Bankers Trust
Industry: Bank
DescriptionBankers Trust was a historic American banking organization. The bank merged with Alex. Brown & Sons before being acquired by Deutsche Bank in 1999. Headquarters: New York City, New York, United States Successor: Deutsche Bank Founder: Henry Pomeroy Davison Founded: 1903
Bankers Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bankers Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bankers Trust Salaries. You can even request information on how much does Bankers Trust pay if you want to. Learn about salaries, pros and cons of working for Bankers Trust directly from the past employees.
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1,851 Bankers Trust employees in database. Find out everything there's to know about Bankers Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bankers Trust Employees
Employee
Years
Job
Industry
Sharon Klein, Branding Expert Sharon Klein, Branding Expert's Bankers Trust Experience 1980 - 1986
Job Promotional Products for Financial Services , Insurance, Events, Corp. Conferences, Hospitality and Recognition
Industry Marketing and Advertising
Experience
Choice Marketing Group. Inc January 1986 - Present
Beyond the Logo, Marketing & Branding You. January 2012 - Present
Bankers Trust 1980 - 1986
Skills
Entrepreneurship, New Business Development, Small Business, Marketing Strategy, Leadership, Strategy, Social Media Marketing, Email Marketing, Social Networking, Marketing Communications, Trade Shows, Fundraising, Social Media, Strategic Planning, Online Marketing, Public Speaking, Public Relations, Direct Mail, Lead Generation, Corporate Branding, Direct Marketing, Retail, E-commerce, Strategic Partnerships, B2B, Digital Marketing, Mobile Marketing, Brand Awareness, Event Management, Negotiation, Online Advertising, Sales Process, Brand Development, Integrated Marketing, Marketing Management, Market Planning, Web Marketing, Budgets, Program Management, Promotional, Market Research, Business Planning, Start-ups, Business Development, Product Marketing
Education
City University of New York-Hunter College
Business, Management, Marketing, and Related Support Services
Curtis High School, Staten Island, New York
Choice Marketing Group. Inc January 1986 - Present
Beyond the Logo, Marketing & Branding You. January 2012 - Present
Bankers Trust 1980 - 1986
Skills
Entrepreneurship, New Business Development, Small Business, Marketing Strategy, Leadership, Strategy, Social Media Marketing, Email Marketing, Social Networking, Marketing Communications, Trade Shows, Fundraising, Social Media, Strategic Planning, Online Marketing, Public Speaking, Public Relations, Direct Mail, Lead Generation, Corporate Branding, Direct Marketing, Retail, E-commerce, Strategic Partnerships, B2B, Digital Marketing, Mobile Marketing, Brand Awareness, Event Management, Negotiation, Online Advertising, Sales Process, Brand Development, Integrated Marketing, Marketing Management, Market Planning, Web Marketing, Budgets, Program Management, Promotional, Market Research, Business Planning, Start-ups, Business Development, Product Marketing
Education
City University of New York-Hunter College
Business, Management, Marketing, and Related Support Services
Curtis High School, Staten Island, New York
Alex Marckmann Alex Marckmann's Bankers Trust Experience 2005 - 2008
Job MBA, PMP
Industry Information Technology and Services
Experience
Berkley Technology Services 2013 - Present
Berkley Technology Services 2011 - October 2013
Berkley Technology Services December 2008 - June 2011
Bankers Trust 2005 - 2008
Bankers Trust 2003 - 2005
Skills
PMP, Project Portfolio..., Business Analysis, Project Planning, SDLC, Vendor Management, Requirements Analysis, Resource Management, Project Management, Requirements Gathering, Business Process, User Acceptance Testing, Software Documentation, Software Project..., Testing, Analysis, Databases, ITIL, Leadership, Risk Management, SharePoint, Team Building, Visio
Education
Iowa State University 2006 — 2008
Master's degree, Marketing and Supply Chain Management
Graceland University 2004 — 2006
Bachelor's degree, Business Administration and Management, General
Iowa Central College 2002 — 2003
Associate of Arts (AA), Pre-Law Studies
Berkley Technology Services 2013 - Present
Berkley Technology Services 2011 - October 2013
Berkley Technology Services December 2008 - June 2011
Bankers Trust 2005 - 2008
Bankers Trust 2003 - 2005
Skills
PMP, Project Portfolio..., Business Analysis, Project Planning, SDLC, Vendor Management, Requirements Analysis, Resource Management, Project Management, Requirements Gathering, Business Process, User Acceptance Testing, Software Documentation, Software Project..., Testing, Analysis, Databases, ITIL, Leadership, Risk Management, SharePoint, Team Building, Visio
Education
Iowa State University 2006 — 2008
Master's degree, Marketing and Supply Chain Management
Graceland University 2004 — 2006
Bachelor's degree, Business Administration and Management, General
Iowa Central College 2002 — 2003
Associate of Arts (AA), Pre-Law Studies
diana petrenos diana petrenos's Bankers Trust Experience 1997 - 1999
Job Looking for a career In casework, case management & family services within a service agency or educational setting.
Industry Individual & Family Services
Experience
Colonial intermediate unit 20 December 2013 - Present
Source 4 teachers August 2013 - Present
Identity Women’s Magazine / Inspire Yahoo Online contributor Magazine October 2012 - Present
Cambridge Schools July 2013 - August 2013
Easton area school district March 2007 - August 2013
Enrich and Grow Academy April 2012 - June 2012
Bankers Trust 1997 - 1999
Skills
Teaching, Counseling Psychology, Marketing, Marketing Research, Writing, Wellbeing, Time Management, Microsoft Office, Special Education, Classroom, Creative Writing, Social Networking, Blogging, Early Childhood..., Curriculum Design, Elementary Education, Customer Service
Education
Capella University 2014 — 2017
Master's degree, Marriage and Family Therapy/Counseling
Penn State University 2010 — 2013
Bachelor of Science (BS), psychology/Business
Cedar Crest College 2006 — 2008
Elementary Education and Teaching
Middlesex County College 1994 — 1997
Associate's degree, Early Childhood Education and Teaching
Colonial intermediate unit 20 December 2013 - Present
Source 4 teachers August 2013 - Present
Identity Women’s Magazine / Inspire Yahoo Online contributor Magazine October 2012 - Present
Cambridge Schools July 2013 - August 2013
Easton area school district March 2007 - August 2013
Enrich and Grow Academy April 2012 - June 2012
Bankers Trust 1997 - 1999
Skills
Teaching, Counseling Psychology, Marketing, Marketing Research, Writing, Wellbeing, Time Management, Microsoft Office, Special Education, Classroom, Creative Writing, Social Networking, Blogging, Early Childhood..., Curriculum Design, Elementary Education, Customer Service
Education
Capella University 2014 — 2017
Master's degree, Marriage and Family Therapy/Counseling
Penn State University 2010 — 2013
Bachelor of Science (BS), psychology/Business
Cedar Crest College 2006 — 2008
Elementary Education and Teaching
Middlesex County College 1994 — 1997
Associate's degree, Early Childhood Education and Teaching
Mark Gianchetti's Bankers Trust Experience July 1981 - December 1982
Job VP IB Expense Management at JP Morgan
Industry Accounting
Experience
JP Morgan July 2008 - Present
JP Morgan Chase April 2008 - June 2008
Bear Stearns May 1985 - March 2008
Tucker Anthony & RL Day January 1983 - April 1985
Bankers Trust July 1981 - December 1982
Skills
General Ledger, Equities, Fixed Income, Financial Analysis, Financial Modeling
Education
City University of New York-Brooklyn College 1977 — 1982
Accounting, Economics
JP Morgan July 2008 - Present
JP Morgan Chase April 2008 - June 2008
Bear Stearns May 1985 - March 2008
Tucker Anthony & RL Day January 1983 - April 1985
Bankers Trust July 1981 - December 1982
Skills
General Ledger, Equities, Fixed Income, Financial Analysis, Financial Modeling
Education
City University of New York-Brooklyn College 1977 — 1982
Accounting, Economics
Femke deRuyter Femke deRuyter's Bankers Trust Experience October 1996 - December 1997
Job Communications Generalist
Industry Writing and Editing
Experience
Princeton University October 2012 - Present
Princeton Psychological Center, LLC June 2009 - September 2011
TRI Princeton September 2001 - December 2004
Johnson & Johnson January 2001 - July 2001
Deloitte January 1998 - August 1999
Bankers Trust October 1996 - December 1997
Skills
Editing, Marketing Strategy, Strategic Planning, Project Management, Oral & Written..., Marketing, Strategy, Media Relations, Public Speaking, Marketing Communications, Nonprofits
Education
Columbia University - Graduate School of Journalism 1999 — 2000
Master of Science, Journalism
Colgate University 1991 — 1994
Bachelor of Arts, Political Science
Princeton High School 1984 — 1989
High School/Secondary Diplomas and Certificates
Princeton University October 2012 - Present
Princeton Psychological Center, LLC June 2009 - September 2011
TRI Princeton September 2001 - December 2004
Johnson & Johnson January 2001 - July 2001
Deloitte January 1998 - August 1999
Bankers Trust October 1996 - December 1997
Skills
Editing, Marketing Strategy, Strategic Planning, Project Management, Oral & Written..., Marketing, Strategy, Media Relations, Public Speaking, Marketing Communications, Nonprofits
Education
Columbia University - Graduate School of Journalism 1999 — 2000
Master of Science, Journalism
Colgate University 1991 — 1994
Bachelor of Arts, Political Science
Princeton High School 1984 — 1989
High School/Secondary Diplomas and Certificates
Jeff Nahley Jeff Nahley's Bankers Trust Experience August 1986 - July 1993
Job Managing Director at Signal Hill Capital
Industry Investment Banking
Experience
Association for Corporate Growth - Tennessee April 2014 - Present
Signal Hill Capital March 2009 - Present
Avondale Partners August 2001 - February 2009
ING Barings April 2000 - July 2001
SunTrust Equitable Securities September 1993 - March 2000
Bankers Trust August 1986 - July 1993
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Corporate Finance, M&A experience, Capital Markets, Private Equity, Management, Venture Capital, Business Strategy, Equities, Hedge Funds, Financial Modeling, Equity Research, Asset Management, Fixed Income, Start-ups, IPO, Alternative Investments, Business Valuation, Bloomberg, Financial Analysis, Series 7, Corporate Development, Mergers, Entrepreneurship, Due Diligence, Investments, Portfolio Management
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance
Middlebury College 1982 — 1986
Bachelors, Economics
Association for Corporate Growth - Tennessee April 2014 - Present
Signal Hill Capital March 2009 - Present
Avondale Partners August 2001 - February 2009
ING Barings April 2000 - July 2001
SunTrust Equitable Securities September 1993 - March 2000
Bankers Trust August 1986 - July 1993
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Corporate Finance, M&A experience, Capital Markets, Private Equity, Management, Venture Capital, Business Strategy, Equities, Hedge Funds, Financial Modeling, Equity Research, Asset Management, Fixed Income, Start-ups, IPO, Alternative Investments, Business Valuation, Bloomberg, Financial Analysis, Series 7, Corporate Development, Mergers, Entrepreneurship, Due Diligence, Investments, Portfolio Management
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance
Middlebury College 1982 — 1986
Bachelors, Economics
Gifford Lehman Gifford Lehman's Bankers Trust Experience 1978 - 1990
Job Founding Partner at Integris Wealth Management
Industry Financial Services
Experience
Integris Wealth Management 1997 - Present
Center for Photographic Arts July 2014 - Present
CSU Monterey Bay Foundation 2007 - Present
Monterey Peninsula College Foundation 2009 - Present
Monterey Peninsula College Foundation January 2011 - Present
Pacific Repertory Theatre 2007 - 2012
Twenty-First Securities 1990 - 1999
Bankers Trust 1978 - 1990
Skills
Finance, Estate Planning, Retirement Planning, Investment Management, Financial Goals, Financial Planners, Charitable Gift Planning, Comprehensive Financial..., Insurance Planning, Divorce, Women's Finances
Education
Carnegie Mellon University - Tepper School of Business 1975 — 1977
MBA, Finance and Quantitative Methods
College for Financial Planning 1997 — 1998
Financial Planning Certificate
University of Washington 1970 — 1974
BA, Speech Communication Science
Woodway High
Integris Wealth Management 1997 - Present
Center for Photographic Arts July 2014 - Present
CSU Monterey Bay Foundation 2007 - Present
Monterey Peninsula College Foundation 2009 - Present
Monterey Peninsula College Foundation January 2011 - Present
Pacific Repertory Theatre 2007 - 2012
Twenty-First Securities 1990 - 1999
Bankers Trust 1978 - 1990
Skills
Finance, Estate Planning, Retirement Planning, Investment Management, Financial Goals, Financial Planners, Charitable Gift Planning, Comprehensive Financial..., Insurance Planning, Divorce, Women's Finances
Education
Carnegie Mellon University - Tepper School of Business 1975 — 1977
MBA, Finance and Quantitative Methods
College for Financial Planning 1997 — 1998
Financial Planning Certificate
University of Washington 1970 — 1974
BA, Speech Communication Science
Woodway High
Greg Mills Greg Mills's Bankers Trust Experience May 1989 - February 1995
Job Consultant at Panache Resources and Systems
Industry Information Technology and Services
Experience
Wunjee November 2011 - Present
Panache Resources and Systems October 2013 - July 2015
HSBC Securities March 2009 - November 2011
HSBC Securities May 2007 - April 2009
HSBC Securities April 2005 - April 2007
HSBC Securities May 2001 - April 2005
EBS Dealing Resources 1995 - 2001
Bankers Trust May 1989 - February 1995
Investment Support Systems (INNSYNC) 1987 - 1989
Manufacturers Hanover Trust 1983 - 1987
Skills
Software Project..., PMO, Business Analysis, Financial Markets, Credit Risk, Team Building, Market Risk, MS Project, Product Management, Trading Systems, Banking, MIS, SDLC, IT Management, Business Intelligence, Budgets, FX Options, Management, Six Sigma, Finance, Microsoft Office, Fixed Income, Back Office, Strategic Financial..., Risk Management, Trading, Project Planning, MS Office Suite, Business Management, Product Development, Cognos, Open Workbench, Business Process..., Budget Preparation, Budgeting, FX, CA Clarity, Green Belt, Project Portfolio..., Financial Services, Project Management, Vendor Management, Investment Banking, PMP, Options, Business Requirements, Patents, Portfolio Management, Requirements Gathering, Financial Risk
Education
University of Michigan 1980 — 1982
MBA, Finance, International Business
The George Washington University 2006 — 2010
Associate Certificate, Project Management
Colby College 1976 — 1980
AB, Economics, Mathematics
Burlington County College 2013 — 2013
Training, Lean Six Sigma Green Belt
James Madison University 1975 — 1976
Math
Harrisonburg High School 1972 — 1976
High School Diploma, College Preparation
Wunjee November 2011 - Present
Panache Resources and Systems October 2013 - July 2015
HSBC Securities March 2009 - November 2011
HSBC Securities May 2007 - April 2009
HSBC Securities April 2005 - April 2007
HSBC Securities May 2001 - April 2005
EBS Dealing Resources 1995 - 2001
Bankers Trust May 1989 - February 1995
Investment Support Systems (INNSYNC) 1987 - 1989
Manufacturers Hanover Trust 1983 - 1987
Skills
Software Project..., PMO, Business Analysis, Financial Markets, Credit Risk, Team Building, Market Risk, MS Project, Product Management, Trading Systems, Banking, MIS, SDLC, IT Management, Business Intelligence, Budgets, FX Options, Management, Six Sigma, Finance, Microsoft Office, Fixed Income, Back Office, Strategic Financial..., Risk Management, Trading, Project Planning, MS Office Suite, Business Management, Product Development, Cognos, Open Workbench, Business Process..., Budget Preparation, Budgeting, FX, CA Clarity, Green Belt, Project Portfolio..., Financial Services, Project Management, Vendor Management, Investment Banking, PMP, Options, Business Requirements, Patents, Portfolio Management, Requirements Gathering, Financial Risk
Education
University of Michigan 1980 — 1982
MBA, Finance, International Business
The George Washington University 2006 — 2010
Associate Certificate, Project Management
Colby College 1976 — 1980
AB, Economics, Mathematics
Burlington County College 2013 — 2013
Training, Lean Six Sigma Green Belt
James Madison University 1975 — 1976
Math
Harrisonburg High School 1972 — 1976
High School Diploma, College Preparation
James Schiffner's Bankers Trust Experience May 1993 - June 1997
Job MultiFunction Information Systems Analyst at Lockheed Martin Information Technology
Industry Information Technology and Services
Experience
Lockheed Martin Information Technology April 2009 - Present
Lockheed Martin ES&S July 2006 - March 2009
Lockheed Martin Information Technology 2000 - July 2006
SMCI August 1998 - June 1999
Earthlink October 1997 - July 1998
Bankers Trust May 1993 - June 1997
Skills
Microsoft Exchange, Symantec Enterprise..., Windows Server, Accellion Secure File..., Active Directory, BMC Remedy, Linux, Enterprise Vault, System Administration, VMware, Technical Support, Computer Security, Microsoft Technologies, Windows 7, Microsoft Certified..., Firewalls, Information Technology
Education
Chapman University 1988 — 1993
Bachelor of Arts, Liberal Studies
Lockheed Martin Information Technology April 2009 - Present
Lockheed Martin ES&S July 2006 - March 2009
Lockheed Martin Information Technology 2000 - July 2006
SMCI August 1998 - June 1999
Earthlink October 1997 - July 1998
Bankers Trust May 1993 - June 1997
Skills
Microsoft Exchange, Symantec Enterprise..., Windows Server, Accellion Secure File..., Active Directory, BMC Remedy, Linux, Enterprise Vault, System Administration, VMware, Technical Support, Computer Security, Microsoft Technologies, Windows 7, Microsoft Certified..., Firewalls, Information Technology
Education
Chapman University 1988 — 1993
Bachelor of Arts, Liberal Studies
Karmen Dadourian Karmen Dadourian's Bankers Trust Experience August 1995 - September 1997
Job Certified Strategy Coach, MBA
Industry Professional Training & Coaching
Experience
KD Strategies January 2012 - Present
Citi September 1997 - August 1999
Bankers Trust August 1995 - September 1997
Ernst and Young May 1994 - September 1994
Oracle June 1989 - September 1993
Skills
MBA, Certified Coach, Mergers, Non-profits, Leadership Development, Venture Capital, Customer Service, Microsoft Office, Public Speaking, Capital Markets, Strategic Planning, Talent Management, Work Life Balance, Business Coaching, Marketing Strategy, Fundraising, Executive Development, Coaching, Product Development, Business Strategy, Leadership, Financial Analysis, Budgets, Management Consulting, Nonprofits, Mergers & Acquisitions, Program Management, Marketing, Business Development, Entrepreneurship, Consulting, Executive Coaching, Management, Workshop Facilitation, Emotional Intelligence, Team Building, Strategy, Organizational..., Start-ups
Education
New York University 2010 — 2011
Certification, Coaching
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance and Management
Pace University 1985 — 1989
Bachelor of Science (BS), Computer Science
KD Strategies January 2012 - Present
Citi September 1997 - August 1999
Bankers Trust August 1995 - September 1997
Ernst and Young May 1994 - September 1994
Oracle June 1989 - September 1993
Skills
MBA, Certified Coach, Mergers, Non-profits, Leadership Development, Venture Capital, Customer Service, Microsoft Office, Public Speaking, Capital Markets, Strategic Planning, Talent Management, Work Life Balance, Business Coaching, Marketing Strategy, Fundraising, Executive Development, Coaching, Product Development, Business Strategy, Leadership, Financial Analysis, Budgets, Management Consulting, Nonprofits, Mergers & Acquisitions, Program Management, Marketing, Business Development, Entrepreneurship, Consulting, Executive Coaching, Management, Workshop Facilitation, Emotional Intelligence, Team Building, Strategy, Organizational..., Start-ups
Education
New York University 2010 — 2011
Certification, Coaching
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance and Management
Pace University 1985 — 1989
Bachelor of Science (BS), Computer Science
Bernard Barisic's Bankers Trust Experience September 1997 - April 1999
Job FX Dealer
Industry Banking
Experience
Standard Chartered Bank May 1999 - January 2011
Bankers Trust September 1997 - April 1999
Schonfeld Securities Inc October 1993 - August 1997
City of New York October 1989 - September 1993
Skills
Emerging Markets, Trading, FX trading, Risk, FX, Banking, FX Options, Treasury, Options, Interest Rate..., Market Making, Technical Analysis, Analysis, Foreign Exchange, Swaps, Financial Risk, Derivatives, Equities, Structured Products, Currency, Hedging, Fixed Income, Market Risk, Financial Markets, Trading Systems, Capital Markets, Bloomberg, Commodity, FX Trading, Proprietary Trading, Bonds, Electronic Trading
Education
Columbia Engineering 1991 — 1993
M.S., Operations Research
Pratt Institute 1987 — 1989
B.S., Electrical Engineering
College of Aeronautics,New York
Associate of Applied Science, Aeronautics Engineering
Standard Chartered Bank May 1999 - January 2011
Bankers Trust September 1997 - April 1999
Schonfeld Securities Inc October 1993 - August 1997
City of New York October 1989 - September 1993
Skills
Emerging Markets, Trading, FX trading, Risk, FX, Banking, FX Options, Treasury, Options, Interest Rate..., Market Making, Technical Analysis, Analysis, Foreign Exchange, Swaps, Financial Risk, Derivatives, Equities, Structured Products, Currency, Hedging, Fixed Income, Market Risk, Financial Markets, Trading Systems, Capital Markets, Bloomberg, Commodity, FX Trading, Proprietary Trading, Bonds, Electronic Trading
Education
Columbia Engineering 1991 — 1993
M.S., Operations Research
Pratt Institute 1987 — 1989
B.S., Electrical Engineering
College of Aeronautics,New York
Associate of Applied Science, Aeronautics Engineering
Arnie Friedland Arnie Friedland's Bankers Trust Experience April 1994 - April 1998
Job Strategy, Tech, Marketing & Business Ops
Industry Management Consulting
Experience
Ride5 Group, LLC May 2007 - Present
Merrill Lynch 2005 - 2007
Credit Suisse First Boston 2004 - 2005
JPMorganChase 2003 - 2004
Goldman Sachs 2000 - 2003
Lehman Brothers April 1998 - April 2000
Bankers Trust April 1994 - April 1998
Skills
Marketing Strategy, Marketing, Advertising, Social Media, Brand Development, Management, Business Strategy, Digital Strategy, CRM, Strategy, Integrated Marketing, Digital Media, Risk Management, Digital Marketing, Brand Management, Executive Management, User Experience, Management Consulting, Interactive Marketing, Branding & Identity, Creative Services, Strategic Consulting, Web Design, Mobile Devices, Business Management, Technology Integration, Viewer Engagement, Application Development, Product Development, Financial Management, Personal Branding
Education
Columbia University - Columbia Business School
MBA
State University of New York - System
B.A.
Ride5 Group, LLC May 2007 - Present
Merrill Lynch 2005 - 2007
Credit Suisse First Boston 2004 - 2005
JPMorganChase 2003 - 2004
Goldman Sachs 2000 - 2003
Lehman Brothers April 1998 - April 2000
Bankers Trust April 1994 - April 1998
Skills
Marketing Strategy, Marketing, Advertising, Social Media, Brand Development, Management, Business Strategy, Digital Strategy, CRM, Strategy, Integrated Marketing, Digital Media, Risk Management, Digital Marketing, Brand Management, Executive Management, User Experience, Management Consulting, Interactive Marketing, Branding & Identity, Creative Services, Strategic Consulting, Web Design, Mobile Devices, Business Management, Technology Integration, Viewer Engagement, Application Development, Product Development, Financial Management, Personal Branding
Education
Columbia University - Columbia Business School
MBA
State University of New York - System
B.A.
Marilyn Gurtman-Oppenheimer Marilyn Gurtman-Oppenheimer's Bankers Trust Experience September 1980 - August 1990
Job Office Manager
Industry Information Technology and Services
Experience
Zamir Choral Foundation November 2011 - Present
Interactive Data February 1998 - December 2010
Bankers Trust September 1980 - August 1990
Citibank September 1976 - January 1980
Skills
Mainframe, Minicomputers, Testing, Documentation, SQL, Microsoft Office, Requirements Analysis, Requirements Gathering, System Requirements, System Testing, Software Quality, Analysis, Market Data, Business Analysis, Reference Data, Software Documentation, Unix, Visio, Databases, PL/SQL, Perl, Oracle, Systems Analysis, Java, Program Management, Software Development, User Acceptance Testing, Access
Education
Polytechnic University 1976 — 1979
M.S., Computer Science
City University of New York-Brooklyn College 1973 — 1976
B.Sc., Computer Science and Mathematics
Yeshivah of Flatbush 1968 — 1972
Queens Economic Development Center
Zamir Choral Foundation November 2011 - Present
Interactive Data February 1998 - December 2010
Bankers Trust September 1980 - August 1990
Citibank September 1976 - January 1980
Skills
Mainframe, Minicomputers, Testing, Documentation, SQL, Microsoft Office, Requirements Analysis, Requirements Gathering, System Requirements, System Testing, Software Quality, Analysis, Market Data, Business Analysis, Reference Data, Software Documentation, Unix, Visio, Databases, PL/SQL, Perl, Oracle, Systems Analysis, Java, Program Management, Software Development, User Acceptance Testing, Access
Education
Polytechnic University 1976 — 1979
M.S., Computer Science
City University of New York-Brooklyn College 1973 — 1976
B.Sc., Computer Science and Mathematics
Yeshivah of Flatbush 1968 — 1972
Queens Economic Development Center
Bob Gorman Bob Gorman's Bankers Trust Experience 1986 - 1999
Job MD, Marketing at Sandler Capital Management
Industry Investment Management
Experience
Sandler Capital Management November 2009 - Present
Wood Creek Capital Management November 2007 - June 2009
Dalton, Greiner, Hartman, Maher & Co., LLC December 2001 - July 2007
Soc Gen March 2000 - October 2001
Bankers Trust 1986 - 1999
Mclean Trucking 1978 - 1982
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance, Ops Management
Providence College 1974 — 1978
BA, Math
Monsignor Bonner
Sandler Capital Management November 2009 - Present
Wood Creek Capital Management November 2007 - June 2009
Dalton, Greiner, Hartman, Maher & Co., LLC December 2001 - July 2007
Soc Gen March 2000 - October 2001
Bankers Trust 1986 - 1999
Mclean Trucking 1978 - 1982
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance, Ops Management
Providence College 1974 — 1978
BA, Math
Monsignor Bonner
Gisele Tyler's Bankers Trust Experience January 1992 - October 1997
Job Owner at Fairfield LashBrow Center
Industry Cosmetics
Experience
Fairfield LashBrow Center May 2013 - Present
D. Joseph Salon November 2010 - October 2013
D. Joseph Salon 2010 - October 2013
Gisele Total Hair and Beauty 2007 - 2009
Bankers Trust January 1992 - October 1997
Skills
Beauty, Cosmetology, Hair Care, Waxing, Salons, Eyelash Extensions, Hair Extensions, Certified NovaLash..., TIGI Certified Hair..., Bridal Showers, Beauty Industry, Cosmetics, Makeup Artistry, Spa, Skin Care, Hair Cutting, Makeovers, Stylists, Aesthetics, Fashion Shows, Fashion, Eyebrow, Glamour, Airbrush, Styling, Artistry, Skin, Photo Shoots, Manicures, Microdermabrasion, Pedicures, Skin Care Products, Lashes, Fragrance, Chemical Peels
Education
Brio Academy of Cosmetology 2008 — 2010
Cosmetology, Cosmetology
Clark University 1987 — 1991
ba, psychology
Fairfield LashBrow Center May 2013 - Present
D. Joseph Salon November 2010 - October 2013
D. Joseph Salon 2010 - October 2013
Gisele Total Hair and Beauty 2007 - 2009
Bankers Trust January 1992 - October 1997
Skills
Beauty, Cosmetology, Hair Care, Waxing, Salons, Eyelash Extensions, Hair Extensions, Certified NovaLash..., TIGI Certified Hair..., Bridal Showers, Beauty Industry, Cosmetics, Makeup Artistry, Spa, Skin Care, Hair Cutting, Makeovers, Stylists, Aesthetics, Fashion Shows, Fashion, Eyebrow, Glamour, Airbrush, Styling, Artistry, Skin, Photo Shoots, Manicures, Microdermabrasion, Pedicures, Skin Care Products, Lashes, Fragrance, Chemical Peels
Education
Brio Academy of Cosmetology 2008 — 2010
Cosmetology, Cosmetology
Clark University 1987 — 1991
ba, psychology
Barbara Keady Barbara Keady's Bankers Trust Experience July 1984 - March 1990
Job Principal at Ceres Partners
Industry Financial Services
Experience
Ceres Partners January 2010 - Present
Morgan Stanley July 1998 - September 1999
Bankers Trust July 1984 - March 1990
Education
Columbia University - Columbia Business School 1997 — 1998
MBA, Finance
McIntire School of Commerce The University of Virginia 1980 — 1984
BS, Finance
Ceres Partners January 2010 - Present
Morgan Stanley July 1998 - September 1999
Bankers Trust July 1984 - March 1990
Education
Columbia University - Columbia Business School 1997 — 1998
MBA, Finance
McIntire School of Commerce The University of Virginia 1980 — 1984
BS, Finance
Carol Filippi's Bankers Trust Experience October 1973 - June 1989
Job Manager, Mobility Services at The Linde Group
Industry Human Resources
Experience
The Linde Group July 1993 - Present
The BOC Group 1993 - Present
BOC 1993 - 2006
Time Inc. July 1989 - June 1993
Worldwide ERC 1989 - 1992
Bankers Trust October 1973 - June 1989
Skills
Vendor Management, Relocation Policy Design, Fleet Management, Relocation, International..., Expatriate Management, Human Resources, Policy, Global Mobility, Strategic Planning, Negotiation, Leadership, Management, Talent Management, Employee Relations, Sales Management, Corporate Relocation, Business Development, Talent Acquisition, HR Policies, Account Management, Sales, Employee Benefits
Education
Landmark Education 2004 — 2007
City University of New York 1968 — 1972
The Linde Group July 1993 - Present
The BOC Group 1993 - Present
BOC 1993 - 2006
Time Inc. July 1989 - June 1993
Worldwide ERC 1989 - 1992
Bankers Trust October 1973 - June 1989
Skills
Vendor Management, Relocation Policy Design, Fleet Management, Relocation, International..., Expatriate Management, Human Resources, Policy, Global Mobility, Strategic Planning, Negotiation, Leadership, Management, Talent Management, Employee Relations, Sales Management, Corporate Relocation, Business Development, Talent Acquisition, HR Policies, Account Management, Sales, Employee Benefits
Education
Landmark Education 2004 — 2007
City University of New York 1968 — 1972
Angella Jagdeo, PMP Angella Jagdeo, PMP's Bankers Trust Experience September 1995 - January 1997
Job Principal at DataParity Inc
Industry Financial Services
Experience
MSCI Inc. May 2011 - February 2014
Morgan Stanley April 2010 - December 2011
MF Global March 2010 - July 2010
Dataagent January 2009 - March 2010
Morgan Stanley May 2000 - November 2008
Deutsche Bank September 1999 - May 2000
Credit Suisse October 1998 - September 1999
Montclair Financial Technology March 1997 - October 1998
Bankers Trust September 1995 - January 1997
Salomon Brothers November 1993 - October 1995
Skills
Business Intelligence, SDLC, Sybase, Data Warehousing, Data Modeling, Risk Management, Hedge Funds, Fixed Income, Databases, Oracle, Equities, Database Design, Portfolio Management, Financial Services, CRM, Software Documentation, Microsoft SQL Server, Investment Banking, Asset Management, Project Management, Business Analysis, Business Process..., Credit Risk, Database Administration, Integration, Linux, Management, Prime Brokerage, Requirements Analysis, Software Development, Trading Systems, Big Data, Hadoop, Apache Pig, Python, Hive
Education
City University of New York City College 1985 — 1989
BS, Electrical Engineering
MSCI Inc. May 2011 - February 2014
Morgan Stanley April 2010 - December 2011
MF Global March 2010 - July 2010
Dataagent January 2009 - March 2010
Morgan Stanley May 2000 - November 2008
Deutsche Bank September 1999 - May 2000
Credit Suisse October 1998 - September 1999
Montclair Financial Technology March 1997 - October 1998
Bankers Trust September 1995 - January 1997
Salomon Brothers November 1993 - October 1995
Skills
Business Intelligence, SDLC, Sybase, Data Warehousing, Data Modeling, Risk Management, Hedge Funds, Fixed Income, Databases, Oracle, Equities, Database Design, Portfolio Management, Financial Services, CRM, Software Documentation, Microsoft SQL Server, Investment Banking, Asset Management, Project Management, Business Analysis, Business Process..., Credit Risk, Database Administration, Integration, Linux, Management, Prime Brokerage, Requirements Analysis, Software Development, Trading Systems, Big Data, Hadoop, Apache Pig, Python, Hive
Education
City University of New York City College 1985 — 1989
BS, Electrical Engineering
Stephen Stuttman Stephen Stuttman's Bankers Trust Experience 1994 - 2000
Job IT Project and Governance Professional
Industry Financial Services
Experience
Morgan Stanley May 2012 - Present
Barclays Capital September 2009 - February 2012
JPMorgan Chase 2001 - 2009
Bankers Trust 1994 - 2000
Goldman, Sachs & Co. 1983 - 1993
Skills
Fixed Income, Investment Banking, Credit Derivatives, Financial Risk, Structured Finance, Trading, Risk Management, Business Analysis, Swaps, Options, Derivatives, Interest Rate..., Credit, Analysis, Trading Systems, Capital Markets, Finance, Hedge Funds, Market Risk, Rates, Middle Office, PMO, Business Planning, Program Management, Stakeholder Management
Education
Columbia University - Columbia Business School
MBA
Wesleyan University
BA, High Honors
Morgan Stanley May 2012 - Present
Barclays Capital September 2009 - February 2012
JPMorgan Chase 2001 - 2009
Bankers Trust 1994 - 2000
Goldman, Sachs & Co. 1983 - 1993
Skills
Fixed Income, Investment Banking, Credit Derivatives, Financial Risk, Structured Finance, Trading, Risk Management, Business Analysis, Swaps, Options, Derivatives, Interest Rate..., Credit, Analysis, Trading Systems, Capital Markets, Finance, Hedge Funds, Market Risk, Rates, Middle Office, PMO, Business Planning, Program Management, Stakeholder Management
Education
Columbia University - Columbia Business School
MBA
Wesleyan University
BA, High Honors
Marti J. Frucci Marti J. Frucci's Bankers Trust Experience 1989 - 1993
Job Managing Director at Digital Capital Advisors
Industry Investment Banking
Experience
Digital Capital Advisors March 2011 - Present
DeSilva + Phillips, and Communications Equity Assoc 2001 - March 2011
Donaldson, Lufkin & Jenrette 1998 - 2001
Lazard Freres 1993 - 1998
Bankers Trust 1989 - 1993
Los Angeles Olympic Organizing Committee 1983 - 1984
The White House 1980 - 1982
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance and Management of Organizations
Columbia University
BS, Economics
Digital Capital Advisors March 2011 - Present
DeSilva + Phillips, and Communications Equity Assoc 2001 - March 2011
Donaldson, Lufkin & Jenrette 1998 - 2001
Lazard Freres 1993 - 1998
Bankers Trust 1989 - 1993
Los Angeles Olympic Organizing Committee 1983 - 1984
The White House 1980 - 1982
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance and Management of Organizations
Columbia University
BS, Economics
John Huttlin John Huttlin's Bankers Trust Experience 1994 - 1999
Job Global Head of Content Strategy at J.P. Morgan Investment Management
Industry Financial Services
Experience
J.P. Morgan Asset Management November 2014 - Present
J.P. Morgan Asset Management 2012 - Present
Huttlin Strategic Consulting 2011 - 2012
OFI Institutional Asset Management (OppenheimerFunds) 2008 - 2011
OFI Institutional Asset Management (OppenheimerFunds) 2002 - 2008
OppenheimerFunds 1999 - 2002
Bankers Trust 1994 - 1999
Bankers Trust Company 1992 - 1994
Merrill Lynch 1989 - 1992
Skills
Mutual Funds, Investments, Product Management, Strategic Planning, Strategic Marketing, International Marketing..., Institutional Asset..., Marketing Strategy, Asset Management, Institutional..., Strategy, Marketing Communications
Education
Columbia University - Columbia Business School
MBA, Finance and Marketing
University of Pennsylvania
BA, English
J.P. Morgan Asset Management November 2014 - Present
J.P. Morgan Asset Management 2012 - Present
Huttlin Strategic Consulting 2011 - 2012
OFI Institutional Asset Management (OppenheimerFunds) 2008 - 2011
OFI Institutional Asset Management (OppenheimerFunds) 2002 - 2008
OppenheimerFunds 1999 - 2002
Bankers Trust 1994 - 1999
Bankers Trust Company 1992 - 1994
Merrill Lynch 1989 - 1992
Skills
Mutual Funds, Investments, Product Management, Strategic Planning, Strategic Marketing, International Marketing..., Institutional Asset..., Marketing Strategy, Asset Management, Institutional..., Strategy, Marketing Communications
Education
Columbia University - Columbia Business School
MBA, Finance and Marketing
University of Pennsylvania
BA, English
Larry Brandmeyer Larry Brandmeyer's Bankers Trust Experience February 2000 - June 2005
Job Associate Vice President, Application Development Center at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance September 2013 - Present
Nationwide Insurance 2012 - September 2013
American Equity Investment Life Insurance Company July 2011 - July 2012
Nationwide Insurance January 2008 - July 2011
Nationwide Insurance February 2006 - December 2007
Advanced Network Technologies April 2004 - January 2006
Bankers Trust February 2000 - June 2005
Bankers Trust August 1997 - February 2000
Skills
Strategic Planning, Contract Negotiations, Software Lifecycle..., Executive Management, Enterprise Risk..., Process Development, Strategy, Leadership, Management, Contract Negotiation, Process Simulation, Software Development, Enterprise Software, Process Improvement, Outsourcing, Contact Center..., Development Centers, Vendor Management, ITIL, SDLC, Marketing Strategy, Integration, Budgets, Business Strategy, Program Management, IEX Total View, PMO, Business Analysis, Collaborative Problem..., Agile Methodologies, Testing, Enterprise Architecture, Project Management, Software Documentation, Product Development, Contact Center..., Business Planning, Project Portfolio..., Contact Center Strategy, Security, Intelligent Call Routing, ITIL Process..., New Business Development, Quality Assurance, Genesys Framework, Call Centers, Human Resources, Change Management, Avaya
Education
Cedarville University 1992 — 1996
Bachelor of Arts (BA), Management Information Systems and Human Resource Management
Nationwide Insurance September 2013 - Present
Nationwide Insurance 2012 - September 2013
American Equity Investment Life Insurance Company July 2011 - July 2012
Nationwide Insurance January 2008 - July 2011
Nationwide Insurance February 2006 - December 2007
Advanced Network Technologies April 2004 - January 2006
Bankers Trust February 2000 - June 2005
Bankers Trust August 1997 - February 2000
Skills
Strategic Planning, Contract Negotiations, Software Lifecycle..., Executive Management, Enterprise Risk..., Process Development, Strategy, Leadership, Management, Contract Negotiation, Process Simulation, Software Development, Enterprise Software, Process Improvement, Outsourcing, Contact Center..., Development Centers, Vendor Management, ITIL, SDLC, Marketing Strategy, Integration, Budgets, Business Strategy, Program Management, IEX Total View, PMO, Business Analysis, Collaborative Problem..., Agile Methodologies, Testing, Enterprise Architecture, Project Management, Software Documentation, Product Development, Contact Center..., Business Planning, Project Portfolio..., Contact Center Strategy, Security, Intelligent Call Routing, ITIL Process..., New Business Development, Quality Assurance, Genesys Framework, Call Centers, Human Resources, Change Management, Avaya
Education
Cedarville University 1992 — 1996
Bachelor of Arts (BA), Management Information Systems and Human Resource Management
Steven Martin,JD,CFP Steven Martin,JD,CFP's Bankers Trust Experience 1990 - 1992
Job Vice President and Director of Trust Services at First Financial Bank NA
Industry Banking
Experience
First Financial Bank NA August 2014 - Present
South Ottumwa Savings Bank June 2010 - August 2014
KeyBank October 2003 - June 2010
National Bank & Trust Company April 2000 - October 2003
National City Bank April 1996 - March 2000
Bank One 1993 - 1996
Citizens National Bank April 1992 - September 1993
Bankers Trust 1990 - 1992
McIlroy Bank and Trust 1986 - 1988
McIlroy Bank and Trust 1986 - 1988
Skills
strategic thinking, Strategic Planning, Asset Management, Estate Planning, Financial Planning, Wealth Management, Asset Managment, Financial Analysis, Commercial Lending, Strategic Financial..., Banking, Investments, Strategic Thinking, Financial Services, Securities, Financial Advisory, Leadership, Investment Management, Portfolio Management, Commercial Banking, Investment Advisory, Retirement Planning, Asset Allocation, Private Banking, Wealth Management..., Mutual Funds, High Net Worth..., Loans, Retirement, Alternative Investments, Investment Strategies, Series 7, 401k, Relationship Management
Education
College for Financial Planning 1987 — 1990
CFP, Financial Planning
Drake University Law School 1980 — 1983
JD
Cornell College 1976 — 1980
BSS, Politics
First Financial Bank NA August 2014 - Present
South Ottumwa Savings Bank June 2010 - August 2014
KeyBank October 2003 - June 2010
National Bank & Trust Company April 2000 - October 2003
National City Bank April 1996 - March 2000
Bank One 1993 - 1996
Citizens National Bank April 1992 - September 1993
Bankers Trust 1990 - 1992
McIlroy Bank and Trust 1986 - 1988
McIlroy Bank and Trust 1986 - 1988
Skills
strategic thinking, Strategic Planning, Asset Management, Estate Planning, Financial Planning, Wealth Management, Asset Managment, Financial Analysis, Commercial Lending, Strategic Financial..., Banking, Investments, Strategic Thinking, Financial Services, Securities, Financial Advisory, Leadership, Investment Management, Portfolio Management, Commercial Banking, Investment Advisory, Retirement Planning, Asset Allocation, Private Banking, Wealth Management..., Mutual Funds, High Net Worth..., Loans, Retirement, Alternative Investments, Investment Strategies, Series 7, 401k, Relationship Management
Education
College for Financial Planning 1987 — 1990
CFP, Financial Planning
Drake University Law School 1980 — 1983
JD
Cornell College 1976 — 1980
BSS, Politics
Joseph Esposito Joseph Esposito's Bankers Trust Experience May 1994 - October 1994
Job Managing Director Global Risk Management Technology at Jefferies, LLC.
Industry Financial Services
Experience
Jefferies December 2014 - Present
Jefferies & Company, Inc. July 2011 - December 2014
Jefferies & Company, Inc. July 2006 - July 2011
Jefferies & Company January 2005 - July 2006
Jefferies & Company March 2000 - January 2004
Jefferies & Company October 1994 - February 2000
Bankers Trust May 1994 - October 1994
Skills
Trading Systems, SDLC, Data Warehousing, Data Management, Equities, Risk Management, Fixed Income, Capital Markets, Investment Banking, Electronic Trading, Market Data, Integration, Back Office, Trading, Equity Trading, Financial Risk, Securities, Middle Office, Reference Data, Derivatives, Financial Services, Options, Management, Prime Brokerage, Strategy, Business Analysis, Financial Markets, Analysis, Finance, Low Latency, IT Strategy, Vendor Management
Education
City University of New York-College of Staten Island
B.S.E.S, Engineering Science - Mechanical Engineering, Computer Science, Physics
Jefferies December 2014 - Present
Jefferies & Company, Inc. July 2011 - December 2014
Jefferies & Company, Inc. July 2006 - July 2011
Jefferies & Company January 2005 - July 2006
Jefferies & Company March 2000 - January 2004
Jefferies & Company October 1994 - February 2000
Bankers Trust May 1994 - October 1994
Skills
Trading Systems, SDLC, Data Warehousing, Data Management, Equities, Risk Management, Fixed Income, Capital Markets, Investment Banking, Electronic Trading, Market Data, Integration, Back Office, Trading, Equity Trading, Financial Risk, Securities, Middle Office, Reference Data, Derivatives, Financial Services, Options, Management, Prime Brokerage, Strategy, Business Analysis, Financial Markets, Analysis, Finance, Low Latency, IT Strategy, Vendor Management
Education
City University of New York-College of Staten Island
B.S.E.S, Engineering Science - Mechanical Engineering, Computer Science, Physics
Diana Tidd Diana Tidd's Bankers Trust Experience September 1991 - July 1993
Job Managing Director, Business Management at MSCI Inc.
Industry Computer Software
Experience
MSCI Inc. October 2011 - Present
MSCI Inc. November 2007 - July 2010
Morgan Stanley August 1999 - November 2007
Brown Brothers Harriman November 1994 - July 1999
Bankers Trust September 1991 - July 1993
Skills
Financial Services, Sales Management, Marketing Strategy, Equities, Sales
Education
Stanford University 1993 — 1994
M.A.
Colgate University 1988 — 1991
B.A., Political Science
MSCI Inc. October 2011 - Present
MSCI Inc. November 2007 - July 2010
Morgan Stanley August 1999 - November 2007
Brown Brothers Harriman November 1994 - July 1999
Bankers Trust September 1991 - July 1993
Skills
Financial Services, Sales Management, Marketing Strategy, Equities, Sales
Education
Stanford University 1993 — 1994
M.A.
Colgate University 1988 — 1991
B.A., Political Science
Mabel Diaz-Joslyn Mabel Diaz-Joslyn's Bankers Trust Experience 1987 - 1989
Job Direct Marketer and Educator
Industry Marketing and Advertising
Experience
Baruch College Zicklin School of Business August 2010 - Present
PSGWC (a DOL affiliate) July 2010 - Present
PSGWC July 2010 - Present
Ronin Associates April 2003 - March 2010
Guardian Life Insurance Company June 1998 - July 2002
Fleet Financial Group and First Investors Corporation November 1996 - February 1998
JP Morgan Chase November 1994 - October 1996
American Express January 1993 - November 1994
Citigroup 1987 - 1989
Bankers Trust 1987 - 1989
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Marketing
Columbia University in the City of New York 1983 — 1987
BA, Economics
Baruch College Zicklin School of Business August 2010 - Present
PSGWC (a DOL affiliate) July 2010 - Present
PSGWC July 2010 - Present
Ronin Associates April 2003 - March 2010
Guardian Life Insurance Company June 1998 - July 2002
Fleet Financial Group and First Investors Corporation November 1996 - February 1998
JP Morgan Chase November 1994 - October 1996
American Express January 1993 - November 1994
Citigroup 1987 - 1989
Bankers Trust 1987 - 1989
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Marketing
Columbia University in the City of New York 1983 — 1987
BA, Economics
Crystal Turner, MBA's Bankers Trust Experience March 1993 - January 2000
Job Associate Director of Career Services at DeVry Inc.
Industry Higher Education
Experience
DeVry Inc. April 2010 - Present
Southeastern Institute May 2009 - April 2010
Olivia Mullin Company 2005 - 2008
State Street January 2002 - August 2004
Deutsche Bank Securities January 2000 - January 2002
Bankers Trust March 1993 - January 2000
SPS Transaction Services November 1986 - March 1993
Skills
Employee Relations, Talent Acquisition, Customer Service, Coaching, Organizational..., Team Building, Policy, Hiring, Process Improvement, Public Speaking, Performance Management, Event Planning, Staff Development, Change Management, Resume Writing, Compliance, Budgets, Recruiting, Training, Career Development, Interviews, Leadership Development, College Recruiting, Career Counseling, Employee Benefits, Student Affairs, Project Planning, Human Resources, Employee Training, Leadership, Higher Education, Management, Time Management, Onboarding
Education
Keller Graduate School of Management of DeVry University 2013 — 2014
Graduate Certificate
Keller Graduate School of Management 2010 — 2013
MBA
East Tennessee State University 1983 — 1987
Carson-Newman University 1978 — 1982
BA
DeVry Inc. April 2010 - Present
Southeastern Institute May 2009 - April 2010
Olivia Mullin Company 2005 - 2008
State Street January 2002 - August 2004
Deutsche Bank Securities January 2000 - January 2002
Bankers Trust March 1993 - January 2000
SPS Transaction Services November 1986 - March 1993
Skills
Employee Relations, Talent Acquisition, Customer Service, Coaching, Organizational..., Team Building, Policy, Hiring, Process Improvement, Public Speaking, Performance Management, Event Planning, Staff Development, Change Management, Resume Writing, Compliance, Budgets, Recruiting, Training, Career Development, Interviews, Leadership Development, College Recruiting, Career Counseling, Employee Benefits, Student Affairs, Project Planning, Human Resources, Employee Training, Leadership, Higher Education, Management, Time Management, Onboarding
Education
Keller Graduate School of Management of DeVry University 2013 — 2014
Graduate Certificate
Keller Graduate School of Management 2010 — 2013
MBA
East Tennessee State University 1983 — 1987
Carson-Newman University 1978 — 1982
BA
Niki Green's Bankers Trust Experience August 1995 - February 1997
Job Vice President Sales Pacific Northwest at Prudential Financial
Industry Financial Services
Experience
Prudential Financial September 2014 - Present
Putnam Investments August 2012 - September 2014
The Standard May 2010 - August 2012
Principal Financial Group February 1997 - May 2010
Bankers Trust August 1995 - February 1997
Principal Financial Group June 1990 - August 1995
Skills
401k, Defined Benefit, Retirement, Employee Benefits, 403 b, Pensions, Retirement Planning, Retirement Plan..., ESOP, Cash Balance, Mutual Funds, Investments, Series 63, Databases, Product Management, Qualified Retirement..., Management, Profit Sharing, Investment Advisory, Series 7, ERISA, Series 6, Wealth Management, Fixed Annuities, Series 24, Defined Contribution, 403b, Defined Benefit...
Education
Central College 1986 — 1990
B.A., Business Management/Communication
UCLA Extension - Interior Design courses
Prudential Financial September 2014 - Present
Putnam Investments August 2012 - September 2014
The Standard May 2010 - August 2012
Principal Financial Group February 1997 - May 2010
Bankers Trust August 1995 - February 1997
Principal Financial Group June 1990 - August 1995
Skills
401k, Defined Benefit, Retirement, Employee Benefits, 403 b, Pensions, Retirement Planning, Retirement Plan..., ESOP, Cash Balance, Mutual Funds, Investments, Series 63, Databases, Product Management, Qualified Retirement..., Management, Profit Sharing, Investment Advisory, Series 7, ERISA, Series 6, Wealth Management, Fixed Annuities, Series 24, Defined Contribution, 403b, Defined Benefit...
Education
Central College 1986 — 1990
B.A., Business Management/Communication
UCLA Extension - Interior Design courses
Bob Feeney Bob Feeney's Bankers Trust Experience June 1988 - June 1994
Job Chief Financial Officer at Curex Group LLC
Industry Financial Services
Experience
Curex Group Holdings, LLC December 2010 - Present
Janus Enterprise International LLC 2009 - February 2011
Integro Insurance Brokers April 2007 - September 2008
HSBC February 2001 - April 2007
JPMorgan Chase May 1998 - February 2001
Summit Capital Advisors LLC June 1995 - May 1998
Chemical Bank June 1994 - July 1995
Bankers Trust June 1988 - June 1994
Shearson Lehman Hutton December 1982 - June 1988
KPMG 1978 - 1982
Skills
Financial Services, Accounting, Valuation, Finance, Investments, Due Diligence, Mergers & Acquisitions, Fixed Income, Corporate Finance, Real Estate, Financial Analysis, Banking, Hedge Funds, Treasury, Financial Modeling, Strategy, Internal Controls, Portfolio Management, Mergers, Start-ups, Equities, Private Equity
Education
New York University - Leonard N. Stern School of Business 1982 — 1987
MBA
College of the Holy Cross 1974 — 1978
AB
St Peter's Prep 1970 — 1974
Curex Group Holdings, LLC December 2010 - Present
Janus Enterprise International LLC 2009 - February 2011
Integro Insurance Brokers April 2007 - September 2008
HSBC February 2001 - April 2007
JPMorgan Chase May 1998 - February 2001
Summit Capital Advisors LLC June 1995 - May 1998
Chemical Bank June 1994 - July 1995
Bankers Trust June 1988 - June 1994
Shearson Lehman Hutton December 1982 - June 1988
KPMG 1978 - 1982
Skills
Financial Services, Accounting, Valuation, Finance, Investments, Due Diligence, Mergers & Acquisitions, Fixed Income, Corporate Finance, Real Estate, Financial Analysis, Banking, Hedge Funds, Treasury, Financial Modeling, Strategy, Internal Controls, Portfolio Management, Mergers, Start-ups, Equities, Private Equity
Education
New York University - Leonard N. Stern School of Business 1982 — 1987
MBA
College of the Holy Cross 1974 — 1978
AB
St Peter's Prep 1970 — 1974
Chi VanLang Chi VanLang's Bankers Trust Experience 1981 - 1995
Job IT Strategy & Governance Practice Head at TCS
Industry Information Technology and Services
Experience
TATA CONSULTANCY SERVICES (TCS), New York, New York. February 2009 - Present
GE Capital 2008 - 2009
GE Capital 2005 - 2008
GE Capital 2003 - 2005
GE Capital 2001 - 2002
GE Capital 2000 - 2001
Gartner 1998 - 2000
Beneficial Finance / Household (HSBC) 1997 - 1998
American Express 1995 - 1997
Bankers Trust 1981 - 1995
Skills
IT Strategy, Enterprise Architecture, Enterprise Software, Business Intelligence, Outsourcing, Cloud Computing, CRM, Program Management, Strategy, SDLC, Business Process..., Integration, Management Consulting, Change Management, Process Improvement
Education
Columbia University - Columbia Business School 1977 — 1979
MBA, Finance, International Business
Columbia University in the City of New York 1975 — 1977
BA, Economics
Marie Curie
TATA CONSULTANCY SERVICES (TCS), New York, New York. February 2009 - Present
GE Capital 2008 - 2009
GE Capital 2005 - 2008
GE Capital 2003 - 2005
GE Capital 2001 - 2002
GE Capital 2000 - 2001
Gartner 1998 - 2000
Beneficial Finance / Household (HSBC) 1997 - 1998
American Express 1995 - 1997
Bankers Trust 1981 - 1995
Skills
IT Strategy, Enterprise Architecture, Enterprise Software, Business Intelligence, Outsourcing, Cloud Computing, CRM, Program Management, Strategy, SDLC, Business Process..., Integration, Management Consulting, Change Management, Process Improvement
Education
Columbia University - Columbia Business School 1977 — 1979
MBA, Finance, International Business
Columbia University in the City of New York 1975 — 1977
BA, Economics
Marie Curie
Mitchell Silverman Mitchell Silverman's Bankers Trust Experience 1977 - 1992
Job VP at S & S Manufacturing
Industry Construction
Experience
S & S Manufacturing May 1992 - Present
Bankers Trust 1977 - 1992
Education
City University of New York-Brooklyn College 1972 — 1978
Bachelor of Arts (BA) Sociology., Sociology
S & S Manufacturing May 1992 - Present
Bankers Trust 1977 - 1992
Education
City University of New York-Brooklyn College 1972 — 1978
Bachelor of Arts (BA) Sociology., Sociology
Andrew Lapkin Andrew Lapkin's Bankers Trust Experience July 1993 - July 1997
Job CEO HedgeMark International, LLC
Industry Financial Services
Experience
HedgeMark International, LLC January 2011 - Present
Measurisk June 2008 - January 2011
Bear Stearns Asset Management 2004 - 2008
Measurisk, LLC July 1997 - January 2004
Bankers Trust July 1993 - July 1997
Anderson Consulting Services Inc. August 1988 - August 1991
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Lafayette College 1984 — 1988
BA, Economics, Computer Science
HedgeMark International, LLC January 2011 - Present
Measurisk June 2008 - January 2011
Bear Stearns Asset Management 2004 - 2008
Measurisk, LLC July 1997 - January 2004
Bankers Trust July 1993 - July 1997
Anderson Consulting Services Inc. August 1988 - August 1991
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Lafayette College 1984 — 1988
BA, Economics, Computer Science
Kevin D. White Kevin D. White's Bankers Trust Experience May 1990 - August 1990
Job Managing Partner, Spring Hill Capital Partners, LLC
Industry Investment Management
Experience
Spring Hill Capital Partners, LLC October 2008 - Present
United States Olympic Committee February 2011 - Present
Beginning with Children Foundation August 2006 - Present
Lehman Brothers September 1991 - October 2008
Bankers Trust May 1990 - August 1990
Kidder Peabody June 1986 - June 1988
Skills
Structured Finance, Capital Markets, Securities, Securitization, Loans, Real Estate Investment, Alternative Investments, Investment Advisory, CMBS, CRE CDO, Real Estate Development, Real Estate, Leadership, Asset Management, Fixed Income, Hedge Funds, Investments, Investment Banking, Portfolio Management, Equities, Investment Properties, Bonds, Private Equity, Trading, Investment Strategies, Derivatives, ABS, Financial Modeling, Bloomberg, Financial Structuring, Venture Capital, Emerging Markets, Financial Markets, Due Diligence, Leveraged Finance, Mergers & Acquisitions, Investment Management, Private Placements, Real Estate Economics, Corporate Development, Valuation, Funding, Structured Products, Investor Relations
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Finance
College of the Holy Cross 1982 — 1986
BA, Chemistry
Choate Rosemary Hall 1981 — 1982
Pentucket HS 1977 — 1981
Spring Hill Capital Partners, LLC October 2008 - Present
United States Olympic Committee February 2011 - Present
Beginning with Children Foundation August 2006 - Present
Lehman Brothers September 1991 - October 2008
Bankers Trust May 1990 - August 1990
Kidder Peabody June 1986 - June 1988
Skills
Structured Finance, Capital Markets, Securities, Securitization, Loans, Real Estate Investment, Alternative Investments, Investment Advisory, CMBS, CRE CDO, Real Estate Development, Real Estate, Leadership, Asset Management, Fixed Income, Hedge Funds, Investments, Investment Banking, Portfolio Management, Equities, Investment Properties, Bonds, Private Equity, Trading, Investment Strategies, Derivatives, ABS, Financial Modeling, Bloomberg, Financial Structuring, Venture Capital, Emerging Markets, Financial Markets, Due Diligence, Leveraged Finance, Mergers & Acquisitions, Investment Management, Private Placements, Real Estate Economics, Corporate Development, Valuation, Funding, Structured Products, Investor Relations
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Finance
College of the Holy Cross 1982 — 1986
BA, Chemistry
Choate Rosemary Hall 1981 — 1982
Pentucket HS 1977 — 1981
Melissa Horan Blanda Melissa Horan Blanda's Bankers Trust Experience October 1986 - December 1993
Job Coordinator, Disabilities and Leaves at Fairfax County Public Schools
Industry Human Resources
Experience
Fairfax County Public Schools April 2005 - Present
Watson Wyatt 1994 - 2000
Bankers Trust October 1986 - December 1993
Skills
Instructional Design, Staff Development, Coaching, Teaching, Leadership Development, Program Management, Curriculum Design, Career Counseling, Public Speaking, Training, Curriculum Development, Technology Integration, Organizational..., Leadership, Research, E-Learning, Data Analysis, Microsoft Office, Project Management
Education
Fordham University - Graduate School of Business Administration 1989 — 1992
MBA, Financial and Quality Management
Cedar Crest College 1984 — 1986
Bachelor of Business Administration (B.B.A.), Quantitative and Analytical Methods, Magna Cum Laude
Bankers Trust Management Training Program
Fairfax County Public Schools Leadership Cohort Program
Rosemont College
BS, Business - Quantative Methods
Fairfax County Public Schools April 2005 - Present
Watson Wyatt 1994 - 2000
Bankers Trust October 1986 - December 1993
Skills
Instructional Design, Staff Development, Coaching, Teaching, Leadership Development, Program Management, Curriculum Design, Career Counseling, Public Speaking, Training, Curriculum Development, Technology Integration, Organizational..., Leadership, Research, E-Learning, Data Analysis, Microsoft Office, Project Management
Education
Fordham University - Graduate School of Business Administration 1989 — 1992
MBA, Financial and Quality Management
Cedar Crest College 1984 — 1986
Bachelor of Business Administration (B.B.A.), Quantitative and Analytical Methods, Magna Cum Laude
Bankers Trust Management Training Program
Fairfax County Public Schools Leadership Cohort Program
Rosemont College
BS, Business - Quantative Methods
Frank Incatasciato Frank Incatasciato's Bankers Trust Experience 1984 - 1989
Job Consultant at SODEXO (former SODEXHO)
Industry Information Technology and Services
Experience
SODEXO (former SODEXHO) March 2009 - Present
Tsymmetry Inc. June 2008 - December 2008
Omni Solutions Inc. June 2007 - May 2008
BearingPoint 2004 - 2007
KPMG Consulting 1999 - 2003
Omni Solutions, Inc. January 1989 - February 1999
Bankers Trust 1984 - 1989
Education
City University of New York
SODEXO (former SODEXHO) March 2009 - Present
Tsymmetry Inc. June 2008 - December 2008
Omni Solutions Inc. June 2007 - May 2008
BearingPoint 2004 - 2007
KPMG Consulting 1999 - 2003
Omni Solutions, Inc. January 1989 - February 1999
Bankers Trust 1984 - 1989
Education
City University of New York
Holly Zimmerman Holly Zimmerman's Bankers Trust Experience September 2013 - Present
Job VP, Treasury Management at Bankers Trust
Industry Banking
Experience
Bankers Trust September 2013 - Present
Wells Fargo January 1994 - September 2013
Skills
Treasury Management, Commercial Banking, Treasury Services, Banking, Cash Management, Commercial Lending, Loans, Cross Selling, Mortgage Lending, Payments, Consumer Lending, Credit, Small Business Lending, ACH, Portfolio Management, Sales
Education
Coe College 1993 — 1997
Business Administration
Postville HS
Bankers Trust September 2013 - Present
Wells Fargo January 1994 - September 2013
Skills
Treasury Management, Commercial Banking, Treasury Services, Banking, Cash Management, Commercial Lending, Loans, Cross Selling, Mortgage Lending, Payments, Consumer Lending, Credit, Small Business Lending, ACH, Portfolio Management, Sales
Education
Coe College 1993 — 1997
Business Administration
Postville HS
John Perkoff John Perkoff's Bankers Trust Experience 1998 - 2000
Job Expert Witness on Banking and Securities Operations
Industry Financial Services
Experience
JPerkoff Consultant November 2013 - Present
Windham Mountain 2001 - 2015
Barclays Capital September 2011 - May 2013
Morgan Stanley September 2000 - August 2011
Bankers Trust 1998 - 2000
Marine Midland Bank 1986 - 1988
Skills
Fixed Income, Capital Markets, Hedge Funds, Equities, Derivatives, Securities, Alternative Investments, Equity Derivatives, Trading, Bloomberg, Prime Brokerage, Options, Investment Banking, Financial Services, Interest Rate..., Market Data, Trading Systems, Settlement, Series 7, Middle Office, FX Options, Electronic Trading, Structured Products, Credit Derivatives, Financial Markets, Securities Lending, Reference Data, Asset Management, Bonds, Swaps, Corporate Actions, Back Office, Collateral Management, Emerging Markets, Risk Management, Finance, Banking, Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2014 — 2017
Master's Degree, Physician Assistant
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance
Columbia University - School of International and Public Affairs 1983 — 1986
MIA, Middle East Studies
Haverford College 1979 — 1983
BA, Political Science
The Hebrew University 1981 — 1982
JPerkoff Consultant November 2013 - Present
Windham Mountain 2001 - 2015
Barclays Capital September 2011 - May 2013
Morgan Stanley September 2000 - August 2011
Bankers Trust 1998 - 2000
Marine Midland Bank 1986 - 1988
Skills
Fixed Income, Capital Markets, Hedge Funds, Equities, Derivatives, Securities, Alternative Investments, Equity Derivatives, Trading, Bloomberg, Prime Brokerage, Options, Investment Banking, Financial Services, Interest Rate..., Market Data, Trading Systems, Settlement, Series 7, Middle Office, FX Options, Electronic Trading, Structured Products, Credit Derivatives, Financial Markets, Securities Lending, Reference Data, Asset Management, Bonds, Swaps, Corporate Actions, Back Office, Collateral Management, Emerging Markets, Risk Management, Finance, Banking, Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2014 — 2017
Master's Degree, Physician Assistant
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance
Columbia University - School of International and Public Affairs 1983 — 1986
MIA, Middle East Studies
Haverford College 1979 — 1983
BA, Political Science
The Hebrew University 1981 — 1982
Christopher Rosenthal Christopher Rosenthal's Bankers Trust Experience January 1997 - October 2000
Job Director at BNY Mellon
Industry Banking
Experience
BNY Mellon April 2015 - Present
The Bank of New York Mellon December 2000 - April 2015
Bankers Trust January 1997 - October 2000
Skills
Securities, Financial Services, FX Options, Mutual Funds, Asset Management, Fixed Income, Hedge Funds, Back Office, Accounting, Alternative Investments, Cash Management, Investments, Equities, Derivatives, Bloomberg, Securities Lending, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA Economics and Finance
Clemson University 1992 — 1996
BS in Accounting
BNY Mellon April 2015 - Present
The Bank of New York Mellon December 2000 - April 2015
Bankers Trust January 1997 - October 2000
Skills
Securities, Financial Services, FX Options, Mutual Funds, Asset Management, Fixed Income, Hedge Funds, Back Office, Accounting, Alternative Investments, Cash Management, Investments, Equities, Derivatives, Bloomberg, Securities Lending, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA Economics and Finance
Clemson University 1992 — 1996
BS in Accounting
Elizabeth Platt Elizabeth Platt's Bankers Trust Experience August 1985 - February 1992
Job Transformation Strategy & Execution, Diversity Leader
Industry Financial Services
Experience
Credit Suisse June 2006 - March 2015
Citadel April 2005 - February 2006
Bank of America August 2002 - February 2005
Lehman Brothers March 1992 - July 2002
Bankers Trust August 1985 - February 1992
Skills
Program Management, Risk Management, Leadership, Operational Risk..., Governance, Coaching, Diversity & Inclusion, Leading Change, Cross-functional Team..., Change Management, Investment Banking, Management, Portfolio Management, PMO, Business Analysis, Fixed Income, Finance, IT Strategy, Project Portfolio..., Vendor Management, IT Financial Management, Performance Management, Team Building, Mentoring, Process Improvement, Business Process..., Business Transformation, Business Process..., Trading Systems, Organizational..., PMP, Staff Development, IT Business Management, Leading Positive Change, Leading...
Education
Columbia University - Columbia Business School
MBA
The Johns Hopkins University
BA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Project Management Institute
Scaled Agile for the Enterprise (SAFE)
Credit Suisse June 2006 - March 2015
Citadel April 2005 - February 2006
Bank of America August 2002 - February 2005
Lehman Brothers March 1992 - July 2002
Bankers Trust August 1985 - February 1992
Skills
Program Management, Risk Management, Leadership, Operational Risk..., Governance, Coaching, Diversity & Inclusion, Leading Change, Cross-functional Team..., Change Management, Investment Banking, Management, Portfolio Management, PMO, Business Analysis, Fixed Income, Finance, IT Strategy, Project Portfolio..., Vendor Management, IT Financial Management, Performance Management, Team Building, Mentoring, Process Improvement, Business Process..., Business Transformation, Business Process..., Trading Systems, Organizational..., PMP, Staff Development, IT Business Management, Leading Positive Change, Leading...
Education
Columbia University - Columbia Business School
MBA
The Johns Hopkins University
BA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Project Management Institute
Scaled Agile for the Enterprise (SAFE)
Shivani Kharbanda Shivani Kharbanda's Bankers Trust Experience May 2013 - August 2013
Job Attended Central College
Industry Machinery
Experience
Vermeer Corporation July 2014 - Present
Vermeer Corporation January 2014 - June 2014
Bankers Trust May 2013 - August 2013
Skills
Leadership, Process Improvement, Risk Assessment, Microsoft Office, Internal Audit, Data Analysis, COBIT, SQL
Education
Drake University 2014 — 2017
Master's degree, Accounting
Central College 2010 — 2014
Bachelor of Arts (B.A.), Actuarial Science
Vermeer Corporation July 2014 - Present
Vermeer Corporation January 2014 - June 2014
Bankers Trust May 2013 - August 2013
Skills
Leadership, Process Improvement, Risk Assessment, Microsoft Office, Internal Audit, Data Analysis, COBIT, SQL
Education
Drake University 2014 — 2017
Master's degree, Accounting
Central College 2010 — 2014
Bachelor of Arts (B.A.), Actuarial Science
Bev Noel Bev Noel's Bankers Trust Experience 1995 - 1999
Job IT Support Analyst
Industry Information Technology and Services
Experience
Consultant May 2014 - Present
NYC Business Solutions 2011 - 2011
Thomson Reuters 2000 - 2000
JP Morgan 1999 - 1999
Bankers Trust 1995 - 1999
Skills
Business Process..., Crystal Reports, CSS, HTML5, Live Meeting, Lotus Domino, Microsoft Project, Microsoft SQL Server, .NET, Requirements Gathering, Sharepoint, Systems Analysis, Training Delivery, Web Logic
Education
City University of New York-John Jay College of Criminal Justice 1990 — 1993
BS, Computer Information Systems
New York Institute of Technology Manhattan Campus 1988 — 1990
Computer Science
LIU Brooklyn
Consultant May 2014 - Present
NYC Business Solutions 2011 - 2011
Thomson Reuters 2000 - 2000
JP Morgan 1999 - 1999
Bankers Trust 1995 - 1999
Skills
Business Process..., Crystal Reports, CSS, HTML5, Live Meeting, Lotus Domino, Microsoft Project, Microsoft SQL Server, .NET, Requirements Gathering, Sharepoint, Systems Analysis, Training Delivery, Web Logic
Education
City University of New York-John Jay College of Criminal Justice 1990 — 1993
BS, Computer Information Systems
New York Institute of Technology Manhattan Campus 1988 — 1990
Computer Science
LIU Brooklyn
Demetrio Munoz Demetrio Munoz's Bankers Trust Experience July 1994 - May 1999
Job Medical Student
Industry Medical Practice
Experience
Deutsche Bank December 2010 - February 2013
Navigant Consulting November 2008 - November 2010
Lehman Brothers August 2008 - November 2008
XL Capital Assurance June 2004 - March 2008
Ernst & Young June 2002 - June 2004
Arthur Andersen LLP January 2002 - June 2002
Bankers Trust July 1994 - May 1999
Skills
ABS, Fixed Income, Capital Markets, Hedge Funds, Structured Finance, Structured Products, Securitization, Derivatives, Portfolio Management, Valuation, Management, Private Equity, Investment Banking, Financial Structuring, Financial Services, CDO, MBS, Financial Modeling, Equities, Finance, Asset Management, Loans, Credit Analysis, Project Finance, Financial Markets, Securities, Alternative Investments, Bonds, Trading, Bloomberg, Leveraged Finance, Emerging Markets, Due Diligence
Education
State University of New York Upstate Medical University 2014 — 2018
Doctor of Medicine (M.D.)
Hunter College 2013 — 2014
Bachelor of Arts (B.A.), Biochemistry
New York Theological Seminary 2005 — 2010
Divinity/Ministry
Massachusetts Institute of Technology 1999 — 2001
Economics
Cornell University 1990 — 1994
Bachelor of Arts (B.A.), Mathematics and Computer Science
Deutsche Bank December 2010 - February 2013
Navigant Consulting November 2008 - November 2010
Lehman Brothers August 2008 - November 2008
XL Capital Assurance June 2004 - March 2008
Ernst & Young June 2002 - June 2004
Arthur Andersen LLP January 2002 - June 2002
Bankers Trust July 1994 - May 1999
Skills
ABS, Fixed Income, Capital Markets, Hedge Funds, Structured Finance, Structured Products, Securitization, Derivatives, Portfolio Management, Valuation, Management, Private Equity, Investment Banking, Financial Structuring, Financial Services, CDO, MBS, Financial Modeling, Equities, Finance, Asset Management, Loans, Credit Analysis, Project Finance, Financial Markets, Securities, Alternative Investments, Bonds, Trading, Bloomberg, Leveraged Finance, Emerging Markets, Due Diligence
Education
State University of New York Upstate Medical University 2014 — 2018
Doctor of Medicine (M.D.)
Hunter College 2013 — 2014
Bachelor of Arts (B.A.), Biochemistry
New York Theological Seminary 2005 — 2010
Divinity/Ministry
Massachusetts Institute of Technology 1999 — 2001
Economics
Cornell University 1990 — 1994
Bachelor of Arts (B.A.), Mathematics and Computer Science
Eric Boughner Eric Boughner's Bankers Trust Experience August 1995 - July 1998
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2008 - Present
Plextronics, Inc. June 2002 - April 2008
Draper Triangle Ventures May 2001 - July 2002
BNP Paribas August 1998 - July 2000
Bankers Trust August 1995 - July 1998
Skills
Due Diligence, Venture Capital, Private Equity, Start-ups, Emerging Markets, Corporate Development, Mutual Funds, Mergers & Acquisitions, Business Development, Equities, New Business Development, Executive Management, Business Strategy
Education
Carnegie Mellon University; Tepper School of Business 2000 — 2002
MBA
Penn State University 1991 — 1995
BS
BNY Mellon April 2008 - Present
Plextronics, Inc. June 2002 - April 2008
Draper Triangle Ventures May 2001 - July 2002
BNP Paribas August 1998 - July 2000
Bankers Trust August 1995 - July 1998
Skills
Due Diligence, Venture Capital, Private Equity, Start-ups, Emerging Markets, Corporate Development, Mutual Funds, Mergers & Acquisitions, Business Development, Equities, New Business Development, Executive Management, Business Strategy
Education
Carnegie Mellon University; Tepper School of Business 2000 — 2002
MBA
Penn State University 1991 — 1995
BS
Jeanne Gribbin's Bankers Trust Experience 1992 - 1999
Job Vice President at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs July 2006 - Present
Deutsche Bank April 2000 - January 2006
Bankers Trust 1992 - 1999
Skills
Alternative Investments, Asset Management, Hedge Funds, Vendor Management, Fixed Income, Private Equity, Equities, Fund Of Funds, Strategy, Asset Managment, Emerging Markets, Derivatives, Bloomberg, Portfolio Management, Capital Markets, Investment Banking
Education
Columbia Business School 1998 — 2000
MBA
Manhattan College 1988 — 1992
Bachelor of Science, Finance and Marketing
Goldman Sachs July 2006 - Present
Deutsche Bank April 2000 - January 2006
Bankers Trust 1992 - 1999
Skills
Alternative Investments, Asset Management, Hedge Funds, Vendor Management, Fixed Income, Private Equity, Equities, Fund Of Funds, Strategy, Asset Managment, Emerging Markets, Derivatives, Bloomberg, Portfolio Management, Capital Markets, Investment Banking
Education
Columbia Business School 1998 — 2000
MBA
Manhattan College 1988 — 1992
Bachelor of Science, Finance and Marketing
Cristiane AbouAssaly Cristiane AbouAssaly's Bankers Trust Experience May 2014 - Present
Job Private Banking Officer; Bankers Trust
Industry Banking
Experience
Bankers Trust May 2014 - Present
Corridor Business Journal February 2012 - May 2014
Uptown District April 2010 - February 2012
US Bank January 2002 - May 2003
Skills
Fundraising, Non-profits, Public Speaking, Event Planning, Small Business Lending, Banking, Advertising, Customer Service, Strategic Planning, Nonprofits, Research, Public Relations, Marketing, New Business Development, Marketing Strategy, Marketing Communications, Email Marketing, Small Business, Team Building, Sales, Volunteer Management, Social Networking, Project Management, Leadership, Government, Training, Leadership Development, Event Management, Community Outreach, Social Media, Social Media Marketing, Coaching, Entrepreneurship, Community Development, Time Management, Management, Team Leadership, Program Management, Organizational...
Education
Coe College 1996 — 2000
BA, Business Administration and Spanish
Washington High School 1993 — 1996
Bankers Trust May 2014 - Present
Corridor Business Journal February 2012 - May 2014
Uptown District April 2010 - February 2012
US Bank January 2002 - May 2003
Skills
Fundraising, Non-profits, Public Speaking, Event Planning, Small Business Lending, Banking, Advertising, Customer Service, Strategic Planning, Nonprofits, Research, Public Relations, Marketing, New Business Development, Marketing Strategy, Marketing Communications, Email Marketing, Small Business, Team Building, Sales, Volunteer Management, Social Networking, Project Management, Leadership, Government, Training, Leadership Development, Event Management, Community Outreach, Social Media, Social Media Marketing, Coaching, Entrepreneurship, Community Development, Time Management, Management, Team Leadership, Program Management, Organizational...
Education
Coe College 1996 — 2000
BA, Business Administration and Spanish
Washington High School 1993 — 1996
Daniel Sumit Ghosal Daniel Sumit Ghosal's Bankers Trust Experience September 1994 - September 1996
Job Director at Bank of Tokyo Mitsubishi UFJ
Industry Banking
Experience
Bank of Tokyo-Mitsubishi March 2007 - Present
Credit Suisse July 2003 - August 2006
Bear Stearns 2000 - 2003
Morgan Stanley 1999 - 2000
Bankers Trust September 1994 - September 1996
Skills
Investment Banking, Financial Modeling, Derivatives, Capital Markets, Structured Products, Market Risk, Trading, Alternative Investments, Bonds, Financial Risk, Risk Management, Equities, Structured Finance, Fixed Income, Credit Risk, Bloomberg, Hedge Funds, Equity Derivatives, FX Options, Financial Markets, Interest Rate..., Options, Swaps, Credit Derivatives
Education
Columbia University in the City of New York 1992 — 1993
Database Design
Queens College 1990 — 1992
Masters of Arts, Economics
City University of New York City College 1984 — 1989
Diploma, Electrical Engineering
City University of New York Graduate Center 1984 — 1989
Bachelor of Arts, Economics & Mathematics
Bank of Tokyo-Mitsubishi March 2007 - Present
Credit Suisse July 2003 - August 2006
Bear Stearns 2000 - 2003
Morgan Stanley 1999 - 2000
Bankers Trust September 1994 - September 1996
Skills
Investment Banking, Financial Modeling, Derivatives, Capital Markets, Structured Products, Market Risk, Trading, Alternative Investments, Bonds, Financial Risk, Risk Management, Equities, Structured Finance, Fixed Income, Credit Risk, Bloomberg, Hedge Funds, Equity Derivatives, FX Options, Financial Markets, Interest Rate..., Options, Swaps, Credit Derivatives
Education
Columbia University in the City of New York 1992 — 1993
Database Design
Queens College 1990 — 1992
Masters of Arts, Economics
City University of New York City College 1984 — 1989
Diploma, Electrical Engineering
City University of New York Graduate Center 1984 — 1989
Bachelor of Arts, Economics & Mathematics
Stewart Berman Stewart Berman's Bankers Trust Experience February 1995 - June 1998
Job CTO At Saberman, Inc.
Industry Computer Software
Experience
Saberman, Inc. January 1993 - Present
CareBinders August 2009 - Present
Credit Suisse November 2010 - January 2013
Credit Suisse January 2005 - December 2008
Credit Suisse First Boston January 1999 - January 2005
CSFB January 1999 - January 2005
Deutsche Bank July 1998 - January 1999
Bankers Trust February 1995 - June 1998
Citibank 1992 - 1995
Lehman Brothers 1991 - 1992
Skills
Microsoft Access, VBA, Market Risk, Risk Management, Credit Derivatives, Derivatives, Business Analysis, Fixed Income, Investment Banking, Financial Risk, Access, Database Design, Strategy, Credit, Requirements Gathering, Integration, Quantitative Finance, SDLC, Analysis, Valuation, Credit Risk, Financial Services, Capital Markets, Testing, Hedge Funds, Oracle, Software Development, Asset Management, Sybase, Interest Rate..., Microsoft SQL Server, Financial Markets, Equities, VAR, Options, Visual Basic, Market Data, Requirements Analysis, Databases, Equity Derivatives, Trading, FX Options, Commodity, Unix, Trading Systems, Data Modeling, Low Latency
Education
City University of New York City College
BEE, Electrical Engineering
City University of New York City College
MEE, Electrical Engineering
Fordham Gabelli School of Business
MBA, Professional Accounting
Saberman, Inc. January 1993 - Present
CareBinders August 2009 - Present
Credit Suisse November 2010 - January 2013
Credit Suisse January 2005 - December 2008
Credit Suisse First Boston January 1999 - January 2005
CSFB January 1999 - January 2005
Deutsche Bank July 1998 - January 1999
Bankers Trust February 1995 - June 1998
Citibank 1992 - 1995
Lehman Brothers 1991 - 1992
Skills
Microsoft Access, VBA, Market Risk, Risk Management, Credit Derivatives, Derivatives, Business Analysis, Fixed Income, Investment Banking, Financial Risk, Access, Database Design, Strategy, Credit, Requirements Gathering, Integration, Quantitative Finance, SDLC, Analysis, Valuation, Credit Risk, Financial Services, Capital Markets, Testing, Hedge Funds, Oracle, Software Development, Asset Management, Sybase, Interest Rate..., Microsoft SQL Server, Financial Markets, Equities, VAR, Options, Visual Basic, Market Data, Requirements Analysis, Databases, Equity Derivatives, Trading, FX Options, Commodity, Unix, Trading Systems, Data Modeling, Low Latency
Education
City University of New York City College
BEE, Electrical Engineering
City University of New York City College
MEE, Electrical Engineering
Fordham Gabelli School of Business
MBA, Professional Accounting
Mary E. OConnell, PhD Mary E. OConnell, PhD's Bankers Trust Experience July 1985 - 1988
Job Healthcare
Industry Pharmaceuticals
Experience
Healthcare 2010 - Present
Merck 2009 - 2010
Boehringer Ingelheim May 2003 - October 2008
Pfizer 1993 - 2003
Pfizer 1990 - November 1993
Pfizer 1988 - 1990
Bankers Trust July 1985 - 1988
Skills
Pharmaceutical Industry, Pharmaceutical Sales, Oncology, Cardiology, Market Analysis, Regulatory Affairs, Market Access, CTMS, GCP, Competitive Intelligence, Global Marketing, Vaccines, Neurology, Psychiatry, Therapeutic Areas, Infectious Diseases, Specialty Pharmaceutical, CNS disorders, Neurological Disorders, Neuropsychopharmacology, Rheumatology, Urology, Sales Effectiveness, Diabetes, Endocrinology, Clinical Trials, Managed Care, Dermatology, Biotechnology, Product Launch, Clinical Development, Medical Affairs, Gastroenterology, Biopharmaceuticals, Drug Development, Pharmaceutics, Cross-functional Team...
Education
NYU Stern School of Business 1982 — 1982
Business Administration and Management, General
City University of New York 1974 — 1979
Doctor of Philosophy (PhD), Biology/Psychology
Healthcare 2010 - Present
Merck 2009 - 2010
Boehringer Ingelheim May 2003 - October 2008
Pfizer 1993 - 2003
Pfizer 1990 - November 1993
Pfizer 1988 - 1990
Bankers Trust July 1985 - 1988
Skills
Pharmaceutical Industry, Pharmaceutical Sales, Oncology, Cardiology, Market Analysis, Regulatory Affairs, Market Access, CTMS, GCP, Competitive Intelligence, Global Marketing, Vaccines, Neurology, Psychiatry, Therapeutic Areas, Infectious Diseases, Specialty Pharmaceutical, CNS disorders, Neurological Disorders, Neuropsychopharmacology, Rheumatology, Urology, Sales Effectiveness, Diabetes, Endocrinology, Clinical Trials, Managed Care, Dermatology, Biotechnology, Product Launch, Clinical Development, Medical Affairs, Gastroenterology, Biopharmaceuticals, Drug Development, Pharmaceutics, Cross-functional Team...
Education
NYU Stern School of Business 1982 — 1982
Business Administration and Management, General
City University of New York 1974 — 1979
Doctor of Philosophy (PhD), Biology/Psychology
Chaunci Hall Chaunci Hall's Bankers Trust Experience April 2000 - January 2013
Job Claims LSS4 at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
Community Choice Credit Union July 2013 - January 2014
Bankers Trust April 2000 - January 2013
Bank of America May 1995 - April 2000
Skills
Administrative Functions, Branch Management, Mortgage Underwriting, Loans, Credit, Mortgage Lending, Underwriting, Lines Of Credit, Real Estate, Home Equity Loans, Training, Branch Banking, Budgets, Small Business Lending
Education
Iowa State University 2000 — 2002
MBA
Colorado Christian University 1989 — 1991
Bachelor's degree, Management of Human Resources
Wells Fargo August 2014 - Present
Community Choice Credit Union July 2013 - January 2014
Bankers Trust April 2000 - January 2013
Bank of America May 1995 - April 2000
Skills
Administrative Functions, Branch Management, Mortgage Underwriting, Loans, Credit, Mortgage Lending, Underwriting, Lines Of Credit, Real Estate, Home Equity Loans, Training, Branch Banking, Budgets, Small Business Lending
Education
Iowa State University 2000 — 2002
MBA
Colorado Christian University 1989 — 1991
Bachelor's degree, Management of Human Resources
Joseph Bednar Joseph Bednar's Bankers Trust Experience 1994 - 1999
Job Senior Graphic Designer at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds 1999 - Present
Bankers Trust 1994 - 1999
Freelance 1988 - 1994
The New School for Social Research 1984 - 1988
Parsons School of Design 1979 - 1982
Hunter College 1977 - 1979
Skills
Graphic Design, Email Marketing, Graphics, Advertising, Logo Design, Brochures, Newsletters, Adobe Creative Suite, Copywriting, Art, Marketing, Corporate Communications, Typography, QuarkXPress, Direct Mail, Creative Direction, Adobe Acrobat, Branding & Identity, Art Direction, Collateral, Corporate Branding, Corporate Identity, Drawing
Education
Hunter College
BA, Fine Arts
Yale University
MFA, Graphic Design
OppenheimerFunds 1999 - Present
Bankers Trust 1994 - 1999
Freelance 1988 - 1994
The New School for Social Research 1984 - 1988
Parsons School of Design 1979 - 1982
Hunter College 1977 - 1979
Skills
Graphic Design, Email Marketing, Graphics, Advertising, Logo Design, Brochures, Newsletters, Adobe Creative Suite, Copywriting, Art, Marketing, Corporate Communications, Typography, QuarkXPress, Direct Mail, Creative Direction, Adobe Acrobat, Branding & Identity, Art Direction, Collateral, Corporate Branding, Corporate Identity, Drawing
Education
Hunter College
BA, Fine Arts
Yale University
MFA, Graphic Design
Ira Rudowsky Ira Rudowsky's Bankers Trust Experience 1987 - 1991
Job Professor at Brooklyn College
Industry Computer Software
Experience
Brooklyn College August 2001 - Present
Merrill Lynch September 1991 - August 2001
Bankers Trust 1987 - 1991
Hertz 1981 - 1987
Skills
Higher Education, Databases, Software Engineering, Management, Programming, Statistics, Program Management, Data Analysis, C++, Java, Software Development, Strategy, Analysis, Public Speaking, Strategic Planning, Research, Teaching, Microsoft Excel, Microsoft Office, Program Development
Education
City University of New York 1973 — 1982
PhD, Computer Science
Yeshiva University 1969 — 1973
BA, Math
Brooklyn College August 2001 - Present
Merrill Lynch September 1991 - August 2001
Bankers Trust 1987 - 1991
Hertz 1981 - 1987
Skills
Higher Education, Databases, Software Engineering, Management, Programming, Statistics, Program Management, Data Analysis, C++, Java, Software Development, Strategy, Analysis, Public Speaking, Strategic Planning, Research, Teaching, Microsoft Excel, Microsoft Office, Program Development
Education
City University of New York 1973 — 1982
PhD, Computer Science
Yeshiva University 1969 — 1973
BA, Math
Jim Hesson's Bankers Trust Experience July 1990 - February 1992
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2014 - Present
Edward Jones January 2014 - April 2014
A. H. Belo August 2007 - November 2013
The State Newspaper January 2000 - August 2007
Ellett Brothers Inc. November 1996 - January 2000
Columbia International University 1992 - November 1996
Bankers Trust July 1990 - February 1992
Bankers Trust April 1988 - February 1992
Kidder Peabody October 1984 - April 1988
Chemical Bank April 1984 - October 1984
Skills
Online Advertising, Project Management, SEO, Social Media, Vendor Management, HTML, Team Leadership, Strategic Planning, Team Building, Troubleshooting, Budget, Newspaper, Advertising, Email Marketing, Management, Budgets, Salesforce.com, E-commerce, Content Management, Digital Media, Analytics, Program Management, Publishing, Strategy, Leadership, Newspapers, Social Media Marketing, CMS, Online Marketing, Business Process..., Omniture, Enterprise Software, Sales, Web Content Management, Digital Marketing, B2B, Business Process, Web Analytics, CRM, IT Strategy, Executive Management, Digital Strategy, Strategic Partnerships, Networking, Product Management, ERP, SEM, Access, Mobile Marketing, Information Technology
Education
Columbia International University 1992 — 1996
Masters Program (DNF), Masters of Divinity
Nyack College 1975 — 1979
Bachelor or Arts, Music Education
Edward Jones 2014 - Present
Edward Jones January 2014 - April 2014
A. H. Belo August 2007 - November 2013
The State Newspaper January 2000 - August 2007
Ellett Brothers Inc. November 1996 - January 2000
Columbia International University 1992 - November 1996
Bankers Trust July 1990 - February 1992
Bankers Trust April 1988 - February 1992
Kidder Peabody October 1984 - April 1988
Chemical Bank April 1984 - October 1984
Skills
Online Advertising, Project Management, SEO, Social Media, Vendor Management, HTML, Team Leadership, Strategic Planning, Team Building, Troubleshooting, Budget, Newspaper, Advertising, Email Marketing, Management, Budgets, Salesforce.com, E-commerce, Content Management, Digital Media, Analytics, Program Management, Publishing, Strategy, Leadership, Newspapers, Social Media Marketing, CMS, Online Marketing, Business Process..., Omniture, Enterprise Software, Sales, Web Content Management, Digital Marketing, B2B, Business Process, Web Analytics, CRM, IT Strategy, Executive Management, Digital Strategy, Strategic Partnerships, Networking, Product Management, ERP, SEM, Access, Mobile Marketing, Information Technology
Education
Columbia International University 1992 — 1996
Masters Program (DNF), Masters of Divinity
Nyack College 1975 — 1979
Bachelor or Arts, Music Education
John M. Greene John M. Greene's Bankers Trust Experience May 1992 - June 1995
Job Capital Advisor
Industry Investment Management
Experience
Zeleny Holdings, LLC July 2010 - Present
GreeneWood Holdings September 1996 - Present
Various June 2012 - Present
HotRantsMedia, LLC October 2007 - Present
Power Industry (startup) October 2008 - October 2010
BitsOfCode March 2004 - July 2008
South Shore Capital Partners January 2002 - December 2004
Enron Corp March 1996 - December 2001
Deutsche Bank July 1995 - February 1996
Bankers Trust May 1992 - June 1995
Skills
Derivatives, Excel, Equity Trading, Trading, Real Estate, Commodities, Options, Stocks, Currency, Portfolio Management, Private Equity, Start-ups, Valuation, Business Development, Commodity, Risk Management, Hedge Funds, Microsoft Excel, Equities
Education
The University of Texas at Austin 1985 — 1991
BBA/BS
Choate Rosemary Hall 1982 — 1985
Zeleny Holdings, LLC July 2010 - Present
GreeneWood Holdings September 1996 - Present
Various June 2012 - Present
HotRantsMedia, LLC October 2007 - Present
Power Industry (startup) October 2008 - October 2010
BitsOfCode March 2004 - July 2008
South Shore Capital Partners January 2002 - December 2004
Enron Corp March 1996 - December 2001
Deutsche Bank July 1995 - February 1996
Bankers Trust May 1992 - June 1995
Skills
Derivatives, Excel, Equity Trading, Trading, Real Estate, Commodities, Options, Stocks, Currency, Portfolio Management, Private Equity, Start-ups, Valuation, Business Development, Commodity, Risk Management, Hedge Funds, Microsoft Excel, Equities
Education
The University of Texas at Austin 1985 — 1991
BBA/BS
Choate Rosemary Hall 1982 — 1985
John DeRosa's Bankers Trust Experience April 1993 - April 1994
Job Director of Information Systems at Western Connecticut State University
Industry Information Technology and Services
Experience
Western Connecticut State University February 2013 - Present
IBM April 1994 - February 2013
Bankers Trust April 1993 - April 1994
JPMorgan Chase October 1986 - November 1991
Skills
Software Project..., Vendor Management, Solution Architecture, IT Management, Websphere, Software Development, Program Management, Business Analysis, SOA, Portals, Disaster Recovery, Project Management, Change Management, IT Strategy, Requirements Analysis, Agile Methodologies, DB2, Integration
Education
Brooklyn College 1978 — 1983
Bachelor of Arts (B.A.), Economics and Computer Science
Lafayette High School 1976 — 1978
Western Connecticut State University February 2013 - Present
IBM April 1994 - February 2013
Bankers Trust April 1993 - April 1994
JPMorgan Chase October 1986 - November 1991
Skills
Software Project..., Vendor Management, Solution Architecture, IT Management, Websphere, Software Development, Program Management, Business Analysis, SOA, Portals, Disaster Recovery, Project Management, Change Management, IT Strategy, Requirements Analysis, Agile Methodologies, DB2, Integration
Education
Brooklyn College 1978 — 1983
Bachelor of Arts (B.A.), Economics and Computer Science
Lafayette High School 1976 — 1978
Karim Berichi Karim Berichi's Bankers Trust Experience 1993 - 1999
Job Portfolio Manager & U.S. Head of Valuation and Risk Assessment at BlackRock
Industry Investment Management
Experience
BlackRock 2011 - Present
Stifel Nicolaus 2010 - 2011
FSI Capital 2006 - 2010
Fortis Investments 2004 - 2006
Banca Intesa 2001 - 2004
GE Capital 1999 - 2000
Bankers Trust 1993 - 1999
Skills
Portfolio Management, Securitization, ABS, Structured Finance, Investments, Financial Structuring, Asset Management, Derivatives, Structured Products, Valuation
Education
Columbia Engineering
BS, Electrical Engineering
Columbia University - Columbia Business School
MBA, Finance
New York University
MS, Statistics and Operations Research
BlackRock 2011 - Present
Stifel Nicolaus 2010 - 2011
FSI Capital 2006 - 2010
Fortis Investments 2004 - 2006
Banca Intesa 2001 - 2004
GE Capital 1999 - 2000
Bankers Trust 1993 - 1999
Skills
Portfolio Management, Securitization, ABS, Structured Finance, Investments, Financial Structuring, Asset Management, Derivatives, Structured Products, Valuation
Education
Columbia Engineering
BS, Electrical Engineering
Columbia University - Columbia Business School
MBA, Finance
New York University
MS, Statistics and Operations Research
Cynthia Bravo Cynthia Bravo's Bankers Trust Experience 1994 - 1997
Job IT Project Manager
Industry Information Technology and Services
Experience
OnX Enterprise Solutions 2014 - 2015
Thomson Reuters November 2013 - April 2014
Thomson Reuters February 2013 - August 2013
Siemens Enterprise Communications February 2011 - February 2013
Thomson Reuters August 2009 - February 2011
CA January 2008 - March 2009
CA April 2002 - December 2007
CA December 1997 - March 2002
Bankers Trust 1994 - 1997
JP Morgan 1995 - 1996
Skills
Virtualization, ITIL, Disaster Recovery, Data Center, Windows Server, Cloud Computing, IT Operations, IT Management, Enterprise Software, Enterprise Architecture, Information Security, PMP, SDLC, IT Service Management, IT Strategy, Integration, Servers, Infrastructure, Solaris, Solution Architecture, SaaS, Management, Strategy, Security, Storage, Requirements Analysis, Business Intelligence, Software Development, Unix
Education
Stony Brook University 2009 — 2009
PMP, Project Management
City University of New York-Hunter College 1989 — 1992
BA, Computer Science
OnX Enterprise Solutions 2014 - 2015
Thomson Reuters November 2013 - April 2014
Thomson Reuters February 2013 - August 2013
Siemens Enterprise Communications February 2011 - February 2013
Thomson Reuters August 2009 - February 2011
CA January 2008 - March 2009
CA April 2002 - December 2007
CA December 1997 - March 2002
Bankers Trust 1994 - 1997
JP Morgan 1995 - 1996
Skills
Virtualization, ITIL, Disaster Recovery, Data Center, Windows Server, Cloud Computing, IT Operations, IT Management, Enterprise Software, Enterprise Architecture, Information Security, PMP, SDLC, IT Service Management, IT Strategy, Integration, Servers, Infrastructure, Solaris, Solution Architecture, SaaS, Management, Strategy, Security, Storage, Requirements Analysis, Business Intelligence, Software Development, Unix
Education
Stony Brook University 2009 — 2009
PMP, Project Management
City University of New York-Hunter College 1989 — 1992
BA, Computer Science
Anthony Moon Anthony Moon's Bankers Trust Experience 1987 - 1999
Job Chief Risk Officer Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
GE Capital 2014 - August 2015
GE Capital 2010 - 2014
Bank of Tokyo-Mitsubishi UFJ 1999 - 2010
Bankers Trust 1987 - 1999
Skills
Risk Management, Financial Risk, Management, Enterprise Risk..., Capital Markets, Credit, Finance, Portfolio Management, Strategy, Banking, Leadership, Liquidity Risk, Treasury, Credit Risk, Derivatives, Fixed Income, Market Risk, Operational Risk..., Business Strategy, Credit Analysis, Financial Institutions, Hedge Funds, Investment Banking, CCAR
Education
Columbia University - Columbia Business School
MBA
State University of New York College at Cortland 1982 — 1986
Economics
Morgan Stanley September 2015 - Present
GE Capital 2014 - August 2015
GE Capital 2010 - 2014
Bank of Tokyo-Mitsubishi UFJ 1999 - 2010
Bankers Trust 1987 - 1999
Skills
Risk Management, Financial Risk, Management, Enterprise Risk..., Capital Markets, Credit, Finance, Portfolio Management, Strategy, Banking, Leadership, Liquidity Risk, Treasury, Credit Risk, Derivatives, Fixed Income, Market Risk, Operational Risk..., Business Strategy, Credit Analysis, Financial Institutions, Hedge Funds, Investment Banking, CCAR
Education
Columbia University - Columbia Business School
MBA
State University of New York College at Cortland 1982 — 1986
Economics
Ira Rudowsky Ira Rudowsky's Bankers Trust Experience September 1987 - September 1991
Job professor at Brooklyn College
Industry Higher Education
Experience
Brooklyn College September 2001 - Present
Merrill Lynch September 1991 - September 2001
Bankers Trust September 1987 - September 1991
Hertz September 1981 - September 1987
New York State Comptroller's Office September 1977 - September 1981
Skills
IT Management, Management, Computer Science, Strategy, Finance, Higher Education, University Teaching, Teaching, College Teaching, Lecturing, Theory, Statistics, Student Affairs, Curriculum Development, Curriculum Design
Education
City University of New York 1973 — 1982
PhD, Computer Science
Yeshiva University 1969 — 1973
BA, Mathematics
Brooklyn College September 2001 - Present
Merrill Lynch September 1991 - September 2001
Bankers Trust September 1987 - September 1991
Hertz September 1981 - September 1987
New York State Comptroller's Office September 1977 - September 1981
Skills
IT Management, Management, Computer Science, Strategy, Finance, Higher Education, University Teaching, Teaching, College Teaching, Lecturing, Theory, Statistics, Student Affairs, Curriculum Development, Curriculum Design
Education
City University of New York 1973 — 1982
PhD, Computer Science
Yeshiva University 1969 — 1973
BA, Mathematics
Jana Rieker Jana Rieker's Bankers Trust Experience April 2010 - April 2015
Job PR and Communications Director at Trilix
Industry Marketing and Advertising
Experience
Trilix June 2015 - Present
Iowa Hall Of Pride March 2015 - Present
YMCA of Greater Des Moines February 1998 - Present
Bankers Trust April 2010 - April 2015
Bratney Companies March 2009 - April 2010
Meredith Corporation July 2000 - February 2009
Clear Channel June 1997 - July 2000
Gannett June 1994 - June 1997
Skills
Mentor, Coach, Volunteer, Marketing Communications, Integrated Marketing, Public Relations, Strategic Planning, Online Advertising, Market Research, Sales, Management, Marketing, Newsletters, Email Marketing, Advertising, Social Networking, Leadership, Social Media Marketing, Budgets, Business Development, Event Planning, Marketing Strategy, Account Management, B2B, Fundraising, Social Media, Digital Marketing, Public Speaking, Sales Management, Media Relations, Event Management
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1998
MBA, Business & Organizational Development
Central College 1990 — 1994
BA, Business, English
Harlan Community 1986 — 1990
Trilix June 2015 - Present
Iowa Hall Of Pride March 2015 - Present
YMCA of Greater Des Moines February 1998 - Present
Bankers Trust April 2010 - April 2015
Bratney Companies March 2009 - April 2010
Meredith Corporation July 2000 - February 2009
Clear Channel June 1997 - July 2000
Gannett June 1994 - June 1997
Skills
Mentor, Coach, Volunteer, Marketing Communications, Integrated Marketing, Public Relations, Strategic Planning, Online Advertising, Market Research, Sales, Management, Marketing, Newsletters, Email Marketing, Advertising, Social Networking, Leadership, Social Media Marketing, Budgets, Business Development, Event Planning, Marketing Strategy, Account Management, B2B, Fundraising, Social Media, Digital Marketing, Public Speaking, Sales Management, Media Relations, Event Management
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1998
MBA, Business & Organizational Development
Central College 1990 — 1994
BA, Business, English
Harlan Community 1986 — 1990
Robin Keller Robin Keller's Bankers Trust Experience 1985 - 1990
Job Education Law Attorney at Law Office of Robin P. Keller LLC
Industry Law Practice
Experience
Law Office of Robin P. Keller, LLC 2012 - Present
Robinson & Cole LLP September 2001 - November 2011
Bankers Trust 1985 - 1990
RepublicBank Dallas 1982 - 1985
Skills
Litigation, Special Education..., Foreclosure Prevention, Mediation, Courts, Arbitration, Special Education, Trials, Legal Research, Hearings, Appeals, Business Litigation, Commercial Litigation, Legal Writing, Civil Litigation
Education
The University of Connecticut School of Law 1998 — 2001
JD
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1982
MBA, Business
Clemson University 1973 — 1977
BS, Microbiology
Law Office of Robin P. Keller, LLC 2012 - Present
Robinson & Cole LLP September 2001 - November 2011
Bankers Trust 1985 - 1990
RepublicBank Dallas 1982 - 1985
Skills
Litigation, Special Education..., Foreclosure Prevention, Mediation, Courts, Arbitration, Special Education, Trials, Legal Research, Hearings, Appeals, Business Litigation, Commercial Litigation, Legal Writing, Civil Litigation
Education
The University of Connecticut School of Law 1998 — 2001
JD
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1982
MBA, Business
Clemson University 1973 — 1977
BS, Microbiology
Dan Pardock, CSM's Bankers Trust Experience October 2013 — October 2014
Job Business Solutions Analyst at INTL FCStone Inc.
Industry Consumer Services
Experience
INTL FCStone Inc. October 2014 — Present
All Things King November 2010 — Present
Bankers Trust October 2013 — October 2014
Bankers Trust December 2011 — October 2013
Faculty Lounge January 2001 — April 2012
Iowa Realty June 2010 — December 2011
The Weitz Company July 2007 — July 2009
Net-Integrated Consulting May, 2017 — Present
Skills
Documentation, Problem Solving, Customer Relations, Microsoft Office, Word, PowerPoint, Excel, Windows, Outlook, Process Improvement, Coaching, Troubleshooting, Document Management, Software Documentation, Customer Service, Training, Leadership, Microsoft Excel, Microsoft Word, SharePoint, Project Management, Management, Active Directory
Education
Loughborough University 2015 — 2015
European Summer School for Advanced Management
Iowa State University 2013 — 2015
Master of Business Administration (M.B.A.), Technology and Information Management
Central College 1991 — 1995
Bachelor’s Degree, K-6 General Music Education, 5-12 Instrumental Music Education
INTL FCStone Inc. October 2014 — Present
All Things King November 2010 — Present
Bankers Trust October 2013 — October 2014
Bankers Trust December 2011 — October 2013
Faculty Lounge January 2001 — April 2012
Iowa Realty June 2010 — December 2011
The Weitz Company July 2007 — July 2009
Net-Integrated Consulting May, 2017 — Present
Skills
Documentation, Problem Solving, Customer Relations, Microsoft Office, Word, PowerPoint, Excel, Windows, Outlook, Process Improvement, Coaching, Troubleshooting, Document Management, Software Documentation, Customer Service, Training, Leadership, Microsoft Excel, Microsoft Word, SharePoint, Project Management, Management, Active Directory
Education
Loughborough University 2015 — 2015
European Summer School for Advanced Management
Iowa State University 2013 — 2015
Master of Business Administration (M.B.A.), Technology and Information Management
Central College 1991 — 1995
Bachelor’s Degree, K-6 General Music Education, 5-12 Instrumental Music Education
Ron Deonarain, CFA's Bankers Trust Experience 1994 - 1999
Job MBS Portfolio Manager/Trader
Industry Investment Management
Experience
Bank of Tokyo-Mitsubishi November 2007 - April 2012
GIC May 2005 - September 2007
Dreyfus March 1999 - February 2005
Bankers Trust 1994 - 1999
Skills
Agency MBS, MBS, Asset Managment, Fixed Income, Portfolio Management, Investment Management, Financial Modeling, Bloomberg, Asset Management, Bonds, Capital Markets, Derivatives, Hedge Funds, Investment Banking, Structured Finance, Structured Products, Trading
Education
Columbia University in the City of New York 1988 — 1992
B.S., Industrial Engineering
Columbia Engineering
B.S., Industrial Engineering
Bank of Tokyo-Mitsubishi November 2007 - April 2012
GIC May 2005 - September 2007
Dreyfus March 1999 - February 2005
Bankers Trust 1994 - 1999
Skills
Agency MBS, MBS, Asset Managment, Fixed Income, Portfolio Management, Investment Management, Financial Modeling, Bloomberg, Asset Management, Bonds, Capital Markets, Derivatives, Hedge Funds, Investment Banking, Structured Finance, Structured Products, Trading
Education
Columbia University in the City of New York 1988 — 1992
B.S., Industrial Engineering
Columbia Engineering
B.S., Industrial Engineering
Juany Jardines's Bankers Trust Experience 1982 - 1986
Job Director, Surgery Informatics & Research Computing at Memorial SloanKettering Cancer Center
Industry Hospital & Health Care
Experience
Memorial Sloan-Kettering Cancer Center November 2009 - Present
Memorial Sloan-Kettering Cancer Center March 1999 - March 2010
Prudential Securities 1995 - 1999
Bankers Trust 1982 - 1986
Touche Ross 1981 - 1982
Showtime 1980 - 1981
Skills
Healthcare Information..., Healthcare, Program Management, Strategic Planning, Project Management, Process Improvement, Security, Team Building, ITIL, Strategy, Change Management, Enterprise Architecture, Business Intelligence, Teaching, HIPAA, Quality Assurance, PeopleSoft, Integration, SharePoint, Disaster Recovery
Education
New York University 1984 — 1986
Atmospheric Science
City University of New York-Hunter College 1978 — 1982
BA, Environmental Science
Memorial Sloan-Kettering Cancer Center November 2009 - Present
Memorial Sloan-Kettering Cancer Center March 1999 - March 2010
Prudential Securities 1995 - 1999
Bankers Trust 1982 - 1986
Touche Ross 1981 - 1982
Showtime 1980 - 1981
Skills
Healthcare Information..., Healthcare, Program Management, Strategic Planning, Project Management, Process Improvement, Security, Team Building, ITIL, Strategy, Change Management, Enterprise Architecture, Business Intelligence, Teaching, HIPAA, Quality Assurance, PeopleSoft, Integration, SharePoint, Disaster Recovery
Education
New York University 1984 — 1986
Atmospheric Science
City University of New York-Hunter College 1978 — 1982
BA, Environmental Science
Jay Brown's Bankers Trust Experience October 1992 - May 1993
Job Director of Architecture & Application Development at Colgate Palmolive
Industry Computer Software
Experience
Colgate Palmolive July 2008 - Present
Colgate Palmolive May 1993 - Present
Bankers Trust October 1992 - May 1993
JWP Information Systems October 1988 - October 1992
PC Networks December 1986 - October 1988
Skills
Software Development
Education
City University of New York
Colgate Palmolive July 2008 - Present
Colgate Palmolive May 1993 - Present
Bankers Trust October 1992 - May 1993
JWP Information Systems October 1988 - October 1992
PC Networks December 1986 - October 1988
Skills
Software Development
Education
City University of New York
Jim Dashiell's Bankers Trust Experience 1990 - 1998
Job PM Conversions
Industry Information Technology and Services
Experience
Societe Generale PMMitsubishi UFJ Securities
ING 1998 - 2007
Bankers Trust 1990 - 1998
Drexel Burnham Lambert 1984 - 1990
Education
Western Michigan University 1976 — 1978
Masters, Speech Pathology
City University of New York-Brooklyn College 1972 — 1977
BA
Societe Generale PMMitsubishi UFJ Securities
ING 1998 - 2007
Bankers Trust 1990 - 1998
Drexel Burnham Lambert 1984 - 1990
Education
Western Michigan University 1976 — 1978
Masters, Speech Pathology
City University of New York-Brooklyn College 1972 — 1977
BA
Wai Wu's Bankers Trust Experience 1994 - 1996
Job VP Engineering at Calltrol
Industry Telecommunications
Experience
Calltrol Corp January 1996 - Present
Calltrol January 1996 - Present
AirVenture 2012 - 2013
Bankers Trust 1994 - 1996
Bankers Trust June 1994 - December 1995
The Chase Manhattan Bank 1992 - 1993
Semper Barris July 1987 - May 1991
Skills
Telecommunications, Software Development, Product Management, Integration, Start-ups, Cloud Computing, Agile Methodologies, Mobile Devices, Program Management, Data Center, Project Management, Architecture, Strategy, Product Development, Scrum, Software Project..., Business Strategy, Enterprise Architecture, VoIP, Mobile Applications
Education
City University of New York 1982 — 1987
BA, Artificial Intellegence
Calltrol Corp January 1996 - Present
Calltrol January 1996 - Present
AirVenture 2012 - 2013
Bankers Trust 1994 - 1996
Bankers Trust June 1994 - December 1995
The Chase Manhattan Bank 1992 - 1993
Semper Barris July 1987 - May 1991
Skills
Telecommunications, Software Development, Product Management, Integration, Start-ups, Cloud Computing, Agile Methodologies, Mobile Devices, Program Management, Data Center, Project Management, Architecture, Strategy, Product Development, Scrum, Software Project..., Business Strategy, Enterprise Architecture, VoIP, Mobile Applications
Education
City University of New York 1982 — 1987
BA, Artificial Intellegence
Ivan Gomez's Bankers Trust Experience 1991 - 1993
Job Vice President, Marketing at Munchkin
Industry Consumer Goods
Experience
Munchkin 2015 - Present
Kimberly-Clark 2014 - 2015
Kimberly-Clark 2012 - 2014
Kimberly-Clark 2010 - 2012
Procter & Gamble 2006 - 2010
Procter & Gamble 2000 - 2005
Procter & Gamble 1995 - 2000
Bankers Trust 1991 - 1993
Skills
Consumer Products, Customer Insight, Brand Equity, Shopper Marketing, Brand Management, Marketing Strategy, Competitive Analysis, Cross-functional Team..., Marketing Management, FMCG, Brand Architecture, Marketing Research, Global Marketing, Segmentation, Product Innovation, Brand Development, Trade Marketing, Digital Marketing, Consumer Behaviour, Relationship Marketing, Product Development, P, Product Launch, Positioning, Consumer Marketing, Advertising, Team Leadership, Operational Excellence, P&L Management, Consumer Insight, Customer Experience, Drive Results, New Business Development, Team Building, Change Management, Project Management, Strategic Leadership, Product Marketing, Marketing, Strategy, Business Strategy, Market Planning, Strategic Planning, Market Research, Management, Leadership, Market Analysis, Integrated Marketing, Business Planning, Sales
Education
Columbia University - Columbia Business School 1992 — 1994
MBA
Saint Peter's University 1986 — 1990
Bachelor's Degree
Southern Methodist University
Cox School of Business
Munchkin 2015 - Present
Kimberly-Clark 2014 - 2015
Kimberly-Clark 2012 - 2014
Kimberly-Clark 2010 - 2012
Procter & Gamble 2006 - 2010
Procter & Gamble 2000 - 2005
Procter & Gamble 1995 - 2000
Bankers Trust 1991 - 1993
Skills
Consumer Products, Customer Insight, Brand Equity, Shopper Marketing, Brand Management, Marketing Strategy, Competitive Analysis, Cross-functional Team..., Marketing Management, FMCG, Brand Architecture, Marketing Research, Global Marketing, Segmentation, Product Innovation, Brand Development, Trade Marketing, Digital Marketing, Consumer Behaviour, Relationship Marketing, Product Development, P, Product Launch, Positioning, Consumer Marketing, Advertising, Team Leadership, Operational Excellence, P&L Management, Consumer Insight, Customer Experience, Drive Results, New Business Development, Team Building, Change Management, Project Management, Strategic Leadership, Product Marketing, Marketing, Strategy, Business Strategy, Market Planning, Strategic Planning, Market Research, Management, Leadership, Market Analysis, Integrated Marketing, Business Planning, Sales
Education
Columbia University - Columbia Business School 1992 — 1994
MBA
Saint Peter's University 1986 — 1990
Bachelor's Degree
Southern Methodist University
Cox School of Business
Brad Gross's Bankers Trust Experience March 1995 - January 1999
Job Investment management professional
Industry Financial Services
Experience
self-employed December 2009 - Present
Deutsche Bank November 2005 - January 2009
Ritchie Capital Management December 2003 - June 2005
Blackcomb Capital January 1999 - December 2003
Bankers Trust March 1995 - January 1999
Skills
Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, Equities, Derivatives
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance
University of Pennsylvania 1982 — 1986
Bachelor of Arts (B.A.), History
Westhill High School 1979 — 1982
Sentinel Secondary 1977 — 1978
self-employed December 2009 - Present
Deutsche Bank November 2005 - January 2009
Ritchie Capital Management December 2003 - June 2005
Blackcomb Capital January 1999 - December 2003
Bankers Trust March 1995 - January 1999
Skills
Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, Equities, Derivatives
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance
University of Pennsylvania 1982 — 1986
Bachelor of Arts (B.A.), History
Westhill High School 1979 — 1982
Sentinel Secondary 1977 — 1978
Luigi DeGrezia's Bankers Trust Experience 1993 - 2000
Job Director of Operations at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp January 2013 - Present
Daiwa Capital Markets April 2012 - January 2013
Daiwa Capital Markets May 2011 - March 2012
KBC Financial Products April 2000 - April 2011
Bankers Trust New York Corporation 1993 - 2000
Bankers Trust 1993 - 2000
Skills
Hedge Funds, Fixed Income, Derivatives, Equities, Prime Brokerage, Valuation, Trading Systems, Equity Derivatives, FX Options, Bloomberg, Capital Markets, Options, Credit Derivatives, Securities, Investment Banking, Trading, Back Office, Middle Office, Asset Management, Alternative Investments, Portfolio Management, Structured Products, Bonds, Financial Markets, Collateral Management, Corporate Actions, Electronic Trading, Financial Risk, Financial Services, Interest Rate..., Securities Lending, Settlement, Swaps
Education
Brooklyn College 1988 — 1992
B.S, Business Management & Finance
SS&C GlobeOp January 2013 - Present
Daiwa Capital Markets April 2012 - January 2013
Daiwa Capital Markets May 2011 - March 2012
KBC Financial Products April 2000 - April 2011
Bankers Trust New York Corporation 1993 - 2000
Bankers Trust 1993 - 2000
Skills
Hedge Funds, Fixed Income, Derivatives, Equities, Prime Brokerage, Valuation, Trading Systems, Equity Derivatives, FX Options, Bloomberg, Capital Markets, Options, Credit Derivatives, Securities, Investment Banking, Trading, Back Office, Middle Office, Asset Management, Alternative Investments, Portfolio Management, Structured Products, Bonds, Financial Markets, Collateral Management, Corporate Actions, Electronic Trading, Financial Risk, Financial Services, Interest Rate..., Securities Lending, Settlement, Swaps
Education
Brooklyn College 1988 — 1992
B.S, Business Management & Finance
Seeling Kramer's Bankers Trust Experience July 1993 - April 1995
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
MTV Networks May 2004 - Present
Comedy Central July 2000 - May 2004
GFI Group July 1998 - July 2000
CCH November 1995 - April 1997
Bankers Trust July 1993 - April 1995
Skills
Mobile Applications, SDLC, XML, Agile Methodologies, Software Project..., Scripting, Business Analysis, Software Development, Integration, SQL, Scrum
Education
City University of New York City College 1989 — 1991
BS, Computer Science
MTV Networks May 2004 - Present
Comedy Central July 2000 - May 2004
GFI Group July 1998 - July 2000
CCH November 1995 - April 1997
Bankers Trust July 1993 - April 1995
Skills
Mobile Applications, SDLC, XML, Agile Methodologies, Software Project..., Scripting, Business Analysis, Software Development, Integration, SQL, Scrum
Education
City University of New York City College 1989 — 1991
BS, Computer Science
Annmarie Breen's Bankers Trust Experience 1994 - 2005
Job Project Manager/Infrastructure Service Delivery Manager at UBS Investment Bank
Industry Information Technology and Services
Experience
UBS Technical Project ManagerIBMJanuary 2006 - July 2007
Deutsche Bank 1994 - 2005
Bankers Trust 1994 - 2005
Smith Barney 1990 - 1994
Shearson 1985 - 1994
Shearson Lehman Bros. 1985 - 1989
Federal Reserve Bank of New York January 1980 - November 1985
Education
City University of New York-Hunter College
UBS Technical Project ManagerIBMJanuary 2006 - July 2007
Deutsche Bank 1994 - 2005
Bankers Trust 1994 - 2005
Smith Barney 1990 - 1994
Shearson 1985 - 1994
Shearson Lehman Bros. 1985 - 1989
Federal Reserve Bank of New York January 1980 - November 1985
Education
City University of New York-Hunter College
Dmitriy Falberg's Bankers Trust Experience December 1997 - July 1998
Job Senior Production Support Engineer at BGC Partners
Industry Information Technology and Services
Experience
BGC Partners October 2007 - Present
eSpeed, Inc October 2007 - Present
Goldman Sachs July 1998 - August 2007
Bankers Trust December 1997 - July 1998
Education
City University of New York-Brooklyn College 1993 — 1998
Bachelor of Science, Computer and Information Science
FDR High School 1992 — 1993
High School
BGC Partners October 2007 - Present
eSpeed, Inc October 2007 - Present
Goldman Sachs July 1998 - August 2007
Bankers Trust December 1997 - July 1998
Education
City University of New York-Brooklyn College 1993 — 1998
Bachelor of Science, Computer and Information Science
FDR High School 1992 — 1993
High School
Philip Blake's Bankers Trust Experience 1996 - 1998
Job Health and Wellness Coach at PB Health Coaching
Industry Financial Services
Experience
PB Health Coaching August 2013 - Present
PSB Constellation Inc. January 2012 - Present
BlackRock 1999 - August 2012
Bankers Trust 1996 - 1998
JPMorgan Chase 1994 - 1996
Independence Community Bank 1992 - 1994
Independence Community Bank 1988 - 1992
Skills
Real Estate Economics, CMBS, MBS, Loans, Syndications, Finance, Mortgage Lending, CDO, High Yield, Structured Finance, Hedge Funds, Alternative Investments, Fixed Income, Cash Management, CLO, Internal Audit, FX Trade Settlements, Corporate Actions
Education
NYREI 2012 — 2012
NY State Real Estate Sales Person Course Certificate, Real Estate Sales, Passing
Fordham Gabelli School of Business 1996 — 2000
MBA, Finance
City University of New York-Brooklyn College 1988 — 1992
BS, Finance
City University of New York-College of Staten Island 1985 — 1988
bs, Finance
PB Health Coaching August 2013 - Present
PSB Constellation Inc. January 2012 - Present
BlackRock 1999 - August 2012
Bankers Trust 1996 - 1998
JPMorgan Chase 1994 - 1996
Independence Community Bank 1992 - 1994
Independence Community Bank 1988 - 1992
Skills
Real Estate Economics, CMBS, MBS, Loans, Syndications, Finance, Mortgage Lending, CDO, High Yield, Structured Finance, Hedge Funds, Alternative Investments, Fixed Income, Cash Management, CLO, Internal Audit, FX Trade Settlements, Corporate Actions
Education
NYREI 2012 — 2012
NY State Real Estate Sales Person Course Certificate, Real Estate Sales, Passing
Fordham Gabelli School of Business 1996 — 2000
MBA, Finance
City University of New York-Brooklyn College 1988 — 1992
BS, Finance
City University of New York-College of Staten Island 1985 — 1988
bs, Finance
Kelsey Biggers's Bankers Trust Experience 1987 - 1997
Job Senior Vice President at Franklin Templeton
Industry Financial Services
Experience
Farnklin Templeton April 2014 - Present
K2 Advisors. April 2002 - April 2014
Measurisk 1999 - 2002
Plural 1998 - 2000
Bankers Trust 1987 - 1997
Skills
Asset Managment, Hedge Funds, Asset Allocation, Fixed Income, Equities, Fund Of Funds, Alternative Investments, Portfolio Management, Investments, Emerging Markets, Securities, Capital Markets, Investor Relations, Investment Advisory
Education
Columbia University - Columbia Business School 1978 — 1980
Master of Business Administration (MBA)
St. Lawrence University 1976 — 1978
BA, Writing
Farnklin Templeton April 2014 - Present
K2 Advisors. April 2002 - April 2014
Measurisk 1999 - 2002
Plural 1998 - 2000
Bankers Trust 1987 - 1997
Skills
Asset Managment, Hedge Funds, Asset Allocation, Fixed Income, Equities, Fund Of Funds, Alternative Investments, Portfolio Management, Investments, Emerging Markets, Securities, Capital Markets, Investor Relations, Investment Advisory
Education
Columbia University - Columbia Business School 1978 — 1980
Master of Business Administration (MBA)
St. Lawrence University 1976 — 1978
BA, Writing
Fernando Acebedo's Bankers Trust Experience 1988 - 1995
Job Vice President, HSBC BANK USA Corporate Trust Structured Finance ABS/MBS Product Manager
Industry Banking
Experience
HSBC BANK USA Vice PresidentBank of New York Mellon2002 - 2006
U.S. Trust Company 1998 - 2002
Bankers Trust 1988 - 1995
Skills
Structured Finance, Relationship Management, Loans, Capital Markets, Finance, Banking, Securities, Fixed Income, Derivatives, Financial Services, Bonds, Financial Markets, Securitization, Financial Modeling, Alternative Investments
Education
City University of New York 1994 — 1998
HSBC BANK USA Vice PresidentBank of New York Mellon2002 - 2006
U.S. Trust Company 1998 - 2002
Bankers Trust 1988 - 1995
Skills
Structured Finance, Relationship Management, Loans, Capital Markets, Finance, Banking, Securities, Fixed Income, Derivatives, Financial Services, Bonds, Financial Markets, Securitization, Financial Modeling, Alternative Investments
Education
City University of New York 1994 — 1998
Peter Medvin's Bankers Trust Experience 1994 - 1999
Job Owner, ZoomRoom
Industry Furniture
Experience
Zoom-Room July 2005 - Present
General Motors Asset Management 2001 - 2004
ING 1999 - 2001
Bankers Trust 1994 - 1999
Institutional Investor 1991 - 1994
Skills
Start-ups, Entrepreneurship, Management, Marketing Strategy, Business Strategy, Mergers & Acquisitions, Space planning, Marketing, Capital Markets, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
MBA, Management
Colorado College 1974 — 1978
BA, Modern Languages
The Putney School 1970 — 1974
Diploma
School Year Abroad 1971 — 1972
Zoom-Room July 2005 - Present
General Motors Asset Management 2001 - 2004
ING 1999 - 2001
Bankers Trust 1994 - 1999
Institutional Investor 1991 - 1994
Skills
Start-ups, Entrepreneurship, Management, Marketing Strategy, Business Strategy, Mergers & Acquisitions, Space planning, Marketing, Capital Markets, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
MBA, Management
Colorado College 1974 — 1978
BA, Modern Languages
The Putney School 1970 — 1974
Diploma
School Year Abroad 1971 — 1972
Sholom Bryski's Bankers Trust Experience 1981 - 1999
Job Global Head of Identity and Access Management at AIG
Industry Information Technology and Services
Experience
AIG April 2013 - Present
SholomVentures LLC 2011 - March 2013
Credit Suisse 2008 - 2010
JPMorgan Chase 2004 - 2007
JP Morgan Chase 2002 - 2004
Goldman Sachs 2000 - 2002
Lehman Brothers 1999 - 2000
Bankers Trust 1981 - 1999
Skills
Security, Architecture, Executive Management, Risk Management, Strategy, IT Strategy, Enterprise Architecture, Information Security, Vendor Management, Business Continuity, Disaster Recovery, IT Management, Information Security..., Business Analysis, Solution Architecture, Data Center, Governance, Integration, Technical Architecture, Databases, Cloud Computing, Outsourcing, Leadership, Information Technology, IT Service Management, Enterprise Software, System Deployment, Infrastructure, Product Management, Management
Education
Polytechnic Institute of NYU
Graduate Studies, Biomedical Engineering
City University of New York-Brooklyn College
B.S. cum laude, Physics
AIG April 2013 - Present
SholomVentures LLC 2011 - March 2013
Credit Suisse 2008 - 2010
JPMorgan Chase 2004 - 2007
JP Morgan Chase 2002 - 2004
Goldman Sachs 2000 - 2002
Lehman Brothers 1999 - 2000
Bankers Trust 1981 - 1999
Skills
Security, Architecture, Executive Management, Risk Management, Strategy, IT Strategy, Enterprise Architecture, Information Security, Vendor Management, Business Continuity, Disaster Recovery, IT Management, Information Security..., Business Analysis, Solution Architecture, Data Center, Governance, Integration, Technical Architecture, Databases, Cloud Computing, Outsourcing, Leadership, Information Technology, IT Service Management, Enterprise Software, System Deployment, Infrastructure, Product Management, Management
Education
Polytechnic Institute of NYU
Graduate Studies, Biomedical Engineering
City University of New York-Brooklyn College
B.S. cum laude, Physics
Michael J. Gonzalez's Bankers Trust Experience February 1987 - August 1997
Job Director at Conquest Capital LLC
Industry Investment Management
Experience
Conquest Capital LLC November 2003 - Present
HypoVereinsbank September 1997 - February 2001
Bankers Trust February 1987 - August 1997
Skills
Trading Systems, Electronic Trading, Global Macro, FX trading, Currency, FX Options, Managed Futures, Technical Analysis, Hedge Funds, Prime Brokerage, Trading, Portfolio Management, Options, Equities, Derivatives, FX Trading, Capital Markets, Financial Markets, Fixed Income
Education
City University of New York City College 1982 — 1987
B.E., Electrical Engineering
New York University - Polytechnic School of Engineering 1980 — 1982
Electrical Engineering
Conquest Capital LLC November 2003 - Present
HypoVereinsbank September 1997 - February 2001
Bankers Trust February 1987 - August 1997
Skills
Trading Systems, Electronic Trading, Global Macro, FX trading, Currency, FX Options, Managed Futures, Technical Analysis, Hedge Funds, Prime Brokerage, Trading, Portfolio Management, Options, Equities, Derivatives, FX Trading, Capital Markets, Financial Markets, Fixed Income
Education
City University of New York City College 1982 — 1987
B.E., Electrical Engineering
New York University - Polytechnic School of Engineering 1980 — 1982
Electrical Engineering
Vikas Kapoor's Bankers Trust Experience 1996 - 1999
Job Cohead, Ramius Alternative Solutions
Industry Investment Management
Experience
Ramius June 2008 - Present
Arden Asset Management January 2006 - May 2008
Deutsche Bank 2000 - 2005
Deutsche Asset Management 1999 - 2005
Bankers Trust 1996 - 1999
Eicher June 1991 - July 1994
Education
Carnegie Mellon University - Tepper School of Business 1998 — 2000
MSCF, Computational Finance
Tulane University - A.B. Freeman School of Business 1994 — 1996
MBA, Finance
National Institute of Technology Kurukshetra 1987 — 1991
B Tech, Mechanical
Ramius June 2008 - Present
Arden Asset Management January 2006 - May 2008
Deutsche Bank 2000 - 2005
Deutsche Asset Management 1999 - 2005
Bankers Trust 1996 - 1999
Eicher June 1991 - July 1994
Education
Carnegie Mellon University - Tepper School of Business 1998 — 2000
MSCF, Computational Finance
Tulane University - A.B. Freeman School of Business 1994 — 1996
MBA, Finance
National Institute of Technology Kurukshetra 1987 — 1991
B Tech, Mechanical
Joseph Sirna's Bankers Trust Experience 1981 - 1995
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
Bank of New York Mellon 2006 - Present
JPMorgan Chase 2003 - 2006
Capco 2000 - 2003
Deutsche Bank, New York 1995 - 2000
Bankers Trust 1981 - 1995
Education
Columbia Engineering
BS
Bank of New York Mellon 2006 - Present
JPMorgan Chase 2003 - 2006
Capco 2000 - 2003
Deutsche Bank, New York 1995 - 2000
Bankers Trust 1981 - 1995
Education
Columbia Engineering
BS
Michele Cadogan's Bankers Trust Experience July 1986 - January 1996
Job Licensed Real Estate Associate Broker, Fillmore Real Estate, Brooklyn New York Real Estate, Brooklyn NY Homes For Sale,
Industry Real Estate
Experience
Fillmore Real Estate February 1996 - Present
Fillmore Real Estate February 1995 - Present
Bankers Trust July 1986 - January 1996
Skills
Sellers
Education
City University of New York-Hunter College
BA, Political Science/Economics
Fillmore Real Estate February 1996 - Present
Fillmore Real Estate February 1995 - Present
Bankers Trust July 1986 - January 1996
Skills
Sellers
Education
City University of New York-Hunter College
BA, Political Science/Economics
Michael Shabshis's Bankers Trust Experience January 1995 - November 1996
Job Independent Contractor (DBYN Solutions Inc) at HSBC
Industry Financial Services
Experience
HSBC November 2012 - Present
DBYN Solutions, Inc December 2010 - Present
Credit Suisse October 2010 - July 2012
BNY Mellon January 1997 - December 2009
Bankers Trust January 1995 - November 1996
Merrill Lynch January 1988 - January 1995
Skills
Derivatives, Business Analysis, Risk Management, Business Intelligence, Fixed Income, Investment Banking, Trading Systems, Data Warehousing, Capital Markets, Equities, Data Modeling, Middle Office, SDLC, FX Options, Bloomberg, Portfolio Management, Hedge Funds, Reference Data, Trading, Sybase, Securities, Analysis, Financial Services, Prime Brokerage, Asset Management, Back Office, Banking, Market Data, Business Requirements, Requirements Gathering
Education
Available Upon Request 1976 — 1981
MA
Columbia University - Columbia Business School
HSBC November 2012 - Present
DBYN Solutions, Inc December 2010 - Present
Credit Suisse October 2010 - July 2012
BNY Mellon January 1997 - December 2009
Bankers Trust January 1995 - November 1996
Merrill Lynch January 1988 - January 1995
Skills
Derivatives, Business Analysis, Risk Management, Business Intelligence, Fixed Income, Investment Banking, Trading Systems, Data Warehousing, Capital Markets, Equities, Data Modeling, Middle Office, SDLC, FX Options, Bloomberg, Portfolio Management, Hedge Funds, Reference Data, Trading, Sybase, Securities, Analysis, Financial Services, Prime Brokerage, Asset Management, Back Office, Banking, Market Data, Business Requirements, Requirements Gathering
Education
Available Upon Request 1976 — 1981
MA
Columbia University - Columbia Business School
corrille Fletcher's Bankers Trust Experience April 1974 - October 1980
Job educator/teacher
Industry Education Management
Experience
nyc dept of ed September 2005 - Present
Haven Capital Manag March 1983 - March 1988
Bankers Trust April 1974 - October 1980
Skills
ESL, Curriculum Design, Classroom Instruction, Teaching, English, TESOL, History, Lesson Planning, Literacy, Classroom Management, Curriculum Development, Tutoring, Differentiated..., Educational Leadership, Teacher Training, Staff Development
Education
City University of New York 2003 — 2005
Master of Science, TESOL
University of North Carolina at Chapel Hill 1966 — 1970
Bachelor of Arts, English
nyc dept of ed September 2005 - Present
Haven Capital Manag March 1983 - March 1988
Bankers Trust April 1974 - October 1980
Skills
ESL, Curriculum Design, Classroom Instruction, Teaching, English, TESOL, History, Lesson Planning, Literacy, Classroom Management, Curriculum Development, Tutoring, Differentiated..., Educational Leadership, Teacher Training, Staff Development
Education
City University of New York 2003 — 2005
Master of Science, TESOL
University of North Carolina at Chapel Hill 1966 — 1970
Bachelor of Arts, English
W. John (Johnny) DeCooman, Jr.'s Bankers Trust Experience 1997 - 1999
Job Vice President Business Development at Silver Standard Resources Inc.
Industry Mining & Metals
Experience
Silver Standard Resources Inc. June 2009 - Present
Sachem Management LLC January 2009 - June 2009
Candente Resource Corp. November 2007 - January 2009
Standard Bank plc 2002 - 2007
Enron Metals & Concentrates Corp. 2001 - 2002
Deutsche Banc Alex. Brown 1999 - 2001
Bankers Trust 1997 - 1999
Echo Bay Mines 1995 - 1997
Skills
Minerals, Strategy, Mining, Mergers, Mergers & Acquisitions, Divestitures, Corporate Finance, Strategic Planning, Mining Engineering, Finance, Financial Modeling, Investor Relations, Private Equity, Due Diligence, Business Development, Commodity, Coal, Management, Gold, Capital Markets, Corporate Development, Business Strategy, Base Metals, Mineral Exploration, Natural Resources, Corporate Governance
Education
Colorado School of Mines 1992 — 1994
Masters of Science, Mineral Economics
Penn State University 1987 — 1992
Bachelors of Science, Mineral Economics
Silver Standard Resources Inc. June 2009 - Present
Sachem Management LLC January 2009 - June 2009
Candente Resource Corp. November 2007 - January 2009
Standard Bank plc 2002 - 2007
Enron Metals & Concentrates Corp. 2001 - 2002
Deutsche Banc Alex. Brown 1999 - 2001
Bankers Trust 1997 - 1999
Echo Bay Mines 1995 - 1997
Skills
Minerals, Strategy, Mining, Mergers, Mergers & Acquisitions, Divestitures, Corporate Finance, Strategic Planning, Mining Engineering, Finance, Financial Modeling, Investor Relations, Private Equity, Due Diligence, Business Development, Commodity, Coal, Management, Gold, Capital Markets, Corporate Development, Business Strategy, Base Metals, Mineral Exploration, Natural Resources, Corporate Governance
Education
Colorado School of Mines 1992 — 1994
Masters of Science, Mineral Economics
Penn State University 1987 — 1992
Bachelors of Science, Mineral Economics
Alastair Binks's Bankers Trust Experience 1989 - 1992
Job Managing Director at Tunbridge Wells Associates
Industry Entertainment
Experience
Technicolor - PostWorks NY 2011 - 2013
Telecorps Holdings, Inc and PostWorks NY 2006 - 2011
Orbit Digital 1998 - 2006
Time Inc. 1992 - 1996
Bankers Trust 1989 - 1992
State Bank of New South Wales 1988 - 1989
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2009
Executive Certificate Program, Business
Colgate University 1984 — 1988
B.A., Political Science, French Literature
Technicolor - PostWorks NY 2011 - 2013
Telecorps Holdings, Inc and PostWorks NY 2006 - 2011
Orbit Digital 1998 - 2006
Time Inc. 1992 - 1996
Bankers Trust 1989 - 1992
State Bank of New South Wales 1988 - 1989
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2009
Executive Certificate Program, Business
Colgate University 1984 — 1988
B.A., Political Science, French Literature
Richard Pace's Bankers Trust Experience 1983 - 1985
Job President at Oratorio Society of New York
Industry Nonprofit Organization Management
Experience
Oratorio Society of New York September 1978 - Present
The Bank of New York March 1985 - June 2002
The Bank of New York Mellon 1988 - 2002
Irving Trust Company 1973 - 1989
Bankers Trust 1983 - 1985
Skills
IT Strategy
Education
City University of New York City College 1966 — 1967
Oratorio Society of New York September 1978 - Present
The Bank of New York March 1985 - June 2002
The Bank of New York Mellon 1988 - 2002
Irving Trust Company 1973 - 1989
Bankers Trust 1983 - 1985
Skills
IT Strategy
Education
City University of New York City College 1966 — 1967
Deborah Ironson's Bankers Trust Experience August 1980 - May 1986
Job Managing Director at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey August 2014 - Present
Wells Fargo July 2013 - July 2014
JP Morgan June 2008 - July 2013
Citigroup 1987 - 2008
Citigroup June 2004 - January 2007
Citigroup March 2002 - June 2004
Citi October 1987 - March 2002
Chemical Bank June 1986 - October 1987
Bankers Trust August 1980 - May 1986
Education
Colgate University
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance, General
Princeton University
A.B., French/Italian
SunTrust Robinson Humphrey August 2014 - Present
Wells Fargo July 2013 - July 2014
JP Morgan June 2008 - July 2013
Citigroup 1987 - 2008
Citigroup June 2004 - January 2007
Citigroup March 2002 - June 2004
Citi October 1987 - March 2002
Chemical Bank June 1986 - October 1987
Bankers Trust August 1980 - May 1986
Education
Colgate University
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance, General
Princeton University
A.B., French/Italian
Richard Silber's Bankers Trust Experience 1985 - 2000
Job Project Manager at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets May 2010 - Present
UBS January 2001 - May 2010
Bankers Trust 1985 - 2000
Skills
PMO, Vendor Management, Project Portfolio..., Risk Management, Program Management, PMP, IT Strategy, Project Delivery, Project Management, Data Center, Disaster Recovery, Integration, Change Management, IT Management, IT Service Management
Education
City University of New York City College 1977 — 1979
MS, Electrical Engineering
City University of New York City College 1973 — 1977
BE, Electrical Engineering
RBC Capital Markets May 2010 - Present
UBS January 2001 - May 2010
Bankers Trust 1985 - 2000
Skills
PMO, Vendor Management, Project Portfolio..., Risk Management, Program Management, PMP, IT Strategy, Project Delivery, Project Management, Data Center, Disaster Recovery, Integration, Change Management, IT Management, IT Service Management
Education
City University of New York City College 1977 — 1979
MS, Electrical Engineering
City University of New York City College 1973 — 1977
BE, Electrical Engineering
Anna Pine's Bankers Trust Experience 1999 - 1999
Job Sales Trainer
Industry Human Resources
Experience
Healthfirst June 2009 - Present
Mimeo.com August 2007 - June 2009
Selfhelp Community Services 2004 - 2006
Human Resources Administration 2001 - 2004
Moving.com 1999 - 2001
Bankers Trust 1999 - 1999
Skills
Training, Sales, Cold Calling, Sales Operations, Salesforce.com, Managed Care, Medicaid Managed Care, Compliance, Sales Presentations, Medicare Advantage, Sales Process, Selling, Employee Training, Direct Sales, Account Management, Leadership
Education
New York University 2011 — 2013
Certificate in Training, Psychology
City University of New York City College 2004 — 2009
MA, Psychology
The New School 2007 — 2008
Post Master's Certificate, Organizational Development
The New School 2004 — 2008
MS, Human Resources Management
New York University 1994 — 1999
BA, Psychology
Healthfirst June 2009 - Present
Mimeo.com August 2007 - June 2009
Selfhelp Community Services 2004 - 2006
Human Resources Administration 2001 - 2004
Moving.com 1999 - 2001
Bankers Trust 1999 - 1999
Skills
Training, Sales, Cold Calling, Sales Operations, Salesforce.com, Managed Care, Medicaid Managed Care, Compliance, Sales Presentations, Medicare Advantage, Sales Process, Selling, Employee Training, Direct Sales, Account Management, Leadership
Education
New York University 2011 — 2013
Certificate in Training, Psychology
City University of New York City College 2004 — 2009
MA, Psychology
The New School 2007 — 2008
Post Master's Certificate, Organizational Development
The New School 2004 — 2008
MS, Human Resources Management
New York University 1994 — 1999
BA, Psychology
Joseph Lipari's Bankers Trust Experience 1987 - 1999
Job IBM Certified DB2 Database Specialist
Industry Information Technology and Services
Experience
Bed Bath & Beyond 2013 - Present
IBM Global Training Partners 2007 - Present
JPMorgan Chase 2012 - 2013
Bank of America 2009 - 2011
IBM Global Business Services 2008 - 2009
Lipari Consulting, LLC 2007 - 2008
Deutsche Bank 1999 - 2007
Bankers Trust 1987 - 1999
Skills
DB2, Performance Tuning, SQL, Database Design, z/OS, Database Administration, AIX, Unix, Linux, Process Improvement, SDLC, Business Intelligence, Data Warehousing, Mainframe, Software Project..., Databases, ETL, Data Migration, Unix Shell Scripting, SQL Tuning, Relational Databases
Education
City University of New York-Herbert H. Lehman College
B.A., Economics, Magna Cum Laude
New York University
Certificate, Computer Programming and Systems Analysis
Bed Bath & Beyond 2013 - Present
IBM Global Training Partners 2007 - Present
JPMorgan Chase 2012 - 2013
Bank of America 2009 - 2011
IBM Global Business Services 2008 - 2009
Lipari Consulting, LLC 2007 - 2008
Deutsche Bank 1999 - 2007
Bankers Trust 1987 - 1999
Skills
DB2, Performance Tuning, SQL, Database Design, z/OS, Database Administration, AIX, Unix, Linux, Process Improvement, SDLC, Business Intelligence, Data Warehousing, Mainframe, Software Project..., Databases, ETL, Data Migration, Unix Shell Scripting, SQL Tuning, Relational Databases
Education
City University of New York-Herbert H. Lehman College
B.A., Economics, Magna Cum Laude
New York University
Certificate, Computer Programming and Systems Analysis
Mary Cirillo's Bankers Trust Experience 1997 - 2000
Job Board Director, ACE, Thomson Reuters
Industry Financial Services
Experience
ACE, Thomson Reuters, March 2002 - Present
Thomson Reuters 2005 - 2013
Bankers trust, 1997 - 2000
Citigroup 1977 - 1997
Citicorp 1977 - 1997
Citibank 1977 - 1997
Skills
Business Strategy, Venture Capital, Entrepreneurship, Financial Services, Change Management, Banking, Risk Management, Executive Management, Portfolio Management, Investments, Strategic Planning, Organizational..., Fixed Income, Financial Modeling, Executive Coaching, Financial Analysis, Start-ups, Management, Private Equity, Emerging Markets, Mergers & Acquisitions, Strategy, Restructuring, Investment Banking, Business Planning, Capital Markets, Program Management, IT Strategy, Finance, Business Transformation, Due Diligence, Strategic Partnerships, Equities, Outsourcing, Corporate Finance, Financial Risk, Governance, Valuation, Securities, Business Development, Asset Management, Management Consulting, Process Improvement, Business Process..., Vendor Management, Leadership, Business Analysis, Corporate Development, Analytics, Mergers
Education
City University of New York-Hunter College 1965 — 1968
BA, Psychology
ACE, Thomson Reuters, March 2002 - Present
Thomson Reuters 2005 - 2013
Bankers trust, 1997 - 2000
Citigroup 1977 - 1997
Citicorp 1977 - 1997
Citibank 1977 - 1997
Skills
Business Strategy, Venture Capital, Entrepreneurship, Financial Services, Change Management, Banking, Risk Management, Executive Management, Portfolio Management, Investments, Strategic Planning, Organizational..., Fixed Income, Financial Modeling, Executive Coaching, Financial Analysis, Start-ups, Management, Private Equity, Emerging Markets, Mergers & Acquisitions, Strategy, Restructuring, Investment Banking, Business Planning, Capital Markets, Program Management, IT Strategy, Finance, Business Transformation, Due Diligence, Strategic Partnerships, Equities, Outsourcing, Corporate Finance, Financial Risk, Governance, Valuation, Securities, Business Development, Asset Management, Management Consulting, Process Improvement, Business Process..., Vendor Management, Leadership, Business Analysis, Corporate Development, Analytics, Mergers
Education
City University of New York-Hunter College 1965 — 1968
BA, Psychology
Gabriel Manfugas's Bankers Trust Experience 1980 - 1985
Job IT Manager at United Healthcare
Industry Insurance
Experience
UnitedHealth Group Inc. 2003 - Present
United Healthcare October 2002 - Present
Verizon 1991 - 2002
bankers trust 1980 - 1985
bankers trust 1980 - 1985
Skills
SDLC, Vendor Management, Management, Visio, Business Analysis, IT Strategy, IT Management, Requirements Analysis, Data Warehousing, Systems Analysis, Process Improvement, SharePoint, Integration, Requirements Gathering, Consulting, Enterprise Architecture, COBOL, DB2, Project Portfolio..., JCL, Business Requirements, Software Project..., PMP, CICS
Education
City University of New York City College 1975 — 1990
UnitedHealth Group Inc. 2003 - Present
United Healthcare October 2002 - Present
Verizon 1991 - 2002
bankers trust 1980 - 1985
bankers trust 1980 - 1985
Skills
SDLC, Vendor Management, Management, Visio, Business Analysis, IT Strategy, IT Management, Requirements Analysis, Data Warehousing, Systems Analysis, Process Improvement, SharePoint, Integration, Requirements Gathering, Consulting, Enterprise Architecture, COBOL, DB2, Project Portfolio..., JCL, Business Requirements, Software Project..., PMP, CICS
Education
City University of New York City College 1975 — 1990
Rhonda VanVark's Bankers Trust Experience March 1995 - February 1997
Job Associate Relationship Manager at CoBank
Industry Financial Services
Experience
CoBank Farm Credit Leasing March 2014 - Present
CoBank Farm Credit Leasing February 2013 - March 2014
CoBank Farm Credit Leasing December 2009 - February 2013
International Decision Systems June 2005 - December 2009
International Decision Systems April 2004 - January 2005
Professional Services June 2000 - April 2004
John Deere Credit February 1999 - June 2000
John Deere Credit February 1997 - February 1999
Bankers Trust March 1995 - February 1997
Bankers Trust June 1994 - March 1995
Skills
Business Analysis, Project Implementation, Project Planning, Software Project..., Requirements Analysis, Visio, Project Management, Solution Implementation, User Acceptance Testing, Accounting, Analysis, Management
Education
Central College 1986 — 1990
BA, Accounting/Business Management
CoBank Farm Credit Leasing March 2014 - Present
CoBank Farm Credit Leasing February 2013 - March 2014
CoBank Farm Credit Leasing December 2009 - February 2013
International Decision Systems June 2005 - December 2009
International Decision Systems April 2004 - January 2005
Professional Services June 2000 - April 2004
John Deere Credit February 1999 - June 2000
John Deere Credit February 1997 - February 1999
Bankers Trust March 1995 - February 1997
Bankers Trust June 1994 - March 1995
Skills
Business Analysis, Project Implementation, Project Planning, Software Project..., Requirements Analysis, Visio, Project Management, Solution Implementation, User Acceptance Testing, Accounting, Analysis, Management
Education
Central College 1986 — 1990
BA, Accounting/Business Management
Joseph Sammarco's Bankers Trust Experience June 1995 - April 1997
Job Vice President at iNautix USA
Industry Financial Services
Experience
iNautix USA April 2007 - Present
Pershing LLC April 1997 - September 2007
Bear Stearns & Co., Inc. 2003 - 2004
Bankers Trust June 1995 - April 1997
Skills
Asset Management, Customer Conversion, Equities, Financial Services, Fixed Income, Investments, Leadership, Management, Mutual Funds, Portfolio Management, Risk Management, Securities, Series 7
Education
City University of New York-College of Staten Island 1991 — 1995
B.S. Business
iNautix USA April 2007 - Present
Pershing LLC April 1997 - September 2007
Bear Stearns & Co., Inc. 2003 - 2004
Bankers Trust June 1995 - April 1997
Skills
Asset Management, Customer Conversion, Equities, Financial Services, Fixed Income, Investments, Leadership, Management, Mutual Funds, Portfolio Management, Risk Management, Securities, Series 7
Education
City University of New York-College of Staten Island 1991 — 1995
B.S. Business
Fred Del Gaudio's Bankers Trust Experience 1981 - 1985
Job Owner, Del Gaudio Associates
Industry Information Technology and Services
Experience
Del Gaudio Associates July 2005 - Present
Sector, Inc. 2003 - 2005
Infocrossing 2000 - 2003
Millennia III 1997 - 2000
Paine Webber 1996 - 1997
Goldman Sachs 1988 - 1995
St. John's Consulting Group 1985 - 1988
Bankers Trust 1981 - 1985
Long Island Lighting Company 1979 - 1981
New York Life 1976 - 1979
Skills
Data Center, Vendor Management, Disaster Recovery, Project Management, Business Continuity, ITIL, IT Strategy, Change Management, Business Development, Product Management, IT Management, Virtualization, Program Management, Budgets, Integration, Infrastructure, New Business Development, IT Service Management, Enterprise Software, Strategic Partnerships
Education
City University of New York City College 1972 — 1976
B.S., Industrial Psychology
Del Gaudio Associates July 2005 - Present
Sector, Inc. 2003 - 2005
Infocrossing 2000 - 2003
Millennia III 1997 - 2000
Paine Webber 1996 - 1997
Goldman Sachs 1988 - 1995
St. John's Consulting Group 1985 - 1988
Bankers Trust 1981 - 1985
Long Island Lighting Company 1979 - 1981
New York Life 1976 - 1979
Skills
Data Center, Vendor Management, Disaster Recovery, Project Management, Business Continuity, ITIL, IT Strategy, Change Management, Business Development, Product Management, IT Management, Virtualization, Program Management, Budgets, Integration, Infrastructure, New Business Development, IT Service Management, Enterprise Software, Strategic Partnerships
Education
City University of New York City College 1972 — 1976
B.S., Industrial Psychology
Mark K Phillips's Bankers Trust Experience March 2009 - July 2015
Job Executive Director, Polk County Continuum of Care Board
Industry Civic & Social Organization
Experience
Bankers Trust March 2009 - July 2015
First Western Trust 2005 - 2009
Skills
Portfolio Management, Finance, Credit, Credit Analysis, Loans, Banking, Marketing Communications, Commercial Banking, Commercial Lending, Small Business Lending, Investments, Mortgage Lending, Underwriting, Consumer Lending, Wealth Management
Education
Central College 1998 — 2000
Bankers Trust March 2009 - July 2015
First Western Trust 2005 - 2009
Skills
Portfolio Management, Finance, Credit, Credit Analysis, Loans, Banking, Marketing Communications, Commercial Banking, Commercial Lending, Small Business Lending, Investments, Mortgage Lending, Underwriting, Consumer Lending, Wealth Management
Education
Central College 1998 — 2000
Roger Smith's Bankers Trust Experience June 1994 - June 1997
Job Director of Investor Relations at Hoplite Capital
Industry Financial Services
Experience
Hoplite Capital Management June 2008 - Present
Deutsche Bank March 2000 - June 2008
Schroders August 1999 - March 2000
Bankers Trust June 1994 - June 1997
Skills
Hedge Funds, Equities, Alternative Investments, Investments, Bloomberg, Financial Modeling, Investor Relations, Corporate Development, Institutional..., Capital Markets, Asset Management, Fund Of Funds, Financial Markets, Corporate Finance, Investment Banking, Equity Valuation, Emerging Markets, Private Equity, Equity Research, Investment Management, Series 7, Fixed Income, Investment Strategies, Securities, Mutual Funds, Series 63, Venture Capital, Asset Allocation, Valuation, Portfolio Management, Derivatives, Trading, Options
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Union College 1990 — 1994
BA, Economics
Hoplite Capital Management June 2008 - Present
Deutsche Bank March 2000 - June 2008
Schroders August 1999 - March 2000
Bankers Trust June 1994 - June 1997
Skills
Hedge Funds, Equities, Alternative Investments, Investments, Bloomberg, Financial Modeling, Investor Relations, Corporate Development, Institutional..., Capital Markets, Asset Management, Fund Of Funds, Financial Markets, Corporate Finance, Investment Banking, Equity Valuation, Emerging Markets, Private Equity, Equity Research, Investment Management, Series 7, Fixed Income, Investment Strategies, Securities, Mutual Funds, Series 63, Venture Capital, Asset Allocation, Valuation, Portfolio Management, Derivatives, Trading, Options
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Union College 1990 — 1994
BA, Economics
Andrew Baehr, CFA's Bankers Trust Experience February 1998 - June 1999
Job Equity Derivatives Investor Solutions at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2014 - Present
Goodwill Industries of Greater New York and Northern New Jersey March 2008 - Present
baehrmarkets April 2011 - December 2013
BNP Paribas August 2007 - April 2011
Morgan Stanley May 2006 - August 2007
Deustche Bank June 1999 - February 2006
Bankers Trust February 1998 - June 1999
PARIBAS June 1996 - February 1998
Skills
Equity Derivatives, Options, Hedge Funds, Volatility, Hedging, Asset Allocation, Volatility Arbitrage, Derivatives, Structured Products, Equities, Alternative Investments, Financial Markets, Swaps, Annuities, Portfolio Management, Investment Banking, Emerging Markets, Equity Trading, Bonds, Fixed Annuities, Capital Markets, Financial Structuring, Risk Management, Securities, Investment Strategies, Commodity, Asset Management, ETFs, Finance, Investment Management, Structured Finance, Banking, Quantitative Analytics, Valuation, Series 63, Investments, Trading, Bloomberg, Equity Research, FX Options, Mutual Funds, Electronic Trading, Funding, Investment Advisory
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Columbia University in the City of New York 1985 — 1989
BA, Psychology
Credit Suisse January 2014 - Present
Goodwill Industries of Greater New York and Northern New Jersey March 2008 - Present
baehrmarkets April 2011 - December 2013
BNP Paribas August 2007 - April 2011
Morgan Stanley May 2006 - August 2007
Deustche Bank June 1999 - February 2006
Bankers Trust February 1998 - June 1999
PARIBAS June 1996 - February 1998
Skills
Equity Derivatives, Options, Hedge Funds, Volatility, Hedging, Asset Allocation, Volatility Arbitrage, Derivatives, Structured Products, Equities, Alternative Investments, Financial Markets, Swaps, Annuities, Portfolio Management, Investment Banking, Emerging Markets, Equity Trading, Bonds, Fixed Annuities, Capital Markets, Financial Structuring, Risk Management, Securities, Investment Strategies, Commodity, Asset Management, ETFs, Finance, Investment Management, Structured Finance, Banking, Quantitative Analytics, Valuation, Series 63, Investments, Trading, Bloomberg, Equity Research, FX Options, Mutual Funds, Electronic Trading, Funding, Investment Advisory
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Columbia University in the City of New York 1985 — 1989
BA, Psychology
Ayana Murray, PHR's Bankers Trust Experience 1995 - 1998
Job
Industry Higher Education
Experience
City University of New York June 2014 - Present
John Jay College- CUNY October 2012 - June 2014
Marymount Manhattan College March 2006 - October 2012
Grace Institute 2011 - March 2012
Barnes & Noble College Booksellers 1998 - 2006
Bankers Trust 1995 - 1998
Skills
MBTI Certified, Strong Interest..., Teaching Experience, Career Counseling, Recruitment/Retention, Teaching Adults, College Recruiting, Career Assessment, Career Exploration, Full-cycle Recruiting, Higher Education, Classroom Instruction, Career Development, Strong Interest..., Career Services, Resume Writing, MBTI, Classroom, Curriculum Development, Human Resources, Job Search Strategies, Staff Development, Teacher Training, Student Development, Interviews, SDLC, Event Planning, Recruiting
Education
City University of New York-Brooklyn College
B.A.
Long Island University, Brooklyn Campus
M.S.
New York University
Certificate
City University of New York June 2014 - Present
John Jay College- CUNY October 2012 - June 2014
Marymount Manhattan College March 2006 - October 2012
Grace Institute 2011 - March 2012
Barnes & Noble College Booksellers 1998 - 2006
Bankers Trust 1995 - 1998
Skills
MBTI Certified, Strong Interest..., Teaching Experience, Career Counseling, Recruitment/Retention, Teaching Adults, College Recruiting, Career Assessment, Career Exploration, Full-cycle Recruiting, Higher Education, Classroom Instruction, Career Development, Strong Interest..., Career Services, Resume Writing, MBTI, Classroom, Curriculum Development, Human Resources, Job Search Strategies, Staff Development, Teacher Training, Student Development, Interviews, SDLC, Event Planning, Recruiting
Education
City University of New York-Brooklyn College
B.A.
Long Island University, Brooklyn Campus
M.S.
New York University
Certificate
Ira Minsky's Bankers Trust Experience August 1989 - July 1998
Job Managing Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse October 2008 - Present
JPMorgan Chase March 2008 - October 2008
Bear Stearns July 1998 - March 2008
Bankers Trust August 1989 - July 1998
Drexel Burnham Lambert 1987 - 1989
Education
New York University 1987 — 1994
MS, Computer Science
City University of New York-Brooklyn College 1981 — 1985
B.S., Computer Science
Credit Suisse October 2008 - Present
JPMorgan Chase March 2008 - October 2008
Bear Stearns July 1998 - March 2008
Bankers Trust August 1989 - July 1998
Drexel Burnham Lambert 1987 - 1989
Education
New York University 1987 — 1994
MS, Computer Science
City University of New York-Brooklyn College 1981 — 1985
B.S., Computer Science
Frank Giulietti's Bankers Trust Experience 1982 - 1990
Job SQL/ETL Consultant
Industry Information Technology and Services
Experience
In transition May 2014 - Present
Deutsche Bank September 1982 - September 2012
Bankers Trust / Deutsche Bank 1991 - 2000
Bankers Trust 1982 - 1990
Skills
Oracle SQL, Oracle Applications, Unix Shell Scripting, Financial Applications, Linux, Fixed Income, Investment Banking, SDLC, Management, Databases, DB2, Oracle, Software Development, Prime Brokerage, Capital Markets, Derivatives, Unix, Business Analysis, Business Process, Vendor Management, Requirements Analysis, Consulting, IT Strategy, Business Intelligence, ETL, Integration, SQL, Microsoft SQL Server, PL/SQL, T-SQL, Oracle SQL Developer, HTML5, Project+, Project Management, Microsoft Project, Software Project...
Education
Hunter College 1975 — 1980
Bachelor of Science (BS), Computer Science
In transition May 2014 - Present
Deutsche Bank September 1982 - September 2012
Bankers Trust / Deutsche Bank 1991 - 2000
Bankers Trust 1982 - 1990
Skills
Oracle SQL, Oracle Applications, Unix Shell Scripting, Financial Applications, Linux, Fixed Income, Investment Banking, SDLC, Management, Databases, DB2, Oracle, Software Development, Prime Brokerage, Capital Markets, Derivatives, Unix, Business Analysis, Business Process, Vendor Management, Requirements Analysis, Consulting, IT Strategy, Business Intelligence, ETL, Integration, SQL, Microsoft SQL Server, PL/SQL, T-SQL, Oracle SQL Developer, HTML5, Project+, Project Management, Microsoft Project, Software Project...
Education
Hunter College 1975 — 1980
Bachelor of Science (BS), Computer Science
Rita Keskinyan's Bankers Trust Experience 1984 - 1999
Job Managing Director, Mergers&AcquisitionsRabo Securities
Industry Banking
Experience
Rabo Securities January 2000 - Present
BT Securities 1991 - 1999
Bankers Trust 1984 - 1999
Skills
Banking, Derivatives, Financial Risk, Investment Banking, Structured Finance, Structured Products, Credit Risk, Financial Markets, Risk Management, Change Management, Capital Markets, FX Options
Education
Columbia Business School 1982 — 1983
Master of Business Administration (MBA), Finance, international business
Wellesley College 1976 — 1980
Bachelor's degree, German Studies, psychology
Rabo Securities January 2000 - Present
BT Securities 1991 - 1999
Bankers Trust 1984 - 1999
Skills
Banking, Derivatives, Financial Risk, Investment Banking, Structured Finance, Structured Products, Credit Risk, Financial Markets, Risk Management, Change Management, Capital Markets, FX Options
Education
Columbia Business School 1982 — 1983
Master of Business Administration (MBA), Finance, international business
Wellesley College 1976 — 1980
Bachelor's degree, German Studies, psychology
Barry M. Adams's Bankers Trust Experience March 1989 - March 1997
Job COO Gooi Global
Industry Venture Capital & Private Equity
Experience
Gooi Global December 2014 - Present
Gooi Global January 2011 - Present
ColBridge Capital December 2010 - September 2014
Grant Park Capital Partners September 2008 - November 2010
US Trust January 2005 - March 2007
Bankers Trust March 1989 - March 1997
Skills
Investments, Hedge Funds, Fixed Income, Alternative Investments, Portfolio Management, Business Development, Asset Management, Marketing, Asset Allocation, Investment Management, Private Equity, Investment Advisory, Wealth Management..., Investment Strategies, Equities, Securities
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Marketing - Finance
Northwestern University 1973 — 1978
BA, Economics
Gooi Global December 2014 - Present
Gooi Global January 2011 - Present
ColBridge Capital December 2010 - September 2014
Grant Park Capital Partners September 2008 - November 2010
US Trust January 2005 - March 2007
Bankers Trust March 1989 - March 1997
Skills
Investments, Hedge Funds, Fixed Income, Alternative Investments, Portfolio Management, Business Development, Asset Management, Marketing, Asset Allocation, Investment Management, Private Equity, Investment Advisory, Wealth Management..., Investment Strategies, Equities, Securities
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Marketing - Finance
Northwestern University 1973 — 1978
BA, Economics
Julie Persily's Bankers Trust Experience 1990 - 1999
Job Leveraged Finance
Industry Banking
Experience
CM Finance Inc 2013 - Present
Nomura Securities July 2010 - July 2011
Citigroup Global Markets 1999 - 2008
Bankers Trust 1990 - 1999
Drexel Burnham Lambert 1987 - 1989
Skills
Leveraged Finance, High Yield Bonds, Leveraged Loans, Bridge Loans, Private Equity, Financial Sponsors, Group Management, New Business Development, Financial Structuring, Group Development, Finance, Corporate Finance, Capital Markets, Investment Banking, Valuation, Fixed Income
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance, Accounting
Columbia College 1983 — 1987
BA, Economics and Psychology
NRHS 1979 — 1983
CM Finance Inc 2013 - Present
Nomura Securities July 2010 - July 2011
Citigroup Global Markets 1999 - 2008
Bankers Trust 1990 - 1999
Drexel Burnham Lambert 1987 - 1989
Skills
Leveraged Finance, High Yield Bonds, Leveraged Loans, Bridge Loans, Private Equity, Financial Sponsors, Group Management, New Business Development, Financial Structuring, Group Development, Finance, Corporate Finance, Capital Markets, Investment Banking, Valuation, Fixed Income
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance, Accounting
Columbia College 1983 — 1987
BA, Economics and Psychology
NRHS 1979 — 1983
Raymond Cohen's Bankers Trust Experience May 1998 - February 1999
Job Enterprise Warehouse Data Architect at Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ January 2014 - Present
Barclays Wealth March 2010 - December 2013
Barclays Wealth March 2009 - March 2010
Barclays Capital and Lehman Brothers June 2003 - March 2009
Lehman Brothers June 2001 - June 2003
Neuberger Berman March 1999 - June 2001
Bankers Trust May 1998 - February 1999
Dreyfus June 1993 - May 1998
Smith Barney November 1986 - June 1993
Manufacturers Hanover Trust April 1984 - November 1986
Skills
Oracle, MS SQLServer, DB2 UDB, Sybase, Agile Methodologies, Informatica MDM, ER/Studio Data Architect, Erwin, Sparcs Enterprise..., DBArtisan, Altova XMLSpy, PL SQL, Transact SQL, UNIX Korn Shell, Apache Subversion
Education
New York University 1981 — 1982
Diploma in Computer Technology
City University of New York-Brooklyn College 1974 — 1980
Bachelors of Science
Bank of Tokyo-Mitsubishi UFJ January 2014 - Present
Barclays Wealth March 2010 - December 2013
Barclays Wealth March 2009 - March 2010
Barclays Capital and Lehman Brothers June 2003 - March 2009
Lehman Brothers June 2001 - June 2003
Neuberger Berman March 1999 - June 2001
Bankers Trust May 1998 - February 1999
Dreyfus June 1993 - May 1998
Smith Barney November 1986 - June 1993
Manufacturers Hanover Trust April 1984 - November 1986
Skills
Oracle, MS SQLServer, DB2 UDB, Sybase, Agile Methodologies, Informatica MDM, ER/Studio Data Architect, Erwin, Sparcs Enterprise..., DBArtisan, Altova XMLSpy, PL SQL, Transact SQL, UNIX Korn Shell, Apache Subversion
Education
New York University 1981 — 1982
Diploma in Computer Technology
City University of New York-Brooklyn College 1974 — 1980
Bachelors of Science
Stan Ivancich's Bankers Trust Experience July 1996 - April 1997
Job Oracle Technical Lead and Database Manager at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2010 - Present
Credit Suisse March 2008 - June 2010
Credit Suisse March 2006 - July 2007
OppenheimerFunds July 1999 - April 2005
UBS July 1998 - April 1999
Enterprise Engineering, Inc. July 1997 - July 1998
Bankers Trust July 1996 - April 1997
Klinger Scientific September 1981 - May 1995
Skills
Securities Trade..., Oracle DBA, Oracle Internals and..., Sybase, Oracle, Performance Tuning, Databases, Fixed Income, SQL Tuning, Oracle RAC, T-SQL, Database Administration, Equities, Trading, Access, Software Project..., SQL, Business Analysis, Unix Shell Scripting, SDLC, Requirements Analysis
Education
Columbia Engineering 1976 — 1981
BSEE, Electrical Engineering
Stuyvesant HS 1972 — 1976
Math / Science
Credit Suisse July 2010 - Present
Credit Suisse March 2008 - June 2010
Credit Suisse March 2006 - July 2007
OppenheimerFunds July 1999 - April 2005
UBS July 1998 - April 1999
Enterprise Engineering, Inc. July 1997 - July 1998
Bankers Trust July 1996 - April 1997
Klinger Scientific September 1981 - May 1995
Skills
Securities Trade..., Oracle DBA, Oracle Internals and..., Sybase, Oracle, Performance Tuning, Databases, Fixed Income, SQL Tuning, Oracle RAC, T-SQL, Database Administration, Equities, Trading, Access, Software Project..., SQL, Business Analysis, Unix Shell Scripting, SDLC, Requirements Analysis
Education
Columbia Engineering 1976 — 1981
BSEE, Electrical Engineering
Stuyvesant HS 1972 — 1976
Math / Science
David Downie's Bankers Trust Experience 1998 - 2000
Job Assistant General Counsel and Director
Industry Law Practice
Experience
Bank of America Merrill Lynch 2013 - Present
Lehman Brothers Bankruptcy Estate 2009 - 2012
Deutsche Bank 2004 - 2008
Merrill Lynch 2000 - 2004
Bankers Trust 1998 - 2000
White & Case 1993 - 1998
Skills
Derivatives, Structured Finance, Bankruptcy, Capital Markets, ISDA, Securities Law, Fixed Income, Principal Investing, Special Situations, CDO, Chapter 11, Financial Structuring, Securitization, Dodd-Frank, Securities Regulation
Education
Columbia Law School 1990 — 1993
JD, Law
Dartmouth College 1984 — 1988
AB, cum laude, Asian Studies
Bank of America Merrill Lynch 2013 - Present
Lehman Brothers Bankruptcy Estate 2009 - 2012
Deutsche Bank 2004 - 2008
Merrill Lynch 2000 - 2004
Bankers Trust 1998 - 2000
White & Case 1993 - 1998
Skills
Derivatives, Structured Finance, Bankruptcy, Capital Markets, ISDA, Securities Law, Fixed Income, Principal Investing, Special Situations, CDO, Chapter 11, Financial Structuring, Securitization, Dodd-Frank, Securities Regulation
Education
Columbia Law School 1990 — 1993
JD, Law
Dartmouth College 1984 — 1988
AB, cum laude, Asian Studies
Gregg Bresner, CFA's Bankers Trust Experience 1995 - 2000
Job Chief Financial Officer at JDS Therapeutics, LLC
Industry Pharmaceuticals
Experience
JDS Therapeutics, LLC April 2012 - Present
Tyto Capital Partners LLC April 2010 - April 2012
Plainfield Asset Management/Briscoe Capital Management January 2003 - March 2010
Bankers Trust 1995 - 2000
Skills
Private Equity, Hedge Funds, Asset Managment, Investments, Portfolio Management, Valuation, Venture Capital, Capital Markets, Equities, Mezzanine, LBO, Financial Modeling, Investment Banking, Corporate Finance, Due Diligence, Financial Structuring, Debt, Mergers, Fixed Income, Corporate Development
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1985 — 1989
BS, Management
JDS Therapeutics, LLC April 2012 - Present
Tyto Capital Partners LLC April 2010 - April 2012
Plainfield Asset Management/Briscoe Capital Management January 2003 - March 2010
Bankers Trust 1995 - 2000
Skills
Private Equity, Hedge Funds, Asset Managment, Investments, Portfolio Management, Valuation, Venture Capital, Capital Markets, Equities, Mezzanine, LBO, Financial Modeling, Investment Banking, Corporate Finance, Due Diligence, Financial Structuring, Debt, Mergers, Fixed Income, Corporate Development
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1985 — 1989
BS, Management
Christine Gibbons's Bankers Trust Experience May 1993 - July 1995
Job Operations Manager at JNJ Global Logistics
Industry Transportation/Trucking/Railroad
Experience
JNJ Global Logistics August 2006 - Present
Arrow Electronics February 1996 - September 2000
Bankers Trust May 1993 - July 1995
Empire Blue Cross Blue Shield 1990 - 1993
Shea & Gould 1989 - 1990
Skills
Logistics, Supply Chain, Transportation..., Freight, LTL, Operations Management, Customer Service, Logistics Management, Transportation, Shipping, Trucking, Supply Chain Management, Warehousing, Process Improvement, 3PL, Microsoft Word, Telecommunications..., Accounting, Telecommunications..., Billing Process, Dispatching, Computer Maintenance, Telephony, Freight Forwarding, Container, Fleet Management, International Logistics, Truckload
Education
City University of New York City College 1984 — 1986
Accounting
Richmond Hill High School 1980 — 1984
Accounting, 12
JNJ Global Logistics August 2006 - Present
Arrow Electronics February 1996 - September 2000
Bankers Trust May 1993 - July 1995
Empire Blue Cross Blue Shield 1990 - 1993
Shea & Gould 1989 - 1990
Skills
Logistics, Supply Chain, Transportation..., Freight, LTL, Operations Management, Customer Service, Logistics Management, Transportation, Shipping, Trucking, Supply Chain Management, Warehousing, Process Improvement, 3PL, Microsoft Word, Telecommunications..., Accounting, Telecommunications..., Billing Process, Dispatching, Computer Maintenance, Telephony, Freight Forwarding, Container, Fleet Management, International Logistics, Truckload
Education
City University of New York City College 1984 — 1986
Accounting
Richmond Hill High School 1980 — 1984
Accounting, 12
Stacy R Wolff's Bankers Trust Experience January 1985 - January 1991
Job Vice President Desktop Support at Credit Suisse
Industry Banking
Experience
Credit Suisse January 1991 - Present
Credit Suisse 1991 - 2012
Bankers Trust January 1985 - January 1991
Digital Equipment Corporation 1981 - 1986
Skills
Vendor Management, Process Improvement, IT Service Management, Governance, SDLC, Enterprise Architecture, Risk Management, Disaster Recovery, Business Analysis, Business Process..., Leadership, Project Management, Service Delivery, Data Center, Management, ITIL, Information Technology, Software Project..., Project Portfolio..., Data Warehousing, Business Intelligence, IT Operations, Program Management, Project Delivery, Requirements Analysis, Team Leadership, Business Continuity, IT Management, Change Management, Outsourcing, Incident Management, Infrastructure, PMO, System Deployment
Education
City University of New York-Hunter College 1979 — 1981
BS, Computer Science
Queensborough Community College 1976 — 1978
AAS, Pre-Engineering
Benjamin Cardoza High School 1971 — 1975
Credit Suisse January 1991 - Present
Credit Suisse 1991 - 2012
Bankers Trust January 1985 - January 1991
Digital Equipment Corporation 1981 - 1986
Skills
Vendor Management, Process Improvement, IT Service Management, Governance, SDLC, Enterprise Architecture, Risk Management, Disaster Recovery, Business Analysis, Business Process..., Leadership, Project Management, Service Delivery, Data Center, Management, ITIL, Information Technology, Software Project..., Project Portfolio..., Data Warehousing, Business Intelligence, IT Operations, Program Management, Project Delivery, Requirements Analysis, Team Leadership, Business Continuity, IT Management, Change Management, Outsourcing, Incident Management, Infrastructure, PMO, System Deployment
Education
City University of New York-Hunter College 1979 — 1981
BS, Computer Science
Queensborough Community College 1976 — 1978
AAS, Pre-Engineering
Benjamin Cardoza High School 1971 — 1975
Dean D'onofrio's Bankers Trust Experience 1981 - 1996
Job Managing Member at BEL45 Capital, LLC
Industry Investment Management
Experience
BEL45 Capital, LLC 2013 - Present
Janus Capital Group 2011 - 2012
Janus Capital Group 2011 - 2012
TUDOR INVESTMENT CORPORATION 2007 - 2009
Merrill Lynch 1997 - 2007
Bankers Trust 1981 - 1996
Skills
Alternative Investments, Hedge Funds, Proprietary Trading, Options, Capital Markets, Derivatives, Equity Derivatives, Asset Allocation, Equities, Asset Management, Fixed Income, Credit Derivatives, Structured Products, Bloomberg, Trading Systems, Emerging Markets, Investment Banking, Investment Management
Education
Colgate University
BEL45 Capital, LLC 2013 - Present
Janus Capital Group 2011 - 2012
Janus Capital Group 2011 - 2012
TUDOR INVESTMENT CORPORATION 2007 - 2009
Merrill Lynch 1997 - 2007
Bankers Trust 1981 - 1996
Skills
Alternative Investments, Hedge Funds, Proprietary Trading, Options, Capital Markets, Derivatives, Equity Derivatives, Asset Allocation, Equities, Asset Management, Fixed Income, Credit Derivatives, Structured Products, Bloomberg, Trading Systems, Emerging Markets, Investment Banking, Investment Management
Education
Colgate University
Cia Buckley's Bankers Trust Experience July 1988 - May 1997
Job Chief Investment Officer at Dune Real Estate Partners
Industry Investment Management
Experience
Dune Real Estate Partners August 2007 - Present
JER Partners May 1997 - August 2007
Bankers Trust July 1988 - May 1997
Education
Columbia Business School 1991 — 1993
MBA, Finance
Lafayette College 1983 — 1988
BA, Economics
Phillips Exeter Academy 1981 — 1983
Dune Real Estate Partners August 2007 - Present
JER Partners May 1997 - August 2007
Bankers Trust July 1988 - May 1997
Education
Columbia Business School 1991 — 1993
MBA, Finance
Lafayette College 1983 — 1988
BA, Economics
Phillips Exeter Academy 1981 — 1983
Ron Hook's Bankers Trust Experience 1996 - 1999
Job Senior Business Analyst at Eisai Pharmaceuticals
Industry Pharmaceuticals
Experience
Hook Properties November 2012 - Present
Eisai August 2011 - Present
Wyeth November 2007 - July 2010
UBS AG 1998 - 2001
Bankers Trust 1996 - 1999
Skills
Business Analysis, Excel, Cross-functional Team..., Financial Analysis, Process Improvement, Data Analysis, SOX, Emerging Markets, Pricing, Business Process..., Word, Analytics, Forecasting, Process Engineering, Business Intelligence, Strategic Planning, SAP, Portfolio Management, Business Process, Data Management, Analysis, Microsoft Excel, Sarbanes-Oxley Act
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2003
MBA, Finance, Marketing, Entrepreneurship
Clarkson University 1991 — 1995
B.S., Finance, Economics
Hook Properties November 2012 - Present
Eisai August 2011 - Present
Wyeth November 2007 - July 2010
UBS AG 1998 - 2001
Bankers Trust 1996 - 1999
Skills
Business Analysis, Excel, Cross-functional Team..., Financial Analysis, Process Improvement, Data Analysis, SOX, Emerging Markets, Pricing, Business Process..., Word, Analytics, Forecasting, Process Engineering, Business Intelligence, Strategic Planning, SAP, Portfolio Management, Business Process, Data Management, Analysis, Microsoft Excel, Sarbanes-Oxley Act
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2003
MBA, Finance, Marketing, Entrepreneurship
Clarkson University 1991 — 1995
B.S., Finance, Economics
Janet Mandelman's Bankers Trust Experience 1982 - 1990
Job Data Architect at BNY Mellon
Industry Computer Software
Experience
BNY Mellon June 2001 - Present
AIG 2000 - 2002
Bankers Trust 1982 - 1990
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Computer Applications
City University of New York-Brooklyn College 1974 — 1978
ba
BNY Mellon June 2001 - Present
AIG 2000 - 2002
Bankers Trust 1982 - 1990
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Computer Applications
City University of New York-Brooklyn College 1974 — 1978
ba
Vincent Milea's Bankers Trust Experience September 1980 - March 1986
Job Client Technology Services at Bank of New York Mellon
Industry Information Technology and Services
Experience
Bank of New York Mellon March 1986 - Present
Bankers Trust September 1980 - March 1986
Harry S. Truman High School September 1979 - June 1980
Trail Blazer Camps 1975 - 1978
Skills
Risk Management, Banking, Project Management, SDLC, Business Analysis, Financial Services, Accounting
Education
Pace University - Lubin School of Business 1985 — 1990
MBA, Banking & Finance
New York University 1980 — 1980
N/A, Data Processing
Saint John's University 1978 — 1979
Certification, Secondary Science Education
City University of New York-Brooklyn College 1973 — 1977
B.S., Biology/Chemistry
Bank of New York Mellon March 1986 - Present
Bankers Trust September 1980 - March 1986
Harry S. Truman High School September 1979 - June 1980
Trail Blazer Camps 1975 - 1978
Skills
Risk Management, Banking, Project Management, SDLC, Business Analysis, Financial Services, Accounting
Education
Pace University - Lubin School of Business 1985 — 1990
MBA, Banking & Finance
New York University 1980 — 1980
N/A, Data Processing
Saint John's University 1978 — 1979
Certification, Secondary Science Education
City University of New York-Brooklyn College 1973 — 1977
B.S., Biology/Chemistry
David Pillori CFP®'s Bankers Trust Experience April 1994 - February 2000
Job Account Executive at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2012 - Present
Merrill Lynch September 2010 - August 2011
Alexandra & James Co., LLC 2007 - 2010
Pershing June 2004 - June 2007
ABN AMRO 2000 - 2004
Bankers Trust April 1994 - February 2000
Societe Generale July 1987 - March 1994
Skills
Investment Advisory, Separately Managed..., Unified Managed Accounts, Alternative Investments, Prime Brokerage, Securities Lending, Equities, Fixed Income Products, Treasury Management, Accounting, Relationship Management, Hedge Funds., Fund Of Funds, Business Management, Series 7, Series 63, Series 24, Series 66, Managed Accounts, CFP(R)
Education
Fordham Gabelli School of Business 1989 — 1992
MBA, Finance
College for Financial Planning 2008 — 2011
CFP Certification Professional Education Program, CFP
Pace University 1983 — 1987
BBA, Finance & Accounting
Don Bosco Prep. 1979 — 1983
HS Diploma
Fidelity Investments July 2012 - Present
Merrill Lynch September 2010 - August 2011
Alexandra & James Co., LLC 2007 - 2010
Pershing June 2004 - June 2007
ABN AMRO 2000 - 2004
Bankers Trust April 1994 - February 2000
Societe Generale July 1987 - March 1994
Skills
Investment Advisory, Separately Managed..., Unified Managed Accounts, Alternative Investments, Prime Brokerage, Securities Lending, Equities, Fixed Income Products, Treasury Management, Accounting, Relationship Management, Hedge Funds., Fund Of Funds, Business Management, Series 7, Series 63, Series 24, Series 66, Managed Accounts, CFP(R)
Education
Fordham Gabelli School of Business 1989 — 1992
MBA, Finance
College for Financial Planning 2008 — 2011
CFP Certification Professional Education Program, CFP
Pace University 1983 — 1987
BBA, Finance & Accounting
Don Bosco Prep. 1979 — 1983
HS Diploma
Iris Trotman's Bankers Trust Experience 1987 - 1995
Job Executive Director at JP Morgan
Industry Financial Services
Experience
TD Securities 2011 - Present
JP Morgan 2008 - 2011
Bear Stearns 2005 - 2008
Deutsche Bank 2000 - 2005
Morgan Stanley 2000 - 2000
American Express 1995 - 2000
Bankers Trust 1987 - 1995
IBM 1982 - 1985
Skills
Fixed Income, Equities, Investment Banking, Capital Markets, Financial Services, Derivatives, Hedge Funds, Leadership, Management, Securities, Business Analysis, Portfolio Management, SDLC
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Marketing and Finance
Yale University 1978 — 1982
BA, Political Science
TD Securities 2011 - Present
JP Morgan 2008 - 2011
Bear Stearns 2005 - 2008
Deutsche Bank 2000 - 2005
Morgan Stanley 2000 - 2000
American Express 1995 - 2000
Bankers Trust 1987 - 1995
IBM 1982 - 1985
Skills
Fixed Income, Equities, Investment Banking, Capital Markets, Financial Services, Derivatives, Hedge Funds, Leadership, Management, Securities, Business Analysis, Portfolio Management, SDLC
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Marketing and Finance
Yale University 1978 — 1982
BA, Political Science
James V. Healy's Bankers Trust Experience 1988 - 1999
Job Sourcing & Procurement Executive
Industry Banking
Experience
JPMorgan 2008 - Present
Bear Stearns 2001 - 2008
Deutsche Bank 1999 - 2001
Bankers Trust 1988 - 1999
CNR Partners 1986 - 1987
RCA 1981 - 1986
Education
Columbia University - Columbia Business School 1991 — 1992
MBA
Saint Joseph's University 1977 — 1981
BS
JPMorgan 2008 - Present
Bear Stearns 2001 - 2008
Deutsche Bank 1999 - 2001
Bankers Trust 1988 - 1999
CNR Partners 1986 - 1987
RCA 1981 - 1986
Education
Columbia University - Columbia Business School 1991 — 1992
MBA
Saint Joseph's University 1977 — 1981
BS
Randy Vaughan's Bankers Trust Experience July 1972 - July 1981
Job Owner at Leapfrog Learning Center
Industry E-Learning
Experience
Leapfrog Learning Center Vice President, Corporate FinanceChemical BankNovember 1981 - November 1991
Bankers Trust July 1972 - July 1981
Education
Columbia University - Columbia Business School 1968 — 1970
MBA, Finance
Columbia University in the City of New York 1964 — 1968
BA, Middle Eastern Studies
Leapfrog Learning Center Vice President, Corporate FinanceChemical BankNovember 1981 - November 1991
Bankers Trust July 1972 - July 1981
Education
Columbia University - Columbia Business School 1968 — 1970
MBA, Finance
Columbia University in the City of New York 1964 — 1968
BA, Middle Eastern Studies
Andrew Babienco's Bankers Trust Experience 1984 - 2000
Job Director at BBG
Industry Real Estate
Experience
Deutsche Bank 2000 - 2015
Bankers Trust 1984 - 2000
Education
City University of New York City College
PS 62
Deutsche Bank 2000 - 2015
Bankers Trust 1984 - 2000
Education
City University of New York City College
PS 62
Peter Urbanczyk's Bankers Trust Experience April 1988 - November 1991
Job Chief Executive Officer and Head of FICC Sales, Americas
Industry Banking
Experience
Sberbank-CIB USA, Inc. March 2013 - Present
Care 2 Communities January 2013 - Present
RBS Securities, Inc June 2008 - December 2012
Bear Stearns & Co., Inc. March 1999 - March 2008
Credit Lyonnais Securities January 1996 - March 1999
Midland Montagu November 1991 - December 1995
Bankers Trust April 1988 - November 1991
National Westminster Bank USA June 1984 - April 1988
Skills
investing,..., Emerging Markets, Institutional Sales, Investments, Fixed Income, Hedge Funds, Trading, Asset Managment, Banking, Restructuring, Credit Analysis, Latin America, Alternative Investments, Capital Markets, Investment Banking, Derivatives, Asset Management, Structured Finance, Equities, Structured Products
Education
Columbia University - School of International and Public Affairs 1982 — 1984
Master of International Affairs, International Finance
College of the Holy Cross 1977 — 1981
BA, History
London School of Economics and Political Science 1979 — 1979
JEB Stuart High School
Sberbank-CIB USA, Inc. March 2013 - Present
Care 2 Communities January 2013 - Present
RBS Securities, Inc June 2008 - December 2012
Bear Stearns & Co., Inc. March 1999 - March 2008
Credit Lyonnais Securities January 1996 - March 1999
Midland Montagu November 1991 - December 1995
Bankers Trust April 1988 - November 1991
National Westminster Bank USA June 1984 - April 1988
Skills
investing,..., Emerging Markets, Institutional Sales, Investments, Fixed Income, Hedge Funds, Trading, Asset Managment, Banking, Restructuring, Credit Analysis, Latin America, Alternative Investments, Capital Markets, Investment Banking, Derivatives, Asset Management, Structured Finance, Equities, Structured Products
Education
Columbia University - School of International and Public Affairs 1982 — 1984
Master of International Affairs, International Finance
College of the Holy Cross 1977 — 1981
BA, History
London School of Economics and Political Science 1979 — 1979
JEB Stuart High School
Stan Akerman's Bankers Trust Experience June 1996 - August 1997
Job Business Systems Analyst at AIG
Industry Insurance
Experience
Major Insurance Company February 2010 - Present
Pride Technology September 2009 - January 2010
Travelers December 2001 - August 2009
Independent Consultant July 2001 - December 2001
Lehman Brothers March 2000 - June 2001
Sharp Decisions April 1994 - June 2001
New York Life September 1997 - February 2000
Bankers Trust June 1996 - August 1997
Bear Stearns April 1994 - June 1996
TCAM SYSTEMS, INC April 1982 - April 1994
Skills
Business Analysis, Requirements Gathering, Microsoft Office, Project Management, UAT Coordination, C++, SQL, Databases, Microsoft Project, Project Estimation, Product Lifecycle..., Equities, Commodity, Options, Property & Casualty..., Business Process..., HP Quality Center, Software Project..., Access, Analysis, SDLC, Fixed Income, Oracle, Risk Management
Education
New York University
Master of Science (MS), Computer Science
City University of New York-Brooklyn College
Bachelor of Science (BS), Mathematics
Major Insurance Company February 2010 - Present
Pride Technology September 2009 - January 2010
Travelers December 2001 - August 2009
Independent Consultant July 2001 - December 2001
Lehman Brothers March 2000 - June 2001
Sharp Decisions April 1994 - June 2001
New York Life September 1997 - February 2000
Bankers Trust June 1996 - August 1997
Bear Stearns April 1994 - June 1996
TCAM SYSTEMS, INC April 1982 - April 1994
Skills
Business Analysis, Requirements Gathering, Microsoft Office, Project Management, UAT Coordination, C++, SQL, Databases, Microsoft Project, Project Estimation, Product Lifecycle..., Equities, Commodity, Options, Property & Casualty..., Business Process..., HP Quality Center, Software Project..., Access, Analysis, SDLC, Fixed Income, Oracle, Risk Management
Education
New York University
Master of Science (MS), Computer Science
City University of New York-Brooklyn College
Bachelor of Science (BS), Mathematics
Jeremy Blachman's Bankers Trust Experience 1986 - 1994
Job Executive Vice President at Allied International Pipes & Fittings
Industry Mining & Metals
Experience
Allied International Pipes & Fittings September 2014 - Present
Allied Alloys January 2010 - Present
Victory Packaging 2003 - 2009
Enron 1995 - 2002
Bankers Trust 1986 - 1994
Skills
Financial Reporting, Budgets, Financial Analysis, Operations Management, Financial Modeling, Mergers & Acquisitions, Due Diligence, Accounting, Corporate Finance, Team Building, Logistics, Contract Negotiation, Commodity, Valuation, Management
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
State University of New York at Buffalo - School of Management 1982 — 1986
BS, Management & Computer Science
Allied International Pipes & Fittings September 2014 - Present
Allied Alloys January 2010 - Present
Victory Packaging 2003 - 2009
Enron 1995 - 2002
Bankers Trust 1986 - 1994
Skills
Financial Reporting, Budgets, Financial Analysis, Operations Management, Financial Modeling, Mergers & Acquisitions, Due Diligence, Accounting, Corporate Finance, Team Building, Logistics, Contract Negotiation, Commodity, Valuation, Management
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
State University of New York at Buffalo - School of Management 1982 — 1986
BS, Management & Computer Science
Richard L. Brackett's Bankers Trust Experience 1990 - 1995
Job Certified Financial Planner
Industry Financial Services
Experience
Richard L. Brackett, CFP June 1995 - Present
ASEA Redox Cell Signaling November 2014 - Present
Bankers Trust 1990 - 1995
The Boston Company September 1986 - March 1990
State Street Bank September 1970 - September 1986
Skills
Investments, Asset Management, Portfolio Management, Wealth Management, High Net Worth..., Alternative Investments, Investment Advisory, Equities, Hedge Funds, Finance, Investment Management, Asset Allocation, Risk Management, Private Equity, Mortgage Lending, Business Development, Venture Capital, Strategy, Family Office, New Business Development
Education
College for Financial Planning 1988 — 1991
Certified Financial Planner
Harvard University 1984 — 1990
ALB, Economics, Cum Laude
Richard L. Brackett, CFP June 1995 - Present
ASEA Redox Cell Signaling November 2014 - Present
Bankers Trust 1990 - 1995
The Boston Company September 1986 - March 1990
State Street Bank September 1970 - September 1986
Skills
Investments, Asset Management, Portfolio Management, Wealth Management, High Net Worth..., Alternative Investments, Investment Advisory, Equities, Hedge Funds, Finance, Investment Management, Asset Allocation, Risk Management, Private Equity, Mortgage Lending, Business Development, Venture Capital, Strategy, Family Office, New Business Development
Education
College for Financial Planning 1988 — 1991
Certified Financial Planner
Harvard University 1984 — 1990
ALB, Economics, Cum Laude
Kevin Tan's Bankers Trust Experience June 1987 - September 1992
Job Dad
Industry Investment Management
Experience
Retired and enjoying time with family April 2015 - Present
Johnson Bank June 2014 - April 2015
Northern Trust Global Investments September 1992 - August 2013
Bankers Trust June 1987 - September 1992
Skills
Portfolio Management, Asset Allocation, Asset Managment, Equities, Alternative Investments, Investments, Fixed Income, Hedge Funds, Investment Strategies, Wealth Management, Capital Markets, Derivatives, Fund Of Funds, Investment Management, Securities, Mutual Funds, Asset Management, Financial Services
Education
University of Chicago Graduate School of Business 1985 — 1987
Master of Business Administration (MBA), Accounting and Finance
Claremont McKenna College 1982 — 1985
BA, Economics and Mathematics
Retired and enjoying time with family April 2015 - Present
Johnson Bank June 2014 - April 2015
Northern Trust Global Investments September 1992 - August 2013
Bankers Trust June 1987 - September 1992
Skills
Portfolio Management, Asset Allocation, Asset Managment, Equities, Alternative Investments, Investments, Fixed Income, Hedge Funds, Investment Strategies, Wealth Management, Capital Markets, Derivatives, Fund Of Funds, Investment Management, Securities, Mutual Funds, Asset Management, Financial Services
Education
University of Chicago Graduate School of Business 1985 — 1987
Master of Business Administration (MBA), Accounting and Finance
Claremont McKenna College 1982 — 1985
BA, Economics and Mathematics
Christina Alfandary's Bankers Trust Experience August 1989 - August 1990
Job Senior Managing Director at Nikko Asset Management
Industry Investment Management
Experience
Nikko Asset Management Americas, Inc. September 2010 - May 2015
Nikko Asset Management International Inc. September 2005 - October 2010
Gabelli Asset Management September 2001 - August 2005
Morgan Stanley August 1990 - April 2000
Bankers Trust August 1989 - August 1990
Skills
Fixed Income, Equities, Investments, Alternative Investments, Hedge Funds, Investment Management, Asset Managment, Institutional Investors, Investment Strategies, Portfolio Management, Mutual Funds, Asset Allocation, Equity Research, Capital Markets, Marketing Strategy, Strategic Partnerships, Management, Sales Management
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Lewis and Clark College 1985 — 1989
Bachelor of Arts (B.A.), Economics
Nikko Asset Management Americas, Inc. September 2010 - May 2015
Nikko Asset Management International Inc. September 2005 - October 2010
Gabelli Asset Management September 2001 - August 2005
Morgan Stanley August 1990 - April 2000
Bankers Trust August 1989 - August 1990
Skills
Fixed Income, Equities, Investments, Alternative Investments, Hedge Funds, Investment Management, Asset Managment, Institutional Investors, Investment Strategies, Portfolio Management, Mutual Funds, Asset Allocation, Equity Research, Capital Markets, Marketing Strategy, Strategic Partnerships, Management, Sales Management
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Lewis and Clark College 1985 — 1989
Bachelor of Arts (B.A.), Economics
Harold Holappa's Bankers Trust Experience June 1990 - April 1995
Job Managing Director at MJX Asset Management
Industry Investment Management
Experience
MJX Asset Management August 2007 - Present
TD Securities August 1997 - August 2007
CIBC World Markets August 1995 - August 1997
Bankers Trust June 1990 - April 1995
Bankers Trust August 1986 - August 1988
Skills
Fixed Income, Capital Markets, Structured Products, Hedge Funds, High Yield, CDO, Alternative Investments, Bonds, Credit Derivatives, Asset Managment, Structured Finance, Leveraged Finance, Emerging Markets, Equities, Bloomberg, Asset Management, Portfolio Management, Trading, Investments, Credit, Investment Banking, Investment Strategies, Valuation, Derivatives
Education
Harvard Business School 1988 — 1990
MBA
Colgate University 1982 — 1986
BA, Mathematical Economics
MJX Asset Management August 2007 - Present
TD Securities August 1997 - August 2007
CIBC World Markets August 1995 - August 1997
Bankers Trust June 1990 - April 1995
Bankers Trust August 1986 - August 1988
Skills
Fixed Income, Capital Markets, Structured Products, Hedge Funds, High Yield, CDO, Alternative Investments, Bonds, Credit Derivatives, Asset Managment, Structured Finance, Leveraged Finance, Emerging Markets, Equities, Bloomberg, Asset Management, Portfolio Management, Trading, Investments, Credit, Investment Banking, Investment Strategies, Valuation, Derivatives
Education
Harvard Business School 1988 — 1990
MBA
Colgate University 1982 — 1986
BA, Mathematical Economics
Gregory Shefrin's Bankers Trust Experience June 1997 - June 1999
Job Senior Vice President at BBVA Compass
Industry Banking
Experience
BBVA Compass April 2015 - Present
Shefrin & Associates January 2010 - April 2015
Deutsche Bank June 1999 - November 2009
Bankers Trust June 1997 - June 1999
The Bank of New York June 1989 - June 1997
Skills
Mergers & Acquisitions, Strategy, Management, Investments, Portfolio Management, Strategic Planning, Finance, Investment Banking, Capital Markets, Private Equity
Education
Cornell University - Johnson Graduate School of Management 1987 — 1989
MBA, Finance; Marketing
Colby College 1981 — 1985
BA, Economics, Government
Loomis Chaffee
BBVA Compass April 2015 - Present
Shefrin & Associates January 2010 - April 2015
Deutsche Bank June 1999 - November 2009
Bankers Trust June 1997 - June 1999
The Bank of New York June 1989 - June 1997
Skills
Mergers & Acquisitions, Strategy, Management, Investments, Portfolio Management, Strategic Planning, Finance, Investment Banking, Capital Markets, Private Equity
Education
Cornell University - Johnson Graduate School of Management 1987 — 1989
MBA, Finance; Marketing
Colby College 1981 — 1985
BA, Economics, Government
Loomis Chaffee
Claudia Rinschler's Bankers Trust Experience 1988 - 1996
Job Managing Director, Global COO Citi Trust at Citigroup
Industry Financial Services
Experience
Citigroup July 2009 - Present
Citigroup January 2003 - June 2009
Citigroup July 2000 - December 2002
Merrill Lynch 1996 - 2000
Bankers Trust 1988 - 1996
Education
The Tuck School of Business at Dartmouth 1986 — 1988
MBA, Management
College of the Holy Cross 1979 — 1983
BA, Economics
Citigroup July 2009 - Present
Citigroup January 2003 - June 2009
Citigroup July 2000 - December 2002
Merrill Lynch 1996 - 2000
Bankers Trust 1988 - 1996
Education
The Tuck School of Business at Dartmouth 1986 — 1988
MBA, Management
College of the Holy Cross 1979 — 1983
BA, Economics
Elliot Cohen's Bankers Trust Experience 1977 - 1999
Job CEO Millennium Bagels, Inc.
Industry Restaurants
Experience
Millenium Bagels, Inc. January 1999 - Present
Bankers Trust 1977 - 1999
Skills
Entrepreneurship, Negotiation, Marketing Strategy, Customer Service, Management, Business Strategy, Advertising, Social Media Marketing, Hospitality, Event Planning, Operations Management, Strategic Planning, Public Speaking, New Business Development, Sales Management, Small Business, Business Development, Start-ups, Contract Negotiation, Leadership, Team Building, Public Relations
Education
City University of New York-Herbert H. Lehman College
Millenium Bagels, Inc. January 1999 - Present
Bankers Trust 1977 - 1999
Skills
Entrepreneurship, Negotiation, Marketing Strategy, Customer Service, Management, Business Strategy, Advertising, Social Media Marketing, Hospitality, Event Planning, Operations Management, Strategic Planning, Public Speaking, New Business Development, Sales Management, Small Business, Business Development, Start-ups, Contract Negotiation, Leadership, Team Building, Public Relations
Education
City University of New York-Herbert H. Lehman College
Khamla (Samaroo) Khemraj's Bankers Trust Experience September 1986 - January 1994
Job Lead Corp. Action Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 1994 - Present
Bankers Trust September 1986 - January 1994
Skills
Bloomberg Terminal, Reuters 3000, XSP, SWIFT messages, Eagle PACE, Corporate Action - All..., BBH, Benchmark Rebalance..., PRICING - EQUITIES/BONDS, Microsoft Excel..., Fidelity Action Service, Departmental Metrics, Survivor Benefits,..., eTRAN+
Education
City University of New York-Herbert H. Lehman College
BA, Business Administration
TIAA-CREF January 1994 - Present
Bankers Trust September 1986 - January 1994
Skills
Bloomberg Terminal, Reuters 3000, XSP, SWIFT messages, Eagle PACE, Corporate Action - All..., BBH, Benchmark Rebalance..., PRICING - EQUITIES/BONDS, Microsoft Excel..., Fidelity Action Service, Departmental Metrics, Survivor Benefits,..., eTRAN+
Education
City University of New York-Herbert H. Lehman College
BA, Business Administration
Steve LaScala's Bankers Trust Experience August 1981 - February 1988
Job Contractor Specializing in Marketing Data Science
Industry Information Technology and Services
Experience
Village Galley February 2009 - January 2015
Walt Disney Company February 2004 - November 2009
Kraft Foods August 1993 - January 2004
General Foods February 1988 - August 1993
Bankers Trust August 1981 - February 1988
Skills
Planning, Analysis, Analytics, P&L Management, Budget Management, Vendor Management, Cross-functional Team..., Vendor Relations, Strategic Planning, Market Research, Forecasting, Customer Relations, Team Building, Process Improvement, Change Management, Call Center, Business Intelligence, Direct Marketing, Consumer Insights, Customer Service, E-commerce, Data Analysis, Microsoft Office, Team Leadership, Market Planning, SQL
Education
New York University 1996 — 1999
MBS, Direct and Interactive Marketing
City University of New York City College
BS, Mathematics
Village Galley February 2009 - January 2015
Walt Disney Company February 2004 - November 2009
Kraft Foods August 1993 - January 2004
General Foods February 1988 - August 1993
Bankers Trust August 1981 - February 1988
Skills
Planning, Analysis, Analytics, P&L Management, Budget Management, Vendor Management, Cross-functional Team..., Vendor Relations, Strategic Planning, Market Research, Forecasting, Customer Relations, Team Building, Process Improvement, Change Management, Call Center, Business Intelligence, Direct Marketing, Consumer Insights, Customer Service, E-commerce, Data Analysis, Microsoft Office, Team Leadership, Market Planning, SQL
Education
New York University 1996 — 1999
MBS, Direct and Interactive Marketing
City University of New York City College
BS, Mathematics
Alex Kalpaxis's Bankers Trust Experience 1982 - 1997
Job
Industry Wireless
Experience
24eight 2006 - Present
24eight, Inc. 2006 - Present
Bankers Trust 1982 - 1997
Skills
Integration, Perl, Wireless, Signal Processing, Embedded Systems, Algorithms, Software Engineering, SDLC, IT Strategy, Software Development, Enterprise Architecture, Sensors, Enterprise Software, Testing, Agile Methodologies, Program Management, Vendor Management
Education
City University of New York City College 1976 — 1980
Physics
24eight 2006 - Present
24eight, Inc. 2006 - Present
Bankers Trust 1982 - 1997
Skills
Integration, Perl, Wireless, Signal Processing, Embedded Systems, Algorithms, Software Engineering, SDLC, IT Strategy, Software Development, Enterprise Architecture, Sensors, Enterprise Software, Testing, Agile Methodologies, Program Management, Vendor Management
Education
City University of New York City College 1976 — 1980
Physics
Marc Stoll's Bankers Trust Experience 1993 - 1998
Job Technical Project Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 1998 - Present
Bankers Trust 1993 - 1998
Skills
Agile Methodologies, Software Project..., Disaster Recovery, SDLC, Sybase, Requirements Analysis, Business Analysis, Market Data, Risk Management, Requirements Gathering, IT Strategy, Visio, IT Management, ITIL, Unix, Databases, Data Center, Enterprise Architecture, Project Delivery, Software Development, Integration, Project Portfolio..., MS Project, Oracle, SharePoint
Education
City University of New York City College 1985 — 1987
MS, Computer Science
Rochester Institute of Technology 1979 — 1983
BS, Nuclear Medical Technology/Technologist
BNY Mellon September 1998 - Present
Bankers Trust 1993 - 1998
Skills
Agile Methodologies, Software Project..., Disaster Recovery, SDLC, Sybase, Requirements Analysis, Business Analysis, Market Data, Risk Management, Requirements Gathering, IT Strategy, Visio, IT Management, ITIL, Unix, Databases, Data Center, Enterprise Architecture, Project Delivery, Software Development, Integration, Project Portfolio..., MS Project, Oracle, SharePoint
Education
City University of New York City College 1985 — 1987
MS, Computer Science
Rochester Institute of Technology 1979 — 1983
BS, Nuclear Medical Technology/Technologist
Fran Fasano's Bankers Trust Experience 1987 - 1993
Job Contracts Administrator at TELEHOUSE America
Industry Information Technology and Services
Experience
TELEHOUSE America September 2007 - Present
TELEHOUSE America November 1999 - September 2007
Hines 1996 - 1998
Morgan Stanley 1996 - 1998
Tishman Speyer 1994 - 1996
Bankers Trust 1987 - 1993
Skills
Co-location, Facilities Management, Operations Management, VoIP, Project Management, Data Center, Marketing, Vendor Management, Graphic Design, Microsoft Office, Telecommunications, Contract Negotiation, Budgets, Time Management, HVAC, Management, New Business Development, Asset Management, Solution Selling, Supervisory Skills, Customer Service, Cloud Computing, Negotiation, Networking, Managed Services, Troubleshooting, Salesforce.com, Contract Management, Ethernet, Strategic Planning, Sales Management
Education
Brooklyn College
BS, Accounting
Kingsborough Community College
Associates Degree
TELEHOUSE America September 2007 - Present
TELEHOUSE America November 1999 - September 2007
Hines 1996 - 1998
Morgan Stanley 1996 - 1998
Tishman Speyer 1994 - 1996
Bankers Trust 1987 - 1993
Skills
Co-location, Facilities Management, Operations Management, VoIP, Project Management, Data Center, Marketing, Vendor Management, Graphic Design, Microsoft Office, Telecommunications, Contract Negotiation, Budgets, Time Management, HVAC, Management, New Business Development, Asset Management, Solution Selling, Supervisory Skills, Customer Service, Cloud Computing, Negotiation, Networking, Managed Services, Troubleshooting, Salesforce.com, Contract Management, Ethernet, Strategic Planning, Sales Management
Education
Brooklyn College
BS, Accounting
Kingsborough Community College
Associates Degree
Terry Perperis's Bankers Trust Experience January 1979 - July 1983
Job Senior Systems Architect at Time Warner Inc.
Industry Entertainment
Experience
Time Warner Inc. January 2000 - Present
Bear Stearns July 1983 - January 2000
Bankers Trust January 1979 - July 1983
Skills
Oracle SQL, Microsoft SQL Server, Sybase, DB2, Net Express, COBOL, ColdFusion, PowerBuilder, REXX
Education
NYU Stern School of Business 1976 — 1982
MBA, Finance
Brooklyn College 1963 — 1968
BA, Economics
Time Warner Inc. January 2000 - Present
Bear Stearns July 1983 - January 2000
Bankers Trust January 1979 - July 1983
Skills
Oracle SQL, Microsoft SQL Server, Sybase, DB2, Net Express, COBOL, ColdFusion, PowerBuilder, REXX
Education
NYU Stern School of Business 1976 — 1982
MBA, Finance
Brooklyn College 1963 — 1968
BA, Economics
Nina Richman's Bankers Trust Experience June 1982 - December 1982
Job Strategy, Marketing, Innovation and Consumer Insights Consultant
Industry Consumer Goods
Experience
SC Johnson April 2001 - December 2004
Richman Consulting August 1991 - April 2001
Quaker Oats April 1990 - July 1991
Kraft Foods October 1988 - April 1990
Quaker Oats April 1986 - October 1988
Synovate March 1985 - March 1986
SymphonyIRI Group February 1984 - March 1985
CBOE January 1983 - February 1984
Bankers Trust June 1982 - December 1982
Skills
Customer Insight, Cross-functional Team..., Market Research, Marketing, Strategic Planning, Data Analysis, Innovation, Collaboration, Project Management, Writing, Market Analysis, Advertising, Qualitative Research, Competitive Analysis, Shopper Marketing, Consumer Products, Marketing Strategy, Strategy, Market Planning, Brand Management
Education
Carnegie Mellon University - Tepper School of Business 1980 — 1982
MS
University of Illinois at Urbana-Champaign 1976 — 1980
BA
SC Johnson April 2001 - December 2004
Richman Consulting August 1991 - April 2001
Quaker Oats April 1990 - July 1991
Kraft Foods October 1988 - April 1990
Quaker Oats April 1986 - October 1988
Synovate March 1985 - March 1986
SymphonyIRI Group February 1984 - March 1985
CBOE January 1983 - February 1984
Bankers Trust June 1982 - December 1982
Skills
Customer Insight, Cross-functional Team..., Market Research, Marketing, Strategic Planning, Data Analysis, Innovation, Collaboration, Project Management, Writing, Market Analysis, Advertising, Qualitative Research, Competitive Analysis, Shopper Marketing, Consumer Products, Marketing Strategy, Strategy, Market Planning, Brand Management
Education
Carnegie Mellon University - Tepper School of Business 1980 — 1982
MS
University of Illinois at Urbana-Champaign 1976 — 1980
BA
Vincent Donahue's Bankers Trust Experience 1994 - 2000
Job Financial Advisor at Durango Mountain Resort
Industry Investment Banking
Experience
Durango Mountain Resort 2013 - Present
CFHS Holdings, Inc. October 2004 - Present
Caneel Bay 2004 - Present
Airem Capital Group 2004 - 2008
Bankers Trust 1994 - 2000
Arvida Corporation 1980 - 1994
Ford Motor Company 1978 - 1980
Skills
Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Mergers, Private Equity, Due Diligence, Negotiating Partnership..., Real Estate..., Complex Debt and Equity...
Education
Columbia University Graduate School of Business 1976 — 1978
Master of Business Administration (M.B.A.), Finance, General
College of the Holy Cross 1972 — 1976
Bachelor of Arts (BA), Economics
Durango Mountain Resort 2013 - Present
CFHS Holdings, Inc. October 2004 - Present
Caneel Bay 2004 - Present
Airem Capital Group 2004 - 2008
Bankers Trust 1994 - 2000
Arvida Corporation 1980 - 1994
Ford Motor Company 1978 - 1980
Skills
Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Mergers, Private Equity, Due Diligence, Negotiating Partnership..., Real Estate..., Complex Debt and Equity...
Education
Columbia University Graduate School of Business 1976 — 1978
Master of Business Administration (M.B.A.), Finance, General
College of the Holy Cross 1972 — 1976
Bachelor of Arts (BA), Economics
Elaine Hitsous's Bankers Trust Experience November 1989 - June 1999
Job Assistant Vice President at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank February 2006 - Present
Deutsche Bank June 1999 - February 2006
Bankers Trust November 1989 - June 1999
Drexel Burnham Lambert January 1978 - May 1989
Skills
Administration, Financial Reporting, Finance, Banking, Corporate Finance, Financial Modeling, Information Security, Network Security, Portfolio Management, Asset Management, Project Management
Education
Hunter College
Deutsche Bank February 2006 - Present
Deutsche Bank June 1999 - February 2006
Bankers Trust November 1989 - June 1999
Drexel Burnham Lambert January 1978 - May 1989
Skills
Administration, Financial Reporting, Finance, Banking, Corporate Finance, Financial Modeling, Information Security, Network Security, Portfolio Management, Asset Management, Project Management
Education
Hunter College
Gregory Canu's Bankers Trust Experience 1985 - 1989
Job Director at Societe Generale Corporate & Investment Banking
Industry Financial Services
Experience
Societe Generale Corporate & Investment Banking April 2007 - Present
Citigroup Inc October 2000 - April 2007
Merrill Lynch March 1998 - October 2000
Bank of Tokyo-Mitsubishi UFJ 1989 - 1998
Bankers Trust 1985 - 1989
Skills
Fixed Income, Treasury, Compliance, Banking, Financial Analysis, Financial Institutions, Equities, Capital Markets, Derivatives, Investment Banking, Financial Markets, Structured Finance, Financial Risk, FX Options, Credit Derivatives, Interest Rate..., Market Risk, Swaps, Securities
Education
City University of New York 1982 — 1984
Bachelor's degree, Business and Finance
Wagner College 1980 — 1982
Business/Managerial Economics
Societe Generale Corporate & Investment Banking April 2007 - Present
Citigroup Inc October 2000 - April 2007
Merrill Lynch March 1998 - October 2000
Bank of Tokyo-Mitsubishi UFJ 1989 - 1998
Bankers Trust 1985 - 1989
Skills
Fixed Income, Treasury, Compliance, Banking, Financial Analysis, Financial Institutions, Equities, Capital Markets, Derivatives, Investment Banking, Financial Markets, Structured Finance, Financial Risk, FX Options, Credit Derivatives, Interest Rate..., Market Risk, Swaps, Securities
Education
City University of New York 1982 — 1984
Bachelor's degree, Business and Finance
Wagner College 1980 — 1982
Business/Managerial Economics
Dorothy Taormina's Bankers Trust Experience September 1995 - September 1999
Job Supervisor at J. Knipper
Industry Pharmaceuticals
Experience
J. Knipper & Company April 2013 - Present
inVentiv Health September 2009 - April 2013
ConsultDom IT Services, Inc. May 2006 - May 2009
Bankers Trust September 1995 - September 1999
Kidder Peabody November 1993 - January 1995
Skills
Account Reconciliation, Financial Reporting, Auditing, Ad Hoc Reporting, Data Analysis, Accounting, Variance Analysis, Data Management, PDMA, HIPAA, Pharma, Customer Service, Process Improvement, Sample Management, Finance, Microsoft Office, Pharmaceutical Industry, Leadership
Education
City University of New York-College of Staten Island 1986 — 1991
Bachelor of Science (BS), Business Administration and Management
J. Knipper & Company April 2013 - Present
inVentiv Health September 2009 - April 2013
ConsultDom IT Services, Inc. May 2006 - May 2009
Bankers Trust September 1995 - September 1999
Kidder Peabody November 1993 - January 1995
Skills
Account Reconciliation, Financial Reporting, Auditing, Ad Hoc Reporting, Data Analysis, Accounting, Variance Analysis, Data Management, PDMA, HIPAA, Pharma, Customer Service, Process Improvement, Sample Management, Finance, Microsoft Office, Pharmaceutical Industry, Leadership
Education
City University of New York-College of Staten Island 1986 — 1991
Bachelor of Science (BS), Business Administration and Management
Annmarie Breen's Bankers Trust Experience 1994 - 2001
Job IT Infrastructure Mgmt
Industry Financial Services
Experience
Credit Suisse March 2011 - August 2012
Credit Suisse March 2011 - July 2012
UBS 2007 - 2011
Deutsche Bank 1994 - 2005
Bankers Trust 1994 - 2001
Smith Barney 1985 - 1994
Skills
Vendor Management
Education
Hunter College
Bachelor's degree, French Language and Literature
Credit Suisse March 2011 - August 2012
Credit Suisse March 2011 - July 2012
UBS 2007 - 2011
Deutsche Bank 1994 - 2005
Bankers Trust 1994 - 2001
Smith Barney 1985 - 1994
Skills
Vendor Management
Education
Hunter College
Bachelor's degree, French Language and Literature
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation