Bankers Trust
Industry: Bank
DescriptionBankers Trust was a historic American banking organization. The bank merged with Alex. Brown & Sons before being acquired by Deutsche Bank in 1999. Headquarters: New York City, New York, United States Successor: Deutsche Bank Founder: Henry Pomeroy Davison Founded: 1903
Bankers Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bankers Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bankers Trust Salaries. You can even request information on how much does Bankers Trust pay if you want to. Learn about salaries, pros and cons of working for Bankers Trust directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,851 Bankers Trust employees in database. Find out everything there's to know about Bankers Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bankers Trust Employees
Employee
Years
Job
Industry
Gregg Hollenberg Gregg Hollenberg's Bankers Trust Experience 1988 - 1990
Job
Industry Marketing and Advertising
Experience
National Signs 2012 - Present
National Signs 2010 - 2012
National Signs 2008 - 2010
Reliant Energy 2005 - 2007
Reliant Energy 2000 - 2005
Reliant Energy 1997 - 2000
Eagle Concrete Products - Cemex USA 1995 - 1997
FMC Technologies 1993 - 1995
First Ideas, Inc. 1992 - 1993
Bankers Trust 1988 - 1990
Skills
General Management, Marketing Strategy, Operations Management, Executive Management, Business Strategy, Sales Management
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA, General Management, Marketing
Duke University 1984 — 1988
Economics
National Signs 2012 - Present
National Signs 2010 - 2012
National Signs 2008 - 2010
Reliant Energy 2005 - 2007
Reliant Energy 2000 - 2005
Reliant Energy 1997 - 2000
Eagle Concrete Products - Cemex USA 1995 - 1997
FMC Technologies 1993 - 1995
First Ideas, Inc. 1992 - 1993
Bankers Trust 1988 - 1990
Skills
General Management, Marketing Strategy, Operations Management, Executive Management, Business Strategy, Sales Management
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA, General Management, Marketing
Duke University 1984 — 1988
Economics
Ami Vitori's Bankers Trust Experience 1995 - 1997
Job ENTREPRENUER. Created a specialized consulting business, proven to elevate content and boost brands.
Industry Marketing and Advertising
Experience
Vitori Trend January 2009 - Present
Rock the Vote August 2007 - February 2008
Kann Capital LTD August 2006 - September 2007
The Writer's Arc January 2005 - August 2007
Josephson Entertainment January 2003 - January 2005
Shutt-Jones Productions April 2000 - September 2002
Bankers Trust 1995 - 1997
Skills
Social Media Marketing, Marketing Strategy, Marketing Communications, Public Relations, Social Media, Strategic Planning, Marketing, Market Research, Digital Marketing, Email Marketing, Online Advertising, Strategic Partnerships, Event Management, Non-profits, Social Networking, Nonprofits, Marketing Management, Leadership, Start-ups, Brand Management, Strategy, Management, Budgets, Project Management, Project Planning, CRM, Fundraising, Press Releases, Business Development, Advertising, Online Marketing
Education
Georgetown University 1991 — 1995
Finance, International Business, Business Administration and Management, General
Georgetown University - The McDonough School of Business 1991 — 1995
Bachelor of Science in Business Administration, Finance and International Business
Vitori Trend January 2009 - Present
Rock the Vote August 2007 - February 2008
Kann Capital LTD August 2006 - September 2007
The Writer's Arc January 2005 - August 2007
Josephson Entertainment January 2003 - January 2005
Shutt-Jones Productions April 2000 - September 2002
Bankers Trust 1995 - 1997
Skills
Social Media Marketing, Marketing Strategy, Marketing Communications, Public Relations, Social Media, Strategic Planning, Marketing, Market Research, Digital Marketing, Email Marketing, Online Advertising, Strategic Partnerships, Event Management, Non-profits, Social Networking, Nonprofits, Marketing Management, Leadership, Start-ups, Brand Management, Strategy, Management, Budgets, Project Management, Project Planning, CRM, Fundraising, Press Releases, Business Development, Advertising, Online Marketing
Education
Georgetown University 1991 — 1995
Finance, International Business, Business Administration and Management, General
Georgetown University - The McDonough School of Business 1991 — 1995
Bachelor of Science in Business Administration, Finance and International Business
Wendy Willett McMillan Wendy Willett McMillan's Bankers Trust Experience 1992 - 1994
Job Managing Director at Wells Fargo Securities LLC
Industry Capital Markets
Experience
Wells Fargo Securities LLC December 2006 - Present
Banc of America Securities LLC 1994 - 2000
Bankers Trust 1992 - 1994
Chase Manhattan Bank 1991 - 1992
Skills
Capital Markets, Investment Banking, Fixed Income, Equities, Valuation, Hedge Funds, Derivatives, Series 7, Financial Modeling, Investments, Private Equity, Bloomberg, Financial Services, Asset Management, Bonds, Finance, Commodity, Financial Advisory, Alternative Investments, Investment Management, Asset Allocation, Mutual Funds, Wealth Management, Structured Products, Emerging Markets, Equity Derivatives, Equity Research
Education
Georgetown University 1987 — 1991
Bachelor of Science in Business Administration, Finance and International Management; French Minor
Oxford University 1990 — 1990
Summer Program, Comparative Business Policy
University Liggett School 1974 — 1987
Wells Fargo Securities LLC December 2006 - Present
Banc of America Securities LLC 1994 - 2000
Bankers Trust 1992 - 1994
Chase Manhattan Bank 1991 - 1992
Skills
Capital Markets, Investment Banking, Fixed Income, Equities, Valuation, Hedge Funds, Derivatives, Series 7, Financial Modeling, Investments, Private Equity, Bloomberg, Financial Services, Asset Management, Bonds, Finance, Commodity, Financial Advisory, Alternative Investments, Investment Management, Asset Allocation, Mutual Funds, Wealth Management, Structured Products, Emerging Markets, Equity Derivatives, Equity Research
Education
Georgetown University 1987 — 1991
Bachelor of Science in Business Administration, Finance and International Management; French Minor
Oxford University 1990 — 1990
Summer Program, Comparative Business Policy
University Liggett School 1974 — 1987
Lyle Katz Lyle Katz's Bankers Trust Experience 1994 - 1997
Job The only Mortgage Banker you will ever need
Industry Professional Training & Coaching
Experience
Wells Fargo July 2015 - Present
Evolve Bank and Trust 2010 - July 2015
Viacom August 1998 - January 2009
Amerada Hess July 1997 - August 1998
Bankers Trust 1994 - 1997
Merrill Lynch 1989 - 1993
The Chase Manhattan Bank September 1988 - October 1989
Skills
Finance, Risk Management, Budgets, Business Strategy, Process Improvement, Analysis, Cash Management, Financial Modeling, Corporate Finance, Treasury Management, Financial Analysis, Treasury, Mortgage Lending, Mortgage Banking, Residential Mortgages, Reverse Mortgages, Certified Mortgage..., Mortgage Underwriting, Mortgage Servicing, Mortgage Marketing, Jumbo Mortgage, Loan Origination, Loan Servicing, Home Equity Loans, Networking, Social Networking, Business Networking, Presenter, Executive Coaching, Business Coaching, Dynamic Speaker, Engaging Public Speaker, Experienced Speaker, Persuasive Speaker
Education
Fordham University 1990 — 1993
MBA, Finance
Vanderbilt University 1984 — 1988
Bachelor of Arts (B.A.), Economics
Wells Fargo July 2015 - Present
Evolve Bank and Trust 2010 - July 2015
Viacom August 1998 - January 2009
Amerada Hess July 1997 - August 1998
Bankers Trust 1994 - 1997
Merrill Lynch 1989 - 1993
The Chase Manhattan Bank September 1988 - October 1989
Skills
Finance, Risk Management, Budgets, Business Strategy, Process Improvement, Analysis, Cash Management, Financial Modeling, Corporate Finance, Treasury Management, Financial Analysis, Treasury, Mortgage Lending, Mortgage Banking, Residential Mortgages, Reverse Mortgages, Certified Mortgage..., Mortgage Underwriting, Mortgage Servicing, Mortgage Marketing, Jumbo Mortgage, Loan Origination, Loan Servicing, Home Equity Loans, Networking, Social Networking, Business Networking, Presenter, Executive Coaching, Business Coaching, Dynamic Speaker, Engaging Public Speaker, Experienced Speaker, Persuasive Speaker
Education
Fordham University 1990 — 1993
MBA, Finance
Vanderbilt University 1984 — 1988
Bachelor of Arts (B.A.), Economics
Coby Stilp, CFA Coby Stilp, CFA's Bankers Trust Experience 1994 - 2000
Job Chief Financial Officer at AFAM Capital, Inc.
Industry Financial Services
Experience
ACM Investment Management, LLC January 2011 - Present
AFAM Capital, Inc. June 2013 - Present
Proximity Learning, Inc. June 2011 - June 2012
Corkran Energy, LP 2008 - November 2011
Citigroup Global Markets January 2000 - January 2008
Bankers Trust 1994 - 2000
Kidder Peabody August 1991 - August 1993
Skills
Private Equity, Investment Banking, Capital Markets, Financial Modeling, LBO, Valuation, Alternative Investments, Hedge Funds, Equities, Mergers & Acquisitions, Alternative Assets, Due Diligence, Fixed Income, Corporate Finance, Finance, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1993 — 1995
M.B.A., Finance and Accounting
Georgetown University 1987 — 1991
A.B., Economics
ACM Investment Management, LLC January 2011 - Present
AFAM Capital, Inc. June 2013 - Present
Proximity Learning, Inc. June 2011 - June 2012
Corkran Energy, LP 2008 - November 2011
Citigroup Global Markets January 2000 - January 2008
Bankers Trust 1994 - 2000
Kidder Peabody August 1991 - August 1993
Skills
Private Equity, Investment Banking, Capital Markets, Financial Modeling, LBO, Valuation, Alternative Investments, Hedge Funds, Equities, Mergers & Acquisitions, Alternative Assets, Due Diligence, Fixed Income, Corporate Finance, Finance, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1993 — 1995
M.B.A., Finance and Accounting
Georgetown University 1987 — 1991
A.B., Economics
Edward M. Marhefka's Bankers Trust Experience December 1985 - January 1991
Job Managing Director at Markit
Industry Banking
Experience
Markit April 2013 - Present
Edward M Marhefka, LLC July 2012 - Present
Morgan Stanley April 1997 - January 2012
Lehman Brothers April 1994 - April 1997
Bank of America January 1991 - April 1994
Bankers Trust December 1985 - January 1991
Chemical Bank June 1982 - December 1985
Skills
Securities, Prime Brokerage, Investments, Securities Lending, Financial Services, Cash Management, Hedge Funds, Fixed Income, Series 7, Alternative Investments, Asset Managment, Capital Markets, Derivatives, Series 63, Trading
Education
Fairleigh Dickinson University 1980 — 1988
MBA, Finance
The College of New Jersey 1976 — 1979
Bachelor of Science, Criminal Justice
Markit April 2013 - Present
Edward M Marhefka, LLC July 2012 - Present
Morgan Stanley April 1997 - January 2012
Lehman Brothers April 1994 - April 1997
Bank of America January 1991 - April 1994
Bankers Trust December 1985 - January 1991
Chemical Bank June 1982 - December 1985
Skills
Securities, Prime Brokerage, Investments, Securities Lending, Financial Services, Cash Management, Hedge Funds, Fixed Income, Series 7, Alternative Investments, Asset Managment, Capital Markets, Derivatives, Series 63, Trading
Education
Fairleigh Dickinson University 1980 — 1988
MBA, Finance
The College of New Jersey 1976 — 1979
Bachelor of Science, Criminal Justice
Barb Yevchak Barb Yevchak's Bankers Trust Experience 1995 - 1997
Job Proprietor/Owner, Body Beautiful Studio
Industry Health, Wellness and Fitness
Experience
Body Beautiful Studio: Fitness, Weight-Loss & Body Wraps 2007 - 2012
Allegiance Telecom 2000 - 2004
American General 1997 - 2000
Bankers Trust 1995 - 1997
Skills
Strategic Planning, Product Development, Process Improvement, Business Process..., PowerPoint, Management, Marketing Strategy, Leadership, Team Building, Change Management, Start-ups, Coaching, Business Analysis, Project Management, New Business Development
Education
Trevecca Nazarene University 1995 — 1997
M.A., Organizational Management
Middle Tennessee State University (MTSU) 1990 — 1993
B.A., Liberal Arts, Emphasis in Business/Economics
East Stroudsburg University of Pennsylvania 1989 — 1990
Body Beautiful Studio: Fitness, Weight-Loss & Body Wraps 2007 - 2012
Allegiance Telecom 2000 - 2004
American General 1997 - 2000
Bankers Trust 1995 - 1997
Skills
Strategic Planning, Product Development, Process Improvement, Business Process..., PowerPoint, Management, Marketing Strategy, Leadership, Team Building, Change Management, Start-ups, Coaching, Business Analysis, Project Management, New Business Development
Education
Trevecca Nazarene University 1995 — 1997
M.A., Organizational Management
Middle Tennessee State University (MTSU) 1990 — 1993
B.A., Liberal Arts, Emphasis in Business/Economics
East Stroudsburg University of Pennsylvania 1989 — 1990
Joe Rafanelli, MBA's Bankers Trust Experience April 1996 - May 1998
Job VP Client/Account Manager
Industry Financial Services
Experience
JP Morgan Chase August 2009 - September 2015
JPMorgan Chase & Co. August 2009 - September 2015
Brown Brothers Harriman May 2007 - November 2008
Citi May 2004 - May 2007
Deutsche Bank May 1998 - March 2003
Bankers Trust April 1996 - May 1998
Skills
Management, Integration, Financial Services, Project Management, Product Development, Operations Management, Fixed Income, Equities, Troubleshooting, Derivatives, Customer Retention, Securities, Capital Markets, Banking, Middle Office, Mutual Funds, Hedge Funds
Education
Fairleigh Dickinson University 1990 — 1993
MBA, Investment Finance
JP Morgan Chase August 2009 - September 2015
JPMorgan Chase & Co. August 2009 - September 2015
Brown Brothers Harriman May 2007 - November 2008
Citi May 2004 - May 2007
Deutsche Bank May 1998 - March 2003
Bankers Trust April 1996 - May 1998
Skills
Management, Integration, Financial Services, Project Management, Product Development, Operations Management, Fixed Income, Equities, Troubleshooting, Derivatives, Customer Retention, Securities, Capital Markets, Banking, Middle Office, Mutual Funds, Hedge Funds
Education
Fairleigh Dickinson University 1990 — 1993
MBA, Investment Finance
Eric Di Benedetto's Bankers Trust Experience 1988 - 1989
Job Private Investor at Quadratura.it
Industry Investment Management
Experience
Quadratura.it April 2015 - Present
Active Starts March 2000 - Present
Convergence Partners April 1997 - September 2003
BANEXI 1991 - 1997
PARGESA/Lambert Brussels 1989 - 1991
Bankers Trust 1988 - 1989
Skills
Venture Capital, Start-ups, Entrepreneur, Product Strategy, SaaS, Strategic Partnerships, Corporate Development, Product Management, Entrepreneurship, Product Marketing, Strategy Development, Cloud Computing, Business Strategy, Go-to-market Strategy, Mobile, E-commerce, Mergers, Analytics, Competitive Analysis, New Business Development, Executive Management, Private Equity, Product Development, Management Consulting, Enterprise Software, Investment Banking, Alliances, Business Modeling, Product Launch, Business Management, Strategic Planning, Marketing Strategy, P&L Management, Due Diligence, B2B, Corporate Finance, Portfolio Management, Mobile Applications, Team Building, Financial Sector, Executive Coaching, Artificial Intelligence, Angel Investing, Business Development, Investments, Valuation, Venture Financing, M&A experience, IPO, Finance
Education
ESSEC Business School 1986 — 1989
MBA, Economics & Finance
Quadratura.it April 2015 - Present
Active Starts March 2000 - Present
Convergence Partners April 1997 - September 2003
BANEXI 1991 - 1997
PARGESA/Lambert Brussels 1989 - 1991
Bankers Trust 1988 - 1989
Skills
Venture Capital, Start-ups, Entrepreneur, Product Strategy, SaaS, Strategic Partnerships, Corporate Development, Product Management, Entrepreneurship, Product Marketing, Strategy Development, Cloud Computing, Business Strategy, Go-to-market Strategy, Mobile, E-commerce, Mergers, Analytics, Competitive Analysis, New Business Development, Executive Management, Private Equity, Product Development, Management Consulting, Enterprise Software, Investment Banking, Alliances, Business Modeling, Product Launch, Business Management, Strategic Planning, Marketing Strategy, P&L Management, Due Diligence, B2B, Corporate Finance, Portfolio Management, Mobile Applications, Team Building, Financial Sector, Executive Coaching, Artificial Intelligence, Angel Investing, Business Development, Investments, Valuation, Venture Financing, M&A experience, IPO, Finance
Education
ESSEC Business School 1986 — 1989
MBA, Economics & Finance
Vince Davis's Bankers Trust Experience 1995 - 1996
Job VP, Sales at SF Group Ltd
Industry Financial Services
Experience
Student Funding Group, LLC / StuFund Marketing, LLC / SF Staffing Solutions January 2008 - Present
SF Group Ltd. January 2008 - Present
Weichert, Realtors 2013 - 2014
Sallie Mae 2004 - 2007
Wachovia Education Finance 2001 - 2003
The Vanguard Group 2000 - 2001
Merrill Lynch 1999 - 2000
Merrill Lynch 1997 - 1998
Bankers Trust 1995 - 1996
Smith Barney 1986 - 1995
Skills
Relationship Management
Education
Earlham College 1981 — 1985
BA, Economics/ Business Management
Brooklyn Friends School
Student Funding Group, LLC / StuFund Marketing, LLC / SF Staffing Solutions January 2008 - Present
SF Group Ltd. January 2008 - Present
Weichert, Realtors 2013 - 2014
Sallie Mae 2004 - 2007
Wachovia Education Finance 2001 - 2003
The Vanguard Group 2000 - 2001
Merrill Lynch 1999 - 2000
Merrill Lynch 1997 - 1998
Bankers Trust 1995 - 1996
Smith Barney 1986 - 1995
Skills
Relationship Management
Education
Earlham College 1981 — 1985
BA, Economics/ Business Management
Brooklyn Friends School
Kevin Theis Kevin Theis's Bankers Trust Experience 1993 - 1996
Job Director of FM2 at Lee Company
Industry Facilities Services
Experience
Lee Company November 2012 - Present
Parallon Business Solutions February 2011 - December 2012
WorkingBuildings, LLC September 2008 - January 2010
Corrections Corporation of America 2007 - 2008
Dell 1999 - 2007
Highwoods Properties 1996 - 1999
Bankers Trust 1993 - 1996
The Whiting-Turner Contracting Company 1984 - 1993
Skills
Quality Management, Human Resources, Outsourcing, Construction, Energy Management, Strategic Sourcing, Supply Chain, Team Leadership, Six Sigma, Facilities Management, Hospitals, Data Center, Account Management, Supervisory Skills, Cross-functional Team..., Process Scheduler, Microsoft Office, Business Development, Construction Management, Sales, Coaching, Purchasing, Property Management, Facilities Operations, New Business Development, Contract Negotiation, Training, Team Building, HVAC, Contract Management, Income Statement, Project Management, Troubleshooting, Recruiting, Employee Relations, Real Estate, Leadership, Marketing, Strategy, Sales Management, MS Project, Budgets, Performance Management, Manufacturing, Sales Operations, Customer Satisfaction, Public Speaking, Analysis, Program Management, Forecasting
Education
Frostburg State University 1980 — 1984
BA, Business
Lee Company November 2012 - Present
Parallon Business Solutions February 2011 - December 2012
WorkingBuildings, LLC September 2008 - January 2010
Corrections Corporation of America 2007 - 2008
Dell 1999 - 2007
Highwoods Properties 1996 - 1999
Bankers Trust 1993 - 1996
The Whiting-Turner Contracting Company 1984 - 1993
Skills
Quality Management, Human Resources, Outsourcing, Construction, Energy Management, Strategic Sourcing, Supply Chain, Team Leadership, Six Sigma, Facilities Management, Hospitals, Data Center, Account Management, Supervisory Skills, Cross-functional Team..., Process Scheduler, Microsoft Office, Business Development, Construction Management, Sales, Coaching, Purchasing, Property Management, Facilities Operations, New Business Development, Contract Negotiation, Training, Team Building, HVAC, Contract Management, Income Statement, Project Management, Troubleshooting, Recruiting, Employee Relations, Real Estate, Leadership, Marketing, Strategy, Sales Management, MS Project, Budgets, Performance Management, Manufacturing, Sales Operations, Customer Satisfaction, Public Speaking, Analysis, Program Management, Forecasting
Education
Frostburg State University 1980 — 1984
BA, Business
John E. Ladany John E. Ladany's Bankers Trust Experience 1984 - 1993
Job Managing Director, Citibank, Treasury and Trade Solutions/Correspondent Banking Group
Industry Financial Services
Experience
Citibank 2003 - Present
The Bank of New York 1993 - 2003
Bankers Trust 1984 - 1993
Skills
Trade Finance, Transaction Banking, Trade Services, Letters Of Credit, Financial Institutions, Cash Management, SWIFT, Payments, Letters of Credit, Banking, SWIFT payments, Financial Transactions, Treasury Management, Capital Markets, FX Options, Treasury, Risk Management, Trading, Credit Risk, AML, International Trade, Finance, Financial Services, Structured Finance, Financial Structuring, Portfolio Management, Liquidity Management, Credit, Relationship Management, Operational Risk, Management, Credit Analysis, Commercial Banking, Bonds, Financial Risk
Education
University of Virginia - Darden Graduate School of Business Administration 1982 — 1984
MBA
Duke University 1975 — 1979
BS cum laude, Accounting
Citibank 2003 - Present
The Bank of New York 1993 - 2003
Bankers Trust 1984 - 1993
Skills
Trade Finance, Transaction Banking, Trade Services, Letters Of Credit, Financial Institutions, Cash Management, SWIFT, Payments, Letters of Credit, Banking, SWIFT payments, Financial Transactions, Treasury Management, Capital Markets, FX Options, Treasury, Risk Management, Trading, Credit Risk, AML, International Trade, Finance, Financial Services, Structured Finance, Financial Structuring, Portfolio Management, Liquidity Management, Credit, Relationship Management, Operational Risk, Management, Credit Analysis, Commercial Banking, Bonds, Financial Risk
Education
University of Virginia - Darden Graduate School of Business Administration 1982 — 1984
MBA
Duke University 1975 — 1979
BS cum laude, Accounting
Kevin Onorevole Kevin Onorevole's Bankers Trust Experience 1995 - 1996
Job Lieutenant at Lee County Emergency Medical Services
Industry Government Administration
Experience
Lee County Emergency Medical Services March 2003 - Present
MONOC June 1997 - July 2002
Jersey Shore Medical Center September 1999 - September 2001
Bankers Trust 1995 - 1996
Skills
Emergency Management, Public Safety, Cpr Certified, Emergency Services, NIMS, First Aid, ACLS, Disaster Response, Healthcare, BLS, Ambulance, EMS, Customer Service, Public Speaking, PALS, Microsoft Office, Team Building, Rescue, First Responder, Incident Command, Paramedic, Preparedness, CPR Certified
Education
Ocean County College 1999 — 2000
Certifiacte, Paramedicine
Montclair State University 1987 — 1992
B.A., Broadcasting
Florida Gulf Coast University
Accounting
Lee County Emergency Medical Services March 2003 - Present
MONOC June 1997 - July 2002
Jersey Shore Medical Center September 1999 - September 2001
Bankers Trust 1995 - 1996
Skills
Emergency Management, Public Safety, Cpr Certified, Emergency Services, NIMS, First Aid, ACLS, Disaster Response, Healthcare, BLS, Ambulance, EMS, Customer Service, Public Speaking, PALS, Microsoft Office, Team Building, Rescue, First Responder, Incident Command, Paramedic, Preparedness, CPR Certified
Education
Ocean County College 1999 — 2000
Certifiacte, Paramedicine
Montclair State University 1987 — 1992
B.A., Broadcasting
Florida Gulf Coast University
Accounting
Kheil McIntyre's Bankers Trust Experience 1987 - 1989
Job Chief Operating Officer & General Manager at LearningExpress, an EBSCO Company
Industry E-Learning
Experience
EBSCO Information Services April 2015 - Present
LearningExpress LLC November 2007 - April 2015
LearningExpress LLC November 2006 - October 2007
Gamefit.net February 2004 - October 2006
The March Firm, Inc. February 2002 - October 2006
Urbanworld Films/Urbanworld Film Festival 2000 - 2002
WestLB August 1989 - July 2000
Bankers Trust 1987 - 1989
Skills
Marketing, Strategic Planning, Strategic Partnerships, Business Development, E-commerce, New Business Development, Marketing Strategy, Product Development, Salesforce.com, Public Speaking, Social Media, Financial Analysis, Strategic Financial..., Corporate Finance, Revenue Cycle, Team Management, SaaS
Education
Florida Agricultural and Mechanical University 1983 — 1987
B.S.
Half Hollow Hills High School West
EBSCO Information Services April 2015 - Present
LearningExpress LLC November 2007 - April 2015
LearningExpress LLC November 2006 - October 2007
Gamefit.net February 2004 - October 2006
The March Firm, Inc. February 2002 - October 2006
Urbanworld Films/Urbanworld Film Festival 2000 - 2002
WestLB August 1989 - July 2000
Bankers Trust 1987 - 1989
Skills
Marketing, Strategic Planning, Strategic Partnerships, Business Development, E-commerce, New Business Development, Marketing Strategy, Product Development, Salesforce.com, Public Speaking, Social Media, Financial Analysis, Strategic Financial..., Corporate Finance, Revenue Cycle, Team Management, SaaS
Education
Florida Agricultural and Mechanical University 1983 — 1987
B.S.
Half Hollow Hills High School West
Graham McDaniel's Bankers Trust Experience September 1998 - April 1999
Job Senior Finance Director Divisional Controller North America at Oracle Corporation
Industry Information Technology and Services
Experience
Oracle Corporation November 2013 - Present
Oracle Corporation October 2012 - November 2013
Oracle Corporation January 2011 - October 2012
Oracle Corporation November 2009 - June 2011
Oracle Corporation April 2007 - December 2010
Oracle Corporation June 2002 - April 2007
Oracle Corporation February 2000 - May 2002
Hertz Europe Finance Centre April 1999 - February 2000
Bankers Trust September 1998 - April 1999
Skills
Account Reconciliation, Finance, Accounting, US GAAP, Financial Reporting, Oracle E-Business Suite, Oracle, ERP, Integration, Internal Audit, Forecasting, Business Analysis
Education
The Chartered Institute of Management Accountants 2000 — 2003
ACMA, Associate Chartered Management Accountant
Dundalk Institute of Technology 1994 — 1998
BBS, Bacherlor of Business Studies
Oracle Corporation November 2013 - Present
Oracle Corporation October 2012 - November 2013
Oracle Corporation January 2011 - October 2012
Oracle Corporation November 2009 - June 2011
Oracle Corporation April 2007 - December 2010
Oracle Corporation June 2002 - April 2007
Oracle Corporation February 2000 - May 2002
Hertz Europe Finance Centre April 1999 - February 2000
Bankers Trust September 1998 - April 1999
Skills
Account Reconciliation, Finance, Accounting, US GAAP, Financial Reporting, Oracle E-Business Suite, Oracle, ERP, Integration, Internal Audit, Forecasting, Business Analysis
Education
The Chartered Institute of Management Accountants 2000 — 2003
ACMA, Associate Chartered Management Accountant
Dundalk Institute of Technology 1994 — 1998
BBS, Bacherlor of Business Studies
Gerard Raho's Bankers Trust Experience 1996 - 1997
Job Co Founder at G2 Auto Advisors
Industry Consumer Services
Experience
G2 Auto Advisors 2014 - Present
Michael Gerard Designs 2014 - 2015
Global Direct Equities 2014 - 2015
Raymond James Financial, Inc. 2010 - 2012
Lek Securities 2003 - 2010
BBVA 1997 - 2002
Bankers Trust 1996 - 1997
J.P. Morgan 1992 - 1996
Skills
Trading, Emerging Markets, Capital Markets, Securities, Latin America, Start-ups, Finance, Equities, Investments, Management, Hedge Funds, Financial Markets
Education
Duke University - Fuqua School of Business 1984 — 1986
Master of Business Administration (MBA)
Syracuse University 1980 — 1984
Bachelor of Arts (B.A.), Economics
G2 Auto Advisors 2014 - Present
Michael Gerard Designs 2014 - 2015
Global Direct Equities 2014 - 2015
Raymond James Financial, Inc. 2010 - 2012
Lek Securities 2003 - 2010
BBVA 1997 - 2002
Bankers Trust 1996 - 1997
J.P. Morgan 1992 - 1996
Skills
Trading, Emerging Markets, Capital Markets, Securities, Latin America, Start-ups, Finance, Equities, Investments, Management, Hedge Funds, Financial Markets
Education
Duke University - Fuqua School of Business 1984 — 1986
Master of Business Administration (MBA)
Syracuse University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Richard Marshall Richard Marshall's Bankers Trust Experience April 1993 - September 1997
Job Vice President Investment Management Operations Global Head of Pricing at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein October 2012 - Present
AllianceBernstein July 2010 - Present
AllianceBernstein June 1998 - July 2010
Chase Manhattan Corporation September 1997 - June 1998
Bankers Trust April 1993 - September 1997
Skills
Corporate Actions, Market Data, Valuation, Analysis, Fixed Income, Reference Data, Pricing, Cadis, Hedge Funds, Equities, Settlement, Financial Services, Securities, Trading Systems, Strategy, Derivatives, Bloomberg, Asset Management
Education
Fordham University - Graduate School of Business Administration 1996 — 1998
MBA, Finance
Penn State University 1987 — 1992
BS, Economics
AllianceBernstein October 2012 - Present
AllianceBernstein July 2010 - Present
AllianceBernstein June 1998 - July 2010
Chase Manhattan Corporation September 1997 - June 1998
Bankers Trust April 1993 - September 1997
Skills
Corporate Actions, Market Data, Valuation, Analysis, Fixed Income, Reference Data, Pricing, Cadis, Hedge Funds, Equities, Settlement, Financial Services, Securities, Trading Systems, Strategy, Derivatives, Bloomberg, Asset Management
Education
Fordham University - Graduate School of Business Administration 1996 — 1998
MBA, Finance
Penn State University 1987 — 1992
BS, Economics
Yves Balmann Yves Balmann's Bankers Trust Experience 1988 - 1999
Job Director at Sweetwater Spectrum Life with Purpose
Industry Financial Services
Experience
Sweetwater Spectrum - Life with Purpose November 2014 - Present
Conversant I.P. February 2013 - Present
Exelon March 2012 - Present
Laureate International Universities 2007 - December 2014
Bregal Investments 2002 - December 2012
Deutsche Bank 1999 - 2001
Bankers Trust 1988 - 1999
Citi 1973 - 1987
Skills
Management, Alternative Investments, Risk Management, Corporate Strategy..., Corporate Finance, Capital Markets, Corporate Governance
Education
Stanford University 1969 — 1970
Master of Science (MS), Operations Research
Ecole polytechnique 1966 — 1968
Ingenieur, Mathematics and Physics
Sweetwater Spectrum - Life with Purpose November 2014 - Present
Conversant I.P. February 2013 - Present
Exelon March 2012 - Present
Laureate International Universities 2007 - December 2014
Bregal Investments 2002 - December 2012
Deutsche Bank 1999 - 2001
Bankers Trust 1988 - 1999
Citi 1973 - 1987
Skills
Management, Alternative Investments, Risk Management, Corporate Strategy..., Corporate Finance, Capital Markets, Corporate Governance
Education
Stanford University 1969 — 1970
Master of Science (MS), Operations Research
Ecole polytechnique 1966 — 1968
Ingenieur, Mathematics and Physics
Ann Minnium, CFP® RICP® Ann Minnium, CFP® RICP®'s Bankers Trust Experience 1989 - 1995
Job FeeOnly Financial Planner and Investment AdvisorPrincipal, Concierge Financial Planning, LLC
Industry Financial Services
Experience
Concierge Financial Planning 2009 - Present
Athena Investment Club 2009 - Present
Bankers Trust 1989 - 1995
J.P. Morgan 1987 - 1989
Skills
Investment Advisory, Financial Advisory, Retirement Planning, Personal Finance, Estate Planning, 401k, Employee Benefits, Asset Allocation, Investment Strategies, Financial Goals, College Education..., Debt Management, Financial Planning, 403 b, Insurance Planning, Personal Finance Writer, Social Security Planning, Equity Compensation..., Tax Planning, IRA, Savings Strategies, Investments, Certified Financial..., Finance, Retirement
Education
Williams College 1984 — 1988
BA, History
Nichols School 1977 — 1983
Fairleigh Dickinson University
Financial Planning Certificate Program
Concierge Financial Planning 2009 - Present
Athena Investment Club 2009 - Present
Bankers Trust 1989 - 1995
J.P. Morgan 1987 - 1989
Skills
Investment Advisory, Financial Advisory, Retirement Planning, Personal Finance, Estate Planning, 401k, Employee Benefits, Asset Allocation, Investment Strategies, Financial Goals, College Education..., Debt Management, Financial Planning, 403 b, Insurance Planning, Personal Finance Writer, Social Security Planning, Equity Compensation..., Tax Planning, IRA, Savings Strategies, Investments, Certified Financial..., Finance, Retirement
Education
Williams College 1984 — 1988
BA, History
Nichols School 1977 — 1983
Fairleigh Dickinson University
Financial Planning Certificate Program
Blu Putnam Blu Putnam's Bankers Trust Experience July 1994 - February 1997
Job Chief Economist for CME Group
Industry Financial Services
Experience
CME Group May 2011 - Present
Bayesian Edge Technology & Solutions, Ltd. January 2000 - April 2011
CDC Investment Management Corp (NY) 1997 - 1999
Bankers Trust July 1994 - February 1997
Skills
spokesperson on global..., Portfolio Management, Risk Management, Economic Research, Financial Forecasting, Fixed Income, Investments, Hedge Funds, Asset Management, Asset Allocation, Trading, Bloomberg, FX Options, Alternative Investments, Economics, Financial Markets, Business Strategy, Options, Capital Markets, Equities, Financial Modeling, Mutual Funds, Derivatives, Commodity, Financial Services
Education
Tulane University 1972 — 1977
Ph.D., Economics
Eckerd College 1968 — 1972
BA, Economics
CME Group May 2011 - Present
Bayesian Edge Technology & Solutions, Ltd. January 2000 - April 2011
CDC Investment Management Corp (NY) 1997 - 1999
Bankers Trust July 1994 - February 1997
Skills
spokesperson on global..., Portfolio Management, Risk Management, Economic Research, Financial Forecasting, Fixed Income, Investments, Hedge Funds, Asset Management, Asset Allocation, Trading, Bloomberg, FX Options, Alternative Investments, Economics, Financial Markets, Business Strategy, Options, Capital Markets, Equities, Financial Modeling, Mutual Funds, Derivatives, Commodity, Financial Services
Education
Tulane University 1972 — 1977
Ph.D., Economics
Eckerd College 1968 — 1972
BA, Economics
Bonnie Boyce Bonnie Boyce's Bankers Trust Experience 1986 - 2002
Job Portfolio Admin at BNY Mellon Consultant
Industry Financial Services
Experience
BNY Mellon Wealth Management July 2015 - Present
ZeroChoas May 2013 - June 2015
Town of Greenburgh, NY September 2012 - May 2013
Deutsche Bank February 1986 - June 2002
Bankers Trust 1986 - 2002
Education
Westchester Community College 2011 — 2014
Paralegal Certificate, Paralegal, 4.0
Fordham University - Graduate School of Business Administration 1988 — 1991
MBA, Finance
Fordham University 1980 — 1984
BA, Economics
Palmer School Of Library Science
St. Anthonys School
BNY Mellon Wealth Management July 2015 - Present
ZeroChoas May 2013 - June 2015
Town of Greenburgh, NY September 2012 - May 2013
Deutsche Bank February 1986 - June 2002
Bankers Trust 1986 - 2002
Education
Westchester Community College 2011 — 2014
Paralegal Certificate, Paralegal, 4.0
Fordham University - Graduate School of Business Administration 1988 — 1991
MBA, Finance
Fordham University 1980 — 1984
BA, Economics
Palmer School Of Library Science
St. Anthonys School
Wallace Legg Wallace Legg's Bankers Trust Experience 1990 - 1994
Job Owner/Manager at W.V. Legg Financial Management, LLC
Industry Investment Management
Experience
W.V. Legg Financial Management, LLC July 2012 - Present
Morgan Stanley Smith Barney July 2008 - June 2012
Cypress Capital Group September 2006 - January 2008
Nothern Trust May 1999 - August 2006
US. Trust Company January 1995 - April 1999
SunTrust Bank 1994 - 1995
Bankers Trust 1990 - 1994
Skills
Finance, Strategic Financial..., Estate Planning, Bonds, Wealth Management..., Derivatives, Financial Modeling, Valuation, Capital Markets, Bloomberg, Financial Services, Options, Financial Analysis, Retirement, ETFs, Financial Markets, Trading, Financial Advisory, Private Equity, Wealth
Education
Florida Atlantic University 1987 — 1989
Master of Business Administration (M.B.A.), Finance, 3.6
Florida Atlantic University 1985 — 1987
Bachelor of Business Administration (B.B.A.), Finance, General, 3.6 Honors
W.V. Legg Financial Management, LLC July 2012 - Present
Morgan Stanley Smith Barney July 2008 - June 2012
Cypress Capital Group September 2006 - January 2008
Nothern Trust May 1999 - August 2006
US. Trust Company January 1995 - April 1999
SunTrust Bank 1994 - 1995
Bankers Trust 1990 - 1994
Skills
Finance, Strategic Financial..., Estate Planning, Bonds, Wealth Management..., Derivatives, Financial Modeling, Valuation, Capital Markets, Bloomberg, Financial Services, Options, Financial Analysis, Retirement, ETFs, Financial Markets, Trading, Financial Advisory, Private Equity, Wealth
Education
Florida Atlantic University 1987 — 1989
Master of Business Administration (M.B.A.), Finance, 3.6
Florida Atlantic University 1985 — 1987
Bachelor of Business Administration (B.B.A.), Finance, General, 3.6 Honors
Gina Losito Gina Losito's Bankers Trust Experience 1995 - 1998
Job Vice President at Citigroup
Industry Financial Services
Brian McConville Brian McConville's Bankers Trust Experience 1990 - 1999
Job Senior Vice President at HSBC
Industry Financial Services
Experience
HSBC 2011 - Present
Deutsche Bank 2008 - 2010
HSBC June 2005 - May 2008
Bank of America 2003 - 2004
Bankers Trust 1990 - 1999
Education
Georgetown University 1985 — 1989
BA, Economics
BC High 1981 — 1985
HS, College Prep
HSBC 2011 - Present
Deutsche Bank 2008 - 2010
HSBC June 2005 - May 2008
Bank of America 2003 - 2004
Bankers Trust 1990 - 1999
Education
Georgetown University 1985 — 1989
BA, Economics
BC High 1981 — 1985
HS, College Prep
Silvia George Malek Silvia George Malek's Bankers Trust Experience 1993 - 1997
Job Analyst/Client Service at Synergistix
Industry Financial Services
Experience
Synergistix June 2014 - Present
Citi February 2014 - June 2014
A Malek CPA January 2011 - January 2014
Conifer Securities March 2010 - November 2011
Morgan Stanley July 2000 - November 2008
M.D. Sass & Co. 1997 - 2000
Bankers Trust 1993 - 1997
Goldman Sachs 1993 - 1997
Deloitte 1989 - 1990
Skills
Prime Brokerage, Hedge Funds, Equities, Fixed Income, Derivatives, Securities, Series 7, Bloomberg, Capital Markets, Financial Services, Equity Derivatives, Middle Office, Mutual Funds, Finance, Portfolio Management
Education
Fairleigh Dickinson University
B.S., Accounting
Fairleigh Dickinson University
Bachelor's degree, Accounting
Synergistix June 2014 - Present
Citi February 2014 - June 2014
A Malek CPA January 2011 - January 2014
Conifer Securities March 2010 - November 2011
Morgan Stanley July 2000 - November 2008
M.D. Sass & Co. 1997 - 2000
Bankers Trust 1993 - 1997
Goldman Sachs 1993 - 1997
Deloitte 1989 - 1990
Skills
Prime Brokerage, Hedge Funds, Equities, Fixed Income, Derivatives, Securities, Series 7, Bloomberg, Capital Markets, Financial Services, Equity Derivatives, Middle Office, Mutual Funds, Finance, Portfolio Management
Education
Fairleigh Dickinson University
B.S., Accounting
Fairleigh Dickinson University
Bachelor's degree, Accounting
Akiva Shapiro, Esq. Akiva Shapiro, Esq.'s Bankers Trust Experience June 1996 - May 1999
Job I help Law Firms & InHouse Counsel Handle and Win eDiscovery Cases | Author | eDiscovery Expert
Industry Law Practice
Experience
Akiva Shapiro Law, PLLC January 2015 - Present
Akiva Shapiro, LLC August 2014 - Present
Eltman, Eltman and Cooper October 2011 - June 2014
Peter T. Roach & Assoc. (Law Firm) March 2010 - October 2011
Custom Software Development, and Business & Technology Consulting June 2001 - February 2010
Icon Medialab 1999 - 2000
Bankers Trust June 1996 - May 1999
Career Note January 1989 - March 1996
Skills
eDiscovery, Electronic Discovery, Contract Negotiation, Breach Of Contract, Computer Forensics, Information Governance, Information Architecture, Collections, Financial Analysis, Business Development, Strategic Planning, Knowledge Management, Business Intelligence, Software Development, SQL, VBA, MS Access, Project Management, Bankruptcy, Divorce Law
Education
St. John's University School of Law
J.D., Law
Duke University - The Fuqua School of Business
International Executive MBA, Business
Iona College
BS, summa cum laude, Computer Science
Akiva Shapiro Law, PLLC January 2015 - Present
Akiva Shapiro, LLC August 2014 - Present
Eltman, Eltman and Cooper October 2011 - June 2014
Peter T. Roach & Assoc. (Law Firm) March 2010 - October 2011
Custom Software Development, and Business & Technology Consulting June 2001 - February 2010
Icon Medialab 1999 - 2000
Bankers Trust June 1996 - May 1999
Career Note January 1989 - March 1996
Skills
eDiscovery, Electronic Discovery, Contract Negotiation, Breach Of Contract, Computer Forensics, Information Governance, Information Architecture, Collections, Financial Analysis, Business Development, Strategic Planning, Knowledge Management, Business Intelligence, Software Development, SQL, VBA, MS Access, Project Management, Bankruptcy, Divorce Law
Education
St. John's University School of Law
J.D., Law
Duke University - The Fuqua School of Business
International Executive MBA, Business
Iona College
BS, summa cum laude, Computer Science
Thomas Feda Thomas Feda's Bankers Trust Experience April 1991 - April 1997
Job Director at trueEX Group LLC
Industry Capital Markets
Experience
trueEX Group LLC July 2014 - Present
Societe Generale, Corporate & Investment Banking November 2012 - April 2014
TD Securities (USA), February 2010 - September 2012
Nomura Securities July 2008 - February 2010
Bear Stearns & Co, April 2003 - June 2008
UBS Investment Bank April 1997 - April 2003
Bankers Trust April 1991 - April 1997
U.S. Department of State 1988 - 1990
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
Fordham University
Bachelor of Arts (B.A.), Economics
trueEX Group LLC July 2014 - Present
Societe Generale, Corporate & Investment Banking November 2012 - April 2014
TD Securities (USA), February 2010 - September 2012
Nomura Securities July 2008 - February 2010
Bear Stearns & Co, April 2003 - June 2008
UBS Investment Bank April 1997 - April 2003
Bankers Trust April 1991 - April 1997
U.S. Department of State 1988 - 1990
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
Fordham University
Bachelor of Arts (B.A.), Economics
Pete Galloway Pete Galloway's Bankers Trust Experience 1996 - 2000
Job
Industry Financial Services
Experience
Standard & Poor's 2013 - 2015
Barclays Capital (legacy Lehman Brothers) 2007 - 2013
Citigroup 2003 - 2007
Deutsche Asset Management 2000 - 2003
Bankers Trust 1996 - 2000
Education
Fordham University School of Law 1992 — 1995
JD
St. John Fisher College 1988 — 1992
BA, History, Politcal Science
Standard & Poor's 2013 - 2015
Barclays Capital (legacy Lehman Brothers) 2007 - 2013
Citigroup 2003 - 2007
Deutsche Asset Management 2000 - 2003
Bankers Trust 1996 - 2000
Education
Fordham University School of Law 1992 — 1995
JD
St. John Fisher College 1988 — 1992
BA, History, Politcal Science
Alisa Kesten Alisa Kesten's Bankers Trust Experience April 1982 - May 1985
Job Lifelong cheerleader and matchmaker for community engagement through volunteerism
Industry Nonprofit Organization Management
Experience
Volunteer New York! January 2010 - Present
The Volunteer Center of United Way June 2008 - December 2009
KSM Consultants, LLC September 2003 - December 2009
Douglas Gould and Co November 2006 - March 2009
Friends of Hillary August 2006 - December 2006
Bramson for New York February 2002 - November 2002
Beth El Nursery School September 1990 - June 1998
Bankers Trust April 1982 - May 1985
American Jewish Committee 1980 - 1982
Skills
Volunteer Management, Strategic Communications, Non-profits, Fundraising, Community Outreach, Community Relations, Event Planning, Social Media, Social Networking, Leadership Development, Public Speaking, Philanthropy, Volunteer Training, Community Development, Program Development, Social Media Outreach, Advertising, Grassroots Fundraising, Social Media Marketing, Recruitment Training, Community Engagement, Non-profit Program..., Nonprofits, Program Evaluation, Public Relations, Program Management, Board Development, Event Management, Teaching, Strategic Planning, Strategy, Grant Writing, Annual Giving, Grants, Public Policy, Leadership, Media Relations, Youth Development, Grassroots Organizing, Facebook, Political Campaigns, Stewardship, Staff Development, Politics, Non-profit..., Coalitions, Newsletters, Community Organizing, Non-profit Board...
Education
Leadership Westchester 2005 — 2005
The College of New Rochelle 1988 — 1990
MS, Early Childhood Education
Emory University 1973 — 1977
BA, Political Science
Volunteer New York! January 2010 - Present
The Volunteer Center of United Way June 2008 - December 2009
KSM Consultants, LLC September 2003 - December 2009
Douglas Gould and Co November 2006 - March 2009
Friends of Hillary August 2006 - December 2006
Bramson for New York February 2002 - November 2002
Beth El Nursery School September 1990 - June 1998
Bankers Trust April 1982 - May 1985
American Jewish Committee 1980 - 1982
Skills
Volunteer Management, Strategic Communications, Non-profits, Fundraising, Community Outreach, Community Relations, Event Planning, Social Media, Social Networking, Leadership Development, Public Speaking, Philanthropy, Volunteer Training, Community Development, Program Development, Social Media Outreach, Advertising, Grassroots Fundraising, Social Media Marketing, Recruitment Training, Community Engagement, Non-profit Program..., Nonprofits, Program Evaluation, Public Relations, Program Management, Board Development, Event Management, Teaching, Strategic Planning, Strategy, Grant Writing, Annual Giving, Grants, Public Policy, Leadership, Media Relations, Youth Development, Grassroots Organizing, Facebook, Political Campaigns, Stewardship, Staff Development, Politics, Non-profit..., Coalitions, Newsletters, Community Organizing, Non-profit Board...
Education
Leadership Westchester 2005 — 2005
The College of New Rochelle 1988 — 1990
MS, Early Childhood Education
Emory University 1973 — 1977
BA, Political Science
E. Denise Colon, PMP E. Denise Colon, PMP's Bankers Trust Experience January 1999 - January 2000
Job Vice President at Markit
Industry Financial Services
Experience
Markit September 2013 - Present
Deutsche Bank January 2006 - September 2012
Deutsche Bank June 2008 - May 2010
Deutsche Bank May 2007 - June 2008
Deutsche Bank January 2006 - May 2007
Deutsche Bank January 2004 - January 2006
Deutsche Bank January 2000 - January 2004
Bankers Trust January 1999 - January 2000
Bankers Trust January 1998 - January 1999
Skills
Vendor Management, Certified Project..., Program Management, PMP, PMO, Offshoring, IT Strategy, Project Delivery, Risk Management, Outsourcing, Governance, Software Project..., Project Management, Software Documentation, Analysis, Business Analysis, Strategy, Cross-functional Team..., Management, Leadership, Project Portfolio..., SDLC, Security, Business Process
Education
Villanova University 2007 — 2007
Master's Certificate, IS/IT Project Management
Fordham University 1981 — 1985
Bachelor of Science (BS), Business Administration and Management, General
Markit September 2013 - Present
Deutsche Bank January 2006 - September 2012
Deutsche Bank June 2008 - May 2010
Deutsche Bank May 2007 - June 2008
Deutsche Bank January 2006 - May 2007
Deutsche Bank January 2004 - January 2006
Deutsche Bank January 2000 - January 2004
Bankers Trust January 1999 - January 2000
Bankers Trust January 1998 - January 1999
Skills
Vendor Management, Certified Project..., Program Management, PMP, PMO, Offshoring, IT Strategy, Project Delivery, Risk Management, Outsourcing, Governance, Software Project..., Project Management, Software Documentation, Analysis, Business Analysis, Strategy, Cross-functional Team..., Management, Leadership, Project Portfolio..., SDLC, Security, Business Process
Education
Villanova University 2007 — 2007
Master's Certificate, IS/IT Project Management
Fordham University 1981 — 1985
Bachelor of Science (BS), Business Administration and Management, General
Robert J. DeLasho Robert J. DeLasho's Bankers Trust Experience 1989 - 1994
Job experienced attorney Fordham Law Graduate
Industry Law Practice
Experience
DeLasho Law Office 2006 - Present
AmbacFinancial Services 2003 - 2006
UBS Wealth Management October 1998 - November 2003
Bankers Trust 1989 - 1994
American Express 1980 - 1989
Westchester County, NY District Attorney's Office 1977 - 1980
Education
Fordham University School of Law
Manhattan Prep
DeLasho Law Office 2006 - Present
AmbacFinancial Services 2003 - 2006
UBS Wealth Management October 1998 - November 2003
Bankers Trust 1989 - 1994
American Express 1980 - 1989
Westchester County, NY District Attorney's Office 1977 - 1980
Education
Fordham University School of Law
Manhattan Prep
Grace Baltusnik Grace Baltusnik's Bankers Trust Experience June 1992 - June 1994
Job SVP, Operational Risk Management Executive Consumer Lending at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2014 - Present
Capital One July 2012 - April 2014
Bank of America February 2010 - September 2012
Bank of America August 2007 - January 2010
Bank of America 2002 - 2004
Bank of America June 1996 - March 2000
Bankers Trust June 1992 - June 1994
Goldman Sachs June 1983 - June 1992
Skills
Analysis, Data Integration, Operational Risk..., Operational Risk, Risk, Strategy Development, Strategic Planning, Communications, Compliance, Risk Management, Process Improvement, Credit Cards, Management, Strategy, Analytics, Banking, Portfolio Management, Financial Risk, Loans, Financial Services, Finance, Credit, Credit Risk, Investment Banking, Internal Audit, Leadership, Financial Analysis, Commercial Banking, Basel II, Leadership Development, Retail Banking, Executive Management, Mortgage Lending
Education
Duke University - The Fuqua School of Business 1992 — 1994
Master of Business Administration (MBA)
Fordham University
Bachelor of Science (BS), Finance
Wells Fargo April 2014 - Present
Capital One July 2012 - April 2014
Bank of America February 2010 - September 2012
Bank of America August 2007 - January 2010
Bank of America 2002 - 2004
Bank of America June 1996 - March 2000
Bankers Trust June 1992 - June 1994
Goldman Sachs June 1983 - June 1992
Skills
Analysis, Data Integration, Operational Risk..., Operational Risk, Risk, Strategy Development, Strategic Planning, Communications, Compliance, Risk Management, Process Improvement, Credit Cards, Management, Strategy, Analytics, Banking, Portfolio Management, Financial Risk, Loans, Financial Services, Finance, Credit, Credit Risk, Investment Banking, Internal Audit, Leadership, Financial Analysis, Commercial Banking, Basel II, Leadership Development, Retail Banking, Executive Management, Mortgage Lending
Education
Duke University - The Fuqua School of Business 1992 — 1994
Master of Business Administration (MBA)
Fordham University
Bachelor of Science (BS), Finance
Darren Jaspan Darren Jaspan's Bankers Trust Experience August 1996 - February 1998
Job VP, Systems Development at Fox Networks Group
Industry Entertainment
Experience
Fox Networks Group October 2014 - Present
Fox Networks Group June 2011 - September 2014
Fox Networks Group July 2009 - June 2011
Fox Networks Group October 2006 - July 2009
Sun Microsystems January 2000 - September 2000
Martha Stewart Living Omnimedia September 1999 - January 2000
MetLife February 1999 - September 1999
Deutsche Bank May 1998 - March 1999
Jennison Associates February 1998 - April 1998
Bankers Trust August 1996 - February 1998
Skills
C#, SQL, ColdFusion, SQL Server, .NET, JavaScript, Visio, Quality Assurance, SharePoint, HTML, Software Development, Windows, Business Analysis, Silverlight, Business Intelligence, TFS, Microsoft SQL Server, Agile Project Management, Agile Methodologies
Education
University of Pennsylvania 2000 — 2006
MA, Literature in English
Duke University 1991 — 1995
BA, English, Economics
Fox Networks Group October 2014 - Present
Fox Networks Group June 2011 - September 2014
Fox Networks Group July 2009 - June 2011
Fox Networks Group October 2006 - July 2009
Sun Microsystems January 2000 - September 2000
Martha Stewart Living Omnimedia September 1999 - January 2000
MetLife February 1999 - September 1999
Deutsche Bank May 1998 - March 1999
Jennison Associates February 1998 - April 1998
Bankers Trust August 1996 - February 1998
Skills
C#, SQL, ColdFusion, SQL Server, .NET, JavaScript, Visio, Quality Assurance, SharePoint, HTML, Software Development, Windows, Business Analysis, Silverlight, Business Intelligence, TFS, Microsoft SQL Server, Agile Project Management, Agile Methodologies
Education
University of Pennsylvania 2000 — 2006
MA, Literature in English
Duke University 1991 — 1995
BA, English, Economics
Tony Pepenella's Bankers Trust Experience 1985 - 1993
Job Derivatives and Treasury Finance Professional
Industry Financial Services
Experience
Citi 2013 - Present
New York University/Polytechnic Institute 2007 - Present
The Bank of New York Mellon 2007 - 2012
Bear Stearns 1996 - 2006
Wasserstein, Perella & Co., Inc., 1994 - 1995
Nikko Securities Company International, Inc 1993 - 1994
Bankers Trust 1985 - 1993
EF Hutton & Company 1979 - 1985
Skills
Derivatives, Treasury, Capital Markets, Hedging, FX, Structured Products, Funding, Fixed Income, Interest Rate..., Valuation, FX Options, Trading, Equities, Risk Management, Bonds, Securities, Financial Risk, Investments
Education
Florida State University 1975 — 1978
BS, Finance
Citi 2013 - Present
New York University/Polytechnic Institute 2007 - Present
The Bank of New York Mellon 2007 - 2012
Bear Stearns 1996 - 2006
Wasserstein, Perella & Co., Inc., 1994 - 1995
Nikko Securities Company International, Inc 1993 - 1994
Bankers Trust 1985 - 1993
EF Hutton & Company 1979 - 1985
Skills
Derivatives, Treasury, Capital Markets, Hedging, FX, Structured Products, Funding, Fixed Income, Interest Rate..., Valuation, FX Options, Trading, Equities, Risk Management, Bonds, Securities, Financial Risk, Investments
Education
Florida State University 1975 — 1978
BS, Finance
Peter Owen Peter Owen's Bankers Trust Experience 1985 - 1993
Job The Donnelly Group
Industry Real Estate
Experience
The Donnelly Group January 2010 - Present
Trendline Financial Solutions June 2009 - August 2013
JPMorgan Chase Bank August 1993 - January 2009
Bankers Trust 1985 - 1993
Met Life August 1973 - August 1985
Skills
Retirement Planning, Investments, Wealth Management, Financial Services, Retirement, Pensions, 401k, Financial Advisory, Hedge Funds, Strategic Financial..., IRAs, Business Planning, Banking, Real Estate, Equities, Mutual Funds, Selling, Marketing, Asset Management, Financial Planners, Investment Management, Financial Analysis, Employee Benefits, Portfolio Management, ETFs, Insurance, Wealth Management..., Residential Homes, Asset Managment, Real Estate Transactions, Investment Advisory, High Net Worth..., Asset Allocation, Investment Strategies, Relationship Management, Estate Planning, FINRA, Fixed Annuities, Life Insurance, Real Estate License, Short Sales, Foreclosures, Series 7, Real Estate Economics, CRM, Financial Planning
Education
Fairfield University 1969 — 1973
BA, Economics
Garden City High School 1965 — 1969
Genera, General
The Donnelly Group January 2010 - Present
Trendline Financial Solutions June 2009 - August 2013
JPMorgan Chase Bank August 1993 - January 2009
Bankers Trust 1985 - 1993
Met Life August 1973 - August 1985
Skills
Retirement Planning, Investments, Wealth Management, Financial Services, Retirement, Pensions, 401k, Financial Advisory, Hedge Funds, Strategic Financial..., IRAs, Business Planning, Banking, Real Estate, Equities, Mutual Funds, Selling, Marketing, Asset Management, Financial Planners, Investment Management, Financial Analysis, Employee Benefits, Portfolio Management, ETFs, Insurance, Wealth Management..., Residential Homes, Asset Managment, Real Estate Transactions, Investment Advisory, High Net Worth..., Asset Allocation, Investment Strategies, Relationship Management, Estate Planning, FINRA, Fixed Annuities, Life Insurance, Real Estate License, Short Sales, Foreclosures, Series 7, Real Estate Economics, CRM, Financial Planning
Education
Fairfield University 1969 — 1973
BA, Economics
Garden City High School 1965 — 1969
Genera, General
Habib Faris Habib Faris's Bankers Trust Experience July 1989 - April 1991
Job Founder of FinaVestment Holdings SA
Industry Investment Management
Experience
FinaVestment Ltd September 2006 - December 2014
FinaVestment Holdings SA September 2006 - April 2014
Credit Suisse Group February 2002 - July 2006
United Saudi Bank September 1997 - June 2001
Saudi Research and Marketing Group September 1992 - September 1997
Bankers Trust July 1989 - April 1991
JPMorgan Chase March 1983 - October 1989
Skills
Investment Banking, Start-ups, Marketing, Investments, Capital Markets, New Business Development, Asset Management, Corporate Development, Financial Markets, Management Consulting, Management, Emerging Markets, Entrepreneurship, Marketing Strategy, Portfolio Management, Strategic Planning, Investor Relations, Business Development, Equities, Venture Capital, Business Strategy, Mergers & Acquisitions, Corporate Finance, Private Equity, Alternative Investments, Asset Managment, Business Planning, International Business, Strategy, Trading, Valuation, Hedge Funds, Due Diligence, Finance, IPO, Private Banking, Commodity, Financial Structuring, FX Options, Joint Ventures, Strategic Financial..., Restructuring, Investment Strategies, Capital, Private Placements, Project Finance, Fixed Income, Capital Raising, Financial Modeling, Funding
Education
Fairleigh Dickinson University 1975 — 1977
MBA, International Finance
Saint Peter's University 1969 — 1974
BS, Economics
College de la Salle 1952 — 1964
High School, Arabic, English and French Language and Literature and GCE Certificate under British system.
FinaVestment Ltd September 2006 - December 2014
FinaVestment Holdings SA September 2006 - April 2014
Credit Suisse Group February 2002 - July 2006
United Saudi Bank September 1997 - June 2001
Saudi Research and Marketing Group September 1992 - September 1997
Bankers Trust July 1989 - April 1991
JPMorgan Chase March 1983 - October 1989
Skills
Investment Banking, Start-ups, Marketing, Investments, Capital Markets, New Business Development, Asset Management, Corporate Development, Financial Markets, Management Consulting, Management, Emerging Markets, Entrepreneurship, Marketing Strategy, Portfolio Management, Strategic Planning, Investor Relations, Business Development, Equities, Venture Capital, Business Strategy, Mergers & Acquisitions, Corporate Finance, Private Equity, Alternative Investments, Asset Managment, Business Planning, International Business, Strategy, Trading, Valuation, Hedge Funds, Due Diligence, Finance, IPO, Private Banking, Commodity, Financial Structuring, FX Options, Joint Ventures, Strategic Financial..., Restructuring, Investment Strategies, Capital, Private Placements, Project Finance, Fixed Income, Capital Raising, Financial Modeling, Funding
Education
Fairleigh Dickinson University 1975 — 1977
MBA, International Finance
Saint Peter's University 1969 — 1974
BS, Economics
College de la Salle 1952 — 1964
High School, Arabic, English and French Language and Literature and GCE Certificate under British system.
Gerald Brace Gerald Brace's Bankers Trust Experience 1998 - 2000
Job MD at AlphaCentric Asset Mgmt
Industry Financial Services
Experience
AlphaCentric Asset Mgmt July 2014 - Present
Multi-Funds, Inc. July 2011 - Present
Northwestern Mutual February 2009 - July 2011
Claymore Securities August 2007 - October 2008
Evergreen Investments August 2004 - July 2007
Oppenheimerfunds January 1999 - August 2002
Bankers Trust 1998 - 2000
Skills
Series 7, Series 63, Separately Managed..., Mutual Funds, ETFs, Asset Allocation, Alternative Investments, Series 6, Closed-end Funds, Asset Managment, Investments, Series 65, Investment Strategies, Series 24, Fixed Annuities, Securities, Retirement, Uniform Combined State..., Retirement Planning, Investment Advisory, Asset Management, Hedge Funds, Financial Advisory, FINRA, Wealth Management
Education
Fordham Gabelli School of Business 2000 — 2003
MBA, Finance
St. John Fisher College 1989 — 1992
BA, economics
St. Anthony's HS 1986 — 1989
AlphaCentric Asset Mgmt July 2014 - Present
Multi-Funds, Inc. July 2011 - Present
Northwestern Mutual February 2009 - July 2011
Claymore Securities August 2007 - October 2008
Evergreen Investments August 2004 - July 2007
Oppenheimerfunds January 1999 - August 2002
Bankers Trust 1998 - 2000
Skills
Series 7, Series 63, Separately Managed..., Mutual Funds, ETFs, Asset Allocation, Alternative Investments, Series 6, Closed-end Funds, Asset Managment, Investments, Series 65, Investment Strategies, Series 24, Fixed Annuities, Securities, Retirement, Uniform Combined State..., Retirement Planning, Investment Advisory, Asset Management, Hedge Funds, Financial Advisory, FINRA, Wealth Management
Education
Fordham Gabelli School of Business 2000 — 2003
MBA, Finance
St. John Fisher College 1989 — 1992
BA, economics
St. Anthony's HS 1986 — 1989
John J. Flading's Bankers Trust Experience August 1998 - February 2000
Job CEO and President SwingAway Sports Products Inc.
Industry Sporting Goods
Experience
SwingAway Sports Products, Inc. February 2008 - Present
Titan Sports Group, LLC. February 2007 - Present
Swing X-Treme LLC September 2007 - December 2010
Deutsche Bank of the Americas April 2005 - May 2010
Morgan Stanley 2000 - 2005
Bankers Trust August 1998 - February 2000
Alex Brown & Sons July 1992 - August 1998
Lehman Brothers November 1988 - July 1992
Drexel Burnham Lambert September 1986 - November 1988
U.S. Lines Inc. 1982 - 1986
Skills
Sports, Marketing, Leadership, Sales, Business Planning, Sports Marketing, Strategic Planning, Marketing Strategy, Baseball, Entrepreneurship, Sports Management, Social Media, Business Strategy, Coaching, New Business Development, Event Management, Management, Strategic Partnerships, Sponsorship, Forecasting, Social Media Marketing, Finance, Start-ups, Sporting Goods, P&L Management, Training, Social Networking, Venture Capital, Public Relations, Strategy, Team Building, Sponsorship Sales, Small Business, Business Development, Competitive Analysis, Football, Customer Service, Fundraising, Mergers, Investments, Executive Management, Product Marketing, Sales Management, Time Management, Contract Negotiation, Mergers & Acquisitions, Marketing Communications, Program Management, Asset Managment, Financial Reporting
Education
Fordham University 1978 — 1982
BS, Marketing/Finance
Peters Township High School 1974 — 1978
SwingAway Sports Products, Inc. February 2008 - Present
Titan Sports Group, LLC. February 2007 - Present
Swing X-Treme LLC September 2007 - December 2010
Deutsche Bank of the Americas April 2005 - May 2010
Morgan Stanley 2000 - 2005
Bankers Trust August 1998 - February 2000
Alex Brown & Sons July 1992 - August 1998
Lehman Brothers November 1988 - July 1992
Drexel Burnham Lambert September 1986 - November 1988
U.S. Lines Inc. 1982 - 1986
Skills
Sports, Marketing, Leadership, Sales, Business Planning, Sports Marketing, Strategic Planning, Marketing Strategy, Baseball, Entrepreneurship, Sports Management, Social Media, Business Strategy, Coaching, New Business Development, Event Management, Management, Strategic Partnerships, Sponsorship, Forecasting, Social Media Marketing, Finance, Start-ups, Sporting Goods, P&L Management, Training, Social Networking, Venture Capital, Public Relations, Strategy, Team Building, Sponsorship Sales, Small Business, Business Development, Competitive Analysis, Football, Customer Service, Fundraising, Mergers, Investments, Executive Management, Product Marketing, Sales Management, Time Management, Contract Negotiation, Mergers & Acquisitions, Marketing Communications, Program Management, Asset Managment, Financial Reporting
Education
Fordham University 1978 — 1982
BS, Marketing/Finance
Peters Township High School 1974 — 1978
Duane Penister MBA Duane Penister MBA's Bankers Trust Experience 1995 - 1996
Job Broker/Owner of DePenn Realty
Industry Real Estate
Experience
DePenn Realty January 2013 - Present
BHG Rand Realty 2008 - 2012
Benham REO Group 2010 - 2011
Edison Schools September 2008 - January 2009
Aegis Media 2006 - 2008
IBM April 1997 - September 2006
Bankers Trust 1995 - 1996
AIG Global Investment Group 1993 - 1995
Skills
Vendor Management, Project Management, ITIL, MS Project, User Training, Management, PMO, SDLC, Technical Support, Leadership, Team Building, PMP, Project Planning, Foreclosures, Real Estate, Business Process, System Administration, Single Family Homes, SharePoint, Investment Properties, Condos, Selling, Real Estate Transactions, Short Sales, First Time Home Buyers, Buyers, Referrals, Sellers, Residential Homes, REO, Buyer Representation, Listings, Luxury, Investors, Real Property, Rentals, New Home Sales, ABR, Townhomes, Commercial Real Estate, Brokerage, Property Management, Resellers, Real Estate Development, Property, Leases, Home Staging, SFR, Real Estate Economics, Seniors
Education
Fordham Gabelli School of Business 1993 — 1995
M.B.A, Finance/MIS
State University of New York at Buffalo - School of Management
B.S., Business Administration / MIS
DePenn Realty January 2013 - Present
BHG Rand Realty 2008 - 2012
Benham REO Group 2010 - 2011
Edison Schools September 2008 - January 2009
Aegis Media 2006 - 2008
IBM April 1997 - September 2006
Bankers Trust 1995 - 1996
AIG Global Investment Group 1993 - 1995
Skills
Vendor Management, Project Management, ITIL, MS Project, User Training, Management, PMO, SDLC, Technical Support, Leadership, Team Building, PMP, Project Planning, Foreclosures, Real Estate, Business Process, System Administration, Single Family Homes, SharePoint, Investment Properties, Condos, Selling, Real Estate Transactions, Short Sales, First Time Home Buyers, Buyers, Referrals, Sellers, Residential Homes, REO, Buyer Representation, Listings, Luxury, Investors, Real Property, Rentals, New Home Sales, ABR, Townhomes, Commercial Real Estate, Brokerage, Property Management, Resellers, Real Estate Development, Property, Leases, Home Staging, SFR, Real Estate Economics, Seniors
Education
Fordham Gabelli School of Business 1993 — 1995
M.B.A, Finance/MIS
State University of New York at Buffalo - School of Management
B.S., Business Administration / MIS
Don LaBombard Don LaBombard's Bankers Trust Experience July 1996 - December 1996
Job Project Leader at Leviton Manufacturing Co.
Industry Electrical/Electronic Manufacturing
Experience
Leviton Manufacturing Co. December 2002 - Present
OASIS, Inc. January 1997 - June 2002
Bankers Trust July 1996 - December 1996
Skills
Lean Manufacturing, Manufacturing, Embedded Systems, Project Management, Continuous Improvement, Program Management, Software Development, Testing, Disaster Recovery, Integration, Management, Project Planning, Software Project..., Unix
Education
SUNY Plattsburgh, Plattsburgh NY 1976 — 1978
Bachelor of Applied Science (B.A.Sc.), Computer Science
Farmingdale State University of New York 1974 — 1976
Associate of Science (A.S.), Data Processing
Leviton Manufacturing Co. December 2002 - Present
OASIS, Inc. January 1997 - June 2002
Bankers Trust July 1996 - December 1996
Skills
Lean Manufacturing, Manufacturing, Embedded Systems, Project Management, Continuous Improvement, Program Management, Software Development, Testing, Disaster Recovery, Integration, Management, Project Planning, Software Project..., Unix
Education
SUNY Plattsburgh, Plattsburgh NY 1976 — 1978
Bachelor of Applied Science (B.A.Sc.), Computer Science
Farmingdale State University of New York 1974 — 1976
Associate of Science (A.S.), Data Processing
Seth Schrager Seth Schrager's Bankers Trust Experience June 1997 - January 1999
Job Director, Commodity Risk Management at Societe Generale
Industry Investment Banking
Experience
Societe Generale February 1999 - Present
Bankers Trust June 1997 - January 1999
Skills
Commodity, Derivatives, Market Risk
Education
Fordham Gabelli School of Business 2000 — 2003
MBA, Finance
University of Florida 1993 — 1997
BS, Finance and Economics
Societe Generale February 1999 - Present
Bankers Trust June 1997 - January 1999
Skills
Commodity, Derivatives, Market Risk
Education
Fordham Gabelli School of Business 2000 — 2003
MBA, Finance
University of Florida 1993 — 1997
BS, Finance and Economics
Alvin Chang Alvin Chang's Bankers Trust Experience 1996 - 1999
Job Programmer Analyst at UC Irvine
Industry Information Technology and Services
Experience
UC Irvine March 2012 - Present
Nomura October 2008 - April 2012
Lehman Brothers July 2000 - October 2008
Operational Risk Inc. 1999 - 2000
Citigroup 1999 - 2000
Bankers Trust 1996 - 1999
Societe Generale 1993 - 1996
JYACC Inc. 1989 - 1992
Prime Computers Inc. September 1989 - July 1991
Skills
IT Management, J2EE Architecture, SOA, Spring, FX, Ant, opentaps, Kuali FS, OFBiz, FX Options, JUnit, Maven, Java Enterprise Edition, Bonds, Accounting System, Project Management, Sybase, Fixed Income Technology, Risk Management, Software Development, Credit Derivatives, Java, Databases, Interest Rate..., Trading, Oracle, Market Data, Options, JMS, Integration, Linux, JDBC, Commodity, Opentaps, Spring Framework
Education
State University of New York at Albany 1987 — 1989
MBA, MIS
Fu Jen Catholic University 1982 — 1986
BBA, MIS
UC Irvine March 2012 - Present
Nomura October 2008 - April 2012
Lehman Brothers July 2000 - October 2008
Operational Risk Inc. 1999 - 2000
Citigroup 1999 - 2000
Bankers Trust 1996 - 1999
Societe Generale 1993 - 1996
JYACC Inc. 1989 - 1992
Prime Computers Inc. September 1989 - July 1991
Skills
IT Management, J2EE Architecture, SOA, Spring, FX, Ant, opentaps, Kuali FS, OFBiz, FX Options, JUnit, Maven, Java Enterprise Edition, Bonds, Accounting System, Project Management, Sybase, Fixed Income Technology, Risk Management, Software Development, Credit Derivatives, Java, Databases, Interest Rate..., Trading, Oracle, Market Data, Options, JMS, Integration, Linux, JDBC, Commodity, Opentaps, Spring Framework
Education
State University of New York at Albany 1987 — 1989
MBA, MIS
Fu Jen Catholic University 1982 — 1986
BBA, MIS
Paul Rosica Paul Rosica's Bankers Trust Experience 1987 - 2001
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets October 2011 - Present
FBR Capital Markets July 2008 - October 2011
Bear Stearns February 2003 - June 2008
Lehman Brothers 2000 - 2003
Bankers Trust 1987 - 2001
Deutsche Bank 1999 - 2000
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Franklin & Marshall College 1982 — 1986
BA, Business
BMO Capital Markets October 2011 - Present
FBR Capital Markets July 2008 - October 2011
Bear Stearns February 2003 - June 2008
Lehman Brothers 2000 - 2003
Bankers Trust 1987 - 2001
Deutsche Bank 1999 - 2000
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Franklin & Marshall College 1982 — 1986
BA, Business
Bruce Warren Bruce Warren's Bankers Trust Experience 1989 - 2000
Job CoPresident at Mr. Handyman of Union and N. Somerset County
Industry Construction
Experience
Goldman Sachs 2000 - October 2011
Deutsche Bank AG 1998 - 2000
Bankers Trust 1989 - 2000
Skills
Project Management, Security, Business Development, Entrepreneurship, Trading Systems, Change Management, Equities, Enterprise Software, Strategy, Leadership, SDLC, CRM, Sybase, Start-ups, Architecture, Management, Mergers, Data Center, IT Strategy, Unix, Business Strategy, Banking, Disaster Recovery
Education
Fordham Gabelli School of Business 1985 — 1988
MBA, Finance
Middlebury College 1978 — 1983
BA, Economics
Goldman Sachs 2000 - October 2011
Deutsche Bank AG 1998 - 2000
Bankers Trust 1989 - 2000
Skills
Project Management, Security, Business Development, Entrepreneurship, Trading Systems, Change Management, Equities, Enterprise Software, Strategy, Leadership, SDLC, CRM, Sybase, Start-ups, Architecture, Management, Mergers, Data Center, IT Strategy, Unix, Business Strategy, Banking, Disaster Recovery
Education
Fordham Gabelli School of Business 1985 — 1988
MBA, Finance
Middlebury College 1978 — 1983
BA, Economics
Ashley Acharya Ashley Acharya's Bankers Trust Experience September 1995 - November 1997
Job Founder of Slidemind LLC
Industry E-Learning
Experience
Slidemind LLC July 2009 - Present
Grant Thornton January 2004 - January 2009
AllianceBerstein December 2002 - October 2003
KPMG Audit November 1997 - November 2002
Bankers Trust September 1995 - November 1997
Skills
Auditing, Process Improvement, Financial Services, Risk Management, Internal Audit, Financial Audits, Finance, Banking
Education
Florida Agricultural and Mechanical University
Florida Agricultural and Mechanical University
Bachelor of Science, Accounting
Slidemind LLC July 2009 - Present
Grant Thornton January 2004 - January 2009
AllianceBerstein December 2002 - October 2003
KPMG Audit November 1997 - November 2002
Bankers Trust September 1995 - November 1997
Skills
Auditing, Process Improvement, Financial Services, Risk Management, Internal Audit, Financial Audits, Finance, Banking
Education
Florida Agricultural and Mechanical University
Florida Agricultural and Mechanical University
Bachelor of Science, Accounting
Diane Woznick's Bankers Trust Experience August 1986 - June 1993
Job Manager at Franklin Templeton
Industry Investment Management
Experience
Franklin Templeton December 1999 - Present
Citicorp 1994 - 1999
Bankers Trust August 1986 - June 1993
Skills
Risk Management, Equities, Business Process, Strategy, Business Analysis, Accounting, Management, Financial Services, Mutual Funds, Integration
Education
Fordham Gabelli School of Business 1989 — 1991
MBA, Financial Analysis
State University of New York at Genseo 1982 — 1986
BS, Finance
Franklin Templeton December 1999 - Present
Citicorp 1994 - 1999
Bankers Trust August 1986 - June 1993
Skills
Risk Management, Equities, Business Process, Strategy, Business Analysis, Accounting, Management, Financial Services, Mutual Funds, Integration
Education
Fordham Gabelli School of Business 1989 — 1991
MBA, Financial Analysis
State University of New York at Genseo 1982 — 1986
BS, Finance
Ines Lizardi Ines Lizardi's Bankers Trust Experience 1994 - 1996
Job Bilingual professional with advanced excel proficiency is looking for opportunity to demonstrate analytical skills.
Industry Financial Services
Andrash Lazar Andrash Lazar's Bankers Trust Experience September 1992 - June 1999
Job Vice President at Deutsche Bank
Industry Computer Software
Experience
Deutsche Bank January 2012 - Present
Actimize June 2009 - December 2011
Deutsche Bank June 1999 - January 2009
Bankers Trust September 1992 - June 1999
CA February 1991 - September 1992
Skills
Java, SQL, Actimize, Weblogic, Tomcat, Databases, Sybase, Microsoft SQL Server, Software Project..., C, Testing, Oracle, OOP, Spring, Software Engineering, Unix, Java Enterprise Edition, JDBC, SOA, Agile Methodologies, Enterprise Architecture, SDLC, WebLogic
Education
Carnegie Mellon University 1997 — 1999
Masters, Computational Finance
Eötvös Loránd University
Masters, Mathematics
Deutsche Bank January 2012 - Present
Actimize June 2009 - December 2011
Deutsche Bank June 1999 - January 2009
Bankers Trust September 1992 - June 1999
CA February 1991 - September 1992
Skills
Java, SQL, Actimize, Weblogic, Tomcat, Databases, Sybase, Microsoft SQL Server, Software Project..., C, Testing, Oracle, OOP, Spring, Software Engineering, Unix, Java Enterprise Edition, JDBC, SOA, Agile Methodologies, Enterprise Architecture, SDLC, WebLogic
Education
Carnegie Mellon University 1997 — 1999
Masters, Computational Finance
Eötvös Loránd University
Masters, Mathematics
Lisa Seibold Lisa Seibold's Bankers Trust Experience 1990 - 1999
Job Executive Director at JPMorgan Chase & Co.
Industry Financial Services
Experience
State Street January 2009 - April 2014
State Street February 2003 - January 2009
Deutsche Bank 1999 - February 2003
Bankers Trust 1990 - 1999
Morgan Guaranty Trust 1988 - 1990
Skills
Relationship Management, Key Account Management, Leadership, Global Custody, Fixed Income, SWIFT payments, Operations Management, Strategic Planning, Corporate Actions, Middle Office, Settlement, Financial Services, Global Strategy, Equities, Payments, Customer Service, Mutual Funds, Securities, Asset Management, Hedge Funds, Back Office, Team Building, Derivatives, Key Performance..., Project Management, Strategic Partnerships, International Standards, MBA, Transition Management, Staff Management, SWIFT Payments
Education
Fordham Gabelli School of Business 1992 — 1994
MBA, International Finance
Grove City College 1984 — 1988
BA, International Business
State Street January 2009 - April 2014
State Street February 2003 - January 2009
Deutsche Bank 1999 - February 2003
Bankers Trust 1990 - 1999
Morgan Guaranty Trust 1988 - 1990
Skills
Relationship Management, Key Account Management, Leadership, Global Custody, Fixed Income, SWIFT payments, Operations Management, Strategic Planning, Corporate Actions, Middle Office, Settlement, Financial Services, Global Strategy, Equities, Payments, Customer Service, Mutual Funds, Securities, Asset Management, Hedge Funds, Back Office, Team Building, Derivatives, Key Performance..., Project Management, Strategic Partnerships, International Standards, MBA, Transition Management, Staff Management, SWIFT Payments
Education
Fordham Gabelli School of Business 1992 — 1994
MBA, International Finance
Grove City College 1984 — 1988
BA, International Business
Michael Reeves's Bankers Trust Experience May 1994 - August 1994
Job Managing Director Marketing & Investor Relations at Shelter Growth Capital Partners LLC
Industry Investment Management
Experience
Shelter Growth Capital Partners LLC SG Capital Partners LLC December 2014 - Present
The Carlyle Group Vermillion Asset Management LLC April 2008 - October 2014
Lapides Asset Management LLC April 2006 - April 2008
Third Avenue Management LLC June 2004 - April 2006
NewSouth Capital Management Inc. August 1995 - June 2004
Bankers Trust May 1994 - August 1994
Duke University October 1990 - August 1993
University of the South May 1988 - October 1990
Skills
Hedge Funds, Asset Management, Alternative Investments, Investor Relations, Investment Management, Investments, Structured Finance, Private Equity, Equities, Commodity, Portfolio Management, Asset Managment, Derivatives, Capital Markets, Start-ups, Business Development, Options, Institutional, Fixed Income, Valuation, Commodities, Residential Mortgages
Education
Duke University - The Fuqua School of Business 1993 — 1995
MBA
Sewanee-The University of the South 1985 — 1989
BA
Shelter Growth Capital Partners LLC SG Capital Partners LLC December 2014 - Present
The Carlyle Group Vermillion Asset Management LLC April 2008 - October 2014
Lapides Asset Management LLC April 2006 - April 2008
Third Avenue Management LLC June 2004 - April 2006
NewSouth Capital Management Inc. August 1995 - June 2004
Bankers Trust May 1994 - August 1994
Duke University October 1990 - August 1993
University of the South May 1988 - October 1990
Skills
Hedge Funds, Asset Management, Alternative Investments, Investor Relations, Investment Management, Investments, Structured Finance, Private Equity, Equities, Commodity, Portfolio Management, Asset Managment, Derivatives, Capital Markets, Start-ups, Business Development, Options, Institutional, Fixed Income, Valuation, Commodities, Residential Mortgages
Education
Duke University - The Fuqua School of Business 1993 — 1995
MBA
Sewanee-The University of the South 1985 — 1989
BA
Ann Massarelli's Bankers Trust Experience 1988 - 1998
Job SVP Private Bank Operations at Citi
Industry Banking
Experience
Citi July 2005 - Present
US Trust February 2003 - November 2004
Mellon Bank June 2000 - December 2002
State Street Bank March 1998 - June 2000
Bankers Trust 1988 - 1998
Skills
Back Office, Financial Services, Banking, Global Custody, Private Banking, Asset Management, Derivatives, Fixed Income, Equities, Middle Office, Mutual Funds, Wealth Management, Capital Markets, Hedge Funds, Relationship Management, Securities
Education
Rutger's Graduate School of Management 1981 — 1983
MBA, Marketing / Management
Fordham University 1976 — 1980
BS, Marketing / Management
Citi July 2005 - Present
US Trust February 2003 - November 2004
Mellon Bank June 2000 - December 2002
State Street Bank March 1998 - June 2000
Bankers Trust 1988 - 1998
Skills
Back Office, Financial Services, Banking, Global Custody, Private Banking, Asset Management, Derivatives, Fixed Income, Equities, Middle Office, Mutual Funds, Wealth Management, Capital Markets, Hedge Funds, Relationship Management, Securities
Education
Rutger's Graduate School of Management 1981 — 1983
MBA, Marketing / Management
Fordham University 1976 — 1980
BS, Marketing / Management
Ana Fritsch Ana Fritsch's Bankers Trust Experience September 1995 - April 1997
Job Financial / Event Planning / Administrative Background
Industry Investment Banking
Experience
Fordham Preparatory School October 2014 - May 2015
Iona Preparatory School September 2008 - June 2013
Iona Preparatory School September 2008 - June 2013
J.P. Morgan April 1997 - June 1999
Bankers Trust September 1995 - April 1997
Midland Bank June 1993 - June 1995
Skills
Management, Sales
Education
Fordham University 1987 — 1991
Bachelor's degree, Finance, General
Pace University - Lubin School of Business
MBA in International Business
Fordham Preparatory School October 2014 - May 2015
Iona Preparatory School September 2008 - June 2013
Iona Preparatory School September 2008 - June 2013
J.P. Morgan April 1997 - June 1999
Bankers Trust September 1995 - April 1997
Midland Bank June 1993 - June 1995
Skills
Management, Sales
Education
Fordham University 1987 — 1991
Bachelor's degree, Finance, General
Pace University - Lubin School of Business
MBA in International Business
Stephen Cywin Stephen Cywin's Bankers Trust Experience January 1981 - August 1984
Job Management Consultant at Financial Industry Technical Services, Inc. (FITSInc.)
Industry Management Consulting
Experience
Financial Industry Technical Services, Inc. (FITS-Inc.) May 2008 - Present
Cywin International February 2007 - May 2008
Morgan Stanley July 2001 - February 2007
Schwab Capital Markets October 1999 - July 2001
Cywin International, Inc. January 1993 - September 1999
Prudential Insurance September 1990 - 1993
Deloitte & Touche September 1984 - August 1990
Bankers Trust January 1981 - August 1984
Key Financial Systems 1978 - 1981
Citibank 1975 - 1977
Skills
Business Analysis, Strategy, Financial Services, Risk Management, Management Consulting, Portfolio Management, Banking, Project Management, Management, SDLC, Accounting, Capital Markets, Outsourcing, Business Development, Financial Analysis, Financial Risk, Program Management, Investments, Process Improvement, Consulting, Finance, Regulatory Compliance
Education
University of Pennsylvania - The Wharton School 1974 — 1975
George Mason University 1968 — 1972
BA, Mathematics
Fort Hunt High
Financial Industry Technical Services, Inc. (FITS-Inc.) May 2008 - Present
Cywin International February 2007 - May 2008
Morgan Stanley July 2001 - February 2007
Schwab Capital Markets October 1999 - July 2001
Cywin International, Inc. January 1993 - September 1999
Prudential Insurance September 1990 - 1993
Deloitte & Touche September 1984 - August 1990
Bankers Trust January 1981 - August 1984
Key Financial Systems 1978 - 1981
Citibank 1975 - 1977
Skills
Business Analysis, Strategy, Financial Services, Risk Management, Management Consulting, Portfolio Management, Banking, Project Management, Management, SDLC, Accounting, Capital Markets, Outsourcing, Business Development, Financial Analysis, Financial Risk, Program Management, Investments, Process Improvement, Consulting, Finance, Regulatory Compliance
Education
University of Pennsylvania - The Wharton School 1974 — 1975
George Mason University 1968 — 1972
BA, Mathematics
Fort Hunt High
Jeffrey Robards's Bankers Trust Experience July 1988 - August 1991
Job Managing Director at C.W. Downer & Co.
Industry Investment Banking
Experience
C.W. Downer & Co. March 2005 - Present
Ernst & Young November 1992 - February 2005
Barclays August 1991 - October 1992
Bankers Trust July 1988 - August 1991
Skills
M&A execution, Cross-border M&A, International M&A, Food & Beverage, Consumer Products, Management Buyouts, LBO, Acquisitions, Corporate Finance, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
Emory University 1984 — 1988
BA, Economics, History
Fordham Preparatory School 1979 — 1983
High School Diploma
C.W. Downer & Co. March 2005 - Present
Ernst & Young November 1992 - February 2005
Barclays August 1991 - October 1992
Bankers Trust July 1988 - August 1991
Skills
M&A execution, Cross-border M&A, International M&A, Food & Beverage, Consumer Products, Management Buyouts, LBO, Acquisitions, Corporate Finance, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
Emory University 1984 — 1988
BA, Economics, History
Fordham Preparatory School 1979 — 1983
High School Diploma
Mark Pappas Mark Pappas's Bankers Trust Experience 1997 - 1999
Job Senior Vice President, Director of Internal Audit at Amalgamated Bank
Industry Financial Services
Experience
Amalgamated Bank August 2015 - Present
Morgan Stanley August 2004 - August 2015
CALYON (Credit Agricole Indosuez) 2001 - 2004
Zurich Financial Services 1999 - 2001
Bankers Trust 1997 - 1999
Standard Chartered Bank 1992 - 1996
Skills
Financial Risk, Operational Risk..., Enterprise Risk..., Operational Risk, Risk Management, Sarbanes-Oxley Act, Capital Markets, Internal Audit, Internal Controls, Financial Analysis, Banking, Fixed Income, Auditing, Corporate Governance, Investment Banking, Derivatives, Sarbanes-Oxley, Finance, Managerial Finance, Securities, Financial Services, Corporate Finance, Financial Modeling, Strategy
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration, Finance
Queens College
BS, Accounting & Information Systems
Amalgamated Bank August 2015 - Present
Morgan Stanley August 2004 - August 2015
CALYON (Credit Agricole Indosuez) 2001 - 2004
Zurich Financial Services 1999 - 2001
Bankers Trust 1997 - 1999
Standard Chartered Bank 1992 - 1996
Skills
Financial Risk, Operational Risk..., Enterprise Risk..., Operational Risk, Risk Management, Sarbanes-Oxley Act, Capital Markets, Internal Audit, Internal Controls, Financial Analysis, Banking, Fixed Income, Auditing, Corporate Governance, Investment Banking, Derivatives, Sarbanes-Oxley, Finance, Managerial Finance, Securities, Financial Services, Corporate Finance, Financial Modeling, Strategy
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration, Finance
Queens College
BS, Accounting & Information Systems
David Bauer David Bauer's Bankers Trust Experience June 1989 - July 1991
Job Principal at Nauset Wealth Management, LLC
Industry Investment Management
Experience
Nauset Wealth Management, LLC March 2014 - Present
Casey, Quirk & Associates February 2002 - March 2014
Barra Strategic Consulting Group 2000 - 2002
Barra Rogers Casey 1997 - 2000
Playtex Products 1996 - 1997
Greenwich Associates October 1991 - July 1994
Bankers Trust June 1989 - July 1991
Skills
Hedge Funds, Strategy, Management Consulting, Mutual Funds, Asset Management, Market Research, Business Strategy, Institutional, Fund Of Funds, Mergers & Acquisitions, Asset Managment, Strategic Planning, Wealth Management, Financial Modeling, 401k, Equities, Mergers, Investment Management, Marketing Strategy, Investments, Alternative Investments, Financial Services, Portfolio Management, Fixed Income
Education
Duke University - The Fuqua School of Business 1994 — 1996
MBA
Tufts University 1985 — 1989
BA, Economics
Nauset Wealth Management, LLC March 2014 - Present
Casey, Quirk & Associates February 2002 - March 2014
Barra Strategic Consulting Group 2000 - 2002
Barra Rogers Casey 1997 - 2000
Playtex Products 1996 - 1997
Greenwich Associates October 1991 - July 1994
Bankers Trust June 1989 - July 1991
Skills
Hedge Funds, Strategy, Management Consulting, Mutual Funds, Asset Management, Market Research, Business Strategy, Institutional, Fund Of Funds, Mergers & Acquisitions, Asset Managment, Strategic Planning, Wealth Management, Financial Modeling, 401k, Equities, Mergers, Investment Management, Marketing Strategy, Investments, Alternative Investments, Financial Services, Portfolio Management, Fixed Income
Education
Duke University - The Fuqua School of Business 1994 — 1996
MBA
Tufts University 1985 — 1989
BA, Economics
Sara Johns Griffen's Bankers Trust Experience 1980 - 1986
Job Development Director, The Flagler Museum
Industry Museums and Institutions
Experience
The Flagler Museum 2015 - Present
The Olana Partnership July 1996 - December 2014
New York State Senate March 1987 - August 1989
Bankers Trust 1980 - 1986
Skills
Public Relations, Non-profits, Fundraising, Event Planning, Museums, Historic Preservation, Board Development, Non-profit..., Nonprofits, Grant Writing, Newsletters, Arts Administration, Public Policy, Community Outreach, History, Event Management, Philanthropy, Community Development, Policy, Art, Volunteer Management, Program Development, Annual Giving, Strategy, American Art, Stewardship, Planned Giving, Curating, Museum Planning, Non-profit Board..., Interpretive Planning, Art History, Board Relations, Grants, Art Exhibitions, Art Handling, Historical..., Museum Education, Community Engagement, Conservation Issues, Museum Collections, Public Speaking
Education
Duke University 1975 — 1979
BA, Public Policy and Psychology, Cum Laude Graduate
Friends Seminary 1967 — 1975
The Flagler Museum 2015 - Present
The Olana Partnership July 1996 - December 2014
New York State Senate March 1987 - August 1989
Bankers Trust 1980 - 1986
Skills
Public Relations, Non-profits, Fundraising, Event Planning, Museums, Historic Preservation, Board Development, Non-profit..., Nonprofits, Grant Writing, Newsletters, Arts Administration, Public Policy, Community Outreach, History, Event Management, Philanthropy, Community Development, Policy, Art, Volunteer Management, Program Development, Annual Giving, Strategy, American Art, Stewardship, Planned Giving, Curating, Museum Planning, Non-profit Board..., Interpretive Planning, Art History, Board Relations, Grants, Art Exhibitions, Art Handling, Historical..., Museum Education, Community Engagement, Conservation Issues, Museum Collections, Public Speaking
Education
Duke University 1975 — 1979
BA, Public Policy and Psychology, Cum Laude Graduate
Friends Seminary 1967 — 1975
Tony Schopen's Bankers Trust Experience 1993 - 1995
Job Finance executive
Industry Internet
Experience
Burkland Associates 2014 - Present
Taulia Inc. 2013 - 2014
Silicon Valley Finance Group 2012 - 2013
Zola 2008 - 2011
Lightfull Foods 2007 - 2008
Thomas Weisel Partners 2006 - 2007
Wachovia Securities 2003 - 2006
Mars & Co. 1996 - 1998
Bankers Trust 1993 - 1995
Skills
Management Consulting, Start-ups, Investment Banking, Economics, Equity Research, Financial Modeling, Valuation, Financial Analysis, Financial Reporting, Strategic Planning, Analytics, Cash Flow, Financial Management, Analysis, Business Strategy, Accounting
Education
The University of Chicago - Booth School of Business
MBA
Duke University
AB
Burkland Associates 2014 - Present
Taulia Inc. 2013 - 2014
Silicon Valley Finance Group 2012 - 2013
Zola 2008 - 2011
Lightfull Foods 2007 - 2008
Thomas Weisel Partners 2006 - 2007
Wachovia Securities 2003 - 2006
Mars & Co. 1996 - 1998
Bankers Trust 1993 - 1995
Skills
Management Consulting, Start-ups, Investment Banking, Economics, Equity Research, Financial Modeling, Valuation, Financial Analysis, Financial Reporting, Strategic Planning, Analytics, Cash Flow, Financial Management, Analysis, Business Strategy, Accounting
Education
The University of Chicago - Booth School of Business
MBA
Duke University
AB
Christine A Budzynski's Bankers Trust Experience March 1987 - November 1993
Job Senior Programming Analyst/Technical Consultant
Industry Computer Software
Experience
The Depository Trust & Clearing Corporation October 2004 - October 2014
The Depository Trust & Clearing Corporation August 2003 - November 2004
The Depository Trust & Clearing Corporation March 1999 - February 2002
BNY Mellon November 1997 - March 1999
Paine Webber June 1994 - November 1997
Bankers Trust March 1987 - November 1993
Paine Webber June 1986 - March 1987
New York Life Insurance Company June 1980 - February 1987
New York Life Insurance Company February 1976 - June 1980
Skills
COBOL, COBOLII, CICS, DB2, SQL, QMF, VSAM, BDAM, JCL, Assembler, CA-7/11, CA Scheduler, Serena Changeman, Endeavor, Advanced Debugging..., Intertest, Xpediter, LU 6.2, MQ, Microsoft Excel, Microsoft Powerpoint, Microsoft Project, Microsoft Word, Visio, IBM Utilities, File-Aid, Syncsort, SDLC, Development Testing, Quality Assurance..., Participant Testing..., Production Support, Post-Production Support, Disaster Recovery, CMMI, Business Requirements, Feasibility Estimate, Functional..., Business Case Estimate, Technical Specifications, Requirements..., System Documentation, System Flowcharts, Micrografx Flowchart, Erwin, Trading Systems, Clearing Systems, User Acceptance Testing, Banking, Documentation
Education
Fordham University
Bachelor’s Degree, Natural Sciences, between B and B+
Fordham University Graduate School of Arts and Sciences
Master’s Degree, Biology/Biological Sciences, General, B
The Depository Trust & Clearing Corporation October 2004 - October 2014
The Depository Trust & Clearing Corporation August 2003 - November 2004
The Depository Trust & Clearing Corporation March 1999 - February 2002
BNY Mellon November 1997 - March 1999
Paine Webber June 1994 - November 1997
Bankers Trust March 1987 - November 1993
Paine Webber June 1986 - March 1987
New York Life Insurance Company June 1980 - February 1987
New York Life Insurance Company February 1976 - June 1980
Skills
COBOL, COBOLII, CICS, DB2, SQL, QMF, VSAM, BDAM, JCL, Assembler, CA-7/11, CA Scheduler, Serena Changeman, Endeavor, Advanced Debugging..., Intertest, Xpediter, LU 6.2, MQ, Microsoft Excel, Microsoft Powerpoint, Microsoft Project, Microsoft Word, Visio, IBM Utilities, File-Aid, Syncsort, SDLC, Development Testing, Quality Assurance..., Participant Testing..., Production Support, Post-Production Support, Disaster Recovery, CMMI, Business Requirements, Feasibility Estimate, Functional..., Business Case Estimate, Technical Specifications, Requirements..., System Documentation, System Flowcharts, Micrografx Flowchart, Erwin, Trading Systems, Clearing Systems, User Acceptance Testing, Banking, Documentation
Education
Fordham University
Bachelor’s Degree, Natural Sciences, between B and B+
Fordham University Graduate School of Arts and Sciences
Master’s Degree, Biology/Biological Sciences, General, B
Don Stracke, CFA, CAIA's Bankers Trust Experience 1987 - 1995
Job Senior Investment Consultant
Industry Investment Management
Experience
NEPC June 2009 - Present
Shenkman Capital Management September 2007 - March 2008
Attalus Capital 2002 - 2006
RCM 1995 - 2001
Bankers Trust 1987 - 1995
Education
Rutgers, The State University of New Jersey-Newark 1982 — 1984
MBA, Finance
Fairleigh Dickinson University 1977 — 1982
BS, Accounting
Morristown High
NEPC June 2009 - Present
Shenkman Capital Management September 2007 - March 2008
Attalus Capital 2002 - 2006
RCM 1995 - 2001
Bankers Trust 1987 - 1995
Education
Rutgers, The State University of New Jersey-Newark 1982 — 1984
MBA, Finance
Fairleigh Dickinson University 1977 — 1982
BS, Accounting
Morristown High
Jonathan Ende's Bankers Trust Experience March 1995 - March 1998
Job President and Founder of Ende Capital. Inc., Founder and Organizer of TEDxWallStreet
Industry Financial Services
Experience
Ende Capital Inc 2005 - Present
TEDxWallStreet July 2011 - Present
Silver Leaf Partners 2012 - Present
BorrowersFirst, Inc. August 2012 - March 2014
Lehman Brothers April 2001 - February 2005
NetCentric Partners March 2000 - April 2001
Bear Stearns & Co. March 1998 - March 2000
Bankers Trust March 1995 - March 1998
Kidder Peabody / Paine Webber March 1995 - March 1995
Salomon Brothers March 1995 - March 1995
Skills
Hedge Funds, Investments, Alternative Investments, Equities, Venture Capital, Due Diligence, Portfolio Management, Asset Managment, Financial Modeling, Private Equity, Entrepreneurship, Capital Markets, Start-ups, Derivatives, Risk Management, Equity Derivatives
Education
Duke University
Bachelor of Arts (B.A.), Economics
Edgemont High
Ende Capital Inc 2005 - Present
TEDxWallStreet July 2011 - Present
Silver Leaf Partners 2012 - Present
BorrowersFirst, Inc. August 2012 - March 2014
Lehman Brothers April 2001 - February 2005
NetCentric Partners March 2000 - April 2001
Bear Stearns & Co. March 1998 - March 2000
Bankers Trust March 1995 - March 1998
Kidder Peabody / Paine Webber March 1995 - March 1995
Salomon Brothers March 1995 - March 1995
Skills
Hedge Funds, Investments, Alternative Investments, Equities, Venture Capital, Due Diligence, Portfolio Management, Asset Managment, Financial Modeling, Private Equity, Entrepreneurship, Capital Markets, Start-ups, Derivatives, Risk Management, Equity Derivatives
Education
Duke University
Bachelor of Arts (B.A.), Economics
Edgemont High
William Ninehan's Bankers Trust Experience March 1986 - September 1993
Job Human Resources Educator
Industry Human Resources
Experience
New York Institute of Technology July 2006 - Present
New York Institute of Technology September 2001 - Present
Bankers Trust Co - Global Processing Services August 1997 - December 1999
Global Processing Alliance October 1993 - July 1997
Bankers Trust March 1986 - September 1993
Skills
Teaching, Training & Development, Human Resources, Employee Relations, HRIS, Onboarding, Organizational..., Performance Management, Recruiting, Resume Writing, Employee Engagement, New Hire Orientations, Talent Management, Talent Acquisition, Coaching, Personnel Management, Employee Training, Team Building, University Teaching, PeopleSoft, Program Management, Management, Staff Development, Policy, Strategic Planning, Change Management, Interviews, Administration, Leadership, Employment Law, Succession Planning, Training, Executive Coaching
Education
The George Washington University 2000 — 2010
Ed.S., Human and Organizational Learning
NYU - Polytechnic Institute 1998 — 2000
MS, Telecommunications & Information Management
Fordham University
Bachelor of Arts (BA), English and Philosophy
New York Institute of Technology July 2006 - Present
New York Institute of Technology September 2001 - Present
Bankers Trust Co - Global Processing Services August 1997 - December 1999
Global Processing Alliance October 1993 - July 1997
Bankers Trust March 1986 - September 1993
Skills
Teaching, Training & Development, Human Resources, Employee Relations, HRIS, Onboarding, Organizational..., Performance Management, Recruiting, Resume Writing, Employee Engagement, New Hire Orientations, Talent Management, Talent Acquisition, Coaching, Personnel Management, Employee Training, Team Building, University Teaching, PeopleSoft, Program Management, Management, Staff Development, Policy, Strategic Planning, Change Management, Interviews, Administration, Leadership, Employment Law, Succession Planning, Training, Executive Coaching
Education
The George Washington University 2000 — 2010
Ed.S., Human and Organizational Learning
NYU - Polytechnic Institute 1998 — 2000
MS, Telecommunications & Information Management
Fordham University
Bachelor of Arts (BA), English and Philosophy
Cathy LaFalce's Bankers Trust Experience November 1985 - June 1987
Job Managing Director, Global Head of AML for Markets & Securities Svcs, Corporate & Investment Banking at Citi
Industry Banking
Experience
Citi January 2015 - Present
Citi October 2013 - December 2014
Barclays Capital September 2009 - October 2013
Citibank November 2006 - August 2009
The Bank of New York June 2000 - October 2006
Citibank June 1987 - May 2000
Bankers Trust November 1985 - June 1987
Office of the Comptroller of the Currency June 1983 - November 1985
Skills
AML, KYC, OFAC, Banking, Securities, Sanction, Commercial Banking, Operational Risk, Structured Finance, Derivatives, Operational Risk..., Financial Services, Bank Secrecy Act, Financial Markets, USA PATRIOT Act, Credit Risk, Risk Assessment, Financial Institutions, Enterprise Risk..., Financial Regulation, Securitization, Due Diligence, Anti Money Laundering, Risk Analysis
Education
Fordham University 1979 — 1983
Bachelor of Science (B.S.), Finance and Economics
Citi January 2015 - Present
Citi October 2013 - December 2014
Barclays Capital September 2009 - October 2013
Citibank November 2006 - August 2009
The Bank of New York June 2000 - October 2006
Citibank June 1987 - May 2000
Bankers Trust November 1985 - June 1987
Office of the Comptroller of the Currency June 1983 - November 1985
Skills
AML, KYC, OFAC, Banking, Securities, Sanction, Commercial Banking, Operational Risk, Structured Finance, Derivatives, Operational Risk..., Financial Services, Bank Secrecy Act, Financial Markets, USA PATRIOT Act, Credit Risk, Risk Assessment, Financial Institutions, Enterprise Risk..., Financial Regulation, Securitization, Due Diligence, Anti Money Laundering, Risk Analysis
Education
Fordham University 1979 — 1983
Bachelor of Science (B.S.), Finance and Economics
Steve Markovinovic's Bankers Trust Experience 1997 - 1999
Job Vice President at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital December 2009 - Present
Natixis North America November 2002 - December 2009
J.P. Morgan April 2000 - September 2002
Bankers Trust 1997 - 1999
Sanwa Financial 1995 - 1998
Sanwa Financial 1995 - 1998
Skills
Structured Products, Interest Rate..., Hedge Funds, Fixed Income, Derivatives, Series 7, Series 66, Series 55
Education
Fordham University - Graduate School of Business Administration 2002 — 2005
Master of Business Administration (MBA), Finance, General
Pace University - Lubin School of Business 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
Barclays Capital December 2009 - Present
Natixis North America November 2002 - December 2009
J.P. Morgan April 2000 - September 2002
Bankers Trust 1997 - 1999
Sanwa Financial 1995 - 1998
Sanwa Financial 1995 - 1998
Skills
Structured Products, Interest Rate..., Hedge Funds, Fixed Income, Derivatives, Series 7, Series 66, Series 55
Education
Fordham University - Graduate School of Business Administration 2002 — 2005
Master of Business Administration (MBA), Finance, General
Pace University - Lubin School of Business 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
Gina Celcis Concepcion's Bankers Trust Experience 1997 - 1998
Job Founding Member/Director at Praxis International
Industry Nonprofit Organization Management
Experience
Praxis International December 2010 - Present
Granite Services December 2000 - June 2011
Granite Services 2006 - December 2009
Granite Services 2001 - 2006
Council on Foreign Relations 1998 - 2000
Bankers Trust 1997 - 1998
Education
Florida International University
Praxis International December 2010 - Present
Granite Services December 2000 - June 2011
Granite Services 2006 - December 2009
Granite Services 2001 - 2006
Council on Foreign Relations 1998 - 2000
Bankers Trust 1997 - 1998
Education
Florida International University
Bill Baughman's Bankers Trust Experience 1993 - 1994
Job President at Area 100 Group
Industry Financial Services
Experience
Area 100 Group 2004 - Present
Independence Investments, subsidiary of John Hancock 2001 - 2004
Credit Suisse First Boston 2000 - 2001
Scudder Investments 1997 - 1999
Charles Schwab 1994 - 1997
Bankers Trust 1993 - 1994
Fidelity Investments 1986 - 1993
Polaroid 1983 - 1986
Education
Earlham College 1976 — 1980
BA, Economics, English
Cleveland Heights 1973 — 1976
Area 100 Group 2004 - Present
Independence Investments, subsidiary of John Hancock 2001 - 2004
Credit Suisse First Boston 2000 - 2001
Scudder Investments 1997 - 1999
Charles Schwab 1994 - 1997
Bankers Trust 1993 - 1994
Fidelity Investments 1986 - 1993
Polaroid 1983 - 1986
Education
Earlham College 1976 — 1980
BA, Economics, English
Cleveland Heights 1973 — 1976
Chris Straube's Bankers Trust Experience March 1988 - November 1993
Job Senior Client Partner at Globant
Industry Information Technology and Services
Experience
Globant July 2014 - Present
International Business Machines February 2002 - March 2014
eFORCE July 2000 - January 2002
Nextera February 1999 - July 2000
Technology Solutions Company May 1997 - February 1999
NatWest Markets April 1996 - May 1997
Deutsche Bank March 1993 - April 1996
Bankers Trust March 1988 - November 1993
Skills
New Business Development, Risk Management, Consulting, Business Development, Account Management, Business Strategy, Strategic Planning, Sales, Sales Management, Management Consulting, Business Intelligence, Enterprise Software, Outsourcing, Professional Services, Negotiation, Business Analysis, Program Management, Team Leadership, Cloud Computing, Solution Selling, Management, SDLC, Strategy, Project Management, Financial Services
Education
Fordham Gabelli School of Business 1993 — 1997
MBA, Investment Management & Management Systems
Pace University 1984 — 1987
BBA, Finance
Globant July 2014 - Present
International Business Machines February 2002 - March 2014
eFORCE July 2000 - January 2002
Nextera February 1999 - July 2000
Technology Solutions Company May 1997 - February 1999
NatWest Markets April 1996 - May 1997
Deutsche Bank March 1993 - April 1996
Bankers Trust March 1988 - November 1993
Skills
New Business Development, Risk Management, Consulting, Business Development, Account Management, Business Strategy, Strategic Planning, Sales, Sales Management, Management Consulting, Business Intelligence, Enterprise Software, Outsourcing, Professional Services, Negotiation, Business Analysis, Program Management, Team Leadership, Cloud Computing, Solution Selling, Management, SDLC, Strategy, Project Management, Financial Services
Education
Fordham Gabelli School of Business 1993 — 1997
MBA, Investment Management & Management Systems
Pace University 1984 — 1987
BBA, Finance
Eric Wallis's Bankers Trust Experience July 1994 - July 1997
Job Sales Associate at The Goldstein Group
Industry Financial Services
Experience
The Goldstein Group September 2014 - Present
W. H. Mell Associates, Inc. March 1999 - September 2014
Citigroup July 1997 - March 1999
Bankers Trust July 1994 - July 1997
Skills
Bonds, Fixed Income, Bloomberg, Capital Markets, Equities, Financial Modeling, Alternative Investments, Hedge Funds, Investment Banking, Portfolio Management, Asset Managment, Derivatives, Valuation, Securities, Asset Allocation, Asset Management, Financial Analysis, Real Estate Transactions, Real Estate Development, Sales
Education
Emory University 1986 — 1990
Bachelor of Business Administration (BBA), Business/Commerce, General
Dobbs Ferry Public Schools 1979 — 1986
The Goldstein Group September 2014 - Present
W. H. Mell Associates, Inc. March 1999 - September 2014
Citigroup July 1997 - March 1999
Bankers Trust July 1994 - July 1997
Skills
Bonds, Fixed Income, Bloomberg, Capital Markets, Equities, Financial Modeling, Alternative Investments, Hedge Funds, Investment Banking, Portfolio Management, Asset Managment, Derivatives, Valuation, Securities, Asset Allocation, Asset Management, Financial Analysis, Real Estate Transactions, Real Estate Development, Sales
Education
Emory University 1986 — 1990
Bachelor of Business Administration (BBA), Business/Commerce, General
Dobbs Ferry Public Schools 1979 — 1986
Peter Lagatta's Bankers Trust Experience June 1998 - February 2001
Job Director Business Planning and Analysis at Barclays Capital
Industry Banking
Experience
Barclays Capital May 2007 - Present
JP Morgan Chase 2001 - 2007
Bankers Trust June 1998 - February 2001
Bank of New York Mellon 1993 - 1998
Skills
Equities, Strategic Planning, Capital Markets, Budgets, Finance, Management, Leadership, Series 7, Project Planning, Investment Banking, Due Diligence, Risk Management, CRM, Forecasting, Structured Finance, Fixed Income, Financial Analysis, Financial Modeling, Banking, Relationship Management
Education
Fordham University - Graduate School of Business Administration
MBA
Hofstra University
BBA Finance
Siena College
Barclays Capital May 2007 - Present
JP Morgan Chase 2001 - 2007
Bankers Trust June 1998 - February 2001
Bank of New York Mellon 1993 - 1998
Skills
Equities, Strategic Planning, Capital Markets, Budgets, Finance, Management, Leadership, Series 7, Project Planning, Investment Banking, Due Diligence, Risk Management, CRM, Forecasting, Structured Finance, Fixed Income, Financial Analysis, Financial Modeling, Banking, Relationship Management
Education
Fordham University - Graduate School of Business Administration
MBA
Hofstra University
BBA Finance
Siena College
Ashan Nilaweera's Bankers Trust Experience 1992 - 1993
Job Vice President, Systems and Controls
Industry Hospital & Health Care
Experience
MagnaCare August 2005 - Present
Epicor Software 1996 - 2005
Globe Tax Services 1993 - 1996
Bankers Trust 1992 - 1993
Education
Eastern Connecticut State University 1991 — 1992
BS, Economics and Management
University of Houston-Clear Lake 1990 — 1991
BS, Finance
MagnaCare August 2005 - Present
Epicor Software 1996 - 2005
Globe Tax Services 1993 - 1996
Bankers Trust 1992 - 1993
Education
Eastern Connecticut State University 1991 — 1992
BS, Economics and Management
University of Houston-Clear Lake 1990 — 1991
BS, Finance
Omar Medina's Bankers Trust Experience June 1995 - June 1997
Job Head of Client Services, SGCIB
Industry Financial Services
Experience
Societe Generale Corporate and Investment Banking - SGCIB July 2015 - Present
UBS Investment Bank April 2013 - July 2015
UBS Investment Bank May 2011 - April 2013
Goldman Sachs & Co. June 1997 - May 2011
Goldman Sachs Asset Management 1997 - May 2011
Association of Latino Professionals in Finance & Accounting - New York Chapter 2008 - 2010
Bankers Trust June 1995 - June 1997
Skills
Asset Management, Bonds, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking, Leadership, Credit Derivatives, Middle Office, Trading Systems, Bloomberg, Prime Brokerage, Securities
Education
Fordham University 1991 — 1995
BS, Finance
Societe Generale Corporate and Investment Banking - SGCIB July 2015 - Present
UBS Investment Bank April 2013 - July 2015
UBS Investment Bank May 2011 - April 2013
Goldman Sachs & Co. June 1997 - May 2011
Goldman Sachs Asset Management 1997 - May 2011
Association of Latino Professionals in Finance & Accounting - New York Chapter 2008 - 2010
Bankers Trust June 1995 - June 1997
Skills
Asset Management, Bonds, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking, Leadership, Credit Derivatives, Middle Office, Trading Systems, Bloomberg, Prime Brokerage, Securities
Education
Fordham University 1991 — 1995
BS, Finance
Kathy Kanes's Bankers Trust Experience July 1993 - September 1997
Job Vice President at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman June 1999 - Present
Macquarie Bank December 1997 - January 1999
Bankers Trust July 1993 - September 1997
Skills
Equities, Fixed Income, Securities, Investment Management, Bloomberg, Asset Management, Financial Services, Hedge Funds, Investments, Alternative Investments, Trading, Capital Markets, Wealth Management, Financial Modeling, Series 7, Derivatives, Mutual Funds
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, Management
Fordham University 1989 — 1993
BS, Finance
Brown Brothers Harriman June 1999 - Present
Macquarie Bank December 1997 - January 1999
Bankers Trust July 1993 - September 1997
Skills
Equities, Fixed Income, Securities, Investment Management, Bloomberg, Asset Management, Financial Services, Hedge Funds, Investments, Alternative Investments, Trading, Capital Markets, Wealth Management, Financial Modeling, Series 7, Derivatives, Mutual Funds
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, Management
Fordham University 1989 — 1993
BS, Finance
Paula Cabrera-Urena's Bankers Trust Experience September 1994 - November 1995
Job Director at BristolMyers Squibb
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb January 2008 - Present
Bristol-Myers Squibb April 2002 - December 2007
Bristol-Myers Squibb September 2000 - April 2002
Federal Reserve Bank of New York April 1998 - September 2000
Federal Reserve Bank of New York April 1996 - April 1998
Walt Disney Publishing November 1995 - October 1996
Banker's Trust September 1994 - November 1995
Parson's Brinckerhoff Quade & Douglas November 1990 - September 1994
Skills
Cross-functional Team..., Change Management, Process Improvement, Pharmaceutical Industry, Vendor Management, Management, Project Management, Leadership, Strategy, IT Strategy, Six Sigma, SAP, Business Strategy, Strategic Planning, SharePoint, Business Analysis, Business Process..., Project Portfolio..., IT Management, Outsourcing
Education
Society for Information Management 2014 — 2014
Regional Leadership Forum Graduate
Fordham University - Graduate School of Business Administration 1994 — 1998
Masters of Business Administration, Information Communication and Systems
Manhattan College 1986 — 1990
Bachelor of Science (B.S.), Dual Major - Marketing and Computer Information Systems
Bristol-Myers Squibb January 2008 - Present
Bristol-Myers Squibb April 2002 - December 2007
Bristol-Myers Squibb September 2000 - April 2002
Federal Reserve Bank of New York April 1998 - September 2000
Federal Reserve Bank of New York April 1996 - April 1998
Walt Disney Publishing November 1995 - October 1996
Banker's Trust September 1994 - November 1995
Parson's Brinckerhoff Quade & Douglas November 1990 - September 1994
Skills
Cross-functional Team..., Change Management, Process Improvement, Pharmaceutical Industry, Vendor Management, Management, Project Management, Leadership, Strategy, IT Strategy, Six Sigma, SAP, Business Strategy, Strategic Planning, SharePoint, Business Analysis, Business Process..., Project Portfolio..., IT Management, Outsourcing
Education
Society for Information Management 2014 — 2014
Regional Leadership Forum Graduate
Fordham University - Graduate School of Business Administration 1994 — 1998
Masters of Business Administration, Information Communication and Systems
Manhattan College 1986 — 1990
Bachelor of Science (B.S.), Dual Major - Marketing and Computer Information Systems
Maureen Weldon's Bankers Trust Experience October 1984 - July 1996
Job Vice President of Resource Development United Way of Long Island
Industry Nonprofit Organization Management
Experience
United Way of Long Island February 2007 - Present
United Way of Morris County October 2001 - April 2005
ExpertSeeker.com October 1998 - September 2001
Flexiplace August 1996 - August 1998
Bankers Trust October 1984 - July 1996
American Management Systems January 1983 - September 1984
Midlantic National Bank July 1977 - January 1983
Skills
Strategic Planning, Relationship Management, Proposal Writing, Non-profits, Leadership Development, Program Development, Team Building, Program Management, Nonprofits, Fundraising, Media Relations, Public Relations, Marketing, Public Speaking, Portfolio Management, Project Management, Event Planning, Community Outreach, Budgets, Social Media, Strategic Communications, Grants, Grant Writing, Community Development, Public Policy, Leadership
Education
Chubb Institute of Computer Technology 1980 — 1982
Associate, Programing
Fairleigh Dickinson University 1977 — 1980
MBA, Finance
Villanova University 1973 — 1977
Bachelor of Science (BS)
United Way of Long Island February 2007 - Present
United Way of Morris County October 2001 - April 2005
ExpertSeeker.com October 1998 - September 2001
Flexiplace August 1996 - August 1998
Bankers Trust October 1984 - July 1996
American Management Systems January 1983 - September 1984
Midlantic National Bank July 1977 - January 1983
Skills
Strategic Planning, Relationship Management, Proposal Writing, Non-profits, Leadership Development, Program Development, Team Building, Program Management, Nonprofits, Fundraising, Media Relations, Public Relations, Marketing, Public Speaking, Portfolio Management, Project Management, Event Planning, Community Outreach, Budgets, Social Media, Strategic Communications, Grants, Grant Writing, Community Development, Public Policy, Leadership
Education
Chubb Institute of Computer Technology 1980 — 1982
Associate, Programing
Fairleigh Dickinson University 1977 — 1980
MBA, Finance
Villanova University 1973 — 1977
Bachelor of Science (BS)
David Valiaveedan's Bankers Trust Experience 1994 - 1997
Job Vice President Finance & Treasurer at Hovnanian Enterprises
Industry Real Estate
Experience
Hovnanian Enterprises December 2009 - Present
K. Hovnanian Companies 2005 - Present
AIG Global Real Estate Investment Corp 2003 - 2005
AIG Global Real Estate 2002 - 2004
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 2000 - 2001
CreditRe Mortgage Capital 1997 - 2000
Bankers Trust 1994 - 1997
PW Funding 1989 - 1992
Skills
Due Diligence, Finance, Real Estate, Financial Analysis, Asset Management, Investment Properties, Valuation, Investments, Financial Modeling, Real Estate Economics
Education
University of Virginia - Darden Graduate School of Business Administration 1992 — 1994
MBA
Georgetown University 1985 — 1989
Georgetown University - The McDonough School of Business 1985 — 1989
BSBA
CBA
Hovnanian Enterprises December 2009 - Present
K. Hovnanian Companies 2005 - Present
AIG Global Real Estate Investment Corp 2003 - 2005
AIG Global Real Estate 2002 - 2004
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 2000 - 2001
CreditRe Mortgage Capital 1997 - 2000
Bankers Trust 1994 - 1997
PW Funding 1989 - 1992
Skills
Due Diligence, Finance, Real Estate, Financial Analysis, Asset Management, Investment Properties, Valuation, Investments, Financial Modeling, Real Estate Economics
Education
University of Virginia - Darden Graduate School of Business Administration 1992 — 1994
MBA
Georgetown University 1985 — 1989
Georgetown University - The McDonough School of Business 1985 — 1989
BSBA
CBA
Lisa Gugliada's Bankers Trust Experience May 1995 - May 1999
Job Deputy General Counsel at Lightower Fiber Networks
Industry Telecommunications
Experience
Lightower Fiber Networks August 2013 - Present
Lightower Fiber Networks (formerly Sidera Networks) September 2012 - August 2013
AboveNet Communications, Inc. May 2000 - July 2012
Deutsche Bank May 1999 - May 2000
Bankers Trust May 1995 - May 1999
Smith Barney Inc. October 1993 - May 1995
Skills
IP, Telecommunications, Internet Services, Contract Negotiation, Metro Ethernet, Cloud Computing, Strategic Partnerships, DWDM, Licensing, Litigation Management, Optical Fiber
Education
Boston College
Bachelor of Arts (BA), Mathematics and Computer Science
Fordham University School of Law
Doctor of Law (JD)
Lightower Fiber Networks August 2013 - Present
Lightower Fiber Networks (formerly Sidera Networks) September 2012 - August 2013
AboveNet Communications, Inc. May 2000 - July 2012
Deutsche Bank May 1999 - May 2000
Bankers Trust May 1995 - May 1999
Smith Barney Inc. October 1993 - May 1995
Skills
IP, Telecommunications, Internet Services, Contract Negotiation, Metro Ethernet, Cloud Computing, Strategic Partnerships, DWDM, Licensing, Litigation Management, Optical Fiber
Education
Boston College
Bachelor of Arts (BA), Mathematics and Computer Science
Fordham University School of Law
Doctor of Law (JD)
Igor DaCosta's Bankers Trust Experience 1993 - 1995
Job Managing Director at Portfolio Advisors
Industry Investment Management
Experience
Portfolio Advisors December 2013 - Present
Credit Suisse August 2001 - December 2013
DLJ July 1997 - 2001
Bankers Trust 1993 - 1995
Skills
Investments, Business Development, Investment Banking, High Yield, Business Strategy, Capital Markets, Corporate Finance, Hedge Funds, Mutual Funds, Private Equity, Valuation
Education
Harvard Business School 1996 — 1998
Georgetown University 1989 — 1993
BSBA
Georgetown University - The McDonough School of Business 1989 — 1993
BSBA
St. Julian's 1974 — 1988
Portfolio Advisors December 2013 - Present
Credit Suisse August 2001 - December 2013
DLJ July 1997 - 2001
Bankers Trust 1993 - 1995
Skills
Investments, Business Development, Investment Banking, High Yield, Business Strategy, Capital Markets, Corporate Finance, Hedge Funds, Mutual Funds, Private Equity, Valuation
Education
Harvard Business School 1996 — 1998
Georgetown University 1989 — 1993
BSBA
Georgetown University - The McDonough School of Business 1989 — 1993
BSBA
St. Julian's 1974 — 1988
Toni Rudolph's Bankers Trust Experience January 2008 - May 2009
Job at
Industry Banking
Experience
First Citizens Bank December 2013 - Present
US Bank April 2011 - Present
US Bank July 2009 - May 2011
Bankers Trust January 2008 - May 2009
Bank of America February 2007 - November 2007
Bank of America October 2004 - November 2007
Bank of America December 2003 - October 2004
Bank of America December 1998 - December 2003
Bank of America December 1995 - December 1998
Skills
Sales, Relationship Management, Banking, Treasury Management, Commercial Banking, Sales Management, Leadership, Loans, Cash Management, Portfolio Management, Financial Services, Mergers & Acquisitions, Management, Credit, Credit Cards, Payments, Small Business Lending, Consumer Lending, Credit Analysis, Lines Of Credit, Treasury Services
Education
Fort Le Boeuf
Gateway Community College
First Citizens Bank December 2013 - Present
US Bank April 2011 - Present
US Bank July 2009 - May 2011
Bankers Trust January 2008 - May 2009
Bank of America February 2007 - November 2007
Bank of America October 2004 - November 2007
Bank of America December 2003 - October 2004
Bank of America December 1998 - December 2003
Bank of America December 1995 - December 1998
Skills
Sales, Relationship Management, Banking, Treasury Management, Commercial Banking, Sales Management, Leadership, Loans, Cash Management, Portfolio Management, Financial Services, Mergers & Acquisitions, Management, Credit, Credit Cards, Payments, Small Business Lending, Consumer Lending, Credit Analysis, Lines Of Credit, Treasury Services
Education
Fort Le Boeuf
Gateway Community College
Annalisa Nash Fernandez's Bankers Trust Experience 1989 - 1992
Job Corporate Finance
Industry Marketing and Advertising
Experience
University of Wisconsin Milwaukee December 2010 - Present
Domain Americas LLC 2001 - Present
University of Wisconsin Milwaukee August 2011 - December 2012
Philip Morris International and Kraft Foods Brazil September 1996 - February 2001
Philip Morris International and Kraft Foods June 1994 - October 1996
Philip Morris International and Kraft Foods December 1992 - June 1994
Nomura Research Institute 1992 - 1992
Bankers Trust 1989 - 1992
BISL September 1986 - June 1989
Price Waterhouse 1988 - 1989
Skills
Strategic Planning, Spanish, Leadership, Translation, Management, Market Research, Marketing Communications, Financial Modeling, Mergers & Acquisitions, Divestitures, Corporate Finance, Strategy, Financial Analysis, Latin America, Strategic Financial..., Financial Planning
Education
Georgetown University 1985 — 1989
BS, International Business
Universidad Católica de Córdoba 1987 — 1987
Business Administration and Management, General
Huntington Beach High School 1980 — 1985
University of Wisconsin-Milwaukee
University of Wisconsin Milwaukee December 2010 - Present
Domain Americas LLC 2001 - Present
University of Wisconsin Milwaukee August 2011 - December 2012
Philip Morris International and Kraft Foods Brazil September 1996 - February 2001
Philip Morris International and Kraft Foods June 1994 - October 1996
Philip Morris International and Kraft Foods December 1992 - June 1994
Nomura Research Institute 1992 - 1992
Bankers Trust 1989 - 1992
BISL September 1986 - June 1989
Price Waterhouse 1988 - 1989
Skills
Strategic Planning, Spanish, Leadership, Translation, Management, Market Research, Marketing Communications, Financial Modeling, Mergers & Acquisitions, Divestitures, Corporate Finance, Strategy, Financial Analysis, Latin America, Strategic Financial..., Financial Planning
Education
Georgetown University 1985 — 1989
BS, International Business
Universidad Católica de Córdoba 1987 — 1987
Business Administration and Management, General
Huntington Beach High School 1980 — 1985
University of Wisconsin-Milwaukee
Donald Sondak's Bankers Trust Experience 1989 - 1991
Job Chief Operating Officer Skarzynski Black LLC
Industry Financial Services
Experience
Skarzynski Black LLC September 2014 - Present
Credit Suisse April 2006 - September 2013
Merrill Lynch 1999 - 2006
J P Morgan 1996 - 1999
First Fidelity Bank 1991 - 1996
Bankers Trust 1989 - 1991
Salomon Brothers Inc 1986 - 1989
Skills
Wealth Management, Asset Managment, Business Analysis, Financial Services, Private Banking, Investment Banking, Due Diligence, Finance, Asset Management, Financial Risk, Securities, Equities, Fixed Income, Capital Markets, Derivatives, Hedge Funds, Corporate Finance, Financial Markets, Portfolio Management, Valuation, Alternative Investments, Trading, FX Options, Bloomberg, Structured Products, Mutual Funds, Private Equity, Options, Investments, Emerging Markets, Financial Modeling, Market Risk, Trading Systems, Banking, Equity Derivatives, Investment Management, Bonds, Vendor Management, Contract Negotiation, Contract Management, Revenue & Profit Growth, Expense Management, Strategic Thinking, Collaborative Problem..., Risk Management, Middle Office, Asset Allocation, Operational Risk
Education
Fairleigh Dickinson University
Master of Business Administration (MBA), Finance and Financial Management Services
Rider University
BS Commerce, Finance / Accounting
Skarzynski Black LLC September 2014 - Present
Credit Suisse April 2006 - September 2013
Merrill Lynch 1999 - 2006
J P Morgan 1996 - 1999
First Fidelity Bank 1991 - 1996
Bankers Trust 1989 - 1991
Salomon Brothers Inc 1986 - 1989
Skills
Wealth Management, Asset Managment, Business Analysis, Financial Services, Private Banking, Investment Banking, Due Diligence, Finance, Asset Management, Financial Risk, Securities, Equities, Fixed Income, Capital Markets, Derivatives, Hedge Funds, Corporate Finance, Financial Markets, Portfolio Management, Valuation, Alternative Investments, Trading, FX Options, Bloomberg, Structured Products, Mutual Funds, Private Equity, Options, Investments, Emerging Markets, Financial Modeling, Market Risk, Trading Systems, Banking, Equity Derivatives, Investment Management, Bonds, Vendor Management, Contract Negotiation, Contract Management, Revenue & Profit Growth, Expense Management, Strategic Thinking, Collaborative Problem..., Risk Management, Middle Office, Asset Allocation, Operational Risk
Education
Fairleigh Dickinson University
Master of Business Administration (MBA), Finance and Financial Management Services
Rider University
BS Commerce, Finance / Accounting
Paul Wahmann's Bankers Trust Experience 1992 - 1999
Job Senior Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2005 - Present
Mellon Financial Corp. 1999 - 2005
Bankers Trust 1992 - 1999
Skills
Mutual Funds, Securities, Equities, Fixed Income, Financial Services, Alternative Investments, Investments, Fund Accounting, Portfolio Management, Asset Allocation, Investment Management, Relationship Management, Fund Administration, Fund Of Funds, Financial Analysis, Bloomberg
Education
Drexel University 1986 — 1991
Bachelor's degree, Accounting
Brown Brothers Harriman August 2005 - Present
Mellon Financial Corp. 1999 - 2005
Bankers Trust 1992 - 1999
Skills
Mutual Funds, Securities, Equities, Fixed Income, Financial Services, Alternative Investments, Investments, Fund Accounting, Portfolio Management, Asset Allocation, Investment Management, Relationship Management, Fund Administration, Fund Of Funds, Financial Analysis, Bloomberg
Education
Drexel University 1986 — 1991
Bachelor's degree, Accounting
Lilyanne McClean's Bankers Trust Experience 1991 - 1992
Job Senior Vice President, kglobal (Financial Services Practice Group Leader)
Industry Public Relations and Communications
Experience
Bryan Cave, LLP. March 2010 - April 2011
Vox Global January 2009 - March 2010
American Express June 1995 - May 2007
Institute for Strategy Development August 1994 - June 1996
JPMorgan Chase 1992 - 1994
Bankers Trust 1991 - 1992
Education
Georgetown University 2007 — 2008
The George Washington University Law School 1998 — 2001
J.D.
Bryan Cave, LLP. March 2010 - April 2011
Vox Global January 2009 - March 2010
American Express June 1995 - May 2007
Institute for Strategy Development August 1994 - June 1996
JPMorgan Chase 1992 - 1994
Bankers Trust 1991 - 1992
Education
Georgetown University 2007 — 2008
The George Washington University Law School 1998 — 2001
J.D.
Joan Tortola's Bankers Trust Experience 1987 - 1996
Job Director, Client Services at Computershare
Industry Financial Services
Experience
Self-employed May 2014 - Present
Computershare April 2002 - April 2014
Mellon Investor 2000 - 2002
First Union 1999 - 2000
MetLife 1996 - 1999
Bankers Trust 1987 - 1996
Education
Fordham University - Graduate School of Business Administration 1985 — 1987
Master of Business Administration (MBA), Finance, General
Self-employed May 2014 - Present
Computershare April 2002 - April 2014
Mellon Investor 2000 - 2002
First Union 1999 - 2000
MetLife 1996 - 1999
Bankers Trust 1987 - 1996
Education
Fordham University - Graduate School of Business Administration 1985 — 1987
Master of Business Administration (MBA), Finance, General
Anne Mosley's Bankers Trust Experience January 1991 - December 1997
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2000 - Present
Metropolitan Life Insurance Company January 1998 - August 2000
Bankers Trust January 1991 - December 1997
American General November 1988 - January 1991
Equitable Life 1982 - 1988
Education
Duke University
Masters, Environmental management
Gettysburg College
BA, Biology
Vanderbilt University
Executive MBA, Business
Fidelity Investments August 2000 - Present
Metropolitan Life Insurance Company January 1998 - August 2000
Bankers Trust January 1991 - December 1997
American General November 1988 - January 1991
Equitable Life 1982 - 1988
Education
Duke University
Masters, Environmental management
Gettysburg College
BA, Biology
Vanderbilt University
Executive MBA, Business
Robert Sullivan's Bankers Trust Experience 1993 - 1996
Job Vice President, Strategic Solutions at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions October 2013 - Present
Broadridge Financial Solutions May 2011 - October 2013
Broadridge Financial Solutions October 2006 - May 2011
NYU SCPS July 2006 - June 2009
UBS May 2004 - October 2006
InvestLink Technologies September 1996 - August 2003
Bankers Trust 1993 - 1996
Skills
Mutual Funds, Financial Services, Retirement Planning, Business Development, Generating Revenue, Relationship Marketing, Data Warehousing, Outsourced Solutions, Capital Markets, Equities, Finance, Financial Planning, Fixed Income, Investments, Management, Sales, Securities, Series 63, Series 7, Strategic Financial..., Strategic Planning, Strategy, Vendor Management, Wealth Management
Education
Fordham University - Graduate School of Business Administration 1996 — 2001
MBA, Accounting
Fordham University 1984 — 1987
BS, Finance
Broadridge Financial Solutions October 2013 - Present
Broadridge Financial Solutions May 2011 - October 2013
Broadridge Financial Solutions October 2006 - May 2011
NYU SCPS July 2006 - June 2009
UBS May 2004 - October 2006
InvestLink Technologies September 1996 - August 2003
Bankers Trust 1993 - 1996
Skills
Mutual Funds, Financial Services, Retirement Planning, Business Development, Generating Revenue, Relationship Marketing, Data Warehousing, Outsourced Solutions, Capital Markets, Equities, Finance, Financial Planning, Fixed Income, Investments, Management, Sales, Securities, Series 63, Series 7, Strategic Financial..., Strategic Planning, Strategy, Vendor Management, Wealth Management
Education
Fordham University - Graduate School of Business Administration 1996 — 2001
MBA, Accounting
Fordham University 1984 — 1987
BS, Finance
Eric Cappelmann's Bankers Trust Experience July 1996 - March 2000
Job Managing Director, Head of Global Counterparty Credit at Pine River Capital Management LP
Industry Financial Services
Experience
Pine River Capital Management October 2011 - Present
Nomura Holding America June 2008 - September 2011
Bear Stearns July 2000 - June 2008
Bankers Trust July 1996 - March 2000
Prudential Securities November 1993 - July 1996
Skills
Credit Risk, Credit Derivatives, Due Diligence, Capital Markets, Investment Banking, Fixed Income, Hedge Funds, Credit, Swaps, Financial Structuring, Structured Finance, Securities, Trading, Equities, Investments, Portfolio Management, Valuation, Derivatives
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance
Franklin & Marshall College 1989 — 1993
BA, Business
Pine River Capital Management October 2011 - Present
Nomura Holding America June 2008 - September 2011
Bear Stearns July 2000 - June 2008
Bankers Trust July 1996 - March 2000
Prudential Securities November 1993 - July 1996
Skills
Credit Risk, Credit Derivatives, Due Diligence, Capital Markets, Investment Banking, Fixed Income, Hedge Funds, Credit, Swaps, Financial Structuring, Structured Finance, Securities, Trading, Equities, Investments, Portfolio Management, Valuation, Derivatives
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance
Franklin & Marshall College 1989 — 1993
BA, Business
Noelle Conant's Bankers Trust Experience October 1992 - February 1994
Job Pricing Manager at Star Asia International
Industry Import and Export
Experience
Star Asia International November 2013 - Present
Star Asia International March 2012 - October 2013
SunTrust Bank April 2008 - February 2012
SunTrust Bank April 2006 - May 2008
SunTrust Bank January 2004 - April 2006
SunTrust Bank January 2003 - December 2004
SunTrust Bank January 1999 - December 2003
SunTrust Bank April 1996 - December 1998
Southeastern Health Services August 1994 - April 1996
Bankers Trust October 1992 - February 1994
Skills
Vendor Relations, Defined Contribution..., Plan Administration, Plan Design, Product/service..., Defined Contribution, Business Planning, Vendor Management, Pricing, Pricing Analysis, Pricing Research, ERISA, Leadership, 401k, Management, Relationship Management, Sales
Education
Emerson College
Bachelor of Science, Communications
Star Asia International November 2013 - Present
Star Asia International March 2012 - October 2013
SunTrust Bank April 2008 - February 2012
SunTrust Bank April 2006 - May 2008
SunTrust Bank January 2004 - April 2006
SunTrust Bank January 2003 - December 2004
SunTrust Bank January 1999 - December 2003
SunTrust Bank April 1996 - December 1998
Southeastern Health Services August 1994 - April 1996
Bankers Trust October 1992 - February 1994
Skills
Vendor Relations, Defined Contribution..., Plan Administration, Plan Design, Product/service..., Defined Contribution, Business Planning, Vendor Management, Pricing, Pricing Analysis, Pricing Research, ERISA, Leadership, 401k, Management, Relationship Management, Sales
Education
Emerson College
Bachelor of Science, Communications
Siobhan Donovan's Bankers Trust Experience February 1995 - 1998
Job Star Leader at Silpada Designs
Industry Luxury Goods & Jewelry
Experience
Silpada Designs May 2008 - Present
Bankers Trust February 1995 - 1998
Mellon Bank 1989 - 1995
Education
Dublin Business School
Silpada Designs May 2008 - Present
Bankers Trust February 1995 - 1998
Mellon Bank 1989 - 1995
Education
Dublin Business School
Jim Kratzok's Bankers Trust Experience August 1993 - May 1995
Job Free at last...
Industry Computer Software
Experience
Home October 2014 - Present
Microsoft July 2006 - October 2014
Softricity March 2006 - July 2006
Cleary Gottlieb Steen & Hamilton LLP November 2005 - March 2006
AllianceBernstein April 2000 - September 2005
Neuberger Berman August 1997 - April 2000
Deutsche Bank May 1995 - August 1997
Bankers Trust August 1993 - May 1995
Microcom August 1992 - July 1993
IBM September 1983 - July 1992
Skills
Business Analysis, SDLC, Enterprise Architecture, Microsoft Technologies, Enterprise Software, Servers, IT Management, Consulting, ITIL, Microsoft SQL Server, System Deployment, Integration, Software Development, Technical Support, App-V, Vendor Management, System Administration, Virtualization, Project Management, SharePoint, Cloud Computing, Windows Server, Software Installation, Security, Hyper-V, Application..., IT Strategy, Data Center, Citrix, Disaster Recovery, Powershell, SaaS, IT Service Management
Education
Franklin & Marshall College 1977 — 1981
Bachelor of Arts (B.A.), American Studies
Home October 2014 - Present
Microsoft July 2006 - October 2014
Softricity March 2006 - July 2006
Cleary Gottlieb Steen & Hamilton LLP November 2005 - March 2006
AllianceBernstein April 2000 - September 2005
Neuberger Berman August 1997 - April 2000
Deutsche Bank May 1995 - August 1997
Bankers Trust August 1993 - May 1995
Microcom August 1992 - July 1993
IBM September 1983 - July 1992
Skills
Business Analysis, SDLC, Enterprise Architecture, Microsoft Technologies, Enterprise Software, Servers, IT Management, Consulting, ITIL, Microsoft SQL Server, System Deployment, Integration, Software Development, Technical Support, App-V, Vendor Management, System Administration, Virtualization, Project Management, SharePoint, Cloud Computing, Windows Server, Software Installation, Security, Hyper-V, Application..., IT Strategy, Data Center, Citrix, Disaster Recovery, Powershell, SaaS, IT Service Management
Education
Franklin & Marshall College 1977 — 1981
Bachelor of Arts (B.A.), American Studies
Dave Leto's Bankers Trust Experience January 1993 - January 1999
Job Actively seeking a new position in the Financial Services Industry
Industry Banking
Experience
BNY Mellon April 2013 - June 2015
Broadridge Financial Services 2010 - February 2013
HSBC Securities 2006 - 2010
ABN AMRO 2002 - 2006
Deutsche Bank January 1993 - January 2002
Bankers Trust January 1993 - January 1999
YAMAICHI INTERNATIONAL AMERICA January 1988 - January 1993
WERTHEIM SECURITIES January 1986 - January 1987
SECURITY PACIFIC CLEARING & SERVICES January 1982 - January 1986
Skills
Trading, Fixed Income, Back Office, Equities, Financial Services, Securities, Financial Markets, Investment Banking, Banking, Settlement, Business Analysis, Analysis, Prime Brokerage, Collateral Management, Securities Lending, Middle Office, Capital Markets, Bonds, Finance, Trading Systems
Education
Fairleigh Dickinson University
Glen Rock High School 1972 — 1976
BNY Mellon April 2013 - June 2015
Broadridge Financial Services 2010 - February 2013
HSBC Securities 2006 - 2010
ABN AMRO 2002 - 2006
Deutsche Bank January 1993 - January 2002
Bankers Trust January 1993 - January 1999
YAMAICHI INTERNATIONAL AMERICA January 1988 - January 1993
WERTHEIM SECURITIES January 1986 - January 1987
SECURITY PACIFIC CLEARING & SERVICES January 1982 - January 1986
Skills
Trading, Fixed Income, Back Office, Equities, Financial Services, Securities, Financial Markets, Investment Banking, Banking, Settlement, Business Analysis, Analysis, Prime Brokerage, Collateral Management, Securities Lending, Middle Office, Capital Markets, Bonds, Finance, Trading Systems
Education
Fairleigh Dickinson University
Glen Rock High School 1972 — 1976
Field Smith's Bankers Trust Experience 1987 - 1990
Job Managing Director at Ally Commercial Finance LLC
Industry Financial Services
Experience
Ally Commercial Finance LLC November 2010 - Present
Ally Commercial Finance LLC (f/k/a GMAC Commercial Finance) February 2010 - Present
Ally Commercial Finance LLC (f/k/a GMAC Commercial Finance) September 1999 - Present
Gleacher NatWest November 1996 - April 1999
NatWest Bank September 1990 - November 1996
Bankers Trust 1987 - 1990
Irving Trust September 1980 - September 1987
Skills
Leveraged Finance, Structured Finance, Credit Analysis, Asset Based Lending, Portfolio Management, Financial Structuring, Underwriting, Corporate Finance, Capital Markets, Credit Risk, Credit, Commercial Lending, Loans, Private Equity, Financial Modeling, Due Diligence, Restructuring, Fixed Income, Mergers & Acquisitions, Loan Origination, Financial Risk, Commercial Banking
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance and Management
Georgetown University 1976 — 1980
BA, Economics
Ally Commercial Finance LLC November 2010 - Present
Ally Commercial Finance LLC (f/k/a GMAC Commercial Finance) February 2010 - Present
Ally Commercial Finance LLC (f/k/a GMAC Commercial Finance) September 1999 - Present
Gleacher NatWest November 1996 - April 1999
NatWest Bank September 1990 - November 1996
Bankers Trust 1987 - 1990
Irving Trust September 1980 - September 1987
Skills
Leveraged Finance, Structured Finance, Credit Analysis, Asset Based Lending, Portfolio Management, Financial Structuring, Underwriting, Corporate Finance, Capital Markets, Credit Risk, Credit, Commercial Lending, Loans, Private Equity, Financial Modeling, Due Diligence, Restructuring, Fixed Income, Mergers & Acquisitions, Loan Origination, Financial Risk, Commercial Banking
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance and Management
Georgetown University 1976 — 1980
BA, Economics
Peter McEvoy, CFP's Bankers Trust Experience 1987 - 2002
Job Director/Sr.Portfolio Manager at BlackRock
Industry Investment Management
Experience
BlackRock Portfolio ManagerDeutsche Bank1987 - 2002
Bankers Trust 1987 - 2002
Bankers Trust Company (now Deutsche Bank) 1986 - 2002
Education
Fordham Gabelli School of Business
BlackRock Portfolio ManagerDeutsche Bank1987 - 2002
Bankers Trust 1987 - 2002
Bankers Trust Company (now Deutsche Bank) 1986 - 2002
Education
Fordham Gabelli School of Business
Richard Shulman's Bankers Trust Experience June 1994 - March 1998
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank November 2009 - Present
JP Morgan June 2008 - June 2009
Bear Stearns March 1998 - May 2008
Bankers Trust June 1994 - March 1998
Dreyfus September 1992 - June 1994
Skills
Mutual Funds, Financial Accounting, Structured Products, Portfolio Management, Equity Derivatives, Strategy, Alternative Investments, Equities, Financial Modeling, Equity Research, Equity Trading, Options, Credit Derivatives
Education
Flagler College 1988 — 1992
BA, Business Admin/Accounting
Deutsche Bank November 2009 - Present
JP Morgan June 2008 - June 2009
Bear Stearns March 1998 - May 2008
Bankers Trust June 1994 - March 1998
Dreyfus September 1992 - June 1994
Skills
Mutual Funds, Financial Accounting, Structured Products, Portfolio Management, Equity Derivatives, Strategy, Alternative Investments, Equities, Financial Modeling, Equity Research, Equity Trading, Options, Credit Derivatives
Education
Flagler College 1988 — 1992
BA, Business Admin/Accounting
Greg Vogler's Bankers Trust Experience 1993 - 1999
Job IT Audit Consultant/Contractor at SelfEmployed
Industry Financial Services
Experience
Self-Employed October 2013 - Present
AIG June 2007 - July 2013
Deutsche Bank 2006 - 2007
BNY Mellon 2002 - 2005
UBS 2000 - 2002
Bankers Trust 1993 - 1999
Empire Blue Cross/Blue Shield of New York 1991 - 1993
Citibank 1987 - 1990
Midlantic Banks and First Fidelity 1984 - 1987
Skills
Auditing, IT Audit, Risk Management, Security, Business Analysis, Enterprise Risk..., Internal Audit, Sarbanes-Oxley Act, Governance, Financial Risk, Infrastructure, Risk Assessment, Sarbanes-Oxley, Information Technology, Business Process..., Vendor Management, SDLC, Internal Controls, SAS70, Information Security, CISA, IT Risk Management, Information Security..., Data Privacy, Business Continuity, COBIT, Strategic Financial..., Outsourcing, Financial Reporting, Financial Analysis
Education
Computer Learning Center 1983 — 1984
Certificate in Programming, COBOL, ASSEMBLER and RPG
Fairleigh Dickinson University 1976 — 1980
Bachelor of Science (BS), Accounting
Self-Employed October 2013 - Present
AIG June 2007 - July 2013
Deutsche Bank 2006 - 2007
BNY Mellon 2002 - 2005
UBS 2000 - 2002
Bankers Trust 1993 - 1999
Empire Blue Cross/Blue Shield of New York 1991 - 1993
Citibank 1987 - 1990
Midlantic Banks and First Fidelity 1984 - 1987
Skills
Auditing, IT Audit, Risk Management, Security, Business Analysis, Enterprise Risk..., Internal Audit, Sarbanes-Oxley Act, Governance, Financial Risk, Infrastructure, Risk Assessment, Sarbanes-Oxley, Information Technology, Business Process..., Vendor Management, SDLC, Internal Controls, SAS70, Information Security, CISA, IT Risk Management, Information Security..., Data Privacy, Business Continuity, COBIT, Strategic Financial..., Outsourcing, Financial Reporting, Financial Analysis
Education
Computer Learning Center 1983 — 1984
Certificate in Programming, COBOL, ASSEMBLER and RPG
Fairleigh Dickinson University 1976 — 1980
Bachelor of Science (BS), Accounting
Alan Abramson's Bankers Trust Experience 1980 - 1985
Job Former Fellow Duke University
Industry Financial Services
Experience
g-bit - green business informatics tool June 2015 - Present
CRT Capital Group May 2011 - October 2013
Nicholas Institute for Environmental Policy solutions June 2009 - May 2011
RBS Greenwich Capital Markets September 1987 - April 2008
Bear Stearns January 1986 - August 1987
Salomon Brothers January 1985 - January 1986
Bankers Trust 1980 - 1985
Skills
Bonds, Financial Markets, Sustainability, Environmental, Capital Markets, Environmental Awareness, Environmental Policy, Equities, Finance, Financial Services, Fixed Income, Environmental Issues, Derivatives, Hedge Funds, Management, Securities, Series 7, Trading, Investment Banking
Education
Duke University 2007 — 2009
DEL-MEM, Environmental Management
Duke University 1976 — 1980
Bachelor's degree, Political Science
g-bit - green business informatics tool June 2015 - Present
CRT Capital Group May 2011 - October 2013
Nicholas Institute for Environmental Policy solutions June 2009 - May 2011
RBS Greenwich Capital Markets September 1987 - April 2008
Bear Stearns January 1986 - August 1987
Salomon Brothers January 1985 - January 1986
Bankers Trust 1980 - 1985
Skills
Bonds, Financial Markets, Sustainability, Environmental, Capital Markets, Environmental Awareness, Environmental Policy, Equities, Finance, Financial Services, Fixed Income, Environmental Issues, Derivatives, Hedge Funds, Management, Securities, Series 7, Trading, Investment Banking
Education
Duke University 2007 — 2009
DEL-MEM, Environmental Management
Duke University 1976 — 1980
Bachelor's degree, Political Science
Kevin Connelly's Bankers Trust Experience June 1990 - August 1993
Job at VersaPharm
Industry Pharmaceuticals
Experience
VersaPharm 2007 - Present
Shamrock Pharma 2007 - 2007
Taro Pharmaceuticals 1993 - 2006
Bankers Trust June 1990 - August 1993
First American Bank Of New York 1985 - 1990
Education
Fordham University 1978 — 1982
VersaPharm 2007 - Present
Shamrock Pharma 2007 - 2007
Taro Pharmaceuticals 1993 - 2006
Bankers Trust June 1990 - August 1993
First American Bank Of New York 1985 - 1990
Education
Fordham University 1978 — 1982
Curt Crofford's Bankers Trust Experience 1995 - 1998
Job Managing Director at Hicks Equity Partners
Industry Investment Management
Experience
Hicks Equity Partners June 2005 - Present
Dresdner Kleinwort Wasserstein 2000 - 2003
Donaldson, Lufkin & Jenrette May 1998 - October 2000
Bankers Trust 1995 - 1998
Skills
Financial Modeling, Corporate Finance, Private Equity
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA
Vanderbilt University 1991 — 1995
Bachelor's Degree, Economics
Hicks Equity Partners June 2005 - Present
Dresdner Kleinwort Wasserstein 2000 - 2003
Donaldson, Lufkin & Jenrette May 1998 - October 2000
Bankers Trust 1995 - 1998
Skills
Financial Modeling, Corporate Finance, Private Equity
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA
Vanderbilt University 1991 — 1995
Bachelor's Degree, Economics
Charles Kohler's Bankers Trust Experience 1987 - 1999
Job Executive Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2012 - Present
Deutsche Bank January 1999 - February 2012
Bankers Trust 1987 - 1999
Skills
Business Development, Due Diligence, Retail Banking, Credit Analysis, Emerging Markets, Executive Management, Bonds, Wealth Management, Program Management, Product Management
Education
Duke University - The Fuqua School of Business 1982 — 1984
MBA, Finance
Villanova University 1978 — 1982
BSBA, Marketing
Wells Fargo February 2012 - Present
Deutsche Bank January 1999 - February 2012
Bankers Trust 1987 - 1999
Skills
Business Development, Due Diligence, Retail Banking, Credit Analysis, Emerging Markets, Executive Management, Bonds, Wealth Management, Program Management, Product Management
Education
Duke University - The Fuqua School of Business 1982 — 1984
MBA, Finance
Villanova University 1978 — 1982
BSBA, Marketing
Ann Gillin Lefever's Bankers Trust Experience July 1986 - April 1996
Job Managing Director at Barclays Capital
Industry Capital Markets
Experience
Barclays Capital 2008 - Present
Lehman Brothers June 2000 - September 2008
Sanford Bernstein 1996 - 2000
Bankers Trust July 1986 - April 1996
Skills
Equities, Strategy, Investment Banking, Capital Markets, Fixed Income, Prime Brokerage, Financial Modeling, Management, Investments, Hedge Funds
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Business
Georgetown University 1982 — 1986
BSBA, Finance
The Ursuline School 1978 — 1982
Barclays Capital 2008 - Present
Lehman Brothers June 2000 - September 2008
Sanford Bernstein 1996 - 2000
Bankers Trust July 1986 - April 1996
Skills
Equities, Strategy, Investment Banking, Capital Markets, Fixed Income, Prime Brokerage, Financial Modeling, Management, Investments, Hedge Funds
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Business
Georgetown University 1982 — 1986
BSBA, Finance
The Ursuline School 1978 — 1982
Anthony Whyms's Bankers Trust Experience January 1980 - July 1981
Job Resident Manager at Lido Estates Mobile Home Community
Industry Real Estate
Experience
Lido Estates Mobile Home Community February 2011 - Present
Moving4ward Marketing January 2005 - Present
ViSalus Sciences Body by Vi Challenge March 2012 - August 2013
2020 Companies 2010 - 2011
Enagic USA 2009 - 2009
CU Directauto May 2006 - October 2008
Ladera Plumbing Svc August 1991 - January 2005
Bank of America July 1981 - August 1991
Bankers Trust January 1980 - July 1981
Skills
Online Marketing, Social Networking, Forecasting, Contract Negotiation, Small Business, Investment Banking, Start-ups, Network Marketing, Web Marketing, Coaching, Budgets, Customer Service, Advertising, Home Based Business, Affiliate Marketing, Business Development, Strategic Planning, Marketing, PPC, Analysis, Social Media, Team Building, Leadership, Sales, Marketing Strategy, Public Speaking, Direct Sales, Online Advertising, Social Media Marketing, Direct Marketing, Management, Account Management, Email Marketing, Entrepreneurship, Leadership Development, New Business Development, Sales Management, Team Leadership, Time Management, Training, Fundraising, Retail, Public Relations, Marketing Communications, Negotiation, Event Planning, Lead Generation
Education
S.D. Leidesdorf Accounting School 1976 — 1977
Cert, Accounting
El Camino College
Lido Estates Mobile Home Community February 2011 - Present
Moving4ward Marketing January 2005 - Present
ViSalus Sciences Body by Vi Challenge March 2012 - August 2013
2020 Companies 2010 - 2011
Enagic USA 2009 - 2009
CU Directauto May 2006 - October 2008
Ladera Plumbing Svc August 1991 - January 2005
Bank of America July 1981 - August 1991
Bankers Trust January 1980 - July 1981
Skills
Online Marketing, Social Networking, Forecasting, Contract Negotiation, Small Business, Investment Banking, Start-ups, Network Marketing, Web Marketing, Coaching, Budgets, Customer Service, Advertising, Home Based Business, Affiliate Marketing, Business Development, Strategic Planning, Marketing, PPC, Analysis, Social Media, Team Building, Leadership, Sales, Marketing Strategy, Public Speaking, Direct Sales, Online Advertising, Social Media Marketing, Direct Marketing, Management, Account Management, Email Marketing, Entrepreneurship, Leadership Development, New Business Development, Sales Management, Team Leadership, Time Management, Training, Fundraising, Retail, Public Relations, Marketing Communications, Negotiation, Event Planning, Lead Generation
Education
S.D. Leidesdorf Accounting School 1976 — 1977
Cert, Accounting
El Camino College
Gary Marder's Bankers Trust Experience 1989 - 1994
Job Vice President at Wells Fargo Securities, LLC
Industry Investment Banking
Experience
Wells Fargo Securities, LLC April 1994 - Present
Bankers Trust 1989 - 1994
Skills
Securities, Fixed Income, Equities
Education
East Carolina University - College of Business 1983 — 1987
BSBA, Accounting / Finance
Wells Fargo Securities, LLC April 1994 - Present
Bankers Trust 1989 - 1994
Skills
Securities, Fixed Income, Equities
Education
East Carolina University - College of Business 1983 — 1987
BSBA, Accounting / Finance
Ray Logan's Bankers Trust Experience August 1992 - August 1999
Job Project Manager at Credit Suisse
Industry Financial Services
Experience
Credit Suisse - Investment Banking Division April 2009 - Present
SEI Investments September 2008 - April 2009
Moore Capital Management January 2007 - August 2008
BusinessEdge Solutions August 2006 - August 2008
Credit Suisse First Boston January 2006 - August 2006
Bloomberg August 1999 - November 2005
Bankers Trust August 1992 - August 1999
Skills
Software Development, Information Management, Business Analysis, Project Management, Program Management, Information Architecture, PL/SQL, PMO, Project Portfolio..., Financial Services, Business Process, Trading Systems, Vendor Management, Requirements Analysis, Software Project..., MS Project, Change Management, SDLC, Requirements Gathering
Education
Embry-Riddle Aeronautical University 1982 — 1987
BS, Computer Science w/ Aviation Applications
Credit Suisse - Investment Banking Division April 2009 - Present
SEI Investments September 2008 - April 2009
Moore Capital Management January 2007 - August 2008
BusinessEdge Solutions August 2006 - August 2008
Credit Suisse First Boston January 2006 - August 2006
Bloomberg August 1999 - November 2005
Bankers Trust August 1992 - August 1999
Skills
Software Development, Information Management, Business Analysis, Project Management, Program Management, Information Architecture, PL/SQL, PMO, Project Portfolio..., Financial Services, Business Process, Trading Systems, Vendor Management, Requirements Analysis, Software Project..., MS Project, Change Management, SDLC, Requirements Gathering
Education
Embry-Riddle Aeronautical University 1982 — 1987
BS, Computer Science w/ Aviation Applications
Christine Johnson, CFA's Bankers Trust Experience August 1994 - November 1999
Job Managing Director Head of Alternative Product Management at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein December 2013 - Present
Deutsche Asset and Weath Management January 2013 - November 2013
Deutsche Asset Management June 2008 - December 2012
Deutsche Asset Management June 2004 - May 2008
Deutsche Asset Management November 1999 - May 2004
Bankers Trust August 1994 - November 1999
Bankers Trust January 1993 - August 1994
Skills
Product Development, Asset Managment, Investment Management, Strategy, Fixed Income, Hedge Funds, Separately Managed..., Alternative Investments, Mutual Funds, Equities, Investments, Portfolio Management, ETFs, Fund Of Funds, Series 7
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, Dual: Finance and Information Systems
Pace University - Lubin School of Business 1990 — 1992
BA, Finance with a minor in Accounting
AllianceBernstein December 2013 - Present
Deutsche Asset and Weath Management January 2013 - November 2013
Deutsche Asset Management June 2008 - December 2012
Deutsche Asset Management June 2004 - May 2008
Deutsche Asset Management November 1999 - May 2004
Bankers Trust August 1994 - November 1999
Bankers Trust January 1993 - August 1994
Skills
Product Development, Asset Managment, Investment Management, Strategy, Fixed Income, Hedge Funds, Separately Managed..., Alternative Investments, Mutual Funds, Equities, Investments, Portfolio Management, ETFs, Fund Of Funds, Series 7
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, Dual: Finance and Information Systems
Pace University - Lubin School of Business 1990 — 1992
BA, Finance with a minor in Accounting
Jean-Marie Bergeal's Bankers Trust Experience 1992 - 1994
Job CEO at Balyo Inc.
Industry Logistics and Supply Chain
Experience
Balyo Inc. May 2013 - Present
Yotta Data Sciences October 2010 - Present
The Triana Group, Inc. September 2011 - December 2012
Banco Santander January 2006 - August 2008
Twenty-First Securities 2000 - 2005
Bank of Tokyo-Mitsubishi 1995 - 2000
Bankers Trust 1992 - 1994
IBM 1984 - 1992
Education
New York University - Leonard N. Stern School of Business 1985 — 1988
MBA, Finance
Yale University 1981 — 1982
Master of Science, Geophysics
Ecole nationale supérieure des Mines de Saint-Etienne 1978 — 1981
MS
Lycee Hoche
Balyo Inc. May 2013 - Present
Yotta Data Sciences October 2010 - Present
The Triana Group, Inc. September 2011 - December 2012
Banco Santander January 2006 - August 2008
Twenty-First Securities 2000 - 2005
Bank of Tokyo-Mitsubishi 1995 - 2000
Bankers Trust 1992 - 1994
IBM 1984 - 1992
Education
New York University - Leonard N. Stern School of Business 1985 — 1988
MBA, Finance
Yale University 1981 — 1982
Master of Science, Geophysics
Ecole nationale supérieure des Mines de Saint-Etienne 1978 — 1981
MS
Lycee Hoche
Kelly A. Thompson's Bankers Trust Experience 1979 - 1981
Job Owner, Thompson Wildhack, PLC
Industry Law Practice
Experience
Thompson Wildhack PLC, Attorneys at Law 2012 - Present
Special Needs Alliance 2004 - 2013
Kelly A. Thompson PLC 2001 - 2012
Eakes & Thompson, PLC 1995 - 2001
Riggs National Bank 1987 - 1995
Sovran Bank 1984 - 1987
First National 1982 - 1984
Bankers Trust 1979 - 1981
Skills
Elder Law, Litigation, Estate Tax Planning, Trusts, Wills, Estate Administration, Conservatorships, Powers of Attorney, Courts, Special Needs Trusts, Estate Planning, Guardianship, Commercial Litigation, Mediation, Trials, Legal Research, Legal Issues, Medicaid, Business Formation, Legal Assistance, Gift Tax, Appeals, Special Education, Family Law, LLC, Asset Protection, Estate Law, Personal Injury, Legal Writing, Trial Practice, Tax Law, Personal Injury..., Arbitration, Civil Litigation
Education
Fordham University School of Law 1976 — 1979
JD, Law
University of Virginia 1974 — 1976
BA, Government
Occidental College 1972 — 1974
Political Science
Thompson Wildhack PLC, Attorneys at Law 2012 - Present
Special Needs Alliance 2004 - 2013
Kelly A. Thompson PLC 2001 - 2012
Eakes & Thompson, PLC 1995 - 2001
Riggs National Bank 1987 - 1995
Sovran Bank 1984 - 1987
First National 1982 - 1984
Bankers Trust 1979 - 1981
Skills
Elder Law, Litigation, Estate Tax Planning, Trusts, Wills, Estate Administration, Conservatorships, Powers of Attorney, Courts, Special Needs Trusts, Estate Planning, Guardianship, Commercial Litigation, Mediation, Trials, Legal Research, Legal Issues, Medicaid, Business Formation, Legal Assistance, Gift Tax, Appeals, Special Education, Family Law, LLC, Asset Protection, Estate Law, Personal Injury, Legal Writing, Trial Practice, Tax Law, Personal Injury..., Arbitration, Civil Litigation
Education
Fordham University School of Law 1976 — 1979
JD, Law
University of Virginia 1974 — 1976
BA, Government
Occidental College 1972 — 1974
Political Science
Richard Settino's Bankers Trust Experience 1994 - 1999
Job Project Manager at RBS Inc.
Industry Facilities Services
Experience
ReEngineered Business Solutions Inc. September 2014 - Present
United States Army Reserve May 1990 - Present
GENCO 2008 - September 2014
Meridian Management May 2004 - October 2008
First Executive Inc. November 1999 - May 2004
Bankers Trust 1994 - 1999
Skills
Security Clearance, Commercial Helicopter..., Emergency Management, Army, Government, Military, Team Building, Microsoft Office, Customer Service, Public Speaking, Public Safety, Physical Security, Logistics, Logistics Management, Military Experience, Military Operations, Leadership, Command, Operational Planning
Education
National Defense University 2015 — 2015
National Security Course (RC - Seminar)
American Military University 2010 — 2012
Master of Arts (M.A.), Military History, 3.8 GPA
Excelsior College 1998 — 2000
Bachelor of Arts (B.A.), Aeronautics/Aviation/Aerospace Science and Technology, General
Westchester Community College 1988 — 1991
Associate's in Applied Science, Electrical and Electronics Technology
ReEngineered Business Solutions Inc. September 2014 - Present
United States Army Reserve May 1990 - Present
GENCO 2008 - September 2014
Meridian Management May 2004 - October 2008
First Executive Inc. November 1999 - May 2004
Bankers Trust 1994 - 1999
Skills
Security Clearance, Commercial Helicopter..., Emergency Management, Army, Government, Military, Team Building, Microsoft Office, Customer Service, Public Speaking, Public Safety, Physical Security, Logistics, Logistics Management, Military Experience, Military Operations, Leadership, Command, Operational Planning
Education
National Defense University 2015 — 2015
National Security Course (RC - Seminar)
American Military University 2010 — 2012
Master of Arts (M.A.), Military History, 3.8 GPA
Excelsior College 1998 — 2000
Bachelor of Arts (B.A.), Aeronautics/Aviation/Aerospace Science and Technology, General
Westchester Community College 1988 — 1991
Associate's in Applied Science, Electrical and Electronics Technology
Stephen Volastro's Bankers Trust Experience May 1994 - June 1997
Job Senior Director, Client Service at RGP
Industry Management Consulting
Experience
RGP August 2015 - Present
Resources Global Professionals February 2008 - August 2015
Bear Stearns April 2006 - February 2008
Bank of New York Mellon April 2004 - April 2006
UBS June 2003 - April 2004
Deutsche Bank November 1999 - June 2003
JP Morgan June 1997 - November 1999
Bankers Trust May 1994 - June 1997
Skills
Hedge Funds, Fixed Income, Capital Markets, Financial Services, Financial Analysis, Professional Services
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Finance
Pace University - Lubin School of Business 1990 — 1994
BBA, Business Management
St Joseph by the Sea HS
RGP August 2015 - Present
Resources Global Professionals February 2008 - August 2015
Bear Stearns April 2006 - February 2008
Bank of New York Mellon April 2004 - April 2006
UBS June 2003 - April 2004
Deutsche Bank November 1999 - June 2003
JP Morgan June 1997 - November 1999
Bankers Trust May 1994 - June 1997
Skills
Hedge Funds, Fixed Income, Capital Markets, Financial Services, Financial Analysis, Professional Services
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Finance
Pace University - Lubin School of Business 1990 — 1994
BBA, Business Management
St Joseph by the Sea HS
Mike Ugliarolo's Bankers Trust Experience 1970 - 2001
Job Chief cook and bottle washer at Alabolognese
Industry Food Production
Experience
Alabolognese September 2014 - Present
Monster Worldwide March 2009 - April 2013
Monster Worldwide 2009 - 2010
Bankers Trust 1970 - 2001
Bankers Trust Company (now Deutsche Bank) 1970 - 2001
Bankers Trust / Deutsche Bank 1970 - 2001
Skills
Vendor Management, Program Management, IT Strategy, Management Consulting, Business Analysis, Financial Services, Business Process..., Change Management, Strategic Planning, Executive Management, Process Improvement, Product Management, Risk Management, Business Strategy, Team Building, Training, Data Center, Business Continuity, Management, Strategy
Education
Fordham Gabelli School of Business 1973 — 1977
MBA, Professional Management
Nathaniel Hawthorne 1966 — 1969
ba, sociology
Alabolognese September 2014 - Present
Monster Worldwide March 2009 - April 2013
Monster Worldwide 2009 - 2010
Bankers Trust 1970 - 2001
Bankers Trust Company (now Deutsche Bank) 1970 - 2001
Bankers Trust / Deutsche Bank 1970 - 2001
Skills
Vendor Management, Program Management, IT Strategy, Management Consulting, Business Analysis, Financial Services, Business Process..., Change Management, Strategic Planning, Executive Management, Process Improvement, Product Management, Risk Management, Business Strategy, Team Building, Training, Data Center, Business Continuity, Management, Strategy
Education
Fordham Gabelli School of Business 1973 — 1977
MBA, Professional Management
Nathaniel Hawthorne 1966 — 1969
ba, sociology
Chris Clarke, MBA's Bankers Trust Experience 1988 - 1995
Job Senior Project Manager (Security Program, IT Projects) at The Guardian Life Insurance Company of America
Industry Information Technology and Services
Experience
The Guardian Life Insurance Company of America March 2012 - Present
Guardian Life Insurance Company of America 2010 - March 2012
Guardian Life Insurance November 2008 - March 2010
KPMG 2006 - 2008
Dun & Bradstreet 2002 - 2006
PSE&G 1996 - 2002
PSE&G 1996 - 1999
Trellis Network Services 1995 - 1996
Bankers Trust 1988 - 1995
Rediform Office Products 1985 - 1988
Skills
Security, Program Management, Project Portfolio..., Offshore Project..., Operations Management, Security Management, Identity Management, Management Consulting, Information Security..., Vendor Management, Public Speaking, Organizational..., Organizational..., Partner Relationship..., Cross-functional Team..., Outsourcing Management, IT Strategy, Enterprise Architecture, Governance, Partner Management, Project Management, Risk Management, SDLC, ITIL, Solution Architecture, IT Management, Business Continuity, SharePoint, Consulting, Outsourcing, Business Process, Data Center, Infrastructure, Enterprise Software, Firewalls, PMO, Disaster Recovery, Servers, Information Technology, PMP, Software Development, Computer Security, IT Service Management, Management, Cisco Technologies, Information Security, Networking
Education
University of Phoenix 2002 — 2004
MBA, Business
Computer Learning Center
Certificate, Mainframe Operations
Felician College
BA, Management
Norfolk State University
Computer Science
The Guardian Life Insurance Company of America March 2012 - Present
Guardian Life Insurance Company of America 2010 - March 2012
Guardian Life Insurance November 2008 - March 2010
KPMG 2006 - 2008
Dun & Bradstreet 2002 - 2006
PSE&G 1996 - 2002
PSE&G 1996 - 1999
Trellis Network Services 1995 - 1996
Bankers Trust 1988 - 1995
Rediform Office Products 1985 - 1988
Skills
Security, Program Management, Project Portfolio..., Offshore Project..., Operations Management, Security Management, Identity Management, Management Consulting, Information Security..., Vendor Management, Public Speaking, Organizational..., Organizational..., Partner Relationship..., Cross-functional Team..., Outsourcing Management, IT Strategy, Enterprise Architecture, Governance, Partner Management, Project Management, Risk Management, SDLC, ITIL, Solution Architecture, IT Management, Business Continuity, SharePoint, Consulting, Outsourcing, Business Process, Data Center, Infrastructure, Enterprise Software, Firewalls, PMO, Disaster Recovery, Servers, Information Technology, PMP, Software Development, Computer Security, IT Service Management, Management, Cisco Technologies, Information Security, Networking
Education
University of Phoenix 2002 — 2004
MBA, Business
Computer Learning Center
Certificate, Mainframe Operations
Felician College
BA, Management
Norfolk State University
Computer Science
Donna Macri's Bankers Trust Experience May 1990 - December 1995
Job Client Portfolio Operations Manager at Xerox
Industry Accounting
Experience
Xerox October 2012 - Present
Xerox 2010 - 2012
Affiliated Computer Services 2000 - 2010
Mellon Financial 1998 - 2000
Buck Consultants 1995 - 1998
Bankers Trust May 1990 - December 1995
Skills
Vendor Management, Project Management, Management, Process Improvement, Account Reconciliation, Service Delivery, Outsourcing, Resource Management, Team Building, Easily Adaptable
Education
Fairleigh Dickinson University 1986 — 1990
Bachelors, Accounting and Finance
Xerox October 2012 - Present
Xerox 2010 - 2012
Affiliated Computer Services 2000 - 2010
Mellon Financial 1998 - 2000
Buck Consultants 1995 - 1998
Bankers Trust May 1990 - December 1995
Skills
Vendor Management, Project Management, Management, Process Improvement, Account Reconciliation, Service Delivery, Outsourcing, Resource Management, Team Building, Easily Adaptable
Education
Fairleigh Dickinson University 1986 — 1990
Bachelors, Accounting and Finance
Jim Pratt's Bankers Trust Experience 1996 - 2000
Job Business Planning Manager at Charter Communications
Industry Financial Services
Experience
Charter Communications June 2014 - Present
Charter Communications June 2014 - Present
Sun Products Corporation June 2013 - June 2014
Pepsi September 2012 - June 2013
Pepsi August 2010 - September 2012
New Stream Capital June 2007 - August 2010
PepsiCo March 2005 - June 2007
Citigroup 2000 - 2005
Bankers Trust 1996 - 2000
Skills
Financial Modeling, Financial Analysis, Cash Flow Forecasting, Financial Reporting, Variance Analysis, Forecasting, Cash Management, Capital Budgeting, Process Improvement, Treasury, SAP, Budgeting, Financial Planning, Consumer Products, Business Planning, Reporting & Analysis, SG&A, Financial Audits, General Ledger, Microsoft Excel, PowerPoint
Education
Fordham University 1999 — 2002
Master of Business Administration (MBA), Finance
University of Delaware - Lerner College of Business and Economics 1990 — 1994
BS, Finance
Charter Communications June 2014 - Present
Charter Communications June 2014 - Present
Sun Products Corporation June 2013 - June 2014
Pepsi September 2012 - June 2013
Pepsi August 2010 - September 2012
New Stream Capital June 2007 - August 2010
PepsiCo March 2005 - June 2007
Citigroup 2000 - 2005
Bankers Trust 1996 - 2000
Skills
Financial Modeling, Financial Analysis, Cash Flow Forecasting, Financial Reporting, Variance Analysis, Forecasting, Cash Management, Capital Budgeting, Process Improvement, Treasury, SAP, Budgeting, Financial Planning, Consumer Products, Business Planning, Reporting & Analysis, SG&A, Financial Audits, General Ledger, Microsoft Excel, PowerPoint
Education
Fordham University 1999 — 2002
Master of Business Administration (MBA), Finance
University of Delaware - Lerner College of Business and Economics 1990 — 1994
BS, Finance
Michael Blankman's Bankers Trust Experience May 1985 - September 1989
Job Campaign Manager at DCM, Inc.
Industry Fund-Raising
Experience
DCM, Inc. January 2015 - Present
Total Glass Solutions April 2014 - September 2014
Blankman Group Consulting January 2009 - May 2014
Bank of New York Mellon November 1995 - January 2009
The Chase Manhattan Bank June 1989 - October 1995
Bankers Trust May 1985 - September 1989
Deutsche Bank (aka Bankers Trust) 1985 - 1989
Skills
Process Engineering, Customer Relations, Customer Service, Strategic Planning, Business Planning, Call Center Management, Relationship Management, Call Center, Business Process..., Strategy, Business Development, Leadership, Management, Start-ups, CRM, Outsourcing, Project Management, Negotiation, Budgets, Social Media, Financial Services, Executive Management, Account Management, Networking, Integrated Marketing, New Business Development, Business Analysis, Business Strategy, Finance, Vendor Management, Call Centers, Banking, Cross-functional Team..., E-commerce, Social Networking, Entrepreneurship, Management Consulting, Business Process..., Salesforce.com, Change Management, Securities, Small Business, Product Management, Investments, Team Building, Lead Generation, Analytics, Strategic Partnerships, Competitive Analysis, Risk Management
Education
Franklin & Marshall College 1974 — 1978
BA, Political Science
The Gunnery School 1972 — 1974
High School Diploma
DCM, Inc. January 2015 - Present
Total Glass Solutions April 2014 - September 2014
Blankman Group Consulting January 2009 - May 2014
Bank of New York Mellon November 1995 - January 2009
The Chase Manhattan Bank June 1989 - October 1995
Bankers Trust May 1985 - September 1989
Deutsche Bank (aka Bankers Trust) 1985 - 1989
Skills
Process Engineering, Customer Relations, Customer Service, Strategic Planning, Business Planning, Call Center Management, Relationship Management, Call Center, Business Process..., Strategy, Business Development, Leadership, Management, Start-ups, CRM, Outsourcing, Project Management, Negotiation, Budgets, Social Media, Financial Services, Executive Management, Account Management, Networking, Integrated Marketing, New Business Development, Business Analysis, Business Strategy, Finance, Vendor Management, Call Centers, Banking, Cross-functional Team..., E-commerce, Social Networking, Entrepreneurship, Management Consulting, Business Process..., Salesforce.com, Change Management, Securities, Small Business, Product Management, Investments, Team Building, Lead Generation, Analytics, Strategic Partnerships, Competitive Analysis, Risk Management
Education
Franklin & Marshall College 1974 — 1978
BA, Political Science
The Gunnery School 1972 — 1974
High School Diploma
James Kimbrough's Bankers Trust Experience 1997 - 2003
Job FNA at State Street Bank
Industry Financial Services
Experience
Kimbrough's Catering January 2010 - Present
State Street Bank February 2003 - Present
Bankers Trust 1997 - 2003
Selma City Schools 1993 - 1997
LCCC August 1989 - August 1993
Skills
Outlook, Customer Service, PowerPoint, Excel, Word, Purchasing, Microsoft Excel, Event Management, Microsoft Word, Fundraising, Strategic Planning, Negotiation, Program Management, Real Estate, Customer Oriented, Access, Training, Financial Management..., Team Building, Leadership, Determination to Succeed, Event Planning, Coaching, Analysis, Nonprofits, Public Speaking, Microsoft Office, Leadership Development, Management, Social Media, Process Improvement, Human Resources, Policy, Staff Development, Budgets, Sales, Public Relations, Recruiting, Change Management, Healthcare, Research, Forecasting, Marketing, Data Analysis
Education
The International Culinary Schools at the Art Institutes 2008 — 2010
AA, Culinary Arts
Fisk University 1984 — 1988
BA, 1988
Purdue University 1980 — 1983
wirt high school
wirt high school
wirt high school
Kimbrough's Catering January 2010 - Present
State Street Bank February 2003 - Present
Bankers Trust 1997 - 2003
Selma City Schools 1993 - 1997
LCCC August 1989 - August 1993
Skills
Outlook, Customer Service, PowerPoint, Excel, Word, Purchasing, Microsoft Excel, Event Management, Microsoft Word, Fundraising, Strategic Planning, Negotiation, Program Management, Real Estate, Customer Oriented, Access, Training, Financial Management..., Team Building, Leadership, Determination to Succeed, Event Planning, Coaching, Analysis, Nonprofits, Public Speaking, Microsoft Office, Leadership Development, Management, Social Media, Process Improvement, Human Resources, Policy, Staff Development, Budgets, Sales, Public Relations, Recruiting, Change Management, Healthcare, Research, Forecasting, Marketing, Data Analysis
Education
The International Culinary Schools at the Art Institutes 2008 — 2010
AA, Culinary Arts
Fisk University 1984 — 1988
BA, 1988
Purdue University 1980 — 1983
wirt high school
wirt high school
wirt high school
Virginia Pulverenti's Bankers Trust Experience 1989 - 1994
Job Experienced banker. Capital markets, portfolio management, business development, credit/ risk management skills.
Industry Banking
Experience
IDB Bank 2008 - 2009
PNC Capital Markets LLC 2005 - 2008
Wachovia Capital Finance - a subsidiary of Wachovia Bank 2001 - 2005
Wachovia Capital Finance - a subsidiary of Wachovia Bank 1994 - 2000
Bankers Trust 1989 - 1994
Education
Fordham University
B.S. Business Administration
IDB Bank 2008 - 2009
PNC Capital Markets LLC 2005 - 2008
Wachovia Capital Finance - a subsidiary of Wachovia Bank 2001 - 2005
Wachovia Capital Finance - a subsidiary of Wachovia Bank 1994 - 2000
Bankers Trust 1989 - 1994
Education
Fordham University
B.S. Business Administration
Tim McKeon's Bankers Trust Experience 1995 - 1996
Job Vice President & Treasurer at Halliburton
Industry Oil & Energy
Experience
Halliburton 2014 - Present
Halliburton 2011 - 2013
Halliburton 2011 - 2011
Halliburton 2009 - 2011
Halliburton 2006 - 2009
Colonial Pipeline Company 2000 - 2006
Ingram Entertainment 1996 - 1999
Bankers Trust 1995 - 1996
Skills
Financial Modeling, Financial Analysis, Cash Management, Financial Reporting, Risk Management
Education
Emory University - Goizueta Business School 1999 — 2000
MBA, Finance
University of Tennessee-Knoxville 1990 — 1994
B.S., Finance
Halliburton 2014 - Present
Halliburton 2011 - 2013
Halliburton 2011 - 2011
Halliburton 2009 - 2011
Halliburton 2006 - 2009
Colonial Pipeline Company 2000 - 2006
Ingram Entertainment 1996 - 1999
Bankers Trust 1995 - 1996
Skills
Financial Modeling, Financial Analysis, Cash Management, Financial Reporting, Risk Management
Education
Emory University - Goizueta Business School 1999 — 2000
MBA, Finance
University of Tennessee-Knoxville 1990 — 1994
B.S., Finance
Omar Aguilar's Bankers Trust Experience August 1996 - June 1999
Job Chief Investment Officer (CIO) at Charles Schwab Investment Management
Industry Investment Management
Experience
Charles Schwab Investment Management May 2011 - Present
Financial Engines May 2009 - May 2011
ING June 2004 - February 2009
Lehman Brothers February 2002 - May 2004
Merrill Lynch Investment Managers September 1999 - February 2002
Bankers Trust August 1996 - June 1999
Skills
Portfolio Optimization, Asset Allocation, Portfolio Management, Quantitative Research, Bayesian statistics
Education
Duke University 1994 — 1998
PhD, Statistics and Decision Sciences
Duke University 1994 — 1996
MS, Statistics and Decision Sciences
Instituto Tecnológico Autónomo de México 1988 — 1992
BS, Actuarial Sciences
Charles Schwab Investment Management May 2011 - Present
Financial Engines May 2009 - May 2011
ING June 2004 - February 2009
Lehman Brothers February 2002 - May 2004
Merrill Lynch Investment Managers September 1999 - February 2002
Bankers Trust August 1996 - June 1999
Skills
Portfolio Optimization, Asset Allocation, Portfolio Management, Quantitative Research, Bayesian statistics
Education
Duke University 1994 — 1998
PhD, Statistics and Decision Sciences
Duke University 1994 — 1996
MS, Statistics and Decision Sciences
Instituto Tecnológico Autónomo de México 1988 — 1992
BS, Actuarial Sciences
Chris Foy's Bankers Trust Experience April 1998 - October 1999
Job Global Head of Operations at Equinoxe Alternative Investment Services
Industry Financial Services
Experience
Equinoxe Alternative Investment Services November 2010 - Present
Equinoxe Alternative Investment Services June 2008 - November 2010
JPMorgan Hedge Fund Services February 2002 - May 2008
Tranaut Fund Administration (now JPMorgan Hedge Fund Services) February 2002 - October 2004
BISYS November 1999 - October 2001
Deutsche Bank January 1999 - October 1999
Bankers Trust April 1998 - October 1999
Bankers Trust 1995 - April 1998
Skills
Alternative Investments, Fund Accounting, Hedge Funds, Fund Administration, Fund Of Funds, Valuation, Financial Reporting, Accounting, Private Equity
Education
Fordham University 1991 — 1995
BS, Public Accounting with Specialisation in International Business
Holy Trinity High School 1987 — 1991
Equinoxe Alternative Investment Services November 2010 - Present
Equinoxe Alternative Investment Services June 2008 - November 2010
JPMorgan Hedge Fund Services February 2002 - May 2008
Tranaut Fund Administration (now JPMorgan Hedge Fund Services) February 2002 - October 2004
BISYS November 1999 - October 2001
Deutsche Bank January 1999 - October 1999
Bankers Trust April 1998 - October 1999
Bankers Trust 1995 - April 1998
Skills
Alternative Investments, Fund Accounting, Hedge Funds, Fund Administration, Fund Of Funds, Valuation, Financial Reporting, Accounting, Private Equity
Education
Fordham University 1991 — 1995
BS, Public Accounting with Specialisation in International Business
Holy Trinity High School 1987 — 1991
Thomas Lantier's Bankers Trust Experience 1992 - September 1999
Job Consultant at Resources Global Professionals
Industry Financial Services
Experience
Resources Global Professionals July 2000 - Present
Bankers Trust 1992 - September 1999
Skills
Accounting, SOX, Product Control, MBS, Financial Reporting, Reconciliation
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Management
Rowan University 1985 — 1987
B.S., Accounting
Resources Global Professionals July 2000 - Present
Bankers Trust 1992 - September 1999
Skills
Accounting, SOX, Product Control, MBS, Financial Reporting, Reconciliation
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Management
Rowan University 1985 — 1987
B.S., Accounting
Gail Weiss's Bankers Trust Experience November 1985 - October 1988
Job
Industry Financial Services
Experience
DTCC May 2011 - January 2015
SunGard January 2008 - May 2011
TD Ameritrade December 2006 - July 2007
Gail Weiss & Associates, Inc. May 1998 - December 2006
Charles Schwab January 1997 - December 1997
Buck Consultants (formerly W F Corroon) June 1996 - December 1996
Bank of America (formerly NationsBank and Security Trust Company, N.A.) October 1991 - May 1996
Bank of America (formerly NationsBank and Security Trust Company, N.A.) June 1990 - March 1991
Manufacturers Hanover Trust November 1988 - May 1990
Bankers Trust November 1985 - October 1988
Skills
Securities, Series 7, Compliance, Mutual Funds, Mergers, Series 24, Financial Services, Strategy, Mergers & Acquisitions, Banking, Strategic Planning, Due Diligence, Risk Management, Outsourcing, Asset Management, Investments, Employee Benefits, Equities, Leadership, Fixed Income
Education
London Metropolitan University 2008 — 2010
MSc
New York University 1987 — 1987
Certificate in Compensation and Employee Benefits Management
University of Oxford 1984 — 1984
Post-Graduate Summer Programme
Georgetown University 1980 — 1984
BA
DTCC May 2011 - January 2015
SunGard January 2008 - May 2011
TD Ameritrade December 2006 - July 2007
Gail Weiss & Associates, Inc. May 1998 - December 2006
Charles Schwab January 1997 - December 1997
Buck Consultants (formerly W F Corroon) June 1996 - December 1996
Bank of America (formerly NationsBank and Security Trust Company, N.A.) October 1991 - May 1996
Bank of America (formerly NationsBank and Security Trust Company, N.A.) June 1990 - March 1991
Manufacturers Hanover Trust November 1988 - May 1990
Bankers Trust November 1985 - October 1988
Skills
Securities, Series 7, Compliance, Mutual Funds, Mergers, Series 24, Financial Services, Strategy, Mergers & Acquisitions, Banking, Strategic Planning, Due Diligence, Risk Management, Outsourcing, Asset Management, Investments, Employee Benefits, Equities, Leadership, Fixed Income
Education
London Metropolitan University 2008 — 2010
MSc
New York University 1987 — 1987
Certificate in Compensation and Employee Benefits Management
University of Oxford 1984 — 1984
Post-Graduate Summer Programme
Georgetown University 1980 — 1984
BA
Roger Knudsen's Bankers Trust Experience 1989 - 1992
Job COO U.S. with Magellan Asset Management Limited
Industry Investment Management
Experience
Magellan Asset Management Limited August 2015 - Present
Saguenay Strathmore Capital January 2013 - June 2015
Saguenay Strathmore Capital, LLC September 2011 - December 2012
Saguenay Capital, LLC 2005 - September 2011
Canadian Imperial Bank of Commerce 2000 - 2005
Merrill Lynch 1994 - 2000
Greenwich Capital Markets 1992 - 1994
Bankers Trust 1989 - 1992
Salomon Brothers 1988 - 1989
Citicorp 1986 - 1988
Skills
Fund Of Funds, Investment Advisory, Alternative Investments, Financial Analysis, Due Diligence, Investment Banking, Investment Strategies, Strategic Financial..., Portfolio Management, Mutual Funds, Corporate Finance, Fund Administration, Hedge Funds, High Net Worth..., Financial Audits, Mergers & Acquisitions, Banking, Financial Services, Capital Markets, Emerging Markets, Risk Management, Investments, Asset Management, Trading, Strategy, Financial Markets, Private Equity, Economics, Managerial Finance, Securities, Asset Allocation, Fixed Income, Valuation, Derivatives, Equities, Investor Relations, Structured Products, Investment Management, Bloomberg, Bonds, Financial Modeling, Fund Accounting, Management, Finance, Accounting
Education
Fordham Gabelli School of Business 1994 — 1998
MBA, Finance/Management Systems
Magellan Asset Management Limited August 2015 - Present
Saguenay Strathmore Capital January 2013 - June 2015
Saguenay Strathmore Capital, LLC September 2011 - December 2012
Saguenay Capital, LLC 2005 - September 2011
Canadian Imperial Bank of Commerce 2000 - 2005
Merrill Lynch 1994 - 2000
Greenwich Capital Markets 1992 - 1994
Bankers Trust 1989 - 1992
Salomon Brothers 1988 - 1989
Citicorp 1986 - 1988
Skills
Fund Of Funds, Investment Advisory, Alternative Investments, Financial Analysis, Due Diligence, Investment Banking, Investment Strategies, Strategic Financial..., Portfolio Management, Mutual Funds, Corporate Finance, Fund Administration, Hedge Funds, High Net Worth..., Financial Audits, Mergers & Acquisitions, Banking, Financial Services, Capital Markets, Emerging Markets, Risk Management, Investments, Asset Management, Trading, Strategy, Financial Markets, Private Equity, Economics, Managerial Finance, Securities, Asset Allocation, Fixed Income, Valuation, Derivatives, Equities, Investor Relations, Structured Products, Investment Management, Bloomberg, Bonds, Financial Modeling, Fund Accounting, Management, Finance, Accounting
Education
Fordham Gabelli School of Business 1994 — 1998
MBA, Finance/Management Systems
Joseph Murtagh's Bankers Trust Experience 1998 - 1998
Job Sr. Account Admin. at Bank of New York Mellon
Industry Banking
Experience
Bank of New York Mellon Financial AdvisorMerrill Lynch2005 - 2007
Morgan Stanley Dean Witter 1984 - 2003
Bankers Trust 1998 - 1998
Bankers Trust 1998 - 1998
Skills
Bonds, Asset Management, Hedge Funds, Bloomberg, Trading, Equities, Securities, Investments, Mutual Funds, Derivatives, Capital Markets, Fixed Income, Series 7, Financial Services, Series 63, Trading Systems, Financial Markets, Portfolio Management, Risk Management, Alternative Investments, Investment Banking, Wealth Management
Education
East Carolina University 1977 — 1981
BS
Bank of New York Mellon Financial AdvisorMerrill Lynch2005 - 2007
Morgan Stanley Dean Witter 1984 - 2003
Bankers Trust 1998 - 1998
Bankers Trust 1998 - 1998
Skills
Bonds, Asset Management, Hedge Funds, Bloomberg, Trading, Equities, Securities, Investments, Mutual Funds, Derivatives, Capital Markets, Fixed Income, Series 7, Financial Services, Series 63, Trading Systems, Financial Markets, Portfolio Management, Risk Management, Alternative Investments, Investment Banking, Wealth Management
Education
East Carolina University 1977 — 1981
BS
Kimberly (Sannito) McManus's Bankers Trust Experience September 1989 - July 1991
Job President and Owner of Alternative Regulatory Solutions, LLC
Industry Capital Markets
Experience
Alternative Regulatory Solutions July 2009 - Present
Alternative Regulatory Solutions, LLC July 2009 - Present
Wachovia Capital Markets July 1991 - July 2009
Bankers Trust September 1989 - July 1991
Skills
Fixed Income, FINRA, Capital Markets, Securities, Series 7, Equities, Hedge Funds, Mutual Funds, Series 63, Alternative Investments, Investment Advisory, Series 24, AML, Investments, Risk Management, Asset Management, Financial Risk, Bonds, Structured Products, Banking, Financial Services, Auditing, Derivatives, Financial Markets, Structured Finance, Private Equity
Education
Georgetown University 1983 — 1987
Bachelor of Science (B.S.), Finance, General
Alternative Regulatory Solutions July 2009 - Present
Alternative Regulatory Solutions, LLC July 2009 - Present
Wachovia Capital Markets July 1991 - July 2009
Bankers Trust September 1989 - July 1991
Skills
Fixed Income, FINRA, Capital Markets, Securities, Series 7, Equities, Hedge Funds, Mutual Funds, Series 63, Alternative Investments, Investment Advisory, Series 24, AML, Investments, Risk Management, Asset Management, Financial Risk, Bonds, Structured Products, Banking, Financial Services, Auditing, Derivatives, Financial Markets, Structured Finance, Private Equity
Education
Georgetown University 1983 — 1987
Bachelor of Science (B.S.), Finance, General
Georges Courtadon's Bankers Trust Experience 1992 - 1994
Job Risk Management and Derivatives Professional
Industry Financial Services
Experience
New York University 2005 - Present
Federal Reserve Bank of New York 2010 - 2012
Duff Capital Advisors 2008 - 2009
Athilon Structured Investment Advisors 2006 - 2008
WestLB, NY 2004 - 2006
Devonshire Warwick Partners 2003 - 2004
CDC IXIS, NY 2001 - 2003
Morgan Stanley 1998 - 2001
CIBC 1994 - 1998
Bankers Trust 1992 - 1994
Skills
Derivatives, Fixed Income, Market Risk, Equity Derivatives, Equities, Quantitative Finance, FX Options, Financial Risk, Banking, Risk Management, Capital Markets, Finance, Financial Markets, Investment Banking, Valuation, Hedge Funds, Structured Finance, Options, Structured Products, Financial Modeling, Credit, Trading, Emerging Markets
Education
ESSEC Business School 1972 — 1975
Essec, Finance
Northwestern University
Ph.D., Finance
New York University 2005 - Present
Federal Reserve Bank of New York 2010 - 2012
Duff Capital Advisors 2008 - 2009
Athilon Structured Investment Advisors 2006 - 2008
WestLB, NY 2004 - 2006
Devonshire Warwick Partners 2003 - 2004
CDC IXIS, NY 2001 - 2003
Morgan Stanley 1998 - 2001
CIBC 1994 - 1998
Bankers Trust 1992 - 1994
Skills
Derivatives, Fixed Income, Market Risk, Equity Derivatives, Equities, Quantitative Finance, FX Options, Financial Risk, Banking, Risk Management, Capital Markets, Finance, Financial Markets, Investment Banking, Valuation, Hedge Funds, Structured Finance, Options, Structured Products, Financial Modeling, Credit, Trading, Emerging Markets
Education
ESSEC Business School 1972 — 1975
Essec, Finance
Northwestern University
Ph.D., Finance
Joann Sjosward's Bankers Trust Experience 1996 - 1998
Job Financial Services Representative at Creative Financial Group of NJ
Industry Financial Services
Experience
Creative Financial Group of NJ 2008 - Present
Bradley Beach Elementary School 2003 - 2005
Morgan Stanley Investment Management 2000 - 2003
Morgan Stanley Investment Management 1998 - 2000
Bankers Trust 1996 - 1998
Education
Fordham Gabelli School of Business 1998 — 2000
MBA, Finance
Marist College 1992 — 1996
BA, Mathematics
Creative Financial Group of NJ 2008 - Present
Bradley Beach Elementary School 2003 - 2005
Morgan Stanley Investment Management 2000 - 2003
Morgan Stanley Investment Management 1998 - 2000
Bankers Trust 1996 - 1998
Education
Fordham Gabelli School of Business 1998 — 2000
MBA, Finance
Marist College 1992 — 1996
BA, Mathematics
Cecilia Lin's Bankers Trust Experience 1998 - 1999
Job PMP Certified Information Technology and Business Professional with extensive financial service industry experience
Industry Financial Services
Experience
FIS Global February 2014 - Present
JPMorgan Chase February 2011 - February 2014
Independent 2009 - 2010
UBS 2006 - 2009
B-TRADE SERVICES 2000 - 2005
CREDIT SUISSE FIRST BOSTON 1999 - 2000
BANKERS TRUST 1998 - 1999
Skills
PMO, Business Analysis, Program Management, Project Management, Management, Consulting, SDLC, Vendor Management, Risk Management, Project Portfolio..., Portfolio Management, IT Strategy, Financial Services, Project Delivery, PMP, Governance, Business Transformation, Business Process..., Stakeholder Management, Software Project..., Outsourcing
Education
Fairleigh Dickinson University
Masters
Long Island University
MBA
FIS Global February 2014 - Present
JPMorgan Chase February 2011 - February 2014
Independent 2009 - 2010
UBS 2006 - 2009
B-TRADE SERVICES 2000 - 2005
CREDIT SUISSE FIRST BOSTON 1999 - 2000
BANKERS TRUST 1998 - 1999
Skills
PMO, Business Analysis, Program Management, Project Management, Management, Consulting, SDLC, Vendor Management, Risk Management, Project Portfolio..., Portfolio Management, IT Strategy, Financial Services, Project Delivery, PMP, Governance, Business Transformation, Business Process..., Stakeholder Management, Software Project..., Outsourcing
Education
Fairleigh Dickinson University
Masters
Long Island University
MBA
Barbara Simone's Bankers Trust Experience June 1982 - January 1984
Job Field Examiner at National Labor Relations Board
Industry Government Administration
Experience
National Labor Relations Board September 2010 - Present
United States Postal Service July 1988 - Present
PPG Industries February 1985 - July 1985
Bankers Trust June 1982 - January 1984
Skills
Higher Education, Research, Human Resources, Analysis, Organizational...
Education
Duquesne University 2007 — 2009
MS, Leadership and Business Ethics
University of North Carolina at Charlotte - Belk College of Business 1978 — 1982
BA, Business Administration/Finance
National Labor Relations Board September 2010 - Present
United States Postal Service July 1988 - Present
PPG Industries February 1985 - July 1985
Bankers Trust June 1982 - January 1984
Skills
Higher Education, Research, Human Resources, Analysis, Organizational...
Education
Duquesne University 2007 — 2009
MS, Leadership and Business Ethics
University of North Carolina at Charlotte - Belk College of Business 1978 — 1982
BA, Business Administration/Finance
Daniel Nussbaum's Bankers Trust Experience 1987 - 1995
Job Managing Director Muni Capital Mkts at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2010 - Present
Nussbaum Associates, LLC 2000 - 2009
CreditRe/CentRe Mortgage Capital 1995 - 1999
Bankers Trust 1987 - 1995
Skills
Capital Markets, Fixed Income, Investments, Equities, Hedge Funds, Portfolio Management, Private Equity, Real Estate Economics, Strategic Planning, Negotiation, Marketing Strategy, Series 7, Public Speaking, Alternative Investments, Social Media, Social Media Marketing, Investment Banking, Series 63, Series 24, Wealth Management
Education
University of Pennsylvania - The Wharton School 1986 — 1987
MBA, Finance
Duke University 1974 — 1978
AB, Management
Loomis-Chaffe School 1970 — 1974
Bank of America Merrill Lynch 2010 - Present
Nussbaum Associates, LLC 2000 - 2009
CreditRe/CentRe Mortgage Capital 1995 - 1999
Bankers Trust 1987 - 1995
Skills
Capital Markets, Fixed Income, Investments, Equities, Hedge Funds, Portfolio Management, Private Equity, Real Estate Economics, Strategic Planning, Negotiation, Marketing Strategy, Series 7, Public Speaking, Alternative Investments, Social Media, Social Media Marketing, Investment Banking, Series 63, Series 24, Wealth Management
Education
University of Pennsylvania - The Wharton School 1986 — 1987
MBA, Finance
Duke University 1974 — 1978
AB, Management
Loomis-Chaffe School 1970 — 1974
Richard Saitta's Bankers Trust Experience January 1978 - January 1982
Job Accounting Professional
Industry Accounting
Experience
UBS Financial Services January 2007 - April 2009
UBS January 2000 - January 2007
BankMark January 1999 - January 2000
Broad National Bank January 1989 - January 1999
UJB-Commercial Trust January 1987 - January 1989
UJB January 1982 - January 1987
Bankers Trust January 1978 - January 1982
Chase Manhattan Bank January 1973 - January 1978
Education
Fairleigh Dickinson University
BS, accounting
Fairleigh Dickinson University
MBA, finance
UBS Financial Services January 2007 - April 2009
UBS January 2000 - January 2007
BankMark January 1999 - January 2000
Broad National Bank January 1989 - January 1999
UJB-Commercial Trust January 1987 - January 1989
UJB January 1982 - January 1987
Bankers Trust January 1978 - January 1982
Chase Manhattan Bank January 1973 - January 1978
Education
Fairleigh Dickinson University
BS, accounting
Fairleigh Dickinson University
MBA, finance
Anant Joshi's Bankers Trust Experience March 1994 - August 1995
Job Vice President/Architecture Manager at Rabobank
Industry Information Technology and Services
Experience
Rabobank March 2004 - Present
Rabobank May 1999 - February 2004
Paragon Computer Professionals January 1999 - April 1999
Prudential Insurance September 1995 - December 1998
Bankers Trust March 1994 - August 1995
Bankers Trust January 1993 - February 1994
Thermax Systems and Software October 1991 - November 1992
Digital Equipment Corporation September 1990 - September 1991
CMC Ltd May 1988 - September 1990
Data Systems Services 1987 - 1989
Skills
Unix, PRINCE2, Sybase, Back Office, Commercial Banking, .NET, Enterprise Content..., Java, Project Management, Application Architecture, EAI, Windows Server, Middleware, Data Warehousing, Process Improvement, Business Process...
Education
University of Pune 1985 — 1988
MCA, Computer Application, Software
Fergusson College 1979 — 1985
Bachelor of Science (B.Sc.), Physics
MES Boys High School (Perugate Bhave High School) 1973 — 1979
Rabobank March 2004 - Present
Rabobank May 1999 - February 2004
Paragon Computer Professionals January 1999 - April 1999
Prudential Insurance September 1995 - December 1998
Bankers Trust March 1994 - August 1995
Bankers Trust January 1993 - February 1994
Thermax Systems and Software October 1991 - November 1992
Digital Equipment Corporation September 1990 - September 1991
CMC Ltd May 1988 - September 1990
Data Systems Services 1987 - 1989
Skills
Unix, PRINCE2, Sybase, Back Office, Commercial Banking, .NET, Enterprise Content..., Java, Project Management, Application Architecture, EAI, Windows Server, Middleware, Data Warehousing, Process Improvement, Business Process...
Education
University of Pune 1985 — 1988
MCA, Computer Application, Software
Fergusson College 1979 — 1985
Bachelor of Science (B.Sc.), Physics
MES Boys High School (Perugate Bhave High School) 1973 — 1979
Jason Sierakowski's Bankers Trust Experience January 1996 - June 2001
Job Assistant Vice President at Alliance Bernstein
Industry Financial Services
Experience
Alliance Bernstein AuditorContinental Promotion GroupMarch 2002 - June 2003
Bankers Trust January 1996 - June 2001
Deutsche Bank 1996 - 2001
Education
Drexel University 1991 — 1996
BS, Finance, Economics
Alliance Bernstein AuditorContinental Promotion GroupMarch 2002 - June 2003
Bankers Trust January 1996 - June 2001
Deutsche Bank 1996 - 2001
Education
Drexel University 1991 — 1996
BS, Finance, Economics
Debra Ives's Bankers Trust Experience January 1986 - April 1990
Job Business Director at The Walking Classroom
Industry Nonprofit Organization Management
Experience
The Walking Classroom June 2012 - Present
The Emily Krzyzewski Center November 2010 - August 2012
Quiz Night September 2007 - May 2008
First Union -- Capital Markets May 1997 - January 1999
SouthTrust May 1996 - April 1997
Christiania Bank May 1990 - September 1995
Bankers Trust January 1986 - April 1990
Skills
Nonprofits, Fundraising, Public Speaking, Management, Negotiation, Grant Writing, Non-profits, Volunteer Management, Program Development, Microsoft Excel, Loans, Philanthropy, Staff Development, International..., Coaching, Strategic Planning, Curriculum Development
Education
The George Washington University 1981 — 1983
Master of Business Administration (MBA), Finance
Penn State University 1975 — 1979
Bachelor's degree, Mineral Economics
Duke University
Certificate, Non-Profit/Public/Organizational Management
The Walking Classroom June 2012 - Present
The Emily Krzyzewski Center November 2010 - August 2012
Quiz Night September 2007 - May 2008
First Union -- Capital Markets May 1997 - January 1999
SouthTrust May 1996 - April 1997
Christiania Bank May 1990 - September 1995
Bankers Trust January 1986 - April 1990
Skills
Nonprofits, Fundraising, Public Speaking, Management, Negotiation, Grant Writing, Non-profits, Volunteer Management, Program Development, Microsoft Excel, Loans, Philanthropy, Staff Development, International..., Coaching, Strategic Planning, Curriculum Development
Education
The George Washington University 1981 — 1983
Master of Business Administration (MBA), Finance
Penn State University 1975 — 1979
Bachelor's degree, Mineral Economics
Duke University
Certificate, Non-Profit/Public/Organizational Management
Ken Luberto's Bankers Trust Experience 1985 - 1999
Job Senior Security Consultant at Verizon Business
Industry Telecommunications
Experience
Verizon Business 2002 - Present
DTCC 1999 - 2002
Bankers Trust 1985 - 1999
Skills
IT Audit, CISSP, Disaster Recovery, HIPAA, HiTrust, Risk Management, Risk Assessment, CHPSE, Certified CSF..., HITRUST, PCI DSS, Information Technology
Education
Fairleigh Dickinson University
BSEET
St. John's University
MBA, Finance
Verizon Business 2002 - Present
DTCC 1999 - 2002
Bankers Trust 1985 - 1999
Skills
IT Audit, CISSP, Disaster Recovery, HIPAA, HiTrust, Risk Management, Risk Assessment, CHPSE, Certified CSF..., HITRUST, PCI DSS, Information Technology
Education
Fairleigh Dickinson University
BSEET
St. John's University
MBA, Finance
Maureen Lavelle-Bittman's Bankers Trust Experience 1987 - 1993
Job Agent at State Farm Insurance
Industry Insurance
Experience
State Farm Insurance February 1995 - Present
Bankers Trust 1987 - 1993
Skills
Retirement, Insurance, Financial Services, Life Insurance, Sales
Education
Fairfield University
BS, Accounting
Fordham Gabelli School of Business
State Farm Insurance February 1995 - Present
Bankers Trust 1987 - 1993
Skills
Retirement, Insurance, Financial Services, Life Insurance, Sales
Education
Fairfield University
BS, Accounting
Fordham Gabelli School of Business
Bob Farrell's Bankers Trust Experience September 1989 - May 1998
Job Treasurer / Liquidity Manager / Fixed Income Trading
Industry Capital Markets
Experience
Blanton Research LLC August 2015 - Present
TPFS 2014 - 2015
CRT Capital Group June 2013 - July 2014
FNY Capital Mgmt February 2011 - June 2013
Countrywide Capital Markets May 2007 - July 2008
AFG Advisors January 2005 - May 2007
Soros Fund Management September 1998 - March 2004
Bankers Trust September 1989 - May 1998
Education
Fairfield University 1981 — 1985
Bachelor’s Degree, Finance and Financial Management Services
Blanton Research LLC August 2015 - Present
TPFS 2014 - 2015
CRT Capital Group June 2013 - July 2014
FNY Capital Mgmt February 2011 - June 2013
Countrywide Capital Markets May 2007 - July 2008
AFG Advisors January 2005 - May 2007
Soros Fund Management September 1998 - March 2004
Bankers Trust September 1989 - May 1998
Education
Fairfield University 1981 — 1985
Bachelor’s Degree, Finance and Financial Management Services
Kevin Rhodehouse's Bankers Trust Experience 1986 - 2004
Job Compliance Officer at Credit Suisse
Industry Banking
Experience
Credit Suisse Compliance OfficerBankers Trust1986 - 2004
Bankers Trust 1986 - 2004
Skills
Asset Management, AML, Capital Markets, Hedge Funds, Derivatives, Securities, Investments, Fixed Income, Investment Banking, Alternative Investments, Financial Risk, Operational Risk, Equities, Banking, Private Equity, Due Diligence, Portfolio Management, Mutual Funds, Series 7, Risk Management, KYC, Private Banking, FINRA, Financial Markets, Bloomberg, Structured Products, Financial Services, Structured Finance, Options, FX Options, Swaps, Middle Office, Equity Derivatives
Education
Hofstra University 1983 — 1985
Bachelor of Business Administration, Banking and Finance
Farmingdale State University of New York 1981 — 1983
Associate in Science, Business Administration
Credit Suisse Compliance OfficerBankers Trust1986 - 2004
Bankers Trust 1986 - 2004
Skills
Asset Management, AML, Capital Markets, Hedge Funds, Derivatives, Securities, Investments, Fixed Income, Investment Banking, Alternative Investments, Financial Risk, Operational Risk, Equities, Banking, Private Equity, Due Diligence, Portfolio Management, Mutual Funds, Series 7, Risk Management, KYC, Private Banking, FINRA, Financial Markets, Bloomberg, Structured Products, Financial Services, Structured Finance, Options, FX Options, Swaps, Middle Office, Equity Derivatives
Education
Hofstra University 1983 — 1985
Bachelor of Business Administration, Banking and Finance
Farmingdale State University of New York 1981 — 1983
Associate in Science, Business Administration
Keith A. Graham's Bankers Trust Experience May 1982 - May 1987
Job Vice President at Advent Capital Management
Industry Investment Management
Experience
Advent Capital Management January 2013 - April 2015
Lombardia Capital Partners June 2010 - December 2012
Lynmar Capital Group June 2000 - February 2010
GM Pankey 1999 - 2000
New Amsterdam Partners May 1987 - May 1999
Bankers Trust May 1982 - May 1987
Skills
Investment Management, Investments, Financial Services, Strategic Planning, Asset Managment, Securities, Portfolio Management, Building Relationships, Asset Management, Equities, Alternative Investments, Financial Modeling, Fixed Income, Leadership, Asset Allocation, Hedge Funds, Equity Trading, Bloomberg, Mutual Funds
Education
Eastern University 1998 — 2000
BA, Organizational Management
Advent Capital Management January 2013 - April 2015
Lombardia Capital Partners June 2010 - December 2012
Lynmar Capital Group June 2000 - February 2010
GM Pankey 1999 - 2000
New Amsterdam Partners May 1987 - May 1999
Bankers Trust May 1982 - May 1987
Skills
Investment Management, Investments, Financial Services, Strategic Planning, Asset Managment, Securities, Portfolio Management, Building Relationships, Asset Management, Equities, Alternative Investments, Financial Modeling, Fixed Income, Leadership, Asset Allocation, Hedge Funds, Equity Trading, Bloomberg, Mutual Funds
Education
Eastern University 1998 — 2000
BA, Organizational Management
Julie Langenauer's Bankers Trust Experience 1987 - 1999
Job Relocation Associate at Cornerstone Relocation Group
Industry Human Resources
Experience
Cornerstone Relocation Group 2012 - Present
Long HIll Township Library 2012 - Present
Long Hill Senior Center 2007 - 2012
Mellon Investor Services 1999 - 2001
Bankers Trust 1987 - 1999
Education
Fordham University 1980 — 1984
Bachelor of Science, Business Adminstration
Cornerstone Relocation Group 2012 - Present
Long HIll Township Library 2012 - Present
Long Hill Senior Center 2007 - 2012
Mellon Investor Services 1999 - 2001
Bankers Trust 1987 - 1999
Education
Fordham University 1980 — 1984
Bachelor of Science, Business Adminstration
John Kinsella, CFA's Bankers Trust Experience April 1996 - July 1997
Job Trader
Industry Investment Management
Experience
Self-employed December 2011 - Present
BNP Paribas April 2004 - November 2011
ABN AMRO Bank N.V. March 1997 - March 2004
Bankers Trust April 1996 - July 1997
PaineWebber May 1986 - March 1996
Skills
Microsoft Excel, Series 7, Series 24, Chartered Financial...
Education
Fordham University 1975 — 1979
Master of Arts (MA), Economics
Fordham University 1971 — 1975
Bachelor of Science (BS),, Economics
Self-employed December 2011 - Present
BNP Paribas April 2004 - November 2011
ABN AMRO Bank N.V. March 1997 - March 2004
Bankers Trust April 1996 - July 1997
PaineWebber May 1986 - March 1996
Skills
Microsoft Excel, Series 7, Series 24, Chartered Financial...
Education
Fordham University 1975 — 1979
Master of Arts (MA), Economics
Fordham University 1971 — 1975
Bachelor of Science (BS),, Economics
Kevin Courtney's Bankers Trust Experience January 1984 - March 1986
Job AVP Product Control High Yield Loans at Barclays
Industry Financial Services
Experience
Barclays Capital January 2001 - Present
Barclays December 1998 - December 2000
Barclays December 1990 - December 1998
Barclays April 1986 - January 1989
Bankers Trust January 1984 - March 1986
Education
Elmira College 1979 — 1983
Bachelor of Science (B.S.), Accounting
Barclays Capital January 2001 - Present
Barclays December 1998 - December 2000
Barclays December 1990 - December 1998
Barclays April 1986 - January 1989
Bankers Trust January 1984 - March 1986
Education
Elmira College 1979 — 1983
Bachelor of Science (B.S.), Accounting
Jeffrey Voigt's Bankers Trust Experience 1989 - 2004
Job Financial Services Professional
Industry Financial Services
Experience
UBS Wealth Management 2010 - 2012
Leafstone Staffing September 2008 - August 2010
The Walsh Associates January 2007 - May 2008
Bank Julius Baer 2004 - 2006
Bankers Trust 1989 - 2004
Skills
Account Reconciliation, Bank Reconciliation, ACATS, Omgeo Oasys, ACT, GIM2, Data Entry, Fixed Income, Equities, Back Office, Settlement
Education
Fairleigh Dickinson University 1992 — 1999
Master of Business Administration (MBA), Finance, General
University of Richmond 1977 — 1981
Bachelor of Arts (BA), Economics
Ridgewood High School
Ridgewood High School
UBS Wealth Management 2010 - 2012
Leafstone Staffing September 2008 - August 2010
The Walsh Associates January 2007 - May 2008
Bank Julius Baer 2004 - 2006
Bankers Trust 1989 - 2004
Skills
Account Reconciliation, Bank Reconciliation, ACATS, Omgeo Oasys, ACT, GIM2, Data Entry, Fixed Income, Equities, Back Office, Settlement
Education
Fairleigh Dickinson University 1992 — 1999
Master of Business Administration (MBA), Finance, General
University of Richmond 1977 — 1981
Bachelor of Arts (BA), Economics
Ridgewood High School
Ridgewood High School
Debra Barraco's Bankers Trust Experience May 1992 - September 1995
Job Group Fitness Instructor at NYSC Town Sports International
Industry Health, Wellness and Fitness
Experience
NYSC Town Sports International May 2000 - Present
Bankers Trust May 1992 - September 1995
SITA August 1986 - May 1992
Skills
Cardio, Fitness Training, Strength Training, Personal Training, Fitness, Pilates, Aerobics, Functional Training, Operant Conditioning, Weight Training, Exercise Physiology, Boot Camp, Yoga, Wellness, Wellness Coaching, Nutrition
Education
Farmingdale State University of New York 1986 — 1993
Bachelor of Business Administration (BBA), Business Administration and Management, General
NYSC Town Sports International May 2000 - Present
Bankers Trust May 1992 - September 1995
SITA August 1986 - May 1992
Skills
Cardio, Fitness Training, Strength Training, Personal Training, Fitness, Pilates, Aerobics, Functional Training, Operant Conditioning, Weight Training, Exercise Physiology, Boot Camp, Yoga, Wellness, Wellness Coaching, Nutrition
Education
Farmingdale State University of New York 1986 — 1993
Bachelor of Business Administration (BBA), Business Administration and Management, General
Paul Brian Gibson's Bankers Trust Experience 1992 - 1996
Job Partner/Portfolio Manager at HarborView Capital Management LLC
Industry Investment Management
Experience
HarborView Capital Management LLC 2010 - Present
Caxton Associates 2003 - 2005
Citibank 1997 - 2001
Bankers Trust 1992 - 1996
Tiger Management 1986 - 1988
Skills
Portfolio Management, Investment Strategies, Risk Management, Foreign Exchange, Foreign Investment, Commodity Markets, Equities, Fixed Income Portfolio..., Global Macro
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), International Finance
The University of Connecticut
Bachelor's degree, Economics
HarborView Capital Management LLC 2010 - Present
Caxton Associates 2003 - 2005
Citibank 1997 - 2001
Bankers Trust 1992 - 1996
Tiger Management 1986 - 1988
Skills
Portfolio Management, Investment Strategies, Risk Management, Foreign Exchange, Foreign Investment, Commodity Markets, Equities, Fixed Income Portfolio..., Global Macro
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), International Finance
The University of Connecticut
Bachelor's degree, Economics
Linda A. Trainor's Bankers Trust Experience 1992 - 1994
Job Manager at American Express
Industry Financial Services
Experience
American Express October 2012 - Present
Brookdale Community College January 2003 - Present
Princeton eCom 2000 - 2002
Merrill Lynch 1998 - 2000
Fordham University 1997 - 1998
UBS 1996 - 1997
Morgan Stanley 1994 - 1996
Bankers Trust 1992 - 1994
Skills
Proficient in Microsoft..., Competitive Analysis, Strategy, Leadership, CRM, Analysis, Program Management, Management
Education
Fordham University 1996 — 1998
Master of Business Administration (MBA), Management Systems (Strategic Planning and International Business Designations), GPA 3.85
The College of New Jersey 1988 — 1992
Bachelor of Science (BS), Business Administration and Management
American Express October 2012 - Present
Brookdale Community College January 2003 - Present
Princeton eCom 2000 - 2002
Merrill Lynch 1998 - 2000
Fordham University 1997 - 1998
UBS 1996 - 1997
Morgan Stanley 1994 - 1996
Bankers Trust 1992 - 1994
Skills
Proficient in Microsoft..., Competitive Analysis, Strategy, Leadership, CRM, Analysis, Program Management, Management
Education
Fordham University 1996 — 1998
Master of Business Administration (MBA), Management Systems (Strategic Planning and International Business Designations), GPA 3.85
The College of New Jersey 1988 — 1992
Bachelor of Science (BS), Business Administration and Management
Moira Barrett's Bankers Trust Experience 1987 - 1990
Job Special Education Teacher at Rumson Board of Education
Industry Education Management
Experience
Rumson Board of Education September 2005 - Present
Bankers Trust 1987 - 1990
Education
Georgian Court University 2010 — 2013
Masters in Administration and Leadership, Educational Leadership and Administration, General
Georgian Court University 2003 — 2005
Teacher of the Handicapped, Special Education and Teaching, K-8
Fordham University 1984 — 1987
Master of Business Administration (MBA), Finance, General
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1983
Bachelor of Arts (B.A.), Finance, General, Douglass
Rumson Board of Education September 2005 - Present
Bankers Trust 1987 - 1990
Education
Georgian Court University 2010 — 2013
Masters in Administration and Leadership, Educational Leadership and Administration, General
Georgian Court University 2003 — 2005
Teacher of the Handicapped, Special Education and Teaching, K-8
Fordham University 1984 — 1987
Master of Business Administration (MBA), Finance, General
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1983
Bachelor of Arts (B.A.), Finance, General, Douglass
Greg Paul's Bankers Trust Experience 1981 - 1999
Job Managing Director at BNP Paribas
Industry Banking
Experience
BNP Paribas April 2005 - Present
Deutsche Bank 1999 - 2005
Bankers Trust 1981 - 1999
Education
Georgetown University 1979 — 1981
Masters of Science, Foreign Service
The University of Texas at Austin 1975 — 1979
Bachelor's degree, Government
BNP Paribas April 2005 - Present
Deutsche Bank 1999 - 2005
Bankers Trust 1981 - 1999
Education
Georgetown University 1979 — 1981
Masters of Science, Foreign Service
The University of Texas at Austin 1975 — 1979
Bachelor's degree, Government
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation