Bankers Trust
Industry: Bank
DescriptionBankers Trust was a historic American banking organization. The bank merged with Alex. Brown & Sons before being acquired by Deutsche Bank in 1999. Headquarters: New York City, New York, United States Successor: Deutsche Bank Founder: Henry Pomeroy Davison Founded: 1903
Bankers Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bankers Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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1,851 Bankers Trust employees in database. Find out everything there's to know about Bankers Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bankers Trust Employees
Employee
Years
Job
Industry
Jason Griffith Jason Griffith's Bankers Trust Experience 1994 - 1997
Job Senior Consultant at Tiger Bay Advisors, LLC
Industry Financial Services
Experience
Tiger Bay Advisors, LLC October 2014 - Present
Sanford C. Bernstein 2012 - 2013
Jefferies & Company 2006 - 2012
Société Générale 2005 - February 2006
Bank of America Merrill Lynch 1998 - 2005
Bear Stearns Investment Bank 1997 - 1998
Bankers Trust 1994 - 1997
Kidder Peabody 1992 - 1994
Skills
Equities, Trading, Hedge Funds, Capital Markets, Securities, Derivatives, Fixed Income, Series 7, Electronic Trading, Financial Services, Structured Products, Equity Trading, Bloomberg, Alternative Investments, Options, Investment Banking
Education
Columbia University in the City of New York 1988 — 1992
Bachelor of Arts (B.A.), Economics
Tiger Bay Advisors, LLC October 2014 - Present
Sanford C. Bernstein 2012 - 2013
Jefferies & Company 2006 - 2012
Société Générale 2005 - February 2006
Bank of America Merrill Lynch 1998 - 2005
Bear Stearns Investment Bank 1997 - 1998
Bankers Trust 1994 - 1997
Kidder Peabody 1992 - 1994
Skills
Equities, Trading, Hedge Funds, Capital Markets, Securities, Derivatives, Fixed Income, Series 7, Electronic Trading, Financial Services, Structured Products, Equity Trading, Bloomberg, Alternative Investments, Options, Investment Banking
Education
Columbia University in the City of New York 1988 — 1992
Bachelor of Arts (B.A.), Economics
JOHN GRIFFIN JOHN GRIFFIN's Bankers Trust Experience 1993 - 1997
Job Chief Financial Officer at Cantor Real Estate LP/Resolution Recovery Partners Manager
Industry Financial Services
Experience
Cantor Real Estate LP/Resolution Recovery Partners Manager August 2014 - Present
Ranieri Real Estate Partners May 2012 - August 2014
Citigroup August 2011 - January 2012
Deutsche Bank August 1999 - February 2011
Deutsche Bank 1997 - 1999
Bankers Trust 1993 - 1997
U.S. Department of Treasury - Office of Thrift Supervision 1988 - 1993
Merrill Lynch 1985 - 1988
EF Hutton 1983 - 1985
National Westminster Bank-USA 1979 - 1983
Skills
Credit Risk, Basel II, Middle Office, Operational Risk, Market Risk, FINRA License 28-FinOps, FINRA, Product Development, Risk Management, Capital Markets, Governance, Investment Banking, Due Diligence, Financial Risk, Financial Markets, Corporate Finance, Valuation, Mergers & Acquisitions, Finance, Analysis, Equities, Structured Finance, Derivatives, Fixed Income, Banking, Investments, Securities, Financial Services, Credit
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
Certificate, Management & Leadership
Cornell University 1975 — 1979
B.S., Economics
Baldwin Senior High School 1972 — 1975
High School Diploma, General Studies
Cantor Real Estate LP/Resolution Recovery Partners Manager August 2014 - Present
Ranieri Real Estate Partners May 2012 - August 2014
Citigroup August 2011 - January 2012
Deutsche Bank August 1999 - February 2011
Deutsche Bank 1997 - 1999
Bankers Trust 1993 - 1997
U.S. Department of Treasury - Office of Thrift Supervision 1988 - 1993
Merrill Lynch 1985 - 1988
EF Hutton 1983 - 1985
National Westminster Bank-USA 1979 - 1983
Skills
Credit Risk, Basel II, Middle Office, Operational Risk, Market Risk, FINRA License 28-FinOps, FINRA, Product Development, Risk Management, Capital Markets, Governance, Investment Banking, Due Diligence, Financial Risk, Financial Markets, Corporate Finance, Valuation, Mergers & Acquisitions, Finance, Analysis, Equities, Structured Finance, Derivatives, Fixed Income, Banking, Investments, Securities, Financial Services, Credit
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
Certificate, Management & Leadership
Cornell University 1975 — 1979
B.S., Economics
Baldwin Senior High School 1972 — 1975
High School Diploma, General Studies
Nancy Minervini, PHR, CEBS Nancy Minervini, PHR, CEBS's Bankers Trust Experience April 1988 - June 1996
Job Tax Associate at H&R Block
Industry Insurance
Experience
H&R Block October 2014 - Present
WellCare March 2011 - June 2014
Telargo 2007 - 2008
Marsh & McLennan Companies, Inc. October 2004 - July 2006
Merrill Lynch May 2004 - August 2005
Bankers Trust April 1988 - June 1996
Merrill Lynch May 1986 - September 1988
Skills
PHR Professional Human..., CEBS: Certified..., Recruiting, Process Improvement, Training, Customer Service, College Recruiting, Employee Relations, Onboarding, Employee Benefits, Human Resources, Project Management, Contract Negotiation, Change Management, Management, HRIS, Performance Management, Strategic Planning, Leadership
Education
Cornell University 2001 — 2002
Certificate, Human Resources Management/Personnel Administration, General
Rider University 1981 — 1985
Bachelor of Science (B.Sc.), Labor & industrial Relations
Oak Knoll High School 1979 — 1981
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Wardlaw Hartridge
H&R Block October 2014 - Present
WellCare March 2011 - June 2014
Telargo 2007 - 2008
Marsh & McLennan Companies, Inc. October 2004 - July 2006
Merrill Lynch May 2004 - August 2005
Bankers Trust April 1988 - June 1996
Merrill Lynch May 1986 - September 1988
Skills
PHR Professional Human..., CEBS: Certified..., Recruiting, Process Improvement, Training, Customer Service, College Recruiting, Employee Relations, Onboarding, Employee Benefits, Human Resources, Project Management, Contract Negotiation, Change Management, Management, HRIS, Performance Management, Strategic Planning, Leadership
Education
Cornell University 2001 — 2002
Certificate, Human Resources Management/Personnel Administration, General
Rider University 1981 — 1985
Bachelor of Science (B.Sc.), Labor & industrial Relations
Oak Knoll High School 1979 — 1981
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Wardlaw Hartridge
Nunzio Solimene Nunzio Solimene's Bankers Trust Experience June 1992 - July 1996
Job Independent Trader
Industry Investment Management
Experience
Nunzio W. Solimene September 2010 - Present
Mizuho Securities USA Inc. July 1996 - September 2010
Bankers Trust June 1992 - July 1996
Skills
Trading, Derivatives, Interest Rates, Fixed Income, Bonds, Equities, Foreign Exchange, Futures, Options, Swaps, Swaptions, Volatility, Relative Value, Arbitrage, Global Macro, Trading Strategies, Hedge Funds, Franchise Building, Risk Management, Trading Platforms, Sales Management, Client Relationship..., Option Software, Economics, Alternative Investments, Technical Analysis, Proprietary Trading
Education
DePaul University 1994 — 1997
M.B.A, Finance, With Distinction
DePaul University
Bachelor of Science (B.S.), Finance and Financial Management Services
Nunzio W. Solimene September 2010 - Present
Mizuho Securities USA Inc. July 1996 - September 2010
Bankers Trust June 1992 - July 1996
Skills
Trading, Derivatives, Interest Rates, Fixed Income, Bonds, Equities, Foreign Exchange, Futures, Options, Swaps, Swaptions, Volatility, Relative Value, Arbitrage, Global Macro, Trading Strategies, Hedge Funds, Franchise Building, Risk Management, Trading Platforms, Sales Management, Client Relationship..., Option Software, Economics, Alternative Investments, Technical Analysis, Proprietary Trading
Education
DePaul University 1994 — 1997
M.B.A, Finance, With Distinction
DePaul University
Bachelor of Science (B.S.), Finance and Financial Management Services
Erma Mujic's Bankers Trust Experience April 2010 - January 2011
Job Community Engagement Consultant at Iowa College Student Aid Commission
Industry Higher Education
Experience
Iowa College Student Aid Commission September 2014 - Present
Iowa College Student Aid Commission January 2011 - June 2014
Bankers Trust April 2010 - January 2011
Office of the Governor, State of Iowa August 2010 - December 2010
Bankers Trust August 2007 - April 2010
Skills
Community Outreach, Higher Education, Public Speaking, Career Counseling, Grants, Event Planning, Presentations, Student Financial Aid, Training, Program Management, Workshop Facilitation, Student Engagement, Banking, Data Collection, Program Development, Bilingual, Microsoft Office, Public Policy, State Government, Program Evaluation, Student Counseling, Staff Development, Customer Service
Education
Drake University 2012 — 2013
Master of Public Administration (MPA), Non-Profit/Public/Organizational Management
Drake University 2008 — 2010
Bachelor of Arts (B.A.), Law, Politics and Society
Iowa College Student Aid Commission September 2014 - Present
Iowa College Student Aid Commission January 2011 - June 2014
Bankers Trust April 2010 - January 2011
Office of the Governor, State of Iowa August 2010 - December 2010
Bankers Trust August 2007 - April 2010
Skills
Community Outreach, Higher Education, Public Speaking, Career Counseling, Grants, Event Planning, Presentations, Student Financial Aid, Training, Program Management, Workshop Facilitation, Student Engagement, Banking, Data Collection, Program Development, Bilingual, Microsoft Office, Public Policy, State Government, Program Evaluation, Student Counseling, Staff Development, Customer Service
Education
Drake University 2012 — 2013
Master of Public Administration (MPA), Non-Profit/Public/Organizational Management
Drake University 2008 — 2010
Bachelor of Arts (B.A.), Law, Politics and Society
Sherri Finney Sherri Finney's Bankers Trust Experience January 1998 - September 2008
Job Private Banker at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank October 2008 - Present
Bankers Trust January 1998 - September 2008
Education
Dana College 1984 — 1988
Bachelor of Science (BS), Business/Economics
Wells Fargo Bank October 2008 - Present
Bankers Trust January 1998 - September 2008
Education
Dana College 1984 — 1988
Bachelor of Science (BS), Business/Economics
Ivan Schnathorst Ivan Schnathorst's Bankers Trust Experience January 2001 - Present
Job Network Administrator at Bankers Trust
Industry Financial Services
Experience
Bankers Trust January 2001 - Present
Bankers Trust March 1996 - January 2001
Bankers Trust January 1989 - March 1996
Skills
Windows Server, Windows, Cisco Call Manager, VMware, Active Directory, Desktop Computers, Data Center, ATM networks
Education
Des Moines Area Community College 1985 — 1987
Criminal Justice/Police Science
Spindustry
Microsoft System Center 2012
Bankers Trust January 2001 - Present
Bankers Trust March 1996 - January 2001
Bankers Trust January 1989 - March 1996
Skills
Windows Server, Windows, Cisco Call Manager, VMware, Active Directory, Desktop Computers, Data Center, ATM networks
Education
Des Moines Area Community College 1985 — 1987
Criminal Justice/Police Science
Spindustry
Microsoft System Center 2012
Marilyn Hamlett Marilyn Hamlett's Bankers Trust Experience April 1982 - August 1989
Job Finance/Accounting Professional
Industry Package/Freight Delivery
Experience
KBG Logistics November 2014 - Present
TRINITY LOGISTICS USA INC March 2012 - August 2014
IDS USA (formerly AGI Logistics) March 2006 - March 2010
Meridian IQ (formerly GPS Logistics) December 2002 - December 2005
Merrill Lynch March 1999 - February 2002
Bankers Trust April 1982 - August 1989
Skills
Early Childhood..., Curriculum Development, Curriculum Design, Bookkeeping, Account Reconciliation, Accounting, ADP Payroll, General Ledger, Accounts Payable, Accounts Receivable, International Agent..., Bank Reconciliation
Education
CUNY York College
Bachelor of Science (B.S.), Business Administration and Management, General
KBG Logistics November 2014 - Present
TRINITY LOGISTICS USA INC March 2012 - August 2014
IDS USA (formerly AGI Logistics) March 2006 - March 2010
Meridian IQ (formerly GPS Logistics) December 2002 - December 2005
Merrill Lynch March 1999 - February 2002
Bankers Trust April 1982 - August 1989
Skills
Early Childhood..., Curriculum Development, Curriculum Design, Bookkeeping, Account Reconciliation, Accounting, ADP Payroll, General Ledger, Accounts Payable, Accounts Receivable, International Agent..., Bank Reconciliation
Education
CUNY York College
Bachelor of Science (B.S.), Business Administration and Management, General
Janis Hovland Janis Hovland's Bankers Trust Experience April 2000 - July 2001
Job Biller at Superior Cartage
Industry Accounting
Experience
Superior Cartage August 2013 - Present
Youth & Shelter Services November 2011 - March 2013
Taher, Inc. August 2011 - May 2012
Youth and Shelter Services December 2007 - February 2011
Sodexo July 2001 - December 2007
Bankers Trust April 2000 - July 2001
USPS September 1994 - February 2000
Skills
Access, Microsoft Excel, Training, Data Entry, Invoicing, Payroll, Accounts Receivable, Microsoft Office, Accounting, PowerPoint, Human Resources, Microsoft Word, Customer Service, Outlook, Cash Flow, Social Media, Project Management, Accounts Payable
Education
Des Moines Area Community College 2006 — 2008
AA, Liberal Arts
Des Moines Area Community College 1998 — 2002
AS, Accounting Information Systems
Superior Cartage August 2013 - Present
Youth & Shelter Services November 2011 - March 2013
Taher, Inc. August 2011 - May 2012
Youth and Shelter Services December 2007 - February 2011
Sodexo July 2001 - December 2007
Bankers Trust April 2000 - July 2001
USPS September 1994 - February 2000
Skills
Access, Microsoft Excel, Training, Data Entry, Invoicing, Payroll, Accounts Receivable, Microsoft Office, Accounting, PowerPoint, Human Resources, Microsoft Word, Customer Service, Outlook, Cash Flow, Social Media, Project Management, Accounts Payable
Education
Des Moines Area Community College 2006 — 2008
AA, Liberal Arts
Des Moines Area Community College 1998 — 2002
AS, Accounting Information Systems
LeAnn Holmes LeAnn Holmes's Bankers Trust Experience April 2003 - Present
Job AVP & Trust Accounting Officer at Bankers Trust
Industry Financial Services
Experience
Bankers Trust April 2003 - Present
Skills
Credit, Financial Analysis
Education
Des Moines Area Community College
Grandview University
Bankers Trust April 2003 - Present
Skills
Credit, Financial Analysis
Education
Des Moines Area Community College
Grandview University
Hugh Cullman Hugh Cullman's Bankers Trust Experience June 1988 - December 1999
Job Experienced Early Stage Investor
Industry Venture Capital & Private Equity
Experience
ITJVentures December 2007 - Present
Storyvine January 2014 - Present
Viddler 2007 - Present
eDataSource 2008 - Present
Greenhill SAVP 2004 - 2007
Spencer Trask January 2000 - January 2003
Bankers Trust June 1988 - December 1999
Skills
Corporate Development, Business Development, Investments, Private Equity, Entrepreneurship, Venture Capital, Joint Ventures, Start-ups, Strategic Partnerships, Strategic Planning, Management, Strategy, Executive Management, E-commerce, Mergers & Acquisitions, Due Diligence, Business Strategy, Angel Investing, SaaS, Analytics, Competitive Analysis, Product Management
Education
Harvard Business School 1980 — 1982
MBA
Stanford University 1974 — 1978
Bachelor of Arts (B.A.), Economics
Deerfield Academy 1970 — 1974
ITJVentures December 2007 - Present
Storyvine January 2014 - Present
Viddler 2007 - Present
eDataSource 2008 - Present
Greenhill SAVP 2004 - 2007
Spencer Trask January 2000 - January 2003
Bankers Trust June 1988 - December 1999
Skills
Corporate Development, Business Development, Investments, Private Equity, Entrepreneurship, Venture Capital, Joint Ventures, Start-ups, Strategic Partnerships, Strategic Planning, Management, Strategy, Executive Management, E-commerce, Mergers & Acquisitions, Due Diligence, Business Strategy, Angel Investing, SaaS, Analytics, Competitive Analysis, Product Management
Education
Harvard Business School 1980 — 1982
MBA
Stanford University 1974 — 1978
Bachelor of Arts (B.A.), Economics
Deerfield Academy 1970 — 1974
Atul Sethi Atul Sethi's Bankers Trust Experience 1997 - 1999
Job
Industry Financial Services
Experience
ORIX November 2009 - Present
Bank of America April 2002 - June 2009
Measurisk 1999 - 2002
Bankers Trust 1997 - 1999
Education
Columbia University in the City of New York 1998 — 2000
M.A.
The College of Wooster 1993 — 1997
B.A.
La Martiniere
ORIX November 2009 - Present
Bank of America April 2002 - June 2009
Measurisk 1999 - 2002
Bankers Trust 1997 - 1999
Education
Columbia University in the City of New York 1998 — 2000
M.A.
The College of Wooster 1993 — 1997
B.A.
La Martiniere
Jonathan Brendemuehl Jonathan Brendemuehl's Bankers Trust Experience August 2013 - Present
Job Corporate Communications Manager at Bankers Trust
Industry Banking
Experience
Bankers Trust August 2013 - Present
Bankers Trust May 2011 - August 2013
Drake University August 2008 - May 2011
Skills
Event Planning, Marketing Communications, Public Relations, Social Media, Social Media Marketing, Event Management, Fundraising, Marketing, Email Marketing, Social Networking, Advertising, Integrated Marketing, Public Speaking, Marketing Strategy, PowerPoint, Non-profits, Press Releases, Microsoft Office, Strategic Planning, Customer Service, Media Relations, Copywriting, Nonprofits, Facebook
Education
Drake University 2008 — 2010
Masters of Public Administration, Executive Development
Drake University 2004 — 2008
BA in Journalism and Mass Communications, Public Relations
Bankers Trust August 2013 - Present
Bankers Trust May 2011 - August 2013
Drake University August 2008 - May 2011
Skills
Event Planning, Marketing Communications, Public Relations, Social Media, Social Media Marketing, Event Management, Fundraising, Marketing, Email Marketing, Social Networking, Advertising, Integrated Marketing, Public Speaking, Marketing Strategy, PowerPoint, Non-profits, Press Releases, Microsoft Office, Strategic Planning, Customer Service, Media Relations, Copywriting, Nonprofits, Facebook
Education
Drake University 2008 — 2010
Masters of Public Administration, Executive Development
Drake University 2004 — 2008
BA in Journalism and Mass Communications, Public Relations
Robert J. Boardman, CAMS, CRCM, MBA Robert J. Boardman, CAMS, CRCM, MBA's Bankers Trust Experience July 2014 - Present
Job Vice President, Lending Compliance Supervisor
Industry Banking
Experience
Bankers Trust July 2014 - Present
Clifton Larson Allen LLP June 2009 - June 2014
Federal Deposit Insurance Corporation July 1983 - June 2008
Skills
Risk Management, Tax, Financial Institutions, Certified Fraud Examiner, Financial Analysis, Banking, Enterprise Risk..., Financial Risk, Fraud, Internal Audit, Auditing, CISA, Internal Controls, Financial Reporting, IT Audit, Accounting, Financial Modeling, Sarbanes-Oxley Act, CPA, Financial Statement...
Education
University of Nebraska at Omaha 1980 — 1981
MBA, Business Administration
Concordia University-Seward 1978 — 1979
BA, Sociology
University of Nebraska-Lincoln 1975 — 1978
BS, Business Administration
Bankers Trust July 2014 - Present
Clifton Larson Allen LLP June 2009 - June 2014
Federal Deposit Insurance Corporation July 1983 - June 2008
Skills
Risk Management, Tax, Financial Institutions, Certified Fraud Examiner, Financial Analysis, Banking, Enterprise Risk..., Financial Risk, Fraud, Internal Audit, Auditing, CISA, Internal Controls, Financial Reporting, IT Audit, Accounting, Financial Modeling, Sarbanes-Oxley Act, CPA, Financial Statement...
Education
University of Nebraska at Omaha 1980 — 1981
MBA, Business Administration
Concordia University-Seward 1978 — 1979
BA, Sociology
University of Nebraska-Lincoln 1975 — 1978
BS, Business Administration
Hans L. Christensen Hans L. Christensen's Bankers Trust Experience 1979 - 1981
Job
Industry Investment Management
Experience
MJX Asset Management 2003 - Present
A New Beginning January 2007 - Present
Regis College June 2013 - Present
The Army War College Foundation, Inc. September 2015 - Present
Christ Church United Methodist Church January 2013 - February 2015
Barclays Capital 2001 - 2003
Citibank 1981 - 2001
Bankers Trust 1979 - 1981
Harris Bank 1976 - 1979
Skills
Asset Managment, Structured Products, Bonds, Bloomberg, Investments, CDO, Fixed Income, Loans, Alternative Investments, Capital Markets, Hedge Funds, Credit, Leveraged Finance, Equities
Education
DePaul University 1978 — 1980
MBA
Indiana University-Purdue University at Fort Wayne 1973 — 1976
BS
Elgin Community College 1972 — 1973
MJX Asset Management 2003 - Present
A New Beginning January 2007 - Present
Regis College June 2013 - Present
The Army War College Foundation, Inc. September 2015 - Present
Christ Church United Methodist Church January 2013 - February 2015
Barclays Capital 2001 - 2003
Citibank 1981 - 2001
Bankers Trust 1979 - 1981
Harris Bank 1976 - 1979
Skills
Asset Managment, Structured Products, Bonds, Bloomberg, Investments, CDO, Fixed Income, Loans, Alternative Investments, Capital Markets, Hedge Funds, Credit, Leveraged Finance, Equities
Education
DePaul University 1978 — 1980
MBA
Indiana University-Purdue University at Fort Wayne 1973 — 1976
BS
Elgin Community College 1972 — 1973
Susan Marki, CFA,CFP,CDFA Susan Marki, CFA,CFP,CDFA's Bankers Trust Experience February 1993 - June 1999
Job Owner, Marki Financial Services, LLC
Industry Financial Services
Experience
Marki Financial Services, LLC January 2011 - Present
Art Center College of Design January 2014 - December 2014
The Derivative Research Group, LLC January 1999 - January 2006
Bankers Trust February 1993 - June 1999
Credit Suisse February 1991 - December 1992
Citibank January 1984 - February 1991
Skills
Investment Advisory, Financial Planning, Accounting, Investments, Retirement Planning, Asset Management, Personal Finance, Asset Allocation, Wealth Management, Portfolio Management
Education
Dartmouth College 1978 — 1982
BA, Economics
Marki Financial Services, LLC January 2011 - Present
Art Center College of Design January 2014 - December 2014
The Derivative Research Group, LLC January 1999 - January 2006
Bankers Trust February 1993 - June 1999
Credit Suisse February 1991 - December 1992
Citibank January 1984 - February 1991
Skills
Investment Advisory, Financial Planning, Accounting, Investments, Retirement Planning, Asset Management, Personal Finance, Asset Allocation, Wealth Management, Portfolio Management
Education
Dartmouth College 1978 — 1982
BA, Economics
Terrance Campbell Terrance Campbell's Bankers Trust Experience January 1999 - January 1999
Job Director of Talent Acquisition at AUSL (Academy for Urban School Leadership)
Industry Insurance
Experience
AUSL (Academy for Urban School Leadership) July 2015 - Present
CNA Insurance January 2014 - Present
CNA Insurance January 2014 - July 2015
Nationwide Insurance January 2006 - February 2014
Chicago Public Schools May 2005 - November 2006
Iowa State University January 2001 - January 2005
City of Ames, IA January 2002 - April 2002
Bankers Trust January 1999 - January 1999
Skills
Hiring, Employee Relations, Microsoft Office, Research, Lotus Notes, College Recruiting, Sales Recruitment, Recruitment Advertising, Diversity Recruitment, Diversity, Talent Selection, Talent Acquisition, Leadership, Training
Education
DePaul University 2008 — 2008
Certificate, Human Resource Management
Iowa State University 1996 — 2002
Master of Public Administration, Public Administration
Iowa State University 1996 — 2002
Bachelor of Science, Public Service & Administration; Agriculture; Human Resource
Chinese Academy of Agricultural Sciences 1998 — 1998
Master of Public Administration (MPA)
Chicago High School for Agricultural Sciences 1992 — 1996
High School Diploma, Agriculture Endorsement
AUSL (Academy for Urban School Leadership) July 2015 - Present
CNA Insurance January 2014 - Present
CNA Insurance January 2014 - July 2015
Nationwide Insurance January 2006 - February 2014
Chicago Public Schools May 2005 - November 2006
Iowa State University January 2001 - January 2005
City of Ames, IA January 2002 - April 2002
Bankers Trust January 1999 - January 1999
Skills
Hiring, Employee Relations, Microsoft Office, Research, Lotus Notes, College Recruiting, Sales Recruitment, Recruitment Advertising, Diversity Recruitment, Diversity, Talent Selection, Talent Acquisition, Leadership, Training
Education
DePaul University 2008 — 2008
Certificate, Human Resource Management
Iowa State University 1996 — 2002
Master of Public Administration, Public Administration
Iowa State University 1996 — 2002
Bachelor of Science, Public Service & Administration; Agriculture; Human Resource
Chinese Academy of Agricultural Sciences 1998 — 1998
Master of Public Administration (MPA)
Chicago High School for Agricultural Sciences 1992 — 1996
High School Diploma, Agriculture Endorsement
Jennifer Rhuppiah, Esq. Jennifer Rhuppiah, Esq.'s Bankers Trust Experience August 2008 - March 2013
Job International/ Global Business Development, State of Iowa
Industry International Trade and Development
Experience
Iowa Economic Development Authority June 2015 - Present
Life Care Services March 2013 - June 2015
Greater Des Moines Leadership Institute 2013 - 2014
Bankers Trust August 2008 - March 2013
Whitfield & Eddy, P.L.C. May 2006 - January 2008
JPMorgan Chase September 2003 - December 2004
Skills
Creative Problem Solving, Decision making and..., Tolerant and flexible, Banking, Vendor Management, Critical Thinking, Training, Software Documentation, Corporate Law, Due Diligence, Management, Policy, Auditing, Finance, CRM, Corporate Governance, Risk Management, Contract Negotiation, Legal Research, Leadership, Financial Services, Public Speaking
Education
Drake University Law School 2005 — 2008
JD, Law, Corporate, Banking
Lake Forest College 1999 — 2003
BA, Business
Iowa Economic Development Authority June 2015 - Present
Life Care Services March 2013 - June 2015
Greater Des Moines Leadership Institute 2013 - 2014
Bankers Trust August 2008 - March 2013
Whitfield & Eddy, P.L.C. May 2006 - January 2008
JPMorgan Chase September 2003 - December 2004
Skills
Creative Problem Solving, Decision making and..., Tolerant and flexible, Banking, Vendor Management, Critical Thinking, Training, Software Documentation, Corporate Law, Due Diligence, Management, Policy, Auditing, Finance, CRM, Corporate Governance, Risk Management, Contract Negotiation, Legal Research, Leadership, Financial Services, Public Speaking
Education
Drake University Law School 2005 — 2008
JD, Law, Corporate, Banking
Lake Forest College 1999 — 2003
BA, Business
Tika Brewer Tika Brewer's Bankers Trust Experience January 1993 - January 2001
Job Owner, Tika B. Interior Design
Industry Design
Experience
Tika B. Interior Design May 2007 - Present
Bankers Trust January 1993 - January 2001
Skills
Furniture, Furnishings, Interior Design, Space-planning, Space planning, Custom Furniture, Interior Architecture, Residential Design, Home Staging, Floor Plans, Window Treatments, FF&E, Draperies, Commercial Design, Kitchen & Bath Design
Education
New York School of Interior Design 2002 — 2007
Basic degree in Interior Design, Interior Design
Connecticut College 1988 — 1992
BA, French
Tika B. Interior Design May 2007 - Present
Bankers Trust January 1993 - January 2001
Skills
Furniture, Furnishings, Interior Design, Space-planning, Space planning, Custom Furniture, Interior Architecture, Residential Design, Home Staging, Floor Plans, Window Treatments, FF&E, Draperies, Commercial Design, Kitchen & Bath Design
Education
New York School of Interior Design 2002 — 2007
Basic degree in Interior Design, Interior Design
Connecticut College 1988 — 1992
BA, French
Lu Anne Gafford's Bankers Trust Experience November 1989 - Present
Job Vice President/Consumer Services Manager at Bankers Trust
Industry Banking
Experience
Bankers Trust November 1989 - Present
West Des Moines Chamber of Commerce 2009 - 2012
Des Moines Christian Athletic Booster Club 2008 - 2012
BNI 2007 - 2012
Clive Chamber of Commerce 2006 - 2012
Grimes Chamber & Economic Development 1997 - 2006
Skills
Banking, Investments, Customer Service, Loans, Credit, Asset Managment, Marketing, Mortgage Banking, Mortgage Lending, Commercial Lending, Budgets, Wealth Management
Education
West Des Moines Leadership Academy 2011 — 2012
University of Phoenix 2008 — 2010
Associates, Finance
Des Moines Area Community College 1982 — 1984
diploma, Developmental Disabilities
Bankers Trust November 1989 - Present
West Des Moines Chamber of Commerce 2009 - 2012
Des Moines Christian Athletic Booster Club 2008 - 2012
BNI 2007 - 2012
Clive Chamber of Commerce 2006 - 2012
Grimes Chamber & Economic Development 1997 - 2006
Skills
Banking, Investments, Customer Service, Loans, Credit, Asset Managment, Marketing, Mortgage Banking, Mortgage Lending, Commercial Lending, Budgets, Wealth Management
Education
West Des Moines Leadership Academy 2011 — 2012
University of Phoenix 2008 — 2010
Associates, Finance
Des Moines Area Community College 1982 — 1984
diploma, Developmental Disabilities
Igor Tsukerman Igor Tsukerman's Bankers Trust Experience June 1997 - June 1998
Job President & Chief Investment Officer at Passed Pawn Advisors LLC
Industry Financial Services
Experience
Passed Pawn Capital LP September 2012 - Present
Passed Pawn Advisors LLC September 2012 - Present
Bank of America February 2010 - June 2012
Bank of America / Merrill Lynch March 2005 - February 2010
JPMorgan Chase April 2002 - March 2005
Servmax June 2001 - April 2002
Kozmo.com August 2000 - April 2001
Bear Stearns June 1998 - July 2000
Bankers Trust June 1997 - June 1998
SIAC June 1996 - January 1997
Skills
Fixed Income, Options, Trading Systems, Trading, Portfolio Management, Bonds, Capital Markets, ETFs, Emerging Markets, Equity Derivatives, Financial Modeling, Alternative Investments, Hedge Funds, Investments, Investment Advisory, Mutual Funds, FinTech, Long/Short Equity, Interest Rate..., Credit Derivatives, VBA, Business Development, Project Management, FX Options, Bloomberg, Retirement Planning, Equities, Structured Products, Trading Strategies, Quantitative Analytics, Closed-end Funds, Electronic Trading, Risk Management, Microsoft Excel, Market Risk, Proprietary Trading, Convertible Bonds, C++, C#, Analytics, Entrepreneurship, Risk Arbitrage, Quantitative Finance, Financial Analysis, Technology Management, Technical Analysis, System Architecture, Database Design, Python, Web Development
Education
The Polytechnic Institute of New York University 2004 — 2006
MS
Cornell University 1992 — 1997
BA
Edward R. Murrow HS 1990 — 1992
Passed Pawn Capital LP September 2012 - Present
Passed Pawn Advisors LLC September 2012 - Present
Bank of America February 2010 - June 2012
Bank of America / Merrill Lynch March 2005 - February 2010
JPMorgan Chase April 2002 - March 2005
Servmax June 2001 - April 2002
Kozmo.com August 2000 - April 2001
Bear Stearns June 1998 - July 2000
Bankers Trust June 1997 - June 1998
SIAC June 1996 - January 1997
Skills
Fixed Income, Options, Trading Systems, Trading, Portfolio Management, Bonds, Capital Markets, ETFs, Emerging Markets, Equity Derivatives, Financial Modeling, Alternative Investments, Hedge Funds, Investments, Investment Advisory, Mutual Funds, FinTech, Long/Short Equity, Interest Rate..., Credit Derivatives, VBA, Business Development, Project Management, FX Options, Bloomberg, Retirement Planning, Equities, Structured Products, Trading Strategies, Quantitative Analytics, Closed-end Funds, Electronic Trading, Risk Management, Microsoft Excel, Market Risk, Proprietary Trading, Convertible Bonds, C++, C#, Analytics, Entrepreneurship, Risk Arbitrage, Quantitative Finance, Financial Analysis, Technology Management, Technical Analysis, System Architecture, Database Design, Python, Web Development
Education
The Polytechnic Institute of New York University 2004 — 2006
MS
Cornell University 1992 — 1997
BA
Edward R. Murrow HS 1990 — 1992
Charlie Minton's Bankers Trust Experience March 1991 - April 2002
Job Managing Director, Desk Head / Senior Trader, XVA Desk
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2007 - Present
Caxton Associates February 2003 - August 2007
Bankers Trust March 1991 - April 2002
Skills
Trading Systems, Risk Management, Programming, Quantitative Analytics, Derivatives, Equities, Swaps, Portfolio Management, Commodity, Fixed Income, Options, Trading, Structured Products, Financial Markets, Hedge Funds, Alternative Investments, Capital Markets
Education
Cornell University 1979 — 1983
Mathematics and Computer Science
Bank of America Merrill Lynch August 2007 - Present
Caxton Associates February 2003 - August 2007
Bankers Trust March 1991 - April 2002
Skills
Trading Systems, Risk Management, Programming, Quantitative Analytics, Derivatives, Equities, Swaps, Portfolio Management, Commodity, Fixed Income, Options, Trading, Structured Products, Financial Markets, Hedge Funds, Alternative Investments, Capital Markets
Education
Cornell University 1979 — 1983
Mathematics and Computer Science
Debra Patterson Debra Patterson's Bankers Trust Experience July 2008 - Present
Job V.P./Mortgage Loan Consultant at Bankers Trust
Industry Banking
Experience
Bankers Trust July 2008 - Present
City State Bank October 2005 - July 2008
Great Western Bank October 2004 - October 2005
Skills
Refinance, Mortgage Lending, Mortgage Banking, Loan Origination, FHA, Loans, Credit, Relocation, FHA financing, Residential Homes, Customer Service, Sales Management, Sales, Insurance, Small Business, Residential Mortgages, Negotiation, Customer Retention, Leadership, Real Estate, VA loans, Commercial Lending, Construction Loans, Investments, Banking, Small Business Lending, Underwriting, Consumer Lending, Investment Properties, Finance, First Time Home Buyers, Credit Analysis, USDA, Government Loans, Cross Selling, Commercial Banking, Portfolio Management, Asset Management, Credit Risk, Financial Services, Relationship Management, Wealth Management, Reverse Mortgages, Foreclosures, Certified Mortgage..., Risk Management, Financial Analysis, FHA Financing
Education
Des Moines Area Community College
Iowa State University
Communication, Journalism, and Related Programs
Bankers Trust July 2008 - Present
City State Bank October 2005 - July 2008
Great Western Bank October 2004 - October 2005
Skills
Refinance, Mortgage Lending, Mortgage Banking, Loan Origination, FHA, Loans, Credit, Relocation, FHA financing, Residential Homes, Customer Service, Sales Management, Sales, Insurance, Small Business, Residential Mortgages, Negotiation, Customer Retention, Leadership, Real Estate, VA loans, Commercial Lending, Construction Loans, Investments, Banking, Small Business Lending, Underwriting, Consumer Lending, Investment Properties, Finance, First Time Home Buyers, Credit Analysis, USDA, Government Loans, Cross Selling, Commercial Banking, Portfolio Management, Asset Management, Credit Risk, Financial Services, Relationship Management, Wealth Management, Reverse Mortgages, Foreclosures, Certified Mortgage..., Risk Management, Financial Analysis, FHA Financing
Education
Des Moines Area Community College
Iowa State University
Communication, Journalism, and Related Programs
Manny Hui's Bankers Trust Experience June 1996 - August 1997
Job Wellness/Fitness/Medicine Start Up
Industry Hospital & Health Care
Experience
AHMC HealthCare August 2015 - Present
AHMC HealthCare May 2014 - August 2015
AHMC HealthCare July 2012 - May 2014
BNP Paribas June 2005 - April 2012
Deutsche Bank May 2003 - March 2004
Lehman Brothers, Inc. November 1999 - May 2002
Long-Term Capital Management August 1997 - September 1999
Bankers Trust June 1996 - August 1997
Skills
Credit Derivatives, Fixed Income, VBA, Middle Office, Bonds, Bloomberg, CDS, Equities, Photoshop, Access, SQL, ABS, Capital Markets, Microsoft Excel, Lightroom, LotusScript, Interest Rate Swaps, Visio, Business Objects, Product Control, Series 7, Adobe Illustrator, Derivatives, Investments
Education
Cornell University 1992 — 1996
Bachelor of Science, Operations Research & Industrial Engineering
AHMC HealthCare August 2015 - Present
AHMC HealthCare May 2014 - August 2015
AHMC HealthCare July 2012 - May 2014
BNP Paribas June 2005 - April 2012
Deutsche Bank May 2003 - March 2004
Lehman Brothers, Inc. November 1999 - May 2002
Long-Term Capital Management August 1997 - September 1999
Bankers Trust June 1996 - August 1997
Skills
Credit Derivatives, Fixed Income, VBA, Middle Office, Bonds, Bloomberg, CDS, Equities, Photoshop, Access, SQL, ABS, Capital Markets, Microsoft Excel, Lightroom, LotusScript, Interest Rate Swaps, Visio, Business Objects, Product Control, Series 7, Adobe Illustrator, Derivatives, Investments
Education
Cornell University 1992 — 1996
Bachelor of Science, Operations Research & Industrial Engineering
Tony Pettipiece Tony Pettipiece's Bankers Trust Experience June 1980 - June 1984
Job Director of Sales
Industry Financial Services
Experience
SR Labs April 2015 - Present
TPLLC Consulting February 2011 - Present
Cape City Command September 2011 - April 2015
SR LABS April 2009 - February 2011
UBS June 1996 - November 2008
JP Morgan June 1984 - June 1996
Bankers Trust June 1980 - June 1984
Skills
algorithmic trading, system design, data center, co-lo, Trading Systems, Proprietary Trading, Network Design, Applications, BCP, Disaster Recovery, Operations Management, Marketing Strategy, Business Planning, New Business Development, Communication, Technical Documentation, Project Management, Telco, Low Latency, High Frequency Trading, Equities, Systems Analysis, Acting, RFP, Hardware, corporate strategy, Leadership, Contract Negotiation, IT Operations, Strategic Planning, Auditing, Big Data, Recruiting, Web Design, foreign markets, Trading Floor Design, Data Visualization, Foreign Exchange, Trading, Risk Management, Electronic Trading, Hedge Funds, Business Strategy, Trading System, Operational Risk..., Compliance, Financial Markets, FX trading, Trading Strategies, Business Continuity...
Education
Coláiste Mhuire, Sligo Ireland
DePaul University
Northwestern University - Kellogg School of Management
SR Labs April 2015 - Present
TPLLC Consulting February 2011 - Present
Cape City Command September 2011 - April 2015
SR LABS April 2009 - February 2011
UBS June 1996 - November 2008
JP Morgan June 1984 - June 1996
Bankers Trust June 1980 - June 1984
Skills
algorithmic trading, system design, data center, co-lo, Trading Systems, Proprietary Trading, Network Design, Applications, BCP, Disaster Recovery, Operations Management, Marketing Strategy, Business Planning, New Business Development, Communication, Technical Documentation, Project Management, Telco, Low Latency, High Frequency Trading, Equities, Systems Analysis, Acting, RFP, Hardware, corporate strategy, Leadership, Contract Negotiation, IT Operations, Strategic Planning, Auditing, Big Data, Recruiting, Web Design, foreign markets, Trading Floor Design, Data Visualization, Foreign Exchange, Trading, Risk Management, Electronic Trading, Hedge Funds, Business Strategy, Trading System, Operational Risk..., Compliance, Financial Markets, FX trading, Trading Strategies, Business Continuity...
Education
Coláiste Mhuire, Sligo Ireland
DePaul University
Northwestern University - Kellogg School of Management
Ronald Fiske Ronald Fiske's Bankers Trust Experience 1989 - 1999
Job Managing Director at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management 2010 - Present
Fidelity Investments 2008 - 2010
Pershing 2000 - 2008
Wit SoundView 1999 - 2000
Bankers Trust 1989 - 1999
Citibank 1983 - 1985
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
MBA, Finance/Accounting
Columbia University in the City of New York 1979 — 1983
BA, History
Envestnet Asset Management 2010 - Present
Fidelity Investments 2008 - 2010
Pershing 2000 - 2008
Wit SoundView 1999 - 2000
Bankers Trust 1989 - 1999
Citibank 1983 - 1985
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
MBA, Finance/Accounting
Columbia University in the City of New York 1979 — 1983
BA, History
Chase Ashley Chase Ashley's Bankers Trust Experience 1995 - 1996
Job Associate General Counsel at McGrawHill Education
Industry Legal Services
Experience
McGraw-Hill Education April 2013 - Present
The Receivables Exchange December 2012 - April 2013
The Alpha Cooperative LLC January 2012 - April 2013
GE Capital - Working Capital Solutions 2010 - 2011
Pierpont Securities LLC 2009 - 2010
Merrill Lynch & Co., Inc. 2004 - 2008
Pillsbury Winthrop LLP 2000 - 2004
The Sakura Bank, Ltd. 1996 - 2000
Bankers Trust 1995 - 1996
Bramblebush Software 1993 - 1995
Skills
Corporate Governance, Securities, Capital Markets, Derivatives, Corporate Law, Compliance, Securities Law, Dodd-Frank, Credit Facilities, Investments, Banking, Investment Management, Investment Advisory, Alternative Investments, Hedge Funds, Commercial Lending, Asset Based Lending, Repos, Structured Finance, Financial Structuring, Investment Banking, Uniform Commercial Code, Factoring, Private Placements, Intellectual Property, Securities Regulation
Education
University of California, Berkeley - School of Law 1979 — 1982
JD, Law
Dartmouth College 1975 — 1979
BA, Mathematics and Social Sciences
Darien High School 1971 — 1975
McGraw-Hill Education April 2013 - Present
The Receivables Exchange December 2012 - April 2013
The Alpha Cooperative LLC January 2012 - April 2013
GE Capital - Working Capital Solutions 2010 - 2011
Pierpont Securities LLC 2009 - 2010
Merrill Lynch & Co., Inc. 2004 - 2008
Pillsbury Winthrop LLP 2000 - 2004
The Sakura Bank, Ltd. 1996 - 2000
Bankers Trust 1995 - 1996
Bramblebush Software 1993 - 1995
Skills
Corporate Governance, Securities, Capital Markets, Derivatives, Corporate Law, Compliance, Securities Law, Dodd-Frank, Credit Facilities, Investments, Banking, Investment Management, Investment Advisory, Alternative Investments, Hedge Funds, Commercial Lending, Asset Based Lending, Repos, Structured Finance, Financial Structuring, Investment Banking, Uniform Commercial Code, Factoring, Private Placements, Intellectual Property, Securities Regulation
Education
University of California, Berkeley - School of Law 1979 — 1982
JD, Law
Dartmouth College 1975 — 1979
BA, Mathematics and Social Sciences
Darien High School 1971 — 1975
Mark C. Miller Mark C. Miller's Bankers Trust Experience July 1992 - July 1993
Job International (Latin American) Financial Risk Management
Industry Financial Services
Experience
Mizuho Bank January 2015 - Present
Portigon AG August 2014 - December 2014
CEIS Review Inc. December 2011 - May 2014
HSH Nordbank July 2009 - November 2011
BPD Bank June 2003 - December 2008
BankBoston August 1993 - April 1997
Bankers Trust July 1992 - July 1993
Ministerio de Hacienda July 1991 - July 1992
Skills
Risk Management, Credit Risk, Banking, Financial Analysis, International Business, Microsoft Office, Loan Structuring, Due Diligence, Latin America, International Economics, Structured Finance, Credit Analysis, Economic Research, Underwriting, Counterparty Risk, Debt Restructuring, Trade Finance, Financial Modeling, Country (Sovereign)..., Business Writing, Credit Policies, Commercial Real Estate, Credit, Investments, Portfolio Management, Financial Risk, Fixed Income, Restructuring, Emerging Markets, Financial Structuring, Loans, Capital Markets, Commercial Banking, Finance, Project Finance, Financial Institutions, Investment Banking, Corporate Finance, Commodities, Commercial & Industrial, Staff Management, Financial-statement..., Syndicated Loans, Credit Review, Loan Review, Spanish, International Trade, Loan Restructuring, Collateral Management, Credit Management
Education
Columbia University - School of International and Public Affairs 1989 — 1991
Master of International Affairs, International Finance and Banking
Ohio Wesleyan University
BA, cum laude, Politics & Government, History
Granville High School
Mizuho Bank January 2015 - Present
Portigon AG August 2014 - December 2014
CEIS Review Inc. December 2011 - May 2014
HSH Nordbank July 2009 - November 2011
BPD Bank June 2003 - December 2008
BankBoston August 1993 - April 1997
Bankers Trust July 1992 - July 1993
Ministerio de Hacienda July 1991 - July 1992
Skills
Risk Management, Credit Risk, Banking, Financial Analysis, International Business, Microsoft Office, Loan Structuring, Due Diligence, Latin America, International Economics, Structured Finance, Credit Analysis, Economic Research, Underwriting, Counterparty Risk, Debt Restructuring, Trade Finance, Financial Modeling, Country (Sovereign)..., Business Writing, Credit Policies, Commercial Real Estate, Credit, Investments, Portfolio Management, Financial Risk, Fixed Income, Restructuring, Emerging Markets, Financial Structuring, Loans, Capital Markets, Commercial Banking, Finance, Project Finance, Financial Institutions, Investment Banking, Corporate Finance, Commodities, Commercial & Industrial, Staff Management, Financial-statement..., Syndicated Loans, Credit Review, Loan Review, Spanish, International Trade, Loan Restructuring, Collateral Management, Credit Management
Education
Columbia University - School of International and Public Affairs 1989 — 1991
Master of International Affairs, International Finance and Banking
Ohio Wesleyan University
BA, cum laude, Politics & Government, History
Granville High School
Peter H Jahn Peter H Jahn's Bankers Trust Experience June 1978 - November 1985
Job RJ Fisher Group LLC
Industry Information Technology and Services
Experience
RJ Fisher Group LLC January 2011 - Present
JP Morgan Chase December 2004 - December 2010
Credit Suisse March 1999 - December 2003
J.P. Morgan 1988 - February 1999
Union Bank of Switzerland January 1986 - November 1987
Bankers Trust June 1978 - November 1985
Skills
New Business Development, Business Development, Management, Project Management, Finance, Financial Services, Consulting, Management Consulting, Strategic Planning, Start-ups, Business Analysis, Information Technology, Comparative Market..., Change Management, Real Estate Economics, Web Design, Software Development, Leadership, Strategy, Business Strategy, Process Improvement, Entrepreneurship
Education
Columbia University in the City of New York 1974 — 1978
History, Technology, Project Management, Real Estate Management
RJ Fisher Group LLC January 2011 - Present
JP Morgan Chase December 2004 - December 2010
Credit Suisse March 1999 - December 2003
J.P. Morgan 1988 - February 1999
Union Bank of Switzerland January 1986 - November 1987
Bankers Trust June 1978 - November 1985
Skills
New Business Development, Business Development, Management, Project Management, Finance, Financial Services, Consulting, Management Consulting, Strategic Planning, Start-ups, Business Analysis, Information Technology, Comparative Market..., Change Management, Real Estate Economics, Web Design, Software Development, Leadership, Strategy, Business Strategy, Process Improvement, Entrepreneurship
Education
Columbia University in the City of New York 1974 — 1978
History, Technology, Project Management, Real Estate Management
Sagun poudyal regmi Sagun poudyal regmi's Bankers Trust Experience September 2007 - October 2009
Job interpreter at VNS Desmoines ia
Industry Banking
Experience
VNS Desmoines ia May 2013 - Present
ITS, Inc. March 2010 - Present
Its translations April 2011 - 2011
Terrace Hill June 2010 - August 2010
Bankers Trust September 2007 - October 2009
JC Penney Store October 2004 - November 2006
Dillard's Retail Store September 2000 - November 2002
Skills
Excel, Microsoft Office, PowerPoint, Microsoft Word, Banking, HTML, Customer Service, Loans, Outlook, Microsoft Excel, Public Speaking, English, Proofreading, Analysis, Access, Marketing
Education
Des Moines Area Community College
Associate of Science, Marketing
AIB College of Business
Bachelor of Science, Business Administration
Service Learning
Business Administrartion
VNS Desmoines ia May 2013 - Present
ITS, Inc. March 2010 - Present
Its translations April 2011 - 2011
Terrace Hill June 2010 - August 2010
Bankers Trust September 2007 - October 2009
JC Penney Store October 2004 - November 2006
Dillard's Retail Store September 2000 - November 2002
Skills
Excel, Microsoft Office, PowerPoint, Microsoft Word, Banking, HTML, Customer Service, Loans, Outlook, Microsoft Excel, Public Speaking, English, Proofreading, Analysis, Access, Marketing
Education
Des Moines Area Community College
Associate of Science, Marketing
AIB College of Business
Bachelor of Science, Business Administration
Service Learning
Business Administrartion
Liz Sinatro Liz Sinatro's Bankers Trust Experience 1986 - 1989
Job Real Estate Professional at Coldwell Banker Bain
Industry Real Estate
Experience
Sportstar Relocation April 2010 - Present
Coldwell Banker Bain January 2005 - Present
Bankers Trust 1986 - 1989
Skills
Real Estate, Selling, Listings, Negotiation, Investment Properties, Sellers, Condos, Luxury, Residential Homes, Real Estate Transactions, Single Family Homes, Short Sales, First Time Home Buyers, Buyer Representation, REO, Relocation, Townhomes, Investments, New Home Sales, Property Management, Investors, Referrals, Buyers, Foreclosures
Education
Cornell University 1979 — 1983
Bachelor of Science (BS), School of Hotel Administration
Conard High School 1976 — 1979
Sportstar Relocation April 2010 - Present
Coldwell Banker Bain January 2005 - Present
Bankers Trust 1986 - 1989
Skills
Real Estate, Selling, Listings, Negotiation, Investment Properties, Sellers, Condos, Luxury, Residential Homes, Real Estate Transactions, Single Family Homes, Short Sales, First Time Home Buyers, Buyer Representation, REO, Relocation, Townhomes, Investments, New Home Sales, Property Management, Investors, Referrals, Buyers, Foreclosures
Education
Cornell University 1979 — 1983
Bachelor of Science (BS), School of Hotel Administration
Conard High School 1976 — 1979
Ruth Almario Ruth Almario's Bankers Trust Experience October 1995 - October 1996
Job Product Development Professional
Industry Investment Banking
Experience
Bank of Americal Merrill Lynch October 2010 - January 2012
State Street Banking Corp. February 2001 - February 2009
State Street February 2001 - February 2009
BT to Deutsche Bank October 1996 - February 2001
Bankers Trust October 1995 - October 1996
Global Securities Services April 1994 - October 1995
Manufacturers Hanover (now JPMorgan Chase) December 1991 - September 1993
Manufacturers Hanover (now JPMorgan Chase) September 1989 - December 1991
Skills
Settlement, Software Documentation, SDLC, Sales, Securities, Financial Services, Management, Banking, Corporate Actions, Fixed Income, Global Custody, Investments, Leadership, Strategy, Portfolio Management, Trading, Derivatives, Equities
Education
Baruch College
Accounting
Columbia University in the City of New York
New York City Technical College
Data Processing
University of Santo Tomas
Medical Technology (Pre-Med)
Bank of Americal Merrill Lynch October 2010 - January 2012
State Street Banking Corp. February 2001 - February 2009
State Street February 2001 - February 2009
BT to Deutsche Bank October 1996 - February 2001
Bankers Trust October 1995 - October 1996
Global Securities Services April 1994 - October 1995
Manufacturers Hanover (now JPMorgan Chase) December 1991 - September 1993
Manufacturers Hanover (now JPMorgan Chase) September 1989 - December 1991
Skills
Settlement, Software Documentation, SDLC, Sales, Securities, Financial Services, Management, Banking, Corporate Actions, Fixed Income, Global Custody, Investments, Leadership, Strategy, Portfolio Management, Trading, Derivatives, Equities
Education
Baruch College
Accounting
Columbia University in the City of New York
New York City Technical College
Data Processing
University of Santo Tomas
Medical Technology (Pre-Med)
Lesley Shorr Klein Lesley Shorr Klein's Bankers Trust Experience October 1992 - October 1996
Job Managing Partner at Miller Klein Group, LLC | Lklein@mkgsearch.com
Industry Human Resources
Experience
Miller Klein Group, LLC May 2009 - Present
Intrepid Sea, Air & Space Museum November 2007 - May 2009
Professional Recruiting Group, LLC 2002 - May 2009
Morgen-Walke Associates April 2001 - August 2002
Schroders & Co., Inc 1999 - April 2001
JP Morgan October 1996 - 1999
Bankers Trust October 1992 - October 1996
Education
Columbia University in the City of New York 1994 — 1996
MA, Organizational Psychology
Lehigh University 1988 — 1992
BA, Psychology
Ridgewood High School 1985 — 1988
Miller Klein Group, LLC May 2009 - Present
Intrepid Sea, Air & Space Museum November 2007 - May 2009
Professional Recruiting Group, LLC 2002 - May 2009
Morgen-Walke Associates April 2001 - August 2002
Schroders & Co., Inc 1999 - April 2001
JP Morgan October 1996 - 1999
Bankers Trust October 1992 - October 1996
Education
Columbia University in the City of New York 1994 — 1996
MA, Organizational Psychology
Lehigh University 1988 — 1992
BA, Psychology
Ridgewood High School 1985 — 1988
Liat Altman Liat Altman's Bankers Trust Experience August 1996 - August 1998
Job Director of Adult Programs at JCC MIDWESTCHESTER
Industry Nonprofit Organization Management
Experience
JCC MID-WESTCHESTER August 2013 - Present
Westchester Hispanic Coalition December 2012 - August 2013
Anti-Defamation League April 2005 - November 2012
Deutsche Bank September 1998 - March 2005
Bankers Trust August 1996 - August 1998
Education
Columbia University in the City of New York 1994 — 1996
Master's Degree, School of International and Public Affairs - International Business and Finance
Universidad Metropolitana (VE) 1988 — 1993
Bachelor's Degree, Business Administration
JCC MID-WESTCHESTER August 2013 - Present
Westchester Hispanic Coalition December 2012 - August 2013
Anti-Defamation League April 2005 - November 2012
Deutsche Bank September 1998 - March 2005
Bankers Trust August 1996 - August 1998
Education
Columbia University in the City of New York 1994 — 1996
Master's Degree, School of International and Public Affairs - International Business and Finance
Universidad Metropolitana (VE) 1988 — 1993
Bachelor's Degree, Business Administration
Caryn Gallop Caryn Gallop's Bankers Trust Experience April 1988 - February 1994
Job Business Development and Finance Consultant
Industry Financial Services
Experience
Consultant September 2013 - Present
Florida State College at Jacksonville August 2009 - Present
Broadview Legal Search Consultants January 2010 - January 2012
Titan Financial Group February 1994 - January 1998
Bankers Trust April 1988 - February 1994
Skills
Microsoft Excel, Financial Analysis, Social Media Marketing, Spreadsheets, PowerPoint
Education
The University of Chicago - Booth School of Business 1987 — 1989
Master of Business Administration (MBA), Finance
Cornell University 1981 — 1985
Bachelor of Science (BS), Consumer Economics
Consultant September 2013 - Present
Florida State College at Jacksonville August 2009 - Present
Broadview Legal Search Consultants January 2010 - January 2012
Titan Financial Group February 1994 - January 1998
Bankers Trust April 1988 - February 1994
Skills
Microsoft Excel, Financial Analysis, Social Media Marketing, Spreadsheets, PowerPoint
Education
The University of Chicago - Booth School of Business 1987 — 1989
Master of Business Administration (MBA), Finance
Cornell University 1981 — 1985
Bachelor of Science (BS), Consumer Economics
Courtney Chandavong's Bankers Trust Experience May 2009 - Present
Job Consumer Services Representative at Bankers Trust
Industry Financial Services
Experience
Bankers Trust May 2009 - Present
Skills
Banking, Credit, Customer Service, Commercial Banking, Retail Banking, Outlook, Cross Selling, Consumer Lending, Microsoft Excel
Education
GrandView University 2012 — 2013
Bachelor of Arts (B.A.), Human Services, General
Des Moines Area Community College 2008 — 2011
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Bankers Trust May 2009 - Present
Skills
Banking, Credit, Customer Service, Commercial Banking, Retail Banking, Outlook, Cross Selling, Consumer Lending, Microsoft Excel
Education
GrandView University 2012 — 2013
Bachelor of Arts (B.A.), Human Services, General
Des Moines Area Community College 2008 — 2011
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Vijay Chopra Vijay Chopra's Bankers Trust Experience 1994 - 1996
Job Managing Director at Lebenthal Asset Management
Industry Investment Management
Experience
Lebenthal Asset Management February 2014 - Present
The Roosevelt Investment Group February 2012 - January 2014
Mesirow Financial November 2008 - January 2012
Bear Stearns Asset Management August 2007 - October 2008
VKC Investments, LLC January 2004 - July 2007
Jacobs Levy Equity Management 2002 - 2004
Deutsche Asset Management 1997 - 2002
State Street Global Advisors 1996 - 1997
Bankers Trust 1994 - 1996
Frank Russell June 1990 - May 1994
Skills
Equities, Portfolio Management, Hedge Funds, Investments, Equity Research, Capital Markets, Bloomberg, Investment Management, Asset Managment, Investment Strategies, Financial Modeling, Alternative Investments, Factset, Trading, Mutual Funds, Investment Banking, Valuation, Emerging Markets, Due Diligence, Bonds, Asset Allocation, Quantitative Analytics, Finance
Education
CFA Institute 1993 — 1996
CFA, Finance
Vanderbilt University 1985 — 1990
PhD, Finance
Vanderbilt University - Owen Graduate School of Management 1985 — 1988
Master of Business Administration (M.B.A.), Finance
Indian Institute of Technology, Delhi 1981 — 1985
B Tech, Electrical Engineering
Delhi Public School - R. K. Puram
High School Diploma
Lebenthal Asset Management February 2014 - Present
The Roosevelt Investment Group February 2012 - January 2014
Mesirow Financial November 2008 - January 2012
Bear Stearns Asset Management August 2007 - October 2008
VKC Investments, LLC January 2004 - July 2007
Jacobs Levy Equity Management 2002 - 2004
Deutsche Asset Management 1997 - 2002
State Street Global Advisors 1996 - 1997
Bankers Trust 1994 - 1996
Frank Russell June 1990 - May 1994
Skills
Equities, Portfolio Management, Hedge Funds, Investments, Equity Research, Capital Markets, Bloomberg, Investment Management, Asset Managment, Investment Strategies, Financial Modeling, Alternative Investments, Factset, Trading, Mutual Funds, Investment Banking, Valuation, Emerging Markets, Due Diligence, Bonds, Asset Allocation, Quantitative Analytics, Finance
Education
CFA Institute 1993 — 1996
CFA, Finance
Vanderbilt University 1985 — 1990
PhD, Finance
Vanderbilt University - Owen Graduate School of Management 1985 — 1988
Master of Business Administration (M.B.A.), Finance
Indian Institute of Technology, Delhi 1981 — 1985
B Tech, Electrical Engineering
Delhi Public School - R. K. Puram
High School Diploma
Sissel McCarthy Sissel McCarthy's Bankers Trust Experience June 1984 - January 1989
Job Distinguished Lecturer and Director of the Journalism Program at Hunter College
Industry Higher Education
Experience
Hunter College August 2015 - Present
New York University August 2014 - August 2015
Emory University August 2004 - August 2014
CNN June 1996 - June 2000
CNBC March 1994 - June 1996
Lehman Brothers January 1989 - September 1990
Bankers Trust June 1984 - January 1989
Skills
Higher Education, Teaching, Editing, Research, Qualitative Research, Public Speaking, Copy Editing, Journalism, Social Media, Blogging, News Writing, Storytelling, Politics, Curriculum Design, University Teaching, Leadership
Education
Columbia University - Graduate School of Journalism 1991 — 1992
Master of Science (M.Sc.) in Journalism, Master's in International Affairs (MIA)
Columbia University - School of International and Public Affairs 1990 — 1992
Master's in International Affairs (MIA), Master's of Science in Journalism
Dartmouth College 1980 — 1984
Bachelor of Arts (B.A.), Government and Romance Languages
Hunter College August 2015 - Present
New York University August 2014 - August 2015
Emory University August 2004 - August 2014
CNN June 1996 - June 2000
CNBC March 1994 - June 1996
Lehman Brothers January 1989 - September 1990
Bankers Trust June 1984 - January 1989
Skills
Higher Education, Teaching, Editing, Research, Qualitative Research, Public Speaking, Copy Editing, Journalism, Social Media, Blogging, News Writing, Storytelling, Politics, Curriculum Design, University Teaching, Leadership
Education
Columbia University - Graduate School of Journalism 1991 — 1992
Master of Science (M.Sc.) in Journalism, Master's in International Affairs (MIA)
Columbia University - School of International and Public Affairs 1990 — 1992
Master's in International Affairs (MIA), Master's of Science in Journalism
Dartmouth College 1980 — 1984
Bachelor of Arts (B.A.), Government and Romance Languages
Randy Helm, CPA, CCIFP Randy Helm, CPA, CCIFP's Bankers Trust Experience May 1995 - April 1997
Job Chief Financial Officer at The Baker Group
Industry Construction
Experience
Baker Group August 2006 - Present
Proliant Inc. August 2000 - August 2006
Seneca Companies, Inc. April 1997 - August 2000
Bankers Trust May 1995 - April 1997
Skills
Financial Analysis, Financial Reporting, Banking, Cash Management, Staff Development, Budget Process, Financial Projection, General Ledger, Job Costing, Finance, Financial Statements, Budgets, Analysis, Accounting, Internal Controls, GAAP, Cost Accounting, Managerial Finance, Cash Flow, US GAAP, Tax, Project Accounting, Financial Accounting, Variance Analysis, CPA, SEC filings, Cash, Account Reconciliation, Accounts Receivable, Accruals, Construction Accounting, Accounts Payable, Strategic Financial..., Auditing, Internal Audit, Journal Entries, Tax Accounting, QuickBooks, Payroll, Revenue Recognition, Cash Flow Forecasting, Forecasting
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2017
Master of Business Administration (MBA)
Drake University 1987 — 1992
BS in Business Administration, Finance, Accounting
Baker Group August 2006 - Present
Proliant Inc. August 2000 - August 2006
Seneca Companies, Inc. April 1997 - August 2000
Bankers Trust May 1995 - April 1997
Skills
Financial Analysis, Financial Reporting, Banking, Cash Management, Staff Development, Budget Process, Financial Projection, General Ledger, Job Costing, Finance, Financial Statements, Budgets, Analysis, Accounting, Internal Controls, GAAP, Cost Accounting, Managerial Finance, Cash Flow, US GAAP, Tax, Project Accounting, Financial Accounting, Variance Analysis, CPA, SEC filings, Cash, Account Reconciliation, Accounts Receivable, Accruals, Construction Accounting, Accounts Payable, Strategic Financial..., Auditing, Internal Audit, Journal Entries, Tax Accounting, QuickBooks, Payroll, Revenue Recognition, Cash Flow Forecasting, Forecasting
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2017
Master of Business Administration (MBA)
Drake University 1987 — 1992
BS in Business Administration, Finance, Accounting
Thomas Sutcliffe Thomas Sutcliffe's Bankers Trust Experience August 1990 - December 2000
Job Vice President Senior Product Manager at Deutsche Bank
Industry Banking
Experience
Deutsche Bank October 2010 - Present
Deutsche Bank January 2001 - September 2010
Bankers Trust August 1990 - December 2000
Bankers Trust April 1988 - July 1990
Bankers Trust April 1987 - July 1990
Macy's September 1985 - April 1987
Skills
Product Management, Microsoft Office, Excel, Word, PowerPoint
Education
Syracuse University 1980 — 1982
Master of Business Administration, Marketing Management
Cornell University 1976 — 1978
Bachelor of Science, Communication Arts
Hamilton College 1974 — 1976
Deutsche Bank October 2010 - Present
Deutsche Bank January 2001 - September 2010
Bankers Trust August 1990 - December 2000
Bankers Trust April 1988 - July 1990
Bankers Trust April 1987 - July 1990
Macy's September 1985 - April 1987
Skills
Product Management, Microsoft Office, Excel, Word, PowerPoint
Education
Syracuse University 1980 — 1982
Master of Business Administration, Marketing Management
Cornell University 1976 — 1978
Bachelor of Science, Communication Arts
Hamilton College 1974 — 1976
David Goos David Goos's Bankers Trust Experience December 2005 - February 2014
Job Director, Planned Giving at WesleyLife
Industry Philanthropy
Experience
Bankers Trust December 2005 - February 2014
Skills
Planned Giving, Major Gift Development, Charitable Gift Planning, Public Speaking, Estate Tax Planning, Department Budgeting, Project Management, Business Management, Employee Coaching, Supervisory Skills, Team Leadership, Leadership Development, Trust Account..., Trust Department..., Business to Business..., Operations Management, Sales Training, Customer Service..., DISC Training
Education
Drake University 1981 — 1985
Masters, Business Administration
Wartburg College 1977 — 1981
Bachelor of Arts (BA), Business Administration/Economics double major
Bankers Trust December 2005 - February 2014
Skills
Planned Giving, Major Gift Development, Charitable Gift Planning, Public Speaking, Estate Tax Planning, Department Budgeting, Project Management, Business Management, Employee Coaching, Supervisory Skills, Team Leadership, Leadership Development, Trust Account..., Trust Department..., Business to Business..., Operations Management, Sales Training, Customer Service..., DISC Training
Education
Drake University 1981 — 1985
Masters, Business Administration
Wartburg College 1977 — 1981
Bachelor of Arts (BA), Business Administration/Economics double major
Jodi Paardekooper, CAMS, CFSSP Jodi Paardekooper, CAMS, CFSSP's Bankers Trust Experience January 2000 - Present
Job Vice President at Bankers Trust
Industry Banking
Experience
Bankers Trust January 2000 - Present
Education
Des Moines Area Community College
University of Northern Iowa
Business
Upper Iowa University
BS, Business
Bankers Trust January 2000 - Present
Education
Des Moines Area Community College
University of Northern Iowa
Business
Upper Iowa University
BS, Business
H Darren Alcus H Darren Alcus's Bankers Trust Experience 1989 - 2002
Job Pres. & CEO, GE Capital, Healthcare Financial Services
Industry Financial Services
Experience
GE Capital, Healthcare Financial Services 2002 - Present
GE Capital, Commercial Finance 1991 - 2002
Bankers Trust 1989 - 2002
Skills
Mergers & Acquisitions, Financial Modeling, Due Diligence, Financial Analysis, Corporate Finance, Portfolio Management, Private Equity, Acquisition Integration, Asset Based Lending, Strategy, Business Strategy, Cross-functional Team...
Education
Duke University - The Fuqua School of Business 1987 — 1989
MBA, Finance, Marketing
Dartmouth College 1981 — 1985
BA, Economics
GE Capital, Healthcare Financial Services 2002 - Present
GE Capital, Commercial Finance 1991 - 2002
Bankers Trust 1989 - 2002
Skills
Mergers & Acquisitions, Financial Modeling, Due Diligence, Financial Analysis, Corporate Finance, Portfolio Management, Private Equity, Acquisition Integration, Asset Based Lending, Strategy, Business Strategy, Cross-functional Team...
Education
Duke University - The Fuqua School of Business 1987 — 1989
MBA, Finance, Marketing
Dartmouth College 1981 — 1985
BA, Economics
Nitin Sharpe's Bankers Trust Experience May 2007 - July 2010
Job Financial Controls Analyst at Marsh & McLennan Companies, Inc.
Industry Insurance
Experience
Marsh & McLennan Companies, Inc. May 2014 - Present
Marsh & McLennan Companies, Inc. February 2013 - April 2014
Federal Reserve Bank of Chicago August 2010 - November 2012
Bankers Trust May 2007 - July 2010
Palmer Group June 2009 - March 2010
T-Mobile May 2007 - May 2008
Randstad June 2006 - December 2006
Skills
Sarbanes-Oxley Act, Financial Analysis, Accounting, Auditing, Internal Audit, Risk Management, Internal Controls, Finance, Insurance, Customer Service, Time Management, Data Analysis, Policy, Strategic Planning, Financial Risk, Investments, Management Consulting, Assurance, Account Reconciliation, Microsoft Office, Training, Financial Modeling, Commercial Litigation, Budgets, Financial Reporting, Credit Risk, Strategic Financial..., Corporate Finance, Credit Analysis, Business Process..., Analysis, Process Improvement, Gap Analysis, Control Testing, Operational Risk, Liquidity Risk, Market Risk, Reputational Risk, Capital Budgeting
Education
Drake University 2005 — 2009
Finance, Investments and Business Law
Marsh & McLennan Companies, Inc. May 2014 - Present
Marsh & McLennan Companies, Inc. February 2013 - April 2014
Federal Reserve Bank of Chicago August 2010 - November 2012
Bankers Trust May 2007 - July 2010
Palmer Group June 2009 - March 2010
T-Mobile May 2007 - May 2008
Randstad June 2006 - December 2006
Skills
Sarbanes-Oxley Act, Financial Analysis, Accounting, Auditing, Internal Audit, Risk Management, Internal Controls, Finance, Insurance, Customer Service, Time Management, Data Analysis, Policy, Strategic Planning, Financial Risk, Investments, Management Consulting, Assurance, Account Reconciliation, Microsoft Office, Training, Financial Modeling, Commercial Litigation, Budgets, Financial Reporting, Credit Risk, Strategic Financial..., Corporate Finance, Credit Analysis, Business Process..., Analysis, Process Improvement, Gap Analysis, Control Testing, Operational Risk, Liquidity Risk, Market Risk, Reputational Risk, Capital Budgeting
Education
Drake University 2005 — 2009
Finance, Investments and Business Law
Jay Beyda Jay Beyda's Bankers Trust Experience July 1995 - April 1996
Job Financial Services Technology Professional
Industry Financial Services
Experience
Consultant July 2013 - Present
Kurt Salmon Associates August 2010 - December 2012
Citi Global Wealth Management April 2006 - September 2008
Banc of America Securities August 2002 - April 2006
Lehman Brothers November 1999 - February 2001
Morgan Stanley April 1996 - November 1999
Bankers Trust July 1995 - April 1996
Kidder Peabody October 1987 - June 1995
Salomon Brothers September 1986 - October 1987
Merrill Lynch December 1983 - September 1986
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Derivatives, Risk Management, Trading Systems, IT Strategy, Hedge Funds, Business Analysis, Portfolio Management, Prime Brokerage, SDLC, Financial Risk, Electronic Trading, Program Management, Enterprise Architecture, PMO, Market Risk, Software Development, Management Consulting, Finance, Vendor Management, Management, CRM, Wealth Management, Equity Derivatives, Back Office, Project Portfolio..., Middle Office, FX Options, Options, Financial Markets, Credit Derivatives, Securities, Interest Rate..., Financial Services, Consulting
Education
Columbia University in the City of New York 1974 — 1978
BS, Computer Science
Consultant July 2013 - Present
Kurt Salmon Associates August 2010 - December 2012
Citi Global Wealth Management April 2006 - September 2008
Banc of America Securities August 2002 - April 2006
Lehman Brothers November 1999 - February 2001
Morgan Stanley April 1996 - November 1999
Bankers Trust July 1995 - April 1996
Kidder Peabody October 1987 - June 1995
Salomon Brothers September 1986 - October 1987
Merrill Lynch December 1983 - September 1986
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Derivatives, Risk Management, Trading Systems, IT Strategy, Hedge Funds, Business Analysis, Portfolio Management, Prime Brokerage, SDLC, Financial Risk, Electronic Trading, Program Management, Enterprise Architecture, PMO, Market Risk, Software Development, Management Consulting, Finance, Vendor Management, Management, CRM, Wealth Management, Equity Derivatives, Back Office, Project Portfolio..., Middle Office, FX Options, Options, Financial Markets, Credit Derivatives, Securities, Interest Rate..., Financial Services, Consulting
Education
Columbia University in the City of New York 1974 — 1978
BS, Computer Science
Phyllis Merchant Phyllis Merchant's Bankers Trust Experience June 1990 - August 1990
Job Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
CSC's Healthcare Group January 2000 - 2002
Harvard Pilgrim Health Care 1995 - December 1998
Harvard Pilgrim Health Care 1992 - 1995
Jennings, Ryan, Federa & Company 1991 - 1992
Bankers Trust June 1990 - August 1990
North Star Substance Abuse Services 1987 - 1989
New England Baptist Hospital 1986 - 1987
Skills
Strategic Planning, Management, Management Consulting, Nonprofits, Coaching, Strategy, Marketing, Analysis
Education
The Tuck School of Business at Dartmouth 1989 — 1991
MBA
Dartmouth College 1982 — 1986
A.B.
CSC's Healthcare Group January 2000 - 2002
Harvard Pilgrim Health Care 1995 - December 1998
Harvard Pilgrim Health Care 1992 - 1995
Jennings, Ryan, Federa & Company 1991 - 1992
Bankers Trust June 1990 - August 1990
North Star Substance Abuse Services 1987 - 1989
New England Baptist Hospital 1986 - 1987
Skills
Strategic Planning, Management, Management Consulting, Nonprofits, Coaching, Strategy, Marketing, Analysis
Education
The Tuck School of Business at Dartmouth 1989 — 1991
MBA
Dartmouth College 1982 — 1986
A.B.
Phillip Lindow Phillip Lindow's Bankers Trust Experience January 1987 - April 1993
Job Managing Director TSS Liquidity Solutions Executive at JPMorganChase
Industry Banking
Experience
JPMorganChase January 2011 - Present
Royal Bank of Scotland 2007 - January 2011
ABN AMRO Bank N.V. 2003 - January 2011
JPMorgan Chase April 2001 - April 2004
Deutsche Bank April 1997 - April 2001
Chase Manhattan Corporation April 1993 - April 1997
Bankers Trust January 1987 - April 1993
Skills
Liquidity Management, Risk Management, Banking, FX Options, Treasury, Interest Rate Risk..., Treasury Management, Strategy, Funds Transfer Pricing, Commercial Banking, Treasury Services, Cash Management, Credit, Investment Banking, Financial Institutions, Operational Risk..., Payments, Financial Risk, Capital Markets, AML, Fixed Income, Portfolio Management, Trade Finance, Credit Risk, Investment Management, Financial Markets, Financial Services, Structured Finance, Credit Analysis, Operational Risk, Derivatives, Securities, Structured Products, Private Banking, Market Risk, Equities, Trading, Relationship Management, Retail Banking, Basel II, Hedge Funds, Bonds, Financial Structuring, Corporate Finance, Asset Management, Bloomberg
Education
Thunderbird School of Global Management 1986 — 1987
Master of Business Administration (MBA)
DePauw University 1982 — 1986
BA, Economics
JPMorganChase January 2011 - Present
Royal Bank of Scotland 2007 - January 2011
ABN AMRO Bank N.V. 2003 - January 2011
JPMorgan Chase April 2001 - April 2004
Deutsche Bank April 1997 - April 2001
Chase Manhattan Corporation April 1993 - April 1997
Bankers Trust January 1987 - April 1993
Skills
Liquidity Management, Risk Management, Banking, FX Options, Treasury, Interest Rate Risk..., Treasury Management, Strategy, Funds Transfer Pricing, Commercial Banking, Treasury Services, Cash Management, Credit, Investment Banking, Financial Institutions, Operational Risk..., Payments, Financial Risk, Capital Markets, AML, Fixed Income, Portfolio Management, Trade Finance, Credit Risk, Investment Management, Financial Markets, Financial Services, Structured Finance, Credit Analysis, Operational Risk, Derivatives, Securities, Structured Products, Private Banking, Market Risk, Equities, Trading, Relationship Management, Retail Banking, Basel II, Hedge Funds, Bonds, Financial Structuring, Corporate Finance, Asset Management, Bloomberg
Education
Thunderbird School of Global Management 1986 — 1987
Master of Business Administration (MBA)
DePauw University 1982 — 1986
BA, Economics
Hach Hashasian Hach Hashasian's Bankers Trust Experience March 1993 - March 1997
Job Sr. Director, SaaS/Cloud Technology Operations & Compliance
Industry Financial Services
Experience
Misys April 2003 - Present
Citibank March 2000 - April 2003
Deutsche Bank March 1993 - March 1997
Bankers Trust March 1993 - March 1997
Nielsen Company (VNU) March 1990 - March 1993
Education
Stevens Institute of Technology
Master's, Computer Science
Columbia University in the City of New York
Computer Technology & Applications
Istanbul Technical University
Bachelor of Science, Electronics & Telecommunication Engineering
Misys April 2003 - Present
Citibank March 2000 - April 2003
Deutsche Bank March 1993 - March 1997
Bankers Trust March 1993 - March 1997
Nielsen Company (VNU) March 1990 - March 1993
Education
Stevens Institute of Technology
Master's, Computer Science
Columbia University in the City of New York
Computer Technology & Applications
Istanbul Technical University
Bachelor of Science, Electronics & Telecommunication Engineering
Nichole (Wood) Earl Nichole (Wood) Earl's Bankers Trust Experience May 2009 - June 2010
Job Manager, EST/VOD Affiliate Marketing at Vubiquity
Industry Marketing and Advertising
Experience
Vubiquity May 2014 - Present
Vubiquity August 2012 - May 2014
Nokia (NAVTEQ) July 2010 - August 2011
Bankers Trust May 2009 - June 2010
Drake University Women's Basketball August 2007 - June 2009
Ann Taylor November 2006 - August 2007
Sodexo September 2006 - May 2007
Skills
Microsoft Word, Microsoft Excel, Outlook, Mac OS, Database Administration, Data Processing, Invoicing, Social Media, Facebook, Twitter, Wordpress, Blogger, Pinterest, E-commerce, Consumer Electronics, Marketing Strategy, Presentation Development, Product Marketing, B2B Marketing, Sales, Advertising, Mobile Marketing
Education
Drake University 2006 — 2010
BSBA Business Administration, Entrepreneurial Management/Marketing
Vubiquity May 2014 - Present
Vubiquity August 2012 - May 2014
Nokia (NAVTEQ) July 2010 - August 2011
Bankers Trust May 2009 - June 2010
Drake University Women's Basketball August 2007 - June 2009
Ann Taylor November 2006 - August 2007
Sodexo September 2006 - May 2007
Skills
Microsoft Word, Microsoft Excel, Outlook, Mac OS, Database Administration, Data Processing, Invoicing, Social Media, Facebook, Twitter, Wordpress, Blogger, Pinterest, E-commerce, Consumer Electronics, Marketing Strategy, Presentation Development, Product Marketing, B2B Marketing, Sales, Advertising, Mobile Marketing
Education
Drake University 2006 — 2010
BSBA Business Administration, Entrepreneurial Management/Marketing
Ed Ho's Bankers Trust Experience January 1993 - January 1996
Job Founding Partner iqCIO LLC
Industry Investment Management
Experience
iqCIO LLC August 2015 - Present
Berenberg Asset Management LLC February 2014 - July 2015
Platinum Partners (NY) LLC December 2011 - September 2013
Altima Securities LP January 2006 - December 2011
Merrill Lynch June 1999 - January 2006
Merrill Lynch Investment Managers 1999 - 2001
UBS January 1996 - June 1999
Bankers Trust January 1993 - January 1996
Skills
Hedge Funds, Equity Derivatives, Equities, Private Equity, Capital Markets, Investments, Portfolio Management, Alternative Investments, Valuation, DCF, Bloomberg, Due Diligence, Financial Modeling, Prime Brokerage, Fixed Income, Mutual Funds, Structured Finance, Investor Relations, Asset Management, Funding, Investment Banking, Finance
Education
Columbia University 1983 — 1987
B.Sc., Computer Science
Syosset High School 1979 — 1983
HS Degree, Syosset High School - home of the Braves!
iqCIO LLC August 2015 - Present
Berenberg Asset Management LLC February 2014 - July 2015
Platinum Partners (NY) LLC December 2011 - September 2013
Altima Securities LP January 2006 - December 2011
Merrill Lynch June 1999 - January 2006
Merrill Lynch Investment Managers 1999 - 2001
UBS January 1996 - June 1999
Bankers Trust January 1993 - January 1996
Skills
Hedge Funds, Equity Derivatives, Equities, Private Equity, Capital Markets, Investments, Portfolio Management, Alternative Investments, Valuation, DCF, Bloomberg, Due Diligence, Financial Modeling, Prime Brokerage, Fixed Income, Mutual Funds, Structured Finance, Investor Relations, Asset Management, Funding, Investment Banking, Finance
Education
Columbia University 1983 — 1987
B.Sc., Computer Science
Syosset High School 1979 — 1983
HS Degree, Syosset High School - home of the Braves!
Jessica Sacre Jessica Sacre's Bankers Trust Experience November 2014 - June 2015
Job Lender Relations Specialist AgriAccess
Industry Banking
Experience
Agri-Access June 2015 - Present
Bankers Trust November 2014 - June 2015
BMO Harris Bank February 2001 - March 2014
Skills
Loans, Commercial Banking, Commercial Lending, Banking, Credit, Mortgage Operations, Mortgage Sales, Mortgage Lending, FHA financing, Veteran Loans, USDA Loans, Retail and Wholesale..., Credit Analysis, Loan Origination, Mortgage Banking, USDA, FHA, Refinance, Residential Mortgages, Customer Service, FHA Financing
Education
Dowling High School
Des Moines Area Community College
General
Agri-Access June 2015 - Present
Bankers Trust November 2014 - June 2015
BMO Harris Bank February 2001 - March 2014
Skills
Loans, Commercial Banking, Commercial Lending, Banking, Credit, Mortgage Operations, Mortgage Sales, Mortgage Lending, FHA financing, Veteran Loans, USDA Loans, Retail and Wholesale..., Credit Analysis, Loan Origination, Mortgage Banking, USDA, FHA, Refinance, Residential Mortgages, Customer Service, FHA Financing
Education
Dowling High School
Des Moines Area Community College
General
Bailey Davis Bailey Davis's Bankers Trust Experience March 2013 - Present
Job Relationship Banker at Bankers Trust
Industry Financial Services
Experience
Bankers Trust March 2013 - Present
Skills
Customer Service, Retail Banking, Financial Services, Loans, Banking, Microsoft Office, Credit, Consumer Lending, Leadership
Education
University of Iowa 2012 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Des Moines Area Community College 2009 — 2011
Associate's degree, Business Administration and Management, General
Bankers Trust March 2013 - Present
Skills
Customer Service, Retail Banking, Financial Services, Loans, Banking, Microsoft Office, Credit, Consumer Lending, Leadership
Education
University of Iowa 2012 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Des Moines Area Community College 2009 — 2011
Associate's degree, Business Administration and Management, General
Carmen Spenner Carmen Spenner's Bankers Trust Experience July 2013 - January 2014
Job Senior Credit Portfolio Manager at First American Bank
Industry Banking
Experience
First American Bank February 2014 - Present
Bankers Trust July 2013 - January 2014
First American Bank May 2008 - July 2013
First American Bank May 2004 - May 2008
First American Bank December 2003 - May 2004
Skills
Portfolio Management, Commercial Banking, Banking, Loans, Commercial Lending, Credit, Credit Analysis
Education
Des Moines Area Community College 2000 — 2003
Associate of Arts and Sciences (A.A.S.), Marketing/Marketing Management, General
North Iowa Area Community College 1999 — 2000
General Studies
Armstrong Ringsted High School
Armstrong Ringsted High School
First American Bank February 2014 - Present
Bankers Trust July 2013 - January 2014
First American Bank May 2008 - July 2013
First American Bank May 2004 - May 2008
First American Bank December 2003 - May 2004
Skills
Portfolio Management, Commercial Banking, Banking, Loans, Commercial Lending, Credit, Credit Analysis
Education
Des Moines Area Community College 2000 — 2003
Associate of Arts and Sciences (A.A.S.), Marketing/Marketing Management, General
North Iowa Area Community College 1999 — 2000
General Studies
Armstrong Ringsted High School
Armstrong Ringsted High School
John Mennell John Mennell's Bankers Trust Experience 1989 - 1992
Job IT Consultant/Project Manager, Serial Social Entrepreneur, Founder MagazineLiteracy.org, BEmyCAUSE.com, Hunger LifeLINE
Industry Philanthropy
Experience
CGI July 1999 - Present
MagazineLiteracy.org September 2004 - Present
BEmyCAUSE.com June 2014 - Present
REACH-a-Child July 2013 - Present
Capital Entrepreneurs February 2014 - Present
National Emergency Hunger LifeLINE 1994 - 1999
NoVA CORE Resource Center for Non-Profits 1994 - 1999
New Century Retailing 1992 - 1994
Bankers Trust 1989 - 1992
American Management Systems 1987 - 1989
Skills
Start-ups, Social Entrepreneurship, Nonprofits, Entrepreneurship, Literacy, Social Media, Magazines, Publishing, Strategic Partnerships, Community Organizing, Child Welfare, Non-profits, Social Media Marketing, Social Networking, Marketing Strategy, Marketing, Content Strategy, Mobile Marketing, Program Management, New Media, Training, Brand Development, Online Marketing, Content Development, Strategic Planning, Digital Strategy, Digital Media, Family Literacy, Public Relations, Email Marketing, Integrated Marketing, Marketing Communications, Direct Marketing, Business Planning
Education
Cornell University 1978 — 1982
B.S., Public Policy, Nutrition
CGI July 1999 - Present
MagazineLiteracy.org September 2004 - Present
BEmyCAUSE.com June 2014 - Present
REACH-a-Child July 2013 - Present
Capital Entrepreneurs February 2014 - Present
National Emergency Hunger LifeLINE 1994 - 1999
NoVA CORE Resource Center for Non-Profits 1994 - 1999
New Century Retailing 1992 - 1994
Bankers Trust 1989 - 1992
American Management Systems 1987 - 1989
Skills
Start-ups, Social Entrepreneurship, Nonprofits, Entrepreneurship, Literacy, Social Media, Magazines, Publishing, Strategic Partnerships, Community Organizing, Child Welfare, Non-profits, Social Media Marketing, Social Networking, Marketing Strategy, Marketing, Content Strategy, Mobile Marketing, Program Management, New Media, Training, Brand Development, Online Marketing, Content Development, Strategic Planning, Digital Strategy, Digital Media, Family Literacy, Public Relations, Email Marketing, Integrated Marketing, Marketing Communications, Direct Marketing, Business Planning
Education
Cornell University 1978 — 1982
B.S., Public Policy, Nutrition
Trey Laird Trey Laird's Bankers Trust Experience June 1993 - February 1996
Job Managing Director FBR
Industry Financial Services
Experience
FBR October 2013 - Present
Lazard Capital Markets December 2007 - October 2013
Piper Jaffray June 2002 - June 2007
Hambrecht & Quist February 1996 - June 2000
Bankers Trust June 1993 - February 1996
Skills
Hedge Funds, Equities, Trading, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Electronic Trading, Equity Research, Equity Trading, FINRA, Fixed Income, Institutional..., Investment Banking, Investments, Mutual Funds, Portfolio Management, Private Equity, Securities, Series 63, Series 7, Trading Systems, Valuation
Education
Dartmouth College 1989 — 1993
BA, Government
Trinity School
FBR October 2013 - Present
Lazard Capital Markets December 2007 - October 2013
Piper Jaffray June 2002 - June 2007
Hambrecht & Quist February 1996 - June 2000
Bankers Trust June 1993 - February 1996
Skills
Hedge Funds, Equities, Trading, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Electronic Trading, Equity Research, Equity Trading, FINRA, Fixed Income, Institutional..., Investment Banking, Investments, Mutual Funds, Portfolio Management, Private Equity, Securities, Series 63, Series 7, Trading Systems, Valuation
Education
Dartmouth College 1989 — 1993
BA, Government
Trinity School
Ryan Wickel's Bankers Trust Experience June 2014 - Present
Job Account Analysis Specialist at Bankers Trust
Industry Financial Services
Experience
Bankers Trust June 2014 - Present
Bankers Trust January 2014 - June 2014
Wells Fargo June 2013 - August 2013
Northwestern University May 2011 - August 2012
Summer Stuff Day Camp May 2011 - August 2012
Drake University September 2011 - October 2011
Skills
Finance, Customer Service, Leadership, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Team Leadership
Education
Drake University 2011 — 2014
BSBA, Finance, Investments and Securities
Bankers Trust June 2014 - Present
Bankers Trust January 2014 - June 2014
Wells Fargo June 2013 - August 2013
Northwestern University May 2011 - August 2012
Summer Stuff Day Camp May 2011 - August 2012
Drake University September 2011 - October 2011
Skills
Finance, Customer Service, Leadership, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Team Leadership
Education
Drake University 2011 — 2014
BSBA, Finance, Investments and Securities
Mallory Wang, CPA's Bankers Trust Experience May 2011 - August 2011
Job Assurance Services at Ernst & Young, LLP
Industry Accounting
Experience
EY August 2014 - Present
SPX Corporation June 2013 - April 2014
Principal Global Investors December 2011 - April 2012
Bankers Trust May 2011 - August 2011
Skills
Mathematica, Probability, Problem Solving, Data Analysis, Microsoft Excel, PowerPoint
Education
UNC Kenan-Flagler Business School 2012 — 2013
Master of Accounting
Drake University 2008 — 2011
Bachelor of Science (B.S.), Actuarial Science
EY August 2014 - Present
SPX Corporation June 2013 - April 2014
Principal Global Investors December 2011 - April 2012
Bankers Trust May 2011 - August 2011
Skills
Mathematica, Probability, Problem Solving, Data Analysis, Microsoft Excel, PowerPoint
Education
UNC Kenan-Flagler Business School 2012 — 2013
Master of Accounting
Drake University 2008 — 2011
Bachelor of Science (B.S.), Actuarial Science
Tim Coghlan's Bankers Trust Experience March 2011 - May 2015
Job Assistant IT Director at Bank of North Carolina
Industry Financial Services
Experience
Bank of North Carolina May 2015 - Present
Bankers Trust March 2011 - May 2015
HDI 2011 - 2015
Robert Half Technology July 2009 - March 2011
Locknet August 2007 - July 2009
Nationwide Insurance February 2006 - August 2007
Iowa Army National Guard March 2003 - May 2004
Prairie iNet September 2000 - January 2002
Skills
ITIL v3 Foundations...
Education
Simpson College 2002 — 2005
BA
Des Moines Area Community College
AS
Bank of North Carolina May 2015 - Present
Bankers Trust March 2011 - May 2015
HDI 2011 - 2015
Robert Half Technology July 2009 - March 2011
Locknet August 2007 - July 2009
Nationwide Insurance February 2006 - August 2007
Iowa Army National Guard March 2003 - May 2004
Prairie iNet September 2000 - January 2002
Skills
ITIL v3 Foundations...
Education
Simpson College 2002 — 2005
BA
Des Moines Area Community College
AS
Alan Baren's Bankers Trust Experience 1987 - 1994
Job Director Knowledge Management at ADP
Industry Human Resources
Experience
ADP VP Knowledge ManagementMorgan Stanley2006 - 2011
GetPaid 2003 - 2006
E-Learning Startup 1999 - 2003
PwC 1994 - 1999
Bankers Trust 1987 - 1994
Education
Cornell University
Bachelor of Science (BS), Computer Science \ Business
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Fibance \ Operations Management
ADP VP Knowledge ManagementMorgan Stanley2006 - 2011
GetPaid 2003 - 2006
E-Learning Startup 1999 - 2003
PwC 1994 - 1999
Bankers Trust 1987 - 1994
Education
Cornell University
Bachelor of Science (BS), Computer Science \ Business
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Fibance \ Operations Management
Jeannie Dubbels Jeannie Dubbels's Bankers Trust Experience November 1998 - December 1998
Job Product Management | Marketing | Digital Content Development
Industry Financial Services
Experience
Citi Private Bank November 2005 - August 2015
Citi Private Bank 1999 - 2015
Citi Private Bank January 2001 - October 2005
Citi Private Bank July 1999 - December 2000
MetLife January 1999 - June 1999
Bankers Trust November 1998 - December 1998
Oppenheimer & Co. Inc. October 1993 - October 1998
Skills
Banking, Private Banking, Financial Services, Wealth Management, Business Development, Securities, Leadership, Series 7, Mutual Funds, Credit, Marketing, Management, Product Development, Marketing Strategy, Credit Cards, Wealth Management..., Portfolio Management, Equities, Investments, Private Wealth..., Web Content Management
Education
Cornell University 1991 — 1993
Bachelor's degree, Design and Environmental Analysis
Brooklyn Technical High School 1985 — 1989
High School, Industrial Design
Citi Private Bank November 2005 - August 2015
Citi Private Bank 1999 - 2015
Citi Private Bank January 2001 - October 2005
Citi Private Bank July 1999 - December 2000
MetLife January 1999 - June 1999
Bankers Trust November 1998 - December 1998
Oppenheimer & Co. Inc. October 1993 - October 1998
Skills
Banking, Private Banking, Financial Services, Wealth Management, Business Development, Securities, Leadership, Series 7, Mutual Funds, Credit, Marketing, Management, Product Development, Marketing Strategy, Credit Cards, Wealth Management..., Portfolio Management, Equities, Investments, Private Wealth..., Web Content Management
Education
Cornell University 1991 — 1993
Bachelor's degree, Design and Environmental Analysis
Brooklyn Technical High School 1985 — 1989
High School, Industrial Design
Dan Stecich Dan Stecich's Bankers Trust Experience June 1997 - June 1999
Job SVP, Director of Economic Research, Athena Advisor Services
Industry Financial Services
Experience
Athena Advisory Services October 2013 - Present
TJM Holdings, LLC April 2001 - October 2013
Deutsche Bank June 1999 - April 2001
Bankers Trust June 1997 - June 1999
First Chicago Futures 1984 - 1994
Skills
Series 7, Equities, Options, Trading, Fixed Income, Commodity, Derivatives, Trading Strategies, Hedging, Securities, Bloomberg, Hedge Funds, Bonds, Brokerage
Education
DePaul University 1985 — 1987
MBA, Finance
University of Oklahoma 1979 — 1982
BBA, Finance
Athena Advisory Services October 2013 - Present
TJM Holdings, LLC April 2001 - October 2013
Deutsche Bank June 1999 - April 2001
Bankers Trust June 1997 - June 1999
First Chicago Futures 1984 - 1994
Skills
Series 7, Equities, Options, Trading, Fixed Income, Commodity, Derivatives, Trading Strategies, Hedging, Securities, Bloomberg, Hedge Funds, Bonds, Brokerage
Education
DePaul University 1985 — 1987
MBA, Finance
University of Oklahoma 1979 — 1982
BBA, Finance
Robert Koenig Robert Koenig's Bankers Trust Experience February 1997 - March 1998
Job Director Project Management at Arxis Capital
Industry Financial Services
Experience
Arxis Capital July 2014 - Present
KCG Holdings, Inc. January 2009 - June 2014
Deutsche Bank February 2006 - June 2008
CIBC World Markets September 2002 - February 2006
Goldman Sachs March 1998 - November 2001
Bankers Trust February 1997 - March 1998
JP Morgan July 1991 - February 1997
Skills
Vendor Management, Emerging Markets, Equities, Business Analysis, Securities, Prime Brokerage, Program Management, settlements, Securities Lending, Strategy, Management, Financial Services, Settlement, Middle Office, Financial Markets, Change Management, Trading Systems, Fixed Income, Capital Markets
Education
Cornell University 1987 — 1991
BS
Livingston High School 1983 — 1987
Arxis Capital July 2014 - Present
KCG Holdings, Inc. January 2009 - June 2014
Deutsche Bank February 2006 - June 2008
CIBC World Markets September 2002 - February 2006
Goldman Sachs March 1998 - November 2001
Bankers Trust February 1997 - March 1998
JP Morgan July 1991 - February 1997
Skills
Vendor Management, Emerging Markets, Equities, Business Analysis, Securities, Prime Brokerage, Program Management, settlements, Securities Lending, Strategy, Management, Financial Services, Settlement, Middle Office, Financial Markets, Change Management, Trading Systems, Fixed Income, Capital Markets
Education
Cornell University 1987 — 1991
BS
Livingston High School 1983 — 1987
Mitch Sacks Mitch Sacks's Bankers Trust Experience 1989 - 1990
Job Principal at Grand Slam
Industry Financial Services
Experience
Grand Slam Asset Management LLC April 2001 - Present
TSR Wireless November 1991 - December 2000
Banque Francaise du Commerce Exterieur 1990 - 1991
Bankers Trust 1989 - 1990
Merrill Lynch 1985 - 1987
Skills
Hedge Funds, Alternative Investments, Private Equity, Investments, Asset Managment, Equities, Portfolio Management, Due Diligence, Capital Markets, Investment Banking, Fund Of Funds, Investor Relations, Valuation, Fixed Income, Securities, Investment Strategies, Trading, Risk Management, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
Cornell University 1981 — 1985
BA, Economics
Harborfields High School 1977 — 1981
Grand Slam Asset Management LLC April 2001 - Present
TSR Wireless November 1991 - December 2000
Banque Francaise du Commerce Exterieur 1990 - 1991
Bankers Trust 1989 - 1990
Merrill Lynch 1985 - 1987
Skills
Hedge Funds, Alternative Investments, Private Equity, Investments, Asset Managment, Equities, Portfolio Management, Due Diligence, Capital Markets, Investment Banking, Fund Of Funds, Investor Relations, Valuation, Fixed Income, Securities, Investment Strategies, Trading, Risk Management, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
Cornell University 1981 — 1985
BA, Economics
Harborfields High School 1977 — 1981
Kuuku Saah's Bankers Trust Experience May 2015 - Present
Job Securities Trading Officer at Bankers Trust
Industry Financial Services
Experience
Bankers Trust May 2015 - Present
Bankers Trust January 2015 - May 2015
Bankers Trust August 2012 - January 2015
BTC Capital Management May 2010 - May 2012
Phi Gamma Delta November 2010 - November 2011
Northwestern Mutual Financial Network May 2009 - January 2010
Skills
Economics, Budgeting, Excel, PowerPoint, Word, Microsoft Office, Financial Analysis, Outlook, Investments, Analysis, Budgets, Finance, Microsoft Excel, Accounting, Market Research, Microsoft Word, Securities, Portfolio Management, Public Speaking
Education
Passed CFA level 2 Exam
Drake University
Finance and Economics
Bankers Trust May 2015 - Present
Bankers Trust January 2015 - May 2015
Bankers Trust August 2012 - January 2015
BTC Capital Management May 2010 - May 2012
Phi Gamma Delta November 2010 - November 2011
Northwestern Mutual Financial Network May 2009 - January 2010
Skills
Economics, Budgeting, Excel, PowerPoint, Word, Microsoft Office, Financial Analysis, Outlook, Investments, Analysis, Budgets, Finance, Microsoft Excel, Accounting, Market Research, Microsoft Word, Securities, Portfolio Management, Public Speaking
Education
Passed CFA level 2 Exam
Drake University
Finance and Economics
Suzanne Konstance Suzanne Konstance's Bankers Trust Experience August 1996 - March 1999
Job
Industry Financial Services
Experience
Pitney Bowes October 2000 - Present
CitiBank March 1999 - October 2000
Bankers Trust August 1996 - March 1999
MetLife 1998 - 1999
Bankers Trust August 1994 - August 1996
Chemical Bank August 1988 - May 1992
Skills
Product Management, New Business Development, Marketing Strategy, Financial Services, Leadership, Business Development, Product Development, Market Research, Competitive Analysis, Strategy, Cross-functional Team..., Marketing, Management, B2B, Direct Marketing, Product Marketing, Strategic Partnerships, Analysis, Analytics, CRM, P&L Management, Sales Process, Management Consulting, Lead Generation, Salesforce.com, Account Management, Marketing Management, Start-ups, Strategic Planning, SaaS, Business Strategy
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA
Cornell University 1984 — 1988
BA
Pitney Bowes October 2000 - Present
CitiBank March 1999 - October 2000
Bankers Trust August 1996 - March 1999
MetLife 1998 - 1999
Bankers Trust August 1994 - August 1996
Chemical Bank August 1988 - May 1992
Skills
Product Management, New Business Development, Marketing Strategy, Financial Services, Leadership, Business Development, Product Development, Market Research, Competitive Analysis, Strategy, Cross-functional Team..., Marketing, Management, B2B, Direct Marketing, Product Marketing, Strategic Partnerships, Analysis, Analytics, CRM, P&L Management, Sales Process, Management Consulting, Lead Generation, Salesforce.com, Account Management, Marketing Management, Start-ups, Strategic Planning, SaaS, Business Strategy
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA
Cornell University 1984 — 1988
BA
Burdin Hickok Burdin Hickok's Bankers Trust Experience 1996 - 1997
Job Senior Global Investment Strategist, Strategic Asset Allocation.Commodities, Oil & Gas Consultant, CNBC Contributor
Industry Investment Management
Experience
Tigress Financial Partners, LLC July 2013 - February 2014
U.S. Department of State, US Embassy; Kirkuk PRT, IRAQ May 2008 - April 2011
Euromoney Institutional Investor 2004 - 2005
Lehman Brothers 1997 - 2003
Bankers Trust 1996 - 1997
Fairfield Research Corp 1990 - 1996
UBS Securities Co., Ltd/Swiss Bank Corp 1987 - 1990
Skills
Economic Development, Government, Capital Markets, Leadership, Economics, Risk Management, Business Strategy, International Relations, Strategic Planning, Program Management, Investment Banking, Financial Analysis, Governance, Business Development, Public Speaking, Banking, Data Analysis, Politics, Investments, Management, Nonprofits, New Business Development, Negotiation, Program Evaluation, Project Management, Team Leadership, Post-conflict..., International Political..., International Business, Team Building, Leadership Development, Change Management, Microsoft Excel, U.S. foreign policy, Interest Rate..., Global Affairs, Team Management, Coaching, Key Account Management, Quality Assurance, Microsoft Office, Qualitative Research, Partnerships, Global Partnerships, Client Relationship..., Excel, Quantitative, Middle East Politics, Oil & Gas Industry, Oil & Gas Exploration
Education
Denison University
BA, Political Science, International Economic Development, Middle East Conflict
University of Virginia
completed coursework towards Masters of Arts in International Political Economy, Graduate studies in International Political Economy, International Political Theory
Tigress Financial Partners, LLC July 2013 - February 2014
U.S. Department of State, US Embassy; Kirkuk PRT, IRAQ May 2008 - April 2011
Euromoney Institutional Investor 2004 - 2005
Lehman Brothers 1997 - 2003
Bankers Trust 1996 - 1997
Fairfield Research Corp 1990 - 1996
UBS Securities Co., Ltd/Swiss Bank Corp 1987 - 1990
Skills
Economic Development, Government, Capital Markets, Leadership, Economics, Risk Management, Business Strategy, International Relations, Strategic Planning, Program Management, Investment Banking, Financial Analysis, Governance, Business Development, Public Speaking, Banking, Data Analysis, Politics, Investments, Management, Nonprofits, New Business Development, Negotiation, Program Evaluation, Project Management, Team Leadership, Post-conflict..., International Political..., International Business, Team Building, Leadership Development, Change Management, Microsoft Excel, U.S. foreign policy, Interest Rate..., Global Affairs, Team Management, Coaching, Key Account Management, Quality Assurance, Microsoft Office, Qualitative Research, Partnerships, Global Partnerships, Client Relationship..., Excel, Quantitative, Middle East Politics, Oil & Gas Industry, Oil & Gas Exploration
Education
Denison University
BA, Political Science, International Economic Development, Middle East Conflict
University of Virginia
completed coursework towards Masters of Arts in International Political Economy, Graduate studies in International Political Economy, International Political Theory
Jake Kemeny Jake Kemeny's Bankers Trust Experience September 1997 - August 1999
Job Principal at Prudential Fixed Income
Industry Financial Services
Experience
Prudential Fixed Income September 2013 - Present
Morgan Stanley August 2003 - September 2013
Investcorp September 1999 - August 2001
Bankers Trust September 1997 - August 1999
Skills
Investment Banking, Fixed Income, Capital Markets, Equities, Hedge Funds, Valuation, Derivatives, Financial Modeling, Private Equity, Investments, Alternative Investments, Corporate Finance, Bloomberg, Asset Management, Portfolio Management, Equity Research, Due Diligence, Credit Derivatives, Trading, Financial Analysis, Mergers & Acquisitions, Mergers
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Corporate Finance and Accounting
Columbia University in the City of New York 1993 — 1997
BA, Urban Studies, Political Science
Prudential Fixed Income September 2013 - Present
Morgan Stanley August 2003 - September 2013
Investcorp September 1999 - August 2001
Bankers Trust September 1997 - August 1999
Skills
Investment Banking, Fixed Income, Capital Markets, Equities, Hedge Funds, Valuation, Derivatives, Financial Modeling, Private Equity, Investments, Alternative Investments, Corporate Finance, Bloomberg, Asset Management, Portfolio Management, Equity Research, Due Diligence, Credit Derivatives, Trading, Financial Analysis, Mergers & Acquisitions, Mergers
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Corporate Finance and Accounting
Columbia University in the City of New York 1993 — 1997
BA, Urban Studies, Political Science
Murphy Wilson Murphy Wilson's Bankers Trust Experience 1997 - 1998
Job Sales Associate at Keller Williams Midtown Direct
Industry Real Estate
Experience
Keller Williams Realty August 2009 - Present
JP Morgan 2000 - 2000
SG Cowan 1998 - 1998
Bankers Trust 1997 - 1998
Kidder Peabody 1989 - 1995
Barclays Bank 1981 - 1987
Skills
Real Estate, Property Tax Appeals, Investment Properties, Real Estate Investment, Residential, Analysis, Sellers, Selling, Relocation, Sales Management, Condos, Residential Homes, Commercial Real Estate, Real Estate Transactions, Luxury, Negotiation, Property Tax, Sales, First Time Home Buyers
Education
Cornell University 1975 — 1979
BS, Engineering
Pace University
MBA, Finance
Keller Williams Realty August 2009 - Present
JP Morgan 2000 - 2000
SG Cowan 1998 - 1998
Bankers Trust 1997 - 1998
Kidder Peabody 1989 - 1995
Barclays Bank 1981 - 1987
Skills
Real Estate, Property Tax Appeals, Investment Properties, Real Estate Investment, Residential, Analysis, Sellers, Selling, Relocation, Sales Management, Condos, Residential Homes, Commercial Real Estate, Real Estate Transactions, Luxury, Negotiation, Property Tax, Sales, First Time Home Buyers
Education
Cornell University 1975 — 1979
BS, Engineering
Pace University
MBA, Finance
Walter Callender Walter Callender's Bankers Trust Experience 1986 - 1997
Job
Industry Information Technology and Services
Experience
C Squared Strategy LLC September 2001 - Present
MicroModelingAssociates/Plural 1998 - 2001
Bankers Trust 1986 - 1997
Skills
Strategy, Start-ups, Strategic Partnerships, SaaS, Product Management, Business Strategy, Business Development, Strategic Planning, Enterprise Software, Go-to-market Strategy, Management Consulting, Business Analysis, Cloud Computing, Mergers & Acquisitions, Business Intelligence
Education
Columbia Business School
MBA, Marketing and Finance
Dartmouth College
AB, Government
C Squared Strategy LLC September 2001 - Present
MicroModelingAssociates/Plural 1998 - 2001
Bankers Trust 1986 - 1997
Skills
Strategy, Start-ups, Strategic Partnerships, SaaS, Product Management, Business Strategy, Business Development, Strategic Planning, Enterprise Software, Go-to-market Strategy, Management Consulting, Business Analysis, Cloud Computing, Mergers & Acquisitions, Business Intelligence
Education
Columbia Business School
MBA, Marketing and Finance
Dartmouth College
AB, Government
Charlie Weidman, CFP®, MBA Charlie Weidman, CFP®, MBA's Bankers Trust Experience May 1994 - June 1999
Job CERTIFIED FINANCIAL PLANNER ™ at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2012 - Present
Financial Focus LLC 2007 - March 2012
Bleakley, Dwyer, Schwartz, Cooney and Finney LLC 2005 - 2007
HSBC 2002 - 2004
Citigroup June 1999 - December 2001
Bankers Trust May 1994 - June 1999
Northern Trust 1988 - 1994
Skills
Retirement Planning, Wealth Management, Estate Planning, Investment Advisory, Asset Management, Insurance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1982 — 1984
MBA, Finance
Eastern Illinois University 1976 — 1980
BA Business, Finance, Economics, Accounting
LPL Financial March 2012 - Present
Financial Focus LLC 2007 - March 2012
Bleakley, Dwyer, Schwartz, Cooney and Finney LLC 2005 - 2007
HSBC 2002 - 2004
Citigroup June 1999 - December 2001
Bankers Trust May 1994 - June 1999
Northern Trust 1988 - 1994
Skills
Retirement Planning, Wealth Management, Estate Planning, Investment Advisory, Asset Management, Insurance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1982 — 1984
MBA, Finance
Eastern Illinois University 1976 — 1980
BA Business, Finance, Economics, Accounting
Waltrine Cooke Waltrine Cooke's Bankers Trust Experience June 1998 - June 1999
Job Real Estate Sales Consultant
Industry Real Estate
Experience
Warburg Realty Partnership March 2007 - March 2011
Lee Hecht Harrison 2001 - 2011
The Corcoran Group June 2005 - January 2007
Bankers Trust June 1998 - June 1999
KPMG September 1997 - June 1998
American Express November 1984 - June 1996
Marymount Manhattan College February 1983 - October 1984
Union Carbide June 1976 - December 1981
Mobil Oil January 1975 - June 1976
Education
Simmons College 1971 — 1973
1973, Sociology
Drew University 1969 — 1971
Warburg Realty Partnership March 2007 - March 2011
Lee Hecht Harrison 2001 - 2011
The Corcoran Group June 2005 - January 2007
Bankers Trust June 1998 - June 1999
KPMG September 1997 - June 1998
American Express November 1984 - June 1996
Marymount Manhattan College February 1983 - October 1984
Union Carbide June 1976 - December 1981
Mobil Oil January 1975 - June 1976
Education
Simmons College 1971 — 1973
1973, Sociology
Drew University 1969 — 1971
Robert Silver's Bankers Trust Experience 1988 - 2000
Job Head of Central Funding Technology at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets July 2013 - Present
UBS May 2004 - 2013
Deutsche Bank 2000 - 2004
Bankers Trust 1988 - 2000
Goldman Sachs 1985 - 1988
Exxon August 1980 - September 1985
Skills
Prime Brokerage, Fixed Income, Equities, Risk Management, Credit Risk, Derivatives, Collateral Management, Trading, FX Options, Financial Risk, Hedge Funds, Portfolio Management, Valuation, Market Risk, Asset Management, Financial Markets, Quantitative Analytics, Architecture, Dodd-Frank, Market Risk Management, Optimizations, Margin Management, New Product Development, OTC-CCP
Education
Columbia University 1997 — 1998
MBA
Polytechnic University (NYU) 1976 — 1980
MS, Engineering
Polytechnic University (NYU) 1976 — 1980
BS, Engineering
RBC Capital Markets July 2013 - Present
UBS May 2004 - 2013
Deutsche Bank 2000 - 2004
Bankers Trust 1988 - 2000
Goldman Sachs 1985 - 1988
Exxon August 1980 - September 1985
Skills
Prime Brokerage, Fixed Income, Equities, Risk Management, Credit Risk, Derivatives, Collateral Management, Trading, FX Options, Financial Risk, Hedge Funds, Portfolio Management, Valuation, Market Risk, Asset Management, Financial Markets, Quantitative Analytics, Architecture, Dodd-Frank, Market Risk Management, Optimizations, Margin Management, New Product Development, OTC-CCP
Education
Columbia University 1997 — 1998
MBA
Polytechnic University (NYU) 1976 — 1980
MS, Engineering
Polytechnic University (NYU) 1976 — 1980
BS, Engineering
Sugun Kapoor's Bankers Trust Experience July 1993 - April 1998
Job
Industry Banking
Experience
Capco August 2015 - Present
Wells Fargo Securities January 2008 - August 2015
Citigroup Inc September 2002 - January 2008
Lehman Brothers October 1998 - September 2002
Swiss Bank Corp April 1998 - October 1998
Bankers Trust July 1993 - April 1998
Skills
Equities, Equity Derivatives, Securities, Middle Office, Derivatives, Financial Risk, Market Risk, Capital Markets, Investments
Education
Pace University 1991 — 1993
MBA
Delhi University 1986 — 1989
B Com-Honors
MNSS Rai 1984 — 1986
High School
St Xaviers, Nashik
Capco August 2015 - Present
Wells Fargo Securities January 2008 - August 2015
Citigroup Inc September 2002 - January 2008
Lehman Brothers October 1998 - September 2002
Swiss Bank Corp April 1998 - October 1998
Bankers Trust July 1993 - April 1998
Skills
Equities, Equity Derivatives, Securities, Middle Office, Derivatives, Financial Risk, Market Risk, Capital Markets, Investments
Education
Pace University 1991 — 1993
MBA
Delhi University 1986 — 1989
B Com-Honors
MNSS Rai 1984 — 1986
High School
St Xaviers, Nashik
Curtis Villars's Bankers Trust Experience 1993 - 1995
Job Vice President Product and Innovation at MasterCard
Industry Marketing and Advertising
Experience
MasterCard Advisors April 2013 - Present
MasterCard Advisors April 2011 - April 2013
Experian August 2006 - May 2011
Digitas January 2005 - August 2006
American Express 1995 - 2005
Bankers Trust 1993 - 1995
Deloitte 1993 - 1993
Grolier Publishing 1991 - 1993
Merrill Lynch 1987 - 1991
Bell Labs 1983 - 1987
Skills
Database Marketing, Analytics, Segmentation, Marketing Analytics, Customer Insight, Multi-channel Marketing, Web Analytics, Statistical Modeling, Risk Management, Analysis, Predictive Modeling, Predictive Analytics, Customer Acquisition, Customer Analysis, Direct Marketing, Loyalty Marketing, Loyalty Programs, Digital Marketing, SAS, Strategic Partnerships, Credit Cards, Channel Optimization, Financial Services, Business Analytics, CRM, Data Mining, Online Advertising, Quantitative Analytics, Data Analytic, Business Intelligence, Data Analytics, Business Development, Online Marketing, Strategy, Lead Generation, Interactive Marketing, Management, Leadership, Marketing, Consulting, Product Management, Integrated Marketing
Education
New York University 1985 — 1987
MS, Economics
University of Minnesota 1981 — 1983
MBA, Quantitative Analysis
Concordia College 1977 — 1980
BA, Economics, Mathematics
MasterCard Advisors April 2013 - Present
MasterCard Advisors April 2011 - April 2013
Experian August 2006 - May 2011
Digitas January 2005 - August 2006
American Express 1995 - 2005
Bankers Trust 1993 - 1995
Deloitte 1993 - 1993
Grolier Publishing 1991 - 1993
Merrill Lynch 1987 - 1991
Bell Labs 1983 - 1987
Skills
Database Marketing, Analytics, Segmentation, Marketing Analytics, Customer Insight, Multi-channel Marketing, Web Analytics, Statistical Modeling, Risk Management, Analysis, Predictive Modeling, Predictive Analytics, Customer Acquisition, Customer Analysis, Direct Marketing, Loyalty Marketing, Loyalty Programs, Digital Marketing, SAS, Strategic Partnerships, Credit Cards, Channel Optimization, Financial Services, Business Analytics, CRM, Data Mining, Online Advertising, Quantitative Analytics, Data Analytic, Business Intelligence, Data Analytics, Business Development, Online Marketing, Strategy, Lead Generation, Interactive Marketing, Management, Leadership, Marketing, Consulting, Product Management, Integrated Marketing
Education
New York University 1985 — 1987
MS, Economics
University of Minnesota 1981 — 1983
MBA, Quantitative Analysis
Concordia College 1977 — 1980
BA, Economics, Mathematics
Chuck Gulden's Bankers Trust Experience July 1983 - May 1985
Job Partner at Boomerang Capital
Industry Investment Management
Experience
Boomerang Capital March 2012 - Present
Windbourne Partners January 2012 - Present
TIG Advisors, LLC October 2000 - December 2011
Hansberger Global Investors July 1996 - September 2000
Franklin Templeton Group May 1989 - June 1996
SEI Investments May 1986 - May 1989
Key Financial Systems May 1985 - May 1986
Bankers Trust July 1983 - May 1985
Skills
Hedge Funds, Alternative Investments, Asset Managment, Investor Relations, Emerging Markets, Portfolio Management, Mutual Funds, Investment Strategies, Capital Raising, Financial Advisory, Due Diligence, Financial Services, Asset Management, Fund Of Funds, Valuation, Financial Markets, Family Office, Investment Management, Investment Advisory
Education
Denison University 1979 — 1983
BA, Economics and Political Science
The Hotchkiss School 1975 — 1979
Rye Country Day School 1966 — 1975
Boomerang Capital March 2012 - Present
Windbourne Partners January 2012 - Present
TIG Advisors, LLC October 2000 - December 2011
Hansberger Global Investors July 1996 - September 2000
Franklin Templeton Group May 1989 - June 1996
SEI Investments May 1986 - May 1989
Key Financial Systems May 1985 - May 1986
Bankers Trust July 1983 - May 1985
Skills
Hedge Funds, Alternative Investments, Asset Managment, Investor Relations, Emerging Markets, Portfolio Management, Mutual Funds, Investment Strategies, Capital Raising, Financial Advisory, Due Diligence, Financial Services, Asset Management, Fund Of Funds, Valuation, Financial Markets, Family Office, Investment Management, Investment Advisory
Education
Denison University 1979 — 1983
BA, Economics and Political Science
The Hotchkiss School 1975 — 1979
Rye Country Day School 1966 — 1975
Talia Rocha's Bankers Trust Experience February 2004 - December 2004
Job Relationship & Marketing Associate
Industry Financial Services
Experience
Callahan & Associates December 2013 - Present
The Legend Group March 2009 - November 2013
First Universal Lending January 2008 - February 2009
Wells Fargo Financial October 2005 - November 2007
Bankers Trust February 2004 - December 2004
Bankers Trust September 2003 - January 2004
Bankers Trust May 2003 - August 2003
The Drake Hotel April 2001 - July 2002
Skills
Sales, Marketing, Microsoft Office, Operations Management, Marketing Strategy, Project Management, Financial Analysis, Mutual Funds, Account Reconciliation, Strategic Planning, Analysis, Management, Human Resources, Insurance, Customer Service, Forecasting, CRM, Training, Event Management, Salesforce.com, Banking, Market Research, Finance, Public Relations, Project Planning, Leadership, Nonprofits, Budgets, Business Planning, Data Analysis, Business Development, Performance Management, Account Management, Business Strategy, Team Building, Risk Management, Sales Management, New Business Development, Team Leadership, Coaching, Process Improvement, Microsoft Excel, Social Media Marketing, Marketing Communications
Education
Drake University 2002 — 2005
BSBA, Marketing and Management with honors
Paris Ecole de Roches 2005 — 2005
French Language Studies
Universidad del Pacífico (PE) 1999 — 2001
General Studies, March 1999- March 2001
Liceo Naval Almirante Guise
Callahan & Associates December 2013 - Present
The Legend Group March 2009 - November 2013
First Universal Lending January 2008 - February 2009
Wells Fargo Financial October 2005 - November 2007
Bankers Trust February 2004 - December 2004
Bankers Trust September 2003 - January 2004
Bankers Trust May 2003 - August 2003
The Drake Hotel April 2001 - July 2002
Skills
Sales, Marketing, Microsoft Office, Operations Management, Marketing Strategy, Project Management, Financial Analysis, Mutual Funds, Account Reconciliation, Strategic Planning, Analysis, Management, Human Resources, Insurance, Customer Service, Forecasting, CRM, Training, Event Management, Salesforce.com, Banking, Market Research, Finance, Public Relations, Project Planning, Leadership, Nonprofits, Budgets, Business Planning, Data Analysis, Business Development, Performance Management, Account Management, Business Strategy, Team Building, Risk Management, Sales Management, New Business Development, Team Leadership, Coaching, Process Improvement, Microsoft Excel, Social Media Marketing, Marketing Communications
Education
Drake University 2002 — 2005
BSBA, Marketing and Management with honors
Paris Ecole de Roches 2005 — 2005
French Language Studies
Universidad del Pacífico (PE) 1999 — 2001
General Studies, March 1999- March 2001
Liceo Naval Almirante Guise
Rodney Sunada-Wong's Bankers Trust Experience September 1993 - May 1999
Job Firm Market Risk at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2008 - Present
Merrill Lynch April 2000 - June 2008
Deutsche Bank May 1999 - March 2000
Bankers Trust September 1993 - May 1999
Bankers Trust September 1992 - August 1993
Commodities Corporation (Goldman Sachs) November 1988 - August 1990
National Security Agency September 1985 - October 1988
Skills
Market Risk, ALM, CVA, MBS, ABS, Residential Mortgages, Deposit modeling, Dodd-Frank, Derivatives, Fixed Income, Portfolio Management
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA
Harvard University 1981 — 1985
A.B.
Bronx High School of Science
Morgan Stanley July 2008 - Present
Merrill Lynch April 2000 - June 2008
Deutsche Bank May 1999 - March 2000
Bankers Trust September 1993 - May 1999
Bankers Trust September 1992 - August 1993
Commodities Corporation (Goldman Sachs) November 1988 - August 1990
National Security Agency September 1985 - October 1988
Skills
Market Risk, ALM, CVA, MBS, ABS, Residential Mortgages, Deposit modeling, Dodd-Frank, Derivatives, Fixed Income, Portfolio Management
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA
Harvard University 1981 — 1985
A.B.
Bronx High School of Science
Paul Yater's Bankers Trust Experience June 1994 - September 1995
Job SVP Chief Information Officer GNC
Industry Retail
Experience
GNC August 2013 - Present
Dick's Sporting Goods November 2008 - August 2013
Dick's Sporting Goods November 2004 - November 2008
H.J. Heinz December 1997 - October 2004
IBM September 1995 - December 1997
Bankers Trust June 1994 - September 1995
Skills
Vendor Management, Process Improvement, SDLC, Business Process..., IT Management, Disaster Recovery, Cross-functional Team..., Business Analysis, Business Intelligence, Leadership, Strategic Planning, IT Strategy, Operations Management, Team Building, Succession Planning, Strategic Financial..., Business Case, Risk Management, Supply Chain, Integration, Security, Management, Enterprise Software, Project Planning, Business Process, Budgets, Analytics, Business Strategy, Strategy, Forecasting, Software Development, SAP, Consulting, Executive Management, ERP, Team Leadership, Program Management, CRM, Information Technology, Change Management, Outsourcing, Analysis, Project Management, Retail, Management Consulting, Software Project..., Procurement, Project Portfolio..., P&L Management, Governance
Education
Dickinson Center for European Studies - Bologna Italy
Dickinson College
Bachelor of Arts, Policy and Management Studies/Political Science
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Strategy and Information Systems
GNC August 2013 - Present
Dick's Sporting Goods November 2008 - August 2013
Dick's Sporting Goods November 2004 - November 2008
H.J. Heinz December 1997 - October 2004
IBM September 1995 - December 1997
Bankers Trust June 1994 - September 1995
Skills
Vendor Management, Process Improvement, SDLC, Business Process..., IT Management, Disaster Recovery, Cross-functional Team..., Business Analysis, Business Intelligence, Leadership, Strategic Planning, IT Strategy, Operations Management, Team Building, Succession Planning, Strategic Financial..., Business Case, Risk Management, Supply Chain, Integration, Security, Management, Enterprise Software, Project Planning, Business Process, Budgets, Analytics, Business Strategy, Strategy, Forecasting, Software Development, SAP, Consulting, Executive Management, ERP, Team Leadership, Program Management, CRM, Information Technology, Change Management, Outsourcing, Analysis, Project Management, Retail, Management Consulting, Software Project..., Procurement, Project Portfolio..., P&L Management, Governance
Education
Dickinson Center for European Studies - Bologna Italy
Dickinson College
Bachelor of Arts, Policy and Management Studies/Political Science
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Strategy and Information Systems
Nick Kourasis's Bankers Trust Experience 1997 - 1998
Job Senior QA Lead at AIG Life
Industry Information Technology and Services
Experience
AIG Life October 2012 - February 2015
MetLife April 2012 - July 2012
Bloomingdales.com October 2011 - January 2012
Daiichi Sankyo September 2008 - February 2011
Keane Inc. November 2005 - March 2008
JPMorganChase October 2000 - July 2004
Deutsche Bank Securities June 1999 - September 2000
Bankers Trust 1997 - 1998
NYNEX/Bell Atlantic/Verizon 1994 - 1997
NYNEX 1992 - 1995
Skills
Software Quality..., User Acceptance Testing, SDLC, Quality Assurance, Quality Center, QTP, Test Planning, Testing, Regression Testing, Test Cases, Test Management, System Testing, Resource Management, Agile Methodologies, Requirements Gathering, Business Analysis, Manual Testing, HP QTP, HP Quality Center
Education
Deree College 1984 — 1987
Deree College
Computer and Information Systems Security/Information Assurance
AIG Life October 2012 - February 2015
MetLife April 2012 - July 2012
Bloomingdales.com October 2011 - January 2012
Daiichi Sankyo September 2008 - February 2011
Keane Inc. November 2005 - March 2008
JPMorganChase October 2000 - July 2004
Deutsche Bank Securities June 1999 - September 2000
Bankers Trust 1997 - 1998
NYNEX/Bell Atlantic/Verizon 1994 - 1997
NYNEX 1992 - 1995
Skills
Software Quality..., User Acceptance Testing, SDLC, Quality Assurance, Quality Center, QTP, Test Planning, Testing, Regression Testing, Test Cases, Test Management, System Testing, Resource Management, Agile Methodologies, Requirements Gathering, Business Analysis, Manual Testing, HP QTP, HP Quality Center
Education
Deree College 1984 — 1987
Deree College
Computer and Information Systems Security/Information Assurance
Fred Wang's Bankers Trust Experience 1998 - 1999
Job CoFounder/Partner at Hudson Cove Capital Management LLC
Industry Financial Services
Experience
Hudson Cove Capital Management LLC August 2009 - Present
FW Capital Advisors LLC January 2009 - August 2009
Merrill Lynch September 2006 - January 2009
Goldman Sachs 2000 - 2006
Deutsche Bank 1999 - 2000
Bankers Trust 1998 - 1999
PwC 1997 - 1998
Kwasha Lipton Group 1995 - 1997
Education
Columbia University in the City of New York 1991 — 1995
The Lawrenceville School
Hudson Cove Capital Management LLC August 2009 - Present
FW Capital Advisors LLC January 2009 - August 2009
Merrill Lynch September 2006 - January 2009
Goldman Sachs 2000 - 2006
Deutsche Bank 1999 - 2000
Bankers Trust 1998 - 1999
PwC 1997 - 1998
Kwasha Lipton Group 1995 - 1997
Education
Columbia University in the City of New York 1991 — 1995
The Lawrenceville School
Andrew Henry's Bankers Trust Experience 1997 - 1998
Job Portfolio Manager at Gladius Capital Management
Industry Financial Services
Experience
Gladius Capital Management LP May 2014 - Present
Walleye Trading September 2012 - April 2013
Breakwater Trading March 2012 - June 2012
CIBC April 2005 - October 2010
FHS Investments 2003 - 2004
First Union 1998 - 2002
Bankers Trust 1997 - 1998
O'Connor / Swiss Bank 1992 - 1996
Education
Cornell University - S.C. Johnson Graduate School of Management 1990 — 1992
MBA
Pennsylvania State University 1983 — 1987
BS, Economics
Gladius Capital Management LP May 2014 - Present
Walleye Trading September 2012 - April 2013
Breakwater Trading March 2012 - June 2012
CIBC April 2005 - October 2010
FHS Investments 2003 - 2004
First Union 1998 - 2002
Bankers Trust 1997 - 1998
O'Connor / Swiss Bank 1992 - 1996
Education
Cornell University - S.C. Johnson Graduate School of Management 1990 — 1992
MBA
Pennsylvania State University 1983 — 1987
BS, Economics
Terese Mariani Taylor's Bankers Trust Experience 1995 - 1999
Job Director Credit Cash Trading IT & Regional Admin Head of Fixed Income IT
Industry Financial Services
Experience
Credit Suisse July 2013 - Present
Credit Suisse October 2012 - Present
Credit Suisse August 2008 - Present
Deutsche Bank November 1995 - August 2008
Bankers Trust 1995 - 1999
Lehman Brothers 1991 - 1995
Dun and Bradstreet 1989 - 1991
Skills
Vendor Management, Risk Management, Project Management, Management, IT Operations, Loans, Back Office, Infrastructure, Team Management, Talent Management, Investment Banking, Fixed Income, Capital Markets, Derivatives, Business Analysis, Equities, Banking, SDLC, Commercial Banking, Trading Systems, Credit
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance, International Business
University of North Carolina at Chapel Hill 1982 — 1986
BA, History & Political Science
Credit Suisse July 2013 - Present
Credit Suisse October 2012 - Present
Credit Suisse August 2008 - Present
Deutsche Bank November 1995 - August 2008
Bankers Trust 1995 - 1999
Lehman Brothers 1991 - 1995
Dun and Bradstreet 1989 - 1991
Skills
Vendor Management, Risk Management, Project Management, Management, IT Operations, Loans, Back Office, Infrastructure, Team Management, Talent Management, Investment Banking, Fixed Income, Capital Markets, Derivatives, Business Analysis, Equities, Banking, SDLC, Commercial Banking, Trading Systems, Credit
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance, International Business
University of North Carolina at Chapel Hill 1982 — 1986
BA, History & Political Science
Rose Sculley's Bankers Trust Experience 1978 - 1987
Job Director of Administration at New York University
Industry Management Consulting
Experience
New York University October 2008 - Present
Rose Sculley Consultant November 2007 - October 2008
Women's World Banking October 2000 - November 2007
Women's World Banking October 1990 - September 2000
HSBC 1987 - 1990
Bankers Trust 1978 - 1987
Loeb Rhoades & Co. 1977 - 1978
Skills
Corporate Finance, Entrepreneurship, Non-profits, Financial Modeling
Education
Columbia University - Columbia Business School 1975 — 1977
MBA, Finance
New York University October 2008 - Present
Rose Sculley Consultant November 2007 - October 2008
Women's World Banking October 2000 - November 2007
Women's World Banking October 1990 - September 2000
HSBC 1987 - 1990
Bankers Trust 1978 - 1987
Loeb Rhoades & Co. 1977 - 1978
Skills
Corporate Finance, Entrepreneurship, Non-profits, Financial Modeling
Education
Columbia University - Columbia Business School 1975 — 1977
MBA, Finance
Erik Norland's Bankers Trust Experience 1996 - 1997
Job Executive Director Senior Economist at CME Group
Industry Capital Markets
Experience
CME Group January 2015 - Present
BEAM LLC (Bayesian Efficient Asset Managemt) May 2011 - December 2014
EQA Partners LP May 2007 - April 2011
Natixis 2004 - 2007
CDC 1997 - 2004
Bankers Trust 1996 - 1997
Skills
Derivatives, FX Options, Trading, Hedge Funds, Portfolio Management, Investments, Fixed Income, Equities, Economics, Capital Markets, Options, Electronic Trading, Bloomberg, Asset Management, Financial Markets, Fund Of Funds, Alternative Investments, Trading Systems, Investment Strategies, Structured Products
Education
CFA Institute 2003 — 2008
CFA Charterholder, Finance
Columbia University in the City of New York 1997 — 1999
MA, Statistics
St. Mary's College of Maryland 1992 — 1996
BA, Economics, Political Science
CME Group January 2015 - Present
BEAM LLC (Bayesian Efficient Asset Managemt) May 2011 - December 2014
EQA Partners LP May 2007 - April 2011
Natixis 2004 - 2007
CDC 1997 - 2004
Bankers Trust 1996 - 1997
Skills
Derivatives, FX Options, Trading, Hedge Funds, Portfolio Management, Investments, Fixed Income, Equities, Economics, Capital Markets, Options, Electronic Trading, Bloomberg, Asset Management, Financial Markets, Fund Of Funds, Alternative Investments, Trading Systems, Investment Strategies, Structured Products
Education
CFA Institute 2003 — 2008
CFA Charterholder, Finance
Columbia University in the City of New York 1997 — 1999
MA, Statistics
St. Mary's College of Maryland 1992 — 1996
BA, Economics, Political Science
Dennis Krien's Bankers Trust Experience May 1983 - July 1986
Job Manager at KPMG
Industry Outsourcing/Offshoring
Experience
N/A ManagerKPMGFebruary 2011 - February 2012
EquaTerra November 2006 - March 2011
Avanti Advisory June 2004 - October 2006
JP Morgan Chase January 2002 - July 2003
JP Morgan August 1986 - December 2001
Bankers Trust May 1983 - July 1986
simplan systems inc. December 1980 - January 1983
Interactive Data December 1975 - November 1980
First Pennsylvania Bank March 1974 - November 1976
Education
Drexel University 1967 — 1973
BS, Mathematics
N/A ManagerKPMGFebruary 2011 - February 2012
EquaTerra November 2006 - March 2011
Avanti Advisory June 2004 - October 2006
JP Morgan Chase January 2002 - July 2003
JP Morgan August 1986 - December 2001
Bankers Trust May 1983 - July 1986
simplan systems inc. December 1980 - January 1983
Interactive Data December 1975 - November 1980
First Pennsylvania Bank March 1974 - November 1976
Education
Drexel University 1967 — 1973
BS, Mathematics
Karen Furleigh's Bankers Trust Experience 1985 - 1995
Job Compliance Consultant IV at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2006 - Present
Midwest Heritage Bank 1999 - 2006
Commercial Federal Bank 1998 - 1999
AmerUs Bank 1995 - 1998
Bankers Trust 1985 - 1995
Skills
Compliance, Risk, Banking, Internal Audit, Risk Management, Financial Services, Credit, Security, Credit Cards, Financial Risk, AML, Fraud, Operational Risk..., Management, Retail Banking, Loans, OFAC, Operational Risk, Enterprise Risk..., Payments, Consumer Lending, Bank Secrecy Act, Mortgage Lending, Credit Risk, Debit Cards, Finance, Cross Selling, Electronic Payments, Portfolio Management, Credit Analysis, Anti Money Laundering
Education
Des Moines Area Community College
Wells Fargo August 2006 - Present
Midwest Heritage Bank 1999 - 2006
Commercial Federal Bank 1998 - 1999
AmerUs Bank 1995 - 1998
Bankers Trust 1985 - 1995
Skills
Compliance, Risk, Banking, Internal Audit, Risk Management, Financial Services, Credit, Security, Credit Cards, Financial Risk, AML, Fraud, Operational Risk..., Management, Retail Banking, Loans, OFAC, Operational Risk, Enterprise Risk..., Payments, Consumer Lending, Bank Secrecy Act, Mortgage Lending, Credit Risk, Debit Cards, Finance, Cross Selling, Electronic Payments, Portfolio Management, Credit Analysis, Anti Money Laundering
Education
Des Moines Area Community College
Emily Abbas's Bankers Trust Experience April 2015 - Present
Job Chief Marketing Officer at Bankers Trust
Industry Banking
Experience
Bankers Trust April 2015 - Present
Bankers Trust September 2014 - Present
Drake University and Simpson College 2012 - Present
Strategic America August 2013 - September 2014
Aviva USA June 2012 - August 2013
Aviva USA September 2011 - June 2012
Aviva USA July 2009 - September 2011
GuideOne Insurance August 1999 - July 2009
Iowa State Fair Blue Ribbon Foundation June 1997 - August 1999
MidAmerican Energy 1996 - 1997
Skills
Public Relations, Event Planning, Speech Writing, Media Relations, Crisis Communications, Marketing, Advertising, Publicity, Corporate Communications, Internal Communications, Marketing Communications, Social Media, Strategic Communications, Press Releases, Customer Retention, Strategic Leadership, Corporate Social..., Marketing Strategy, Strategic Planning, Leadership, Change Management, Project Management, Management, Sales, Strategy, Integrated Marketing, Newsletters, Direct Marketing, Editing, Program Management, Fundraising, Coaching, Copywriting, Event Management, Social Media Marketing, Business Strategy, Social Networking, Project Planning, Email Marketing, Creative Direction, Nonprofits, Sponsorship, Human Resources, Reputation Management, Internal & External..., Communications Planning, Communication Training, Blogging, Facebook, Public Speaking
Education
Drake University 2007 — 2009
Masters in Communication Leadership (MCL)
Greater Des Moines Leadership Institute 2003 — 2004
Community Leadership Class
Drake University 1995 — 1997
Public Relations
University of St. Thomas 1993 — 1995
Communications
Roosevelt High School 1989 — 1993
Bankers Trust April 2015 - Present
Bankers Trust September 2014 - Present
Drake University and Simpson College 2012 - Present
Strategic America August 2013 - September 2014
Aviva USA June 2012 - August 2013
Aviva USA September 2011 - June 2012
Aviva USA July 2009 - September 2011
GuideOne Insurance August 1999 - July 2009
Iowa State Fair Blue Ribbon Foundation June 1997 - August 1999
MidAmerican Energy 1996 - 1997
Skills
Public Relations, Event Planning, Speech Writing, Media Relations, Crisis Communications, Marketing, Advertising, Publicity, Corporate Communications, Internal Communications, Marketing Communications, Social Media, Strategic Communications, Press Releases, Customer Retention, Strategic Leadership, Corporate Social..., Marketing Strategy, Strategic Planning, Leadership, Change Management, Project Management, Management, Sales, Strategy, Integrated Marketing, Newsletters, Direct Marketing, Editing, Program Management, Fundraising, Coaching, Copywriting, Event Management, Social Media Marketing, Business Strategy, Social Networking, Project Planning, Email Marketing, Creative Direction, Nonprofits, Sponsorship, Human Resources, Reputation Management, Internal & External..., Communications Planning, Communication Training, Blogging, Facebook, Public Speaking
Education
Drake University 2007 — 2009
Masters in Communication Leadership (MCL)
Greater Des Moines Leadership Institute 2003 — 2004
Community Leadership Class
Drake University 1995 — 1997
Public Relations
University of St. Thomas 1993 — 1995
Communications
Roosevelt High School 1989 — 1993
Koya Noe's Bankers Trust Experience June 1994 - September 1996
Job Cofounder/CEO at BioClarity Analytics, LLC
Industry Information Technology and Services
Experience
BioClarity Analytics, LLC May 2014 - Present
Health Director, LLC August 2009 - May 2014
ZYTO Technolgies January 2008 - July 2008
InteMedica January 2007 - January 2008
Bank of America (Montgomery Securities) May 2001 - July 2003
Bankers Trust June 1994 - September 1996
Skills
Small Business, Entrepreneurship, Public Speaking, Online Marketing, Strategic Planning, Equities, Start-ups, Equity Research, Economics, Research, Social Media, Customer Service, Team Building, New Business Development, Management, Nonprofits, Leadership, Business Development, Strategy, Marketing Strategy
Education
Dartmouth College 1990 — 1994
BA, Economics
BioClarity Analytics, LLC May 2014 - Present
Health Director, LLC August 2009 - May 2014
ZYTO Technolgies January 2008 - July 2008
InteMedica January 2007 - January 2008
Bank of America (Montgomery Securities) May 2001 - July 2003
Bankers Trust June 1994 - September 1996
Skills
Small Business, Entrepreneurship, Public Speaking, Online Marketing, Strategic Planning, Equities, Start-ups, Equity Research, Economics, Research, Social Media, Customer Service, Team Building, New Business Development, Management, Nonprofits, Leadership, Business Development, Strategy, Marketing Strategy
Education
Dartmouth College 1990 — 1994
BA, Economics
Lin Katzenstein's Bankers Trust Experience 1986 - 1994
Job Investment Service Rep at USAA
Industry Investment Management
Experience
USAA May 2009 - June 2014
ING Funds 2004 - 2008
ING Funds 2004 - 2008
Fidelity Investments 1996 - 2002
Fidelity Investments 1994 - 1996
Bankers Trust 1986 - 1994
Skills
Mutual Funds, Fixed Income, Investments, Portfolio Management, Asset Management, Asset Allocation, Wealth Management, Series 7, Series 24, Series 66
Education
Columbia University - School of International and Public Affairs
Masters of International Affairs & Certificate, East Asian Institute, Chinese Studies
Fordham Gabelli School of Business
MBA, Finance
University of Wisconsin-Madison
Bachelor of Arts, History
USAA May 2009 - June 2014
ING Funds 2004 - 2008
ING Funds 2004 - 2008
Fidelity Investments 1996 - 2002
Fidelity Investments 1994 - 1996
Bankers Trust 1986 - 1994
Skills
Mutual Funds, Fixed Income, Investments, Portfolio Management, Asset Management, Asset Allocation, Wealth Management, Series 7, Series 24, Series 66
Education
Columbia University - School of International and Public Affairs
Masters of International Affairs & Certificate, East Asian Institute, Chinese Studies
Fordham Gabelli School of Business
MBA, Finance
University of Wisconsin-Madison
Bachelor of Arts, History
Barbara Scanlon's Bankers Trust Experience 1986 - 1999
Job Chief Administrative Officer at OchZiff Capital Management
Industry Financial Services
Experience
Och-Ziff Capital Management February 2006 - Present
Sagamore Hill Capital Management September 2003 - December 2005
J.H. Whitney and Co., LLC August 2000 - June 2003
Bankers Trust 1986 - 1999
Skills
Human Resources, Employee Benefits, Private Equity, Performance Management, Deferred Compensation, Hedge Funds, Equities, Recruiting
Education
Le Moyne College 1974 — 1979
B.A., English and French
Columbia University in the City of New York
M.A., Organizational Psychology and Change Management
Och-Ziff Capital Management February 2006 - Present
Sagamore Hill Capital Management September 2003 - December 2005
J.H. Whitney and Co., LLC August 2000 - June 2003
Bankers Trust 1986 - 1999
Skills
Human Resources, Employee Benefits, Private Equity, Performance Management, Deferred Compensation, Hedge Funds, Equities, Recruiting
Education
Le Moyne College 1974 — 1979
B.A., English and French
Columbia University in the City of New York
M.A., Organizational Psychology and Change Management
Val Wagner's Bankers Trust Experience 1986 - 1995
Job Client Solutions and Services, MSCI
Industry Financial Services
Experience
MSCI Inc. 2008 - Present
Merrill Lynch 2006 - 2008
Bank of America 2003 - 2006
Bankers Trust 1986 - 1995
Skills
Fixed Income, Change Management, Derivatives, Equities, Alternative Investments, Hedge Funds, Portfolio Management, Asset Management, Investment Management, Trading Systems, Capital Markets, Prime Brokerage, Credit Derivatives
Education
Columbia University in the City of New York 2006 — 2008
MS, Technology Management
Yale University 1976 — 1980
BA, Physics and Philosophy
MSCI Inc. 2008 - Present
Merrill Lynch 2006 - 2008
Bank of America 2003 - 2006
Bankers Trust 1986 - 1995
Skills
Fixed Income, Change Management, Derivatives, Equities, Alternative Investments, Hedge Funds, Portfolio Management, Asset Management, Investment Management, Trading Systems, Capital Markets, Prime Brokerage, Credit Derivatives
Education
Columbia University in the City of New York 2006 — 2008
MS, Technology Management
Yale University 1976 — 1980
BA, Physics and Philosophy
Andrea Hurst's Bankers Trust Experience June 1998 - June 1999
Job Head of Marketing & Communications, Moelis & Company
Industry Financial Services
Experience
Moelis & Company March 2011 - Present
Citi April 2005 - February 2011
Citigroup January 2004 - March 2005
Citi January 2001 - December 2003
Deutsche Bank June 1999 - December 2000
Bankers Trust June 1998 - June 1999
Lloyd's of London November 1995 - May 1998
Skills
Crisis Communications, Public Relations, Corporate Communications, Media Relations, Corporate Social..., Strategic Communications, Integrated Marketing, Investor Relations, Marketing Communications, Internal Communications, Management, Strategy, Digital Marketing, Crisis Management, Speech Writing, Leadership
Education
Deakin University
Bachelor of Arts (BA), Journalism
Moelis & Company March 2011 - Present
Citi April 2005 - February 2011
Citigroup January 2004 - March 2005
Citi January 2001 - December 2003
Deutsche Bank June 1999 - December 2000
Bankers Trust June 1998 - June 1999
Lloyd's of London November 1995 - May 1998
Skills
Crisis Communications, Public Relations, Corporate Communications, Media Relations, Corporate Social..., Strategic Communications, Integrated Marketing, Investor Relations, Marketing Communications, Internal Communications, Management, Strategy, Digital Marketing, Crisis Management, Speech Writing, Leadership
Education
Deakin University
Bachelor of Arts (BA), Journalism
Christianne Clancy's Bankers Trust Experience 1996 - 1999
Job Business Development Manager, New Business Development & Deal Delivery at Shell
Industry Oil & Energy
Experience
Shell 2015 - Present
Breitburn Energy 2014 - 2015
Quantum Resources Management, LLC 2012 - 2014
Constellation Energy 2005 - 2012
Marchese & Associates Consulting 2002 - 2005
Accenture 1999 - 2002
Bankers Trust 1996 - 1999
Mobil Oil 1995 - 1995
Skills
Energy, Natural Gas, Divestitures, Petroleum, Joint Ventures, Commodity, Due Diligence, Valuation, Financial Modeling, Mergers, Private Equity, Corporate Finance
Education
Cornell University - Johnson Graduate School of Management
MBA, Finance
Skidmore College
BA, Geology, American Studies
Shell 2015 - Present
Breitburn Energy 2014 - 2015
Quantum Resources Management, LLC 2012 - 2014
Constellation Energy 2005 - 2012
Marchese & Associates Consulting 2002 - 2005
Accenture 1999 - 2002
Bankers Trust 1996 - 1999
Mobil Oil 1995 - 1995
Skills
Energy, Natural Gas, Divestitures, Petroleum, Joint Ventures, Commodity, Due Diligence, Valuation, Financial Modeling, Mergers, Private Equity, Corporate Finance
Education
Cornell University - Johnson Graduate School of Management
MBA, Finance
Skidmore College
BA, Geology, American Studies
Teri Robins's Bankers Trust Experience 1996 - 1996
Job Senior Attorney at ACGME
Industry Legal Services
Experience
ACGME July 2014 - Present
Presence Health December 2013 - June 2014
Robinson & Cole LLP August 2011 - June 2013
Normand Law Ltd June 2007 - July 2011
Teri E. Robins, LLC September 2005 - December 2006
Ulmer & Berne LLP 2001 - 2005
NCR Corporation June 1999 - August 1999
BBV LatInvest September 1997 - December 1998
Bankers Trust 1996 - 1996
Frederick Goldman January 1995 - December 1995
Skills
Health Law, Employment Contracts, Reproductive Law, Employment..., Corporate Law, Employment Law, Legal Research, Legal Assistance, Legal Writing
Education
University of Cincinnati College of Law 1998 — 2001
JD
Columbia University - Columbia Business School 1995 — 1997
MBA
Emory University 1989 — 1993
BBA, business, Spanish
Emory University - Goizueta Business School 1989 — 1993
BBA, business, Spanish
Glenbrook North 1985 — 1989
ACGME July 2014 - Present
Presence Health December 2013 - June 2014
Robinson & Cole LLP August 2011 - June 2013
Normand Law Ltd June 2007 - July 2011
Teri E. Robins, LLC September 2005 - December 2006
Ulmer & Berne LLP 2001 - 2005
NCR Corporation June 1999 - August 1999
BBV LatInvest September 1997 - December 1998
Bankers Trust 1996 - 1996
Frederick Goldman January 1995 - December 1995
Skills
Health Law, Employment Contracts, Reproductive Law, Employment..., Corporate Law, Employment Law, Legal Research, Legal Assistance, Legal Writing
Education
University of Cincinnati College of Law 1998 — 2001
JD
Columbia University - Columbia Business School 1995 — 1997
MBA
Emory University 1989 — 1993
BBA, business, Spanish
Emory University - Goizueta Business School 1989 — 1993
BBA, business, Spanish
Glenbrook North 1985 — 1989
Stacy Turnof's Bankers Trust Experience June 1993 - August 1993
Job Vice President at BlackRock
Industry Investment Management
Experience
BlackRock 2007 - Present
Merrill Lynch November 1998 - September 2007
Citi July 1998 - November 1998
Merrill Lynch October 1997 - April 1998
Chase Manhattan Bank January 1995 - January 1997
Kidder Peabody July 1994 - December 1994
Bankers Trust June 1993 - August 1993
Skills
Equities, Equity Research, Hedge Funds, Valuation, Investment Banking, Alternative Investments, Private Equity, Bloomberg, Equity Valuation, Fixed Income, Series 7, Capital Markets, Asset Management, Securities, Series 63
Education
Columbia Business School 1997 — 1998
MBA, Finance
Columbia University in the City of New York 1990 — 1994
BA, Economics
BlackRock 2007 - Present
Merrill Lynch November 1998 - September 2007
Citi July 1998 - November 1998
Merrill Lynch October 1997 - April 1998
Chase Manhattan Bank January 1995 - January 1997
Kidder Peabody July 1994 - December 1994
Bankers Trust June 1993 - August 1993
Skills
Equities, Equity Research, Hedge Funds, Valuation, Investment Banking, Alternative Investments, Private Equity, Bloomberg, Equity Valuation, Fixed Income, Series 7, Capital Markets, Asset Management, Securities, Series 63
Education
Columbia Business School 1997 — 1998
MBA, Finance
Columbia University in the City of New York 1990 — 1994
BA, Economics
Jane Janeczek's Bankers Trust Experience July 1994 - March 1995
Job Client Executive at Citi
Industry Banking
Experience
Citi August 2005 - Present
JPMorgan Chase October 1998 - July 2005
The Chase Manhattan Bank January 1998 - October 1998
The Chase Manhattan Bank April 1996 - January 1998
Chemical Bank April 1995 - April 1996
Bankers Trust July 1994 - March 1995
Bankers Trust July 1986 - July 1994
Skills
Financial Services, Global Custody, Banking, Relationship Management, Mutual Funds, Corporate Actions, Back Office, Management, Emerging Markets, Alternative Investments, Due Diligence, SWIFT payments, Financial Institutions, Securities, Equities, Cross Selling, Fixed Income, Investments, Asset Management, Hedge Funds, Series 7, Series 63
Education
Cornell University
B.A., Government
New York University - Leonard N. Stern School of Business
MBA, Marketing & International Business
Citi August 2005 - Present
JPMorgan Chase October 1998 - July 2005
The Chase Manhattan Bank January 1998 - October 1998
The Chase Manhattan Bank April 1996 - January 1998
Chemical Bank April 1995 - April 1996
Bankers Trust July 1994 - March 1995
Bankers Trust July 1986 - July 1994
Skills
Financial Services, Global Custody, Banking, Relationship Management, Mutual Funds, Corporate Actions, Back Office, Management, Emerging Markets, Alternative Investments, Due Diligence, SWIFT payments, Financial Institutions, Securities, Equities, Cross Selling, Fixed Income, Investments, Asset Management, Hedge Funds, Series 7, Series 63
Education
Cornell University
B.A., Government
New York University - Leonard N. Stern School of Business
MBA, Marketing & International Business
James Doona's Bankers Trust Experience 1989 - 1996
Job Managing Director at Munich Re Capital Markets
Industry Capital Markets
Experience
Munich Re Capital Markets December 2010 - Present
Towers Watson Capital Markets August 2009 - November 2010
Bank of America 2006 - August 2009
Standard & Poor's 1998 - 2006
Barclays Capital 1996 - 1998
Bankers Trust 1989 - 1996
Skills
Capital Markets, Portfolio Management, Financial Risk, Investments, Fixed Income, Derivatives, Risk Management, Structured Finance, Insurance, Mergers & Acquisitions
Education
Columbia University in the City of New York
AB
Cornell University
M.Sc
Munich Re Capital Markets December 2010 - Present
Towers Watson Capital Markets August 2009 - November 2010
Bank of America 2006 - August 2009
Standard & Poor's 1998 - 2006
Barclays Capital 1996 - 1998
Bankers Trust 1989 - 1996
Skills
Capital Markets, Portfolio Management, Financial Risk, Investments, Fixed Income, Derivatives, Risk Management, Structured Finance, Insurance, Mergers & Acquisitions
Education
Columbia University in the City of New York
AB
Cornell University
M.Sc
Jim Duffy's Bankers Trust Experience 1986 - 1987
Job Group Vice President and Chief Human Resources Officer at Ally Financial Inc.
Industry Financial Services
Experience
Ally Financial Inc. May 2010 - Present
CIT April 2006 - May 2010
Citigroup 1998 - 2006
AlliedSignal 1995 - 1998
Ingersoll Rand 1987 - 1995
Bankers Trust 1986 - 1987
General Electric/Black&Decker 1981 - 1986
Air Products and Chemicals 1979 - 1981
Consumers Power Company 1977 - 1979
Skills
Succession Planning, Talent Management, Employee Engagement, Change Management, Performance Management, Mergers, Leadership Development, Acquisition Integration, Employee Relations, Organizational..., Divestitures, Restructuring, Strategic Planning, Vendor Management, Talent Acquisition, Process Improvement, Team Building, Deferred Compensation, Business Strategy, Organizational Design
Education
Cornell University
Bachelor of Science (BS), Labor and Industrial Relations
Ally Financial Inc. May 2010 - Present
CIT April 2006 - May 2010
Citigroup 1998 - 2006
AlliedSignal 1995 - 1998
Ingersoll Rand 1987 - 1995
Bankers Trust 1986 - 1987
General Electric/Black&Decker 1981 - 1986
Air Products and Chemicals 1979 - 1981
Consumers Power Company 1977 - 1979
Skills
Succession Planning, Talent Management, Employee Engagement, Change Management, Performance Management, Mergers, Leadership Development, Acquisition Integration, Employee Relations, Organizational..., Divestitures, Restructuring, Strategic Planning, Vendor Management, Talent Acquisition, Process Improvement, Team Building, Deferred Compensation, Business Strategy, Organizational Design
Education
Cornell University
Bachelor of Science (BS), Labor and Industrial Relations
Paul Meck's Bankers Trust Experience 1995 - 1999
Job Executive Director HRIS Systems Development at Columbia University
Industry Higher Education
Experience
Columbia University December 2003 - Present
Intuit 2001 - 2003
EmployeeMatters 1999 - 2001
Deutsche Bank 1995 - 1999
Bankers Trust 1995 - 1999
Price Waterhouse 1990 - 1995
Five Technologies 1987 - 1990
Skills
Program Management, Change Management, HRIS, Organizational..., Vendor Management, Human Resources, Process Improvement, Leadership Development, Leadership, Management Consulting, Strategy, Talent Management, Training, Personnel Management, Performance Management
Education
Drexel University 1979 — 1983
B.S. in Bus. Admin., Marketing/Communications
Columbia University December 2003 - Present
Intuit 2001 - 2003
EmployeeMatters 1999 - 2001
Deutsche Bank 1995 - 1999
Bankers Trust 1995 - 1999
Price Waterhouse 1990 - 1995
Five Technologies 1987 - 1990
Skills
Program Management, Change Management, HRIS, Organizational..., Vendor Management, Human Resources, Process Improvement, Leadership Development, Leadership, Management Consulting, Strategy, Talent Management, Training, Personnel Management, Performance Management
Education
Drexel University 1979 — 1983
B.S. in Bus. Admin., Marketing/Communications
Ari Benacerraf's Bankers Trust Experience 1992 - 1995
Job Partner at Diamond Castle Holdings
Industry Investment Management
Experience
Diamond Castle Holdings DirectorMCC2011 - 2015
MCC 2011 - 2015
MCC 2011 - 2015
Donaldson, Lufkin & Jenrette 1995 - 2004
Donaldson, Lufkin & Jenrette 1995 - 2004
Bankers Trust 1992 - 1995
Education
Cornell University - Johnson Graduate School of Management 1986 — 1988
Franklin & Marshall College 1981 — 1985
BA, Chemistry
RHS
Diamond Castle Holdings DirectorMCC2011 - 2015
MCC 2011 - 2015
MCC 2011 - 2015
Donaldson, Lufkin & Jenrette 1995 - 2004
Donaldson, Lufkin & Jenrette 1995 - 2004
Bankers Trust 1992 - 1995
Education
Cornell University - Johnson Graduate School of Management 1986 — 1988
Franklin & Marshall College 1981 — 1985
BA, Chemistry
RHS
Rachel Smith, PMP, CSM's Bankers Trust Experience 1999 - 2000
Job Program Manager at Bank Of America
Industry Information Technology and Services
Experience
Bank of America August 2013 - Present
HHC June 2009 - August 2013
Morgan Stanley March 2007 - January 2009
MetLife March 2005 - September 2006
MetLife August 2004 - December 2004
Morgan Stanley August 2001 - August 2004
CT Corporation May 2000 - March 2001
Bankers Trust 1999 - 2000
ING January 1999 - March 1999
US Web January 1998 - January 1999
Skills
SDLC, PMO, Software Project..., PMP, Project Portfolio..., Business Analysis, Vendor Management, Program Management, Agile Methodologies, Agile Project Management, Requirements Analysis, Integration, Project Management, Process Improvement, Release Management, MS Project, Scrum, IT Strategy, Data Warehousing, Business Process..., Business Intelligence, Requirements Gathering, Risk Management, Databases, Healthcare Information..., Software Development, Software Documentation, Visio
Education
Columbia University in the City of New York 1997 — 1999
BS, Computer Science
Westchester Business Institute 1992 — 1994
AS, Computer Science
Bank of America August 2013 - Present
HHC June 2009 - August 2013
Morgan Stanley March 2007 - January 2009
MetLife March 2005 - September 2006
MetLife August 2004 - December 2004
Morgan Stanley August 2001 - August 2004
CT Corporation May 2000 - March 2001
Bankers Trust 1999 - 2000
ING January 1999 - March 1999
US Web January 1998 - January 1999
Skills
SDLC, PMO, Software Project..., PMP, Project Portfolio..., Business Analysis, Vendor Management, Program Management, Agile Methodologies, Agile Project Management, Requirements Analysis, Integration, Project Management, Process Improvement, Release Management, MS Project, Scrum, IT Strategy, Data Warehousing, Business Process..., Business Intelligence, Requirements Gathering, Risk Management, Databases, Healthcare Information..., Software Development, Software Documentation, Visio
Education
Columbia University in the City of New York 1997 — 1999
BS, Computer Science
Westchester Business Institute 1992 — 1994
AS, Computer Science
Gloria M Kim's Bankers Trust Experience June 1994 - October 1996
Job Managing Director at JPMorgan
Industry Financial Services
Experience
JPMorgan November 1995 - Present
Bankers Trust June 1994 - October 1996
Skills
Fixed Income, Series 7, Alternative Investments, Capital Markets, Investment Banking, Equities, Equity Research, ETFs, Emerging Markets, Bonds, FX Options, Investment Strategies, Bloomberg, Asset Managment, Investments
Education
Cornell University
BS
New York University - Leonard N. Stern School of Business
MBA
Stuyvesant H.S.
JPMorgan November 1995 - Present
Bankers Trust June 1994 - October 1996
Skills
Fixed Income, Series 7, Alternative Investments, Capital Markets, Investment Banking, Equities, Equity Research, ETFs, Emerging Markets, Bonds, FX Options, Investment Strategies, Bloomberg, Asset Managment, Investments
Education
Cornell University
BS
New York University - Leonard N. Stern School of Business
MBA
Stuyvesant H.S.
John Alleborn (jalleborn@netzero.com)'s Bankers Trust Experience 1996 - 1998
Job Information Technology Management Professional
Industry Information Technology and Services
Experience
Independent Consultant March 2003 - Present
AIG (American International Group) November 1999 - February 2003
Alliance Capital 1998 - 1999
Bankers Trust 1996 - 1998
JJ Kenny 1991 - 1994
Merrill Lynch 1981 - 1991
Education
Columbia University in the City of New York
MS, Aerospace Engineering
Franklin & Marshall College
AB, Physics
Independent Consultant March 2003 - Present
AIG (American International Group) November 1999 - February 2003
Alliance Capital 1998 - 1999
Bankers Trust 1996 - 1998
JJ Kenny 1991 - 1994
Merrill Lynch 1981 - 1991
Education
Columbia University in the City of New York
MS, Aerospace Engineering
Franklin & Marshall College
AB, Physics
Stephen Trowbridge's Bankers Trust Experience February 1993 - December 1997
Job Chief Operating Officer at TurtleBay Advisory Services
Industry Financial Services
Experience
TurtleBay Advisory Services September 2013 - Present
Hancock Consulting September 2008 - August 2013
Pacific Life September 2008 - January 2010
The Capital Group Companies March 2006 - August 2008
Mellon Financial February 1998 - February 2006
Bankers Trust February 1993 - December 1997
Control Associates January 1990 - January 1993
The Bank of New York July 1986 - December 1988
Harris Bank January 1985 - June 1986
Chemical Bank/JP Morgan Chase January 1983 - December 1984
Skills
Investment Operations, Global Custody, Fund Accounting, Strategic Planning, Global Management, Quality Management, Profit Improvement, Business Transformation, Program Management, Operational Risk..., Operations Management, Client Service Oriented, Outsourcing, Asset Managment, Financial Analysis, Operational Excellence, Asset Management, Investments, Leadership, Financial Services, Management Consulting, Equities, Management, Consulting, Securities, Client Services, Project Management, Fixed Income, Profit Maximization, Portfolio Management, Business Analysis, Vendor Management, Mutual Funds, Risk Management
Education
Connecticut College 1978 — 1982
B.A., Government and English
Riverdale Country School 1974 — 1978
TurtleBay Advisory Services September 2013 - Present
Hancock Consulting September 2008 - August 2013
Pacific Life September 2008 - January 2010
The Capital Group Companies March 2006 - August 2008
Mellon Financial February 1998 - February 2006
Bankers Trust February 1993 - December 1997
Control Associates January 1990 - January 1993
The Bank of New York July 1986 - December 1988
Harris Bank January 1985 - June 1986
Chemical Bank/JP Morgan Chase January 1983 - December 1984
Skills
Investment Operations, Global Custody, Fund Accounting, Strategic Planning, Global Management, Quality Management, Profit Improvement, Business Transformation, Program Management, Operational Risk..., Operations Management, Client Service Oriented, Outsourcing, Asset Managment, Financial Analysis, Operational Excellence, Asset Management, Investments, Leadership, Financial Services, Management Consulting, Equities, Management, Consulting, Securities, Client Services, Project Management, Fixed Income, Profit Maximization, Portfolio Management, Business Analysis, Vendor Management, Mutual Funds, Risk Management
Education
Connecticut College 1978 — 1982
B.A., Government and English
Riverdale Country School 1974 — 1978
Jeff Jungman's Bankers Trust Experience December 2004 - Present
Job Vice President at Bankers Trust
Industry Banking
Experience
Bankers Trust December 2004 - Present
North Dakota Department of Financial Institutions February 2002 - December 2004
WestStar Bank December 2000 - February 2002
Iowa Division of Banking March 1984 - December 2000
Skills
Banking, Commercial Banking, Risk Management, Budgets, Loans, Credit, Commercial Lending, Financial Analysis, Credit Analysis, Financial Risk, Mortgage Lending, Credit Risk, Finance, Consumer Lending, Portfolio Management, Internal Audit, Underwriting, Mortgage Banking, Small Business Lending, Insurance, Internal Controls, Fraud
Education
Iowa State University 1974 — 1976
Des Moines Area Community College 1972 — 1974
Business Administration and Management, General
University of Hawaii 1971 — 1972
Liberal Arts and Sciences, General Studies and Humanities
DM Tech
Bankers Trust December 2004 - Present
North Dakota Department of Financial Institutions February 2002 - December 2004
WestStar Bank December 2000 - February 2002
Iowa Division of Banking March 1984 - December 2000
Skills
Banking, Commercial Banking, Risk Management, Budgets, Loans, Credit, Commercial Lending, Financial Analysis, Credit Analysis, Financial Risk, Mortgage Lending, Credit Risk, Finance, Consumer Lending, Portfolio Management, Internal Audit, Underwriting, Mortgage Banking, Small Business Lending, Insurance, Internal Controls, Fraud
Education
Iowa State University 1974 — 1976
Des Moines Area Community College 1972 — 1974
Business Administration and Management, General
University of Hawaii 1971 — 1972
Liberal Arts and Sciences, General Studies and Humanities
DM Tech
Sandy Burns's Bankers Trust Experience 1997 - 1999
Job Managing Director at Sterne Agee
Industry Capital Markets
Experience
Sterne Agee September 2008 - Present
SAC Capital December 2005 - June 2008
Deutsche Bank 1999 - 2005
Bankers Trust 1997 - 1999
Smith Barney 1994 - 1997
Alliance Capital Management 1989 - 1994
Skills
Hedge Funds, High Yield, Fixed Income, Portfolio Management, Capital Markets, Securities, Corporate Finance, Alternative Investments, Investment Banking, Equities, Financial Services, Special Situations, Bonds, Finance, Investments, Bloomberg, Valuation, Leveraged Finance
Education
Columbia University - Columbia Business School 1987 — 1989
MBA
University of Pennsylvania - The Wharton School 1980 — 1984
B.S. Economics, Accounting
Sterne Agee September 2008 - Present
SAC Capital December 2005 - June 2008
Deutsche Bank 1999 - 2005
Bankers Trust 1997 - 1999
Smith Barney 1994 - 1997
Alliance Capital Management 1989 - 1994
Skills
Hedge Funds, High Yield, Fixed Income, Portfolio Management, Capital Markets, Securities, Corporate Finance, Alternative Investments, Investment Banking, Equities, Financial Services, Special Situations, Bonds, Finance, Investments, Bloomberg, Valuation, Leveraged Finance
Education
Columbia University - Columbia Business School 1987 — 1989
MBA
University of Pennsylvania - The Wharton School 1980 — 1984
B.S. Economics, Accounting
Penny Heaberlin's Bankers Trust Experience March 1981 - February 1984
Job Financial Services Law Partner at Maslon Edelman Borman & Brand, LLP
Industry Law Practice
Experience
Maslon Edelman Borman & Brand, LLP November 2011 - Present
Maslon Edelman Borman & Brand, LLP October 1994 - November 2011
U.S. Court of Appeals for the Eighth Circuit June 1993 - September 1994
West Des Moines State Bank March 1984 - March 1991
Bankers Trust March 1981 - February 1984
Arthur Young January 1980 - March 1981
Education
Drake University 1990 — 1993
J.D., Law
Drake University 1989 — 1993
MBA, Business
Drake University 1976 — 1979
B.S., Accounting
Maslon Edelman Borman & Brand, LLP November 2011 - Present
Maslon Edelman Borman & Brand, LLP October 1994 - November 2011
U.S. Court of Appeals for the Eighth Circuit June 1993 - September 1994
West Des Moines State Bank March 1984 - March 1991
Bankers Trust March 1981 - February 1984
Arthur Young January 1980 - March 1981
Education
Drake University 1990 — 1993
J.D., Law
Drake University 1989 — 1993
MBA, Business
Drake University 1976 — 1979
B.S., Accounting
Maurice Kauff's Bankers Trust Experience 1996 - 1997
Job
Industry Financial Services
Experience
Northern Capital Corp January 2009 - Present
Merrimack College July 2013 - July 2014
St. John's Preparatory School March 2003 - June 2013
Tufts University May 2011 - February 2013
Harvard Rugby April 2009 - November 2010
Investors Capital 2004 - 2008
Northern Capital 2000 - 2004
A.G. Edwards 1997 - 2000
AG Edwards 1997 - 2000
Bankers Trust 1996 - 1997
Skills
Fixed Income Sales and..., Rugby Coaching
Education
D'Amore-McKim School of Business at Northeastern University 1992 — 1994
MBA, Finance
Union College 1986 — 1990
BA, Economics
Spackenkill HS 1982 — 1986
Northern Capital Corp January 2009 - Present
Merrimack College July 2013 - July 2014
St. John's Preparatory School March 2003 - June 2013
Tufts University May 2011 - February 2013
Harvard Rugby April 2009 - November 2010
Investors Capital 2004 - 2008
Northern Capital 2000 - 2004
A.G. Edwards 1997 - 2000
AG Edwards 1997 - 2000
Bankers Trust 1996 - 1997
Skills
Fixed Income Sales and..., Rugby Coaching
Education
D'Amore-McKim School of Business at Northeastern University 1992 — 1994
MBA, Finance
Union College 1986 — 1990
BA, Economics
Spackenkill HS 1982 — 1986
Joe Buckley's Bankers Trust Experience 1997 - 1999
Job Operations Controller at Allan Myers
Industry Construction
Experience
Allan Myers September 2000 - Present
american infrastructure 2000 - 2008
Banker's trust 1997 - 1999
Deutsche bank 1997 - 1999
Education
La Salle University - School of Business Administration 2008 — 2010
MBA, Finance
DeSales University 1995 — 1999
BS, Accounting
Xaverian High School 1992 — 1995
Allan Myers September 2000 - Present
american infrastructure 2000 - 2008
Banker's trust 1997 - 1999
Deutsche bank 1997 - 1999
Education
La Salle University - School of Business Administration 2008 — 2010
MBA, Finance
DeSales University 1995 — 1999
BS, Accounting
Xaverian High School 1992 — 1995
clare gray, cfa's Bankers Trust Experience December 1993 - April 2002
Job Director at JRG Investments
Industry Investment Management
Experience
JRG Investments September 2007 - Present
Deutsche Bank May 2002 - November 2004
Bankers Trust December 1993 - April 2002
Skills
Investments, Equities, Structured Finance, Fixed Income, Hedge Funds, Capital Markets, Valuation, Financial Markets, Due Diligence, Asset Management
Education
Cornell University 1986 — 1990
B.S., Labor Relations
Cornell University
Bachelor of Science (B.S.)
JRG Investments September 2007 - Present
Deutsche Bank May 2002 - November 2004
Bankers Trust December 1993 - April 2002
Skills
Investments, Equities, Structured Finance, Fixed Income, Hedge Funds, Capital Markets, Valuation, Financial Markets, Due Diligence, Asset Management
Education
Cornell University 1986 — 1990
B.S., Labor Relations
Cornell University
Bachelor of Science (B.S.)
Terry Newman's Bankers Trust Experience October 1986 - June 1993
Job Certified Executive Coach leveraging business experience to help professionals and groups reach their full potential
Industry Professional Training & Coaching
Experience
Newman Management June 2012 - Present
CT Lending Partners LLC & Park Foresty LLC January 2012 - Present
Armstrong Shaw Associates February 2003 - December 2011
Iridian Asset Management 2001 - 2002
Credit Suisse Asset Management (formerly BEA Associates) June 1993 - February 2001
Bankers Trust October 1986 - June 1993
Instinet Incorporated October 1983 - October 1986
Skills
Business Development, Marketing, Management, Bloomberg, Consulting, Executive Coaching, Leadership Development, Team Building, Career Development..., Relationship Managment, CRM, Women's Leadership..., Series 3, 7, 63, 65, Leadership, Strategy, Entrepreneurship, Coaching, Change Management, Strategic Planning, Nonprofits, Sales, Career Development, Career Counseling, Management Consulting, Financial Services, Business Strategy, Asset Management, Investments, Large Group Facilitation, Workshop Facilitation, Facilitation
Education
Barnard College, Columbia University
B.A., Cultural Anthropology
Columbia University in the City of New York
Columbia Coaching Certification Program (Level 2), Certified Executive and Organizational Coach
Newman Management June 2012 - Present
CT Lending Partners LLC & Park Foresty LLC January 2012 - Present
Armstrong Shaw Associates February 2003 - December 2011
Iridian Asset Management 2001 - 2002
Credit Suisse Asset Management (formerly BEA Associates) June 1993 - February 2001
Bankers Trust October 1986 - June 1993
Instinet Incorporated October 1983 - October 1986
Skills
Business Development, Marketing, Management, Bloomberg, Consulting, Executive Coaching, Leadership Development, Team Building, Career Development..., Relationship Managment, CRM, Women's Leadership..., Series 3, 7, 63, 65, Leadership, Strategy, Entrepreneurship, Coaching, Change Management, Strategic Planning, Nonprofits, Sales, Career Development, Career Counseling, Management Consulting, Financial Services, Business Strategy, Asset Management, Investments, Large Group Facilitation, Workshop Facilitation, Facilitation
Education
Barnard College, Columbia University
B.A., Cultural Anthropology
Columbia University in the City of New York
Columbia Coaching Certification Program (Level 2), Certified Executive and Organizational Coach
Julie Tromberg Ramirez's Bankers Trust Experience November 1996 - April 1998
Job Vice President, Senior Engineer, Private Wealth Management Technology, Digital Platform at Goldman Sachs
Industry Information Technology and Services
Experience
Goldman Sachs January 2014 - Present
Goldman Sachs January 2011 - January 2014
Goldman Sachs May 2008 - November 2011
Goldman Sachs 2003 - 2008
Goldman Sachs May 1998 - October 2003
Bankers Trust November 1996 - April 1998
PARIBAS October 1994 - November 1996
Skills
Program Management, Software Project..., PMO, Middle Office, Project Management, Project Planning, Project Portfolio..., Software Quality..., Business Process..., Project Coordination, Risk Management, Software Requirements, Software Implementation, Project Execution, Business Analysis, Asset Management, Mobile Applications, Web Project Management, Wealth Management, Equities, Financial Services, Management
Education
Columbia University - School of International and Public Affairs 1992 — 1994
MIA, International Political Economy
Tufts University 1988 — 1992
BA, Political Science and Asian Studies
Townsend Harris High School at Queens College 1984 — 1988
Goldman Sachs January 2014 - Present
Goldman Sachs January 2011 - January 2014
Goldman Sachs May 2008 - November 2011
Goldman Sachs 2003 - 2008
Goldman Sachs May 1998 - October 2003
Bankers Trust November 1996 - April 1998
PARIBAS October 1994 - November 1996
Skills
Program Management, Software Project..., PMO, Middle Office, Project Management, Project Planning, Project Portfolio..., Software Quality..., Business Process..., Project Coordination, Risk Management, Software Requirements, Software Implementation, Project Execution, Business Analysis, Asset Management, Mobile Applications, Web Project Management, Wealth Management, Equities, Financial Services, Management
Education
Columbia University - School of International and Public Affairs 1992 — 1994
MIA, International Political Economy
Tufts University 1988 — 1992
BA, Political Science and Asian Studies
Townsend Harris High School at Queens College 1984 — 1988
Andrew Farenci's Bankers Trust Experience 1982 - 1983
Job Owner / Consultant at ALF Computer Systems
Industry Computer Networking
Experience
ALF Computer Systems 1983 - Present
Pfizer June 2000 - August 2003
Warner Lambert March 1995 - June 2000
ConEdison Solutions 1991 - 1993
Riggs Bank 1983 - 1983
Bankers Trust 1982 - 1983
Irving Trust September 1978 - December 1982
Education
Columbia University in the City of New York 1976 — 1978
Computer Engineering
University at Buffalo 1974 — 1976
EE
ALF Computer Systems 1983 - Present
Pfizer June 2000 - August 2003
Warner Lambert March 1995 - June 2000
ConEdison Solutions 1991 - 1993
Riggs Bank 1983 - 1983
Bankers Trust 1982 - 1983
Irving Trust September 1978 - December 1982
Education
Columbia University in the City of New York 1976 — 1978
Computer Engineering
University at Buffalo 1974 — 1976
EE
Edward Lazowski's Bankers Trust Experience March 1998 - June 1999
Job DTCC Associate at PIMCO
Industry Financial Services
Experience
PIMCO October 2009 - Present
Citadel Investment Group September 2005 - December 2008
JP Morgan July 2000 - March 2005
The Bank of New York June 1999 - June 2000
Bankers Trust March 1998 - June 1999
The First National Bank of Chicago (now JPMorganChase) June 1996 - February 1998
The First National Bank of Chicago (now JPMorganChase) June 1993 - June 1996
The First National Bank of Chicago (now JPMorganChase) May 1991 - June 1993
Skills
Options, Derivatives, FX Options, Capital Markets, Equities, Swaps
Education
Illinois Institute of Technology 2004 — 2004
IT Certificate: Introduction to UNIX and Shell Scripting
DePaul University 2001 — 2001
CCP Certificate: Computer Career Program
DePaul University 2000 — 2000
LAN Certificate: Local Area Network Program
Illinois Institute of Technology 1993 — 1996
MS, Financial Markets and Trading
Indiana University Bloomington 1986 — 1990
BA, Philosophy, English
PIMCO October 2009 - Present
Citadel Investment Group September 2005 - December 2008
JP Morgan July 2000 - March 2005
The Bank of New York June 1999 - June 2000
Bankers Trust March 1998 - June 1999
The First National Bank of Chicago (now JPMorganChase) June 1996 - February 1998
The First National Bank of Chicago (now JPMorganChase) June 1993 - June 1996
The First National Bank of Chicago (now JPMorganChase) May 1991 - June 1993
Skills
Options, Derivatives, FX Options, Capital Markets, Equities, Swaps
Education
Illinois Institute of Technology 2004 — 2004
IT Certificate: Introduction to UNIX and Shell Scripting
DePaul University 2001 — 2001
CCP Certificate: Computer Career Program
DePaul University 2000 — 2000
LAN Certificate: Local Area Network Program
Illinois Institute of Technology 1993 — 1996
MS, Financial Markets and Trading
Indiana University Bloomington 1986 — 1990
BA, Philosophy, English
David Gutermuth's Bankers Trust Experience April 1990 - December 1990
Job Senior Financial Services IT Executive
Industry Financial Services
Experience
Aon Benfield May 2010 - Present
Deephaven Capital Management April 2005 - July 2009
Deutsche Bank Securities January 1997 - March 2005
Morgan Stanley December 1990 - January 1997
Bankers Trust April 1990 - December 1990
Drexel Burnham Lambert June 1986 - March 1990
Skills
Business Process..., Change Management, Vendor Management, Project Management, Software Development, Risk Management, Budgets, Project Planning
Education
Columbia University in the City of New York 1982 — 1986
BA, Economics/Philosophy
Aon Benfield May 2010 - Present
Deephaven Capital Management April 2005 - July 2009
Deutsche Bank Securities January 1997 - March 2005
Morgan Stanley December 1990 - January 1997
Bankers Trust April 1990 - December 1990
Drexel Burnham Lambert June 1986 - March 1990
Skills
Business Process..., Change Management, Vendor Management, Project Management, Software Development, Risk Management, Budgets, Project Planning
Education
Columbia University in the City of New York 1982 — 1986
BA, Economics/Philosophy
Sanjeev Khurana's Bankers Trust Experience 1994 - 2001
Job Vice President at Deutsche Bank
Industry Information Technology and Services
Experience
Deutsche Bank ConsultantDeutsche BankJuly 2001 - December 2007
Bankers Trust 1994 - 2001
Newgen Software 1992 - 1994
Technology Parks Limited October 1991 - September 1992
Education
Devi Ahilya Vishwavidyalaya 1989 — 1991
M.Sc., Computer Science (Software)
Delhi University 1986 — 1989
B.Sc., Physics (Hons.)
GBSSS, No.1, Shakti Nagar, Delhi 1980 — 1986
Sr. Sec., Science
Deutsche Bank ConsultantDeutsche BankJuly 2001 - December 2007
Bankers Trust 1994 - 2001
Newgen Software 1992 - 1994
Technology Parks Limited October 1991 - September 1992
Education
Devi Ahilya Vishwavidyalaya 1989 — 1991
M.Sc., Computer Science (Software)
Delhi University 1986 — 1989
B.Sc., Physics (Hons.)
GBSSS, No.1, Shakti Nagar, Delhi 1980 — 1986
Sr. Sec., Science
Matt Patricoski's Bankers Trust Experience 1990 - 1991
Job Futures Compliance at ABN AMRO Clearing Chicago LLC
Industry Financial Services
Experience
ABN AMRO Clearing Chicago LLC June 2009 - Present
Merrill Lynch 2008 - 2009
Chicago Mercantile Exchange 1994 - 2008
Bankers Trust 1990 - 1991
Chicago Board of Trade 1986 - 1991
Skills
Policy, Securities, Derivatives, Options, Trading, Litigation, Compliance, Futures, AML, Regulatory Requirements, Regulatory Reporting, CIP
Education
DePaul University College of Law
JD
University of Notre Dame
BBA, Bachelor of Business Administration
ABN AMRO Clearing Chicago LLC June 2009 - Present
Merrill Lynch 2008 - 2009
Chicago Mercantile Exchange 1994 - 2008
Bankers Trust 1990 - 1991
Chicago Board of Trade 1986 - 1991
Skills
Policy, Securities, Derivatives, Options, Trading, Litigation, Compliance, Futures, AML, Regulatory Requirements, Regulatory Reporting, CIP
Education
DePaul University College of Law
JD
University of Notre Dame
BBA, Bachelor of Business Administration
Kathy Oergel's Bankers Trust Experience July 2013 - Present
Job Commercial Credit Administrative Assistant at Bankers Trust
Industry Banking
Experience
Bankers Trust July 2013 - Present
Johnson Bank December 2011 - June 2013
Johnson Bank July 2010 - December 2011
Wells Fargo Bank October 2008 - July 2010
Hinsdale Bank & Trust Company January 1995 - December 2007
US Bank January 1989 - January 1995
Skills
Banking, Credit, Mentoring, Finance, Consumer Lending, Commercial Banking, Loans, Credit Risk, Underwriting, Management, Loan Origination, Small Business Lending, Credit Analysis, Commercial Lending
Education
DePaul University 2002 — 2005
BA, Business Mgmt
National Commercial Lending School 2003 — 2003
ABA, Commercial Lending
Bankers Trust July 2013 - Present
Johnson Bank December 2011 - June 2013
Johnson Bank July 2010 - December 2011
Wells Fargo Bank October 2008 - July 2010
Hinsdale Bank & Trust Company January 1995 - December 2007
US Bank January 1989 - January 1995
Skills
Banking, Credit, Mentoring, Finance, Consumer Lending, Commercial Banking, Loans, Credit Risk, Underwriting, Management, Loan Origination, Small Business Lending, Credit Analysis, Commercial Lending
Education
DePaul University 2002 — 2005
BA, Business Mgmt
National Commercial Lending School 2003 — 2003
ABA, Commercial Lending
Ben J. Ramos, MBA's Bankers Trust Experience January 1996 - January 1998
Job Tax Exam Clerk @ MOIC Internal Revenue Service
Industry Financial Services
Experience
U.S. Department of the Treasury September 2014 - Present
US Department of the Treasury November 2010 - September 2014
MetLife November 2000 - June 2009
MetLife January 1998 - October 2000
Bankers Trust January 1996 - January 1998
Skills
PeopleSoft, Forecasting, Accounting, Access, PowerPoint, Cognos, Ariba, Purchasing, Chimes, Budget, Financial Analysis, Financial Reporting, Budgets, Variance Analysis, Business Process, Management, Finance, Project Management, MS Project, Strategic Planning, Financial Forecasting, Analysis, Process Improvement
Education
State University of New York at Stony Brook 2009 — 2009
Project Management
Dowling College 2003 — 2005
MBA, Corporate Finance
University of the East 1967 — 1972
BSBA, Accounting
U.S. Department of the Treasury September 2014 - Present
US Department of the Treasury November 2010 - September 2014
MetLife November 2000 - June 2009
MetLife January 1998 - October 2000
Bankers Trust January 1996 - January 1998
Skills
PeopleSoft, Forecasting, Accounting, Access, PowerPoint, Cognos, Ariba, Purchasing, Chimes, Budget, Financial Analysis, Financial Reporting, Budgets, Variance Analysis, Business Process, Management, Finance, Project Management, MS Project, Strategic Planning, Financial Forecasting, Analysis, Process Improvement
Education
State University of New York at Stony Brook 2009 — 2009
Project Management
Dowling College 2003 — 2005
MBA, Corporate Finance
University of the East 1967 — 1972
BSBA, Accounting
Michele Paulsen's Bankers Trust Experience 1990 - 1993
Job Corporate Wireless Analyst at Wyndham Worldwide
Industry Computer Software
Experience
Wyndham Worldwide July 2013 - Present
The PS Factor 2004 - 2005
ASI Financial Services 1996 - 1999
Americas Systems, Inc. 1993 - 1995
Bankers Trust 1990 - 1993
Manufacturers Hanover Trust 1987 - 1990
Skills
Completed PMP..., Advanced Microsoft..., Excellent Microsoft..., Extensive experience in..., Sound knowledge of..., Strong understanding of..., Excellent understanding..., Ability to multi-task..., Excellent ability to..., Strong familiarity with..., Independent self-starter, Highly motivated
Education
County College of Morris 2010 — 2012
PMP Certification, Project Management
County College of Morris 2012 — 2012
Advanced Certification, Microsoft Project
Annenberg School of Communications at USC 1983 — 1984
Master of Arts (M.A.), Communications Technology/Technician
Connecticut College 1979 — 1983
Bachelor of Arts (B.A.), Psychology
Wyndham Worldwide July 2013 - Present
The PS Factor 2004 - 2005
ASI Financial Services 1996 - 1999
Americas Systems, Inc. 1993 - 1995
Bankers Trust 1990 - 1993
Manufacturers Hanover Trust 1987 - 1990
Skills
Completed PMP..., Advanced Microsoft..., Excellent Microsoft..., Extensive experience in..., Sound knowledge of..., Strong understanding of..., Excellent understanding..., Ability to multi-task..., Excellent ability to..., Strong familiarity with..., Independent self-starter, Highly motivated
Education
County College of Morris 2010 — 2012
PMP Certification, Project Management
County College of Morris 2012 — 2012
Advanced Certification, Microsoft Project
Annenberg School of Communications at USC 1983 — 1984
Master of Arts (M.A.), Communications Technology/Technician
Connecticut College 1979 — 1983
Bachelor of Arts (B.A.), Psychology
Stephen Sladek's Bankers Trust Experience August 2012 - Present
Job Assistant Vice President, Product Manager
Industry Financial Services
Experience
Bankers Trust August 2012 - Present
Principal Global Investors May 2011 - August 2012
Wells Fargo January 2006 - February 2011
Banco Popular North America September 2002 - September 2005
Cramer Krasselt February 2000 - September 2002
Wells Fargo September 1995 - February 2000
Skills
Relationship Management, Direct Marketing, Marketing Strategy, Database Marketing, Financial Services, Market Research, Strategy, Product Management, Leadership, Cross-functional Team..., Marketing, Management, Account Management, Integrated Marketing, Advertising, Business Strategy, Customer Acquisition
Education
Drake University
MA - Mass Communications, Integrated Marketing Communications, 4.0
Drake University
BA Journalism/Mass Communications, Advertising/Public Relations, 3.675
Bankers Trust August 2012 - Present
Principal Global Investors May 2011 - August 2012
Wells Fargo January 2006 - February 2011
Banco Popular North America September 2002 - September 2005
Cramer Krasselt February 2000 - September 2002
Wells Fargo September 1995 - February 2000
Skills
Relationship Management, Direct Marketing, Marketing Strategy, Database Marketing, Financial Services, Market Research, Strategy, Product Management, Leadership, Cross-functional Team..., Marketing, Management, Account Management, Integrated Marketing, Advertising, Business Strategy, Customer Acquisition
Education
Drake University
MA - Mass Communications, Integrated Marketing Communications, 4.0
Drake University
BA Journalism/Mass Communications, Advertising/Public Relations, 3.675
Keyleigh Watson's Bankers Trust Experience January 2010 - Present
Job Consumer Services Representative
Industry Retail
Experience
Bankers Trust January 2010 - Present
Target October 2008 - January 2009
Dahl's Food October 2006 - October 2008
Education
Des Moines Area Community College 2010 — 2010
Dallas Center-Grimes High School 2006 — 2010
H.S. Diploma
Bankers Trust January 2010 - Present
Target October 2008 - January 2009
Dahl's Food October 2006 - October 2008
Education
Des Moines Area Community College 2010 — 2010
Dallas Center-Grimes High School 2006 — 2010
H.S. Diploma
Xiao Fang Shen's Bankers Trust Experience 1996 - 1997
Job Director, Application Development at MetLife Investment
Industry Investment Management
Experience
MetLife January 2012 - Present
MetLife March 2008 - December 2011
Bear Stearns November 1997 - November 2007
Bankers Trust 1996 - 1997
Block Financial - A Division of H&R Block Financial Serives Company 1995 - 1996
Thomson Financial 1993 - 1995
Skills
Investments, Derivatives, Risk Management, Vendor Management, SDLC, Security Lending, Collateral Management, Margin and VAR..., Fixed Income Analytics, Market Data, Derivatives Clearing..., Murex
Education
Columbia University in the City of New York
Nanjing University
MetLife January 2012 - Present
MetLife March 2008 - December 2011
Bear Stearns November 1997 - November 2007
Bankers Trust 1996 - 1997
Block Financial - A Division of H&R Block Financial Serives Company 1995 - 1996
Thomson Financial 1993 - 1995
Skills
Investments, Derivatives, Risk Management, Vendor Management, SDLC, Security Lending, Collateral Management, Margin and VAR..., Fixed Income Analytics, Market Data, Derivatives Clearing..., Murex
Education
Columbia University in the City of New York
Nanjing University
Barbara Ashley-Jones,'s Bankers Trust Experience 1972 - 1988
Job Realtor, GRI, CDPE, CNSA, AHWD, FMS. CIPS. MRP.Stirling/Sotheby's International Realty
Industry Real Estate
Experience
Stirling Sotheby's International Realty 1996 - Present
Expedia CruiseShipCenters June 2001 - Present
The first F.A. Orlando 1988 - 1993
Bankers Trust 1972 - 1988
Skills
Banking Operations, Real Estate, Travel Planning, Negotiation, Selling, Core Banking, Luxury, Investment Properties, Rentals, ABR, Short Sales, Condos, Sellers, Single Family Homes, First Time Home Buyers, Online Marketing, REO, Property Management, Marketing, Sales, Residential Homes, New Home Sales, Investors, Vacation Homes, Foreclosures, Buyers
Education
Bronx Community College
CUNY Bronx Community College
Accounting and Finance
Stirling Sotheby's International Realty 1996 - Present
Expedia CruiseShipCenters June 2001 - Present
The first F.A. Orlando 1988 - 1993
Bankers Trust 1972 - 1988
Skills
Banking Operations, Real Estate, Travel Planning, Negotiation, Selling, Core Banking, Luxury, Investment Properties, Rentals, ABR, Short Sales, Condos, Sellers, Single Family Homes, First Time Home Buyers, Online Marketing, REO, Property Management, Marketing, Sales, Residential Homes, New Home Sales, Investors, Vacation Homes, Foreclosures, Buyers
Education
Bronx Community College
CUNY Bronx Community College
Accounting and Finance
Mallory Wang's Bankers Trust Experience May 2011 - August 2011
Job Research Assistant at Drake University
Industry Higher Education
Experience
Drake University Research AssistantDrake UniversityMay 2011 - Present
Drake University September 2010 - Present
Bankers Trust May 2011 - August 2011
Education
Drake University
Drake University Research AssistantDrake UniversityMay 2011 - Present
Drake University September 2010 - Present
Bankers Trust May 2011 - August 2011
Education
Drake University
Ken Alvarez's Bankers Trust Experience March 1996 - March 1999
Job
Industry Financial Services
Experience
JPMorgan Chase March 2005 - Present
SAC CAPITAL ADVISORS January 2003 - February 2005
Goldman Sachs May 2002 - June 2003
Deutsche Bank January 2001 - May 2002
Morgan Stanley March 1999 - January 2001
Bankers Trust March 1996 - March 1999
PRUDENTIAL SECURITIES September 1993 - March 1996
Education
Curry College
B.A, Business Management; Computer Design and Mechanical Physics
JPMorgan Chase March 2005 - Present
SAC CAPITAL ADVISORS January 2003 - February 2005
Goldman Sachs May 2002 - June 2003
Deutsche Bank January 2001 - May 2002
Morgan Stanley March 1999 - January 2001
Bankers Trust March 1996 - March 1999
PRUDENTIAL SECURITIES September 1993 - March 1996
Education
Curry College
B.A, Business Management; Computer Design and Mechanical Physics
Elizabeth Reidburn's Bankers Trust Experience 1979 - 1994
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Bank March 2000 - Present
Principal Financial Group 1999 - 2000
Principal Financial Group 1994 - 1999
Bankers Trust 1979 - 1994
Skills
Bonds, Financial Analysis, Business Development, Financial Services, Fixed Income, Investments, Market Research
Education
Drake University
Interior Design
Santa Monica College
Theater Arts
Wells Fargo Bank March 2000 - Present
Principal Financial Group 1999 - 2000
Principal Financial Group 1994 - 1999
Bankers Trust 1979 - 1994
Skills
Bonds, Financial Analysis, Business Development, Financial Services, Fixed Income, Investments, Market Research
Education
Drake University
Interior Design
Santa Monica College
Theater Arts
James Martignoni's Bankers Trust Experience April 1987 - December 1990
Job Vice President Treasury Services at Martin Associates
Industry Banking
Experience
Martin Associates August 2008 - Present
Shearson Lehman January 1998 - June 2007
Bankers Trust Co. December 1993 - December 1997
ABN AMRO Bank N.V. December 1990 - July 1992
Bankers Trust April 1987 - December 1990
Education
Columbia University in the City of New York
Martin Associates August 2008 - Present
Shearson Lehman January 1998 - June 2007
Bankers Trust Co. December 1993 - December 1997
ABN AMRO Bank N.V. December 1990 - July 1992
Bankers Trust April 1987 - December 1990
Education
Columbia University in the City of New York
herb villacampa's Bankers Trust Experience February 1981 - February 1987
Job Senior Business Analyst at Shadow Financial Systems
Industry Banking
Experience
Shadow Financial Systems June 2012 - December 2013
Societe Generale July 2007 - September 2011
JPMorgan Chase July 2005 - July 2007
Instinet Incorporated September 1999 - September 2002
Lehman Brothers February 1987 - September 1999
Bankers Trust February 1981 - February 1987
Skills
Derivatives, Fixed Income, Investment Banking, AML, Options, SDLC, Gap Analysis, Banking, Risk Management, Financial Risk, Release Management, Business Analysis, Sybase, Technical Analysis, Portfolio Management, Middle Office, Software Quality..., Trading Systems, Requirements Analysis, PMO
Education
Montclair State University 1978 — 1980
bachelor science, Business Adminstration
County College of Morris 1976 — 1978
Associate of Arts, Business Adminstration
Shadow Financial Systems June 2012 - December 2013
Societe Generale July 2007 - September 2011
JPMorgan Chase July 2005 - July 2007
Instinet Incorporated September 1999 - September 2002
Lehman Brothers February 1987 - September 1999
Bankers Trust February 1981 - February 1987
Skills
Derivatives, Fixed Income, Investment Banking, AML, Options, SDLC, Gap Analysis, Banking, Risk Management, Financial Risk, Release Management, Business Analysis, Sybase, Technical Analysis, Portfolio Management, Middle Office, Software Quality..., Trading Systems, Requirements Analysis, PMO
Education
Montclair State University 1978 — 1980
bachelor science, Business Adminstration
County College of Morris 1976 — 1978
Associate of Arts, Business Adminstration
John Dawson's Bankers Trust Experience 1995 - 1997
Job Investment Management Professional
Industry Investment Management
Experience
LDR Capital Management 2012 - Present
U.S. Trust 2007 - 2011
Wall Street Access February 2007 - December 2007
Graham & Dodd Value Fund September 2006 - August 2007
The Stanford Group 2003 - 2005
Brean Murray, Carret & Co. 2002 - 2003
Wasserstein Perella 1997 - 2001
Bankers Trust 1995 - 1997
Gerard Klauer Mattison 1993 - 1995
Chemical Bank of New York 1983 - 1986
Skills
Series 7, Series 66, Investment Management, Marketing, Institutional Investors, Series 63, Securities, Investments, Portfolio Management, Asset Managment, Financial Services, Finance, Institutional..., Valuation, Alternative Investments, Asset Management, Equity Research, Capital Markets, Bloomberg, Uniform Combined State..., Banking, Asset Allocation, Investment Strategies, Wealth Management, Fixed Income
Education
Columbia University in the City of New York 1978 — 1982
Bachelor of Arts, Political Science
Trinity School 1966 — 1978
LDR Capital Management 2012 - Present
U.S. Trust 2007 - 2011
Wall Street Access February 2007 - December 2007
Graham & Dodd Value Fund September 2006 - August 2007
The Stanford Group 2003 - 2005
Brean Murray, Carret & Co. 2002 - 2003
Wasserstein Perella 1997 - 2001
Bankers Trust 1995 - 1997
Gerard Klauer Mattison 1993 - 1995
Chemical Bank of New York 1983 - 1986
Skills
Series 7, Series 66, Investment Management, Marketing, Institutional Investors, Series 63, Securities, Investments, Portfolio Management, Asset Managment, Financial Services, Finance, Institutional..., Valuation, Alternative Investments, Asset Management, Equity Research, Capital Markets, Bloomberg, Uniform Combined State..., Banking, Asset Allocation, Investment Strategies, Wealth Management, Fixed Income
Education
Columbia University in the City of New York 1978 — 1982
Bachelor of Arts, Political Science
Trinity School 1966 — 1978
Joseph Golan's Bankers Trust Experience June 1976 - June 1996
Job President at Beverly Glen Associates
Industry Investment Management
Experience
Beverly Glen Associates 1996 - Present
Bankers Trust June 1976 - June 1996
Education
Cornell University 1971 — 1976
BA/MBA
Beverly Glen Associates 1996 - Present
Bankers Trust June 1976 - June 1996
Education
Cornell University 1971 — 1976
BA/MBA
Penny Heaberlin's Bankers Trust Experience 1981 - 1984
Job Retired at Maslon Edelman Borman Brand LLP
Industry Law Practice
Experience
Maslon Edelman Borman Brand LLP 2012 - Present
Maslon Edelman Borman & Brand, LLP 1994 - 2012
U.S. Court of Appeals for the Eighth Circuit 1993 - 1994
West Des Moines State Bank 1984 - 1991
Bankers Trust 1981 - 1984
Arthur Young 1979 - 1981
Skills
Legal Research, Legal Writing, Appeals, Legal Assistance
Education
Drake University Law School 1990 — 1993
Doctor of Law (JD)
Drake University 1989 — 1993
Master of Business Administration (MBA)
Drake University 1976 — 1979
Bachelor of Science (BS), Accounting, Certified Public Accountant
Maslon Edelman Borman Brand LLP 2012 - Present
Maslon Edelman Borman & Brand, LLP 1994 - 2012
U.S. Court of Appeals for the Eighth Circuit 1993 - 1994
West Des Moines State Bank 1984 - 1991
Bankers Trust 1981 - 1984
Arthur Young 1979 - 1981
Skills
Legal Research, Legal Writing, Appeals, Legal Assistance
Education
Drake University Law School 1990 — 1993
Doctor of Law (JD)
Drake University 1989 — 1993
Master of Business Administration (MBA)
Drake University 1976 — 1979
Bachelor of Science (BS), Accounting, Certified Public Accountant
Angela Schulze's Bankers Trust Experience May 1989 - June 1996
Job Office Coordinator at Dole Fresh Fruit International, Ltd
Industry Food Production
Experience
Dole Fresh Fruit International, Ltd June 2012 - Present
H&R Block January 2010 - April 2012
Bernard Staffing November 2010 - November 2011
Select Staffing September 2008 - April 2011
Grant & Eisenhofer PA February 2007 - February 2008
Adecco Staffing, USA December 2006 - February 2007
JPMorgan Chase October 1998 - November 2006
Delaware Today December 1996 - October 1998
Bancroft Construction Company June 1996 - December 1996
Bankers Trust May 1989 - June 1996
Skills
Administrative..., Lotus Notes, Office Management, SAP, Microsoft Office, Office Administration, Budgets, Microsoft Excel, JD Edwards, Logistics, Human Resources, Purchasing, Customer Service, Inventory Management, Employee Relations, Accounts Payable, Microsoft Word, Process Improvement, PowerPoint, Food Industry
Education
Goldey-Beacom College 1992 — 1997
Business Administration and Management, General
Delaware Technical and Community College-Stanton-Wilmington
Software Studies
Dole Fresh Fruit International, Ltd June 2012 - Present
H&R Block January 2010 - April 2012
Bernard Staffing November 2010 - November 2011
Select Staffing September 2008 - April 2011
Grant & Eisenhofer PA February 2007 - February 2008
Adecco Staffing, USA December 2006 - February 2007
JPMorgan Chase October 1998 - November 2006
Delaware Today December 1996 - October 1998
Bancroft Construction Company June 1996 - December 1996
Bankers Trust May 1989 - June 1996
Skills
Administrative..., Lotus Notes, Office Management, SAP, Microsoft Office, Office Administration, Budgets, Microsoft Excel, JD Edwards, Logistics, Human Resources, Purchasing, Customer Service, Inventory Management, Employee Relations, Accounts Payable, Microsoft Word, Process Improvement, PowerPoint, Food Industry
Education
Goldey-Beacom College 1992 — 1997
Business Administration and Management, General
Delaware Technical and Community College-Stanton-Wilmington
Software Studies
Loree Robinson's Bankers Trust Experience May 2003 - November 2006
Job Project Consultant at Robert Half Management Resources
Industry Insurance
Experience
Robert Half Management Resources May 2015 - Present
Continental Western Group (a W. R. Berkley Company) November 2006 - March 2014
Bankers Trust May 2003 - November 2006
Bankers Trust October 2000 - September 2002
Roth & Company, P.C. August 1996 - October 2000
Principal Financial Group June 1988 - May 1994
Skills
401k, Account Reconciliation, Statutory Accounting, Form 5500 preparation, General Ledger, Journal Entries, Customer Support, Payments, Payroll, Payroll Taxes, 1099 Preparation, W-2, ESOP, Oral Communication, Written Communication, Microsoft Excel, Microsoft Word
Education
Drake University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Saydel High School 1977 — 1981
HS Diploma, General
Robert Half Management Resources May 2015 - Present
Continental Western Group (a W. R. Berkley Company) November 2006 - March 2014
Bankers Trust May 2003 - November 2006
Bankers Trust October 2000 - September 2002
Roth & Company, P.C. August 1996 - October 2000
Principal Financial Group June 1988 - May 1994
Skills
401k, Account Reconciliation, Statutory Accounting, Form 5500 preparation, General Ledger, Journal Entries, Customer Support, Payments, Payroll, Payroll Taxes, 1099 Preparation, W-2, ESOP, Oral Communication, Written Communication, Microsoft Excel, Microsoft Word
Education
Drake University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Saydel High School 1977 — 1981
HS Diploma, General
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation