Julius Baer
Industry: Private banking company
DescriptionJulius Bär Group AG, known alternatively as Julius Baer Group Ltd., is a Swiss multinational private bank founded and based in Switzerland. Headquartered in Zürich, it is one of the oldest and largest Swiss banking institutions usually noted among fellow banks UBS and Credit Suisse. AUM: CHF 254 billion (2013) CEO: Bernhard Hodler (Nov 27, 2017–) Headquarters: Zürich, Switzerland Founder: Julius Bär Founded: 1890, Zürich, Switzerland Subsidiaries: Bank Julius Baer (Singapore) Ltd.,
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Julius Baer Employees
Rady School of Management September 2015 - Present
UBS Investment Bank June 2015 - August 2015
UC San Diego Alumni Discovery Initiative April 2014 - June 2015
DLJ Real Estate Capital Partners August 2014 - September 2014
Julius Baer July 2014 - August 2014
Jinxin Group December 2011 - August 2012
Skills
PowerPoint, Advertising, Microsoft Excel, Microsoft Word, Marketing, Financial Analysis, Market Research, Finance, Entrepreneurship, Financial Modeling
Education
University of California, San Diego 2012 — 2015
Bachelor's Degree, Joint Mathematics and Economics
Victoria Junior College 2010 — 2011
GCE A LEVELS
LGT Bank AG June 2011 - Present
SACO - Swiss Association of Compliance Officers December 1998 - Present
Community Council of Zumikon (Gemeinderat) May 1998 - October 2011
LGT Bank AG August 2007 - May 2011
Alters- und Pflegezentrum Zollingerheim, Forch May 2006 - May 2010
Julius Baer March 2000 - April 2007
Coutts September 1995 - February 2000
Zurich Stock Exchange Commissioner Office July 1987 - July 1995
UBS March 1986 - June 1987
La Genevoise Assurance sur la Vie August 1984 - December 1985
Skills
FATCA, MiFID,..., Management, Banking, Project Management, Hedge Funds, AML, Securities, Structured Products, Private Banking, Derivatives, Financial Markets, Asset Management
Education
London Business School 2005 — 2005
International Institute for Management Development, IMD, Lausanne 2001 — 2001
Freies Gymnasium Zurich 1969 — 1975
High School Diploma Type B, Latin
Zurich University
MLaw, Law
Miami-based Private Equity and Wealth Advisory Group July 2013 - Present
Rivera Capital Partners February 2012 - Present
MARS Capital Group, S.A. February 2011 - January 2012
Merrill Lynch Bank (Suisse) November 2009 - April 2011
Bank Sarasin January 2008 - May 2009
Julius Baer November 2006 - November 2007
ING Investment Management October 2003 - November 2006
Monte de la Republica January 2001 - November 2003
Morgan Stanley Investment Management 1997 - 2000
Morgan Stanley December 1995 - June 1997
Skills
Raising Venture Capital, Startup Consulting, Private Equity Funding, Private Banking, Wealth Management, Trading, Latin America, Mutual Funds, Due Diligence, Funding, Start-ups, Private Equity, Emerging Markets, Portfolio Management, Venture Capital, Asset Management, Alternative Assets, Equities, Asset Allocation, Investments, Management, Asset Managment, New Business Development, Investment Properties, Alternative Investments, Derivatives, Finance, Corporate Finance, Fixed Income, Negotiation, Economics, Financial Services, Hedge Funds, Investment Banking, Start-up
Education
Universidad Nacional Autonoma de Mexico 1980 — 1985
Law
Universite Sorbonne Paris IV 1983 — 1984
Diplome, Francais
United World College of the Atlantic 1978 — 1980
I.B., Economics, Politics, History
Taos July 2015 - Present
Moraga Education Foundation June 2012 - Present
Hospice of the East Bay September 2011 - Present
Marketing and Social Media Professional January 2011 - July 2015
Los Perales Elementary School June 2011 - June 2015
Readyforce July 2012 - November 2013
Julius Baer Investment Management July 2002 - May 2006
Julius Baer January 1999 - July 2002
Citibank September 1997 - January 1999
Skills
Social Media Marketing, Blogging, Marketing, Management, Social Media, Facebook, Strategy, Email Marketing, Online Marketing, SEM, Customer Service, Social Networking, Fundraising, Sales, Content Strategy, Twitter, Pinterest, Social Media Strategist, Community Management, Social Media Consulting, SEO, Event Planning, Writing, Wordpress, Marketing Communications, Start-ups, Educational Fundraising, Leadership, Press Releases, Marketing Strategy, Newsletters, Strategic Planning, Nonprofits, Strategic Communications, Public Relations, Event Management, Content Management
Education
McGill University 1993 — 1997
BA, Psychology
Rye Country Day School 1985 — 1993
Arena Ventures January 2015 - Present
Lo Enterprises LLC August 2014 - Present
Julius Baer April 2013 - July 2014
Merrill Lynch January 2010 - April 2013
Axiom Investment Advisors LLC April 2008 - April 2009
Bear Stearns 2007 - 2008
Morgens, Waterfall, Vintiadis 2006 - 2007
Skills
Venture Capital, Start-ups, Strategy, Entrepreneurship, Angel Investing, Competitive Analysis, Business Strategy, Investment Management, Social Media Marketing, Equity Valuation, Social Media, Analysis, Fixed Income, Investment Banking, Finance, Mutual Funds, Derivatives, Trading, Career Development..., Quantitative Research, Investments, Equities, Portfolio Management
Education
University of Rochester 2001 — 2005
Bachelor's degree, Economics and English
Deloitte April 2015 - Present
Deloitte December 2013 - March 2015
IHS July 2012 - July 2013
University of Hamburg October 2010 - October 2011
Julius Baer June 2009 - June 2010
Bilfinger Berger October 2007 - May 2008
Ariva.de AG July 2006 - July 2007
Skills
Transfer Pricing, BEPS, Project Management, Business Strategy, Leadership, Market Research, Data Analysis, R, Econometrics, Analytics, Economics, Time Series Analysis, Financial Analysis, Eviews, Labor Economics, Banking, Quantitative Research, Qualitative Research, Financial Modeling, Analysis, Consulting, Mergers, Strategic Planning, Strategy
Education
University of Hamburg 2010 — 2012
Master's Degree, Economics
University of Kiel 2006 — 2010
Bachelor's Degree, Economics
Julius Baer January 2013 - Present
Obakur April 2012 - Present
Oba Sofrasi June 2008 - Present
Skills
Fund Of Funds, Family Office, Hedge Funds, Trend Following, Emerging Markets, High Yield Bonds, Global Macro, M&A experience, Asset Management, Financial Markets, Trading, Investments, Equities, Due Diligence, Valuation, Portfolio Management, Venture Capital, Fixed Income
Education
New York University 2011 — 2012
Certificate, Portfolio Management and Securities Analysis
University of Virginia 2004 — 2008
Bachelor of Arts, Financial Economics
Roberto Erario Coaching and Training 2003 - Present
Get It Together Business Mastermind Chapters August 2014 - Present
The Difference Engine 2011 - 2014
Maple Bank GmbH 2004 - 2007
Julius Baer 2000 - 2003
Euros Consulting S.p.A. 1998 - 2000
Skills
Public Speaking, Executive Coaching, Coaching, Leadership Development, Management Consulting, Leadership, Sales, Training, Entrepreneurship, Small Business, Negotiation, Management, Time Management, Strategy, Start-ups, Organizational..., Business Planning, Business Development, Consulting, Business Performance...
Education
SCOA - The School of Coaching 2007 — 2008
Master, Corporate and Executive Coaching
Università di Roma Tor Vergata 1991 — 1997
Bachelor's Degree with honors, Economics
Olam International January 2013 - Present
Apple January 2012 - January 2013
Price Waterhouse Coopers September 2010 - December 2011
ERI Software Pte Ltd August 2009 - September 2010
Optimum Solutions June 2007 - February 2009
Julius Baer 2008 - 2009
Skills
SAP, Global Delivery, Requirements Analysis, SAP ERP, SAP Implementation, Integration, New GL, Project Planning, ERP, SAP R/3, Vendor Management, SAP FICO, Business Process, Requirements Gathering, Business Analysis, Business Process Design, Business Intelligence, Solution Architecture, Business Process..., Pre-sales, Software Project...
Education
ICFAI Business School, Hyderabad 2005 — 2007
MBA, Finance, IT
Gujarat University 2000 — 2004
Bachelor of Engineering, Computer Engineering
Julius Baer September 2013 - May 2015
Take-Two Interactive Software, Inc. September 2012 - May 2013
Social Learning Project May 2012 - August 2012
FanBridge May 2012 - August 2012
CLP Power Hong Kong Ltd July 2011 - August 2011
Merrill Lynch June 2010 - August 2010
JWT June 2009 - July 2009
Skills
Market Research, Social Media, Facebook, Marketing, Competitive Analysis, Social Media Marketing, Advertising, Financial Analysis, Marketing Communications, Microsoft Office, Google Analytics, Social Networking, Equity Research, Marketing Strategy, Online Advertising, Copywriting, Project Management, Data Analysis, Business Analysis, Business Process..., Strategy, Video Games
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
Bachelor of Science (B.Sc.), Finance and Marketing
Università Commerciale 'Luigi Bocconi' 2011 — 2011
Boston College 2009 — 2010
BA, Economics
Milton Academy 2005 — 2009
High School
Julius Baer December 2012 - June 2015
Julius Baer August 2012 - December 2012
Citi July 2011 - September 2011
Skills
Foreign Exchange, Derivatives, Fixed Income, Teaching Assistant,..., Bonds, Structured Products, Risk Management, FX trading, Options, FX Options
Education
Cornell University 2015 — 2017
Master of Business Administration (MBA)
University of California, San Diego 2008 — 2012
Bachelor of Arts (B.A.), Economics
Raffles Junior College 2004 — 2005
GCE 'A' Levels
ACS 2000 — 2003
GCE 'O' Levels
Julius Baer February 2014 - June 2014
Finnair December 2007 - July 2013
Media Shop January 2007 - November 2007
Thomas Cook Group October 2002 - March 2003
Berlitz Deutschland GmbH December 2001 - August 2002
TUI Service AG November 2000 - November 2001
TUI Service AG March 1999 - November 2000
REWE Group September 1996 - February 1999
Lufthansa August 1995 - September 1996
Skills
Airlines, Business Travel, Travel Management, Amadeus, Aviation, Tourism, Airports, Account Management, Commercial Aviation, Revenue Analysis, Flights, Key Account Management, Contract Negotiation, Online Travel, Negotiation, Change Management, Pricing, Travel Technology, Business Strategy, Aircraft
Education
University of Applied Sciences Heilbronn 2003 — 2007
Diplom Betriebswirt, Business Management, International Management and Business Informatics
Citco Fund Services August 2008 - Present
Neuberger Berman November 2003 - August 2008
Julius Baer November 1999 - November 2003
Skills
Hedge Funds, Accoun, Mutual Funds, International..., Fund Accounting, Fund Administration, Fund Of Funds, Bloomberg, Securities, Equities, Fixed Income, Financial Reporting, Alternative Investments, Corporate Actions, Accounting, Cash Management, Financial Analysis, Account Reconciliation, FX Options, Options, Derivatives, Financial Modeling, Asset Management, Financial Markets, Valuation, Financial Services, Settlement, Auditing, Back Office
Education
St. Francis College 1996 — 2000
Bachelor of Science (BS), Accounting and Business/Management
Northern Trust Hedge Fund Services 2013 - Present
Lombard Odier 2010 - 2012
Julius Baer 2007 - 2010
Raiffeisen Switzerland 2005 - 2006
Raiffeisenbank Sirnach 2002 - 2005
Skills
Settlements, Global Custody, Corporate Actions, Banking Operations, Retail Banking, Client Services, Account Management, Hedge Funds, Pension Funds, Fund Administration, Financial Reporting, SWIFT messaging, Euroclear, PowerPoint, Microsoft Excel, Microsoft Word, Management, Settlement, Financial Services, Investments, Securities, Back Office, Middle Office
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (MBA)
Zurich University of Applied Sciences 2008 — 2012
B.S. in Business Administration, Banking & Finance, GPA Grade: 3.4
Berufsbildungszentrum Wil 2002 — 2005
Swiss Banking Diploma, Professional Maturity of Commercial Type, 5.2 of 6
MetLife September 2013 - Present
Mylan Specialty October 2012 - September 2013
Pershing LLC, an affiliate of BNY Mellon August 2008 - October 2012
Pershing LLC, an affiliate of BNY Mellon July 2007 - August 2008
Pershing LLC, an affiliate of BNY Mellon July 2002 - July 2007
Pershing LLC, an affiliate of BNY Mellon September 2000 - July 2002
Julius Baer September 1998 - August 2000
Union Bank of Switzerland August 1996 - June 1998
Union Bank of Switzerland July 1994 - August 1996
Morgan Stanley 1993 - 1994
Skills
Employee Engagement, Performance Management, Change Management, Organizational..., Leadership Development, Talent Management, Training, Employee Relations, Succession Planning, Leadership, Project Management, Personnel Management, Strategy, Staff Development, Management, Program Management, Analysis, Interviews, Talent Acquisition, Management Development, Workforce Planning, Organizational..., 360 Feedback, Onboarding, Human Resources, Employee Training, Career Development, Recruiting, Workshop Facilitation, Organizational Design, Culture Change, Training Delivery, Coaching, MBTI
Education
Brookdale Community College
Associate of Arts (AA), Social Sciences
Rutgers, The State University of New Jersey-New Brunswick
BA, Communication, General
The Coca-Cola Company June 2013 - Present
Carat May 2013 - June 2013
Tulip mega media July 2011 - September 2012
Song Qingling Charity Event May 2012 - July 2012
Indiana University Bloomington August 2008 - May 2012
Indiana University August 2011 - December 2011
Julius Baer August 2011 - August 2011
Yuesai Kan's office July 2011 - August 2011
Yuesai's Office June 2011 - July 2011
Westin hotel June 2010 - August 2010
Skills
Social Media, Microsoft Office, Photoshop, PowerPoint, Microsoft Excel, Microsoft Word, Advertising, Facebook, Illustrator, Customer Service, Social Media Marketing, InDesign, HTML, Event Planning, Graphic Design, Public Relations, Marketing, Market Research, Analysis, Marketing Strategy, Marketing Communications, Data Analysis, Event Management, Research, Marketing Research, Chinese, Mandarin
Education
New York University 2012 — 2013
Master's degree, Business Education
Indiana University Bloomington 2009 — 2012
Bachelor of Science (BS), Marketing and operation
Nasdaq May 2015 - Present
Solo Capital September 2014 - April 2015
Julius Baer February 2014 - June 2014
Capco February 2013 - October 2013
Morgan Stanley December 2007 - January 2013
Morgan Stanley April 2006 - December 2007
Neuberger Berman March 2003 - March 2006
Skills
Series 7, Series 63, Series 6, Fluent Spanish, Attribution, Portfolio Management, Investments, Analysis, Securities, Banking, Financial Risk, Financial Analysis, Capital Markets, Mutual Funds, Alternative Investments
Education
CORNELL UNIVERSITY, Johnson Graduate School of Management 2009 — 2011
MBA, Corporate Finance & Strategy
Saint Peter's University 2007 — 2008
MS, Accounting
University of New Hampshire -- Peter T. Paul College of Business and Economics 1997 — 2002
BS, Finance
Westfield High School 1993 — 1997
Julius Baer April 2013 - Present
Merrill Lynch May 1992 - March 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
University of Pennsylvania - The Wharton School 1981 — 1982
Non Degree Exchange Program, Finance, General
Cairo University
Bachelor of Science (BS), Economics
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - August 2014
Bank of America Merrill Lynch June 2013 - August 2013
Deutsche Bank May 2013 - June 2013
Julius Baer June 2012 - August 2012
Skills
Microsoft Excel, Microeconomics, International Economics, Investment Banking, PowerPoint, Public Speaking, Capital IQ, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BS), Economics (Finance), Magna Cum Laude
University of Pennsylvania 2011 — 2015
Bachelor of Arts (BA), Political Science, Magna Cum Laude
Woodrow Wilson National Fellowship Foundation March 2012 - Present
Northwestern Mutual May 2010 - October 2011
Middletown Board of Education April 2002 - July 2010
Julius Baer June 1994 - December 1999
Salomon Brothers March 1990 - June 1994
Miller Advertising September 1987 - March 1990
Marriott International 1984 - 1987
The Panorama Club, 1500 Locust 1981 - 1984
Education
Baruch College 1992 — 1993
Hofstra University 1983 — 1987
BBA
JPMorgan Chase April 2014 - Present
ARTIO GLOBAL September 2008 - December 2013
Julius Baer 1999 - 2008
Casale Industries Inc February 1991 - June 1999
Skills
Vendor Management, Infrastructure, Management, Risk Management, IT Operations, Disaster Recovery, Business Intelligence, Network Architecture, Business Analysis, Project Portfolio..., Fixed Income, IT Strategy, Staff Management, Help Desk Support, Information Security..., Server Architecture, Requirements Analysis, Budgets, International Project..., Staff Development, Technical Architecture, Facilities Management, Strategy, ITIL, Innovative Problem..., Help Desk Management, Professional Services..., Strategy Development, Budget Management, Mergers & Aquisitions, IT Infrastructure..., Disaster Recovery..., Business Continuity..., Data Center Buildout...
Education
Chubb Institute of Technology 1998 — 1999
Network and System Administration/Administrator
Kaplan University
Bachelor of Science (BS), Computer Science
Julius Baer July 2013 - Present
BNP Paribas June 2010 - July 2013
BNP Paribas October 2008 - July 2010
BNP Paribas June 2006 - October 2008
BNP Paribas June 2003 - June 2006
BNP Paribas June 2001 - June 2003
CFM MONACO 1997 - 2001
Skills
Financial Risk, Equities, Hedge Funds, Portfolio Management, Investments, Private Equity
Education
The University of Stirling 1994 — 1995
MSc, Finance
SKEMA Business School 1992 — 1994
MiM, Finance
Université Nice Sophia Antipolis 1989 — 1992
Bachelor's degree (licence), Accounting and Finance
R-Squared Capital Management May 2013 - Present
Artio Global Investors October 2006 - May 2013
Julius Baer August 2004 - September 2006
Skills
Equities
Education
Iona College 2000 — 2004
Bachelor of Arts (B.A.), Mass Communication/Public Relations
JLL March 2014 - Present
Avon June 2013 - December 2013
Citi April 2011 - April 2013
Citigroup February 2006 - December 2010
NY Life Insurance October 2005 - December 2005
BNY Brokerage June 2005 - September 2005
Julius Baer December 2004 - June 2005
AIG May 2003 - January 2004
Bank of Switzerland March 1997 - July 2002
Skills
eSourcing, SAP, Strategic Sourcing, Microsoft Excel, Procurement, Microsoft Office, Sourcing, Purchasing, Spend Analysis, E-procurement, Access, Ariba, Management, Procure-to-Pay, Outlook, Supply Management, Global Sourcing, Vendor Management
Education
Morris Brown College 1993 — 1994
Computer Science
Julius Baer September 2014 - Present
Banco Itau Europa International January 2011 - August 2014
Biscayne Financial Advisors January 2010 - December 2010
Mom Corps March 2010 - August 2010
BNP Paribas January 2007 - December 2009
Bank of America 2004 - 2007
JPMorgan Chase 2002 - 2004
Raymond James 1997 - 2001
Legg Mason 1997 - 1999
Skills
Banking, Wealth Management, Financial Services, Credit Risk, Portfolio Management, Investments, Securities, Due Diligence
Education
American University - Kogod School of Business 1999 — 2001
MBA, Finance
Colegio Javier 1982 — 1989
Bachelor of Sciense, Chemestry/Biology
Aberdeen Asset Management May 2013 - Present
Artio Global Investors 2008 - 2013
Julius Baer February 1999 - May 2008
Skills
Marketing Strategy, Series 7, Event Planning, Marketing, Integrated Marketing, Social Media, Strategy, Event Management, Marketing Communications, Bloomberg, Social Media Marketing, Trade Shows, Advertising, Public Relations, Project Management, Management, Portfolio Management, Fixed Income, Investment Management, Securities, ETFs
Education
State University of New York at New Paltz 1992 — 1994
Bachelor of Arts (B.A.), Psychology
John S. Burke Catholic High School 1987 — 1990
EXANE BNP PARIBAS October 2006 - Present
Kepler Capital Markets October 2002 - October 2006
Julius Baer September 1998 - October 2002
Cheuvreux May 1994 - September 1998
NatWest Markets June 1992 - May 1994
Societe Generale Corporate & Investment Banking September 1990 - June 1992
Skills
Equity Valuation, Equities, Asset Management, Equity Research, Financial Markets, Equity Derivatives, Asset Managment, Financial Modeling, Alternative Investments, Valuation, Portfolio Management, Mutual Funds, Institutional..., Financial Analysis, Emerging Markets, Investment Banking, Hedge Funds, Derivatives, Bloomberg, Investments, Trading, Corporate Finance, Asset Allocation, Equity Capital Markets, Capital Markets
Education
SFAF - French Society of Financial Analysts 1991 — 1992
Institut d'Etudes politiques de Paris 1986 — 1988
SCIENCES PO - ECOFI - INTERNATIONAL FINANCE
University PARIS VII 1984 — 1986
Bachelor's degree, Chinese Language (Mandarin) and Asian Culture
University PARIS V - SORBONNE 1979 — 1983
Master's degree, Physical Education, Teaching and Coaching
NetPlus Capital January 2014 - November 2014
Cohen S.A. Sociedad de Bolsa July 2013 - December 2013
AC January 2011 - June 2013
Banco Itaú April 2010 - December 2010
Julius Baer August 2008 - January 2010
Citi Private Bank July 2000 - July 2008
Banco Galicia Banca Privada October 1991 - July 2000
Fundación de Investigaciones para el Desarrollo (FIDE) January 1989 - October 1991
Skills
Private Banking, Banking, Investments, Derivatives, Wealth Management
Education
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1982 — 1989
Licenciado en Economía, Económicas
Colegio Cardenal Newman 1970 — 1981
Bachiller
Julius Baer 2011 - Present
Equity Analysis & Strategy 2010 - September 2010
THE LIGHT KNOWLEDGE ENGINEERING LTD. 2004 - 2008
DY-LTD CO. 2002 - 2004
E. I. FREIGHT LTD 2001 - 2001
Skills
Sales, Capital Allocation, Valuation, Bloomberg, Equities, Alternative Investments, Hedge Funds, Risk Management, Emerging Markets, Corporate Finance, Portfolio Management, Business Analysis, Investments, Strategic Planning, Equity Research
Education
New York University 2009 — 2011
MPA, Finance
Hult International Business School
MBA, Finance and Entrepreneurship
Vanguard February 2013 - Present
SunGard May 2009 - January 2013
Julius Baer October 2004 - April 2008
Lynch & Lynch, Law Firm October 2003 - September 2004
CSG International December 2001 - August 2003
Allianz, AG January 1995 - December 2001
Allianz January 1989 - December 1994
Skills
Information Security..., IT Strategy, Security, Business Continuity, Risk Management, Information Security, Team Leadership, Disaster Recovery, Enterprise Software, Business Analysis, Vendor Management, Project Management, IT Management, Enterprise Architecture, Governance, Risk Assessment, ITIL, Outsourcing, IT Audit, SDLC, Process Improvement, Compliance, Data Center, Policy, CISSP, Program Management, Financial Risk, Business Process..., Integration, SaaS, Cloud Computing, IT Service Management, Operational Risk..., Sarbanes-Oxley Act, Network Security, IT Operations, PMP, Requirements Analysis, Process Engineering, Enterprise Risk..., Business Process, Virtualization, Business Intelligence, Risk Mitigation, IT Governance, Risk, Infrastructure
Education
Stevens Institute of Technology 2006 — 2009
MBA, Technology Management
Fairleigh Dickinson University-Metropolitan Campus 1986 — 1989
BS, Finance
Wroxton College 1988 — 1988
Backstop Solutions Group December 2014 - Present
Interactive Data June 2012 - March 2014
Fitch Solutions January 2010 - September 2012
CME Group (CMA) 2007 - 2010
Credit Market Analysis April 2007 - September 2009
GFI Group Inc. 2003 - 2007
eSpeed, Inc. October 2004 - March 2005
International Financial Systems (IFS) September 1999 - October 2001
Bank Julius Baer 1997 - 1999
Julius Baer 1997 - 1999
Skills
Strategic Partnerships, Equities, Fixed Income, Financial Markets, Risk Management, FX Options, VAR, Derivatives, Sales, Market Data, Hedge Funds, Trading Systems, Venture Capital, Trading, Capital Markets, Portfolio Management, Electronic Trading, Asset Management, Cross-functional Team..., Enterprise Software, Prime Brokerage
Education
Fordham University 1988 — 1989
MA, Economics
Boston College 1983 — 1985
BS, Finance
State University of New York College at Oswego 1981 — 1983
State University of New York College at Oswego 1981 — 1983
EY 2010 - 2015
HSBC 2008 - 2009
Merrill Lynch 2007 - 2008
ConvergEx 2006 - 2007
Julius Baer 2004 - 2006
Morgan Stanley Investment Management 2002 - 2004
Citigroup 1997 - 2002
Skills
Derivatives, Equities, Financial Reporting, Sarbanes-Oxley Act, Accounting, Finance, Analysis, Managerial Finance, Financial Accounting, Portfolio Management, Account Reconciliation, Cash Management, Internal Audit, Banking, Forecasting, Securities, Auditing, Financial Risk, Financial Services, Management
Education
Bloomsburg University of Pennsylvania 1993 — 1997
BS in BA, Accounting
Julius Baer April 2013 - September 2015
Merrill Lynch January 2011 - April 2013
Merrill Lynch September 2009 - January 2011
Merrill Lynch September 2009 - January 2011
Education
Université Nice Sophia Antipolis 1996 — 2002
DESS Gestion de Fortune, Finance, général
Gratia Capital August 2014 - Present
Three Bridges Capital October 2011 - August 2014
UBS Investment Bank August 2010 - October 2011
Cantillon Capital Management LLC August 2003 - August 2009
Orchard Capital Advisors, LLC September 2002 - August 2003
Deutsche Asset Management June 2001 - September 2002
Credit Suisse October 1999 - June 2001
Julius Baer December 1997 - October 1999
Morgan Stanley November 1993 - September 1997
Skills
Hedge Funds, Equities, Derivatives, Trading, Fixed Income, Commodity, Due Diligence, Market Risk, Brokers, Marketing, Bloomberg, Customer Service, Contract Management, Equity Trading, Electronic Trading, Equity Research, Trading Systems, Fixed Income Analysis, Equity Derivatives, Emerging Markets, Alternative Investments, Capital Markets, Prime Brokerage, Options, Securities, ETFs, Proprietary Trading, Structured Products, Trading Strategies, Financial Markets
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA
University of Maryland College Park 1988 — 1991
BA
BBVA Provincial July 2015 - August 2015
Bentley University January 2014 - December 2014
Julius Baer July 2014 - August 2014
Alimentación Balanceada, C.A. January 2012 - June 2012
Skills
MS Word, MS Excel, MS Access, MS PowerPoint, Microsoft Office, SAP, Process Modeling, FactSet, Bloomberg Software, Teamwork, Outlook, Social Media, Leadership, Public Speaking, Spanish, Access, Microsoft Word, PowerPoint, Microsoft Excel, Research, Financial Analysis, Customer Service
Education
Bentley University 2012 — 2016
Bachelor of Science (BS), Finance, General, Senior
Nanyang Technological University
Instituto Andes de Caracas 2007 — 2012
High School Diploma
Safra National Bank of New York December 2014 - Present
E*TRADE Clearing LLC April 2009 - December 2014
Morgan Stanley April 2006 - April 2009
Jefferies & Company June 2005 - April 2006
Julius Baer June 2004 - June 2005
US Trust Company July 2001 - June 2004
Charles Schwab August 1993 - June 2004
Charles Schwab Europe January 1999 - July 2001
Bankers Trust June 1985 - July 1993
Skills
Securities, Brokerage, Cash Management, Financial Services, Settlement, Risk Management, Management, Trading, Entrepreneurship, FINRA, Back Office, Equities, Derivatives, Banking, Program Management, Leadership, Operational Risk, Outsourcing, Capital Markets, Mutual Funds, Executive Management, Bloomberg, Series 7, Online Brokerage, Financial Risk, Asset Management, Wealth Management, Fixed Income, Options, Hedge Funds, Electronic Trading, Trading Systems, Series 63, Equity Trading, Alternative Investments, Series 24
Education
Saint Peter's University 1981 — 1985
Bachelor of Science (B.S.), Business Management, Economics
Pico TBA July 2015 - August 2015
Bank of Singapore July 2014 - July 2014
Julius Baer July 2013 - August 2013
Skills
Sports, Basketball, Social Media, Microsoft Office, Facebook, PowerPoint, Microsoft Excel, Bloomberg Software
Education
New York University 2013 — 2017
Bachelor of Science (B.S.), Sports Business, Minor in Computer Science & Math
Institut Le Rosey 2007 — 2013
International Baccalaureate, HL Economics, HL English Literature, HL Chinese B, SL Maths, SL Chemistry, SL International Politics
Julius Baer Directing of project and other necessary job.petroleum engineerJulius bagerApril 2000 - Present
Skills
Computer Engineering, Petroleum Engineering, Basketball Coaching, Marketing Communications
Education
University of Maryland Baltimore County 1991 — 1995
5, Engineering, First grade
University of California, Berkeley 1990 — 1993
Bachelor of Applied Science (B.A.Sc.), Petroleum engineering
Confidential May 2013 - Present
BlackRock May 2005 - April 2013
Julius Baer June 2003 - May 2005
Skills
AML, Asset Management, Capital Markets, Derivatives, Due Diligence, Investments, KYC, Mutual Funds, Risk Assessment, Series 7, Series 24
Education
Florida State University
Bachelor's degree, Real Estate
Fordham University
Master of Business Administration (MBA), Finance
GNP Development June 2012 - Present
NBM International Inc. 2012 - Present
Red Mango, Inc. January 2010 - April 2012
Infosys Consulting August 2010 - July 2011
Julius Baer January 2007 - August 2008
Skills
Valuation, Financial Analysis, Financial Modeling, Finance, Banking, Capital Markets, Real Estate Investor, Real Estate Financing, Management Consulting, Real Estate, Budgets, Real Estate Development, Acquisitions
Education
Northwestern University - Kellogg School of Management 2008 — 2010
Master of Business Administration (MBA), Accounting and Finance
Loyola University Chicago 2002 — 2006
BBA, Economics, Finance
Hedgeforce September 2007 - Present
MBNA August 2005 - February 2006
Julius Baer January 1999 - August 2005
Education
INSEAD 2003 — 2005
EMBA
MIB School of Management 1997 — 1999
New York University 1993 — 1997
BS
Volvo Car Group February 2015 - Present
NYSE Euronext January 2012 - January 2015
NYSE Euronext January 2010 - January 2012
NYSE Euronext January 2007 - December 2009
SIAC December 2004 - January 2007
Julius Baer 2003 - 2004
Standard Chartered Bank 2000 - 2003
Skills
Financial Services, Equities, Securities, Capital Markets, Employee Benefits, Financial Markets, Options, Hedge Funds, Vendor Management, Business Analysis, Change Management, Electronic Trading, Derivatives, Finance, Fixed Income, Leadership, Management, Market Data, Mergers, Process Improvement, Risk Management, Trading Systems, Trading
Education
Columbia University in the City of New York 2000 — 2002
MA, Organizational Development and Leadership
University at Albany, SUNY 1993 — 1997
BA, Psychology
Barclays Wealth and Investment Management February 2015 - Present
Julius Baer January 2013 - January 2015
Whisky Mist, London Hilton on Park Lane March 2011 - June 2011
Skills
Hospitality, Bloomberg, Sales, Options, Research, Fashion
Education
University of Plymouth 2009 — 2011
Baccalauréat sciences et technologies de la gestion
University of Plymouth - Greenwich School of Management Septembre 2011
Bachelor, Science en Business Management Londres
Westwood Holdings Group January 2008 - Present
Domini Social Investments 2004 - 2007
Credit Suisse 1999 - 2004
Warburg Pincus 1992 - 1999
Julius Baer August 1989 - February 1992
Education
Saint John's University 1990 — 1992
MBA, Finance
Siena College 1984 — 1988
FlexTrade May 2015 - Present
Morgan Stanley April 2010 - March 2015
State Street September 2007 - March 2010
State Street September 2000 - March 2010
Bank of America April 1994 - September 2000
Sanwa Bank April 1992 - April 1994
Julius Baer March 1990 - May 1992
Credit Suisse September 1987 - February 1990
Skills
Trading Systems, Derivatives, Commodity, FX Options, FX trading, Portfolio Management, Asset Management, Alternative Investments, Equities, Equity Trading, Financial Markets, Currency, Trading, Fixed Income, Capital Markets, Risk Management, Asset Allocation, Hedge Funds, Options, Series 63, Investment Banking, Investments, Bloomberg, Financial Analysis, Securities, Series 7, Electronic Trading, Asset Managment, Private Equity, Emerging Markets, Equity Research, Foreign Exchange, Investment Management, Investment Strategies, Financial Services, Bonds, Swaps, Mutual Funds, Equity Derivatives, ETFs, Structured Products, Prime Brokerage, Middle Office, Interest Rate..., FX Trading, Trading Strategies
Education
Brown University 1983 — 1987
BA, Applied Math/Economics
OppenheimerFunds August 2014 - Present
Julius Baer July 2013 - May 2014
Bank of America Merrill Lynch November 2011 - July 2013
Bank of America Merrill Lynch July 2011 - December 2011
UBS Global Asset Management June 2009 - August 2010
Skills
Project Management, Financial Services, Team Leadership, Fundraising, Mutual Funds, Transfer Agency, Data Analytics, Operational Risk, Reporting & Analysis, Compliance, Training, Compliance Monitoring, Regulatory Compliance, Compliance Program, Compliance Program..., Risk Assessment..., Monitoring and Testing, Controls Assessment, Risk Reporting, Surveillance, Asset Managment, Market Abuse, Microsoft Office, Business Intelligence, Policies and Procedures
Education
Aston University 2007 — 2011
BSc. Upper Second Class (2:1) Honours
Hereford Sixth Form College 2005 — 2007
A-Level
Julius Baer October 2007 - Present
Crédit Agricole Asset Management March 2004 - December 2004
Skills
Portfolio Management, Private Banking, Fixed Income, Equities, Financial Markets, Asset Management, Wealth Management, Derivatives, Investments
Education
DESS banque 2004 — 2004
DESS Ingenierie FInanciere, Finance de marché
2003 — 2004
DESS, Finance
McKesson March 2012 - Present
Invesco Ltd. March 2010 - November 2011
Invesco Ltd. February 2010 - February 2011
Julius Baer July 2005 - October 2008
Julius Baer January 2004 - June 2005
Morgan Stanley June 2002 - August 2002
Skills
Finance, Financial Analysis, PeopleSoft, Financial Reporting, Corporate Finance, Financial Modeling, Accounting, SAP, Fund Accounting, Bank Reconciliation, Asset Management, Variance Analysis, BlackLine, Fixed Assets, SEC Financial Reporting, Commodity, Hedge Funds, Mutual Funds, Money Market Funds, NAV, Financial Statements, Bloomberg, GAAP, Ad Hoc Reporting
Education
University of California, Davis 1999 — 2003
Bachelor of Arts, Economics
Triple C School 1995 — 1999
High School Diploma
Julius Baer September 2013 - May 2015
Merrill Lynch June 2011 - September 2013
Deutsche Bank May 2010 - September 2010
BankMuscat June 2009 - August 2009
Skills
Fixed Income, Banking, Wealth, Credit, Investment Management, Economics, Capital Markets, Wealth Management..., Financial Modeling, Bloomberg, Corporate Finance, Portfolio Management, Microsoft Office, Equities, Investment Banking, Financial Analysis, Management
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
CFA Institute
Nanyang Technological University 2007 — 2011
B.A. (Hons.), Economics
The London School of Economics and Political Science (LSE) 2008 — 2008
Study Abroad, Finance
Fortress Investment Group Senior System EngineerFortress Investment GroupNovember 2014 - Present
Aberdeen Asset Management May 2013 - November 2014
ARTIO GLOBAL June 2009 - May 2013
Artio Global Investors May 2008 - June 2009
Julius Baer January 2007 - April 2008
Merrill Lynch March 2005 - December 2006
Baltimore County Public Schools August 2001 - March 2005
IP Optical Inc. April 2001 - August 2001
vantel 1995 - 2000
Skills
VMware, Active Directory, Disaster Recovery, Citrix, Technical Architecture, Veritas, Storage Area Networks, Routers, Firewalls, Networking, Microsoft Exchange, Integration, Virtualization, Cisco Technologies, Servers, SAN, VMware ESX, System Deployment, System Administration
Education
Nagpur University 1995 — 1999
Bachelor of Engineering, Computer Technology
Independent Advisory Services October 2013 - Present
Julius Baer November 2007 - June 2013
BDO October 2004 - November 2007
Deloitte September 2002 - October 2004
Arthur D. Little September 1995 - February 2002
Arthur Andersen & Co. May 1989 - September 1995
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley Act, Enterprise Risk..., Financial Services, Sarbanes-Oxley, Risk Management, Auditing, GAAP, Finance, CPA, Financial Risk, Accounting, Mergers & Acquisitions, Financial Reporting, SEC filings, IT Audit, Due Diligence, Risk Assessment, Financial Analysis, US GAAP, Corporate Governance, Financial Audits, Business Process..., FCPA, Financial..., COSO 2013 Framework
Education
Boston College 1986 — 1989
Bachelor of Science (BS) Cum Laude, Accounting
Boston College 1986 — 1989
Bachelor's degree, Accounting
Julius Baer August 2007 - Present
KPMG Monaco April 2006 - August 2007
Skills
Audit/Controle Interne, Comptabilité/Contrôle..., Compliance/Legal, Gestion de Projet, IT, Produits Financiers, Opérations, Fichier central, Analyse financière
Education
CERAM Sophia Antipolis 2004 — 2006
Programme ESC, Comptabilité et finance
IUP MIAGE 2001 — 2004
Méthodes Informatiques Appliquées à la Gestion d'Entreprise
The Guardian Life Insurance Company of America May 2009 - December 2014
Pioneer Investments October 2006 - February 2009
Julius Baer June 1997 - December 2005
First Federal Savings and Loan Association Rochester, NY November 1982 - June 1997
Skills
Fixed Income, Portfolio Management, Derivatives, Securities, Capital Markets, Asset Management, Trading, Options, Hedge Funds, Mutual Funds, Bloomberg, Analysis, Trading Systems, Banking, Funding, Alternative Investments, ABS, Mortgage Lending, Asset Allocation, Rates, Strategy, Financial Analysis, Money Market, ALM, Liquidity Management, Management, Vendor Management, Equities, Securitization, Proprietary Trading, Financial Risk, Interest Rate Risk..., Wealth Management, Structured Products, Risk Management, Financial Services, Credit, Private Banking, Economics, Marketing, Valuation, Investments
Education
State University of New York College at Fredonia 1978 — 1982
Bachelor of Science (BS), Economics
Dynamic Insight Consulting, LLC 2008 - Present
Julius Baer November 2000 - October 2003
JP Morgan December 1996 - November 2000
Sterling Resources 1994 - 1996
Skills
Executive Coaching, Organizational..., Human Resources, Training, Business Strategy, Personnel Management, Leadership Development, Career Counseling, Talent Management, Consulting, Change Management, Workshop Facilitation, Performance Management
Education
Fordham University 1996 — 1998
MS, Human Resources Ed/Organizational Behavior
UBS Investment Bank May 2015 - Present
Morgan Stanley May 2011 - May 2015
Morgan Stanley January 2006 - May 2015
Julius Baer October 2004 - January 2006
Charles Schwab February 1999 - October 2004
Charles Schwab June 1992 - January 1999
Charles Schwab Europe 1992 - 1992
Skills
Operations Management, Dodd-Frank, Business Analysis, PMO, Commodity Markets, Fixed Income, Equities, Commodities, Capital Markets, Program Management, Change Management, User Acceptance Testing, Options, Process Engineering, Swaps, Middle Office, Settlements, Problem Solving, Stakeholder Management, Process Improvement, Excel, Visio, Full SDLC, Agile Project Management, Derivatives, Agile Methodologies, Agile Modeling, RUP Methodologies, Commodity, Financial Services, Investment Banking, Securities, Electronic Trading, Project Management, Trading, Microsoft Excel, Settlement, Bloomberg
Education
Scrum Alliance 2012 — 2012
Member, Certified Scrum Master
New York University 2005 — 2006
Project Management
Columbia University in the City of New York 2001 — 2003
Information Systems
BLC Textiles June 2014 - Present
Baltic Linen Company April 2005 - June 2014
Julius Baer 1989 - 2001
Skills
Microsoft Office, Customer Service, Microsoft Excel, Strategic Planning, Photoshop, VMware, Virtualization, Budgets, IT Service Management, Team Building, Sales Management, Inventory Management, Problem Solving, Purchasing, Operations Management, Windows, Vendor Management, Asset Management, Business Analysis, Disaster Recovery
Education
Mercy College
NYC Department of Education August 2012 - Present
NYCDOE Office of Arts & Special Projects August 2012 - July 2014
Harlem Children's Zone November 2010 - December 2012
AmeriCorps June 2009 - May 2010
Julius Baer December 2006 - December 2008
NYC Teaching Fellows June 2006 - October 2006
Columbia University September 2000 - June 2006
NJ State Assembly June 1996 - June 2000
Skills
Teaching, Literacy, Curriculum Design, Curriculum Development, Differentiated..., Classroom Management, Lesson Planning, K-12, Educational Technology, Tutoring, Contemporary Dance, Improvisation, Choreography, Flamenco, Smartboard, Community Outreach, Psychology, Fundraising, Grant Writing, Program Evaluation, Dance, Ballet, Program Development, Student Affairs, Nonprofits, Staff Development, Editing, Youth Development, Classroom, Qualitative Research, Arts Administration
Education
Teachers College of Columbia University 2005 — 2010
Master of Arts, Movement Sciences & Education/Kinesiology: Physical Education
City University of New York, Hunter College 2007 — 2012
BA, Cum Laude, Dance & Dance Education
New York University, College of Arts & Science 1996 — 2000
BA, Economics; Minor: Dance
JPMorgan October 1998 - Present
Julius Baer 2004 - 2004
SunAmerica Asset Management 1995 - 1998
Education
Baruch College, City University of New York (CUNY) 1989 — 1993
BBS, Finance and Investments
Prudential Financial February 2011 - Present
Prudential Financial June 2009 - February 2011
Citigroup October 2005 - June 2009
Calyon January 2004 - October 2005
Julius Baer April 2003 - January 2004
Merrill Lynch January 1995 - January 2003
Skills
Series 7, Wealth Management, Equities, FINRA, Risk Management, Hedge Funds, AML, Investments, Investment Banking, Securities, Asset Management, Financial Services, Financial Markets, Capital Markets, Alternative Investments, Anti Money Laundering
Education
Rutgers, The State University of New Jersey-New Brunswick
BA
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
IBM April 2015 - Present
IBM April 1999 - April 2015
IBM 1994 - 1999
Lotus Development 1993 - 1994
Lotus Development 1990 - 1993
Lotus Development 1987 - 1989
Julius Baer 1984 - 1989
Skills
Solution Selling, Marketing, Cloud Computing, Lotus, Enterprise Software, SaaS, Program Management, Professional Services, Enterprise Architecture, Sales Enablement, Account Management
Education
Sweet Briar College 1979 — 1983
BA, Math / Computer Science
State Street Global Advisors September 2014 - Present
Ramius Trading Strategies June 2009 - September 2014
Merrill Lynch May 2006 - June 2009
Julius Baer September 2003 - May 2006
WorldCo LLC February 2002 - August 2003
FSA April 2001 - February 2002
Rabobank June 1998 - March 2001
Skills
Hedge Funds, Equities, Fixed Income, Portfolio Management, Asset Management, Investments, Commodity, FX Options, Global Macro, Securities, Mutual Funds, Trading Strategies, Risk Management, Due Diligence
Education
University of Minnesota-Twin Cities 1995 — 1997
PhD, Theoretical Physics
Ioffe Institute for Physics and Technology 1992 — 1995
PhD, theoretical physics
Financial Services Industry - Greater NYC September 2010 - Present
Davidsohn Global Technologies, Inc. 2010 - 2011
UBS Wealth Management 2005 - 2008
Julius Baer 2005 - 2006
Bank Julius Baer of Switzerland 2005 - 2006
Bank Julius Baer of Switzerland 2005 - 2006
Skills
Microsoft SQL Server, SQL, Databases, Oracle, Disaster Recovery, DB2, SQL Tuning, Relational Databases, SDLC, Data Warehousing, Data Migration, Unix, ETL, Enterprise Architecture, Oracle RAC, Business Analysis, Database Administration, Oracle SQL Developer, Data Guard
Education
State University of New York College at Fredonia 1986 — 1990
BS, Computer Science
State University of New York College at Fredonia 1986 — 1990
Bachelor's degree, Computer Science, Computer Science
The Permal Group July 2015 - Present
Beachhead Capital Management, LLC January 2014 - June 2015
PineBridge Investments April 2010 - January 2014
AIG Global Investment Group 1999 - March 2010
Paine Webber 1998 - 1999
Julius Baer 1991 - 1998
Merrill Lynch 1988 - 1991
Skills
Hedge Funds, High Net Worth..., Fixed Income, Alternative Investments, Investment Banking, Fund Of Funds, Equities, Portfolio Management, Investments, Derivatives, Financial Modeling, Private Equity, Asset Managment, Capital Markets, Finance, Investment Advisory, Financial Reporting, Financial Services, Mutual Funds, Asset Management, Emerging Markets, Institutional..., Valuation, Bloomberg, Investor Relations, Investment Management, Venture Capital, Asset Allocation, Investment Strategies, Due Diligence, Trading, Endowments, FX Options, Equity Research, Business Strategy, Operational Due..., Options, Credit Risk
Education
Pace University - Lubin School of Business 1987 — 1991
MBA, Business
St. John's University, The Peter J. Tobin College of Business 1979 — 1983
bs, accounting
MassMutual Financial Group April 2013 - Present
CohnReznick LLP May 2012 - April 2013
ARTIO GLOBAL March 2007 - September 2011
Julius Baer November 2000 - March 2007
Dime Savings Bank March 1998 - November 2000
Credit Lyonnais December 1996 - March 1998
ING 1996 - 1996
Spear, Leeds & Kellogg 1990 - 1996
Pershing 1981 - 1990
Skills
T24 (Globus), Charles River, Eagle Investment Systems, MAS 500, MS Office Suite, Infogix, Concur, MAS500, Charles River IMS, Finance, Vendor Management, Data Management, Financial Analysis, Microsoft Office, Equities, Program Management, Governance, Financial Risk, Analytics, Account Reconciliation, Strategy, Business Analysis, Banking, Business Process, Analysis, Financial Services, Accounting, Project Planning, Data Warehousing, Investments
Education
Fordham University, Graduate School of Business
MBA, Finance
New York University
BS, Accounting
Andbank January 2014 - Present
Swiss Asset Advisors July 2008 - December 2013
Credit Suisse January 2004 - June 2008
Julius Baer 1991 - 2003
Skills
Asset Managment, Private Banking, Investments, Asset Management, Financial Services, Finance, Mergers & Acquisitions, Banking, Financial Advisory, Mutual Funds, Alternative Investments, Capital Markets, Equities, Hedge Funds, High Net Worth..., Investment Banking, Private Equity
Education
University of Baltimore School of Law
Doctor of Law (JD), International Law and Legal Studies
University of Maryland College Park
Bachelor's degree, Political Science
Julius Baer January 2014 - Present
Lloyds private banking April 2011 - January 2014
TREA CAPITAL PARTNERS SV February 2010 - April 2011
Education
EDHEC Business School 2006 — 2010
Bachelor, Financial Markets
Retired January 2010 - Present
Deutsche Bank September 2006 - January 2010
Banca Nazionale del Lavoro February 2006 - September 2006
HSBC May 2003 - July 2005
Barclays May 2002 - August 2002
Credit Lyonnais December 2000 - June 2001
Julius Baer September 1999 - February 2000
Hottinger Capital Corp March 1998 - September 1998
Coutts November 1995 - March 1998
Credit Suisse January 1991 - November 1995
Skills
Middle Office, Investment Banking, Securities, Banking, Credit, Due Diligence, AML, Securities Global..., Retail Branch Banking..., Bookkeeping, Research, Customer Service, Employee Management, Consulting, Microsoft Excel, General Ledger, Internal Audit, Proofreading, Account Reconciliation, Microsoft Word, Office Administration, Compliance, Employee Training, Bank Mergers
Education
University of Puerto Rico 1975 — 1980
Bachelor of Business Administration (BBA), Accounting
KPMG August 2014 - Present
T.D. Securities June 2011 - August 2014
Highbridge Capital Management 2010 - 2010
Frontier Communications 2010 - 2010
Natixis 2006 - 2009
Jefferies & Company 2004 - 2006
Julius Baer 2001 - 2003
Morgan Stanley Smith Barney 2000 - 2001
Deutsche Bank Securities 1999 - 2000
Merrill Lynch 1998 - 1999
Skills
VBA, Equities, Fixed Income, Access, Data Analysis, Bloomberg, SQL, Capital Markets, Investment Banking, Financial Analysis, Finra Series 99..., Equity Derivatives, Trading, Risk Management, Derivatives, Financial Markets
Education
Columbia University in the City of New York
BA - Columbia College
Goldman Sachs September 2009 - Present
Julius Baer 1997 - 2006
JP Morgan Chase 1982 - 1997
Skills
Excel, Trading, Settlements, Derivatives, Confirmations, Customer Service, Settlement, Customer Relations, FX, FX trading, Commodities, Structured Products, FX Options, Commodity, Fixed Income, Capital Markets, Portfolio Management, Hedge Funds, Middle Office, Financial Markets, Banking, Asset Management
Education
Monmouth University
BS, History
Monmouth University
NVRHS at Demarest
New School University
MS, Human Resources
Peter Klare Consulting Pte Ltd November 2012 - Present
Marall Services June 2010 - Present
Julius Baer July 2009 - August 2009
Royal Bank of Scotland (RBS) June 2009 - July 2009
Skills
IT Recruiting, Currency Trading, Accounting, MS Project, MS Office Suite, Executive Search, Talent Aquisition, Search, Hiring, Search & Selection, Recruiting & Staffing, Specialist Recruiting, Asia, Asia Pacific, South East Asia, Leadership, Research, Entrepreneurship, Creativity, Relationship Management, Recruiting, Microsoft Office, Talent Management, SAP Implementation, SAP, Social Media, Sourcing, IT Recruitment, Outsourcing, Consulting, ERP, Foreign Exchange, Customer Service, SAP ERP, Microsoft Excel
Education
Macquarie University 2011 — 2014
Bachelor of Commerce (B.Com.), Marketing & Finance
United World College of South East Asia 2004 — 2010
International Baccalaureate Diploma
AldrichEgg LLC September 2014 - Present
SportsRecon.com August 2014 - Present
Cocchiola, Garelick & Carchio, PC June 2000 - September 2014
Edwards & Angell 1999 - June 2000
Riker Danzig Scherer Hyland & Perretti LLP 1998 - 1999
Condon & Forsyth LLP 1997 - 1998
Julius Baer August 1990 - May 1993
Skills
Legal Writing, Bankruptcy, Corporate Law, Commercial Litigation, Securities Regulation, Banking, Employment Law, Real Estate, Distressed Debt, Loans, Capital Markets, Litigation, Hedge Funds, Securities, Trading, Investments, Equities, Private Equity, Fixed Income, High Yield, Leveraged Finance, Asset Management, Personal Injury
Education
Fordham University School of Law 1993 — 1996
JD
University of Colorado at Boulder - Leeds School of Business 1986 — 1990
BS
Bank America Merrill Lynch April 2012 - Present
MathInvestDecisions, Inc. March 2009 - March 2012
ARTIO GLOBAL April 2004 - March 2009
Julius Baer 2004 - 2009
CIBC World Markets November 2000 - August 2003
Donaldson, Lufkin & Jenrette 2000 - 2000
Skills
Bloomberg, Equities, Portfolio Management, Asset Management, Hedge Funds, Fixed Income, Alternative Investments, Derivatives, Private Equity, Securities, Investment Management, Asset Allocation, Investments, Mutual Funds, ETFs, Equity Research, Asset Managment, Trading
Education
University of Maryland College Park 1996 — 1999
Bachelor of Arts, Economics
University of Pittsburgh 1994 — 1996
J.P. Morgan September 2013 - Present
J.P. Morgan January 2011 - August 2013
Ernst & Young September 2009 - December 2010
Julius Baer July 2008 - September 2008
J.P. Morgan July 2006 - January 2007
Skills
Financial Modeling, Equities, Portfolio Management, Asset Management, Capital Markets, Emerging Markets, Business Strategy, Investments, Financial Services, Private Equity, Asset Managment, Financial Analysis, Financial Markets, Private Banking, Wealth Management, Due Diligence, Competitive Analysis, Management Consulting
Education
The University of Edinburgh 2008 — 2009
MSc
Ecole Hôtelière de Lausanne 2004 — 2008
BSc
Aberdeen Asset Management May 2013 - Present
Artio Global Investors September 2009 - May 2013
Julius Baer 2002 - 2009
J.P. Morgan 2000 - 2002
Chase Asset Management 1997 - 2000
Nippon Life Insurance International PLC 1990 - 1997
Skills
Hedge Funds, Bloomberg, Asset Management, Alternative Investments, Fixed Income, Institutional..., Portfolio Management, Asset Allocation, Mutual Funds, Investment Management, Equities, ETFs, Investments, Derivatives, Investment Strategies
Education
Peking University
Bachelor's degree
Princeton University
Master's degree
HSBC Private Bank July 2014 - Present
Julius Baer January 2013 - October 2013
Compagnie Monégasque de Banque July 2011 - September 2011
Education
Université Paul Cézanne (Aix-Marseille III) 2011 — 2012
Master 2 Lutte contre la criminalité financière et organisée
Université Paul Cézanne (Aix-Marseille III) 2011 — 2012
DESU - Finance / Droit Pénal
Université Paul Cézanne (Aix-Marseille III) 2010 — 2011
Master 1 Droit patrimonial, Droit
Université de Nice-Sophia Antipolis 2006 — 2010
Licence Droit pivé général, Droit des affaires, Droit
Volunteer Income Tax Assistance October 2012 - Present
Credit Suisse July 2015 - August 2015
Hadiputranto, Hadinoto & Partners June 2015 - July 2015
Academies for Social Entrepreneurship January 2015 - June 2015
CIMB July 2014 - September 2014
Clique Media / Who What Wear January 2014 - March 2014
Julius Baer July 2013 - September 2013
Apollo Jets April 2013 - June 2013
Cosmopolitan Magazine June 2010 - July 2010
SCTV June 2009 - July 2009
Skills
Finance, Microsoft Word, Tax Preparation, Accounting, Bloomberg Terminal, Braille, Microsoft Excel, Economics, PowerPoint, Teamwork, Microsoft Office, Marketing
Education
UCLA 2012 — 2016
Bachelor of Science (B.S.), Business/Managerial Economics, Accounting, Civic Engagement, 3.8
Jakarta International School 2009 — 2012
High School Diploma, 4.1