Bankers Trust
Industry: Bank
DescriptionBankers Trust was a historic American banking organization. The bank merged with Alex. Brown & Sons before being acquired by Deutsche Bank in 1999. Headquarters: New York City, New York, United States Successor: Deutsche Bank Founder: Henry Pomeroy Davison Founded: 1903
Bankers Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bankers Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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1,851 Bankers Trust employees in database. Find out everything there's to know about Bankers Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bankers Trust Employees
Employee
Years
Job
Industry
Jim Hennessy Jim Hennessy's Bankers Trust Experience 1986 - 1996
Job Director at Milestone
Industry Financial Services
Experience
Milestone January 2012 - Present
RBS Global Banking & Markets July 2010 - December 2011
HSBC June 2006 - July 2010
Broadridge 2006 - 2010
Capco 2000 - 2006
American Express 1996 - 2000
Bankers Trust 1986 - 1996
Skills
IT Transformation, Business objectives to..., Problem Solving, Building Relationships, Creative Problem Solving, Technology Development, Business Transformation, Team Building, Securities Processin, Fixed Income, Derivatives, Equities, Securities, Trading, Program Management, Hedge Funds, Capital Markets, Portfolio Management, Risk Management, Software Development, Business Analysis, Project Management, Certified Project..., Trading Systems, Prime Brokerage, Regulatory Reporting, Financial Services, Management
Education
Iona College
Bachelor of Arts (BA), Mathematics
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance and Information Systems
Milestone January 2012 - Present
RBS Global Banking & Markets July 2010 - December 2011
HSBC June 2006 - July 2010
Broadridge 2006 - 2010
Capco 2000 - 2006
American Express 1996 - 2000
Bankers Trust 1986 - 1996
Skills
IT Transformation, Business objectives to..., Problem Solving, Building Relationships, Creative Problem Solving, Technology Development, Business Transformation, Team Building, Securities Processin, Fixed Income, Derivatives, Equities, Securities, Trading, Program Management, Hedge Funds, Capital Markets, Portfolio Management, Risk Management, Software Development, Business Analysis, Project Management, Certified Project..., Trading Systems, Prime Brokerage, Regulatory Reporting, Financial Services, Management
Education
Iona College
Bachelor of Arts (BA), Mathematics
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance and Information Systems
Tina Smith Fritz, CTP Tina Smith Fritz, CTP's Bankers Trust Experience 2009 - Present
Job Senior Vice President & Manager at Bankers Trust
Industry Financial Services
Experience
Bankers Trust 2009 - Present
The PrivateBank and Trust Company 2008 - 2009
Wells Fargo 1990 - 2008
Skills
Commercial Banking, Banking, Certified Treasury..., Treasury Management, Cross Selling, Commercial Lending, Credit, Credit Analysis, Credit Cards, Leadership, Loans, Portfolio Management, Financial Analysis
Education
Iowa State University 1984 — 1988
Bachelor of Business Administration (BBA), Finance
Davis County Community High School
Bankers Trust 2009 - Present
The PrivateBank and Trust Company 2008 - 2009
Wells Fargo 1990 - 2008
Skills
Commercial Banking, Banking, Certified Treasury..., Treasury Management, Cross Selling, Commercial Lending, Credit, Credit Analysis, Credit Cards, Leadership, Loans, Portfolio Management, Financial Analysis
Education
Iowa State University 1984 — 1988
Bachelor of Business Administration (BBA), Finance
Davis County Community High School
Eugene (Gene) Eskildsen, CTP Eugene (Gene) Eskildsen, CTP's Bankers Trust Experience September 1990 - September 1995
Job Assistant Treasurer at Crane Co
Industry Executive Office
Experience
Crane Co. February 2010 - Present
Risk Concepts, Ltd October 2008 - February 2010
Visant Corporation November 2005 - September 2008
Reader's Digest January 2000 - November 2005
Ciba Specialty Chemicals September 1995 - December 1999
Bankers Trust September 1990 - September 1995
Skills
Treasury Management, Cash Management, Liquidity Management, FX, Working Capital..., Corporate Treasury, Interest Rate Risk..., Cash Flow Forecasting, Treasury Systems, Pensions, Hedging, SOX, Risk Management, Mergers, Capital Markets, Derivatives, Investments, Corporate Finance, Finance, Foreign Exchange, Financial Risk, Treasury Services, Sarbanes-Oxley, Cash Flow, Cash, Sarbanes-Oxley Act, Treasury, Financial Modeling, Banking Relationships, FX Hedging, FX Options, Mergers
Education
Iona College 1999 — 2001
MBA, Finance
Iona College 1986 — 1990
BS, Economics and Finance
Crane Co. February 2010 - Present
Risk Concepts, Ltd October 2008 - February 2010
Visant Corporation November 2005 - September 2008
Reader's Digest January 2000 - November 2005
Ciba Specialty Chemicals September 1995 - December 1999
Bankers Trust September 1990 - September 1995
Skills
Treasury Management, Cash Management, Liquidity Management, FX, Working Capital..., Corporate Treasury, Interest Rate Risk..., Cash Flow Forecasting, Treasury Systems, Pensions, Hedging, SOX, Risk Management, Mergers, Capital Markets, Derivatives, Investments, Corporate Finance, Finance, Foreign Exchange, Financial Risk, Treasury Services, Sarbanes-Oxley, Cash Flow, Cash, Sarbanes-Oxley Act, Treasury, Financial Modeling, Banking Relationships, FX Hedging, FX Options, Mergers
Education
Iona College 1999 — 2001
MBA, Finance
Iona College 1986 — 1990
BS, Economics and Finance
Shobhan Mondal Shobhan Mondal's Bankers Trust Experience December 1994 - April 1998
Job Software Architect
Industry Information Technology and Services
Experience
Middle Path Technology June 2001 - Present
Goldman Sachs 2005 - 2008
Brown Brothers Harriman 2005 - 2006
Bankers Trust December 1994 - April 1998
Skills
Unix, Java, Oracle, Sybase, Tuxedo, TIBCO Rendezvous, C/C++ STL, Oracle 9i, perl, linux, MQ, Web Applications, Java(TM) EE 7, JSP,..., Ruby on Rails
Education
Indian Institute of Technology, Bombay 1975 — 1980
Bachelor of Technology (B.Tech.), Chemical Engineering
Alison Open University 2015 — 2015
Diploma in Project Management, Information Technology Project Management
Middle Path Technology June 2001 - Present
Goldman Sachs 2005 - 2008
Brown Brothers Harriman 2005 - 2006
Bankers Trust December 1994 - April 1998
Skills
Unix, Java, Oracle, Sybase, Tuxedo, TIBCO Rendezvous, C/C++ STL, Oracle 9i, perl, linux, MQ, Web Applications, Java(TM) EE 7, JSP,..., Ruby on Rails
Education
Indian Institute of Technology, Bombay 1975 — 1980
Bachelor of Technology (B.Tech.), Chemical Engineering
Alison Open University 2015 — 2015
Diploma in Project Management, Information Technology Project Management
Tuan Cao Tuan Cao's Bankers Trust Experience June 2015 - Present
Job Application Developer
Industry Information Technology and Services
Experience
Bankers Trust June 2015 - Present
Waterfront October 2010 - Present
EMC Insurance Companies May 2010 - June 2015
Iowa State University March 2006 - December 2009
Skills
Windows, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, HTML, C, C, Java, SQL, JavaScript, Troubleshooting, Customer Service, CSS, Process Improvement, Microsoft SQL Server, Leadership
Education
Iowa State University 2001 — 2005
Bachelor of Science (B.S.), Computer and Electrical Engineering
Bankers Trust June 2015 - Present
Waterfront October 2010 - Present
EMC Insurance Companies May 2010 - June 2015
Iowa State University March 2006 - December 2009
Skills
Windows, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, HTML, C, C, Java, SQL, JavaScript, Troubleshooting, Customer Service, CSS, Process Improvement, Microsoft SQL Server, Leadership
Education
Iowa State University 2001 — 2005
Bachelor of Science (B.S.), Computer and Electrical Engineering
Chad Solberg Chad Solberg's Bankers Trust Experience May 2013 - Present
Job Vice President, Business Banker at Bankers Trust
Industry Banking
Experience
Bankers Trust May 2013 - Present
Wells Fargo July 2004 - May 2013
Federal Reserve Bank of Chicago March 2002 - July 2004
Skills
Commercial Lending, Credit, Credit Analysis, Loans, Mortgage Lending, Wealth Management, Banking, Portfolio Management, Underwriting
Education
Iowa State University 1994 — 1999
Bachelor of Science (BS), Family Resource Management
Bankers Trust May 2013 - Present
Wells Fargo July 2004 - May 2013
Federal Reserve Bank of Chicago March 2002 - July 2004
Skills
Commercial Lending, Credit, Credit Analysis, Loans, Mortgage Lending, Wealth Management, Banking, Portfolio Management, Underwriting
Education
Iowa State University 1994 — 1999
Bachelor of Science (BS), Family Resource Management
Ao Vang Ao Vang's Bankers Trust Experience October 2012 - Present
Job Institutional Trust Services Administrator at Bankers Trust
Industry Financial Services
Experience
Bankers Trust October 2012 - Present
Bankers Trust June 2011 - October 2012
Prairie Meadows Racetrack and Casino June 2007 - June 2011
BASF July 2006 - April 2007
Skills
Microsoft Office, Management, Outlook, Settlement, Account Reconciliation, AddVantage, Valuation, ACH, Wire, CTR, eVision, OnBase, 10 Key, Internet, NIR spectroscopy
Education
Kaplan University 2009 — 2011
Master's degree, Mangement, 4.0
Iowa State University 2003 — 2008
Bachelor of Arts (B.A.), Chemical Engineering
Bankers Trust October 2012 - Present
Bankers Trust June 2011 - October 2012
Prairie Meadows Racetrack and Casino June 2007 - June 2011
BASF July 2006 - April 2007
Skills
Microsoft Office, Management, Outlook, Settlement, Account Reconciliation, AddVantage, Valuation, ACH, Wire, CTR, eVision, OnBase, 10 Key, Internet, NIR spectroscopy
Education
Kaplan University 2009 — 2011
Master's degree, Mangement, 4.0
Iowa State University 2003 — 2008
Bachelor of Arts (B.A.), Chemical Engineering
Patrick Herteen Patrick Herteen's Bankers Trust Experience January 2013 - Present
Job Marketing Product Specialist at Bankers Trust
Industry Marketing and Advertising
Experience
Bankers Trust January 2013 - Present
Bankers Trust May 2011 - Present
PhDesigns January 2004 - Present
Iowa State University August 1999 - August 2010
The Printer, Inc. July 1995 - August 1999
Skills
Kaizen, Advertising, Brochures, Logo Design, Flyers, Trade Show Graphics, Promotional, Adobe Creative Suite, InDesign, Illustrator, Email Marketing, Graphic Design, Adobe Acrobat, User Interface Design, Social Media, Layout, Print, Product Management, Web Design, Product Design, Marketing, Web Analytics
Education
Iowa State University 1988 — 1993
BFA, Design
Bankers Trust January 2013 - Present
Bankers Trust May 2011 - Present
PhDesigns January 2004 - Present
Iowa State University August 1999 - August 2010
The Printer, Inc. July 1995 - August 1999
Skills
Kaizen, Advertising, Brochures, Logo Design, Flyers, Trade Show Graphics, Promotional, Adobe Creative Suite, InDesign, Illustrator, Email Marketing, Graphic Design, Adobe Acrobat, User Interface Design, Social Media, Layout, Print, Product Management, Web Design, Product Design, Marketing, Web Analytics
Education
Iowa State University 1988 — 1993
BFA, Design
Debbie Eastburn Debbie Eastburn's Bankers Trust Experience 1982 - 1985
Job Director Of Development
Industry Education Management
Experience
The Girls' Middle School April 2012 - Present
Nestle S.A. 1988 - 1990
PepsiCo 1987 - 1988
Bankers Trust 1982 - 1985
Skills
Fundraising, Annual Giving, Nonprofits, Leadership, Strategic Planning, Event Planning, Volunteer Management, Stewardship, Community Outreach, Annual Reports, Volunteer Recruiting, Staff Development, Higher Education, Public Speaking, Educational Leadership, Grant Writing, Brand Management, Non-profit Finance, Donor database
Education
Harvard Business School 1985 — 1987
Master of Business Administration (M.B.A.), Marketing
Williams College 1977 — 1981
Bachelor of Arts (BA), Art History
Friends Academy
High School
The Girls' Middle School April 2012 - Present
Nestle S.A. 1988 - 1990
PepsiCo 1987 - 1988
Bankers Trust 1982 - 1985
Skills
Fundraising, Annual Giving, Nonprofits, Leadership, Strategic Planning, Event Planning, Volunteer Management, Stewardship, Community Outreach, Annual Reports, Volunteer Recruiting, Staff Development, Higher Education, Public Speaking, Educational Leadership, Grant Writing, Brand Management, Non-profit Finance, Donor database
Education
Harvard Business School 1985 — 1987
Master of Business Administration (M.B.A.), Marketing
Williams College 1977 — 1981
Bachelor of Arts (BA), Art History
Friends Academy
High School
Edith Cooper Edith Cooper's Bankers Trust Experience 1986 - 1991
Job Managing Director, Global Head of Human Capital Management at Goldman Sachs
Industry
Experience
Goldman Sachs March 2008 - Present
Goldman Sachs May 1996 - March 2008
Morgan Stanley 1991 - 1996
Bankers Trust 1986 - 1991
First Chicago 1983 - 1986
Education
Northwestern University - Kellogg School of Management 1983 — 1986
Harvard College 1979 — 1983
A.B.
Goldman Sachs March 2008 - Present
Goldman Sachs May 1996 - March 2008
Morgan Stanley 1991 - 1996
Bankers Trust 1986 - 1991
First Chicago 1983 - 1986
Education
Northwestern University - Kellogg School of Management 1983 — 1986
Harvard College 1979 — 1983
A.B.
Sean Dwyer's Bankers Trust Experience July 1989 - July 1991
Job Managing Director at Needham & Company
Industry Investment Banking
Experience
Needham & Company February 1997 - Present
Gerard Klauer Mattison & Co.,LLC November 1995 - February 1997
Cowen and Company July 1991 - November 1995
Bankers Trust July 1989 - July 1991
Skills
Equities, Capital Markets, Hedge Funds, Trading, Investments, Bloomberg, Alternative Investments
Education
Gettysburg College 1985 — 1989
Bachelor's degree, Majored in Economics and Political Science
Darien High School - Darien, CT 1983 — 1985
Lake Forest High School - Lake Forest, IL 1981 — 1983
Needham & Company February 1997 - Present
Gerard Klauer Mattison & Co.,LLC November 1995 - February 1997
Cowen and Company July 1991 - November 1995
Bankers Trust July 1989 - July 1991
Skills
Equities, Capital Markets, Hedge Funds, Trading, Investments, Bloomberg, Alternative Investments
Education
Gettysburg College 1985 — 1989
Bachelor's degree, Majored in Economics and Political Science
Darien High School - Darien, CT 1983 — 1985
Lake Forest High School - Lake Forest, IL 1981 — 1983
Carol Ann Bessette Carol Ann Bessette's Bankers Trust Experience June 1971 - June 1976
Job Paralegal at E. Stewart Jones Hacker Murphy, LLP
Industry Law Practice
Experience
E. Stewart Jones Hacker Murphy, LLP paralegalE. Stewart Jones, PLLCDecember 1976 - December 2014
Bankers Trust June 1971 - June 1976
Bankers Trust June 1971 - May 1975
Skills
Personal Injury, Civil Litigation, Litigation, Legal Research, Legal Writing, Medical Malpractice, Litigation Support, Appeals, Commercial Litigation, Depositions, Trials, Personal Injury..., Criminal Defense, Hearings, Courts, Torts, Criminal Law
Education
The Sage Colleges - Russell Sage College 1987 — 1989
Certificate, Paralegal studies
Hudson Valley Community College 1969 — 1971
AAS, secretarial science
E. Stewart Jones Hacker Murphy, LLP paralegalE. Stewart Jones, PLLCDecember 1976 - December 2014
Bankers Trust June 1971 - June 1976
Bankers Trust June 1971 - May 1975
Skills
Personal Injury, Civil Litigation, Litigation, Legal Research, Legal Writing, Medical Malpractice, Litigation Support, Appeals, Commercial Litigation, Depositions, Trials, Personal Injury..., Criminal Defense, Hearings, Courts, Torts, Criminal Law
Education
The Sage Colleges - Russell Sage College 1987 — 1989
Certificate, Paralegal studies
Hudson Valley Community College 1969 — 1971
AAS, secretarial science
Herb Ray Herb Ray's Bankers Trust Experience June 1993 - February 2000
Job Database System Design / Data Modeling
Industry Information Technology and Services
Experience
Andrew Davidson & Company, Inc. September 2005 - Present
Navint Consulting, L.L.C. February 2000 - July 2005
Bankers Trust June 1993 - February 2000
Morgan Stanley February 1993 - May 1993
CIBC September 1992 - January 1993
Marsh & McLennan Companies, Inc. April 1992 - September 1992
Citibank June 1991 - March 1992
Home Insurance Company March 1990 - December 1990
Deloitte, Haskins & Sells September 1989 - December 1989
SIAC May 1989 - August 1989
Skills
Data Analysis, SQL, Databases, Windows, T-SQL Stored Procedures, SQL Server, T-SQL, SSIS, ERwin, Excel VBA, Monarch, Paradox, Data Transformation..., ETL, Microsoft SQL Server, Perl, Stored Procedures, Erwin, VBA, Database Administration
Education
Hofstra University 1980 — 1983
B.A., Engineering Science
Ulster County Community College 1976 — 1980
A.A., Engineering Science
Andrew Davidson & Company, Inc. September 2005 - Present
Navint Consulting, L.L.C. February 2000 - July 2005
Bankers Trust June 1993 - February 2000
Morgan Stanley February 1993 - May 1993
CIBC September 1992 - January 1993
Marsh & McLennan Companies, Inc. April 1992 - September 1992
Citibank June 1991 - March 1992
Home Insurance Company March 1990 - December 1990
Deloitte, Haskins & Sells September 1989 - December 1989
SIAC May 1989 - August 1989
Skills
Data Analysis, SQL, Databases, Windows, T-SQL Stored Procedures, SQL Server, T-SQL, SSIS, ERwin, Excel VBA, Monarch, Paradox, Data Transformation..., ETL, Microsoft SQL Server, Perl, Stored Procedures, Erwin, VBA, Database Administration
Education
Hofstra University 1980 — 1983
B.A., Engineering Science
Ulster County Community College 1976 — 1980
A.A., Engineering Science
Jenny Leonard's Bankers Trust Experience January 2015 - Present
Job Commercial Real Estate Relationship Manager II at Bankers Trust, CCIM Trainee
Industry Banking
Experience
Bankers Trust January 2015 - Present
Bankers Trust December 2012 - December 2014
Liberty Bank November 2010 - December 2012
De Lage Landen - Agricredit April 2010 - October 2010
De Lage Landen - Agricredit August 2009 - April 2010
De Lage Landen - Agricredit June 2005 - August 2009
Bankers Trust 2005 - 2005
Commerce Bancshares, Inc. August 2003 - December 2004
Commerce Bancshares, Inc. May 2002 - August 2003
Skills
Credit, Finance, Credit Analysis, Commercial Lending, Financial Analysis, Commercial Banking, Loans, Portfolio Management, Analysis, Credit Risk, Customer Service, Account Management, Commercial Finance, Leadership, Management, Underwriting, Agricultural..., Project Planning, Business Analysis, Risk Assessment, Cash Flow Analysis, Global Cash Flow..., Cash Flow Forecasting, Cash Flow, Asset Based Lending, Ag Equipment Lending, Home Builder &..., Data Mining, Commercial Real Estate..., Cash Flow Projections, Commercial Real Estate..., Microsoft Excel..., Forms Development, Commercial Real Estate, Construction Finance
Education
Iowa State University 1998 — 2002
Finance
Iowa State University - College of Business 1998 — 2002
B.S., Finance
Bankers Trust January 2015 - Present
Bankers Trust December 2012 - December 2014
Liberty Bank November 2010 - December 2012
De Lage Landen - Agricredit April 2010 - October 2010
De Lage Landen - Agricredit August 2009 - April 2010
De Lage Landen - Agricredit June 2005 - August 2009
Bankers Trust 2005 - 2005
Commerce Bancshares, Inc. August 2003 - December 2004
Commerce Bancshares, Inc. May 2002 - August 2003
Skills
Credit, Finance, Credit Analysis, Commercial Lending, Financial Analysis, Commercial Banking, Loans, Portfolio Management, Analysis, Credit Risk, Customer Service, Account Management, Commercial Finance, Leadership, Management, Underwriting, Agricultural..., Project Planning, Business Analysis, Risk Assessment, Cash Flow Analysis, Global Cash Flow..., Cash Flow Forecasting, Cash Flow, Asset Based Lending, Ag Equipment Lending, Home Builder &..., Data Mining, Commercial Real Estate..., Cash Flow Projections, Commercial Real Estate..., Microsoft Excel..., Forms Development, Commercial Real Estate, Construction Finance
Education
Iowa State University 1998 — 2002
Finance
Iowa State University - College of Business 1998 — 2002
B.S., Finance
Ignacio Sarria Ignacio Sarria's Bankers Trust Experience November 1996 - June 1999
Job Director at New Mountain Capital
Industry Financial Services
Experience
New Mountain Capital September 2013 - Present
Grupo Arcano September 2005 - August 2013
Deutsche Bank July 1999 - September 2005
Bankers Trust November 1996 - June 1999
Skills
Asset Management, Private Equity, Corporate Finance, Asset, Investment Banking, Valuation, Equities, Investment Management, Business Development, Emerging Markets, Capital Markets, Hedge Funds, Structured Finance, Due Diligence, Financial Modeling, Banking
Education
Universidad de Navarra 1989 — 1994
Bachelor Business Administration (B.B.A.)
Harvard Business School 1992 — 1992
Summer Business School Program, Business Administration and Management, General
New Mountain Capital September 2013 - Present
Grupo Arcano September 2005 - August 2013
Deutsche Bank July 1999 - September 2005
Bankers Trust November 1996 - June 1999
Skills
Asset Management, Private Equity, Corporate Finance, Asset, Investment Banking, Valuation, Equities, Investment Management, Business Development, Emerging Markets, Capital Markets, Hedge Funds, Structured Finance, Due Diligence, Financial Modeling, Banking
Education
Universidad de Navarra 1989 — 1994
Bachelor Business Administration (B.B.A.)
Harvard Business School 1992 — 1992
Summer Business School Program, Business Administration and Management, General
Evan Ardelle Evan Ardelle's Bankers Trust Experience 1996 - 1998
Job Financial Professional at The Prudential Insurance Company of America
Industry Financial Services
Experience
The Prudential Insurance Company of America July 2012 - Present
The Ardelle Institute LLC May 2012 - Present
Jaguar Land Rover 2000 - 2011
MCI Worldcom 1999 - 1999
Grand Union 1998 - 1999
Bankers Trust 1996 - 1998
Citibank 1994 - 1996
Skills
Chamber Music, Cello, Academic Tutoring, Music Education, Executive Coaching
Education
Montclair State University 1994 — 1997
MS, Master of Science, Computer Science
Chubb Institute 1981 — 1982
Business Data Processing Certification
Gettysburg College 1977 — 1979
Music Performance, General
New York University
CICS Certification, CICS Application Design and Programming
Teaneck High School
The Prudential Insurance Company of America July 2012 - Present
The Ardelle Institute LLC May 2012 - Present
Jaguar Land Rover 2000 - 2011
MCI Worldcom 1999 - 1999
Grand Union 1998 - 1999
Bankers Trust 1996 - 1998
Citibank 1994 - 1996
Skills
Chamber Music, Cello, Academic Tutoring, Music Education, Executive Coaching
Education
Montclair State University 1994 — 1997
MS, Master of Science, Computer Science
Chubb Institute 1981 — 1982
Business Data Processing Certification
Gettysburg College 1977 — 1979
Music Performance, General
New York University
CICS Certification, CICS Application Design and Programming
Teaneck High School
Sylvie Repeczky Sylvie Repeczky's Bankers Trust Experience July 1981 - May 1989
Job Partner at Phoenix Investor Relations LLC, LLC
Industry Financial Services
Experience
Phoenix Investor Relations, LLC January 2005 - Present
The Global Consulting Group August 2002 - December 2004
Thomson Financial July 2000 - July 2002
The Carson Group March 2000 - July 2000
France Telecom North America August 1996 - April 1998
Bankers Trust July 1981 - May 1989
Skills
Investments, Investor Relations, Corporate Finance, Strategy, Financial Markets, Management, Strategic Planning, Financial Communications, IPO, Analytics, Finance
Education
INSEAD 1980 — 1981
Master of Business Administration (MBA), Finance and Marketing
University of Paris VII, France
Master's degree, Physics and Chemistry
Phoenix Investor Relations, LLC January 2005 - Present
The Global Consulting Group August 2002 - December 2004
Thomson Financial July 2000 - July 2002
The Carson Group March 2000 - July 2000
France Telecom North America August 1996 - April 1998
Bankers Trust July 1981 - May 1989
Skills
Investments, Investor Relations, Corporate Finance, Strategy, Financial Markets, Management, Strategic Planning, Financial Communications, IPO, Analytics, Finance
Education
INSEAD 1980 — 1981
Master of Business Administration (MBA), Finance and Marketing
University of Paris VII, France
Master's degree, Physics and Chemistry
Susanna Madden Susanna Madden's Bankers Trust Experience 1993 - 2000
Job Executive Search
Industry Staffing and Recruiting
Experience
Thrive Resources, LLC March 2009 - Present
Smooth Engine 2000 - 2008
Coral Energy 1995 - 2000
Bankers Trust 1993 - 2000
Skills
Entrepreneurship, Private Equity, Business Strategy, Executive Management, New Business Development, Business Development, Start-ups, Risk Management, Management Consulting, International Business, Corporate Development, Strategy, Strategic Planning, Portfolio Management, Venture Capital, Executive Search, Change Management
Education
Hamilton College 1989 — 1993
BA, Economics, English, Math
The University of Edinburgh 1991 — 1992
Semester Abroad, Money and Banking
Hackley School 1979 — 1989
High School
Thrive Resources, LLC March 2009 - Present
Smooth Engine 2000 - 2008
Coral Energy 1995 - 2000
Bankers Trust 1993 - 2000
Skills
Entrepreneurship, Private Equity, Business Strategy, Executive Management, New Business Development, Business Development, Start-ups, Risk Management, Management Consulting, International Business, Corporate Development, Strategy, Strategic Planning, Portfolio Management, Venture Capital, Executive Search, Change Management
Education
Hamilton College 1989 — 1993
BA, Economics, English, Math
The University of Edinburgh 1991 — 1992
Semester Abroad, Money and Banking
Hackley School 1979 — 1989
High School
Aseem Vaid Aseem Vaid's Bankers Trust Experience February 1995 - March 1997
Job Engineering leader
Industry Computer Software
Experience
EMC February 2009 - Present
Netapp Inc May 2005 - 2009
Potenture January 2004 - June 2005
NeoScale Systems June 2000 - October 2003
Ukiah Software (Novell) March 1997 - June 2000
Bankers Trust February 1995 - March 1997
FileNET Corp June 1988 - November 1994
Education
Indian Institute of Technology, Delhi
B.Tech
University of Southern California
MSEE, MSCE
EMC February 2009 - Present
Netapp Inc May 2005 - 2009
Potenture January 2004 - June 2005
NeoScale Systems June 2000 - October 2003
Ukiah Software (Novell) March 1997 - June 2000
Bankers Trust February 1995 - March 1997
FileNET Corp June 1988 - November 1994
Education
Indian Institute of Technology, Delhi
B.Tech
University of Southern California
MSEE, MSCE
Brian Cashin Brian Cashin's Bankers Trust Experience January 1998 - July 2000
Job Head, Programs & Platforms at Astor Capital Management
Industry Financial Services
Experience
Astor Capital Management March 2014 - Present
TD Wealth Management July 2012 - March 2014
Astor Capital Management September 2009 - July 2012
State Street Corporation March 2003 - December 2008
Dutsche Bank Trust Company Americas August 2000 - February 2003
Bankers Trust January 1998 - July 2000
UBS Warburg January 1996 - December 1997
BANK OF AMERICA June 1992 - December 1995
Skills
Banking, Global Custody, Financial Services, Strategy, Securities, CRM, FINRA, SEC, OCC, CFTC, Clearing & Settlement, Operational Risk..., Key Account Management, Managed Accounts, Separately Managed..., Unified Managed Accounts, Asset Management, Asset Allocation, Distribution Strategies, Broker-Dealer, Registered Investment..., Wealth Management, Program Management, Private Banking, Trust Services, Insurance, Client Segmentation, HNW, UHNW, Mass Affluent, Institutional..., PMO, FACTA, Dodd-Frank, Suitability, Fiduciary, Rebalancing, Contract Negotiation, Third Party Vendor..., Executive Reporting, Trading Systems, Securities Lending, Global Customer Service, Client Development
Education
Hofstra University
Bachelor, Business Administration; Marketing
Chaminade HS 1980 — 1984
Astor Capital Management March 2014 - Present
TD Wealth Management July 2012 - March 2014
Astor Capital Management September 2009 - July 2012
State Street Corporation March 2003 - December 2008
Dutsche Bank Trust Company Americas August 2000 - February 2003
Bankers Trust January 1998 - July 2000
UBS Warburg January 1996 - December 1997
BANK OF AMERICA June 1992 - December 1995
Skills
Banking, Global Custody, Financial Services, Strategy, Securities, CRM, FINRA, SEC, OCC, CFTC, Clearing & Settlement, Operational Risk..., Key Account Management, Managed Accounts, Separately Managed..., Unified Managed Accounts, Asset Management, Asset Allocation, Distribution Strategies, Broker-Dealer, Registered Investment..., Wealth Management, Program Management, Private Banking, Trust Services, Insurance, Client Segmentation, HNW, UHNW, Mass Affluent, Institutional..., PMO, FACTA, Dodd-Frank, Suitability, Fiduciary, Rebalancing, Contract Negotiation, Third Party Vendor..., Executive Reporting, Trading Systems, Securities Lending, Global Customer Service, Client Development
Education
Hofstra University
Bachelor, Business Administration; Marketing
Chaminade HS 1980 — 1984
Bob Bernstein, CFA's Bankers Trust Experience 1993 - 1995
Job Senior Director, Portfolio Management at BNY Mellon
Industry Investment Management
Experience
BNY Mellon 2012 - Present
Four Corners Capital Management/Macquarie Funds Group 2001 - 2011
The Yucaipa Companies 1995 - 2000
Bankers Trust 1993 - 1995
U.S. Marine Corps 1989 - 1992
Bankers Trust 1986 - 1989
Education
The University of Chicago 1984 — 1986
MBA, Finance
Hofstra University 1982 — 1984
BBA, Finance
University of Michigan
BNY Mellon 2012 - Present
Four Corners Capital Management/Macquarie Funds Group 2001 - 2011
The Yucaipa Companies 1995 - 2000
Bankers Trust 1993 - 1995
U.S. Marine Corps 1989 - 1992
Bankers Trust 1986 - 1989
Education
The University of Chicago 1984 — 1986
MBA, Finance
Hofstra University 1982 — 1984
BBA, Finance
University of Michigan
Vanessa Chin Cheshire's Bankers Trust Experience 1992 - 1993
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
.406 Ventures 2013 - 2013
The McGraw Hill Companies 2010 - 2012
Morgan Stanley 2007 - 2009
Morgan Stanley 2001 - 2007
Morgan Stanley 2000 - 2001
Morgan Stanley 1998 - 1999
Booz Allen Hamilton 1995 - 1998
Salomon Brothers 1994 - 1994
Bankers Trust 1992 - 1993
Smith Barney, Harris Upham 1990 - 1992
Skills
Strategy Development, New Business Development, Strategic Partnerships, Digital Strategy, Digital Innovation, E-commerce, Organizational Change, Cross Selling, Cost Reduction, Growth Planning, Change Management, Management Consulting, Cross-functional..., International Growth, Portfolio Management, Investment Banking, Mergers, Outsourcing, Spin-offs, Company Acquisitions, Asset Management, M&A due diligence, Team Management, Sales Management, Wealth Management, Business Strategy, Strategic Planning, Vendor Management, Securities Offerings, Corporate Development, Financial Markets, Capital Markets, Financial Data, E-learning, Educational Technology, Financial Technology, Strategy, Due Diligence, Growth Management, Venture Capital, Start-ups, Mergers & Acquisitions, E-Learning, Business Planning, Finance, Investments, Corporate Finance
Education
The Tuck School of Business at Dartmouth 1993 — 1995
M.B.A.
Harvard University 1984 — 1988
A.B.
Belmont High School
.406 Ventures 2013 - 2013
The McGraw Hill Companies 2010 - 2012
Morgan Stanley 2007 - 2009
Morgan Stanley 2001 - 2007
Morgan Stanley 2000 - 2001
Morgan Stanley 1998 - 1999
Booz Allen Hamilton 1995 - 1998
Salomon Brothers 1994 - 1994
Bankers Trust 1992 - 1993
Smith Barney, Harris Upham 1990 - 1992
Skills
Strategy Development, New Business Development, Strategic Partnerships, Digital Strategy, Digital Innovation, E-commerce, Organizational Change, Cross Selling, Cost Reduction, Growth Planning, Change Management, Management Consulting, Cross-functional..., International Growth, Portfolio Management, Investment Banking, Mergers, Outsourcing, Spin-offs, Company Acquisitions, Asset Management, M&A due diligence, Team Management, Sales Management, Wealth Management, Business Strategy, Strategic Planning, Vendor Management, Securities Offerings, Corporate Development, Financial Markets, Capital Markets, Financial Data, E-learning, Educational Technology, Financial Technology, Strategy, Due Diligence, Growth Management, Venture Capital, Start-ups, Mergers & Acquisitions, E-Learning, Business Planning, Finance, Investments, Corporate Finance
Education
The Tuck School of Business at Dartmouth 1993 — 1995
M.B.A.
Harvard University 1984 — 1988
A.B.
Belmont High School
Catherine Thomson Catherine Thomson's Bankers Trust Experience 1991 - 1994
Job Operations Manager at large multiuse property
Industry Consumer Goods
Experience
Lieberman Management Services August 2014 - Present
Entrepreneur June 1997 - Present
Entertainer September 2010 - Present
Writer 1997 - Present
Barry Personnel February 2014 - July 2014
Euro-Holiday Network 1999 - 2001
ING Barings 1994 - 1997
Bankers Trust 1991 - 1994
First Chicago 1985 - 1991
Skills
Entertainment, Music, Strategy, Singing, Musical Theatre, Theatre, Research, Cabaret, Capital Markets, Financial Institutions, Credit Analysis, Teaching, Financial Structuring, Brand Development, Small Business, Public Speaking, Piano, Art, Credit, Forecasting, Loans, Start-ups, Loan Origination, Consumer Products, Social Networking, Marketing, Business Planning, Entrepreneurship, Fundraising, Brand Management, Strategic Planning, Training, Nonprofits, Game Development, Social Media Marketing, Online Marketing, Social Media, Strategic Partnerships, Creative Direction, Debt, Structuring, Writing, Origination
Education
Purdue University
M.S., Agricultural Economics - Development Economics
Illinois State University 1978 — 1981
B.S., Political Science
Docent Training Program - Art Institute of Chicago
Lisa Rogers Lee Voice Studio
Voice
Lieberman Management Services August 2014 - Present
Entrepreneur June 1997 - Present
Entertainer September 2010 - Present
Writer 1997 - Present
Barry Personnel February 2014 - July 2014
Euro-Holiday Network 1999 - 2001
ING Barings 1994 - 1997
Bankers Trust 1991 - 1994
First Chicago 1985 - 1991
Skills
Entertainment, Music, Strategy, Singing, Musical Theatre, Theatre, Research, Cabaret, Capital Markets, Financial Institutions, Credit Analysis, Teaching, Financial Structuring, Brand Development, Small Business, Public Speaking, Piano, Art, Credit, Forecasting, Loans, Start-ups, Loan Origination, Consumer Products, Social Networking, Marketing, Business Planning, Entrepreneurship, Fundraising, Brand Management, Strategic Planning, Training, Nonprofits, Game Development, Social Media Marketing, Online Marketing, Social Media, Strategic Partnerships, Creative Direction, Debt, Structuring, Writing, Origination
Education
Purdue University
M.S., Agricultural Economics - Development Economics
Illinois State University 1978 — 1981
B.S., Political Science
Docent Training Program - Art Institute of Chicago
Lisa Rogers Lee Voice Studio
Voice
Hans Haywood Hans Haywood's Bankers Trust Experience September 1990 - June 1994
Job Founder, HKA Capital Advisors, LLC
Industry Financial Services
Experience
Tempest Capital AG May 2011 - Present
HKA Capital Advisors, LLC April 2011 - Present
Panda Global Advisors, LLC January 2009 - March 2011
Sailfish Capital Partners July 2005 - December 2007
Credit Suisse December 1997 - June 2005
Sumitomo Finance Asia (HK) October 1995 - December 1997
Baring Brothers Limited (London) July 1994 - September 1995
Bankers Trust September 1990 - June 1994
Skills
Emerging Markets, Global Macro, Fixed Income, Equities, Capital Markets, Sailing, Navigation, Private Equity, Real Estate Investment, Foreign Exchange..., FX Options, Hedge Funds, Portfolio Management, Structured Finance, Trading Systems, Investment Properties, Investments, Trading, Alternative Investments, Finance, Derivatives, Structured Products, Options, Financial Markets, Bonds, Credit, Investment Banking, Asset Management, Corporate Finance, Credit Derivatives
Education
Imperial College London 1986 — 1990
M(Eng), Chemical Engineering
Taunton 1984 — 1986
Tempest Capital AG May 2011 - Present
HKA Capital Advisors, LLC April 2011 - Present
Panda Global Advisors, LLC January 2009 - March 2011
Sailfish Capital Partners July 2005 - December 2007
Credit Suisse December 1997 - June 2005
Sumitomo Finance Asia (HK) October 1995 - December 1997
Baring Brothers Limited (London) July 1994 - September 1995
Bankers Trust September 1990 - June 1994
Skills
Emerging Markets, Global Macro, Fixed Income, Equities, Capital Markets, Sailing, Navigation, Private Equity, Real Estate Investment, Foreign Exchange..., FX Options, Hedge Funds, Portfolio Management, Structured Finance, Trading Systems, Investment Properties, Investments, Trading, Alternative Investments, Finance, Derivatives, Structured Products, Options, Financial Markets, Bonds, Credit, Investment Banking, Asset Management, Corporate Finance, Credit Derivatives
Education
Imperial College London 1986 — 1990
M(Eng), Chemical Engineering
Taunton 1984 — 1986
Kevin Tiernan's Bankers Trust Experience September 2013 - Present
Job VP, Sales & Development Manager at Bankers Trust
Industry Banking
Experience
Bankers Trust September 2013 - Present
Bankers Trust May 2011 - September 2013
Wells Fargo January 2009 - May 2011
Wells Fargo March 2007 - December 2008
Skills
Finance, Sales Management, Sales, Coaching, Underwriting, Microsoft Excel, New Business Development, Networking, Budget Process, Banking, Project Management, Common Sense, Husband, CRM, Cross Selling, Management, Financial Analysis, Commercial Banking, Leadership, Customer Service, Marketing
Education
Graduate School of Banking - Madison, Wisconsin 2012 — 2014
Banking, Corporate, Finance, and Securities Law
Iowa State University 2001 — 2006
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Bankers Trust September 2013 - Present
Bankers Trust May 2011 - September 2013
Wells Fargo January 2009 - May 2011
Wells Fargo March 2007 - December 2008
Skills
Finance, Sales Management, Sales, Coaching, Underwriting, Microsoft Excel, New Business Development, Networking, Budget Process, Banking, Project Management, Common Sense, Husband, CRM, Cross Selling, Management, Financial Analysis, Commercial Banking, Leadership, Customer Service, Marketing
Education
Graduate School of Banking - Madison, Wisconsin 2012 — 2014
Banking, Corporate, Finance, and Securities Law
Iowa State University 2001 — 2006
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Brian Beltrame Brian Beltrame's Bankers Trust Experience September 2013 - Present
Job VP, Business Technology Management at Bankers Trust
Industry Financial Services
Experience
Bankers Trust September 2013 - Present
Principal Financial Group February 1997 - September 2013
John Deere Financial May 1996 - February 1997
Skills
Insurance, SDLC, Business Analysis, Process Improvement, Risk Management, IT Strategy, IT Management, IT Solutions, IT Service Management, Systems Engineering, Embedded Systems, System Testing, System Architecture, Vendor Management, Requirements Analysis, SharePoint, Leadership
Education
Iowa State University - College of Business 1993 — 1996
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Grand View College 1992 — 1993
Bankers Trust September 2013 - Present
Principal Financial Group February 1997 - September 2013
John Deere Financial May 1996 - February 1997
Skills
Insurance, SDLC, Business Analysis, Process Improvement, Risk Management, IT Strategy, IT Management, IT Solutions, IT Service Management, Systems Engineering, Embedded Systems, System Testing, System Architecture, Vendor Management, Requirements Analysis, SharePoint, Leadership
Education
Iowa State University - College of Business 1993 — 1996
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Grand View College 1992 — 1993
Lydia Woodard's Bankers Trust Experience September 1987 - June 1994
Job
Industry International Trade and Development
Experience
CO OEDIT February 2013 - Present
McGraw-Hill September 1996 - June 1998
Bankers Trust September 1987 - June 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking
Education
Harvard Business School 1994 — 1996
Master of Business Administration (MBA), Business Administration and Management, General
UC Berkeley 1982 — 1987
Political Economies of Industrialized Societies (PEIS)
Punahou School 1979 — 1982
CO OEDIT February 2013 - Present
McGraw-Hill September 1996 - June 1998
Bankers Trust September 1987 - June 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking
Education
Harvard Business School 1994 — 1996
Master of Business Administration (MBA), Business Administration and Management, General
UC Berkeley 1982 — 1987
Political Economies of Industrialized Societies (PEIS)
Punahou School 1979 — 1982
Kitty Cooper's Bankers Trust Experience 1981 - 1985
Job Web Developer, genetic genealogy blogger
Industry Internet
Experience
Open Sky Web Design 2001 - Present
Contract Bridge Forum 2010 - Present
Bank of New York Mellon 1990 - 2000
Professional Bridge Player 1986 - 1990
Bankers Trust 1981 - 1985
Digital Equipment Corp (DEC) 1973 - 1978
Skills
PHP, MySQL, JavaScript, Python, CMS, Joomla, E-commerce, Website Development, ZenCart, Wordpress, Dreamweaver, Web Standards, Web Design, Web Development, HTML, WordPress, CSS, Photoshop, AJAX, SEO, Databases, PSD to Wordpress, Front-end, XHTML, Programming, User Experience, User Interface Design, HTML 5, Drupal, Google Analytics, Web 2.0, Web Analytics, jQuery, Information Architecture, Web Project Management, Usability, Interaction Design, Web Content Management
Education
Harvard University 1968 — 1972
AB, Fine Arts
The Brearley School 1955 — 1968
Open Sky Web Design 2001 - Present
Contract Bridge Forum 2010 - Present
Bank of New York Mellon 1990 - 2000
Professional Bridge Player 1986 - 1990
Bankers Trust 1981 - 1985
Digital Equipment Corp (DEC) 1973 - 1978
Skills
PHP, MySQL, JavaScript, Python, CMS, Joomla, E-commerce, Website Development, ZenCart, Wordpress, Dreamweaver, Web Standards, Web Design, Web Development, HTML, WordPress, CSS, Photoshop, AJAX, SEO, Databases, PSD to Wordpress, Front-end, XHTML, Programming, User Experience, User Interface Design, HTML 5, Drupal, Google Analytics, Web 2.0, Web Analytics, jQuery, Information Architecture, Web Project Management, Usability, Interaction Design, Web Content Management
Education
Harvard University 1968 — 1972
AB, Fine Arts
The Brearley School 1955 — 1968
Somwong Kitthikoune's Bankers Trust Experience June 2007 - August 2007
Job Network Engineer at WildBlue Communications
Industry Internet
Experience
WildBlue Communications August 2008 - Present
WildBlue Communications August 2008 - August 2010
Iowa State University August 2005 - August 2008
Bankers Trust June 2007 - August 2007
Skills
Data Center, Troubleshooting, Switches, Routers, Firewalls, Servers, OSPF, Networking, IP, Windows
Education
Iowa State University 2005 — 2008
Bachelor of Science, Management Information Systems
WildBlue Communications August 2008 - Present
WildBlue Communications August 2008 - August 2010
Iowa State University August 2005 - August 2008
Bankers Trust June 2007 - August 2007
Skills
Data Center, Troubleshooting, Switches, Routers, Firewalls, Servers, OSPF, Networking, IP, Windows
Education
Iowa State University 2005 — 2008
Bachelor of Science, Management Information Systems
Gary Vogel Gary Vogel's Bankers Trust Experience 1992 - 1993
Job Managing Partner at East Coast Nurseries, Inc.
Industry Farming
Experience
East Coast Nurseries, Inc. June 2002 - Present
Renaissance Technologies LLC 2001 - 2002
Investors Bank & Trust 1997 - 2001
BPB Associates, LLP 1993 - 1997
Bankers Trust 1992 - 1993
Skills
Sales Management, Strategic Planning, Team Building, Product Development, New Business Development, Business Strategy, Program Management, Sales, Management, Strategy, Entrepreneurship, Inventory Management, Budgets, Customer Satisfaction, Business Planning, Start-ups, Marketing Strategy, Mergers & Acquisitions, Retail, Customer Service, Purchasing, Marketing, Sales Operations, Negotiation
Education
Hofstra University 1979 — 1983
B.S., Computer Science
Hofstra University 1978 — 1983
BS, Computer Science
East Coast Nurseries, Inc. June 2002 - Present
Renaissance Technologies LLC 2001 - 2002
Investors Bank & Trust 1997 - 2001
BPB Associates, LLP 1993 - 1997
Bankers Trust 1992 - 1993
Skills
Sales Management, Strategic Planning, Team Building, Product Development, New Business Development, Business Strategy, Program Management, Sales, Management, Strategy, Entrepreneurship, Inventory Management, Budgets, Customer Satisfaction, Business Planning, Start-ups, Marketing Strategy, Mergers & Acquisitions, Retail, Customer Service, Purchasing, Marketing, Sales Operations, Negotiation
Education
Hofstra University 1979 — 1983
B.S., Computer Science
Hofstra University 1978 — 1983
BS, Computer Science
Jon LaBerge's Bankers Trust Experience January 1993 - October 1996
Job Financial Operations Executive
Industry Investment Management
Experience
AXIS Capital December 2013 - July 2014
AXIS Capital March 2011 - December 2013
PartnerRe February 2002 - December 2010
Bear Stearns Asset Management October 1999 - March 2001
Mutual of America October 1996 - October 1999
Bankers Trust January 1993 - October 1996
Farrel, inc October 1987 - October 1991
PRTM August 1984 - October 1987
Skills
Investments, Asset Managment, Financial Services, Management, Capital Markets, Accounting, Reinsurance, Risk Management, Mergers, Financial Risk, Underwriting, Portfolio Management, Insurance, Private Equity, Strategic Planning, Enterprise Risk..., Process Improvement, Business Process..., Asset Management, Business Analysis, Strategy, Project Portfolio..., Finance, Executive Management, Business Intelligence
Education
Harvard Business School 2014 — 2014
Executive Education Program, Governing for Nonprofit Excellence
Harvard Business School 1982 — 1984
MBA
Webb Institute 1972 — 1976
Bachelor's Degree, Naval Architecture and Marine Engineering
AXIS Capital December 2013 - July 2014
AXIS Capital March 2011 - December 2013
PartnerRe February 2002 - December 2010
Bear Stearns Asset Management October 1999 - March 2001
Mutual of America October 1996 - October 1999
Bankers Trust January 1993 - October 1996
Farrel, inc October 1987 - October 1991
PRTM August 1984 - October 1987
Skills
Investments, Asset Managment, Financial Services, Management, Capital Markets, Accounting, Reinsurance, Risk Management, Mergers, Financial Risk, Underwriting, Portfolio Management, Insurance, Private Equity, Strategic Planning, Enterprise Risk..., Process Improvement, Business Process..., Asset Management, Business Analysis, Strategy, Project Portfolio..., Finance, Executive Management, Business Intelligence
Education
Harvard Business School 2014 — 2014
Executive Education Program, Governing for Nonprofit Excellence
Harvard Business School 1982 — 1984
MBA
Webb Institute 1972 — 1976
Bachelor's Degree, Naval Architecture and Marine Engineering
Joseph Lifrieri Joseph Lifrieri's Bankers Trust Experience 1982 - 1984
Job Managing Director & Assistant Head of Operations at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman 2000 - Present
JPMorganChase 1984 - 2000
Bankers Trust 1982 - 1984
Deloitte Haskins & Sells, CPA 1977 - 1982
Education
Iona College 1973 — 1977
BBA, Accounting
Brown Brothers Harriman 2000 - Present
JPMorganChase 1984 - 2000
Bankers Trust 1982 - 1984
Deloitte Haskins & Sells, CPA 1977 - 1982
Education
Iona College 1973 — 1977
BBA, Accounting
George Stellrecht George Stellrecht's Bankers Trust Experience May 1986 - May 1987
Job Software Engineer at Market Street Talent (MST)
Industry Information Technology and Services
Experience
Market Street Talent (MST) October 2009 - Present
Watch Captain July 2004 - February 2009
State Street Corporation January 1990 - June 2003
Bankers Trust May 1986 - May 1987
Supermarkets General Corp. June 1984 - June 1986
AT&T January 1979 - June 1984
Skills
Visual Basic, SQL Server, Access, VB.NET, Stored Procedures, T-SQL, SSIS, REXX, SQL, Programming, Software Development, Databases
Education
Seton Hall University 1979 — 1980
MBA, Accounting/Finance
Grove City College 1971 — 1975
BA, Business Administration/German
Market Street Talent (MST) October 2009 - Present
Watch Captain July 2004 - February 2009
State Street Corporation January 1990 - June 2003
Bankers Trust May 1986 - May 1987
Supermarkets General Corp. June 1984 - June 1986
AT&T January 1979 - June 1984
Skills
Visual Basic, SQL Server, Access, VB.NET, Stored Procedures, T-SQL, SSIS, REXX, SQL, Programming, Software Development, Databases
Education
Seton Hall University 1979 — 1980
MBA, Accounting/Finance
Grove City College 1971 — 1975
BA, Business Administration/German
Donny Sheinwald, AIF Donny Sheinwald, AIF's Bankers Trust Experience 1993 - 1995
Job Regional 401(k) Sales Director at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group December 2010 - Present
CheckPoint HR March 2009 - December 2010
ExpertPlan June 2007 - February 2009
USi November 1997 - June 2007
ADP 1995 - 1997
Bankers Trust 1993 - 1995
Ernst & Young 1992 - 1993
Skills
401k, Retirement, Retirement Planning, Financial Advisory, Series 7, Defined Benefit, Employee Benefits, Mutual Funds, Financial Services, Series 63, Wealth Management, Relationship Management, Defined Contribution, ERISA, FINRA, Finance, Fixed Annuities, Insurance, Alternative Investments, Asset Allocation, Asset Management, Business Development, Business Planning, CRM, Investments, Leadership, Life Insurance, Management, Pensions, Portfolio Management, Retirement Plan..., Sales, Securities, Series 6, Strategic Financial..., Wealth, IRAs, Investment Advisory
Education
Hofstra University 1988 — 1992
BS, Mathematics, Computer Science
Marlboro High School 1984 — 1988
Bachelor of Science, Mathematics
Lincoln Financial Group December 2010 - Present
CheckPoint HR March 2009 - December 2010
ExpertPlan June 2007 - February 2009
USi November 1997 - June 2007
ADP 1995 - 1997
Bankers Trust 1993 - 1995
Ernst & Young 1992 - 1993
Skills
401k, Retirement, Retirement Planning, Financial Advisory, Series 7, Defined Benefit, Employee Benefits, Mutual Funds, Financial Services, Series 63, Wealth Management, Relationship Management, Defined Contribution, ERISA, FINRA, Finance, Fixed Annuities, Insurance, Alternative Investments, Asset Allocation, Asset Management, Business Development, Business Planning, CRM, Investments, Leadership, Life Insurance, Management, Pensions, Portfolio Management, Retirement Plan..., Sales, Securities, Series 6, Strategic Financial..., Wealth, IRAs, Investment Advisory
Education
Hofstra University 1988 — 1992
BS, Mathematics, Computer Science
Marlboro High School 1984 — 1988
Bachelor of Science, Mathematics
Diana Dowling's Bankers Trust Experience August 1988 - July 1991
Job CoHead of HBS Entrepreneurship Initiative at Harvard Business School Club of New York
Industry Market Research
Experience
Harvard Business School Club of New York 2014 - Present
Harvard Business School Club of NYC 2013 - Present
Harvard Business School Alumni Angels 2012 - Present
NAM LLC 2007 - Present
MaMaMedia, Inc. 1997 - 2001
Hearst Digital 1994 - 1997
Bankers Trust August 1988 - July 1991
Skills
Marketing, Mergers & Acquisitions, Venture Capital, Management Consulting, Corporate Development, Private Equity, Strategic Partnerships, Investment Banking, Financial Modeling, Corporate Finance, Due Diligence, Business Planning, Governance, Executive Management, Market Research
Education
Harvard Business School 1991 — 1993
MBA
Harvard College 1984 — 1988
BA, Economics
Harvard Business School Club of New York 2014 - Present
Harvard Business School Club of NYC 2013 - Present
Harvard Business School Alumni Angels 2012 - Present
NAM LLC 2007 - Present
MaMaMedia, Inc. 1997 - 2001
Hearst Digital 1994 - 1997
Bankers Trust August 1988 - July 1991
Skills
Marketing, Mergers & Acquisitions, Venture Capital, Management Consulting, Corporate Development, Private Equity, Strategic Partnerships, Investment Banking, Financial Modeling, Corporate Finance, Due Diligence, Business Planning, Governance, Executive Management, Market Research
Education
Harvard Business School 1991 — 1993
MBA
Harvard College 1984 — 1988
BA, Economics
Catherine Cullen Catherine Cullen's Bankers Trust Experience August 1987 - February 1994
Job Global Head of Operational Risk at ICAP
Industry Financial Services
Experience
ICAP July 2012 - May 2014
Barclays Investment Bank August 2006 - June 2012
RBS Markets and International Banking April 1997 - August 2006
Integrated Decision Systems August 1995 - December 1996
Lehman Brothers March 1994 - July 1995
Bankers Trust August 1987 - February 1994
Prudential-Bache Securities October 1986 - August 1987
Chase December 1983 - October 1986
Skills
Financial Services, Financial Markets, Capital Markets, Investment Banking, Inter-Dealer Broking, Risk Management, Project Management, Technology, Foreign Exchange, Fixed Income, Commodities, Emerging Markets, Equities, Commercial Lending, Operational Risk, Finance, Market Risk, Management, Credit Risk, Credit, Business Analysis, Financial Risk, Banking, Operational Risk...
Education
Hofstra University 1979 — 1983
Bachelor of Business Administration (BBA), Business and Computer Systems
ICAP July 2012 - May 2014
Barclays Investment Bank August 2006 - June 2012
RBS Markets and International Banking April 1997 - August 2006
Integrated Decision Systems August 1995 - December 1996
Lehman Brothers March 1994 - July 1995
Bankers Trust August 1987 - February 1994
Prudential-Bache Securities October 1986 - August 1987
Chase December 1983 - October 1986
Skills
Financial Services, Financial Markets, Capital Markets, Investment Banking, Inter-Dealer Broking, Risk Management, Project Management, Technology, Foreign Exchange, Fixed Income, Commodities, Emerging Markets, Equities, Commercial Lending, Operational Risk, Finance, Market Risk, Management, Credit Risk, Credit, Business Analysis, Financial Risk, Banking, Operational Risk...
Education
Hofstra University 1979 — 1983
Bachelor of Business Administration (BBA), Business and Computer Systems
Traci Kamil Traci Kamil's Bankers Trust Experience 1990 - 1999
Job Human Resources Executive
Industry Human Resources
Experience
JPMorgan Chase July 2011 - Present
Bank of America 2010 - July 2011
Merrill Lynch 1999 - 2009
Bankers Trust 1990 - 1999
Skills
Deferred Compensation, Performance Management, Onboarding, Talent Management, Recruiting, Leadership, Management, Personnel Management, Training, Leadership Development, Talent Acquisition, Human Resources, Employee Engagement, Organizational..., Employee Relations, Succession Planning, Change Management, Employment Law
Education
Union College
Bachelor's degree, Economics and Psychology
Harvard Business School
Executive Education, Strategic Human Resources Management
JPMorgan Chase July 2011 - Present
Bank of America 2010 - July 2011
Merrill Lynch 1999 - 2009
Bankers Trust 1990 - 1999
Skills
Deferred Compensation, Performance Management, Onboarding, Talent Management, Recruiting, Leadership, Management, Personnel Management, Training, Leadership Development, Talent Acquisition, Human Resources, Employee Engagement, Organizational..., Employee Relations, Succession Planning, Change Management, Employment Law
Education
Union College
Bachelor's degree, Economics and Psychology
Harvard Business School
Executive Education, Strategic Human Resources Management
Howard Katz's Bankers Trust Experience 1993 - 1994
Job IT Manager/Consultant / Technology Generalist
Industry Information Technology and Services
Experience
EMC, Professional Services October 2011 - Present
iFidelity Media Group January 2010 - August 2011
IT.NET 1994 - 2009
IBM Global Services February 2006 - September 2008
JPMorgan Chase 1996 - 2005
BANKERS TRUST 1993 - 1994
CAPITAL CITIES/ABC 1993 - 1993
Skills
Virtualization, Cloud Computing, IT Management, Technical Project..., Requirements Gathering, Team Building, IT Strategy, SOW, Vendor Management, E-commerce, Product Marketing, Requirements Analysis, Gap Analysis, LAN Architecture, Microsoft Office, Microsoft Excel, Visio, Windows Server, Windows 7, VMware, vSphere, VMware Workstation, VMware Fusion, NAS, SAN, Data Center, vCOPS, Information Lifecycle..., IT Infrastructure..., IT Infrastructure..., Integration, Servers, Project Management, ITaaS, IT Service Management, Workshop Facilitation, Presentations, Risk Assessment, Interviews, Databases, Information Technology, Networking
Education
VMware 2012 — 2012
VCOPs Training
TrainSignal Video Instructor-Led Training 2011 — 2011
VMware vSphere 4 VCP, Cisco CCNA
Training Camp 2005 — 2009
PMBOK 4 PMP, ITIL 3, MCSE 2003
Hofstra University 1990 — 1991
Bachelor of Science, Computer Science, Information Technology
SUNY Stony Brook 1982 — 1987
Bachelor of Science, Physics, Philosophy
EMC, Professional Services October 2011 - Present
iFidelity Media Group January 2010 - August 2011
IT.NET 1994 - 2009
IBM Global Services February 2006 - September 2008
JPMorgan Chase 1996 - 2005
BANKERS TRUST 1993 - 1994
CAPITAL CITIES/ABC 1993 - 1993
Skills
Virtualization, Cloud Computing, IT Management, Technical Project..., Requirements Gathering, Team Building, IT Strategy, SOW, Vendor Management, E-commerce, Product Marketing, Requirements Analysis, Gap Analysis, LAN Architecture, Microsoft Office, Microsoft Excel, Visio, Windows Server, Windows 7, VMware, vSphere, VMware Workstation, VMware Fusion, NAS, SAN, Data Center, vCOPS, Information Lifecycle..., IT Infrastructure..., IT Infrastructure..., Integration, Servers, Project Management, ITaaS, IT Service Management, Workshop Facilitation, Presentations, Risk Assessment, Interviews, Databases, Information Technology, Networking
Education
VMware 2012 — 2012
VCOPs Training
TrainSignal Video Instructor-Led Training 2011 — 2011
VMware vSphere 4 VCP, Cisco CCNA
Training Camp 2005 — 2009
PMBOK 4 PMP, ITIL 3, MCSE 2003
Hofstra University 1990 — 1991
Bachelor of Science, Computer Science, Information Technology
SUNY Stony Brook 1982 — 1987
Bachelor of Science, Physics, Philosophy
Elena A. Matthews, CFA's Bankers Trust Experience 1998 - 1998
Job Investment Advisor at Goldman Sachs & Co.
Industry Investment Management
Experience
Goldman Sachs & Co. February 2010 - Present
Goldman Sachs & Co. January 1999 - September 2002
EPIC Russia (Sector Capital) August 1996 - July 1998
Bankers Trust 1998 - 1998
Arthur Andersen & Co. January 1993 - June 1994
Skills
Languages, Fluent Russian, Fluent English, Investments, Emerging Markets, Portfolio Management, Corporate Finance, Management
Education
Harvard Business School 1994 — 1996
MBA
Moscow State Institute for International Relations (MGIMO), Russia 1988 — 1992
Bachelor of Science in International Finance
Goldman Sachs & Co. February 2010 - Present
Goldman Sachs & Co. January 1999 - September 2002
EPIC Russia (Sector Capital) August 1996 - July 1998
Bankers Trust 1998 - 1998
Arthur Andersen & Co. January 1993 - June 1994
Skills
Languages, Fluent Russian, Fluent English, Investments, Emerging Markets, Portfolio Management, Corporate Finance, Management
Education
Harvard Business School 1994 — 1996
MBA
Moscow State Institute for International Relations (MGIMO), Russia 1988 — 1992
Bachelor of Science in International Finance
Peter Schmale Peter Schmale's Bankers Trust Experience July 2013 - January 2014
Job Programmer Analyst at Casey's General Stores/Casey's Advertising
Industry Retail
Experience
Casey's General Stores/Casey's Advertising January 2014 - Present
Bankers Trust July 2013 - January 2014
Hagie Manufacturing April 2012 - July 2013
Yellowbook November 2007 - April 2012
Independent January 2002 - March 2009
ABG, Inc May 1997 - September 2000
Central States Marketing Group 1994 - 1996
Skills
Microsoft Office..., SharePoint Development, C# 4.0, JavaScript, ASP.NET, CSS, Microsoft SQL Server, XML, SharePoint Designer, T-SQL, T-SQL Stored Procedures, Enterprise Content..., CAML, Web Development, Windows 10, Powershell 3, MVC 5, Visual Studio 2013, InfoPath 2013, SharePoint 2013, HTML5, CSS3, C#.Net
Education
Indiana University Bloomington 1995 — 1997
MIS, Information Science
Lincoln Christian University 1990 — 1995
M.A., Philosophy/Theology
Illinois State University 1985 — 1990
B.S., Social Sciences/Education
Casey's General Stores/Casey's Advertising January 2014 - Present
Bankers Trust July 2013 - January 2014
Hagie Manufacturing April 2012 - July 2013
Yellowbook November 2007 - April 2012
Independent January 2002 - March 2009
ABG, Inc May 1997 - September 2000
Central States Marketing Group 1994 - 1996
Skills
Microsoft Office..., SharePoint Development, C# 4.0, JavaScript, ASP.NET, CSS, Microsoft SQL Server, XML, SharePoint Designer, T-SQL, T-SQL Stored Procedures, Enterprise Content..., CAML, Web Development, Windows 10, Powershell 3, MVC 5, Visual Studio 2013, InfoPath 2013, SharePoint 2013, HTML5, CSS3, C#.Net
Education
Indiana University Bloomington 1995 — 1997
MIS, Information Science
Lincoln Christian University 1990 — 1995
M.A., Philosophy/Theology
Illinois State University 1985 — 1990
B.S., Social Sciences/Education
Jeff Ogden Jeff Ogden's Bankers Trust Experience 1980 - 2000
Job Managing Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2008 - Present
Lehman Brothers 2005 - 2008
Deutsche Bank Securities 2000 - 2005
Bankers Trust 1980 - 2000
Skills
Leveraged Finance, Series 7, Capital Markets, Financial Structuring, Hedge Funds, Equities, Fixed Income, Structured Finance, High Yield, Investment Banking, Private Equity, Financial Modeling, Alternative Investments, Valuation, LBO
Education
Southern Methodist University - Cox School of Business 1984 — 1986
MBA, Finance
Hamilton College 1976 — 1980
BA, English, Government
Governor Dummer Academy 1972 — 1976
Barclays Capital September 2008 - Present
Lehman Brothers 2005 - 2008
Deutsche Bank Securities 2000 - 2005
Bankers Trust 1980 - 2000
Skills
Leveraged Finance, Series 7, Capital Markets, Financial Structuring, Hedge Funds, Equities, Fixed Income, Structured Finance, High Yield, Investment Banking, Private Equity, Financial Modeling, Alternative Investments, Valuation, LBO
Education
Southern Methodist University - Cox School of Business 1984 — 1986
MBA, Finance
Hamilton College 1976 — 1980
BA, English, Government
Governor Dummer Academy 1972 — 1976
Shanna Eilers Shanna Eilers's Bankers Trust Experience December 2008 - August 2011
Job Project Manager at encompas
Industry Design
Experience
encompas October 2013 - Present
Pottery Barn November 2012 - August 2013
Marc-Michaels Interior Design May 2012 - July 2012
Bankers Trust December 2008 - August 2011
Iowa Sports Connection August 2008 - May 2009
Clive Aquatic Center May 2008 - August 2008
Skills
Hand Rendering, Sketching, Space Planning, Cost Estimating, InDesign, Photoshop, Illustrator, Revit, SketchUp, AutoCAD Architecture, Model Building, Microsoft Office, Windows, Mac OS, Digital Photography, Design Manager, Programming, Space planning, Graphic Design, Adobe Creative Suite, Photography, Rendering, Interior Design
Education
Iowa State University 2009 — 2013
Bachelor of Fine Arts (BFA), Interior Design, 3.72
encompas October 2013 - Present
Pottery Barn November 2012 - August 2013
Marc-Michaels Interior Design May 2012 - July 2012
Bankers Trust December 2008 - August 2011
Iowa Sports Connection August 2008 - May 2009
Clive Aquatic Center May 2008 - August 2008
Skills
Hand Rendering, Sketching, Space Planning, Cost Estimating, InDesign, Photoshop, Illustrator, Revit, SketchUp, AutoCAD Architecture, Model Building, Microsoft Office, Windows, Mac OS, Digital Photography, Design Manager, Programming, Space planning, Graphic Design, Adobe Creative Suite, Photography, Rendering, Interior Design
Education
Iowa State University 2009 — 2013
Bachelor of Fine Arts (BFA), Interior Design, 3.72
Emil Menzies Emil Menzies's Bankers Trust Experience April 1987 - April 1994
Job Managing Director at The Bank of New York Mellon
Industry Banking
Experience
The Bank of New York Mellon Managing DirectorThe Bank of New York1998 - Present
BNY Mellon 1998 - Present
Credit Agricole April 1994 - February 1998
Bankers Trust April 1987 - April 1994
Skills
Fixed Income, Market Data, SDLC, Risk Management, Business Analysis, IT Strategy, Banking, Trading Systems, Enterprise Architecture, Derivatives, Portfolio Management, Outsourcing, Management, Financial Services, Capital Markets, Leadership, Project Portfolio..., Program Management, Equities, Investment Banking, IT Management, Strategy, Vendor Management, Infrastructure
Education
Pace University 1992 — 1994
Master of Business Administration (MBA), International Business
Goshen College 1984 — 1987
Bachelor of Arts (BA), Mathematics and Computer Systems
The Bank of New York Mellon Managing DirectorThe Bank of New York1998 - Present
BNY Mellon 1998 - Present
Credit Agricole April 1994 - February 1998
Bankers Trust April 1987 - April 1994
Skills
Fixed Income, Market Data, SDLC, Risk Management, Business Analysis, IT Strategy, Banking, Trading Systems, Enterprise Architecture, Derivatives, Portfolio Management, Outsourcing, Management, Financial Services, Capital Markets, Leadership, Project Portfolio..., Program Management, Equities, Investment Banking, IT Management, Strategy, Vendor Management, Infrastructure
Education
Pace University 1992 — 1994
Master of Business Administration (MBA), International Business
Goshen College 1984 — 1987
Bachelor of Arts (BA), Mathematics and Computer Systems
Jeff Bash Jeff Bash's Bankers Trust Experience December 2008 - Present
Job Lead Marketing Specialist at Bankers Trust
Industry Financial Services
Experience
Bankers Trust December 2008 - Present
The Des Moines Register June 1999 - August 2008
Education
Grand View College 1996 — 2000
Bachelors, Graphic Design, Marketing, Journalism, Fine Arts
Bankers Trust December 2008 - Present
The Des Moines Register June 1999 - August 2008
Education
Grand View College 1996 — 2000
Bachelors, Graphic Design, Marketing, Journalism, Fine Arts
Rich Brereton Rich Brereton's Bankers Trust Experience 1992 - 1996
Job Managing Director Marketing at Harbert Management Corporation
Industry Financial Services
Experience
Harbert Management Corporation 2011 - Present
Boomerang Capital 2008 - 2011
Morgan Stanley Investment Management 1996 - 2008
Bankers Trust 1992 - 1996
JP Morgan 1988 - 1992
Morgan Stanley 1987 - 1988
Skills
Alternative Investments, Investment Management, Hedge Funds, Equities, Asset Managment, Fund Of Funds, Separately Managed...
Education
Georgetown University 1983 — 1987
BSBA, Finance
Harbert Management Corporation 2011 - Present
Boomerang Capital 2008 - 2011
Morgan Stanley Investment Management 1996 - 2008
Bankers Trust 1992 - 1996
JP Morgan 1988 - 1992
Morgan Stanley 1987 - 1988
Skills
Alternative Investments, Investment Management, Hedge Funds, Equities, Asset Managment, Fund Of Funds, Separately Managed...
Education
Georgetown University 1983 — 1987
BSBA, Finance
William Overholt William Overholt's Bankers Trust Experience January 1980 - April 1998
Job Senior Fellow, Harvard University Asia Center
Industry Management Consulting
Experience
Harvard University August 2008 - Present
Fung Global Institute April 2013 - June 2015
The Korea Society 2011 - 2013
International center for Conciliation 2010 - 2013
RAND Corp. September 2002 - July 2008
Harvard University December 2001 - August 2002
Nomura October 1998 - November 2001
BankBoston April 1998 - October 1998
Bankers Trust January 1980 - April 1998
Control Risks Information Services 1980 - 1990
Skills
Economic analysis, International Business..., International Finance, Politics, Risk Analysis, International Sales, International Relations, Business Strategy, Economics, Policy, Government, Investment Strategies, Foreign Policy, Political Risk Analysis, Public Policy, Editing, Research, Strategy, International..., Management, Human Rights, Strategic Planning, Qualitative Research, NGOs, Policy Analysis, Political Science, Macroeconomics, Program Evaluation, Analysis, Foreign Affairs, Econometrics, Emerging Markets, Intercultural..., Venture Capital, International Security, Sustainable Development, Economic Development, Strategic Communications, Diplomacy, Statistics, Nonprofits, Stata, National Security, International Economics, Corporate Social..., Data Analysis, Economic Research, Chinese, European Union, International Political...
Education
Yale 1968 — 1972
Ph.D., Political Science
Harvard 1964 — 1968
BA magna, Social Studies
Harvard University August 2008 - Present
Fung Global Institute April 2013 - June 2015
The Korea Society 2011 - 2013
International center for Conciliation 2010 - 2013
RAND Corp. September 2002 - July 2008
Harvard University December 2001 - August 2002
Nomura October 1998 - November 2001
BankBoston April 1998 - October 1998
Bankers Trust January 1980 - April 1998
Control Risks Information Services 1980 - 1990
Skills
Economic analysis, International Business..., International Finance, Politics, Risk Analysis, International Sales, International Relations, Business Strategy, Economics, Policy, Government, Investment Strategies, Foreign Policy, Political Risk Analysis, Public Policy, Editing, Research, Strategy, International..., Management, Human Rights, Strategic Planning, Qualitative Research, NGOs, Policy Analysis, Political Science, Macroeconomics, Program Evaluation, Analysis, Foreign Affairs, Econometrics, Emerging Markets, Intercultural..., Venture Capital, International Security, Sustainable Development, Economic Development, Strategic Communications, Diplomacy, Statistics, Nonprofits, Stata, National Security, International Economics, Corporate Social..., Data Analysis, Economic Research, Chinese, European Union, International Political...
Education
Yale 1968 — 1972
Ph.D., Political Science
Harvard 1964 — 1968
BA magna, Social Studies
Edward Franklin's Bankers Trust Experience 1997 - 1999
Job President at Applied Elements, LLC and Owner, Applied Elements, LLC
Industry Information Technology and Services
Experience
Applied Elements, LLC February 2001 - Present
OppenheimerFunds, inc. 2000 - 2004
iClips December 1999 - July 2001
Nexus Group 1999 - 2000
Bankers Trust 1997 - 1999
E W Franklin Company January 1991 - January 1997
e-Media January 1994 - February 1995
Publication Technologies January 1987 - January 1991
Skills
Web Development, Web Design, Enterprise Content..., Information Architecture, User Experience, Web Content Management, SEO, Product Management, Email Marketing, Executive Management, Online Advertising, Project Management, Social Media Marketing, Business Development, Product Development, Strategy, Brand Development, E-commerce, Strategic Planning, Digital Marketing, Digital Media, Mobile Devices, Analytics, Entrepreneurship, Content Management, User Interface Design, Management, Marketing, CMS, Software Development, Start-ups, Consulting, CRM, Strategic Partnerships, Integrated Marketing, SaaS, Online Marketing, Enterprise Software, Lead Generation, Web Analytics
Education
Harvard University 1980 — 1984
AB, Visual Environmental Studies
Trinity School - NYC 1975 — 1979
Applied Elements, LLC February 2001 - Present
OppenheimerFunds, inc. 2000 - 2004
iClips December 1999 - July 2001
Nexus Group 1999 - 2000
Bankers Trust 1997 - 1999
E W Franklin Company January 1991 - January 1997
e-Media January 1994 - February 1995
Publication Technologies January 1987 - January 1991
Skills
Web Development, Web Design, Enterprise Content..., Information Architecture, User Experience, Web Content Management, SEO, Product Management, Email Marketing, Executive Management, Online Advertising, Project Management, Social Media Marketing, Business Development, Product Development, Strategy, Brand Development, E-commerce, Strategic Planning, Digital Marketing, Digital Media, Mobile Devices, Analytics, Entrepreneurship, Content Management, User Interface Design, Management, Marketing, CMS, Software Development, Start-ups, Consulting, CRM, Strategic Partnerships, Integrated Marketing, SaaS, Online Marketing, Enterprise Software, Lead Generation, Web Analytics
Education
Harvard University 1980 — 1984
AB, Visual Environmental Studies
Trinity School - NYC 1975 — 1979
Howard Lodge's Bankers Trust Experience 1979 - 1981
Job Alternative Asset Specialist at Quantum Financial Advisors
Industry Financial Services
Experience
Quantum Financial Advisors 2013 - Present
Western & Southern Financial Group 2004 - 2013
ING 2001 - 2003
Lincoln Financial Group 1995 - 2001
Morgan Stanley 1985 - 1994
Citi 1981 - 1984
Bankers Trust 1979 - 1981
Various 1977 - 1979
Ursinus College 1974 - 1977
Franklin & Marshall College 1973 - 1974
Skills
Equities, Finance, Portfolio Management, Risk Management, Securities, Investments, Alternative Investments, Asset Management, Financial Analysis, Investment Strategies, Hedge Funds
Education
Indiana University Bloomington 1966 — 1971
Doctor of Philosophy (Ph.D.), Sensory Psychology, Minor in Mathematics and Physiology
Quantum Financial Advisors 2013 - Present
Western & Southern Financial Group 2004 - 2013
ING 2001 - 2003
Lincoln Financial Group 1995 - 2001
Morgan Stanley 1985 - 1994
Citi 1981 - 1984
Bankers Trust 1979 - 1981
Various 1977 - 1979
Ursinus College 1974 - 1977
Franklin & Marshall College 1973 - 1974
Skills
Equities, Finance, Portfolio Management, Risk Management, Securities, Investments, Alternative Investments, Asset Management, Financial Analysis, Investment Strategies, Hedge Funds
Education
Indiana University Bloomington 1966 — 1971
Doctor of Philosophy (Ph.D.), Sensory Psychology, Minor in Mathematics and Physiology
Joey Rinker's Bankers Trust Experience December 2013 - Present
Job Consumer Services Representative at Bankers Trust
Industry Banking
Experience
Bankers Trust December 2013 - Present
Woodland Hills Golf Course - Hubbell Realty Company March 2013 - Present
Woodland Hills Golf Course - Hubbell Realty Company March 2010 - March 2013
Skills
Customer Service, Management, Finance, Sales, Leadership, Microsoft Excel, Golf Course Management, Access, Team Management, Microsoft Office, Microsoft Word, Banking, PowerPoint, Teamwork
Education
Iowa State University 2012 — 2015
Bachelor of Science (BS), Finance and Management, Junior
Ankeny High School 2009 — 2012
High School
Bankers Trust December 2013 - Present
Woodland Hills Golf Course - Hubbell Realty Company March 2013 - Present
Woodland Hills Golf Course - Hubbell Realty Company March 2010 - March 2013
Skills
Customer Service, Management, Finance, Sales, Leadership, Microsoft Excel, Golf Course Management, Access, Team Management, Microsoft Office, Microsoft Word, Banking, PowerPoint, Teamwork
Education
Iowa State University 2012 — 2015
Bachelor of Science (BS), Finance and Management, Junior
Ankeny High School 2009 — 2012
High School
Nick DAdamo's Bankers Trust Experience February 1996 - January 2001
Job Nicholas D'Adamo
Industry Primary/Secondary Education
Experience
Jersey city board of ed August 2002 - June 2013
Diversified Benefits Corporation August 2001 - November 2001
Corporate Investors Communications February 2001 - May 2001
Bankers Trust February 1996 - January 2001
Skills
PowerPoint, Service client, Microsoft Word, Tutorat, Microsoft Office, Rapprochement de comptes, Analyse financière, Finance, Microsoft Excel, Stock options, Parler en public
Education
Hudson County Community College 2015 — 2017
Associate of Science (A.S.), Accounting
Saint Peter's University 1993 — 1995
Master's degree, Education
Saint Peter's University 1989 — 1993
Bachelor of Science (BS), Biologie, général
Jersey city board of ed August 2002 - June 2013
Diversified Benefits Corporation August 2001 - November 2001
Corporate Investors Communications February 2001 - May 2001
Bankers Trust February 1996 - January 2001
Skills
PowerPoint, Service client, Microsoft Word, Tutorat, Microsoft Office, Rapprochement de comptes, Analyse financière, Finance, Microsoft Excel, Stock options, Parler en public
Education
Hudson County Community College 2015 — 2017
Associate of Science (A.S.), Accounting
Saint Peter's University 1993 — 1995
Master's degree, Education
Saint Peter's University 1989 — 1993
Bachelor of Science (BS), Biologie, général
Dan Ballenger's Bankers Trust Experience January 1992 - October 1998
Job Associate Director GRI at Coleman Research
Industry Financial Services
Experience
Kepler Cheuvreux 2002 - 2014
Baader Bank AG October 1998 - December 2001
Bankers Trust January 1992 - October 1998
US Army 1991 - 1996
Education
Indiana University Bloomington 1984 — 1989
Bachelor's Degree, Economics
Kepler Cheuvreux 2002 - 2014
Baader Bank AG October 1998 - December 2001
Bankers Trust January 1992 - October 1998
US Army 1991 - 1996
Education
Indiana University Bloomington 1984 — 1989
Bachelor's Degree, Economics
Anand Bhagwat's Bankers Trust Experience June 1994 - May 1998
Job Managing Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan May 1998 - Present
Bankers Trust June 1994 - May 1998
Rutgers University March 1991 - May 1994
Skills
Equities, Equity Derivatives, Electronic Trading, Investment Banking, Trading Systems, Derivatives, Fixed Income, Financial Services, Finance, Asset Management, Capital Markets, Market Risk, SDLC
Education
CFA, Chartered Financial Analyst 1995 — 1998
MBA, Rutgers University 1991 — 1994
MBA, Finance
MS, Rutgers University 1989 — 1991
MS, Industrial & Systems Engg
Indian Institute of Technology, Bombay 1985 — 1989
B.Tech, Electrical Engineering
JP Morgan May 1998 - Present
Bankers Trust June 1994 - May 1998
Rutgers University March 1991 - May 1994
Skills
Equities, Equity Derivatives, Electronic Trading, Investment Banking, Trading Systems, Derivatives, Fixed Income, Financial Services, Finance, Asset Management, Capital Markets, Market Risk, SDLC
Education
CFA, Chartered Financial Analyst 1995 — 1998
MBA, Rutgers University 1991 — 1994
MBA, Finance
MS, Rutgers University 1989 — 1991
MS, Industrial & Systems Engg
Indian Institute of Technology, Bombay 1985 — 1989
B.Tech, Electrical Engineering
Steven McCabe's Bankers Trust Experience May 2014 - August 2014
Job Hamilton Hall Lab Technician
Industry
Experience
Iowa State University August 2012 - Present
Iowa State Marketing Club August 2014 - August 2015
Bankers Trust May 2014 - August 2014
City of Clive June 2010 - May 2014
Scheels July 2009 - November 2011
Skills
Financial Analysis, Finance, Microsoft Excel, Loans, Credit, Team Leadership, Teamwork, Microsoft Word, Social Media, Time Management, Public Speaking, Sales, Social Networking, Sales Presentations
Education
Iowa State University 2012 — 2016
Finance, General
Iowa State University August 2012 - Present
Iowa State Marketing Club August 2014 - August 2015
Bankers Trust May 2014 - August 2014
City of Clive June 2010 - May 2014
Scheels July 2009 - November 2011
Skills
Financial Analysis, Finance, Microsoft Excel, Loans, Credit, Team Leadership, Teamwork, Microsoft Word, Social Media, Time Management, Public Speaking, Sales, Social Networking, Sales Presentations
Education
Iowa State University 2012 — 2016
Finance, General
Stephanie Dabney's Bankers Trust Experience July 2012 - Present
Job Lockbox Representative at Bankers Trust
Industry Financial Services
Experience
Bankers Trust July 2012 - Present
Target May 2010 - July 2012
Legends American Bar and Grill July 2007 - July 2012
Skills
Customer Service, Time Management, Microsoft Office, Retail, Outlook, Banking, Sales, Social Networking
Education
DMACC 2012 — 2015
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Iowa State University 2009 — 2010
Bankers Trust July 2012 - Present
Target May 2010 - July 2012
Legends American Bar and Grill July 2007 - July 2012
Skills
Customer Service, Time Management, Microsoft Office, Retail, Outlook, Banking, Sales, Social Networking
Education
DMACC 2012 — 2015
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Iowa State University 2009 — 2010
Breanna Nolan Breanna Nolan's Bankers Trust Experience June 2013 - Present
Job Consumer Services Representative at Bankers Trust
Industry Banking
Experience
Bankers Trust June 2013 - Present
Bridal Connection April 2013 - June 2013
Adventureland Park May 2012 - September 2012
Adventureland Park June 2007 - September 2010
Target November 2007 - April 2008
Skills
Photoshop, Illustrator, Retail, Visual Merchandising, Merchandising, Customer Service, Microsoft Office, Social Networking, Apparel, Fashion, PowerPoint, Event Management
Education
Iowa State University 2009 — 2012
Bachelor of Science, Apparel Merchandise, Event Management
Bankers Trust June 2013 - Present
Bridal Connection April 2013 - June 2013
Adventureland Park May 2012 - September 2012
Adventureland Park June 2007 - September 2010
Target November 2007 - April 2008
Skills
Photoshop, Illustrator, Retail, Visual Merchandising, Merchandising, Customer Service, Microsoft Office, Social Networking, Apparel, Fashion, PowerPoint, Event Management
Education
Iowa State University 2009 — 2012
Bachelor of Science, Apparel Merchandise, Event Management
Sheila Hooda Sheila Hooda's Bankers Trust Experience 1994 - 1998
Job Advisor | Board Director | Investor
Industry Financial Services
Experience
Alpha Advisory Partners 2013 - Present
Genpact Limited 2015 - Present
Thomson Reuters 2012 - 2013
TIAA-CREF 2006 - 2012
Credit Suisse - Investment Banking 1998 - 2006
Bankers Trust 1994 - 1998
McKinsey & Company, Andersen Consutling 1988 - 1994
American Express, Banque Nationale De Paris 1982 - 1986
Skills
C Suite, Chief Strategy Officer, Chief Revenue Officer, Corporate Strategy, Mergers & Acquisitions, Strategic Partnerships, Sales Management, Key Client Relationships, Management Consulting, Board of Directors, Leadership, India and Emerging..., Board Governance, Investment Banking, Private Equity, Fundraising, Thought Leadership, Acquisition Integration, Strategy, Valuation, Mergers, Business Strategy, Due Diligence, Finance, Equities, Nonprofits, Investments, Management
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance
Indian Institute of Management, Ahmedabad
Post Graduate Diploma in Management, General Management
Northwestern University - Kellogg School of Management
Corporate Director Development Program
National Association of Corporate Directors
Governance Fellow
Alpha Advisory Partners 2013 - Present
Genpact Limited 2015 - Present
Thomson Reuters 2012 - 2013
TIAA-CREF 2006 - 2012
Credit Suisse - Investment Banking 1998 - 2006
Bankers Trust 1994 - 1998
McKinsey & Company, Andersen Consutling 1988 - 1994
American Express, Banque Nationale De Paris 1982 - 1986
Skills
C Suite, Chief Strategy Officer, Chief Revenue Officer, Corporate Strategy, Mergers & Acquisitions, Strategic Partnerships, Sales Management, Key Client Relationships, Management Consulting, Board of Directors, Leadership, India and Emerging..., Board Governance, Investment Banking, Private Equity, Fundraising, Thought Leadership, Acquisition Integration, Strategy, Valuation, Mergers, Business Strategy, Due Diligence, Finance, Equities, Nonprofits, Investments, Management
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance
Indian Institute of Management, Ahmedabad
Post Graduate Diploma in Management, General Management
Northwestern University - Kellogg School of Management
Corporate Director Development Program
National Association of Corporate Directors
Governance Fellow
Pam Holding Pam Holding's Bankers Trust Experience 1986 - 1988
Job Chief Investment Officer, Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors January 2014 - Present
Pyramis Global Advisors January 2013 - December 2013
Putnam Investments 1995 - 2009
Kemper Financial Services 1992 - 1995
Franklin Templeton Investments 1988 - 1990
Bankers Trust 1986 - 1988
Skills
Equities, Mutual Funds, Fixed Income, Alternative Investments, Investments, Securities, Bloomberg, Investment Strategies, Asset Management, Series 7, Financial Modeling, Valuation, Portfolio Management, Financial Analysis, Financial Services
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA), N/A, Second Year Honors
Princeton University 1982 — 1986
AB, History
Montclair Kimberley Academy 1978 — 1982
High School, High School/Secondary Diplomas and Certificates
Pyramis Global Advisors January 2014 - Present
Pyramis Global Advisors January 2013 - December 2013
Putnam Investments 1995 - 2009
Kemper Financial Services 1992 - 1995
Franklin Templeton Investments 1988 - 1990
Bankers Trust 1986 - 1988
Skills
Equities, Mutual Funds, Fixed Income, Alternative Investments, Investments, Securities, Bloomberg, Investment Strategies, Asset Management, Series 7, Financial Modeling, Valuation, Portfolio Management, Financial Analysis, Financial Services
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA), N/A, Second Year Honors
Princeton University 1982 — 1986
AB, History
Montclair Kimberley Academy 1978 — 1982
High School, High School/Secondary Diplomas and Certificates
Doug Wurth's Bankers Trust Experience January 2015 - Present
Job Enterprise Applications Manager
Industry Information Technology and Services
Experience
Bankers Trust January 2015 - Present
Bankers Trust January 2008 - December 2014
Accenture October 2004 - January 2008
Iowa State University March 2003 - July 2004
Iowa State University May 2002 - March 2003
Skills
Microsoft CRM, .NET, C#, JavaScript, Agile Methodologies, Scrum, Leadership, Agile Project Management, SharePoint, Microsoft SQL Server, SSRS, SSIS, WCF, WF, Requirements Analysis, ASP.NET AJAX, TFS, Oracle, NUnit, NDoc, ADO.NET, Entity Framework, LINQ, Enterprise Architecture, PL/SQL, Training, Crystal Reports, Software Design, NCover, Enterprise Library, MSBuild, MSTest
Education
Iowa State University 1999 — 2004
B.S., Computer Science
Bankers Trust January 2015 - Present
Bankers Trust January 2008 - December 2014
Accenture October 2004 - January 2008
Iowa State University March 2003 - July 2004
Iowa State University May 2002 - March 2003
Skills
Microsoft CRM, .NET, C#, JavaScript, Agile Methodologies, Scrum, Leadership, Agile Project Management, SharePoint, Microsoft SQL Server, SSRS, SSIS, WCF, WF, Requirements Analysis, ASP.NET AJAX, TFS, Oracle, NUnit, NDoc, ADO.NET, Entity Framework, LINQ, Enterprise Architecture, PL/SQL, Training, Crystal Reports, Software Design, NCover, Enterprise Library, MSBuild, MSTest
Education
Iowa State University 1999 — 2004
B.S., Computer Science
Michelle Mattei Michelle Mattei's Bankers Trust Experience June 1986 - June 1988
Job Associate Director Healthcare Compliance at Medivation
Industry Biotechnology
Experience
Medivation December 2014 - Present
Eisai January 2010 - November 2014
Eisai July 2007 - January 2010
Mayne Pharma (Hospira) 2004 - 2007
Interconex, Inc. February 1991 - December 2003
Bankers Trust June 1986 - June 1988
Skills
Healthcare Compliance..., FCPA, Anti-corruption, Internal / Government..., Cross-functional Team..., Procedure & Policy..., Information Governance, Data Privacy, Global Product Secruity..., Litigation Readiness..., eDiscovery, Management of Outside..., Litigation Support, Matter Management and..., ECA & TAR techniques, Legal Department..., Contract Management, System / Application..., Database development, Finance management -..., Department Planning -..., Pharmaceutical Industry
Education
Georgetown University Law Center
eDiscovery Training Academy Certificate, eDiscovery
Fairleigh Dickinson University-Metropolitan Campus 2007 — 2008
Post-MBA Certificate - Pharmaceutical Management
Food & Drug Law Institute (FDLI)
Introduction to Drug Law & Regulation Workshop, Pharmaceutical Sciences
Seton Hall University School of Law
Health Care Compliance Certificate, Pharmaceutical - Compliance
Marsh & McLennan
Risk Management Concepts - Executive Program, Risk Management
New York University 2003 — 2004
Diploma Program in Paralegal Studies, Paralegal
Pace University - Lubin School of Business 1988 — 1990
Master of Business Administration (MBA), International Business and Corporate Finance
Mercy College 1983 — 1986
Bachelor of Science (BS), Finance and Management
Medivation December 2014 - Present
Eisai January 2010 - November 2014
Eisai July 2007 - January 2010
Mayne Pharma (Hospira) 2004 - 2007
Interconex, Inc. February 1991 - December 2003
Bankers Trust June 1986 - June 1988
Skills
Healthcare Compliance..., FCPA, Anti-corruption, Internal / Government..., Cross-functional Team..., Procedure & Policy..., Information Governance, Data Privacy, Global Product Secruity..., Litigation Readiness..., eDiscovery, Management of Outside..., Litigation Support, Matter Management and..., ECA & TAR techniques, Legal Department..., Contract Management, System / Application..., Database development, Finance management -..., Department Planning -..., Pharmaceutical Industry
Education
Georgetown University Law Center
eDiscovery Training Academy Certificate, eDiscovery
Fairleigh Dickinson University-Metropolitan Campus 2007 — 2008
Post-MBA Certificate - Pharmaceutical Management
Food & Drug Law Institute (FDLI)
Introduction to Drug Law & Regulation Workshop, Pharmaceutical Sciences
Seton Hall University School of Law
Health Care Compliance Certificate, Pharmaceutical - Compliance
Marsh & McLennan
Risk Management Concepts - Executive Program, Risk Management
New York University 2003 — 2004
Diploma Program in Paralegal Studies, Paralegal
Pace University - Lubin School of Business 1988 — 1990
Master of Business Administration (MBA), International Business and Corporate Finance
Mercy College 1983 — 1986
Bachelor of Science (BS), Finance and Management
Loren Ball's Bankers Trust Experience January 1991 - January 1994
Job VP Global Product Engineering
Industry Computer Software
Experience
EngagePoint, Inc. January 2014 - Present
Arachno, Corp. June 2011 - February 2013
BNY Mellon January 2001 - June 2011
Prudential Insurance January 1995 - September 2001
PRUDENTIAL January 1995 - January 2001
American Express January 1994 - January 1995
Bankers Trust January 1991 - January 1994
Bankers Trust 1992 - 1994
Skills
Healthcare Information..., Business Intelligence, Integration, SaaS, Cloud Computing, Strategy, Software Development, SharePoint, Enterprise Software, New Business Development, Risk Management, Management, Project Management, SDLC, Management Consulting, Microsoft SQL Server, Business Strategy, Consulting, Leadership, Requirements Analysis, Business Process..., Start-ups, IT Strategy, Business Process Design, IT Management, Software Project..., Solution Architecture, PMP, Financial Services
Education
Indiana University 1977 — 1981
B.S, Finance
Indiana University - Kelley School of Business 1977 — 1981
BS, Finance
EngagePoint, Inc. January 2014 - Present
Arachno, Corp. June 2011 - February 2013
BNY Mellon January 2001 - June 2011
Prudential Insurance January 1995 - September 2001
PRUDENTIAL January 1995 - January 2001
American Express January 1994 - January 1995
Bankers Trust January 1991 - January 1994
Bankers Trust 1992 - 1994
Skills
Healthcare Information..., Business Intelligence, Integration, SaaS, Cloud Computing, Strategy, Software Development, SharePoint, Enterprise Software, New Business Development, Risk Management, Management, Project Management, SDLC, Management Consulting, Microsoft SQL Server, Business Strategy, Consulting, Leadership, Requirements Analysis, Business Process..., Start-ups, IT Strategy, Business Process Design, IT Management, Software Project..., Solution Architecture, PMP, Financial Services
Education
Indiana University 1977 — 1981
B.S, Finance
Indiana University - Kelley School of Business 1977 — 1981
BS, Finance
Christine M. Frazier Christine M. Frazier's Bankers Trust Experience 1985 - 1990
Job Business Manager Delaware Heart & Vascular, P.A.
Industry Health, Wellness and Fitness
Experience
Delaware Heart & Vascular, P.A. March 2011 - Present
Mary Kay Independent Business Owner September 2006 - Present
Errand Solutions June 2009 - March 2011
PRO Physical Therapy November 2007 - June 2009
Brown & Associates Sports & Orthopaedic Physical Therapy July 1992 - November 2007
Bankers Trust 1985 - 1990
Bankers Trust (De) 1983 - 1985
Skills
Customer Service, Cosmetics, Gifts, Benefits Administration, Fragrance, Skin Care, Skin Care Products, Beauty Industry, Team Building, Healthcare, Marketing, Sales, Training, Social Networking, Recruiting, Time Management, Employee Relations, Event Planning, Leadership Development, Merchandising, Coaching, Employee Training, Retail, Small Business, Leadership, Marketing Strategy, Inventory Management, Public Speaking, Management, Customer Satisfaction, Entrepreneurship, Event Management, Social Media Marketing, Public Relations, Budgets, Sales Management, Facebook, Advertising, Social Media, Strategic Planning, Fundraising, Team Leadership, Outlook, Account Management
Education
Goldey-Beacom College 1980 — 1983
University of Delaware 1979 — 1980
Ursuline Academy 1976 — 1979
Diploma, College Prep
Avon Grove 1976 — 1976
Delaware Heart & Vascular, P.A. March 2011 - Present
Mary Kay Independent Business Owner September 2006 - Present
Errand Solutions June 2009 - March 2011
PRO Physical Therapy November 2007 - June 2009
Brown & Associates Sports & Orthopaedic Physical Therapy July 1992 - November 2007
Bankers Trust 1985 - 1990
Bankers Trust (De) 1983 - 1985
Skills
Customer Service, Cosmetics, Gifts, Benefits Administration, Fragrance, Skin Care, Skin Care Products, Beauty Industry, Team Building, Healthcare, Marketing, Sales, Training, Social Networking, Recruiting, Time Management, Employee Relations, Event Planning, Leadership Development, Merchandising, Coaching, Employee Training, Retail, Small Business, Leadership, Marketing Strategy, Inventory Management, Public Speaking, Management, Customer Satisfaction, Entrepreneurship, Event Management, Social Media Marketing, Public Relations, Budgets, Sales Management, Facebook, Advertising, Social Media, Strategic Planning, Fundraising, Team Leadership, Outlook, Account Management
Education
Goldey-Beacom College 1980 — 1983
University of Delaware 1979 — 1980
Ursuline Academy 1976 — 1979
Diploma, College Prep
Avon Grove 1976 — 1976
Michael Guthrie, CISA, CISM Michael Guthrie, CISA, CISM's Bankers Trust Experience July 1988 - May 1989
Job Information Security Professional at Citi
Industry Financial Services
Experience
Citi January 2011 - Present
Insys Consulting July 2008 - January 2011
Citi April 2005 - July 2008
Citi October 2003 - April 2005
Citi January 2001 - October 2003
Citi September 1999 - January 2001
Citi November 1997 - September 1999
Saudi American Bank September 1993 - November 1997
Gulf International Bank May 1989 - August 1993
Bankers Trust July 1988 - May 1989
Skills
Risk Management, Information Security, Business Continuity, Financial Risk, Security, CISM, Risk Assessment, CISA, Banking, Investment Banking, PMP, Equities, Program Management, Management, Information Security..., Software Documentation, SDLC, FINRA, Data Governance, Enterprise Software, Network Security, IT Strategy, Disaster Recovery, Governance, Financial Services, IT Audit, Data Privacy, PCI DSS, Information Technology
Education
Heriot-Watt University 1995 — 1997
MBA Distance Learning
Citi January 2011 - Present
Insys Consulting July 2008 - January 2011
Citi April 2005 - July 2008
Citi October 2003 - April 2005
Citi January 2001 - October 2003
Citi September 1999 - January 2001
Citi November 1997 - September 1999
Saudi American Bank September 1993 - November 1997
Gulf International Bank May 1989 - August 1993
Bankers Trust July 1988 - May 1989
Skills
Risk Management, Information Security, Business Continuity, Financial Risk, Security, CISM, Risk Assessment, CISA, Banking, Investment Banking, PMP, Equities, Program Management, Management, Information Security..., Software Documentation, SDLC, FINRA, Data Governance, Enterprise Software, Network Security, IT Strategy, Disaster Recovery, Governance, Financial Services, IT Audit, Data Privacy, PCI DSS, Information Technology
Education
Heriot-Watt University 1995 — 1997
MBA Distance Learning
Saliya Wijeratne Saliya Wijeratne's Bankers Trust Experience May 2009 - August 2009
Job Senior at Iowa State University
Industry Financial Services
Experience
The Boeing Company May 2010 - August 2010
Bankers Trust May 2009 - August 2009
Wells Fargo Home Mortgage May 2008 - July 2008
Education
Iowa State University 2007 — 2011
Bachelor of Science, Finance
The Boeing Company May 2010 - August 2010
Bankers Trust May 2009 - August 2009
Wells Fargo Home Mortgage May 2008 - July 2008
Education
Iowa State University 2007 — 2011
Bachelor of Science, Finance
Fred Dietrich Fred Dietrich's Bankers Trust Experience 1991 - 1998
Job Senior Business Analyst
Industry Financial Services
Experience
Morgan Stanley June 2009 - Present
Credit Suisse September 2008 - April 2009
Morgan Stanley January 2008 - March 2008
Morgan Stanley August 2007 - January 2008
Societe Generale January 2005 - August 2007
Morgan Stanley July 2004 - January 2005
Bankers Trust 1991 - 1998
Deutsche Bank/Bankers Trust 1987 - 1995
Skills
SDLC, Business Analysis, Risk Management, Fixed Income, Integration, Equities, Investment Banking, Financial Risk, Back Office, Process Improvement, Analysis, Trading
Education
Iona College 1973 — 1977
BBA, Banking, Finance and Accounting
Morgan Stanley June 2009 - Present
Credit Suisse September 2008 - April 2009
Morgan Stanley January 2008 - March 2008
Morgan Stanley August 2007 - January 2008
Societe Generale January 2005 - August 2007
Morgan Stanley July 2004 - January 2005
Bankers Trust 1991 - 1998
Deutsche Bank/Bankers Trust 1987 - 1995
Skills
SDLC, Business Analysis, Risk Management, Fixed Income, Integration, Equities, Investment Banking, Financial Risk, Back Office, Process Improvement, Analysis, Trading
Education
Iona College 1973 — 1977
BBA, Banking, Finance and Accounting
Robin Brecher Robin Brecher's Bankers Trust Experience July 1994 - June 1999
Job Assistant Vice President at Deustche Bank
Industry Information Technology and Services
Experience
Deutsche Bank June 1999 - Present
Bankers Trust July 1994 - June 1999
American International Group September 1990 - July 1994
The Segal Company December 1985 - September 1990
Skills
Trading Systems, Banking, Risk Management, SDLC, Fixed Income, Business Analysis, Capital Markets, Investment Banking, SWIFT payments, Data Analysis, Programming
Education
Hofstra University 1982 — 1985
Bachelor of Arts (B.A.), Business Computer Information Systems
New York University 1981 — 1982
Computer Science
Port Richmond High School 1977 — 1981
Deutsche Bank June 1999 - Present
Bankers Trust July 1994 - June 1999
American International Group September 1990 - July 1994
The Segal Company December 1985 - September 1990
Skills
Trading Systems, Banking, Risk Management, SDLC, Fixed Income, Business Analysis, Capital Markets, Investment Banking, SWIFT payments, Data Analysis, Programming
Education
Hofstra University 1982 — 1985
Bachelor of Arts (B.A.), Business Computer Information Systems
New York University 1981 — 1982
Computer Science
Port Richmond High School 1977 — 1981
Shankar (Nag) Nagarajan Shankar (Nag) Nagarajan's Bankers Trust Experience 1997 - 2000
Job Head, Risk Management, KKR Prisma Capital Partners
Industry Financial Services
Experience
KKR Prisma Capital 2005 - Present
Columbia University in the City of New York 2004 - 2007
Risk Capital LLC 2002 - 2005
Deloitte 2000 - 2002
Bankers Trust 1997 - 2000
New York University 1996 - 1997
McGill University 1988 - 1997
Columbia University in the City of New York 1992 - 1993
Columbia University in the City of New York 1987 - 1988
Education
Northwestern University 1982 — 1987
Doctor of Philosophy (Ph.D.), in Financial Economics, Game Theory, Information Economics
Northwestern University 1980 — 1982
in Master of Science (M.S.), Management Science
Indian Institute of Technology, Madras 1975 — 1980
Bachelor of Technology (B.Tech.), in Mechanical Engineering
KKR Prisma Capital 2005 - Present
Columbia University in the City of New York 2004 - 2007
Risk Capital LLC 2002 - 2005
Deloitte 2000 - 2002
Bankers Trust 1997 - 2000
New York University 1996 - 1997
McGill University 1988 - 1997
Columbia University in the City of New York 1992 - 1993
Columbia University in the City of New York 1987 - 1988
Education
Northwestern University 1982 — 1987
Doctor of Philosophy (Ph.D.), in Financial Economics, Game Theory, Information Economics
Northwestern University 1980 — 1982
in Master of Science (M.S.), Management Science
Indian Institute of Technology, Madras 1975 — 1980
Bachelor of Technology (B.Tech.), in Mechanical Engineering
James F. Lavin's Bankers Trust Experience 1985 - 1990
Job CEO and Founder at Electron Storage Inc.
Industry Venture Capital & Private Equity
Experience
Ney-Li Pte, Ltd January 2010 - October 2014
Fireaway, Inc March 2005 - April 2013
Newport Financial Center 2001 - 2010
Switch and Data 1997 - 2003
Arbinet 1996 - 1997
DRA Advisors 1991 - 1996
Bankers Trust 1985 - 1990
Stone-East/Eastdil Associates 1980 - 1982
Skills
International Management, Real Estate Transactions, Emerging Technologies, Start-ups, Strategy, Mergers, Venture Capital, Business Planning, Data Center, Executive Management, Asset Managment, Strategic Partnerships, Contract Negotiation, Real Estate, Corporate Development, Leases, Entrepreneurship, Product Management, Finance, Sales, Valuation, Asset Management, Management, Financial Analysis, Strategic Planning, Sales Management, Business Strategy, Investments, Restructuring, Mergers & Acquisitions, Due Diligence, Private Equity, New Business Development, Business Development, Portfolio Management
Education
Stanford GSB 1978 — 1980
MBA, Finance and accounting
Harvard College 1973 — 1977
BA, Biochemistry
Ney-Li Pte, Ltd January 2010 - October 2014
Fireaway, Inc March 2005 - April 2013
Newport Financial Center 2001 - 2010
Switch and Data 1997 - 2003
Arbinet 1996 - 1997
DRA Advisors 1991 - 1996
Bankers Trust 1985 - 1990
Stone-East/Eastdil Associates 1980 - 1982
Skills
International Management, Real Estate Transactions, Emerging Technologies, Start-ups, Strategy, Mergers, Venture Capital, Business Planning, Data Center, Executive Management, Asset Managment, Strategic Partnerships, Contract Negotiation, Real Estate, Corporate Development, Leases, Entrepreneurship, Product Management, Finance, Sales, Valuation, Asset Management, Management, Financial Analysis, Strategic Planning, Sales Management, Business Strategy, Investments, Restructuring, Mergers & Acquisitions, Due Diligence, Private Equity, New Business Development, Business Development, Portfolio Management
Education
Stanford GSB 1978 — 1980
MBA, Finance and accounting
Harvard College 1973 — 1977
BA, Biochemistry
Ben DeSollar bdesollar@hotmail.com's Bankers Trust Experience 1990 - 1991
Job Chairman and CEO at Sumter Packaging Corporation
Industry Packaging and Containers
Experience
Sumter Packaging Corporation January 2003 - Present
University of South Carolina January 2005 - December 2005
BBK April 2001 - April 2003
Chase Manhattan 1997 - 2000
Booz Allen 1995 - 1997
Smith Barney June 1994 - September 1994
Fieldstone Private Capital Group 1991 - 1993
Bankers Trust 1990 - 1991
Skills
Management Consulting, Packaging, Corporate Finance, Mergers, Financial Modeling, Business Strategy, Strategy, Logistics, Order Fulfillment, Financial Analysis, Strategic Planning, Corporate Development, Finance, Private Equity, Start-ups, Executive Management, Mergers & Acquisitions
Education
University of Chicago 1993 — 1995
MBA, Accounting, Finance
Princeton University 1995 — 1995
Chinese (Princeton in Beijing)
The University of Chicago - Booth School of Business 1993 — 1995
MBA
Harvard University 1986 — 1990
A.B., Economics
Sumter Packaging Corporation January 2003 - Present
University of South Carolina January 2005 - December 2005
BBK April 2001 - April 2003
Chase Manhattan 1997 - 2000
Booz Allen 1995 - 1997
Smith Barney June 1994 - September 1994
Fieldstone Private Capital Group 1991 - 1993
Bankers Trust 1990 - 1991
Skills
Management Consulting, Packaging, Corporate Finance, Mergers, Financial Modeling, Business Strategy, Strategy, Logistics, Order Fulfillment, Financial Analysis, Strategic Planning, Corporate Development, Finance, Private Equity, Start-ups, Executive Management, Mergers & Acquisitions
Education
University of Chicago 1993 — 1995
MBA, Accounting, Finance
Princeton University 1995 — 1995
Chinese (Princeton in Beijing)
The University of Chicago - Booth School of Business 1993 — 1995
MBA
Harvard University 1986 — 1990
A.B., Economics
Nick DiSalvo's Bankers Trust Experience May 1996 - December 1998
Job IT Director, City of New York
Industry Information Technology and Services
Experience
City of New York February 2007 - Present
City of New York FISA January 2006 - February 2007
AMP August 2003 - December 2005
AMP Banking February 2001 - August 2003
UBS May 2000 - November 2000
PaineWebber May 2000 - November 2000
Deutsche Bank January 1999 - February 2000
Bankers Trust May 1996 - December 1998
AT&T February 1995 - May 1996
AT&T February 1993 - March 1995
Skills
IT Transformation, Project Management, Leadership, IT Service Management, IT Operations, Change Management, Business Analysis, IT Strategy, SDLC, Data Warehousing, Security, Databases, Testing, Enterprise Software, Software Documentation, Incident Management, Requirements Gathering, Vendor Management, Enterprise Architecture, IT Management, ITIL
Education
British Computer Society 2002 — 2004
Masters Certificate, IT Service Management
Montclair State University 1992 — 1996
Post Graduate Study, Computer Science & Mathematics
Hofstra University 1988 — 1992
BS, Computer Science and MIS
City of New York February 2007 - Present
City of New York FISA January 2006 - February 2007
AMP August 2003 - December 2005
AMP Banking February 2001 - August 2003
UBS May 2000 - November 2000
PaineWebber May 2000 - November 2000
Deutsche Bank January 1999 - February 2000
Bankers Trust May 1996 - December 1998
AT&T February 1995 - May 1996
AT&T February 1993 - March 1995
Skills
IT Transformation, Project Management, Leadership, IT Service Management, IT Operations, Change Management, Business Analysis, IT Strategy, SDLC, Data Warehousing, Security, Databases, Testing, Enterprise Software, Software Documentation, Incident Management, Requirements Gathering, Vendor Management, Enterprise Architecture, IT Management, ITIL
Education
British Computer Society 2002 — 2004
Masters Certificate, IT Service Management
Montclair State University 1992 — 1996
Post Graduate Study, Computer Science & Mathematics
Hofstra University 1988 — 1992
BS, Computer Science and MIS
Richard Fernandez's Bankers Trust Experience 1994 - 1996
Job Executive Vice President National Practice Leader
Industry Insurance
Experience
AmWINS Group February 2010 - Present
AmWINS Group January 2006 - January 2010
AIG December 1996 - January 2006
Bankers Trust 1994 - 1996
Shearson Lehman 1991 - 1992
Skills
Employment Practices..., D&O, Professional Liability, Excess, Casualty, Property & Casualty..., Underwriting, Commercial Insurance, Reinsurance, Brokers, Legal Liability, Commercial Lines, Liability, Insurance, Health Insurance, Directors & Officers...
Education
Hofstra University 1986 — 1990
Bachelor of Business Administration (B.B.A.), International Business
AmWINS Group February 2010 - Present
AmWINS Group January 2006 - January 2010
AIG December 1996 - January 2006
Bankers Trust 1994 - 1996
Shearson Lehman 1991 - 1992
Skills
Employment Practices..., D&O, Professional Liability, Excess, Casualty, Property & Casualty..., Underwriting, Commercial Insurance, Reinsurance, Brokers, Legal Liability, Commercial Lines, Liability, Insurance, Health Insurance, Directors & Officers...
Education
Hofstra University 1986 — 1990
Bachelor of Business Administration (B.B.A.), International Business
Mario Covo's Bankers Trust Experience 1985 - 1989
Job Managing Partner at DanaMar LLC
Industry Financial Services
Experience
DanaMar LLC October 2013 - Present
Bladex 1998 - Present
Helios Advisors 2003 - September 2013
Finaccess International 2000 - 2009
Columbus Advisors 1995 - 1999
Merrill Lynch & Co. 1989 - 1995
Bankers Trust 1985 - 1989
Chase Econometrics 1984 - 1985
Skills
Asset Management, Emerging Markets, Equities, Hedge Funds, Capital Markets, Investments, Alternative Investments, Investment Banking, Private Equity, Fixed Income, Management
Education
Rice University 1979 — 1983
PhD, Economics
Instituto Tecnológico Autónomo de México 1975 — 1979
BA, Economics
ASF 1963 — 1975
high school
DanaMar LLC October 2013 - Present
Bladex 1998 - Present
Helios Advisors 2003 - September 2013
Finaccess International 2000 - 2009
Columbus Advisors 1995 - 1999
Merrill Lynch & Co. 1989 - 1995
Bankers Trust 1985 - 1989
Chase Econometrics 1984 - 1985
Skills
Asset Management, Emerging Markets, Equities, Hedge Funds, Capital Markets, Investments, Alternative Investments, Investment Banking, Private Equity, Fixed Income, Management
Education
Rice University 1979 — 1983
PhD, Economics
Instituto Tecnológico Autónomo de México 1975 — 1979
BA, Economics
ASF 1963 — 1975
high school
Claudia Moeller's Bankers Trust Experience 1992 - 1998
Job Board Member at 10,000 Degrees
Industry Nonprofit Organization Management
Experience
10,000 Degrees 2013 - Present
Wellington Management Company 2000 - June 2015
The Second Step 2009 - 2011
Teen Empowerment 2007 - 2010
Bankers Trust 1992 - 1998
Skills
Investments, Asset Management, Fundraising, Nonprofits, Portfolio Management, Strategic Planning, Non-profits, Program Management, Equities, Financial Modeling, Capital Markets, Hedge Funds, Alternative Investments
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Hobart and William Smith Colleges 1987 — 1991
BA, Economics & Spanish
10,000 Degrees 2013 - Present
Wellington Management Company 2000 - June 2015
The Second Step 2009 - 2011
Teen Empowerment 2007 - 2010
Bankers Trust 1992 - 1998
Skills
Investments, Asset Management, Fundraising, Nonprofits, Portfolio Management, Strategic Planning, Non-profits, Program Management, Equities, Financial Modeling, Capital Markets, Hedge Funds, Alternative Investments
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Hobart and William Smith Colleges 1987 — 1991
BA, Economics & Spanish
Nicole Bradley's Bankers Trust Experience November 2013 - Present
Job Marketing Operations Specialist at Bankers Trust
Industry Financial Services
Experience
Bankers Trust November 2013 - Present
Principal Financial Group 2006 - November 2013
Principal Financial Group 2005 - 2006
Principal Financial Group 2001 - 2005
Chroma Communications 2000 - 2001
Skills
Marketing Communications, SDLC, Marketing, Direct Marketing, Project Management, Newsletters, Marketing Strategy, Email Marketing, Strategic Communications, Event Planning, Management
Education
Grandview 1998 — 2000
Bachelor's degree, Graphic Design, 3.8 GPA
Iowa Central Community College 1993 — 1996
Associate of Arts (AA), General Studies
Bankers Trust November 2013 - Present
Principal Financial Group 2006 - November 2013
Principal Financial Group 2005 - 2006
Principal Financial Group 2001 - 2005
Chroma Communications 2000 - 2001
Skills
Marketing Communications, SDLC, Marketing, Direct Marketing, Project Management, Newsletters, Marketing Strategy, Email Marketing, Strategic Communications, Event Planning, Management
Education
Grandview 1998 — 2000
Bachelor's degree, Graphic Design, 3.8 GPA
Iowa Central Community College 1993 — 1996
Associate of Arts (AA), General Studies
Ken Weiller's Bankers Trust Experience January 1993 - April 1998
Job Chief Operating Officer at Saba Capital Management, LP
Industry Investment Management
Experience
Saba Capital Management, LP March 2009 - July 2015
Claren Road Asset Management October 2005 - November 2008
SAC Capital December 1998 - September 2005
Banco Santander April 1998 - December 1998
Bankers Trust January 1993 - April 1998
Citibank June 1987 - December 1992
Federal Reserve Bank of NY February 1986 - June 1987
Skills
Hedge Funds, Alternative Investments, Fixed Income, Derivatives, Capital Markets, Financial Markets, Electronic Trading, Trading Systems, Equities, Trading, Bloomberg, Asset Management, Market Risk, Private Equity, Market Data, Fund Of Funds, Options
Education
Harvard University 1982 — 1986
PhD, Economics
Tufts University 1979 — 1982
MA, Economics
St. Lawrence University 1975 — 1979
BA, Economics
Saba Capital Management, LP March 2009 - July 2015
Claren Road Asset Management October 2005 - November 2008
SAC Capital December 1998 - September 2005
Banco Santander April 1998 - December 1998
Bankers Trust January 1993 - April 1998
Citibank June 1987 - December 1992
Federal Reserve Bank of NY February 1986 - June 1987
Skills
Hedge Funds, Alternative Investments, Fixed Income, Derivatives, Capital Markets, Financial Markets, Electronic Trading, Trading Systems, Equities, Trading, Bloomberg, Asset Management, Market Risk, Private Equity, Market Data, Fund Of Funds, Options
Education
Harvard University 1982 — 1986
PhD, Economics
Tufts University 1979 — 1982
MA, Economics
St. Lawrence University 1975 — 1979
BA, Economics
Bill McLoughlin's Bankers Trust Experience May 1992 - April 1999
Job Director Sytems Design and Development
Industry Pharmaceuticals
Experience
Novartis Pharmaceuticals June 1999 - Present
Deutsche Bank April 1999 - May 1999
Bankers Trust May 1992 - April 1999
Bankers Trust/Deutsche Bank 1992 - 1999
Skills
Pharmaceuticals, Healthcare, Cross-functional Team..., Vendor Management, Team Leadership, Change Management, Program Management, Pharmaceutical Industry, IT Strategy, Process Improvement, Strategic Planning, IT Management, Product Launch, Budgets, IT Service Management, Product Development, Requirements Analysis, Operations Management, Sales Operations, Integration, Business Intelligence, Team Building, Project Portfolio..., CRM, Business Analysis, SDLC, Strategy, Business Strategy, Product Management, Outsourcing, Project Management, Business Process, Management Consulting, Business Process..., Management, Leadership, Software Project..., Quality Assurance, Enterprise Architecture, Business Development
Education
Iona College 1984 — 1989
BA, Computer Science
Novartis Pharmaceuticals June 1999 - Present
Deutsche Bank April 1999 - May 1999
Bankers Trust May 1992 - April 1999
Bankers Trust/Deutsche Bank 1992 - 1999
Skills
Pharmaceuticals, Healthcare, Cross-functional Team..., Vendor Management, Team Leadership, Change Management, Program Management, Pharmaceutical Industry, IT Strategy, Process Improvement, Strategic Planning, IT Management, Product Launch, Budgets, IT Service Management, Product Development, Requirements Analysis, Operations Management, Sales Operations, Integration, Business Intelligence, Team Building, Project Portfolio..., CRM, Business Analysis, SDLC, Strategy, Business Strategy, Product Management, Outsourcing, Project Management, Business Process, Management Consulting, Business Process..., Management, Leadership, Software Project..., Quality Assurance, Enterprise Architecture, Business Development
Education
Iona College 1984 — 1989
BA, Computer Science
Nurul Choudhury's Bankers Trust Experience January 1995 - March 1997
Job Sr. Architect/ Project Lead
Industry Financial Services
Experience
Horizon Blue Cross Blue Shield of New Jersey July 2012 - Present
SENA Syatems June 2008 - 2010
Fidelity Investments 2008 - 2009
Citi 2006 - 2008
HealthMarkets 2004 - 2006
Testpros 2002 - 2004
TekInsight May 1997 - January 2002
Bankers Trust January 1995 - March 1997
Stepstone 1993 - 1995
Skills
Agile Methodologies, SOA, SDLC, Enterprise Architecture, Business Analysis, Vendor Management, Unix, XML, Java Enterprise Edition, Java, SQL, Requirements Analysis, IT Strategy, Information Security, Architectures, Databases, Integration, Oracle, Software Development, Software Engineering, Enterprise Software, Software Design, C, Identity Management, Project Management, Solution Architecture, ETL, Web Services, Data Modeling, Database Design, Distributed Systems, Linux, Tomcat, Eclipse, JavaScript, PL/SQL, Requirements Gathering, DB2
Education
Imperial College London 1975 — 1979
Bachelor of Science (BS), Computer Science
Horizon Blue Cross Blue Shield of New Jersey July 2012 - Present
SENA Syatems June 2008 - 2010
Fidelity Investments 2008 - 2009
Citi 2006 - 2008
HealthMarkets 2004 - 2006
Testpros 2002 - 2004
TekInsight May 1997 - January 2002
Bankers Trust January 1995 - March 1997
Stepstone 1993 - 1995
Skills
Agile Methodologies, SOA, SDLC, Enterprise Architecture, Business Analysis, Vendor Management, Unix, XML, Java Enterprise Edition, Java, SQL, Requirements Analysis, IT Strategy, Information Security, Architectures, Databases, Integration, Oracle, Software Development, Software Engineering, Enterprise Software, Software Design, C, Identity Management, Project Management, Solution Architecture, ETL, Web Services, Data Modeling, Database Design, Distributed Systems, Linux, Tomcat, Eclipse, JavaScript, PL/SQL, Requirements Gathering, DB2
Education
Imperial College London 1975 — 1979
Bachelor of Science (BS), Computer Science
Mike Milman CPA, MBA, LSS Black Belt's Bankers Trust Experience October 1997 - January 1999
Job Director, Corporate Financial Planning & Analysis at Fiserv
Industry Financial Services
Experience
Fiserv October 2014 - Present
Verizon June 2014 - October 2014
Verizon May 2012 - May 2014
Verizon June 2006 - May 2012
Verizon October 2003 - June 2006
Ernst & Young January 1999 - October 2003
Bankers Trust October 1997 - January 1999
Skills
Internal Controls, Financial Reporting, ERP, Team Leadership, Telecommunications, Change Management, Sarbanes-Oxley Act, Management Consulting, Financial Analysis, Business Process..., Accounting, Managerial Finance, Process Improvement, Business Analysis, Management, Business Transformation, Strategy, Business Process, Forecasting
Education
University of Michigan 1993 — 1997
Bachelor's Degree, Economics
Georgia State University - J. Mack Robinson College of Business 2004 — 2006
MBA, Management
Fiserv October 2014 - Present
Verizon June 2014 - October 2014
Verizon May 2012 - May 2014
Verizon June 2006 - May 2012
Verizon October 2003 - June 2006
Ernst & Young January 1999 - October 2003
Bankers Trust October 1997 - January 1999
Skills
Internal Controls, Financial Reporting, ERP, Team Leadership, Telecommunications, Change Management, Sarbanes-Oxley Act, Management Consulting, Financial Analysis, Business Process..., Accounting, Managerial Finance, Process Improvement, Business Analysis, Management, Business Transformation, Strategy, Business Process, Forecasting
Education
University of Michigan 1993 — 1997
Bachelor's Degree, Economics
Georgia State University - J. Mack Robinson College of Business 2004 — 2006
MBA, Management
Leonard Metelitsa's Bankers Trust Experience 1987 - 1991
Job Head of Data Strategy at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott February 2010 - Present
IntraLinks November 2008 - January 2010
JPMorgan Chase January 2000 - August 2008
Citigroup September 2007 - June 2008
Bristol-Myers Squibb 1998 - 1998
JPMorgan Chase 1991 - 1998
BANKERS tRUST 1987 - 1991
Skills
Business Intelligence, OLAP, Data Modeling, Data Warehouse..., Dashboards, Data Management, Data Governance, Data Integration, Business Intelligence..., SharePoint, Database Administration, Database Design, Data Mining, Analytics, Performance Tuning, Requirements Analysis, SQL Server 2000-2008, Database Management, Relational Databases, Data Warehousing, SSAS, Cognos, Business Objects, Microstrategy, SQL Server, Data Marts, Databases, Dimensional Modeling, Cubes, Dashboard, Analysis Services, Microsoft SQL Server, Database Admin, Analysis, XML, Oracle, Integration, Sybase, SQL Tuning, Data Quality, SSIS, CRM, SSRS, SDLC, DB2, Erwin, PL/SQL, SQL, SaaS, Requirements Gathering
Education
Gubkin Russian State University of Oil and Gas (former Moscow State Academy of Oil and Gas)
MS, Applied Math
Janney Montgomery Scott February 2010 - Present
IntraLinks November 2008 - January 2010
JPMorgan Chase January 2000 - August 2008
Citigroup September 2007 - June 2008
Bristol-Myers Squibb 1998 - 1998
JPMorgan Chase 1991 - 1998
BANKERS tRUST 1987 - 1991
Skills
Business Intelligence, OLAP, Data Modeling, Data Warehouse..., Dashboards, Data Management, Data Governance, Data Integration, Business Intelligence..., SharePoint, Database Administration, Database Design, Data Mining, Analytics, Performance Tuning, Requirements Analysis, SQL Server 2000-2008, Database Management, Relational Databases, Data Warehousing, SSAS, Cognos, Business Objects, Microstrategy, SQL Server, Data Marts, Databases, Dimensional Modeling, Cubes, Dashboard, Analysis Services, Microsoft SQL Server, Database Admin, Analysis, XML, Oracle, Integration, Sybase, SQL Tuning, Data Quality, SSIS, CRM, SSRS, SDLC, DB2, Erwin, PL/SQL, SQL, SaaS, Requirements Gathering
Education
Gubkin Russian State University of Oil and Gas (former Moscow State Academy of Oil and Gas)
MS, Applied Math
Dan Borge's Bankers Trust Experience 1978 - 1999
Job Consultant on Enterprise Risk Management
Industry Management Consulting
Experience
FTI Consulting March 2011 - June 2012
LECG January 2009 - March 2011
Borge Consulting January 1999 - December 2008
Bankers Trust 1978 - 1999
Skills
Management Consulting, Risk Management, Banking, Strategy, Financial Risk, Business Strategy, Enterprise Risk..., Due Diligence, Investments, Valuation, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Investment Banking, Private Equity, Management, Financial Services, Capital Markets, Securities, Portfolio Management, Asset Management, Executive Management, Hedge Funds, Structured Finance, Finance, Emerging Markets, Venture Capital
Education
Harvard Business School
doctorate in finance
FTI Consulting March 2011 - June 2012
LECG January 2009 - March 2011
Borge Consulting January 1999 - December 2008
Bankers Trust 1978 - 1999
Skills
Management Consulting, Risk Management, Banking, Strategy, Financial Risk, Business Strategy, Enterprise Risk..., Due Diligence, Investments, Valuation, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Investment Banking, Private Equity, Management, Financial Services, Capital Markets, Securities, Portfolio Management, Asset Management, Executive Management, Hedge Funds, Structured Finance, Finance, Emerging Markets, Venture Capital
Education
Harvard Business School
doctorate in finance
Karen Oliver Moore's Bankers Trust Experience 1981 - 1985
Job VP, Global Communications, Prudential Financial, Inc.
Industry Public Relations and Communications
Experience
Prudential Financial 1990 - Present
Rutgers University, Newark 1996 - Present
Bankers Trust 1981 - 1985
Skills
Internal Communications, Corporate Communications, Marketing Communications, Media Relations, Speech Writing, Strategic Communications, Crisis Communications, Editing, Press Releases, Marketing, Public Relations, Publicity, Public Speaking, Social Media, Event Planning, Crisis Management, Event Management, Strategic Planning, Project Management, Copy Editing
Education
Rutgers, The State University of New Jersey-Newark 1993 — 1995
MA, English
Howard University 1967 — 1971
BA, English
Prudential Financial 1990 - Present
Rutgers University, Newark 1996 - Present
Bankers Trust 1981 - 1985
Skills
Internal Communications, Corporate Communications, Marketing Communications, Media Relations, Speech Writing, Strategic Communications, Crisis Communications, Editing, Press Releases, Marketing, Public Relations, Publicity, Public Speaking, Social Media, Event Planning, Crisis Management, Event Management, Strategic Planning, Project Management, Copy Editing
Education
Rutgers, The State University of New Jersey-Newark 1993 — 1995
MA, English
Howard University 1967 — 1971
BA, English
Ann Marie Grenham Quadarella's Bankers Trust Experience 1994 - 1998
Job Project Manager at AmerisourceBergen
Industry Financial Services
Experience
AmerisourceBergen March 2015 - Present
TTI of USA December 2011 - December 2014
IBM May 2003 - April 2010
Deutsche Bank 1999 - 2003
Bankers Trust 1994 - 1998
Skills
Vendor Management, Business Analysis, Integration, PMO, Project Management, SDLC, IT Strategy, Change Management, Program Management, Disaster Recovery, Project Delivery, PMP, Project Portfolio..., ITIL, Outsourcing, IT Management, Software Project..., Risk Management, Data Center, Business Transformation, Process Improvement, IT Service Management, Requirements Analysis, Business Process..., SharePoint, Enterprise Architecture, Service Delivery, MS Project, Business Process, Requirements Gathering, Information Technology, Visio, IT Operations, Governance
Education
Institute of Technology, Carlow 1989 — 1993
AmerisourceBergen March 2015 - Present
TTI of USA December 2011 - December 2014
IBM May 2003 - April 2010
Deutsche Bank 1999 - 2003
Bankers Trust 1994 - 1998
Skills
Vendor Management, Business Analysis, Integration, PMO, Project Management, SDLC, IT Strategy, Change Management, Program Management, Disaster Recovery, Project Delivery, PMP, Project Portfolio..., ITIL, Outsourcing, IT Management, Software Project..., Risk Management, Data Center, Business Transformation, Process Improvement, IT Service Management, Requirements Analysis, Business Process..., SharePoint, Enterprise Architecture, Service Delivery, MS Project, Business Process, Requirements Gathering, Information Technology, Visio, IT Operations, Governance
Education
Institute of Technology, Carlow 1989 — 1993
Peter Giacone's Bankers Trust Experience 1996 - 1999
Job Chief Financial Officer at New York Liquidation Bureau
Industry Financial Services
Experience
New York Liquidation Bureau 2009 - Present
Lehman Brothers November 2007 - May 2008
XL Capital 2005 - 2007
XL Capital Assurance 2001 - 2005
The Chase Manhattan Bank 1999 - 2000
Bankers Trust 1996 - 1999
MetLife 1994 - 1996
Morgan Stanley 1989 - 1992
Skills
Operational Risk, Risk Management, Finance, Corporate Finance, Portfolio Management, Restructuring, Financial Analysis, Insurance, Investments, Capital Markets, Financial Modeling, Liquidity Management, Management, Treasury, Due Diligence, Cross-functional Team..., Equities, Asset Managment, Executive Management, Fixed Income, Structured Finance, Financial Reporting, Securitization, Securities, Private Equity, Enterprise Risk..., Hedge Funds, Financial Institutions, Financial Risk, ABS, Derivatives, Business Continuity, Budgets, Valuation
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance
Georgetown University - The McDonough School of Business 1985 — 1989
BSBA, Accounting
New York Liquidation Bureau 2009 - Present
Lehman Brothers November 2007 - May 2008
XL Capital 2005 - 2007
XL Capital Assurance 2001 - 2005
The Chase Manhattan Bank 1999 - 2000
Bankers Trust 1996 - 1999
MetLife 1994 - 1996
Morgan Stanley 1989 - 1992
Skills
Operational Risk, Risk Management, Finance, Corporate Finance, Portfolio Management, Restructuring, Financial Analysis, Insurance, Investments, Capital Markets, Financial Modeling, Liquidity Management, Management, Treasury, Due Diligence, Cross-functional Team..., Equities, Asset Managment, Executive Management, Fixed Income, Structured Finance, Financial Reporting, Securitization, Securities, Private Equity, Enterprise Risk..., Hedge Funds, Financial Institutions, Financial Risk, ABS, Derivatives, Business Continuity, Budgets, Valuation
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance
Georgetown University - The McDonough School of Business 1985 — 1989
BSBA, Accounting
Ron Arcoleo's Bankers Trust Experience 1988 - 1995
Job Vice President at Ambac Financial Group
Industry Insurance
Experience
Ambac Financial Group August 2004 - Present
Citigroup February 1996 - August 2004
Bankers Trust 1988 - 1995
Education
Iona College 1981 — 1985
Ambac Financial Group August 2004 - Present
Citigroup February 1996 - August 2004
Bankers Trust 1988 - 1995
Education
Iona College 1981 — 1985
Anup Korde's Bankers Trust Experience November 1992 - 1998
Job Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2010 - Present
Headstrong June 2008 - May 2010
Lehman Brothers August 2006 - May 2008
State Street January 2003 - August 2006
Deutsche Bank 1998 - 2003
Bankers Trust November 1992 - 1998
Citicorp Overseas Software Limited 1989 - 1991
Education
Indian Institute of Technology, Delhi 1985 — 1989
B Tech, Chemical Engg.
Fidelity Investments March 2010 - Present
Headstrong June 2008 - May 2010
Lehman Brothers August 2006 - May 2008
State Street January 2003 - August 2006
Deutsche Bank 1998 - 2003
Bankers Trust November 1992 - 1998
Citicorp Overseas Software Limited 1989 - 1991
Education
Indian Institute of Technology, Delhi 1985 — 1989
B Tech, Chemical Engg.
Jeremy Boe's Bankers Trust Experience 1989 - 1992
Job Managing Director at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank DirectorMerrill Lynch1992 - 2000
Bankers Trust 1989 - 1992
Education
Harvard University 1985 — 1989
Deutsche Bank DirectorMerrill Lynch1992 - 2000
Bankers Trust 1989 - 1992
Education
Harvard University 1985 — 1989
Lyn Anderson's Bankers Trust Experience October 1989 - October 1994
Job Business Service Administrator at YMCA of Greater Des Moines
Industry Health, Wellness and Fitness
Experience
YMCA of Greater Des Moines October 2000 - Present
YMCA of Greater Des Moines October 1989 - October 2000
Bankers Trust October 1989 - October 1994
Skills
Leadership, Event Planning, Event Management, Customer Service, Microsoft Excel, Invoicing, 10 Key, Project Management, Microsoft Word, Organization, Office Management, Office Administration, Research, Strategic Planning, Sports, Volunteer Management, Fundraising, Public Speaking, Non-profits, Fitness, Social Media
Education
Upper Iowa University 1998 — 1999
Grand View College 1986 — 1989
Marketing
YMCA of Greater Des Moines October 2000 - Present
YMCA of Greater Des Moines October 1989 - October 2000
Bankers Trust October 1989 - October 1994
Skills
Leadership, Event Planning, Event Management, Customer Service, Microsoft Excel, Invoicing, 10 Key, Project Management, Microsoft Word, Organization, Office Management, Office Administration, Research, Strategic Planning, Sports, Volunteer Management, Fundraising, Public Speaking, Non-profits, Fitness, Social Media
Education
Upper Iowa University 1998 — 1999
Grand View College 1986 — 1989
Marketing
Thomas Wiffler's Bankers Trust Experience October 1996 - June 1997
Job Chief Operating Officer at UnitedHealthcare Military & Veterans
Industry Insurance
Experience
UnitedHealthcare Military & Veterans May 2014 - Present
UnitedHealthcare Military & Veterans May 2013 - May 2014
UnitedHealth Group April 2007 - May 2013
UnitedHealthcare January 2006 - March 2007
UnitedHealthcare of Illinois May 2002 - December 2005
UnitedHealthcare of Illinois November 1999 - May 2002
Aetna / Prudential Health Care June 1997 - November 1999
Bankers Trust October 1996 - June 1997
United States Marine Corps May 1992 - October 1996
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
Master of Business Administration (MBA)
Iona College 1988 — 1992
Bachelor of Business Administration (BBA), Finance
UnitedHealthcare Military & Veterans May 2014 - Present
UnitedHealthcare Military & Veterans May 2013 - May 2014
UnitedHealth Group April 2007 - May 2013
UnitedHealthcare January 2006 - March 2007
UnitedHealthcare of Illinois May 2002 - December 2005
UnitedHealthcare of Illinois November 1999 - May 2002
Aetna / Prudential Health Care June 1997 - November 1999
Bankers Trust October 1996 - June 1997
United States Marine Corps May 1992 - October 1996
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
Master of Business Administration (MBA)
Iona College 1988 — 1992
Bachelor of Business Administration (BBA), Finance
Jeff Alexander's Bankers Trust Experience 1993 - 1996
Job Principal at TABB Group
Industry Investment Management
Experience
TABB Group May 2014 - Present
Barclays Capital May 2012 - May 2014
SJ Levinson October 2009 - May 2012
Bloomberg September 2006 - October 2009
Credit Suisse Asset Management 1999 - 2007
Bank of New York Mellon 1996 - 1999
Bankers Trust 1993 - 1996
Skills
Electronic Trading, Trading, Equity Trading, Trading Strategies, Trading Systems, Market Structure, Microsoft SQL Server, Bloomberg, Trading System, Fixed Income, Asset Management, Equities, Quantitative Analytics, Investment Banking, Investments, Derivatives, Portfolio Management, TCA, Financial Markets, Equity Derivatives, Hedge Funds, ETFs, Capital Markets, Series 7, Securities, Series 63
Education
Rutgers, The State University of New Jersey-Newark 1992 — 1993
MBA, Finance
Goucher College
TABB Group May 2014 - Present
Barclays Capital May 2012 - May 2014
SJ Levinson October 2009 - May 2012
Bloomberg September 2006 - October 2009
Credit Suisse Asset Management 1999 - 2007
Bank of New York Mellon 1996 - 1999
Bankers Trust 1993 - 1996
Skills
Electronic Trading, Trading, Equity Trading, Trading Strategies, Trading Systems, Market Structure, Microsoft SQL Server, Bloomberg, Trading System, Fixed Income, Asset Management, Equities, Quantitative Analytics, Investment Banking, Investments, Derivatives, Portfolio Management, TCA, Financial Markets, Equity Derivatives, Hedge Funds, ETFs, Capital Markets, Series 7, Securities, Series 63
Education
Rutgers, The State University of New Jersey-Newark 1992 — 1993
MBA, Finance
Goucher College
Debasish Dhar's Bankers Trust Experience June 1997 - December 1999
Job Senior Risk Consultant
Industry Banking
Experience
RBC April 2014 - Present
RBC August 2013 - February 2014
Dhar Consulting Inc. January 2013 - July 2013
National Bank of Canada January 2008 - December 2012
Royal Bank of Canada July 2004 - December 2007
IBM July 2002 - July 2004
PwC January 2000 - June 2002
Bankers Trust June 1997 - December 1999
Thomson Reuters November 1994 - May 1997
Bank of Tokyo-Mitsubishi UFJ April 1993 - October 1994
Skills
Banking, Business Analysis, Market Risk, Risk Management, Basel II, IT Strategy, Management Consulting, Stress Testing, Basel III, Enterprise Performance..., Credit Risk, Operational Risk, Requirements Analysis, Project Management, Stakeholder Management, Communication, Team Management, RAROC, Financial Risk, Capital Markets, Management, PMO, Governance
Education
International University of Japan 1990 — 1992
MBA, International Finance
Indian Institute of Technology, Kanpur 1980 — 1985
Bachelor of Technology (B.Tech.), Mechanical Engineering
RBC April 2014 - Present
RBC August 2013 - February 2014
Dhar Consulting Inc. January 2013 - July 2013
National Bank of Canada January 2008 - December 2012
Royal Bank of Canada July 2004 - December 2007
IBM July 2002 - July 2004
PwC January 2000 - June 2002
Bankers Trust June 1997 - December 1999
Thomson Reuters November 1994 - May 1997
Bank of Tokyo-Mitsubishi UFJ April 1993 - October 1994
Skills
Banking, Business Analysis, Market Risk, Risk Management, Basel II, IT Strategy, Management Consulting, Stress Testing, Basel III, Enterprise Performance..., Credit Risk, Operational Risk, Requirements Analysis, Project Management, Stakeholder Management, Communication, Team Management, RAROC, Financial Risk, Capital Markets, Management, PMO, Governance
Education
International University of Japan 1990 — 1992
MBA, International Finance
Indian Institute of Technology, Kanpur 1980 — 1985
Bachelor of Technology (B.Tech.), Mechanical Engineering
Donal Finn's Bankers Trust Experience August 1998 - May 1999
Job Program Manager at RBC
Industry Investment Banking
Experience
RBC October 2013 - Present
The Finn Group September 2011 - Present
TD Securities March 2009 - August 2011
The Finn Group October 2007 - March 2009
CIBC November 2001 - September 2006
Deutsche Bank June 1999 - September 2001
Bankers Trust August 1998 - May 1999
Barclays Capital April 1996 - August 1998
Salomon Brothers September 1987 - July 1995
American Express September 1983 - August 1987
Skills
Operations Risk..., Global Settlements, Operations Control, Centralised..., CCP Exchanges and..., Mergers and Integrations, System Migrations, MIS/Risk Management..., Network Management, Exchange Traded..., Precious Metals, Commodities, Data Management, Purchasing and..., Vendor Management, Basel III and..., Large Program Management, Account Reconciliation, Commodity, Clearing, Auditing, Back Office, Banking
Education
Institute of Chartered Accountants in England and Wales
PEII Finalist, Chartered Accountant
University of Greenwich
Diploma, Accounting Foundation
Wimbledon College
Wimbledon College
Wimbledon College
RBC October 2013 - Present
The Finn Group September 2011 - Present
TD Securities March 2009 - August 2011
The Finn Group October 2007 - March 2009
CIBC November 2001 - September 2006
Deutsche Bank June 1999 - September 2001
Bankers Trust August 1998 - May 1999
Barclays Capital April 1996 - August 1998
Salomon Brothers September 1987 - July 1995
American Express September 1983 - August 1987
Skills
Operations Risk..., Global Settlements, Operations Control, Centralised..., CCP Exchanges and..., Mergers and Integrations, System Migrations, MIS/Risk Management..., Network Management, Exchange Traded..., Precious Metals, Commodities, Data Management, Purchasing and..., Vendor Management, Basel III and..., Large Program Management, Account Reconciliation, Commodity, Clearing, Auditing, Back Office, Banking
Education
Institute of Chartered Accountants in England and Wales
PEII Finalist, Chartered Accountant
University of Greenwich
Diploma, Accounting Foundation
Wimbledon College
Wimbledon College
Wimbledon College
Andy Garman's Bankers Trust Experience 1996 - 1998
Job Managing Partner, New Venture Partners
Industry Venture Capital & Private Equity
Experience
New Venture Partners 2001 - Present
Lucent Technologies 1998 - 2002
Bankers Trust 1996 - 1998
Xerox 1990 - 1996
Skills
Corporate Development, Start-ups, Venture Capital, Entrepreneurship, Due Diligence, Intellectual Property, Product Management, Strategic Partnerships, Business Development, Business Strategy, Innovation Management, Commercialization, Management Consulting, Mergers & Acquisitions, Strategy, Go-to-market Strategy, Investments, Valuation, Joint Ventures, Angel Investing, Financial Modeling, Private Equity, Product Development, Strategic Planning, Restructuring, Emerging Markets, Financial Analysis, Business Planning, Business Modeling, Management, Mobile Devices, Cleantech, Venture Financing, M&A experience, Executive Management, Growth Capital
Education
Stanford University Graduate School of Business 1985 — 1987
MBA, Business
Stanford University 1980 — 1982
MS, Mechanical Engineering
Harvard University 1976 — 1980
AB, Engineering and Applied Physics
New Venture Partners 2001 - Present
Lucent Technologies 1998 - 2002
Bankers Trust 1996 - 1998
Xerox 1990 - 1996
Skills
Corporate Development, Start-ups, Venture Capital, Entrepreneurship, Due Diligence, Intellectual Property, Product Management, Strategic Partnerships, Business Development, Business Strategy, Innovation Management, Commercialization, Management Consulting, Mergers & Acquisitions, Strategy, Go-to-market Strategy, Investments, Valuation, Joint Ventures, Angel Investing, Financial Modeling, Private Equity, Product Development, Strategic Planning, Restructuring, Emerging Markets, Financial Analysis, Business Planning, Business Modeling, Management, Mobile Devices, Cleantech, Venture Financing, M&A experience, Executive Management, Growth Capital
Education
Stanford University Graduate School of Business 1985 — 1987
MBA, Business
Stanford University 1980 — 1982
MS, Mechanical Engineering
Harvard University 1976 — 1980
AB, Engineering and Applied Physics
Nicolas Patard's Bankers Trust Experience May 1998 - August 1999
Job Managing Director, Global Equity Derivatives at National Bank of Canada
Industry Capital Markets
Experience
National Bank of Canada March 2000 - Present
Deutsche Bank August 1999 - March 2000
Bankers Trust May 1998 - August 1999
Skills
Derivatives, Structuring, Equities, Institutional, Retail, Equity Derivatives, Financial Markets, Options, Structured Products, High Net Worth..., Fixed Income, ETFs, Financial Structuring, Structured Finance, Portfolio Management, Equity Research, Securities, Hedge Funds, Credit Risk, Asset Allocation, Investment Strategies, Mutual Funds, Trading, Capital Markets, Alternative Investments, Investments
Education
HEC Montreal 1997 — 1999
Masters of Science (M. Sc.), Finance
McGill University 1994 — 1997
Bachelor of Commerce, Finance
Collège Jean-de-Brébeuf 1992 — 1994
DEC, Sciences
National Bank of Canada March 2000 - Present
Deutsche Bank August 1999 - March 2000
Bankers Trust May 1998 - August 1999
Skills
Derivatives, Structuring, Equities, Institutional, Retail, Equity Derivatives, Financial Markets, Options, Structured Products, High Net Worth..., Fixed Income, ETFs, Financial Structuring, Structured Finance, Portfolio Management, Equity Research, Securities, Hedge Funds, Credit Risk, Asset Allocation, Investment Strategies, Mutual Funds, Trading, Capital Markets, Alternative Investments, Investments
Education
HEC Montreal 1997 — 1999
Masters of Science (M. Sc.), Finance
McGill University 1994 — 1997
Bachelor of Commerce, Finance
Collège Jean-de-Brébeuf 1992 — 1994
DEC, Sciences
Carmelo Rizzo's Bankers Trust Experience 1984 - 1990
Job Manager at Affiliated Computer Services
Industry Human Resources
Experience
Affiliated Computer Services September 2006 - Present
Affiliated Computer Services August 2002 - September 2006
Morgan Stanley January 2000 - November 2001
Morgan Stanley April 1999 - January 2001
MetLife April 1994 - May 1999
MetLife October 1992 - April 1994
MetLife April 1990 - October 1992
Bankers Trust 1984 - 1990
Skills
Project Management, Business Analysis, Training, Mergers & Acquisitions, Management, Change Management, Employee Benefits, CRM, Analysis, Leadership, Outsourcing, Budgets, Team Management, Business Planning, Vendor Management
Education
Hofstra University 1980 — 1984
BBS, Finance
Affiliated Computer Services September 2006 - Present
Affiliated Computer Services August 2002 - September 2006
Morgan Stanley January 2000 - November 2001
Morgan Stanley April 1999 - January 2001
MetLife April 1994 - May 1999
MetLife October 1992 - April 1994
MetLife April 1990 - October 1992
Bankers Trust 1984 - 1990
Skills
Project Management, Business Analysis, Training, Mergers & Acquisitions, Management, Change Management, Employee Benefits, CRM, Analysis, Leadership, Outsourcing, Budgets, Team Management, Business Planning, Vendor Management
Education
Hofstra University 1980 — 1984
BBS, Finance
Julian Bott's Bankers Trust Experience September 1984 - January 1997
Job EVP and CFO at SandRidge Energy
Industry Oil & Energy
Experience
SandRidge Energy August 2015 - Present
EQT Midstream Partners May 2012 - Present
Texas American Resources Company December 2009 - August 2015
Kensington Energy Partners January 2009 - November 2009
3dMD January 2005 - December 2008
TD Securities January 1997 - June 2003
TD Securities 1999 - 2002
Bankers Trust September 1984 - January 1997
Skills
Structured Finance, Investment Banking, Hedge Funds, Mergers & Acquisitions, Risk Management, Project Finance, Private Equity, Financial Modeling, Corporate Finance, Leveraged Finance, Capital Markets, Valuation, Financial Analysis, Due Diligence, Management, Divestitures, Finance
Education
Rice University - Jesse H. Jones Graduate School of Management 1987 — 1990
MBA, Finance, General
Harvard University 1980 — 1984
AB, Economics
SandRidge Energy August 2015 - Present
EQT Midstream Partners May 2012 - Present
Texas American Resources Company December 2009 - August 2015
Kensington Energy Partners January 2009 - November 2009
3dMD January 2005 - December 2008
TD Securities January 1997 - June 2003
TD Securities 1999 - 2002
Bankers Trust September 1984 - January 1997
Skills
Structured Finance, Investment Banking, Hedge Funds, Mergers & Acquisitions, Risk Management, Project Finance, Private Equity, Financial Modeling, Corporate Finance, Leveraged Finance, Capital Markets, Valuation, Financial Analysis, Due Diligence, Management, Divestitures, Finance
Education
Rice University - Jesse H. Jones Graduate School of Management 1987 — 1990
MBA, Finance, General
Harvard University 1980 — 1984
AB, Economics
Emmanuel Durand's Bankers Trust Experience 1991 - 1999
Job Managing Director, Global Head of Mergers and Acquisitions at Rabobank
Industry Banking
Experience
Rabobank April 2001 - Present
Salomon Smith Barney 2000 - 2001
Bankers Trust 1991 - 1999
Education
Harvard Business School 1989 — 1991
Lycee victor duruy 1975 — 1981
Rabobank April 2001 - Present
Salomon Smith Barney 2000 - 2001
Bankers Trust 1991 - 1999
Education
Harvard Business School 1989 — 1991
Lycee victor duruy 1975 — 1981
Paul Legrand's Bankers Trust Experience 1975 - 1985
Job President, Divorce Financial Planning LLC
Industry Financial Services
Experience
Divorce Financial Planning, LLC April 2010 - Present
Gleacher and Company July 2010 - April 2013
Countrywide Securities Corporation 2006 - 2008
Barclays Capital 2000 - 2006
Aubrey G. Lanston & Company Inc. 1997 - 2000
Yamaichi International (America) Inc 1993 - 1997
Carroll McEntee & McGinley Inc. 1986 - 1993
Bankers Trust 1975 - 1985
Skills
Fixed Income, Derivatives, Trading, Investment Banking, Asset Managment, Capital Markets, ABS, Trading Systems, Hedge Funds, Alternative Investments, Portfolio Management, Bonds, Options, Interest Rate..., Equities, Securities, Structured Products, Bloomberg, Asset Management, Series 7
Education
Harvard Business School
Master of Business Administration (MBA), Finance, General
Lehigh University - College of Business and Economics
Bachelor of Science (BS), Finance
Divorce Financial Planning, LLC April 2010 - Present
Gleacher and Company July 2010 - April 2013
Countrywide Securities Corporation 2006 - 2008
Barclays Capital 2000 - 2006
Aubrey G. Lanston & Company Inc. 1997 - 2000
Yamaichi International (America) Inc 1993 - 1997
Carroll McEntee & McGinley Inc. 1986 - 1993
Bankers Trust 1975 - 1985
Skills
Fixed Income, Derivatives, Trading, Investment Banking, Asset Managment, Capital Markets, ABS, Trading Systems, Hedge Funds, Alternative Investments, Portfolio Management, Bonds, Options, Interest Rate..., Equities, Securities, Structured Products, Bloomberg, Asset Management, Series 7
Education
Harvard Business School
Master of Business Administration (MBA), Finance, General
Lehigh University - College of Business and Economics
Bachelor of Science (BS), Finance
Jim Seymour's Bankers Trust Experience June 1975 - June 1993
Job Managing Partner at Pontefract Global Strategies, LLC
Industry Venture Capital & Private Equity
Experience
Social Enterprise Greenhouse 2012 - Present
Pontefract Global Strategies, LLC January 2009 - Present
EMP Global July 2006 - July 2010
Commonfund Capital June 1993 - June 2006
Bankers Trust June 1975 - June 1993
Skills
Private Equity, Financial Services, Investments, Fund Of Funds, Emerging Markets, Due Diligence, Venture Capital, Corporate Finance, Funding, Financial Advisory, Hedge Funds, Investor Relations, Valuation, Capital Markets, Investment Banking, Alternative Investments, Private Placements, Financial Modeling, Investment Management, Mutual Funds
Education
Harvard Business School 1973 — 1975
MBA, International Finance
Yale University 1965 — 1969
BA, Political Science/International Relations
Pomfret School 1961 — 1965
Social Enterprise Greenhouse 2012 - Present
Pontefract Global Strategies, LLC January 2009 - Present
EMP Global July 2006 - July 2010
Commonfund Capital June 1993 - June 2006
Bankers Trust June 1975 - June 1993
Skills
Private Equity, Financial Services, Investments, Fund Of Funds, Emerging Markets, Due Diligence, Venture Capital, Corporate Finance, Funding, Financial Advisory, Hedge Funds, Investor Relations, Valuation, Capital Markets, Investment Banking, Alternative Investments, Private Placements, Financial Modeling, Investment Management, Mutual Funds
Education
Harvard Business School 1973 — 1975
MBA, International Finance
Yale University 1965 — 1969
BA, Political Science/International Relations
Pomfret School 1961 — 1965
Elizabeth Ruml's Bankers Trust Experience February 1998 - June 1999
Job Financial Executive
Industry Financial Services
Experience
Vermont Center for Ecostudies 2013 - Present
American Prairie Foundation 2001 - Present
Deutsche Bank June 1999 - October 1999
Bankers Trust February 1998 - June 1999
Salomon Brothers May 1993 - December 1997
Bankers Trust January 1978 - April 1993
Skills
Risk Management, Portfolio Management, Capital Markets, Credit, Derivatives, Financial Risk, Project Management, Strategic Planning, Financial Modeling, Management, Credit Risk
Education
New York University - Leonard N. Stern School of Business 1976 — 1978
M.B.A.
Harvard University 1970 — 1974
A.B.
Vermont Center for Ecostudies 2013 - Present
American Prairie Foundation 2001 - Present
Deutsche Bank June 1999 - October 1999
Bankers Trust February 1998 - June 1999
Salomon Brothers May 1993 - December 1997
Bankers Trust January 1978 - April 1993
Skills
Risk Management, Portfolio Management, Capital Markets, Credit, Derivatives, Financial Risk, Project Management, Strategic Planning, Financial Modeling, Management, Credit Risk
Education
New York University - Leonard N. Stern School of Business 1976 — 1978
M.B.A.
Harvard University 1970 — 1974
A.B.
Linda Cowger's Bankers Trust Experience 2000 - 2011
Job Lockbox Managing Officer at Bankers Trust Company
Industry Banking
Experience
Iowa Homeless Youth Center 2001 - Present
Bankers Trust Company June 2000 - Present
Bankers Trust 2000 - 2011
Education
Iowa State University 1967 — 1969
Iowa Homeless Youth Center 2001 - Present
Bankers Trust Company June 2000 - Present
Bankers Trust 2000 - 2011
Education
Iowa State University 1967 — 1969
Rick Holzinger's Bankers Trust Experience 1989 - 1996
Job Head of Investor Relations at Build America Mutual Assurance Company
Industry Financial Services
Experience
Build America Mutual Assurance Company August 2012 - Present
Greens Farms Academy 2010 - Present
CIFG January 2009 - Present
FTI Consulting, Inc. April 2010 - July 2012
Financial Security Assurance 1996 - 2008
Bankers Trust 1989 - 1996
PaineWebber 1987 - 1989
Dewey Ballantine LLP 1983 - 1985
Skills
Structured Finance, Fixed Income, Investments, Project Finance, Finance, Capital Markets, Securitization, Due Diligence, Financial Structuring, Investment Banking, Securities, ABS, Structured Products
Education
The University of Texas School of Law 1979 — 1982
JD, with honors, Law
Harvard University 1975 — 1979
Bachelor of Arts, Government and Economics
Build America Mutual Assurance Company August 2012 - Present
Greens Farms Academy 2010 - Present
CIFG January 2009 - Present
FTI Consulting, Inc. April 2010 - July 2012
Financial Security Assurance 1996 - 2008
Bankers Trust 1989 - 1996
PaineWebber 1987 - 1989
Dewey Ballantine LLP 1983 - 1985
Skills
Structured Finance, Fixed Income, Investments, Project Finance, Finance, Capital Markets, Securitization, Due Diligence, Financial Structuring, Investment Banking, Securities, ABS, Structured Products
Education
The University of Texas School of Law 1979 — 1982
JD, with honors, Law
Harvard University 1975 — 1979
Bachelor of Arts, Government and Economics
Larry Goldsmith's Bankers Trust Experience 1989 - 1993
Job President at Triad Securities Corp
Industry Financial Services
Experience
Triad Securities Corp June 2013 - Present
triad securities corp. January 1994 - May 2013
Bankers Trust 1989 - 1993
Thomson McKinnon Securities 1985 - 1989
Thomson Mckinnon 1985 - 1989
Education
Hofstra University 1981 — 1985
Saratoga Springs High School 1978 — 1981
Triad Securities Corp June 2013 - Present
triad securities corp. January 1994 - May 2013
Bankers Trust 1989 - 1993
Thomson McKinnon Securities 1985 - 1989
Thomson Mckinnon 1985 - 1989
Education
Hofstra University 1981 — 1985
Saratoga Springs High School 1978 — 1981
Jason Blum's Bankers Trust Experience May 2000 - August 2000
Job Senior Emergency Management Program Specialist Response Division at DHS FEMA
Industry Government Administration
Experience
FEMA November 2014 - Present
DHS FEMA January 2011 - November 2014
DHS / FEMA September 2008 - January 2012
US Army January 2006 - September 2008
US Army January 2002 - January 2006
National Indemnity Company, N.A. June 2001 - December 2001
Bankers Trust May 2000 - August 2000
Iowa State Senate September 1999 - April 2000
Skills
Policy, Emergency Management, Management, Military, Government, Program Management, Analysis, Training, Leadership, Project Management, Change Management, Strategic Planning, Army, Disaster Response, Homeland Security
Education
Northwestern University 2009 — 2011
MPPA, Public Policy
Iowa State University 1998 — 2001
Bachelor of Science (B.S.), Finance, General
Simpson College 1997 — 1998
None, Business Administration and Management, General
FEMA November 2014 - Present
DHS FEMA January 2011 - November 2014
DHS / FEMA September 2008 - January 2012
US Army January 2006 - September 2008
US Army January 2002 - January 2006
National Indemnity Company, N.A. June 2001 - December 2001
Bankers Trust May 2000 - August 2000
Iowa State Senate September 1999 - April 2000
Skills
Policy, Emergency Management, Management, Military, Government, Program Management, Analysis, Training, Leadership, Project Management, Change Management, Strategic Planning, Army, Disaster Response, Homeland Security
Education
Northwestern University 2009 — 2011
MPPA, Public Policy
Iowa State University 1998 — 2001
Bachelor of Science (B.S.), Finance, General
Simpson College 1997 — 1998
None, Business Administration and Management, General
Lynn Salvage's Bankers Trust Experience June 1970 - February 1977
Job PresidentatLarge at Education Affiliates, Inc
Industry Education Management
Experience
Education Affiliates, Inc January 2013 - Present
St. Paul's School of Nursing November 2009 - January 2013
Brooks College September 2006 - March 2007
Katharine Gibbs Colleges November 2004 - March 2007
Sanford Brown Institute November 2003 - November 2004
Briarcliffe College December 2001 - November 2003
Katharine Gibbs Schools, Inc. January 1980 - January 1983
First Women's Bank February 1977 - February 1980
US Treasury June 1976 - February 1977
Bankers Trust June 1970 - February 1977
Skills
Higher Education, Accreditation, Strategic Planning, Staff Development, Budgeting, Public Speaking, Non-profits, Team Building, Academic Administration, Customer Relations, Student Services, Administration, Supervisory Skills, Teaching, Student Affairs, Campus, Budgets, Recruiting, Resume Writing, Admissions, System Administration, PowerPoint, Customer Service, Nonprofits, Adult Education, Educational Leadership, Student Financial Aid, Career Development, Career Counseling, Leadership Development, E-Learning, Curriculum Development, Distance Learning
Education
Harvard Business School
MBA, International Finance
Harvard Business School
Smaller Company Management Program
University of Pennsylvania
BA/MA, Comparative Literature and Germanics
Education Affiliates, Inc January 2013 - Present
St. Paul's School of Nursing November 2009 - January 2013
Brooks College September 2006 - March 2007
Katharine Gibbs Colleges November 2004 - March 2007
Sanford Brown Institute November 2003 - November 2004
Briarcliffe College December 2001 - November 2003
Katharine Gibbs Schools, Inc. January 1980 - January 1983
First Women's Bank February 1977 - February 1980
US Treasury June 1976 - February 1977
Bankers Trust June 1970 - February 1977
Skills
Higher Education, Accreditation, Strategic Planning, Staff Development, Budgeting, Public Speaking, Non-profits, Team Building, Academic Administration, Customer Relations, Student Services, Administration, Supervisory Skills, Teaching, Student Affairs, Campus, Budgets, Recruiting, Resume Writing, Admissions, System Administration, PowerPoint, Customer Service, Nonprofits, Adult Education, Educational Leadership, Student Financial Aid, Career Development, Career Counseling, Leadership Development, E-Learning, Curriculum Development, Distance Learning
Education
Harvard Business School
MBA, International Finance
Harvard Business School
Smaller Company Management Program
University of Pennsylvania
BA/MA, Comparative Literature and Germanics
Darcy Bradbury's Bankers Trust Experience 1997 - 2000
Job Managing Director, the D. E. Shaw group
Industry Investment Management
Experience
the D. E. Shaw Group June 2007 - Present
Managed Funds Association September 2009 - October 2011
Managed Funds Association 2008 - 2009
The Blackstone Group 2004 - 2007
Gevity HR 2001 - 2007
Mezzacappa Management 2001 - 2004
Bankers Trust 1997 - 2000
U. S. Treasury 1993 - 1996
New York City Comptroller's Office 1990 - 1993
Credit Suisse First Boston 1986 - 1989
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Managment, Investments, Equities, Due Diligence, Portfolio Management, Venture Capital, Capital Markets, Fixed Income, Investment Banking, Derivatives, Securities, Valuation, Investor Relations, Mergers, Fund Of Funds, Investment Management, Financial Modeling
Education
Harvard Business School
MBA
Harvard University
MBA, AB
the D. E. Shaw Group June 2007 - Present
Managed Funds Association September 2009 - October 2011
Managed Funds Association 2008 - 2009
The Blackstone Group 2004 - 2007
Gevity HR 2001 - 2007
Mezzacappa Management 2001 - 2004
Bankers Trust 1997 - 2000
U. S. Treasury 1993 - 1996
New York City Comptroller's Office 1990 - 1993
Credit Suisse First Boston 1986 - 1989
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Managment, Investments, Equities, Due Diligence, Portfolio Management, Venture Capital, Capital Markets, Fixed Income, Investment Banking, Derivatives, Securities, Valuation, Investor Relations, Mergers, Fund Of Funds, Investment Management, Financial Modeling
Education
Harvard Business School
MBA
Harvard University
MBA, AB
Milton Miyashiro's Bankers Trust Experience December 1992 - October 1994
Job Head of Regulatory Compliance for Evaluations at Thomson Reuters
Industry Investment Banking
Experience
Thomson Reuters June 2012 - Present
Merrill Lynch Pierce Fenner & Smith March 2010 - May 2012
Thomson Reuters August 2009 - March 2010
JPMorgan May 2008 - August 2009
Bear Stearns 1999 - 2008
Price Waterhouse Coopers December 1997 - December 1998
ABN AMRO Bank (LaSalle Bank NA) 1994 - 1997
Bankers Trust December 1992 - October 1994
Security Pacific Bank May 1991 - August 1992
Smith, Linden, & Basso January 1988 - April 1991
Education
Golden Gate University 1990 — 1993
MS, Taxation
University of Notre Dame 1983 — 1987
BBA, Accountancy
Thomson Reuters June 2012 - Present
Merrill Lynch Pierce Fenner & Smith March 2010 - May 2012
Thomson Reuters August 2009 - March 2010
JPMorgan May 2008 - August 2009
Bear Stearns 1999 - 2008
Price Waterhouse Coopers December 1997 - December 1998
ABN AMRO Bank (LaSalle Bank NA) 1994 - 1997
Bankers Trust December 1992 - October 1994
Security Pacific Bank May 1991 - August 1992
Smith, Linden, & Basso January 1988 - April 1991
Education
Golden Gate University 1990 — 1993
MS, Taxation
University of Notre Dame 1983 — 1987
BBA, Accountancy
Margaret Dellafera's Bankers Trust Experience September 1992 - January 1996
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse Vice PresidentDonaldson, Lufkin & JenretteJanuary 1996 - December 2000
Bankers Trust September 1992 - January 1996
Education
Georgetown University
BS, Foreign Service
Credit Suisse Vice PresidentDonaldson, Lufkin & JenretteJanuary 1996 - December 2000
Bankers Trust September 1992 - January 1996
Education
Georgetown University
BS, Foreign Service
Irene Garber's Bankers Trust Experience June 1997 - June 1999
Job Equity Derivatives Portfolio Manager
Industry Financial Services
Experience
Capstone Investment Advisors January 2013 - March 2014
Barclays Capital October 2008 - December 2012
Lehman Brothers June 2003 - October 2008
Swiss Re September 2005 - August 2006
Commerzbank March 2000 - June 2003
Maple Partners June 1999 - March 2003
Bankers Trust June 1997 - June 1999
Skills
Equity Derivatives, Trading, Derivatives, Equities, Capital Markets, Portfolio Management
Education
Harvard University
1997
Capstone Investment Advisors January 2013 - March 2014
Barclays Capital October 2008 - December 2012
Lehman Brothers June 2003 - October 2008
Swiss Re September 2005 - August 2006
Commerzbank March 2000 - June 2003
Maple Partners June 1999 - March 2003
Bankers Trust June 1997 - June 1999
Skills
Equity Derivatives, Trading, Derivatives, Equities, Capital Markets, Portfolio Management
Education
Harvard University
1997
Sam Fleischman's Bankers Trust Experience March 1990 - May 1991
Job Executive Director, Inv Banking Division Compliance at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank March 2001 - Present
Donaldson, Lufkin & Jenrette 1998 - 2001
Citibank 1995 - 1998
NatWest 1991 - 1995
Bankers Trust March 1990 - May 1991
Drexel Burnham Lambert July 1988 - February 1990
Shearson Lehman 1987 - 1988
Education
Indiana University - Kelley School of Business 1982 — 1986
B.S, Marketing/Advertising
Central High School
UBS Investment Bank March 2001 - Present
Donaldson, Lufkin & Jenrette 1998 - 2001
Citibank 1995 - 1998
NatWest 1991 - 1995
Bankers Trust March 1990 - May 1991
Drexel Burnham Lambert July 1988 - February 1990
Shearson Lehman 1987 - 1988
Education
Indiana University - Kelley School of Business 1982 — 1986
B.S, Marketing/Advertising
Central High School
Barry Abrams's Bankers Trust Experience 1993 - 1995
Job Senior Director, Product Management and Marketing Communications, Columbia Management
Industry Financial Services
Experience
J&W Seligman 1997 - Present
Dreyfus 1995 - 1997
Bankers Trust 1993 - 1995
Skills
Asset Management, Series 7, Financial Services, Alternative Investments, Mutual Funds, Investments, Asset Allocation, Equities, Securities, Hedge Funds, Investment Management, Marketing Communications
Education
Harvard University
The George Washington University
J&W Seligman 1997 - Present
Dreyfus 1995 - 1997
Bankers Trust 1993 - 1995
Skills
Asset Management, Series 7, Financial Services, Alternative Investments, Mutual Funds, Investments, Asset Allocation, Equities, Securities, Hedge Funds, Investment Management, Marketing Communications
Education
Harvard University
The George Washington University
Krishnan Nambiar's Bankers Trust Experience December 1985 - May 1988
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2007 - Present
Merrill Lynch February 1991 - February 2007
Chase August 1989 - January 1991
Pershing, a BNY Mellon company June 1988 - July 1989
Bankers Trust December 1985 - May 1988
Royal Insurance October 1984 - October 1985
Riyam Investments March 1983 - September 1984
Fluor Corporation November 1981 - July 1982
Skills
Derivatives, Asset Management, Risk Management, Financial Services, Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, Equities, Capital Markets, SQL, Investment Banking, Bloomberg, Portfolio Management, Trading Systems, Alternative Investments, Securities, Investments
Education
Indian Statistical Institute 1979 — 1981
Master of Technology (M.Tech.), Computer Science
Indian Institute of Technology, Madras 1977 — 1979
Master of Science (M.Sc.), Mathematics
Bank of America Merrill Lynch March 2007 - Present
Merrill Lynch February 1991 - February 2007
Chase August 1989 - January 1991
Pershing, a BNY Mellon company June 1988 - July 1989
Bankers Trust December 1985 - May 1988
Royal Insurance October 1984 - October 1985
Riyam Investments March 1983 - September 1984
Fluor Corporation November 1981 - July 1982
Skills
Derivatives, Asset Management, Risk Management, Financial Services, Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, Equities, Capital Markets, SQL, Investment Banking, Bloomberg, Portfolio Management, Trading Systems, Alternative Investments, Securities, Investments
Education
Indian Statistical Institute 1979 — 1981
Master of Technology (M.Tech.), Computer Science
Indian Institute of Technology, Madras 1977 — 1979
Master of Science (M.Sc.), Mathematics
Liz Strawbridge's Bankers Trust Experience 1996 - 1998
Job Director International Sales at Citigroup
Industry Banking
Experience
Citigroup salescitigroup1996 - 2008
bankers trust 1996 - 1998
Education
Heriot-Watt University 1992 — 1996
MA Hons, International Business and Languages
Citigroup salescitigroup1996 - 2008
bankers trust 1996 - 1998
Education
Heriot-Watt University 1992 — 1996
MA Hons, International Business and Languages
Michael D'Emic, Ph.D.'s Bankers Trust Experience April 1981 - April 1994
Job Senior Advisor at Worldwide Capital Advisory Partners
Industry Higher Education
Experience
Worldwide Capital Advisory Partners August 2013 - Present
New York University Polytechnic School of Engineering September 2006 - Present
American Stock Exchange July 1998 - July 2005
International Monetary Fund June 1994 - July 1998
Bankers Trust April 1981 - April 1994
Price Waterhouse July 1978 - April 1981
Deloitte & Co. August 1975 - August 1976
Skills
Risk Management, Corporate Finance, Finance, Capital Markets, Research, Governance, Due Diligence, Investments, Financial Analysis, Mergers, Data Analysis, Strategic Planning, Equities, Entrepreneurship, Business Analysis, Mergers & Acquisitions, Business Process...
Education
National University of Ireland (University College, Cork) 2006 — 2010
Ph.D., Financial Economic History
Trinity College, Dublin 1972 — 1977
M.Litt., MBA
Georgetown University 1968 — 1972
B.S. (summa cum laude), Spanish, Russian
Worldwide Capital Advisory Partners August 2013 - Present
New York University Polytechnic School of Engineering September 2006 - Present
American Stock Exchange July 1998 - July 2005
International Monetary Fund June 1994 - July 1998
Bankers Trust April 1981 - April 1994
Price Waterhouse July 1978 - April 1981
Deloitte & Co. August 1975 - August 1976
Skills
Risk Management, Corporate Finance, Finance, Capital Markets, Research, Governance, Due Diligence, Investments, Financial Analysis, Mergers, Data Analysis, Strategic Planning, Equities, Entrepreneurship, Business Analysis, Mergers & Acquisitions, Business Process...
Education
National University of Ireland (University College, Cork) 2006 — 2010
Ph.D., Financial Economic History
Trinity College, Dublin 1972 — 1977
M.Litt., MBA
Georgetown University 1968 — 1972
B.S. (summa cum laude), Spanish, Russian
Lisa Vaillencourt's Bankers Trust Experience June 1996 - September 1998
Job Field Management Operational Risk Officer, U.S. Wealth Management, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Morgan Stanley December 2004 - Present
Morgan Stanley April 2009 - July 2014
Morgan Stanley December 2003 - March 2009
Morgan Stanley September 1998 - December 2003
Bankers Trust June 1996 - September 1998
Skills
Client Service, Risk, Prime Brokerage, Hedge Funds, Operational Risk, Product Development, Banking Operations, Financial Risk, Financial Services, Fixed Income, FX Options, Private Banking, Management Consulting, Electronic Trading, Series 7, Equity Derivatives, Credit Derivatives, Investment Banking, Equities, Securities, Series 63, Corporate Actions, Back Office, FINRA, Interest Rate..., Risk Management, Funding, Options, Alternative Investments, Settlement, Corporate Finance, Global Custody, Asset Management, Relationship Management, Core Banking, Capital Markets, Securities Lending, Bonds, Swaps, Trading, Trading Systems, Wealth Management, Derivatives, Emerging Markets, Financial Markets, Operational Risk..., Portfolio Management, Middle Office, Mutual Funds, Structured Products
Education
Harvard University 1992 — 1996
BA, Government, Economics, History, Drama
Morgan Stanley July 2014 - Present
Morgan Stanley December 2004 - Present
Morgan Stanley April 2009 - July 2014
Morgan Stanley December 2003 - March 2009
Morgan Stanley September 1998 - December 2003
Bankers Trust June 1996 - September 1998
Skills
Client Service, Risk, Prime Brokerage, Hedge Funds, Operational Risk, Product Development, Banking Operations, Financial Risk, Financial Services, Fixed Income, FX Options, Private Banking, Management Consulting, Electronic Trading, Series 7, Equity Derivatives, Credit Derivatives, Investment Banking, Equities, Securities, Series 63, Corporate Actions, Back Office, FINRA, Interest Rate..., Risk Management, Funding, Options, Alternative Investments, Settlement, Corporate Finance, Global Custody, Asset Management, Relationship Management, Core Banking, Capital Markets, Securities Lending, Bonds, Swaps, Trading, Trading Systems, Wealth Management, Derivatives, Emerging Markets, Financial Markets, Operational Risk..., Portfolio Management, Middle Office, Mutual Funds, Structured Products
Education
Harvard University 1992 — 1996
BA, Government, Economics, History, Drama
Sandra Weddington's Bankers Trust Experience 1983 - 1985
Job Administrative Assistant IPlanning & Development at City of North Myrtle Beach
Industry Government Administration
Experience
City of North Myrtle Beach February 2007 - Present
Coastal Federal Bank September 2006 - February 2007
Bellamy Law Firm April 2006 - September 2006
Murray Law Offices 2005 - 2006
Weddington Business Associates May 1994 - April 2004
Bankers Trust 1983 - 1985
Skills
Public Speaking, Customer Service, Software Documentation, Loans, Real Estate, Mortgage Lending, Filing, Fax, Microsoft Office, Public Relations, Receptionist Duties, Team Leadership, Government, Document Preparation, Administrative..., File Management, Office Equipment, Electronic Filing, Legal Documents, Wordperfect, Spreadsheets, Clerical Work, Business Correspondence, Land Use, Calendaring, Executive Level..., Dictaphone, Medical Transcription, Transcription, Copying, Records Management, Switchboard, Switchboard Operator, General Office Skills, Clerical Skills, High Level Of..., Mail Merge, Confidentiality, Mail Sorting, Meeting Scheduling, Administrative Office..., Bulk Mailing, Executive..., Copy Typing
Education
Horry Georgetown Technical College 1992 — 1993
Medical Terminology/Coding Certificate, Medical Terminology, A
Horry-Georgetown Technical College 1990 — 1991
Certificate, Legal Assistant/Paralegal
Horry Georgetown Technical College 1988 — 1989
Paralegal Certificate, Paralegal, A
City of North Myrtle Beach February 2007 - Present
Coastal Federal Bank September 2006 - February 2007
Bellamy Law Firm April 2006 - September 2006
Murray Law Offices 2005 - 2006
Weddington Business Associates May 1994 - April 2004
Bankers Trust 1983 - 1985
Skills
Public Speaking, Customer Service, Software Documentation, Loans, Real Estate, Mortgage Lending, Filing, Fax, Microsoft Office, Public Relations, Receptionist Duties, Team Leadership, Government, Document Preparation, Administrative..., File Management, Office Equipment, Electronic Filing, Legal Documents, Wordperfect, Spreadsheets, Clerical Work, Business Correspondence, Land Use, Calendaring, Executive Level..., Dictaphone, Medical Transcription, Transcription, Copying, Records Management, Switchboard, Switchboard Operator, General Office Skills, Clerical Skills, High Level Of..., Mail Merge, Confidentiality, Mail Sorting, Meeting Scheduling, Administrative Office..., Bulk Mailing, Executive..., Copy Typing
Education
Horry Georgetown Technical College 1992 — 1993
Medical Terminology/Coding Certificate, Medical Terminology, A
Horry-Georgetown Technical College 1990 — 1991
Certificate, Legal Assistant/Paralegal
Horry Georgetown Technical College 1988 — 1989
Paralegal Certificate, Paralegal, A
Aryeh Liwschitz's Bankers Trust Experience March 1992 - August 1996
Job Finance and Risk Management Professional
Industry Financial Services
Experience
Credit Agricole CIB May 2013 - December 2014
Pierpont Amherst Securities May 2010 - April 2013
Calyon June 2007 - April 2010
Credit Suisse January 2006 - April 2007
RBS Greenwich Capital May 2004 - December 2005
Commerzbank AG August 2001 - May 2004
Aurora Software August 2000 - February 2001
Morgan Stanley March 1997 - February 2000
Bankers Trust March 1992 - August 1996
Dime Savings Bank August 1990 - June 1991
Skills
Interest Rate..., Fixed Income, Derivatives, Swaps, Bonds, Electronic Trading, Hedging, Credit Derivatives, Trading Systems, Options, Capital Markets, Trading, Rates, Investment Banking, Interest Rate Swaps, FX Options, Risk Management, Equity Derivatives, Hedge Funds, Bloomberg, Trading Strategies, Technical Analysis, Proprietary Trading, MBS, Market Risk, Structured Products, Portfolio Management, Equities, Financial Markets, Financial Services, Investments, Finance, Financial Risk, Securities, Asset Management, Structured Finance, Series 7
Education
Indiana University Bloomington 1986 — 1989
B.Sc., Operations Research
CFA Level I Candidate
The Hebrew University
The Hebrew University
Credit Agricole CIB May 2013 - December 2014
Pierpont Amherst Securities May 2010 - April 2013
Calyon June 2007 - April 2010
Credit Suisse January 2006 - April 2007
RBS Greenwich Capital May 2004 - December 2005
Commerzbank AG August 2001 - May 2004
Aurora Software August 2000 - February 2001
Morgan Stanley March 1997 - February 2000
Bankers Trust March 1992 - August 1996
Dime Savings Bank August 1990 - June 1991
Skills
Interest Rate..., Fixed Income, Derivatives, Swaps, Bonds, Electronic Trading, Hedging, Credit Derivatives, Trading Systems, Options, Capital Markets, Trading, Rates, Investment Banking, Interest Rate Swaps, FX Options, Risk Management, Equity Derivatives, Hedge Funds, Bloomberg, Trading Strategies, Technical Analysis, Proprietary Trading, MBS, Market Risk, Structured Products, Portfolio Management, Equities, Financial Markets, Financial Services, Investments, Finance, Financial Risk, Securities, Asset Management, Structured Finance, Series 7
Education
Indiana University Bloomington 1986 — 1989
B.Sc., Operations Research
CFA Level I Candidate
The Hebrew University
The Hebrew University
Delethia Johnson's Bankers Trust Experience August 1997 - December 1999
Job SVP Operational Risk Manager
Industry Banking
Experience
Bank of America December 2013 - Present
Bank of America December 2010 - December 2013
Bank of America April 2006 - December 2010
Lehman Brothers May 2005 - April 2006
Citigroup December 1999 - May 2005
Bankers Trust August 1997 - December 1999
Skills
Certified Anti-Money..., Basel II, Operational Risk, Insider Trading, Bank Secrecy Act, Business Analysis, Project Management
Education
University of Maryland University College 2012 — 2016
MS, Database Systems Technology
Hofstra University
BBA, Accounting
Bank of America December 2013 - Present
Bank of America December 2010 - December 2013
Bank of America April 2006 - December 2010
Lehman Brothers May 2005 - April 2006
Citigroup December 1999 - May 2005
Bankers Trust August 1997 - December 1999
Skills
Certified Anti-Money..., Basel II, Operational Risk, Insider Trading, Bank Secrecy Act, Business Analysis, Project Management
Education
University of Maryland University College 2012 — 2016
MS, Database Systems Technology
Hofstra University
BBA, Accounting
Marcy Nelson's Bankers Trust Experience May 2015 - Present
Job Skincare Entrepreneur/Mortgage Originator
Industry Banking
Experience
Bankers Trust May 2015 - Present
Nerium International August 2014 - Present
Edward Jones August 2014 - March 2015
Great Western Bank March 2012 - August 2014
First American Bank June 2004 - March 2012
Hunziker & Associates, Inc. Realtors May 1998 - June 2004
Education
University of Northern Iowa 1996 — 1998
Bachelor Degree, Finance, Real Estate
Iowa Central Community College 1994 — 1996
Associate's degree
Bankers Trust May 2015 - Present
Nerium International August 2014 - Present
Edward Jones August 2014 - March 2015
Great Western Bank March 2012 - August 2014
First American Bank June 2004 - March 2012
Hunziker & Associates, Inc. Realtors May 1998 - June 2004
Education
University of Northern Iowa 1996 — 1998
Bachelor Degree, Finance, Real Estate
Iowa Central Community College 1994 — 1996
Associate's degree
J.R. Crawford's Bankers Trust Experience April 2011 - December 2011
Job Financial Settlements Project Manager/Tester at Elavon, Inc.
Industry Financial Services
Experience
The Home Depot May 2013 - October 2013
The Home Depot August 2012 - November 2012
Genuine Parts Company July 2012 - August 2012
The Home Depot March 2012 - June 2012
Bankers Trust April 2011 - December 2011
Fidelity National Information Services September 2006 - September 2008
Wells Fargo March 2004 - August 2005
Georgia Department of Revenue January 2003 - December 2003
Skills
Banking, PeopleSoft, Finance, Microsoft Office, Microsoft Excel, Data Analysis, Access, SDLC, Vendor Management, Risk Monitoring, Financial Services, Project Management, MS Project, Java, Software Development, JD Edwards, SQL, Databases, Software Quality..., Software Implementation, Foreign Currency..., QTP, Test Scripts, Agile Methodolgy, Test Case Generation, Functional Testing, Automation Testing, SharePoint, International Economics, Statistics, International Project..., Financial Analysis, Accounts Payable, Software Localization, Project Charter, Project Risk, Project Finance, Visio, WBS, Scrum, SAP, ERP, Revenue Generation, Technical Writing, International Accounting, Geopolitics, Six Sigma, KPI Reports, CA Clarity, TollGate
Education
Georgia Institute of Technology 2013 — 2013
Certification, Project Management
Georgia State University 2007 — 2010
Bachelor's degree, Economics
Georgia State University 2007 — 2010
Bachelor's degree, French
The Home Depot May 2013 - October 2013
The Home Depot August 2012 - November 2012
Genuine Parts Company July 2012 - August 2012
The Home Depot March 2012 - June 2012
Bankers Trust April 2011 - December 2011
Fidelity National Information Services September 2006 - September 2008
Wells Fargo March 2004 - August 2005
Georgia Department of Revenue January 2003 - December 2003
Skills
Banking, PeopleSoft, Finance, Microsoft Office, Microsoft Excel, Data Analysis, Access, SDLC, Vendor Management, Risk Monitoring, Financial Services, Project Management, MS Project, Java, Software Development, JD Edwards, SQL, Databases, Software Quality..., Software Implementation, Foreign Currency..., QTP, Test Scripts, Agile Methodolgy, Test Case Generation, Functional Testing, Automation Testing, SharePoint, International Economics, Statistics, International Project..., Financial Analysis, Accounts Payable, Software Localization, Project Charter, Project Risk, Project Finance, Visio, WBS, Scrum, SAP, ERP, Revenue Generation, Technical Writing, International Accounting, Geopolitics, Six Sigma, KPI Reports, CA Clarity, TollGate
Education
Georgia Institute of Technology 2013 — 2013
Certification, Project Management
Georgia State University 2007 — 2010
Bachelor's degree, Economics
Georgia State University 2007 — 2010
Bachelor's degree, French
Jennifer Bryant's Bankers Trust Experience May 2013 - Present
Job SVP, Human Resources at Bankers Trust
Industry Insurance
Experience
Bankers Trust May 2013 - Present
Aviva USA December 2008 - May 2013
Wells Fargo 2006 - 2008
Wells Fargo 2004 - 2006
Wells Fargo Home Mortgage 2001 - 2004
Upper Iowa University 2002 - 2002
Wells Fargo Home Mortgage 2000 - 2001
Upper Iowa University 2000 - 2000
Skills
Employee Benefits, Trusted Business Partner, Change Management, Recruiting, Executive Coaching, Deferred Compensation, Organizational..., Team Building, Organizational Design, HRIS, Workforce Planning, Executive Management, Benefits Administration, Executive Pay
Education
Iowa State University 1996 — 1998
Master of Science (M.S.), Industrial Relations
The University of Iowa 1990 — 1995
Bachelor's degree, Psychology
Bankers Trust May 2013 - Present
Aviva USA December 2008 - May 2013
Wells Fargo 2006 - 2008
Wells Fargo 2004 - 2006
Wells Fargo Home Mortgage 2001 - 2004
Upper Iowa University 2002 - 2002
Wells Fargo Home Mortgage 2000 - 2001
Upper Iowa University 2000 - 2000
Skills
Employee Benefits, Trusted Business Partner, Change Management, Recruiting, Executive Coaching, Deferred Compensation, Organizational..., Team Building, Organizational Design, HRIS, Workforce Planning, Executive Management, Benefits Administration, Executive Pay
Education
Iowa State University 1996 — 1998
Master of Science (M.S.), Industrial Relations
The University of Iowa 1990 — 1995
Bachelor's degree, Psychology
Jim Heldt's Bankers Trust Experience May 2006 - August 2006
Job Financial Analyst / Tillage Ops Accountant at John Deere
Industry Accounting
Experience
John Deere September 2013 - Present
John Deere March 2012 - September 2013
John Deere Financial January 2011 - March 2012
John Deere October 2009 - January 2011
John Deere June 2008 - October 2009
John Deere May 2007 - August 2007
Bankers Trust May 2006 - August 2006
Charter Bank May 2005 - August 2005
Skills
Financial Analysis, Microsoft Excel, Process Improvement, SAP, Microsoft Office, PowerPoint, Budgets, Forecasting, Microsoft Word, Strategic Planning, Project Management, Teamwork, Analysis, Leadership, Team Leadership, Cross-functional Team..., Analytical Skills, Project Planning, Access
Education
Iowa State University 2011 — 2013
Masters of Business Administration
Iowa State University - College of Business 2004 — 2008
BS, Finance, Accounting
John Deere September 2013 - Present
John Deere March 2012 - September 2013
John Deere Financial January 2011 - March 2012
John Deere October 2009 - January 2011
John Deere June 2008 - October 2009
John Deere May 2007 - August 2007
Bankers Trust May 2006 - August 2006
Charter Bank May 2005 - August 2005
Skills
Financial Analysis, Microsoft Excel, Process Improvement, SAP, Microsoft Office, PowerPoint, Budgets, Forecasting, Microsoft Word, Strategic Planning, Project Management, Teamwork, Analysis, Leadership, Team Leadership, Cross-functional Team..., Analytical Skills, Project Planning, Access
Education
Iowa State University 2011 — 2013
Masters of Business Administration
Iowa State University - College of Business 2004 — 2008
BS, Finance, Accounting
Anujai Hukmani's Bankers Trust Experience 1992 - 1996
Job SVP at Citigroup
Industry Information Technology and Services
Experience
Citigroup October 2010 - Present
Barclays Capital 2008 - August 2010
Lehman Brothers 1998 - 2008
Bankers Trust 1992 - 1996
Education
Indian Institute of Technology, Delhi 1982 — 1984
MS, Math and Computer Science
Citigroup October 2010 - Present
Barclays Capital 2008 - August 2010
Lehman Brothers 1998 - 2008
Bankers Trust 1992 - 1996
Education
Indian Institute of Technology, Delhi 1982 — 1984
MS, Math and Computer Science
Marge Natale's Bankers Trust Experience September 1994 - February 1997
Job Chief Financial Officer at Concord International Investments
Industry Financial Services
Experience
Concord International Investments January 2010 - Present
Merrill Lynch 2007 - 2009
Merrill Lynch 2000 - 2007
Merrill Lynch Capital Services 1997 - 1999
Bankers Trust September 1994 - February 1997
CC/ABC January 1993 - September 1994
Deloitte & Touche 1990 - 1993
Skills
Investment Banking, Hedge Funds, Derivatives, Change Management, Financial Risk, Risk Management, Capital Markets, Equities, Fixed Income
Education
Hofstra University 1986 — 1990
Bachelor’s Degree, Accounting, 3.7
Concord International Investments January 2010 - Present
Merrill Lynch 2007 - 2009
Merrill Lynch 2000 - 2007
Merrill Lynch Capital Services 1997 - 1999
Bankers Trust September 1994 - February 1997
CC/ABC January 1993 - September 1994
Deloitte & Touche 1990 - 1993
Skills
Investment Banking, Hedge Funds, Derivatives, Change Management, Financial Risk, Risk Management, Capital Markets, Equities, Fixed Income
Education
Hofstra University 1986 — 1990
Bachelor’s Degree, Accounting, 3.7
Melissa Bohannan's Bankers Trust Experience 1983 - 1983
Job Marketing Project Manager, Graphic Design
Industry Financial Services
Experience
Prudential Fixed Income Management 2001 - 2009
Prudential Fixed Income Advisors 1990 - 2001
Continental Assset Management 1988 - 1990
Lister Butler, Inc. 1985 - 1988
Lister Butler, Inc. 1983 - 1985
Bankers Trust 1983 - 1983
George Fine Market Research 1982 - 1982
Education
Humboldt State University
BA
The Ohio State University
MFA
Prudential Fixed Income Management 2001 - 2009
Prudential Fixed Income Advisors 1990 - 2001
Continental Assset Management 1988 - 1990
Lister Butler, Inc. 1985 - 1988
Lister Butler, Inc. 1983 - 1985
Bankers Trust 1983 - 1983
George Fine Market Research 1982 - 1982
Education
Humboldt State University
BA
The Ohio State University
MFA
Anita Brewer's Bankers Trust Experience October 1996 - October 1997
Job Sr. Business Analyst at Montefiore IT, formerly Emerging Health IT
Industry Information Technology and Services
Experience
Montefiore IT, formerly Emerging Health, Subsidiary of Montefiore Medical Center April 2010 - Present
Huntington Business Systems August 2006 - April 2010
Net@Work December 2004 - August 2006
Petroleum Heat and Power Inc. October 1997 - December 2004
Bankers Trust October 1996 - October 1997
Cadre Consulting Services, Inc June 1995 - October 1996
Brookvale Computer Associates May 1976 - June 1995
Skills
SQL, Business Analysis, Crystal Reports, Microsoft SQL Server, Project Management, Requirements Analysis, Software Implementation, Software Project..., Visio, Database Design, Software Development, Visual Basic, ASP, CRM, Visual Studio, IIS, .NET, Database Administration, XML, SDLC, Oracle, Software Documentation, Access, Web Applications, Requirements Gathering, Vendor Management
Education
Hofstra University 1971 — 1975
BS, B.S. in Math, Minor: Computer Science, 3.82 GPA
Montefiore IT, formerly Emerging Health, Subsidiary of Montefiore Medical Center April 2010 - Present
Huntington Business Systems August 2006 - April 2010
Net@Work December 2004 - August 2006
Petroleum Heat and Power Inc. October 1997 - December 2004
Bankers Trust October 1996 - October 1997
Cadre Consulting Services, Inc June 1995 - October 1996
Brookvale Computer Associates May 1976 - June 1995
Skills
SQL, Business Analysis, Crystal Reports, Microsoft SQL Server, Project Management, Requirements Analysis, Software Implementation, Software Project..., Visio, Database Design, Software Development, Visual Basic, ASP, CRM, Visual Studio, IIS, .NET, Database Administration, XML, SDLC, Oracle, Software Documentation, Access, Web Applications, Requirements Gathering, Vendor Management
Education
Hofstra University 1971 — 1975
BS, B.S. in Math, Minor: Computer Science, 3.82 GPA
John Rhodes, CFA's Bankers Trust Experience February 1991 - April 1996
Job Partner and Chief Investment Officer at AP Wealth Management LLC
Industry Investment Management
Experience
AP Wealth Management, LLC January 2010 - Present
ForstmannLeff March 2004 - May 2006
Credit Suisse July 2000 - March 2004
Bankers Trust February 1991 - April 1996
Equitable Life August 1985 - February 1991
Skills
Investment Banking, Investment Properties, Real Estate Development, Investment Management, Asset Allocation, High Yield Bonds, Microsoft Office, Leadership, Chartered Financial..., Investment Strategies, Due Diligence
Education
Georgia Tech 1980 — 1984
Bachelor of Science (B.S.)
AP Wealth Management, LLC January 2010 - Present
ForstmannLeff March 2004 - May 2006
Credit Suisse July 2000 - March 2004
Bankers Trust February 1991 - April 1996
Equitable Life August 1985 - February 1991
Skills
Investment Banking, Investment Properties, Real Estate Development, Investment Management, Asset Allocation, High Yield Bonds, Microsoft Office, Leadership, Chartered Financial..., Investment Strategies, Due Diligence
Education
Georgia Tech 1980 — 1984
Bachelor of Science (B.S.)
Ruth Irwin's Bankers Trust Experience 1976 - 1987
Job Director, Commercial Credit Review, First VP at Emigrant Bank
Industry Banking
Experience
Emigrant Bank 2007 - Present
Citigroup, Citibank, NA 1987 - 2006
Bankers Trust 1976 - 1987
PaineWebber 1972 - 1974
Skills
Credit, Credit Risk, Financial Services, Middle Market, Commercial Banking, Loans, Portfolio Management, Credit Analysis, Internal Audit, Banking, Project Finance
Education
NYU 1974 — 1976
MBA, Finance, With Distinction
Grove City College 1968 — 1972
B.A., Political Science
Emigrant Bank 2007 - Present
Citigroup, Citibank, NA 1987 - 2006
Bankers Trust 1976 - 1987
PaineWebber 1972 - 1974
Skills
Credit, Credit Risk, Financial Services, Middle Market, Commercial Banking, Loans, Portfolio Management, Credit Analysis, Internal Audit, Banking, Project Finance
Education
NYU 1974 — 1976
MBA, Finance, With Distinction
Grove City College 1968 — 1972
B.A., Political Science
Jennifer Haywood's Bankers Trust Experience May 2009 - August 2009
Job Instructional Designer
Industry Information Technology and Services
Experience
Skyline Exhibits Iowa Nebraska May 2014 - September 2014
Iowa State University January 2012 - May 2014
Iowa State University May 2012 - August 2012
Epic January 2011 - November 2011
Ames Convention & Visitors Bureau May 2010 - December 2010
Bankers Trust May 2009 - August 2009
Principal Financial Group May 2008 - August 2008
Skills
Press Releases, Editing, Adobe Creative Suite, Public Relations, Leadership, Project Management, Public Speaking, Microsoft Office, PowerPoint, Research, Customer Service, InDesign
Education
Iowa State University 2012 — 2014
Master of Arts (M.A.), Interior Design
Iowa State University 2006 — 2010
Bachelor of Science (BS), Journalism & Mass Communication, Business Minor
Skyline Exhibits Iowa Nebraska May 2014 - September 2014
Iowa State University January 2012 - May 2014
Iowa State University May 2012 - August 2012
Epic January 2011 - November 2011
Ames Convention & Visitors Bureau May 2010 - December 2010
Bankers Trust May 2009 - August 2009
Principal Financial Group May 2008 - August 2008
Skills
Press Releases, Editing, Adobe Creative Suite, Public Relations, Leadership, Project Management, Public Speaking, Microsoft Office, PowerPoint, Research, Customer Service, InDesign
Education
Iowa State University 2012 — 2014
Master of Arts (M.A.), Interior Design
Iowa State University 2006 — 2010
Bachelor of Science (BS), Journalism & Mass Communication, Business Minor
Cathy Cullen's Bankers Trust Experience 1987 - 1993
Job Global Head of ORM's Risk & Control Assessment and Incident Management Programmes at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2007 - Present
The Royal Bank of Scotland (RBS) 2000 - 2006
Nat West 1998 - 2000
Nat West 1997 - 1998
Bankers Trust 1987 - 1993
Chase Manhattan Bank, N.A. 1983 - 1987
Education
Hofstra University
BA, Business; Technology
Barclays Capital September 2007 - Present
The Royal Bank of Scotland (RBS) 2000 - 2006
Nat West 1998 - 2000
Nat West 1997 - 1998
Bankers Trust 1987 - 1993
Chase Manhattan Bank, N.A. 1983 - 1987
Education
Hofstra University
BA, Business; Technology
Stephanie Licht's Bankers Trust Experience January 2013 - Present
Job AVP, Commercial Banking Product Manager, Bankers Trust Co.
Industry Financial Services
Experience
Bankers Trust January 2013 - Present
Federal Home Loan Bank of Des Moines January 2012 - December 2012
Federal Home Loan Bank of Des Moines October 2010 - January 2012
Federal Home Loan Bank of Des Moines August 2008 - October 2010
First American Bank October 2004 - April 2005
First American Bank October 2003 - October 2004
Younkers June 2000 - October 2003
Skills
Analysis, Commercial Banking, Credit, Customer Service, Financial Analysis, Loans, Management, Mortgage Lending, Sales
Education
Iowa State University 1997 — 2001
BA, Fashion Merchandising
Bankers Trust January 2013 - Present
Federal Home Loan Bank of Des Moines January 2012 - December 2012
Federal Home Loan Bank of Des Moines October 2010 - January 2012
Federal Home Loan Bank of Des Moines August 2008 - October 2010
First American Bank October 2004 - April 2005
First American Bank October 2003 - October 2004
Younkers June 2000 - October 2003
Skills
Analysis, Commercial Banking, Credit, Customer Service, Financial Analysis, Loans, Management, Mortgage Lending, Sales
Education
Iowa State University 1997 — 2001
BA, Fashion Merchandising
Grant Griswold's Bankers Trust Experience June 2005 - January 2010
Job VPDirector of Creative Services at MidFirst Bank
Industry Banking
Experience
MidFirst Bank February 2012 - Present
Intredium January 2011 - January 2012
Bankers Trust June 2005 - January 2010
Education
Iowa State University 1984 — 1988
Bachelor of Fine Arts (BFA), Graphic Design, Advertising & Marketing
MidFirst Bank February 2012 - Present
Intredium January 2011 - January 2012
Bankers Trust June 2005 - January 2010
Education
Iowa State University 1984 — 1988
Bachelor of Fine Arts (BFA), Graphic Design, Advertising & Marketing
Leshia Cummins's Bankers Trust Experience March 1995 - August 2000
Job AVP, Retail Banking Manager
Industry Banking
Experience
Community National Bank June 2008 - Present
Wells Fargo August 2000 - September 2007
Bankers Trust March 1995 - August 2000
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Iowa State University 1988 — 1991
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
Mason City High School
Community National Bank June 2008 - Present
Wells Fargo August 2000 - September 2007
Bankers Trust March 1995 - August 2000
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Iowa State University 1988 — 1991
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
Mason City High School
Michele Doyle's Bankers Trust Experience 1992 - 1995
Job Experienced Tax Professional
Industry Accounting
Experience
Quantum Solutions for Success LTD January 2009 - Present
US Composting Council October 2009 - June 2012
Digital Storage Solutions Inc. August 2003 - December 2009
Bedell & Company CPAs PC 1995 - 1997
Bankers Trust 1992 - 1995
Berk & Michaels CPAs 1988 - 1989
Skills
Variance Analysis, GAAP, FRx, Revenue Recognition, Monthly Close, Sales & Use Tax, Fixed Assets
Education
Hofstra University 1984 — 1987
BBA Business, Accounting
Quantum Solutions for Success LTD January 2009 - Present
US Composting Council October 2009 - June 2012
Digital Storage Solutions Inc. August 2003 - December 2009
Bedell & Company CPAs PC 1995 - 1997
Bankers Trust 1992 - 1995
Berk & Michaels CPAs 1988 - 1989
Skills
Variance Analysis, GAAP, FRx, Revenue Recognition, Monthly Close, Sales & Use Tax, Fixed Assets
Education
Hofstra University 1984 — 1987
BBA Business, Accounting
Jodi Miller's Bankers Trust Experience September 1997 - June 1998
Job at
Industry Banking
Experience
Rabobank North America Wholesale May 2013 - Present
Rabobank International June 1998 - April 2013
Bankers Trust September 1997 - June 1998
Merrill Lynch November 1995 - September 1997
Salomon Brothers June 1992 - October 1995
Skills
Financial Audits, Financial Analysis
Education
Hofstra University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting
Rabobank North America Wholesale May 2013 - Present
Rabobank International June 1998 - April 2013
Bankers Trust September 1997 - June 1998
Merrill Lynch November 1995 - September 1997
Salomon Brothers June 1992 - October 1995
Skills
Financial Audits, Financial Analysis
Education
Hofstra University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting
Michael Crank's Bankers Trust Experience February 2014 - Present
Job Customer Service Representative at Bankers Trust
Industry Banking
Experience
Bankers Trust February 2014 - Present
U.S. Army January 2009 - May 2013
Big Barn Harley Davidson June 2007 - December 2008
Fatboyz Saloon and Grill September 2006 - December 2008
Skills
Military Operations, Security Clearance, Project Management, Microsoft Office, Arc Welding, Motorcycle Industry, Cooking, Bartending, Office Administration, Team Leadership, Equipment Maintenance, Equipment Repair, Hands-on Training, Professional Mentoring, Computer Information...
Education
Iowa State University 2004 — 2008
Aerospace, Aeronautical and Astronautical Engineering
Dallas Center-Grimes High School 2001 — 2004
High School Diploma
Bankers Trust February 2014 - Present
U.S. Army January 2009 - May 2013
Big Barn Harley Davidson June 2007 - December 2008
Fatboyz Saloon and Grill September 2006 - December 2008
Skills
Military Operations, Security Clearance, Project Management, Microsoft Office, Arc Welding, Motorcycle Industry, Cooking, Bartending, Office Administration, Team Leadership, Equipment Maintenance, Equipment Repair, Hands-on Training, Professional Mentoring, Computer Information...
Education
Iowa State University 2004 — 2008
Aerospace, Aeronautical and Astronautical Engineering
Dallas Center-Grimes High School 2001 — 2004
High School Diploma
Gustavo Marturet's Bankers Trust Experience 1994 - 1995
Job Portfolio Manager at Canepa US
Industry Investment Management
Experience
Canepa US 2012 - Present
Mercantil Commercebank N.A. 2007 - 2012
Mercantil Commercebank Investment Services March 2002 - 2007
Bankers Trust 1994 - 1995
Banco Mercantil / Merinvest 1989 - 1991
Education
Yale University 1993 — 1994
Master's Degree, International and Development Economics
Hult International Business School 1991 — 1992
Master's Degree, Management
Universidad Católica Andrés Bello 1984 — 1989
Bachelor's Degree, Economics
Canepa US 2012 - Present
Mercantil Commercebank N.A. 2007 - 2012
Mercantil Commercebank Investment Services March 2002 - 2007
Bankers Trust 1994 - 1995
Banco Mercantil / Merinvest 1989 - 1991
Education
Yale University 1993 — 1994
Master's Degree, International and Development Economics
Hult International Business School 1991 — 1992
Master's Degree, Management
Universidad Católica Andrés Bello 1984 — 1989
Bachelor's Degree, Economics
H. Thomas Brewer III's Bankers Trust Experience March 1994 - December 2001
Job
Industry Financial Services
Experience
HTB Capital Management May 2012 - Present
Goldman Sachs February 2002 - March 2012
Bankers Trust March 1994 - December 2001
Education
Harvard University 1992 — 1994
Master of Business Administration (MBA), Finance, General
Stanford University 1989 — 1992
BS, Art History, Criticism and Conservation
HTB Capital Management May 2012 - Present
Goldman Sachs February 2002 - March 2012
Bankers Trust March 1994 - December 2001
Education
Harvard University 1992 — 1994
Master of Business Administration (MBA), Finance, General
Stanford University 1989 — 1992
BS, Art History, Criticism and Conservation
Rebecca Stanczak's Bankers Trust Experience February 1993 - January 1995
Job Consultant
Industry Information Technology and Services
Experience
Pionear January 2011 - Present
Moonflower Gardens, Inc. January 2001 - December 2010
Intervoice January 1997 - December 2000
Intervoice January 1995 - January 1997
Bankers Trust February 1993 - January 1995
Skills
Business Analysis, Solution Selling, Project Management, Sales, Business Development, Sales Presentations, Cloud Computing, SaaS, Salesforce.com, Vendor Management, Professional Services, Training, Strategy, Management Consulting, Call Centers, Consulting, Managed Services, Cold Calling, Sales Management, Contract Negotiation, Team Building, Key Account Management, Strategic Planning, Start-ups, Sales Process, Business Process, Enterprise Software, New Business Development, Integration, Telecommunications, Program Management, Management, Business Intelligence, Networking, ERP, Employee Benefits, Account Management, Team Leadership, Analysis, Human Resources, Outsourcing, Business Process..., Leadership, Team Management, Process Improvement, CRM, Mediation, Family Mediation
Education
Golden Gate University
Bachelor of Arts (B.A.), Pre-Law Studies
Pionear January 2011 - Present
Moonflower Gardens, Inc. January 2001 - December 2010
Intervoice January 1997 - December 2000
Intervoice January 1995 - January 1997
Bankers Trust February 1993 - January 1995
Skills
Business Analysis, Solution Selling, Project Management, Sales, Business Development, Sales Presentations, Cloud Computing, SaaS, Salesforce.com, Vendor Management, Professional Services, Training, Strategy, Management Consulting, Call Centers, Consulting, Managed Services, Cold Calling, Sales Management, Contract Negotiation, Team Building, Key Account Management, Strategic Planning, Start-ups, Sales Process, Business Process, Enterprise Software, New Business Development, Integration, Telecommunications, Program Management, Management, Business Intelligence, Networking, ERP, Employee Benefits, Account Management, Team Leadership, Analysis, Human Resources, Outsourcing, Business Process..., Leadership, Team Management, Process Improvement, CRM, Mediation, Family Mediation
Education
Golden Gate University
Bachelor of Arts (B.A.), Pre-Law Studies
Karin McNeill's Bankers Trust Experience 1988 - 1997
Job Policy Analyst at the Vermont Agency of Natural Resources
Industry Renewables & Environment
Experience
Vermont Agency of Natural Resources (ANR) December 2014 - Present
Vermont Public Service Department August 2010 - June 2014
EarthWalk Vermont 2008 - 2010
Vermont Peace Academy 2007 - 2009
Association of Vermont Recyclers 2000 - 2007
World Travel 1997 - 2000
Bankers Trust 1988 - 1997
Kidder Peabody, Firmwide Applications 1985 - 1988
Chase Manhattan Bank, Trust Division 1983 - 1985
VISTA Computers 1982 - 1983
Skills
Strategic Planning, Program Development, Program Management, Project Planning, Collaborative Leadership, Team Leadership, Stakeholder Engagement, Energy Policy, Policy Analysis, Business Analysis, Process Improvement, Database Design, Data Analysis, Progress Monitoring, Grants, Grant Writing, Proposal Writing, Government, Non-profit Director, Education, Renewable Energy, Energy Efficiency, Climate Change
Education
Hamilton College 1978 — 1982
Bachelor of Arts (B.A.), Biology, Anthropology, Liberal Arts
Course Work
Vermont Agency of Natural Resources (ANR) December 2014 - Present
Vermont Public Service Department August 2010 - June 2014
EarthWalk Vermont 2008 - 2010
Vermont Peace Academy 2007 - 2009
Association of Vermont Recyclers 2000 - 2007
World Travel 1997 - 2000
Bankers Trust 1988 - 1997
Kidder Peabody, Firmwide Applications 1985 - 1988
Chase Manhattan Bank, Trust Division 1983 - 1985
VISTA Computers 1982 - 1983
Skills
Strategic Planning, Program Development, Program Management, Project Planning, Collaborative Leadership, Team Leadership, Stakeholder Engagement, Energy Policy, Policy Analysis, Business Analysis, Process Improvement, Database Design, Data Analysis, Progress Monitoring, Grants, Grant Writing, Proposal Writing, Government, Non-profit Director, Education, Renewable Energy, Energy Efficiency, Climate Change
Education
Hamilton College 1978 — 1982
Bachelor of Arts (B.A.), Biology, Anthropology, Liberal Arts
Course Work
Karen Sylvester's Bankers Trust Experience 1989 - 1992
Job
Industry
Experience
CAST Management Consultants 1993 - 1999
Bankers Trust 1989 - 1992
Chase Econometrics Forecasting 1984 - 1986
Education
Harvard Business School
MBA
University of Pennsylvania - The Wharton School
BSE, summa cum laude, Economics/Decision Sciences
CAST Management Consultants 1993 - 1999
Bankers Trust 1989 - 1992
Chase Econometrics Forecasting 1984 - 1986
Education
Harvard Business School
MBA
University of Pennsylvania - The Wharton School
BSE, summa cum laude, Economics/Decision Sciences
Chris Kroeger's Bankers Trust Experience October 2012 - Present
Job Commercial Portfolio Manager at Bankers Trust
Industry Financial Services
Experience
Bankers Trust October 2012 - Present
Liberty Bank August 2011 - October 2012
Agricredit Acceptance LLC November 2010 - August 2011
Agricredit Acceptance LLC March 2007 - November 2010
Commerce Bank August 2006 - March 2007
Commerce Bank May 2004 - August 2006
Commerce Bank January 2002 - April 2004
Education
Iowa State University 1997 — 2001
Bachelor of Science (BS), Finance and Agricultural Business
Bankers Trust October 2012 - Present
Liberty Bank August 2011 - October 2012
Agricredit Acceptance LLC November 2010 - August 2011
Agricredit Acceptance LLC March 2007 - November 2010
Commerce Bank August 2006 - March 2007
Commerce Bank May 2004 - August 2006
Commerce Bank January 2002 - April 2004
Education
Iowa State University 1997 — 2001
Bachelor of Science (BS), Finance and Agricultural Business
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation