Deutsche Asset & Wealth Management

Industry: Asset management company

Description

Headquarters: Germany Founded: August 1956 Subsidiaries: Deutsche Asset Management (International) Ltd., Deutsche Asset Management (Asia) Limited

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Deutsche Asset & Wealth Management Employees

Employee
Years
Job
Industry
Meredith Meyers Meredith Meyers Greater Chicago Area Details
Meredith Meyers's Deutsche Asset & Wealth Management Experience September 2015 - Present
Job ETF Sales Consultant at Deutsche Asset & Wealth Management
Industry Investment Management
Experience
Deutsche Asset & Wealth Management   September 2015 - Present
Fidelity Investments  December 2013 - August 2015
Fidelity Investments  September 2012 - December 2013

Education
Indiana University - Kelley School of Business   2008 — 2012
Bachelor of Science, Marketing

Universita Cattolica del Sacro Cuore   2011 — 2011
Italian Language and Culture, Luxury Fashion Marketing, Business Communications

Michael Laura, CFA, CIMA®, CFP® Michael Laura, CFA, CIMA®, CFP® Greater Atlanta Area Details
Michael Laura, CFA, CIMA®, CFP®'s Deutsche Asset & Wealth Management Experience August 2012 - March 2014
Job Senior Regional Vice President ETF Portfolio Consultant at Invesco PowerShares
Industry Investment Management
Experience
Invesco PowerShares  May 2015 - Present
Virtus Investment Partners  March 2014 - May 2015
Deutsche Asset & Wealth Management   August 2012 - March 2014
Merrill Lynch  March 2008 - March 2012
Northern Trust Wealth Management  June 2007 - March 2008
U.S. Trust   November 2003 - June 2007
Banc of America Investments  November 2001 - November 2003
A.G. Edwards   August 1995 - November 2001

Skills
Series 65, Series 7, Portfolio Management, Behavioral Finance, Monetary Policy, Politics, Strategic Financial..., Personal Financial..., Wealth Management, Global Investment..., Asset Allocation, Financial Risk..., Alternative Investments, Private Banking, Wealth Management..., Investments, Fixed Annuities, Investment Advisory, Hedge Funds, Investment Strategies, Retirement Planning, Financial Advisory, Series 63, High Net Worth..., Financial Markets, Asset Management, Mutual Funds, Retirement, Series 24, Uniform Combined State..., Presenting Solutions, Equities, Securities, Investment Management, Separately Managed..., Economics, Options, Structured Products, Bonds, Wealth, Finance, 401k, ETFs, IRAs, FINRA, Financial Analysis, Equity Research, Financial Services, Morningstar, Financial Planning

Education
College for Financial Planning   2002 — 2006
M.S., Financial Analysis

University of South Florida - College of Business Administration   1998 — 2000
B.S., Economics, International Finance

Lucinda Stebbins Lucinda Stebbins Wellesley Hills, Massachusetts Details
Lucinda Stebbins's Deutsche Asset & Wealth Management Experience April 2004 - Present
Job Corporate Director at Tekla Funds (formerly Hambrecht and Quist Funds)
Industry Investment Management
Experience
Solstice Home Care, Inc.   February 2014 - Present
Tekla Funds (formerly Hambrecht and Quist Funds)   2006 - Present
Deutsche Asset & Wealth Management   April 2004 - Present

Skills
Portfolio Management, Financial Modeling, Asset Management, Risk Management, Business Strategy, Equities, Corporate Finance, Taxation

Education
Babson College - Franklin W. Olin Graduate School of Business   1980 — 1984
Master of Business Administration (MBA), Accounting and Finance

Wellesley College   1963 — 1967
Bachelor's degree, Economics

Carolyn Gilbert Carolyn Gilbert Greater Chicago Area Details
Carolyn Gilbert's Deutsche Asset & Wealth Management Experience April 2014 - Present
Job Internal Sales Consultant at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   April 2014 - Present
Morningstar  July 2013 - April 2014
Morningstar  September 2012 - July 2013
Morningstar  March 2012 - September 2012
Groupon  June 2011 - March 2012
Illini Media  March 2010 - March 2011
Illini Media  May 2009 - March 2010

Skills
Online Advertising, Management, Sales Management, Sales, Selling, Social Media Marketing, Account Management, Salesforce.com, Digital Marketing, Social Networking, Event Management, Advertising Sales, Facebook, Morningstar Direct, Morningstar, Advertising, Online Marketing, Email Marketing, Cold Calling

Education
University of Illinois at Urbana-Champaign   2007 — 2011
B.A., Communication and English

Nicholas Daft Nicholas Daft Greater New York City Area Details
Nicholas Daft's Deutsche Asset & Wealth Management Experience 2007 - Present
Job Equity Analyst | Portfolio Manager
Industry Investment Management
Experience
Deutsche Asset & Wealth Management   2007 - Present
Heidrick & Struggles  2006 - 2007
Buckeye Capital Partners   2005 - 2006
DraftWorldWide  2001 - 2003
Wasserstein & Co.   2000 - 2001

Skills
Valuation, Financial Modeling, Corporate Finance, Due Diligence, Portfolio Management, Market Research, Investment Strategies, Risk Metrics, Product Optimization, Idea Generation, Performance Reporting, Fundamental Analysis, Equities, Energy Sector, Materials Sector, Valuation Modeling, Equity Research Analysis, Bloomberg, Factset, Microsoft Excel, Microsoft PowerPoint

Education
Columbia University - Columbia Business School   2003 — 2005
Master of Business Administration (MBA), Finance

Williams College   1996 — 2000
Bachelor of Arts (BA), Asian Studies

Helen Jun Helen Jun San Francisco Bay Area Details
Helen Jun's Deutsche Asset & Wealth Management Experience July 2007 - Present
Job Associate, Deutsche Asset & Wealth Management
Industry Real Estate
Experience
Deutsche Asset & Wealth Management   July 2007 - Present
Public Financial Management  May 2004 - June 2007
Federal Home Loan Bank of San Francisco  June 1997 - June 2002

Skills
Risk Management, Valuation, Asset Management, Due Diligence

Education
St. Joseph Notre Dame High School   1984 — 1988

UC Davis

Christian Schroeder, CFA Christian Schroeder, CFA Chicago, Illinois Details
Christian Schroeder, CFA's Deutsche Asset & Wealth Management Experience 2013 - Present
Job Equity Analyst at Deutsche Asset & Wealth Management
Industry Investment Management
Experience
Deutsche Asset & Wealth Management   2013 - Present
Deutsche Asset & Wealth Management   2009 - 2013
EII Capital Management   2007 - 2008
maxingvest ag   2006 - 2007
Pacific Sun Investment Management (HK) Ltd   2006 - 2006
Preisler Construction Limited   2005 - 2005

Education
London Business School   2012 — 2014
MS in Finance (part-time program)

CFA Institute
CFA Charterholder

Private University of Applied Sciences Goettingen   2003 — 2007
BS in Business Administration

Stephen DiMaio Stephen DiMaio Pembroke, Massachusetts Details
Stephen DiMaio's Deutsche Asset & Wealth Management Experience January 2013 - Present
Job Senior Regional Vice President at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   January 2013 - Present
DWS Investments  January 2009 - December 2012
DWS Investments  May 2004 - December 2008
Columbia Funds  December 1999 - May 2004

Skills
Alternative Investments, Asset Allocation, ETFs, Investments, Mutual Funds, Securities, Separately Managed..., Series 6, Series 63, Series 7, Wealth Management, Equities, Asset Management, Fixed Income, Investment Management, Financial Services

Education
Northeastern University   2013 — 2016
Bachelor of Science (BS), Organizational Leadership

Rhode Island College   1989 — 1991
Business Administration and Management, General

Massachusetts College of Liberal Arts   1987 — 1989
History

William Bryce William Bryce Georgetown, Massachusetts Details
William Bryce's Deutsche Asset & Wealth Management Experience April 1991 - Present
Job Head of Mutual Fund Performance Oversight at Deutsche Asset & Wealth Management
Industry Investment Banking
Experience
Deutsche Asset & Wealth Management   April 1991 - Present
Liberty Funds Group  September 1998 - September 2000

Skills
Fluent in German, Project Management, Portfolio Management, Management, Competitive Analysis, Investments, Mutual Funds, Internal Controls, Marketing, Integration, Policy, Testing, Alternative Investments, Asset Management, Bloomberg, Investment Management, Securities, Asset Allocation, Sarbanes-Oxley, Fund Of Funds, Financial Analysis, Emerging Markets, Equities, Fixed Income

Education
Northeastern University   1994 — 1997
Master of Business Administration (M.B.A.), Accounting and Finance

Northeastern University   1985 — 1990
Bachelor of Science (B.S.) in Business Administration, Accounting and Finance

Robb Allen Robb Allen Greater Detroit Area Details
Robb Allen's Deutsche Asset & Wealth Management Experience January 2011 - June 2014
Job Vice President at Eaton Vance Investment Managers
Industry Financial Services
Experience
Eaton Vance  June 2014 - Present
Deutsche Asset & Wealth Management   January 2011 - June 2014
DWS Investments  September 2005 - March 2011
DWS Investments  2000 - 2005

Skills
Alternative Investments, Asset Allocation, Asset Management, ETFs, Investment Strategies, Investments, Mutual Funds, Series 63, Series 7, Wealth Management

Education
DePaul University   1996 — 2000

St. Francis High School   1991 — 1995

Maximilian Sparshatt Maximilian Sparshatt Greater New York City Area Details
Maximilian Sparshatt's Deutsche Asset & Wealth Management Experience July 2013 - Present
Job Analyst at Deutsche Asset & Wealth Management
Industry Banking
Experience
Deutsche Asset & Wealth Management   July 2013 - Present
The College of New Jersey  September 2012 - June 2013
Discovery Data, An Ipreo Company  July 2012 - September 2012

Skills
Data Analysis, Financial Analysis, MS Office Products, Bloomberg Terminal

Education
The College of New Jersey   2009 — 2013
Bachelor's Degree, Finance, General

Monica Giove Monica Giove Greater New York City Area Details
Monica Giove's Deutsche Asset & Wealth Management Experience October 2014 - Present
Job Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   October 2014 - Present
Deutsche Bank  October 2012 - September 2014
Deutsche Asset Management  October 2006 - November 2012
Houlihan Lokey  July 1999 - January 2006

Skills
Fixed Income, Equities, Corporate Finance, Series 7, Financial Markets, Financial Services, Risk Management, Venture Capital, Options, Banking, Microsoft Excel, Mergers & Acquisitions, Structured Finance, Restructuring, Mutual Funds, Lotus Notes, Management, Series 63, Investor Relations

Education
City University of New York-College of Staten Island   1999 — 2001

Katherine Gibbs School   1998 — 2000
Associate's degree, Business Administration, Management and Operations

Alissa Chu Alissa Chu Greater New York City Area Details
Alissa Chu's Deutsche Asset & Wealth Management Experience July 2014 - Present
Job Wealth Management Strategy Analyst at Deutsche Bank Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   July 2014 - Present
Yale University  September 2013 - May 2014
Department of Mathematics, Yale University   January 2013 - December 2013
Deutsche Asset & Wealth Management   June 2013 - August 2013
Department of Economics, Yale University   November 2011 - May 2013
Yale University Library  December 2010 - May 2012

Skills
Vietnamese (Native), English (Fluent), French (Advanced), Stata, C++, Microsoft Office, English, French, Economics, PowerPoint, Microsoft Excel, Microsoft Word, Pascal, Excel, Mathematics, Windows, Word, Access, Vietnamese, Mandarin, Leadership, Statistics, Matlab, Teaching, Data Analysis

Education
Yale University   2010 — 2014
Bachelor of Arts, Economics and Mathematics, 3.9/4.0

Beijing Language and Culture University   2012 — 2012
Second year Mandarin, Chinese, 4.0

École l'Étoile   2011 — 2011
Summer Program, French, 4.0

High School for Gifted Students, Hanoi National University of Education   2007 — 2010
High School, Computer Science, 9.5/10

David Brooten David Brooten New York, New York Details
David Brooten's Deutsche Asset & Wealth Management Experience May 2013 - Present
Job Head of Sales Reporting at Deutsche Asset & Wealth Management Global Client Group
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   May 2013 - Present
Deutsche Asset & Wealth Management   April 2008 - April 2013
KPMG LLP  September 2003 - March 2008

Skills
Accounting, DCF Valuation, Financial Reporting, Business Analytics, Asset Managment, IFRS, US GAAP reporting, Financial Modeling, Business Planning, Asset Management, Hedge Funds, Valuation, Bloomberg, Equities, Fixed Income, Risk Management

Education
Villanova University   2003 — 2004
Master's Degree, Accounting and Professional Consultancy

Bucknell University   1999 — 2003
B.S. Business Administration, Accounting, Cum Laude

Jay Park Jay Park Greater New York City Area Details
Jay Park's Deutsche Asset & Wealth Management Experience September 2013 - Present
Job Associate, Deutsche Bank
Industry Investment Management
Experience
Deutsche Asset & Wealth Management   September 2013 - Present
Sponsors for Educational Opportunity  September 2014 - Present
Deutsche Asset & Wealth Management   June 2012 - August 2013
Off The Street Club   July 2012 - July 2013
Deloitte  January 2012 - March 2012
Deutsche Asset & Wealth Management   May 2011 - August 2011
Standard Chartered Bank  September 2009 - December 2009
US Army  January 2007 - September 2009

Education
The Johns Hopkins University   2015 — 2018
Master of Science (MS), Computer Science

University of Illinois at Urbana-Champaign - College of Business   2005 — 2012
Bachelor of Science, Accounting (Major) Finance (Concentration), 3.7 (Honors)

Julie Schaeffer Julie Schaeffer Greater Chicago Area Details
Julie Schaeffer's Deutsche Asset & Wealth Management Experience October 2002 - June 2015
Job Content Strategy and Execution in Financial Services
Industry Marketing and Advertising
Experience
William Blair & Company  July 2015 - Present
orangeMOSAIC LLC (Financial Communications With Color)   October 2002 - June 2015
Deutsche Asset & Wealth Management   October 2002 - June 2015
Scudder Investments  April 1999 - October 2002
Smith, Bucklin & Associates   February 1997 - April 1999
Canright & Paule   July 1995 - February 1997
Philips Consumer Electronics Company  February 1994 - July 1995
Whittle Communications  January 1992 - February 1994

Skills
Financial Services, Asset Management, Investment Management, Marketing, Marketing Communications, Marketing Strategy, Mutual Funds, Investments, Asset Managment, Alternative Investments, Newsletters, Series 63, Series 7, Wealth Management, Retirement Planning, Strategy, Management, ETFs, Retirement

Education
Miami University   1989 — 1992
B.A., Journalism (Cum Laude)

John B. Ashley John B. Ashley Greater Philadelphia Area Details
John B. Ashley's Deutsche Asset & Wealth Management Experience May 2005 - December 2013
Job Senior Counsel at HartfordFunds
Industry Law Practice
Experience
Hartford Funds  July 2014 - Present
Deutsche Asset & Wealth Management   May 2005 - December 2013
UBS Wealth Management  April 2002 - April 2005
Latham & Watkins  May 1998 - April 2002
Sidley Austin (formerly Brown & Wood)   October 1995 - April 1998
Brown & Wood  1995 - 1998

Skills
Mutual Funds, Investment Company Act, Broker-Dealer, FINRA, Asset Management, Transfer Agency, Contract Negotiation, 529 Plans, Corporate Governance, Securities Regulation, Hedge Funds, Securities, Asset Managment, Investment Advisers Act, SEC, Investment Advisory, Series 7, AML, Investments, Investment Management, Financial Advisory, Corporate Finance, Due Diligence, Legal Research, Capital Markets, Financial Services, Distribution

Education
The College of William and Mary - Marshall Wythe Law School   1992 — 1995
JD

Middlebury College
BA, Political Science/Spanish

Middlebury College
MA, Spanish

Walter Holman, CFA Walter Holman, CFA Baltimore, Maryland Area Details
Walter Holman, CFA's Deutsche Asset & Wealth Management Experience July 2006 - Present
Job Director at Deutsche Asset Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   July 2006 - Present
Deutsche Bank Private Wealth Management  April 1996 - July 2006
Tracor Applied Sciences  May 1991 - April 1996

Skills
Equities, Asset Managment, Investments, Portfolio Management, Series 7, Wealth Management, Capital Markets, Asset Allocation, Investment Advisory, Mutual Funds

Education
University of Maryland College Park   1992 — 1995
MBA, Finance

Villanova University   1987 — 1991
Bachelor of Science (BS), Mechanical Engineering

Diana San Lucas Diana San Lucas Greater Chicago Area Details
Diana San Lucas's Deutsche Asset & Wealth Management Experience February 2012 - January 2015
Job Sr. Associate | Operations Supervisor at BNY Mellon
Industry Commercial Real Estate
Experience
BNY Mellon  February 2015 - Present
Deutsche Asset & Wealth Management   February 2012 - January 2015
Deutsche Asset & Wealth Management   September 2006 - January 2012
RREEF Alternative Investments   July 2000 - September 2006
RREEF Alternative Investments   December 1997 - July 2000
KVL Audio Visual Services  May 1997 - November 1997
HUMAN-I-TEES  May 1995 - February 1997
Graphite Metallizing Corporation   June 1987 - May 1995

Skills
Treasury Management, General Ledger, Accounts Receivable, Cash Flow, Analysis, Investments, Financial Analysis, Due Diligence, Financial Reporting, Corporate Finance, Accruals, Invoicing, Cash Management, Accounts Payable, Variance Analysis, Account Reconciliation, Internal Controls, Bank Reconciliation, Banking, Journal Entries, Microsoft Excel, Process Improvement

Education
Iona College   1992 — 1996
Business Administration, Marketing

Patrick Sell Patrick Sell Greater Minneapolis-St. Paul Area Details
Patrick Sell's Deutsche Asset & Wealth Management Experience May 2014 - Present
Job Senior Vice President at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   May 2014 - Present
Legg Mason Global Asset Management  April 2007 - April 2014
Ameriprise Financial Services, Inc.   April 2002 - April 2007
UBS  May 2001 - April 2002

Skills
CRPC, CMFC, Series 7, Series 63

Education
St. Olaf College
Bachelor of Arts, Economics

John Sherman John Sherman Greater New York City Area Details
John Sherman's Deutsche Asset & Wealth Management Experience October 2011 - February 2014
Job Contractor at DTCC
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation  December 2014 - March 2015
UBS  April 2014 - September 2014
Deutsche Asset & Wealth Management   October 2011 - February 2014
Beryl Consulting Group   January 2010 - October 2011
Silvercrest Asset Management  May 2009 - October 2009
Bayerische Landesbank  May 2006 - February 2009
Deutsche Postbank  February 2005 - March 2006
Derivative Solutions (sold to FactSet)   May 2004 - February 2005
Assured Guaranty  February 2003 - April 2004
Mizuho Bank  July 2001 - November 2002

Skills
Portfolio Management, Fixed Income, Risk Management, Derivatives, Due Diligence, Hedge Funds, Asset Allocation, Credit Analysis, Valuation, Asset Management, Investments, Bloomberg, Financial Reporting, Structured Products, Surveillance, Bonds, Trading, Project Management, Structured Finance, Business Analysis, Regulatory Reporting, POINT, Vendor Management, Securities Modeling, Credit Ratings, Stress & UAT Testing, Data Validation, Writing Business..., Developing and..., Fixed Income Benchmarks

Education
New York University - Leonard N. Stern School of Business   1991 — 1994
MBA, Finance & International Business

Lehigh University   1980 — 1984
B.S., Finance

Harris Winters Harris Winters Greater New York City Area Details
Harris Winters's Deutsche Asset & Wealth Management Experience 2012 - Present
Job Key Clients at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   2012 - Present
Bank of America Merrill Lynch  2005 - 2012
J.P. Morgan   2000 - 2005
Procter & Gamble  1995 - 1998

Skills
Client Development, Asset Management, Wealth Management, Investment Management, Investments, Corporate Finance, Portfolio Management, Capital Markets, Asset Allocation, Global Client Management, Financial Analysis

Education
Harvard Business School
Master of Business Administration (MBA)

University of Michigan
Bachelor of Arts (BA)

Doug Macomber Doug Macomber Carmel, Indiana Details
Doug Macomber's Deutsche Asset & Wealth Management Experience April 2010 - Present
Job Regional Vice President at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   April 2010 - Present
Van Kampen Investments  June 1997 - April 2010

Skills
Sales, New Business Development, Mutual Funds, Investments, Series 63, Relationship Management, Sales Management, Retirement Planning, Series 7, Finance, Financial Services, Alternative Investments, Asset Management, Securities, Wealth Management, Portfolio Management

Education
Illinois Wesleyan University   1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General

Katy (Quinn) Wishnow Katy (Quinn) Wishnow Greater Chicago Area Details
Katy (Quinn) Wishnow's Deutsche Asset & Wealth Management Experience July 2012 - Present
Job Vice President, Internal Sales Desk Manager, Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   July 2012 - Present
Deutsche Asset and Wealth Management  March 2011 - July 2012
John Hancock Retirement Plan Services  February 2009 - March 2011
Henderson Global Investors  March 2008 - January 2009
Henderson Global Investors  February 2006 - March 2008

Skills
Series 63, Series 7, Series 24, Mutual Funds, Alternative Investments, Sales, Asset Allocation, Investments, ETFs, Separately Managed..., Asset Management, Series 6, FINRA, Investment Management, 401k, Capital Markets, Series 51

Education
Marquette University   2001 — 2005
Bachelor of Arts (B.A.) Political Science

David Shimokawa David Shimokawa Omaha, Nebraska Details
David Shimokawa's Deutsche Asset & Wealth Management Experience December 2010 - Present
Job Regional Vice President at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   December 2010 - Present
DWS Investments  December 2010 - July 2012
Cephalon  October 2003 - January 2008
Cephalon  January 2001 - September 2003
Cephalon  March 1999 - November 2000
Novartis  January 1997 - March 1999
info USA  October 1995 - January 1997
IKON Office Solutions  October 1993 - June 1995

Skills
Sales Presentations, Sales Management, Territory Management, Pharmaceutical Sales, Sales, Sales Effectiveness, Urology, Account Management, Business Development, Neurology, Cardiology, CRM

Education
The University of Kansas   1988 — 1992
BA, Political Science

Westside High School

Bill Schwartz Bill Schwartz Greater Chicago Area Details
Bill Schwartz's Deutsche Asset & Wealth Management Experience October 2006 - Present
Job at
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   October 2006 - Present
Lehman Brothers  February 2004 - June 2006
A.G. Edwards   September 2001 - February 2004

Education
University of Iowa - Henry B. Tippie College of Business   1997 — 2001
BBA, Finance

Kendra Hinderland Kendra Hinderland United States Details
Kendra Hinderland's Deutsche Asset & Wealth Management Experience February 2014 - March 2015
Job Managing Director | Asset & Property Management at Cypress Equities
Industry Real Estate
Experience
Cypress Equities  March 2015 - Present
Deutsche Asset & Wealth Management   February 2014 - March 2015
RED Development  August 2011 - October 2013
Archon Group L.P., a Goldman Sachs company   January 2000 - December 2010
Commercial Real Estate  August 1993 - December 1999
The Castillo Company   March 1991 - September 1993

Skills
Team Building, Asset Management, Commercial Real Estate..., Real Estate Negotiation, Real Estate Development, Asset Managment, Budgets, Commercial Real Estate, Contract Negotiation, Disposition, Due Diligence, Financial Analysis, Investments, Leases, Mergers & Acquisitions, Portfolio Management, Property Management, Real Estate, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Strategic Planning, Strategy, Loans, Leadership, Management

Education
Arizona State University   1980 — 1983
Bachelor of Science, Business

Catherine McNulty Catherine McNulty Greater New York City Area Details
Catherine McNulty's Deutsche Asset & Wealth Management Experience January 2011 - June 2014
Job Executive Director, Head of N.A. Marketing, Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management  June 2014 - Present
Deutsche Asset & Wealth Management   January 2011 - June 2014
Legg Mason  November 2009 - February 2011
Morgan Stanley Investment Management  May 2004 - November 2009
Guardian Investor Services  2001 - 2004
Legg Mason (formerly Citigroup Asset Management)   1999 - 2001

Skills
Product Management, Mutual Funds, Separately Managed..., Marketing Strategy, Series 7, Financial Services, Strategy, Asset Management, Marketing, Investments, Financial Advisory, Asset Allocation, Alternative Investments

Education
Fordham University - Graduate School of Business Administration   2003 — 2006
Master of Business Administration (M.B.A.), Finance and Marketing

Skidmore College   1994 — 1998
BS, Business and Government

Matthew Plomin Matthew Plomin New York, New York Details
Matthew Plomin's Deutsche Asset & Wealth Management Experience January 2012 - Present
Job Fixed Income Research at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset & Wealth Management   January 2012 - Present
Deutsche Asset & Wealth Management   2010 - January 2012
George Washington University  August 2008 - May 2010
Deutsche Bank  June 2009 - August 2009
The Stanley Works  July 2004 - May 2007
City of West Lafayette  March 2003 - May 2007

Skills
Economics, Financial Modeling, Financial Analysis, Valuation, Portfolio Management, Risk Analysis, International Project..., Institutional Investors, Investor Relations, Series 7, Public Speaking, Finance, Mutual Funds, Emerging Markets, Banking, Financial Risk, Structured Finance, Credit

Education
The George Washington University - School of Business   2008 — 2010
MBA, Economics, Quantitative Finance

Purdue University
BS, Management

Drew Arkema Drew Arkema New York, New York Details
Drew Arkema's Deutsche Asset & Wealth Management Experience April 2012 - Present
Job Portfolio Manager at Deutsche Asset & Wealth Management
Industry Investment Management
Experience
Deutsche Asset & Wealth Management   April 2012 - Present
Deutsche Asset & Wealth Management   March 2010 - April 2012
IBM Global Business Services  June 2007 - February 2010
John Hancock Financial Services  June 2006 - August 2006
Brown Brothers Harriman  June 2005 - August 2005

Skills
Financial Modeling, Portfolio Management, Data Analysis, Market Analysis, Client Interfacing..., Presentation Development, Microsoft Excel, Financial Analysis, Fixed Income

Education
Boston College   2010 — 2013
MBA, Finance

Lafayette College   2003 — 2007
Bachelor’s Degree, Business and Economics

Bradley Doremus Bradley Doremus Greater New York City Area Details
Bradley Doremus's Deutsche Asset & Wealth Management Experience September 2015 - Present
Job Associate at Deutsche Bank
Industry Real Estate
Experience
Deutsche Asset & Wealth Management   September 2015 - Present
Reis  May 2010 - August 2015
Portfolio Evaluations, Inc.   July 2008 - May 2010

Skills
Economic Research, Real Estate Economics, Market Research, Investments, Financial Modeling, Asset Managment, 401k, Due Diligence, Hedge Funds, Portfolio Management, Capital Markets, DCF, Stata, Microsoft Excel, PowerPoint, Microsoft Word

Education
Lehigh University   2004 — 2008
BA, Economics and English

Brian McAuliffe Brian McAuliffe Northbrook, Illinois Details
Brian McAuliffe's Deutsche Asset & Wealth Management Experience 2005 - December 2012
Job Executive Managing Director | Institutional Properties Capital Markets at CBRE
Industry Real Estate
Experience
CBRE  January 2015 - Present
CBRE  January 2013 - January 2015
Deutsche Asset & Wealth Management   2005 - December 2012
CBRE  1983 - 2005

Skills
Real Estate, Investment Properties, Real Estate Development, Property Management, Commercial Real Estate, Negotiation, Leases, Contract Negotiation, Investments, Strategic Planning, Due Diligence, Asset Management

Education
University of Missouri-Columbia
Bachelor of Arts (B.A.), Economics

William F. Healy William F. Healy Greater New York City Area Details
William F. Healy's Deutsche Asset & Wealth Management Experience September 2014 - Present
Job Senior Institutional Client Executive, Global Client Group Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   September 2014 - Present
Deutsche Bank  2005 - December 2013
Deutsche Bank  1998 - 2004
ING Barings  1993 - 1998
Chase Manhattan Bank - United Kingdom, Brazil, US   1987 - 1993

Education
The George Washington University   1983 — 1985
Bachelor's Degree, International Business

Université d'Avignon et des Pays de Vaucluse   1983 — 1984
Avignon, France

The New School
New York, NY

Jessica Wilbur Jessica Wilbur New York, New York Details
Jessica Wilbur's Deutsche Asset & Wealth Management Experience July 2015 - Present
Job Vice President at Deutsche Asset & Wealth Management
Industry Banking
Experience
Deutsche Asset & Wealth Management   July 2015 - Present
Deutsche Asset & Wealth Management   July 2012 - July 2015
Deutsche Bank Private Bank   June 2009 - July 2012
Citi Private Bank  March 2008 - May 2009
Citi  September 2005 - February 2008

Skills
Excel, PowerPoint, Microsoft Word, Microsoft Excel, Banking, Corporate Communications, Credit, Wealth Management, Risk Management, Marketing, Investments, Microsoft Office, Finance, Series 7, Customer Service, Private Banking, Private Equity, Media Relations, Due Diligence, Management, Credit Analysis, Hedge Funds, Investment Banking, Leadership, Financial Modeling, Loans, Financial Analysis, Financial Structuring

Education
New York University   2011 — 2012
Certificate in Credit Analysis

New York University   2000 — 2003
Bachelor of Science (B.S.)

Carl von Tippelskirch Carl von Tippelskirch New York, New York Details
Carl von Tippelskirch's Deutsche Asset & Wealth Management Experience February 2012 - Present
Job Relationship Manager at Deutsche Bank
Industry Banking
Experience
Deutsche Asset & Wealth Management   February 2012 - Present
Deutsche Bank  February 2010 - January 2012
Deutsche Bank  May 2008 - February 2010
Deutsche Bank  April 2007 - April 2008

Skills
Wealth Management, Strategy, Capital Markets

Education
Bucerius Law School   2000 — 2005

European Business School Oestrich-Winkel   2009 — 2010
Wealth Advisor

Cornell University   2002 — 2002

Brian Tuttle Brian Tuttle Greater Boston Area Details
Brian Tuttle's Deutsche Asset & Wealth Management Experience December 2009 - Present
Job Senior Regional Vice President, Deutsche Bank
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   December 2009 - Present
Welton Street Investments  November 2008 - December 2009
DWS Investments  July 1998 - November 2008
Liberty Financial Investments   January 1992 - July 1998

Skills
Mutual Funds, Currency, Alternative Investments, CAIA, Bonds, ETFs, Pensions, Investments, 401k, Financial Advisory, Series 7

Education
University of Massachusetts, Amherst   1981 — 1984
B.A., Economics

Greg Oran Greg Oran Greater New York City Area Details
Greg Oran's Deutsche Asset & Wealth Management Experience July 2013 - March 2015
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  April 2015 - Present
Deutsche Asset & Wealth Management   July 2013 - March 2015
Bloomberg LP  September 2012 - May 2013
GE  June 2012 - August 2012

Skills
Financial Modeling, Bloomberg Terminal

Education
Cornell University   2009 — 2013
BS, Industrial and Labor Relations

Peter Nash Peter Nash Greater Chicago Area Details
Peter Nash's Deutsche Asset & Wealth Management Experience January 2011 - Present
Job Senior Vice President at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   January 2011 - Present
Deutsche Asset & Wealth Management   March 2010 - January 2011
Deutsche Asset & Wealth Management   May 2007 - March 2010
Citigroup  April 2006 - May 2007

Skills
Mutual Funds, Alternative Investments, Equities, Asset Allocation, Series 63, Series 7

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2008 — 2011
MBA, Investment Management, Marketing

University of Illinois at Urbana-Champaign   2001 — 2005
BA, Finance

National University of Ireland, Galway   2004 — 2004

Tom Farina Tom Farina Middletown, New Jersey Details
Tom Farina's Deutsche Asset & Wealth Management Experience October 2006 - Present
Job Managing Director, CoHead of Credit at Deutsche Asset and Wealth Management
Industry Investment Management
Experience
Deutsche Asset & Wealth Management   October 2006 - Present
MERRILL LYNCH GLOBAL ASSET MANAGEMENT LIMITED   June 2004 - October 2006
DnB NOR Asset Management   June 2000 - May 2004
NatWest Markets  July 1996 - June 2000
Standard & Poor's   February 1994 - June 1996

Skills
Fixed Income, Credit

Education
University at Albany, SUNY   1990 — 1992
Master’s Degree, Economics

University at Albany, SUNY   1984 — 1988
Bachelor’s Degree, Business/Managerial Economics

Sara Flour Sara Flour Greater Seattle Area Details
Sara Flour's Deutsche Asset & Wealth Management Experience August 2004 - Present
Job Managing Director, Institutional Sales at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset & Wealth Management   August 2004 - Present
Deutsche Bank  1999 - 2004
Bankers Trust Company  1994 - 1999
KPMG Peat Marwick  1989 - 1994

Skills
Liquidity Management, Asset Managment, Financial Markets, Cash Management, Investment Strategies, Investments, Treasury Services, Certified Treasury..., Payment Industry, Money Market Funds, Management Consulting, Institutional Sales, Relationship Management, Banking, Asset Management, Corporate Finance, Portfolio Management, Asset Allocation, Capital Markets, Financial Risk, Investment Management, Financial Modeling, Risk Management

Education
University of Pennsylvania   1983 — 1986
BA, Psychology

Stephanie Koch (Niloff) Stephanie Koch (Niloff) Greater New York City Area Details
Stephanie Koch (Niloff)'s Deutsche Asset & Wealth Management Experience February 2013 - Present
Job Global Strategic Project Manager
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   February 2013 - Present
Deutsche Asset & Wealth Management   February 2011 - February 2013
Deutsche Asset Management  February 2009 - February 2011
Deutsche Asset Management  January 2008 - February 2009
Deutsche Asset Management  June 2007 - January 2008
Office of Michael Cernea, Senior Advisor at GEF/World Bank for Monitoring and Evaluation   June 2006 - September 2006

Skills
Project Management, Alternative Investments, Finance, Emerging Markets, Financial Services, Derivatives, Asset Management, Asset Managment, Wealth Management, Investment Advisory, Fixed Income, Mergers, Equities, Investments, Strategy, Management

Education
The George Washington University   2006 — 2007
MA

The George Washington University   2002 — 2006
BA (cum laude)

Robert McCollum Robert McCollum Greater New York City Area Details
Robert McCollum's Deutsche Asset & Wealth Management Experience May 2002 - Present
Job Head of Portfolio Management, Fixed Income Solutions
Industry Investment Management
Experience
Deutsche Asset & Wealth Management   May 2002 - Present

Education
New York University - Leonard N. Stern School of Business   1982 — 1986
MBA, Finance/International Business

Duke University   1978 — 1982
BS, Management Science

Deerfield Academy   1974 — 1978
High School

Louis Green, CFA, CFP Louis Green, CFA, CFP Greater New York City Area Details
Louis Green, CFA, CFP's Deutsche Asset & Wealth Management Experience July 2005 - Present
Job Senior Investment Advisor at PNC
Industry Financial Services
Experience
PNC  July 2015 - Present
Deutsche Asset & Wealth Management   July 2005 - Present
Deutsche Asset & Wealth Management   January 2003 - July 2005
Deutsche Bank Private Wealth Management  July 1997 - January 2003

Skills
Asset Allocation, Wealth Management, Portfolio Management, Alternative Investments, Financial Services, Investment Advisory, High Net Worth..., Securities, Financial Modeling, Management, Sales, Investments, Bonds, Fixed Income, Fundamental Analysis, Investment Management, Asset Management, Equities, Hedge Funds, Financial Research, Financial Markets, Capital Markets

Education
City University of New York-Baruch College - Zicklin School of Business   1997 — 2000
Master of Business Administration (MBA), Finance, General

St. Francis College   1990 — 1995
Bachelor's Degree, English

Carrel Schulke Carrel Schulke Greater Chicago Area Details
Carrel Schulke's Deutsche Asset & Wealth Management Experience June 2002 - March 2014
Job Vice President at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   June 2002 - March 2014
Scudder Kemper Investments  1996 - May 2002
Kemper Financial Services  1986 - 1995

Skills
Sybase, SDLC, Business Analysis, Vendor Management, IT Strategy, Asset Management, Software Project..., Fixed Income, Asset Managment, Project Management, Financial Services, Software Development, Risk Management, Business Intelligence, Agile Methodologies, Requirements Gathering, Enterprise Architecture, Requirements Analysis

Education
DePaul University   1985 — 1986
B.S., Computer Information Systems

The University of Texas at Austin   1974 — 1977
Pre-Medicine/Pre-Medical Studies

Brian Firstman, CFA Brian Firstman, CFA Greater New York City Area Details
Brian Firstman, CFA's Deutsche Asset & Wealth Management Experience December 2005 - Present
Job Director Senior Relationship Manager at Deutsche Asset & Wealth Management
Industry Investment Management
Experience
Deutsche Asset & Wealth Management   December 2005 - Present
AXA Equitable  June 2000 - December 2005
Seix Advisors  February 1999 - May 2000
Prudential Financial  July 1990 - January 1999

Skills
Hedge Funds, Private Equity, Alternative Investments, Fixed Income, Asset Management, Mutual Funds, Asset Managment, Investment Management, Derivatives, Equities, Capital Markets, Portfolio Management, Trading, Investments, Asset Allocation, Investment Strategies, Wealth Management, Fund Of Funds, Bonds, Financial Markets, Investment Advisory, Relationship Management, Bloomberg, Securities

Education
Rutgers Graduate School of Management   1993 — 1996
MBA, Finance

University of Maryland College Park   1986 — 1990
B.S., Finance

Bella Holzkenner Bella Holzkenner Greater New York City Area Details
Bella Holzkenner's Deutsche Asset & Wealth Management Experience February 2014 - Present
Job Vice President Business Manager, Global Consultant Relations at Deutsche Asset and Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   February 2014 - Present
Deutsche Asset & Wealth Management   October 2012 - January 2014
DB Advisors  May 2011 - September 2012
DB Advisors  October 2006 - April 2011
Scudder  1997 - 2002
Value Line  1992 - 1994

Education
City University of New York-Hunter College   1990 — 1994

Anne-Marie Vandenberg Anne-Marie Vandenberg Greater Chicago Area Details
Anne-Marie Vandenberg's Deutsche Asset & Wealth Management Experience February 2014 - Present
Job Director, Deutsche Asset & Wealth Management (RREEF)
Industry Real Estate
Experience
Deutsche Asset & Wealth Management   February 2014 - Present
RREEF-Deutsche Bank Asset Management   December 2005 - Present
RREEF- Deutsche Bank Asset Management   July 2004 - November 2005

Skills
Due Diligence, Capital Markets, Valuation, Investment Properties, Asset Management, Real Estate Financing, Real Estate Economics, Loans, Marketing

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2006 — 2007
M.S., Real Estate Finance

Tulane University   2000 — 2004
B.A., Psychology

Jeff Diamond Jeff Diamond Greater New York City Area Details
Jeff Diamond's Deutsche Asset & Wealth Management Experience September 2010 - Present
Job Head of Broker Dealer National Accounts & Head of US Offshore
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   September 2010 - Present
UBS Global Asset Management  July 2004 - September 2010
UBS Global Asset Management  July 2003 - July 2004
UBS Global Asset Management  May 2000 - July 2003

Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, ETFs, Equities, Finance, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Management, Marketing Strategy, Mutual Funds, Portfolio Management, Product Management, Relationship Management, Risk Management, Sales, Trading, Wealth Management

Education
Syracuse University   1993 — 1997
Bachelors, Finance

Mike Sharkey, PMP Mike Sharkey, PMP Chicago, Illinois Details
Mike Sharkey, PMP's Deutsche Asset & Wealth Management Experience July 1993 - Present
Job Vice President at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   July 1993 - Present
Scudder Investments  February 1998 - February 2006

Skills
Mutual Funds, Back Office, Vendor Management, Series 63, Series 6, Asset Managment, PMP, Project Management, Asset Management, Risk Management

Education
University of Missouri-Kansas City   1989 — 1993
BSBA

Rockhurst University   1988 — 1990
Business

Jeff Baer Jeff Baer Greater New York City Area Details
Jeff Baer's Deutsche Asset & Wealth Management Experience April 2013 - Present
Job Managing Director Deutsche Bank Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   April 2013 - Present
US Green Building Council  January 2014 - Present
The Cosmopolitan of Las Vegas  February 2008 - December 2014
Deutsche Bank  2003 - March 2013
Deutsche Bank  April 1999 - February 2003
Mitchell Madison Group  July 1992 - February 1999
Hallac Associates   1989 - 1990
Intermarket Management   1987 - 1989
JP Morgan  1986 - 1987

Skills
Risk Management, Outsourcing, Investments, Portfolio Management, Asset Management, Sustainability, Strategic Planning, Mergers, Strategic Partnerships, Consulting, Change Management, Real Estate, Purchasing, Source-to-Pay, Energy Efficiency, Green Building, Eco Efficiency, Asset Managment

Education
Columbia University - Columbia Business School   1991 — 1992
Master of Business Administration (M.B.A.), Dual Majors in Finance & International Business

Duke University   1982 — 1986
Bachelor's Degree, Duel Majors in Computer Science & Economics

Abu Toppin Abu Toppin Beverly, Massachusetts Details
Abu Toppin's Deutsche Asset & Wealth Management Experience April 2007 - Present
Job Assistant Vice President, Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   April 2007 - Present
Sun Life Finanical   2001 - 2005

Skills
Mutual Funds, Financial Services

Education
Suffolk University Law School   1993 — 1996

Morehouse College   1989 — 1993
Bachelor of Arts (BA), Political Science and Government

Wes McCrimmon Wes McCrimmon Bozeman, Montana Details
Wes McCrimmon's Deutsche Asset & Wealth Management Experience June 2010 - April 2014
Job Regional Sales Director Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners  April 2014 - Present
Deutsche Asset & Wealth Management   June 2010 - April 2014
JPMorgan Chase  November 2009 - July 2010
JP Morgan Chase Bank, N.A.   July 2008 - November 2009
Kemper Mortgage Inc   August 2005 - February 2008

Education
University of Idaho   2001 — 2005
BS, Finance

Hamilton High School

Chris Conklin Chris Conklin Greater Chicago Area Details
Chris Conklin's Deutsche Asset & Wealth Management Experience January 2006 - Present
Job Vice President at Deutsche Asset & Wealth Management (RREEF)
Industry Real Estate
Experience
Deutsche Asset & Wealth Management   January 2006 - Present
Spaulding & Slye  2004 - 2006
ORIX  2001 - 2004
Jones Lang Lasalle  2001 - 2001

Skills
Valuation, Real Estate Economics, Portfolio Management, Investments, Financial Modeling, Due Diligence, Disposition, Asset Managment, Asset Management, Real Estate Transactions, Commercial Real Estate, Financial Analysis

Education
Northwestern University - Kellogg School of Management
MBA, Finance, Real Estate

Northwestern University   1997 — 2001
BA, Economics

Kristine Lyons Kristine Lyons Greater Chicago Area Details
Kristine Lyons's Deutsche Asset & Wealth Management Experience August 1992 - Present
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   August 1992 - Present

Skills
Mutual Funds, Series 7, Asset Managment, Series 63, Management, Asset Management, Investments, Series 24, Asset Allocation, Securities

Education
The University of Kansas   1983 — 1987
BS, Business Adminsitration

Kathleen Wrynn Kathleen Wrynn New York, New York Details
Kathleen Wrynn's Deutsche Asset & Wealth Management Experience April 2014 - Present
Job Assistant Vice President, Chief Knowledge Office at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   April 2014 - Present
Deutsche Asset Management  June 2008 - March 2014
Northwestern Mutual  June 2007 - August 2007
Citigroup  March 2007 - May 2007

Skills
Excel, International Economics, Web Project Management, IT Strategy, Marketing Strategy, Online Marketing, Data Analysis, Business Strategy, Financial Management, Microsoft Excel, Financial Markets, Leadership, Strategic Planning, Alternative Investments, Series 7, Asset Management, Wealth Management, Forecasting, Investments, Emerging Markets, Valuation, Hedge Funds, Investment Banking, Private Equity, Research, Financial Modeling, Bloomberg, Fixed Income

Education
Copenhagen Business School   2009 — 2009
Master of Arts (M.A.), International Economics and Finance

Brandeis University, Lemberg - International Business School   2007 — 2009
Master of Arts (M.A.), International Economics and Finance

Brandeis University   2004 — 2008
B.A., International and Global Studies, Economics

Jason Farago Jason Farago Greater New York City Area Details
Jason Farago's Deutsche Asset & Wealth Management Experience September 2010 - Present
Job Head of Marketing & Communications, AlternativesReal Assets, Americas
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   September 2010 - Present
Securities Industry and Financial Markets Association  June 2009 - February 2010
Lord Abbett  January 2003 - June 2009
Lehman Brothers  1998 - 2002
River Communications  1996 - 1998

Skills
Marketing Communications, Corporate Communications, Strategic Communications, Advertising, Integrated Marketing, Marketing, Social Media, Strategy, Media Relations, Public Relations, Crisis Communications, Management, Marketing Strategy, Internal Communications, Financial Services

Education
Fordham University   1996 — 1998
Masters of Arts, Marketing Communications

Marist College   1992 — 1996
BA, Communications

John F. Kennedy High School   1988 — 1992
n/a, n/a

Kim Swanson Kim Swanson San Francisco Bay Area Details
Kim Swanson's Deutsche Asset & Wealth Management Experience August 2014 - Present
Job Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   August 2014 - Present
Axa Advisors  January 2013 - August 2014
Xilinx, Inc.   September 2003 - September 2012

Skills
Investments, Asset Management, Finance, Insurance, Retirement, Estate Planning

Education
San Francisco State University
MBA

Rutgers University
Bachelor of Arts (BA), Political Science

Brian Maute Brian Maute Greater Chicago Area Details
Brian Maute's Deutsche Asset & Wealth Management Experience May 2011 - Present
Job Director at Deutsche Asset & Wealth Managent
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   May 2011 - Present
Invesco Ltd  January 2008 - April 2011
Morgan Stanley Investment Management - Van Kampen Investments   January 2005 - December 2007
Morgan Stanley Investment Management - Van Kampen Investments   January 2001 - January 2005
Van Kampen Investments  August 1998 - January 2001

Skills
Product Placement, Investments, Sales Management, Mutual Funds, Asset Management, Alternative Investments, Wholesaling, National Accounts, Wholesale, Financial Services, Strategic Partnerships, Competitive Analysis, Asset Managment, Business Development, Finance, Portfolio Management, Securities, Series 7, Series 63, Asset Allocation

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2001 — 2003
MBA, Business Adminstration

University of Iowa   1993 — 1997
Bachelors of Buisness Adminstration, Finance

Nicole Grogan Nicole Grogan Greater New York City Area Details
Nicole Grogan's Deutsche Asset & Wealth Management Experience May 2010 - Present
Job Director, Head of Retail Intermediary National Accounts
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   May 2010 - Present
RiverSource Investments  November 2008 - May 2010
J&W Seligman  April 1997 - November 2008

Skills
Series 7, Series 63, Asset Managment, Mutual Funds, Series 24, Financial Services

Education
Fordham University - Graduate School of Business Administration   1999 — 2002
MBA

Villanova University   1991 — 1995
BSBA, Finance

Ryan M. Foelske Ryan M. Foelske Greater Chicago Area Details
Ryan M. Foelske's Deutsche Asset & Wealth Management Experience April 2011 - Present
Job Global Utilities Analyst
Industry Investment Management
Experience
Deutsche Asset & Wealth Management   April 2011 - Present
Brookfield Investment Management  September 2009 - April 2011

Skills
Asset Managment, Asset Management, Analysis, Finance, Financial Modeling, Investments, Portfolio Management, Valuation, Management, Securities, Corporate Finance

Education
University of Illinois at Urbana-Champaign - College of Business   2008 — 2009
Master of Science, Finance

Northern Illinois University   2006 — 2008
Bachelor of Science, Finance

Ken Rosenson Ken Rosenson Phoenix, Arizona Area Details
Ken Rosenson's Deutsche Asset & Wealth Management Experience January 2008 - Present
Job Senior Regional Vice President, Arizona/Los Angeles County/Central CA/Inland Empire, Deutsche Asset & Wealth Management
Industry Investment Management
Experience
Deutsche Asset & Wealth Management   January 2008 - Present
OppenheimerFunds  May 1994 - January 2008
Dreyfus Service Corporation  June 1993 - May 1994

Education
Emory University   1984 — 1988
Bachelor of Business Administration (BBA), Marketing

Keith Walters Keith Walters Orange County, California Area Details
Keith Walters's Deutsche Asset & Wealth Management Experience August 2001 - Present
Job Vice President / Asset Manager Deutsche Asset & Wealth Mgmt
Industry Commercial Real Estate
Experience
Deutsche Asset & Wealth Management   August 2001 - Present
Professional Real Estate Services  July 2000 - July 2001

Skills
Real Estate Economics, Leases, Disposition, Portfolio Management, Real Estate, Lease Administration, Corporate Real Estate, Finance, Asset Management, Lease Negotiations, Tenant, Commercial Real Estate, Location Intelligence, Brokerage, Real Estate Development, Landlords

Education
California State University-Long Beach   1991 — 1995
MBA, Finance

University of California, Los Angeles   1985 — 1987
BS, Economics

Margaret Sweeney Margaret Sweeney Greater New York City Area Details
Margaret Sweeney's Deutsche Asset & Wealth Management Experience September 2011 - Present
Job Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   September 2011 - Present
UBS Wealth Management  December 2009 - April 2011
UBS Investment Bank  April 2001 - September 2006
UBS Investment Bank  April 1992 - March 2001
Salomon Brothers  May 1988 - March 1992

Education
Boston College
BA, Economics

Northern Highlands Regional High School
1984

Helen Delman Helen Delman Greater New York City Area Details
Helen Delman's Deutsche Asset & Wealth Management Experience June 2007 - Present
Job Director at DeA&WM
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   June 2007 - Present
J&W Seligman  1998 - 2007

Education
New York University   1992 — 1994
BA, Economics

Brian Paterson Brian Paterson Bloomfield Hills, Michigan Details
Brian Paterson's Deutsche Asset & Wealth Management Experience January 2013 - Present
Job Regional Vice President at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   January 2013 - Present
DWS Investments  May 2012 - December 2012
DWS Investments / Deutsche Bank   March 2010 - May 2012
DWS Investments  March 2007 - March 2010
SPS  2004 - 2007

Skills
Mutual Funds, Series 63, Series 7, Series 24, Financial Advisory

Education
Miami University   2000 — 2004
Finance

Dale Loomis Dale Loomis Greater Boston Area Details
Dale Loomis's Deutsche Asset & Wealth Management Experience August 2014 - Present
Job Legal Services Professional
Industry Legal Services
Experience
Deutsche Asset & Wealth Management   August 2014 - Present
Beacon Hill Staffing Group  August 2012 - July 2014
The Nagler Group  August 2011 - July 2012
Kelly Law Registry  June 2011 - July 2011
John Hancock Financial Services  November 2006 - October 2010
Kelly Law Registry  2005 - 2006
Deutsche Bank  February 2000 - June 2005
Boston Financial Data Services  May 1998 - January 2000
Chubb LifeAmerica  March 1988 - October 1993

Skills
Corporate Law, Annuity, Corporate Governance, Mutual Funds, Securities, Contract Negotiation, Legal Writing, SEC filings, Document Review, Legal Research, FINRA, Fixed Annuities, Insurance, Litigation Support, Legal Compliance, Due Diligence, Investments, SEC, Westlaw, Securities Regulation

Education
Boston College Law School   1982 — 1985
JD, Law

Wellesley College   1979 — 1981
B.A., Political Science - English

Mount Holyoke College   1976 — 1979
English and Political Science

MacDuffie School   1970 — 1976
college prep

Ryan Whitesell Ryan Whitesell Columbus, Ohio Area Details
Ryan Whitesell's Deutsche Asset & Wealth Management Experience November 2011 - Present
Job Regional Vice President at Deutsche Asset & Wealth Management
Industry Investment Management
Experience
Deutsche Asset & Wealth Management   November 2011 - Present
DWS Investments/Deutsche Bank Group   April 2006 - Present
Morgan Stanley  2000 - 2005

Skills
Mutual Funds, Alternative Investments, Structured Products, Series 7, Series 63, Investment Products, ETFs, Separately Managed..., Investments, Series 6, Asset Allocation, Securities, Investment Strategies

Education
The Ohio State University   1996 — 2000
Economics

Stacia Ikpe Stacia Ikpe Greater New York City Area Details
Stacia Ikpe's Deutsche Asset & Wealth Management Experience September 2015 - Present
Job Senior Portfolio Specialist at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   September 2015 - Present
Lord, Abbett & Co. LLC   August 2006 - June 2015
Prudential Financial  August 1986 - August 2006

Education
Columbia Business School   1990 — 1992
Master of Business Administration (MBA)

University of Minnesota - Carlson School of Management   1982 — 1986
Bachelor of Science (BS), Business Administration and Management, General

Colleen Cunniffe Colleen Cunniffe New York, New York Details
Colleen Cunniffe's Deutsche Asset & Wealth Management Experience February 2006 - Present
Job Managing Director at Deutsche Asset & Wealth Management/Head of High Yield & Leveraged Loan Research
Industry Investment Management
Experience
Deutsche Asset & Wealth Management   February 2006 - Present
Flagship Capital Management   September 2001 - February 2006
Merrill Lynch Investment Managers  April 1998 - August 2001
Mellon Bank  1994 - 1998

Skills
Credit Analysis, High Yield Bonds, Leveraged Loans, CLOs, Mutual Funds, Separately Managed..., Client Presentation

Education
The George Washington University   1992 — 1994
Master of Business Administration (MBA)

Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), English Language and Literature/Letters

Tara Gardner Tara Gardner New York, New York Details
Tara Gardner's Deutsche Asset & Wealth Management Experience December 2013 - Present
Job Executive Assistant at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management   December 2013 - Present
Lincoln Financial Group  2002 - 2013
Merrill Lynch  March 2001 - December 2002
Merrill Lynch  June 2000 - March 2001

Skills
Strategic Financial..., Administrative..., Mutual Funds, Financial Services, Insurance, Retirement Planning, Series 7, Retirement, Investments, Series 63, Life Insurance, Fixed Annuities

Education
Fairfield University   1992 — 1996
Bachelor of Science (BS), Marketing

Saurav Sen, CFA Saurav Sen, CFA New York, New York Details
Saurav Sen, CFA's Deutsche Asset & Wealth Management Experience July 2012 - September 2014
Job Research Analyst at Trimaran Advisors LLC
Industry Investment Management
Experience
Trimaran Advisors LLC   September 2014 - Present
Deutsche Asset & Wealth Management   July 2012 - September 2014
Cantillon Capital Management LLC  July 2009 - February 2010
Cantillon Capital Management LLC  December 2005 - July 2009
Commonfund  September 2003 - December 2005

Skills
Leveraged Finance, Bloomberg, Hedge Funds, Equities, Fixed Income, Equity Research, Derivatives, Alternative Investments, Valuation, Asset Management, Capital Markets, Financial Modeling, Portfolio Management, Investments, Asset Allocation, Emerging Markets, Equity Valuation, Mutual Funds, Quantitative Analytics

Education
Carnegie Mellon University - Tepper School of Business   2010 — 2012
Master of Business Administration (MBA), Finance, Economics and Strategy

University of Michigan   1999 — 2003
Bachelor of Science (B.S.), Economics and Mathematics

Michelle Cordero Michelle Cordero San Francisco, California Details
Michelle Cordero's Deutsche Asset & Wealth Management Experience February 2001 - Present
Job Manager of Business Operations at Deutsche Asset & Wealth Management
Industry Investment Management
Experience
Deutsche Asset & Wealth Management   February 2001 - Present
RREEF  2001 - Present

Education
University of California, Davis

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