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
Devin L. Boyer Devin L. Boyer's Bankers Trust Experience January 2013 - Present
Job Officer, Commercial Portfolio Manager at Bankers Trust
Industry Financial Services
Experience
Bankers Trust January 2013 - Present
Bankers Trust January 2011 - January 2013
Wells Fargo Home Mortgage July 2010 - January 2011
Wells Fargo Financial May 2009 - July 2010
Waterloo Industries, Inc. September 2008 - May 2009
Bankers Trust May 2008 - August 2008
Northwestern Mutual December 2006 - January 2008
Landmark Const. & Interior Design LLC May 2002 - December 2006
Skills
Financial Analysis, Underwriting, Banking, Risk Management, Portfolio Management, Insurance, Budgeting, Real Estate, Business Analysis, Commercial Lending, Credit Risk, Commercial Real Estate, Mergers, Process Improvement, Data Analysis, Credit Analysis, Commercial Banking, Small Business Lending, Nonprofits, Project Management, Account Management, FHA, Small Business, Commercial Mortgages, Financial Risk, Strategic Planning, Consumer Lending, ACH, Real Estate Economics, Financial Modeling, Refinance, Leadership, Microsoft Excel, Lines Of Credit, Negotiation, Budgets, Cross Selling, Cash Flow, Forecasting, Cash Flow Lending, Construction Loans, Relationship Management, Mortgage Underwriting, Asset Based Lending, SBA, Loan Servicing, Commercial Real Estate..., Financial Statement..., Credit, Mortgage Lending
Education
University of Northern Iowa 2007 — 2009
B.A., Finance, Economics
Kirkwood Community College 2005 — 2007
AA, Business Administration
Bankers Trust January 2013 - Present
Bankers Trust January 2011 - January 2013
Wells Fargo Home Mortgage July 2010 - January 2011
Wells Fargo Financial May 2009 - July 2010
Waterloo Industries, Inc. September 2008 - May 2009
Bankers Trust May 2008 - August 2008
Northwestern Mutual December 2006 - January 2008
Landmark Const. & Interior Design LLC May 2002 - December 2006
Skills
Financial Analysis, Underwriting, Banking, Risk Management, Portfolio Management, Insurance, Budgeting, Real Estate, Business Analysis, Commercial Lending, Credit Risk, Commercial Real Estate, Mergers, Process Improvement, Data Analysis, Credit Analysis, Commercial Banking, Small Business Lending, Nonprofits, Project Management, Account Management, FHA, Small Business, Commercial Mortgages, Financial Risk, Strategic Planning, Consumer Lending, ACH, Real Estate Economics, Financial Modeling, Refinance, Leadership, Microsoft Excel, Lines Of Credit, Negotiation, Budgets, Cross Selling, Cash Flow, Forecasting, Cash Flow Lending, Construction Loans, Relationship Management, Mortgage Underwriting, Asset Based Lending, SBA, Loan Servicing, Commercial Real Estate..., Financial Statement..., Credit, Mortgage Lending
Education
University of Northern Iowa 2007 — 2009
B.A., Finance, Economics
Kirkwood Community College 2005 — 2007
AA, Business Administration
Sharon R. Egilinsky Sharon R. Egilinsky's Bankers Trust Experience 1996 - 2003
Job CEO, SRE Solutions LLC | Board Director | Chair, Advisory Board WIB | Board Member, CFO @ IBG
Industry Venture Capital & Private Equity
Experience
SRE Solutions LLC - strategy development & funding for transitional & growth-focused companies 2007 - Present
Integral Board Group, LLC April 2015 - Present
Women in the Boardroom February 2015 - Present
University Settlement 2008 - Present
The Door - A Center of Alternatives June 2014 - Present
Credit Suisse Asset Management January 2006 - May 2007
Citigroup Global Markets, Inc. December 2003 - August 2005
Deutsche Asset Management 2000 - 2003
Bankers Trust 1996 - 2003
Deutsche Asset Management 1998 - 2000
Skills
Strategy Formulation, Business Development, Business Analysis..., Restructuring, Mergers, Divestitures, Joint Ventures, International Product..., Platform Development, Investment Management, Investments, Hedge Funds, Alternative Investments, Commodity Pools, Global Investment..., ETFs, Leadership, Mergers & Acquisitions, Asset Management, Equities, Fixed Income, Strategic Partnerships, Executive Management, Securities, Asset Allocation, Trading, Finance, Non-profit Board..., Banking, Fundraising, Non-profit Leadership, Organizational..., Private Equity, Structured Finance, Business Planning
Education
Hofstra University School of Law
Juris Doctor (J.D.)
SRE Solutions LLC - strategy development & funding for transitional & growth-focused companies 2007 - Present
Integral Board Group, LLC April 2015 - Present
Women in the Boardroom February 2015 - Present
University Settlement 2008 - Present
The Door - A Center of Alternatives June 2014 - Present
Credit Suisse Asset Management January 2006 - May 2007
Citigroup Global Markets, Inc. December 2003 - August 2005
Deutsche Asset Management 2000 - 2003
Bankers Trust 1996 - 2003
Deutsche Asset Management 1998 - 2000
Skills
Strategy Formulation, Business Development, Business Analysis..., Restructuring, Mergers, Divestitures, Joint Ventures, International Product..., Platform Development, Investment Management, Investments, Hedge Funds, Alternative Investments, Commodity Pools, Global Investment..., ETFs, Leadership, Mergers & Acquisitions, Asset Management, Equities, Fixed Income, Strategic Partnerships, Executive Management, Securities, Asset Allocation, Trading, Finance, Non-profit Board..., Banking, Fundraising, Non-profit Leadership, Organizational..., Private Equity, Structured Finance, Business Planning
Education
Hofstra University School of Law
Juris Doctor (J.D.)
Rosemarie Gallo-Kotula Rosemarie Gallo-Kotula's Bankers Trust Experience 1996 - 1997
Job Client Service at Western Asset Management
Industry Financial Services
Experience
Western Asset Management January 2006 - Present
Citigroup Asset Management 1998 - 2005
Bankers Trust 1996 - 1997
Bankers Trust 1996 - 1997
Merrill Lynch 1988 - 1996
Consumers Distributing Inc. 1984 - 1988
Skills
Fixed Income, Asset Management, Equities, Bloomberg, Bonds, CFA Level III Candidate, Mutual Funds, Derivatives, Alternative Investments, Hedge Funds, Securities, Investments
Education
Kean University 1985 — 1988
BS, Accounting
Middlesex County College 1983 — 1985
Transfer, Accounting
East Brunswick High School 1980 — 1983
Western Asset Management January 2006 - Present
Citigroup Asset Management 1998 - 2005
Bankers Trust 1996 - 1997
Bankers Trust 1996 - 1997
Merrill Lynch 1988 - 1996
Consumers Distributing Inc. 1984 - 1988
Skills
Fixed Income, Asset Management, Equities, Bloomberg, Bonds, CFA Level III Candidate, Mutual Funds, Derivatives, Alternative Investments, Hedge Funds, Securities, Investments
Education
Kean University 1985 — 1988
BS, Accounting
Middlesex County College 1983 — 1985
Transfer, Accounting
East Brunswick High School 1980 — 1983
Karen Dillon Rodriguez, CFA Karen Dillon Rodriguez, CFA's Bankers Trust Experience 1993 - 1995
Job Prime Brokerage & Investor Services Sales
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
J.P. Morgan April 2004 - March 2009
Merrill Lynch 1999 - 2003
ABN AMRO Bank N.V. 1998 - 1999
BZW (Barclays de Zoete Wedd) 1997 - 1998
Bankers Trust 1993 - 1995
NOEVIR U.S.A., INC. 1991 - 1993
Education
The University of Chicago 1995 — 1997
Master of Business Administration (MBA), Finance
Lafayette College 1987 — 1991
Bachelor of Arts (BA), Economics
J.P. Morgan October 2014 - Present
J.P. Morgan April 2004 - March 2009
Merrill Lynch 1999 - 2003
ABN AMRO Bank N.V. 1998 - 1999
BZW (Barclays de Zoete Wedd) 1997 - 1998
Bankers Trust 1993 - 1995
NOEVIR U.S.A., INC. 1991 - 1993
Education
The University of Chicago 1995 — 1997
Master of Business Administration (MBA), Finance
Lafayette College 1987 — 1991
Bachelor of Arts (BA), Economics
Seth Grossman, MBA Seth Grossman, MBA's Bankers Trust Experience 1995 - 1999
Job President CREF Advisors, Inc. (Specializing in Commercial Mortgages)
Industry Real Estate
Experience
CREF Advisors, Inc. May 2009 - Present
Meridian Capital Group, LLC June 2002 - May 2009
Bankers Trust 1995 - 1999
Skills
Disposition, Real Estate Economics, Commercial Real Estate, CMBS, Real Estate Financing, Real Estate Development, Commercial Mortgages, Asset Management, Due Diligence, Valuation, Brokerage, Asset Managment
Education
Yeshivas Rabbeinu Yitzchak Elchanan 1997 — 2014
Semicha Yoreh Yoreh, Rabbinical Studies
Lynn University 2007 — 2009
MBA, Finance
Yeshiva University 1993 — 1997
BS, Accounting
mta 1989 — 1993
CREF Advisors, Inc. May 2009 - Present
Meridian Capital Group, LLC June 2002 - May 2009
Bankers Trust 1995 - 1999
Skills
Disposition, Real Estate Economics, Commercial Real Estate, CMBS, Real Estate Financing, Real Estate Development, Commercial Mortgages, Asset Management, Due Diligence, Valuation, Brokerage, Asset Managment
Education
Yeshivas Rabbeinu Yitzchak Elchanan 1997 — 2014
Semicha Yoreh Yoreh, Rabbinical Studies
Lynn University 2007 — 2009
MBA, Finance
Yeshiva University 1993 — 1997
BS, Accounting
mta 1989 — 1993
Steven McDonald Steven McDonald's Bankers Trust Experience 1998 - 1999
Job Operations Trader at 3Red Trading
Industry Financial Services
Experience
3Red Trading October 2015 - Present
Ameriprise Financial Services, Inc. June 2014 - September 2015
Infinium Capital Management September 2002 - November 2013
Macquarie Bank 1998 - 2002
Bankers Trust 1998 - 1999
Education
Lake Forest College 1994 — 1998
Bachelor of Arts (BA)
Cypress Lake High School 1990 — 1994
3Red Trading October 2015 - Present
Ameriprise Financial Services, Inc. June 2014 - September 2015
Infinium Capital Management September 2002 - November 2013
Macquarie Bank 1998 - 2002
Bankers Trust 1998 - 1999
Education
Lake Forest College 1994 — 1998
Bachelor of Arts (BA)
Cypress Lake High School 1990 — 1994
Meredith Howard Meredith Howard's Bankers Trust Experience 1997 - 2000
Job Senior Scientist, Biological Oceanographer at Southern California Coastal Water Research Project
Industry Research
Experience
Southern California Coastal Water Research Project Post-Doctoral ResearcherUniversity of Southern CaliforniaSeptember 2007 - January 2009
UC Santa Cruz September 2001 - May 2007
Bankers Trust 1997 - 2000
Fidelity Investments 1995 - 1997
Skills
PCR, Science, Cell Culture, qPCR, Oceanography, Biology, Algae, harmful algal blooms
Education
University of California, Santa Cruz 2001 — 2007
Doctor of Philosophy (Ph.D.), Biological Oceanography
Rutgers University-New Brunswick 2000 — 2001
Bachelor of Science (B.S.), Biology, General
Lehigh University - College of Business and Economics 1991 — 1995
Bachelor of Science (B.S.), Finance, General
Southern California Coastal Water Research Project Post-Doctoral ResearcherUniversity of Southern CaliforniaSeptember 2007 - January 2009
UC Santa Cruz September 2001 - May 2007
Bankers Trust 1997 - 2000
Fidelity Investments 1995 - 1997
Skills
PCR, Science, Cell Culture, qPCR, Oceanography, Biology, Algae, harmful algal blooms
Education
University of California, Santa Cruz 2001 — 2007
Doctor of Philosophy (Ph.D.), Biological Oceanography
Rutgers University-New Brunswick 2000 — 2001
Bachelor of Science (B.S.), Biology, General
Lehigh University - College of Business and Economics 1991 — 1995
Bachelor of Science (B.S.), Finance, General
Jim Lowell Jim Lowell's Bankers Trust Experience January 1993 - January 1996
Job President, FutureBrand Americas
Industry Marketing and Advertising
Experience
FutureBrand March 2010 - Present
Siegel+Gale July 2000 - March 2010
Deloitte. January 1996 - June 2000
Bankers Trust January 1993 - January 1996
V Band Corporation 1987 - 1993
AT&T January 1984 - January 1987
Skills
Branding & Identity, Brand Architecture, Brand Management, Public Relations, Marketing, Corporate Branding, Integrated Marketing, New Business Development, Marketing Strategy, Business Development, Product Management, Brand Development, Marketing Communications, Strategy, Content Strategy, Segmentation, Digital Marketing, Digital Strategy, CRM, Direct Marketing, Advertising, Customer Insight, Marketing Research, Management
Education
LIU Post 1993 — 1994
MBA, Marketing
Mount Saint Mary's College 1978 — 1982
Bachelor of Arts (B.A.)
St. John the Baptist HS 1974 — 1978
Omnicom University
FutureBrand March 2010 - Present
Siegel+Gale July 2000 - March 2010
Deloitte. January 1996 - June 2000
Bankers Trust January 1993 - January 1996
V Band Corporation 1987 - 1993
AT&T January 1984 - January 1987
Skills
Branding & Identity, Brand Architecture, Brand Management, Public Relations, Marketing, Corporate Branding, Integrated Marketing, New Business Development, Marketing Strategy, Business Development, Product Management, Brand Development, Marketing Communications, Strategy, Content Strategy, Segmentation, Digital Marketing, Digital Strategy, CRM, Direct Marketing, Advertising, Customer Insight, Marketing Research, Management
Education
LIU Post 1993 — 1994
MBA, Marketing
Mount Saint Mary's College 1978 — 1982
Bachelor of Arts (B.A.)
St. John the Baptist HS 1974 — 1978
Omnicom University
Patrick Deignan Patrick Deignan's Bankers Trust Experience March 2013 - Present
Job President at Bankers Trust Company
Industry Financial Services
Experience
Bankers Trust March 2013 - Present
Bankers Trust June 2002 - March 2013
First Trust & Savings Bank / Marquette Bank 1997 - 2002
Firstar Bank / First Wisconsin 1985 - 1997
Skills
Banking, Investments, Financial Analysis, Mergers, Risk Management, Asset Managment, Real Estate, Strategic Planning, Marketing, New Business Development, Credit, Mergers & Acquisitions, Commercial Lending, Business Strategy
Education
University of Notre Dame 1982 — 1985
BA, Economics
Marquette University 1986 — 1988
MA, Applied Economics
Bankers Trust March 2013 - Present
Bankers Trust June 2002 - March 2013
First Trust & Savings Bank / Marquette Bank 1997 - 2002
Firstar Bank / First Wisconsin 1985 - 1997
Skills
Banking, Investments, Financial Analysis, Mergers, Risk Management, Asset Managment, Real Estate, Strategic Planning, Marketing, New Business Development, Credit, Mergers & Acquisitions, Commercial Lending, Business Strategy
Education
University of Notre Dame 1982 — 1985
BA, Economics
Marquette University 1986 — 1988
MA, Applied Economics
Luke Timothy Luke Timothy's Bankers Trust Experience March 1995 - March 1997
Job Principal at vNexus
Industry Legal Services
Experience
vNexus June 2012 - Present
Dewey & LeBoeuf, LLP November 2007 - May 2012
LeBoeuf, Lamb, Greene and MacRae LLP November 2004 - October 2007
The Rockefeller Group June 2004 - November 2004
ASI System Integration August 2000 - October 2004
AMC Computer Corp. 2000 - 2004
IKON Offices Solutions- Valinor March 1997 - August 2000
Valinor 1997 - 2000
Bankers Trust March 1995 - March 1997
Skills
Team Building, Vendor Relations, Server Architecture, Active Directory, Virtualization, Project Planning, Budget Management, Creative Problem Solving, Consultative Selling, Staff Management, Storage Area Networks, Pre-sales Consultancy, Strategy, Data Center, Citrix, Vendor Management, Budgets, VMware, Disaster Recovery, SharePoint, Cloud Computing, DNS, Windows Server, Document Management, Storage, Microsoft Exchange, Enterprise Software, Servers, Infrastructure, IT Service Management, Information Technology, CRM, Microsoft Technologies, IT Management, Pre-sales
Education
Manhattan School of Music 1993 — 1994
Jazz Piano Performance
New York University 1989 — 1991
Bachelor of Arts (BA), English Literature
vNexus June 2012 - Present
Dewey & LeBoeuf, LLP November 2007 - May 2012
LeBoeuf, Lamb, Greene and MacRae LLP November 2004 - October 2007
The Rockefeller Group June 2004 - November 2004
ASI System Integration August 2000 - October 2004
AMC Computer Corp. 2000 - 2004
IKON Offices Solutions- Valinor March 1997 - August 2000
Valinor 1997 - 2000
Bankers Trust March 1995 - March 1997
Skills
Team Building, Vendor Relations, Server Architecture, Active Directory, Virtualization, Project Planning, Budget Management, Creative Problem Solving, Consultative Selling, Staff Management, Storage Area Networks, Pre-sales Consultancy, Strategy, Data Center, Citrix, Vendor Management, Budgets, VMware, Disaster Recovery, SharePoint, Cloud Computing, DNS, Windows Server, Document Management, Storage, Microsoft Exchange, Enterprise Software, Servers, Infrastructure, IT Service Management, Information Technology, CRM, Microsoft Technologies, IT Management, Pre-sales
Education
Manhattan School of Music 1993 — 1994
Jazz Piano Performance
New York University 1989 — 1991
Bachelor of Arts (BA), English Literature
David M. Ling David M. Ling's Bankers Trust Experience 2013 - Present
Job Vice President, Business Relationship Manager at Bankers Trust
Industry Banking
Experience
Bankers Trust 2013 - Present
Wells Fargo Bank May 2012 - November 2013
Wells Fargo Commercial Banking August 2010 - May 2012
Wells Fargo April 2009 - January 2011
Wells Fargo Bank January 2008 - April 2009
Marsh & McLennan Companies May 2005 - July 2007
Minnesota State University, Mankato 2001 - 2005
Skills
Commercial Banking, Small Business Lending, Working Capital..., Real Estate Financing, Capital Equipment..., Cash Management, Merchant Card Processing, Wealth Management, Foreign Exchange..., Commodity Risk...
Education
West Des Moines Leadership Academy 2013 — 2014
Wells Fargo Wholesale University 2010 — 2010
Wells Fargo Business Banking University 2009 — 2009
Minnesota State University, Mankato 2001 — 2005
Finance, Financial Institutions and Business Administration
Bankers Trust 2013 - Present
Wells Fargo Bank May 2012 - November 2013
Wells Fargo Commercial Banking August 2010 - May 2012
Wells Fargo April 2009 - January 2011
Wells Fargo Bank January 2008 - April 2009
Marsh & McLennan Companies May 2005 - July 2007
Minnesota State University, Mankato 2001 - 2005
Skills
Commercial Banking, Small Business Lending, Working Capital..., Real Estate Financing, Capital Equipment..., Cash Management, Merchant Card Processing, Wealth Management, Foreign Exchange..., Commodity Risk...
Education
West Des Moines Leadership Academy 2013 — 2014
Wells Fargo Wholesale University 2010 — 2010
Wells Fargo Business Banking University 2009 — 2009
Minnesota State University, Mankato 2001 — 2005
Finance, Financial Institutions and Business Administration
Randall Newman Randall Newman's Bankers Trust Experience 1992 - 1995
Job Head of Product at Satisfi
Industry Investment Management
Experience
Satisfi November 2014 - Present
Right On Mobile, LLC February 2012 - Present
CIBC World Markets 2010 - 2012
CIBC World Markets 2005 - 2012
CIBC World Markets 2004 - 2010
CIBC World Markets 1998 - 2004
CIBC World Markets 1995 - 1998
Bankers Trust 1992 - 1995
Braveline Technology 1991 - 1992
Skills
Equity Trading, Equities, Trading, New Business Development, Investment Strategies, Derivatives, Start-ups, Index Arbitrage, Trading Systems, Operational Streamlining, Proprietary Trading, Bonds, Alternative Investments, ETFs, Rapid Prototyping, Electronic Trading, Prime Brokerage, Fixed Income, Chartered Financial..., Bloomberg, Technology Development, Hedge Funds, Business Startup, COO, CTO, CFA, Sys, Securities, Microsoft Excel, Managing Workflow, Options, Microsoft Access, SQL, Capital Markets, Electronic Trading...
Education
Lehigh University 1987 — 1990
BS, Industrial Engineering
Satisfi November 2014 - Present
Right On Mobile, LLC February 2012 - Present
CIBC World Markets 2010 - 2012
CIBC World Markets 2005 - 2012
CIBC World Markets 2004 - 2010
CIBC World Markets 1998 - 2004
CIBC World Markets 1995 - 1998
Bankers Trust 1992 - 1995
Braveline Technology 1991 - 1992
Skills
Equity Trading, Equities, Trading, New Business Development, Investment Strategies, Derivatives, Start-ups, Index Arbitrage, Trading Systems, Operational Streamlining, Proprietary Trading, Bonds, Alternative Investments, ETFs, Rapid Prototyping, Electronic Trading, Prime Brokerage, Fixed Income, Chartered Financial..., Bloomberg, Technology Development, Hedge Funds, Business Startup, COO, CTO, CFA, Sys, Securities, Microsoft Excel, Managing Workflow, Options, Microsoft Access, SQL, Capital Markets, Electronic Trading...
Education
Lehigh University 1987 — 1990
BS, Industrial Engineering
Steve Crane's Bankers Trust Experience January 2005 - October 2007
Job Bank Executive
Industry Banking
Experience
Central State Bank July 2012 - August 2015
First American Bank October 2007 - July 2012
Bankers Trust January 2005 - October 2007
US Bank August 2002 - December 2004
United States Air Force May 1990 - January 1994
Skills
Commercial Lending, Credit, Banking, Loans, Real Estate, Direct Sales, Account Management, Sales Management, Advisory Boards, New Business Development, Military, Coaching, Financial Analysis, Commercial Mortgages, Investments, Public Speaking, Budgets, Mortgage Lending, Commercial Real Estate, Team Building, Small Business Lending, Loan Origination, Commercial Banking, Credit Analysis, Lines Of Credit, Construction Loans, Underwriting, SBA, Mortgage Banking, Refinance, Credit Risk, Risk Management, Cross Selling, Portfolio Management, Relationship Management, Treasury Management, Consumer Lending, Retail Banking, Cash Management, Executive Management, Small Business, Real Estate Lending, Leadership, C&I Lending, Community Banking, Bank Management, Sales, Management, Finance
Education
University of Iowa 1995 — 1997
Bachelor's degree, Sociology
Kirkwood Community College 1994 — 1995
AA, General Studies
Mason City High School 1986 — 1989
Central State Bank July 2012 - August 2015
First American Bank October 2007 - July 2012
Bankers Trust January 2005 - October 2007
US Bank August 2002 - December 2004
United States Air Force May 1990 - January 1994
Skills
Commercial Lending, Credit, Banking, Loans, Real Estate, Direct Sales, Account Management, Sales Management, Advisory Boards, New Business Development, Military, Coaching, Financial Analysis, Commercial Mortgages, Investments, Public Speaking, Budgets, Mortgage Lending, Commercial Real Estate, Team Building, Small Business Lending, Loan Origination, Commercial Banking, Credit Analysis, Lines Of Credit, Construction Loans, Underwriting, SBA, Mortgage Banking, Refinance, Credit Risk, Risk Management, Cross Selling, Portfolio Management, Relationship Management, Treasury Management, Consumer Lending, Retail Banking, Cash Management, Executive Management, Small Business, Real Estate Lending, Leadership, C&I Lending, Community Banking, Bank Management, Sales, Management, Finance
Education
University of Iowa 1995 — 1997
Bachelor's degree, Sociology
Kirkwood Community College 1994 — 1995
AA, General Studies
Mason City High School 1986 — 1989
David Streit David Streit's Bankers Trust Experience April 1997 - June 2001
Job Principal
Industry Information Technology and Services
Experience
Stephill Associates, LLC January 2003 - Present
Deutsche Bank January 2001 - December 2002
Bankers Trust April 1997 - June 2001
James D. Wolfensohn, Inc. July 1995 - March 1997
Deloitte & Touche 1986 - 1991
Skills
Windows Server 2008, Windows Server 2003, Windows Small Business..., Windows Small Business..., Windows Small Business..., Sonicwall, Netgear, Virtual PC, Virtualization, HP Proliant, Draytek, Dell PowerEdge Servers, Microsoft Exchange, Microsoft Office, Intermedia Hosted..., Blackberry Enterprise..., Reflexion hosted..., eFolder Online Backup, MozyPro Online Backup, Desktop Support, Managed Services, CISSP, Security Clearance, Online Backup, Hosted, Windows Server, Technical Support, Small Business Server, Business Continuity, IT Audit, Information Technology, Lenovo, Windows Server 2012, Cloud Computing, Computer Security, Consulting, Disaster Recovery, Firewalls, IT Management, Management, Mergers, Network Administration, Network Security, Security, Servers, Strategic Planning, Training, Troubleshooting, VPN, VoIP
Education
Rutgers, The State University of New Jersey-Newark 1978 — 1982
MBA, Finance
Lehigh University 1976 — 1978
BA, Psychology
Stephill Associates, LLC January 2003 - Present
Deutsche Bank January 2001 - December 2002
Bankers Trust April 1997 - June 2001
James D. Wolfensohn, Inc. July 1995 - March 1997
Deloitte & Touche 1986 - 1991
Skills
Windows Server 2008, Windows Server 2003, Windows Small Business..., Windows Small Business..., Windows Small Business..., Sonicwall, Netgear, Virtual PC, Virtualization, HP Proliant, Draytek, Dell PowerEdge Servers, Microsoft Exchange, Microsoft Office, Intermedia Hosted..., Blackberry Enterprise..., Reflexion hosted..., eFolder Online Backup, MozyPro Online Backup, Desktop Support, Managed Services, CISSP, Security Clearance, Online Backup, Hosted, Windows Server, Technical Support, Small Business Server, Business Continuity, IT Audit, Information Technology, Lenovo, Windows Server 2012, Cloud Computing, Computer Security, Consulting, Disaster Recovery, Firewalls, IT Management, Management, Mergers, Network Administration, Network Security, Security, Servers, Strategic Planning, Training, Troubleshooting, VPN, VoIP
Education
Rutgers, The State University of New Jersey-Newark 1978 — 1982
MBA, Finance
Lehigh University 1976 — 1978
BA, Psychology
Andrew Keith Andrew Keith's Bankers Trust Experience February 1998 - January 2000
Job Executive Director at Nomura Securities
Industry Financial Services
Experience
Nomura Securities April 2014 - Present
Lloyds Banking Group January 2008 - March 2014
Bank of Scotland USA (now a member of Lloyds Banking Group) September 2005 - December 2007
Sanford C. Bernstein January 2005 - September 2005
Keith Consultants October 2004 - December 2004
Lehman Brothers February 2000 - September 2004
Bankers Trust February 1998 - January 2000
The Bank of New York 1993 - 1997
Skills
Restructuring, Syndications, Customer Relations, Origination, Credit, Portfolio Management, Asset Management, Loans, Workout, Asset Based Lending, Debt, Structuring, Credit Analysis, Capital Markets, Valuation, Financial Analysis, Leveraged Finance, Due Diligence, Commercial Banking, Credit Risk, Banking, Underwriting, Real Estate, Risk Management, Risk, Syndication, Debt Restructuring, Cash Flow, Structured Finance, Financial Risk, Loan Origination, Treasury Management, Financial Structuring, Relationship Management, Organizational..., Business Development, Downhill Skiing, SEC filings, Oil/Gas, Commercial Lending, Investment Banking, Corporate Finance, Fixed Income, Financial Advisory, Bonds, Private Equity, Financial Modeling, Equities, Structured Products
Education
York University - Schulich School of Business 1990 — 1992
MBA, Finance, Marketing
McMaster University 1987 — 1989
B Comm, Accounting, Marketing
McMaster University 1986 — 1989
B Comm, accounting
Georges Vanier S.S. 1981 — 1985
High School Diploma, Math, Accounting
Nomura Securities April 2014 - Present
Lloyds Banking Group January 2008 - March 2014
Bank of Scotland USA (now a member of Lloyds Banking Group) September 2005 - December 2007
Sanford C. Bernstein January 2005 - September 2005
Keith Consultants October 2004 - December 2004
Lehman Brothers February 2000 - September 2004
Bankers Trust February 1998 - January 2000
The Bank of New York 1993 - 1997
Skills
Restructuring, Syndications, Customer Relations, Origination, Credit, Portfolio Management, Asset Management, Loans, Workout, Asset Based Lending, Debt, Structuring, Credit Analysis, Capital Markets, Valuation, Financial Analysis, Leveraged Finance, Due Diligence, Commercial Banking, Credit Risk, Banking, Underwriting, Real Estate, Risk Management, Risk, Syndication, Debt Restructuring, Cash Flow, Structured Finance, Financial Risk, Loan Origination, Treasury Management, Financial Structuring, Relationship Management, Organizational..., Business Development, Downhill Skiing, SEC filings, Oil/Gas, Commercial Lending, Investment Banking, Corporate Finance, Fixed Income, Financial Advisory, Bonds, Private Equity, Financial Modeling, Equities, Structured Products
Education
York University - Schulich School of Business 1990 — 1992
MBA, Finance, Marketing
McMaster University 1987 — 1989
B Comm, Accounting, Marketing
McMaster University 1986 — 1989
B Comm, accounting
Georges Vanier S.S. 1981 — 1985
High School Diploma, Math, Accounting
Douglas Kerridge Douglas Kerridge's Bankers Trust Experience 1997 - 1998
Job Structured Finance Professional
Industry Banking
Experience
Natixis 2013 - 2014
Natixis 2008 - 2012
Natixis 2006 - 2008
HSBC 2005 - 2006
HSBC 2004 - 2005
Bank of America 2001 - 2004
Bank of America 1998 - 2000
Bankers Trust 1997 - 1998
Bankers Trust 1995 - 1996
Sullivan & Cromwell LLP 1994 - 1995
Skills
Structured Finance, Fixed Income, Derivatives, Financial Markets, Capital Markets, Corporate Finance, Equities, Securities, Structured Products, Investment Banking, Investments, Bonds, Equity Derivatives, Alternative Investments, Portfolio Management, Private Equity, Financial Structuring, Hedge Funds, Asset Management, Emerging Markets, Valuation, Trading, Financial Modeling, Bloomberg
Education
University of Baltimore School of Law 1991 — 1993
JD
Lafayette College 1985 — 1989
BA, Government and Law
Westminster School 1983 — 1985
Natixis 2013 - 2014
Natixis 2008 - 2012
Natixis 2006 - 2008
HSBC 2005 - 2006
HSBC 2004 - 2005
Bank of America 2001 - 2004
Bank of America 1998 - 2000
Bankers Trust 1997 - 1998
Bankers Trust 1995 - 1996
Sullivan & Cromwell LLP 1994 - 1995
Skills
Structured Finance, Fixed Income, Derivatives, Financial Markets, Capital Markets, Corporate Finance, Equities, Securities, Structured Products, Investment Banking, Investments, Bonds, Equity Derivatives, Alternative Investments, Portfolio Management, Private Equity, Financial Structuring, Hedge Funds, Asset Management, Emerging Markets, Valuation, Trading, Financial Modeling, Bloomberg
Education
University of Baltimore School of Law 1991 — 1993
JD
Lafayette College 1985 — 1989
BA, Government and Law
Westminster School 1983 — 1985
Keith Angell's Bankers Trust Experience August 1998 - May 1999
Job Founder & President / CFO of PerPay Inc.
Industry Computer Software
Experience
PerPay Inc April 2014 - Present
PayrollShopping.com February 2013 - Present
Regional Rail Capital February 2013 - Present
Barclays Capital July 2011 - May 2013
Credit Suisse September 2007 - June 2011
Deutsche Bank May 1999 - September 2007
Bankers Trust August 1998 - May 1999
Skills
FinTech, Capital Markets, Financial Structuring, Alternative Investments, Leadership, Derivatives, Asset Management, Equities, Trading, Hedge Funds, Prime Brokerage, Fixed Income, Equity Derivatives, Structured Products, Investment Banking, Options, Trading Systems, Electronic Trading
Education
Lafayette College 1994 — 1998
Bachelor’s Degree, Math and Economics
PerPay Inc April 2014 - Present
PayrollShopping.com February 2013 - Present
Regional Rail Capital February 2013 - Present
Barclays Capital July 2011 - May 2013
Credit Suisse September 2007 - June 2011
Deutsche Bank May 1999 - September 2007
Bankers Trust August 1998 - May 1999
Skills
FinTech, Capital Markets, Financial Structuring, Alternative Investments, Leadership, Derivatives, Asset Management, Equities, Trading, Hedge Funds, Prime Brokerage, Fixed Income, Equity Derivatives, Structured Products, Investment Banking, Options, Trading Systems, Electronic Trading
Education
Lafayette College 1994 — 1998
Bachelor’s Degree, Math and Economics
Jamie Whitehead Jamie Whitehead's Bankers Trust Experience January 1992 - January 1996
Job Venture Capital
Industry Financial Services
Experience
Jamas Capital Management June 2014 - Present
Regions Bank 2004 - Present
Molpus Woodlands Advisors January 2002 - April 2004
GulfSouth Capital January 1999 - January 2002
Lehman Brothers January 1996 - January 1999
Bankers Trust January 1992 - January 1996
Skills
Wealth Management, Finance, Private Equity, Financial Analysis, Investments, Mutual Funds, Banking, Portfolio Management, Financial Risk, Securities
Education
Mississippi State University 1987 — 1991
Jackson Academy
Jamas Capital Management June 2014 - Present
Regions Bank 2004 - Present
Molpus Woodlands Advisors January 2002 - April 2004
GulfSouth Capital January 1999 - January 2002
Lehman Brothers January 1996 - January 1999
Bankers Trust January 1992 - January 1996
Skills
Wealth Management, Finance, Private Equity, Financial Analysis, Investments, Mutual Funds, Banking, Portfolio Management, Financial Risk, Securities
Education
Mississippi State University 1987 — 1991
Jackson Academy
Bucky Wright Bucky Wright's Bankers Trust Experience September 2014 - Present
Job VP at Bankers Trust
Industry Financial Services
Experience
Bankers Trust September 2014 - Present
Reliance Trust Company January 2012 - September 2014
Willamette Management Associates May 2001 - November 2009
Skills
ESOP, Business Valuation, Valuation, Corporate Finance, ERISA, Finance, Financial Modeling, Forensic Accounting, Due Diligence, Private Equity, Mergers & Acquisitions, Financial Analysis, Investment Banking, Equities, Investments, Securities, Management, Financial Planning, Restructuring, Corporate Governance, Financial Services
Education
Kennesaw State University - Michael J. Coles College of Business 2000 — 2001
MBA, Finance
University of Georgia - Terry College of Business 1995 — 1998
BBA, Finance
Bankers Trust September 2014 - Present
Reliance Trust Company January 2012 - September 2014
Willamette Management Associates May 2001 - November 2009
Skills
ESOP, Business Valuation, Valuation, Corporate Finance, ERISA, Finance, Financial Modeling, Forensic Accounting, Due Diligence, Private Equity, Mergers & Acquisitions, Financial Analysis, Investment Banking, Equities, Investments, Securities, Management, Financial Planning, Restructuring, Corporate Governance, Financial Services
Education
Kennesaw State University - Michael J. Coles College of Business 2000 — 2001
MBA, Finance
University of Georgia - Terry College of Business 1995 — 1998
BBA, Finance
Alan Daniel Petrash Alan Daniel Petrash's Bankers Trust Experience 1988 - 1991
Job Mainframe Programmer and Network Engineer Seeking new employment
Industry Information Technology and Services
Experience
eHire 1998 - 2000
CGS April 1994 - 1996
Government of Ontario May 1991 - April 1994
Ontario Government May 1991 - April 1994
Bankers Trust 1988 - 1991
Chemical Bank May 1985 - May 1988
Canadian National Railways 1977 - 1985
CBC/Radio-Canada (CBK) 1976 - 1976
Skills
Software Development, Software Documentation, SQL, SDLC, Vendor Management, Visio, Linux, Project Management, Integration, Microsoft Word, Microsoft Office, Program Management, Business Analysis, Agile Methodologies, IT Management, Database Administration, Business Intelligence, Software Project..., IBM Mainframe, Data Analysis, Outlook, Security, Management, Data Warehousing, Microsoft Excel, Business Process..., Analysis, Troubleshooting
Education
McGill University 1983 — 1985
Confederation College 1974 — 1976
Broadcasting Arts
University of Manitoba 1972 — 1974
Computer Science
Sisler Senior High 1967 — 1971
University of Manitoba
University of Manitoba
eHire 1998 - 2000
CGS April 1994 - 1996
Government of Ontario May 1991 - April 1994
Ontario Government May 1991 - April 1994
Bankers Trust 1988 - 1991
Chemical Bank May 1985 - May 1988
Canadian National Railways 1977 - 1985
CBC/Radio-Canada (CBK) 1976 - 1976
Skills
Software Development, Software Documentation, SQL, SDLC, Vendor Management, Visio, Linux, Project Management, Integration, Microsoft Word, Microsoft Office, Program Management, Business Analysis, Agile Methodologies, IT Management, Database Administration, Business Intelligence, Software Project..., IBM Mainframe, Data Analysis, Outlook, Security, Management, Data Warehousing, Microsoft Excel, Business Process..., Analysis, Troubleshooting
Education
McGill University 1983 — 1985
Confederation College 1974 — 1976
Broadcasting Arts
University of Manitoba 1972 — 1974
Computer Science
Sisler Senior High 1967 — 1971
University of Manitoba
University of Manitoba
Sara Sprung Sara Sprung's Bankers Trust Experience 1989 - 1997
Job Managing Director at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman February 2013 - Present
Ally Financial Inc. August 2011 - March 2013
Consultant September 2010 - July 2011
Union Bancaire Privee June 2009 - 2010
Fortress Investment Group 2008 - July 2009
Fortress Investment Group 2006 - 2007
Moore Capital 2005 - 2006
JPMorgan 1999 - 2005
Merrill Lynch 1997 - 1998
Bankers Trust 1989 - 1997
Skills
Investments, Hedging, Global Macro, Hedge Funds, Portfolio Management, Derivatives, Fixed Income, Alternative Investments, Equities, Capital Markets, Asset Managment, Financial Modeling, Due Diligence, Private Equity, Emerging Markets, Risk Management, Structured Products, Investment Banking, Bloomberg, Valuation, Financial Risk, Strategy, Trading, Asset Management, Options, Financial Markets, FX Options
Education
Massachusetts Institute of Technology 1980 — 1984
S.B., Business
Teaneck High School 1977 — 1980
Neuberger Berman February 2013 - Present
Ally Financial Inc. August 2011 - March 2013
Consultant September 2010 - July 2011
Union Bancaire Privee June 2009 - 2010
Fortress Investment Group 2008 - July 2009
Fortress Investment Group 2006 - 2007
Moore Capital 2005 - 2006
JPMorgan 1999 - 2005
Merrill Lynch 1997 - 1998
Bankers Trust 1989 - 1997
Skills
Investments, Hedging, Global Macro, Hedge Funds, Portfolio Management, Derivatives, Fixed Income, Alternative Investments, Equities, Capital Markets, Asset Managment, Financial Modeling, Due Diligence, Private Equity, Emerging Markets, Risk Management, Structured Products, Investment Banking, Bloomberg, Valuation, Financial Risk, Strategy, Trading, Asset Management, Options, Financial Markets, FX Options
Education
Massachusetts Institute of Technology 1980 — 1984
S.B., Business
Teaneck High School 1977 — 1980
Naeem Khalid Naeem Khalid's Bankers Trust Experience 1996 - 1998
Job Global Head of Platform Servcies Pvt Bank at Standard Charterd Bank
Industry Investment Management
Experience
Standard Charterd Bank March 2009 - Present
Deustche Bank June 2006 - December 2008
Deutsche Bank June 2006 - June 2007
Deutsche Asset Management June 2000 - June 2005
DWS Investments 2001 - 2005
DWS Holding & Services 2001 - 2005
Bankers Trust 1996 - 1998
JPMorgan 1994 - 1996
JP Morgan 1994 - 1996
Skills
Management, Business Intelligence, Budgets, Investment Banking, Hedge Funds, BPO, Strategy, Asset Managment, Executive Management, Alternative Investments, Financial Risk, Mutual Funds, Equities, Risk Management, Negotiation, Cross-functional Team..., Credit Derivatives, Options, Portfolio Management, Investment Management, Bloomberg, Derivatives, Software Development, Team Management, Investments, Financial Services, Banking, Leadership, Databases, Electronic Trading, Trading, Market Data, Security, FX Options, Capital Markets, Trading Systems, Fixed Income, Back Office, Middle Office, Financial Markets, Market Risk, Securities, Equity Derivatives, Asset Management, Emerging Markets, Bonds, Prime Brokerage, Structured Products, Swaps
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Massachusetts Institute of Technology 1984 — 1987
MS, EECS
UET Lahore
Standard Charterd Bank March 2009 - Present
Deustche Bank June 2006 - December 2008
Deutsche Bank June 2006 - June 2007
Deutsche Asset Management June 2000 - June 2005
DWS Investments 2001 - 2005
DWS Holding & Services 2001 - 2005
Bankers Trust 1996 - 1998
JPMorgan 1994 - 1996
JP Morgan 1994 - 1996
Skills
Management, Business Intelligence, Budgets, Investment Banking, Hedge Funds, BPO, Strategy, Asset Managment, Executive Management, Alternative Investments, Financial Risk, Mutual Funds, Equities, Risk Management, Negotiation, Cross-functional Team..., Credit Derivatives, Options, Portfolio Management, Investment Management, Bloomberg, Derivatives, Software Development, Team Management, Investments, Financial Services, Banking, Leadership, Databases, Electronic Trading, Trading, Market Data, Security, FX Options, Capital Markets, Trading Systems, Fixed Income, Back Office, Middle Office, Financial Markets, Market Risk, Securities, Equity Derivatives, Asset Management, Emerging Markets, Bonds, Prime Brokerage, Structured Products, Swaps
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Massachusetts Institute of Technology 1984 — 1987
MS, EECS
UET Lahore
Madison Bravard Madison Bravard's Bankers Trust Experience May 2014 - August 2014
Job Sales and Marketing Intern at Pella Corporation
Industry Marketing and Advertising
Experience
Pella Corporation May 2015 - Present
Missouri State University Office of Admissions January 2013 - May 2015
Bankers Trust May 2014 - August 2014
The Integer Group May 2013 - August 2013
Des Moines Golf and Country Club June 2009 - August 2012
Skills
Marketing, Facebook, Public Speaking, Networking, Social Networking, Creative Writing, Social Media, Event Planning, Microsoft Office, Team Leadership, Athletics, Entertainment Management, Music, Time Management, Leadership, People Skills, Event Management, Fundraising, Microsoft Word, PowerPoint, Customer Service, Fashion, Hair Styling, Beauty Industry, Marketing Communications
Education
Missouri State University 2012 — 2016
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General, Senior
Dowling Catholic High School 2008 — 2012
High School Diploma
Pella Corporation May 2015 - Present
Missouri State University Office of Admissions January 2013 - May 2015
Bankers Trust May 2014 - August 2014
The Integer Group May 2013 - August 2013
Des Moines Golf and Country Club June 2009 - August 2012
Skills
Marketing, Facebook, Public Speaking, Networking, Social Networking, Creative Writing, Social Media, Event Planning, Microsoft Office, Team Leadership, Athletics, Entertainment Management, Music, Time Management, Leadership, People Skills, Event Management, Fundraising, Microsoft Word, PowerPoint, Customer Service, Fashion, Hair Styling, Beauty Industry, Marketing Communications
Education
Missouri State University 2012 — 2016
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General, Senior
Dowling Catholic High School 2008 — 2012
High School Diploma
Barbara Baldauf Barbara Baldauf's Bankers Trust Experience 1990 - 1995
Job Service Delivery Manager at Xerox Services
Industry Information Technology and Services
Experience
Xerox HR Solutions March 2010 - Present
Buck Consultants 1995 - 1997
Bankers Trust 1990 - 1995
Skills
Business Analysis, SDLC, Data Analysis
Education
Kean University
Bachelor of Arts (B.A.), Mathematics
Kean University
Bachelor of Education (B.Ed.), Secondary Education and Teaching
Xerox HR Solutions March 2010 - Present
Buck Consultants 1995 - 1997
Bankers Trust 1990 - 1995
Skills
Business Analysis, SDLC, Data Analysis
Education
Kean University
Bachelor of Arts (B.A.), Mathematics
Kean University
Bachelor of Education (B.Ed.), Secondary Education and Teaching
Jason Hacker Jason Hacker's Bankers Trust Experience April 2013 - December 2013
Job Auditor at Iowa Ethics & Campaign Disclosure Board
Industry Government Administration
Experience
Iowa Ethics & Campaign Disclosure Board December 2013 - Present
Bankers Trust April 2013 - December 2013
HHC 2-135 IN April 2004 - April 2013
Army National Guard April 2004 - April 2013
Army National Guard June 2007 - July 2008
United States Department of Defense September 2006 - May 2007
Army National Guard August 2006 - May 2007
Skills
Adept at Microsoft..., Enrolled in CFA exam..., Current Secret Security..., Minnesota State Mankato..., Management, Budgets, Logistics Management, Government, Organizational..., Time Management, Purchasing
Education
Minnesota State University, Mankato 2005 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance, General
Rochester Community and Technical College 2000 — 2003
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Iowa Ethics & Campaign Disclosure Board December 2013 - Present
Bankers Trust April 2013 - December 2013
HHC 2-135 IN April 2004 - April 2013
Army National Guard April 2004 - April 2013
Army National Guard June 2007 - July 2008
United States Department of Defense September 2006 - May 2007
Army National Guard August 2006 - May 2007
Skills
Adept at Microsoft..., Enrolled in CFA exam..., Current Secret Security..., Minnesota State Mankato..., Management, Budgets, Logistics Management, Government, Organizational..., Time Management, Purchasing
Education
Minnesota State University, Mankato 2005 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance, General
Rochester Community and Technical College 2000 — 2003
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Rosanna Ramos-Velita Rosanna Ramos-Velita's Bankers Trust Experience August 1992 - August 1996
Job Chairman of the Board at Caja Rural Los Andes
Industry Banking
Experience
The Lauder Institute, University of Pennsylvania November 2014 - Present
Caja Rural Los Andes November 2010 - Present
Grameen Foundation May 2005 - Present
Citi 2004 - 2007
Citi 2002 - 2004
UBS Investment Bank 1996 - 1999
Bankers Trust August 1992 - August 1996
AT&T Microelectronics August 1984 - May 1990
Skills
Investment Banking, Mergers & Acquisitions, Financial Analysis, Venture Capital, Strategic Partnerships, Strategic Planning, Business Strategy, Strategy, Private Equity, Corporate Development, Mergers, Start-ups, Emerging Markets, Valuation, Social Entrepreneurship, Microsoft Excel, Entrepreneurship, Management Consulting, Business Planning, Social Impact
Education
University of Pennsylvania - The Lauder Institute 1990 — 1992
Master's Degree, International Studies
University of Pennsylvania - The Wharton School 1990 — 1992
Master of Business Administration (MBA), International Finance
Lehigh University 1984 — 1989
Master of Science (M.S.), Microelectronics
The University of North Dakota 1981 — 1984
Bachelor of Science (B.S.), Electrical Engineering
Colegio San José, Ica, Perú 1968 — 1979
High School Graduate
The Lauder Institute, University of Pennsylvania November 2014 - Present
Caja Rural Los Andes November 2010 - Present
Grameen Foundation May 2005 - Present
Citi 2004 - 2007
Citi 2002 - 2004
UBS Investment Bank 1996 - 1999
Bankers Trust August 1992 - August 1996
AT&T Microelectronics August 1984 - May 1990
Skills
Investment Banking, Mergers & Acquisitions, Financial Analysis, Venture Capital, Strategic Partnerships, Strategic Planning, Business Strategy, Strategy, Private Equity, Corporate Development, Mergers, Start-ups, Emerging Markets, Valuation, Social Entrepreneurship, Microsoft Excel, Entrepreneurship, Management Consulting, Business Planning, Social Impact
Education
University of Pennsylvania - The Lauder Institute 1990 — 1992
Master's Degree, International Studies
University of Pennsylvania - The Wharton School 1990 — 1992
Master of Business Administration (MBA), International Finance
Lehigh University 1984 — 1989
Master of Science (M.S.), Microelectronics
The University of North Dakota 1981 — 1984
Bachelor of Science (B.S.), Electrical Engineering
Colegio San José, Ica, Perú 1968 — 1979
High School Graduate
Tina Hogan Tina Hogan's Bankers Trust Experience 1994 - 2002
Job Supervisor, Provider Systems information at Coventry Health Care
Industry Hospital & Health Care
Experience
Coventry Health Care January 2012 - Present
OptumInsight October 2010 - August 2011
Ingenix March 2005 - October 2010
MetLife September 1998 - October 2002
Bankers Trust 1994 - 2002
Education
Middle Tennessee State University 1986 — 1991
BS, Communications
Coventry Health Care January 2012 - Present
OptumInsight October 2010 - August 2011
Ingenix March 2005 - October 2010
MetLife September 1998 - October 2002
Bankers Trust 1994 - 2002
Education
Middle Tennessee State University 1986 — 1991
BS, Communications
Thomas Calabro, Jr. Thomas Calabro, Jr.'s Bankers Trust Experience 1987 - 1993
Job Director at Buck Consultants
Industry Outsourcing/Offshoring
Experience
Buck Consultants/Xerox HR Services October 2012 - Present
Aon Hewitt October 2010 - March 2012
Hewitt Associates March 2010 - October 2010
ING Institutional Plan Services (formerly CitiStreet) July 2008 - May 2009
CitiStreet LLC March 2003 - July 2008
United Benefits Systems & Solutions 2002 - 2003
CompuBank, NA 2000 - 2001
Allmerica Financial 1999 - 2000
Bankers Trust Company (of the Southwest) 1993 - 1998
Bankers Trust 1987 - 1993
Skills
Outsourcing, Change Management, Customer Service, Retirement, Defined Benefit, Employee Benefits, Benefits Administration, 401k, Benefits, Pensions, Operations Management, Health & Welfare..., Leadership, Mutual Funds, Vendor Management, Investments, Relationship Management, Management, Training, Process Improvement, Pension Administration, Succession Planning, CRM, Financial Services, ERISA, Human Resources, Strategic Planning, Defined Contribution, Retirement Planning, Banking, Budgets, Call Centers, Performance Management, Deferred Compensation, Business Process, Coaching, Start-ups, Sales Operations, Customer Satisfaction, Sales, Business Networking, New Business Development, Selling, Business Development, Insurance, BPO, Securities, Executive Management, Employee Engagement, Risk Management
Education
LIU Post 1978 — 1982
Xaverian High School 1974 — 1978
Buck Consultants/Xerox HR Services October 2012 - Present
Aon Hewitt October 2010 - March 2012
Hewitt Associates March 2010 - October 2010
ING Institutional Plan Services (formerly CitiStreet) July 2008 - May 2009
CitiStreet LLC March 2003 - July 2008
United Benefits Systems & Solutions 2002 - 2003
CompuBank, NA 2000 - 2001
Allmerica Financial 1999 - 2000
Bankers Trust Company (of the Southwest) 1993 - 1998
Bankers Trust 1987 - 1993
Skills
Outsourcing, Change Management, Customer Service, Retirement, Defined Benefit, Employee Benefits, Benefits Administration, 401k, Benefits, Pensions, Operations Management, Health & Welfare..., Leadership, Mutual Funds, Vendor Management, Investments, Relationship Management, Management, Training, Process Improvement, Pension Administration, Succession Planning, CRM, Financial Services, ERISA, Human Resources, Strategic Planning, Defined Contribution, Retirement Planning, Banking, Budgets, Call Centers, Performance Management, Deferred Compensation, Business Process, Coaching, Start-ups, Sales Operations, Customer Satisfaction, Sales, Business Networking, New Business Development, Selling, Business Development, Insurance, BPO, Securities, Executive Management, Employee Engagement, Risk Management
Education
LIU Post 1978 — 1982
Xaverian High School 1974 — 1978
Ronnie Barnes's Bankers Trust Experience August 1993 - July 1994
Job Principal at Cornerstone Research
Industry Financial Services
Experience
Cornerstone Research August 2014 - Present
Cornerstone Research October 2012 - July 2014
Credit Suisse May 2011 - September 2012
Royal Bank of Scotland November 2008 - May 2011
CRA International January 2006 - October 2008
London Business School October 1995 - December 2005
Paribas Capital Markets July 1994 - August 1995
Bankers Trust August 1993 - July 1994
Price Waterhouse October 1987 - August 1993
Skills
Financial Engineering, Valuation, Quantitative Analytics, Quantitative Finance, Derivatives
Education
London Business School 1995 — 2000
PhD, Accounting
London Business School 1993 — 1995
MSc, Finance (with distinction)
University of Cambridge (St Edmund's College) 1986 — 1987
Part III (CASM), Mathematics and Theoretical Physics
University of Oxford (Wadham College) 1983 — 1986
BA (Hons), Mathematics
Cornerstone Research August 2014 - Present
Cornerstone Research October 2012 - July 2014
Credit Suisse May 2011 - September 2012
Royal Bank of Scotland November 2008 - May 2011
CRA International January 2006 - October 2008
London Business School October 1995 - December 2005
Paribas Capital Markets July 1994 - August 1995
Bankers Trust August 1993 - July 1994
Price Waterhouse October 1987 - August 1993
Skills
Financial Engineering, Valuation, Quantitative Analytics, Quantitative Finance, Derivatives
Education
London Business School 1995 — 2000
PhD, Accounting
London Business School 1993 — 1995
MSc, Finance (with distinction)
University of Cambridge (St Edmund's College) 1986 — 1987
Part III (CASM), Mathematics and Theoretical Physics
University of Oxford (Wadham College) 1983 — 1986
BA (Hons), Mathematics
Stanley Rose Stanley Rose's Bankers Trust Experience November 1977 - June 1997
Job Retired (again)
Industry Banking
Experience
Bank of America November 2010 - November 2011
The Bank of New York Mellon August 2009 - August 2009
The Bank of New York Mellon June 2007 - August 2009
The Bank of New York June 1999 - June 2007
Bankers Trust Company (now Deutsche Bank) November 1997 - June 1999
DEUTSCHE BANK (acquired BANKERS TRUST COMPANY in 1999), New York, NY 1999 - 1999
Bankers Trust November 1977 - June 1997
Automated Concepts Inc. May 1976 - November 1977
Advanced Medical Systems September 1972 - May 1976
Massachusetts General Hospital February 1969 - September 1972
Skills
Risk Management, Operational Risk..., Banking, Program Management, Information Technology, Data Center, Business Analysis, Business Continuity, PMO, Investment Banking, IT Risk Management, Disaster Recovery, Management, Financial Risk, IT Strategy, Governance, Security, SDLC, Risk Assessment, Databases, Financial Services, Information Security, Enterprise Software, Project Portfolio..., Vendor Management
Education
Massachusetts Institute of Technology 1967 — 1969
MS, EE/Computer Science
Massachusetts Institute of Technology 1963 — 1967
SB, EE/Computer Science
Bank of America November 2010 - November 2011
The Bank of New York Mellon August 2009 - August 2009
The Bank of New York Mellon June 2007 - August 2009
The Bank of New York June 1999 - June 2007
Bankers Trust Company (now Deutsche Bank) November 1997 - June 1999
DEUTSCHE BANK (acquired BANKERS TRUST COMPANY in 1999), New York, NY 1999 - 1999
Bankers Trust November 1977 - June 1997
Automated Concepts Inc. May 1976 - November 1977
Advanced Medical Systems September 1972 - May 1976
Massachusetts General Hospital February 1969 - September 1972
Skills
Risk Management, Operational Risk..., Banking, Program Management, Information Technology, Data Center, Business Analysis, Business Continuity, PMO, Investment Banking, IT Risk Management, Disaster Recovery, Management, Financial Risk, IT Strategy, Governance, Security, SDLC, Risk Assessment, Databases, Financial Services, Information Security, Enterprise Software, Project Portfolio..., Vendor Management
Education
Massachusetts Institute of Technology 1967 — 1969
MS, EE/Computer Science
Massachusetts Institute of Technology 1963 — 1967
SB, EE/Computer Science
Elisa Walden, MEd, SPHR Elisa Walden, MEd, SPHR's Bankers Trust Experience 1994 - 1997
Job HR Learning & Development at Hyundai Motor Manufacturing Alabama LLC
Industry Human Resources
Experience
Hyundai Motor Manufacturing Alabama LLC July 2012 - Present
Ascendant HR, LLC September 2009 - September 2012
Cummins Inc. July 2006 - December 2008
Cummins Inc. September 2002 - June 2006
MetLife 1997 - 2002
Bankers Trust 1994 - 1997
Skills
Performance Management, Organizational..., Onboarding, Leadership, Human Resources, Workshop Facilitation, New Hire Orientations, Customer Service, Recruiting, Career Development, Team Building, Employee Relations, Benefits Administration, Employee Benefits, Performance Improvement, Leadership Development, Training Facilitation, Curriculum Design, Curriculum Development, Management, Curriculum Management, Training Delivery, Diversity Training, Performance Consulting, New Hire Orientation, Benefits Communication, Open Enrollment, Customer Satisfaction..., Quality Assurance, Leading Projects, Training
Education
Middle Tennessee State University 1991 — 1993
MEd, Curriculum and Instruction
Middle Tennessee State University 1986 — 1991
BS, Education
Hyundai Motor Manufacturing Alabama LLC July 2012 - Present
Ascendant HR, LLC September 2009 - September 2012
Cummins Inc. July 2006 - December 2008
Cummins Inc. September 2002 - June 2006
MetLife 1997 - 2002
Bankers Trust 1994 - 1997
Skills
Performance Management, Organizational..., Onboarding, Leadership, Human Resources, Workshop Facilitation, New Hire Orientations, Customer Service, Recruiting, Career Development, Team Building, Employee Relations, Benefits Administration, Employee Benefits, Performance Improvement, Leadership Development, Training Facilitation, Curriculum Design, Curriculum Development, Management, Curriculum Management, Training Delivery, Diversity Training, Performance Consulting, New Hire Orientation, Benefits Communication, Open Enrollment, Customer Satisfaction..., Quality Assurance, Leading Projects, Training
Education
Middle Tennessee State University 1991 — 1993
MEd, Curriculum and Instruction
Middle Tennessee State University 1986 — 1991
BS, Education
Brian Jalazo Brian Jalazo's Bankers Trust Experience January 1990 - June 1998
Job Managing Director, Head of Corporate Derivatives and FX Marketing at BNP Paribas
Industry Banking
Experience
BNP Paribas August 2001 - Present
Bankers Trust January 1990 - June 1998
Skills
Derivatives, Capital Markets, Structured Products, Investment Banking, Fixed Income, Financial Markets, Equities, FX Options, Options, Structured Finance, Financial Structuring, Equity Derivatives, Hedge Funds, Emerging Markets, Swaps, Trading
Education
Lehigh University - College of Business and Economics 1984 — 1988
Bachelor of Science (BS), Business Administration and Management, General
BNP Paribas August 2001 - Present
Bankers Trust January 1990 - June 1998
Skills
Derivatives, Capital Markets, Structured Products, Investment Banking, Fixed Income, Financial Markets, Equities, FX Options, Options, Structured Finance, Financial Structuring, Equity Derivatives, Hedge Funds, Emerging Markets, Swaps, Trading
Education
Lehigh University - College of Business and Economics 1984 — 1988
Bachelor of Science (BS), Business Administration and Management, General
Carolyn Seergy Carolyn Seergy's Bankers Trust Experience 1998 - 1999
Job Experienced Office Manager & Administrative Professional
Industry Entertainment
Experience
Time Warner January 2012 - June 2013
Time Warner November 2005 - December 2011
Deutsche Bank 2002 - 2004
Deutsche Bank 2000 - 2002
Deutsche Bank 1999 - 2000
Bankers Trust 1998 - 1999
Bankers Trust 1997 - 1998
Bankers Trust 1993 - 1997
Skills
Human Resources, Event Planning, Program Management, Talent Management, Project Planning, Team Building, Salesforce.com, Communication Skills, Client Service Oriented, Client Services, Customer Service
Education
Teachers College of Columbia University 2001 — 2004
M.A., Organizational Psychology
Marymount Manhattan College 1993 — 1997
B.A. - Business Management, Industrial and Organizational Psychology, 3.88
Poly Prep
Time Warner January 2012 - June 2013
Time Warner November 2005 - December 2011
Deutsche Bank 2002 - 2004
Deutsche Bank 2000 - 2002
Deutsche Bank 1999 - 2000
Bankers Trust 1998 - 1999
Bankers Trust 1997 - 1998
Bankers Trust 1993 - 1997
Skills
Human Resources, Event Planning, Program Management, Talent Management, Project Planning, Team Building, Salesforce.com, Communication Skills, Client Service Oriented, Client Services, Customer Service
Education
Teachers College of Columbia University 2001 — 2004
M.A., Organizational Psychology
Marymount Manhattan College 1993 — 1997
B.A. - Business Management, Industrial and Organizational Psychology, 3.88
Poly Prep
Dionne Sims Dionne Sims's Bankers Trust Experience May 2010 - August 2010
Job Accounting at Marel
Industry Machinery
Experience
Marel June 2012 - Present
Youth and Shelter Services December 2010 - June 2012
Global Reach Internet Productions October 2010 - June 2012
Bankers Trust May 2010 - August 2010
Skills
Accounts Receivable, Account Reconciliation, SAP, Microsoft Office, Customer Service, Microsoft Excel, General Ledger, Tax
Education
Iowa State University - College of Business 2007 — 2011
B.S, Accounting
Marel June 2012 - Present
Youth and Shelter Services December 2010 - June 2012
Global Reach Internet Productions October 2010 - June 2012
Bankers Trust May 2010 - August 2010
Skills
Accounts Receivable, Account Reconciliation, SAP, Microsoft Office, Customer Service, Microsoft Excel, General Ledger, Tax
Education
Iowa State University - College of Business 2007 — 2011
B.S, Accounting
Ruth Seitelman writing as Ruth A. Casie Ruth Seitelman writing as Ruth A. Casie's Bankers Trust Experience 1988 - 1993
Job Author at Carina Press and Harlequin
Industry Writing and Editing
Experience
Fiction Author November 2011 - Present
J.P. Morgan March 1993 - June 2013
JPMorgan Chase March 1993 - May 2013
J. P. Morgan Chase 1993 - May 2013
Bankers Trust 1988 - 1993
The Chase Manhattan Bank 1980 - 1988
Skills
Product Management, Banking, Financial Services, Strategy, Analysis, Leadership, Competitive Analysis, Risk Management, Blogging, Books, Management, Publishing, Treasury Services, Investments, Social Media, Business Planning, Market Research, Training, Editing, Asset Managment, Fiction, Ebooks, Creative Writing, Marketing Strategy, Portfolio Management, Software Documentation, Advertising, Fiction Writing, Novels, Product Development, New Business Development, Treasury Management, Mergers & Acquisitions, Cash Management, Mergers, Asset Management, Relationship Management, Capital Markets, Credit, Project Management, Strategic Planning, Program Management, Payments, MS Project, Proposal Writing, Historical Fiction, Fantasy, Romance, Team Leadership
Education
Ithaca College 1963 — 1967
Fiction Author November 2011 - Present
J.P. Morgan March 1993 - June 2013
JPMorgan Chase March 1993 - May 2013
J. P. Morgan Chase 1993 - May 2013
Bankers Trust 1988 - 1993
The Chase Manhattan Bank 1980 - 1988
Skills
Product Management, Banking, Financial Services, Strategy, Analysis, Leadership, Competitive Analysis, Risk Management, Blogging, Books, Management, Publishing, Treasury Services, Investments, Social Media, Business Planning, Market Research, Training, Editing, Asset Managment, Fiction, Ebooks, Creative Writing, Marketing Strategy, Portfolio Management, Software Documentation, Advertising, Fiction Writing, Novels, Product Development, New Business Development, Treasury Management, Mergers & Acquisitions, Cash Management, Mergers, Asset Management, Relationship Management, Capital Markets, Credit, Project Management, Strategic Planning, Program Management, Payments, MS Project, Proposal Writing, Historical Fiction, Fantasy, Romance, Team Leadership
Education
Ithaca College 1963 — 1967
Ira Feinberg Ira Feinberg's Bankers Trust Experience 1988 - 1990
Job President at Feinberg Productivity Engineering, LLC
Industry Information Technology and Services
Experience
Feinberg Productivity Engineering, LLC May 2015 - Present
Return on Intelligence January 2013 - May 2015
AKA Group LLC June 2011 - January 2013
Next Level Process Partners December 2008 - November 2011
Metastorm December 2007 - December 2008
Spotlight Data 2004 - 2007
KPMG 1992 - 2003
KPMG Consulting 1992 - 2003
BearingPoint 1992 - 2003
Bankers Trust 1988 - 1990
Skills
IT Strategy, BPI, Business Strategy, Business Process..., Business Process Design, Management Consulting, Business Transformation, Change Management, Business Process, Consulting, Program Management, Cloud Computing, Enterprise Architecture, Business Intelligence, Strategy, Leadership, IT Service Management, Management, Vendor Management, Outsourcing, Integration, Business Analysis, Analytics, Project Portfolio...
Education
Lehigh University
BSIE, Industrial Engineering
Union College
MS Operations Research
Feinberg Productivity Engineering, LLC May 2015 - Present
Return on Intelligence January 2013 - May 2015
AKA Group LLC June 2011 - January 2013
Next Level Process Partners December 2008 - November 2011
Metastorm December 2007 - December 2008
Spotlight Data 2004 - 2007
KPMG 1992 - 2003
KPMG Consulting 1992 - 2003
BearingPoint 1992 - 2003
Bankers Trust 1988 - 1990
Skills
IT Strategy, BPI, Business Strategy, Business Process..., Business Process Design, Management Consulting, Business Transformation, Change Management, Business Process, Consulting, Program Management, Cloud Computing, Enterprise Architecture, Business Intelligence, Strategy, Leadership, IT Service Management, Management, Vendor Management, Outsourcing, Integration, Business Analysis, Analytics, Project Portfolio...
Education
Lehigh University
BSIE, Industrial Engineering
Union College
MS Operations Research
Mark Viola Mark Viola's Bankers Trust Experience 1997 - 1997
Job Managing Partner at Stonecroft Advisors
Industry Management Consulting
Experience
Stonecroft Advisors October 2010 - Present
Shell Energy North America June 2002 - September 2010
El Paso Merchant Energy 2000 - 2002
PricewaterhouseCoopers 1998 - 2000
Bankers Trust 1997 - 1997
Skills
Risk Management..., Quantitative Analysis, Enterprise Risk..., Derivatives, Deal Structuring, Structured Products, Valuation, Risk Analytics, Energy Trading, Hedging, Validation, Quantitative Analytics, Commodity Markets, Financial Risk, Energy, Due Diligence, Finance, Management Consulting, Commodity, Fixed Income, Strategy, Credit Risk, Financial Modeling, Structured Finance, Trading, Financial Structuring, Financial Markets, Analysis, Risk Analysis, Equity Derivatives, Market Risk, Options, Energy Markets, Quantitative Finance, Business Valuation, Project Finance, Analytics, Portfolio Management
Education
University of Chicago, MBA Analytical Finance. Michigan State University, PhD Electrical Engineering
Michigan State University
PhD, Electrical Engineering
The University of Chicago Booth School of Business 1996 — 1998
MBA, Analytical Finance
Athens High School
Stonecroft Advisors October 2010 - Present
Shell Energy North America June 2002 - September 2010
El Paso Merchant Energy 2000 - 2002
PricewaterhouseCoopers 1998 - 2000
Bankers Trust 1997 - 1997
Skills
Risk Management..., Quantitative Analysis, Enterprise Risk..., Derivatives, Deal Structuring, Structured Products, Valuation, Risk Analytics, Energy Trading, Hedging, Validation, Quantitative Analytics, Commodity Markets, Financial Risk, Energy, Due Diligence, Finance, Management Consulting, Commodity, Fixed Income, Strategy, Credit Risk, Financial Modeling, Structured Finance, Trading, Financial Structuring, Financial Markets, Analysis, Risk Analysis, Equity Derivatives, Market Risk, Options, Energy Markets, Quantitative Finance, Business Valuation, Project Finance, Analytics, Portfolio Management
Education
University of Chicago, MBA Analytical Finance. Michigan State University, PhD Electrical Engineering
Michigan State University
PhD, Electrical Engineering
The University of Chicago Booth School of Business 1996 — 1998
MBA, Analytical Finance
Athens High School
Molly Rennie Molly Rennie's Bankers Trust Experience 1984 - 1988
Job Director, The ALICE Project at United Way of Northern New Jersey
Industry Nonprofit Organization Management
Experience
United Way of Northern New Jersey January 2012 - Present
United Way of Northern New Jersey April 2003 - January 2012
Bankers Trust 1984 - 1988
Skills
Fundraising, Public Speaking, Nonprofits, Community Outreach, Volunteer Management, Grant Writing, Event Planning, Program Development, Community Development, Program Management, Public Relations, Event Management, Philanthropy, Grants, Strategy, Entrepreneurship, Non-profits, Research, Strategic Planning
Education
Kenyon College 1976 — 1980
BA, Political Science
Seton Hall University 2008 — 2011
MPA, Government, Public Policy
United Way of Northern New Jersey January 2012 - Present
United Way of Northern New Jersey April 2003 - January 2012
Bankers Trust 1984 - 1988
Skills
Fundraising, Public Speaking, Nonprofits, Community Outreach, Volunteer Management, Grant Writing, Event Planning, Program Development, Community Development, Program Management, Public Relations, Event Management, Philanthropy, Grants, Strategy, Entrepreneurship, Non-profits, Research, Strategic Planning
Education
Kenyon College 1976 — 1980
BA, Political Science
Seton Hall University 2008 — 2011
MPA, Government, Public Policy
Doug Weaver Doug Weaver's Bankers Trust Experience 1988 - 1990
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2007 - Present
Computershare 2005 - 2007
Lehman Brothers 1993 - 1998
Citibank 1988 - 1990
Bankers Trust 1988 - 1990
Skills
Private Equity, Corporate Law, Start-ups, Finance, Venture Capital, Corporate Governance, Mergers, Equities, Mergers & Acquisitions, Financial Services, Trading, Due Diligence, Capital Markets, Investment Banking, Securities, Hedge Funds, Corporate Finance
Education
Manhattan College 1984 — 1988
BS, Finance and economics
Spackenkill high school 1980 — 1984
J.P. Morgan 2007 - Present
Computershare 2005 - 2007
Lehman Brothers 1993 - 1998
Citibank 1988 - 1990
Bankers Trust 1988 - 1990
Skills
Private Equity, Corporate Law, Start-ups, Finance, Venture Capital, Corporate Governance, Mergers, Equities, Mergers & Acquisitions, Financial Services, Trading, Due Diligence, Capital Markets, Investment Banking, Securities, Hedge Funds, Corporate Finance
Education
Manhattan College 1984 — 1988
BS, Finance and economics
Spackenkill high school 1980 — 1984
Matthew Headington Matthew Headington's Bankers Trust Experience 1993 - 1999
Job Founder and Managing Partner at Lafayette Capital Investors
Industry Banking
Experience
HFP Capital Markets LLC April 2009 - April 2010
BNP Paribas July 2007 - January 2009
Royal Bank of Scotland January 2001 - January 2005
Deutsche Bank Securities January 1995 - January 2001
Bankers Trust 1993 - 1999
Barclays Bank January 1990 - January 1993
Skills
Leveraged Finance, Financial Structuring, Structured Finance, Private Equity, LBO, Loan Origination, Capital Markets, Credit Analysis, Mezzanine, Portfolio Management, Syndications, Debt Restructuring, Loans, Due Diligence, Finance, Investment Banking
Education
Lafayette College 1986 — 1990
Bachelor of Arts, International Affairs
THE HOTCHKISS SCHOOL 1984 — 1986
HFP Capital Markets LLC April 2009 - April 2010
BNP Paribas July 2007 - January 2009
Royal Bank of Scotland January 2001 - January 2005
Deutsche Bank Securities January 1995 - January 2001
Bankers Trust 1993 - 1999
Barclays Bank January 1990 - January 1993
Skills
Leveraged Finance, Financial Structuring, Structured Finance, Private Equity, LBO, Loan Origination, Capital Markets, Credit Analysis, Mezzanine, Portfolio Management, Syndications, Debt Restructuring, Loans, Due Diligence, Finance, Investment Banking
Education
Lafayette College 1986 — 1990
Bachelor of Arts, International Affairs
THE HOTCHKISS SCHOOL 1984 — 1986
Brian Perconti, Sr. Brian Perconti, Sr.'s Bankers Trust Experience January 1993 - January 1994
Job Managing Consultant at Perconti Data Systems, Inc.
Industry Information Technology and Services
Experience
Perconti Data Systems, Inc. February 1995 - Present
Bankers Trust January 1993 - January 1994
C & H Office Supply June 1991 - December 1992
Skills
Program Management, Business Analysis, Project Management, Team Leadership, Strategic Planning, Process Improvement, Integration, Software Development, SQL, Business Development, Vendor Management, New Business Development, Change Management, Business Strategy, Marketing, Security, Management, IT Management, Leadership, Training, Budgets, Management Consulting, Cloud Computing, Consulting, Business Process..., Sales
Education
Middle Tennessee State University 1990 — 1993
Bachelor of Business Administration (B.B.A.), Marketing and Management
Cuyahoga Valley Christian Academy 1981 — 1988
College/University Preparatory and Advanced High School/Secondary Diploma Program
Perconti Data Systems, Inc. February 1995 - Present
Bankers Trust January 1993 - January 1994
C & H Office Supply June 1991 - December 1992
Skills
Program Management, Business Analysis, Project Management, Team Leadership, Strategic Planning, Process Improvement, Integration, Software Development, SQL, Business Development, Vendor Management, New Business Development, Change Management, Business Strategy, Marketing, Security, Management, IT Management, Leadership, Training, Budgets, Management Consulting, Cloud Computing, Consulting, Business Process..., Sales
Education
Middle Tennessee State University 1990 — 1993
Bachelor of Business Administration (B.B.A.), Marketing and Management
Cuyahoga Valley Christian Academy 1981 — 1988
College/University Preparatory and Advanced High School/Secondary Diploma Program
Alicia Louvan's Bankers Trust Experience September 2015 - Present
Job Administrative Assistant at Ruffalo Noel Levitz
Industry Higher Education
Experience
Bankers Trust September 2015 - Present
Ruffalo Noel Levitz April 2014 - September 2015
Reinhart Foodservice May 2013 - April 2014
Hand In Hand Day Care and Preschool June 2012 - May 2013
EXPRESS August 2011 - May 2013
Hy-Vee August 2010 - May 2011
Skills
Customer Service, Customer Satisfaction, Microsoft Office, Microsoft Excel, Communication, Retail, Data Entry, Sales, Inventory Management, Human Resources, Purchasing, Management, Networking, Marketing, Project Planning, Recruiting, Public Speaking
Education
University of Dubuque 2014 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Kirkwood Community College 2011 — 2013
Associate of Arts and Sciences (A.A.S.), Management
Bankers Trust September 2015 - Present
Ruffalo Noel Levitz April 2014 - September 2015
Reinhart Foodservice May 2013 - April 2014
Hand In Hand Day Care and Preschool June 2012 - May 2013
EXPRESS August 2011 - May 2013
Hy-Vee August 2010 - May 2011
Skills
Customer Service, Customer Satisfaction, Microsoft Office, Microsoft Excel, Communication, Retail, Data Entry, Sales, Inventory Management, Human Resources, Purchasing, Management, Networking, Marketing, Project Planning, Recruiting, Public Speaking
Education
University of Dubuque 2014 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Kirkwood Community College 2011 — 2013
Associate of Arts and Sciences (A.A.S.), Management
Ryan Jones Ryan Jones's Bankers Trust Experience March 2014 - September 2014
Job Mortgage Banker at Chase
Industry Banking
Experience
Chase August 2015 - Present
BBVA Compass September 2014 - August 2015
Bankers Trust March 2014 - September 2014
Wells Fargo Bank March 2011 - March 2014
M&I Bank November 2001 - April 2011
BVA September 2000 - June 2001
Skills
FHA, Mortgage Lending, Loans, Mortgage Banking, Refinance, Loan Origination, First Time Home Buyers, Investment Properties, Credit, Real Estate, VA loans, Residential Mortgages, FHA financing, Commercial Lending, Banking, Credit Analysis, Investments, Construction Loans, Government Loans, Commercial Banking, REO, Underwriting, Investors, Referrals, Sales, Condos, Short Sales, Real Estate Transactions, Mortgage Underwriting, Home Equity Loans, HUD, Real Estate Financing, Consumer Lending, Residential Homes, Sellers, Certified Mortgage..., Home Equity Lines of..., Foreclosures, Finance, Real Estate Economics, Brokerage, Lines Of Credit, Reverse Mortgages, Commercial Real Estate, 203K, Debt Consolidation, Loss Mitigation, Commercial Mortgages, Small Business Lending, Single Family Homes
Education
Marquette University 1992 — 1994
BS, Business with Marketing and HR majors
University of Dayton 1990 — 1991
Business with Marketing and HR majors
Catholic Memorial HS 1986 — 1990
High School
Chase August 2015 - Present
BBVA Compass September 2014 - August 2015
Bankers Trust March 2014 - September 2014
Wells Fargo Bank March 2011 - March 2014
M&I Bank November 2001 - April 2011
BVA September 2000 - June 2001
Skills
FHA, Mortgage Lending, Loans, Mortgage Banking, Refinance, Loan Origination, First Time Home Buyers, Investment Properties, Credit, Real Estate, VA loans, Residential Mortgages, FHA financing, Commercial Lending, Banking, Credit Analysis, Investments, Construction Loans, Government Loans, Commercial Banking, REO, Underwriting, Investors, Referrals, Sales, Condos, Short Sales, Real Estate Transactions, Mortgage Underwriting, Home Equity Loans, HUD, Real Estate Financing, Consumer Lending, Residential Homes, Sellers, Certified Mortgage..., Home Equity Lines of..., Foreclosures, Finance, Real Estate Economics, Brokerage, Lines Of Credit, Reverse Mortgages, Commercial Real Estate, 203K, Debt Consolidation, Loss Mitigation, Commercial Mortgages, Small Business Lending, Single Family Homes
Education
Marquette University 1992 — 1994
BS, Business with Marketing and HR majors
University of Dayton 1990 — 1991
Business with Marketing and HR majors
Catholic Memorial HS 1986 — 1990
High School
Srini Vasan's Bankers Trust Experience 1993 - 1996
Job Solutions Director, Atos
Industry Banking
Experience
Atos 2014 - Present
Bank of America 2003 - 2014
Deutsche Bank 1998 - 2003
BankOne June 1996 - July 1998
Bankers Trust 1993 - 1996
Skills
Vendor Management, Product Management, Enterprise Software, Strategy, Banking, Risk Management, Financial Services, Project Portfolio..., Process Improvement, IT Strategy, Security, Investment Banking, Governance, PMO, Business Process..., Management, SDLC, Portfolio Management, Program Management, Business Analysis, Executive Management, Enterprise Risk..., Business Development, Business Continuity, Leadership, Product Innovation, Large Scale Deployments, Enterprise Architecture, Product Design, International Business
Education
University of Hartford 1991 — 1992
MBA, Barney Business School
Madras Christian College 1984 — 1987
B.Com, Business
Atos 2014 - Present
Bank of America 2003 - 2014
Deutsche Bank 1998 - 2003
BankOne June 1996 - July 1998
Bankers Trust 1993 - 1996
Skills
Vendor Management, Product Management, Enterprise Software, Strategy, Banking, Risk Management, Financial Services, Project Portfolio..., Process Improvement, IT Strategy, Security, Investment Banking, Governance, PMO, Business Process..., Management, SDLC, Portfolio Management, Program Management, Business Analysis, Executive Management, Enterprise Risk..., Business Development, Business Continuity, Leadership, Product Innovation, Large Scale Deployments, Enterprise Architecture, Product Design, International Business
Education
University of Hartford 1991 — 1992
MBA, Barney Business School
Madras Christian College 1984 — 1987
B.Com, Business
MacNeill Marcia MacNeill Marcia's Bankers Trust Experience April 1987 - July 1989
Job New York Life
Industry Insurance
Experience
New York Life Insurance Company June 2014 - Present
e2v aerospace and defense February 2005 - March 2013
Mektron Inc. July 2001 - June 2004
CIBC World Markets September 2000 - April 2001
First Liberty Investment Group March 1999 - May 2000
Josephthal Lyon and Ross January 1992 - August 1998
Bankers Trust April 1987 - July 1989
Banco Nacional de Mexico -BANAMEX January 1982 - March 1987
Skills
Manufacturing, Customer Service, Semiconductors, IC, Sales, Sales Operations, SAP, Salesforce.com, Cross-functional Team..., Management, Business Development, Sales - Commercial &..., Aerospace and Defense, Deputy Mayor, Village..., Translator NYState..., Public Speaking, Strategic Planning
Education
Colegio Americano de Quito / AJC
Mercy College
Queensborough Community College
New York Life Insurance Company June 2014 - Present
e2v aerospace and defense February 2005 - March 2013
Mektron Inc. July 2001 - June 2004
CIBC World Markets September 2000 - April 2001
First Liberty Investment Group March 1999 - May 2000
Josephthal Lyon and Ross January 1992 - August 1998
Bankers Trust April 1987 - July 1989
Banco Nacional de Mexico -BANAMEX January 1982 - March 1987
Skills
Manufacturing, Customer Service, Semiconductors, IC, Sales, Sales Operations, SAP, Salesforce.com, Cross-functional Team..., Management, Business Development, Sales - Commercial &..., Aerospace and Defense, Deputy Mayor, Village..., Translator NYState..., Public Speaking, Strategic Planning
Education
Colegio Americano de Quito / AJC
Mercy College
Queensborough Community College
Angel I Rivera Angel I Rivera's Bankers Trust Experience July 1994 - April 1995
Job
Industry Automotive
Experience
NBTY Inc. February 2015 - Present
Estee Lauder July 2007 - September 2014
Sourcewave, Inc/Estee Lauder October 2003 - July 2007
Credit Suisse First Boston June 2001 - October 2003
Salomon Smith Barney March 1999 - October 2000
Credit Suisse First Boston May 1998 - January 1999
Bear Stearns October 1997 - May 1998
Time Warner Cable April 1995 - August 1996
Bankers Trust July 1994 - April 1995
Lehman Brothers 1990 - 1994
Skills
Servers, Technical Support, Troubleshooting, Microsoft Exchange, DHCP, Active Directory, Network Administration, System Deployment, HP, System Administration, Help Desk Support, Software Installation, Networking, Hardware, Project Management, BMC Remedy, ITIL, Laptops, Lotus Notes, Disaster Recovery, Blackberry Enterprise..., XP, Service Desk, Windows XP, AS400 Administration
Education
Monroe College 1981 — 1983
Associate, Computer Science
Central Commercial 1973 — 1975
NBTY Inc. February 2015 - Present
Estee Lauder July 2007 - September 2014
Sourcewave, Inc/Estee Lauder October 2003 - July 2007
Credit Suisse First Boston June 2001 - October 2003
Salomon Smith Barney March 1999 - October 2000
Credit Suisse First Boston May 1998 - January 1999
Bear Stearns October 1997 - May 1998
Time Warner Cable April 1995 - August 1996
Bankers Trust July 1994 - April 1995
Lehman Brothers 1990 - 1994
Skills
Servers, Technical Support, Troubleshooting, Microsoft Exchange, DHCP, Active Directory, Network Administration, System Deployment, HP, System Administration, Help Desk Support, Software Installation, Networking, Hardware, Project Management, BMC Remedy, ITIL, Laptops, Lotus Notes, Disaster Recovery, Blackberry Enterprise..., XP, Service Desk, Windows XP, AS400 Administration
Education
Monroe College 1981 — 1983
Associate, Computer Science
Central Commercial 1973 — 1975
Susan Eshleman Susan Eshleman's Bankers Trust Experience January 1982 - January 1983
Job Owner at Mount Royal Trading
Industry Sporting Goods
Experience
Mount Royal Trading June 1994 - Present
Bristol-Myers Squibb January 1983 - May 1991
Bankers Trust January 1982 - January 1983
Skills
Maturity, stability,...
Education
Pace University 1981 — 1985
Master of Business Administration (MBA), Information Systems
Lehigh University 1974 — 1978
Bachelor of Science (BS), Accounting
Mount Royal Trading June 1994 - Present
Bristol-Myers Squibb January 1983 - May 1991
Bankers Trust January 1982 - January 1983
Skills
Maturity, stability,...
Education
Pace University 1981 — 1985
Master of Business Administration (MBA), Information Systems
Lehigh University 1974 — 1978
Bachelor of Science (BS), Accounting
Nancy Carey Nancy Carey's Bankers Trust Experience June 1992 - May 1996
Job Customer Success Manager at LinkPoint360
Industry Information Technology and Services
Experience
LinkPoint360 May 2013 - Present
McKinsey & Company April 1998 - May 2004
Prudential Financial May 1996 - May 1997
Bankers Trust June 1992 - May 1996
BDO Seidman Alliance October 1990 - June 1992
IBM May 1989 - November 1989
Skills
New Business Development, Business Intelligence, Salesforce.com, Marketing Strategy, Public Speaking, SaaS, Strategic Planning, Marketing, Account Management, CRM, Enterprise Software, Cloud Computing
Education
New York University 1994 — 1999
Master of Business Administration (MBA), Management Information Systems, General
Manhattan College 1986 — 1990
Bachelor of Science (B.S.), Computer Information Systems / International Business
LinkPoint360 May 2013 - Present
McKinsey & Company April 1998 - May 2004
Prudential Financial May 1996 - May 1997
Bankers Trust June 1992 - May 1996
BDO Seidman Alliance October 1990 - June 1992
IBM May 1989 - November 1989
Skills
New Business Development, Business Intelligence, Salesforce.com, Marketing Strategy, Public Speaking, SaaS, Strategic Planning, Marketing, Account Management, CRM, Enterprise Software, Cloud Computing
Education
New York University 1994 — 1999
Master of Business Administration (MBA), Management Information Systems, General
Manhattan College 1986 — 1990
Bachelor of Science (B.S.), Computer Information Systems / International Business
Bruce McDermott Bruce McDermott's Bankers Trust Experience March 1997 - September 1999
Job Board Director at Deutsche Bank National Trust Company N.A.
Industry Banking
Experience
Deutsche Bank January 2013 - Present
Deutsche Bank Trust Company N.A. 2007 - Present
The Hewitt School January 2013 - September 2014
Deutsche Bank 2006 - February 2013
Deutsche Bank April 2003 - January 2006
Deutsche Bank Securities April 1998 - May 2002
Bankers Trust March 1997 - September 1999
Alex. Brown & Sons 1985 - 1997
Skills
Investment Banking, Capital Markets, Hedge Funds, Investments, Equities, Private Equity, Equity Research, Derivatives, Asset Managment, Venture Capital, Securities, Corporate Finance, Portfolio Management, LBO, Series 7, Due Diligence, Structured Finance, Mergers, Equity Derivatives, Options, Wealth Management, Asset Allocation, Financial Markets, Investment Management, Private Placements, Equity Valuation, Credit Derivatives, Private Banking, Financial Analysis, Investment Advisory, Banking, Investment Strategies, IPO, Alternative Investments, Structured Products, Mergers & Acquisitions, Asset Management, Fixed Income, Bloomberg, Emerging Markets, Financial Structuring, Bonds, Wealth Management...
Education
Monmouth University 1975 — 1979
B.A., Political Science
Deutsche Bank January 2013 - Present
Deutsche Bank Trust Company N.A. 2007 - Present
The Hewitt School January 2013 - September 2014
Deutsche Bank 2006 - February 2013
Deutsche Bank April 2003 - January 2006
Deutsche Bank Securities April 1998 - May 2002
Bankers Trust March 1997 - September 1999
Alex. Brown & Sons 1985 - 1997
Skills
Investment Banking, Capital Markets, Hedge Funds, Investments, Equities, Private Equity, Equity Research, Derivatives, Asset Managment, Venture Capital, Securities, Corporate Finance, Portfolio Management, LBO, Series 7, Due Diligence, Structured Finance, Mergers, Equity Derivatives, Options, Wealth Management, Asset Allocation, Financial Markets, Investment Management, Private Placements, Equity Valuation, Credit Derivatives, Private Banking, Financial Analysis, Investment Advisory, Banking, Investment Strategies, IPO, Alternative Investments, Structured Products, Mergers & Acquisitions, Asset Management, Fixed Income, Bloomberg, Emerging Markets, Financial Structuring, Bonds, Wealth Management...
Education
Monmouth University 1975 — 1979
B.A., Political Science
Richard Holway Richard Holway's Bankers Trust Experience November 1986 - November 1988
Job Finance & Technology Consultant
Industry Financial Services
Experience
Private January 2005 - Present
Start Ups May 2010 - January 2015
Institutional Broker/Dealers January 2005 - January 2015
Harborside+ May 2002 - December 2004
Jefferies & Co May 1998 - May 2002
Investment Advisers, Inc January 1990 - May 1998
ESI: Execution Services November 1988 - December 1989
Bankers Trust November 1986 - November 1988
Skills
Trading Technology, Risk Management, Algorithms, Trading, Trading Systems, Equities, Options, Buy-side, Series 7, Securities, Institutional, Derivatives, Capital Markets, Financial Markets, Investment Banking, Compliance, Asset Management, Investments, Business Strategy, Business Analysis, Brokerage, Emerging Markets, Product Development, Product Management, Strategic Planning, Start-ups, Electronic Trading, New Business Development, Analytics, Asset Managment, Fixed Income, Portfolio Management, Hedge Funds, Finance, Equity Trading, Bonds, Venture Capital, Financial Services, Market Data, Celestial Navigation, Bloomberg
Education
New York University 1982 — 1986
ABD ED.D
Saint Michael's College 1979 — 1981
MS
Middlebury College 1975 — 1981
BA
Private January 2005 - Present
Start Ups May 2010 - January 2015
Institutional Broker/Dealers January 2005 - January 2015
Harborside+ May 2002 - December 2004
Jefferies & Co May 1998 - May 2002
Investment Advisers, Inc January 1990 - May 1998
ESI: Execution Services November 1988 - December 1989
Bankers Trust November 1986 - November 1988
Skills
Trading Technology, Risk Management, Algorithms, Trading, Trading Systems, Equities, Options, Buy-side, Series 7, Securities, Institutional, Derivatives, Capital Markets, Financial Markets, Investment Banking, Compliance, Asset Management, Investments, Business Strategy, Business Analysis, Brokerage, Emerging Markets, Product Development, Product Management, Strategic Planning, Start-ups, Electronic Trading, New Business Development, Analytics, Asset Managment, Fixed Income, Portfolio Management, Hedge Funds, Finance, Equity Trading, Bonds, Venture Capital, Financial Services, Market Data, Celestial Navigation, Bloomberg
Education
New York University 1982 — 1986
ABD ED.D
Saint Michael's College 1979 — 1981
MS
Middlebury College 1975 — 1981
BA
Dubby Pollak Dubby Pollak's Bankers Trust Experience 1998 - 2000
Job Bank of America
Industry Financial Services
Experience
Bank of America August 2009 - Present
Bank of America November 2008 - August 2009
Celgene August 2008 - November 2008
Morgan Stanley September 2001 - February 2008
Random Walk Computing 2000 - 2001
Bankers Trust 1998 - 2000
Salomon Brothers 1997 - 1998
AIG 1996 - 1997
Bankers Trust 1985 - 1996
Skills
Process Engineering, Application Architecture, Data Management, Program Management, Analysis, Project Management, SDLC, Business Process..., Data Architecture, Risk Management, Project Portfolio..., PMO, Strategy, Project Planning, Market Risk, Project Delivery, Basel II, Requirements Gathering, Credit Risk, Team Building, Business Analysis, Leadership, Software Project..., Data Analysis, Financial Services, Budgets, Management Consulting, Governance, Investment Banking, Process Improvement, Fixed Income, Vendor Management, Information Technology, Banking, Business Intelligence, Enterprise Software
Education
Queens College 1973 — 1974
Computer Programming
Michlala 1972 — 1973
Judaic Studies
Ida Crown Jewish Academy Girls School
Ida Crown Jewish Academy Girls School
LIU Brooklyn
Bank of America August 2009 - Present
Bank of America November 2008 - August 2009
Celgene August 2008 - November 2008
Morgan Stanley September 2001 - February 2008
Random Walk Computing 2000 - 2001
Bankers Trust 1998 - 2000
Salomon Brothers 1997 - 1998
AIG 1996 - 1997
Bankers Trust 1985 - 1996
Skills
Process Engineering, Application Architecture, Data Management, Program Management, Analysis, Project Management, SDLC, Business Process..., Data Architecture, Risk Management, Project Portfolio..., PMO, Strategy, Project Planning, Market Risk, Project Delivery, Basel II, Requirements Gathering, Credit Risk, Team Building, Business Analysis, Leadership, Software Project..., Data Analysis, Financial Services, Budgets, Management Consulting, Governance, Investment Banking, Process Improvement, Fixed Income, Vendor Management, Information Technology, Banking, Business Intelligence, Enterprise Software
Education
Queens College 1973 — 1974
Computer Programming
Michlala 1972 — 1973
Judaic Studies
Ida Crown Jewish Academy Girls School
Ida Crown Jewish Academy Girls School
LIU Brooklyn
Harla Cohen's Bankers Trust Experience 1995 - 1998
Job Senior Manager B2B TeamAmerican Express Global Merchant Services
Industry Financial Services
Experience
American Express February 2011 - Present
Teva Women's Health 2003 - September 2010
duramed pharmaceuticals 2003 - 2009
bankers trust 1995 - 1998
Skills
Training, Selling, Sales, Leadership, Sales Management, Sales Operations, Account Management, Talent Management, Salesforce.com, Business Development, Cold Calling, Customer Service, Direct Sales, Relationship Management
Education
Kean University 1993 — 1995
bs, accounting
east brunswick high school 1989 — 1991
American Express February 2011 - Present
Teva Women's Health 2003 - September 2010
duramed pharmaceuticals 2003 - 2009
bankers trust 1995 - 1998
Skills
Training, Selling, Sales, Leadership, Sales Management, Sales Operations, Account Management, Talent Management, Salesforce.com, Business Development, Cold Calling, Customer Service, Direct Sales, Relationship Management
Education
Kean University 1993 — 1995
bs, accounting
east brunswick high school 1989 — 1991
Joe Colon Joe Colon's Bankers Trust Experience 1996 - 1999
Job IT Help Desk Technician at Advisors Asset Management, Inc.
Industry Information Technology and Services
Experience
Advisors Asset Management, Inc. December 2009 - October 2013
Pfizer January 2007 - February 2008
CompuCom 2007 - 2008
rand mcnally 2005 - 2006
river dell board of education 2005 - 2005
paramus board of education 2004 - 2005
hsbc 2000 - 2003
ing barings 1999 - 2000
bankers trust 1996 - 1999
deutsche bank 1996 - 1999
Skills
Software Documentation, Asset Managment, Business Analysis, Help Desk Support, Active Directory, Process Improvement, Laptops, Project Management, Troubleshooting, Windows 7, Windows, Microsoft Office, Change Management, Customer Service, Computer Hardware, Asset Management, Vendor Management, System Administration, Technical Support, Disaster Recovery, IT Management, SharePoint, IT Service Management, ITIL, IT Operations, Software Installation, Visio, Servers, Routers, Windows XP
Education
Pace University 1994 — 1997
Information Systems
Mercy College 1981 — 1984
Bachelor of Science (BS), finance
Advisors Asset Management, Inc. December 2009 - October 2013
Pfizer January 2007 - February 2008
CompuCom 2007 - 2008
rand mcnally 2005 - 2006
river dell board of education 2005 - 2005
paramus board of education 2004 - 2005
hsbc 2000 - 2003
ing barings 1999 - 2000
bankers trust 1996 - 1999
deutsche bank 1996 - 1999
Skills
Software Documentation, Asset Managment, Business Analysis, Help Desk Support, Active Directory, Process Improvement, Laptops, Project Management, Troubleshooting, Windows 7, Windows, Microsoft Office, Change Management, Customer Service, Computer Hardware, Asset Management, Vendor Management, System Administration, Technical Support, Disaster Recovery, IT Management, SharePoint, IT Service Management, ITIL, IT Operations, Software Installation, Visio, Servers, Routers, Windows XP
Education
Pace University 1994 — 1997
Information Systems
Mercy College 1981 — 1984
Bachelor of Science (BS), finance
Bill Feller, JD Bill Feller, JD's Bankers Trust Experience January 1988 - May 1991
Job Princor Registered Representative, Financial Advisor
Industry Financial Services
Experience
Feller and Associates September 2005 - Present
First Citizens Trust Company October 1993 - August 2005
Firstar Bank May 1991 - August 1993
Bankers Trust January 1988 - May 1991
Lincoln Trust Compnay July 1985 - January 1988
Skills
Estate Planning, Annuities (Variable and..., 401(k), Asset Allocation, Business Continuation..., Buy-Sell Review, Disability Income..., Informal Business..., Term Life Insurance, Financial Needs Analysis, Series 6,7,63,65..., Long-Term Care Insurance, Wealth Accumulation, Mutual Funds, IRAs (Traditional and...
Education
University of Denver 1985 — 1988
JD, Law
University of Iowa 1981 — 1984
BBA, Economics
Loras College 1980 — 1981
Feller and Associates September 2005 - Present
First Citizens Trust Company October 1993 - August 2005
Firstar Bank May 1991 - August 1993
Bankers Trust January 1988 - May 1991
Lincoln Trust Compnay July 1985 - January 1988
Skills
Estate Planning, Annuities (Variable and..., 401(k), Asset Allocation, Business Continuation..., Buy-Sell Review, Disability Income..., Informal Business..., Term Life Insurance, Financial Needs Analysis, Series 6,7,63,65..., Long-Term Care Insurance, Wealth Accumulation, Mutual Funds, IRAs (Traditional and...
Education
University of Denver 1985 — 1988
JD, Law
University of Iowa 1981 — 1984
BBA, Economics
Loras College 1980 — 1981
Jae Waldron Jae Waldron's Bankers Trust Experience January 1999 - January 2001
Job Treasury Services Manager at Healthcare TTU
Industry Hospital & Health Care
Experience
Healthcare TTU, Inc. March 2015 - Present
Healthcare TTU, Inc. March 2015 - Present
Delek US Holdings, Inc. October 2014 - March 2015
CSHM LLC February 2013 - September 2014
Central Parking System November 2011 - February 2013
Central Parking System April 2011 - November 2011
Deutsche Bank January 2006 - September 2010
State Street Bank January 2001 - January 2004
Bankers Trust January 1999 - January 2001
Skills
Problem Solving, Reconciliation, Treasury Management, Cash Management, Cash Flow Forecasting, Account Reconciliation, Team Building, Process Improvement, General Ledger, Equities, Leadership, SAP, Accounts Receivable, Internal Controls, Budgets, Accounting, Investments, GAAP, Microsoft Excel, Risk Management, Financial Analysis, Access, Banking, Accounts Payable, Finance, Managerial Finance, Strategic Financial..., Forecasting, Securities, Payroll, Fixed Income, Settlement, Financial Modeling, Financial Risk, Cash Flow, Sarbanes-Oxley Act, Bank Reconciliation, Management, Variance Analysis, Financial Accounting, Team Leadership, Training, Customer Service, Financial Reporting, Strategic Planning, Analysis
Education
Middle Tennessee State University 1988 — 1993
Bachelor of Science, Analytic Philosophy
Healthcare TTU, Inc. March 2015 - Present
Healthcare TTU, Inc. March 2015 - Present
Delek US Holdings, Inc. October 2014 - March 2015
CSHM LLC February 2013 - September 2014
Central Parking System November 2011 - February 2013
Central Parking System April 2011 - November 2011
Deutsche Bank January 2006 - September 2010
State Street Bank January 2001 - January 2004
Bankers Trust January 1999 - January 2001
Skills
Problem Solving, Reconciliation, Treasury Management, Cash Management, Cash Flow Forecasting, Account Reconciliation, Team Building, Process Improvement, General Ledger, Equities, Leadership, SAP, Accounts Receivable, Internal Controls, Budgets, Accounting, Investments, GAAP, Microsoft Excel, Risk Management, Financial Analysis, Access, Banking, Accounts Payable, Finance, Managerial Finance, Strategic Financial..., Forecasting, Securities, Payroll, Fixed Income, Settlement, Financial Modeling, Financial Risk, Cash Flow, Sarbanes-Oxley Act, Bank Reconciliation, Management, Variance Analysis, Financial Accounting, Team Leadership, Training, Customer Service, Financial Reporting, Strategic Planning, Analysis
Education
Middle Tennessee State University 1988 — 1993
Bachelor of Science, Analytic Philosophy
Farzana Kussar's Bankers Trust Experience 1994 - 1995
Job Director Rates Sales at Credit Agricole CIB
Industry Banking
Experience
Credit Agricole CIB August 2012 - Present
Barclays Capital March 2000 - April 2011
Salomon Brothers June 1996 - June 1999
Deutsche Morgan Grenfell 1995 - 1996
Bankers Trust 1994 - 1995
Skills
Fixed Income, Short Sales, Client Relationship..., Series 7, Series 63, Hedge Funds, Central Banks, Bonds, Corporate Bonds, Corporates, Credit, Financial Markets, Rates, CRM, Derivatives, Capital Markets, Liquidity, Securities, Asset Management, Bloomberg, Funding, Interest Rates, Treasury, Electronic Trading
Education
College of Law, London 1992 — 1993
Law Society Finals Exam, Law
Middlesex University 1989 — 1992
LLB (Hons), Law
Credit Agricole CIB August 2012 - Present
Barclays Capital March 2000 - April 2011
Salomon Brothers June 1996 - June 1999
Deutsche Morgan Grenfell 1995 - 1996
Bankers Trust 1994 - 1995
Skills
Fixed Income, Short Sales, Client Relationship..., Series 7, Series 63, Hedge Funds, Central Banks, Bonds, Corporate Bonds, Corporates, Credit, Financial Markets, Rates, CRM, Derivatives, Capital Markets, Liquidity, Securities, Asset Management, Bloomberg, Funding, Interest Rates, Treasury, Electronic Trading
Education
College of Law, London 1992 — 1993
Law Society Finals Exam, Law
Middlesex University 1989 — 1992
LLB (Hons), Law
Dmitry Grinberg's Bankers Trust Experience October 1994 - April 1996
Job Cofounder at Caracoom LLC
Industry Computer Software
Experience
Dynamo Development, Inc January 1996 - Present
Funding Wonder, Inc. 2015 - 2015
Funding Wonder, Inc. 2015 - 2015
McDonald's Corporation 1998 - 1999
Citi May 1996 - September 1997
Bankers Trust October 1994 - April 1996
Digital Equipment Corporation (DEC) November 1993 - August 1994
East Coast CAD CAM May 1990 - November 1993
Skills
New Business Development, Start-ups, Entrepreneurship, Creative Direction, Investor Relations, Integrated Marketing, Online Advertising, Product Management, Business Development, Strategic Partnerships, Business Strategy, Marketing Strategy, Digital Marketing, Salesforce.com, Marketing, Digital Strategy, E-commerce, Software Development, Sales, Digital Media, Leadership, Account Management, Management
Education
Kyiv National Taras Shevchenko University 1980 — 1985
Master's degree, Mathematics and Computer Science
Dynamo Development, Inc January 1996 - Present
Funding Wonder, Inc. 2015 - 2015
Funding Wonder, Inc. 2015 - 2015
McDonald's Corporation 1998 - 1999
Citi May 1996 - September 1997
Bankers Trust October 1994 - April 1996
Digital Equipment Corporation (DEC) November 1993 - August 1994
East Coast CAD CAM May 1990 - November 1993
Skills
New Business Development, Start-ups, Entrepreneurship, Creative Direction, Investor Relations, Integrated Marketing, Online Advertising, Product Management, Business Development, Strategic Partnerships, Business Strategy, Marketing Strategy, Digital Marketing, Salesforce.com, Marketing, Digital Strategy, E-commerce, Software Development, Sales, Digital Media, Leadership, Account Management, Management
Education
Kyiv National Taras Shevchenko University 1980 — 1985
Master's degree, Mathematics and Computer Science
Pat Payton's Bankers Trust Experience 1998 - 2000
Job Financial Services IT Manager Retired
Industry Financial Services
Experience
TD Securities August 2011 - April 2014
Barclays Capital December 2006 - May 2011
Citadel Investment Group 2005 - 2006
Lehman Brothers 2000 - 2005
Bankers Trust 1998 - 2000
Salomon Brothers 1991 - 1998
Skills
Fixed Income, Electronic Trading, Equities, Derivatives, Capital Markets, Investment Banking, Hedge Funds, Trading Systems, Trading, Financial Markets, Risk Management, Options, Market Data, Equity Derivatives
Education
Lehigh University 1981 — 1985
BS Computer Engineering
TD Securities August 2011 - April 2014
Barclays Capital December 2006 - May 2011
Citadel Investment Group 2005 - 2006
Lehman Brothers 2000 - 2005
Bankers Trust 1998 - 2000
Salomon Brothers 1991 - 1998
Skills
Fixed Income, Electronic Trading, Equities, Derivatives, Capital Markets, Investment Banking, Hedge Funds, Trading Systems, Trading, Financial Markets, Risk Management, Options, Market Data, Equity Derivatives
Education
Lehigh University 1981 — 1985
BS Computer Engineering
Justine Reed's Bankers Trust Experience January 1996 - April 1998
Job
Industry Retail
Experience
White Balcony November 2003 - Present
Vail Resorts July 2000 - October 2003
Bankers Trust January 1996 - April 1998
Education
Yale University - Yale School of Management 1998 — 2000
MBA, Marketing
Macquarie University 1989 — 1993
BEc (Hons), Accounting, Economics
White Balcony November 2003 - Present
Vail Resorts July 2000 - October 2003
Bankers Trust January 1996 - April 1998
Education
Yale University - Yale School of Management 1998 — 2000
MBA, Marketing
Macquarie University 1989 — 1993
BEc (Hons), Accounting, Economics
Brian Loveless's Bankers Trust Experience 1989 - 1995
Job Chief Financial Officer at People's United Insurance Company
Industry Insurance
Experience
People's United Insurance Company April 2010 - Present
Chittenden Trust Company 2004 - Present
Chittenden Bank March 2004 - April 2010
National City Corporation 1996 - 2003
National City Bank 1996 - 2003
Deutsche Bank 1989 - 1995
Bankers Trust 1989 - 1995
Education
University of Southern California - Marshall School of Business 1993 — 1995
Ithaca College 1985 — 1989
BA, Economics & Psychology
People's United Insurance Company April 2010 - Present
Chittenden Trust Company 2004 - Present
Chittenden Bank March 2004 - April 2010
National City Corporation 1996 - 2003
National City Bank 1996 - 2003
Deutsche Bank 1989 - 1995
Bankers Trust 1989 - 1995
Education
University of Southern California - Marshall School of Business 1993 — 1995
Ithaca College 1985 — 1989
BA, Economics & Psychology
Jason Nagy's Bankers Trust Experience 1997 - 1999
Job Hedge Fund Director of Operations
Industry Financial Services
Experience
Perella Weinberg Partners July 2009 - Present
Silver Point Capital January 2007 - February 2009
Amaranth 2003 - 2006
Banc of America Securities 2001 - 2002
Bank of America 1999 - 2000
Bankers Trust 1997 - 1999
Skills
Alternative Investments, Asset Management, Bloomberg, Derivatives, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investments, Middle Office, Private Equity, Valuation, Vendor Management
Education
LIU Post 1996 — 1997
MBA
Lehigh University - College of Business and Economics 1992 — 1996
BS, Finance
Perella Weinberg Partners July 2009 - Present
Silver Point Capital January 2007 - February 2009
Amaranth 2003 - 2006
Banc of America Securities 2001 - 2002
Bank of America 1999 - 2000
Bankers Trust 1997 - 1999
Skills
Alternative Investments, Asset Management, Bloomberg, Derivatives, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investments, Middle Office, Private Equity, Valuation, Vendor Management
Education
LIU Post 1996 — 1997
MBA
Lehigh University - College of Business and Economics 1992 — 1996
BS, Finance
Carol Kirland's Bankers Trust Experience 1992 - 1995
Job Director of Benefits and Compensation at Guess?, Inc.
Industry Human Resources
Experience
Guess?, Inc. October 1996 - Present
City of Hope 1995 - 1996
Bankers Trust 1992 - 1995
Education
Loyola Marymount University
Bachelors, Psychology
Pepperdine University
Masters, Psychology
Guess?, Inc. October 1996 - Present
City of Hope 1995 - 1996
Bankers Trust 1992 - 1995
Education
Loyola Marymount University
Bachelors, Psychology
Pepperdine University
Masters, Psychology
Charles Repetti's Bankers Trust Experience June 1992 - September 1995
Job Senior Engineer
Industry Computer Software
Experience
Sandpiper Associates, Inc. 1984 - 2011
mPower February 1999 - April 2001
Metalithic Systems September 1995 - October 1997
AlliedSignal January 1984 - August 1996
Blue Cross Blue Shield January 1987 - January 1996
Bankers Trust June 1992 - September 1995
Manufacturer's Hanover January 1987 - 1991
Education
New York University 1990 — 1992
MS, Computer Science
Monmouth University 1988 — 1989
BA, Philosphy
Sandpiper Associates, Inc. 1984 - 2011
mPower February 1999 - April 2001
Metalithic Systems September 1995 - October 1997
AlliedSignal January 1984 - August 1996
Blue Cross Blue Shield January 1987 - January 1996
Bankers Trust June 1992 - September 1995
Manufacturer's Hanover January 1987 - 1991
Education
New York University 1990 — 1992
MS, Computer Science
Monmouth University 1988 — 1989
BA, Philosphy
Dan Mellett's Bankers Trust Experience September 1994 - May 1998
Job Financial Services/Customer Service Manager
Industry Financial Services
Experience
BB&T October 2014 - Present
Fifth Third Bank November 2008 - March 2013
Fifth Third Bank November 2004 - November 2008
Deutsche Bank May 1998 - December 2003
Bankers Trust September 1994 - May 1998
Skills
Securities, Customer Service..., Banking, Leadership, Financial Services, Cash Management, Mutual Funds, Equities, Relationship Management, Financial Reporting, Accounting, Fixed Income, Management, Financial Analysis, Portfolio Management, Asset Management, Credit, Finance, Investments
Education
Kean University 1986 — 1990
Bachelor of Science (B.S.), Finance
BB&T October 2014 - Present
Fifth Third Bank November 2008 - March 2013
Fifth Third Bank November 2004 - November 2008
Deutsche Bank May 1998 - December 2003
Bankers Trust September 1994 - May 1998
Skills
Securities, Customer Service..., Banking, Leadership, Financial Services, Cash Management, Mutual Funds, Equities, Relationship Management, Financial Reporting, Accounting, Fixed Income, Management, Financial Analysis, Portfolio Management, Asset Management, Credit, Finance, Investments
Education
Kean University 1986 — 1990
Bachelor of Science (B.S.), Finance
Cathy Chiavetta's Bankers Trust Experience 1996 - 1998
Job Managing Director Investor Sourcing at Z Capital Partners, L.L.C.
Industry Financial Services
Experience
Z Capital Partners, L.L.C. March 2012 - June 2015
Guggenheim Partners March 2011 - March 2012
Chapdelaine Credit Partners July 2009 - January 2011
Banc of America Securities 2007 - 2009
CIT 2003 - 2007
CIT Group 2003 - 2007
The Toronto Dominion Bank 2000 - 2003
TD Securities 2000 - 2003
Bankers Trust 1996 - 1998
Deloitte & Touche 1992 - 1996
Skills
Private Equity, Leveraged Finance, Loans, Trading, Capital Markets, Financial Modeling, Corporate Finance, Project Finance, Hedge Funds, Management, High Yield, Valuation, Investment Banking, Portfolio Management, Fixed Income, Equities
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
Master of Business Administration (MBA), Finance and Economics
Lehigh University 1988 — 1992
BS, Accounting
Z Capital Partners, L.L.C. March 2012 - June 2015
Guggenheim Partners March 2011 - March 2012
Chapdelaine Credit Partners July 2009 - January 2011
Banc of America Securities 2007 - 2009
CIT 2003 - 2007
CIT Group 2003 - 2007
The Toronto Dominion Bank 2000 - 2003
TD Securities 2000 - 2003
Bankers Trust 1996 - 1998
Deloitte & Touche 1992 - 1996
Skills
Private Equity, Leveraged Finance, Loans, Trading, Capital Markets, Financial Modeling, Corporate Finance, Project Finance, Hedge Funds, Management, High Yield, Valuation, Investment Banking, Portfolio Management, Fixed Income, Equities
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
Master of Business Administration (MBA), Finance and Economics
Lehigh University 1988 — 1992
BS, Accounting
Michael Rasalan's Bankers Trust Experience 1994 - 1994
Job Director of Research at Evans Data Corp.
Industry Market Research
Experience
Evans Data Corporation April 2006 - Present
UC Santa Cruz 2002 - 2006
Mitsui Sumitomo Insurance Group October 2001 - August 2002
Presidential Committee on Flagship Programs and Projects August 1999 - May 2000
Sequel Concepts, Inc. 1995 - 1997
Bankers Trust 1994 - 1994
Skills
Mobile Applications, Research, Analysis, Statistics, SPSS, Multivariate Statistics, Market Research, Philippine History and..., Post-colonial Theory, International..., Development Theory, Theory, Politics, Qualitative Research, Cloud Computing, Analytics, Competitive Analysis, Research Design, Strategy, Ethnography, Data Analysis, Program Management, Strategic Partnerships
Education
University of California, Santa Cruz 2002 — 2005
Politics
Marlboro College 1996 — 2001
BA, Politics and Development Studies
Phillips Exeter Academy 1989 — 1993
Evans Data Corporation April 2006 - Present
UC Santa Cruz 2002 - 2006
Mitsui Sumitomo Insurance Group October 2001 - August 2002
Presidential Committee on Flagship Programs and Projects August 1999 - May 2000
Sequel Concepts, Inc. 1995 - 1997
Bankers Trust 1994 - 1994
Skills
Mobile Applications, Research, Analysis, Statistics, SPSS, Multivariate Statistics, Market Research, Philippine History and..., Post-colonial Theory, International..., Development Theory, Theory, Politics, Qualitative Research, Cloud Computing, Analytics, Competitive Analysis, Research Design, Strategy, Ethnography, Data Analysis, Program Management, Strategic Partnerships
Education
University of California, Santa Cruz 2002 — 2005
Politics
Marlboro College 1996 — 2001
BA, Politics and Development Studies
Phillips Exeter Academy 1989 — 1993
Sau Lin Wu's Bankers Trust Experience January 1993 - May 1999
Job Fixed Income Trader at J&W Seligman
Industry Investment Banking
Experience
J&W Seligman 1999 - Present
Bankers Trust January 1993 - May 1999
Education
Kingsborough Community College 1991 — 1993
Associate, Business
Saint Leo University
B.A.A, Business
J&W Seligman 1999 - Present
Bankers Trust January 1993 - May 1999
Education
Kingsborough Community College 1991 — 1993
Associate, Business
Saint Leo University
B.A.A, Business
Rosaria Alfonso's Bankers Trust Experience 1997 - 1999
Job Consultant at QVT Financial LP
Industry Financial Services
Experience
QVT Financial LP November 2007 - Present
Citi May 2005 - October 2007
Deutsche Bank Securities December 1997 - 2005
Bankers Trust 1997 - 1999
White & Case 1992 - 1997
Education
Middlebury College 1988 — 1991
BA, Political Science/Spanish
QVT Financial LP November 2007 - Present
Citi May 2005 - October 2007
Deutsche Bank Securities December 1997 - 2005
Bankers Trust 1997 - 1999
White & Case 1992 - 1997
Education
Middlebury College 1988 — 1991
BA, Political Science/Spanish
Katharina Lesko's Bankers Trust Experience 1998 - 2000
Job Information Security Risk at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank 2008 - Present
Deutsche Bank 2000 - 2006
Bankers Trust 1998 - 2000
Skills
Disaster Recovery, Information Technology, Business Continuity, Governance, Risk Management, Financial Risk, IT Strategy, Business Analysis, Security, Information Security, Operational Risk..., Vendor Management, Banking, Management, ITIL, Enterprise Risk...
Education
Pace University 1998 — 2000
Master of Information Systems
Jagiellonian University
Master, Education
Deutsche Bank 2008 - Present
Deutsche Bank 2000 - 2006
Bankers Trust 1998 - 2000
Skills
Disaster Recovery, Information Technology, Business Continuity, Governance, Risk Management, Financial Risk, IT Strategy, Business Analysis, Security, Information Security, Operational Risk..., Vendor Management, Banking, Management, ITIL, Enterprise Risk...
Education
Pace University 1998 — 2000
Master of Information Systems
Jagiellonian University
Master, Education
Alejandro Blanco's Bankers Trust Experience December 1997 - December 1998
Job CEO, REDIANT
Industry Information Technology and Services
Experience
REDIANT (Design Red, Inc) May 2002 - Present
StarMedia Networks, Inc. January 2000 - May 2002
StarMedia 2000 - 2002
Deutsche Bank December 1998 - December 1999
Bankers Trust December 1997 - December 1998
Dow Jones November 1996 - December 1997
Infosoft February 1994 - November 1996
Skills
Disaster Recovery, Security, Mobile Devices, Firewalls, IT Management, Active Directory, MySQL, Cloud Computing, Network Administration, Windows Server, Computer Hardware, Data Center, System Administration, VoIP, Microsoft Exchange, Troubleshooting, Business Continuity, Linux, Cisco Technologies, VPN, Network Security, Windows 7, Routers, IIS, DNS, Technical Support, Microsoft Technologies, Network Design, Servers, Help Desk Support, Information Technology, Windows, Virtualization, SAN, VMware, Networking, System Deployment, Hyper-V, Network Architecture, Citrix, VMware ESX, Storage, Server Architecture, Wireless Networking, IT Operations, Sonicwall, Microsoft Certified..., Hardware, Storage Area Networks, WAN
Education
Towson University 1994 — 1996
Computer Science
Miami Dade College 1989 — 1992
AA, Architecture
Hialeah Miami Lakes Senior High School 1986 — 1989
High School Diploma, Architecture
REDIANT (Design Red, Inc) May 2002 - Present
StarMedia Networks, Inc. January 2000 - May 2002
StarMedia 2000 - 2002
Deutsche Bank December 1998 - December 1999
Bankers Trust December 1997 - December 1998
Dow Jones November 1996 - December 1997
Infosoft February 1994 - November 1996
Skills
Disaster Recovery, Security, Mobile Devices, Firewalls, IT Management, Active Directory, MySQL, Cloud Computing, Network Administration, Windows Server, Computer Hardware, Data Center, System Administration, VoIP, Microsoft Exchange, Troubleshooting, Business Continuity, Linux, Cisco Technologies, VPN, Network Security, Windows 7, Routers, IIS, DNS, Technical Support, Microsoft Technologies, Network Design, Servers, Help Desk Support, Information Technology, Windows, Virtualization, SAN, VMware, Networking, System Deployment, Hyper-V, Network Architecture, Citrix, VMware ESX, Storage, Server Architecture, Wireless Networking, IT Operations, Sonicwall, Microsoft Certified..., Hardware, Storage Area Networks, WAN
Education
Towson University 1994 — 1996
Computer Science
Miami Dade College 1989 — 1992
AA, Architecture
Hialeah Miami Lakes Senior High School 1986 — 1989
High School Diploma, Architecture
Marc Badrichani's Bankers Trust Experience 1996 - 1999
Job MD at JPMorgan
Industry Banking
Experience
JPMorgan October 2005 - Present
Deutsche Bank May 2003 - July 2005
CAL FP May 2001 - May 2003
MyNewDeal 1999 - 2001
Bankers Trust 1996 - 1999
Credit Suisse Financial Products 1994 - 1996
Thomson Polkolor 1989 - 1992
Elysee Investissement June 1991 - September 1991
Skills
Asset Management, Credit Derivatives, Derivatives, Equity Derivatives, Investment Banking, Hedge Funds, Capital Markets, Asset Managment, Interest Rate..., Swaps, Structured Products, Hedging, Financial Markets, Fixed Income, Financial Structuring, Equities, Structured Finance
Education
MINES ParisTech 1989 — 1992
Lycee Sainte-Genevieve 1986 — 1989
Math Sup, Math Sup
Lycee Francais d'Athenes 1978 — 1986
Bac
JPMorgan October 2005 - Present
Deutsche Bank May 2003 - July 2005
CAL FP May 2001 - May 2003
MyNewDeal 1999 - 2001
Bankers Trust 1996 - 1999
Credit Suisse Financial Products 1994 - 1996
Thomson Polkolor 1989 - 1992
Elysee Investissement June 1991 - September 1991
Skills
Asset Management, Credit Derivatives, Derivatives, Equity Derivatives, Investment Banking, Hedge Funds, Capital Markets, Asset Managment, Interest Rate..., Swaps, Structured Products, Hedging, Financial Markets, Fixed Income, Financial Structuring, Equities, Structured Finance
Education
MINES ParisTech 1989 — 1992
Lycee Sainte-Genevieve 1986 — 1989
Math Sup, Math Sup
Lycee Francais d'Athenes 1978 — 1986
Bac
Carl Calo's Bankers Trust Experience September 1966 - August 1971
Job President at Ace Banner/Flag & Graphics
Industry Events Services
Experience
Ace Banner/Flag & Graphics September 1975 - Present
Bankers Trust September 1966 - August 1971
Skills
Banners, Investments, Graphics, Trade Shows, Nonprofits, Microsoft Excel
Education
LIU Brooklyn 1962 — 1972
BS, MBA, Management/Finance
Ace Banner/Flag & Graphics September 1975 - Present
Bankers Trust September 1966 - August 1971
Skills
Banners, Investments, Graphics, Trade Shows, Nonprofits, Microsoft Excel
Education
LIU Brooklyn 1962 — 1972
BS, MBA, Management/Finance
Christina Pedicone's Bankers Trust Experience 1997 - 1999
Job Senior Vice President
Industry Financial Services
Experience
Moody's Investors Service October 2012 - Present
Goldman Sachs December 2010 - October 2012
Barclays Capital September 2008 - December 2010
Lehman Brothers March 2008 - September 2008
Moody's Investors Service January 1999 - March 2008
Bankers Trust 1997 - 1999
Hewitt Associates 1997 - 1997
The Vanguard Group 1992 - 1996
Skills
Fixed Income, Leadership, Management, Mentoring, Capital Markets, Derivatives, Investment Banking, Mergers & Acquisitions, Middle Office, Banking, Prime Brokerage, Risk Management, Credit Derivatives, Finance, Trading Systems, Portfolio Management, Business Analysis, Strategy, Vendor Management, Valuation, Financial Markets, Securities, Hedge Funds, Structured Finance, Financial Services, Emerging Markets, Trading, Financial Modeling, Bloomberg
Education
William Paterson University of New Jersey 2006 — 2008
MBA
Kutztown University of Pennsylvania 1988 — 1992
B.A., English
Moody's Investors Service October 2012 - Present
Goldman Sachs December 2010 - October 2012
Barclays Capital September 2008 - December 2010
Lehman Brothers March 2008 - September 2008
Moody's Investors Service January 1999 - March 2008
Bankers Trust 1997 - 1999
Hewitt Associates 1997 - 1997
The Vanguard Group 1992 - 1996
Skills
Fixed Income, Leadership, Management, Mentoring, Capital Markets, Derivatives, Investment Banking, Mergers & Acquisitions, Middle Office, Banking, Prime Brokerage, Risk Management, Credit Derivatives, Finance, Trading Systems, Portfolio Management, Business Analysis, Strategy, Vendor Management, Valuation, Financial Markets, Securities, Hedge Funds, Structured Finance, Financial Services, Emerging Markets, Trading, Financial Modeling, Bloomberg
Education
William Paterson University of New Jersey 2006 — 2008
MBA
Kutztown University of Pennsylvania 1988 — 1992
B.A., English
Hitesh Kapadia's Bankers Trust Experience May 2006 - Present
Job Database Administrator at Bankers Trust
Industry Banking
Experience
Bankers Trust May 2006 - Present
Skills
QlikView, Databases, Microsoft SQL Server, Data Warehousing, SSRS, SSIS, SQL, Software Development, Database Design, C#, SDLC, ASP.NET, T-SQL, Business Intelligence, Requirements Analysis, XML, MySQL, JavaScript, ETL, Business Analysis, VB.NET, PHP, Visual Studio, Analysis Services, Unix Shell Scripting, SQL Server, SSAS, HTML, ASP, Visual Basic, DTS, MDX, SQL Server 2000-2008, SSAS 2008
Education
M.S. University 1994 — 1997
Master of Computer Applications (M.C.A.)
The Maharaja Sayajirao University of Baroda 1994 — 1997
MCA, Computer Applications
Mithibai College 1991 — 1994
Bachelor of Science (B.Sc.)
University of Mumbai 1991 — 1994
B.Sc., Statistics
Mithibai College 1989 — 1994
Bachelor of Science (B.Sc.), Statistics
Bankers Trust May 2006 - Present
Skills
QlikView, Databases, Microsoft SQL Server, Data Warehousing, SSRS, SSIS, SQL, Software Development, Database Design, C#, SDLC, ASP.NET, T-SQL, Business Intelligence, Requirements Analysis, XML, MySQL, JavaScript, ETL, Business Analysis, VB.NET, PHP, Visual Studio, Analysis Services, Unix Shell Scripting, SQL Server, SSAS, HTML, ASP, Visual Basic, DTS, MDX, SQL Server 2000-2008, SSAS 2008
Education
M.S. University 1994 — 1997
Master of Computer Applications (M.C.A.)
The Maharaja Sayajirao University of Baroda 1994 — 1997
MCA, Computer Applications
Mithibai College 1991 — 1994
Bachelor of Science (B.Sc.)
University of Mumbai 1991 — 1994
B.Sc., Statistics
Mithibai College 1989 — 1994
Bachelor of Science (B.Sc.), Statistics
Nicholas Gleckman's Bankers Trust Experience July 1989 - January 1995
Job Hedge Fund Consultant
Industry Financial Services
Experience
Arch Capital Management, Inc. December 1999 - Present
TUDOR INVESTMENT CORPORATION June 2009 - October 2011
Donaldson, Lufkin & Jenrette June 1995 - March 1997
SBC Warburg February 1995 - June 1995
Bankers Trust July 1989 - January 1995
Morgan Stanley February 1986 - April 1989
Skills
Derivatives, Hedge Funds, Equity Derivatives, Equities, Structured Products, Options, Fixed Income, Strategy, Alternative Investments, Emerging Markets, Portfolio Management
Education
McGill University 1981 — 1985
B Sci, Math & Computer Science
Lycee Francais de NY
Trinity School
Arch Capital Management, Inc. December 1999 - Present
TUDOR INVESTMENT CORPORATION June 2009 - October 2011
Donaldson, Lufkin & Jenrette June 1995 - March 1997
SBC Warburg February 1995 - June 1995
Bankers Trust July 1989 - January 1995
Morgan Stanley February 1986 - April 1989
Skills
Derivatives, Hedge Funds, Equity Derivatives, Equities, Structured Products, Options, Fixed Income, Strategy, Alternative Investments, Emerging Markets, Portfolio Management
Education
McGill University 1981 — 1985
B Sci, Math & Computer Science
Lycee Francais de NY
Trinity School
Bill Youngberg's Bankers Trust Experience 1992 - 1995
Job Senior Sales Executive at Intelledox
Industry Computer Software
Experience
Intelledox 2015 - Present
Thunderhead.com 2006 - 2014
Fujitsu Consulting 2002 - 2006
Cambridge Technology Partners 1999 - 2002
EDS - Global Markets Practice 1997 - 1999
EDS - General Motors Treasury 1995 - 1997
Bankers Trust 1992 - 1995
Skills
Salesforce.com, Solution Selling, CRM, Management, Sales, Team Leadership, Enterprise Software, Account Management, SaaS, Product Management, Strategic Partnerships, Business Analysis, Business Development, Sales Process, Lead Generation, Pre-sales, Professional Services, Business Intelligence, Cloud Computing
Education
Ithaca College
Intelledox 2015 - Present
Thunderhead.com 2006 - 2014
Fujitsu Consulting 2002 - 2006
Cambridge Technology Partners 1999 - 2002
EDS - Global Markets Practice 1997 - 1999
EDS - General Motors Treasury 1995 - 1997
Bankers Trust 1992 - 1995
Skills
Salesforce.com, Solution Selling, CRM, Management, Sales, Team Leadership, Enterprise Software, Account Management, SaaS, Product Management, Strategic Partnerships, Business Analysis, Business Development, Sales Process, Lead Generation, Pre-sales, Professional Services, Business Intelligence, Cloud Computing
Education
Ithaca College
Terence Duggan's Bankers Trust Experience 1995 - 1999
Job Director at Allianz Global Investors Capital
Industry Financial Services
Experience
Allianz Global Investors Capital April 1999 - Present
PIMCO Equity Advisors 1999 - 2004
Bankers Trust 1995 - 1999
Skills
Equities, Alternative Investments, Hedge Funds, Fixed Income, Investments, Portfolio Management, Trading, Options, Mutual Funds, Electronic Trading, Asset Management, Bloomberg, Capital Markets
Education
Lehigh University - College of Business and Economics 1991 — 1995
B.S. Finance
Allianz Global Investors Capital April 1999 - Present
PIMCO Equity Advisors 1999 - 2004
Bankers Trust 1995 - 1999
Skills
Equities, Alternative Investments, Hedge Funds, Fixed Income, Investments, Portfolio Management, Trading, Options, Mutual Funds, Electronic Trading, Asset Management, Bloomberg, Capital Markets
Education
Lehigh University - College of Business and Economics 1991 — 1995
B.S. Finance
Tom Perna's Bankers Trust Experience 1996 - 1999
Job VP at Deustche Bank
Industry Financial Services
Experience
Deutsche Bank February 1996 - Present
Bankers Trust 1996 - 1999
Bankers Trust/Deutsche Bank 1995 - 1998
Education
Manhattan College
Deutsche Bank February 1996 - Present
Bankers Trust 1996 - 1999
Bankers Trust/Deutsche Bank 1995 - 1998
Education
Manhattan College
Moti Khan's Bankers Trust Experience 1995 - 1999
Job Experienced Structured Finance Professional
Industry Financial Services
Experience
The Honest Professionals, LLC January 2011 - Present
Al Mal Bank, LLC, Qatar February 2009 - June 2010
Wells Fargo Bank March 2006 - February 2009
PricewaterhouseCoopers 1999 - 2006
Bankers Trust 1995 - 1999
Bank of America 1993 - 1995
Skills
Risk Management, Financial Analysis, Capital Markets, Valuation, Loans, Corporate Finance, Finance, Structured Finance, Banking, Securitization, Investment Banking, Financial Modeling, Financial Risk, Internal Controls, Credit Risk, Fixed Income, US GAAP, SOX Compliancy, Internal Audit, Project Management
Education
West Coast University 1990 — 1992
MBA
Karachi University 1982 — 1985
B.Comm
The Honest Professionals, LLC January 2011 - Present
Al Mal Bank, LLC, Qatar February 2009 - June 2010
Wells Fargo Bank March 2006 - February 2009
PricewaterhouseCoopers 1999 - 2006
Bankers Trust 1995 - 1999
Bank of America 1993 - 1995
Skills
Risk Management, Financial Analysis, Capital Markets, Valuation, Loans, Corporate Finance, Finance, Structured Finance, Banking, Securitization, Investment Banking, Financial Modeling, Financial Risk, Internal Controls, Credit Risk, Fixed Income, US GAAP, SOX Compliancy, Internal Audit, Project Management
Education
West Coast University 1990 — 1992
MBA
Karachi University 1982 — 1985
B.Comm
Nanda Kanuri's Bankers Trust Experience 1992 - 1996
Job Principal, Fortira Inc.
Industry Financial Services
Experience
Fortira Inc (Formerly known as RIK Technologies) January 2009 - Present
Fidelity Investments 2008 - 2011
Lehman Brothers 2002 - 2008
Optimal Solutions Inc 1993 - 2006
EBond Trade 1999 - 2002
Lehman Brothers 1996 - 1999
Bankers Trust 1992 - 1996
American Banker Bond Buyer 1991 - 1992
Salomon Brothers 1989 - 1991
Skills
Business Analysis, SDLC, Sybase, Data Warehousing, Software Project..., Trading Systems, Investment Banking, Market Data, Unix, Requirements Analysis, SQL, Vendor Management, ETL, Agile Methodologies, Disaster Recovery, Software Development, Enterprise Architecture, Microsoft SQL Server, Databases, Business Intelligence, Oracle, PL/SQL, Data Modeling, SOA
Education
New Jersey Institute of Technology 1987 — 1988
Masters, Computer Systems
Jawaharlal Nehru Technological University 1981 — 1985
Engineering, Electronics and Communications
Fortira Inc (Formerly known as RIK Technologies) January 2009 - Present
Fidelity Investments 2008 - 2011
Lehman Brothers 2002 - 2008
Optimal Solutions Inc 1993 - 2006
EBond Trade 1999 - 2002
Lehman Brothers 1996 - 1999
Bankers Trust 1992 - 1996
American Banker Bond Buyer 1991 - 1992
Salomon Brothers 1989 - 1991
Skills
Business Analysis, SDLC, Sybase, Data Warehousing, Software Project..., Trading Systems, Investment Banking, Market Data, Unix, Requirements Analysis, SQL, Vendor Management, ETL, Agile Methodologies, Disaster Recovery, Software Development, Enterprise Architecture, Microsoft SQL Server, Databases, Business Intelligence, Oracle, PL/SQL, Data Modeling, SOA
Education
New Jersey Institute of Technology 1987 — 1988
Masters, Computer Systems
Jawaharlal Nehru Technological University 1981 — 1985
Engineering, Electronics and Communications
Charley Bowe's Bankers Trust Experience 1987 - 1990
Job Account Executive at Avtex Solutions, LLC
Industry Information Technology and Services
Experience
Avtex Solutions, LLC June 2015 - Present
Windstream August 2008 - June 2015
IPC Network Services, Inc. July 2004 - August 2008
Merrill Lynch 1999 - 2004
GNI Limited February 1994 - September 1996
Indosuez Carr Futures 1990 - 1993
Bankers Trust 1987 - 1990
Education
University of Wisconsin-Madison 1985 — 1987
BA
Lawrence University 1983 — 1985
New Trier 1979 — 1983
Avtex Solutions, LLC June 2015 - Present
Windstream August 2008 - June 2015
IPC Network Services, Inc. July 2004 - August 2008
Merrill Lynch 1999 - 2004
GNI Limited February 1994 - September 1996
Indosuez Carr Futures 1990 - 1993
Bankers Trust 1987 - 1990
Education
University of Wisconsin-Madison 1985 — 1987
BA
Lawrence University 1983 — 1985
New Trier 1979 — 1983
dale Fenstermacher's Bankers Trust Experience October 1995 - October 1998
Job dba at AIG
Industry Insurance
Experience
AIG October 1998 - Present
Bankers Trust October 1995 - October 1998
Mobil OIl August 1992 - May 1994
Merrill Lynch January 1990 - September 1993
Skills
Data Warehousing, COBOL, Performance Tuning, Replication, MVS, IBM Mainframe, Disaster Recovery, Fileaid, AIX, Data Architecture, Microsoft SQL Server, Stored Procedures
Education
King's College 1976 — 1980
bs, information systems
AIG October 1998 - Present
Bankers Trust October 1995 - October 1998
Mobil OIl August 1992 - May 1994
Merrill Lynch January 1990 - September 1993
Skills
Data Warehousing, COBOL, Performance Tuning, Replication, MVS, IBM Mainframe, Disaster Recovery, Fileaid, AIX, Data Architecture, Microsoft SQL Server, Stored Procedures
Education
King's College 1976 — 1980
bs, information systems
Paul Romanelli's Bankers Trust Experience 1991 - 1999
Job Head of Fixed Income Analytics at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo 2009 - Present
Wachovia Bank May 2005 - January 2009
Wachovia Securities May 2005 - December 2008
Wachovia 2005 - December 2008
HSBC Securities March 2001 - May 2005
HSBC Bank USA 2001 - 2005
HSBC 2001 - 2005
Donaldson, Lufkin & Jenrette March 1999 - March 2001
Deutsche Bank 1999 - 1999
Bankers Trust 1991 - 1999
Skills
Credit Derivatives, Interest Rate..., Library Design, Derivatives, Emerging Markets, Analytics, Financial Modeling, Options, Swaps, Fixed Income, Quantitative Finance, Capital Markets, Quantitative Investing, Quantitative Analytics
Education
Yale University 1986 — 1991
Ph. D., Physics
Massachusetts Institute of Technology 1982 — 1986
S.B., Physics
Wells Fargo 2009 - Present
Wachovia Bank May 2005 - January 2009
Wachovia Securities May 2005 - December 2008
Wachovia 2005 - December 2008
HSBC Securities March 2001 - May 2005
HSBC Bank USA 2001 - 2005
HSBC 2001 - 2005
Donaldson, Lufkin & Jenrette March 1999 - March 2001
Deutsche Bank 1999 - 1999
Bankers Trust 1991 - 1999
Skills
Credit Derivatives, Interest Rate..., Library Design, Derivatives, Emerging Markets, Analytics, Financial Modeling, Options, Swaps, Fixed Income, Quantitative Finance, Capital Markets, Quantitative Investing, Quantitative Analytics
Education
Yale University 1986 — 1991
Ph. D., Physics
Massachusetts Institute of Technology 1982 — 1986
S.B., Physics
Nick Trentalange's Bankers Trust Experience May 1986 - December 1999
Job Managing Partner at ForwardThink Group
Industry Information Technology and Services
Experience
ForwardThink Group May 2009 - Present
ForwardThink Group 2009 - 2013
EMC August 2007 - April 2009
BusinessEdge Solutions September 2002 - August 2007
Oracle January 2000 - September 2002
Bankers Trust May 1986 - December 1999
Bankers Trust 1986 - 1999
Digital Equipment Corporation May 1984 - May 1986
Education
LIU Post 1980 — 1984
BS
ForwardThink Group May 2009 - Present
ForwardThink Group 2009 - 2013
EMC August 2007 - April 2009
BusinessEdge Solutions September 2002 - August 2007
Oracle January 2000 - September 2002
Bankers Trust May 1986 - December 1999
Bankers Trust 1986 - 1999
Digital Equipment Corporation May 1984 - May 1986
Education
LIU Post 1980 — 1984
BS
Sam Boyd's Bankers Trust Experience October 1993 - November 1995
Job Medical Sales & Consulting
Industry Medical Practice
Experience
Various Medical Companies April 2011 - Present
Henry Schein November 2008 - Present
Cardinal Health November 2000 - October 2008
Publishing Group of America September 1999 - March 2001
Comdata December 1995 - September 1999
Bankers Trust October 1993 - November 1995
Skills
Healthcare, Cardiology, Medical Devices, Selling, Clinical Research, EMR, Surgery, Physicians, Healthcare Consulting, Strategic Planning, Sales, Medicine, Capital Equipment, Internal Medicine, Healthcare Management, Management, Urology, Pediatrics, Nursing, Proficient in Word,...
Education
Lipscomb University 1986 — 1991
BS, Marketing/Communications
Various Medical Companies April 2011 - Present
Henry Schein November 2008 - Present
Cardinal Health November 2000 - October 2008
Publishing Group of America September 1999 - March 2001
Comdata December 1995 - September 1999
Bankers Trust October 1993 - November 1995
Skills
Healthcare, Cardiology, Medical Devices, Selling, Clinical Research, EMR, Surgery, Physicians, Healthcare Consulting, Strategic Planning, Sales, Medicine, Capital Equipment, Internal Medicine, Healthcare Management, Management, Urology, Pediatrics, Nursing, Proficient in Word,...
Education
Lipscomb University 1986 — 1991
BS, Marketing/Communications
Alan Lefkowitz's Bankers Trust Experience 1990 - 1994
Job Managing Director CFO Strategies LLC
Industry Financial Services
Experience
CFO Strategies LLC 2009 - Present
Interstate Companies Corp. 2001 - 2009
Credit Suisse First Boston 1998 - 2000
PricewaterhouseCoopers 1998 - 1999
Standard Chartered Bank 1994 - 1998
Bankers Trust 1990 - 1994
KPMG 1980 - 1990
Skills
Internal Controls, Financial Reporting, Cash Flow, Accounting, Audit, Cash Management, Working Capital..., GAAP, Due Diligence, Financial Management, Cash Flow Forecasting, Cost Accounting, Financial Accounting, Cash Flow Management, Auditing, Financial Control, Business Planning, Internal Audit, Banking, Forensic Accounting, Construction Accounting, Construction Management, Managerial Finance, Financial Audits, Mergers & Acquisitions, Valuation, Restructuring, Corporate Finance, Business Valuation, Strategic Planning, Budgets, US GAAP, CPA, Strategic Financial..., Forecasting, Strategy, SEC filings, Sarbanes-Oxley Act, Tax, Finance, Financial Modeling, Financial Analysis, Consolidation, Management, Payroll, Accounts Payable, Revenue Recognition, Leadership, Financial Services, Executive Management
Education
Michigan State University 1976 — 1980
Bachelor of Arts, Accounting
CFO Strategies LLC 2009 - Present
Interstate Companies Corp. 2001 - 2009
Credit Suisse First Boston 1998 - 2000
PricewaterhouseCoopers 1998 - 1999
Standard Chartered Bank 1994 - 1998
Bankers Trust 1990 - 1994
KPMG 1980 - 1990
Skills
Internal Controls, Financial Reporting, Cash Flow, Accounting, Audit, Cash Management, Working Capital..., GAAP, Due Diligence, Financial Management, Cash Flow Forecasting, Cost Accounting, Financial Accounting, Cash Flow Management, Auditing, Financial Control, Business Planning, Internal Audit, Banking, Forensic Accounting, Construction Accounting, Construction Management, Managerial Finance, Financial Audits, Mergers & Acquisitions, Valuation, Restructuring, Corporate Finance, Business Valuation, Strategic Planning, Budgets, US GAAP, CPA, Strategic Financial..., Forecasting, Strategy, SEC filings, Sarbanes-Oxley Act, Tax, Finance, Financial Modeling, Financial Analysis, Consolidation, Management, Payroll, Accounts Payable, Revenue Recognition, Leadership, Financial Services, Executive Management
Education
Michigan State University 1976 — 1980
Bachelor of Arts, Accounting
Tim Lankford's Bankers Trust Experience 1984 - 1999
Job Graduate Student at Loyola University Chicago
Industry Hospital & Health Care
Experience
Loyola University Chicago-IPS January 2014 - Present
Bloodhound Capital LLC 2009 - December 2013
Countrywide 2007 - 2008
SAM Sustainable Asset Management USA 2001 - 2004
Bankers Trust 1984 - 1999
Lehman Brothers 1982 - 1984
Cargill Investor Services 1977 - 1982
Continental Bank 1976 - 1977
Skills
Commodities, Hedge Funds, Financial Markets, Trading, Options, Derivatives, Equities, Risk Management, New Business Development, Operations Management, Sales Management, Business Development, Swaps, Start-ups, Management, Compliance, Building Relationships, Long-term Customer..., Interpersonal..., Public Speaking, Commodity, Proprietary Trading, Investments, Leadership, Alternative Investments, Asset Management, Mutual Funds, Foreign Exchange, Electronic Trading, Managed Futures, Trading Strategies, Trading Systems, Hedging, Fund Of Funds, Investment Management, ETFs, Bonds, Investment Strategies, Currency, Asset Allocation, Emerging Markets, Global Macro
Education
Loyola University Chicago
University of Missouri-Columbia
BS, Agriculture
Loyola University Chicago-IPS January 2014 - Present
Bloodhound Capital LLC 2009 - December 2013
Countrywide 2007 - 2008
SAM Sustainable Asset Management USA 2001 - 2004
Bankers Trust 1984 - 1999
Lehman Brothers 1982 - 1984
Cargill Investor Services 1977 - 1982
Continental Bank 1976 - 1977
Skills
Commodities, Hedge Funds, Financial Markets, Trading, Options, Derivatives, Equities, Risk Management, New Business Development, Operations Management, Sales Management, Business Development, Swaps, Start-ups, Management, Compliance, Building Relationships, Long-term Customer..., Interpersonal..., Public Speaking, Commodity, Proprietary Trading, Investments, Leadership, Alternative Investments, Asset Management, Mutual Funds, Foreign Exchange, Electronic Trading, Managed Futures, Trading Strategies, Trading Systems, Hedging, Fund Of Funds, Investment Management, ETFs, Bonds, Investment Strategies, Currency, Asset Allocation, Emerging Markets, Global Macro
Education
Loyola University Chicago
University of Missouri-Columbia
BS, Agriculture
Lannette Sheldon's Bankers Trust Experience May 1999 - August 1999
Job Project Manager at Cargill
Industry Information Technology and Services
Experience
Cargill August 2008 - Present
Cargill July 2001 - August 2008
Bankers Trust May 1999 - August 1999
Skills
Project Delivery, Project Management, Business Relationship..., International Relations, Cross Functional Team..., Business Analysis, Information Technology, Content Strategy, Web Content Management, Web Development, Requirements Gathering, Third Party..., Web Design
Education
University of Minnesota-Twin Cities 2004 — 2008
MBA, International Business, Strategic Management, Honors - graduated in top 2% of class
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2007 — 2007
Study abroad, European business environment, law, politics, economics
Iowa State University - College of Business 1996 — 2001
BS, Management Information Systems, International Business, 3.93
Cargill August 2008 - Present
Cargill July 2001 - August 2008
Bankers Trust May 1999 - August 1999
Skills
Project Delivery, Project Management, Business Relationship..., International Relations, Cross Functional Team..., Business Analysis, Information Technology, Content Strategy, Web Content Management, Web Development, Requirements Gathering, Third Party..., Web Design
Education
University of Minnesota-Twin Cities 2004 — 2008
MBA, International Business, Strategic Management, Honors - graduated in top 2% of class
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2007 — 2007
Study abroad, European business environment, law, politics, economics
Iowa State University - College of Business 1996 — 2001
BS, Management Information Systems, International Business, 3.93
Kristen Sanderson Ciccimarra's Bankers Trust Experience July 1993 - May 1999
Job Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 1993 - Present
Bankers Trust July 1993 - May 1999
Kamran Afshar and Associates September 1991 - June 1993
Education
Lehigh University 1989 — 1993
Major in Economics with a Minor in Psychology
St John Vianney High School
Deutsche Bank July 1993 - Present
Bankers Trust July 1993 - May 1999
Kamran Afshar and Associates September 1991 - June 1993
Education
Lehigh University 1989 — 1993
Major in Economics with a Minor in Psychology
St John Vianney High School
Anita Hlibczuk's Bankers Trust Experience June 1984 - April 1994
Job Senior Analyst at U.S. Steel and Carnegie Pension Fund
Industry Financial Services
Experience
U.S. Steel and Carnegie Pension Fund 2010 - Present
CDP U.S., Inc. 2006 - 2009
Fiduciary Trust Company May 2000 - May 2005
Fiduciary Trust Company International 2000 - 2005
Bank Julius Baer (currently Artio Global Investors) December 1998 - April 2000
Merrill Lynch June 1997 - October 1998
Furman Selz June 1994 - June 1997
Bankers Trust June 1984 - April 1994
Price Waterhouse February 1982 - April 1984
Roots, Inc. 1979 - June 1980
Skills
Equities, Portfolio Management, Mutual Funds, Corporate Finance, Credit Analysis, Investment Management, Private Banking, Sell Side, Equity Valuation, Equity Research, Capital Markets, Bloomberg, Fixed Income, Valuation, Investments
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
A.P.C., Finance
Pace University - Lubin School of Business 1980 — 1982
M.B.A., Computer Information Science
Kean University 1975 — 1979
B.S., Accounting
U.S. Steel and Carnegie Pension Fund 2010 - Present
CDP U.S., Inc. 2006 - 2009
Fiduciary Trust Company May 2000 - May 2005
Fiduciary Trust Company International 2000 - 2005
Bank Julius Baer (currently Artio Global Investors) December 1998 - April 2000
Merrill Lynch June 1997 - October 1998
Furman Selz June 1994 - June 1997
Bankers Trust June 1984 - April 1994
Price Waterhouse February 1982 - April 1984
Roots, Inc. 1979 - June 1980
Skills
Equities, Portfolio Management, Mutual Funds, Corporate Finance, Credit Analysis, Investment Management, Private Banking, Sell Side, Equity Valuation, Equity Research, Capital Markets, Bloomberg, Fixed Income, Valuation, Investments
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
A.P.C., Finance
Pace University - Lubin School of Business 1980 — 1982
M.B.A., Computer Information Science
Kean University 1975 — 1979
B.S., Accounting
Sunny Chung's Bankers Trust Experience 1987 - 1992
Job Managing Director at ITG
Industry Investment Banking
Experience
ITG November 2010 - Present
Nomura Securities September 2008 - November 2010
Lehman Brothers September 2006 - September 2008
Banc of America Securities 2004 - August 2006
Bloomberg 1998 - 1998
CSFB 1995 - 1997
Baring Securities 1993 - 1995
Bankers Trust 1987 - 1992
Skills
Equities, Electronic Trading, Trading, Equity Derivatives, Options
Education
Massachusetts Institute of Technology 1983 — 1987
SB, Management Science
commack high school north 1980 — 1983
ITG November 2010 - Present
Nomura Securities September 2008 - November 2010
Lehman Brothers September 2006 - September 2008
Banc of America Securities 2004 - August 2006
Bloomberg 1998 - 1998
CSFB 1995 - 1997
Baring Securities 1993 - 1995
Bankers Trust 1987 - 1992
Skills
Equities, Electronic Trading, Trading, Equity Derivatives, Options
Education
Massachusetts Institute of Technology 1983 — 1987
SB, Management Science
commack high school north 1980 — 1983
Louis Antonucci Jr's Bankers Trust Experience 1984 - 1990
Job CEO at Re:Sources North America
Industry Executive Office
Experience
Re:Sources North America January 2013 - Present
Re:Sources USA August 1999 - December 2012
Ogden Corporation 1996 - 1999
Westpac 1990 - 1996
Bankers Trust 1984 - 1990
PwC 1981 - 1984
Skills
Accounting, Financial Analysis, Financial Reporting, Forecasting, Internal Controls, Management, Managerial Finance, Mergers, PeopleSoft, Strategic Planning, Strategy, Team Leadership, Vendor Management
Education
Long Island University, Brooklyn Campus 1977 — 1981
B.S., Accounting
Re:Sources North America January 2013 - Present
Re:Sources USA August 1999 - December 2012
Ogden Corporation 1996 - 1999
Westpac 1990 - 1996
Bankers Trust 1984 - 1990
PwC 1981 - 1984
Skills
Accounting, Financial Analysis, Financial Reporting, Forecasting, Internal Controls, Management, Managerial Finance, Mergers, PeopleSoft, Strategic Planning, Strategy, Team Leadership, Vendor Management
Education
Long Island University, Brooklyn Campus 1977 — 1981
B.S., Accounting
Brett Josloff's Bankers Trust Experience 1993 - 1996
Job Lead Solution Architect at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank December 2009 - Present
Wachovia November 2009 - December 2009
Credit Suisse August 2003 - January 2009
International Securities Exchange June 2002 - August 2003
Prudential Financial January 1996 - June 2002
Bankers Trust 1993 - 1996
Quotron financial 1993 - 1993
Dun & Bradstreet 1992 - 1993
UPS 1990 - 1992
ADP 1989 - 1990
Skills
Agile Methodologies, Software Development, Requirements Analysis, Integration, Databases, Architecture, Enterprise Software, SDLC, Software Project..., Enterprise Architecture, SOA, Testing, Scrum, SQL, Unix, XML, Agile Project Management, Business Analysis, IT Strategy, Sybase, Java, C#, Project Management, Data Modeling, Data Warehousing, Eclipse, Requirements Gathering, SharePoint, Distributed Systems, Visio, Oracle, Web Services, Microsoft SQL Server, .NET, Software Engineering, Solution Architecture, Database Design, Architectures, Software Design, ETL, PL/SQL, System Architecture
Education
Monmouth University 1982 — 1986
BS, Computer Science
Deutsche Bank December 2009 - Present
Wachovia November 2009 - December 2009
Credit Suisse August 2003 - January 2009
International Securities Exchange June 2002 - August 2003
Prudential Financial January 1996 - June 2002
Bankers Trust 1993 - 1996
Quotron financial 1993 - 1993
Dun & Bradstreet 1992 - 1993
UPS 1990 - 1992
ADP 1989 - 1990
Skills
Agile Methodologies, Software Development, Requirements Analysis, Integration, Databases, Architecture, Enterprise Software, SDLC, Software Project..., Enterprise Architecture, SOA, Testing, Scrum, SQL, Unix, XML, Agile Project Management, Business Analysis, IT Strategy, Sybase, Java, C#, Project Management, Data Modeling, Data Warehousing, Eclipse, Requirements Gathering, SharePoint, Distributed Systems, Visio, Oracle, Web Services, Microsoft SQL Server, .NET, Software Engineering, Solution Architecture, Database Design, Architectures, Software Design, ETL, PL/SQL, System Architecture
Education
Monmouth University 1982 — 1986
BS, Computer Science
Guy Majestic's Bankers Trust Experience 1987 - 1995
Job Director at Barclays Capital
Industry Banking
Experience
Barclays Capital 2007 - Present
Lehman Brothers 1997 - 2007
Morgan Stanley 1994 - 1997
Bankers Trust 1987 - 1995
First Boston 1987 - 1987
AT&T 1979 - 1987
Education
Kean University 1981 — 1985
MS, Management Systems Analysis
Barclays Capital 2007 - Present
Lehman Brothers 1997 - 2007
Morgan Stanley 1994 - 1997
Bankers Trust 1987 - 1995
First Boston 1987 - 1987
AT&T 1979 - 1987
Education
Kean University 1981 — 1985
MS, Management Systems Analysis
Russ Johnson's Bankers Trust Experience 1983 - 1998
Job VP Regulatory Reporting Basel 3 at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2009 - Present
The Bank of New York Mellon December 2007 - May 2009
BNY Mellon December 2007 - May 2009
Citigroup 2005 - 2008
Morgan Stanley 1999 - 2005
Deustche Bank 1998 - 1999
Deutsche Bank 1998 - 1999
Bankers Trust 1983 - 1998
Skills
Financial Risk, Capital Markets, Banking, Business Intelligence, Internal Controls, Forecasting, Basel II, Program Management
Education
Lehigh University 1971 — 1975
BS, Accounting
Credit Suisse May 2009 - Present
The Bank of New York Mellon December 2007 - May 2009
BNY Mellon December 2007 - May 2009
Citigroup 2005 - 2008
Morgan Stanley 1999 - 2005
Deustche Bank 1998 - 1999
Deutsche Bank 1998 - 1999
Bankers Trust 1983 - 1998
Skills
Financial Risk, Capital Markets, Banking, Business Intelligence, Internal Controls, Forecasting, Basel II, Program Management
Education
Lehigh University 1971 — 1975
BS, Accounting
Paul Caleca's Bankers Trust Experience March 1988 - March 1991
Job Managing Director at TIAACREF
Industry Banking
Experience
TIAA-CREF January 2010 - Present
Wachovia Bank November 2006 - January 2010
Bank of America June 2000 - September 2006
Deutsche Bank June 1995 - May 2000
Bankers Trust Company 1991 - 1995
Bankers Trust March 1988 - March 1991
Bankers Trust November 1986 - March 1988
Skills
Trading, Credit Risk, Capital Markets, Risk Management, Fixed Income, Banking, Investment Banking, Financial Risk, Portfolio Management, Derivatives, Valuation, Equities, Investments
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Lehigh University 1981 — 1985
BS - Business and Economics, Finance with additional study in Industrial Engineering
TIAA-CREF January 2010 - Present
Wachovia Bank November 2006 - January 2010
Bank of America June 2000 - September 2006
Deutsche Bank June 1995 - May 2000
Bankers Trust Company 1991 - 1995
Bankers Trust March 1988 - March 1991
Bankers Trust November 1986 - March 1988
Skills
Trading, Credit Risk, Capital Markets, Risk Management, Fixed Income, Banking, Investment Banking, Financial Risk, Portfolio Management, Derivatives, Valuation, Equities, Investments
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Lehigh University 1981 — 1985
BS - Business and Economics, Finance with additional study in Industrial Engineering
Raymond Horan's Bankers Trust Experience 1992 - 1999
Job Vice President at Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon June 2001 - Present
Control Associates April 2000 - June 2002
Control Associates April 2000 - June 2002
The Chase Manhattan Bank 1999 - 2000
Bankers Trust 1992 - 1999
Education
Manhattan College 1983 — 1987
BS, Finance
BNY Mellon June 2001 - Present
Control Associates April 2000 - June 2002
Control Associates April 2000 - June 2002
The Chase Manhattan Bank 1999 - 2000
Bankers Trust 1992 - 1999
Education
Manhattan College 1983 — 1987
BS, Finance
Michael Zelkind's Bankers Trust Experience January 1976 - December 1989
Job Member of the Board of Trustees at Equality Charter School
Industry Financial Services
Experience
Equality Charter School August 2015 - Present
RETIRED January 2007 - Present
Teachers Network October 2007 - March 2011
Standard & Poor's 1993 - 2007
Bankers Trust January 1976 - December 1989
Skills
Capital Markets, CRM, Portfolio Management, Fixed Income, Management, Credit
Education
New York University - Leonard N. Stern School of Business 1972 — 1976
MBA, Finance
LIU Post 1962 — 1968
BA, History
Morris High School 1959 — 1962
Regents, acad
Equality Charter School August 2015 - Present
RETIRED January 2007 - Present
Teachers Network October 2007 - March 2011
Standard & Poor's 1993 - 2007
Bankers Trust January 1976 - December 1989
Skills
Capital Markets, CRM, Portfolio Management, Fixed Income, Management, Credit
Education
New York University - Leonard N. Stern School of Business 1972 — 1976
MBA, Finance
LIU Post 1962 — 1968
BA, History
Morris High School 1959 — 1962
Regents, acad
Bill Maher's Bankers Trust Experience January 1995 - August 1997
Job Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse April 2009 - Present
Morgan Stanley Prime Brokerage June 2005 - November 2008
Lehman Brothers October 2001 - May 2005
Lehman Brothers November 1999 - September 2001
Morgan Stanley September 1997 - November 1999
Bankers Trust January 1995 - August 1997
Bankers Trust June 1992 - January 1995
Skills
Separately Managed..., Enhanced Financing..., Senior Client..., Hedge Funds, Prime Brokerage, Fund Of Funds, Client Service, Customer Relations, Fund Administration, Equities, Management, Financial Services, Finance, Customer Service, Securities Lending, Alternative Investments, Trading, Securities, Asset Management, Derivatives, Portfolio Management, Mutual Funds, Middle Office, Options, Fixed Income, Equity Derivatives, Bloomberg, Structured Products, Swaps, Structured Finance, Credit Derivatives, Investment Banking, Capital Markets, Securitization, Trading Systems, FX Options, Client Services, Relationship Management, Financial Markets, Electronic Trading, Client Counseling
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA Full-Time Program, Finance, Marketing, International Business
Manhattan College 1979 — 1983
B.S. Accounting, Accounting and Finance
Credit Suisse April 2009 - Present
Morgan Stanley Prime Brokerage June 2005 - November 2008
Lehman Brothers October 2001 - May 2005
Lehman Brothers November 1999 - September 2001
Morgan Stanley September 1997 - November 1999
Bankers Trust January 1995 - August 1997
Bankers Trust June 1992 - January 1995
Skills
Separately Managed..., Enhanced Financing..., Senior Client..., Hedge Funds, Prime Brokerage, Fund Of Funds, Client Service, Customer Relations, Fund Administration, Equities, Management, Financial Services, Finance, Customer Service, Securities Lending, Alternative Investments, Trading, Securities, Asset Management, Derivatives, Portfolio Management, Mutual Funds, Middle Office, Options, Fixed Income, Equity Derivatives, Bloomberg, Structured Products, Swaps, Structured Finance, Credit Derivatives, Investment Banking, Capital Markets, Securitization, Trading Systems, FX Options, Client Services, Relationship Management, Financial Markets, Electronic Trading, Client Counseling
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA Full-Time Program, Finance, Marketing, International Business
Manhattan College 1979 — 1983
B.S. Accounting, Accounting and Finance
Steve Friedrich's Bankers Trust Experience June 1988 - June 1990
Job Vice President at RollsRoyce North America
Industry Airlines/Aviation
Experience
Rolls-Royce June 2001 - Present
Summit Bank of New Jersey June 1990 - June 2001
United Jersey Bank June 1990 - June 1996
Bankers Trust June 1988 - June 1990
Skills
Aerospace, Commercial Aviation, Aircraft, Aviation, Process Improvement, Airlines, Contract Negotiation, Business Development, Program Management, Strategic Planning, Business Strategy, Strategy, Six Sigma, Aircraft Maintenance, Management, Negotiation
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance
Lafayette College 1984 — 1988
AB, Economics & Business
Rolls-Royce June 2001 - Present
Summit Bank of New Jersey June 1990 - June 2001
United Jersey Bank June 1990 - June 1996
Bankers Trust June 1988 - June 1990
Skills
Aerospace, Commercial Aviation, Aircraft, Aviation, Process Improvement, Airlines, Contract Negotiation, Business Development, Program Management, Strategic Planning, Business Strategy, Strategy, Six Sigma, Aircraft Maintenance, Management, Negotiation
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance
Lafayette College 1984 — 1988
AB, Economics & Business
Leslie M. Richardson's Bankers Trust Experience 1989 - 1991
Job Managing Director, The Americas and Managing Editor at Trusted Sources (UK) Ltd.
Industry Research
Experience
Trusted Sources (UK) Ltd. March 2007 - Present
HSBC 2000 - 2006
Crosby Securities 1992 - 2000
Bankers Trust 1989 - 1991
US Government 1980 - 1989
Education
Lehigh University
Trusted Sources (UK) Ltd. March 2007 - Present
HSBC 2000 - 2006
Crosby Securities 1992 - 2000
Bankers Trust 1989 - 1991
US Government 1980 - 1989
Education
Lehigh University
Patrick Iuliano's Bankers Trust Experience July 1984 - March 1989
Job CFO and CCO Pia Capital Management LP
Industry Financial Services
Experience
Pia Capital Management LP (Hedge Fund) January 2009 - December 2012
JPMorgan Chase February 2006 - January 2009
Paloma Partners Management LP (Hedge Fund) December 1993 - February 2006
Westpac Bank March 1989 - December 1993
Bankers Trust July 1984 - March 1989
Colgate Palmolive November 1980 - July 1984
PwC July 1977 - November 1980
Skills
CPA, Accounting, Operations Management, Compliance, Budgets, Office Administration, Broker-Dealer, Private Equity, Back Office, Financial Markets, Hedge Funds, Alternative Investments
Education
Manhattan College
BS, Accounting
Pace University - Lubin School of Business
MBA, Finance
Pia Capital Management LP (Hedge Fund) January 2009 - December 2012
JPMorgan Chase February 2006 - January 2009
Paloma Partners Management LP (Hedge Fund) December 1993 - February 2006
Westpac Bank March 1989 - December 1993
Bankers Trust July 1984 - March 1989
Colgate Palmolive November 1980 - July 1984
PwC July 1977 - November 1980
Skills
CPA, Accounting, Operations Management, Compliance, Budgets, Office Administration, Broker-Dealer, Private Equity, Back Office, Financial Markets, Hedge Funds, Alternative Investments
Education
Manhattan College
BS, Accounting
Pace University - Lubin School of Business
MBA, Finance
Richard Irace's Bankers Trust Experience May 1989 - February 1994
Job Managing Director at Merrill Lynch Head of Institutional and Business Retirement Products
Industry Financial Services
Experience
Merrill Lynch April 1994 - Present
Bankers Trust May 1989 - February 1994
Skills
Investments, Financial Services, Mutual Funds, Management, Series 7, Retirement, Wealth Management, Equities, Retirement Planning
Education
Monmouth University 1985 — 1989
BS, Marketing
Merrill Lynch April 1994 - Present
Bankers Trust May 1989 - February 1994
Skills
Investments, Financial Services, Mutual Funds, Management, Series 7, Retirement, Wealth Management, Equities, Retirement Planning
Education
Monmouth University 1985 — 1989
BS, Marketing
Peter Leahy's Bankers Trust Experience 1989 - 1991
Job President at Stuart Street Consulting
Industry Investment Management
Experience
Stuart Street Consulting September 2011 - Present
Grantham, Mayo, Van Otterloo January 2009 - August 2011
State Street Global Advisors 2005 - October 2008
State Street Global Advisors 2004 - 2005
State Street Global Advisors 1997 - 2004
State Street Global Advisors 1994 - 1997
State Street Global Advisors 1991 - 1994
Bankers Trust 1989 - 1991
Bankers Trust 1987 - 1989
Skills
Strategic Consulting
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
Middlebury College 1979 — 1983
BA, cum laude, Economics
Stuart Street Consulting September 2011 - Present
Grantham, Mayo, Van Otterloo January 2009 - August 2011
State Street Global Advisors 2005 - October 2008
State Street Global Advisors 2004 - 2005
State Street Global Advisors 1997 - 2004
State Street Global Advisors 1994 - 1997
State Street Global Advisors 1991 - 1994
Bankers Trust 1989 - 1991
Bankers Trust 1987 - 1989
Skills
Strategic Consulting
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
Middlebury College 1979 — 1983
BA, cum laude, Economics
Oleg Arsky's Bankers Trust Experience March 1995 - December 1995
Job VP, Product Development at Synchrony Systems, Inc.
Industry Information Technology and Services
Experience
Synchrony Systems, Inc. Chief Learning OfficerZoologicJanuary 1996 - December 2003
Bankers Trust March 1995 - December 1995
Home Information Services 1993 - 1995
Citicorp August 1989 - August 1992
Skills
Software Development, Management, XML, Enterprise Software, Agile Methodologies, SaaS, SOA, SQL, Program Management, Strategic Planning
Education
Lafayette College 1986 — 1989
BS, Electrical Engineering
Synchrony Systems, Inc. Chief Learning OfficerZoologicJanuary 1996 - December 2003
Bankers Trust March 1995 - December 1995
Home Information Services 1993 - 1995
Citicorp August 1989 - August 1992
Skills
Software Development, Management, XML, Enterprise Software, Agile Methodologies, SaaS, SOA, SQL, Program Management, Strategic Planning
Education
Lafayette College 1986 — 1989
BS, Electrical Engineering
Greg van Inwegen's Bankers Trust Experience 1998 - 1999
Job Global Head of Quantitative Research, Citi Investment Management
Industry Investment Management
Experience
Citi August 2010 - Present
Ivy Asset Management/BNY Mellon 2004 - 2010
Rydex Investments 2004 - 2004
Deutsche Asset Management 2000 - 2002
Bankers Trust 1998 - 1999
Verizon (NYTel Asset Management Co) 1996 - 1997
Skills
Portfolio Management, Asset Allocation, Financial Risk, Management, Hedge Funds, Alternative Investments, Fixed Income, Equities, Derivatives, Asset Management, Capital Markets, Investments, Risk Management, Structured Products, Investment Management, Series 7, Financial Modeling, Asset Managment, Securities, Trading, Mutual Funds, Valuation, Bloomberg, Portfolio Optimization, Fund Of Funds, Market Risk, Wealth Management, Investment Strategies, Investment Banking, Quantitative Research, Private Equity, Emerging Markets, Equity Research
Education
University of Pennsylvania - The Wharton School 1986 — 1991
Phd, Finance
Massachusetts Institute of Technology - Sloan School of Management 1984 — 1986
SM, Finance
University of California, Berkeley, Haas School of Business 1979 — 1983
BS, Finance
Los Gatos High School
Citi August 2010 - Present
Ivy Asset Management/BNY Mellon 2004 - 2010
Rydex Investments 2004 - 2004
Deutsche Asset Management 2000 - 2002
Bankers Trust 1998 - 1999
Verizon (NYTel Asset Management Co) 1996 - 1997
Skills
Portfolio Management, Asset Allocation, Financial Risk, Management, Hedge Funds, Alternative Investments, Fixed Income, Equities, Derivatives, Asset Management, Capital Markets, Investments, Risk Management, Structured Products, Investment Management, Series 7, Financial Modeling, Asset Managment, Securities, Trading, Mutual Funds, Valuation, Bloomberg, Portfolio Optimization, Fund Of Funds, Market Risk, Wealth Management, Investment Strategies, Investment Banking, Quantitative Research, Private Equity, Emerging Markets, Equity Research
Education
University of Pennsylvania - The Wharton School 1986 — 1991
Phd, Finance
Massachusetts Institute of Technology - Sloan School of Management 1984 — 1986
SM, Finance
University of California, Berkeley, Haas School of Business 1979 — 1983
BS, Finance
Los Gatos High School
Yury Shmuylovich's Bankers Trust Experience 1994 - 1999
Job CoHead of Global Equity and Commodity Group at National Bank of Canada
Industry Financial Services
Experience
National Bank of Canada July 2004 - Present
Commerzbank AG June 1999 - July 2004
Bankers Trust 1994 - 1999
Education
Massachusetts Institute of Technology 1990 — 1994
BS, Mathematics
Philips Academy Andover 1988 — 1990
National Bank of Canada July 2004 - Present
Commerzbank AG June 1999 - July 2004
Bankers Trust 1994 - 1999
Education
Massachusetts Institute of Technology 1990 — 1994
BS, Mathematics
Philips Academy Andover 1988 — 1990
Stan Lowery's Bankers Trust Experience 1992 - 1995
Job Director of HR for Lipscomb University
Industry Nonprofit Organization Management
Experience
Lipscomb University September 2013 - Present
Hillsboro Church of Christ July 2004 - September 2013
Home Advantage, LLC January 2001 - July 2004
SSR 1997 - 2001
First Union National Bank 1995 - 1997
Bankers Trust 1992 - 1995
Skills
Evangelism, Leadership, Church Events, Religion, Missions, Microsoft Office, Non-profits, Teaching, Church Administration, Preaching, Biblical Studies, Public Speaking, Pastoral Care, Marketing, Team Building, Messaging, Discipleship, Strategic Planning, Theology, Community Outreach, Leadership Development, Nonprofits, Volunteer Management
Education
Lipscomb University
Bachelor of Arts (B.A.), Marketing
Lipscomb University September 2013 - Present
Hillsboro Church of Christ July 2004 - September 2013
Home Advantage, LLC January 2001 - July 2004
SSR 1997 - 2001
First Union National Bank 1995 - 1997
Bankers Trust 1992 - 1995
Skills
Evangelism, Leadership, Church Events, Religion, Missions, Microsoft Office, Non-profits, Teaching, Church Administration, Preaching, Biblical Studies, Public Speaking, Pastoral Care, Marketing, Team Building, Messaging, Discipleship, Strategic Planning, Theology, Community Outreach, Leadership Development, Nonprofits, Volunteer Management
Education
Lipscomb University
Bachelor of Arts (B.A.), Marketing
Gene Quinn's Bankers Trust Experience March 1995 - February 1999
Job Director, Global HR Technology & Administration at Buck Consultants
Industry Human Resources
Experience
Buck Consultants January 2009 - Present
Affiliated Computer Services March 1999 - Present
Coopers & Lybrand/PwC Kwasha HR Solutions/Unifi 1999 - 2002
Bankers Trust March 1995 - February 1999
Republic National Bank May 1993 - March 1995
Education
Le Moyne College 1973 — 1977
BS, Business Admin
Buck Consultants January 2009 - Present
Affiliated Computer Services March 1999 - Present
Coopers & Lybrand/PwC Kwasha HR Solutions/Unifi 1999 - 2002
Bankers Trust March 1995 - February 1999
Republic National Bank May 1993 - March 1995
Education
Le Moyne College 1973 — 1977
BS, Business Admin
Suhail A. Shaikh's Bankers Trust Experience June 1991 - June 1994
Job Partner at Solar Capital Partners LLC
Industry Investment Management
Experience
Solar Capital Partners LLC July 2011 - Present
Bank of America Merrill Lynch August 2005 - July 2011
CIBC World Markets July 2002 - July 2005
J.P. Morgan August 1996 - July 2002
Bankers Trust June 1991 - June 1994
Skills
Credit, Private Equity, Capital Markets, Equities, Valuation, Financial Modeling, Investment Banking
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Middlebury College 1987 — 1991
AB, Economics and Computer Science
Karachi Grammar School 1971 — 1986
A Levels
Solar Capital Partners LLC July 2011 - Present
Bank of America Merrill Lynch August 2005 - July 2011
CIBC World Markets July 2002 - July 2005
J.P. Morgan August 1996 - July 2002
Bankers Trust June 1991 - June 1994
Skills
Credit, Private Equity, Capital Markets, Equities, Valuation, Financial Modeling, Investment Banking
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Middlebury College 1987 — 1991
AB, Economics and Computer Science
Karachi Grammar School 1971 — 1986
A Levels
Jason Knight's Bankers Trust Experience 1993 - 1999
Job Managing Director, Global Head of Insurance Segment, BNY Mellon Asset Servicing at BNY Mellon
Industry Banking
Experience
BNY Mellon October 2013 - Present
BNY Mellon July 2012 - Present
BNY Mellon July 2010 - July 2012
Bank of New York Mellon February 2009 - July 2010
BNY Mellon 2007 - 2009
Bank of New York Mellon 2002 - 2007
Citibank 1999 - 2002
Bankers Trust 1993 - 1999
Education
Lafayette College 1989 — 1993
BA
BNY Mellon October 2013 - Present
BNY Mellon July 2012 - Present
BNY Mellon July 2010 - July 2012
Bank of New York Mellon February 2009 - July 2010
BNY Mellon 2007 - 2009
Bank of New York Mellon 2002 - 2007
Citibank 1999 - 2002
Bankers Trust 1993 - 1999
Education
Lafayette College 1989 — 1993
BA
Robert S Gay's Bankers Trust Experience January 1991 - June 1999
Job Managing Partner, Fenwick Advisers
Industry Investment Management
Experience
Monarch Wind Power LLC January 2007 - Present
Fenwick Advisers LLC 2005 - Present
Bankers Trust January 1991 - June 1999
Morgan Stanley August 1985 - December 1991
Board of Governors of Federal Reserve 1977 - 1985
Skills
Alternative Energy, Wind, Energy, Investment Portfolio..., Tail Risk Hedging, Financial Advisory, Market Analysis
Education
University of Wisconsin-Madison 1970 — 1973
Phd, Economics
Michigan State University 1965 — 1969
Bachelor of Applied Science (B.A.Sc.), Mechanical Engineering
Monarch Wind Power LLC January 2007 - Present
Fenwick Advisers LLC 2005 - Present
Bankers Trust January 1991 - June 1999
Morgan Stanley August 1985 - December 1991
Board of Governors of Federal Reserve 1977 - 1985
Skills
Alternative Energy, Wind, Energy, Investment Portfolio..., Tail Risk Hedging, Financial Advisory, Market Analysis
Education
University of Wisconsin-Madison 1970 — 1973
Phd, Economics
Michigan State University 1965 — 1969
Bachelor of Applied Science (B.A.Sc.), Mechanical Engineering
Amy Hubertus's Bankers Trust Experience 1992 - 1995
Job Modern Language Department Chair and French Teacher at EWG School District
Industry Primary/Secondary Education
Experience
EWG School District September 2008 - Present
Textron Financial 2002 - 2007
Textron 1995 - 2002
Bankers Trust 1992 - 1995
Skills
Financial Analysis, Public Speaking, Project Management, Editing, Tutoring, Classroom, Leadership, Curriculum Development, Management, Nonprofits, Curriculum Design, Analysis, Process Improvement, Accounting, Financial Reporting, Copywriting, Business Analysis
Education
Rhode Island College 2005 — 2008
BA, Education, French
University of Rhode Island - College of Business Administration 1997 — 2001
MBA, Business Administration and Management, General
Lafayette College 1987 — 1991
BA, Economics, International Affairs
EWG School District September 2008 - Present
Textron Financial 2002 - 2007
Textron 1995 - 2002
Bankers Trust 1992 - 1995
Skills
Financial Analysis, Public Speaking, Project Management, Editing, Tutoring, Classroom, Leadership, Curriculum Development, Management, Nonprofits, Curriculum Design, Analysis, Process Improvement, Accounting, Financial Reporting, Copywriting, Business Analysis
Education
Rhode Island College 2005 — 2008
BA, Education, French
University of Rhode Island - College of Business Administration 1997 — 2001
MBA, Business Administration and Management, General
Lafayette College 1987 — 1991
BA, Economics, International Affairs
Phyllis Yee's Bankers Trust Experience 1992 - 1994
Job Senior Manager at Murex
Industry Financial Services
Experience
Murex December 2011 - December 2014
MetLife February 2010 - October 2011
Murex November 2009 - December 2009
Basement Store of Westchester March 2008 - October 2009
Murex 1994 - March 2008
CIBC December 1992 - December 1994
Bankers Trust 1992 - 1994
Citi 1989 - 1991
J. Aron and Company 1987 - 1989
PwC 1985 - 1987
Skills
Accounting, Financial Reporting, Compliance, Analysis, General Ledger, project management, Software Project..., Software Implementation, Financial Software, Project Management, Accounting Applications, Murex, Interest Rate..., Market Risk, Portfolio Management, Equities, Derivatives, Start-ups, Business Analysis, Project Planning, Risk Management, Back Office, Financial Risk, Management, Fixed Income, Trading Systems, Capital Markets, FX Options, Equity Derivatives, Business Development, CRM, Valuation, Enterprise Risk..., Finance, Options, Financial Markets, Credit Derivatives, Financial Services, Trading, Banking
Education
Lehigh University 1980 — 1985
BS, Accounting, Finance
Blind Brook High School 1974 — 1980
Murex December 2011 - December 2014
MetLife February 2010 - October 2011
Murex November 2009 - December 2009
Basement Store of Westchester March 2008 - October 2009
Murex 1994 - March 2008
CIBC December 1992 - December 1994
Bankers Trust 1992 - 1994
Citi 1989 - 1991
J. Aron and Company 1987 - 1989
PwC 1985 - 1987
Skills
Accounting, Financial Reporting, Compliance, Analysis, General Ledger, project management, Software Project..., Software Implementation, Financial Software, Project Management, Accounting Applications, Murex, Interest Rate..., Market Risk, Portfolio Management, Equities, Derivatives, Start-ups, Business Analysis, Project Planning, Risk Management, Back Office, Financial Risk, Management, Fixed Income, Trading Systems, Capital Markets, FX Options, Equity Derivatives, Business Development, CRM, Valuation, Enterprise Risk..., Finance, Options, Financial Markets, Credit Derivatives, Financial Services, Trading, Banking
Education
Lehigh University 1980 — 1985
BS, Accounting, Finance
Blind Brook High School 1974 — 1980
Ralph Pilla's Bankers Trust Experience 1996 - 1998
Job Vice President, Product Manager at Citi Private Equity Services, Inc.
Industry Financial Services
Experience
Citi May 2013 - Present
TIAA-CREF August 1998 - May 2013
Bankers Trust 1996 - 1998
Weiss Peck & Greer Investments 1992 - 1994
Skills
Fixed Income, Alternative Investments, Asset Management, Mutual Funds, Securities, Derivatives, Equities, Capital Markets, Investments, Financial Analysis, Private Equity, Hedge Funds, Bloomberg, Asset Allocation
Education
Le Moyne College
Citi May 2013 - Present
TIAA-CREF August 1998 - May 2013
Bankers Trust 1996 - 1998
Weiss Peck & Greer Investments 1992 - 1994
Skills
Fixed Income, Alternative Investments, Asset Management, Mutual Funds, Securities, Derivatives, Equities, Capital Markets, Investments, Financial Analysis, Private Equity, Hedge Funds, Bloomberg, Asset Allocation
Education
Le Moyne College
Laura Chan's Bankers Trust Experience 1996 - 1999
Job Vice President at ING
Industry Financial Services
Experience
ING 1999 - Present
Bankers Trust 1996 - 1999
Fidelity Investments 1993 - 1996
Skills
Banking, Corporate Finance, Capital Markets, Credit Risk, Derivatives, Financial Analysis, Financial Audits, Financial Risk, Fixed Income, Investments, Loans, Risk Management, Sarbanes-Oxley Act, Treasury, Valuation, Cash Management, Credit, Finance, Financial Modeling, Investment Banking
Education
Merrimack College 1990 — 1994
BS, Finance
ING 1999 - Present
Bankers Trust 1996 - 1999
Fidelity Investments 1993 - 1996
Skills
Banking, Corporate Finance, Capital Markets, Credit Risk, Derivatives, Financial Analysis, Financial Audits, Financial Risk, Fixed Income, Investments, Loans, Risk Management, Sarbanes-Oxley Act, Treasury, Valuation, Cash Management, Credit, Finance, Financial Modeling, Investment Banking
Education
Merrimack College 1990 — 1994
BS, Finance
Patrick Kilgallon's Bankers Trust Experience 1987 - 1995
Job Partner at The Macro Group
Industry Investment Management
Experience
The Macro Group 2010 - Present
Tradex Capital Markets, Greenwich, CT 2000 - 2008
Lehman Brothers, London 1996 - 2000
Bankers Trust 1987 - 1995
Skills
Portfolio Management, Equities, Fixed Income, Capital Markets, Alternative Investments, Derivatives, Investment Strategies, Trading, Hedge Funds, Asset Managment, Fund Of Funds, Asset Allocation, Global Macro, Asset Management, Investment Banking, Financial Markets, Investments, Options, FX Options
Education
Lehigh University - College of Business and Economics 1983 — 1987
BS, Finance
The Macro Group 2010 - Present
Tradex Capital Markets, Greenwich, CT 2000 - 2008
Lehman Brothers, London 1996 - 2000
Bankers Trust 1987 - 1995
Skills
Portfolio Management, Equities, Fixed Income, Capital Markets, Alternative Investments, Derivatives, Investment Strategies, Trading, Hedge Funds, Asset Managment, Fund Of Funds, Asset Allocation, Global Macro, Asset Management, Investment Banking, Financial Markets, Investments, Options, FX Options
Education
Lehigh University - College of Business and Economics 1983 — 1987
BS, Finance
Christopher Bricker's Bankers Trust Experience 1993 - 1997
Job Senior Vice President, Pinnacle Financial Partners
Industry Investment Management
Experience
Pinnacle Financial Partners July 2013 - Present
Truxton Trust Company December 2006 - June 2013
SunTrust Bank 1997 - 2006
Bankers Trust 1993 - 1997
Education
Lipscomb University 1988 — 1992
Bachelor of Science, Finance and Economics
Pinnacle Financial Partners July 2013 - Present
Truxton Trust Company December 2006 - June 2013
SunTrust Bank 1997 - 2006
Bankers Trust 1993 - 1997
Education
Lipscomb University 1988 — 1992
Bachelor of Science, Finance and Economics
Kimberley Dall's Bankers Trust Experience 1995 - 1998
Job Vice President, OTC Derivative Analysis and Implementation Mgr at State Street
Industry Financial Services
Experience
State Street 2000 - Present
PIMCO March 2000 - August 2001
Bankers Trust 1995 - 1998
Bank of America 1992 - 1995
The Private Bank of California 1990 - 1992
Continental Bank 1988 - 1990
Education
Lake Forest College 1985 — 1988
BA, English, Politics
Sweet Briar College 1984 — 1985
State Street 2000 - Present
PIMCO March 2000 - August 2001
Bankers Trust 1995 - 1998
Bank of America 1992 - 1995
The Private Bank of California 1990 - 1992
Continental Bank 1988 - 1990
Education
Lake Forest College 1985 — 1988
BA, English, Politics
Sweet Briar College 1984 — 1985
Chetan Bhat's Bankers Trust Experience 1998 - 1999
Job Director
Industry Investment Banking
Experience
Citi July 2013 - Present
Citi January 2010 - June 2013
Citigroup 2007 - 2009
Salomon Smith Barney 2000 - 2006
Deutsche Bank 1999 - 2000
Bankers Trust 1998 - 1999
Defence Research and Development Organisation 1995 - 1996
Tata Elxsi 1994 - 1996
Skills
Derivatives, Fixed Income, Credit Derivatives, Trading Systems, Electronic Trading, Middle Office, Prime Brokerage, Capital Markets, Equities, Equity Derivatives, Interest Rate..., FX Options, Market Data, Hedge Funds, Swaps, Structured Products, Investment Banking, Options, CDS, Risk Management, OTC Clearing, Reference Data, Market Risk, Back Office
Education
New Jersey Institute of Technology 2000 — 2002
M.S.
Karnatak University 1990 — 1994
B.E.
Citi July 2013 - Present
Citi January 2010 - June 2013
Citigroup 2007 - 2009
Salomon Smith Barney 2000 - 2006
Deutsche Bank 1999 - 2000
Bankers Trust 1998 - 1999
Defence Research and Development Organisation 1995 - 1996
Tata Elxsi 1994 - 1996
Skills
Derivatives, Fixed Income, Credit Derivatives, Trading Systems, Electronic Trading, Middle Office, Prime Brokerage, Capital Markets, Equities, Equity Derivatives, Interest Rate..., FX Options, Market Data, Hedge Funds, Swaps, Structured Products, Investment Banking, Options, CDS, Risk Management, OTC Clearing, Reference Data, Market Risk, Back Office
Education
New Jersey Institute of Technology 2000 — 2002
M.S.
Karnatak University 1990 — 1994
B.E.
Tim Kiley's Bankers Trust Experience May 1983 - February 1992
Job Senior Managing Consultant at Public Financial Management
Industry Financial Services
Experience
Public Financial Management May 2009 - Present
SunTrust Robinson Humphrey September 1995 - February 2009
Morgan Stanley February 1992 - September 1995
Bankers Trust May 1983 - February 1992
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
Marquette University Law School 1973 — 1976
JD
University of Notre Dame 1969 — 1973
AB, History
Public Financial Management May 2009 - Present
SunTrust Robinson Humphrey September 1995 - February 2009
Morgan Stanley February 1992 - September 1995
Bankers Trust May 1983 - February 1992
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
Marquette University Law School 1973 — 1976
JD
University of Notre Dame 1969 — 1973
AB, History
Labib S. Mahfouz's Bankers Trust Experience October 1995 - December 1996
Job President and Chief Operating Officer at Axonic Capital LLC
Industry Investment Management
Experience
Axonic Capital LLC March 2013 - Present
Axonic Capital LLC July 2012 - Present
Tricadia Capital Management April 2008 - July 2012
Barclays Capital January 1998 - April 2008
Alpha Investment Management January 1997 - December 1997
Bankers Trust October 1995 - December 1996
Bankers Trust April 1993 - October 1995
Bankers Trust October 1991 - April 1993
Skills
Hedge Funds, Trading, Alternative Investments, Fixed Income, Equities, Investor Relations, Product Development, Operations, Credit Derivatives, Structured Products
Education
Lehigh University 1987 — 1991
BS, Finance
Bahrain School 1985 — 1987
New York University
Axonic Capital LLC March 2013 - Present
Axonic Capital LLC July 2012 - Present
Tricadia Capital Management April 2008 - July 2012
Barclays Capital January 1998 - April 2008
Alpha Investment Management January 1997 - December 1997
Bankers Trust October 1995 - December 1996
Bankers Trust April 1993 - October 1995
Bankers Trust October 1991 - April 1993
Skills
Hedge Funds, Trading, Alternative Investments, Fixed Income, Equities, Investor Relations, Product Development, Operations, Credit Derivatives, Structured Products
Education
Lehigh University 1987 — 1991
BS, Finance
Bahrain School 1985 — 1987
New York University
Ned Kane's Bankers Trust Experience 1982 - 1999
Job Managing Director, Private Wealth Management at Deutsche Bank
Industry Banking
Experience
Deutsche Bank New York, New York July 1999 - Present
Bankers Trust Company New York, New York July 1982 - June 1999
Bankers Trust 1982 - 1999
Skills
Banking, CRM, Commercial Banking, Credit, Financial Services, Investment Advisory, Investments, Loans, Management, Portfolio Management, Private Banking, Risk Management, Wealth Management, Wealth Management...
Education
Marist College
Bachelor of Science, Business Management
Deutsche Bank New York, New York July 1999 - Present
Bankers Trust Company New York, New York July 1982 - June 1999
Bankers Trust 1982 - 1999
Skills
Banking, CRM, Commercial Banking, Credit, Financial Services, Investment Advisory, Investments, Loans, Management, Portfolio Management, Private Banking, Risk Management, Wealth Management, Wealth Management...
Education
Marist College
Bachelor of Science, Business Management
Nazeea Rahman, MBA's Bankers Trust Experience January 2008 - December 2009
Job Hedge Fund Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
Wells Fargo Investments January 2010 - May 2013
Bankers Trust January 2008 - December 2009
Skills
Finance, Investments, Financial Modeling, Financial Analysis, Banking, Risk Management, Portfolio Management, Securities, Business Analysis, Credit, MS Excel Pivot Tables, Account Reconciliation, Process Improvement, Investment Banking, Hedge Funds, Cash Management, Operational Due..., Alternative Investments, Mutual Funds, Private Equity, Trade Compliance
Education
Southern Connecticut State University 2011 — 2013
MBA
Minnesota State University, Moorhead 2005 — 2009
Bachelor of Science (B.S.)
Morgan Stanley July 2013 - Present
Wells Fargo Investments January 2010 - May 2013
Bankers Trust January 2008 - December 2009
Skills
Finance, Investments, Financial Modeling, Financial Analysis, Banking, Risk Management, Portfolio Management, Securities, Business Analysis, Credit, MS Excel Pivot Tables, Account Reconciliation, Process Improvement, Investment Banking, Hedge Funds, Cash Management, Operational Due..., Alternative Investments, Mutual Funds, Private Equity, Trade Compliance
Education
Southern Connecticut State University 2011 — 2013
MBA
Minnesota State University, Moorhead 2005 — 2009
Bachelor of Science (B.S.)
Wayne Ten Cate's Bankers Trust Experience March 1994 - September 1999
Job Associate Engineer at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase May 2008 - Present
Bear Stearns 2006 - 2010
Hip Health Plans July 2000 - September 2005
Morgan Stanley Smith Barney February 1999 - August 2000
Bankers Trust March 1994 - September 1999
Federal Home Loan Bank of New York January 1991 - March 1994
Air France January 1984 - March 1989
Skills
Vendor Management, Risk Management, Disaster Recovery, Trading Systems, SDLC, Process Improvement, Visio, ITIL, Project Management, Data Center, Business Analysis, SharePoint, Electronic Trading, Fixed Income, IT Management, Program Management, Telecommunications, Equities, Integration, Troubleshooting
Education
University of Pennsylvania 1978 — 1982
BA, Communications, German
Ludwig-Maximilians Universität München 1980 — 1981
1 year study abroad, German Studies
JPMorgan Chase May 2008 - Present
Bear Stearns 2006 - 2010
Hip Health Plans July 2000 - September 2005
Morgan Stanley Smith Barney February 1999 - August 2000
Bankers Trust March 1994 - September 1999
Federal Home Loan Bank of New York January 1991 - March 1994
Air France January 1984 - March 1989
Skills
Vendor Management, Risk Management, Disaster Recovery, Trading Systems, SDLC, Process Improvement, Visio, ITIL, Project Management, Data Center, Business Analysis, SharePoint, Electronic Trading, Fixed Income, IT Management, Program Management, Telecommunications, Equities, Integration, Troubleshooting
Education
University of Pennsylvania 1978 — 1982
BA, Communications, German
Ludwig-Maximilians Universität München 1980 — 1981
1 year study abroad, German Studies
Intisar Chaudhry's Bankers Trust Experience May 1987 - June 1995
Job at JPMorgan Chase
Industry Banking
Experience
BNY Mellon April 2010 - Present
JPMorgan Chase September 2003 - March 2010
Madison Consulting Group September 2001 - September 2003
A.T. Kearney March 1998 - September 2001
Accenture September 1995 - March 1998
Bankers Trust May 1987 - June 1995
Skills
Strategy, Financial Services, Risk Management, CRM, Business Process..., Program Management, Product Management, Management, Consulting, Business Strategy, Investment Banking, Investments
Education
Lehigh University
MBA, Finance
BNY Mellon April 2010 - Present
JPMorgan Chase September 2003 - March 2010
Madison Consulting Group September 2001 - September 2003
A.T. Kearney March 1998 - September 2001
Accenture September 1995 - March 1998
Bankers Trust May 1987 - June 1995
Skills
Strategy, Financial Services, Risk Management, CRM, Business Process..., Program Management, Product Management, Management, Consulting, Business Strategy, Investment Banking, Investments
Education
Lehigh University
MBA, Finance
Gail Golightly's Bankers Trust Experience 1987 - 1991
Job Managing Director at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities 1996 - Present
Wachovia 1996 - 2008
CIBC 1991 - 1996
Bankers Trust 1987 - 1991
Manufacturers Hanover Trust 1978 - 1988
Skills
Management, Financial Institutions, Portfolio Management, Credit Risk, Banking, Underwriting
Education
Lycoming College 1969 — 1973
BA, Political Science
Pace University
MBA
Wells Fargo Securities 1996 - Present
Wachovia 1996 - 2008
CIBC 1991 - 1996
Bankers Trust 1987 - 1991
Manufacturers Hanover Trust 1978 - 1988
Skills
Management, Financial Institutions, Portfolio Management, Credit Risk, Banking, Underwriting
Education
Lycoming College 1969 — 1973
BA, Political Science
Pace University
MBA
Fred De Rubeis's Bankers Trust Experience 1986 - 1989
Job Wine,Food & Music Consultant
Industry Food & Beverages
Experience
BNY Mellon June 2008 - December 2010
Morgan Stanley Dean Witter March 2006 - April 2008
FDR Consulting November 2001 - 2007
Financial Technologies International, 2003 - 2004
Tap Ventures 2002 - 2002
APS-Botal Staffing, 1999 - 2001
Constantine Control Associates 1989 - 1999
Bankers Trust 1986 - 1989
Citibank 1986 - 1986
US Trust 1985 - 1986
Skills
Global Custody, Conversions, Transfer Agency, Cash, Asset, Reconciliation, Middle Office, Mutual Funds, Settlement, Corporate Actions, Securities, Business Analysis, Back Office, Fixed Income, Equities, Settlements, Cash Management, Client Service, Re-engineering, Risk, Client Services, Bank Operations, Wealth Management, Process Engineering, Currency, Investment Operations, Banking, Financial Services, Financial Risk, Outsourcing, Investments, Finance, Trading, Portfolio Management, Derivatives, Bloomberg, Capital Markets, Asset Management, Prime Brokerage, Alternative Investments, Financial Markets, Trading Systems, Bonds
Education
St. John's University, The Peter J. Tobin College of Business 1978 — 1980
Master of Business Administration (M.B.A.), Executive Management, 3.75
Long Island University, Brooklyn Campus 1965 — 1970
Bachelor’s Degree, Fianance
BNY Mellon June 2008 - December 2010
Morgan Stanley Dean Witter March 2006 - April 2008
FDR Consulting November 2001 - 2007
Financial Technologies International, 2003 - 2004
Tap Ventures 2002 - 2002
APS-Botal Staffing, 1999 - 2001
Constantine Control Associates 1989 - 1999
Bankers Trust 1986 - 1989
Citibank 1986 - 1986
US Trust 1985 - 1986
Skills
Global Custody, Conversions, Transfer Agency, Cash, Asset, Reconciliation, Middle Office, Mutual Funds, Settlement, Corporate Actions, Securities, Business Analysis, Back Office, Fixed Income, Equities, Settlements, Cash Management, Client Service, Re-engineering, Risk, Client Services, Bank Operations, Wealth Management, Process Engineering, Currency, Investment Operations, Banking, Financial Services, Financial Risk, Outsourcing, Investments, Finance, Trading, Portfolio Management, Derivatives, Bloomberg, Capital Markets, Asset Management, Prime Brokerage, Alternative Investments, Financial Markets, Trading Systems, Bonds
Education
St. John's University, The Peter J. Tobin College of Business 1978 — 1980
Master of Business Administration (M.B.A.), Executive Management, 3.75
Long Island University, Brooklyn Campus 1965 — 1970
Bachelor’s Degree, Fianance
Christopher Millar's Bankers Trust Experience January 1994 - May 1998
Job CEO at Gatekeeper Security
Industry Security and Investigations
Experience
Gatekeeper, Inc October 2004 - Present
Bankers Trust January 1994 - May 1998
Skills
Private Investigations, Management, Security Management, Access Control, CCTV, Physical Security, Security, Contract Negotiation, Risk Assessment, Alarm Systems, Surveillance, Risk Management, Program Management, Crisis Management, Business Strategy
Education
Lincoln University (NZ)
Waitaki
Gatekeeper, Inc October 2004 - Present
Bankers Trust January 1994 - May 1998
Skills
Private Investigations, Management, Security Management, Access Control, CCTV, Physical Security, Security, Contract Negotiation, Risk Assessment, Alarm Systems, Surveillance, Risk Management, Program Management, Crisis Management, Business Strategy
Education
Lincoln University (NZ)
Waitaki
Raymond Horan's Bankers Trust Experience 1992 - 1998
Job Warehouse Worker at Tory Burch
Industry Banking
Experience
Tory Burch November 2014 - Present
Eddie Bauer March 2012 - Present
Ray Horan Muzic September 2010 - Present
Streetwise Brand Development LLC January 2013 - May 2014
Saks Fifth Avenue September 2011 - 2013
BNY Mellon April 2002 - March 2010
Control Associates May 1999 - May 2002
Bankers Trust 1992 - 1998
Colson Services 1987 - 1992
Skills
End-to-end Testing, Regression Testing, User Acceptance Testing, Defect Tracking, Black Box Testing, UI testing, Batch Processing, Test Cases, Executing Test Plans, RFP, SWIFT messaging, Straight Through...
Education
Manhattan College 1995 — 1997
MBA, International Business
Manhattan College 1983 — 1987
Bachelor of Science, Finance
Tory Burch November 2014 - Present
Eddie Bauer March 2012 - Present
Ray Horan Muzic September 2010 - Present
Streetwise Brand Development LLC January 2013 - May 2014
Saks Fifth Avenue September 2011 - 2013
BNY Mellon April 2002 - March 2010
Control Associates May 1999 - May 2002
Bankers Trust 1992 - 1998
Colson Services 1987 - 1992
Skills
End-to-end Testing, Regression Testing, User Acceptance Testing, Defect Tracking, Black Box Testing, UI testing, Batch Processing, Test Cases, Executing Test Plans, RFP, SWIFT messaging, Straight Through...
Education
Manhattan College 1995 — 1997
MBA, International Business
Manhattan College 1983 — 1987
Bachelor of Science, Finance
Amy Marx's Bankers Trust Experience October 1985 - July 1987
Job EHR Administration
Industry Hospital & Health Care
Experience
Calvary Hospital October 2013 - Present
Tortola Vacation August 2004 - June 2010
J.P. Morgan July 1987 - August 1990
Bankers Trust October 1985 - July 1987
Saks Fifth Avenue February 1983 - October 1985
Skills
Clinical Research, Medical Terminology, Healthcare Information..., Microsoft Office, Microsoft Excel, Public Speaking, Healthcare, Hospitals, Email Marketing, Customer Service, Medical Billing, HIPAA
Education
Monroe College 2012 — 2013
Medical Insurance Coding Specialist/Coder
University of Pittsburgh
BA, Economics, Speech & Communications
Alameda Services 2011 — 2011
Certificate, Electronic Health Records
Calvary Hospital October 2013 - Present
Tortola Vacation August 2004 - June 2010
J.P. Morgan July 1987 - August 1990
Bankers Trust October 1985 - July 1987
Saks Fifth Avenue February 1983 - October 1985
Skills
Clinical Research, Medical Terminology, Healthcare Information..., Microsoft Office, Microsoft Excel, Public Speaking, Healthcare, Hospitals, Email Marketing, Customer Service, Medical Billing, HIPAA
Education
Monroe College 2012 — 2013
Medical Insurance Coding Specialist/Coder
University of Pittsburgh
BA, Economics, Speech & Communications
Alameda Services 2011 — 2011
Certificate, Electronic Health Records
Kim Pino's Bankers Trust Experience May 1992 - September 1995
Job Equity Trader at American Portfolios
Industry Financial Services
Experience
American Portfolios January 2014 - Present
TD Securities USA LLC September 1995 - January 2012
Bankers Trust May 1992 - September 1995
Skills
Hedge Funds, Equities, Bloomberg, Investments, Capital Markets, Equity Trading, Trading, Electronic Trading, Trading Systems, Securities, ETFs, Institutional..., Series 24, Series 7, Series 63, Series 55, Canadian Securities..., Canadian Equities, FINRA, Restricted Stock, Options, Fidessa, Compliance, Charles River IMS, Supervisory Skills, Financial Markets, Order Management, Rule 144, Regulation D, SEC regulations, Investment Banking
Education
Long Island University, C.W. Post Campus 1989 — 1992
Bachelor's degree, Finance and Financial Management Services
American Portfolios January 2014 - Present
TD Securities USA LLC September 1995 - January 2012
Bankers Trust May 1992 - September 1995
Skills
Hedge Funds, Equities, Bloomberg, Investments, Capital Markets, Equity Trading, Trading, Electronic Trading, Trading Systems, Securities, ETFs, Institutional..., Series 24, Series 7, Series 63, Series 55, Canadian Securities..., Canadian Equities, FINRA, Restricted Stock, Options, Fidessa, Compliance, Charles River IMS, Supervisory Skills, Financial Markets, Order Management, Rule 144, Regulation D, SEC regulations, Investment Banking
Education
Long Island University, C.W. Post Campus 1989 — 1992
Bachelor's degree, Finance and Financial Management Services
August Randazzo's Bankers Trust Experience August 1977 - February 1986
Job Vice President Business Analytics at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2003 - Present
Spear, Leeds, & Kellogg June 2001 - October 2003
Smith Barney October 1990 - June 2001
Chase Manhattan Bank August 1988 - October 1990
DTCC February 1986 - August 1988
St. John's University January 1986 - June 1988
Bankers Trust August 1977 - February 1986
Skills
Business Intelligence, Data Warehousing, Databases, Predictive Modeling, Data Mining, SAS, Campaign Management, Analytics, Application Programming, Application Design, Database Design, Application Development, Application Architecture, JCL, IBM Mainframe, COBOL, DB2, SQL, VSAM, CICS, SAS/SQL, PL/1, TSO, IBM Utilities, IBM Assembler, Intertest, Expeditor, ISAM, Basic, Platinum, Segmentation, Analysis, Team Building, Technical Analysis, Mainframe, SDLC, Financial Systems
Education
New York University, Stern School of Business 1981 — 1986
Bachelor of Science (BS), Finance, General
Laguardia Community College 1975 — 1977
Associate of Arts and Sciences (AAS), Computer Applications & Information Systems
Grover Cleveland HS 1973 — 1975
Regents Diploma
Morgan Stanley Wealth Management October 2003 - Present
Spear, Leeds, & Kellogg June 2001 - October 2003
Smith Barney October 1990 - June 2001
Chase Manhattan Bank August 1988 - October 1990
DTCC February 1986 - August 1988
St. John's University January 1986 - June 1988
Bankers Trust August 1977 - February 1986
Skills
Business Intelligence, Data Warehousing, Databases, Predictive Modeling, Data Mining, SAS, Campaign Management, Analytics, Application Programming, Application Design, Database Design, Application Development, Application Architecture, JCL, IBM Mainframe, COBOL, DB2, SQL, VSAM, CICS, SAS/SQL, PL/1, TSO, IBM Utilities, IBM Assembler, Intertest, Expeditor, ISAM, Basic, Platinum, Segmentation, Analysis, Team Building, Technical Analysis, Mainframe, SDLC, Financial Systems
Education
New York University, Stern School of Business 1981 — 1986
Bachelor of Science (BS), Finance, General
Laguardia Community College 1975 — 1977
Associate of Arts and Sciences (AAS), Computer Applications & Information Systems
Grover Cleveland HS 1973 — 1975
Regents Diploma
William Badia's Bankers Trust Experience November 1982 - September 1984
Job Director, Observatory Credit Markets Fund
Industry Financial Services
Experience
Observatory Capital Management October 2011 - Present
Haymarket Financial LLP March 2009 - June 2011
Goldman Sachs January 1997 - February 2009
Goldman Sachs January 1994 - December 1996
Goldman Sachs April 1988 - December 1993
Goldman Sachs October 1984 - March 1988
Bankers Trust November 1982 - September 1984
PwC May 1978 - October 1982
Education
Middlebury College 1974 — 1978
Bachelor of Arts (B.A.), Political Science
Observatory Capital Management October 2011 - Present
Haymarket Financial LLP March 2009 - June 2011
Goldman Sachs January 1997 - February 2009
Goldman Sachs January 1994 - December 1996
Goldman Sachs April 1988 - December 1993
Goldman Sachs October 1984 - March 1988
Bankers Trust November 1982 - September 1984
PwC May 1978 - October 1982
Education
Middlebury College 1974 — 1978
Bachelor of Arts (B.A.), Political Science
Jerry Steves's Bankers Trust Experience 1978 - 1985
Job Credit/Finance Management
Industry Financial Services
Experience
Auto Credit September 1991 - December 2012
WNY Adjustment & Recovery Agency 1990 - 1993
FNB Finance Company 1988 - 1991
Nuttal Equipment 1985 - 1988
Bankers Trust 1978 - 1985
Flowers by Denny 1976 - 1978
Skills
Communication Skills, Installment Loans, Bankruptcy, Collections, Microsoft Office, Credit Management, Business Management
Education
Jamestown Community College 1980 — 1982
Business Administration and Management, General
Auto Credit September 1991 - December 2012
WNY Adjustment & Recovery Agency 1990 - 1993
FNB Finance Company 1988 - 1991
Nuttal Equipment 1985 - 1988
Bankers Trust 1978 - 1985
Flowers by Denny 1976 - 1978
Skills
Communication Skills, Installment Loans, Bankruptcy, Collections, Microsoft Office, Credit Management, Business Management
Education
Jamestown Community College 1980 — 1982
Business Administration and Management, General
Ken Ridge's Bankers Trust Experience February 1985 - December 1993
Job Primary/Secondary Education Professional
Industry Primary/Secondary Education
Experience
Middletown Twnshp Schools October 2011 - Present
Sayreville, NJ Public Schools September 2008 - June 2011
MetLife January 1998 - March 2002
Deutsche Bank January 1994 - December 1997
Bankers Trust February 1985 - December 1993
Merrill Lynch August 1981 - February 1985
Education
Kean University
Middletown Twnshp Schools October 2011 - Present
Sayreville, NJ Public Schools September 2008 - June 2011
MetLife January 1998 - March 2002
Deutsche Bank January 1994 - December 1997
Bankers Trust February 1985 - December 1993
Merrill Lynch August 1981 - February 1985
Education
Kean University
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation