Morgan Guaranty Trust Company
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Morgan Guaranty Trust Company Employees
Sterling Capital Management June 2012 - Present
JPMorgan Chase & Company June 2011 - June 2012
JPMorgan Chase & Company February 2010 - June 2011
JPMorgan Chase & Company January 2003 - February 2010
JPMorgan Chase & Company May 1999 - January 2003
Morgan Guaranty Trust Company September 1997 - May 1999
Legg Mason June 1996 - September 1997
Skills
Portfolio Management, Equities, Investments, Asset Allocation, Mutual Funds, Investment Strategies, Asset Management, Risk Management, Valuation, Series 7, Trading, Global Asset Allocation, Stock Selection, Bloomberg, Industry Analysis, Factset, Barra, Compustat, FirstCall, Equity Research, Quantitative Analysis, Series 63, Investment Management
Education
Loyola University Maryland 1992 — 1996
B.B.A, Business and Management; Finance
Dulaney High School 1988 — 1992
Elements Behavioral Health July 2014 - Present
Physical Rehabilitation Network (PRN)/Upstream Rehabilitation 2003 - June 2014
Perigon Medical Distribution Corporation 1996 - 2002
Pearl Capital, Inc. 1992 - 1995
Atlas Associates 1988 - 1992
Morgan Stanley and Co., Inc. 1986 - 1988
Morgan Guaranty Trust Company 1984 - 1986
Skills
New Business Development, Partnership Development, Operations, Healthcare, Mergers and Acquisitions, Start-ups, Venture Capital, Private Equity, Financial Analysis, Financial Modeling, Business Planning, Fundraising, Multi-site, Legal Documentation, Management Consulting, Staff Development, Denovos, Board Presentations, Acquisition Analysis, Acquisition Integration, Human Resources, Helathcare Services, Mergers
Education
Stanford University 1980 — 1984
BA, Economics, BA, Human Biology
Baker Street Solutions, Inc. July 2008 - Present
TriTek Solutions, Inc January 2002 - June 2005
Baker Street Solutions, Inc August 1992 - January 2002
PostalNet Associates March 1996 - December 1999
Kapiti, Inc May 1991 - August 1992
Lex Computer Systems, Inc May 1989 - May 1991
Morgan Guaranty Trust Company June 1988 - May 1989
Shearson, Lehman, Hutton, Inc June 1986 - June 1988
Data General Corp November 1984 - June 1986
Skills
Enterprise Software, Business Analysis, Software Development, Project Management, SDLC, Business Process Design, Integration, Product Development, Business Intelligence, Product Management, Enterprise Architecture, Agile Methodologies, Program Management, Cloud Computing, SaaS, Requirements Analysis, Business Process..., Enterprise Content..., Professional Services, Databases, Java, Software Project..., Linux, Document Management, Process Improvement, Software Documentation, Management Consulting, C++, Private Cloud, FileNet, Joomla, C, Change Management, DevOps
Education
Syracuse University - Martin J. Whitman School of Management 1982 — 1984
MBA, Management & Technology
Ithaca College 1977 — 1980
BS, Management, Computer Science
Cain Brothers August 2010 - September 2011
Ambac July 2002 - July 2010
ACA Financial Guaranty 1998 - 2002
Merrill Lynch Asset Management 1989 - 1998
Prudential Capital Management 1988 - 1989
JP Morgan Securities 1985 - 1988
Morgan Guaranty Trust Company 1981 - 1986
Education
Columbia University - School of International and Public Affairs 1979 — 1981
MPA, Public Finance
Binghamton University 1975 — 1979
BA, History
Huron Consulting Group February 2010 - July 2011
Citi June 2004 - March 2008
E-Derivative Project November 2001 - December 2003
JP Morgan Chase (Chase prior to merger) May 1997 - November 2001
Bear Stearns June 1994 - June 1995
Chemical Bank (MHT prior to merger) May 1986 - June 1994
Morgan Guaranty Trust Company May 1983 - April 1986
Price Waterhouse July 1979 - April 1983
Skills
Capital Markets, Derivatives, Structured Products, Hedging, Equities, Commodities, Fixed Income, Currency, Structuring, Asset Management, Wealth Management, Asset Allocation, Investments, Alternative Investments, Investment Strategies, Commodity, Asset Managment, Portfolio Management, Financial Structuring, Valuation, Options, Investment Banking
Education
Fairfield University 1975 — 1979
BS, Accounting
Viramal Limited September 2014 - Present
J. P. Morgan Mutual Funds February 2013 - Present
Virtual Capital Management LLC January 2007 - Present
Private Company November 2007 - February 2009
Credit Suisse Asset Management January 2003 - December 2006
JP Morgan Asset Management 1980 - December 2002
Morgan Guaranty Trust Company July 1968 - 1980
Skills
Equities, Finance, Fixed Income, Hedge Funds, Alternative Investments, Management, Capital Markets, Asset Managment, Portfolio Management, Investments, Investment Banking, Private Equity, Valuation, Asset Allocation, Asset Management, Securities, Investment Management, Equity Research
Education
Barnard College 1964 — 1968
ba, Economics
Oak Grove Partners, LLC 2014 - Present
Atlantic Capital Bancshares, Inc. 2006 - Present
Atlantic Capital Bank 2007 - 2015
SunTrust Bank 1992 - 2006
Industrial Bank of Japan October 1987 - October 1992
Morgan Guaranty Trust Company September 1981 - October 1987
Skills
Corporate Finance, Strategic Financial..., Financial Structuring, Banking, Capital Markets, Corporate Development, Finance, Valuation, Financial Modeling, Financial Risk, Investment Banking, Due Diligence, Financial Analysis, Commercial Banking, Commercial Lending, Risk Management, Credit Analysis, Credit Risk, Credit, Loans
Education
Harvard University 1977 — 1981
AB, Economics
New York University - Leonard N. Stern School of Business 1984 — 1986
MBA, Finance
Citizens Bank January 2013 - Present
Bank of America Merrill Lynch 2004 - 2012
Fleet National Bank 1999 - 2004
Bank of Boston 1988 - 1999
Morgan Guaranty Trust Company 1982 - 1988
Skills
Alternative Investments, Asset Management, Banking, Bloomberg, Business Strategy, Cash Management, Commercial Lending, Credit, Credit Analysis, Derivatives, Due Diligence, Equities, Finance, Financial Analysis, Financial Risk, Financial Structuring, Hedge Funds, Investments, Loans, Management, Mergers, Middle Market, Portfolio Management, Private Equity, Relationship Management, Securities, Series 63, Strategic Financial..., Strategic Planning, Structured Finance, Venture Capital, Asset Allocation, Business Development, Capital Markets, Commercial Banking, Corporate Finance, Credit Risk, Emerging Markets, Financial Modeling, Financial Services, Fixed Income, Investment Banking, Leveraged Finance, Mutual Funds, Risk Management, Series 7, Strategic Partnerships, Strategy, Treasury Management, Valuation
Education
Harvard University 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Noble and Greenough
OppenheimerFunds, Inc April 2011 - Present
FarView Capital Advisors May 2009 - June 2011
Equinox Capital Management June 1992 - April 2008
Brinson Partners May 1985 - June 1992
Morgan Guaranty Trust Company May 1984 - May 1985
American National Bank & Trust Company January 1981 - May 1984
Airco, Inc September 1978 - September 1980
New Jersey Treasury September 1977 - September 1978
Skills
Hedge Funds, Portfolio Management, Investments, Investment Banking, Investment Strategies, Equity Research, Finance, Private Equity, Strategy, Mutual Funds, Asset Allocation, Series 63, Fund Of Funds, Portfolio Optimization, Fixed Income, Series 7, Investment Management, Trading, Alternative Investments, Valuation, Bonds, Derivatives, Capital Markets, Equities, Investment Advisory, Securities, Asset Managment, Financial Markets, Wealth Management, Institutional..., Economics, Financial Modeling
Education
The University of Chicago Booth School of Business 1980 — 1983
MBA, Finance & Accounting
Rutgers University-New Brunswick 1973 — 1977
AB, Economics
Charlotte Event& MeetingPlanners Association October 2014 - Present
APS Events and Travel March 2014 - Present
Empowering Todays Professionals March 2010 - Present
APS Events and Travel May 2000 - Present
Time Warner Cable December 2004 - July 2008
Brooklyn Queens Parent Magazine May 2002 - August 2004
Blackstone Valley Tribune August 1998 - March 2001
The Larkin Group June 1992 - May 1996
Eastern Paralyzed Veterans Association September 1986 - October 1989
Morgan Guaranty Trust Company September 1981 - August 1985
Skills
Parties, Charity, Cross-functional Team..., Corporate Events, Live Events, Media Buying, Birthdays, Anniversaries, Strategic Partnerships, Hospitality, Weddings, Event Management, Wedding Planning, Trade Shows, Leadership, Catering, Meeting Planning, Marketing, Social Networking, Social Media, Sponsorship, Advertising, Management, Social Media Marketing, Entertainment, Marketing Communications, Customer Service, Music, Budgets, Public Relations, Fundraising, Program Management, Fundraisers, Event Planning, Coordinating Events, Time Management, Strategy, B2B, Nonprofits, Sales, Public Speaking, Strategic Planning, Negotiation, Small Business, Online Marketing, Analysis, CRM, Private Events, Entrepreneurship, Networking
Education
University of Phoenix 2009 — 2011
Associates of Arts, Hospitality, Travel & Tourism
City University of New York-Queens College 1982 — 1983
Business Management
Murry Bergtraum H.S 1978 — 1981
Secretarial Science
Grantham University
NH Accents Fine Crafts, LLC September 1997 - Present
UNIVERSAL PACKAGING CORPORATION January 1991 - January 1997
SKY MEADOW CONSTRUCTION January 1986 - January 1988
MORGAN GUARANTY TRUST COMPANY January 1982 - January 1986
BANKERS TRUST COMPANY January 1974 - January 1982
Skills
Cabinetry, Woodworking, Custom Furniture, Walls, Contractors, Construction, Furniture, Wood, Custom Furniture Design, Millwork, Interiors, Residential, Finishing, Architectural Drawings, Small Business, Renovation, SketchUp, Budgets, Antiques, Furnishings, Green Building, Carpentry, Finish, Upholstery, Residential Homes, Interior Design, Sketching, Joinery, Built-ins, Fine Furniture, Cabinet, Restoration, Doors, Building Materials
Education
New York Institute of Technology 1980 — 1984
AAS, Architecture
New York City Community College 1976 — 1979
Associate's degree, Architecture
South Nassau Communities Hospital April 2014 - Present
South Nassau Communities Hospital August 2013 - April 2014
Long Island Heart Associates January 2013 - August 2013
NYC Dept of Corrections October 2001 - February 2012
NYC Dept of Corrections May 1991 - October 2001
Willkie, Farr & Gallagher March 1989 - July 1990
Morgan Guaranty Trust Company March 1988 - February 1989
US Army March 1984 - March 1988
Morgan Guaranty Trust Company July 1981 - February 1984
Skills
Medical Billing & Coding, Microsoft Office, Typing, Spreadsheets, Invoicing, Training, Medical Coding, Management, CPT, Research, Supervisory Skills, Human Resources, Healthcare, Security, ICD-9, EHR, HIPAA
Education
Molloy College 2014 — 2015
ICD 10 CM AND ICD 10 PCS
The Roxbury Institute for Medical Management 2011 — 2012
CPC Certification
John Jay College
Correction Administration
LaGuardia Community College
Secretarial Science
Consolidated Edison Company November 2001 - Present
Consolidated Edison Company January 1998 - October 2001
Consolidated Edison Company February 1992 - December 1997
Consolidated Edison Company July 1986 - February 1992
Rees, Pereira & Company September 1983 - July 1986
Morgan Guaranty Trust Company March 1982 - August 1983
Skills
Risk Management, Credit Risk, Derivatives, Energy Trading, Hedging, FAS 133, FAS 157, Risk, Credit, Trading, Energy, Corporate Finance, Market Risk, Financial Analysis, Capital Markets, Commodity Markets, Investments, Financial Risk, Program Management, Project Management, Natural Gas
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance
Brandeis University 1974 — 1978
BS, Biochemistry
Christopher Columbus HS
Duke University Fuqua School of Business
Josey Young and Brady Realty LLC January 2005 - Present
Binswanger/CBB January 2002 - December 2003
Credit Suisse 1997 - 2002
E&Y Kenneth Leventhal Real Estate Group (Ernst & Young, LLP) January 1995 - January 1997
Satulah Group January 1991 - January 1994
Young Seaboard Properties January 1984 - January 1991
Tartan-Morstan a Morgan Stanley Realty/Ayrshire Corporation January 1982 - January 1984
Morgan Guaranty Trust Company January 1981 - January 1982
Citicorp/Citibank January 1977 - January 1980
Skills
Real Estate, Residential, Real Estate Development, Investments, Brokerage, Investors, Investment Properties, Land, Sellers
Education
The College of William and Mary - The Mason School of Business 1975 — 1977
MBA, Business
The University of Georgia 1970 — 1974
Bachelors Degree, Business Administration/Real Estate and Urban Development
Westminster Schools 1964 — 1970
College Prep, High School
JPMorgan Chase June 1982 - Present
Morgan Guaranty Trust Company June 1982 - Present
JPMorgan Chase & Co. 1982 - Present
JPMorganChase 1982 - Present
Skills
Portfolio Management, Financial Risk, Financial Analysis, Vendor Management, Banking, Credit, FX Options, Basel II, Risk Management, Fixed Income, Market Risk
Education
Bryant University 1978 — 1982
Finance, Mathematics
Bryant University 1978 — 1982
Finance, Mathematics
JPMorgan Chase June 1986 - June 2007
Indiana University January 1984 - January 1985
Bank of New York Mellon January 1983 - January 1984
Morgan Guaranty Trust Company January 1979 - January 1983
Education
NYU School of Professional Studies 2010 — 2011
Java Programming Certificate
John Dewey High School
State University of New York at Stony Brook
BA, English Literature
University of Utah
RBC Capital Markets January 2010 - Present
Morgan Stanley Smith Barney April 2009 - January 2010
JP Morgan Chase 2001 - 2008
J.P. Morgan Securities, Inc. 1983 - 2008
JPMorgan 1983 - 2008
Morgan Guaranty Trust Company July 1983 - 1987
Fidelity Union Trust Company 1979 - 1981
Skills
Equities, Equity Research, Project Management, Contract Negotiation, Financial Markets, Capital Markets, Bonds, Management, Strategy, Leadership, Investment Banking, Fixed Income, Financial Services, Hedge Funds, Business Strategy, Competitive Analysis, Mergers & Acquisitions, Asset Management, Risk Management
Education
University of Virginia - Darden Graduate School of Business Administration 1981 — 1983
MBA
Dartmouth College 1975 — 1979
BA, Economics
Unnamed Hedge Fund May 2011 - Present
Indus Capital April 2010 - April 2011
Behar Bertron PLLC May 2009 - April 2010
Atticus Capital LP January 2007 - January 2009
Sidley Austin LLP August 2004 - December 2006
Thelen Reid & Priest LLP December 1999 - May 2001
U.S. Securities and Exchange Commission February 1997 - December 1999
Prudential Insurance Company of America January 1995 - January 1997
Morgan Guaranty Trust Company January 1989 - January 1994
Shearman & Sterling January 1987 - January 1988
Skills
FINRA, Hedge Funds, Corporate Law, Securities Regulation, Securities, SEC, Investment Advisers Act, Mergers & Acquisitions, Broker-Dealer, Mergers, Investments, Equities, Financial Services, Corporate Finance, Due Diligence, Arbitration, Asset Management
Education
Seton Hall University School of Law 1992 — 1996
JD, Law
Boston College 1984 — 1986
BA, History, Speech Communications
Fordham University 1982 — 1984
History
Fordham Preparatory School 1978 — 1982
Guggenheim Securities, LLC April 2010 - Present
LBBW Securities, LLC September 2008 - April 2010
Dresdner Kleinwort 2002 - 2008
Deutsche Bank 1995 - 2000
Morgan Guaranty Trust Company September 1983 - August 1995
Education
Middlebury College 1979 — 1983
BA
Northfield Mt. Hermon 1975 — 1978
High School, General
The Church Pension Group July 2000 - Present
J.P. Morgan Investment Management Inc. February 1984 - December 1999
Morgan Guaranty Trust Company June 1968 - February 1984
Skills
Investments, Hedge Funds, Asset Management, Fixed Income, Private Equity, Risk Management
Education
Saint Peter's University 1964 — 1968
BS, Accounting
Boy Scouts of America 1995 - 2011
Texas Workers Compensation Commission May 1996 - October 1998
Texas State Department of Insurance May 1988 - May 1989
Texas State Auditor's Office November 1981 - May 1988
Morgan Guaranty Trust Company February 1980 - August 1981
Bankers Trust Company March 1976 - September 1979
Irving Trust Company September 1974 - March 1976
Skills
Fundraising, Project Planning, Leadership Development, Non-profits, Volunteer Management, Auditing, Public Speaking, Coaching, Community Outreach, Board Development, Program Management, Team Leadership, Internal Audit, Leadership, Government, Program Development, Volunteer Recruiting, Nonprofits, Training, Policy
Education
New York University - Leonard N. Stern School of Business 1975 — 1981
MBA, Computer Applications and Information Systems
Smith College 1970 — 1974
AB, Economics
Greenberg Traurig May 2009 - Present
DLA Piper (US) LLP September 2005 - May 2009
Akin Gump Strauss Hauer & Feld LLP July 2000 - September 2005
Battle Fowler LLP 1995 - 2000
Kaye Scholer LLP September 1988 - August 1995
Citibank - North American Investment Bank August 1987 - September 1988
Morgan Guaranty Trust Company April 1984 - August 1987
Peat, Marwick, Mitchell & Co. 1979 - 1984
Skills
Attorney, Corporate Law, Corporate Governance, Mergers, Private Equity, Due Diligence, Joint Ventures, Securities Regulation, Mergers & Acquisitions, Venture Capital, Private Placements, International Law, Cross-border..., Commercial Litigation, Securities, Corporate Finance
Education
Fordham University School of Law 1984 — 1988
JD
Manhattan College 1981 — 1984
MBA, International Business
Manhattan College 1975 — 1979
BSBA, Accounting
St. Vincent's Medical Foundation March 2011 - Present
Advanced Engineering Products January 2008 - January 2011
Zen Software Inc. January 1992 - January 2011
Manufacturers Hanover Trust 1985 - 1992
Chase Manhattan Bank 1985 - 1992
Morgan Guaranty Trust Company 1981 - 1985
University of Bridgeport 1979 - 1981
Skills
C++, C#, JavaScript, HTML, HTML 5, CSS, CSS3, XML, MySQL, SQL, VBA, jQuery, Raiser's Edge, Crystal Reports, Web Design, Web Development, Photoshop, Microsoft Excel, Microsoft Word, Flash, NetCommunity, Dreamweaver, Database Design, Programming, SharePoint, Access, Data Analysis, Microsoft SQL Server, OS X, Software Documentation, Windows, Databases, Website Development, WordPress, Web 2.0, Training, Visio, Healthcare Information..., Public Speaking, Management
Education
University of Bridgeport 1979 — 1981
Master of Science (MS) and Sixth Year, School Psychology
Kean University
Bachelor's degree, Psychology
New York State Department of Labor April 2010 - Present
Era Excelle Realty Corp January 2004 - Present
Arrowpak July 2008 - December 2009
Arrowpak Inc July 2008 - December 2009
Arrowpak Inc May 2006 - June 2008
FILLMORE REAL ESTATE May 2000 - November 2003
Ciamaltha Inc November 1999 - September 2000
Morgan Guaranty Trust Co January 1997 - January 1999
Morgan Guaranty Trust Co January 1990 - January 1996
Morgan Guaranty Trust Company January 1988 - January 1990
Skills
Selling, Sellers, Real Estate, Foreclosures, Sales, Marketing, Relocation, Rentals, Short Sales, New Home Sales
Education
Kingsborough Community College
NYC Community College
Business Administration
Goodspeed Capital Advisors, LLC February 2012 - Present
Old Mutual Global Index Trackers U.S. LLC October 2010 - October 2011
J.P. Morgan Investment Management Inc. 1991 - 1998
JP Morgan Investment 1991 - 1998
Morgan Guaranty Trust Company 1973 - 1991
Skills
Investments, Asset Management, Valuation, New Business Development, Portfolio Management, Strategic Partnerships, Business Strategy, Marketing, Strategic Planning, Start-ups, Global Business..., Financial Markets, Mergers, Business Development, Hedge Funds
Education
Columbia Business School
Master of Business Administration (MBA), Finance, General
Princeton University
BSE, Aerospace & Mechanical Sciences
ClipperData March 2013 - Present
ClipperData LLC 2012 - 2014
Try It Local July 2012 - August 2012
Genscape, Inc. December 2000 - June 2002
Logic Innovations March 1999 - December 2000
Nicholas-Applegate Capital Management January 1997 - February 1999
General Instruments December 1995 - December 1996
Morgan Guaranty Trust Company May 1994 - March 1995
Fuji Capital Markets Corp April 1993 - May 1994
Loan Pricing Corp July 1992 - March 1993
Skills
JavaScript, Perl, Bash, Linux, full stack, jQuery, SQL, PHP, Unix Shell Scripting, User Interface Design, Web Applications, Ad Hoc Reporting, Web Scraping, Postgres, phplot, Network Administration, greasemonkey, tampermonkey
Education
New York University 1989 — 1992
Bachelor of Arts (B.A.), Computer Science