NatWest Securities
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NatWest Securities Employees
Employee
Years
Job
Industry
steve reedy steve reedy's NatWest Securities Experience April 1997 - December 1999
Job Stamford Campus Director and Chair, Stanwich World Missions at Stanwich Congregational Church
Industry Religious Institutions
Experience
Stanwich Congregational Church July 2013 - Present
Stanwich Congregational Church July 2013 - Present
James T Reedy Sr. Scholarship Fund April 2003 - Present
ABC of Wilton June 2007 - March 2014
Kiwanis Club of Wilton October 2011 - September 2013
SOURCE Serving Our Children Everywhere September 2006 - June 2012
Wilton Football Boosters January 2009 - December 2010
Covenant Church of Easton January 2006 - December 2006
Deutsche Bank January 2000 - December 2005
NatWest Securities April 1997 - December 1999
Skills
Biblical Studies, Pastoral Counseling, Youth Ministry, Theology, Pastoral Care, Discipleship, Preaching, Management, Volunteer Management, Leadership, Leadership Development, Team Building, Community Outreach
Education
Alliance Theological Seminary 2007 — 2014
Master of Divinity (M.Div.), Missions
Penn State University 1979 — 1983
Bachelor of Business Administration (B.B.A.), Finance
Penn State University 1979 — 1983
Bachelor of Science (BS), Finance
Stanwich Congregational Church July 2013 - Present
Stanwich Congregational Church July 2013 - Present
James T Reedy Sr. Scholarship Fund April 2003 - Present
ABC of Wilton June 2007 - March 2014
Kiwanis Club of Wilton October 2011 - September 2013
SOURCE Serving Our Children Everywhere September 2006 - June 2012
Wilton Football Boosters January 2009 - December 2010
Covenant Church of Easton January 2006 - December 2006
Deutsche Bank January 2000 - December 2005
NatWest Securities April 1997 - December 1999
Skills
Biblical Studies, Pastoral Counseling, Youth Ministry, Theology, Pastoral Care, Discipleship, Preaching, Management, Volunteer Management, Leadership, Leadership Development, Team Building, Community Outreach
Education
Alliance Theological Seminary 2007 — 2014
Master of Divinity (M.Div.), Missions
Penn State University 1979 — 1983
Bachelor of Business Administration (B.B.A.), Finance
Penn State University 1979 — 1983
Bachelor of Science (BS), Finance
Barry Kleiman, MBA Barry Kleiman, MBA's NatWest Securities Experience 1996 - 1997
Job Business Coach Helping people achieve their dream of business ownership and coaching them to maximize their profits.
Industry Professional Training & Coaching
Experience
The Entrepreneur's Source of Westchester March 2009 - Present
Needham & Company July 2004 - June 2008
Bear Stearns May 2003 - May 2004
Credit Suisse First Boston February 1997 - May 2003
NatWest Securities 1996 - 1997
Lehman Brothers June 1989 - June 1996
Skills
Franchise Consulting, Entrepreneurship, Small Business, Coaching, Business Planning, Strategic Planning, Start-ups, Start A Business, Business Opportunities, Franchise Opportunities, Franchise Coaching, Franchising, Investments, New Business..., Fundraising, Sales, Leadership Development, Executive Coaching, New Business Development, Business Coaching, Organizational..., Mergers & Acquisitions, Leadership, Strategy, Management Consulting, Executive Management, Team Building, Training, Consulting, Strategic Partnerships, Business Development, Business Strategy, Time Management, Marketing, Management, Marketing Strategy, Career Development, Public Speaking, Lead Generation, Sales Process, Workshop Facilitation, Business, Selling, Career Management, Career Counseling, Recruiting, Nonprofits, Organizational..., Change Management, Staff Development
Education
Baruch College, City University of New York (CUNY) 1981 — 1986
MBA, Finance & Investments
Tufts University 1974 — 1978
B.S., Psychology
The Entrepreneur's Source of Westchester March 2009 - Present
Needham & Company July 2004 - June 2008
Bear Stearns May 2003 - May 2004
Credit Suisse First Boston February 1997 - May 2003
NatWest Securities 1996 - 1997
Lehman Brothers June 1989 - June 1996
Skills
Franchise Consulting, Entrepreneurship, Small Business, Coaching, Business Planning, Strategic Planning, Start-ups, Start A Business, Business Opportunities, Franchise Opportunities, Franchise Coaching, Franchising, Investments, New Business..., Fundraising, Sales, Leadership Development, Executive Coaching, New Business Development, Business Coaching, Organizational..., Mergers & Acquisitions, Leadership, Strategy, Management Consulting, Executive Management, Team Building, Training, Consulting, Strategic Partnerships, Business Development, Business Strategy, Time Management, Marketing, Management, Marketing Strategy, Career Development, Public Speaking, Lead Generation, Sales Process, Workshop Facilitation, Business, Selling, Career Management, Career Counseling, Recruiting, Nonprofits, Organizational..., Change Management, Staff Development
Education
Baruch College, City University of New York (CUNY) 1981 — 1986
MBA, Finance & Investments
Tufts University 1974 — 1978
B.S., Psychology
Gerry Plant Gerry Plant's NatWest Securities Experience December 1996 - March 1998
Job Independent Financial Services Professional
Industry Financial Services
Experience
Deutsche Bank 1998 - 2005
NatWest Securities December 1996 - March 1998
Morgan Stanley 1979 - 1995
Options Clearing Corporation 1975 - 1979
A.G. Becker 1968 - 1975
A.G. Becker & Co., Inc. 1968 - 1975
Skills
Prime Brokerage, Equity Derivatives, Hedge Funds, Options, Financial Analysis, Equities, Middle Office, Derivatives, Trading Systems, Securities, Commodity, Hedging, Alternative Investments, Capital Markets, Emerging Markets, Swaps, Market Making, Investment Banking, Series 63, Equity Trading, Equity Research, Market Risk, Financial Markets, Corporate Actions, Electronic Trading, FX Options, Credit Derivatives, Bloomberg, Fixed Income, Collateral Management, Settlement, Securities Lending, Trading Strategies, Investments, Mutual Funds, Portfolio Management, Asset Allocation, Proprietary Trading, Trading, Series 7, Financial Services, Wealth Management, Interest Rate..., Back Office, Market Data, Structured Products, Bonds, FINRA, Asset Management, ETFs
Education
Brooklyn Prep 1962 — 1965
Fordham University
Deutsche Bank 1998 - 2005
NatWest Securities December 1996 - March 1998
Morgan Stanley 1979 - 1995
Options Clearing Corporation 1975 - 1979
A.G. Becker 1968 - 1975
A.G. Becker & Co., Inc. 1968 - 1975
Skills
Prime Brokerage, Equity Derivatives, Hedge Funds, Options, Financial Analysis, Equities, Middle Office, Derivatives, Trading Systems, Securities, Commodity, Hedging, Alternative Investments, Capital Markets, Emerging Markets, Swaps, Market Making, Investment Banking, Series 63, Equity Trading, Equity Research, Market Risk, Financial Markets, Corporate Actions, Electronic Trading, FX Options, Credit Derivatives, Bloomberg, Fixed Income, Collateral Management, Settlement, Securities Lending, Trading Strategies, Investments, Mutual Funds, Portfolio Management, Asset Allocation, Proprietary Trading, Trading, Series 7, Financial Services, Wealth Management, Interest Rate..., Back Office, Market Data, Structured Products, Bonds, FINRA, Asset Management, ETFs
Education
Brooklyn Prep 1962 — 1965
Fordham University
Clifford F. Ransom II Clifford F. Ransom II's NatWest Securities Experience 1996 - 1998
Job President and Founder, Ransom Research, Inc. "The Way of Lean Investing"
Industry Research
Experience
Ransom Research, Inc. 2003 - Present
Lean Horizons; Lean Value Stream, Simpler; SISU; and TBM 2003 - Present
Shingo Prize Academy for Operational Excellence 2001 - Present
Shingo Insitute, Home of the Shingo Prize for Enterprize Excellence May 2012 - 2014
Shingo Prize Academy for Operational Excellence 2011 - 2014
Janney Montgomery Scott 2001 - 2002
State Street Research and Management 1998 - 2001
NatWest Securities 1996 - 1998
Raymond James Financial Inc. 1992 - 1996
Ferris, Baker Watts 1982 - 1992
Skills
Investments, Lean Management, Industrial investment..., Lean cultural..., Equity Research, Independent Equity..., Institutional Research, Lean Manufacturing, Lean Thinking, Lean Transformation, Lean Consulting, Lean Consulting..., Lean Investing, Public Speaking, Lean Presentations, Lean and Investing, Management, Six Sigma, Industrial Engineering, Equities, Private Equity, Strategy, Value Stream Mapping, Operational Excellence, Operations Management, Venture Capital, Kaizen, Analysis, Financial Modeling, Management Consulting, Competitive Analysis, Kanban, Continuous Improvement, Business Strategy, Cross-functional Team..., Process Engineering, Executive Management, Start-ups, Consulting, Mergers & Acquisitions, Product Development, Business Planning, Manufacturing Operations, Performance Improvement, Entrepreneurship, Change Management, Acquisition Integration, Program Management, Manufacturing..., Business Transformation
Education
Princeton University 1963 — 1967
Bachelor's degree, Romance Languages and Literature
Johns Hopkins SAIS 1967 — 1969
Master's degree, International Relations and Economics
Loyola University 1978 — 1980
Master of Business Administration (MBA), Business
Choate Rosemary Hall 1959 — 1963
Ransom Research, Inc. 2003 - Present
Lean Horizons; Lean Value Stream, Simpler; SISU; and TBM 2003 - Present
Shingo Prize Academy for Operational Excellence 2001 - Present
Shingo Insitute, Home of the Shingo Prize for Enterprize Excellence May 2012 - 2014
Shingo Prize Academy for Operational Excellence 2011 - 2014
Janney Montgomery Scott 2001 - 2002
State Street Research and Management 1998 - 2001
NatWest Securities 1996 - 1998
Raymond James Financial Inc. 1992 - 1996
Ferris, Baker Watts 1982 - 1992
Skills
Investments, Lean Management, Industrial investment..., Lean cultural..., Equity Research, Independent Equity..., Institutional Research, Lean Manufacturing, Lean Thinking, Lean Transformation, Lean Consulting, Lean Consulting..., Lean Investing, Public Speaking, Lean Presentations, Lean and Investing, Management, Six Sigma, Industrial Engineering, Equities, Private Equity, Strategy, Value Stream Mapping, Operational Excellence, Operations Management, Venture Capital, Kaizen, Analysis, Financial Modeling, Management Consulting, Competitive Analysis, Kanban, Continuous Improvement, Business Strategy, Cross-functional Team..., Process Engineering, Executive Management, Start-ups, Consulting, Mergers & Acquisitions, Product Development, Business Planning, Manufacturing Operations, Performance Improvement, Entrepreneurship, Change Management, Acquisition Integration, Program Management, Manufacturing..., Business Transformation
Education
Princeton University 1963 — 1967
Bachelor's degree, Romance Languages and Literature
Johns Hopkins SAIS 1967 — 1969
Master's degree, International Relations and Economics
Loyola University 1978 — 1980
Master of Business Administration (MBA), Business
Choate Rosemary Hall 1959 — 1963
ED KOLESHNICK ED KOLESHNICK's NatWest Securities Experience 1995 - 1998
Job Independent Professional Licensed Chauffeur
Industry Financial Services
Experience
Ed Koleshnick September 2013 - Present
UBS April 2012 - December 2012
RBS Global Banking & Markets November 2010 - November 2011
Deutsche Bank Securities October 1995 - July 2009
NATWEST SECURITIES 1995 - 1998
S.G. WARBURG 1985 - 1995
Cowen and Company 1981 - 1983
Skills
Settlements, Customer Service, Fixed Income, Equities, Reconciliations, Bonds, Securities, Derivatives, Middle Office, Back Office, Excel, Funding, Change Management, Word, DTC, Physical Security, Account Reconciliation, Settlement
Education
Kingsborough Community College
BS, Business Administration
Ed Koleshnick September 2013 - Present
UBS April 2012 - December 2012
RBS Global Banking & Markets November 2010 - November 2011
Deutsche Bank Securities October 1995 - July 2009
NATWEST SECURITIES 1995 - 1998
S.G. WARBURG 1985 - 1995
Cowen and Company 1981 - 1983
Skills
Settlements, Customer Service, Fixed Income, Equities, Reconciliations, Bonds, Securities, Derivatives, Middle Office, Back Office, Excel, Funding, Change Management, Word, DTC, Physical Security, Account Reconciliation, Settlement
Education
Kingsborough Community College
BS, Business Administration
Anne Kavanagh's NatWest Securities Experience 1990 - 1997
Job Managing Member at Kavanagh Consulting LLC
Industry Retail
Experience
Kavanagh Consulting LLC July 2014 - Present
U.S. Vision November 2010 - July 2014
Kavanagh Consulting LLC January 2001 - November 2010
PaineWebber 1999 - 2000
Prudential Securities 1998 - 1999
Salomon Brothers 1997 - 1998
NatWest Securities 1990 - 1997
Drexel Burnham Lambert 1983 - 1990
IBM 1981 - 1983
Education
Boston College 1977 — 1981
Bachelor’s Degree, Majors: Finance and Marketing, Magna Cum Laude
Kavanagh Consulting LLC July 2014 - Present
U.S. Vision November 2010 - July 2014
Kavanagh Consulting LLC January 2001 - November 2010
PaineWebber 1999 - 2000
Prudential Securities 1998 - 1999
Salomon Brothers 1997 - 1998
NatWest Securities 1990 - 1997
Drexel Burnham Lambert 1983 - 1990
IBM 1981 - 1983
Education
Boston College 1977 — 1981
Bachelor’s Degree, Majors: Finance and Marketing, Magna Cum Laude
William Vogel CFA's NatWest Securities Experience July 1993 - December 1995
Job Equity Portfolio Manager: Strategic Valuation with Catalyst
Industry Financial Services
Experience
Merlin Securities July 2010 - February 2012
Omega Advisors December 2007 - May 2009
Harbor View Growth Equity Management May 2006 - November 2007
Cerberus Capital Management November 2005 - August 2006
Context Parters LLC January 2003 - December 2004
Wasatch Advisors 2001 - 2002
Winstar Communications January 1999 - December 2000
Bank of America January 1997 - October 1998
Dillon Read & Co January 1996 - December 1996
NatWest Securities July 1993 - December 1995
Skills
Equities, Investments, Equity Research, Valuation, Sell Side, Hedge Funds, Private Equity, Due Diligence, Venture Capital, Capital Markets, Bloomberg, Portfolio Management, Trading, Asset Management, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Investment Management, Management, Investment Banking
Education
Harvard University 1980 — 1985
AB, Government / International Political Economy
Merlin Securities July 2010 - February 2012
Omega Advisors December 2007 - May 2009
Harbor View Growth Equity Management May 2006 - November 2007
Cerberus Capital Management November 2005 - August 2006
Context Parters LLC January 2003 - December 2004
Wasatch Advisors 2001 - 2002
Winstar Communications January 1999 - December 2000
Bank of America January 1997 - October 1998
Dillon Read & Co January 1996 - December 1996
NatWest Securities July 1993 - December 1995
Skills
Equities, Investments, Equity Research, Valuation, Sell Side, Hedge Funds, Private Equity, Due Diligence, Venture Capital, Capital Markets, Bloomberg, Portfolio Management, Trading, Asset Management, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Investment Management, Management, Investment Banking
Education
Harvard University 1980 — 1985
AB, Government / International Political Economy
Marcy Yeamans's NatWest Securities Experience 1994 - 1996
Job Energy Equity Analyst at STRS Ohio
Industry Investment Management
Experience
State Teachers Retirement System of Ohio 2005 - Present
Banc One Investment Advisors (now owned by JP Morgan Chase) 2000 - 2004
J.B. Were & Son (now owned by Goldman Sachs) 1998 - 2000
Merrill Lynch 1996 - 1998
NatWest Securities 1994 - 1996
Public Employee Retirement System of Ohio 1989 - 1994
Education
The Ohio State University
BS, Agriculture, Business Minor
Thunderbird School of Global Management
MIM, International Management
State Teachers Retirement System of Ohio 2005 - Present
Banc One Investment Advisors (now owned by JP Morgan Chase) 2000 - 2004
J.B. Were & Son (now owned by Goldman Sachs) 1998 - 2000
Merrill Lynch 1996 - 1998
NatWest Securities 1994 - 1996
Public Employee Retirement System of Ohio 1989 - 1994
Education
The Ohio State University
BS, Agriculture, Business Minor
Thunderbird School of Global Management
MIM, International Management
zak gordon's NatWest Securities Experience February 1990 - July 1992
Job Owner, Arcadia investment Corporation
Industry Financial Services
Experience
Arcadia Investment Corporation September 1994 - Present
Pacific Crest Securities October 1992 - August 1994
Natwest Securities February 1990 - July 1992
Skills
Investments, Mergers & Acquisitions, Due Diligence, Corporate Finance, Capital Markets, Strategy, Equities, Hedge Funds, Business Strategy, Financial Modeling, Strategic Planning, Portfolio Management, Financial Analysis, Business Development, Entrepreneurship
Education
DePaul University 1975 — 1978
JD, Law
Beloit College 1969 — 1973
BA, History/Economics
Arcadia Investment Corporation September 1994 - Present
Pacific Crest Securities October 1992 - August 1994
Natwest Securities February 1990 - July 1992
Skills
Investments, Mergers & Acquisitions, Due Diligence, Corporate Finance, Capital Markets, Strategy, Equities, Hedge Funds, Business Strategy, Financial Modeling, Strategic Planning, Portfolio Management, Financial Analysis, Business Development, Entrepreneurship
Education
DePaul University 1975 — 1978
JD, Law
Beloit College 1969 — 1973
BA, History/Economics
Janet Pressel's NatWest Securities Experience 1996 - 1998
Job Owner at Inn at Glencairn
Industry Hospitality
Experience
Inn at Glencairn 2003 - Present
Bessemer Trust 1998 - 2003
NatWest Securities 1996 - 1998
Education
New York University, Stern School of Business 1994 — 1996
MBA
Kent State University 1986 — 1990
Bachelor of Business Administration (BBA), Finance and International Business
Inn at Glencairn 2003 - Present
Bessemer Trust 1998 - 2003
NatWest Securities 1996 - 1998
Education
New York University, Stern School of Business 1994 — 1996
MBA
Kent State University 1986 — 1990
Bachelor of Business Administration (BBA), Finance and International Business