BHF-BANK Company
Industry: Financial services company
DescriptionODDO BHF is an independent Franco-German financial services group, with a history stretching back over 150 years. It was created from the alliance of a French family-owned business built up by five generations of stockbrokers and a German bank specialising in Mittelstand companies. Founder: Camille Gautier Founded: 1849 Headquarters: Paris, France Key person: Philippe Oddo Subsidiaries: BHF-Bank (Schweiz) AG,
BHF-BANK List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BHF-BANK. You can filter them based on skills, years of employment, job, education, department, and prior employment.
BHF-BANK Salaries. You can even request information on how much does BHF-BANK pay if you want to. Learn about salaries, pros and cons of working for BHF-BANK directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
36 BHF-BANK employees in database. Find out everything there's to know about BHF-BANK 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.
BHF-BANK Employees
Employee
Years
Job
Industry
Leonard Safford Leonard Safford's BHF-BANK Experience 1994 - 1997
Job Financial Services Professional
Industry Financial Services
Experience
LeanKit August 2012 - Present
Universal Safety Response®, Inc. (USR®) September 2005 - March 2011
The North Highland Company February 2005 - September 2005
Deustche Bank June 2000 - September 2004
Deutsche Bank August 1998 - June 2000
BHF-BANK 1994 - 1997
Lehman Brothers 1990 - 1994
Lehman Brothers 1985 - 1990
Lehman Brothers 1982 - 1985
Skills
Strategic Planning, Strategic Financial..., Financial Modeling, Financial Analysis, Start-ups, Risk Management, Financial Reporting, Finance, Management, Executive Management, Process Improvement, Leadership, Cash Management, Financial Risk
Education
Seton Hall University
MBA, Finance
St Peters College
BS, History
St Peters Prep
LeanKit August 2012 - Present
Universal Safety Response®, Inc. (USR®) September 2005 - March 2011
The North Highland Company February 2005 - September 2005
Deustche Bank June 2000 - September 2004
Deutsche Bank August 1998 - June 2000
BHF-BANK 1994 - 1997
Lehman Brothers 1990 - 1994
Lehman Brothers 1985 - 1990
Lehman Brothers 1982 - 1985
Skills
Strategic Planning, Strategic Financial..., Financial Modeling, Financial Analysis, Start-ups, Risk Management, Financial Reporting, Finance, Management, Executive Management, Process Improvement, Leadership, Cash Management, Financial Risk
Education
Seton Hall University
MBA, Finance
St Peters College
BS, History
St Peters Prep
Ethan Miller Ethan Miller's BHF-BANK Experience 1996 - 1997
Job Vice President of Finance at The Nathan Cummings Foundation
Industry Financial Services
Experience
The Nathan Cummings Foundation 2015 - Present
GE Antares Capital 2002 - 2013
IBJ Whitehall Financial 1997 - 2002
BHF-BANK 1996 - 1997
Heller Financial 1992 - 1996
The First National Bank of Chicago 1989 - 1992
Skills
Finance, Management, Credit, Private Equity, CRM, Loans, Leadership, Budgets, Negotiation, Financial Structuring, Relationship Management, Program Management, Underwriting, Project Management, Team Management
Education
Northwestern University - Kellogg School of Management 1987 — 1989
Masters in Management, Concentrations in Finance, Accounting and Management Policy
Hobart College 1979 — 1983
Bachelor of Arts (BA), Economics
Maret School 1972 — 1979
The Nathan Cummings Foundation 2015 - Present
GE Antares Capital 2002 - 2013
IBJ Whitehall Financial 1997 - 2002
BHF-BANK 1996 - 1997
Heller Financial 1992 - 1996
The First National Bank of Chicago 1989 - 1992
Skills
Finance, Management, Credit, Private Equity, CRM, Loans, Leadership, Budgets, Negotiation, Financial Structuring, Relationship Management, Program Management, Underwriting, Project Management, Team Management
Education
Northwestern University - Kellogg School of Management 1987 — 1989
Masters in Management, Concentrations in Finance, Accounting and Management Policy
Hobart College 1979 — 1983
Bachelor of Arts (BA), Economics
Maret School 1972 — 1979
Jeff Franz Jeff Franz's BHF-BANK Experience January 1992 - January 1996
Job Managing Director at Employment Solutions of New York
Industry Staffing and Recruiting
Experience
Employment Solutions of New York, Inc. July 2014 - Present
Concepts In Staffing March 2004 - June 2014
SunGard Financial Systems April 2001 - January 2003
Treasury Management Systems March 1996 - March 2001
BHF Bank January 1992 - January 1996
Dresdner Bank September 1988 - January 1992
Skills
Back Office, Management, Sales, Technical Recruiting, CRM, Investment Banking, Screening, Contract Recruitment, Account Management, Training, SDLC, Business Development, Recruiting, Marketing, Internet Recruiting, Middle Office, Executive Search, Networking, Management Consulting, Interviews, Team Leadership, Fixed Income, Sales Operations, Permanent Placement, Testing, Committed to..., Diligent, Cold Calling
Education
Pace University 1984 — 1989
Business, Finance
xaverian 1980 — 1983
Employment Solutions of New York, Inc. July 2014 - Present
Concepts In Staffing March 2004 - June 2014
SunGard Financial Systems April 2001 - January 2003
Treasury Management Systems March 1996 - March 2001
BHF Bank January 1992 - January 1996
Dresdner Bank September 1988 - January 1992
Skills
Back Office, Management, Sales, Technical Recruiting, CRM, Investment Banking, Screening, Contract Recruitment, Account Management, Training, SDLC, Business Development, Recruiting, Marketing, Internet Recruiting, Middle Office, Executive Search, Networking, Management Consulting, Interviews, Team Leadership, Fixed Income, Sales Operations, Permanent Placement, Testing, Committed to..., Diligent, Cold Calling
Education
Pace University 1984 — 1989
Business, Finance
xaverian 1980 — 1983
Carlo M. Funk's BHF-BANK Experience February 2010 - July 2011
Job Associate Banker at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Chase July 2013 - Present
J.P. Morgan Chase August 2011 - July 2013
BHF-BANK February 2010 - July 2011
Skills
Credit Analysis, Investments, Banking, Capital Markets, Financial Analysis, Credit, Equities, Portfolio Management, Credit Risk, Bloomberg
Education
Maastricht University
J.P. Morgan Chase July 2013 - Present
J.P. Morgan Chase August 2011 - July 2013
BHF-BANK February 2010 - July 2011
Skills
Credit Analysis, Investments, Banking, Capital Markets, Financial Analysis, Credit, Equities, Portfolio Management, Credit Risk, Bloomberg
Education
Maastricht University
Elliot Vermes's BHF-BANK Experience 1995 - 1996
Job Founder / Chief Executive Officer of ResiModel, LLC
Industry Real Estate
Experience
ResiModel, Inc. June 2010 - Present
Sequoia Debt Ventures 2009 - 2010
Citi Property Investors 2005 - 2008
JPMorgan 2001 - 2005
Accenture 1996 - 2000
BHF-BANK 1995 - 1996
Manhattan Institute 1992 - 1992
Skills
Due Diligence, Asset Managment, Financial Modeling, Private Equity, Investment Banking, Mergers, Risk Management, Equities, Asset Management, Financial Analysis, Real Estate, Portfolio Management, Mergers & Acquisitions, Entrepreneurship, Investments, Start-ups, Commercial Real Estate, Acquisitions, Fixed Income, Valuation, Banking, Management Consulting
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Real Estate / Entrepreneurship
Washington University in St. Louis 1991 — 1995
BA / BS, Economics / Systems Engineering
Institut national des Sciences appliquées de Lyon 1993 — 1994
Applied Mathematics
ResiModel, Inc. June 2010 - Present
Sequoia Debt Ventures 2009 - 2010
Citi Property Investors 2005 - 2008
JPMorgan 2001 - 2005
Accenture 1996 - 2000
BHF-BANK 1995 - 1996
Manhattan Institute 1992 - 1992
Skills
Due Diligence, Asset Managment, Financial Modeling, Private Equity, Investment Banking, Mergers, Risk Management, Equities, Asset Management, Financial Analysis, Real Estate, Portfolio Management, Mergers & Acquisitions, Entrepreneurship, Investments, Start-ups, Commercial Real Estate, Acquisitions, Fixed Income, Valuation, Banking, Management Consulting
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Real Estate / Entrepreneurship
Washington University in St. Louis 1991 — 1995
BA / BS, Economics / Systems Engineering
Institut national des Sciences appliquées de Lyon 1993 — 1994
Applied Mathematics
Dirk Meyer zu Drewer Dirk Meyer zu Drewer's BHF-BANK Experience January 1990 - June 1992
Job Executive
Industry Computer Games
Experience
MzD Interventures, Inc. January 2002 - Present
Frogster America, Inc. December 2008 - December 2011
Computer Sciences Corporation July 1998 - January 2002
CSC Ploenzke AG 1992 - 1998
BHF-BANK January 1990 - June 1992
Skills
Online Gaming, Video Games, Private Equity, MMO, Monetization, Start-ups, Mobile Games, Gaming Industry, Social Games, Casual Games, Computer Games, Digital Distribution, E-payments, Gaming, MMORPG, Product Management, iPhone, Game Design, Community Sites, Mobile Devices, Community Management, Game Development
Education
Universität zu Köln / University of Cologne 1984 — 1989
MBA equivalent, Finance & Economics
MzD Interventures, Inc. January 2002 - Present
Frogster America, Inc. December 2008 - December 2011
Computer Sciences Corporation July 1998 - January 2002
CSC Ploenzke AG 1992 - 1998
BHF-BANK January 1990 - June 1992
Skills
Online Gaming, Video Games, Private Equity, MMO, Monetization, Start-ups, Mobile Games, Gaming Industry, Social Games, Casual Games, Computer Games, Digital Distribution, E-payments, Gaming, MMORPG, Product Management, iPhone, Game Design, Community Sites, Mobile Devices, Community Management, Game Development
Education
Universität zu Köln / University of Cologne 1984 — 1989
MBA equivalent, Finance & Economics
Christopher Lally's BHF-BANK Experience June 1994 - March 1999
Job Senior Vice President at England & Company
Industry Investment Banking
Experience
England & Company September 2014 - Present
The Seaport Group August 2012 - June 2014
Strathmore Advisors LLC March 2012 - July 2012
CIBC World Markets (subsequently Oppenheimer & Co.) June 2007 - November 2011
UBS Investment Bank June 2004 - June 2007
Credit Suisse First Boston June 1999 - February 2004
Credit Suisse First Boston - London 1999 - 2002
BHF-BANK June 1994 - March 1999
Skills
Leveraged Finance, LBO, Investment Banking, Capital Markets, Valuation, Private Equity, Restructuring, Structured Finance, Special Situations, Financial Structuring, Fixed Income, Financial Sponsors, Equities, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance
Bowdoin College 1990 — 1994
BA, German, Economics
Chaminade High School
England & Company September 2014 - Present
The Seaport Group August 2012 - June 2014
Strathmore Advisors LLC March 2012 - July 2012
CIBC World Markets (subsequently Oppenheimer & Co.) June 2007 - November 2011
UBS Investment Bank June 2004 - June 2007
Credit Suisse First Boston June 1999 - February 2004
Credit Suisse First Boston - London 1999 - 2002
BHF-BANK June 1994 - March 1999
Skills
Leveraged Finance, LBO, Investment Banking, Capital Markets, Valuation, Private Equity, Restructuring, Structured Finance, Special Situations, Financial Structuring, Fixed Income, Financial Sponsors, Equities, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance
Bowdoin College 1990 — 1994
BA, German, Economics
Chaminade High School
Bob Woods Bob Woods's BHF-BANK Experience December 1983 - December 1988
Job Member Board of Directors at Our Lady of Perpetual Help Catholic Academy Brooklyn, NY
Industry Financial Services
Experience
Our Lady of Perpetual Help Catholic Academy - Brooklyn, NY January 2015 - Present
CEOcast.com June 2008 - Present
IAABO Referee January 1964 - Present
LOMTO FCU January 2005 - June 2008
Raiffeisen Zentral Bank (RZB) January 1999 - January 2002
Banca Monte dei Paschi di Siena January 1991 - December 1998
Kyowa Bank Ltd January 1989 - January 1991
BHF Bank December 1983 - December 1988
AMRO Bank June 1981 - December 1983
Bayerische Vereinsbank February 1977 - May 1981
Skills
Research, Project Management, Valuation, Private Equity, Due Diligence, Business Development, Investments, Trading, Series 7, Corporate Finance, Financial Markets, Product Management, Financial Modeling, Equities, Start-ups, Asset Management, Financial Analysis, Sales, Alternative Investments, Capital Markets, Securities, Management, Mergers & Acquisitions, Marketing, Structured Finance, Portfolio Management, Social Media, Program Management, Options, Hedge Funds, Product Marketing, Investment Banking, Emerging Markets, Equity Research, Mutual Funds, Electronic Trading, Venture Capital, Bloomberg, Social Media Marketing, Finance, Corporate Development, Investor Relations, IPO, Financial Structuring, Equity Capital Markets, Fund Of Funds, Equity Trading, Series 63, Equity Valuation, Team Motivation
Education
Fordham University - Graduate School of Business Administration 1974 — 1976
Master of Business Administration (MBA), International Finance, B's & A'
St Francis College Brooklyn, NY 1964 — 1973
Bachelor of Business Administration (BBA), Buniness Management, C's & B's
St Augustine Diocesan High School 1962 — 1964
St Augustine Diocesan High School 1962 — 1964
Academic
Saint Mary's College, North East, PA 1960 — 1962
Academic, Theology/Theological Studies
Our Lady of Perpetual Help - Brooklyn, NY 1952 — 1960
Our Lady of Perpetual Help - Brooklyn, NY 1952 — 1960
Saint Mary's College, North East, PA
Saint Mary's College, North East, PA
Saint Mary's College, North East, PA
Our Lady of Perpetual Help Catholic Academy - Brooklyn, NY January 2015 - Present
CEOcast.com June 2008 - Present
IAABO Referee January 1964 - Present
LOMTO FCU January 2005 - June 2008
Raiffeisen Zentral Bank (RZB) January 1999 - January 2002
Banca Monte dei Paschi di Siena January 1991 - December 1998
Kyowa Bank Ltd January 1989 - January 1991
BHF Bank December 1983 - December 1988
AMRO Bank June 1981 - December 1983
Bayerische Vereinsbank February 1977 - May 1981
Skills
Research, Project Management, Valuation, Private Equity, Due Diligence, Business Development, Investments, Trading, Series 7, Corporate Finance, Financial Markets, Product Management, Financial Modeling, Equities, Start-ups, Asset Management, Financial Analysis, Sales, Alternative Investments, Capital Markets, Securities, Management, Mergers & Acquisitions, Marketing, Structured Finance, Portfolio Management, Social Media, Program Management, Options, Hedge Funds, Product Marketing, Investment Banking, Emerging Markets, Equity Research, Mutual Funds, Electronic Trading, Venture Capital, Bloomberg, Social Media Marketing, Finance, Corporate Development, Investor Relations, IPO, Financial Structuring, Equity Capital Markets, Fund Of Funds, Equity Trading, Series 63, Equity Valuation, Team Motivation
Education
Fordham University - Graduate School of Business Administration 1974 — 1976
Master of Business Administration (MBA), International Finance, B's & A'
St Francis College Brooklyn, NY 1964 — 1973
Bachelor of Business Administration (BBA), Buniness Management, C's & B's
St Augustine Diocesan High School 1962 — 1964
St Augustine Diocesan High School 1962 — 1964
Academic
Saint Mary's College, North East, PA 1960 — 1962
Academic, Theology/Theological Studies
Our Lady of Perpetual Help - Brooklyn, NY 1952 — 1960
Our Lady of Perpetual Help - Brooklyn, NY 1952 — 1960
Saint Mary's College, North East, PA
Saint Mary's College, North East, PA
Saint Mary's College, North East, PA
Peter Leibman Peter Leibman's BHF-BANK Experience 1996 - 1998
Job at Fortress Investment Group
Industry Financial Services
Experience
Fortress Investment Group June 2009 - Present
db zwirn February 2004 - May 2009
CIBC World Markets 1999 - 2004
Sanwa Bank June 1996 - September 1998
BHF Bank 1996 - 1998
Skills
Capital Markets, Private Equity, Investment Banking, Financial Modeling, Valuation, Financial Structuring, Alternative Investments, Equities, Hedge Funds, Investments, Asset Management, Leveraged Finance, Due Diligence, Fixed Income, Structured Finance
Education
Fordham Gabelli School of Business 1997 — 2000
mba, business
Franklin & Marshall College 1989 — 1993
Fortress Investment Group June 2009 - Present
db zwirn February 2004 - May 2009
CIBC World Markets 1999 - 2004
Sanwa Bank June 1996 - September 1998
BHF Bank 1996 - 1998
Skills
Capital Markets, Private Equity, Investment Banking, Financial Modeling, Valuation, Financial Structuring, Alternative Investments, Equities, Hedge Funds, Investments, Asset Management, Leveraged Finance, Due Diligence, Fixed Income, Structured Finance
Education
Fordham Gabelli School of Business 1997 — 2000
mba, business
Franklin & Marshall College 1989 — 1993
Jonathan Montbach Jonathan Montbach's BHF-BANK Experience 1993 - 1995
Job Senior Vice President at Seabury Securities
Industry Investment Banking
Experience
Seabury Securities LLC December 2009 - Present
KPMG Corporate Finance January 2008 - December 2009
LM Isis Capital Partners January 2007 - May 2007
GB Merchant Partners February 2005 - December 2006
UBS Investment Bank August 2001 - February 2005
BHF-BANK 1993 - 1995
Skills
Financial Advisory, Financial Modeling, High Yield, Investments, Private Equity, Restructuring, Valuation, Special Situations
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Analytic Finance
Colgate University 1988 — 1992
BA, International Relations
Woodberry Forest School 1984 — 1988
High School Diploma, n/a
Seabury Securities LLC December 2009 - Present
KPMG Corporate Finance January 2008 - December 2009
LM Isis Capital Partners January 2007 - May 2007
GB Merchant Partners February 2005 - December 2006
UBS Investment Bank August 2001 - February 2005
BHF-BANK 1993 - 1995
Skills
Financial Advisory, Financial Modeling, High Yield, Investments, Private Equity, Restructuring, Valuation, Special Situations
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Analytic Finance
Colgate University 1988 — 1992
BA, International Relations
Woodberry Forest School 1984 — 1988
High School Diploma, n/a
Allison Chin-Leong Allison Chin-Leong's BHF-BANK Experience 1999 - 2000
Job Communications, Wells Fargo Advisors
Industry Public Relations and Communications
Experience
Wells Fargo Advisors January 2015 - Present
Wells Fargo October 2011 - December 2014
UBS January 2001 - September 2011
Godiva 2003 - 2004
NAAAP-NY 2002 - 2004
BHF-BANK 1999 - 2000
Skills
Editing, Public Relations, Crisis Communications, Research, Media Relations, Strategic Planning, Community Outreach, Social Media, Management, Project Management, Investments, Corporate Communications, Strategic Communications, Journalism, Event Management, Content Development, Press Releases, Marketing Communications, Storytelling, Event Planning, Internal Communications, Wealth Management, Leadership, Series 7
Education
Institute of Culinary Education 2005 — 2005
Diploma, Pastry Arts
Queens College
BA, Media Studies, Business And Liberal Arts
Wells Fargo Advisors January 2015 - Present
Wells Fargo October 2011 - December 2014
UBS January 2001 - September 2011
Godiva 2003 - 2004
NAAAP-NY 2002 - 2004
BHF-BANK 1999 - 2000
Skills
Editing, Public Relations, Crisis Communications, Research, Media Relations, Strategic Planning, Community Outreach, Social Media, Management, Project Management, Investments, Corporate Communications, Strategic Communications, Journalism, Event Management, Content Development, Press Releases, Marketing Communications, Storytelling, Event Planning, Internal Communications, Wealth Management, Leadership, Series 7
Education
Institute of Culinary Education 2005 — 2005
Diploma, Pastry Arts
Queens College
BA, Media Studies, Business And Liberal Arts
Oliver Pulley Oliver Pulley's BHF-BANK Experience 1989 - 1993
Job Founder SSI AG
Industry Investment Banking
Experience
SSI AG 2008 - Present
comdirect bank AG 2005 - 2008
SA SA Corp. January 1994 - January 2005
BHF-BANK 1989 - 1993
Skills
Private Equity, Venture Capital, Real Estate, Investments, Due Diligence, Corporate Finance, Mergers, Entrepreneurship, Corporate Development, Deal Sourcing, Business Strategy, Start-ups, Business Planning, Valuation, Financial Modeling, Risikokapital, Unternehmensstrategie, Privates Eigenkapital, Risikoprüfung, Unternehmertum, Wertbestimmung, Unternehmensfinanzierung, Fusionen und Übernahmen, Finanzmodelle, Investitionen, Unternehmensentwicklung, Investmentbank, Unternehmensplanung, Mergers & Acquisitions, Unternehmensführung
Education
Cornell University 1996 — 1999
B.A., R.E. Finance
New York University 1993 — 1995
Bachelor of Science (BSc)
SSI AG 2008 - Present
comdirect bank AG 2005 - 2008
SA SA Corp. January 1994 - January 2005
BHF-BANK 1989 - 1993
Skills
Private Equity, Venture Capital, Real Estate, Investments, Due Diligence, Corporate Finance, Mergers, Entrepreneurship, Corporate Development, Deal Sourcing, Business Strategy, Start-ups, Business Planning, Valuation, Financial Modeling, Risikokapital, Unternehmensstrategie, Privates Eigenkapital, Risikoprüfung, Unternehmertum, Wertbestimmung, Unternehmensfinanzierung, Fusionen und Übernahmen, Finanzmodelle, Investitionen, Unternehmensentwicklung, Investmentbank, Unternehmensplanung, Mergers & Acquisitions, Unternehmensführung
Education
Cornell University 1996 — 1999
B.A., R.E. Finance
New York University 1993 — 1995
Bachelor of Science (BSc)
Catherine Guinee Catherine Guinee's BHF-BANK Experience 1994 - 1995
Job Dynamic Corporate Analyst & Advisor Exploring Opportunities in Business Development and High Yield Financing
Industry Financial Services
Experience
Exploring Opportunities in Business Development and Finance 2009 - Present
Morgan Stanley 2006 - 2009
Moody's Investors Service 1995 - 2005
BHF-BANK 1994 - 1995
Bankers Trust Company of New York 1991 - 1994
Chrysler Capital Corporation 1989 - 1991
Bankers Trust Company of New York 1985 - 1989
Morgan Guaranty Trust Company of New York 1980 - 1983
Skills
Credit Analysis, Leveraged Finance, High Yield, Fixed Income, Private Equity, Credit Rating Advisory, Business Development, Management, Project Management, Mergers & Acquisitions, Corporate Finance, Business Strategy, Finance, Capital Markets, LBO, Portfolio Management, Investment Banking, Structured Finance, Banking, Financial Modeling, Investments, Financial Structuring, Financial Analysis, Equities, Strategy, Credit, Credit Risk, Valuation, Strategic Planning, Hedge Funds, Analysis, Project Finance, Emerging Markets, Bonds, Financial Services, Equity Research, Loans, Financial Markets, Risk Management
Education
University of South Carolina - Darla Moore School of Business 1983 — 1985
MIBS, International Business and Spanish
Lafayette College 1976 — 1980
AB, International Affairs, French
Exploring Opportunities in Business Development and Finance 2009 - Present
Morgan Stanley 2006 - 2009
Moody's Investors Service 1995 - 2005
BHF-BANK 1994 - 1995
Bankers Trust Company of New York 1991 - 1994
Chrysler Capital Corporation 1989 - 1991
Bankers Trust Company of New York 1985 - 1989
Morgan Guaranty Trust Company of New York 1980 - 1983
Skills
Credit Analysis, Leveraged Finance, High Yield, Fixed Income, Private Equity, Credit Rating Advisory, Business Development, Management, Project Management, Mergers & Acquisitions, Corporate Finance, Business Strategy, Finance, Capital Markets, LBO, Portfolio Management, Investment Banking, Structured Finance, Banking, Financial Modeling, Investments, Financial Structuring, Financial Analysis, Equities, Strategy, Credit, Credit Risk, Valuation, Strategic Planning, Hedge Funds, Analysis, Project Finance, Emerging Markets, Bonds, Financial Services, Equity Research, Loans, Financial Markets, Risk Management
Education
University of South Carolina - Darla Moore School of Business 1983 — 1985
MIBS, International Business and Spanish
Lafayette College 1976 — 1980
AB, International Affairs, French
John W. Holmquist John W. Holmquist's BHF-BANK Experience August 1987 - July 1999
Job Certified Financial Planner / Wealth Management Advisor
Industry Financial Services
Experience
Holmquist Wealth Mangement, Inc. June 2014 - Present
Western International Securities December 2009 - June 2014
Merrill Lynch August 2000 - November 2009
BHF-BANK August 1987 - July 1999
Citicorp June 1982 - August 1987
Skills
Retirement, Financial Planning, Investments, Asset Allocation, Investment Strategies, Wealth Management, Insurance, 401k, Entrepreneur, Financial Advisory, Retirement Planning, Annuities, Investment Advisory, Alternative Investments, Asset Protection
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1998
Masters of Business Administration
Valparaiso University 1979 — 1982
Bachelor of Science in Business Administration, Finance
West Bend West 1974 — 1978
Holmquist Wealth Mangement, Inc. June 2014 - Present
Western International Securities December 2009 - June 2014
Merrill Lynch August 2000 - November 2009
BHF-BANK August 1987 - July 1999
Citicorp June 1982 - August 1987
Skills
Retirement, Financial Planning, Investments, Asset Allocation, Investment Strategies, Wealth Management, Insurance, 401k, Entrepreneur, Financial Advisory, Retirement Planning, Annuities, Investment Advisory, Alternative Investments, Asset Protection
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1998
Masters of Business Administration
Valparaiso University 1979 — 1982
Bachelor of Science in Business Administration, Finance
West Bend West 1974 — 1978
Frank Campagniolo Frank Campagniolo's BHF-BANK Experience 1990 - 1997
Job Consultant at ACG Resources/Adams Consulting Group, LLC
Industry Banking
Experience
ACG Resources/Adams Consulting Group, LLC March 2014 - Present
The Korea Development Bank December 2001 - March 2014
The Outsourcing Partnership (Now Accume Partners) 1999 - 2001
Bank Brussels Lambert 1997 - 1999
BHF-Bank 1990 - 1997
Banca Nazionale Del Lavoro 1984 - 1989
Skills
Internal Audit, Banking, Internal Controls, Microsoft Office, Wholesale Banking, Compliance, Financial Analysis, Risk Management, Credit Risk, Credit, Finance, Credit Analysis, Investment Banking, Capital Markets, Commercial Banking, Loans, Financial Risk, Auditing
Education
Fordham University 1973 — 1977
White Plains High School 1970 — 1973
ACG Resources/Adams Consulting Group, LLC March 2014 - Present
The Korea Development Bank December 2001 - March 2014
The Outsourcing Partnership (Now Accume Partners) 1999 - 2001
Bank Brussels Lambert 1997 - 1999
BHF-Bank 1990 - 1997
Banca Nazionale Del Lavoro 1984 - 1989
Skills
Internal Audit, Banking, Internal Controls, Microsoft Office, Wholesale Banking, Compliance, Financial Analysis, Risk Management, Credit Risk, Credit, Finance, Credit Analysis, Investment Banking, Capital Markets, Commercial Banking, Loans, Financial Risk, Auditing
Education
Fordham University 1973 — 1977
White Plains High School 1970 — 1973
Tulasi Mohan Telaga, PMP Tulasi Mohan Telaga, PMP's BHF-BANK Experience 2000 - 2002
Job Senior Project Manager at Infosys
Industry Information Technology and Services
Experience
Toyota Motor Sales June 2014 - Present
Infosys December 2000 - Present
Royal Bank of Scotland February 2013 - May 2014
Ameriprise Financial Services, Inc. February 2009 - February 2013
Ameriprise Financial Services, Inc. February 2005 - February 2009
American Express 2002 - 2005
BHF-BANK 2000 - 2002
ABB May 2000 - November 2000
Skills
Software Project..., IBM Mainframe, Distributed Systems, Testing, SDLC, Test Management, Program Management, Global Delivery, CRM, Management, Change Management, Pre-sales, Resource Management, Stakeholder Management, Requirements Gathering, Vendor Management, Risk Management
Education
Project Management Institute 2011 — 2011
Project Management Professional ( PMP ), Project Management
Technische Universität Darmstadt / Darmstadt University of Technology 1999 — 2000
Masters, Electrical Engineering
Indian Institute of Technology, Kanpur 1998 — 2000
Masters, Electrical Engineering, A
Toyota Motor Sales June 2014 - Present
Infosys December 2000 - Present
Royal Bank of Scotland February 2013 - May 2014
Ameriprise Financial Services, Inc. February 2009 - February 2013
Ameriprise Financial Services, Inc. February 2005 - February 2009
American Express 2002 - 2005
BHF-BANK 2000 - 2002
ABB May 2000 - November 2000
Skills
Software Project..., IBM Mainframe, Distributed Systems, Testing, SDLC, Test Management, Program Management, Global Delivery, CRM, Management, Change Management, Pre-sales, Resource Management, Stakeholder Management, Requirements Gathering, Vendor Management, Risk Management
Education
Project Management Institute 2011 — 2011
Project Management Professional ( PMP ), Project Management
Technische Universität Darmstadt / Darmstadt University of Technology 1999 — 2000
Masters, Electrical Engineering
Indian Institute of Technology, Kanpur 1998 — 2000
Masters, Electrical Engineering, A
David Lefkovits, CFA David Lefkovits, CFA's BHF-BANK Experience January 1991 - August 1997
Job Senior Finance and Credit Risk Manager
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation June 2013 - Present
Rosemount Capital Management, LLC July 2005 - June 2012
WestLB July 2003 - December 2004
HVB Group 1997 - 2003
BHF-BANK January 1991 - August 1997
Morgan Stanley 1988 - 1990
Wells Fargo 1981 - 1984
Skills
Credit Risk, Capital Markets, Banking, Financial Institutions, Structured Finance, Emerging Markets, Derivatives, Trade Finance, Hedge Funds, CFOs, Microsoft Excel, QuickBooks, FAS 157, German, AML, KYC, Investment Valuation, Fund Accounting, Portuguese, Microsoft Dynamics, Finance, Financial Reporting, Start-ups, Corporate Finance, Credit, Investment Banking, Investments, Portfolio Management
Education
Stanford University Graduate School of Business 1986 — 1988
MBA, Finance
Yale University 1977 — 1981
BA, Music
Linton High School '77 1974 — 1977
Sumitomo Mitsui Banking Corporation June 2013 - Present
Rosemount Capital Management, LLC July 2005 - June 2012
WestLB July 2003 - December 2004
HVB Group 1997 - 2003
BHF-BANK January 1991 - August 1997
Morgan Stanley 1988 - 1990
Wells Fargo 1981 - 1984
Skills
Credit Risk, Capital Markets, Banking, Financial Institutions, Structured Finance, Emerging Markets, Derivatives, Trade Finance, Hedge Funds, CFOs, Microsoft Excel, QuickBooks, FAS 157, German, AML, KYC, Investment Valuation, Fund Accounting, Portuguese, Microsoft Dynamics, Finance, Financial Reporting, Start-ups, Corporate Finance, Credit, Investment Banking, Investments, Portfolio Management
Education
Stanford University Graduate School of Business 1986 — 1988
MBA, Finance
Yale University 1977 — 1981
BA, Music
Linton High School '77 1974 — 1977
Julie Konetzki Julie Konetzki's BHF-BANK Experience August 2000 - July 2005
Job Administrative Assistant at Robert Bosch LLC Automotive Aftermarket Division
Industry Higher Education
Experience
Robert Bosch LLC Automotive Aftermarket Division November 2014 - Present
self-employed February 2011 - Present
St Patrick Parish August 2009 - Present
Barrington High School August 2005 - June 2011
BHF-BANK August 2000 - July 2005
Skills
Near-native speaker of..., Experienced language..., Experienced child-care..., Higher Education, Curriculum Development, Teaching, Curriculum Design, language education, volunteering, Childcare, Committees, Teamwork, Organization, planning, testing, Assessment Development
Education
University of New England 2007 — 2009
Master of Arts (MA), Literacy
Concordia University-River Forest 2005 — 2007
Master of Arts (M.A.), Curriculum and Instruction
Illinois State University 1993 — 1995
Bachelor of Arts (B.A.), German and Education
Robert Bosch LLC Automotive Aftermarket Division November 2014 - Present
self-employed February 2011 - Present
St Patrick Parish August 2009 - Present
Barrington High School August 2005 - June 2011
BHF-BANK August 2000 - July 2005
Skills
Near-native speaker of..., Experienced language..., Experienced child-care..., Higher Education, Curriculum Development, Teaching, Curriculum Design, language education, volunteering, Childcare, Committees, Teamwork, Organization, planning, testing, Assessment Development
Education
University of New England 2007 — 2009
Master of Arts (MA), Literacy
Concordia University-River Forest 2005 — 2007
Master of Arts (M.A.), Curriculum and Instruction
Illinois State University 1993 — 1995
Bachelor of Arts (B.A.), German and Education
Helia L. Llompart Helia L. Llompart's BHF-BANK Experience January 1986 - January 1988
Job Executive Assistant at Pershing a BNY Mellon Co.
Industry Capital Markets
Experience
Pershing, a BNY Mellon company July 2012 - Present
Fiserv October 2001 - December 2012
Popular North America January 2000 - January 2001
Lehman Brothers January 1996 - January 1999
Prudential Securities January 1992 - January 1996
Merrill Lynch January 1988 - January 1991
BHF-BANK January 1986 - January 1988
Banco de la Provincia de Bs January 1980 - January 1986
Skills
Lotus Notes, Training, PowerPoint, Visio, Administrative..., Software Documentation, Access, Calendars, Banking, Customer Service, Marketing, Project Management
Education
University of Phoenix 2011 — 2015
Associate of Arts (AA), Business Administration and Management, General
University of Phoenix 2009 — 2015
Associate’s Degree, Business Administration and Management, General
Pershing, a BNY Mellon company July 2012 - Present
Fiserv October 2001 - December 2012
Popular North America January 2000 - January 2001
Lehman Brothers January 1996 - January 1999
Prudential Securities January 1992 - January 1996
Merrill Lynch January 1988 - January 1991
BHF-BANK January 1986 - January 1988
Banco de la Provincia de Bs January 1980 - January 1986
Skills
Lotus Notes, Training, PowerPoint, Visio, Administrative..., Software Documentation, Access, Calendars, Banking, Customer Service, Marketing, Project Management
Education
University of Phoenix 2011 — 2015
Associate of Arts (AA), Business Administration and Management, General
University of Phoenix 2009 — 2015
Associate’s Degree, Business Administration and Management, General
Ralph Della Rocca's BHF-BANK Experience November 1989 - May 2000
Job Director of Operations at Kingsland Capital Management
Industry Banking
Experience
Kingsland Capital Management May 2014 - Present
Onex Credit Partners June 2012 - April 2014
Markit December 2010 - June 2012
Callidus Capital Management August 2005 - May 2010
Katonah Capital May 2000 - June 2005
BHF-BANK November 1989 - May 2000
Bear Stearns November 1987 - November 1989
Skills
Asset Management, Loans, Portfolio Management, Structured Products, High Yield, Investor Relations, TRS, Fixed Income, Derivatives, Investment Banking, Trading, Hedge Funds, Alternative Investments, Operations Management, Asset Managment, Finance, Valuation, Credit, Leveraged Finance, Mutual Funds, Relationship Management, Banking
Education
Syracuse University
Bachelor of Science
Kingsland Capital Management May 2014 - Present
Onex Credit Partners June 2012 - April 2014
Markit December 2010 - June 2012
Callidus Capital Management August 2005 - May 2010
Katonah Capital May 2000 - June 2005
BHF-BANK November 1989 - May 2000
Bear Stearns November 1987 - November 1989
Skills
Asset Management, Loans, Portfolio Management, Structured Products, High Yield, Investor Relations, TRS, Fixed Income, Derivatives, Investment Banking, Trading, Hedge Funds, Alternative Investments, Operations Management, Asset Managment, Finance, Valuation, Credit, Leveraged Finance, Mutual Funds, Relationship Management, Banking
Education
Syracuse University
Bachelor of Science
Benjamin Hein, CFA CIPM CFP® Benjamin Hein, CFA CIPM CFP®'s BHF-BANK Experience June 1994 - June 1996
Job Investment and wealth management executive (COO, CIO, President)
Industry Investment Management
Experience
BigSur Partners October 2014 - Present
EFG Capital Advisors, Inc. September 2007 - September 2014
SunTrust Bank September 2000 - September 2007
John Hancock September 1996 - May 2000
BHF-BANK June 1994 - June 1996
Skills
Investment Management, Portfolio Management, Asset Allocation, Private Clients, Wealth Management, Alternative Investments, Financial Futures, Commodity Markets, Real Estate, Hedge Funds, Private Equity, Operational Due..., Manager Selection, Fixed Income, Equities, Performance Measurement, Investment Compliance, Investment Advisor..., Registered Investment..., Offshore Funds, Fund Directorships, Fund Regulation, Fund Administration, Operational Risk..., Risk Management, Audit Management, Series 3, Series 7, Series 65, Banking, Securities, Asset Management, Capital Markets, Investment Banking, Due Diligence, Operational Risk, Private Banking, Financial Modeling, Investments, Management, Leadership, Mutual Funds
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1992 — 1994
M.A., International Economics & European Studies
Columbia University in the City of New York 1987 — 1991
B.A., Economics, German, Portuguese
BigSur Partners October 2014 - Present
EFG Capital Advisors, Inc. September 2007 - September 2014
SunTrust Bank September 2000 - September 2007
John Hancock September 1996 - May 2000
BHF-BANK June 1994 - June 1996
Skills
Investment Management, Portfolio Management, Asset Allocation, Private Clients, Wealth Management, Alternative Investments, Financial Futures, Commodity Markets, Real Estate, Hedge Funds, Private Equity, Operational Due..., Manager Selection, Fixed Income, Equities, Performance Measurement, Investment Compliance, Investment Advisor..., Registered Investment..., Offshore Funds, Fund Directorships, Fund Regulation, Fund Administration, Operational Risk..., Risk Management, Audit Management, Series 3, Series 7, Series 65, Banking, Securities, Asset Management, Capital Markets, Investment Banking, Due Diligence, Operational Risk, Private Banking, Financial Modeling, Investments, Management, Leadership, Mutual Funds
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1992 — 1994
M.A., International Economics & European Studies
Columbia University in the City of New York 1987 — 1991
B.A., Economics, German, Portuguese
Klaus W. Nierendorf's BHF-BANK Experience 1985 - 1994
Job Owner, N C
Industry Management Consulting
Experience
Nierendorf Consulting June 2003 - Present
Nierendorf Consulting January 2003 - Present
AGBC Frankfurt 1998 - Present
Commerzbank AG June 1998 - March 2003
BHF BANK 1985 - 1994
Citicorp Citi Bank September 1981 - December 1984
Skills
Asset Managment, Asset Management, Private Equity, Private Banking, Marketing, Mergers, Project Management, Mergers & Acquisitions, Wealth Management, Management, Finance, Banking, Business Development, Management Consulting, Corporate Finance, Business Strategy
Education
Clark University 1980 — 1981
MBA, Managementwissenschaften
New York University
Computer Science
Nierendorf Consulting June 2003 - Present
Nierendorf Consulting January 2003 - Present
AGBC Frankfurt 1998 - Present
Commerzbank AG June 1998 - March 2003
BHF BANK 1985 - 1994
Citicorp Citi Bank September 1981 - December 1984
Skills
Asset Managment, Asset Management, Private Equity, Private Banking, Marketing, Mergers, Project Management, Mergers & Acquisitions, Wealth Management, Management, Finance, Banking, Business Development, Management Consulting, Corporate Finance, Business Strategy
Education
Clark University 1980 — 1981
MBA, Managementwissenschaften
New York University
Computer Science
Annette Steingass's BHF-BANK Experience August 1993 - July 1995
Job Global Product Manager at adidas
Industry Sporting Goods
Kevin Braddish's BHF-BANK Experience 1999 - 2005
Job Co President at Ivy Hill Asset Management
Industry Financial Services
Experience
Ivy Hill Asset Management April 2010 - Present
Ares Capital Corporation April 2010 - Present
Allied Capital March 2009 - January 2011
Emporia Capital Management March 2005 - March 2009
BHF-BANK 1999 - 2005
GE Capital 1995 - October 1999
The Bank of New York 1983 - 1996
Skills
Leveraged Finance, Portfolio Management, Loans, Middle Market, Credit, Mezzanine, Equities, Asset Management, Investments, Banking, Loan Origination, Asset Based Lending, Securitization, Private Equity
Education
William & Mary 1978 — 1982
BBA, Business
Adelphi University
MBA, Finance
Ivy Hill Asset Management April 2010 - Present
Ares Capital Corporation April 2010 - Present
Allied Capital March 2009 - January 2011
Emporia Capital Management March 2005 - March 2009
BHF-BANK 1999 - 2005
GE Capital 1995 - October 1999
The Bank of New York 1983 - 1996
Skills
Leveraged Finance, Portfolio Management, Loans, Middle Market, Credit, Mezzanine, Equities, Asset Management, Investments, Banking, Loan Origination, Asset Based Lending, Securitization, Private Equity
Education
William & Mary 1978 — 1982
BBA, Business
Adelphi University
MBA, Finance
Eugene Tierney's BHF-BANK Experience April 1997 - November 2001
Job Vice President at SMBC
Industry Banking
Experience
Sumitomo Mitsui Banking Corporation May 2002 - Present
PB Capital April 1997 - November 2001
BHF-BANK April 1997 - November 2001
The Fuji Bank, Ltd. 1989 - 1997
Skills
CISA, Banking, Internal Audit, Auditing, Internal Controls, Risk Management, Financial Analysis, Operational Risk..., Financial Risk, Accounting, Credit, Credit Risk, Corporate Finance, Financial Reporting, Enterprise Risk..., Operational Risk, Finance, Capital Markets, Financial Services
Education
Manhattan College 1980 — 1984
BS, Accounting, Computer Information Systems
Sumitomo Mitsui Banking Corporation May 2002 - Present
PB Capital April 1997 - November 2001
BHF-BANK April 1997 - November 2001
The Fuji Bank, Ltd. 1989 - 1997
Skills
CISA, Banking, Internal Audit, Auditing, Internal Controls, Risk Management, Financial Analysis, Operational Risk..., Financial Risk, Accounting, Credit, Credit Risk, Corporate Finance, Financial Reporting, Enterprise Risk..., Operational Risk, Finance, Capital Markets, Financial Services
Education
Manhattan College 1980 — 1984
BS, Accounting, Computer Information Systems
Gernot Reiners's BHF-BANK Experience 1986 - 1997
Job Independent Investment Banking Professional
Industry Investment Banking
Matthew Blesso's BHF-BANK Experience January 1999 - March 2001
Job Humanitarian, Real Estate Developer and Founder/CEO, Blesso Properties
Industry Real Estate
Experience
Blesso Properties January 2001 - Present
BHF-BANK January 1999 - March 2001
Societe Generale June 1996 - July 1998
NatWest Bank September 1995 - June 1996
Skills
Investment Properties, Selling, Training, Real Estate Financing, Sustainable Design, Architectural Design, Financial Modeling, Commercial Real Estate, Real Estate Private..., Investors, Architecture, International Real..., Private Equity, Venture Capital, Mixed-use, Real Estate, Architectures, Joint Ventures, Investments, Real Estate Development, Disposition, Property, Corporate Real Estate, Apartments, Finance, Financial Structuring, Real Estate Economics, Due Diligence, Sustainability, Location Intelligence, Real Estate Transactions, Land Acquisition, Brokerage, Urban Design, Real Estate Investor, New Venture Development
Education
New York University 1999 — 2003
MS, Real Estate Development
University of Rochester 1991 — 1995
Bachelor of Arts (BA), Economics
Blesso Properties January 2001 - Present
BHF-BANK January 1999 - March 2001
Societe Generale June 1996 - July 1998
NatWest Bank September 1995 - June 1996
Skills
Investment Properties, Selling, Training, Real Estate Financing, Sustainable Design, Architectural Design, Financial Modeling, Commercial Real Estate, Real Estate Private..., Investors, Architecture, International Real..., Private Equity, Venture Capital, Mixed-use, Real Estate, Architectures, Joint Ventures, Investments, Real Estate Development, Disposition, Property, Corporate Real Estate, Apartments, Finance, Financial Structuring, Real Estate Economics, Due Diligence, Sustainability, Location Intelligence, Real Estate Transactions, Land Acquisition, Brokerage, Urban Design, Real Estate Investor, New Venture Development
Education
New York University 1999 — 2003
MS, Real Estate Development
University of Rochester 1991 — 1995
Bachelor of Arts (BA), Economics
Amanda Montgomery's BHF-BANK Experience 1995 - 1997
Job Managing Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank February 2000 - Present
UBS investment bank 2000 - 2009
Lehman Brothers Bank July 1997 - January 2000
BHF-BANK 1995 - 1997
Credit Suisse 1991 - 1995
JP Morgan 1989 - 1991
JP Morgan 1989 - 1991
CIGNA Insurance 1986 - 1988
CIGNA Insurance 1986 - 1988
CIGNA Insurance 1986 - 1988
Skills
Investment Banking, Loans, Risk Management, High Yield, Leveraged Finance, Capital Markets, Management, Hedge Funds, Capital Structure, Fixed Income, Private Equity, Derivatives
Education
Northwestern University - Kellogg School of Management 1988 — 1989
MBA, Finance and Accounting
University of Richmond - Robins School of Business 1982 — 1986
BS, Finance
Staples High School
UBS Investment Bank February 2000 - Present
UBS investment bank 2000 - 2009
Lehman Brothers Bank July 1997 - January 2000
BHF-BANK 1995 - 1997
Credit Suisse 1991 - 1995
JP Morgan 1989 - 1991
JP Morgan 1989 - 1991
CIGNA Insurance 1986 - 1988
CIGNA Insurance 1986 - 1988
CIGNA Insurance 1986 - 1988
Skills
Investment Banking, Loans, Risk Management, High Yield, Leveraged Finance, Capital Markets, Management, Hedge Funds, Capital Structure, Fixed Income, Private Equity, Derivatives
Education
Northwestern University - Kellogg School of Management 1988 — 1989
MBA, Finance and Accounting
University of Richmond - Robins School of Business 1982 — 1986
BS, Finance
Staples High School
Scott Finch's BHF-BANK Experience 1997 - 2000
Job Senior Deputy Treasurer at Motiva Enterprises LLC
Industry Executive Office
Experience
Motiva Enterprises LLC July 2015 - Present
ION Geophysical August 2012 - July 2015
OceanGeo, an ION Geophysical company March 2014 - September 2014
Consultant April 2009 - May 2012
Pulte Homes, Inc. April 2007 - December 2008
Cooper Standard Automotive November 2004 - March 2007
American Electric Power October 2000 - 2004
BHF-BANK 1997 - 2000
UBS 1993 - 1997
Skills
Capital Markets, Syndications, Risk Management, Credit, Loans, Debt, Structured Finance, Structuring, Mergers, Banking, Strategic Planning, Energy, Insurance, Due Diligence, Corporate Finance, FX, Restructuring, Negotiation, Mergers & Acquisitions, Treasury, Financial Structuring, Management, FX Options, Financial Modeling, Financial Analysis, Finance
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA, Finance
Vanderbilt University Law School 1986 — 1989
JD
University of Michigan 1982 — 1986
BGS, Philosophy, Political Science
Traverse City Senior High School
Motiva Enterprises LLC July 2015 - Present
ION Geophysical August 2012 - July 2015
OceanGeo, an ION Geophysical company March 2014 - September 2014
Consultant April 2009 - May 2012
Pulte Homes, Inc. April 2007 - December 2008
Cooper Standard Automotive November 2004 - March 2007
American Electric Power October 2000 - 2004
BHF-BANK 1997 - 2000
UBS 1993 - 1997
Skills
Capital Markets, Syndications, Risk Management, Credit, Loans, Debt, Structured Finance, Structuring, Mergers, Banking, Strategic Planning, Energy, Insurance, Due Diligence, Corporate Finance, FX, Restructuring, Negotiation, Mergers & Acquisitions, Treasury, Financial Structuring, Management, FX Options, Financial Modeling, Financial Analysis, Finance
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA, Finance
Vanderbilt University Law School 1986 — 1989
JD
University of Michigan 1982 — 1986
BGS, Philosophy, Political Science
Traverse City Senior High School
Bart O'Brien's BHF-BANK Experience January 1987 - January 1999
Job Vice President at Fortis Bank
Industry Banking
Experience
Fortis Bank September 2004 - Present
Danske Bank September 1999 - September 2004
BHF-BANK January 1987 - January 1999
Rainier Bank June 1985 - December 1987
Barclays Bank June 1983 - June 1985
JP Morgan June 1980 - June 1983
Education
Manhattan College 1976 — 1981
BA, Liberal Arts
Fortis Bank September 2004 - Present
Danske Bank September 1999 - September 2004
BHF-BANK January 1987 - January 1999
Rainier Bank June 1985 - December 1987
Barclays Bank June 1983 - June 1985
JP Morgan June 1980 - June 1983
Education
Manhattan College 1976 — 1981
BA, Liberal Arts
Henry Molina's BHF-BANK Experience October 1990 - August 1994
Job Director Global Quality Assurance Audit
Industry Investment Banking
Experience
Citi February 2014 - Present
Standard Chartered Bank June 2013 - January 2014
DEUTSCHE BANK AG May 2006 - June 2013
HSBC BANK USA, NATIONAL ASSOCIATION April 2004 - May 2006
FIDUCIARY TRUST COMPANY INTERNATIONAL May 2003 - January 2004
LANDESBANK BADEN-WURTTENBERG December 2002 - May 2003
NATIONAL AUSTRALIA BANK May 1997 - May 2002
BEA ASSOCIATES INVESTMENT MANAGEMENT INC August 1994 - May 1997
BHF BANK October 1990 - August 1994
Skills
Risk Management, Compliance Testing, Financial Risk, Banking, Fixed Income, Bank Secrecy Act, AML, USA PATRIOT Act, OFAC, Compliance, Internal Audit, Accounting, Derivatives, Portfolio Management, Finance, KYC, Equities, Corporate Governance, Auditing, Internal Controls, Trading
Education
New Jersey City University
B.A 2002, M.A, 2006
Citi February 2014 - Present
Standard Chartered Bank June 2013 - January 2014
DEUTSCHE BANK AG May 2006 - June 2013
HSBC BANK USA, NATIONAL ASSOCIATION April 2004 - May 2006
FIDUCIARY TRUST COMPANY INTERNATIONAL May 2003 - January 2004
LANDESBANK BADEN-WURTTENBERG December 2002 - May 2003
NATIONAL AUSTRALIA BANK May 1997 - May 2002
BEA ASSOCIATES INVESTMENT MANAGEMENT INC August 1994 - May 1997
BHF BANK October 1990 - August 1994
Skills
Risk Management, Compliance Testing, Financial Risk, Banking, Fixed Income, Bank Secrecy Act, AML, USA PATRIOT Act, OFAC, Compliance, Internal Audit, Accounting, Derivatives, Portfolio Management, Finance, KYC, Equities, Corporate Governance, Auditing, Internal Controls, Trading
Education
New Jersey City University
B.A 2002, M.A, 2006
Tingting Suo's BHF-BANK Experience January 2007 - February 2007
Job
Industry
Experience
Tanaka Capital Management August 2009 - December 2009
BHF-BANK January 2007 - February 2007
Bank of China January 2006 - February 2006
Education
Rutgers Business School 2008 — 2010
Master, Quantitative Finance
Shanghai University of Finance and Economics
Bachelor, Economics; Finance
Toulouse Business School
Tanaka Capital Management August 2009 - December 2009
BHF-BANK January 2007 - February 2007
Bank of China January 2006 - February 2006
Education
Rutgers Business School 2008 — 2010
Master, Quantitative Finance
Shanghai University of Finance and Economics
Bachelor, Economics; Finance
Toulouse Business School
Heidimarie Skor, CFA's BHF-BANK Experience 1989 - 2001
Job Sr. Credit Analyst at West Gate Horizons Advisors
Industry Investment Management
Experience
West Gate Horizons Advisors Senior Credit ConsultantING Capital Advisors, LLC2001 - 2005
BHF-BANK 1989 - 2001
Education
Fordham Gabelli School of Business 1987 — 1989
MBA, Finance
Fordham University 1981 — 1985
BS, Business/Finance
West Gate Horizons Advisors Senior Credit ConsultantING Capital Advisors, LLC2001 - 2005
BHF-BANK 1989 - 2001
Education
Fordham Gabelli School of Business 1987 — 1989
MBA, Finance
Fordham University 1981 — 1985
BS, Business/Finance
Christian David Heitzman's BHF-BANK Experience May 1997 - July 2003
Job Vice President Granite Community Bank
Industry Banking
Experience
Granite Community Bank (The First National Bank of Cold Spring) September 2009 - Present
Piper Jaffray July 2005 - July 2009
The First National Bank of Cold Spring July 2003 - July 2005
BHF-BANK May 1997 - July 2003
Skills
Portfolio Management, Fixed Income, Financial Analysis, Equities, Investment Banking, Credit, Loans, Financial Markets, Bonds, Financial Structuring, Trading, Management, Risk Management, Credit Analysis, Interest Rate..., Securities, Commercial Banking, Strategic Planning, Business Strategy, Analysis
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 1998
MBA, Financial Services
Universität Trier 1992 — 1993
Germanistik
Saint John's University 1988 — 1992
BA, Modern European Studies
Universität Salzburg 1990 — 1991
Germanistik
Granite Community Bank (The First National Bank of Cold Spring) September 2009 - Present
Piper Jaffray July 2005 - July 2009
The First National Bank of Cold Spring July 2003 - July 2005
BHF-BANK May 1997 - July 2003
Skills
Portfolio Management, Fixed Income, Financial Analysis, Equities, Investment Banking, Credit, Loans, Financial Markets, Bonds, Financial Structuring, Trading, Management, Risk Management, Credit Analysis, Interest Rate..., Securities, Commercial Banking, Strategic Planning, Business Strategy, Analysis
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 1998
MBA, Financial Services
Universität Trier 1992 — 1993
Germanistik
Saint John's University 1988 — 1992
BA, Modern European Studies
Universität Salzburg 1990 — 1991
Germanistik
Wes Sullivan's BHF-BANK Experience June 1994 - December 1994
Job Managing Director, Fixed Income Capital Markets at Baird
Industry Capital Markets
Experience
Baird April 2002 - Present
Refco April 1997 - March 2002
Pershing, a BNY Mellon company October 1995 - June 1997
Société Générale January 1995 - October 1995
BHF-BANK June 1994 - December 1994
Education
Georgia State University 1989 — 1993
Bachelor’s Degree, Major Economics, Minor Finance
Baird April 2002 - Present
Refco April 1997 - March 2002
Pershing, a BNY Mellon company October 1995 - June 1997
Société Générale January 1995 - October 1995
BHF-BANK June 1994 - December 1994
Education
Georgia State University 1989 — 1993
Bachelor’s Degree, Major Economics, Minor Finance
Michael Bienkowski's BHF-BANK Experience March 1999 - March 2000
Job Prime ServicesClient Service Rep/Account Mgr
Industry Banking
Experience
Credit Suisse September 2007 - Present
Jefferies April 2000 - March 2007
BHF-BANK March 1999 - March 2000
Bankers Trust Alex Brown Intl January 1998 - March 1999
Education
Texas A&M University
Bachelor of Business Administration (BBA), Finance, General
Credit Suisse September 2007 - Present
Jefferies April 2000 - March 2007
BHF-BANK March 1999 - March 2000
Bankers Trust Alex Brown Intl January 1998 - March 1999
Education
Texas A&M University
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.