Bankers Trust
Industry: Bank
DescriptionBankers Trust was a historic American banking organization. The bank merged with Alex. Brown & Sons before being acquired by Deutsche Bank in 1999. Headquarters: New York City, New York, United States Successor: Deutsche Bank Founder: Henry Pomeroy Davison Founded: 1903
Bankers Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bankers Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bankers Trust Salaries. You can even request information on how much does Bankers Trust pay if you want to. Learn about salaries, pros and cons of working for Bankers Trust directly from the past employees.
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1,851 Bankers Trust employees in database. Find out everything there's to know about Bankers Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bankers Trust Employees
Employee
Years
Job
Industry
Shanna Palumbo Shanna Palumbo's Bankers Trust Experience October 1990 - December 1993
Job Principal and Owner, Sinergia Consulting
Industry Hospital & Health Care
Experience
Crisis Response Network, Inc. September 2011 - August 2014
Crisis Response Network, Inc. July 2007 - August 2011
Centene Corporation April 2007 - June 2007
McKesson Health Solutions August 1998 - June 2006
FINOVA Capital Corporation November 1994 - April 1998
Bankers Trust October 1990 - December 1993
JPMorgan Chase November 1986 - October 1990
Skills
Leadership, Business Strategy, Business Operations, Budgets, Human Resources, Change Management, Team Leadership, Project Management, Program Development, Program Implementation, Program Management, Business Process..., Start-ups, Call Centers, Technology Solutions, Customer Service, Business Intelligence, Healthcare
Education
Oregon State University
Bachelor's Degree, Liberal Arts and Communications
Crisis Response Network, Inc. September 2011 - August 2014
Crisis Response Network, Inc. July 2007 - August 2011
Centene Corporation April 2007 - June 2007
McKesson Health Solutions August 1998 - June 2006
FINOVA Capital Corporation November 1994 - April 1998
Bankers Trust October 1990 - December 1993
JPMorgan Chase November 1986 - October 1990
Skills
Leadership, Business Strategy, Business Operations, Budgets, Human Resources, Change Management, Team Leadership, Project Management, Program Development, Program Implementation, Program Management, Business Process..., Start-ups, Call Centers, Technology Solutions, Customer Service, Business Intelligence, Healthcare
Education
Oregon State University
Bachelor's Degree, Liberal Arts and Communications
Diana Sierra Diana Sierra's Bankers Trust Experience 1989 - 1993
Job Executive Assistant at Hilton Worldwide
Industry Hospitality
Experience
Hilton Worldwide February 2011 - Present
Cooley LLP March 2006 - February 2011
The Albright Group February 2002 - March 2006
Dun & Bradstreet Corporation 1993 - 2001
Bankers Trust 1989 - 1993
Merrill Lynch April 1979 - March 1990
Skills
Customer Service, Employee Relations, Microsoft Office, Social Media, Recruiting, Budgets, Marketing, Public Speaking, Marketing Communications, Team Building, Strategic Planning, Contract Negotiation, Management, Negotiation, Coaching, Leadership, Meeting Planning, Front Office, Hotels, Hospitality, Project Management, Event Planning, Event Management, Process Scheduler, Hospitality Industry, Hospitality Management, Training
Education
Pace University - Lubin School of Business 1979 — 1986
Bachelor of Business Administration (BBA), International Marketing and Management
Mary Help of Christians Academy 1973 — 1977
Hilton Worldwide February 2011 - Present
Cooley LLP March 2006 - February 2011
The Albright Group February 2002 - March 2006
Dun & Bradstreet Corporation 1993 - 2001
Bankers Trust 1989 - 1993
Merrill Lynch April 1979 - March 1990
Skills
Customer Service, Employee Relations, Microsoft Office, Social Media, Recruiting, Budgets, Marketing, Public Speaking, Marketing Communications, Team Building, Strategic Planning, Contract Negotiation, Management, Negotiation, Coaching, Leadership, Meeting Planning, Front Office, Hotels, Hospitality, Project Management, Event Planning, Event Management, Process Scheduler, Hospitality Industry, Hospitality Management, Training
Education
Pace University - Lubin School of Business 1979 — 1986
Bachelor of Business Administration (BBA), International Marketing and Management
Mary Help of Christians Academy 1973 — 1977
Brian Lerner Brian Lerner's Bankers Trust Experience January 1992 - August 1997
Job Executive Director at JPMorgan Chase & Co.
Industry Investment Banking
Experience
JPMorgan Chase & Co. August 2015 - Present
Credit Suisse April 2000 - August 2015
IQ Financial Systems May 1998 - April 2000
Paine Webber August 1997 - May 1998
Bankers Trust January 1992 - August 1997
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance and Information Systems
Penn State University 1986 — 1990
BS, Business Administration, Management
JPMorgan Chase & Co. August 2015 - Present
Credit Suisse April 2000 - August 2015
IQ Financial Systems May 1998 - April 2000
Paine Webber August 1997 - May 1998
Bankers Trust January 1992 - August 1997
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance and Information Systems
Penn State University 1986 — 1990
BS, Business Administration, Management
Frank P. Montalti Frank P. Montalti's Bankers Trust Experience September 1986 - June 1992
Job Vice President Bank of America
Industry Information Technology and Services
Experience
Bank of America April 2003 - Present
Bank of America (Fleet Securities) May 2000 - April 2003
Oppenheimer Capital October 1992 - May 2000
Shearson Lehman Brothers June 1992 - September 1992
Bankers Trust September 1986 - June 1992
Touche Ross & Company, New York August 1984 - September 1986
Skills
Finance, Project Portfolio..., Program Management, Business Analysis, IT Strategy, Business Process..., Change Management, Resource Management, IT Management, Portfolio Management, Networking, Leadership, MS Project, Financial Services, Service Delivery, Analysis, Project Planning, IT Infrastructure..., Management, Governance, Cross-functional Team..., Business Process, SharePoint, Team Management, Project Delivery, Disaster Recovery, Information Technology, Integration, Visio
Education
Pace University 1982 — 1986
BS, Computer Science
Bank of America April 2003 - Present
Bank of America (Fleet Securities) May 2000 - April 2003
Oppenheimer Capital October 1992 - May 2000
Shearson Lehman Brothers June 1992 - September 1992
Bankers Trust September 1986 - June 1992
Touche Ross & Company, New York August 1984 - September 1986
Skills
Finance, Project Portfolio..., Program Management, Business Analysis, IT Strategy, Business Process..., Change Management, Resource Management, IT Management, Portfolio Management, Networking, Leadership, MS Project, Financial Services, Service Delivery, Analysis, Project Planning, IT Infrastructure..., Management, Governance, Cross-functional Team..., Business Process, SharePoint, Team Management, Project Delivery, Disaster Recovery, Information Technology, Integration, Visio
Education
Pace University 1982 — 1986
BS, Computer Science
Kathleen Verlin Kathleen Verlin's Bankers Trust Experience 1996 - 1999
Job Compliance Officer at UBS
Industry Financial Services
Experience
UBS November 2014 - Present
UBS October 2010 - Present
FrontLine Compliance, LLC January 2010 - September 2010
Boston University School of Law 2010 - 2010
Broker-Dealer June 2008 - December 2009
Morgan Stanley March 2004 - June 2008
NISC TD Waterhouse 2000 - 2002
Bankers Trust 1996 - 1999
NYSE 1980 - 1996
Skills
AML, Internal Audit, Business, Securities, FINRA, SEC, Equities, Financial Services, Securities Regulation, Hedge Funds, Mutual Funds, Due Diligence, Capital Markets, Banking, Series 7
Education
Pace University - Lubin School of Business 1982 — 1986
MBA, Management
Paralegal Certificate & eDiscovery Cerificate
UBS November 2014 - Present
UBS October 2010 - Present
FrontLine Compliance, LLC January 2010 - September 2010
Boston University School of Law 2010 - 2010
Broker-Dealer June 2008 - December 2009
Morgan Stanley March 2004 - June 2008
NISC TD Waterhouse 2000 - 2002
Bankers Trust 1996 - 1999
NYSE 1980 - 1996
Skills
AML, Internal Audit, Business, Securities, FINRA, SEC, Equities, Financial Services, Securities Regulation, Hedge Funds, Mutual Funds, Due Diligence, Capital Markets, Banking, Series 7
Education
Pace University - Lubin School of Business 1982 — 1986
MBA, Management
Paralegal Certificate & eDiscovery Cerificate
Evan Guttman's Bankers Trust Experience December 1995 - May 1998
Job Chief Technologist / SEO and Online Marking Expert
Industry Retail
Experience
47thSt.com (part of The Natural Sapphire Company) January 2012 - August 2013
The Natural Sapphire Company June 2006 - August 2013
Practical Technology Solutions January 2004 - July 2006
Steelograph January 2002 - January 2004
Fimat USA (A division of Société Générale) 2001 - 2002
Wolverine Trading L.P 2000 - 2001
CIBC Oppenheimer May 1998 - October 1999
Bankers Trust December 1995 - May 1998
Skills
Disaster Recovery, Business Analysis, Strategic Planning, Hardware, XP, Budgets, Customer Service, Microsoft Exchange, Microsoft Excel, Trading, Servers, Product Development, TCP/IP, Project Planning, E-commerce, Databases, Software Installation, Wireless, IT Strategy, Networking, Help Desk Support, SEO, E-commerce SEO, Search Engine Ranking, Search Engine Submission, Google Adwords, Google Analytics, IT Management, IT Operations, Windows Server, Windows System..., Windows Desktop..., Windows & Mac operating..., Google Webmaster Tools, Google Docs, Website Promotion, Google Website Optimizer, Website Monetization, E-commerce Optimization, E-commerce Consulting, Global E-commerce, Management, Social Media
Education
Queens College 2003 — 2005
English Language and Literature, General
Queens College 1993 — 1995
47thSt.com (part of The Natural Sapphire Company) January 2012 - August 2013
The Natural Sapphire Company June 2006 - August 2013
Practical Technology Solutions January 2004 - July 2006
Steelograph January 2002 - January 2004
Fimat USA (A division of Société Générale) 2001 - 2002
Wolverine Trading L.P 2000 - 2001
CIBC Oppenheimer May 1998 - October 1999
Bankers Trust December 1995 - May 1998
Skills
Disaster Recovery, Business Analysis, Strategic Planning, Hardware, XP, Budgets, Customer Service, Microsoft Exchange, Microsoft Excel, Trading, Servers, Product Development, TCP/IP, Project Planning, E-commerce, Databases, Software Installation, Wireless, IT Strategy, Networking, Help Desk Support, SEO, E-commerce SEO, Search Engine Ranking, Search Engine Submission, Google Adwords, Google Analytics, IT Management, IT Operations, Windows Server, Windows System..., Windows Desktop..., Windows & Mac operating..., Google Webmaster Tools, Google Docs, Website Promotion, Google Website Optimizer, Website Monetization, E-commerce Optimization, E-commerce Consulting, Global E-commerce, Management, Social Media
Education
Queens College 2003 — 2005
English Language and Literature, General
Queens College 1993 — 1995
Ed Brondo Ed Brondo's Bankers Trust Experience 1990 - 1993
Job
Industry Financial Services
Experience
Elligent Consulting 1996 - 1999
First Albany Companies 1993 - 1996
Bankers Trust 1990 - 1993
The Comtex Group 1989 - 1990
Goldman Sachs 1976 - 1989
GA Saxton 1975 - 1976
Morgan Stanley 1972 - 1975
Arthur Young 1968 - 1972
Skills
Financial Services..., Securities Trading, Equities (US and..., Equity Options, Fixed Income, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Photoshop, HTML, Website Optimization, Website Design, Research, Teaching
Education
Pace University 1965 — 1969
Bachelor of Business Administration (BBA), Accountancy
Elligent Consulting 1996 - 1999
First Albany Companies 1993 - 1996
Bankers Trust 1990 - 1993
The Comtex Group 1989 - 1990
Goldman Sachs 1976 - 1989
GA Saxton 1975 - 1976
Morgan Stanley 1972 - 1975
Arthur Young 1968 - 1972
Skills
Financial Services..., Securities Trading, Equities (US and..., Equity Options, Fixed Income, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Photoshop, HTML, Website Optimization, Website Design, Research, Teaching
Education
Pace University 1965 — 1969
Bachelor of Business Administration (BBA), Accountancy
Diana Martinez-Muir Diana Martinez-Muir's Bankers Trust Experience January 1990 - January 1994
Job Manager, Sales and Reservations at Ultimate Jet Vacations
Industry Hospitality
Experience
Ultimate Jet Vacations February 2010 - Present
Bahia Principe Clubs and Resorts October 2008 - November 2009
Bahia Principe Clubs and Resorts January 2008 - September 2008
GOGO Worldwide Vacations January 2003 - October 2007
GOGO Worldwide Vacations September 2001 - January 2003
Liberty Travel November 1996 - September 2001
Goldman Sachs January 1994 - May 1996
Bankers Trust January 1990 - January 1994
Len Grayson Associates - Executive Recruiters March 1986 - December 1989
Skills
Sales, Hotels, Negotiation, Budgets, Marketing, Trade Shows, Management, Leadership, Training, Retail, Hospitality, Tourism, Hospitality Management, Sales Management, Resorts, Vacation, Tour Operators, Microsoft Word, Hospitality Industry, Hotel Management, Airlines, Spanish, Leisure, Travel Management, Travel Planning, Yield Management, Contract Negotiation, Customer Satisfaction, Business Development, Human Resources, Team Building, Leisure Travel
Education
Franklin
Pace University
BUSINESS ADMINISTRATION
Ultimate Jet Vacations February 2010 - Present
Bahia Principe Clubs and Resorts October 2008 - November 2009
Bahia Principe Clubs and Resorts January 2008 - September 2008
GOGO Worldwide Vacations January 2003 - October 2007
GOGO Worldwide Vacations September 2001 - January 2003
Liberty Travel November 1996 - September 2001
Goldman Sachs January 1994 - May 1996
Bankers Trust January 1990 - January 1994
Len Grayson Associates - Executive Recruiters March 1986 - December 1989
Skills
Sales, Hotels, Negotiation, Budgets, Marketing, Trade Shows, Management, Leadership, Training, Retail, Hospitality, Tourism, Hospitality Management, Sales Management, Resorts, Vacation, Tour Operators, Microsoft Word, Hospitality Industry, Hotel Management, Airlines, Spanish, Leisure, Travel Management, Travel Planning, Yield Management, Contract Negotiation, Customer Satisfaction, Business Development, Human Resources, Team Building, Leisure Travel
Education
Franklin
Pace University
BUSINESS ADMINISTRATION
Lucille (Pluchino) Manfredi Lucille (Pluchino) Manfredi's Bankers Trust Experience 1996 - 1999
Job Out of work right now
Industry Information Technology and Services
Experience
Out of work right now December 2010 - Present
Sumitomo Trust and Banking USA 2008 - May 2011
CheckFree 2006 - 2008
AIG 2002 - 2005
Deutsche Bank 1999 - 2002
Bankers Trust 1996 - 1999
Skills
Financial Services, Risk Management, Project Portfolio..., Project Management, Change Management, Business Requirements, Governance, Portfolio Management, Management Consulting, Analytics, Management, Equities
Education
Pace University 1980 — 1983
MBA, Management Information Systems
Wagner College 1978 — 1980
BS, Economics
Saint Joseph's College 1975 — 1978
BS, Economis
Out of work right now December 2010 - Present
Sumitomo Trust and Banking USA 2008 - May 2011
CheckFree 2006 - 2008
AIG 2002 - 2005
Deutsche Bank 1999 - 2002
Bankers Trust 1996 - 1999
Skills
Financial Services, Risk Management, Project Portfolio..., Project Management, Change Management, Business Requirements, Governance, Portfolio Management, Management Consulting, Analytics, Management, Equities
Education
Pace University 1980 — 1983
MBA, Management Information Systems
Wagner College 1978 — 1980
BS, Economics
Saint Joseph's College 1975 — 1978
BS, Economis
Rosa Mock Rosa Mock's Bankers Trust Experience 1978 - 1979
Job Accounting Supervisor at St Bart's and Consultant Voice Charter School
Industry Accounting
Experience
St.Bartholomew's Episcopal Church (Manhattan) August 2008 - May 2015
Voice Charter School February 2009 - February 2012
GVA Williams November 2006 - October 2007
Sentinel Real Estate August 2004 - April 2006
Bankers Trust 1978 - 1979
Skills
Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Skills: •Proficient in..., Accounting, Management, Finance, Financial Statements, Auditing, Account Reconciliation
Education
Queens College 1980 — 1982
Bachelor's degree, Accounting and Economics
Universidad de Panama 1978 — 1979
Bachiller en Comercio, Business Administration and Management, General
Universidad Santa Maria de Panama 1978 — 1978
Banking, Banking and Financial Support Services
St.Bartholomew's Episcopal Church (Manhattan) August 2008 - May 2015
Voice Charter School February 2009 - February 2012
GVA Williams November 2006 - October 2007
Sentinel Real Estate August 2004 - April 2006
Bankers Trust 1978 - 1979
Skills
Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Skills: •Proficient in..., Accounting, Management, Finance, Financial Statements, Auditing, Account Reconciliation
Education
Queens College 1980 — 1982
Bachelor's degree, Accounting and Economics
Universidad de Panama 1978 — 1979
Bachiller en Comercio, Business Administration and Management, General
Universidad Santa Maria de Panama 1978 — 1978
Banking, Banking and Financial Support Services
William Norman William Norman's Bankers Trust Experience 1998 - 2001
Job National Initiatives Director at McGladrey
Industry Financial Services
Experience
McGladrey November 2014 - Present
Ness Technologies February 2013 - October 2014
UST Global June 2010 - February 2013
KPMG September 2006 - June 2010
OppenheimerFunds, Inc July 2001 - September 2006
NexusGroup August 1996 - July 2001
SilverStream 1999 - 2001
Bankers Trust 1998 - 2001
Deutsche Bank 1998 - 2001
Pepsi-Cola International June 1989 - August 1996
Skills
IT Strategy, Outsourcing, Program Management, Enterprise Software, Software Development, Process Improvement, Offshoring, Business Development, SDLC, Agile Methodologies, Management Consulting, Business Analysis, Enterprise Architecture, Leadership, Vendor Management, Business Transformation, ITIL, Scrum, Knowledge Management, Enterprise Risk..., IT Transformation, Global Sourcing, Cloud Computing, CIO Advisory Services, Project Portfolio..., Solution Architecture, Financial Services, Global Delivery, Customer Retention, Team Building, Global Account..., Product Development, Product Management, P&L Management, Pipeline Management, Pipeline Development, Vendor Relationship..., Innovation Management, Sales Management, Business Strategy
Education
Pace University 1987 — 1991
BBA, International Marketing
McGladrey November 2014 - Present
Ness Technologies February 2013 - October 2014
UST Global June 2010 - February 2013
KPMG September 2006 - June 2010
OppenheimerFunds, Inc July 2001 - September 2006
NexusGroup August 1996 - July 2001
SilverStream 1999 - 2001
Bankers Trust 1998 - 2001
Deutsche Bank 1998 - 2001
Pepsi-Cola International June 1989 - August 1996
Skills
IT Strategy, Outsourcing, Program Management, Enterprise Software, Software Development, Process Improvement, Offshoring, Business Development, SDLC, Agile Methodologies, Management Consulting, Business Analysis, Enterprise Architecture, Leadership, Vendor Management, Business Transformation, ITIL, Scrum, Knowledge Management, Enterprise Risk..., IT Transformation, Global Sourcing, Cloud Computing, CIO Advisory Services, Project Portfolio..., Solution Architecture, Financial Services, Global Delivery, Customer Retention, Team Building, Global Account..., Product Development, Product Management, P&L Management, Pipeline Management, Pipeline Development, Vendor Relationship..., Innovation Management, Sales Management, Business Strategy
Education
Pace University 1987 — 1991
BBA, International Marketing
Caryn Noble Caryn Noble's Bankers Trust Experience October 1991 - October 1994
Job Vice President, Benefits at TMNA Services, LLC
Industry Insurance
Experience
Tokio Marine Group, TMNA Services, LLC. January 2012 - Present
Tokio Marine Group, TMM Inc. October 2003 - December 2011
Black Mountain Management January 2001 - October 2003
Ducks Unlimited June 1999 - January 2001
Schlumberger Ltd 1994 - 1999
Time Warner Inc. October 1994 - June 1997
Bankers Trust October 1991 - October 1994
Skills
Budget development, HRIS System..., Loyalty Programs, Wellness, HRIS, Employee Benefits, Benefits, Compensation, Deferred Compensation, Insurance, Mergers & Acquisitions, Talent Management, Leadership, Employee Relations, Vendor Management, Payroll, Onboarding
Education
State University of New York College at Oswego 1986 — 1989
B.A., Sociology / Psychology
Rochester Institute of Technology
Rochester Institute of Technology
Tokio Marine Group, TMNA Services, LLC. January 2012 - Present
Tokio Marine Group, TMM Inc. October 2003 - December 2011
Black Mountain Management January 2001 - October 2003
Ducks Unlimited June 1999 - January 2001
Schlumberger Ltd 1994 - 1999
Time Warner Inc. October 1994 - June 1997
Bankers Trust October 1991 - October 1994
Skills
Budget development, HRIS System..., Loyalty Programs, Wellness, HRIS, Employee Benefits, Benefits, Compensation, Deferred Compensation, Insurance, Mergers & Acquisitions, Talent Management, Leadership, Employee Relations, Vendor Management, Payroll, Onboarding
Education
State University of New York College at Oswego 1986 — 1989
B.A., Sociology / Psychology
Rochester Institute of Technology
Rochester Institute of Technology
Alan L. Boyce Alan L. Boyce's Bankers Trust Experience August 1986 - June 1999
Job Director at Adecoagro
Industry Farming
Experience
PIMCO 2014 - Present
Materra January 2011 - Present
Westlands Solar Farms Holdings June 2009 - Present
Absalon Project August 2008 - Present
Adecoagro September 2002 - Present
PIMCO 2014 - 2014
Countrywide Financial March 2007 - July 2008
Soros Fund Management August 1999 - March 2007
Bankers Trust August 1986 - June 1999
Federal Reserve Board August 1982 - July 1984
Skills
Strategic Planning, Research, Negotiation, PowerPoint, Microsoft Office, Banking, Risk Management, Management, Change Management, Investments, Portfolio Management, Credit, Derivatives, Business Strategy, Asset Management, Microsoft Excel, Corporate Finance, Financial Modeling, Business Analysis
Education
Stanford University Graduate School of Business 1984 — 1986
Master of Business Administration (MBA), Finance, General
Pomona College 1978 — 1982
BA, Economics, Magna Cum Laude, Morris B. Pendleton Economics Award
PIMCO 2014 - Present
Materra January 2011 - Present
Westlands Solar Farms Holdings June 2009 - Present
Absalon Project August 2008 - Present
Adecoagro September 2002 - Present
PIMCO 2014 - 2014
Countrywide Financial March 2007 - July 2008
Soros Fund Management August 1999 - March 2007
Bankers Trust August 1986 - June 1999
Federal Reserve Board August 1982 - July 1984
Skills
Strategic Planning, Research, Negotiation, PowerPoint, Microsoft Office, Banking, Risk Management, Management, Change Management, Investments, Portfolio Management, Credit, Derivatives, Business Strategy, Asset Management, Microsoft Excel, Corporate Finance, Financial Modeling, Business Analysis
Education
Stanford University Graduate School of Business 1984 — 1986
Master of Business Administration (MBA), Finance, General
Pomona College 1978 — 1982
BA, Economics, Magna Cum Laude, Morris B. Pendleton Economics Award
Kenneth W. Baumann Kenneth W. Baumann's Bankers Trust Experience 1996 - 1998
Job Institutional Financial Services Relationship Manager & Business Development Executive
Industry Financial Services
Experience
The College of New Jersey School of Business Alumni Chaper September 2010 - Present
Amalgamated Bank 2010 - 2012
The Bank of New York Mellon December 2000 - January 2009
The Chase Manhattan Bank 1998 - 2000
Bankers Trust 1996 - 1998
The Northern Trust Company 1994 - 1996
Citicorp 1984 - 1994
Skills
Mutual Funds, Equities, Portfolio Management, Financial Services, Securities, Asset Managment, Fixed Income, Relationship Management, Banking, Investments, Leadership, Cash Management, Management, New Business Development, Employee Benefits, Sales, Sales Management, Asset Management, Competitive Analysis, Training, Market Research, Strategic Planning, Risk Management, Finance, Business Development, Investment Management, Accounting, Strategy, CRM, Pensions, Strategic Financial..., Business Strategy, Marketing
Education
Pace University 1982 — 1984
M.B.A., Marketing
The College of New Jersey 1978 — 1982
B.S., Marketing
River Dell Regional High School
The College of New Jersey School of Business Alumni Chaper September 2010 - Present
Amalgamated Bank 2010 - 2012
The Bank of New York Mellon December 2000 - January 2009
The Chase Manhattan Bank 1998 - 2000
Bankers Trust 1996 - 1998
The Northern Trust Company 1994 - 1996
Citicorp 1984 - 1994
Skills
Mutual Funds, Equities, Portfolio Management, Financial Services, Securities, Asset Managment, Fixed Income, Relationship Management, Banking, Investments, Leadership, Cash Management, Management, New Business Development, Employee Benefits, Sales, Sales Management, Asset Management, Competitive Analysis, Training, Market Research, Strategic Planning, Risk Management, Finance, Business Development, Investment Management, Accounting, Strategy, CRM, Pensions, Strategic Financial..., Business Strategy, Marketing
Education
Pace University 1982 — 1984
M.B.A., Marketing
The College of New Jersey 1978 — 1982
B.S., Marketing
River Dell Regional High School
Alice De Lancey, SPHR,SHRM-SCP Alice De Lancey, SPHR,SHRM-SCP's Bankers Trust Experience 1994 - 1998
Job CHRO leading my team to attract and retain outstanding attorneys and legal administrative professionals
Industry Law Practice
Experience
Lowenstein Sandler LLP September 2007 - Present
Ernst & Young September 1998 - September 2007
Bankers Trust 1994 - 1998
Lehman Brothers 1988 - 1994
Skills
Strategic Planning, Change Management, Cross-functional Team..., Talent Management, Employee Relations, Employee Benefits, Recruiting, Compensation & Benefit, Diversity & Inclusion, Global Compensation, Performance Management, Career Development..., Training, Internal Communications, Business Development, Leadership, HRIS, Personnel Management, Human Resources, Deferred Compensation, Talent Acquisition, Executive Coaching, Succession Planning, Employment Law, Organizational..., HR Policies, Labor Relations, Legal Compliance, Mergers & Acquisitions, Coaching, Onboarding, Executive Pay, Employment Contracts, Employment..., Management, Organizational..., Workforce Planning, Strategy, Program Management, Employee Engagement, Restructuring, Career Development, Organizational Design, Career Counseling, College Recruiting, Mediation, Interviews, Applicant Tracking..., HR Transformation, Benefits Administration
Education
Rider University
BA, Business, Spanish
Universidad Complutense de Madrid
Diploma, Spanish
Lowenstein Sandler LLP September 2007 - Present
Ernst & Young September 1998 - September 2007
Bankers Trust 1994 - 1998
Lehman Brothers 1988 - 1994
Skills
Strategic Planning, Change Management, Cross-functional Team..., Talent Management, Employee Relations, Employee Benefits, Recruiting, Compensation & Benefit, Diversity & Inclusion, Global Compensation, Performance Management, Career Development..., Training, Internal Communications, Business Development, Leadership, HRIS, Personnel Management, Human Resources, Deferred Compensation, Talent Acquisition, Executive Coaching, Succession Planning, Employment Law, Organizational..., HR Policies, Labor Relations, Legal Compliance, Mergers & Acquisitions, Coaching, Onboarding, Executive Pay, Employment Contracts, Employment..., Management, Organizational..., Workforce Planning, Strategy, Program Management, Employee Engagement, Restructuring, Career Development, Organizational Design, Career Counseling, College Recruiting, Mediation, Interviews, Applicant Tracking..., HR Transformation, Benefits Administration
Education
Rider University
BA, Business, Spanish
Universidad Complutense de Madrid
Diploma, Spanish
Nat Giventer Nat Giventer's Bankers Trust Experience 1985 - 1993
Job PMP, CISSP, Manager of Information Security at Canon USA
Industry Information Technology and Services
Experience
Canon USA 2003 - Present
Canon U.S.A. 2003 - Present
AIG 2000 - 2001
JP Morgan Chase 1999 - 2000
JPMorganChase 1999 - 2000
Chase Manhattan 1996 - 1999
Chemical Bank 1994 - 1996
Bankers Trust 1985 - 1993
Skills
CISSP, PMP, Information Security..., IT Risk, PCI DSS, Information Security..., Information Security, Information Technology, ITIL, Enterprise Architecture, Network Security, Disaster Recovery, Integration, Vendor Management, Security, VPN, Solution Architecture, IT Strategy, Business Continuity, Linux, Servers, Active Directory, Cisco Technologies, Data Center, Virtualization, Cloud Computing, Windows Server
Education
Queens College 1971 — 1983
BA, Computer Science
Canon USA 2003 - Present
Canon U.S.A. 2003 - Present
AIG 2000 - 2001
JP Morgan Chase 1999 - 2000
JPMorganChase 1999 - 2000
Chase Manhattan 1996 - 1999
Chemical Bank 1994 - 1996
Bankers Trust 1985 - 1993
Skills
CISSP, PMP, Information Security..., IT Risk, PCI DSS, Information Security..., Information Security, Information Technology, ITIL, Enterprise Architecture, Network Security, Disaster Recovery, Integration, Vendor Management, Security, VPN, Solution Architecture, IT Strategy, Business Continuity, Linux, Servers, Active Directory, Cisco Technologies, Data Center, Virtualization, Cloud Computing, Windows Server
Education
Queens College 1971 — 1983
BA, Computer Science
Diane Berman Diane Berman's Bankers Trust Experience 1969 - 1984
Job Associate Broker at Houlihan Lawrence
Industry Real Estate
Experience
Houlihan Lawrence 1994 - Present
The Chase Manhattan Bank 1984 - 1993
Bankers Trust 1969 - 1984
Skills
Real Estate, Listings, Selling, Negotiation, Relocation, First Time Home Buyers, Sellers, Condos, Investment Properties, ABR, Single Family Homes, Buyer Representation, Referrals, Buyers, Townhomes, Seller Representation, Sales, Residential Homes
Education
George Washington High School 1960 — 1963
State University of New York College at Purchase
BA
Houlihan Lawrence 1994 - Present
The Chase Manhattan Bank 1984 - 1993
Bankers Trust 1969 - 1984
Skills
Real Estate, Listings, Selling, Negotiation, Relocation, First Time Home Buyers, Sellers, Condos, Investment Properties, ABR, Single Family Homes, Buyer Representation, Referrals, Buyers, Townhomes, Seller Representation, Sales, Residential Homes
Education
George Washington High School 1960 — 1963
State University of New York College at Purchase
BA
Aureo Capiral Aureo Capiral's Bankers Trust Experience 1994 - 1997
Job President, TechnoSphere, Inc.
Industry Information Technology and Services
Experience
TechnoSphere, Inc. July 1994 - Present
JP Morgan Chase 1997 - 1998
Bankers Trust 1994 - 1997
MTV Networks 1992 - 1993
Credit Suisse 1988 - 1991
Skills
Information Technology, Consulting, Integration, Recruiting, SDLC, Technical Recruiting, Talent Acquisition, Vendor Management, Sourcing, Internet Recruiting, Executive Search, Screening Resumes, Financial Services, Business Analysis, Applicant Tracking..., Training, BPO, CRM, Entrepreneurship, Staff Augmentation, Screening, Account Management, Permanent Placement, Program Management, Resource Management, Banking, Temporary Placement, Staffing Services, Contract Recruitment, Start-ups, Outsourcing, Human Resources, Business Intelligence, Strategy, Performance Management, Employee Relations, Benefits Negotiation, Talent Management, Interviews, Leadership, Onboarding, Temporary Staffing, Business Process..., Recruitment Advertising, Employee Engagement, Management, Coaching, Business Development, Personnel Management, Business Process...
Education
Pace University 1992 — 1993
MS, Computer Science
University of the Philippines 1976 — 1980
BS, Statistics
TechnoSphere, Inc. July 1994 - Present
JP Morgan Chase 1997 - 1998
Bankers Trust 1994 - 1997
MTV Networks 1992 - 1993
Credit Suisse 1988 - 1991
Skills
Information Technology, Consulting, Integration, Recruiting, SDLC, Technical Recruiting, Talent Acquisition, Vendor Management, Sourcing, Internet Recruiting, Executive Search, Screening Resumes, Financial Services, Business Analysis, Applicant Tracking..., Training, BPO, CRM, Entrepreneurship, Staff Augmentation, Screening, Account Management, Permanent Placement, Program Management, Resource Management, Banking, Temporary Placement, Staffing Services, Contract Recruitment, Start-ups, Outsourcing, Human Resources, Business Intelligence, Strategy, Performance Management, Employee Relations, Benefits Negotiation, Talent Management, Interviews, Leadership, Onboarding, Temporary Staffing, Business Process..., Recruitment Advertising, Employee Engagement, Management, Coaching, Business Development, Personnel Management, Business Process...
Education
Pace University 1992 — 1993
MS, Computer Science
University of the Philippines 1976 — 1980
BS, Statistics
Phil Allison Phil Allison's Bankers Trust Experience March 1987 - September 1989
Job Manager of Mainfame Architecture, Network and Storage at Black Knight Financial Services
Industry Information Technology and Services
Experience
Black Knight Financial Services August 2012 - Present
Lender Processing Services July 2008 - September 2012
FNIS September 1989 - June 2008
Alltel Information Services September 1990 - January 2004
Systematics September 1989 - December 1989
Bankers Trust March 1987 - September 1989
JP Morgan August 1981 - September 1987
Skills
SDLC, Disaster Recovery, Mainframe, IT Management, IT Strategy, Solution Architecture, Performance Tuning, IBM Mainframe, Virtualization, Troubleshooting, System Architecture, High Availability, Network Security, MVS, Linux, Enterprise Architecture, Integration, Security, Data Center, Business Analysis, Visio, Outsourcing, Business Continuity, Storage, Enterprise Storage, z/OS, zSeries, z/VM, zLinux, Mainframe Architecture, SYSPLEX, Replication, Replication Technologies, Servers, Cloud Computing, IBM Utilities, Architecture, SMP/E, Requirements Analysis, Operating Systems, Enterprise Software, OS/390, ITIL, Vendor Management, Information Technology, IT Operations, Management, System Deployment, Architectures, Networking
Education
Pace University - Lubin School of Business 1981 — 1984
Black Knight Financial Services August 2012 - Present
Lender Processing Services July 2008 - September 2012
FNIS September 1989 - June 2008
Alltel Information Services September 1990 - January 2004
Systematics September 1989 - December 1989
Bankers Trust March 1987 - September 1989
JP Morgan August 1981 - September 1987
Skills
SDLC, Disaster Recovery, Mainframe, IT Management, IT Strategy, Solution Architecture, Performance Tuning, IBM Mainframe, Virtualization, Troubleshooting, System Architecture, High Availability, Network Security, MVS, Linux, Enterprise Architecture, Integration, Security, Data Center, Business Analysis, Visio, Outsourcing, Business Continuity, Storage, Enterprise Storage, z/OS, zSeries, z/VM, zLinux, Mainframe Architecture, SYSPLEX, Replication, Replication Technologies, Servers, Cloud Computing, IBM Utilities, Architecture, SMP/E, Requirements Analysis, Operating Systems, Enterprise Software, OS/390, ITIL, Vendor Management, Information Technology, IT Operations, Management, System Deployment, Architectures, Networking
Education
Pace University - Lubin School of Business 1981 — 1984
Kashi Subramanya's Bankers Trust Experience October 1993 - October 1997
Job Executive Director at J.P. Morgan
Industry Information Technology and Services
Experience
J.P. Morgan July 2014 - Present
UBS Investment Bank March 2014 - June 2014
UBS Investment Bank February 2006 - February 2014
Goldman Sachs November 1997 - January 2006
Bankers Trust October 1993 - October 1997
Value Software Technologies 1992 - 1993
Skills
Prime Brokerage, Trading Systems, Investment Banking, Sybase, Derivatives, Fixed Income, Equity Derivatives, Credit Derivatives, Market Data, SDLC, IT Strategy
Education
Queens College 1995 — 1997
Masters, Computer Science
Bapuji Institute of Engineering & Technology, Mysore University, India
Bachelor of Engg & Computer Sc, Computer Science & Engineering
National College, Bangalore, India
Pre-University
Sri Ramakrishna Vidyashala, Mysore, India
Highschool
J.P. Morgan July 2014 - Present
UBS Investment Bank March 2014 - June 2014
UBS Investment Bank February 2006 - February 2014
Goldman Sachs November 1997 - January 2006
Bankers Trust October 1993 - October 1997
Value Software Technologies 1992 - 1993
Skills
Prime Brokerage, Trading Systems, Investment Banking, Sybase, Derivatives, Fixed Income, Equity Derivatives, Credit Derivatives, Market Data, SDLC, IT Strategy
Education
Queens College 1995 — 1997
Masters, Computer Science
Bapuji Institute of Engineering & Technology, Mysore University, India
Bachelor of Engg & Computer Sc, Computer Science & Engineering
National College, Bangalore, India
Pre-University
Sri Ramakrishna Vidyashala, Mysore, India
Highschool
Dr. Michele Spain's Bankers Trust Experience January 1997 - January 1999
Job Sr. Engineering Project Manager at The Boeing Company
Industry Management Consulting
Experience
Consulting/Business Plans June 2000 - Present
The Boeing Company June 1987 - Present
Bankers Trust January 1997 - January 1999
Skills
Project Management, Aerospace, Earned Value Management, Change Management, Systems Engineering, Proposal Writing, Engineering Management, Strategic Planning, Engineering, Program Management, Business Development, Requirements Management, Six Sigma, Integration, Process Improvement, Cross-functional Team..., MS Project, Avionics, Process Engineering, Quality Assurance, DoD, Space Systems, System Design, Value Stream Mapping, Continuous Improvement, Testing, Defense, Aircraft, Lean Manufacturing, Root Cause Analysis, Quality Management, Manufacturing, Manufacturing..., Configuration Management, Security Clearance, Military, Leadership, Composites, System Architecture, Kaizen, Business Process..., Strategy, Simulations, Satellite, Aviation, Process Simulation
Education
Pepperdine University 2004 — 2014
Doctor of Philosophy (Ph.D.), Organizational Leadership Ed.D.
University of Southern California - Marshall School of Business 1996 — 2000
Master of Business Administration (M.B.A.), Business Management / Consulting
University of La Verne 1991 — 1994
Bachelor's Degree, Business Administration and Management, General
Consulting/Business Plans June 2000 - Present
The Boeing Company June 1987 - Present
Bankers Trust January 1997 - January 1999
Skills
Project Management, Aerospace, Earned Value Management, Change Management, Systems Engineering, Proposal Writing, Engineering Management, Strategic Planning, Engineering, Program Management, Business Development, Requirements Management, Six Sigma, Integration, Process Improvement, Cross-functional Team..., MS Project, Avionics, Process Engineering, Quality Assurance, DoD, Space Systems, System Design, Value Stream Mapping, Continuous Improvement, Testing, Defense, Aircraft, Lean Manufacturing, Root Cause Analysis, Quality Management, Manufacturing, Manufacturing..., Configuration Management, Security Clearance, Military, Leadership, Composites, System Architecture, Kaizen, Business Process..., Strategy, Simulations, Satellite, Aviation, Process Simulation
Education
Pepperdine University 2004 — 2014
Doctor of Philosophy (Ph.D.), Organizational Leadership Ed.D.
University of Southern California - Marshall School of Business 1996 — 2000
Master of Business Administration (M.B.A.), Business Management / Consulting
University of La Verne 1991 — 1994
Bachelor's Degree, Business Administration and Management, General
Neil Berkowitz Neil Berkowitz's Bankers Trust Experience 1986 - 1999
Job Senior Technical Architect at U.S. Bank
Industry Investment Banking
Experience
U.S. Bank November 2013 - Present
Credit Suisse First Boston 1999 - November 2013
CSFB 1999 - November 2013
Credit Suisse, New York 1999 - November 2013
Credit Suisse Group 1999 - November 2013
Credit Suisse 1999 - November 2013
Bankers Trust 1986 - 1999
Bankers Trust (now Deutschebank) 1986 - 1999
Deutsche Bank / Bankers Trust (New York) 1986 - 1999
Lehman Brothers 1981 - 1984
Skills
Investment Banking, Prime Brokerage, Middle Office, Trading Systems, Fixed Income, Equities, Derivatives, Investment Management, Credit Derivatives, Project Portfolio..., Capital Markets
Education
Queens College 1974 — 1978
U.S. Bank November 2013 - Present
Credit Suisse First Boston 1999 - November 2013
CSFB 1999 - November 2013
Credit Suisse, New York 1999 - November 2013
Credit Suisse Group 1999 - November 2013
Credit Suisse 1999 - November 2013
Bankers Trust 1986 - 1999
Bankers Trust (now Deutschebank) 1986 - 1999
Deutsche Bank / Bankers Trust (New York) 1986 - 1999
Lehman Brothers 1981 - 1984
Skills
Investment Banking, Prime Brokerage, Middle Office, Trading Systems, Fixed Income, Equities, Derivatives, Investment Management, Credit Derivatives, Project Portfolio..., Capital Markets
Education
Queens College 1974 — 1978
Janet Kim Janet Kim's Bankers Trust Experience 1990 - 1992
Job Managing Director, BNP Paribas
Industry Investment Banking
Experience
BNP Paribas January 2011 - Present
BNP Paribas April 2009 - January 2011
BNP Paribas August 2007 - April 2009
BNP Paribas September 2000 - August 2007
Citibank 1997 - 1999
Bear Stearns 1996 - 1997
Deutsche Bank 1993 - 1996
Bankers Trust 1990 - 1992
Skills
Structured Finance, Capital Markets, Derivatives, Equity Derivatives, Equities, Fixed Income, Financial Structuring, Emerging Markets, Interest Rate..., Credit Derivatives, Structured Products, Corporate Finance, Investment Banking, Hedge Funds, Options, Financial Modeling, Equity Capital Markets, Trading, Strategy, Bonds, Financial Markets, FX Options, Alternative Investments, Hedging, Bloomberg, Prime Brokerage, Swaps, Market Risk, Securitization, Commodity, Proprietary Trading, Securities, Management, Financial Analysis, Banking
Education
Northwestern University - Kellogg School of Management 1988 — 1990
Finance
Washington University in St. Louis 1982 — 1986
BA, Biology
Phillips Exeter Academy 1980 — 1982
Prep
BNP Paribas January 2011 - Present
BNP Paribas April 2009 - January 2011
BNP Paribas August 2007 - April 2009
BNP Paribas September 2000 - August 2007
Citibank 1997 - 1999
Bear Stearns 1996 - 1997
Deutsche Bank 1993 - 1996
Bankers Trust 1990 - 1992
Skills
Structured Finance, Capital Markets, Derivatives, Equity Derivatives, Equities, Fixed Income, Financial Structuring, Emerging Markets, Interest Rate..., Credit Derivatives, Structured Products, Corporate Finance, Investment Banking, Hedge Funds, Options, Financial Modeling, Equity Capital Markets, Trading, Strategy, Bonds, Financial Markets, FX Options, Alternative Investments, Hedging, Bloomberg, Prime Brokerage, Swaps, Market Risk, Securitization, Commodity, Proprietary Trading, Securities, Management, Financial Analysis, Banking
Education
Northwestern University - Kellogg School of Management 1988 — 1990
Finance
Washington University in St. Louis 1982 — 1986
BA, Biology
Phillips Exeter Academy 1980 — 1982
Prep
Peter Carril Peter Carril's Bankers Trust Experience 1995 - 1998
Job Founding Partner at Patton Hall, LLC
Industry Financial Services
Experience
Patton Hall, LLC January 2013 - Present
Susquehanna International Group November 2010 - January 2013
Gleacher Partners November 2009 - November 2010
Lehman Brothers 2004 - 2009
Palatine Hill Partners, LLC February 2006 - November 2007
Nexstar Capital Partners LLC September 2004 - February 2007
Dresdner Kleinwort February 2002 - September 2004
BNP Paribas 1998 - 2001
Bankers Trust 1995 - 1998
Security Pacific Bank 1981 - 1987
Skills
Fixed Income, Hedge Funds, Emerging Markets, High Yield, Capital Markets, Trading, Private Equity, Investment Banking, Equities, Alternative Investments, Structured Products, Derivatives, Bloomberg, Credit Derivatives, Bonds, Portfolio Management, Financial Markets, Special Situations, Investments, Trading Strategies
Education
Princeton University 1977 — 1981
BA, Economics
Patton Hall, LLC January 2013 - Present
Susquehanna International Group November 2010 - January 2013
Gleacher Partners November 2009 - November 2010
Lehman Brothers 2004 - 2009
Palatine Hill Partners, LLC February 2006 - November 2007
Nexstar Capital Partners LLC September 2004 - February 2007
Dresdner Kleinwort February 2002 - September 2004
BNP Paribas 1998 - 2001
Bankers Trust 1995 - 1998
Security Pacific Bank 1981 - 1987
Skills
Fixed Income, Hedge Funds, Emerging Markets, High Yield, Capital Markets, Trading, Private Equity, Investment Banking, Equities, Alternative Investments, Structured Products, Derivatives, Bloomberg, Credit Derivatives, Bonds, Portfolio Management, Financial Markets, Special Situations, Investments, Trading Strategies
Education
Princeton University 1977 — 1981
BA, Economics
Matt Carrere Matt Carrere's Bankers Trust Experience 1989 - 1994
Job Global Sector Head Technology, Media & Telecom at HSBC
Industry Banking
Experience
HSBC January 2015 - Present
Citi July 2010 - January 2015
JPMorgan Chase May 1994 - July 2010
Bankers Trust 1989 - 1994
ROLM Mil-Spec 1984 - 1986
Skills
Banking, Treasury Services, Credit Cards, Payments, Credit Risk, Commercial Banking, Financial Modeling, Financial Services, Relationship Management, Treasury, Credit, Management, FX Options, Capital Markets, Treasury Management, Sales, Cash Management, Sales Management, Investment Banking, Fixed Income, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Marketing
University of California, Berkeley 1980 — 1984
Bachelor's degree, Finance, General
HSBC January 2015 - Present
Citi July 2010 - January 2015
JPMorgan Chase May 1994 - July 2010
Bankers Trust 1989 - 1994
ROLM Mil-Spec 1984 - 1986
Skills
Banking, Treasury Services, Credit Cards, Payments, Credit Risk, Commercial Banking, Financial Modeling, Financial Services, Relationship Management, Treasury, Credit, Management, FX Options, Capital Markets, Treasury Management, Sales, Cash Management, Sales Management, Investment Banking, Fixed Income, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Marketing
University of California, Berkeley 1980 — 1984
Bachelor's degree, Finance, General
Josh Moore Josh Moore's Bankers Trust Experience April 2013 - Present
Job Senior Vice President / Senior Loan Officer / Commercial Banking Manager at Bankers Trust
Industry Banking
Experience
Bankers Trust April 2013 - Present
Bankers Trust October 2007 - April 2013
BankIowa June 2005 - October 2007
Wells Fargo Bank October 1999 - June 2005
Brenton Bank 1999 - 2001
Skills
Commercial Banking, Small Business Lending, Financial Analysis, Commercial Lending, Loans, Credit Analysis, Management, Business Planning, Real Estate, Mortgage Lending, Credit, Banking, Sales Management, Portfolio Management, Sales
Education
Penn State University 1989 — 1994
BS, Economics
University of Iowa - Henry B. Tippie College of Business
MBA
Bankers Trust April 2013 - Present
Bankers Trust October 2007 - April 2013
BankIowa June 2005 - October 2007
Wells Fargo Bank October 1999 - June 2005
Brenton Bank 1999 - 2001
Skills
Commercial Banking, Small Business Lending, Financial Analysis, Commercial Lending, Loans, Credit Analysis, Management, Business Planning, Real Estate, Mortgage Lending, Credit, Banking, Sales Management, Portfolio Management, Sales
Education
Penn State University 1989 — 1994
BS, Economics
University of Iowa - Henry B. Tippie College of Business
MBA
Joseph Irace Joseph Irace's Bankers Trust Experience 1987 - 1990
Job Vice President Senior Portfolio Manager at Dreyfus Corporation
Industry Financial Services
Experience
Borough of Oceanport January 2008 - Present
Dreyfus Corporation November 1996 - Present
Lehman Brothers April 1993 - November 1996
Chemical Bank 1990 - 1993
Bankers Trust 1987 - 1990
Skills
Securities, Investments, Mutual Funds, Portfolio Management, Fixed Income, Local Government, Wealth Management, Asset Managment, Investment Strategies, Bonds, Bloomberg, Financial Services, Asset Allocation, Cash Management, Investment Management, Capital Markets, Trading, Finance, Financial Markets, Municipalities, Money Market, Community Outreach, Asset Management
Education
Pace University - Lubin School of Business 1984 — 1987
BBA, Marketing
Borough of Oceanport January 2008 - Present
Dreyfus Corporation November 1996 - Present
Lehman Brothers April 1993 - November 1996
Chemical Bank 1990 - 1993
Bankers Trust 1987 - 1990
Skills
Securities, Investments, Mutual Funds, Portfolio Management, Fixed Income, Local Government, Wealth Management, Asset Managment, Investment Strategies, Bonds, Bloomberg, Financial Services, Asset Allocation, Cash Management, Investment Management, Capital Markets, Trading, Finance, Financial Markets, Municipalities, Money Market, Community Outreach, Asset Management
Education
Pace University - Lubin School of Business 1984 — 1987
BBA, Marketing
Robert Liotto Robert Liotto's Bankers Trust Experience January 1976 - January 1986
Job Director, Total Rewards at Meridian Health
Industry Human Resources
Experience
Meridian Health November 2014 - Present
E*TRADE Financial April 2011 - November 2014
CA Technologies (CA, Inc) February 2005 - April 2011
Black Mountain Management, Inc. January 2002 - January 2005
Benefit Plan Installations, Inc January 1999 - January 2002
Smith Barney Plan Services (a/k/a CitiStreet) January 1996 - January 1999
Towers Perrin January 1992 - January 1996
Merrill Lynch January 1986 - January 1992
Bankers Trust January 1976 - January 1986
Skills
Vendor Management, Relationship Management, Consulting, Project Management, Business Process..., Employee Benefits, Deferred Compensation, HRIS, Financial Services, Mergers, Talent Acquisition, Performance Management, Process Improvement, Outsourcing, Talent Management, PeopleSoft, Mergers & Acquisitions, Payroll, 401k, Management, Business Planning, Change Management, Benefits Administration, Analysis, Business Process..., Leadership, Employee Relations, Human Resources, Applicant Tracking..., Program Management, Cross-functional Team..., CRM, Executive Management, Business Development, Team Building, Compensation & Benefit, Employee Engagement, Executive Pay, Onboarding, Organizational Design, Defined Benefit, Personnel Management, Workforce Planning, Organizational..., HRO Outsourcing, Health & Welfare..., Equity Plan Design &..., Health Care Reform..., Succession Planning, College Recruiting
Education
Pace University - Lubin School of Business
BA, Economics - with a minor in Management
Meridian Health November 2014 - Present
E*TRADE Financial April 2011 - November 2014
CA Technologies (CA, Inc) February 2005 - April 2011
Black Mountain Management, Inc. January 2002 - January 2005
Benefit Plan Installations, Inc January 1999 - January 2002
Smith Barney Plan Services (a/k/a CitiStreet) January 1996 - January 1999
Towers Perrin January 1992 - January 1996
Merrill Lynch January 1986 - January 1992
Bankers Trust January 1976 - January 1986
Skills
Vendor Management, Relationship Management, Consulting, Project Management, Business Process..., Employee Benefits, Deferred Compensation, HRIS, Financial Services, Mergers, Talent Acquisition, Performance Management, Process Improvement, Outsourcing, Talent Management, PeopleSoft, Mergers & Acquisitions, Payroll, 401k, Management, Business Planning, Change Management, Benefits Administration, Analysis, Business Process..., Leadership, Employee Relations, Human Resources, Applicant Tracking..., Program Management, Cross-functional Team..., CRM, Executive Management, Business Development, Team Building, Compensation & Benefit, Employee Engagement, Executive Pay, Onboarding, Organizational Design, Defined Benefit, Personnel Management, Workforce Planning, Organizational..., HRO Outsourcing, Health & Welfare..., Equity Plan Design &..., Health Care Reform..., Succession Planning, College Recruiting
Education
Pace University - Lubin School of Business
BA, Economics - with a minor in Management
Elizabeth Bowlin Elizabeth Bowlin's Bankers Trust Experience 1983 - 1987
Job Realtor at Prudential Homesale Services Group
Industry Real Estate
Experience
Town and Country Realty November 2011 - April 2013
RE/MAX Associates of Lancaster February 2011 - September 2012
Weichert Realtors Engle & Hambright October 2007 - August 2011
York Technical Institute 2001 - 2006
Bankers Trust 1983 - 1987
Skills
Sellers, Real Estate, Relocation, Buyers, Buyer Representation, Investment Properties, First Time Home Buyers, Luxury, Residential Homes, Real Estate Transactions, Foreclosures, Listings, Referrals, Condos, New Home Sales, Real Estate Financing, Property, Townhomes, Short Sales, REO, ABR, Single Family Homes, Real Property, New Homes
Education
The College of William and Mary - The Mason School of Business 1978 — 1980
MBA, Finance and Economics
Rowan University 1974 — 1978
BA, Business - Accountin
Town and Country Realty November 2011 - April 2013
RE/MAX Associates of Lancaster February 2011 - September 2012
Weichert Realtors Engle & Hambright October 2007 - August 2011
York Technical Institute 2001 - 2006
Bankers Trust 1983 - 1987
Skills
Sellers, Real Estate, Relocation, Buyers, Buyer Representation, Investment Properties, First Time Home Buyers, Luxury, Residential Homes, Real Estate Transactions, Foreclosures, Listings, Referrals, Condos, New Home Sales, Real Estate Financing, Property, Townhomes, Short Sales, REO, ABR, Single Family Homes, Real Property, New Homes
Education
The College of William and Mary - The Mason School of Business 1978 — 1980
MBA, Finance and Economics
Rowan University 1974 — 1978
BA, Business - Accountin
Marie Miller's Bankers Trust Experience 2008 - 2009
Job Retirement Plan Professional / Account Executive Director IA, NE, SD at the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2013 - Present
Principal Financial Group July 2006 - July 2013
Des Moines Area Community College January 2009 - January 2010
Bankers Trust 2008 - 2009
Principal Financial Group July 2004 - July 2006
Barton County Community College May 2003 - June 2004
Skills
401k, Retirement, Retirement Planning, Financial Services, Relationship Management, Wealth Management, Qualified Retirement..., Account Management, Military Experience, Military Training, DoD, Speech Communications, Rhetoric, Technical Writing, Veterans Affairs, Management, Leadership, Defined Benefit, Pensions, Series 7, Series 24
Education
Kansas State University 2002 — 2004
Master of Arts (MA), Speech Communication Theory and Rhetoric & Technical Writing Credential
Kansas State University 2001 — 2001
Bachelor of Science (BS), Speech Communication and Rhetoric
University of Maryland College Park 1999 — 2001
English Language and Literature/Letters
Pikes Peak Community College 1995 — 1998
Associate of Arts (A.A.), English Language and Literature, General
Principal Financial Group July 2013 - Present
Principal Financial Group July 2006 - July 2013
Des Moines Area Community College January 2009 - January 2010
Bankers Trust 2008 - 2009
Principal Financial Group July 2004 - July 2006
Barton County Community College May 2003 - June 2004
Skills
401k, Retirement, Retirement Planning, Financial Services, Relationship Management, Wealth Management, Qualified Retirement..., Account Management, Military Experience, Military Training, DoD, Speech Communications, Rhetoric, Technical Writing, Veterans Affairs, Management, Leadership, Defined Benefit, Pensions, Series 7, Series 24
Education
Kansas State University 2002 — 2004
Master of Arts (MA), Speech Communication Theory and Rhetoric & Technical Writing Credential
Kansas State University 2001 — 2001
Bachelor of Science (BS), Speech Communication and Rhetoric
University of Maryland College Park 1999 — 2001
English Language and Literature/Letters
Pikes Peak Community College 1995 — 1998
Associate of Arts (A.A.), English Language and Literature, General
Richard Coyle Richard Coyle's Bankers Trust Experience 1987 - 1991
Job Financial Services Representative at TD
Industry Investment Management
Experience
TD July 2012 - Present
Retail Investment December 2009 - July 2012
Ceridian 2002 - 2009
PFPC 1994 - 2002
Union Bank + Trust 1991 - 1994
Bankers Trust 1987 - 1991
Marine Midland (HSBC) June 1980 - January 1987
Education
Pace University 1974 — 1978
BS, Buisness
Jonathan law
TD July 2012 - Present
Retail Investment December 2009 - July 2012
Ceridian 2002 - 2009
PFPC 1994 - 2002
Union Bank + Trust 1991 - 1994
Bankers Trust 1987 - 1991
Marine Midland (HSBC) June 1980 - January 1987
Education
Pace University 1974 — 1978
BS, Buisness
Jonathan law
Salvatore Manfre, CPA Salvatore Manfre, CPA's Bankers Trust Experience 1995 - 1997
Job SVP & Deputy Auditor of AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein March 2009 - Present
Morgan Stanley Investment Management 2004 - 2009
Deutsche Bank 1995 - 2004
Bankers Trust 1995 - 1997
PricewaterhouseCoopers 1993 - 1995
Ernst & Young 1987 - 1992
Skills
Hedge Funds, Fixed Income, Asset Managment, Alternative Investments, Financial Services, Investment Banking, Asset Management, Operational Risk..., Equities, Risk Management, Internal Audit, Accounting, Due Diligence, Operational Risk, Investment Management, Securities, Auditing, Financial Analysis, Financial Risk, Capital Markets, Bloomberg, Mutual Funds, Fund Accounting, AML
Education
Queens College 1983 — 1985
BA, Accounting and Information Systems
AllianceBernstein March 2009 - Present
Morgan Stanley Investment Management 2004 - 2009
Deutsche Bank 1995 - 2004
Bankers Trust 1995 - 1997
PricewaterhouseCoopers 1993 - 1995
Ernst & Young 1987 - 1992
Skills
Hedge Funds, Fixed Income, Asset Managment, Alternative Investments, Financial Services, Investment Banking, Asset Management, Operational Risk..., Equities, Risk Management, Internal Audit, Accounting, Due Diligence, Operational Risk, Investment Management, Securities, Auditing, Financial Analysis, Financial Risk, Capital Markets, Bloomberg, Mutual Funds, Fund Accounting, AML
Education
Queens College 1983 — 1985
BA, Accounting and Information Systems
Scott Atkinson Scott Atkinson's Bankers Trust Experience May 1996 - January 1997
Job Commercial Manager at Scepter, Inc.
Industry Renewables & Environment
Experience
Scepter, Inc. February 2013 - Present
Flyte World Dining & Wine October 2006 - Present
Briefing Research July 2009 - September 2012
C.W. Henderson & Associates September 1998 - September 2006
SunTrust Bank January 1997 - September 1998
Banker's Trust May 1996 - January 1997
Innovative Restaurant Concepts/Rio Bravo Cantina January 1993 - May 1996
Skills
Fixed Income, Investments, Strategic Planning, Business Strategy, Capital Markets, Marketing Strategy, Start-ups, Business Planning, Portfolio Management, Asset Management, Bloomberg, Asset Managment, Competitive Analysis, Management, Finance, Strategy, Trading, Marketing, Leadership
Education
Northwestern University - Kellogg School of Management 2000 — 2002
Master of Business Administration (MBA), Finance, Marketing and Entrepreneurship
Vanderbilt University 1988 — 1992
Bachelor of Arts (B.A.), Economics and Political Science
Scepter, Inc. February 2013 - Present
Flyte World Dining & Wine October 2006 - Present
Briefing Research July 2009 - September 2012
C.W. Henderson & Associates September 1998 - September 2006
SunTrust Bank January 1997 - September 1998
Banker's Trust May 1996 - January 1997
Innovative Restaurant Concepts/Rio Bravo Cantina January 1993 - May 1996
Skills
Fixed Income, Investments, Strategic Planning, Business Strategy, Capital Markets, Marketing Strategy, Start-ups, Business Planning, Portfolio Management, Asset Management, Bloomberg, Asset Managment, Competitive Analysis, Management, Finance, Strategy, Trading, Marketing, Leadership
Education
Northwestern University - Kellogg School of Management 2000 — 2002
Master of Business Administration (MBA), Finance, Marketing and Entrepreneurship
Vanderbilt University 1988 — 1992
Bachelor of Arts (B.A.), Economics and Political Science
Steve Lesner Steve Lesner's Bankers Trust Experience January 1993 - January 1993
Job Freelance Computer Services
Industry Computer & Network Security
Experience
Impact Business Technology February 2012 - Present
Self Employment February 2009 - April 2013
2008 - 2009 Innovative Network Solutions January 2008 - February 2009
Nidus Computer Systems March 1994 - December 2008
Bankers Trust January 1993 - January 1993
RCB, International January 1987 - January 1992
Education
COLUMBIA UNIVERSITY
Pace University
Impact Business Technology February 2012 - Present
Self Employment February 2009 - April 2013
2008 - 2009 Innovative Network Solutions January 2008 - February 2009
Nidus Computer Systems March 1994 - December 2008
Bankers Trust January 1993 - January 1993
RCB, International January 1987 - January 1992
Education
COLUMBIA UNIVERSITY
Pace University
Bob Guzman Bob Guzman's Bankers Trust Experience 1989 - 1992
Job Managing Director Head of Pension Risk Management at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management February 2014 - September 2015
US Securities and Exchange Commission 2013 - 2014
Aberdeen Asset Management 2003 - 2010
Aberdeen Asset Management 2001 - 2010
Deutsche Asset Management 1998 - 2000
UBS 1995 - 1997
Bear Stearns 1993 - 1994
Merrill Lynch 1992 - 1993
Bankers Trust 1989 - 1992
Salomon Brothers 1986 - 1989
Skills
Trading, Portfolio Management, Alternative Investments, Fixed Income, Derivatives, Interest Rate..., Credit Derivatives, Financial Markets, Hedging, Fixed Income Trading, Risk Management, Asset Management, Market Risk, Asset Managment, Investments, Options, Structured Finance, Financial Risk, Foreign Exchange
Education
Princeton University
Doctor of Philosophy (Ph.D.), Chemical Physics
Columbia University
BS, Chemical Engineering
UBS Global Asset Management February 2014 - September 2015
US Securities and Exchange Commission 2013 - 2014
Aberdeen Asset Management 2003 - 2010
Aberdeen Asset Management 2001 - 2010
Deutsche Asset Management 1998 - 2000
UBS 1995 - 1997
Bear Stearns 1993 - 1994
Merrill Lynch 1992 - 1993
Bankers Trust 1989 - 1992
Salomon Brothers 1986 - 1989
Skills
Trading, Portfolio Management, Alternative Investments, Fixed Income, Derivatives, Interest Rate..., Credit Derivatives, Financial Markets, Hedging, Fixed Income Trading, Risk Management, Asset Management, Market Risk, Asset Managment, Investments, Options, Structured Finance, Financial Risk, Foreign Exchange
Education
Princeton University
Doctor of Philosophy (Ph.D.), Chemical Physics
Columbia University
BS, Chemical Engineering
Gary Chambers's Bankers Trust Experience September 1997 - March 1998
Job Water Info On Tap Delivering news on the global water crises and investment opportunities in water stocks
Industry Capital Markets
Experience
Oliver Staffing, Inc. January 2013 - Present
Water Info on Tap September 2011 - Present
Bellwether Capital Management, LP March 2007 - December 2010
Morgan Stanley April 2004 - March 2007
Goldman Sachs September 1998 - December 2001
Bankers Trust September 1997 - March 1998
Skills
Investments, Commodity, Financial Markets, Currency, Financial Services, Equity Derivatives, Finance, Mutual Funds, Financial Risk, Analysis, FX trading, ETFs, Economics, Hedging, Emerging Markets, Strategic Financial..., Investment Management, Bloomberg Terminal, Market Data, Financial Analysis, Private Banking, Investment Strategies, Strategy, Technical Analysis, Equity Research, Proprietary Trading, Water, Hedge Funds, Equities, Management, Options, Trading, Fixed Income
Education
Pace University 1994 — 1998
Bachelor's degree, Economics
The University of Northampton
PCSW (Certificatiation for Social Work), Psychology Major
Oliver Staffing, Inc. January 2013 - Present
Water Info on Tap September 2011 - Present
Bellwether Capital Management, LP March 2007 - December 2010
Morgan Stanley April 2004 - March 2007
Goldman Sachs September 1998 - December 2001
Bankers Trust September 1997 - March 1998
Skills
Investments, Commodity, Financial Markets, Currency, Financial Services, Equity Derivatives, Finance, Mutual Funds, Financial Risk, Analysis, FX trading, ETFs, Economics, Hedging, Emerging Markets, Strategic Financial..., Investment Management, Bloomberg Terminal, Market Data, Financial Analysis, Private Banking, Investment Strategies, Strategy, Technical Analysis, Equity Research, Proprietary Trading, Water, Hedge Funds, Equities, Management, Options, Trading, Fixed Income
Education
Pace University 1994 — 1998
Bachelor's degree, Economics
The University of Northampton
PCSW (Certificatiation for Social Work), Psychology Major
Monica Emerson's Bankers Trust Experience 1991 - 1993
Job PRESIDENT/OWNER at Neutron Data Technology "The ARRC"...Team "Project"Developer.Banking Professional
Industry Banking
Experience
First Citizens Bank 2001 - 2003
AEAFCU 1998 - 2000
Bankers Trust 1991 - 1993
Skills
Customer Service, Leadership, Strategic Planning, Microsoft Office, Management, Sales, Training, Team Leadership, Budgets, Event Planning, Process Improvement, Program Management, Business Strategy, Project Management, Fundraising, Social Media, Social Networking, Business Analysis, Operations Management, Advertising, Team Building, Fitness Consulting, Photoshop, Digital Photography, Money Management, Project Manager..., Public Speaking, Marketing, Negotiation, Public Relations, Microsoft Word, Marketing Strategy, Lead Generation, Leadership Development, Teamwork, Time Management, Team Motivation, Team Management
Education
Park University 2000 — 2002
Bachelor’s Degree, Business Administration, Management and Operations
Arizona, Iowa, North Carolina, Japan. 1997 — 2000
University of Maryland College Park 1998 — 1999
Bachelor’s Degree, Business Administration, Management and Operations
AWC 1996 — 1997
Associate’s Degree, General Studies
Schools of Fitness and Nutrition 1991 — 1992
Diploma, Health and Physical Education/Fitness
Business and Banking Instittute 1990 — 1991
Diploma, Business and Banking
First Citizens Bank 2001 - 2003
AEAFCU 1998 - 2000
Bankers Trust 1991 - 1993
Skills
Customer Service, Leadership, Strategic Planning, Microsoft Office, Management, Sales, Training, Team Leadership, Budgets, Event Planning, Process Improvement, Program Management, Business Strategy, Project Management, Fundraising, Social Media, Social Networking, Business Analysis, Operations Management, Advertising, Team Building, Fitness Consulting, Photoshop, Digital Photography, Money Management, Project Manager..., Public Speaking, Marketing, Negotiation, Public Relations, Microsoft Word, Marketing Strategy, Lead Generation, Leadership Development, Teamwork, Time Management, Team Motivation, Team Management
Education
Park University 2000 — 2002
Bachelor’s Degree, Business Administration, Management and Operations
Arizona, Iowa, North Carolina, Japan. 1997 — 2000
University of Maryland College Park 1998 — 1999
Bachelor’s Degree, Business Administration, Management and Operations
AWC 1996 — 1997
Associate’s Degree, General Studies
Schools of Fitness and Nutrition 1991 — 1992
Diploma, Health and Physical Education/Fitness
Business and Banking Instittute 1990 — 1991
Diploma, Business and Banking
Matt McNamara Matt McNamara's Bankers Trust Experience June 1996 - January 1998
Job Portfolio Trader
Industry Financial Services
Experience
Macquarie Group October 2009 - Present
ABN AMRO January 2007 - July 2009
Northern Trust Global Investments May 2003 - December 2006
Deutsche Bank January 2002 - May 2003
Goldman Sachs January 1998 - January 2002
Bankers Trust June 1996 - January 1998
Skills
Equity Trading, Equities, Trading, Bloomberg, Portfolio Management, Financial Markets, ETFs, Quantitative Analytics, Hedge Funds, Electronic Trading, Fixed Income, Trading Systems, Options, Series 7, Series 63, Investment Sales, Direct Market Access, Alternative Investments, Capital Markets, Securities, Negotiation, Derivatives, Arbitration, Conciliation, Structured Products, Bonds, FINRA, Asset Management, FX Options
Education
Nyack College
Bachelor of Science, Organizational Management
Macquarie Group October 2009 - Present
ABN AMRO January 2007 - July 2009
Northern Trust Global Investments May 2003 - December 2006
Deutsche Bank January 2002 - May 2003
Goldman Sachs January 1998 - January 2002
Bankers Trust June 1996 - January 1998
Skills
Equity Trading, Equities, Trading, Bloomberg, Portfolio Management, Financial Markets, ETFs, Quantitative Analytics, Hedge Funds, Electronic Trading, Fixed Income, Trading Systems, Options, Series 7, Series 63, Investment Sales, Direct Market Access, Alternative Investments, Capital Markets, Securities, Negotiation, Derivatives, Arbitration, Conciliation, Structured Products, Bonds, FINRA, Asset Management, FX Options
Education
Nyack College
Bachelor of Science, Organizational Management
Allan Rojas Allan Rojas's Bankers Trust Experience 1998 - 1999
Job Turnkey integrator
Industry Computer Software
Experience
Self Employed August 2014 - Present
Audio, Video & Controls, Inc. January 2013 - September 2014
Yorktel June 2011 - December 2012
Presentation Products Inc. June 2010 - June 2011
Video Corporation of America February 2008 - June 2010
Electrosonic 2007 - 2008
Shen Milsom & Wilke 2000 - 2001
TEK7 1999 - 2000
Bankers Trust 1998 - 1999
The Systems Group 1995 - 1998
Skills
AV, Telepresence, Video Conferencing, Crestron, Digital Signage, System Design, Extron, Audio Conferencing, Streaming Media, Digital Video, Video, Sound, Tandberg, Integration, Design Drawings, Audio Engineering, Cabling, Troubleshooting, Unified Communications, Telecommunications, AutoCAD application..., AutoCAD tutoring, Crestron module..., Crestron system..., 3D Game Development, OpenGL development, Photoshop, Conceptual design..., Design based market..., AutoCAD 3D modeling, Next Generation Display..., Shop Drawings, 3D Printing, DSP design/config, Crestron digital media..., Crestron Simpl+ modules, Polycom Soundstructure..., Crestron 3 Series/ Core...
Education
Plaza College 1994 — 1996
Self Employed August 2014 - Present
Audio, Video & Controls, Inc. January 2013 - September 2014
Yorktel June 2011 - December 2012
Presentation Products Inc. June 2010 - June 2011
Video Corporation of America February 2008 - June 2010
Electrosonic 2007 - 2008
Shen Milsom & Wilke 2000 - 2001
TEK7 1999 - 2000
Bankers Trust 1998 - 1999
The Systems Group 1995 - 1998
Skills
AV, Telepresence, Video Conferencing, Crestron, Digital Signage, System Design, Extron, Audio Conferencing, Streaming Media, Digital Video, Video, Sound, Tandberg, Integration, Design Drawings, Audio Engineering, Cabling, Troubleshooting, Unified Communications, Telecommunications, AutoCAD application..., AutoCAD tutoring, Crestron module..., Crestron system..., 3D Game Development, OpenGL development, Photoshop, Conceptual design..., Design based market..., AutoCAD 3D modeling, Next Generation Display..., Shop Drawings, 3D Printing, DSP design/config, Crestron digital media..., Crestron Simpl+ modules, Polycom Soundstructure..., Crestron 3 Series/ Core...
Education
Plaza College 1994 — 1996
Gehan Dabare's Bankers Trust Experience October 1994 - April 1999
Job MBA, GSLC, CISM, CISA, PMP Executive Director
Industry Information Technology and Services
Experience
Financial Institution September 2013 - Present
J.P. Morgan November 2010 - September 2013
University of Phoenix January 2010 - August 2013
AVI-SPL January 2009 - November 2010
Goldman Sachs February 2008 - January 2009
Goldman Sachs June 2005 - February 2008
Deutsche Bank April 2004 - April 2005
Deutsche Bank April 1999 - April 2004
Bankers Trust October 1994 - April 1999
Skills
Leading Change, Culture Change, Identity Management, Risk Management, Global Management, Program Management, Project Management, Workflow Management, Vendor Management, Change Management, Process Improvement, Business Analysis, Market Data, Databases, BMC Remedy, Integration, Leadership, Innovation, Creativity, Curiosity, Kindness, Enterprise Architecture, Enterprise Software, IT Strategy, Service Delivery, Strategy, Management, Mergers & Acquisitions, Infrastructure, Outsourcing, Team Building, PMO, Business Continuity, Business Process, Project Portfolio..., IT Operations, Information Technology, Data Center, ITIL, IT Service Management, Disaster Recovery, Project Delivery, Governance, IT Management, Executive Management, PMP, Business Process..., Security, Information Security, Business Process...
Education
Wharton Business School
Duke University / Ashridge College
Pace University 1996 — 1999
MBA
Stony Brook University 1990 — 1993
BS
Wycherley International School
S Thomas College
Financial Institution September 2013 - Present
J.P. Morgan November 2010 - September 2013
University of Phoenix January 2010 - August 2013
AVI-SPL January 2009 - November 2010
Goldman Sachs February 2008 - January 2009
Goldman Sachs June 2005 - February 2008
Deutsche Bank April 2004 - April 2005
Deutsche Bank April 1999 - April 2004
Bankers Trust October 1994 - April 1999
Skills
Leading Change, Culture Change, Identity Management, Risk Management, Global Management, Program Management, Project Management, Workflow Management, Vendor Management, Change Management, Process Improvement, Business Analysis, Market Data, Databases, BMC Remedy, Integration, Leadership, Innovation, Creativity, Curiosity, Kindness, Enterprise Architecture, Enterprise Software, IT Strategy, Service Delivery, Strategy, Management, Mergers & Acquisitions, Infrastructure, Outsourcing, Team Building, PMO, Business Continuity, Business Process, Project Portfolio..., IT Operations, Information Technology, Data Center, ITIL, IT Service Management, Disaster Recovery, Project Delivery, Governance, IT Management, Executive Management, PMP, Business Process..., Security, Information Security, Business Process...
Education
Wharton Business School
Duke University / Ashridge College
Pace University 1996 — 1999
MBA
Stony Brook University 1990 — 1993
BS
Wycherley International School
S Thomas College
Sheldon Danziger's Bankers Trust Experience September 1982 - September 1986
Job president at furniture bank Inc
Industry Furniture
Experience
furniture bank Inc 1990 - Present
Bank of Montreal 1986 - 1990
Bankers Trust September 1982 - September 1986
Skills
Marketing Strategy, Advertising Sales, Business Management, New Business Development, Sales Process, Marketing, Management, Advertising, Sales Management, Sales, Negotiation, Merchandising
Education
Pace University 1980 — 1982
MBA, finance
Dickinson college 1976 — 1980
BA, economics
furniture bank Inc 1990 - Present
Bank of Montreal 1986 - 1990
Bankers Trust September 1982 - September 1986
Skills
Marketing Strategy, Advertising Sales, Business Management, New Business Development, Sales Process, Marketing, Management, Advertising, Sales Management, Sales, Negotiation, Merchandising
Education
Pace University 1980 — 1982
MBA, finance
Dickinson college 1976 — 1980
BA, economics
Donna Fountain's Bankers Trust Experience 1978 - 1982
Job Sr. Contracts Analyst at Renesas Electronics America Inc.
Industry Legal Services
Experience
Renesas Electronics America Inc. December 2009 - Present
Renesas Electronics America Inc. February 2003 - December 2009
Hewlett Packard 1982 - 1997
Bankers Trust 1978 - 1982
U.S. Navy 1973 - 1977
Skills
Contract Management, Strategy, Budgets, International Trade, SAP, Troubleshooting, Logistics, Corporate Law, Compliance, Import/Export, Microsoft Office Suite, Contract Advantage by..., Salesforce.Com, JAMS Certification, DocuSign (electronic..., Project Management, Notary Public, Cross-functional Team..., Manufacturing, Salesforce.com, Microsoft Office, Contract Negotiation, Training, Product Marketing, Product Management, Program Management, Strategic Partnerships
Education
Pepperdine University
MA, Human Resources Management
The George Washington University - School of Business
BS, Business Administration
University of California, Santa Cruz
Certificate, UNIX Administration
Renesas Electronics America Inc. December 2009 - Present
Renesas Electronics America Inc. February 2003 - December 2009
Hewlett Packard 1982 - 1997
Bankers Trust 1978 - 1982
U.S. Navy 1973 - 1977
Skills
Contract Management, Strategy, Budgets, International Trade, SAP, Troubleshooting, Logistics, Corporate Law, Compliance, Import/Export, Microsoft Office Suite, Contract Advantage by..., Salesforce.Com, JAMS Certification, DocuSign (electronic..., Project Management, Notary Public, Cross-functional Team..., Manufacturing, Salesforce.com, Microsoft Office, Contract Negotiation, Training, Product Marketing, Product Management, Program Management, Strategic Partnerships
Education
Pepperdine University
MA, Human Resources Management
The George Washington University - School of Business
BS, Business Administration
University of California, Santa Cruz
Certificate, UNIX Administration
Fred Bailey Fred Bailey's Bankers Trust Experience 1987 - 1989
Job Director at InVision Communications
Industry Events Services
Experience
InVision Communications January 2007 - Present
First Presbyterian Church of Stamford 2005 - 2008
Osprey Coaching - Fostering Leadership Behavior 2006 - 2007
RJO Group 1997 - 2005
Caribiner 1990 - 1996
Bankers Trust 1987 - 1989
IBM 1977 - 1987
Pottery Barn 1971 - 1977
Skills
Event Management, Event Planning, Live Events, Corporate Events, Entertainment, Social Media Marketing, Sales, Corporate Communications, Production Managment, Leadership, Relationship Marketing, Program Management, Management, Video, Marketing Communications, Trade Shows, Sponsorship, Digital Marketing, Television, Creative Direction, AV, Advertising, Public Relations, Broadcast, Digital Media, Marketing, New Business Development, Social Media, Marketing Strategy, Integrated Marketing, Video Production, Copywriting, Strategic Communications, Social Networking, Event Producing, Online Marketing, Multimedia, Media Relations, Online Advertising, Strategy, Stage Management, Digital Strategy, Editing, New Media, Creative Writing, Creative Strategy, Blogging, Brand Development, Graphic Design, Media Production
Education
Pace University 1969 — 1971
Bachelor of Arts, Social Science and Communications
University of Colorado Boulder 1967 — 1970
Hackley School 1964 — 1967
InVision Communications January 2007 - Present
First Presbyterian Church of Stamford 2005 - 2008
Osprey Coaching - Fostering Leadership Behavior 2006 - 2007
RJO Group 1997 - 2005
Caribiner 1990 - 1996
Bankers Trust 1987 - 1989
IBM 1977 - 1987
Pottery Barn 1971 - 1977
Skills
Event Management, Event Planning, Live Events, Corporate Events, Entertainment, Social Media Marketing, Sales, Corporate Communications, Production Managment, Leadership, Relationship Marketing, Program Management, Management, Video, Marketing Communications, Trade Shows, Sponsorship, Digital Marketing, Television, Creative Direction, AV, Advertising, Public Relations, Broadcast, Digital Media, Marketing, New Business Development, Social Media, Marketing Strategy, Integrated Marketing, Video Production, Copywriting, Strategic Communications, Social Networking, Event Producing, Online Marketing, Multimedia, Media Relations, Online Advertising, Strategy, Stage Management, Digital Strategy, Editing, New Media, Creative Writing, Creative Strategy, Blogging, Brand Development, Graphic Design, Media Production
Education
Pace University 1969 — 1971
Bachelor of Arts, Social Science and Communications
University of Colorado Boulder 1967 — 1970
Hackley School 1964 — 1967
Dan Morehead Dan Morehead's Bankers Trust Experience 1989 - 1995
Job Chief Executive Officer, Pantera and Chairman, Bitstamp
Industry Financial Services
Experience
Pantera Capital Management LP 2003 - Present
Bitstamp January 2014 - Present
BitPesa February 2015 - Present
Atriax 2000 - 2002
Tiger Management 1996 - 2000
Deutsche Bank 1995 - 1996
Bankers Trust 1989 - 1995
Goldman Sachs 1987 - 1989
Skills
Hedge Funds, Fixed Income, Equities, Derivatives, Portfolio Management, Trading, Investments, Investment Banking, Options, Emerging Markets, Risk Management, Commodity, Mutual Funds, Finance, Venture Capital, Financial Risk, Management, Credit, Leadership, Funding, Alternative Investments, Global Macro, E-commerce, Private Equity, Foreign Exchange, Entrepreneurship, Asset Managment, Corporate Finance, Asset Management, Capital Markets
Education
Princeton University 1983 — 1987
B.S.E., Civil Engineering
mcclatchy
Pantera Capital Management LP 2003 - Present
Bitstamp January 2014 - Present
BitPesa February 2015 - Present
Atriax 2000 - 2002
Tiger Management 1996 - 2000
Deutsche Bank 1995 - 1996
Bankers Trust 1989 - 1995
Goldman Sachs 1987 - 1989
Skills
Hedge Funds, Fixed Income, Equities, Derivatives, Portfolio Management, Trading, Investments, Investment Banking, Options, Emerging Markets, Risk Management, Commodity, Mutual Funds, Finance, Venture Capital, Financial Risk, Management, Credit, Leadership, Funding, Alternative Investments, Global Macro, E-commerce, Private Equity, Foreign Exchange, Entrepreneurship, Asset Managment, Corporate Finance, Asset Management, Capital Markets
Education
Princeton University 1983 — 1987
B.S.E., Civil Engineering
mcclatchy
Vince Herman Vince Herman's Bankers Trust Experience June 1987 - September 1990
Job Executive Director, Financial Products at Balance Sheet Solutions, LLC
Industry Financial Services
Experience
Balance Sheet Solutions, LLC 2011 - July 2012
WesCorp July 2005 - May 2011
Bank One September 1997 - March 2004
NationsBank CRT May 1996 - September 1997
Lehman Brothers September 1990 - April 1996
Bankers Trust June 1987 - September 1990
Education
Pennsylvania State University 1983 — 1987
BS, Finance, with concentrations in Economics, Marketing
Balance Sheet Solutions, LLC 2011 - July 2012
WesCorp July 2005 - May 2011
Bank One September 1997 - March 2004
NationsBank CRT May 1996 - September 1997
Lehman Brothers September 1990 - April 1996
Bankers Trust June 1987 - September 1990
Education
Pennsylvania State University 1983 — 1987
BS, Finance, with concentrations in Economics, Marketing
deborah dreher deborah dreher's Bankers Trust Experience 1990 - 1992
Job vice president, retired
Industry Financial Services
Experience
North Shore Holiday House 2000 - 2006
Bankers Trust 1990 - 1992
Irving Trust Company July 1973 - June 1990
Skills
Investments, Financial Services, Banking, Fund Raising Not for...
Education
Pace University 1977 — 1983
General Business, General Business
North Shore Holiday House 2000 - 2006
Bankers Trust 1990 - 1992
Irving Trust Company July 1973 - June 1990
Skills
Investments, Financial Services, Banking, Fund Raising Not for...
Education
Pace University 1977 — 1983
General Business, General Business
Ilya Mitelberg Ilya Mitelberg's Bankers Trust Experience January 1997 - April 1998
Job QA at Citco
Industry Financial Services
Experience
Citco July 2006 - Present
Citco Fund Services July 2006 - Present
JPMorgan Chase February 2000 - June 2006
Cablevision March 1999 - December 1999
J&W Seligman September 1998 - March 1999
Bankers Trust January 1997 - April 1998
Skills
Quality Center, Business Analysis, User Acceptance Testing, Test Planning, Software Quality..., Quality Assurance, SDLC, Sybase, ITIL, Databases, Waterfall, Agile Methodologies, Software Project..., Requirements Analysis, Unix
Education
Pace University 1996 — 1999
BA, Computer Science & IT
Citco July 2006 - Present
Citco Fund Services July 2006 - Present
JPMorgan Chase February 2000 - June 2006
Cablevision March 1999 - December 1999
J&W Seligman September 1998 - March 1999
Bankers Trust January 1997 - April 1998
Skills
Quality Center, Business Analysis, User Acceptance Testing, Test Planning, Software Quality..., Quality Assurance, SDLC, Sybase, ITIL, Databases, Waterfall, Agile Methodologies, Software Project..., Requirements Analysis, Unix
Education
Pace University 1996 — 1999
BA, Computer Science & IT
Ellen Emmerich Ellen Emmerich's Bankers Trust Experience 1993 - 1998
Job Creative Director: Emmerich Young Studio
Industry Marketing and Advertising
Experience
Emmerich Young Studio August 1998 - Present
MetLife 1998 - 1999
Bankers Trust 1993 - 1998
Anderson & Lembke/Chiat Day 1990 - 1992
Skills
Design, Direct Mail Campaigns, Brochures, Newsletters, Social Media, Branding & Logos, Marketing Support, Campaigns, New Media, Graphic Design, SEO, Logo Design, Art Direction, Advertising, Publishing, Website Development, Corporate Branding, SEM, Blogging, Art, Marketing, Creative Direction, Photography, Direct Mail, Adobe Creative Suite, Creative Strategy, Visual Communication, Typography, Branding & Identity, Interaction Design, Brand Development
Education
Rhode Island School of Design 1900 — 2000
BFA, Communications Design
Emmerich Young Studio August 1998 - Present
MetLife 1998 - 1999
Bankers Trust 1993 - 1998
Anderson & Lembke/Chiat Day 1990 - 1992
Skills
Design, Direct Mail Campaigns, Brochures, Newsletters, Social Media, Branding & Logos, Marketing Support, Campaigns, New Media, Graphic Design, SEO, Logo Design, Art Direction, Advertising, Publishing, Website Development, Corporate Branding, SEM, Blogging, Art, Marketing, Creative Direction, Photography, Direct Mail, Adobe Creative Suite, Creative Strategy, Visual Communication, Typography, Branding & Identity, Interaction Design, Brand Development
Education
Rhode Island School of Design 1900 — 2000
BFA, Communications Design
Matthew Ferm Matthew Ferm's Bankers Trust Experience July 1981 - November 1983
Job Managing Partner at Harvard Partners, LLP
Industry Information Technology and Services
Experience
Harvard Partners, LLP May 2009 - Present
Wellington Management January 1995 - December 2008
Financial Workstation Solutions September 1992 - December 1994
Okidata Microsystems August 1991 - August 1992
Applied Reasoning Corporation July 1990 - August 1991
Apollo Computer January 1988 - July 1990
Gregg Corporation March 1985 - January 1988
E.F. Hutton Company November 1983 - March 1985
Bankers Trust July 1981 - November 1983
Skills
Governance, Program Management, Information Technology, Start-ups, Strategy, Resource Management, Data Center, Disaster Recovery, Vendor Management, IT Strategy, Business Continuity, Cloud Computing, Financial Services, Outsourcing, Professional Services, Security, Management Consulting, Business Analysis, Infrastructure, Business Development, SDLC, Consulting, Leadership, Enterprise Software, IT Management, Enterprise Architecture, Solution Selling, Business Intelligence, Integration, SaaS, Project Portfolio..., Business Process, Management, IT Operations, Change Management, IT Service Management, Incident Management, PMO, PMP, Business Process..., Software Project..., IT Outsourcing, ITIL, CRM, Business Transformation, Project Management, Process Improvement
Education
Queens College 1978 — 1982
B.A., Economics
Harvard Partners, LLP May 2009 - Present
Wellington Management January 1995 - December 2008
Financial Workstation Solutions September 1992 - December 1994
Okidata Microsystems August 1991 - August 1992
Applied Reasoning Corporation July 1990 - August 1991
Apollo Computer January 1988 - July 1990
Gregg Corporation March 1985 - January 1988
E.F. Hutton Company November 1983 - March 1985
Bankers Trust July 1981 - November 1983
Skills
Governance, Program Management, Information Technology, Start-ups, Strategy, Resource Management, Data Center, Disaster Recovery, Vendor Management, IT Strategy, Business Continuity, Cloud Computing, Financial Services, Outsourcing, Professional Services, Security, Management Consulting, Business Analysis, Infrastructure, Business Development, SDLC, Consulting, Leadership, Enterprise Software, IT Management, Enterprise Architecture, Solution Selling, Business Intelligence, Integration, SaaS, Project Portfolio..., Business Process, Management, IT Operations, Change Management, IT Service Management, Incident Management, PMO, PMP, Business Process..., Software Project..., IT Outsourcing, ITIL, CRM, Business Transformation, Project Management, Process Improvement
Education
Queens College 1978 — 1982
B.A., Economics
Angela Jelcic Angela Jelcic's Bankers Trust Experience December 1997 - July 1999
Job
Industry Financial Services
Experience
CapSo Inc. September 2015 - Present
Thomson Reuters June 2010 - Present
Thomson Reuters June 2008 - June 2010
Thomson Financial March 2004 - June 2008
Deutsche Bank August 1999 - February 2004
Bankers Trust December 1997 - July 1999
S. H. Hirth & Associates October 1996 - December 1997
WHI Ltd. January 1989 - October 1996
United States Senate April 1986 - December 1988
Skills
Financial Markets, Financial Services, Wealth, Business Analysis, Business Process..., Operations Management, Risk Management, Management, Six Sigma, Leadership, Change Management, Business Intelligence, Wealth Management, Managerial Finance, Equities, Start-ups, Product Management, Trading Systems, Business Strategy, Fixed Income, IT Management, CRM, ITIL, Finance
Education
Queens College 1981 — 1986
BA, Politics, International Relations, History
Dominican Academy
CapSo Inc. September 2015 - Present
Thomson Reuters June 2010 - Present
Thomson Reuters June 2008 - June 2010
Thomson Financial March 2004 - June 2008
Deutsche Bank August 1999 - February 2004
Bankers Trust December 1997 - July 1999
S. H. Hirth & Associates October 1996 - December 1997
WHI Ltd. January 1989 - October 1996
United States Senate April 1986 - December 1988
Skills
Financial Markets, Financial Services, Wealth, Business Analysis, Business Process..., Operations Management, Risk Management, Management, Six Sigma, Leadership, Change Management, Business Intelligence, Wealth Management, Managerial Finance, Equities, Start-ups, Product Management, Trading Systems, Business Strategy, Fixed Income, IT Management, CRM, ITIL, Finance
Education
Queens College 1981 — 1986
BA, Politics, International Relations, History
Dominican Academy
Ilona J. Rosenberg Ilona J. Rosenberg's Bankers Trust Experience 1990 - 1993
Job Associate Director, Senior Professional Recruiter
Industry Financial Services
Experience
UBS 2005 - 2011
Pershing LLC 1996 - 2005
Global Processing Alliance 1993 - 1996
Bankers Trust 1990 - 1993
Skills
Strong Volume..., Creative Low Cost..., Employee Relations, Career Coaching, Resume Writing, Interview Skills..., Recruiting, Personnel Management, Benefits Administration, Career Counseling, Human Resources, Talent Management, Hiring, Program Management, Employee Benefits, Policy, Onboarding, Management, Temporary Placement, Organizational..., Employment Law, Succession Planning, Talent Acquisition, Applicant Tracking..., College Recruiting, Performance Management, HRIS, Employee Engagement, Deferred Compensation, PeopleSoft, Executive Search, Workforce Planning, Interviews, Technical Recruiting, Internet Recruiting, Career Development, HR Consulting, Sourcing, New Hire Orientations
Education
Pace University
BA, Social Science/Education
UBS 2005 - 2011
Pershing LLC 1996 - 2005
Global Processing Alliance 1993 - 1996
Bankers Trust 1990 - 1993
Skills
Strong Volume..., Creative Low Cost..., Employee Relations, Career Coaching, Resume Writing, Interview Skills..., Recruiting, Personnel Management, Benefits Administration, Career Counseling, Human Resources, Talent Management, Hiring, Program Management, Employee Benefits, Policy, Onboarding, Management, Temporary Placement, Organizational..., Employment Law, Succession Planning, Talent Acquisition, Applicant Tracking..., College Recruiting, Performance Management, HRIS, Employee Engagement, Deferred Compensation, PeopleSoft, Executive Search, Workforce Planning, Interviews, Technical Recruiting, Internet Recruiting, Career Development, HR Consulting, Sourcing, New Hire Orientations
Education
Pace University
BA, Social Science/Education
Erik Gude's Bankers Trust Experience 1989 - 1994
Job Messaging & Collaboration Manager
Industry Information Technology and Services
Experience
Ultimate Software March 2008 - Present
Lennar April 2005 - March 2008
Automatic Data Processing August 2001 - April 2004
Adforce August 2000 - June 2001
Bank of America January 1998 - August 2000
Burger King 1996 - 1997
Vista Consulting 1995 - 1997
Bankers Trust 1989 - 1994
Bankers Trust 1989 - 1991
Skills
Cloud Computing, Salesforce.com, SaaS, Business Analysis, Lotus Notes, Business Intelligence, Selling, Enterprise Software, Process Improvement, Sales, SharePoint, Project Management
Education
Pace University - Lubin School of Business 1989 — 1994
BBA, Management Information Systems and Public Accounting
Ultimate Software March 2008 - Present
Lennar April 2005 - March 2008
Automatic Data Processing August 2001 - April 2004
Adforce August 2000 - June 2001
Bank of America January 1998 - August 2000
Burger King 1996 - 1997
Vista Consulting 1995 - 1997
Bankers Trust 1989 - 1994
Bankers Trust 1989 - 1991
Skills
Cloud Computing, Salesforce.com, SaaS, Business Analysis, Lotus Notes, Business Intelligence, Selling, Enterprise Software, Process Improvement, Sales, SharePoint, Project Management
Education
Pace University - Lubin School of Business 1989 — 1994
BBA, Management Information Systems and Public Accounting
Beth Flores-Manlapig, CISA, CRISC Beth Flores-Manlapig, CISA, CRISC's Bankers Trust Experience 1982 - 1984
Job Manager at CohnReznick LLP
Industry Accounting
Experience
ISACA 2014 - Present
CohnReznick LLP August 2003 - Present
Lehman Brothers August 2000 - November 2002
Bear Stearns April 1998 - August 2000
CIBC World Markets April 1997 - June 1998
Salomon Brothers 1990 - 1997
Drexel Burnham Lambert August 1988 - March 1990
Bankers Trust 1982 - 1984
Skills
IT Audit, Sarbanes-Oxley, Internal Audit, Risk Assessment, Risk Management, IT Risk Management, COBIT, SAS70, Sarbanes-Oxley Act, Internal Controls, CISA, CRISC, Governance, COSO, Enterprise Risk..., Compliance SOX, Information Technology, Auditing, Information Security, Information Security..., Operational Risk..., SSAE 16, PCI DSS, SOX 404, Business Continuity, Financial Risk, CISM, CISSP, Operational Risk
Education
Pace University - Lubin School of Business
BBA, MIS
ISACA 2014 - Present
CohnReznick LLP August 2003 - Present
Lehman Brothers August 2000 - November 2002
Bear Stearns April 1998 - August 2000
CIBC World Markets April 1997 - June 1998
Salomon Brothers 1990 - 1997
Drexel Burnham Lambert August 1988 - March 1990
Bankers Trust 1982 - 1984
Skills
IT Audit, Sarbanes-Oxley, Internal Audit, Risk Assessment, Risk Management, IT Risk Management, COBIT, SAS70, Sarbanes-Oxley Act, Internal Controls, CISA, CRISC, Governance, COSO, Enterprise Risk..., Compliance SOX, Information Technology, Auditing, Information Security, Information Security..., Operational Risk..., SSAE 16, PCI DSS, SOX 404, Business Continuity, Financial Risk, CISM, CISSP, Operational Risk
Education
Pace University - Lubin School of Business
BBA, MIS
Scott Kravatz's Bankers Trust Experience October 1988 - December 1993
Job at Bank of America
Industry Investment Management
Experience
Bank of America September 2010 - Present
Merrill Lynch July 2007 - January 2011
Hite Capital Mgmt LLC September 2005 - July 2007
DKR Capital March 2004 - August 2005
Instinet 1994 - 2002
Bankers Trust October 1988 - December 1993
Skills
Hedge Funds, Trading, Trading Systems, Derivatives, Fixed Income, Equities, Electronic Trading, Options, Bloomberg, Financial Services, Capital Markets, Investments, Counterparty Risk
Education
Queens College
BA, Computer Science
Bank of America September 2010 - Present
Merrill Lynch July 2007 - January 2011
Hite Capital Mgmt LLC September 2005 - July 2007
DKR Capital March 2004 - August 2005
Instinet 1994 - 2002
Bankers Trust October 1988 - December 1993
Skills
Hedge Funds, Trading, Trading Systems, Derivatives, Fixed Income, Equities, Electronic Trading, Options, Bloomberg, Financial Services, Capital Markets, Investments, Counterparty Risk
Education
Queens College
BA, Computer Science
Ricci Barnes's Bankers Trust Experience 1983 - 1986
Job Senior Consultant Lawson Developer/Admin at Prime Healthcare Services
Industry Information Technology and Services
Experience
Jefferies Inc. January 1998 - April 2012
Amgen December 1994 - July 1996
Bankers Trust 1983 - 1986
Skills
Analysis, Middle Office, Equities, Fixed Income, Capital Markets, Management Consulting, Electronic Trading, SQL, Requirements Analysis, Business Analysis, Trading Systems, Project Management, Management, Unix, Investment Banking, Quality Assurance, Market Data, Options, Hedge Funds, Financial Modeling, User Acceptance Testing, SDLC, Financial Services, Vendor Management, Disaster Recovery, IT Strategy, Budgets, Derivatives, Sybase, Program Management, Equity Trading, Integration, Financial Analysis, PMP, Portfolio Management, Prime Brokerage, Risk Management, Lawson General Ledger, Asset Management, Data Center
Education
Pratt Institute 1983 — 1988
B.S, Computer science
Jefferies Inc. January 1998 - April 2012
Amgen December 1994 - July 1996
Bankers Trust 1983 - 1986
Skills
Analysis, Middle Office, Equities, Fixed Income, Capital Markets, Management Consulting, Electronic Trading, SQL, Requirements Analysis, Business Analysis, Trading Systems, Project Management, Management, Unix, Investment Banking, Quality Assurance, Market Data, Options, Hedge Funds, Financial Modeling, User Acceptance Testing, SDLC, Financial Services, Vendor Management, Disaster Recovery, IT Strategy, Budgets, Derivatives, Sybase, Program Management, Equity Trading, Integration, Financial Analysis, PMP, Portfolio Management, Prime Brokerage, Risk Management, Lawson General Ledger, Asset Management, Data Center
Education
Pratt Institute 1983 — 1988
B.S, Computer science
Armand J D'Accordo's Bankers Trust Experience July 1990 - July 1999
Job Consultant at Icon Information
Industry Financial Services
Experience
TD Securities September 2010 - March 2012
Litchfield Capital Holdings llc October 2005 - September 2010
Citigroup Private Bank August 2001 - September 2005
Deutsche Bank July 1999 - January 2001
Bankers Trust July 1990 - July 1999
Citibank 1985 - 1990
American Express Bank 1983 - 1985
Bankers Trust 1981 - 1983
Coopers & Lybrand 1979 - 1981
Skills
Compliance, Operational Risk, Budgeting, Hedge Funds, Middle Office, Budgets, Trading, Financial Risk, Capital Markets, Management, Operational Risk..., Internal Controls, Process Improvement, Structured Products, FX Options, Strategic Planning, Banking, AML, Start-ups, Managerial Finance, Securities, Business Process, Fixed Income, Retail Banking, Risk Management, Options, Financial Services, Investment Banking, Private Banking, Portfolio Management, Credit Risk, Derivatives
Education
New York University - Leonard N. Stern School of Business 1979 — 1980
MS, Accounting
Princeton University 1975 — 1979
BA, Economics
TD Securities September 2010 - March 2012
Litchfield Capital Holdings llc October 2005 - September 2010
Citigroup Private Bank August 2001 - September 2005
Deutsche Bank July 1999 - January 2001
Bankers Trust July 1990 - July 1999
Citibank 1985 - 1990
American Express Bank 1983 - 1985
Bankers Trust 1981 - 1983
Coopers & Lybrand 1979 - 1981
Skills
Compliance, Operational Risk, Budgeting, Hedge Funds, Middle Office, Budgets, Trading, Financial Risk, Capital Markets, Management, Operational Risk..., Internal Controls, Process Improvement, Structured Products, FX Options, Strategic Planning, Banking, AML, Start-ups, Managerial Finance, Securities, Business Process, Fixed Income, Retail Banking, Risk Management, Options, Financial Services, Investment Banking, Private Banking, Portfolio Management, Credit Risk, Derivatives
Education
New York University - Leonard N. Stern School of Business 1979 — 1980
MS, Accounting
Princeton University 1975 — 1979
BA, Economics
Theodore Kontopoulos's Bankers Trust Experience March 1990 - August 1996
Job VP at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase January 2007 - Present
Credit Suisse November 1996 - December 2006
Bankers Trust March 1990 - August 1996
Education
Pace University 1988 — 1990
MS, Computer Science
SUNY 1984 — 1988
BS, Computer science
JPMorgan Chase January 2007 - Present
Credit Suisse November 1996 - December 2006
Bankers Trust March 1990 - August 1996
Education
Pace University 1988 — 1990
MS, Computer Science
SUNY 1984 — 1988
BS, Computer science
Henry Kwong's Bankers Trust Experience 1998 - 2001
Job Partner at MMI Advisors
Industry Real Estate
Experience
MMI Advisors 2009 - Present
Cerberus Real Estate Capital Management LLC 2007 - 2008
ING Realty Partners 2002 - 2007
Bankers Trust 1998 - 2001
Education
Pace University - Lubin School of Business
BA
MMI Advisors 2009 - Present
Cerberus Real Estate Capital Management LLC 2007 - 2008
ING Realty Partners 2002 - 2007
Bankers Trust 1998 - 2001
Education
Pace University - Lubin School of Business
BA
Ellen Ho's Bankers Trust Experience March 1996 - 1999
Job Senior Vice President at Citi Group
Industry Investment Banking
Experience
Citi June 2012 - Present
Credit Suisse December 2004 - June 2012
Deutsche Bank 2002 - 2006
Banker's Trust March 1996 - 1999
Skills
Project Management, Financial Risk, Business Continuity, PMO, Business Process..., Risk Management, Business Continuity..., Disaster Recovery, Operational Risk..., Operational Risk, Change Management, Security, Vendor Management, Business Analysis, Banking, Crisis Management, Governance, Internal Audit, SDLC, Project Portfolio..., Program Management, IT Strategy
Education
Pace University 1983 — 1987
BBA in General Accounting, Financial Accounting and Accounting Information System
Pace University
Bachelor's degree, Accounting and Computer Science
Citi June 2012 - Present
Credit Suisse December 2004 - June 2012
Deutsche Bank 2002 - 2006
Banker's Trust March 1996 - 1999
Skills
Project Management, Financial Risk, Business Continuity, PMO, Business Process..., Risk Management, Business Continuity..., Disaster Recovery, Operational Risk..., Operational Risk, Change Management, Security, Vendor Management, Business Analysis, Banking, Crisis Management, Governance, Internal Audit, SDLC, Project Portfolio..., Program Management, IT Strategy
Education
Pace University 1983 — 1987
BBA in General Accounting, Financial Accounting and Accounting Information System
Pace University
Bachelor's degree, Accounting and Computer Science
alice De Lancey's Bankers Trust Experience 1994 - 1998
Job Director HR at Ernst & Young
Industry Human Resources
Experience
Ernst & Young September 1998 - Present
Ernst & Young September 1998 - Present
Bankers Trust 1994 - 1998
Manufacturers Hanover Trust Co. June 1981 - June 1988
Education
Rider University 1977 — 1981
Ernst & Young September 1998 - Present
Ernst & Young September 1998 - Present
Bankers Trust 1994 - 1998
Manufacturers Hanover Trust Co. June 1981 - June 1988
Education
Rider University 1977 — 1981
Jason Harvey's Bankers Trust Experience June 1994 - November 1996
Job Managing Director at Citigroup
Industry Financial Services
Experience
Citi September 2010 - Present
Deutsche Bank May 2009 - September 2010
Merrill Lynch July 2001 - May 2009
JPMorgan Chase October 1998 - July 2001
Barclays Capital November 1996 - October 1998
Bankers Trust June 1994 - November 1996
Skills
Credit Derivatives, CDO, ABS, MBS, CDS, Securitization, Middle Office, Interest Rate..., Structured Products, Fixed Income, Trading Systems, Capital Markets, Options, Market Risk, Trading, CMBS, Risk, Product Control, Fixed Income Trading, Structuring, Swaps, Derivatives, Credit Risk, FX Options, Operational Risk, Equity Derivatives, Bonds, Financial Structuring, Rates, Structured Finance, Market Data, Financial Markets, Securities, Settlement
Education
Princeton University 1989 — 1994
BA, Economics
Citi September 2010 - Present
Deutsche Bank May 2009 - September 2010
Merrill Lynch July 2001 - May 2009
JPMorgan Chase October 1998 - July 2001
Barclays Capital November 1996 - October 1998
Bankers Trust June 1994 - November 1996
Skills
Credit Derivatives, CDO, ABS, MBS, CDS, Securitization, Middle Office, Interest Rate..., Structured Products, Fixed Income, Trading Systems, Capital Markets, Options, Market Risk, Trading, CMBS, Risk, Product Control, Fixed Income Trading, Structuring, Swaps, Derivatives, Credit Risk, FX Options, Operational Risk, Equity Derivatives, Bonds, Financial Structuring, Rates, Structured Finance, Market Data, Financial Markets, Securities, Settlement
Education
Princeton University 1989 — 1994
BA, Economics
Marvin Chan's Bankers Trust Experience June 1996 - June 1998
Job Software Developer
Industry Computer Software
Experience
Silver Spring Networks July 2009 - September 2015
SkyPilot Networks, Inc. September 2001 - June 2009
Respond.com August 1999 - September 2001
Fidelity Investments June 1997 - February 1999
Bankers Trust June 1996 - June 1998
Goldman, Sachs & Co. May 1994 - June 1996
Skills
Communication Protocols, Software Design, RTOS, C, C++, Java, Wireless, Linux, TCP/IP, Software Development, IP, Embedded Software, Unix, Testing, Perl, Embedded Systems, Cloud Computing, System Architecture, SNMP, Software Engineering, Apache
Education
Rensselaer Polytechnic Institute 1989 — 1994
BS, Electrical Engineering
Stuyvesant HS 1987 — 1989
Silver Spring Networks July 2009 - September 2015
SkyPilot Networks, Inc. September 2001 - June 2009
Respond.com August 1999 - September 2001
Fidelity Investments June 1997 - February 1999
Bankers Trust June 1996 - June 1998
Goldman, Sachs & Co. May 1994 - June 1996
Skills
Communication Protocols, Software Design, RTOS, C, C++, Java, Wireless, Linux, TCP/IP, Software Development, IP, Embedded Software, Unix, Testing, Perl, Embedded Systems, Cloud Computing, System Architecture, SNMP, Software Engineering, Apache
Education
Rensselaer Polytechnic Institute 1989 — 1994
BS, Electrical Engineering
Stuyvesant HS 1987 — 1989
Matt Zinetti's Bankers Trust Experience 1997 - 2000
Job Senior Compliance Officer at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2014 - Present
JPMorganChase August 2004 - Present
Lehman Brothers June 2003 - July 2004
Wasserstein Perella August 2000 - May 2003
Bankers Trust 1997 - 2000
Bankers Trust New York Corporation 1997 - 2000
Bear Stearns 1993 - 1997
Skills
Series 7, 63, & 55..., Middle Office, Credit Derivatives, Equity Derivatives, Investment Banking, Fixed Income, Options, Settlement, Capital Markets, Derivatives, Trading, Bonds, Equities, Bloomberg, AML, Rates, Anti Money Laundering, Risk Management
Education
Pace University 1988 — 2002
Bachelor's degree, Accounting
JPMorgan Chase January 2014 - Present
JPMorganChase August 2004 - Present
Lehman Brothers June 2003 - July 2004
Wasserstein Perella August 2000 - May 2003
Bankers Trust 1997 - 2000
Bankers Trust New York Corporation 1997 - 2000
Bear Stearns 1993 - 1997
Skills
Series 7, 63, & 55..., Middle Office, Credit Derivatives, Equity Derivatives, Investment Banking, Fixed Income, Options, Settlement, Capital Markets, Derivatives, Trading, Bonds, Equities, Bloomberg, AML, Rates, Anti Money Laundering, Risk Management
Education
Pace University 1988 — 2002
Bachelor's degree, Accounting
James Lange's Bankers Trust Experience 1995 - 1997
Job Director at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank April 2010 - Present
Bank of America Merrill Lynch 2002 - 2009
Banc of America Securities 2005 - 2008
Counsel Corporation 2000 - 2000
Merrill Lynch August 1997 - June 1999
Bankers Trust 1995 - 1997
Skills
Corporate Finance, Valuation, Financial Analysis, Private Equity, Investment Banking, Capital Markets, Mergers & Acquisitions, Hedge Funds, Financial Modeling, LBO, Fixed Income, Equities, Due Diligence
Education
Northwestern University - Kellogg School of Management 1999 — 2001
Penn State University 1990 — 1995
Deutsche Bank April 2010 - Present
Bank of America Merrill Lynch 2002 - 2009
Banc of America Securities 2005 - 2008
Counsel Corporation 2000 - 2000
Merrill Lynch August 1997 - June 1999
Bankers Trust 1995 - 1997
Skills
Corporate Finance, Valuation, Financial Analysis, Private Equity, Investment Banking, Capital Markets, Mergers & Acquisitions, Hedge Funds, Financial Modeling, LBO, Fixed Income, Equities, Due Diligence
Education
Northwestern University - Kellogg School of Management 1999 — 2001
Penn State University 1990 — 1995
Karin Bleyer's Bankers Trust Experience 1986 - 2000
Job Executive Director at J.P. Morgan
Industry Investment Management
Experience
JP Morgan June 2000 - Present
Bankers Trust 1986 - 2000
Bankers Trust / Deutsche Bank 1986 - 2000
Skills
Derivatives, Prime Brokerage, Fixed Income, Credit Derivatives, Investment Banking, Interest Rate..., Swaps, Middle Office, Asset Management
Education
Pace University - Lubin School of Business 1987 — 1990
Master of Business Administration (MBA), Finance
University at Albany, SUNY 1982 — 1986
BS, Economics
JP Morgan June 2000 - Present
Bankers Trust 1986 - 2000
Bankers Trust / Deutsche Bank 1986 - 2000
Skills
Derivatives, Prime Brokerage, Fixed Income, Credit Derivatives, Investment Banking, Interest Rate..., Swaps, Middle Office, Asset Management
Education
Pace University - Lubin School of Business 1987 — 1990
Master of Business Administration (MBA), Finance
University at Albany, SUNY 1982 — 1986
BS, Economics
Jeanne Beaudet's Bankers Trust Experience 1994 - 1999
Job Outreach Officer at SFMTA Central Subway Project
Industry Real Estate
Experience
SFMTA - Central Subway Project July 2015 - Present
Jones Lang LaSalle October 2007 - December 2012
Jones Lang LaSalle May 2006 - October 2007
Jones Lang LaSalle April 2004 - May 2006
Siebel Systems 2001 - 2004
Bankers Trust 1994 - 1999
Skills
Facilities Management, CRM, Vendor Management, Program Management, Corporate Real Estate, Leadership, Training, Team Building, Budgets, Negotiation, Property Management
Education
Providence College 1981 — 1985
SFMTA - Central Subway Project July 2015 - Present
Jones Lang LaSalle October 2007 - December 2012
Jones Lang LaSalle May 2006 - October 2007
Jones Lang LaSalle April 2004 - May 2006
Siebel Systems 2001 - 2004
Bankers Trust 1994 - 1999
Skills
Facilities Management, CRM, Vendor Management, Program Management, Corporate Real Estate, Leadership, Training, Team Building, Budgets, Negotiation, Property Management
Education
Providence College 1981 — 1985
Janet Bradley's Bankers Trust Experience 1983 - June 1999
Job Manager, Telecom Management Services at Cisco Systems
Industry Financial Services
Experience
Cisco Systems August 2012 - Present
Cisco Systems March 2010 - July 2012
Barclays Capital September 2008 - March 2010
Lehman Brothers February 2001 - September 2008
Deutsche Bank June 1999 - February 2001
Bankers Trust 1983 - June 1999
Skills
Consulting, Vendor Management, Outsourcing, Forecasting, Finance, Market Data, Investment Banking, Business Analysis, Program Management, Process Improvement, Integration, Risk Management, Contract Negotiation, Telecommunications, Strategic Sourcing, Budgets, Business Process..., Data Center, Business Process, Cisco Technologies, IT Strategy, Project Management
Education
New York University - Leonard N. Stern School of Business 1984 — 1989
MBA, FINANCE
Pace University 1979 — 1983
BBA, MIS - Management Information Systems
Cisco Systems August 2012 - Present
Cisco Systems March 2010 - July 2012
Barclays Capital September 2008 - March 2010
Lehman Brothers February 2001 - September 2008
Deutsche Bank June 1999 - February 2001
Bankers Trust 1983 - June 1999
Skills
Consulting, Vendor Management, Outsourcing, Forecasting, Finance, Market Data, Investment Banking, Business Analysis, Program Management, Process Improvement, Integration, Risk Management, Contract Negotiation, Telecommunications, Strategic Sourcing, Budgets, Business Process..., Data Center, Business Process, Cisco Technologies, IT Strategy, Project Management
Education
New York University - Leonard N. Stern School of Business 1984 — 1989
MBA, FINANCE
Pace University 1979 — 1983
BBA, MIS - Management Information Systems
Jane Hom's Bankers Trust Experience February 1990 - April 1993
Job Senior Client Account Manager at Fiserv
Industry Financial Services
Experience
Fiserv September 2002 - Present
AETEA Information Technology April 2002 - September 2002
Prudential Securities March 2001 - November 2001
The Bank of New York May 1993 - March 2001
Bankers Trust February 1990 - April 1993
Prudential-Bache May 1988 - January 1990
Skills
Business Analysis, Fixed Income, Financial Services, Portfolio Management, Mutual Funds, Relationship Management, SDLC, Process Improvement, Banking, Analysis, Business Requirements, Investments, Requirements Gathering, Securities, Vendor Management, Risk Management, Wealth Management, Trading, Asset Management, Equities, Financial Markets, Derivatives, Bloomberg
Education
Pace University - Lubin School of Business 1986 — 1990
BBA, Finance
Fiserv September 2002 - Present
AETEA Information Technology April 2002 - September 2002
Prudential Securities March 2001 - November 2001
The Bank of New York May 1993 - March 2001
Bankers Trust February 1990 - April 1993
Prudential-Bache May 1988 - January 1990
Skills
Business Analysis, Fixed Income, Financial Services, Portfolio Management, Mutual Funds, Relationship Management, SDLC, Process Improvement, Banking, Analysis, Business Requirements, Investments, Requirements Gathering, Securities, Vendor Management, Risk Management, Wealth Management, Trading, Asset Management, Equities, Financial Markets, Derivatives, Bloomberg
Education
Pace University - Lubin School of Business 1986 — 1990
BBA, Finance
Luciano Di Norcia's Bankers Trust Experience June 1996 - October 1999
Job Director, Ethics & Compliance Department at BNP Paribas
Industry Financial Services
Experience
BNP Paribas November 2008 - Present
Societe Generale July 2006 - October 2008
Merrill Lynch March 2004 - July 2006
Deutsche Bank January 2000 - March 2004
Bankers Trust June 1996 - October 1999
Smith Barney July 1994 - June 1996
National Futures Association June 1988 - July 1994
Skills
Derivatives, Dodd-Frank, Trading, Risk Management, Market Risk, CFTC Regulations, OTC Derivatives, Futures, Listed Derivatives, Compliance, Portfolio Management, Swaps, Compliance Management, Series 7, Operational Risk, ISDA, Financial Services, Capital Markets, Financial Markets, Series 63, Series 24, Audit, Legal Compliance
Education
Pace University 1983 — 1988
Bachelor of Business Administration, Finance
BNP Paribas November 2008 - Present
Societe Generale July 2006 - October 2008
Merrill Lynch March 2004 - July 2006
Deutsche Bank January 2000 - March 2004
Bankers Trust June 1996 - October 1999
Smith Barney July 1994 - June 1996
National Futures Association June 1988 - July 1994
Skills
Derivatives, Dodd-Frank, Trading, Risk Management, Market Risk, CFTC Regulations, OTC Derivatives, Futures, Listed Derivatives, Compliance, Portfolio Management, Swaps, Compliance Management, Series 7, Operational Risk, ISDA, Financial Services, Capital Markets, Financial Markets, Series 63, Series 24, Audit, Legal Compliance
Education
Pace University 1983 — 1988
Bachelor of Business Administration, Finance
Helen Miello's Bankers Trust Experience 1994 - 1995
Job Owner, The UPS Store
Industry Retail
Experience
The UPS Store February 2005 - Present
Mizuho Capital Markets Corp April 2000 - April 2005
Societe Generale March 1999 - April 2000
The Federal Reserve Bank of Chicago September 1997 - November 1998
Bankers Trust 1994 - 1995
Skills
Customer Service, Entrepreneurship, Strategic Planning, New Business Development, Management, Negotiation, Operations Management
Education
Pace University - Lubin School of Business 1989 — 1993
Bachelor of Business Admin, Public Accounting and Finance
The UPS Store February 2005 - Present
Mizuho Capital Markets Corp April 2000 - April 2005
Societe Generale March 1999 - April 2000
The Federal Reserve Bank of Chicago September 1997 - November 1998
Bankers Trust 1994 - 1995
Skills
Customer Service, Entrepreneurship, Strategic Planning, New Business Development, Management, Negotiation, Operations Management
Education
Pace University - Lubin School of Business 1989 — 1993
Bachelor of Business Admin, Public Accounting and Finance
Matthew Starr, CRCP™'s Bankers Trust Experience 1992 - 2000
Job Tenor Capital Mgmt
Industry Financial Services
Experience
Tenor Capital Mgmt 2004 - Present
Putnam Lovell NBF 2000 - 2004
Bankers Trust 1992 - 2000
Deutsche Bank 1992 - 2000
Bank of America June 1991 - November 1992
JPMorgan Chase July 1987 - June 1991
Education
Garden City High
Pace University - Lubin School of Business
Tenor Capital Mgmt 2004 - Present
Putnam Lovell NBF 2000 - 2004
Bankers Trust 1992 - 2000
Deutsche Bank 1992 - 2000
Bank of America June 1991 - November 1992
JPMorgan Chase July 1987 - June 1991
Education
Garden City High
Pace University - Lubin School of Business
Pradeep Tyagi's Bankers Trust Experience 1992 - 1999
Job Head of Global AML Technology, Reporting and Analytics
Industry Financial Services
Experience
Bank of America April 2010 - Present
Wells Fargo April 2008 - May 2010
Wells Fargo 2008 - 2009
Bank of America May 2002 - February 2008
Fintrack Inc 2001 - 2002
Bankers Trust 1992 - 1999
Hinditron 1987 - 1992
Skills
Fixed Income, Portfolio Management, Banking, Risk Management, Capital Markets, Options, Relationship Management, Clarity, Derivatives, SDLC, Investment Banking, Financial Services, Asset Management, Management, Integration, Market Risk, CRM, AML, Financial Risk, Team Management, Trading, Enterprise Software, Project Management, Operational Risk, Bloomberg, Equities, Credit Risk, Operational Risk..., Business Analysis, Leadership
Education
Pace University 1995 — 1997
Master of Business Administration (MBA), Finance and Financial Management Services
Pace University - Lubin School of Business 1995 — 1997
Financial Management
Bank of America April 2010 - Present
Wells Fargo April 2008 - May 2010
Wells Fargo 2008 - 2009
Bank of America May 2002 - February 2008
Fintrack Inc 2001 - 2002
Bankers Trust 1992 - 1999
Hinditron 1987 - 1992
Skills
Fixed Income, Portfolio Management, Banking, Risk Management, Capital Markets, Options, Relationship Management, Clarity, Derivatives, SDLC, Investment Banking, Financial Services, Asset Management, Management, Integration, Market Risk, CRM, AML, Financial Risk, Team Management, Trading, Enterprise Software, Project Management, Operational Risk, Bloomberg, Equities, Credit Risk, Operational Risk..., Business Analysis, Leadership
Education
Pace University 1995 — 1997
Master of Business Administration (MBA), Finance and Financial Management Services
Pace University - Lubin School of Business 1995 — 1997
Financial Management
Andy Cowherd's Bankers Trust Experience 1991 - 1992
Job Managing Director at England & Company
Industry Financial Services
Experience
England & Company April 2015 - Present
Mesirow Financial 2012 - March 2015
Peter J. Solomon Company 2005 - 2011
Atlantic Medical Capital 1993 - 2004
Bankers Trust 1991 - 1992
Salomon Brothers 1977 - 1991
Skills
Private Equity, Mergers, Investment Banking, Valuation, Corporate Development, M&A experience, Finance, Mergers & Acquisitions, Strategy, Investments, Hedge Funds, Acquisition Integration, Corporate Finance, Executive Management, Portfolio Management, Financial Modeling, Financial Services, Due Diligence, Capital Markets, Equities, Start-ups, Management, Business Development, Business Strategy, Emerging Markets, Venture Capital, LBO, Investor Relations, Entrepreneurship, Management Consulting, Financial Analysis, Private Placements, Asset Management, Capital, Restructuring
Education
Stanford University Graduate School of Business
MBA
Princeton University
AB
Pembroke Country Day School
England & Company April 2015 - Present
Mesirow Financial 2012 - March 2015
Peter J. Solomon Company 2005 - 2011
Atlantic Medical Capital 1993 - 2004
Bankers Trust 1991 - 1992
Salomon Brothers 1977 - 1991
Skills
Private Equity, Mergers, Investment Banking, Valuation, Corporate Development, M&A experience, Finance, Mergers & Acquisitions, Strategy, Investments, Hedge Funds, Acquisition Integration, Corporate Finance, Executive Management, Portfolio Management, Financial Modeling, Financial Services, Due Diligence, Capital Markets, Equities, Start-ups, Management, Business Development, Business Strategy, Emerging Markets, Venture Capital, LBO, Investor Relations, Entrepreneurship, Management Consulting, Financial Analysis, Private Placements, Asset Management, Capital, Restructuring
Education
Stanford University Graduate School of Business
MBA
Princeton University
AB
Pembroke Country Day School
Robert Healy, CAMS's Bankers Trust Experience 1985 - 1988
Job Vice President at Mutual of America
Industry Insurance
Experience
Mutual of America February 1993 - Present
Bankers Trust 1985 - 1988
Education
Pace University - Lubin School of Business 1987 — 1990
MBA, Finance, Marketing
University at Buffalo 1980 — 1985
Mutual of America February 1993 - Present
Bankers Trust 1985 - 1988
Education
Pace University - Lubin School of Business 1987 — 1990
MBA, Finance, Marketing
University at Buffalo 1980 — 1985
Victor Savinon's Bankers Trust Experience 1996 - 1997
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Bankers Trust 1996 - 1997
Skills
SQL
Education
Queensborough Community College 1987 — 1988
Bankers Trust 1996 - 1997
Skills
SQL
Education
Queensborough Community College 1987 — 1988
Joanne McGuire's Bankers Trust Experience April 1992 - January 1998
Job VP Treasury Services at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2015 - Present
JPMorgan Chase April 2004 - Present
Weight A Minute, Intl April 2001 - April 2004
Buck Consultants January 2000 - April 2001
Citibank FSB February 1998 - January 2000
Bankers Trust April 1992 - January 1998
Skills
Global Custody, Mutual Funds, Securities, Fixed Income, Equities, Relationship Management, Derivatives, Asset Managment, Financial Services, Banking, Alternative Investments, Bloomberg, Securities Lending, Investments, Capital Markets, Middle Office, Prime Brokerage, Wealth Management
Education
Rowan University 1985 — 1989
Bachelor's degree, Business Administration and Management, General
Roselle Catholic 1981 — 1985
JPMorgan Chase & Co. August 2015 - Present
JPMorgan Chase April 2004 - Present
Weight A Minute, Intl April 2001 - April 2004
Buck Consultants January 2000 - April 2001
Citibank FSB February 1998 - January 2000
Bankers Trust April 1992 - January 1998
Skills
Global Custody, Mutual Funds, Securities, Fixed Income, Equities, Relationship Management, Derivatives, Asset Managment, Financial Services, Banking, Alternative Investments, Bloomberg, Securities Lending, Investments, Capital Markets, Middle Office, Prime Brokerage, Wealth Management
Education
Rowan University 1985 — 1989
Bachelor's degree, Business Administration and Management, General
Roselle Catholic 1981 — 1985
Wendy Estes's Bankers Trust Experience March 1992 - September 1999
Job Bill Processor/Proofreader at North Carolina General Assembly
Industry Financial Services
Experience
North Carolina General Assembly January 2015 - Present
State of North Carolina - Department of Revenue April 2014 - June 2014
CU Strategic Planning November 2013 - December 2013
Credit Suisse October 2009 - September 2012
Credit Suisse May 2009 - September 2009
Credit Suisse July 2008 - December 2008
Treasury Bank a division of Countrywide Bank August 2004 - December 2007
Deutsche Bank September 1999 - August 2004
Bankers Trust March 1992 - September 1999
City Communications June 1990 - November 1992
Skills
Financial Services, Credit, Collateral Management, Structured Finance, Fixed Income, Bonds, FX Options, Capital Markets, Process Improvement, Securitization, Bloomberg, Equities, Derivatives, Options, Financial Markets, Investment Banking, Asset Managment, Banking, Loans, Portfolio Management, Risk Management, Technical Writing, Editing, Procedure Development, Procedural Manuals, Document Processing, Document Imaging, Document Review, Process Analysis, Training, Presentations, Information Gathering, Requirements Gathering, Mortgage Compliance, Commercial Mortgages, MBS, Agency MBS, Grant Writing, Data Analysis, Finance, Management, Leadership, Strategy, Relationship Management, Financial Analysis
Education
Pepperdine University 1984 — 1986
BA, Journalism
Orange Coast College 1981 — 1984
Communications
Wake Technical Community College
Business Analytics
North Carolina General Assembly January 2015 - Present
State of North Carolina - Department of Revenue April 2014 - June 2014
CU Strategic Planning November 2013 - December 2013
Credit Suisse October 2009 - September 2012
Credit Suisse May 2009 - September 2009
Credit Suisse July 2008 - December 2008
Treasury Bank a division of Countrywide Bank August 2004 - December 2007
Deutsche Bank September 1999 - August 2004
Bankers Trust March 1992 - September 1999
City Communications June 1990 - November 1992
Skills
Financial Services, Credit, Collateral Management, Structured Finance, Fixed Income, Bonds, FX Options, Capital Markets, Process Improvement, Securitization, Bloomberg, Equities, Derivatives, Options, Financial Markets, Investment Banking, Asset Managment, Banking, Loans, Portfolio Management, Risk Management, Technical Writing, Editing, Procedure Development, Procedural Manuals, Document Processing, Document Imaging, Document Review, Process Analysis, Training, Presentations, Information Gathering, Requirements Gathering, Mortgage Compliance, Commercial Mortgages, MBS, Agency MBS, Grant Writing, Data Analysis, Finance, Management, Leadership, Strategy, Relationship Management, Financial Analysis
Education
Pepperdine University 1984 — 1986
BA, Journalism
Orange Coast College 1981 — 1984
Communications
Wake Technical Community College
Business Analytics
Annette Toscano's Bankers Trust Experience 1969 - 1998
Job Project Management
Industry Financial Services
Experience
MetLife August 1969 - April 2007
Bankers Trust 1969 - 1998
Skills
Retirement Planning, 401k, Retirement, Defined Benefit, Financial Services, Employee Benefits, Project Management, ERISA, Asset Management, Fixed Annuities, Insurance, Asset Allocation, Portfolio Management, Risk Management, Mutual Funds
Education
Pace University 1980 — 1982
MetLife August 1969 - April 2007
Bankers Trust 1969 - 1998
Skills
Retirement Planning, 401k, Retirement, Defined Benefit, Financial Services, Employee Benefits, Project Management, ERISA, Asset Management, Fixed Annuities, Insurance, Asset Allocation, Portfolio Management, Risk Management, Mutual Funds
Education
Pace University 1980 — 1982
Gerald Conway's Bankers Trust Experience 1988 - 1992
Job Vice President at Societe Generale
Industry Financial Services
Experience
Societe Generale Corporate and Investment Banking - SG CIB 2005 - Present
Crédit Agricole Corporate & Investment Bank 2001 - 2005
Canadian Imperial Bank of Commerce 1996 - 2001
Lehman Brothers 1992 - 1996
Bankers Trust 1988 - 1992
Merrill Lynch 1986 - 1988
MONY Financial Services 1985 - 1986
Skills
Rates, Investments, Equities, Interest Rate..., FX Options, Money Market, Funding, Credit Derivatives, Foreign Exchange, Fixed Income, Arbitrage
Education
Providence College 1981 — 1985
BHS
Societe Generale Corporate and Investment Banking - SG CIB 2005 - Present
Crédit Agricole Corporate & Investment Bank 2001 - 2005
Canadian Imperial Bank of Commerce 1996 - 2001
Lehman Brothers 1992 - 1996
Bankers Trust 1988 - 1992
Merrill Lynch 1986 - 1988
MONY Financial Services 1985 - 1986
Skills
Rates, Investments, Equities, Interest Rate..., FX Options, Money Market, Funding, Credit Derivatives, Foreign Exchange, Fixed Income, Arbitrage
Education
Providence College 1981 — 1985
BHS
Brad Hoecker's Bankers Trust Experience August 1984 - July 1987
Job Partner at Juniper Investment Company
Industry Investment Management
Experience
Juniper Investment Company March 2011 - Present
Stonington Partners, Inc. March 1994 - March 2011
Merrill Lynch Capital Partners, Inc. July 1989 - March 1994
Bankers Trust August 1984 - July 1987
Skills
Venture Capital, Private Equity, Corporate Governance, Finance, LBO, Asset Management, Due Diligence, Mergers & Acquisitions, Management, Valuation, Structured Finance, Investments, Corporate Development, Private Placements, Investment Banking, IPO, CFOs
Education
Northwestern University - Kellogg School of Management 1987 — 1989
Masters in Management, Finance and Accounting
Southern Methodist University 1980 — 1984
BBA, Finance
Juniper Investment Company March 2011 - Present
Stonington Partners, Inc. March 1994 - March 2011
Merrill Lynch Capital Partners, Inc. July 1989 - March 1994
Bankers Trust August 1984 - July 1987
Skills
Venture Capital, Private Equity, Corporate Governance, Finance, LBO, Asset Management, Due Diligence, Mergers & Acquisitions, Management, Valuation, Structured Finance, Investments, Corporate Development, Private Placements, Investment Banking, IPO, CFOs
Education
Northwestern University - Kellogg School of Management 1987 — 1989
Masters in Management, Finance and Accounting
Southern Methodist University 1980 — 1984
BBA, Finance
Dave Stellenwerf's Bankers Trust Experience 1995 - 1996
Job VP, IT Site Lead for 52nd Street at Swiss Re
Industry Information Technology and Services
Experience
Swiss Re October 1999 - Present
Fox-Pitt, Kelton 1999 - 2006
Morgan Stanley 1996 - 1997
Bankers Trust 1995 - 1996
Skills
IT Strategy, Disaster Recovery, Vendor Management, Fixed Income, Capital Markets, Equities, Derivatives, Risk Management, SDLC, Requirements Analysis, Requirements Gathering, Portfolio Management, IT Management, Financial Services, Enterprise Risk..., Business Analysis, Enterprise Architecture, Outsourcing, Project Portfolio..., Financial Risk
Education
Ramapo College of New Jersey 1990 — 1995
Swiss Re October 1999 - Present
Fox-Pitt, Kelton 1999 - 2006
Morgan Stanley 1996 - 1997
Bankers Trust 1995 - 1996
Skills
IT Strategy, Disaster Recovery, Vendor Management, Fixed Income, Capital Markets, Equities, Derivatives, Risk Management, SDLC, Requirements Analysis, Requirements Gathering, Portfolio Management, IT Management, Financial Services, Enterprise Risk..., Business Analysis, Enterprise Architecture, Outsourcing, Project Portfolio..., Financial Risk
Education
Ramapo College of New Jersey 1990 — 1995
Andrew Falco's Bankers Trust Experience 1980 - 1981
Job Systems Analyst at Emblem Health
Industry Information Technology and Services
Experience
EmblemHealth February 2003 - December 2013
Prudential Financial 2001 - 2002
Pearson Education 1999 - 2000
Medco Health Solutions 1994 - 1996
Bankers Trust 1980 - 1981
Skills
Systems Analysis, COBOL, Requirements Analysis, SDLC, Business Analysis, Visio, Requirements Gathering, Business Requirements, SharePoint
Education
Ramapo College of New Jersey
EmblemHealth February 2003 - December 2013
Prudential Financial 2001 - 2002
Pearson Education 1999 - 2000
Medco Health Solutions 1994 - 1996
Bankers Trust 1980 - 1981
Skills
Systems Analysis, COBOL, Requirements Analysis, SDLC, Business Analysis, Visio, Requirements Gathering, Business Requirements, SharePoint
Education
Ramapo College of New Jersey
Hermen Santos's Bankers Trust Experience January 1994 - July 1996
Job Software Development Manager at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley July 1996 - Present
Bankers Trust January 1994 - July 1996
Skills
Equities, Trading Systems, Securities, Sybase, Architecture, Project Management, Information Architecture, Business Analysis, Visio, User Acceptance Testing, Databases, SOA, Securities Lending, Perl, Unix, C++, DB2
Education
Saint Peter's University 1991 — 1993
BA, History
Rensselaer Polytechnic Institute 1989 — 1991
Architecture
Morgan Stanley July 1996 - Present
Bankers Trust January 1994 - July 1996
Skills
Equities, Trading Systems, Securities, Sybase, Architecture, Project Management, Information Architecture, Business Analysis, Visio, User Acceptance Testing, Databases, SOA, Securities Lending, Perl, Unix, C++, DB2
Education
Saint Peter's University 1991 — 1993
BA, History
Rensselaer Polytechnic Institute 1989 — 1991
Architecture
Chris Gnafakis's Bankers Trust Experience 1993 - 1994
Job Credit Suisse
Industry Financial Services
Experience
Credit Suisse August 2011 - Present
Barclays Capital April 2010 - August 2011
Element Markets May 2008 - December 2009
Fortis Energy Marketing and Trading 2004 - 2008
JP Morgan Chase 1994 - 2004
Bankers Trust 1993 - 1994
Skills
Analytics, Team Management, Market Risk, Hedging, Derivatives, Group Presentations, Price Testing, Valuations, Risk Control, Commodity, Trading, Options, Risk Management, @Risk, Valuation, Commodity Markets, Fixed Income, Structured Products, Trading Systems, Equity Derivatives, Financial Risk
Education
Rensselaer Polytechnic Institute 1992 — 1995
MBA, Finance
Syracuse University 1983 — 1987
BS, Mechanical Engineering
Credit Suisse August 2011 - Present
Barclays Capital April 2010 - August 2011
Element Markets May 2008 - December 2009
Fortis Energy Marketing and Trading 2004 - 2008
JP Morgan Chase 1994 - 2004
Bankers Trust 1993 - 1994
Skills
Analytics, Team Management, Market Risk, Hedging, Derivatives, Group Presentations, Price Testing, Valuations, Risk Control, Commodity, Trading, Options, Risk Management, @Risk, Valuation, Commodity Markets, Fixed Income, Structured Products, Trading Systems, Equity Derivatives, Financial Risk
Education
Rensselaer Polytechnic Institute 1992 — 1995
MBA, Finance
Syracuse University 1983 — 1987
BS, Mechanical Engineering
Michael Sigmund's Bankers Trust Experience 1987 - 1992
Job Managing Director
Industry Financial Services
Experience
Xerox HR Solutions June 2005 - Present
Mellon Financial 2003 - 2005
TIAA-CREF 1992 - 2003
Bankers Trust 1987 - 1992
The Chase Manhattan Bank 1983 - 1987
Skills
HRIS, 401k, Defined Benefit, Employee Benefits
Education
*
Fairleigh Dickinson University-Metropolitan Campus
MBA, Finance
Rowan University
BA, Marketing
University of Delaware
Exec MBA, Bank Management
Xerox HR Solutions June 2005 - Present
Mellon Financial 2003 - 2005
TIAA-CREF 1992 - 2003
Bankers Trust 1987 - 1992
The Chase Manhattan Bank 1983 - 1987
Skills
HRIS, 401k, Defined Benefit, Employee Benefits
Education
*
Fairleigh Dickinson University-Metropolitan Campus
MBA, Finance
Rowan University
BA, Marketing
University of Delaware
Exec MBA, Bank Management
Don Filimon's Bankers Trust Experience 1987 - 1995
Job Sr. Managing Consultant at IBM Global Services
Industry Information Services
Experience
IBM Global Services Management ConsultantMerril Lynch1997 - 1997
American International Group 1995 - 1996
Bankers Trust 1987 - 1995
Manufacturers Hanover Trust 1986 - 1987
Education
Pace University 1988 — 1991
MS, Computers
IBM Global Services Management ConsultantMerril Lynch1997 - 1997
American International Group 1995 - 1996
Bankers Trust 1987 - 1995
Manufacturers Hanover Trust 1986 - 1987
Education
Pace University 1988 — 1991
MS, Computers
Betsy Steigerwald's Bankers Trust Experience November 1996 - October 1999
Job Director at Deloitte Consulting
Industry Financial Services
Experience
Deloitte Consulting November 1999 - May 2014
Barclays Capital 2008 - 2008
Bankers Trust November 1996 - October 1999
Mellon Bank September 1973 - October 1996
Skills
Asset Management, Due Diligence, Management, Financial Services, Joint Ventures, Management Consulting, Capital Markets, Acquisitions, Business Transformation, Risk Management, Business Process...
Education
Robert Morris University 1978 — 1985
Deloitte Consulting November 1999 - May 2014
Barclays Capital 2008 - 2008
Bankers Trust November 1996 - October 1999
Mellon Bank September 1973 - October 1996
Skills
Asset Management, Due Diligence, Management, Financial Services, Joint Ventures, Management Consulting, Capital Markets, Acquisitions, Business Transformation, Risk Management, Business Process...
Education
Robert Morris University 1978 — 1985
Carlo Fiorletta's Bankers Trust Experience 1982 - 1994
Job Independent Arts and Crafts Professional
Industry Arts and Crafts
Experience
Bankers Trust 1982 - 1994
Education
Queens College 1976 — 1980
Bankers Trust 1982 - 1994
Education
Queens College 1976 — 1980
Deborah Fortuna's Bankers Trust Experience 1993 - 2002
Job Director at Citigroup
Industry Financial Services
Experience
Citigroup November 2005 - Present
JPMorgan Chase 2004 - 2005
Deutsche Bank 1993 - 2002
Bankers Trust 1993 - 2002
UPS 1994 - 1995
Skills
Fixed Income, Capital Markets
Education
Pace University
Citigroup November 2005 - Present
JPMorgan Chase 2004 - 2005
Deutsche Bank 1993 - 2002
Bankers Trust 1993 - 2002
UPS 1994 - 1995
Skills
Fixed Income, Capital Markets
Education
Pace University
Susan L. Evans's Bankers Trust Experience 1989 - 1998
Job Chief Operating Officer / Senior Asset Management Ops Risk & Business Management Leader
Industry Financial Services
Experience
Madison Consulting Group 2014 - Present
New York Life Insurance Company 2012 - 2014
New York Life Investment Management 2011 - 2012
Madison Square Investors, LLC / New York Life Insurance Company 2009 - 2011
JP Morgan 2009 - 2009
Bear Stearns 2007 - 2009
Deutsche Asset Management 1989 - 2007
Bankers Trust 1989 - 1998
Skills
Securities, Asset Management, Investment Management, Asset Managment, Management, Financial Services, Operational Risk, Hedge Funds, Equities, Technology Management, Strategy, Restructuring, Portfolio Management, Performance Measurement, Process Redesign, Bloomberg, Wealth Management, Leadership, Derivatives, Trading, Fixed Income, Outsourcing, Alternative Investments, Project Management, Valuation, Investments, Investment Strategies, Capital Markets, Mutual Funds, Operations Management, Budget Management
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Strategy and Finance
Vanderbilt University
BS, Math
Madison Consulting Group 2014 - Present
New York Life Insurance Company 2012 - 2014
New York Life Investment Management 2011 - 2012
Madison Square Investors, LLC / New York Life Insurance Company 2009 - 2011
JP Morgan 2009 - 2009
Bear Stearns 2007 - 2009
Deutsche Asset Management 1989 - 2007
Bankers Trust 1989 - 1998
Skills
Securities, Asset Management, Investment Management, Asset Managment, Management, Financial Services, Operational Risk, Hedge Funds, Equities, Technology Management, Strategy, Restructuring, Portfolio Management, Performance Measurement, Process Redesign, Bloomberg, Wealth Management, Leadership, Derivatives, Trading, Fixed Income, Outsourcing, Alternative Investments, Project Management, Valuation, Investments, Investment Strategies, Capital Markets, Mutual Funds, Operations Management, Budget Management
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Strategy and Finance
Vanderbilt University
BS, Math
Carl M Gambino's Bankers Trust Experience 1978 - 1999
Job Board Member/Consultant/Volunteer at LaSalle
Industry Banking
Experience
Signature Bank September 2007 - Present
North Fork Bank 1999 - 2007
Board Member YMCA 23rd t 2000 - 2003
nat west 1980 - 1999
bankers trust 1978 - 1999
NatWest Bank 1982 - 1986
Skills
Commercial Lending, Loans, Credit, Small Business Lending, Credit Analysis, Portfolio Management, Lines Of Credit, Banking, Mortgage Lending, Asset Based Lending, Consumer Lending, Financial Services, Investments, Real Estate Economics, Credit Risk, Risk Management, Cash Management, Negotiation, Due Diligence, Equities, Asset Management, Real Estate, Business Networking, Time Management, Networking, Sales, Leadership, Marketing, Team Building, Community Development, Recruiting, Alumni Affairs, Sponsorship Relations, Event Planning, Client Development, Manage Client..., Commercial Banking, Customer Relations, New Business Development
Education
pace 1976 — 1980
business/marketing
La Salle Academy 1972 — 1976
High School
Signature Bank September 2007 - Present
North Fork Bank 1999 - 2007
Board Member YMCA 23rd t 2000 - 2003
nat west 1980 - 1999
bankers trust 1978 - 1999
NatWest Bank 1982 - 1986
Skills
Commercial Lending, Loans, Credit, Small Business Lending, Credit Analysis, Portfolio Management, Lines Of Credit, Banking, Mortgage Lending, Asset Based Lending, Consumer Lending, Financial Services, Investments, Real Estate Economics, Credit Risk, Risk Management, Cash Management, Negotiation, Due Diligence, Equities, Asset Management, Real Estate, Business Networking, Time Management, Networking, Sales, Leadership, Marketing, Team Building, Community Development, Recruiting, Alumni Affairs, Sponsorship Relations, Event Planning, Client Development, Manage Client..., Commercial Banking, Customer Relations, New Business Development
Education
pace 1976 — 1980
business/marketing
La Salle Academy 1972 — 1976
High School
Wayne Cancryn's Bankers Trust Experience November 1982 - April 1984
Job Senior Account Manager at AT&T
Industry Telecommunications
Experience
AT&T Mobility 1995 - Present
Bauman, Noonan & Associates April 1991 - September 1995
CFS June 1988 - August 1991
AXA Equitable April 1984 - June 1988
Bankers Trust November 1982 - April 1984
Education
Queens College
Political Science/Economics
AT&T Mobility 1995 - Present
Bauman, Noonan & Associates April 1991 - September 1995
CFS June 1988 - August 1991
AXA Equitable April 1984 - June 1988
Bankers Trust November 1982 - April 1984
Education
Queens College
Political Science/Economics
Evan C. Sharp's Bankers Trust Experience May 2005 - August 2005
Job Management Consultant at Accenture
Industry Management Consulting
Experience
Accenture August 2012 - Present
LINK Unlimited Scholars July 2014 - Present
Kellogg School of Management August 2010 - June 2012
Accenture June 2011 - August 2011
Goldman Sachs July 2007 - July 2010
Management Leadership for Tomorrow 2009 - 2010
Washington University in St. Louis 2006 - 2007
Sponsors for Educational Opportunity 2006 - 2006
Bankers Trust May 2005 - August 2005
Skills
Financial Modeling, Wealth Management, Strategic Financial..., Leadership, Finance, Strategy, Valuation, Financial Analysis, Corporate Finance, Management Consulting, Management, Business Strategy, Competitive Analysis, Consulting, Strategic Planning, Project Management, Data Analysis, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Management & Organizations, Entrepreneurship, Marketing
Washington University in St. Louis 2003 — 2007
BSBA, Finance, Accounting
Washington University in St. Louis - Olin Business School 2003 — 2007
BSBA, Finance, Accounting
Accenture August 2012 - Present
LINK Unlimited Scholars July 2014 - Present
Kellogg School of Management August 2010 - June 2012
Accenture June 2011 - August 2011
Goldman Sachs July 2007 - July 2010
Management Leadership for Tomorrow 2009 - 2010
Washington University in St. Louis 2006 - 2007
Sponsors for Educational Opportunity 2006 - 2006
Bankers Trust May 2005 - August 2005
Skills
Financial Modeling, Wealth Management, Strategic Financial..., Leadership, Finance, Strategy, Valuation, Financial Analysis, Corporate Finance, Management Consulting, Management, Business Strategy, Competitive Analysis, Consulting, Strategic Planning, Project Management, Data Analysis, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Management & Organizations, Entrepreneurship, Marketing
Washington University in St. Louis 2003 — 2007
BSBA, Finance, Accounting
Washington University in St. Louis - Olin Business School 2003 — 2007
BSBA, Finance, Accounting
Vinnie Costa's Bankers Trust Experience 1990 - 1999
Job Managing Director at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management April 2006 - Present
Merrill Lynch Investment Managers 1999 - 2006
Bankers Trust 1990 - 1999
Kidder Peabody 1986 - 1990
Skills
Equities, Portfolio Management, Asset Management, Hedge Funds, Alternative Investments, Fixed Income, Investments, Derivatives, Bloomberg, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1989 — 1993
MBA, Finance
Penn State University 1980 — 1985
BS, Quantitative Business Analysis
Voya Investment Management April 2006 - Present
Merrill Lynch Investment Managers 1999 - 2006
Bankers Trust 1990 - 1999
Kidder Peabody 1986 - 1990
Skills
Equities, Portfolio Management, Asset Management, Hedge Funds, Alternative Investments, Fixed Income, Investments, Derivatives, Bloomberg, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1989 — 1993
MBA, Finance
Penn State University 1980 — 1985
BS, Quantitative Business Analysis
Michele Sherr's Bankers Trust Experience March 1981 - May 1994
Job Human Resources Executive and Consultant
Industry Human Resources
Experience
Greater New York City area 2009 - Present
Swiss Re Financial Services Corp. 2000 - 2008
Rockefeller & Co. January 1996 - April 2000
MBS Consultants January 1995 - December 1995
Bankers Trust March 1981 - May 1994
Skills
Talent Acquisition, Deferred Compensation, Talent Management, Succession Planning, Employee Relations, Performance Management, Personnel Management, Executive Coaching, Real Estate, Recruiting, Coaching, Workforce Planning, Organizational..., HR Consulting, Onboarding, Organizational Design, Hiring, Policy, Human Resources, HRIS, Employee Engagement, Management
Education
Queens College
BA, English
Greater New York City area 2009 - Present
Swiss Re Financial Services Corp. 2000 - 2008
Rockefeller & Co. January 1996 - April 2000
MBS Consultants January 1995 - December 1995
Bankers Trust March 1981 - May 1994
Skills
Talent Acquisition, Deferred Compensation, Talent Management, Succession Planning, Employee Relations, Performance Management, Personnel Management, Executive Coaching, Real Estate, Recruiting, Coaching, Workforce Planning, Organizational..., HR Consulting, Onboarding, Organizational Design, Hiring, Policy, Human Resources, HRIS, Employee Engagement, Management
Education
Queens College
BA, English
Robert Moy's Bankers Trust Experience 1987 - 1990
Job VP at MOY & ASSOCIATES
Industry Information Technology and Services
Experience
MOY & ASSOCIATES January 1985 - Present
JP Morgan Chase July 2005 - December 2008
Chemical Bank / JPMorganChase October 1995 - July 2005
First Fidelity Bank January 1994 - October 1995
Chemical Bank December 1991 - January 1994
First Fidelity Bank January 1990 - December 1991
Bankers Trust 1987 - 1990
Education
Pace University - Lubin School of Business 1980 — 1984
BBA, Accounting and Information System
MOY & ASSOCIATES January 1985 - Present
JP Morgan Chase July 2005 - December 2008
Chemical Bank / JPMorganChase October 1995 - July 2005
First Fidelity Bank January 1994 - October 1995
Chemical Bank December 1991 - January 1994
First Fidelity Bank January 1990 - December 1991
Bankers Trust 1987 - 1990
Education
Pace University - Lubin School of Business 1980 — 1984
BBA, Accounting and Information System
Mike Galak's Bankers Trust Experience 1994 - 1995
Job Manager at MLT
Industry Computer Software
Experience
MLT VPMega Link Technologies, Inc.1997 - Present
First Data Corporation 1996 - 2005
Reuters 1995 - 1996
Bankers Trust 1994 - 1995
Bank of America January 1989 - January 1994
Skills
Software Development, Program Management, Product Management
Education
NEW YORK INSTITUTE OF FINANCE 1992 — 1994
Fundamentals of the Securities Industry
Odessa National 'I.I. Mecnikov' University 1971 — 1976
MS, Applied Math
MLT VPMega Link Technologies, Inc.1997 - Present
First Data Corporation 1996 - 2005
Reuters 1995 - 1996
Bankers Trust 1994 - 1995
Bank of America January 1989 - January 1994
Skills
Software Development, Program Management, Product Management
Education
NEW YORK INSTITUTE OF FINANCE 1992 — 1994
Fundamentals of the Securities Industry
Odessa National 'I.I. Mecnikov' University 1971 — 1976
MS, Applied Math
Michele Gesser's Bankers Trust Experience 1993 - 1994
Job Chief Risk Officer at First New York Securities
Industry Capital Markets
Experience
First New York Securities April 2011 - Present
First New York Securities April 2010 - April 2011
Palladian Valuations January 2009 - April 2009
UBS Investment Bank 2007 - 2008
Merrill Lynch August 1998 - February 2007
Bankers Trust 1993 - 1994
Skills
Trading, Valuation, Fixed Income, Derivatives, Bonds, Risk Management, Bloomberg, Hedge Funds, Financial Structuring, Interest Rate..., Capital Markets, Structured Products, Options, Financial Risk, Financial Markets, Equities, Prime Brokerage, Investment Banking, Credit Derivatives, Equity Derivatives, Proprietary Trading, Swaps, Alternative Investments, FX Options, Hedging, Series 24, Series 7, Series 63
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Pace University
BBA, Finance
First New York Securities April 2011 - Present
First New York Securities April 2010 - April 2011
Palladian Valuations January 2009 - April 2009
UBS Investment Bank 2007 - 2008
Merrill Lynch August 1998 - February 2007
Bankers Trust 1993 - 1994
Skills
Trading, Valuation, Fixed Income, Derivatives, Bonds, Risk Management, Bloomberg, Hedge Funds, Financial Structuring, Interest Rate..., Capital Markets, Structured Products, Options, Financial Risk, Financial Markets, Equities, Prime Brokerage, Investment Banking, Credit Derivatives, Equity Derivatives, Proprietary Trading, Swaps, Alternative Investments, FX Options, Hedging, Series 24, Series 7, Series 63
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Pace University
BBA, Finance
Russ Opferkuch's Bankers Trust Experience August 1989 - August 2000
Job Group Managing Director, Aon Property Risk Consulting, Inc.
Industry Insurance
Experience
Aon Risk Solutions August 2000 - Present
Bankers Trust August 1989 - August 2000
Coopers & Lybrand August 1987 - August 1989
Joseph E. Seagram & Sons, Inc. March 1978 - August 1987
Improved Risk Mutual January 1972 - March 1978
Education
Pace University 1972 — 1979
MBA, Professional Management
Stony Brook University 1967 — 1971
BS, Engineering
Aon Risk Solutions August 2000 - Present
Bankers Trust August 1989 - August 2000
Coopers & Lybrand August 1987 - August 1989
Joseph E. Seagram & Sons, Inc. March 1978 - August 1987
Improved Risk Mutual January 1972 - March 1978
Education
Pace University 1972 — 1979
MBA, Professional Management
Stony Brook University 1967 — 1971
BS, Engineering
Jeffrey Bisig's Bankers Trust Experience 1992 - 1999
Job Managing Director at Deutsche Bank
Industry Banking
Experience
Deutsche Bank Managing DirectorDeutsche BankMarch 2015 - Present
Bankers Trust 1992 - 1999
Education
Northwestern University - Kellogg School of Management 2008 — 2008
EDP, Executive Development
Vanderbilt University 1987 — 1991
BS 1991, Economics
Deutsche Bank Managing DirectorDeutsche BankMarch 2015 - Present
Bankers Trust 1992 - 1999
Education
Northwestern University - Kellogg School of Management 2008 — 2008
EDP, Executive Development
Vanderbilt University 1987 — 1991
BS 1991, Economics
Frank Fuchs's Bankers Trust Experience August 1999 - July 2000
Job Social Software Program Manger
Industry Computer Software
Experience
IBM June 2008 - Present
IBM August 2001 - July 2008
IBM August 2000 - August 2001
Bankers Trust August 1999 - July 2000
Bankers Trust February 1998 - August 1999
Bankers Trust June 1996 - February 1998
Bankers Trust June 1994 - June 1996
Skills
Solution Architecture, SDLC, Integration, Databases, Social Project..., Program Management, Project Management, Community Management, Social Process..., Social Process Designer, Social Platform..., Chief Social Evangelist, Social Business Strategy, Social Media Training, Collaboration, Community Strategist, Architecture
Education
Pace University 1985 — 1987
Computer Science
Westchester Community College 1983 — 1985
Computer Science
IBM June 2008 - Present
IBM August 2001 - July 2008
IBM August 2000 - August 2001
Bankers Trust August 1999 - July 2000
Bankers Trust February 1998 - August 1999
Bankers Trust June 1996 - February 1998
Bankers Trust June 1994 - June 1996
Skills
Solution Architecture, SDLC, Integration, Databases, Social Project..., Program Management, Project Management, Community Management, Social Process..., Social Process Designer, Social Platform..., Chief Social Evangelist, Social Business Strategy, Social Media Training, Collaboration, Community Strategist, Architecture
Education
Pace University 1985 — 1987
Computer Science
Westchester Community College 1983 — 1985
Computer Science
Terence Toth's Bankers Trust Experience 1986 - 1994
Job Partner at Promus Capital
Industry Financial Services
Experience
Promus Capital 2008 - Present
Northern Trust Global Investments June 1994 - June 2007
Bankers Trust 1986 - 1994
Education
Northwestern University - Kellogg School of Management 2006 — 2007
CEO Perpspectives Program
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA
University of Illinois at Urbana-Champaign 1978 — 1981
B.S., Finance
Promus Capital 2008 - Present
Northern Trust Global Investments June 1994 - June 2007
Bankers Trust 1986 - 1994
Education
Northwestern University - Kellogg School of Management 2006 — 2007
CEO Perpspectives Program
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA
University of Illinois at Urbana-Champaign 1978 — 1981
B.S., Finance
Joanne Desocio, PMP's Bankers Trust Experience 1990 - 1994
Job Vice President at SunGard Financial Systems
Industry Financial Services
Experience
SunGard Financial Systems June 2015 - Present
Barclays Capital 2008 - May 2015
Lehman Brothers 1994 - 2008
Bankers Trust 1990 - 1994
Skills
Financial Services, AML, Trading Systems, Risk Management, Capital Markets, Sybase, Derivatives, SDLC, Fixed Income, Investment Banking, Asset Management, Prime Brokerage, Project Management, Equities, Back Office
Education
PMI - Project Management Institute
PMP Certification, Project Management
Pace University
SunGard Financial Systems June 2015 - Present
Barclays Capital 2008 - May 2015
Lehman Brothers 1994 - 2008
Bankers Trust 1990 - 1994
Skills
Financial Services, AML, Trading Systems, Risk Management, Capital Markets, Sybase, Derivatives, SDLC, Fixed Income, Investment Banking, Asset Management, Prime Brokerage, Project Management, Equities, Back Office
Education
PMI - Project Management Institute
PMP Certification, Project Management
Pace University
Matt Prendergast's Bankers Trust Experience March 1982 - June 1985
Job US Investments at Anbang Insurance Group
Industry Financial Services
Experience
ANBANG INSURANCE Group Co., LTD. August 2015 - Present
Atateka Partners LLC September 2008 - July 2015
Bear Stearns March 2006 - September 2008
GE Capital Markets August 2000 - March 2006
Financial Guaranty Insurance Company June 1992 - August 2000
Bank of New York October 1989 - June 1992
L.F. Rothschild February 1987 - October 1989
Citibank June 1985 - February 1987
Bankers Trust March 1982 - June 1985
Standard Chartered Bank June 1980 - March 1982
Skills
Investment Banking, M&A Advisory, Strategic Planning, Corporate Development, Risk Management, Insurance, Reinsurance, Project Management, Capital Management, Capital Markets, Financial Institutions, Origination, Due Diligence, Corporate Finance, Credit, Credit Risk, Capital Raises, Private Equity, New Business Development, Business Development, Insurance Linked..., Leadership, Negotiation, Investments, Mergers & Acquisitions, Management, Private Placements, Financial Markets, Executive Management, Capital, Strategy, Financial Advisory, Financial Services, Banking, Alternative Investments, Asset Management, Asset Managment, Bloomberg, Derivatives, Emerging Markets, Enterprise Risk..., Equities, Finance, Financial Analysis, Financial Modeling, Financial Risk, Financial Structuring, Fixed Income, Hedge Funds, IPO
Education
Pace University 1976 — 1981
BBA, Public Accounting
ANBANG INSURANCE Group Co., LTD. August 2015 - Present
Atateka Partners LLC September 2008 - July 2015
Bear Stearns March 2006 - September 2008
GE Capital Markets August 2000 - March 2006
Financial Guaranty Insurance Company June 1992 - August 2000
Bank of New York October 1989 - June 1992
L.F. Rothschild February 1987 - October 1989
Citibank June 1985 - February 1987
Bankers Trust March 1982 - June 1985
Standard Chartered Bank June 1980 - March 1982
Skills
Investment Banking, M&A Advisory, Strategic Planning, Corporate Development, Risk Management, Insurance, Reinsurance, Project Management, Capital Management, Capital Markets, Financial Institutions, Origination, Due Diligence, Corporate Finance, Credit, Credit Risk, Capital Raises, Private Equity, New Business Development, Business Development, Insurance Linked..., Leadership, Negotiation, Investments, Mergers & Acquisitions, Management, Private Placements, Financial Markets, Executive Management, Capital, Strategy, Financial Advisory, Financial Services, Banking, Alternative Investments, Asset Management, Asset Managment, Bloomberg, Derivatives, Emerging Markets, Enterprise Risk..., Equities, Finance, Financial Analysis, Financial Modeling, Financial Risk, Financial Structuring, Fixed Income, Hedge Funds, IPO
Education
Pace University 1976 — 1981
BBA, Public Accounting
Herman Ling's Bankers Trust Experience 1993 - 1995
Job Manager Technology Operations
Industry Information Technology and Services
Experience
Cablevision Lightpath May 2009 - Present
Lehman Brothers 2001 - 2008
Coreon Inc. 1999 - 2001
AT&T 1995 - 1999
Bankers Trust 1993 - 1995
Education
Pace University - Lubin School of Business 2000 — 2003
MBA, Financial Management
Syracuse University 1989 — 1993
BS, Electrical Engineering
Cablevision Lightpath May 2009 - Present
Lehman Brothers 2001 - 2008
Coreon Inc. 1999 - 2001
AT&T 1995 - 1999
Bankers Trust 1993 - 1995
Education
Pace University - Lubin School of Business 2000 — 2003
MBA, Financial Management
Syracuse University 1989 — 1993
BS, Electrical Engineering
Mary Grace Estacio's Bankers Trust Experience October 1990 - July 1993
Job Project Manager (Consultant)
Industry Information Technology and Services
Experience
Financial Company December 2014 - Present
Morgan Stanley June 2010 - May 2014
Morgan Stanley July 2005 - June 2010
Morgan Stanley January 2004 - June 2005
Credit Suisse September 2000 - December 2003
KPMG May 1999 - September 2000
Morgan Stanley July 1993 - May 1999
Bankers Trust October 1990 - July 1993
Smith Barney March 1989 - October 1990
Skills
Project Management, Global Implementations, Vendor Management, Resource Management, Strategic Planning, SDLC, Organizational..., Conflict Resolution, Cross Functional..., System Migration, System Testing, User Acceptance Testing, System Integration..., IT Strategy, Business Analysis, ERP, Software Implementation..., Workday, PeopleSoft, Sybase, Investment Banking, Risk Management, Reference Data, Requirements Analysis, Management, Agile Methodologies, Process Improvement, Software Project..., Change Management, Business Process, Consulting, Integration, Analysis
Education
Pace University 1981 — 1985
Bachelor of Business Administration (BBA), Management Information Systems and Services
Pace University - Lubin School of Business
Financial Company December 2014 - Present
Morgan Stanley June 2010 - May 2014
Morgan Stanley July 2005 - June 2010
Morgan Stanley January 2004 - June 2005
Credit Suisse September 2000 - December 2003
KPMG May 1999 - September 2000
Morgan Stanley July 1993 - May 1999
Bankers Trust October 1990 - July 1993
Smith Barney March 1989 - October 1990
Skills
Project Management, Global Implementations, Vendor Management, Resource Management, Strategic Planning, SDLC, Organizational..., Conflict Resolution, Cross Functional..., System Migration, System Testing, User Acceptance Testing, System Integration..., IT Strategy, Business Analysis, ERP, Software Implementation..., Workday, PeopleSoft, Sybase, Investment Banking, Risk Management, Reference Data, Requirements Analysis, Management, Agile Methodologies, Process Improvement, Software Project..., Change Management, Business Process, Consulting, Integration, Analysis
Education
Pace University 1981 — 1985
Bachelor of Business Administration (BBA), Management Information Systems and Services
Pace University - Lubin School of Business
Sue Lund Photography's Bankers Trust Experience 1984 - 1985
Job Specializing in Bar and Bat Mitzvah Events
Industry Photography
Experience
Sue Lund Photography September 1993 - Present
FGIC 1987 - 1991
Bankers Trust 1984 - 1985
Skills
Juggler, Clown, College basketball..., Event Photography, Wedding Photography, Weddings, Portraits, Photography, Photos, Babies, Senior Portraits, Bar/Bat Mitzvahs, On Location, Family Photography, Anniversaries, Commercial Photography, Studio Photography, Event Planning, Portrait Photography, Juggling, Headshots, Layout, Small Business, Celebrations, Nonprofits, Corporate Events, Parties, Advertising, Negotiation, Photojournalism, Fine Art Photography, Architectural..., Fashion Photography, Trade Shows, Lifestyle, Image Editing, Digital Photography, Wedding Planning, Videography, Fine Art, Magazines, Books, Camera, Creative Direction, Mac, Editorial, Brochures, Social Networking, Multimedia, Documentaries
Education
Pace University - Lubin School of Business 1987 — 1991
MBA, Accounting
Tufts University 1980 — 1984
BA, Economics
Sue Lund Photography September 1993 - Present
FGIC 1987 - 1991
Bankers Trust 1984 - 1985
Skills
Juggler, Clown, College basketball..., Event Photography, Wedding Photography, Weddings, Portraits, Photography, Photos, Babies, Senior Portraits, Bar/Bat Mitzvahs, On Location, Family Photography, Anniversaries, Commercial Photography, Studio Photography, Event Planning, Portrait Photography, Juggling, Headshots, Layout, Small Business, Celebrations, Nonprofits, Corporate Events, Parties, Advertising, Negotiation, Photojournalism, Fine Art Photography, Architectural..., Fashion Photography, Trade Shows, Lifestyle, Image Editing, Digital Photography, Wedding Planning, Videography, Fine Art, Magazines, Books, Camera, Creative Direction, Mac, Editorial, Brochures, Social Networking, Multimedia, Documentaries
Education
Pace University - Lubin School of Business 1987 — 1991
MBA, Accounting
Tufts University 1980 — 1984
BA, Economics
Laurent C. Paris's Bankers Trust Experience 1989 - 1999
Job Managing Director at GE Antares
Industry Financial Services
Experience
GE Antares 2000 - Present
Bankers Trust 1989 - 1999
Skills
Private Equity, Leveraged Finance, Financial Structuring, Investment Banking, Mezzanine, Mergers & Acquisitions, Portfolio Management, Capital Markets, Asset Management, Venture Capital, LBO, Corporate Finance, Valuation, Corporate Development, Structured Finance, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA
Queens College 1981 — 1985
Bachelor’s Degree, Economics
GE Antares 2000 - Present
Bankers Trust 1989 - 1999
Skills
Private Equity, Leveraged Finance, Financial Structuring, Investment Banking, Mezzanine, Mergers & Acquisitions, Portfolio Management, Capital Markets, Asset Management, Venture Capital, LBO, Corporate Finance, Valuation, Corporate Development, Structured Finance, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA
Queens College 1981 — 1985
Bachelor’s Degree, Economics
M. Susan Van Bergen's Bankers Trust Experience September 1996 - May 1998
Job Director of Client Relations at Steinberg Global Asset Management
Industry Investment Management
Experience
Steinberg Global Asset Management August 2014 - Present
Levitt Capital Management, LLC June 2004 - June 2014
Wachovia Bank May 1999 - May 2004
Bankers Trust September 1996 - May 1998
Citibank June 1990 - September 1996
Algemene Bank 1987 - 1990
Skills
Wealth Management..., Investments, Investment Advisory, Wealth Management, Portfolio Management, Investment Management, Asset Management, Private Banking, Alternative Investments, High Net Worth..., Equities, Series 63, Capital Markets, Hedge Funds, Fixed Income, Securities, Structured Products, Financial Structuring, Wealth, Asset Allocation
Education
Mount Saint Mary Academy
Notre Dame of Maryland University
BA, Finance
Steinberg Global Asset Management August 2014 - Present
Levitt Capital Management, LLC June 2004 - June 2014
Wachovia Bank May 1999 - May 2004
Bankers Trust September 1996 - May 1998
Citibank June 1990 - September 1996
Algemene Bank 1987 - 1990
Skills
Wealth Management..., Investments, Investment Advisory, Wealth Management, Portfolio Management, Investment Management, Asset Management, Private Banking, Alternative Investments, High Net Worth..., Equities, Series 63, Capital Markets, Hedge Funds, Fixed Income, Securities, Structured Products, Financial Structuring, Wealth, Asset Allocation
Education
Mount Saint Mary Academy
Notre Dame of Maryland University
BA, Finance
Ernest Porchetta's Bankers Trust Experience 1988 - 1992
Job SVP at HSH Nordbank
Industry Financial Services
Experience
HSH Nordbank Risk ManagementLehman Brothers1992 - 1994
Bankers Trust 1988 - 1992
Education
Queens College 1984 — 1988
BA, Computer Science
HSH Nordbank Risk ManagementLehman Brothers1992 - 1994
Bankers Trust 1988 - 1992
Education
Queens College 1984 — 1988
BA, Computer Science
Anthony Monaco's Bankers Trust Experience 1997 - 1999
Job Managing Director/Senior Vice President Head of Equity Finance & Prime Brokerage at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities May 2015 - Present
Newedge USA LLC February 2005 - June 2014
Charles Schwab & Co. September 2003 - October 2004
ABN AMRO January 2001 - February 2003
ING Barings July 1999 - January 2001
Bankers Trust 1997 - 1999
Cowen & Comp. April 1991 - June 1997
Skills
Equities, Fixed Income, Derivatives, Hedge Funds, Securities, Capital Markets, Prime Brokerage, Series 7, Trading, Trading Systems, Options, Bloomberg, Financial Markets, Electronic Trading, Management, Equity Derivatives, Investment Banking, Series 63, Alternative Investments, Middle Office
Education
Pace University - Lubin School of Business 1978 — 1982
Wedbush Securities May 2015 - Present
Newedge USA LLC February 2005 - June 2014
Charles Schwab & Co. September 2003 - October 2004
ABN AMRO January 2001 - February 2003
ING Barings July 1999 - January 2001
Bankers Trust 1997 - 1999
Cowen & Comp. April 1991 - June 1997
Skills
Equities, Fixed Income, Derivatives, Hedge Funds, Securities, Capital Markets, Prime Brokerage, Series 7, Trading, Trading Systems, Options, Bloomberg, Financial Markets, Electronic Trading, Management, Equity Derivatives, Investment Banking, Series 63, Alternative Investments, Middle Office
Education
Pace University - Lubin School of Business 1978 — 1982
Marie Minardo's Bankers Trust Experience August 1992 - September 1999
Job Managing Director, Internal Audit Capital Markets
Industry Financial Services
Experience
Barclays September 2010 - Present
Merrill Lynch October 1999 - August 2010
Bankers Trust August 1992 - September 1999
Skills
Risk Management, Operational Risk, Auditing, Sarbanes-Oxley Act, Capital Markets, Financial Analysis, Enterprise Risk..., Internal Audit, Financial Risk, Investment Banking, Equities, Fixed Income
Education
Pace University - Lubin School of Business 1998 — 2003
MBA, Finance
Pace University - Lubin School of Business 1990 — 1994
BBA, Public Accounting
Barclays September 2010 - Present
Merrill Lynch October 1999 - August 2010
Bankers Trust August 1992 - September 1999
Skills
Risk Management, Operational Risk, Auditing, Sarbanes-Oxley Act, Capital Markets, Financial Analysis, Enterprise Risk..., Internal Audit, Financial Risk, Investment Banking, Equities, Fixed Income
Education
Pace University - Lubin School of Business 1998 — 2003
MBA, Finance
Pace University - Lubin School of Business 1990 — 1994
BBA, Public Accounting
Ernest Bonsell's Bankers Trust Experience 1989 - 1999
Job SVP Product Engineering at Reval
Industry Financial Services
Experience
Reval 1999 - Present
Bankers Trust 1989 - 1999
Education
Princeton University 1982 — 1986
BSE, Computer Science
Reval 1999 - Present
Bankers Trust 1989 - 1999
Education
Princeton University 1982 — 1986
BSE, Computer Science
Earl Roosa's Bankers Trust Experience March 1996 - December 1999
Job VP, Build Engineer, Test Manager at Bank of New York Mellon
Industry Information Technology and Services
Experience
Bank of New York Mellon May 2009 - Present
The Bank of New York Mellon January 2000 - January 2009
Bankers Trust March 1996 - December 1999
Idom, Inc November 1992 - February 1996
First American Bank 1986 - 1992
Societe Generale 1982 - 1984
Skills
Release Management, Software Project..., SDLC, Windows, HTML, User Acceptance Testing, C++, Business Analysis, SQL
Education
Otterbein University 1969 — 1972
BA, Speech-Theatre
XHS
Bank of New York Mellon May 2009 - Present
The Bank of New York Mellon January 2000 - January 2009
Bankers Trust March 1996 - December 1999
Idom, Inc November 1992 - February 1996
First American Bank 1986 - 1992
Societe Generale 1982 - 1984
Skills
Release Management, Software Project..., SDLC, Windows, HTML, User Acceptance Testing, C++, Business Analysis, SQL
Education
Otterbein University 1969 — 1972
BA, Speech-Theatre
XHS
Mary Tallent's Bankers Trust Experience September 1994 - September 1996
Job Project Manager, Logistic Systems
Industry Computer Software
Experience
Logistic Systems November 2002 - Present
JP Morgan November 1998 - April 2002
New York Public Library 1996 - 1998
Bankers Trust September 1994 - September 1996
Chemical Bank September 1987 - 1994
Westchester Federal Savings Bank 1982 - 1987
Skills
Requirements Analysis, Agile Methodologies, Software Documentation, Project Management, Software Development, Databases, Microsoft SQL Server, SQL, PMP, Quality Assurance, Technical Documentation, Team Leadership, Business Analysis, Microsoft Office, Program Management, SDLC, Leadership
Education
Pace University - Lubin School of Business 1982 — 1987
MBA, Management Information Systems
Siena College 1977 — 1981
BS, marketing
Logistic Systems November 2002 - Present
JP Morgan November 1998 - April 2002
New York Public Library 1996 - 1998
Bankers Trust September 1994 - September 1996
Chemical Bank September 1987 - 1994
Westchester Federal Savings Bank 1982 - 1987
Skills
Requirements Analysis, Agile Methodologies, Software Documentation, Project Management, Software Development, Databases, Microsoft SQL Server, SQL, PMP, Quality Assurance, Technical Documentation, Team Leadership, Business Analysis, Microsoft Office, Program Management, SDLC, Leadership
Education
Pace University - Lubin School of Business 1982 — 1987
MBA, Management Information Systems
Siena College 1977 — 1981
BS, marketing
Brian Wyckoff's Bankers Trust Experience 1982 - 1986
Job Financial Services Professional
Industry Financial Services
Experience
Citigroup 1991 - 2009
Citibank 1986 - 1991
Bankers Trust 1982 - 1986
Education
Pace University - Lubin School of Business 1982 — 1986
MBA, Finance
Syracuse University 1978 — 1982
BS, Finance, Marketing
Syracuse University - Martin J. Whitman School of Management 1978 — 1982
BS, Finance and Marketing
Citigroup 1991 - 2009
Citibank 1986 - 1991
Bankers Trust 1982 - 1986
Education
Pace University - Lubin School of Business 1982 — 1986
MBA, Finance
Syracuse University 1978 — 1982
BS, Finance, Marketing
Syracuse University - Martin J. Whitman School of Management 1978 — 1982
BS, Finance and Marketing
Larry Freund's Bankers Trust Experience February 1994 - October 1995
Job Consultant
Industry Information Technology and Services
Experience
Bloomberg December 2012 - October 2013
Bank of Montreal May 2010 - December 2012
Bank of Montreal September 2009 - June 2010
FreundStuff, LLC October 2006 - September 2009
Citigroup 2004 - October 2006
Knight Financial Products July 2001 - 2004
Iris Financial November 1999 - July 2001
Optimark June 1998 - November 1999
Lehman Brothers October 1995 - May 1998
Bankers Trust February 1994 - October 1995
Skills
Perl, Linux, XML, Unix, Distributed Systems, Java, Databases, SQL, C++, C#, Software Development, Integration, Requirements Analysis, SDLC, C, Multithreading, Electronic Trading, Derivatives, Operating Systems, Market Data, Trading, Options, Fixed Income, FX Options, Commodity, Enterprise Architecture, Equities, Trading Systems, Low Latency, Agile Methodologies, SOA, Solaris, Sybase, Equity Derivatives, Software Project..., Market Risk
Education
Queens College 1985 — 1986
Yeshiva University 1981 — 1984
Bloomberg December 2012 - October 2013
Bank of Montreal May 2010 - December 2012
Bank of Montreal September 2009 - June 2010
FreundStuff, LLC October 2006 - September 2009
Citigroup 2004 - October 2006
Knight Financial Products July 2001 - 2004
Iris Financial November 1999 - July 2001
Optimark June 1998 - November 1999
Lehman Brothers October 1995 - May 1998
Bankers Trust February 1994 - October 1995
Skills
Perl, Linux, XML, Unix, Distributed Systems, Java, Databases, SQL, C++, C#, Software Development, Integration, Requirements Analysis, SDLC, C, Multithreading, Electronic Trading, Derivatives, Operating Systems, Market Data, Trading, Options, Fixed Income, FX Options, Commodity, Enterprise Architecture, Equities, Trading Systems, Low Latency, Agile Methodologies, SOA, Solaris, Sybase, Equity Derivatives, Software Project..., Market Risk
Education
Queens College 1985 — 1986
Yeshiva University 1981 — 1984
KEVIN LEVINS's Bankers Trust Experience 1974 - 1987
Job Program Manager Senior Financial Analyst at U.S. Department of Transportation (DOT)
Industry Government Administration
Experience
U.S. Department of Transportation (DOT) October 2010 - Present
KTL Enterprises, LLC October 1997 - November 2008
CITIBANK April 1987 - July 1997
BANKERS TRUST COMPANY April 1974 - April 1987
bankers trust 1974 - 1987
Skills
Corporate Finance, Banking, Credit, Commercial Banking, Credit Analysis, Financial Risk, Credit Risk, Loans, Portfolio Management
Education
Quinlan School of Business, Loyola University Chicago 1971 — 1972
MBA, FINANCIAL MANAGEMENT
St. Joseph's College (IN) 1965 — 1969
BS, FINANCE
U.S. Department of Transportation (DOT) October 2010 - Present
KTL Enterprises, LLC October 1997 - November 2008
CITIBANK April 1987 - July 1997
BANKERS TRUST COMPANY April 1974 - April 1987
bankers trust 1974 - 1987
Skills
Corporate Finance, Banking, Credit, Commercial Banking, Credit Analysis, Financial Risk, Credit Risk, Loans, Portfolio Management
Education
Quinlan School of Business, Loyola University Chicago 1971 — 1972
MBA, FINANCIAL MANAGEMENT
St. Joseph's College (IN) 1965 — 1969
BS, FINANCE
Tom Hyer's Bankers Trust Experience 1994 - 1999
Job Engineer at Interactive Brokers
Industry Investment Banking
Experience
Interactive Brokers August 2015 - Present
HBK Capital Management January 2013 - 2015
BTG Pactual October 2011 - June 2012
UBS Investment Bank 2009 - September 2011
First Union August 1999 - February 2001
Bankers Trust 1994 - 1999
Skills
Quantitative Finance, Monte Carlo Simulation, Interest Rate..., Derivatives, Interest Rate Swaps, Fixed Income, Quantitative Analytics, FX Options, Prediction, Credit Derivatives, Volatility, Emerging Markets, Investment Banking, Equity Derivatives, Quantitative Research
Education
Stanford University 1989 — 1994
PhD, Physics
Rice University 1985 — 1989
BA, Physics, Mathematics
Math Olympiad Program 1984 — 1985
Interactive Brokers August 2015 - Present
HBK Capital Management January 2013 - 2015
BTG Pactual October 2011 - June 2012
UBS Investment Bank 2009 - September 2011
First Union August 1999 - February 2001
Bankers Trust 1994 - 1999
Skills
Quantitative Finance, Monte Carlo Simulation, Interest Rate..., Derivatives, Interest Rate Swaps, Fixed Income, Quantitative Analytics, FX Options, Prediction, Credit Derivatives, Volatility, Emerging Markets, Investment Banking, Equity Derivatives, Quantitative Research
Education
Stanford University 1989 — 1994
PhD, Physics
Rice University 1985 — 1989
BA, Physics, Mathematics
Math Olympiad Program 1984 — 1985
Monica McSharry's Bankers Trust Experience 1993 - 1995
Job Senior Program Manager at New York University
Industry Higher Education
Experience
New York University May 2010 - Present
JPMorgan Chase February 2007 - June 2009
JPMorgan Chase 2007 - 2009
jpmorganchase 1996 - 2009
JPMorgan Chase 2002 - 2006
JPMorgan Chase 1996 - 2006
Chase 1996 - 2006
Chase Manhattan Bank 1996 - 2006
Bankers Trust 1993 - 1995
Skills
Project Management, PMP, Business Process..., Root Cause Analysis, Systems Management, Program Management, Change Management, IT Strategy, ITIL, Business Analysis, Project Planning, Software Project..., Leadership, SDLC, Strategy, CRM, Requirements Analysis, Visio, Needs Analysis, PMO, Vendor Management, Incident Management, Process Improvement, Risk Management, IT Management
Education
Pace University-Pleasantville/Briarcliff Campus 1984 — 1987
BS, Computer Science
New York University May 2010 - Present
JPMorgan Chase February 2007 - June 2009
JPMorgan Chase 2007 - 2009
jpmorganchase 1996 - 2009
JPMorgan Chase 2002 - 2006
JPMorgan Chase 1996 - 2006
Chase 1996 - 2006
Chase Manhattan Bank 1996 - 2006
Bankers Trust 1993 - 1995
Skills
Project Management, PMP, Business Process..., Root Cause Analysis, Systems Management, Program Management, Change Management, IT Strategy, ITIL, Business Analysis, Project Planning, Software Project..., Leadership, SDLC, Strategy, CRM, Requirements Analysis, Visio, Needs Analysis, PMO, Vendor Management, Incident Management, Process Improvement, Risk Management, IT Management
Education
Pace University-Pleasantville/Briarcliff Campus 1984 — 1987
BS, Computer Science
Lou Ponce's Bankers Trust Experience 1969 - 1974
Job Manager, Management Systems Development at The Ford Foundation
Industry Nonprofit Organization Management
Experience
The Ford Foundation May 1989 - Present
Thomson Reuters 1983 - 1989
Home Box Office 1980 - 1983
Continental Can Company 1978 - 1980
Manufacturers Hanover Trust 1974 - 1976
Bankers Trust 1969 - 1974
Skills
Project Management, Vendor Management, Program Management, Business Analysis, IT Operations, IT Management, Nonprofits, Philanthropy, SharePoint, Governance, Disaster Recovery, Fundraising, Data Center, Integration, Grants, ITIL, Information Management, Business Intelligence
Education
Pace University 1971 — 1975
BBA, Information Technology, Marketing
The Ford Foundation May 1989 - Present
Thomson Reuters 1983 - 1989
Home Box Office 1980 - 1983
Continental Can Company 1978 - 1980
Manufacturers Hanover Trust 1974 - 1976
Bankers Trust 1969 - 1974
Skills
Project Management, Vendor Management, Program Management, Business Analysis, IT Operations, IT Management, Nonprofits, Philanthropy, SharePoint, Governance, Disaster Recovery, Fundraising, Data Center, Integration, Grants, ITIL, Information Management, Business Intelligence
Education
Pace University 1971 — 1975
BBA, Information Technology, Marketing
Robert Samuel's Bankers Trust Experience 1989 - 1993
Job Vice President at Bank of New York Mellon
Industry Banking
Experience
Bank of New York Mellon 2007 - Present
FOR Consulting Group 2004 - 2007
Logic International Consulting 2001 - 2004
National Healthcare Resources 1999 - 2001
THI - Financial Software and Consultancy 1995 - 1999
Union Bank of Switzerland 1993 - 1995
Bankers Trust 1989 - 1993
Skills
Derivatives, Capital Markets, Fixed Income, Equities, SDLC, Financial Services, Bloomberg, Hedge Funds, Bonds, Analysis, Equity Derivatives, Structured Products, Trading, Portfolio Management, Risk Management
Education
Queens College
Bachelor's Degree, Mathematics & Computer Science
Bank of New York Mellon 2007 - Present
FOR Consulting Group 2004 - 2007
Logic International Consulting 2001 - 2004
National Healthcare Resources 1999 - 2001
THI - Financial Software and Consultancy 1995 - 1999
Union Bank of Switzerland 1993 - 1995
Bankers Trust 1989 - 1993
Skills
Derivatives, Capital Markets, Fixed Income, Equities, SDLC, Financial Services, Bloomberg, Hedge Funds, Bonds, Analysis, Equity Derivatives, Structured Products, Trading, Portfolio Management, Risk Management
Education
Queens College
Bachelor's Degree, Mathematics & Computer Science
Shabnam Singh's Bankers Trust Experience May 1990 - February 1991
Job Database Professional
Industry Financial Services
Experience
Intercontinental Exchange April 2013 - April 2015
TradeWeb January 1998 - April 2013
Empire Blue Cross Blue Shield September 1996 - December 1997
Leake and Watts Services, Inc. June 1993 - September 1996
Edward Blank Associates April 1991 - June 1993
Edward Blank Assoc Inc April 1991 - June 1993
Bankers Trust May 1990 - February 1991
City of New York, Recycling January 1989 - May 1990
Skills
T-SQL, Databases, Market Data, Microsoft SQL Server, Perl, Database Design, Unix, Trading Systems, Electronic Trading, SQL, ETL, SDLC, SSIS, SQL Tuning, Sybase
Education
Queens College
Bachelor’s Degree, Computer Science
Intercontinental Exchange April 2013 - April 2015
TradeWeb January 1998 - April 2013
Empire Blue Cross Blue Shield September 1996 - December 1997
Leake and Watts Services, Inc. June 1993 - September 1996
Edward Blank Associates April 1991 - June 1993
Edward Blank Assoc Inc April 1991 - June 1993
Bankers Trust May 1990 - February 1991
City of New York, Recycling January 1989 - May 1990
Skills
T-SQL, Databases, Market Data, Microsoft SQL Server, Perl, Database Design, Unix, Trading Systems, Electronic Trading, SQL, ETL, SDLC, SSIS, SQL Tuning, Sybase
Education
Queens College
Bachelor’s Degree, Computer Science
Lewis Stark's Bankers Trust Experience October 1993 - August 1994
Job Pastor at Woodstock Church of the Nazarene
Industry Religious Institutions
Experience
Woodstock Church of the Nazarene December 2011 - Present
Calvary Church June 2006 - September 2008
First Church of the Nazarene June 2002 - June 2006
Deloitte Consulting January 1997 - May 2002
Bankers Trust October 1993 - August 1994
Skills
Nonprofits, Biblical Studies, Discipleship, Religion, Event Planning, Church Events, Preaching, Pastoral Care, Youth Ministry, Pastoral Counseling, Missions, Theology, Community Outreach, Gospel, Church Growth, Evangelism, Public Speaking, Volunteer Management
Education
Trevecca Nazarene University 2002 — 2006
MA, Religion
Regent University 1994 — 1996
MA, Communications
Olivet Nazarene University 1985 — 1989
BA, Communications
Woodstock Church of the Nazarene December 2011 - Present
Calvary Church June 2006 - September 2008
First Church of the Nazarene June 2002 - June 2006
Deloitte Consulting January 1997 - May 2002
Bankers Trust October 1993 - August 1994
Skills
Nonprofits, Biblical Studies, Discipleship, Religion, Event Planning, Church Events, Preaching, Pastoral Care, Youth Ministry, Pastoral Counseling, Missions, Theology, Community Outreach, Gospel, Church Growth, Evangelism, Public Speaking, Volunteer Management
Education
Trevecca Nazarene University 2002 — 2006
MA, Religion
Regent University 1994 — 1996
MA, Communications
Olivet Nazarene University 1985 — 1989
BA, Communications
Frank Roughan's Bankers Trust Experience February 1998 - June 1999
Job Director at Guggenheim Securities
Industry Banking
Experience
Guggenheim Securities April 2010 - Present
LBBW Securities April 2007 - April 2010
Helix Financial Systems February 2006 - April 2007
Commerzbanc April 2004 - December 2005
Bank of New York September 1999 - April 2004
Bankers Trust February 1998 - June 1999
Smith Barney April 1993 - November 1997
Lehman Brothers March 1989 - April 1993
JPMIM December 1986 - March 1989
Skills
MBS, ABS, Bonds, Derivatives, Swaps, Structured Products, Securities, Prime Brokerage, Hedge Funds, Trading, Middle Office, Collateral Management, Interest Rate..., Credit Derivatives, FX Options, Money Market, Equity Derivatives, Settlement, Trading Systems
Education
Pace University - Lubin School of Business
BBA, Accounting
Pace University - Lubin School of Business
MBA, Computer Information Systems
Guggenheim Securities April 2010 - Present
LBBW Securities April 2007 - April 2010
Helix Financial Systems February 2006 - April 2007
Commerzbanc April 2004 - December 2005
Bank of New York September 1999 - April 2004
Bankers Trust February 1998 - June 1999
Smith Barney April 1993 - November 1997
Lehman Brothers March 1989 - April 1993
JPMIM December 1986 - March 1989
Skills
MBS, ABS, Bonds, Derivatives, Swaps, Structured Products, Securities, Prime Brokerage, Hedge Funds, Trading, Middle Office, Collateral Management, Interest Rate..., Credit Derivatives, FX Options, Money Market, Equity Derivatives, Settlement, Trading Systems
Education
Pace University - Lubin School of Business
BBA, Accounting
Pace University - Lubin School of Business
MBA, Computer Information Systems
Anthony Bottan's Bankers Trust Experience 1986 - 1988
Job SVP & Senior Control Officer at Citi
Industry Banking
Experience
Citi July 2012 - Present
Rabobank January 2002 - June 2012
Rabobank July 1998 - January 2002
NatWest Markets 1994 - 1998
Westpac 1988 - 1994
Bankers Trust 1986 - 1988
Banco do Commercio e Industria de Sao Paulo S.A 1982 - 1986
Skills
Risk, Accounting, Reconciliation, Internal Controls, Banking, Financial Risk, Account Reconciliation, Internal Audit, Financial Reporting, Fixed Income, Financial Audits, Enterprise Risk..., Financial Services, Finance, Analysis, Management, Process Improvement, Financial Accounting, Operational Risk, Operational Risk..., Cash Management
Education
Pace University - Lubin School of Business 1975 — 1980
MBA, Accounting
Citi July 2012 - Present
Rabobank January 2002 - June 2012
Rabobank July 1998 - January 2002
NatWest Markets 1994 - 1998
Westpac 1988 - 1994
Bankers Trust 1986 - 1988
Banco do Commercio e Industria de Sao Paulo S.A 1982 - 1986
Skills
Risk, Accounting, Reconciliation, Internal Controls, Banking, Financial Risk, Account Reconciliation, Internal Audit, Financial Reporting, Fixed Income, Financial Audits, Enterprise Risk..., Financial Services, Finance, Analysis, Management, Process Improvement, Financial Accounting, Operational Risk, Operational Risk..., Cash Management
Education
Pace University - Lubin School of Business 1975 — 1980
MBA, Accounting
Eileen Casson's Bankers Trust Experience 1995 - 1996
Job Director at Citigroup
Industry Financial Services
Experience
Citigroup September 1996 - Present
Bankers Trust 1995 - 1996
BNP Paribas 1983 - 1994
JP Morgan Chase 1979 - 1983
Skills
Portfolio Management, Capital Markets, Fixed Income, Investment Banking, Risk Management, Equities, Derivatives, Credit Risk, Banking, FX Options, Financial Risk, Hedge Funds, Financial Modeling, Corporate Finance, Financial Analysis
Education
Oberlin College 1975 — 1979
Stuyvesant High School 1972 — 1975
Citigroup September 1996 - Present
Bankers Trust 1995 - 1996
BNP Paribas 1983 - 1994
JP Morgan Chase 1979 - 1983
Skills
Portfolio Management, Capital Markets, Fixed Income, Investment Banking, Risk Management, Equities, Derivatives, Credit Risk, Banking, FX Options, Financial Risk, Hedge Funds, Financial Modeling, Corporate Finance, Financial Analysis
Education
Oberlin College 1975 — 1979
Stuyvesant High School 1972 — 1975
Alex Krok's Bankers Trust Experience 1994 - 1996
Job Consultant at Major Investment Bank
Industry Financial Services
Experience
Major Investment Bank March 2014 - Present
Calypso Technology January 2013 - March 2014
Fairhills Capital Management, LLC June 2012 - December 2012
Diamond Notch Asset Management November 2007 - March 2012
Bank of America February 2008 - August 2008
Caxton Associates September 2002 - October 2007
JPMorgan Chase December 1996 - September 2002
Bankers Trust 1994 - 1996
Skills
Trading Systems, Bloomberg API, Fixed Income, MBS, Credit Derivatives, Hedge Funds, Market Data, Derivatives, Options, Equity Derivatives, FX Options, Equities, Swaps, Market Risk, C++, Excel/VBA, C#, R, Matlab, SQL
Education
New York University School of Continuing Education
Quantitative Portfolio Strategies, Options Pricing and Strategies
Peter the Great St.Petersburg Polytechnic University
MS in Computer Science
Major Investment Bank March 2014 - Present
Calypso Technology January 2013 - March 2014
Fairhills Capital Management, LLC June 2012 - December 2012
Diamond Notch Asset Management November 2007 - March 2012
Bank of America February 2008 - August 2008
Caxton Associates September 2002 - October 2007
JPMorgan Chase December 1996 - September 2002
Bankers Trust 1994 - 1996
Skills
Trading Systems, Bloomberg API, Fixed Income, MBS, Credit Derivatives, Hedge Funds, Market Data, Derivatives, Options, Equity Derivatives, FX Options, Equities, Swaps, Market Risk, C++, Excel/VBA, C#, R, Matlab, SQL
Education
New York University School of Continuing Education
Quantitative Portfolio Strategies, Options Pricing and Strategies
Peter the Great St.Petersburg Polytechnic University
MS in Computer Science
Mercedes Gonzalez's Bankers Trust Experience 1990 - 2004
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2006 - Present
bankers trust/deutsche bank June 1990 - September 2004
Bankers trust 1990 - 2004
Skills
Capital Markets, Equities, Securities, Fixed Income, Financial Services, Hedge Funds, Banking, Middle Office, Back Office, Asset Management, Bonds
Education
Pace University 1979 — 1983
BA, Foreign Languages and Business
BNY Mellon April 2006 - Present
bankers trust/deutsche bank June 1990 - September 2004
Bankers trust 1990 - 2004
Skills
Capital Markets, Equities, Securities, Fixed Income, Financial Services, Hedge Funds, Banking, Middle Office, Back Office, Asset Management, Bonds
Education
Pace University 1979 — 1983
BA, Foreign Languages and Business
Alan Schienberg's Bankers Trust Experience May 1987 - October 1998
Job EVP Head of Enterprise Sales at Regulatory DataCorp. (RDC)
Industry Financial Services
Experience
Regulatory DataCorp. (RDC) February 2014 - Present
HSBC 2012 - February 2014
HSBC January 2012 - July 2012
Citi July 2004 - February 2012
Deutsche Bank March 1987 - May 2004
Bankers Trust May 1987 - October 1998
JPMorgan Chase September 1981 - April 1997
Skills
Regulatory Requirements, Re-engineering, Risk Management, Project Portfolio..., Portfolio Management, Know Your Customer, AML Management, Optimization and..., Technology, Operationalizing AML..., Management, Project Management, BSA, Vendor Management, Enterprise Risk..., AML, Bank Secrecy Act, Banking, Credit, Credit Risk, Financial Risk, Financial Services, KYC, Operational Risk..., Finance, Financial Institutions, Internal Audit, Anti Money Laundering
Education
Queen's College 1972 — 1977
BA
Regulatory DataCorp. (RDC) February 2014 - Present
HSBC 2012 - February 2014
HSBC January 2012 - July 2012
Citi July 2004 - February 2012
Deutsche Bank March 1987 - May 2004
Bankers Trust May 1987 - October 1998
JPMorgan Chase September 1981 - April 1997
Skills
Regulatory Requirements, Re-engineering, Risk Management, Project Portfolio..., Portfolio Management, Know Your Customer, AML Management, Optimization and..., Technology, Operationalizing AML..., Management, Project Management, BSA, Vendor Management, Enterprise Risk..., AML, Bank Secrecy Act, Banking, Credit, Credit Risk, Financial Risk, Financial Services, KYC, Operational Risk..., Finance, Financial Institutions, Internal Audit, Anti Money Laundering
Education
Queen's College 1972 — 1977
BA
Janet Wilkinson's Bankers Trust Experience 1984 - 1999
Job Licensed Associate Broker at Keller Williams NYC
Industry Real Estate
Experience
Keller Williams NYC February 2014 - Present
The Corcoran Group 2010 - February 2014
Deutsche Bank Securities 1999 - 2009
Bankers Trust 1984 - 1999
Skills
Asset Management, Brokerage, Buyer Broker, Due Diligence, Investment Properties, Investors, Negotiation, Property Management
Education
NY Real Estate Institute
Pace University - Lubin School of Business
Bachelor of Arts (B.A.), Business Administration and Management, General
Keller Williams NYC February 2014 - Present
The Corcoran Group 2010 - February 2014
Deutsche Bank Securities 1999 - 2009
Bankers Trust 1984 - 1999
Skills
Asset Management, Brokerage, Buyer Broker, Due Diligence, Investment Properties, Investors, Negotiation, Property Management
Education
NY Real Estate Institute
Pace University - Lubin School of Business
Bachelor of Arts (B.A.), Business Administration and Management, General
Samantha Tai's Bankers Trust Experience 1994 - 1998
Job GMI IT OTC SME at UBS Securities
Industry Banking
Experience
UBS Securities Co., Ltd July 2012 - Present
Credit Suisse October 2005 - July 2012
Barclays Capital 2005 - 2005
SunGard 1999 - 2004
Bankers Trust 1994 - 1998
Skills
Derivatives
Education
Pace University 1990 — 1993
BBA, Management Science
UBS Securities Co., Ltd July 2012 - Present
Credit Suisse October 2005 - July 2012
Barclays Capital 2005 - 2005
SunGard 1999 - 2004
Bankers Trust 1994 - 1998
Skills
Derivatives
Education
Pace University 1990 — 1993
BBA, Management Science
William Flaig's Bankers Trust Experience 1992 - 1998
Job Chief Investment Officer at Arrow Funds
Industry Investment Management
Experience
Arrow Funds 2007 - Present
Rydex Investments 2000 - 2005
Bankers Trust 1992 - 1998
Skills
Portfolio Management, Investments, Trading, Alternative Investments, Asset Allocation, ETFs, Hedge Funds, Investment Strategies, Mutual Funds, Investment Management, Series 7, Equities, Asset Management, Investment Advisory, Fixed Income, Wealth Management, Securities, Derivatives, Series 63, Tactical Asset...
Education
Purdue University 1987 — 1991
B.S. Management, Minors in Finance and Military History
Arrow Funds 2007 - Present
Rydex Investments 2000 - 2005
Bankers Trust 1992 - 1998
Skills
Portfolio Management, Investments, Trading, Alternative Investments, Asset Allocation, ETFs, Hedge Funds, Investment Strategies, Mutual Funds, Investment Management, Series 7, Equities, Asset Management, Investment Advisory, Fixed Income, Wealth Management, Securities, Derivatives, Series 63, Tactical Asset...
Education
Purdue University 1987 — 1991
B.S. Management, Minors in Finance and Military History
Gavin Kosviner's Bankers Trust Experience 1993 - 1994
Job experienced financial analyst and risk manager
Industry Investment Management
Experience
Quad Capital 2014 - 2014
Christopher Weil & Company 2011 - 2014
American Assets, Inc. 2004 - 2010
First New York Securities 2001 - 2004
Goldman Sachs 2000 - 2001
Citi 1995 - 2000
Bankers Trust 1993 - 1994
Arthur Andersen & Co 1988 - 1990
Skills
Alternative Investments, Fixed Income, Equities, Derivatives, Hedge Funds, Commodity, Investment Management, Equity Trading, Asset Management, Investments, Financial Analysis, Risk Management, Financial Modeling, Equity Research, Wealth Management, Asset Managment, Due Diligence, Investment Strategies, Private Equity, Valuation, Portfolio Management, Finance, Accounting, Trading, Capital Markets
Education
Northwestern University - Kellogg School of Management 1992 — 1993
MBA
University of Cape Town 1984 — 1987
Bachelor of Commerce (B.Com.) Honors, Graduate Diploma in Accounting
Herzlia 1979 — 1983
Quad Capital 2014 - 2014
Christopher Weil & Company 2011 - 2014
American Assets, Inc. 2004 - 2010
First New York Securities 2001 - 2004
Goldman Sachs 2000 - 2001
Citi 1995 - 2000
Bankers Trust 1993 - 1994
Arthur Andersen & Co 1988 - 1990
Skills
Alternative Investments, Fixed Income, Equities, Derivatives, Hedge Funds, Commodity, Investment Management, Equity Trading, Asset Management, Investments, Financial Analysis, Risk Management, Financial Modeling, Equity Research, Wealth Management, Asset Managment, Due Diligence, Investment Strategies, Private Equity, Valuation, Portfolio Management, Finance, Accounting, Trading, Capital Markets
Education
Northwestern University - Kellogg School of Management 1992 — 1993
MBA
University of Cape Town 1984 — 1987
Bachelor of Commerce (B.Com.) Honors, Graduate Diploma in Accounting
Herzlia 1979 — 1983
Gary Ortale's Bankers Trust Experience August 1978 - August 1987
Job EVP & CFO at MidWestOne Bank
Industry Financial Services
Experience
MidWestOne Bank July 2009 - Present
MidWestOne Bank January 2009 - June 2009
MidWestOne Bank March 2008 - December 2008
Iowa State Bank & Trust Co., January 2002 - March 2008
Iowa State Bank & Trust Co., August 1987 - December 2001
Bankers Trust August 1978 - August 1987
Ernst & Young July 1973 - August 1978
Peden, Lavis & Co. (Chartered Accountants) February 1972 - March 1973
Groom, Sanderson & Co. (Chartered Accountants) February 1968 - February 1970
Skills
Financial Reporting, Accounting, Financial Accounting, Microsoft Excel, Financial Analysis, Credit Reporting, Investment Portfolio, Capital Allocation, Interest Rate Risk..., Capital Management, Audit Committee, Banking, Financial Modeling, Credit Analysis, Credit, Loans, Finance, Strategic Financial..., Small Business Lending, Commercial Banking, Investments, Retail Banking, Portfolio Management, Mortgage Lending, Corporate Finance, Underwriting
Education
Drake University 1973 — 1976
BS, Accounting
Queensland University of Technology 1968 — 1971
Bachelor of Science in Business, Accounting
MidWestOne Bank July 2009 - Present
MidWestOne Bank January 2009 - June 2009
MidWestOne Bank March 2008 - December 2008
Iowa State Bank & Trust Co., January 2002 - March 2008
Iowa State Bank & Trust Co., August 1987 - December 2001
Bankers Trust August 1978 - August 1987
Ernst & Young July 1973 - August 1978
Peden, Lavis & Co. (Chartered Accountants) February 1972 - March 1973
Groom, Sanderson & Co. (Chartered Accountants) February 1968 - February 1970
Skills
Financial Reporting, Accounting, Financial Accounting, Microsoft Excel, Financial Analysis, Credit Reporting, Investment Portfolio, Capital Allocation, Interest Rate Risk..., Capital Management, Audit Committee, Banking, Financial Modeling, Credit Analysis, Credit, Loans, Finance, Strategic Financial..., Small Business Lending, Commercial Banking, Investments, Retail Banking, Portfolio Management, Mortgage Lending, Corporate Finance, Underwriting
Education
Drake University 1973 — 1976
BS, Accounting
Queensland University of Technology 1968 — 1971
Bachelor of Science in Business, Accounting
Norma Isaguirre (Home)'s Bankers Trust Experience August 1994 - April 1997
Job Associate Manager at GlobeOp Financial Services
Industry Financial Services
Experience
GlobeOp Financial Services January 2007 - Present
BNY Mellon July 1999 - January 2007
Deutsche Bank April 1997 - July 1999
Bankers Trust August 1994 - April 1997
Skills
Fund Accounting, Fund Administration, Hedge Funds, Alternative Investments, Fund Of Funds, Fixed Income, Bloomberg, Derivatives, Equities, Securities, Account Reconciliation, Options, Middle Office, Financial Services, Corporate Actions, Financial Reporting, Capital Markets
Education
Pace University
MBA, Financial Management
University of the Philippines
Master of Statistics
University of the Philippines
BS Mathematics
GlobeOp Financial Services January 2007 - Present
BNY Mellon July 1999 - January 2007
Deutsche Bank April 1997 - July 1999
Bankers Trust August 1994 - April 1997
Skills
Fund Accounting, Fund Administration, Hedge Funds, Alternative Investments, Fund Of Funds, Fixed Income, Bloomberg, Derivatives, Equities, Securities, Account Reconciliation, Options, Middle Office, Financial Services, Corporate Actions, Financial Reporting, Capital Markets
Education
Pace University
MBA, Financial Management
University of the Philippines
Master of Statistics
University of the Philippines
BS Mathematics
Stephen Jankovitz's Bankers Trust Experience 1983 - 1999
Job Banking & Finance Professional
Industry Banking
Experience
HSBC Securities 2007 - 2010
Bank of America 2005 - 2007
Deutsche Bank 1999 - 2004
Bankers Trust 1983 - 1999
Skills
Financial Control, Banking Operations, Core Banking, Financial Audits, Capital Markets, Risk Management, Operational Risk, Cash Management, Treasury Management, Financial Risk
Education
Pace University - Lubin School of Business
BBA, Accounting
HSBC Securities 2007 - 2010
Bank of America 2005 - 2007
Deutsche Bank 1999 - 2004
Bankers Trust 1983 - 1999
Skills
Financial Control, Banking Operations, Core Banking, Financial Audits, Capital Markets, Risk Management, Operational Risk, Cash Management, Treasury Management, Financial Risk
Education
Pace University - Lubin School of Business
BBA, Accounting
Alan Pfisterer's Bankers Trust Experience December 1995 - November 1999
Job Datacenter Architect at HewlettPackard Enterprise
Industry Information Technology and Services
Experience
Hewlett-Packard Enterprise September 2015 - Present
Nutanix October 2014 - 2015
NetApp October 2010 - 2014
NetApp May 2004 - May 2010
NetApp November 1999 - May 2004
Bankers Trust December 1995 - November 1999
Con Edison May 1994 - November 1995
Chemical Bank April 1993 - March 1994
FileNet October 1987 - January 1993
Maintech June 1984 - October 1987
Skills
Troubleshooting, NetApp, Unix, AIX, Storage, Pre-sales, Cloud Computing, Solution Architecture, Virtualization, Enterprise Software, Professional Services, SaaS, Solution Selling, Disaster Recovery, Data Center, Storage Architecture, Servers, Storage Solutions, Oracle, VMware, Storage Virtualization, Enterprise Storage, iSCSI, IT Service Management, VDI, SAN, Solaris, Architecture, Business Continuity, Fibre Channel, Storage Area Networks, High Availability, NAS, IT Strategy, Infrastructure, Enterprise Architecture, Integration, ITIL, Storage Management, Deduplication, Cluster, Replication
Education
Pratt Institute 1983 — 1987
BSEE, Electrical Engineering
Queens College 1981 — 1983
Hewlett-Packard Enterprise September 2015 - Present
Nutanix October 2014 - 2015
NetApp October 2010 - 2014
NetApp May 2004 - May 2010
NetApp November 1999 - May 2004
Bankers Trust December 1995 - November 1999
Con Edison May 1994 - November 1995
Chemical Bank April 1993 - March 1994
FileNet October 1987 - January 1993
Maintech June 1984 - October 1987
Skills
Troubleshooting, NetApp, Unix, AIX, Storage, Pre-sales, Cloud Computing, Solution Architecture, Virtualization, Enterprise Software, Professional Services, SaaS, Solution Selling, Disaster Recovery, Data Center, Storage Architecture, Servers, Storage Solutions, Oracle, VMware, Storage Virtualization, Enterprise Storage, iSCSI, IT Service Management, VDI, SAN, Solaris, Architecture, Business Continuity, Fibre Channel, Storage Area Networks, High Availability, NAS, IT Strategy, Infrastructure, Enterprise Architecture, Integration, ITIL, Storage Management, Deduplication, Cluster, Replication
Education
Pratt Institute 1983 — 1987
BSEE, Electrical Engineering
Queens College 1981 — 1983
Frank Amodeo's Bankers Trust Experience 1998 - 2000
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Manaing DirectorBNY MellonDecember 2011 - Present
HSBC 2003 - 2011
Barclays Capital 2000 - 2003
Bankers Trust 1998 - 2000
Nat West Markets 1991 - 1997
Education
Pace University - Lubin School of Business
MBA, Finance
St Francis College
BS, Biology, Pre-Med
BNY Mellon Manaing DirectorBNY MellonDecember 2011 - Present
HSBC 2003 - 2011
Barclays Capital 2000 - 2003
Bankers Trust 1998 - 2000
Nat West Markets 1991 - 1997
Education
Pace University - Lubin School of Business
MBA, Finance
St Francis College
BS, Biology, Pre-Med
Gloria Lastra's Bankers Trust Experience August 1988 - August 1992
Job Financial Services Professional
Industry Financial Services
Experience
Malayan Banking Berhad (Maybank) August 2015 - Present
State Bank of India November 2013 - August 2015
State Bank of India November 2011 - November 2013
Australia and New Zealand Bank October 2002 - September 2011
Societe Generale February 2001 - September 2002
Fiduciary Trust Company April 2000 - February 2001
Banco Popular North America November 1999 - April 2000
Dai-Ichi Kangyo Bank, Ltd. August 1992 - November 1999
Bankers Trust August 1988 - August 1992
Chemical Bank August 1985 - July 1988
Skills
Financial Reporting, Financial Accounting, Internal Audit, Accounting, Auditing, Financial Audits, Regulatory Reporting, Accounting policies &..., Fluent in Spanish, Financial Analysis, Banking, Financial Risk, Financial Services, Risk Management, Finance, Corporate Finance, Internal Controls, Investment Banking, Due Diligence
Education
Pace University 1980 — 1984
BBA, Public Accounting
Malayan Banking Berhad (Maybank) August 2015 - Present
State Bank of India November 2013 - August 2015
State Bank of India November 2011 - November 2013
Australia and New Zealand Bank October 2002 - September 2011
Societe Generale February 2001 - September 2002
Fiduciary Trust Company April 2000 - February 2001
Banco Popular North America November 1999 - April 2000
Dai-Ichi Kangyo Bank, Ltd. August 1992 - November 1999
Bankers Trust August 1988 - August 1992
Chemical Bank August 1985 - July 1988
Skills
Financial Reporting, Financial Accounting, Internal Audit, Accounting, Auditing, Financial Audits, Regulatory Reporting, Accounting policies &..., Fluent in Spanish, Financial Analysis, Banking, Financial Risk, Financial Services, Risk Management, Finance, Corporate Finance, Internal Controls, Investment Banking, Due Diligence
Education
Pace University 1980 — 1984
BBA, Public Accounting
Lina DeFrenza's Bankers Trust Experience 1989 - 1998
Job IT Consultant at Workhorse Software
Industry Information Technology and Services
Experience
Workhorse Software 2012 - Present
Kraft Foods 2007 - 2012
Bankers Trust 1989 - 1998
Skills
Digital Strategy, Digital Marketing, Analytics, Digital Media, Customer Insight
Education
Pace University
BS
Workhorse Software 2012 - Present
Kraft Foods 2007 - 2012
Bankers Trust 1989 - 1998
Skills
Digital Strategy, Digital Marketing, Analytics, Digital Media, Customer Insight
Education
Pace University
BS
Richard Raphael's Bankers Trust Experience 1984 - 1990
Job President
Industry Financial Services
Experience
Self-employed May 2004 - Present
Bank of America 1990 - 2004
Bankers Trust 1984 - 1990
Education
Queen's College 1974 — 1980
Bachelor of Arts (B.A.), Accounting
Self-employed May 2004 - Present
Bank of America 1990 - 2004
Bankers Trust 1984 - 1990
Education
Queen's College 1974 — 1980
Bachelor of Arts (B.A.), Accounting
Lorraine Phillip Anthony's Bankers Trust Experience January 1981 - December 1981
Job
Industry Research
Experience
Westat September 2004 - Present
Phillips Cardiac Services October 2007 - October 2009
Nontraditional Employment for Women May 2002 - June 2002
ITT January 1981 - January 1989
Bankers Trust January 1981 - December 1981
Sprint January 1979 - December 1981
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Computer Assisted...
Education
City University of New York-Queens College 1988 — 1989
Physics
St. Savior High School 1974 — 1978
High School Diploma
Westat September 2004 - Present
Phillips Cardiac Services October 2007 - October 2009
Nontraditional Employment for Women May 2002 - June 2002
ITT January 1981 - January 1989
Bankers Trust January 1981 - December 1981
Sprint January 1979 - December 1981
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Computer Assisted...
Education
City University of New York-Queens College 1988 — 1989
Physics
St. Savior High School 1974 — 1978
High School Diploma
Jean De la Mata's Bankers Trust Experience June 1993 - April 1996
Job Deputy Director, Operations and Performance Management, Academic and Innovation Office at Denver Public Schools
Industry Nonprofit Organization Management
Experience
Denver Public Schools August 2014 - Present
Colorado Education Initiative March 2011 - August 2014
Denver Public Schools January 2010 - March 2011
Charles Schwab November 2008 - November 2009
McKinsey & Company March 1999 - August 2001
SC Johnson May 1998 - March 1999
Bankers Trust June 1993 - April 1996
Education
Princeton University
Bachelor of Arts (B.A.), History
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.), Finance, General
Denver Public Schools August 2014 - Present
Colorado Education Initiative March 2011 - August 2014
Denver Public Schools January 2010 - March 2011
Charles Schwab November 2008 - November 2009
McKinsey & Company March 1999 - August 2001
SC Johnson May 1998 - March 1999
Bankers Trust June 1993 - April 1996
Education
Princeton University
Bachelor of Arts (B.A.), History
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.), Finance, General
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation