Kleinwort Benson
Industry: Investment company
DescriptionKleinwort Benson was a leading investment bank that offered a wide range of financial services from offices throughout the United Kingdom and Channel Islands. Two families, the Kleinworts and the Bensons, founded two very different merchant banks in London. CEO: Martha Boeckenfeld (Apr 1, 2014–) Founded: 1786 Ceased operations: 2016 Subsidiaries: Kleinwort Benson (Channel Islands) Limited, Parent organization: SG Hambros Headquarters: London, United Kingdom, United Kingdom
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Kleinwort Benson Employees
Employee
Years
Job
Industry
Juan Van Zyl Juan Van Zyl's Kleinwort Benson Experience January 2011 - February 2012
Job Internal Auditor at Allianz Asset Management
Industry Financial Services
Experience
Allianz Asset Management February 2015 - Present
McGladrey October 2012 - February 2015
Doka May 2012 - October 2012
Deloitte January 2012 - April 2012
Kleinwort Benson January 2011 - February 2012
Greenwoods Chartered Accountants & Auditors January 2008 - December 2010
Skills
Accounting, Tax, Analytical Skills, Finance, Budgets, Microsoft Excel, Private Equity, US GAAP, Investment Valuation, Team player/person, Microsoft Word, Discipline, People Skills, Leadership, External Audit, Asset Management..., Managerial Finance, IFRS, Financial Reporting, Financial Accounting
Education
University of South Africa/Universiteit van Suid-Afrika 2008 — 2010
Honours BCompt in Accounting:, Applied accounting/tax/auditing
Stellenbosch University/Universiteit Stellenbosch 2003 — 2007
Bachelors in Accounting:, Accounting/Tax/Auditing
Allianz Asset Management February 2015 - Present
McGladrey October 2012 - February 2015
Doka May 2012 - October 2012
Deloitte January 2012 - April 2012
Kleinwort Benson January 2011 - February 2012
Greenwoods Chartered Accountants & Auditors January 2008 - December 2010
Skills
Accounting, Tax, Analytical Skills, Finance, Budgets, Microsoft Excel, Private Equity, US GAAP, Investment Valuation, Team player/person, Microsoft Word, Discipline, People Skills, Leadership, External Audit, Asset Management..., Managerial Finance, IFRS, Financial Reporting, Financial Accounting
Education
University of South Africa/Universiteit van Suid-Afrika 2008 — 2010
Honours BCompt in Accounting:, Applied accounting/tax/auditing
Stellenbosch University/Universiteit Stellenbosch 2003 — 2007
Bachelors in Accounting:, Accounting/Tax/Auditing
Nicholas Marshi Nicholas Marshi's Kleinwort Benson Experience September 1987 - August 1990
Job Chief Investment Officer of two investment funds focused on the Business Development Company sector.
Industry Investment Management
Experience
Southland Capital Management October 2008 - Present
Kensington Capital Corporation July 1990 - Present
Kleinwort Benson September 1987 - August 1990
Citibank September 1982 - June 1985
Skills
Hedge Funds, Private Equity, Investments, Alternative Investments, Asset Managment, Equities, Capital Markets, Mergers, Portfolio Management, Investment Banking, Securities
Education
Harvard University 1980 — 1982
MA, Middle Eastern Studies
Tufts University 1976 — 1980
BA, History
Southland Capital Management October 2008 - Present
Kensington Capital Corporation July 1990 - Present
Kleinwort Benson September 1987 - August 1990
Citibank September 1982 - June 1985
Skills
Hedge Funds, Private Equity, Investments, Alternative Investments, Asset Managment, Equities, Capital Markets, Mergers, Portfolio Management, Investment Banking, Securities
Education
Harvard University 1980 — 1982
MA, Middle Eastern Studies
Tufts University 1976 — 1980
BA, History
Marshall Schraibman Marshall Schraibman's Kleinwort Benson Experience February 2011 - May 2011
Job Senior Analyst at Hamilton Place Strategies
Industry Public Policy
Experience
Hamilton Place Strategies August 2014 - Present
SNL Financial September 2012 - July 2014
Kleinwort Benson February 2011 - May 2011
Education
Washington University in St. Louis 2008 — 2012
Bachelor's Degree, Finance and Mathematics
Lomonosov Moscow State University (MSU)
Russian Language Studies
Cass Business School
International Business and Financial Products
Hamilton Place Strategies August 2014 - Present
SNL Financial September 2012 - July 2014
Kleinwort Benson February 2011 - May 2011
Education
Washington University in St. Louis 2008 — 2012
Bachelor's Degree, Finance and Mathematics
Lomonosov Moscow State University (MSU)
Russian Language Studies
Cass Business School
International Business and Financial Products
Tom Leffel Tom Leffel's Kleinwort Benson Experience November 1986 - December 1988
Job Partner at Odawa Partners
Industry Investment Management
Experience
Odawa Partners October 2011 - Present
CCM securities a Bluefin Company August 2010 - September 2011
MF Global February 2007 - July 2010
FIMAT USA September 2001 - February 2007
Dain Rauscher February 1998 - August 2001
Langdon P Cook Governement Securities June 1996 - December 1997
NLI Asset Management Corp., Nippon Life Group July 1990 - May 1996
Kleinwort Benson November 1986 - December 1988
Merrill Lynch January 1983 - November 1986
Skills
Investments, Asset Managment, Alternative Investments, Portfolio Management, Securities, Financial Modeling, Derivatives, Structured Products, Asset Management, Fixed Income, Trading, Capital Markets, Financial Markets, Bonds
Education
University of Chicago 1988 — 1990
Master of Business Administration (MBA), Finance
Hobart College 1977 — 1981
Bachelor of Arts (B.A.), Economics
Loomis Chaffee School 1974 — 1977
Odawa Partners October 2011 - Present
CCM securities a Bluefin Company August 2010 - September 2011
MF Global February 2007 - July 2010
FIMAT USA September 2001 - February 2007
Dain Rauscher February 1998 - August 2001
Langdon P Cook Governement Securities June 1996 - December 1997
NLI Asset Management Corp., Nippon Life Group July 1990 - May 1996
Kleinwort Benson November 1986 - December 1988
Merrill Lynch January 1983 - November 1986
Skills
Investments, Asset Managment, Alternative Investments, Portfolio Management, Securities, Financial Modeling, Derivatives, Structured Products, Asset Management, Fixed Income, Trading, Capital Markets, Financial Markets, Bonds
Education
University of Chicago 1988 — 1990
Master of Business Administration (MBA), Finance
Hobart College 1977 — 1981
Bachelor of Arts (B.A.), Economics
Loomis Chaffee School 1974 — 1977
Eric Fernandez, CFA Eric Fernandez, CFA's Kleinwort Benson Experience 1992 - 1996
Job Principal at Two Rivers Analytics
Industry Research
Experience
Two Rivers Analytics September 2010 - Present
Cirrus Research, LLC January 2007 - August 2010
SG Cowen 2000 - 2002
Citigroup 1996 - 2000
Kleinwort Benson 1992 - 1996
Skills
Valuation, Industry Analysis, Equity Research, Fundamental Research, Financial Modeling, Debt, Credit Analysis, Short Selling, Mergers, Due Diligence, Mergers & Acquisitions, Hedge Funds, Restructuring, Competitive Analysis, Equity Valuation, Asset Management, Equities, Research, Corporate Finance, Commodity, Leveraged Finance, Analysis, Investments
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance & Accounting
University of Florida 1983 — 1986
BSBA, Finance
Two Rivers Analytics September 2010 - Present
Cirrus Research, LLC January 2007 - August 2010
SG Cowen 2000 - 2002
Citigroup 1996 - 2000
Kleinwort Benson 1992 - 1996
Skills
Valuation, Industry Analysis, Equity Research, Fundamental Research, Financial Modeling, Debt, Credit Analysis, Short Selling, Mergers, Due Diligence, Mergers & Acquisitions, Hedge Funds, Restructuring, Competitive Analysis, Equity Valuation, Asset Management, Equities, Research, Corporate Finance, Commodity, Leveraged Finance, Analysis, Investments
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance & Accounting
University of Florida 1983 — 1986
BSBA, Finance
John W. Kemp John W. Kemp's Kleinwort Benson Experience 1984 - 1988
Job Managing Partner at Wolverine Partners
Industry Financial Services
Experience
Wolverine Partners 2011 - Present
Houlihan Capital 2009 - 2011
Amherst Partners 2006 - 2009
Pep Boys 2004 - 2006
Sears, Roebuck and Co. 2000 - 2004
Sears, Roebuck and Co. 1988 - 2000
Kleinwort Benson 1984 - 1988
Skills
Advisory Services, Growth Strategy..., Turnaround Consulting, Operational Improvement, Financial Restructuring, Debt Refinancing, Principal Investing, Manufacturing, Distribution, Services, Green Technology..., Vendor Financing..., Lower Middle Market, Middle Market, Large Corporate, Private Equity, Mergers & Acquisitions, Finance, Mergers, Restructuring, Financial Services, Negotiation, Corporations, Due Diligence, Refinance, Financial Modeling, Investments, Entrepreneurship, Executive Management, Corporate Development, Structured Finance, Acquisitions, Financial Structuring, Leveraged Finance, Venture Capital, LBO, Economic Growth
Education
Northwestern University - Kellogg School of Management 1985 — 1988
M.B.A., Finance
University of Michigan 1980 — 1984
Bachelor of Arts with High Honors, History
Seaholm High School, Birmingham, MI 1977 — 1980
Wolverine Partners 2011 - Present
Houlihan Capital 2009 - 2011
Amherst Partners 2006 - 2009
Pep Boys 2004 - 2006
Sears, Roebuck and Co. 2000 - 2004
Sears, Roebuck and Co. 1988 - 2000
Kleinwort Benson 1984 - 1988
Skills
Advisory Services, Growth Strategy..., Turnaround Consulting, Operational Improvement, Financial Restructuring, Debt Refinancing, Principal Investing, Manufacturing, Distribution, Services, Green Technology..., Vendor Financing..., Lower Middle Market, Middle Market, Large Corporate, Private Equity, Mergers & Acquisitions, Finance, Mergers, Restructuring, Financial Services, Negotiation, Corporations, Due Diligence, Refinance, Financial Modeling, Investments, Entrepreneurship, Executive Management, Corporate Development, Structured Finance, Acquisitions, Financial Structuring, Leveraged Finance, Venture Capital, LBO, Economic Growth
Education
Northwestern University - Kellogg School of Management 1985 — 1988
M.B.A., Finance
University of Michigan 1980 — 1984
Bachelor of Arts with High Honors, History
Seaholm High School, Birmingham, MI 1977 — 1980
william radin william radin's Kleinwort Benson Experience June 1986 - July 1990
Job Family concern. at Personal investment projects
Industry Banking
Experience
Personal investment projects October 2004 - Present
Self employed investor June 1994 - Present
Kleinwort Benson June 1986 - July 1990
Education
Columbia University in the City of New York 1981 — 1984
BA (honors), Philosophy.
Personal investment projects October 2004 - Present
Self employed investor June 1994 - Present
Kleinwort Benson June 1986 - July 1990
Education
Columbia University in the City of New York 1981 — 1984
BA (honors), Philosophy.
Susan Liszewski Papacostas Susan Liszewski Papacostas's Kleinwort Benson Experience June 1989 - March 1990
Job Associate at Gordon & Silber, P.C.
Industry Marketing and Advertising
Experience
Gordon & Silber, P.C. July 2015 - Present
Legal Services of the Hudson Valley March 2015 - May 2015
Pace Law Review August 2013 - May 2015
Andalusian Capital Partners, LP June 2014 - January 2015
United States Attorney's Office, Southern District of NY September 2014 - December 2014
Litespeed Management LLC February 2014 - May 2014
John Jay Legal Services, Inc. 2013 - 2013
KinergyPower/KinergyPowerUSA October 2007 - September 2012
Nika Prescription Services, Inc. April 1991 - December 1999
Kleinwort Benson June 1989 - March 1990
Skills
Strategic Planning, Mergers, Venture Capital, Business Strategy, Start-ups, Valuation, Marketing Strategy, New Business Development, Contract Negotiation, Strategic Partnerships
Education
Pace Law School 2012 — 2015
JD
New York University 1979 — 1982
BA, Managerial Accounting
Westchester Community College 1977 — 1979
Associates, Accounting
Lincoln Hight School, Yonkers, NY 1974 — 1977
H.S. Honors Diploma
Gordon & Silber, P.C. July 2015 - Present
Legal Services of the Hudson Valley March 2015 - May 2015
Pace Law Review August 2013 - May 2015
Andalusian Capital Partners, LP June 2014 - January 2015
United States Attorney's Office, Southern District of NY September 2014 - December 2014
Litespeed Management LLC February 2014 - May 2014
John Jay Legal Services, Inc. 2013 - 2013
KinergyPower/KinergyPowerUSA October 2007 - September 2012
Nika Prescription Services, Inc. April 1991 - December 1999
Kleinwort Benson June 1989 - March 1990
Skills
Strategic Planning, Mergers, Venture Capital, Business Strategy, Start-ups, Valuation, Marketing Strategy, New Business Development, Contract Negotiation, Strategic Partnerships
Education
Pace Law School 2012 — 2015
JD
New York University 1979 — 1982
BA, Managerial Accounting
Westchester Community College 1977 — 1979
Associates, Accounting
Lincoln Hight School, Yonkers, NY 1974 — 1977
H.S. Honors Diploma
Andrew Bowers Andrew Bowers's Kleinwort Benson Experience 1998 - 2000
Job Head of Business Development at Platinium Group SAM
Industry Sports
Experience
Platinium Group SAM September 2014 - Present
International University of Monaco January 2014 - June 2014
AS Monaco Football Club (Project) January 2014 - June 2014
Riviera Cricket Club June 2012 - 2014
Utelize Communications January 2012 - December 2013
Switch-IT 2000 - December 2011
Carbon Statement Ltd 2008 - November 2011
Kleinwort Benson 1998 - 2000
BNP Paribas August 1996 - July 1997
Citi September 1993 - July 1994
Skills
Contract Negotiation, Business Intelligence, Procurement, Leadership, Account Management, Sourcing, Sports Management, Sports Marketing, Sports, New Business Development, Business Strategy
Education
International University of Monaco 2014 — 2014
Masters in Sports Business Management, Sports Business, 1st Class Honours
The University of Manchester 1995 — 1998
Management Science (UMIST), Business/Commerce, General, Upper Second Class Honours (2:1)
Dartford Grammar School 1987 — 1993
GCSE's and A-Levels, School Captain - 1992/3
Platinium Group SAM September 2014 - Present
International University of Monaco January 2014 - June 2014
AS Monaco Football Club (Project) January 2014 - June 2014
Riviera Cricket Club June 2012 - 2014
Utelize Communications January 2012 - December 2013
Switch-IT 2000 - December 2011
Carbon Statement Ltd 2008 - November 2011
Kleinwort Benson 1998 - 2000
BNP Paribas August 1996 - July 1997
Citi September 1993 - July 1994
Skills
Contract Negotiation, Business Intelligence, Procurement, Leadership, Account Management, Sourcing, Sports Management, Sports Marketing, Sports, New Business Development, Business Strategy
Education
International University of Monaco 2014 — 2014
Masters in Sports Business Management, Sports Business, 1st Class Honours
The University of Manchester 1995 — 1998
Management Science (UMIST), Business/Commerce, General, Upper Second Class Honours (2:1)
Dartford Grammar School 1987 — 1993
GCSE's and A-Levels, School Captain - 1992/3
Manolo Teijelo's Kleinwort Benson Experience July 1987 - June 1988
Job Experienced Financial Consultant
Industry Financial Services
Experience
AXA Advisors November 2012 - Present
UCM Union Capital Advisors May 2012 - October 2012
ThinkEquity LLC November 2010 - May 2012
Wunderlich Securities March 2010 - October 2010
FTN Equity Capital Markets December 2002 - February 2010
J.P. Morgan October 1995 - November 2002
Lehman Brothers July 1988 - October 1995
Kleinwort Benson July 1987 - June 1988
Dillon Read 1984 - 1987
Morgan Stanley 1978 - 1984
Skills
Sales, Sales Management, Employee Benefits, Foreign Languages, Investment Advisory..., Fluent in Spanish, Life Insurance..., Health Insurance...
Education
Indiana University - Kelley School of Business
MBA, Finance
Purdue University
B.A., Psychological Sciences/Spanish Literature
Chaminade High School (Dayton)
AXA Advisors November 2012 - Present
UCM Union Capital Advisors May 2012 - October 2012
ThinkEquity LLC November 2010 - May 2012
Wunderlich Securities March 2010 - October 2010
FTN Equity Capital Markets December 2002 - February 2010
J.P. Morgan October 1995 - November 2002
Lehman Brothers July 1988 - October 1995
Kleinwort Benson July 1987 - June 1988
Dillon Read 1984 - 1987
Morgan Stanley 1978 - 1984
Skills
Sales, Sales Management, Employee Benefits, Foreign Languages, Investment Advisory..., Fluent in Spanish, Life Insurance..., Health Insurance...
Education
Indiana University - Kelley School of Business
MBA, Finance
Purdue University
B.A., Psychological Sciences/Spanish Literature
Chaminade High School (Dayton)
Abbie Baynes Abbie Baynes's Kleinwort Benson Experience 1995 - 1996
Job Business Law & Commercial Finance Attorney
Industry Law Practice
Experience
Baynes Law June 2008 - Present
Charlotte School of Law January 2010 - December 2011
Katten Muchin Rosenman LLP April 2004 - June 2008
Salans 2001 - 2003
GE American Communications 1996 - 1997
Kleinwort Benson 1995 - 1996
Federal Communications Commission, Office of the General Counsel 1994 - 1995
Verner Liipfert Bernahrd McPherson & Hand 1992 - 1994
US District Court for the Middle District of North Carolina 1991 - 1992
Skills
Sales, LLC, Partnerships, Due Diligence, Lease Negotiations, Finance, Corporate Law, Real Estate, Commercial Real Estate
Education
The George Washington University - School of Business 1989 — 1994
MBA, Finance
The George Washington University Law School 1988 — 1991
J.D.
Duke University 1982 — 1985
A.B., Political science
Baynes Law June 2008 - Present
Charlotte School of Law January 2010 - December 2011
Katten Muchin Rosenman LLP April 2004 - June 2008
Salans 2001 - 2003
GE American Communications 1996 - 1997
Kleinwort Benson 1995 - 1996
Federal Communications Commission, Office of the General Counsel 1994 - 1995
Verner Liipfert Bernahrd McPherson & Hand 1992 - 1994
US District Court for the Middle District of North Carolina 1991 - 1992
Skills
Sales, LLC, Partnerships, Due Diligence, Lease Negotiations, Finance, Corporate Law, Real Estate, Commercial Real Estate
Education
The George Washington University - School of Business 1989 — 1994
MBA, Finance
The George Washington University Law School 1988 — 1991
J.D.
Duke University 1982 — 1985
A.B., Political science
Linda DeMayo Linda DeMayo's Kleinwort Benson Experience 1982 - June 1985
Job The "X" Factor Sole Proprietor
Industry Education Management
Experience
The "X" Factor Tutoring Services 2003 - Present
Kleinwort Benson 1982 - June 1985
Skills
Tutoring, SAT Test Prep, ACT Test Prep, PSAT/NMSQ Test Prep, Academic Coaching, College Education..., Essay Review, ISEE Prep, SSAT, Mathematics Education, Public Speaking, Curriculum Design, Non-profits, Teaching, Research, Leadership Development, Curriculum Development, Staff Development, Educational Technology, Coaching, Microsoft Word, Training, Test Preparation, Higher Education, Community Outreach, English, Editing, Nonprofits, Time Management, Admissions, Social Networking, Fundraising, Sat, Event Planning, Psychotherapy, Public Relations, Program Development, Social Media, Personal Development, Microsoft Office, Career Counseling, Customer Service, Organizational..., Entrepreneurship, SAT
Education
New York University, Stern School of Business 1980 — 1981
International Finance
Montclair State University
Bachelor of Arts (BA), Educational/Instructional Technology
The "X" Factor Tutoring Services 2003 - Present
Kleinwort Benson 1982 - June 1985
Skills
Tutoring, SAT Test Prep, ACT Test Prep, PSAT/NMSQ Test Prep, Academic Coaching, College Education..., Essay Review, ISEE Prep, SSAT, Mathematics Education, Public Speaking, Curriculum Design, Non-profits, Teaching, Research, Leadership Development, Curriculum Development, Staff Development, Educational Technology, Coaching, Microsoft Word, Training, Test Preparation, Higher Education, Community Outreach, English, Editing, Nonprofits, Time Management, Admissions, Social Networking, Fundraising, Sat, Event Planning, Psychotherapy, Public Relations, Program Development, Social Media, Personal Development, Microsoft Office, Career Counseling, Customer Service, Organizational..., Entrepreneurship, SAT
Education
New York University, Stern School of Business 1980 — 1981
International Finance
Montclair State University
Bachelor of Arts (BA), Educational/Instructional Technology
Patty Meagher Patty Meagher's Kleinwort Benson Experience 1990 - 1992
Job Founder, Stamford Innovation Center | SBDC Advisor | Astia Global Advisory Board | Investor | Entrepreneur
Industry Venture Capital & Private Equity
Experience
CT Small Business Development Center October 2013 - Present
Stamford Innovation Center 2009 - 2015
The Business Council of Fairfield County September 2012 - August 2013
Dakota Ventures 2007 - 2013
The New England Consulting Group 2006 - 2007
Petner Asset Management 2004 - 2005
CCC Advisors 2002 - 2002
Kleinwort Benson 1990 - 1992
James Capel & Co. / HSBC 1987 - 1990
IBM 1984 - 1987
Skills
Start-ups, Venture Capital, Entrepreneurship, Private Equity, Corporate Development, Business Strategy, Angel Investing, Business Development, Strategic Planning, Venture Financing, Due Diligence, Leadership, Strategic Partnerships, Strategy
Education
University of Pennsylvania - The Wharton School 1982 — 1984
Masters (Strategy & Applied Economics)
Colorado College
University of Colorado at Boulder
CT Small Business Development Center October 2013 - Present
Stamford Innovation Center 2009 - 2015
The Business Council of Fairfield County September 2012 - August 2013
Dakota Ventures 2007 - 2013
The New England Consulting Group 2006 - 2007
Petner Asset Management 2004 - 2005
CCC Advisors 2002 - 2002
Kleinwort Benson 1990 - 1992
James Capel & Co. / HSBC 1987 - 1990
IBM 1984 - 1987
Skills
Start-ups, Venture Capital, Entrepreneurship, Private Equity, Corporate Development, Business Strategy, Angel Investing, Business Development, Strategic Planning, Venture Financing, Due Diligence, Leadership, Strategic Partnerships, Strategy
Education
University of Pennsylvania - The Wharton School 1982 — 1984
Masters (Strategy & Applied Economics)
Colorado College
University of Colorado at Boulder
Terry Weiss Gary Terry Weiss Gary's Kleinwort Benson Experience 1984 - 1985
Job Vice President of Business Development at Strategic Legal Solutions
Industry Legal Services
Experience
Strategic Legal Solutions November 1995 - Present
Chase Securities 1985 - 1993
chase manhattan 1985 - 1993
Kleinwort Benson 1984 - 1985
Skills
Corporate Governance, Investment Banking, Structured Finance, Prime Brokerage, Due Diligence, Licensing, Derivatives, Corporate Law, Document Review, Intellectual Property, Real Estate, Trading, ISDA, Contract Negotiation, Capital Markets, Temporary Placement, Fixed Income, Mergers, Securities, Litigation Management, International Law, Hedge Funds, Securities Regulation
Education
University of Pennsylvania - The Wharton School 1981 — 1983
B.S.Economics, Finance
Lawrence High School 1976 — 1979
Strategic Legal Solutions November 1995 - Present
Chase Securities 1985 - 1993
chase manhattan 1985 - 1993
Kleinwort Benson 1984 - 1985
Skills
Corporate Governance, Investment Banking, Structured Finance, Prime Brokerage, Due Diligence, Licensing, Derivatives, Corporate Law, Document Review, Intellectual Property, Real Estate, Trading, ISDA, Contract Negotiation, Capital Markets, Temporary Placement, Fixed Income, Mergers, Securities, Litigation Management, International Law, Hedge Funds, Securities Regulation
Education
University of Pennsylvania - The Wharton School 1981 — 1983
B.S.Economics, Finance
Lawrence High School 1976 — 1979
William Bosworth William Bosworth's Kleinwort Benson Experience July 1987 - July 1988
Job Professor of Finance at Western New England University
Industry Higher Education
Experience
Western New England College October 1986 - Present
Kleinwort Benson July 1987 - July 1988
First Connecticut Bank Corp May 1977 - June 1978
J P Morgan Chase (Chemical Bank) September 1972 - April 1977
Skills
Analysis, Finance, Corporate Finance, Research, Teaching, Higher Education, Statistics, Sustainability, Student Affairs, PowerPoint, Microsoft Excel, Economics, Financial Analysis, Microsoft Word, Microsoft Office, Investments, Data Analysis
Education
University of Connecticut 1979 — 1985
Ph.D, Economics
New York University 1974 — 1978
Master of Business Administration (MBA), International Finance
Western New England College October 1986 - Present
Kleinwort Benson July 1987 - July 1988
First Connecticut Bank Corp May 1977 - June 1978
J P Morgan Chase (Chemical Bank) September 1972 - April 1977
Skills
Analysis, Finance, Corporate Finance, Research, Teaching, Higher Education, Statistics, Sustainability, Student Affairs, PowerPoint, Microsoft Excel, Economics, Financial Analysis, Microsoft Word, Microsoft Office, Investments, Data Analysis
Education
University of Connecticut 1979 — 1985
Ph.D, Economics
New York University 1974 — 1978
Master of Business Administration (MBA), International Finance
Clive Huckins, PMP's Kleinwort Benson Experience 1988 - 1989
Job Project Management Consultant at Hire Technology
Industry Information Technology and Services
Experience
Hire Technology January 2013 - Present
CEVA Logistics March 2011 - December 2012
DYONYX October 2008 - March 2011
SYSCO October 2002 - 2008
PricewaterhouseCoopers 2002 - 2002
EGL January 2000 - September 2001
British Airways February 1989 - November 1999
Kleinwort Benson 1988 - 1989
Skills
IT Strategy, Leadership, Information Technology, Business Process..., Project Portfolio..., Project Delivery, Program Management, Project Management, Vendor Management, Change Management, Risk Management, ITIL, Data Center, IT Management, Enterprise Software, IT Operations, PMP, Infrastructure, Process Improvement, Software Development, PMO, Disaster Recovery, SDLC, Consulting, Offshore Resource..., IT Outsourcing, Virtualization, Business Transformation, MS Project, Global Delivery, Applications, IT Infrastructure..., International Logistics, ITIL Certified, Hosting Services, SOX Compliancy, Technology Integration, Employee Engagement, People Development, Independent Contractors, Organization &..., Department Budgeting, Budget Monitoring, Change Control, Change Programmes, IT Solutions, Infrastructure..., Infrastructure..., Project Risk, IT Recruitment
Education
Allegheny College
Hire Technology January 2013 - Present
CEVA Logistics March 2011 - December 2012
DYONYX October 2008 - March 2011
SYSCO October 2002 - 2008
PricewaterhouseCoopers 2002 - 2002
EGL January 2000 - September 2001
British Airways February 1989 - November 1999
Kleinwort Benson 1988 - 1989
Skills
IT Strategy, Leadership, Information Technology, Business Process..., Project Portfolio..., Project Delivery, Program Management, Project Management, Vendor Management, Change Management, Risk Management, ITIL, Data Center, IT Management, Enterprise Software, IT Operations, PMP, Infrastructure, Process Improvement, Software Development, PMO, Disaster Recovery, SDLC, Consulting, Offshore Resource..., IT Outsourcing, Virtualization, Business Transformation, MS Project, Global Delivery, Applications, IT Infrastructure..., International Logistics, ITIL Certified, Hosting Services, SOX Compliancy, Technology Integration, Employee Engagement, People Development, Independent Contractors, Organization &..., Department Budgeting, Budget Monitoring, Change Control, Change Programmes, IT Solutions, Infrastructure..., Infrastructure..., Project Risk, IT Recruitment
Education
Allegheny College
Cory Little Cory Little's Kleinwort Benson Experience November 1985 - November 1988
Job Founder
Industry Management Consulting
Experience
Formation Consulting, LLC. March 2011 - Present
Capital Formation Group February 2011 - Present
The Blake Collection June 2014 - Present
Merrill Lynch July 2000 - March 2009
Merrill Lynch July 1997 - July 2000
Merrill Lynch May 1992 - July 1997
Salomon Brothers November 1988 - April 1992
Kleinwort Benson November 1985 - November 1988
Skills
Management Consulting, Leadership Development, Business Strategy, Professional Women, Women Leaders, Transition Management, Transformational Life..., Life Coaching, Public Speaking, Board Governance, Board of Directors, Trustee, Trusteeship, Strategic Leadership, Leadership, Business Relationship..., Interview Preparation, Motivational..., Cognitive Psychology, Solution Focused, Narrative Therapy, Cultural Diversity, Diversity & Inclusion, Diversity Training, Relationship Management, International Business, Equities, Management, Sales Management, Guest Lecturing, Lecturing, Business Communications, Communication, CEOs, Team Leadership, Cross-functional Team..., Cross Functional Team..., Distributed Team..., Team Building, Team Motivation
Education
Boston College 2010 — 2014
Master's Degree, Clinical/Medical Social Work
Clarion University of Pennsylvania 1979 — 1983
Bachelor's Degree, Communication and Media Studies
Formation Consulting, LLC. March 2011 - Present
Capital Formation Group February 2011 - Present
The Blake Collection June 2014 - Present
Merrill Lynch July 2000 - March 2009
Merrill Lynch July 1997 - July 2000
Merrill Lynch May 1992 - July 1997
Salomon Brothers November 1988 - April 1992
Kleinwort Benson November 1985 - November 1988
Skills
Management Consulting, Leadership Development, Business Strategy, Professional Women, Women Leaders, Transition Management, Transformational Life..., Life Coaching, Public Speaking, Board Governance, Board of Directors, Trustee, Trusteeship, Strategic Leadership, Leadership, Business Relationship..., Interview Preparation, Motivational..., Cognitive Psychology, Solution Focused, Narrative Therapy, Cultural Diversity, Diversity & Inclusion, Diversity Training, Relationship Management, International Business, Equities, Management, Sales Management, Guest Lecturing, Lecturing, Business Communications, Communication, CEOs, Team Leadership, Cross-functional Team..., Cross Functional Team..., Distributed Team..., Team Building, Team Motivation
Education
Boston College 2010 — 2014
Master's Degree, Clinical/Medical Social Work
Clarion University of Pennsylvania 1979 — 1983
Bachelor's Degree, Communication and Media Studies
Richard Watt Richard Watt's Kleinwort Benson Experience May 1987 - March 1992
Job MD at Epoch Investment Partners
Industry Financial Services
Experience
Epoch Investment Partners April 2007 - Present
Schroders March 2003 - March 2007
Credit Suisse 1998 - December 2002
BEA Associates May 1995 - March 1998
Gartmore March 1992 - April 1995
Kleinwort Benson May 1987 - March 1992
Lothian Regional Council July 1982 - April 1987
Skills
Equities, Emerging Markets, Investments, Asset Managment, Portfolio Management, Fixed Income, Asset Allocation, Investment Strategies, Securities, Equity Research, Derivatives, Mutual Funds, Asset Management, Bloomberg, Investment Management, Bonds, Trading, Valuation, Financial Services, Options, Hedge Funds, Management, Alternative Investments, Capital Markets
Education
The University of Edinburgh 1976 — 1980
MA, Politics and Modern History
Epoch Investment Partners April 2007 - Present
Schroders March 2003 - March 2007
Credit Suisse 1998 - December 2002
BEA Associates May 1995 - March 1998
Gartmore March 1992 - April 1995
Kleinwort Benson May 1987 - March 1992
Lothian Regional Council July 1982 - April 1987
Skills
Equities, Emerging Markets, Investments, Asset Managment, Portfolio Management, Fixed Income, Asset Allocation, Investment Strategies, Securities, Equity Research, Derivatives, Mutual Funds, Asset Management, Bloomberg, Investment Management, Bonds, Trading, Valuation, Financial Services, Options, Hedge Funds, Management, Alternative Investments, Capital Markets
Education
The University of Edinburgh 1976 — 1980
MA, Politics and Modern History
Charles Ho, CFA Charles Ho, CFA's Kleinwort Benson Experience September 1997 - September 1999
Job Entrepreneur and Finance
Industry Investment Management
Experience
TLC Services, LLC October 2011 - Present
A2W Financing November 2010 - Present
LMI Funding May 2004 - October 2008
Independent Business Consultant 2000 - 2003
Morgan Stanley Smith Barney August 1998 - November 2000
Kleinwort Benson September 1997 - September 1999
Interward Capital June 1996 - December 1997
Hines March 1989 - May 1997
San Jacinto Savings May 1987 - May 1989
Skills
Management, Finance, Financial Analysis, Investments, Project Management, Portfolio Management, Microsoft Office, Strategic Planning, Leadership, Sales, Client Management, Real Estate, CRM, Investment Properties, Loans
Education
University of Houston 1984 — 1987
BBA
University of Houston
MBA, Finance
TLC Services, LLC October 2011 - Present
A2W Financing November 2010 - Present
LMI Funding May 2004 - October 2008
Independent Business Consultant 2000 - 2003
Morgan Stanley Smith Barney August 1998 - November 2000
Kleinwort Benson September 1997 - September 1999
Interward Capital June 1996 - December 1997
Hines March 1989 - May 1997
San Jacinto Savings May 1987 - May 1989
Skills
Management, Finance, Financial Analysis, Investments, Project Management, Portfolio Management, Microsoft Office, Strategic Planning, Leadership, Sales, Client Management, Real Estate, CRM, Investment Properties, Loans
Education
University of Houston 1984 — 1987
BBA
University of Houston
MBA, Finance
Alex Peck's Kleinwort Benson Experience March 2006 - September 2008
Job Senior SDE at Microsoft
Industry Computer Software
Experience
Microsoft June 2015 - Present
Microsoft August 2013 - June 2015
Microsoft January 2013 - August 2013
Microsoft January 2011 - January 2013
Microsoft March 2010 - January 2011
Microsoft September 2008 - March 2010
Kleinwort Benson March 2006 - September 2008
Skills
C#, .NET, T-SQL, Win32, C++, Java, OpenGL, TDD, Test Driven Development, Software Development, Test Automation, Algorithms, C, Windows Azure, Agile Methodologies
Education
University of East Anglia 2001 — 2006
Ph.D, Computing Science
University of East Anglia 1999 — 2001
B.Sc., Computing Science
Microsoft June 2015 - Present
Microsoft August 2013 - June 2015
Microsoft January 2013 - August 2013
Microsoft January 2011 - January 2013
Microsoft March 2010 - January 2011
Microsoft September 2008 - March 2010
Kleinwort Benson March 2006 - September 2008
Skills
C#, .NET, T-SQL, Win32, C++, Java, OpenGL, TDD, Test Driven Development, Software Development, Test Automation, Algorithms, C, Windows Azure, Agile Methodologies
Education
University of East Anglia 2001 — 2006
Ph.D, Computing Science
University of East Anglia 1999 — 2001
B.Sc., Computing Science
barry hurwitz's Kleinwort Benson Experience February 1987 - July 1992
Job Portfolio Manager/Trader
Industry Financial Services
Experience
Private Investment Vehicle May 2014 - Present
York Group June 2003 - April 2014
HSBC September 1999 - March 2003
UBS January 1998 - September 1999
Salomon Brothers July 1992 - December 1997
Kleinwort Benson February 1987 - July 1992
Prudential Bache Securities December 1985 - February 1987
Skills
Trading, Fixed Income, Capital Markets, Hedge Funds, Equities, Alternative Investments, Risk Management, Investment Banking, Asset Management, Portfolio Management, Investments, Derivatives
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
MBA, Finance
Private Investment Vehicle May 2014 - Present
York Group June 2003 - April 2014
HSBC September 1999 - March 2003
UBS January 1998 - September 1999
Salomon Brothers July 1992 - December 1997
Kleinwort Benson February 1987 - July 1992
Prudential Bache Securities December 1985 - February 1987
Skills
Trading, Fixed Income, Capital Markets, Hedge Funds, Equities, Alternative Investments, Risk Management, Investment Banking, Asset Management, Portfolio Management, Investments, Derivatives
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
MBA, Finance
Joe San Pietro's Kleinwort Benson Experience September 1998 - November 2001
Job Social Data Analytics Strategist
Industry Marketing and Advertising
Experience
Brandtastic March 2010 - Present
ClientsFirst Consulting March 2012 - February 2014
Aerovest March 2008 - June 2010
Wells Fargo Securities April 2006 - May 2007
Definitiv Group May 2004 - April 2006
Stephens Inc. April 2002 - September 2003
Kleinwort Benson September 1998 - November 2001
Morgan Stanley January 1996 - September 1998
Skills
Web Analytics, Digital Marketing, Market Research, Strategy, Competitive Intelligence, Social Media Marketing, SEO, Business Development, Strategic Consulting, Marketing, Strategic Planning, Google Analytics, SQL
Education
Full Sail University 2010 — 2011
M.S., Internet/Integrated Marketing
Boston University
B.A., University Scholar, Comparative Political Change
Brandtastic March 2010 - Present
ClientsFirst Consulting March 2012 - February 2014
Aerovest March 2008 - June 2010
Wells Fargo Securities April 2006 - May 2007
Definitiv Group May 2004 - April 2006
Stephens Inc. April 2002 - September 2003
Kleinwort Benson September 1998 - November 2001
Morgan Stanley January 1996 - September 1998
Skills
Web Analytics, Digital Marketing, Market Research, Strategy, Competitive Intelligence, Social Media Marketing, SEO, Business Development, Strategic Consulting, Marketing, Strategic Planning, Google Analytics, SQL
Education
Full Sail University 2010 — 2011
M.S., Internet/Integrated Marketing
Boston University
B.A., University Scholar, Comparative Political Change
Mary Esposito's Kleinwort Benson Experience 1992 - 1995
Job Senior Executive Assistant to CEO at Tyco
Industry Human Resources
Experience
Tyco March 2015 - Present
Sun Products Corporation January 2013 - March 2015
GeoDesign November 2007 - September 2012
Cendant Mobility 1995 - 1998
Kleinwort Benson 1992 - 1995
Skills
Executive..., Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teaching, Customer Service, Administrative..., Research, Event Planning, Access, English, Windows, Public Speaking, Proposal Writing, Coordination, Social Networking, Outlook, Strategic Planning, Mac OS X, Fundraising, Sales, Facebook, Human Resources, Administration, Data Entry, Payroll, Training, Leadership, Concur, Calendaring, Executive Support, C-Level Executive..., Investor Relations
Education
Adelphi University 1985 — 1987
Master of Arts (M.A.), Elementary Education and Teaching
Saint John's University 1980 — 1985
Bachelor's degree, Elementary Education and Teaching
Tyco March 2015 - Present
Sun Products Corporation January 2013 - March 2015
GeoDesign November 2007 - September 2012
Cendant Mobility 1995 - 1998
Kleinwort Benson 1992 - 1995
Skills
Executive..., Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teaching, Customer Service, Administrative..., Research, Event Planning, Access, English, Windows, Public Speaking, Proposal Writing, Coordination, Social Networking, Outlook, Strategic Planning, Mac OS X, Fundraising, Sales, Facebook, Human Resources, Administration, Data Entry, Payroll, Training, Leadership, Concur, Calendaring, Executive Support, C-Level Executive..., Investor Relations
Education
Adelphi University 1985 — 1987
Master of Arts (M.A.), Elementary Education and Teaching
Saint John's University 1980 — 1985
Bachelor's degree, Elementary Education and Teaching
Keiko Golden's Kleinwort Benson Experience April 1989 - April 1991
Job Consulting At Jawbone, Nextbit, and Aligo
Industry Information Technology and Services
Experience
Language Automation, Inc (LAI) September 2014 - October 2014
Nextbit December 2013 - June 2014
Jawbone April 2013 - April 2013
Aligo August 2002 - November 2003
Sprint September 1995 - September 2001
Kleinwort Benson April 1989 - April 1991
Skills
Project Management, Product Development, Software Development, Technical Translation, Business Analysis, Cloud Computing, Japanese to English..., Organization &..., SQL, Management, Product Management, Java, Cross-functional Team..., Server and Client..., Android, User Experience, AWS Cloud Computing, Linux, SDL Trados, Trados, memoQ, TLM (Technical..., LQA (Linguistic Quality..., Quality Assurance, Software Documentation, Mobile Devices, Testing
Education
UC Berkeley Extension 2000 — 2002
Certificate in computer programming (Java, C), Certificate in Oracle database,, IT, Computer Science
Dominican University of California 1991 — 1993
M.B.A., International Business, Pacific Basin Studies
Dokkyo University 1985 — 1989
Bachelor's degree, Marketing and Advertisement, Linguistics, English Language
Language Automation, Inc (LAI) September 2014 - October 2014
Nextbit December 2013 - June 2014
Jawbone April 2013 - April 2013
Aligo August 2002 - November 2003
Sprint September 1995 - September 2001
Kleinwort Benson April 1989 - April 1991
Skills
Project Management, Product Development, Software Development, Technical Translation, Business Analysis, Cloud Computing, Japanese to English..., Organization &..., SQL, Management, Product Management, Java, Cross-functional Team..., Server and Client..., Android, User Experience, AWS Cloud Computing, Linux, SDL Trados, Trados, memoQ, TLM (Technical..., LQA (Linguistic Quality..., Quality Assurance, Software Documentation, Mobile Devices, Testing
Education
UC Berkeley Extension 2000 — 2002
Certificate in computer programming (Java, C), Certificate in Oracle database,, IT, Computer Science
Dominican University of California 1991 — 1993
M.B.A., International Business, Pacific Basin Studies
Dokkyo University 1985 — 1989
Bachelor's degree, Marketing and Advertisement, Linguistics, English Language
Jonathan Stearns's Kleinwort Benson Experience 1989 - 1994
Job Chief Investment Officer at i2 Capital
Industry Investment Management
Experience
i2 Capital April 2015 - Present
Stearns Associated Partners, LLC 2012 - Present
PineBridge Investments April 2010 - March 2013
AIG Global Investment Group 2006 - 2010
Abbott Capital Management 2001 - 2004
Equinox Investment Partners, LLC 1995 - 2001
Kleinwort Benson 1989 - 1994
Skills
Strategy, Hedge Funds, Private Equity, Alternative Investments, Asset Management, Venture Capital, Investments, Start-ups, Equities, Corporate Development, Due Diligence, Emerging Markets, Finance, Financial Modeling, Fund Of Funds, Investment Management, Investor Relations, Management, Mergers, Portfolio Management, Valuation
Education
Cornell University 1982 — 1984
Graduate, Asian Studies- focus on comparative economic development
Sewanee-The University of the South 1977 — 1980
BA, History, Political Science
i2 Capital April 2015 - Present
Stearns Associated Partners, LLC 2012 - Present
PineBridge Investments April 2010 - March 2013
AIG Global Investment Group 2006 - 2010
Abbott Capital Management 2001 - 2004
Equinox Investment Partners, LLC 1995 - 2001
Kleinwort Benson 1989 - 1994
Skills
Strategy, Hedge Funds, Private Equity, Alternative Investments, Asset Management, Venture Capital, Investments, Start-ups, Equities, Corporate Development, Due Diligence, Emerging Markets, Finance, Financial Modeling, Fund Of Funds, Investment Management, Investor Relations, Management, Mergers, Portfolio Management, Valuation
Education
Cornell University 1982 — 1984
Graduate, Asian Studies- focus on comparative economic development
Sewanee-The University of the South 1977 — 1980
BA, History, Political Science
Alexander Harden's Kleinwort Benson Experience January 2010 - August 2011
Job Owner at STITCH National, LLC
Industry Investment Banking
Experience
STITCH National, LLC November 2014 - Present
Harlow Partners January 2012 - Present
SIG Equity Partners January 2011 - Present
Bainbridge March 2012 - March 2013
Kleinwort Benson January 2010 - August 2011
Baker Tilly August 2009 - January 2010
Dresdner Kleinwort Wasserstein August 2008 - September 2008
Alliance Trust June 2008 - July 2008
Aberdeen Asset Management July 2007 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Due Diligence, Business Strategy, Investment Banking, Strategy, Economics, Venture Capital, Market Research, Business Analysis, Real Estate, Real Estate Development, Real Estate Transactions, Commercial Real Estate, Real Estate Financing, Real Estate Investor, Capital Markets, Capital Raising, Corporate Finance, Portfolio Management
Education
University of Bath 2007 — 2011
Bachelor of Business Administration (BBA), Business
STITCH National, LLC November 2014 - Present
Harlow Partners January 2012 - Present
SIG Equity Partners January 2011 - Present
Bainbridge March 2012 - March 2013
Kleinwort Benson January 2010 - August 2011
Baker Tilly August 2009 - January 2010
Dresdner Kleinwort Wasserstein August 2008 - September 2008
Alliance Trust June 2008 - July 2008
Aberdeen Asset Management July 2007 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Due Diligence, Business Strategy, Investment Banking, Strategy, Economics, Venture Capital, Market Research, Business Analysis, Real Estate, Real Estate Development, Real Estate Transactions, Commercial Real Estate, Real Estate Financing, Real Estate Investor, Capital Markets, Capital Raising, Corporate Finance, Portfolio Management
Education
University of Bath 2007 — 2011
Bachelor of Business Administration (BBA), Business
Alexander Harden's Kleinwort Benson Experience 2010 - 2011
Job Acquisitions at Bainbridge
Industry Investment Banking
Experience
Bainbridge 2012 - Present
SIG Equity Partners 2011 - 2012
Harlow Property Group 2011 - 2012
Kleinwort Benson 2010 - 2011
Aberdeen Asset Management 2009 - 2010
Baker Tilly June 2009 - December 2009
Education
University of Bath 2007 — 2011
Bachelor of Science (BSc), Business Administration and Management, General
Bainbridge 2012 - Present
SIG Equity Partners 2011 - 2012
Harlow Property Group 2011 - 2012
Kleinwort Benson 2010 - 2011
Aberdeen Asset Management 2009 - 2010
Baker Tilly June 2009 - December 2009
Education
University of Bath 2007 — 2011
Bachelor of Science (BSc), Business Administration and Management, General
Maria Trizzino's Kleinwort Benson Experience 1987 - 1988
Job aide
Industry Religious Institutions
Experience
Kleinwort Benson 1987 - 1988
Paine Webber 1984 - 1987
Education
Kingsborough Community College 1979 — 1981
Associate's degree, Business Administration and Management, General
Kleinwort Benson 1987 - 1988
Paine Webber 1984 - 1987
Education
Kingsborough Community College 1979 — 1981
Associate's degree, Business Administration and Management, General
Maria Formica's Kleinwort Benson Experience January 1979 - April 1981
Job Office Manager at Staten Island University Hospital! Retired
Industry Hospital & Health Care
Experience
Staten Island University Hospital August 2010 - Present
Kleinwort Benson January 1979 - April 1981
R Randy Lee, Esq. September 1974 - September 1978
Education
State University of New York at Buffalo 1969 — 1971
Bachelor of Science (B.S.), Business Education and Science, 3.5
State University of New York at Buffalo 1969 — 1971
Bachelor of Science (B.S.), Commerce -Business Education and Science
CUNY New York City College of Technology 1966 — 1968
Associate of Arts and Sciences (A.A.S.), Medical Administrative/Executive Assistant and Medical Secretary, A
St. Peter's High School for Girls 1962 — 1966
High School Diploma, Academic
Staten Island University Hospital August 2010 - Present
Kleinwort Benson January 1979 - April 1981
R Randy Lee, Esq. September 1974 - September 1978
Education
State University of New York at Buffalo 1969 — 1971
Bachelor of Science (B.S.), Business Education and Science, 3.5
State University of New York at Buffalo 1969 — 1971
Bachelor of Science (B.S.), Commerce -Business Education and Science
CUNY New York City College of Technology 1966 — 1968
Associate of Arts and Sciences (A.A.S.), Medical Administrative/Executive Assistant and Medical Secretary, A
St. Peter's High School for Girls 1962 — 1966
High School Diploma, Academic
Edward Jones
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ