Deutsche Bank
Industry: Investment banking company
DescriptionDeutsche Bank AG is a German multinational investment bank and financial services company headquartered in Frankfurt, Germany. The bank is operational in 58 countries with a large presence in Europe, the Americas and Asia. As of April 2018, Deutsche Bank is the 15th largest bank in the world by total assets. Customer service: 810 49 69 91010039 Headquarters: Frankfurt, Germany CEO: Christian Sewing (Apr 8, 2018–) Subsidiaries: Deutsche Postbank, Norisbank,
Deutsche Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Deutsche Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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14,780 Deutsche Bank employees in database. Find out everything there's to know about Deutsche 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.
Deutsche Bank Employees
Educate! October 2013 - Present
Kangu.org August 2012 - September 2013
UC Berkeley, Center for Effective Global Action February 2011 - March 2012
Institute for OneWorld Health April 2008 - February 2011
Brilliant Earth July 2007 - February 2008
The Earth Institute at Columbia University November 2006 - May 2007
Anai, Inc. September 2005 - May 2007
Deutsche Bank 2000 - 2003
Skills
International..., Social Entrepreneurship, Non-profits, Capacity Building, Fundraising, International Relations, Nonprofits, Social Media, Philanthropy, Training, Corporate Social..., Spanish, Policy Analysis, Program Management, Policy, Economic Development, NGOs, Strategic Planning, Public Policy
Education
Columbia University - School of International and Public Affairs 2005 — 2007
Master's of International Affairs, Economic and Political Development
Columbia University in the City of New York 2005 — 2007
Master's of International Affairs, Economic and Political Development
Boston University 1996 — 2000
Bacherlor of Arts, Economics
FCS Group June 2011 - Present
Futurist.com October 2010 - June 2011
Starbucks Coffee Company June 2003 - October 2010
REI 2003 - 2006
Clean up Australia March 2003 - May 2003
Deutsche Bank October 2002 - December 2002
Skills
Financial Analysis, Financial Modeling, Organization, Planning, Efficiency, Problem Solving, Staff Development, Staff Deployment, Project Management, Communication, Leadership, Inventory Tracking, Gardening, Composting, Recycling, Skiing, Climbing, Traveling, Management, Program Management, Team Leadership, Cross-functional Team..., Project Planning, Inventory, Customer Engagement, CRM, Public Speaking, Public Relations, Ski, Analysis, Compost, Strategic Planning, Marketing, Nonprofits, Process Improvement, Microsoft Excel, Time Management, Proposal Writing, Sales, Editing, Research, Coaching, Data Analysis, Budgets, Competitive Analysis, Event Planning, Marketing Strategy, Business Planning, Market Research, Forecasting
Education
Seattle University 2006 — 2009
MBA, Leadership Certificate
Boston University 1999 — 2003
BA, International Relations - Business and Economics
New York Community Bancorp, Inc. (NYCB) October 2015 - Present
United Bankers' Bank February 2014 - October 2015
Flagstar Bank March 2013 - February 2014
Peoples Home Equity November 2012 - March 2013
Wells Fargo June 2004 - October 2012
SunGard December 2003 - June 2004
Deutsche Bank May 2002 - December 2003
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Credit, Finance, Sales, FHA, Residential Mortgages, Refinance, Financial Services, Banking, Account Management, Underwriting, Cold Calling, Commercial Lending, Sales Management, VA loans, Mortgage Underwriting, Selling, Relationship Management, Business Development, New Business Development, Commercial Banking, Salesforce.com, Financial Analysis, Real Estate, Real Estate Financing, Financial Statements, Credit Analysis, Government Loans, Construction Loans, Wholesale Lending, Residential Homes, Investments, Cross Selling, Credit Risk, CRM, First Time Home Buyers, REO, Funding, Commercial Mortgages, Retail Banking, Core Banking, Credit Cards, Treasury Management, Liquidity Management, Insurance, Risk Management, Management
Education
Boston University 2011 — 2013
Master's degree, Banking and Financial Services Management
Loyola University of Chicago 1999 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
CBRE Clarion Securities July 2004 - Present
CBRE Investors 2004 - 2011
Deutsche Bank January 2000 - June 2004
LaSalle Investment Management August 1997 - December 1999
Skills
Equity Research, Investors, Real Estate Economics, Investments, Portfolio Management, Capital Markets, Due Diligence, Financial Modeling, Equities
Education
Boston College - Carroll School of Management 1991 — 1995
Bachelor of Science, Finance
Genpact Headstrong Capital Markets August 2008 - Present
Citigroup - Wealth Management May 2006 - August 2008
Headstrong January 2003 - May 2006
TenFold May 2000 - December 2002
Deutsche Bank July 1997 - March 2000
Bankers Trust August 1991 - July 1997
Andersen Consulting (Accenture) September 1987 - August 1991
Skills
Financial Services, Vendor Management, IT Strategy, Project Management, Risk Management, Program Management, Business Analysis, Software Development, SDLC, Management, Leadership, Software Project..., Mergers & Acquisitions, Business Process..., Business Transformation, Offshoring, Process Improvement, Outsourcing, Consulting, IT Management, Strategy, Project Portfolio..., Capital Markets, CRM, Investment Banking, Management Consulting, Banking, Integration, PMP, Data Warehousing, Requirements Gathering, Analytics, Project Delivery, Mergers, Requirements Analysis, Fixed Income, Change Management, Business Intelligence, PMO, Team Management, Enterprise Architecture, Business Process, Governance, Resource Management, Service Delivery
Education
The University of Chicago Booth School of Business 1986 — 1987
MBA, Business Strategy and Finance
Boston University 1979 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General
Dell SecureWorks July 2013 - Present
Asia Divers August 2006 - January 2013
Goldman Sachs June 2004 - December 2005
Deutsche Bank August 1999 - May 2004
Refco August 1997 - July 1999
Align communications Inc 1997 - 1999
Skills
Windows Server, Cisco CCNP Certification, Microsoft Certified..., Checkpoint Certified..., Unix Administration..., Foundry Load Balancers, Netcache Application..., Squid Proxy Servers, Security, Network Security, Microsoft Exchange, Firewalls, Servers, Data Center, Networking
Education
University of Padua Italy 1992 — 1993
Italian Language and Literature
Boston University 1991 — 1993
Bachelor of Arts (B.A.), Philosophy, 3.2
Providence College 1989 — 1991
Deutsche Bank May 2015 - August 2015
Wells Fargo June 2014 - February 2015
Franklin Templeton Investments March 2013 - November 2013
Schroders October 2012 - November 2012
Robeco May 2012 - August 2012
JP Morgan May 2011 - April 2012
Wachovia Securities September 2007 - March 2008
Linsco Private Ledger July 2007 - September 2007
RICE HALL JAMES March 2007 - July 2007
Metlife September 2005 - June 2006
Skills
Auditing, Fixed Income, Equities, Risk Management, Compliance, Charles River, Financial Services, Mutual Funds, Investments, Quality Assurance, Trading, Charles River IMS, Portfolio Management, Securities, Capital Markets, Asset Management, Hedge Funds, Financial Risk, Alternative Investments, Trading Systems, AML, Corporate Actions, Investment Management, Investment Banking, Market Data, Financial Markets, Bonds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA, Technology & International Management
Lomonosov Moscow State University (MSU) 1998 — 1999
BA, International Relations
University of Massachusetts Boston 1995 — 1999
BA, Russian Studies/International Relations
CBRE May 2012 - Present
Berkeley Point Capital LLC April 2009 - April 2012
Deutsche Bank January 2007 - March 2009
Deutsche Bank Berkshire Mortgage October 2005 - December 2006
Deutsche Bank Berkshire Mortgage April 2002 - October 2005
Baron Properties July 2000 - October 2001
Berkshire Mortgage Finance April 1992 - April 1999
Massachusetts Housing Finance Agency July 1989 - April 1992
Skills
Credit Risk Management, Commercial Real Estate, CMBS, Underwriting, Finance, Management, Leadership, Credit Risk, Financial Structuring, Loans, Capital Markets
Education
Boston University 1989 — 1993
M.U.A. - Master of Urban Affairs
Northeastern University 1987 — 1989
Master of Public Administration (M.P.A.)
Colorado State University 1983 — 1987
Bachelor of Arts (B.A.), Social Sciences
Fairview HS
Oscar de la Renta May 2014 - Present
Oscar de la Renta August 2012 - May 2014
Deutsche Bank 2009 - 2009
Skills
Marketing Communications, Digital Marketing, Social Media Marketing, Microsoft Word, Marketing Strategy, Market Research, Marketing, Brand Management, Fashion, Merchandising, Social Media, Social Networking, Brand Development, Facebook, Public Relations
Education
Istituto Marangoni 2010 — 2011
Masters, Brand Management
Boston University 2006 — 2010
BSBA, Finance
National Futures Association November 2013 - Present
Deutsche Bank 2007 - 2013
Xmark Asset Management 2005 - 2007
Climate Change Capital Bank 2003 - 2003
Education
University of Oxford - Said Business School
Master of Business Administration (M.B.A.)
Columbia University in the City of New York
MPH
Boston University
BA
Societe Generale February 2007 - Present
JP Morgan Chase February 2003 - February 2007
Leerink Swann May 2001 - June 2002
Deutsche Bank June 1996 - May 2001
Skills
Investment Banking, Equity Research, Finance, Analysis, Financial Modeling, Financial Analysis, Banking, Capital Markets, Equities, Financial Markets, Hedge Funds, Bloomberg
Education
Boston University 1990 — 1995
B.S., Communication
The Estée Lauder Companies Inc. April 2015 - Present
The Estée Lauder Companies Inc. March 2014 - Present
Tiffany & Co. November 2013 - March 2014
Klauber Brothers, Inc. August 2010 - May 2013
DLC Brooklyn July 2009 - July 2010
Boston College Office of AHANA Student Programs September 2006 - May 2009
TRACE MAGAZINE July 2006 - August 2006
New York MOVES Magazine 2006 - 2006
Deutsche Bank 2005 - 2005
Ombudsman Services 2004 - 2004
Skills
Photoshop, Marketing, Digital Media, Sales, Fashion, Apparel, Merchandising, Microsoft Office, Microsoft Excel, PowerPoint, Blogging, Music, Editorial, Microsoft Word, Social Media Marketing, Customer Service, Marketing Communications, Advertising, Online Advertising, Social Networking, Online Marketing
Education
Boston College - Carroll School of Management 2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
Poly Prep 2000 — 2005
Deutsche Bank 2005 - 2012
FleetBoston Financial 2002 - 2003
Skills
Fixed Income, Derivatives, Equities, Bloomberg, Capital Markets, Hedge Funds, Financial Modeling, Prime Brokerage, Financial Services, Trading, Portfolio Management, Options, FX Options, Finance, Risk Management, Financial Analysis, Investment Banking, Swaps, Alternative Investments, Financial Markets, Valuation, Middle Office, Equity Derivatives, Bonds, Structured Finance, Emerging Markets
Education
Boston University 2000 — 2004
Bachelor of Science (B.S.), Business Admin (Finance & Accounting)
Gilt.com February 2015 - Present
Deutsche Bank December 2013 - July 2014
Boston University Telefund September 2010 - September 2011
Room to Read Japan May 2010 - August 2010
Eiken English Teaching July 2007 - August 2007
Education
Boston University 2009 — 2013
Seisen International School 1992 — 2009
Boston University Questrom School of Business
Bachelor of Science, Business Administration
Deutsche Bank April 2012 - Present
Wells Fargo Capital Finance April 2008 - March 2012
Synechron December 2006 - March 2008
Ensim September 2005 - December 2006
TietoEnator Software Technologies Pvt. Ltd. April 2005 - September 2005
Skills
C#, WPF Development, Business Analysis, Software Development, Software Project..., SDLC, Requirements Analysis, Risk Management, IT Strategy and..., Information Security..., Business Data..., Offshoring Information..., Enterprise Architecture, Information Systems..., Fixed Income Technology, Equity Capital Markets, Financial Risk..., PMP
Education
Boston University 2011 — 2012
MS, Computer Information Systems:Project Management
MIT College Pune 2000 — 2004
BE, Computer
SoftLayer Technologies, Inc. November 2013 - Present
Startup Institute June 2013 - August 2013
Deutsche Bank June 2011 - June 2013
Barclays Investment Bank April 2007 - June 2011
BearingPoint Consulting February 2005 - March 2007
Booz Allen Hamilton January 2004 - January 2005
Computer Sciences Corporation 2002 - 2004
Skills
Program Management, Business Analysis, SDLC, Business Process, Process Improvement, Business Transformation, Financial Services, Business Development, Technology Change..., Project Management, Change Management, Fixed Income, Management, Start-ups, Finance, Consulting, Strategic Partnerships
Education
New York University 2010 — 2010
School of Continuing and Professional Studies, Hotel Operations Certification
Boston University Questrom School of Business 1998 — 2002
BS
PineBridge Investments March 2010 - Present
AIG Global Investment Group December 2004 - March 2010
Deutsche Bank January 2000 - December 2004
Garban Broking Services January 1998 - December 1999
Deutsche Bank January 1995 - December 1997
Bankers Trust November 1991 - December 1995
Skills
Investments, Alternative Investments, Hedge Funds, Private Equity, Financial Analysis, Financial Reporting, Financial Planning, Financial Modeling, Financial Management, Financial Accounting, Financial Control, Corporate Finance, Managerial Finance, Financial Audits, Management, Equities, Portfolio Management, Emerging Markets, Fund Of Funds, Financial Services, Strategy, Finance
Education
Boston University 1988 — 1991
B.S. B.A., Finance & Accounting
Liberty Mutual Insurance July 2006 - Present
Deutsche Bank July 1999 - May 2000
Deloitte June 1995 - June 1997
Skills
Management, Program Management, Leadership, Strategic Planning, Project Management, Process Improvement, Training, Change Management, Management Consulting, Microsoft Excel
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2006
Master of Business Administration (MBA)
Wellesley College 1991 — 1995
Bachelor of Arts (B.A.), Psychology
BNP Paribas February 2013 - Present
Wells Fargo 2007 - 2012
Mizuho Trust & Banking Co. (USA) 2004 - 2006
Synkret Ltd (Independent Consulting Firm) 2001 - 2004
Citibank 1999 - 2001
Deutsche Bank 1995 - 1999
Barclays de Zoete Wedd Securities now Barclays Capital 1993 - 1995
The Sequor Group, Subsidiary of Security Pacific Bank 1983 - 1993
Security Pacific Bank 1978 - 1983
Bank of Boston 1973 - 1978
Education
Claremont Graduate University Peter F. Drucker and Masatoshi Ito Graduate School of Management
MA Master of Arts, Business
Boston University - School of Management
MBA Master of Business Administration, Business
Northeastern University
BA Bachelor of Arts, Economics
Springfield High School
Springfield High School
Springfield High School
Springfield High School
Springfield High School
Deutsche Bank September 2010 - Present
DWS Investments April 2006 - September 2010
Skills
Series 7, Fixed Income, Equities, Alternative Investments, Mutual Funds, Hedge Funds, Series 63, Asset Allocation, Investments, ETFs, Asset Management
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance/Economics
Boston College - Carroll School of Management 1998 — 2002
BS, Finance
ADP October 2003 - Present
ADP Retirement Services 2003 - Present
Deutsche Bank 2000 - 2003
Scudder 1998 - 2003
Scudder Kemper Investments 1998 - 2000
Scudder Stevens & Clark 1992 - 1998
Wang Labs 1976 - 1992
Wang 1976 - 1992
Education
Boston University
Information Technology
Edelman July 2013 - Present
Bosch and Siemens Home Appliances January 2007 - July 2013
Bellagio Forum for Sustainable Development May 2003 - December 2006
Deutsche Bank August 1999 - May 2003
Skills
German, Customer Presentations, International Relations, Corporate Social..., Program Management, Project Implementation, Project Portfolio..., Stakeholder Engagement, Stakeholder Management, Triple Bottom Line, Environmental Issues, Public Speaking, Sustainable Business, LEED Green Associate, Management, Organizational..., Renewable Energy, Energy, Sustainable Development, Strategy, Sustainable Energy, Project Planning, LEED Accredited
Education
Colorado State University 2006 — 2009
MBA, Business Administration
The Goethe University Frankfurt 1998 — 1999
Fulbright, German History
Boston College 1994 — 1998
Bachelor, Communication
BofA Merrill Lynch April 2013 - Present
Jefferies & Company August 2011 - April 2013
Jefferies & Company June 2010 - August 2010
Deutsche Bank October 2006 - August 2009
UniTeller - Banorte 2004 - 2006
Skills
Investment Banking, Corporate Finance, Capital Markets, Derivatives, Emerging Markets, Valuation, Financial Modeling, Fixed Income, Corporate Development, Leveraged Finance, High Yield Bonds, Leveraged Lending, Credit Derivatives, Interest Rate..., Due Diligence, Equity Derivatives, Structured Products, LBO, Mergers, Portfolio Management, Structured Finance
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance & Economics
Boston University 1999 — 2003
BS, Manufacturing Engineering
Toigo Foundation
Toigo Foundation
BNP Paribas October 2012 - Present
Acxior Corporate Finance July 2011 - September 2011
EDF Energies Nouvelles May 2010 - July 2010
BDE Ecole Supérieure de Gestion May 2009 - May 2010
Loc-Infor May 2009 - June 2009
Deutsche Bank December 2006 - December 2006
Deutsche Bank December 2004 - December 2004
Skills
Monte Carlo Simulation, Microsoft Office, Capital IQ, CFNews, Factiva, French, English, German, Intralink, Financial Modeling, Valuation, Mergers, Due Diligence, Credit Analysis, LBO, Investment Banking, Structured Finance, DCF, PowerPoint, Finance, Financial Analysis, Leveraged Finance, Credit, Private Equity, Financial Structuring
Education
Boston University 2011 — 2012
Master's degree, Financial Economics, 3.51
La Trobe University
Bachelor's degree, International Business, 3.48
ESG Management School
Bachelor & Master, Banking, Corporate, Finance, and Securities Law
Blue Cross Blue Shield of Michigan June 2015 - Present
Catterton Partners July 2012 - May 2014
PatientPoint July 2012 - December 2012
Deutsche Bank July 2010 - July 2012
Citigroup July 2008 - June 2010
Education
Boston College - Carroll School of Management 2004 — 2008
Bachelor of Science (BSc), Management with concentration in Finance, Minor in Physics
University of Detroit Jesuit High School 2000 — 2004
Deutsche Bank September 2014 - Present
J.P. Morgan September 2013 - August 2014
J.P. Morgan June 2012 - August 2012
Kilngman & Associates, LLC June 2011 - August 2011
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Economics and History, Philosophy minor, 3.6
Horace Greeley H.S.
Deutsche Bank August 2014 - Present
Deutsche Bank June 2014 - August 2014
Ziegler July 2013 - August 2013
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science (BS), Finance/German, Dean's List Honors
Ruprecht-Karls-Universität Heidelberg
Semester Abroad
Institut für Internationalle Kommunikation, Universität Düsseldorf 2013 — 2013
Intensive Advanced German Language Course
Marquette University High School 2007 — 2011
Cheyne Capital 2013 - Present
Avesta Capital Advisors 2009 - 2012
Deutsche Bank 1999 - 2009
Acorn Derivatives Management 1989 - 1999
Skills
Hedge Funds, Alternative Investments, New Business Development, Investor Relations, Marketing, Capital, Equities, Portfolio Management, Investments, Fixed Income, Fund Of Funds, Institutional..., Capital Markets, Structured Products
Education
Boston University
B.S.B.A, Finance
Deutsche Bank 2012 - 2013
BNY MELLON 2005 - 2011
BNY Mellon 1989 - 2004
BNY Mellon 1981 - 1989
Skills
Customer Relations, Investments, Client Service, Negotiation, Contract Negotiation, Securities, Equities, Fixed Income, Risk Management, Due Diligence, Compliance, Product Management, Process Improvement, Operations Management, Settlements, Financial Markets, Strategic Planning, Capital Markets, Vendor Management, Derivatives, Business Analysis, FX, Securities Lending, Client Services, Corporate Actions, Problem Solving, Word, Asset Management, Settlement, Back Office, Global Custody, Funding, Mutual Funds, SWIFT, Business Strategy, Financial Institutions, Change Management, Bonds, Accounting, Private Equity, Emerging Markets, Team Management, Team Leadership, Lotus Notes, Team Building, Cash, Financial Services, SWIFT payments, FX Options, Banking
Education
Boston University
BA, Political Science, International Relations
Northeastern University - Graduate School of Business Administration
MBA, Finance
Invite Education, LLC February 2012 - Present
Boston University 2009 - Present
Deutsche Bank August 2010 - February 2012
American Student Assistance September 2009 - December 2011
The Carroll School 2006 - 2011
Ramirez Capital Advisors May 2009 - July 2010
Hupalo Advisory Partners October 2008 - May 2009
First Marblehead Corp March 2003 - October 2008
The Mainstream Foundation January 1989 - January 2003
The Bronxville School 2002 - 2003
Skills
Nonprofits, Risk Management, Capital Markets, Mergers, Small Business, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Leadership, Strategic Planning, Banking, Student Loans, Management, Finance, Structured Finance, Start-ups, Program Management, Higher Education, Credit, Loans, Financial Analysis, Project Management, Public Speaking, Negotiation, Restructuring, Financial Services, Due Diligence, Financial Structuring, Strategic Financial..., Investor Relations, Strategy
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Boston University 1978 — 1982
BS, Political Science
Brown Brothers Harriman June 2014 - Present
Brown Brothers Harriman May 2011 - June 2014
Deutsche Bank December 2007 - December 2010
JPMorgan Chase 1994 - 2005
Skills
Mutual Funds, Hedge Funds, RIC Tax Analyst, Financial Reporting, IRS Compliance, SEC Compliane, SEC filings, Bloomberg, Derivatives, 1940 Act Compliance, Microsoft Office, Microsoft Excel, Microsoft Word, Due Diligence, Sarbanes-Oxley Act, Process Improvement, 1940 Act, Financial Statements, Finance, Investments, Fund Accounting, Risk Management, Financial Services, Asset Management, Tax, Internal Audit, Analysis, Financial Analysis, Financial Modeling
Education
Boston College - Carroll School of Management 2000 — 2002
Masters Science Finance, Finance and Financial Management Services
Suffolk University
BSBA, Finance
BNY Mellon May 2014 - Present
BNY Mellon January 2013 - June 2014
BNY Mellon October 2013 - December 2013
The Bank of New York Mellon May 2007 - December 2012
J.P. Morgan 2005 - 2007
Deutsche Bank 1999 - 2005
SBC Warburg 1996 - 1999
Wellington Management 1996 - 1997
Mellon Bank 1993 - 1996
Skills
Asset Management, Banking, Capital Markets, Risk Management, Strategic Planning, Portfolio Management, Negotiation, Investments, Business Strategy, Emerging Markets, Fluent in Spanish,..., Business Development, Finance, Asset Managment, Alternative Investments, Financial Services, Management, Strategy, Latin America, Financial Risk, Leadership, International Business, Securities, Fixed Income, Derivatives, Equities, Hedge Funds, Financial Markets, FX Options
Education
Boston University 1989 — 1990
MA, International Relations and Affairs
The Citadel 1984 — 1988
BA, Political Science and Government
ACS 1980 — 1984
High School, High School/Secondary Diplomas and Certificates
SFQC
MFS Investment Management September 2014 - Present
MFS Investment Management December 2003 - Present
Grantham, Mayo, Van Otterloo August 2003 - December 2003
Deutsche Bank March 2000 - July 2003
Investors Bank & Trust June 1999 - March 2000
Skills
Fluent in..., Bonds, Bloomberg, Fixed Income, Asset Management, Trading, Asset Managment, Equities, Securities, Bloomberg Terminal, Asset Allocation, Portfolio Management, Mutual Funds, Investments, Alternative Investments, Series 7, Series 63, Investment Management, Financial Analysis, Hedge Funds, Relationship Management
Education
Boston College - Carroll School of Management 2010 — 2013
MBA, Finance
Northeastern University 2005 — 2006
Graduate Certificate, Financial Markets, and Institutions
University of Massachusetts Boston 1995 — 1999
BS, International Management
Deutsche Bank November 2008 - March 2011
DBS Vickers Securities September 2007 - June 2008
Siemens IT Solutions and Services Pvt. Ltd. January 2006 - June 2006
Skills
Process, Problem Solving, IT Operations, IT Management, Business Analysis, User Acceptance Testing, Requirement..., Business Requirements, Process Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2013
MBA, Business Management
Nanyang Technological University 2003 — 2007
Bachelor of Computer Engineering, Computer Engineering
Deutsche Bank August 2014 - Present
JPMorgan Chase August 2012 - August 2014
CIT Group June 2011 - August 2012
Barclays Capital September 2008 - June 2011
Lehman Brothers July 2007 - September 2008
Wolters Kluwer Law & Business May 2004 - July 2007
Morgan Stanley 2000 - 2003
Ballon Stoll Bader & Nadler 1996 - 1998
Skills
Training, Employee Training, E-Learning, Organizational..., Risk Management, Global Training Program..., Training Content..., LMS Administration, Training Reporting &..., Project Management, Change Management, Talent Management, Performance Management, Leadership Development, Vendor Management, Leadership, Program Management, Banking, Capital Markets, Financial Services, Investment Banking, Management, Due Diligence, Consulting, Business Development
Education
New England School of Law 1993 — 1996
JD
Boston University 1988 — 1992
BS, Journalism/Political Science
Thomson Reuters 2014 - Present
Bloomberg LP 2012 - 2014
ACE Portal 2008 - 2012
Deutsche Bank 2007 - 2008
CIBC World Markets 2004 - 2007
EY 1998 - 2000
Skills
Product Management, New Business Development, Client Services, Strategic Financial..., Financial Modeling, General Operations, Legal Research, Financial Accounting, Capital Markets, Private Equity, Financial Services, Investment Banking, Mergers & Acquisitions, Finance, Strategy
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance and Management
Boston University - School of Management 1994 — 1998
BSBA, Finance and Accounting
Massapequa High School 1990 — 1994
UBS August 2012 - Present
VDR Consulting, LLC February 2012 - Present
Deutsche Bank November 2011 - August 2012
Deutsche Bank January 2010 - November 2011
Deutsche Bank September 2007 - January 2010
Deutsche Asset Management February 2002 - September 2007
Scudder Investments October 1999 - February 2002
Mariner Health Care 1997 - 1999
Fidelity Investments April 1992 - August 1996
NYNEX 1985 - 1992
Skills
Database Administration, Service Management, Service Operations, ITIL, Process Improvement, Governance, Vendor Management, Program Management, Change Management, IT Strategy, Outsourcing, IT Management, Offshoring, Business Analysis, Operations Management, Risk Management, Incident Management, Leadership, Disaster Recovery, SDLC, IT Service Management, Data Center, Project Portfolio..., Strategy, CRM, Integration, Cross-functional Team..., Security, Enterprise Software, Management, Management Consulting, Team Management, Software Documentation, Software Development, PMO, Enterprise Architecture, Unix, Software Project..., IT Operations, Organizational..., Service Delivery, Project Delivery
Education
Boston University 1992 — 1994
Master of Science, Computer Science
University of Massachusetts at Lowell 1979 — 1983
Bachelor of Science, Math and Computer Science
Oliver Ames High School 1975 — 1979
High School Diploma, College Prep
Denihan Hospitality Group February 2012 - October 2012
Metropolitan Private Equity Management 2011 - 2012
Club Quarters 2009 - 2011
Deutsche Bank 2006 - 2008
Skills
Financial Services, Hospitality Service, Customer Service, Skilled Relationship..., Office Management, Mac/PC, High Level Of..., Articulate Communicator, Proactive self-starter, Project Management, Marketing, Time Management, Management, Outlook, Event Management, Human Resources, Interviews, Training, Public Relations, Social Media, Event Planning, Fundraising
Education
Boston University
BS
State University at Cortland
The New York School of Interior Design
UBS Investment Bank July 2015 - Present
Deutsche Bank July 2014 - June 2015
Deutsche Bank June 2013 - August 2013
State Street May 2010 - June 2012
Meketa Investment Group September 2006 - July 2008
State Street Corporation July 2005 - August 2006
Skills
Financial Modeling, Bloomberg, Corporate Finance, Valuation, Factset, Financial Analysis, Investments
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
MBA
Vanderbilt University - Owen Graduate School of Management 2008 — 2009
MS, Finance
Boston University 2001 — 2005
BA, Economics
Falcon Investment Advisors May 2014 - Present
Unified Theater, Inc. June 2013 - Present
Falcon Investment Advisors August 2010 - May 2014
Deutsche Bank June 2008 - September 2010
Skills
Valuation, Due Diligence, Financial Modeling, Strategy, Private Equity, Investment Banking, Mergers & Acquisitions, Venture Capital, Corporate Development
Education
Boston College - Carroll School of Management 2004 — 2008
Finance and Accounting
Conard
Citi December 2014 - Present
Deutsche Bank May 2007 - November 2014
Deloitte October 2004 - April 2007
KPMG June 1997 - August 2000
Skills
Capital Markets, Finance, Risk Management, Financial Modeling, Financial Analysis, Portfolio Management, Valuation, ALM, Trading, Funding, Interest Rate Risk..., Leadership, Structured Finance, Liquidity Analysis, Treasury, Commodity, Due Diligence, Investment Banking, Fixed Income, Treasury Management, Market Risk, Credit Risk, Liquidity Risk, DFAST/CCAR, Cash Concentration, Pooling, Sweeping, Liquidity product..., Risk and Regulatory..., Bank Regulatory..., 165d and IDI Resolution
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MBA, Finance & Accounting
Florida International University 2000 — 2002
M.A., Economics
Smart Destinations Inc. June 2012 - Present
Bullhorn 2011 - June 2012
Bullhorn November 2010 - September 2011
Foodtec Solutions September 2009 - May 2010
Sword AgencyPort 2010 - 2010
The MathWorks November 2004 - September 2009
Texas Instruments 2003 - November 2004
Compania Privada de Servicios Financieros 1996 - 1997
Deutsche Bank January 1991 - December 1993
Skills
XML, Web Services, Java, JavaScript, AJAX, MySQL, Java Enterprise Edition, Eclipse, Spring, SQL, jQuery, Hibernate
Education
Boston University 2006 — 2010
Master of Science in Computer Science
Massachusetts Institute of Technology 2001 — 2003
Master in Science
University of California, Davis 1997 — 2001
BS
University of Buenos Aires 1990 — 1996
Licentiate in Business Administration
Deutsche Bank June 2013 - Present
Deutsche Bank July 2012 - August 2012
Deutsche Bank June 2012 - July 2012
Citi July 2006 - August 2010
Interline Brands April 2005 - July 2006
Skills
Training, Financial Modeling, Valuation, Corporate Finance, Mergers & Acquisitions, Due Diligence, Strategy, Finance, Investments, Investment Banking
Education
The University of Chicago - Booth School of Business 2011 — 2013
M.B.A, Finance, Accounting, Strategic Management, Entrepreneurship
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
Master of Science, Finance
Edward Waters College
Bachelors of Business Administration (B.B.A), Organizational Management
Boston Common Asset Management March 2015 - Present
Deutsche Bank October 2013 - February 2015
HarbourVest Partners June 2011 - September 2013
Batterymarch Financial Management January 2006 - June 2011
GE Asset Management 2003 - 2006
GE Asset Management June 1999 - 2003
Institutional Investor 1997 - 1999
Japan Exchange and Teaching Program(me) (JET) 1992 - 1994
Skills
Equities, Investment Management, Product Development, Asset Managment, Investments, Financial Modeling, Mutual Funds, Fixed Income, Alternative Investments, Valuation, Portfolio Management, Due Diligence, Private Equity, Emerging Markets, Series 7, Asset Management, Japanese business..., Japanese culture, Strategy, Wealth Management, Hedge Funds, Asset Allocation, Finance
Education
Boston University - School of Management 2004 — 2005
MS Investment Management
Hamilton College 1988 — 1992
BA
John Jay High School 1986 — 1988
Harvard Management Company April 2015 - Present
Citizens Financial Group, Inc. July 2014 - August 2014
Deutsche Bank January 2013 - February 2013
Teruten Inc. February 2010 - December 2012
Skills
Matlab, Quantitative Finance, Financial Modeling, Bloomberg Terminal, Time Series Analysis, VBA, C++, R, Volatility Forecast, Stochastic Calculus, Monte Carlo Simulation, HTML, SQL, Python, Microsoft Excel
Education
Boston University Questrom School of Business 2013 — 2015
Master's Degree, Mathematical Finance, 3.84, High Honors
Seoul National University
Bachelor of Science (BS), Industrial Engineering
Citi January 2014 - Present
Citigroup January 2011 - December 2013
Ernst & Young June 2009 - January 2011
PayPal August 2010 - December 2010
Goldman Sachs June 2009 - July 2010
Norkom Technologies April 2008 - June 2009
Deutsche Bank June 2008 - May 2009
American Express April 2008 - June 2008
Bank of America June 2005 - March 2008
Fidelity Investments January 2005 - May 2005
Skills
SQL Server, Microstrategy, Tableau, Cognos, Teradata, Norkom, Spotfire, MANTAS, Cantonese, SQL, Oracle, AML, Financial Reporting, Business Analysis, Business Intelligence, Financial Intelligence, Forensic Analysis, Data Mining, Project Management, Visio, Perl, Java, Microsoft Excel, Microsoft Access, Microsoft SQL Server, ETL, Analytics, Integration, Databases, Risk Management, Financial Risk, Analysis, Banking, Financial Services, KYC, User Acceptance Testing, Mantas, SDLC, Business Requirements, Access, Fraud, Quality Assurance, Operational Risk, MicroStrategy, Anti Money Laundering
Education
Boston University 1997 — 2002
Bachelor of Science, Computer Science
Deutsche Bank December 2009 - Present
TD Ameritrade August 2009 - December 2009
Morgan Stanley June 2006 - May 2009
Union Bank of California June 1998 - June 2006
Bear Stearns December 1995 - October 1997
Bear Stearns International Ltd September 1993 - December 1995
Bear Stearns Securities Corp September 1991 - September 1993
Skills
Prime Brokerage, Equities, Hedge Funds, Fixed Income, Securities Lending, Securities, Financial Services, Investments, Mutual Funds, People Development, Series 7, Settlement, Trading
Education
Boston University 1986 — 1990
BA, International Business and Relations
Columbia Wanger Asset Management December 2011 - Present
McKinsey & Company January 2010 - November 2011
McKinsey & Company October 2007 - December 2009
Frozen Yogurt Solutions September 2005 - September 2006
Deutsche Bank January 2002 - April 2005
Skills
Strategy, Entrepreneurship, Management Consulting, Corporate Finance, Management, Product Development
Education
University of Oxford - Said Business School 2006 — 2007
MBA, with Distinction; Strategy and Finance concentration
Boston College 1997 — 2001
BA, Computer Science
Physique 57 November 2005 - Present
Morgan Stanley August 2000 - February 2005
Prudential Investments May 1997 - August 2000
Deutsche Bank May 1996 - May 1997
Skills
Leadership, Entrepreneurship, Fitness, Strategy, Marketing, Team Building, Social Media Marketing, Retail, Public Relations, Social Networking, Marketing Strategy, Social Media, Public Speaking, Event Management, Sales, Brand Development, Business Strategy, Management, Strategic Planning, New Business Development
Education
Columbia University - Columbia Business School 1998 — 2000
Master of Business Administration (MBA)
Boston University 1989 — 1993
BA, English
Scarsdale High School
Kayne Anderson Capital Advisors, L.P. August 2015 - Present
Deutsche Bank July 2014 - August 2015
Deutsche Bank June 2013 - August 2013
Kayne Anderson Capital Advisors June 2012 - August 2012
UBS June 2012 - June 2012
The DAK Group June 2011 - August 2011
Bogota Savings Bank June 2010 - August 2011
Skills
Microsoft Office, Investment Banking
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science in Management, Finance
Rangjung Yeshe Institute 2012 — 2012
Philosophy, Center for Buddhist Studies
Teaneck High School 2006 — 2010
Yuno, Inc. April 2013 - Present
i love koi USA August 2011 - Present
Citi June 2011 - August 2011
Deutsche Bank June 2010 - July 2010
Singapore Army January 2007 - January 2009
Skills
Marine Research, Equities, Social Media Marketing, Microsoft Office, Research, Mandarin, Microsoft Excel, Social Media, Entrepreneurship
Education
Boston University - School of Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Magna Cum Laude
Boston University 2009 — 2013
Bachelor of Arts (B.A.), Psychology, Magna Cum Laude
Anglo-Chinese Junior College 2005 — 2006
GCE 'A' Levels, Science Stream
Anglo-Chinese School (Barker Road) 2001 — 2004
Deutsche Bank August 2015 - Present
Skills
Agile Modeling, Certified Scrum Master..., Test Automation, Technical Project..., Process Development, Quality Assurance, Requirements Gathering, Virtualization, Cloud Computing, business, Negotiation, Internal Communications, Building Relationships, Customer Insight, JavaScript, Process Simulation, Business, Software Quality..., Unix
Education
Cornell University 2012 — 2012
Professional, Project Leadership
Boston University 2002 — 2004
Master of Science, Computer Science
S G G S College on Engineering & technology, Nanded 1993 — 1997
B. Tech, Textile Technology
Cornerstone Investment Group, KW Commercial February 2015 - Present
Nunzio Corp and F&A Alioto Properties 2012 - Present
Marcus & Millichap April 2012 - November 2014
Assent LLC 2005 - 2010
Susquehanna International Group 2002 - 2004
Deutsche Bank 1996 - 2001
Skills
Equities, Options, 1031 Exchanges, Commercial Real Estate, Investment Properties, Financial Analysis, Investments, Capital Markets, Portfolio Management, Valuation, Asset Management, Hedge Funds, Strategy, Real Estate Transactions
Education
Boston College - Carroll School of Management 1992 — 1996
Finance
Real Estate Investments January 2003 - Present
ABN AMRO Bank N.V. July 1998 - June 2003
UBS Investment Bank June 1997 - May 1998
Deutsche Bank May 1996 - May 1997
BNP Paribas April 1995 - May 1996
Skills
Business Development, Leadership, Management, Luxury, Marketing, Negotiation, Real Estate, Asset Management, Sales, Financial Analysis, Brand Management, Entrepreneurship, Marketing Strategy, Investments, Market Analysis, Selling, Start-ups, Business Planning, Strategy
Education
Boston University - School of Management 1986 — 1990
Bachelor of Science (B.S.), International Business
Self-employed January 2009 - Present
GSC Group February 2006 - January 2009
Deutsche Bank September 2001 - February 2006
Morgan Stanley July 1997 - September 2001
Liberty Brokerage August 1996 - July 1997
Skills
Writing, Eating,..., Morgan Stanley...
Education
Fordham University 1995 — 1996
Bachelor of Science (B.S.), Political Science and Government
Boston College 1993 — 1995
Bachelor of Science (B.S.), Political Science and Government
New York University 1991 — 1993
Bachelor of Science (B.S.), Political Science and Government
Estrategias en Valores S.A. April 2015 - Present
StormHarbour Securities September 2010 - April 2015
Cicerone Capital November 2008 - September 2010
Cynthion Partners, LLC October 2005 - October 2008
Akul Group, LLC August 2002 - October 2005
Okumus Capital June 1999 - September 2000
Deutsche Bank August 1997 - May 1999
Skills
Special Situations, Emerging Markets, Private Equity, Hedge Funds, structured credit, Asset Management, Latin America, Cross-border..., Transaction Origination, Mergers & Acquisitions, Equities, Investments, Capital Markets, Commodity, Alternative Investments, Portfolio Management, Private Placements, Special Situations..., Investment Banking, Structured Finance, Securitization, distressed investing, emerging markets..., Mining, Natural Resources, Energy, Agribusiness, Credit, Structured Products, Asset Based Finance, Restructuring, Leveraged Finance, Loan Origination, Brazil, Mexico, LBO-MBO, Colombia, Argentina, Russia, Origination, Private Credit, Asset Backed Lending, Consumer Lending, Structured Commodity..., Distressed Debt, Eastern Europe, MENA, Financial Structuring, Corporate Finance, Valuation
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance
Boston University 1993 — 1997
Bachelor’s Degree, International Relations
Trinity School
High School
Cambridge Associates August 2013 - Present
Cambridge Associates July 2009 - August 2013
InterSec Research November 2005 - July 2009
Deutsche Bank June 2003 - November 2005
Skills
Investments, Portfolio Management, Management, Business Development, Business Strategy, Equities, Asset Management, Alternative Investments, Valuation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2013
Master of Business Administration (MBA), Asset Management
University of Notre Dame 1999 — 2003
BS, Mathematics and Business Administration
Deutsche Bank March 2011 - Present
Scotia Capital February 2009 - December 2010
Deutsche Bank August 2000 - December 2008
UBS August 1996 - August 2000
MFS Investment Management June 1990 - August 1996
Education
Boston University Questrom School of Business 1986 — 1990
BSBA, Finance
Gulliver Preparatory 1982 — 1986
HS
E&Y February 2011 - Present
Summit Partners August 2010 - February 2011
Ernst & Young August 2007 - August 2010
Deutsche Bank June 2006 - July 2006
Morgan Stanley June 2005 - July 2005
Education
The University of Connecticut School of Business 2007 — 2009
MSA, Accounting
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2007
BS, Finance, Accounting, History
The Bank of New York Mellon March 2006 - Present
Citigroup 2005 - 2006
Deutsche Bank 1990 - 2005
The Chase Manhattan Bank 1984 - 1990
Skills
Wealth Management, Wealth Management..., Investment Management, Asset Allocation, Private Banking, Fixed Income, Asset Managment, Asset Management, Estate Planning, Investments, Equities, Hedge Funds, Financial Services, Securities, High Net Worth..., Financial Advisory, Wealth, Mutual Funds, Investment Advisory, Alternative Investments
Education
Fordham Gabelli School of Business 1988 — 1992
MBA, Finance
Boston College 1980 — 1984
BS, Economics, Marketing
Apple August 2012 - June 2014
IvyAdvisors.com January 2011 - May 2014
Deutsche Bank August 2007 - May 2010
Deloitte August 2005 - August 2007
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA
Boston University 2001 — 2005
Electrical Engineering, Engineering
The Flatiron School 2014 — 2014
Fullstack Web Development
August North August 2010 - Present
Boston Green Drinks May 2011 - Present
Temujin International Investments 2008 - 2010
Gigamedia Limited March 2007 - August 2008
Bear Stearns 2005 - 2007
Partners-e 1999 - 2005
bx.com 2001 - 2004
Deutsche Bank 1999 - 2001
B&S Tour and Travel 1991 - 1997
Skills
Corporate Finance, Equity Research, Business Relationship..., sustainability, investments, Sustainability, Investments, Business Development, Research
Education
Harvard University Extension School 2009 — 2012
Master of Liberal Arts, Sustainability and Environmental Management, Deans List. GPA: 3.88
Boston University 1995 — 1997
MBA, Finance and Strategy
Boston University 1987 — 1991
BA, International Relations
Nomura April 2013 - Present
Nomura February 2010 - March 2013
Société Générale Corporate and Investment Banking April 2009 - February 2010
Merrill Lynch July 2007 - April 2009
Deutsche Bank June 2006 - August 2006
Skills
Microsoft Excel, Bloomberg Terminal, FactSet, Business Objects, VBA, Financial Modeling, Offshoring, Investment Banking, Financial Analysis, Valuation, Capital Markets, Fixed Income, Equities, Corporate Finance, Derivatives, Bloomberg
Education
Boston University 2003 — 2007
BS, Neuroscience
Boston University Questrom School of Business 2003 — 2007
BSBA, Finance
State Street April 2012 - Present
Pioneer Investments August 2010 - December 2010
The Playful Pup LLC October 2009 - July 2010
BTIG LLC March 2009 - September 2009
LaBranche Financial Services March 2007 - March 2009
Natixis Global Asset Management September 2005 - November 2006
Deutsche Bank March 2003 - September 2005
Sapers & Wallack Advisors June 2002 - January 2003
Gruntal & Co July 2000 - September 2001
Fahnestock & Co June 1995 - May 2000
Skills
Securities, Trading, Equities, Financial Services, Investments, Equity Trading, FINRA, Electronic Trading, Negotiation, Mutual Funds, Trading Systems, Conflict Resolution, Bloomberg, Capital Markets, Vendor Relationships, Analysis, Business Analysis, Microsoft Excel, Microsoft Office, Competitive Analysis, Strategic Planning, Procurement, Supply Chain, Contract Negotiation, Contract Management, Strategic Sourcing, Financial Risk, Vendor Management
Education
Boston University 1992 — 1995
Bachelor of Arts, Liberal Arts and Sciences/Liberal Studies
Prudential Investment Management, Inc. September 2013 - Present
Sidley Austin LLP October 2005 - September 2013
Deutsche Bank January 2012 - June 2012
Nomura Asset Management July 2011 - November 2011
Standard Chartered Bank March 2010 - September 2010
Seward & Kissel LLP September 2003 - September 2005
Skills
Hedge Funds, Private Equity, Separately Managed..., Secondary Interests, Investor Representation..., Investment Advisers Act..., Asset Management
Education
Boston College Law School 2000 — 2003
J.D.
Barnard College, Columbia University 1993 — 1997
B.A.
United Nations International School 1989 — 1993
Kings College London (School of Law), London University
DaVita Inc. December 2010 - Present
CareOne, LLC June 2010 - September 2010
Deutsche Bank Securities January 2008 - April 2009
Deutsche Bank Securities July 2004 - December 2007
Deutsche Bank October 1995 - December 2000
Deutsche Bank November 1994 - October 1995
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MBA, Business
Pitzer College 1990 — 1994
BA, Politcal Economy
Blair Academy
The Siegfried Group, LLP 2007 - Present
Ernst & Young August 2006 - February 2007
Deloitte & Touche October 2003 - August 2006
Deutsche Bank November 1999 - December 2003
Investors Bank & Trust August 1997 - October 1999
Education
Boston University 1988 — 1992
Bank of America September 2014 - Present
Bed Bath & Beyond July 2012 - May 2014
Comcast May 2008 - May 2012
Deutsche Bank July 2007 - March 2008
Skills
Enterprise Architecture, Solution Architecture, Requirements Analysis, IT Strategy, SOA, Master Data Management, Business Intelligence, Data Warehousing, Business Analysis, Data Modeling, Data Analysis, Database Design, Data Management, Data Profiling, Teradata, Oracle, Microsoft SQL Server, Sybase, IBM Mainframe, DB2, SQL, Erwin, Embarcadero, IBM Rational Tools, Rational DOORS, Data Governance, Data Quality, Data Migration, Data Integration, ERP, SDLC, MRP, OTC, CIF, ERD, ORM, BOM management, Sparx Enterprise..., OLTP, OLAP, ETL, Project Management, Agile Methodologies
Education
Boston University
Master's degree, Advance Database & Knowledge Management
Credit Suisse April 2006 - May 2013
Deutsche Bank 2001 - 2006
Madison Consulting Group 1998 - 2001
ANZ 1990 - 1995
Skills
Hedge Funds, Fixed Income, Alternative Investments, Asset Management, Private Equity, Middle Office, Operations Management, Portfolio Management, Structured Products, Derivatives, Loans, Distressed Debt, Trading Systems, Capital Markets, Valuation, Bloomberg, Operational Risk..., Operational Due..., Transition Management
Education
Columbia University - Columbia Business School
MBA, Finance
Boston University
Bachelor of Arts (B.A.), Economics
Citigroup, Inc. June 2009 - July 2015
Old Greenwich Capital Partners, L.P. August 2008 - June 2009
Merrill Lynch & Co., Inc. June 2007 - July 2008
Deutsche Bank March 2006 - October 2006
Education
Columbia University
Boston University 2001 — 2005
The Hill School 1999 — 2001
BNY Mellon February 2013 - Present
The Bank of New York Mellon February 2009 - February 2013
Deutsche Bank September 2006 - January 2008
Deutsche Bank April 2003 - September 2006
Deutsche Bank February 1998 - April 2003
Mellon Financial 1989 - 1998
Bank of Boston 1985 - 1989
Skills
Change Management, Human Resource..., Equities, Back Office, Outsourcing, Securities, Finance, Management, Relationship Management, Financial Services, Strategy, Business Process, Cash Management, PMO, Banking
Education
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1992
MBA, Finance
University of Massachusetts Boston 1978 — 1982
BS, Finance
Frontlight Capital, LLP 2015 - Present
Questrom School of Business, Boston University 2012 - Present
Questrom School of Business, Boston University 2010 - Present
Citibank Capital Markets 2011 - 2012
Fortress Investment Group 2009 - 2011
Deutsche Bank 2006 - 2009
AlphaSimplex 2005 - 2006
Harvard Medical School - Laboratory of Computer Science 2001 - 2005
University of Miami 1989 - 1999
Skills
Quantitative Analytics, Credit Derivatives, Quantitative Finance, Derivatives, Fixed Income, Bloomberg, Valuation, R, Stochastic Calculus, Trading, Monte Carlo Simulation, Time Series Analysis, VBA, Options, Trading Systems, Market Risk, Equity Derivatives, Financial Modeling, Financial Markets, Econometrics
Education
Boston University 2004 — 2005
MA
University of Maryland College Park 1986 — 1989
PhD
University of Maryland College Park 1983 — 1984
MS
University of Maryland College Park 1979 — 1982
BS
Meritage Group January 2011 - Present
Renaissance Technologies (Meritage Division) April 2005 - March 2011
Deutsche Bank August 2003 - April 2005
The Carlyle Group January 2002 - August 2003
U.S. Senate June 1998 - August 2000
Skills
Hedge Funds, Valuation, Equities, Alternative Investments, Latvian, Investments, Asset Management, Private Equity
Education
The London School of Economics and Political Science (LSE) 2000 — 2001
Boston University 1994 — 1998
Microsoft September 2013 - Present
Microsoft July 2009 - September 2013
Microsoft July 2007 - July 2009
Morgan Stanley November 2004 - July 2007
Deutsche Bank May 2001 - November 2004
Boston University - School of Management September 1998 - January 2002
Deutsche Bank May 2000 - September 2000
Bankers Trust May 1999 - September 1999
Ogilvy & Mather January 1998 - September 1998
Skills
Disaster Recovery, Cloud Computing, Distributed Systems, Software Documentation, Enterprise Architecture, Virtualization, Storage Area Networks, Storage Virtualization, Storage Management, Standards Development, SMI-S, Hyper-V, Software Project..., VMware, Storage, ITIL, Microsoft Technologies, Enterprise Software, Powershell, SCVMM, Software Development, PaaS, Data Center, High Availability, Architecture, Systems Management, Servers, Windows Server, IT Strategy, Solution Architecture, Windows Azure, Private Cloud, SAN, System Deployment, Server Architecture, System Architecture, VDI, Infrastructure, IT Management, Operating Systems, SaaS, Cluster
Education
Boston University 1998 — 2002
BA, Mathematics
LaGuardia High School 1994 — 1998
Brass Instruments
Mercer Investments April 2014 - Present
Old Mutual May 2012 - April 2014
Fidelity Investments December 2006 - May 2012
State Street Global Advisors June 2004 - November 2006
State Street Global Advisors August 2001 - June 2004
Deutsche Bank August 1998 - August 2001
Skills
Series 7, Series 63, Defined Contribution, Business Development, Investments, DCIO, Mutual Funds, Retirement, Sales, Marketing, Building Relationships, Competitive Analysis, Networking
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2005
MBA, Finance
Fairfield University 1994 — 1998
BS, Finance
St. John's High School
F.H. Peterson Machine Corp. October 2012 - Present
Family Service of Rhode Island November 2009 - October 2012
NetCenergy August 2009 - November 2009
Freelance April 2008 - August 2009
Pinnacle Partners September 2005 - March 2008
Deutsche Bank October 2004 - August 2005
Berkshire Mortgage Finance March 2004 - October 2004
SleepMed Incorporated July 2000 - February 2004
Century Electronics Manufacturing Inc August 1998 - July 2000
Micrex Corporation January 1998 - July 1998
Skills
Microsoft Office, VPN, Computer Hardware, Terminal Server, Microsoft Operating..., Symantec Antivirus, XP, Servers, Software Installation, Printers, Windows, Antivirus, Windows Server, HP, DHCP, Firewalls, Network Administration, Desktop Support, Windows Server 2003, Troubleshooting, Hardware, Blackberry, System Administration, Windows 7, TCP/IP, Active Directory, Operating Systems, Networking, Microsoft Exchange, Windows XP, Wireless Networking, Help Desk Support, Software Documentation, VMware, Microsoft Technologies, Information Technology
Education
NetSmart 2011 — 2011
Certificate
NetSmart 2011 — 2011
Certificate
Microsoft 2004 — 2004
Certificate
Microsoft 2004 — 2004
Certificate
IntraSystems 2003 — 2003
Certificate
IntraSystems 2003 — 2003
Certificate
Microsoft 2001 — 2001
Certificate
Microsoft 2000 — 2000
Certificate
Boston University 1999 — 2000
Certificate
Try-County RVTHS 1990 — 1994
Diploma
PwC October 2013 - Present
PwC November 2012 - October 2013
MFS Investment Management June 2007 - November 2012
Deutsche Bank 2006 - 2007
Bisys 2005 - 2006
State Street Bank 2003 - 2003
Education
Boston University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Boston University 1996 — 2000
Bachelor of Arts (B.A.), Psychology
Washingtonville High School
Deutsche Bank January 2012 - Present
Deutsche Bank January 2008 - December 2011
Deutsche Bank July 2005 - December 2007
IBM June 2004 - June 2005
Skills
Equities, Equity Research, Valuation, Bloomberg, Financial Modeling, Hedge Funds, Equity Valuation, Investments, Financial Analysis, Fundamental Analysis, Capital IQ, Chartered Financial..., Investment Advisory, Series 7, Securities
Education
Boston College 2000 — 2004
Bachelor of Science (BS), Finance & Corporate Reporting and Analysis
Boston College 2000 — 2004
Bachelor of Science (B.S.), Finance
Deutsche Bank May 2012 - Present
Mount Olympus Mortgage Company November 2007 - May 2012
DB Home Lending LLC, a subsidiary of Deutsche Bank January 2005 - October 2007
Deutsche Bank January 2005 - October 2007
Olympus Mortgage Company December 2001 - January 2005
Skills
Mortgage Lending, Mortgage Banking, Capital Markets, Risk Management, Loans, Information Technology, Information Security..., Loan Origination Systems, Corporate Secretary, Finance, Regulatory Compliance, Legal (Non-Attorney), Sales Management, Start-up Environment, Project Management, Investment Banking, Banking, Mortgage Loan Servicing, Investment Properties, Loan Origination, Sales, Credit, Credit Risk, Loan Servicing, Fraud, Executive Management, Credit Analysis, Fixed Income, Financial Risk, Commercial Lending, Process Improvement, Residential Mortgages, Financial Services, Real Estate, Structured Products, FHA, Funding, Business Analysis, Due Diligence, Real Estate Economics, Relationship Management, Portfolio Management, Securities, Mergers & Acquisitions, Structured Finance, Financial Analysis, Financial Structuring, Refinance, Asset Management, Investments
Education
Boston University
Engineering
Deutsche Bank February 2014 - Present
Bank of the West June 2011 - January 2014
Bank of America June 2007 - June 2011
Bank of America January 2005 - June 2007
Bank of America May 2002 - December 2004
Skills
Commercial Banking, Excel, Financial Operations, Client Services, Treasury Management, Portfolio Management, Financial Services, Internet Banking, Microsoft Excel, Cash Management, Finance, Credit, Financial Analysis, Commercial Lending, Banking, Executive Management, Treasury Services, Analysis, CRM, Management, Leadership
Education
Boston University 2006 — 2008
MS BFM, Banking and Financial Management
Jacksonville University 2003 — 2005
MBA, Business
Flagler College 1999 — 2002
BA, Business and Economics
Cambridge Academy 1994 — 1998
Trimaran Advisors April 2012 - Present
Deutsche Bank January 2010 - April 2012
CIT Group July 2007 - June 2009
Education
Boston College 2003 — 2007
BS, Finance/Accounting
Prospect 33 September 2009 - Present
Direct Markets, Inc. May 2011 - November 2012
Deutsche Bank 2010 - 2011
Boston University 2006 - May 2009
Skills
Graphic Design, Web Design, HTML, Photoshop, CSS, Photography, JavaScript, Python, Django, Graphics, Logo Design, Microsoft Excel, OS X, User Experience
Education
Boston University 2005 — 2009
BFA, Graphic Design
Xavier High School 2001 — 2005
Deutsche Bank May 2011 - Present
J.P. Morgan June 2008 - May 2011
Bear Stearns May 2004 - June 2008
Education
St. Lawrence University 1999 — 2003
Boston University 1997 — 1999
Phillips Exeter Academy 1993 — 1997
Global Investment Bank February 2015 - Present
orext Solutions, LLC March 2008 - Present
Deutsche Bank August 2013 - October 2014
BNY Mellon February 2013 - August 2013
Natixis North America October 2011 - February 2013
MF Global May 2011 - September 2011
PSEG May 2010 - June 2011
Morgan Stanley February 1996 - February 2008
AT&T June 1990 - January 1996
Skills
Business Analysis &..., Program Management, Quality Assurance, Production Support, SDLC, Business Intelligence, Business Analysis, Business Process, Strategy, Integration, Project Management, Testing, Data Warehousing, Analysis, Management, Data Analysis, Telecommunications, Business Requirements, Requirements Gathering, Requirements Analysis, Visio, Financial Services, Finance, Business Process..., Strategic Planning, IT Strategy, Vendor Management, Risk Management
Education
Massachusetts Institute of Technology
Spectral Estimation & Information Theory
Columbia University in the City of New York
M.S.E.E., Communication Systems
Boston University
B.S.S.E., Systems Engineering
Stevens Institute of Technology
Technology Innovation
IBM August 2015 - Present
GE Capital May 2014 - August 2015
UBS Investment Bank June 2007 - May 2014
Credit Suisse April 2005 - June 2007
Deutsche Bank October 1998 - April 2005
Skills
Change Management, Investment Banking, Fixed Income, Derivatives, Equities, Capital Markets, Hedge Funds, Trading Systems, Bloomberg, Financial Markets, Middle Office, FX Options, Trading, Equity Derivatives, Electronic Trading, Financial Modeling, Reference Data
Education
Fordham Gabelli School of Business 1993 — 1995
MBA, Corporate Finance
Boston University 1988 — 1992
BA, Economcs
AT&T February 2013 - Present
McKesson Provider Technologies April 2010 - January 2013
Deutsche Bank September 2008 - March 2010
T-Mobile June 2008 - August 2008
Guardian Life Insurance June 2006 - August 2007
Spelman College September 2005 - May 2006
Skills
SQL, Microsoft SQL Server, Oracle SQL, SQL*Plus, SQL Server Management..., HTML 5, HTML, CSS3, CSS Javascript, Application Support, Technical Support, Hadoop, Hive, MapReduce, Teradata Data Warehouse, Big Data, Ksh, Python, HQL, Shell Scripting, C#, Business Analysis
Education
Boston University 2011 — 2012
M.S., Computer Information Systems - Database Management and Business Intelligence
Spelman College 2004 — 2008
B.S., Computer Science / Mathematics
Flagstar Bank 2006 - 2008
Deutsche Bank March 2001 - April 2006
Skills
International Business, International Trade, Contract Negotiation, Pricing Negotiation, Mineral Exploration, Iron Ore, Coal, Social Media, Start-ups, Entrepreneurship, Latin America, International Relations, Public Speaking, Business Development, Negotiation, Business Planning, Strategy, Sales
Education
Boston University 1992 — 1998
First Republic Bank January 2013 - Present
Private November 2009 - January 2013
Deutsche Bank April 2005 - November 2009
Skills
Investments, Portfolio Management, Banking, Wealth Management, Financial Modeling, Asset Managment, Microsoft Office, Customer Service, Microsoft Excel, Equities, PowerPoint, Alternative Investments, Financial Services, Mutual Funds, Relationship Management, Financial Analysis, Credit, Strategic Financial..., New Business Development, Asset Management, Strategic Planning
Education
Boston University 1988 — 1993
Bachelor of Science (BS), Economics
Deutsche Bank April 2013 - Present
UBS Investment Bank June 2006 - March 2013
UBS Investment Bank June 2006 - March 2013
GMAC Commercial Mortgage May 2004 - March 2006
Skills
Valuation, Capital Markets, Structured Finance, Asset Management, Due Diligence, Financial Modeling, Securitization, Real Estate Economics
Education
Emory University - Goizueta Business School 2002 — 2004
MBA, Finance & Real Estate
Boston University 1995 — 1999
BS, Finance
Boston University Questrom School of Business 1995 — 1999
BS, Finance
Deutsche Bank January 2010 - December 2012
Deutsche Bank Securities January 2007 - January 2010
Deutsche Bank Securities September 2005 - January 2007
Deutsche Bank Securities May 2004 - September 2005
Skills
Equities, Hedge Funds, Capital Markets, Electronic Trading, Fixed Income, Derivatives, Investment Banking, Investments, Risk Management, Trading, Trading Systems, Mutual Funds, Due Diligence, Banking, Credit Risk, Finance, Bloomberg, Volker Rule, Market Access Rule, Algorithmic Trading, Market Regulation, Trade Compliance, Trading Surveillance, Relationship Management
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Allen Stevenson School
Boston University
BA, History
Riverdale Country School
National Australia Bank June 2007 - Present
LBBW April 2004 - June 2007
Deutsche Bank April 2000 - April 2004
Citibank July 1997 - April 2000
Skills
Author, Wealthy Child:..., Author, The Economic..., Eagle Scout, Fixed Income, Derivatives, Capital Markets, Credit Derivatives, Market Risk, Investment Banking, FX Options, Trading, Structured Finance, Risk Management, Options, Portfolio Management, Swaps, Financial Risk, Basel II, Equity Derivatives, Bonds, VAR, Securities
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Boston University 1988 — 1992
BA, Economics / Computer Science
Fordham Preparatory School 1984 — 1988
High School
Deutsche Bank September 1999 - Present
Salomon Smith Barney July 1996 - September 1999
T. Rowe Price February 1994 - July 1996
Skills
Fixed Income, Asset Management, Portfolio Management, Investments, Mutual Funds, Interest Rate..., Derivatives, Client Communication, Financial Reporting, Retirement Plans, Cost Control, Cost Management, Equities, Asset Allocation, Business Management, Municipal Bonds, ETFs
Education
Boston University 2011 — 2012
Masters of Science, Investment Management
UCSD 1989 — 1993
Bachelor of Arts, Economics
Looking for Opportunities September 2015 - Present
MetLife December 2002 - August 2015
Bondbook, LLC January 2001 - October 2001
Pershing, a BNY Mellon company June 2000 - December 2000
Deutsche Bank September 1999 - May 2000
BNY Mellon September 1998 - August 1999
Citi September 1997 - August 1998
Fiduciary Trust Company February 1997 - August 1997
Julius Baer March 1992 - September 1996
Brown Brothers Harriman March 1989 - March 1992
Skills
Vendor Management, Business Analysis, Financial Services, Derivatives, Equities, Project Management, Bloomberg, Risk Management, Trading, Process Improvement, IT Strategy, SDLC, Portfolio Management, Investments, Mutual Funds, Securities, Fixed Income, Hedge Funds, FX Options, Financial Markets, Project Planning, User Acceptance Testing, Banking, Vendor Relationships, Middle Office, PMO, Vendor Contracts, Regression Testing, Functional..., Program Management, Management, Integration, Project Portfolio..., IT Management, Outsourcing, Business Process..., ITIL, Finance, Enterprise Architecture, Disaster Recovery, Requirements Analysis, Mergers, Business Process, Leadership, Change Management, Microsoft Excel, Settlement, Microsoft Office, Microsoft Project, Insurance
Education
Fordham Gabelli School of Business 1999 — 2000
Information & Communication Technology
St. John's University 1990 — 1992
MBA, Finance
City University of New York-Brooklyn College 1984 — 1988
BS, Business, Management & Finance
Boston University
PMP Managing Projects course
Deutsche Bank July 2014 - Present
Deutsche Bank June 2013 - Present
Deutsche Bank October 2010 - June 2013
Deutsche Bank August 2007 - October 2010
Skills
Middle Office, Fixed Income, Financial Risk, Trading, Investment Banking, Credit, Capital Markets, Derivatives, Syndications, Loans, Management, Equities, Bloomberg, Credit Derivatives, Hedge Funds, Project Management, Information Technology, Swaps, Structured Products, Financial Modeling
Education
Boston University 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Alkermes October 2009 - Present
Oscient Pharmaceuticals September 2004 - January 2009
Deutsche Bank August 2003 - September 2004
Fairchild Semiconductor 2000 - 2002
Skills
Corporate Communications, Biotechnology
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2010
MSF, Finance
Boston College 1999 — 2003
Bachelor of Science, Finance
IECS - The Strasbourg Graduate School of Management 2001 — 2001
Citi April 2015 - Present
J.P. Morgan September 2013 - April 2015
Morgan Stanley January 2012 - July 2013
Morgan Stanley November 2009 - January 2012
Deutsche Bank June 2006 - September 2009
RBC June 2005 - August 2005
RBC June 2004 - August 2004
Education
Boston University 2002 — 2006
BS, Finance
PS 154
Colony American Finance July 2014 - Present
Auction.com December 2010 - June 2014
Deutsche Bank July 2007 - January 2009
Barrington Capital Partners February 2005 - August 2005
Resolve Technology, a Costar Company February 2004 - February 2005
BNY Mellon April 2002 - February 2004
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Real estate finance
Boston University 2000 — 2002
BS, Economics
Citi January 2003 - Present
Deutsche Bank January 2002 - January 2003
Bankers Trust May 2001 - January 2002
Skills
Credit Risk, Credit, Credit Analysis, Private Banking, Portfolio Management, Hedge Funds, Capital Markets, Banking, Structured Finance, Wealth Management..., Derivatives, Wealth Management, FX Options, Investment Banking, Risk Management, Financial Services, Financial Risk
Education
Boston University
BS, Bio-Medical Engineering
Deutsche Bank June 2008 - Present
Merrill Lynch 2000 - 2008
Merrill Lynch July 2000 - December 2004
Skills
Capital Markets, Credit, Credit Analysis, Credit Risk, Derivatives, Investment Banking, Fixed Income
Education
Boston University 2005 — 2007
MS, Banking & Financial Management
Rutgers University-New Brunswick 1996 — 2000
BS, Finance
UBS August 2012 - January 2014
Deutsche Bank August 2010 - August 2012
Harvard University 2009 - 2009
SABIC Innovative Plastics ( formerly: GE plastics ) July 2007 - July 2008
Deloitte July 2005 - July 2007
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Derivatives, Risk Management, Cash Flow Forecasting, Budgets, Fixed Income Analysis, Financial Statement..., Investments, Fixed Income, Capital Markets, Finance, Hedge Funds, Bloomberg, Managerial Finance, Valuation, Internal Audit, Financial Services, Equity Research, Equity Valuation, Portfolio Management, Private Equity, Equities, Credit Derivatives, Due Diligence, Auditing, Alternative Investments, Business Valuation, Bloomberg Terminal, DCF, Strategic Financial..., Structured Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2009
MS, Finance, Awarded Dean’s Scholarship and Graduate Assistantship
Shanghai International Studies University
BA, Business Administration
Shi Xi High School
KPMG US March 2014 - Present
State Street June 2013 - March 2014
Deutsche Bank December 2009 - August 2012
Sabanci University September 2009 - June 2010
The Coca-Cola Company July 2008 - August 2008
Deloitte & Touche January 2008 - February 2008
Skills
Corporate Finance, Investment Banking, Valuation, Financial Analysis, Strategy, Financial Modeling, Fixed Income, Private Equity, Project Finance, Equities, Economics, Bloomberg Terminal, Structured Finance, Cash Management, Emerging Markets, Financial Markets
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2014
MBA / MS Finance
Sabanci University 2006 — 2010
B.A., Economics
University of California, Los Angeles
Summer Session
Saint George Austrian High School 2001 — 2006
JP Morgan July 2007 - February 2011
Morgan Stanley May 2006 - May 2007
Deutsche Bank October 2003 - May 2006
Goldman Sachs May 2000 - October 2003
Skills
Cash Management, Prime Brokerage, Equities, Trading, Equity Derivatives, Financial Services, Fixed Income, Series 7, Funding, Bloomberg, Middle Office, Securities, Hedge Funds, Derivatives
Education
Boston University 1996 — 2000
Bachelor of Science, Broadcast Journalism
Iolani School 1990 — 1996
Able Construction, Inc. January 2013 - Present
E-commerce website November 2008 - May 2012
Pfizer 1998 - 2003
Deutsche Bank 1996 - 1998
Smith Barney 1990 - 1996
Education
Boston University
Bachelor's degree, Sociology
Highland Capital Management, L.P. December 2011 - Present
Investcorp 2010 - December 2011
Atlantic Investment 2007 - 2009
Deutsche Bank 2002 - July 2007
Archstone Partners 2001 - 2002
Deutsche Bank Alex Brown 1997 - 2001
Wellesley Group 1994 - 1997
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1998
MBA
University of Vermont 1988 — 1992
BA
Vermont Academy
Domicile Real Estate Brokerage December 2013 - Present
Aqua Securities January 2013 - December 2013
Height Analytics November 2010 - November 2012
Greenspring Associates July 2009 - November 2010
Compass Point Research and Trading August 2008 - December 2008
FBR February 2004 - June 2008
UBS March 2003 - February 2004
Deutsche Bank June 2000 - September 2002
Ferris Baker Watts, Inc June 1999 - June 2000
B.T. Alex Brown November 1997 - June 1999
Skills
Series 7, Investor Relations, Securities, Trading, Equities, Equity Trading, New Business Development, Alternative Investments, Bloomberg, Investments, Risk Management
Education
The Johns Hopkins University 1994 — 1996
Social Behavioral Science
Boston University 1990 — 1991
Liberal Arts major
Salisbury School 1986 — 1990
Fidelity Investments June 2013 - Present
B Riley Co February 2011 - March 2013
Fidelity Investments February 2006 - January 2011
The Benchmark Company February 2004 - February 2006
Brokerage America January 2002 - February 2004
Deutsche Bank February 1998 - January 2002
Skills
Series 65, Financial Markets, Series 7, Series 24, Series 55, Series 63, Life Insurance, Equity Trading, Financial Planning
Education
Boston College 1991 — 1995
Bachelor of Arts (BA)
Hingham High School 1988 — 1991
True Arrow Capital Management May 2015 - Present
True Arrow Capital Management August 2014 - May 2015
Equitas Investimentos April 2012 - July 2014
Sensato Investors May 2011 - January 2012
Deutsche Bank July 2004 - April 2011
IFCE 1998 - 2000
Education
Boston College Law School
Doctor of Law (JD)
Duke University
Bachelor's degree
CG Consultants, LLC August 2009 - Present
Kailash Associates, LLC November 2007 - Present
Deutsche Bank April 2005 - November 2007
DMJM Harris January 2001 - April 2005
DMJM Harris 2001 - 2005
Education
Boston University 1996 — 2000
BS, Applied Mathematics
Deutsche Bank November 2013 - Present
J.P. Morgan July 2012 - November 2013
JP Morgan April 2010 - July 2012
Barclays Capital October 2009 - April 2010
NBC January 2009 - May 2009
Village of Northbrook 2003 - 2009
Brave New World January 2008 - May 2008
Skills
Recruiting, Interviews, Management, Analysis, Career Development, Finance, Corporate Communications, Internal Communications, Screening, Project Planning, Talent Management, Human Resources, Event Planning
Education
Villanova University 2005 — 2009
Bachelor of Arts, Communication, Media Studies, English
Boston University
Internship Program, Advertising and Public Relations
BlackRock January 2013 - Present
Deutsche Bank June 2007 - December 2012
Five Mile Capital January 2004 - May 2007
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA-Finance, Finance
Boston College 1986 — 1990
BA, Economics
Liquid Holdings Group, Inc. June 2014 - Present
Empire Trading September 2012 - March 2014
T3 Companies May 2013 - December 2013
SolArc, Inc October 2010 - September 2012
SunGard Assent January 2008 - April 2010
SunGard Kiodex October 2005 - January 2008
Deutsche Bank August 2003 - June 2005
Kiodex February 2000 - August 2003
Credit Suisse September 1993 - June 2000
Skills
Derivatives, Options, Equities, Leadership, Risk Management, Valuation, Financial Risk, Commodity, Financial Markets, Trading Systems, Commodity Markets, Fixed Income
Education
Boston University
Ph.D., Theoretical Physics
Goldman Sachs July 2013 - Present
Smart Woman Securities, Boston College April 2012 - May 2013
Deutsche Bank May 2012 - August 2012
Skills
Microsoft Office, Bloomberg Terminal, Bloomberg, Financial Analysis, Investments, Fixed Income, Capital Markets, Valuation, Financial Modeling, Equities, Microsoft Excel, PowerPoint, Microsoft Word
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science, Finance
Universidad Carlos III de Madrid 2011 — 2011
Greenwich Academy 2006 — 2009
The CIM Group August 2015 - Present
Evercore Partners May 2013 - June 2015
Deutsche Bank July 2012 - April 2013
Deutsche Bank June 2011 - August 2011
Aether Investment Partners, LLC June 2010 - August 2010
Skills
Bloomberg, Investment Banking, Financial Modeling, Valuation, Equities, Fixed Income, Hedge Funds, Capital Markets, Corporate Finance, Equity Research, Financial Analysis, Private Equity, Investments, Capital IQ, LBO
Education
Boston College 2008 — 2012
Bachelor of Science (B.S.), Finance, History
State Street Bank and Trust Company 2001 - 2008
Deutsche Bank 2000 - 2002
Bankers Trust Company 1978 - 2000
Skills
Process Improvement
Education
Institute for Paralegal Training, Philadelphia, PA 1974 — 1974
Certificate, Estates and Trusts, Estates and Trusts
Boston University 1969 — 1973
BA, Sociology
Deutsche Bank Vice PresidentScudder Investments2000 - 2003
Sybase 1997 - 2000
Progress Software 1996 - 1997
Sybase 1994 - 1996
Data General 1991 - 1993
Skills
Vendor Management, IT Strategy
Education
Boston University
Certificate, Project Management
University of Massachusetts at Lowell
Bachelor of Science (BS), Computer Science
Harbert Venture Partners August 2014 - Present
BB&T Capital Markets July 2012 - July 2014
Global Infrastructure Partners June 2011 - August 2011
Deutsche Bank February 2011 - March 2011
Skills
Investment Banking, Microsoft Office, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
Bachelor of Science in Management, Finance
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
RBC Capital Markets 2013 - Present
SCALEAfrica 2007 - Present
Deutsche Bank 2009 - 2013
Credit Suisse 1997 - 2008
First Data Corporation 1995 - 1997
Skills
Leveraged Finance, High Yield Bonds, Investment Banking, Credit Analysis, Capital Markets, Fixed Income, Private Equity, Corporate Finance, Social Entrepreneurship, Sub-Saharan Africa, Nonprofits, Technology, TMT, LBO, High Yield
Education
Harvard Business School 2013 — 2013
Boston University 1991 — 1995
Bachelor of Arts (B.A.)
Rotberg High School
Loomis, Sayles & Company June 2014 - Present
Loomis, Sayles & Company January 2012 - June 2014
Mayflower Advisors, LLC September 2009 - January 2012
Mayflower Advisors, LLC September 2007 - August 2009
Deutsche Bank June 2006 - August 2006
Education
Boston University Graduate School of Management 2011 — 2014
Master of Business Administration (MBA), Finance Concentration, Graduated with Honors
Boston College - Carroll School of Management 2003 — 2007
B.S., Finance, Marketing
Morgan Stanley Wealth Management 2011 - 2012
Deutsche Bank September 2009 - August 2010
Deutsche Bank September 2008 - August 2009
Education
Boston College - Carroll School of Management 2004 — 2008
BA, Marketing and Leadership
Cardinal Hayes High School 2000 — 2004
H.S. Diploma
Cantor Fitzgerald 2014 - Present
JMP Securities 2011 - 2014
Deutsche Bank 2005 - 2011
Banc of America Securities 2001 - 2005
Morgan Stanley 1999 - 2001
Salomon Brothers 1996 - 1999
Shearman & Sterling LLP 1994 - 1996
Skills
Investment Banking, Private Placements, Capital Markets, Private Equity, Hedge Funds, Equities, Fixed Income, Equity Research, Valuation, IPO, Alternative Investments, Securities
Education
New York University School of Law
Doctor of Law (J.D.), Law
Boston University
Bachelor of Science (Finance) and Bachelor of Arts (Psychology)
Deutsche Bank April 1999 - Present
Skills
Roadshows, Event Planning, Resource Allocation, Managing Database, Employee Management, Series 7, Series 63, Market Data
Education
Boston University 1992 — 1996
Bachelor of Arts (BA), Psychology
Deutsche Bank August 2014 - Present
Goldman Sachs July 2005 - May 2014
Education
Boston University 2001 — 2005
Bachelor of Arts (B.A.), International Relations and Affairs
L.E.K. Consulting September 2013 - Present
L.E.K. Consulting June 2012 - August 2012
Deutsche Bank May 2011 - July 2011
Skills
Spanish, Data Analysis, Financial Modeling, Strategy, Research, Business Strategy, Management Consulting, Market Research, Stata, Entrepreneurship, Analysis, Economics, Corporate Development, Valuation, Due Diligence
Education
Boston College 2009 — 2013
Bachelor of Science (B.S.), Biology, General
Universidad San Francisco de Quito
Global Health and Hispanic Studies
LRE Management LLC October 2012 - Present
Ally Securities August 2010 - September 2012
Washington Mutual February 2004 - February 2008
Deutsche Bank 2002 - 2004
Education
Boston University 1985 — 1989
B.S.B.A, Accounting
Deutsche Bank October 2010 - October 2012
Barclays Investment Bank June 2007 - September 2010
Bank of America May 2004 - May 2007
JPMorgan Chase July 1999 - May 2004
Skills
Hedge Funds, Series 24, Series 7, Series 63, Bonds, Capital Markets, Equities, FX Options, Fixed Income, Options, Private Equity, Trading, Risk Management, Commodity, Investments
Education
Boston College 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Computer Science & Finance, Major GPA: 3.7 / 4.0 Cum GPA 3.5 / 4.0
Passed CFA Level II
Wellington Management 2014 - Present
Charles River Development 2010 - 2014
Deutsche Bank 2009 - 2010
Skills
Product Management, Agile Project Management, Valuation, Trading Systems, Business Analysis, Derivatives, Options, Fixed Income, Trading, Equity Derivatives, FX Options, Credit Derivatives, SDLC, Bloomberg, Market Data, Equities, Financial Markets, Portfolio Management
Education
Boston University
Harvard University
Audiam Inc February 2015 - Present
F# October 2012 - December 2014
Deutsche Bank January 2006 - September 2012
Homeland Security/High Intensity Financial Crimes Area March 2005 - December 2005
Skills
Advertising, Digital Media, Digital Strategy, Social Media Marketing, Integrated Marketing, Digital Marketing, Creative Strategy, Financial Reporting, Financial Accounting, Financial Analysis, Corporate Development, Start-ups, Managerial Finance, Social Media, Online Advertising
Education
Boston University
Economics