Royal Bank of Scotland
Industry: Retail banking company
DescriptionThe Royal Bank of Scotland, commonly abbreviated as RBS, is one of the retail banking subsidiaries of The Royal Bank of Scotland Group plc, together with NatWest and Ulster Bank. Credit card support: 0370 600 0459 Headquarters: Edinburgh Parent organization: Royal Bank of Scotland Group Number of employees: 71,200 Subsidiaries: The One account, Adam and Company, Executives: Ross McEwan (CEO), Katie Murray (CFO),
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Royal Bank of Scotland Employees
Royal Bank of Scotland May 2015 - Present
Royal Bank of Scotland June 2014 - May 2015
David Landau & Associates, LLC June 2013 - July 2013
WeiserMazars LLP June 2012 - August 2012
Skills
Sarbanes-Oxley, COSO Framework, Internal Controls, Internal Audit, Enterprise Risk..., Visio, Vision, Tax Accounting
Education
Emory University - Goizueta Business School 2010 — 2014
Finance and Strategy & Management Consulting
Royal Bank of Scotland April 2015 - Present
Sberbank CIB February 2014 - April 2015
Renaissance Capital January 2010 - February 2014
Barclays Capital October 2005 - January 2010
Citi September 2003 - October 2005
Skills
Change Management, Corporate Finance, Financial Markets, Valuation, Investment Banking, Banking, Fixed Income, Hedge Funds, Capital Markets, Trading Systems, Equity Derivatives, Financial Modeling, Emerging Markets, Equities, Derivatives, FX Options, Project Management
Education
Pace University - Lubin School of Business 2000 — 2002
MBA, Financial Management
Finance University under the Government of the Russian Federation 1995 — 2000
Bachelor's degree, International Economics
Swipely September 2015 - Present
Sanford C. Bernstein June 2013 - August 2015
Hilltop Consultants August 2009 - May 2013
Georgetown Collegiate Investors 2010 - December 2012
Credit Suisse June 2012 - August 2012
Royal Bank of Scotland June 2011 - August 2011
Skills
Marketing Strategy, Sales, New Business Development, Business Strategy, Relationship Management, Product Development, CRM, Management Consulting, Strategic Planning, Financial Analysis, Economics, Emerging Markets, Portfolio Management, Microsoft Excel, Risk Management, Equities, PowerPoint, Financial Modeling, Investments, Asset Management
Education
Georgetown University 2009 — 2013
Bachelor's Degree, Mathematics and Russian
The American School in London 2005 — 2009
John F Kennedy
RBS Citizens February 2014 - Present
Royal Bank of Scotland January 2007 - Present
HypoVereinsbank 2001 - 2007
The Recovery Fund 2000 - 2001
Societe Generale 1998 - 2000
Deutsche Bank 1984 - 1997
Skills
Credit Risk, Credit Analysis, Corporate Finance, Financial Analysis, Cash Flow Forecasting, Communication Skills, Teamwork, Hedge Funds, Portfolio Management, Banking, Financial Modeling, Credit, Capital Markets, Leveraged Finance, Fixed Income, Investment Banking, Structured Finance, Valuation, Finance, Project Finance, Financial Risk, Building Relationships, Commercial Banking, Financial Structuring, Investments, Risk Management
Education
Fordham University - Graduate School of Business Administration
MBA, Finance, 3.5 GPA
Fordham University
Bachelor of Science, Economics, 3.7 GPA
Royal Bank of Scotland September 2013 - Present
Bloomberg June 2011 - September 2013
Georgia Institute of Technology July 2007 - June 2011
Skills
Machine Learning, R, Matlab, Numerical Analysis, Monte Carlo Simulation, Statistics, Modeling, Derivatives, Time Series Analysis, Fixed Income, Data Analysis, C++, Quantitative Finance, Stochastic Calculus
Education
Georgia Tech 2007 — 2011
Doctor of Philosophy (PhD), Mechanical Engineering
University of Notre Dame 2005 — 2007
Master of Science (M.S.), Theoretical and Mathematical Physics
University of Science and Technology of China 2001 — 2005
Bachelor of Science (B.S.), Theoretical and Mathematical Physics
Royal Bank of Scotland March 2012 - Present
RBS Sempra Commodities February 2009 - March 2012
Atlas Air November 2008 - January 2009
Pepsi Beverages Company September 2008 - October 2008
Helm Capital Group November 2006 - August 2008
Byte Interactive (now Story Worldwide) January 2007 - April 2008
GE Power & Water November 2005 - December 2006
Focus Features May 2003 - May 2005
Other Engagements November 1997 - April 2003
Conley Corporation June 1995 - October 1997
Skills
Financial Reporting, Financial Analysis, Budgets, Sarbanes-Oxley Act, Auditing, Strategic Financial..., Strategic Consulting, SOX, Audit, Budgeting, Investments, Excel
Education
Pace University - Lubin School of Business 1982 — 1985
CPA-MBA, Financial Management
Fordham University 1978 — 1982
BA, Economics
Sikorsky Aircraft December 2014 - Present
Royal Bank of Scotland February 2011 - December 2014
PricewaterhouseCoopers July 2008 - February 2011
Skills
IT Audit, Sarbanes-Oxley Act, Information Security, Enterprise Risk..., CISA, Internal Audit, Financial Risk, Risk Management, Business Process, Internal Controls, Governance, Auditing, External Audit, Risk Assessment, Financial Analysis, Financial Reporting
Education
Fairfield University 2004 — 2008
BS, Mathematics and Finance
Oracle March 2015 - Present
Royal Bank of Scotland June 2013 - December 2014
Zions Bancorporation February 2009 - June 2013
Novell November 2006 - February 2009
Gold Systems April 2005 - November 2006
Consulting Solutions International July 2004 - April 2005
Ultradent Products, Inc. December 2001 - July 2004
TruTek March 1999 - December 2001
Independent Consultant October 1997 - March 1999
Perot Systems May 1993 - October 1997
Skills
Oracle, PL/SQL, Oracle E-Business Suite, SQL, Oracle Applications, Oracle Reports, Oracle Forms, Business Analysis, Integration, Databases, Unix, Linux, Performance Tuning, Unix Shell Scripting, Enterprise Software, Software Development, Database Design, Requirements Analysis, Oracle SQL, Oracle PL/SQL, Oracle Financials, Programming, Perl, XML, ETL, Shell Scripting, Oracle SQL Developer
Education
Ferris State University 1989 — 1994
BS, Computer Programming
AQR Capital Management February 2012 - Present
Royal Bank of Scotland May 2011 - February 2012
Bridgewater Associates March 2008 - April 2011
Drake Management January 2006 - March 2008
GE Capital November 2004 - January 2006
Skills
Vendor Relationship..., Project Management, Fixed Income, SQL, Hedge Funds, Trade Operations, Mutual Funds, Settlement, Swaps, Derivatives, Trading, Back Office, Prime Brokerage, Asset Management, Equities, Securities, Settlements, Change, Customer Relations, Portfolio Operations, P&L reconciliation
Education
Fairfield University 2000 — 2004
BS, Finance and Accounting
Bay Shore High School 1996 — 2000
The TCW Group January 2015 - Present
Royal Bank of Scotland July 2013 - December 2014
Trust Company of the West June 2012 - August 2012
Royal Bank of Scotland June 2011 - August 2011
the Meg Whitman for Governor Campaign May 2010 - August 2010
Skills
Writing, Research, Policy Analysis, Social Media, Fundraising, Public Relations, Business Strategy, Analysis, Sales, Public Speaking, PowerPoint, Politics, Policy, Market Research, Community Outreach, Blogging, Economics, Event Planning, Strategic Planning, Data Analysis, Valuation
Education
Emory University - Goizueta Business School 2011 — 2013
BBA, Busines
Emory University - Goizueta Business School 2009 — 2013
Bachelor of Business Administration
Flintridge Preparatory School 2005 — 2009
Diploma, All
Emory University
Borderfree March 2015 - Present
Borderfree March 2014 - February 2015
Wayfair 2012 - March 2014
Longitude Capital Advisors January 2012 - September 2012
Waffle Shrine Aspen September 2010 - December 2011
Wine Country Baseball September 2009 - October 2010
ING June 2008 - August 2008
Royal Bank of Scotland June 2007 - August 2007
Skills
Microsoft Excel, PowerPoint, Start-ups, Process Improvement, Customer Relations, Operations Management, Strategic Business..., Innovation, Customer Service, Strategic Planning, Leadership, Microsoft Word, Financial Modeling, Research, Financial Analysis, Analysis, Management, Competitive Analysis, Marketing, Social Media
Education
Emory University 2005 — 2009
Bachelor of Arts (B.A.), Economics, Finance, Philosophy
The Brunswick School / Greenwich Academy 1998 — 2005
Ernst & Young December 2013 - Present
Sapient Global Markets October 2010 - December 2013
Royal Bank of Scotland October 2009 - June 2010
Deutsche Bank July 2006 - February 2009
Merrill Lynch April 2005 - June 2006
GlobeOp Financial Services July 2004 - April 2005
Richard C. Young & Co. - Investment Advisors September 2003 - April 2004
Skills
FX, Derivatives, Investment Banking, Hedge Funds, Trading, Alternative Investments, Equities, Bloomberg, Securities, Options, Portfolio Management, Capital Markets, Swaps, Trading Systems, Business Analysis, Customer Relations, Compliance, Funding, Excel, Electronic Trading, Access, Prime Brokerage, Hedging, FX Options, Finance, Middle Office, Microsoft Excel, Risk Management
Education
Fordham University - Graduate School of Business Administration 2006 — 2008
MBA, Finance
University of Rhode Island 2000 — 2004
BS, Finance, Economics
Cazenovia High School 1996 — 2000
Regents Diploma
Luquire George Andrews June 2015 - Present
Mynt Clothing Boutique September 2013 - May 2014
Royal Bank of Scotland June 2013 - August 2013
Skills
Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Strategic Communications, Photoshop, Media Relations, Press Releases, Facebook, Microsoft Word, Public Relations, Public Speaking, Social Networking, Research, Event Planning, Advertising, Leadership, Banking
Education
Elon University 2011 — 2015
Bachelor of Arts (B.A.), Strategic Communications
ACS Cobham International School 2007 — 2011
High School
Financial Engines February 2015 - Present
Klara November 2014 - January 2015
MullinTBG, a Prudential Financial company July 2012 - January 2015
Westfield October 2009 - July 2012
JCDecaux April 2010 - August 2010
Royal Bank of Scotland September 2008 - July 2009
Citizens Bank December 2004 - August 2008
Citizens Bank December 2007 - May 2008
Skills
Scarborough, Eblasts, Press Releases, Corporate Communications, Marketing, Advertising, Facebook, Sales, Journalism, Social Networking, Television, Newsletters, Social Media Marketing, Email Marketing, Marketing Communications, Digital Marketing, Digital Strategy, Management, Social Media
Education
Northwestern University 2013 — 2015
Master of Science (MS), Integrated Marketing Communications
Emerson College 2004 — 2008
BS, Communications, Writing & Publishing
Deloitte May 2015 - Present
DTCC August 2012 - May 2014
University at Albany Student Association, Inc. October 2011 - May 2012
University at Albany Business Mentorship Program February 2011 - May 2012
University at Albany Educational Opportunity Program Office September 2010 - May 2012
University at Albany International Student & Scholar Services Office August 2011 - August 2011
Royal Bank of Scotland June 2011 - August 2011
University at Albany Japanese Student Association May 2010 - May 2011
Bank of China June 2010 - August 2010
Skills
Mandarin, Japanese, Capital Markets, Corporate Finance, Financial Analysis, Problem Solving, Marketing Strategy, Press Releases, Research, Photoshop, Microsoft Office, Excel, Word, PowerPoint, Outlook, SAP BPC, JD Edwards, Lotus Notes, Public Speaking, Bloomberg, Statistics, Facebook, Forecasting, Microsoft Word, Data Analysis, Analysis, Spanish, Time Management, Budgets, Financial Modeling, Microsoft Excel, Finance, Market Research, Leadership, Nonprofits, Bloomberg Terminal, Economics, Accounting, Teamwork, Financial Statements, Financial Accounting, Financial Reporting, Risk Management, Access, Social Networking, Marketing, Business Analysis, Equities
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
Master's Degree, Quantitative Finance
State University of New York at Albany 2008 — 2012
Bachelor's Degree, Business Administration - Finance & Marketing Concentration
Greenwich Academy 2007 — 2007
Novartis Pharmaceuticals Canada August 2013 - Present
CDM Montreal November 2011 - July 2013
CDM Montreal April 2011 - November 2011
Ellis Consulting May 2010 - March 2011
Boomerang Pharmaceutical Communications October 2009 - April 2010
Boomerang Pharmaceutical Communications February 2007 - November 2009
Boomerang Pharmaceutical Communications July 2006 - January 2007
Steelcase January 2006 - July 2006
Pomarella June 2005 - August 2005
Royal Bank of Scotland March 2003 - August 2004
Skills
Digital Marketing, Marketing Strategy, Direct Marketing, Marketing, Brand Management, Project Management, Corporate Communications, Team Management, Analytics, PAAB/ASC, Online promotion, Sales, Salesforce.com, Wordpress, Presenting to Senior..., Launching New Brands, International Marketing, Social Media Listening, Social Media, Email Marketing, Digital Strategy, Online Marketing, Marketing Communications, Strategy
Education
IECS - The Strasbourg Graduate School of Management 2004 — 2006
DFIG (Masters)
Heriot-Watt University 2002 — 2006
International Business and Languages, 1st class M.A. Hons
Lime House School
Royal Bank of Scotland December 2012 - Present
T3 Trading Group, LLC January 2010 - December 2012
JPMorgan Chase August 2005 - August 2008
Citi January 2001 - March 2003
Skills
Banking, Mortgage Lending, Investments, Credit Analysis, Credit Risk, Credit, Commercial Banking, Retail Banking, Loans, Portfolio Management, Private Banking, Commercial Lending, Financial Risk, Investment Banking, Wealth Management, Loan Origination, Small Business Lending, Fixed Income, Capital Markets, Consumer Lending, Cross Selling, Equities, Corporate Finance, Derivatives, Series 7, Financial Advisory, Bonds, Financial Markets, Financial Structuring
Education
Fordham University 1998 — 2002
Bachelor of Arts (B.A.), Economics/Finance
Royal Bank of Scotland June 2012 - Present
RBS Global Banking & Markets December 2010 - June 2012
Human Resource Manager February 2008 - July 2010
Skills
Tax, Payroll, Account Reconciliation, Process Improvement, Journal Entries, Accounting, Financial Reporting, Financial Analysis, Accounts Payable, QuickBooks, Banking, General Ledger, Finance, Income Statement, Budgets
Education
Fordham University 2007 — 2009
BA, Organizational Leadership
College of Westchester 2005 — 2007
AAS, Accounting
GE September 2012 - Present
GE January 2012 - September 2012
GE September 2010 - January 2012
GE November 2009 - September 2010
National Gallery of Scotland May 2008 - July 2009
Edinburgh Napier University January 2009 - June 2009
Royal Bank of Scotland March 2007 - March 2008
Skills
Marketing Communications, Advertising, Digital Marketing, Problem Solving, Conflict Management, Social Media, Writing, Project Execution, Event Management, Photoshop, Public Speaking, Accountability, Microsoft Office, Apple Macintosh, Creative Briefs, Campaign Execution, Multicultural, B2B, Project Management, Marketing, Marketing Management
Education
Napier University 2008 — 2009
BHA Business, Business Management and Marketing
Budapest College of Communication and Business 2005 — 2008
Business Communication
Royal Bank of Scotland July 2010 - May 2012
UBS Financial Services September 2009 - January 2010
Diamondback Capital Management LLC June 2008 - August 2009
Skills
MBS, Bloomberg, Fixed Income, Financial Modeling
Education
Fairfield University 2010 — 2012
M.S. Finance
Fordham University 2006 — 2010
B.S. Finance
JPMorgan Chase & Co. January 2014 - Present
JPMorgan Chase 2011 - January 2014
Royal Bank of Scotland 2007 - January 2011
ABN AMRO Bank North America March 1993 - 2007
Skills
Liquidity Management, Transaction Banking, Liquidity, Cash Management, Treasury Management, FX, Commercial Banking, Working Capital..., Investments, Structured Products, Wholesale Banking, Capital Markets, Risk Management, Trade Finance, FX Options, Financial Structuring, Portfolio Management, Treasury, Internet Banking, Finance, Funding, Financial Transactions, Structured Finance, Financial Markets, Payments, SWIFT payments, Financial Institutions, ALM, Banking, Investment Banking, Operational Risk, Financial Risk, Credit Risk, Investment Management, Derivatives, Fixed Income, Basel II, Operational Risk...
Education
Fontys Hogescholen 1986 — 1991
Bachelor's degree, Business/Managerial Economics
Strabrecht college 1979 — 1986
Morgan Stanley May 2014 - Present
Royal Bank of Scotland November 2012 - May 2014
Merrill Lynch March 2011 - October 2011
Latham & Watkins LLP March 2007 - August 2010
Skills
Bloomberg Terminal, Excel, Access, PowerPoint
Education
Hofstra University 2010 — 2012
M.B.A.
Fairfield University 2002 — 2006
B.A., Political Science
JPMorgan Chase September 2013 - Present
BNP Paribas August 2012 - September 2013
Royal Bank of Scotland October 1998 - August 2012
RBS Greenwich Capital October 1998 - August 2012
Robinson Lerer & Montgomery March 1998 - October 1998
Arthur Andersen March 1996 - March 1998
Star Gas April 1994 - March 1996
US Air Force August 1988 - December 1991
Skills
Security, Unix, Integration, IT Management, Information Technology, Risk Management, Microsoft SQL Server, Active Directory, Management, Business Analysis, Information Security, Databases, IT Operations, Perl, Infrastructure, ITIL, Vendor Management, SQL, Agile Methodologies, SDLC, .NET, Software Development, SharePoint, Disaster Recovery, CRM, Information Security..., Sybase, Oracle, IT Strategy, Enterprise Architecture, Business Continuity, Incident Management, Requirements Analysis, Java, SQL Server, OBIEE, IT Architecture, Microsoft Exchange, Networking, IT Service Management, Firewalls, Service Delivery, Data Center, Governance, Testing, PMO, Computer Security
Education
Pace University 1993 — 1996
MS, Accounting
Embry-Riddle Aeronautical University 1990 — 1993
Bachelor of Science (B.S.), Professional Aeronautics
Domino's May 2015 - Present
Domino's Pizza June 2014 - May 2015
Ferris State University September 2013 - June 2014
Royal Bank of Scotland August 2012 - August 2013
Ferris State University May 2011 - May 2012
Ferris State University August 2010 - May 2012
Ferris State University June 2010 - May 2012
Ferris State University May 2011 - January 2012
Shopko January 2009 - December 2011
Huntington National Bank May 2010 - August 2010
Skills
Microsoft Office, Intercultural..., Teamwork, Team Leadership, Special Events, Event Planning, Proposal Writing, Grant Writing, Public Speaking, Small Groups, Organizing, Task Management, Speaking Engagements, Project Coordination, Outgoing, Personable, Task & Goal Oriented, Professional Writing, Speech Writing, Report Writing, Writing Skills, Organizational..., Team Coordination, Online Communications, Web Conferences, Compliance, Anti Money Laundering, Meeting Planning, Leadership, Research, Event Management, Recruiting, Social Networking, Internal Communications, Facebook, Team Building, Public Relations, Writing, Customer Service
Education
St. Mary's College 2012 — 2013
Post-Graduate Certificate, International Business Practice
Ferris State University 2009 — 2012
Bachelor of Arts (BA), Communication, General, 3.82
Royal Bank of Scotland September 2013 - Present
Skills
Accounting, Financial Analysis, Financial Reporting, Cash Management, Sarbanes-Oxley Act, Account Reconciliation, Internal Controls, Auditing, PeopleSoft, Analysis, Finance, Forecasting, Accounts Receivable, Variance Analysis, US GAAP, Banking, Financial Risk, Journal Entries, Process Improvement, Financial Statements, Financial Accounting, Strategic Financial..., Accruals, Internal Audit, Financial Services
Education
Fairfield University 2009 — 2012
MBA, Accounting Information Systems, Graduate
Fairfield University 2004 — 2008
Bachelors of Science, Accountancy
Investors Group Financial Services Inc. January 2014 - Present
Komilfo Property Development October 2012 - Present
Royal Bank of Scotland October 2009 - June 2012
Royal Bank of Scotland January 2008 - October 2009
ABN AMRO Bank 1999 - 2007
ABN AMRO Bank N.V. October 2005 - December 2005
ABN AMRO Rothschild May 2001 - September 2002
Universal Securities May 1996 - September 1998
Skills
Financial Advisory, Wealth Management, Investment Management, Portfolio Management, Retirement Planning, Business Tax Planning, Investment Banking, Equity Capital Markets, Capital Markets, Equities, Capital Structure, Investments, Strategic Financial..., Personal Tax Planning, IPO, Private Equity, Corporate Finance, Corporate Development, Loan Origination, Mergers & Acquisitions, Restructuring, Origination
Education
CFA Institute
Erasmus Universiteit Rotterdam 1991 — 1996
Master of Sc., Business Economics
St Andrew's International College, Spain 1988 — 1991
International General Certificate of Secondary Education
Datto, Inc. May 2015 - Present
RBS Markets and International Banking October 2014 - May 2015
Royal Bank of Scotland July 2012 - October 2014
RBS Global Banking & Markets June 2011 - May 2012
Fairfield University Computing and Network Services Student Computing May 2010 - November 2011
Skills
Java, SQL, Databases, C#, HTML, JavaScript, .NET, ASP.NET MVC, Entity Framework, LINQ, Perl, Unix, Business Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft SQL Server, Troubleshooting, XML
Education
Fairfield University 2008 — 2012
Bachelor of Science, Computer Engineering
Moody's Investors Service February 2014 - Present
Cook County Department of Revenue April 2013 - February 2014
Royal Bank of Scotland September 2011 - December 2012
Bank of America April 2009 - December 2010
Bank of America June 2006 - October 2009
Bank of America 2004 - 2006
Skills
Interest Rate..., Derivatives, Fixed Income, Structured Finance, Middle Office, Prime Brokerage, Investment Banking, Capital Markets, Equities, Options, Bloomberg
Education
Northwestern University - Kellogg School of Management 2009 — 2012
MBA, Finance, Strategy, Social Enterprise
Florida Agricultural and Mechanical University 1998 — 2002
Bachelor of Science, Finance
Whitney Young
Whitney Young
Goldman Sachs June 2014 - Present
Royal Bank of Scotland July 2013 - June 2014
RBS October 2009 - July 2013
Strategic Value Partners June 2008 - October 2009
Ernst & Young January 2003 - May 2008
Skills
Financial Reporting, Financial Analysis, Hedge Funds, Accounting, Internal Controls, Internal Audit, Operational Risk, Fixed Income, Due Diligence, Sarbanes-Oxley Act, Equities, Financial Modeling, Derivatives, Credit Risk, Financial Risk, Banking, Auditing, Valuation, Enterprise Risk...
Education
Fordham University 2000 — 2005
BS/MBA, Accounting/Finance
Royal Bank of Scotland March 2010 - Present
Skills
Performance Management
Education
Fairfield University
Synchrony Bank December 2014 - Present
RBS Citizens March 2011 - October 2014
RBS Citizens April 2010 - March 2011
Royal Bank of Scotland 2004 - April 2010
People's Bank 1986 - 2004
Peoples Bank 1986 - 2004
Skills
Banking, Vendor Management, Risk Management, Credit Cards, Consumer Lending, Change Management, Mortgage, Mortgage Lending, Team Leadership, Operational Risk..., Project Portfolio..., Call Center, Fraud Operations, Business Process..., Business Parternships, Outsourcing Management, Payment Card Processing, Financial Services, Call Centers, Leadership, Financial Risk, Strategic Planning, Management, Loans, Business Analysis, Outsourcing, Credit Risk, Credit, Financial Analysis, Strategy, Retail Banking, Process Improvement, Customer Experience, Relationship Management, Operational Risk, Commercial Banking, Payments, AML, Portfolio Management, Commercial Lending, Debit Cards, Credit Analysis, Fraud, Treasury Management, Small Business Lending, Internet Banking, Cash Management, Executive Management, Cross Selling
Education
Fairfield University 1975 — 1979
Bachelor of Arts, Political Science
Royal Bank of Scotland April 2012 - Present
Royal Bank of Scotland October 2011 - March 2012
Royal Bank of Scotland, N.V. (RBS N.V., F/K/A ABN-Amro Bank, N.V.) June 2009 - March 2012
Haiti Projects July 2011 - November 2011
RBS Citizens, N.A. October 2001 - May 2009
BancBoston Leasing / Fleet Capital Corporation August 1997 - August 2001
BankBoston 1991 - 1997
Skills
International Trade, Leasing, Commercial Banking, Consumer Finance, Lean Manufacturing, Mergers, Integration, Collections Management, Letters Of Credit, Marketing Strategy, Fundraising, Team Leadership, Contract Management, Customer Service, Microsoft Office, System Testing, Outsourcing, Risk Management, Letters of Credit, Financial Services, Mergers & Acquisitions
Education
Endicott College 2008 — 2011
MBA, Finance/Management
Bank Administration Institute 2007 — 2007
Southern New Hampshire University 1984 — 1988
BS Business Mgt., Business Major/Sales Minor
Moody's Corporation March 2014 - Present
Fannie Mae January 2013 - March 2014
Freddie Mac March 2012 - January 2013
Royal Bank of Scotland September 2007 - February 2012
Skills
Word, SQL Server, PowerPoint, Excel, Credit, Access, Portfolio Management, Visio, Microsoft Office, Analysis, Data Analysis, Risk Analysis, Credit Risk, Operational Risk, Risk, Internal Audit, Data Modeling, Statistical Modeling
Education
Emory University 2003 — 2007
Bachelor of Arts, Economics; Financial Economics; Business Policy Analysis
FrontFundr October 2013 - Present
Private Capital Markets Association of Canada (PCMA) January 2015 - Present
Equity Crowdfunding Alliance of Canada February 2014 - Present
ZING Capital Corp. 2011 - 2013
Royal Bank of Scotland June 2008 - July 2010
ABN AMRO June 2006 - May 2008
ABN AMRO January 2003 - May 2006
Van Spaendonck Management Consultants 1997 - 2002
Skills
Capital Markets, Emerging Markets, Business Development, Management, Project Management, Finance, Project Finance, Strategic Financial..., Management Consulting, Strategy, Investment Banking, Financial Analysis, Venture Capital, Entrepreneurship
Education
Erasmus University Rotterdam 1990 — 1997
MSc., Economics & Finance
Amsterdam Institute of Finance
Hybrid & Mezzanine Finance
Amsterdam Institute of Finance
Valuation & Modeling
Canadian Securities Institute 2011 — 2011
Canadian Securities Course
Investment Funds Institute of Canada
Officers' Partners' Directors' Course
RBS Citizens October 2013 - Present
RBS Citizens September 2012 - October 2013
Royal Bank of Scotland December 2011 - September 2012
Royal Bank of Scotland June 2010 - December 2011
Royal Bank of Scotland September 2009 - June 2010
Bank of America July 2007 - February 2009
JPMorgan May 1996 - April 2007
CIT Healthcare LLC 2007 - 2007
JPMorgan Chase / Bank One 1996 - 2007
Interpublic Group 1993 - 1996
Skills
Credit Analysis, Portfolio Management, Credit Risk, Credit, Banking, Risk Management, Commercial Banking, Investment Banking, Finance, Investments, Loans, Financial Risk, Financial Analysis, Leveraged Finance, Corporate Finance, Financial Structuring, Capital Markets, Commercial Lending, Due Diligence, Financial Modeling, Mergers & Acquisitions, Underwriting, Syndications, Relationship Management, Fixed Income, Structuring, Corporate Credit, Team Leadership, Team Building, Decision Making
Education
Fordham University - Graduate School of Business Administration 1989 — 1992
MBA, Finance
University at Albany, SUNY 1984 — 1988
BA, Economics
Arthur Bell, Certified Public Accountants July 2012 - Present
Arthur Bell, Certified Public Accountants July 2008 - June 2012
Arthur Bell, Certified Public Accountants July 2006 - June 2008
Arthur Bell, Certified Public Accountants July 2004 - June 2006
Trust Company of Australia 2001 - 2004
Merrill Lynch 2000 - 2001
Royal Bank of Scotland 1997 - 1999
Tattersalls 1994 - 1997
Skills
Tax Compliance, Alternative Investments, Excel, Equities, International Tax, Financial Modeling, Hedge Funds, Fund Of Funds, Offshore Funds, Schedule K-1s, Microsoft Excel, Financial Analysis, Accounting
Education
University of Ballarat 1990 — 1993
Business, Accounting, Information Systems
Folger Hill Asset Management LLC April 2015 - Present
Barclays Investment Bank November 2013 - April 2015
Royal Bank of Scotland July 2012 - November 2013
FMB Mulching May 2010 - July 2012
Royal Bank of Scotland June 2011 - August 2011
Huntington Bank June 2010 - August 2010
Merrill Lynch Wealth Management January 2010 - May 2010
Georgetown University August 2009 - January 2010
Skills
Investments, Technology, Mobile Payments, Chartered Financial..., NFC, EMV, Accounting, Finance, Investment Banking, Financial Modeling, Valuation, Credit Analysis, Debt Restructuring, Bloomberg, Behavioral Finance, Psychology, Corporate Finance, Research, Financial Analysis, Nonprofits, Financial Advisory, Banking, Fixed Income, Equities, Capital Markets, Bloomberg Terminal, Due Diligence, Equity Research, Strategy, Financial Markets, Business Valuation, Project Finance, Microsoft Excel, Competitive Analysis, Financial Statement..., Semiconductors, Semiconductor Industry, Series 79, Series 63, Smartphones, Bluetooth Marketing
Education
Georgetown University 2008 — 2012
Bachelor of Science, Business Administration
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science
Saint Ignatius High School 2004 — 2008
Bachelor's degree
Netflix April 2014 - Present
Morgan Stanley Expansion Capital August 2013 - April 2014
Morgan Stanley Expansion Capital August 2012 - August 2013
Morgan Stanley August 2010 - July 2012
Royal Bank of Scotland June 2009 - August 2009
Oppenheimer Corporation May 2008 - June 2008
Skills
Investment Banking, Industry Analysis, Equities, Financial Modeling, Valuation, Growth Capital, Principal Investing, Venture Capital, LBO, Business Strategy, Private Equity, Series 7, Mergers & Acquisitions, Investments, Competitive Analysis, Asset Management, Equity Research, Capital Markets, Finance, Corporate Finance, Emerging Markets
Education
Georgetown University, Edmund A. Walsh School of Foreign Service 2006 — 2010
Bachelor of Science, International Economics; Finance and Commerce
Georgetown University
RBS Markets and International Banking February 2014 - Present
RBS Citizens Group May 2011 - January 2014
RBS Global Banking & Markets March 2007 - April 2011
Royal Bank of Scotland 2005 - 2007
Natwest Bank, Royal Bank of Scotland Group October 2001 - 2005
Skills
Outsourcing, Strategy, Management, Contract Negotiation, Risk Management, Stakeholder Management, Leadership, Negotiation, Risk Assessment, Business Process, Portfolio Management, Program Management, Team Leadership, Budgets, Governance, Project Management, Vendor Management, Training, Due Diligence, Contract Management, Business Process..., Analysis, Facilities Management, Strategic Planning, Procurement
Education
Dartington College of Arts 1998 — 2001
BA Hons
Sir Henry Floyd Grammar School 1991 — 1998
Natixis North America July 2012 - Present
Natixis January 2010 - August 2012
Natixis June 2008 - December 2009
CB Richard Ellis March 2008 - April 2008
Oddo Securities February 2007 - August 2007
RBS Financial Markets June 2006 - September 2006
Royal Bank of Scotland September 2005 - January 2006
Skills
Series 7, FINRA, Fixed Income, Equities, Funding, Series 63, Swaps, ALM, Interest Rate..., Banking, Derivatives, Structured Products, Capital Markets, Options, Investment Banking, Financial Markets, Financial Structuring, Structured Finance
Education
ESCP Europe 2007 — 2008
Master's degree, Finance, General
IPAG 2003 — 2007
Bachelor's degree
Scotiabank August 2013 - Present
Bridgewater Consulting November 2012 - May 2013
HNW investments inc March 2012 - September 2012
TD Bank Group February 2011 - February 2012
Royal Bank of Scotland March 2007 - December 2009
Education
George Brown College 2010 — 2010
Welingkar Institute of Management 2007 — 2009
masters
Platinion North America – A company of the Boston Consulting Group August 2014 - Present
Bank of America September 2013 - August 2014
Deutsche Bank June 2011 - December 2011
Royal Bank of Scotland June 2010 - March 2011
Arab Banking Corporation January 2008 - March 2010
Morgan Stanley September 2002 - May 2007
Lehman Brothers August 2001 - September 2002
Credit Suisse First Boston February 2001 - May 2001
Merrill Lynch June 2000 - January 2001
Goldman Sachs, New York, NY September 1996 - June 2000
Skills
Risk Management, Equity Research, Portfolio Management, Investment Banking, Financial Risk, Market Risk, Credit Risk, Equity Valuation, Trading, Financial Modeling, Quantitative Finance, ETFs, Mutual Funds, Alternative Investments, Hedge Funds, Private Equity, Equity Derivatives, FX Options, Fixed Income, Credit Derivatives, Structured Products, Commodity, Emerging Markets, Business Analysis, Change Management, Project Management
Education
Georgia Institute of Technology
MBA, Finance/Accounting
Georgia Institute of Technology
Master's degree, Business Administration and Management, General
Royal Bank of Scotland January 2012 - Present
Royal Bank of Scotland September 2009 - January 2012
Royal Bank of Scotland July 2007 - September 2009
Skills
Interest Rate..., Swaps, Fixed Income, Vanilla and Exotic..., US Treasuries, Futures, OTC Derivatives, Portfolio Compression, Clearing Houses, Default Management, P&L Analysis, Dodd-Frank, Counterparty Exposure, Markitwire, Trade Capture, Settlements, Middle Office, Back Office, DTCC, ISDA Confirmations, Regulatory Compliance
Education
Fairfield University 2002 — 2006
Royal Bank of Scotland November 2014 - Present
Tradex Global Advisors, LLC July 2012 - October 2014
Fairfield University May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Social Media, Investments, Microsoft Word, Teamwork, Financial Analysis, Research, Microsoft Office, Bloomberg, Time Management, Customer Service, Accounting, Data Analysis, Market Research, Outlook, Public Speaking, Leadership, Financial Reporting, SPSS, Financial Accounting, Access
Education
Fairfield University 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Shelton High School 2006 — 2010
Royal Bank of Scotland July 2015 - Present
Royal Bank of Scotland June 2014 - August 2014
Education
Fairfield University 2011 — 2015
Royal Bank of Scotland November 2014 - Present
Morgan Stanley April 2014 - September 2014
Barclays Investment Bank September 2013 - March 2014
Morgan Stanley October 2011 - April 2012
Knight Capital Americas L.P November 2010 - April 2011
Camulos Capital L.P January 2008 - September 2008
Skills
Social Media, Public Speaking, Financial Modeling, Event Planning, Business Strategy, Project Management, Microsoft Excel, Microsoft Office, Editing, Social Networking, Marketing Strategy, Fundraising, Teaching, Sales, Digital Media, Event Management, Online Advertising, Community Outreach, Advertising, Higher Education, Account Management, Securitization, Banking, Customer Service, Research, Financial Analysis, Loans, Management, Microsoft Word, Finance, Leadership, Social Media Marketing, Analysis, Facebook, Financial Services, Investments, Portfolio Management, Risk Management, Public Relations, Marketing, Strategic Planning, Equities
Education
Fordham University 2003 — 2007
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Abraham Lincoln HS 1999 — 2003
Finance and Financial Management Services
GLC Advisors & Co., LLC July 2015 - Present
KIND March 2013 - May 2015
Royal Bank of Scotland June 2014 - August 2014
FTI Consulting May 2013 - July 2013
Vineyard Vines May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Social Media
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Bachelor's Degree, Accounting and Finance
Hunt & Gather, Inc. June 2014 - Present
Prosek Partners June 2012 - June 2014
Thomson Reuters May 2011 - June 2012
Thomson Reuters March 2010 - March 2011
The BIG Partnership October 2009 - March 2010
Engage Group February 2009 - September 2009
Royal Bank of Scotland 2008 - 2009
Skills
Media Relations, Event Management, Writing Skills, Internal Communications, External Relations, Award Submissions, Copy Editing, Public Relations, Editorial, International Relations, Press Releases, Marketing Communications, Copywriting, Strategic Communications, Digital Marketing, Reputation Management, Social Media Marketing, Social Media, Writing
Education
Edinburgh Napier University 2003 — 2007
2:1, BA (Hons) Communication, Advertising and Public Relations
St. Mary's College 2010 — 2011
International Business Practice
George Watson's College 1999 — 2003
Citi May 2014 - Present
Royal Bank of Scotland July 2012 - May 2014
Hongyuan Securities May 2011 - August 2011
Georgia Institute of Technology January 2011 - May 2011
Capital Futures Corp. January 2009 - March 2009
Skills
SAS, C++, Excel, Matlab, R, VBA, Optimization, Derivatives, Exotic Derivatives, Fixed Income Products, credit risk, Market Risk, Valuation
Education
Georgia Institute of Technology 2010 — 2011
Master of Science (MS), Quantitative and Computational Finance
Harbin Engineering University 2005 — 2009
Bachelor of Science (BS), Finance
Qingdao No.2 Middle School
Thomson Reuters Summer Associate Program June 2015 - Present
RBS Global Banking and Markets May 2013 - September 2014
Royal Bank of Scotland July 2012 - April 2013
Royal Bank of Scotland September 2010 - April 2012
The Practical Law Company May 2010 - September 2010
Designer Ideas Ltd June 2004 - January 2010
Skills
Project Management, Management, Training, Program Management, Strategy, Business Analysis, Risk Management, Financial Analysis
Education
Fordham Gabelli School of Business 2014 — 2016
Master of Business Administration (MBA), Accounting and Finance, In progress
The Open University 2005 — 2009
Bachelor of Laws (LLB)
UCL 2003 — 2004
Medicinal Chemistry
Nomura Securities June 2015 - Present
Nomura Securities June 2014 - August 2014
Royal Bank of Scotland January 2012 - May 2013
Royal Bank of Scotland May 2008 - December 2011
Skills
Corporate Finance, Financial Analysis, Investment Banking, Capital Markets, Financial Modeling, Bloomberg, Financial Risk, Portfolio Management, Credit Risk, Financial Institutions, DCF Valuation, Valuation, Credit Research, Banking, Credit Rating, Fixed Income, Investments
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Denison University 2003 — 2007
Bachelor of Arts (BA), Economics
Royal Bank of Scotland June 2015 - Present
Fairfield University September 2014 - May 2015
Fairfield University Club Lacrosse September 2012 - May 2015
Royal Bank of Scotland May 2014 - August 2014
Fairfield Preparatory School March 2013 - June 2014
New England Select Lacrosse League June 2012 - August 2013
Quannapowitt Yacht Club June 2008 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Market Research, Youth Mentoring, Youth Development, Sports Coaching, Coaching, Leadership, Teamwork, Social Networking, Higher Education, Time Management, Research, Economics, Teaching, Facebook, Event Planning, Public Speaking
Education
Dolan School of Business 2011 — 2015
Bachelor of Science (BS), Bachelor of Arts (BA), Finance, Economics
Fairfield University 2011 — 2015
Fairfield University 2011 — 2015
St. John's Prep 2007 — 2011
Royal Bank of Scotland July 2015 - Present
GE Energy Financial Services June 2014 - August 2014
R.C. Bigelow Tea Company 2014 - 2014
Skills
IT Strategy, SQL, Project Management, Leadership, Spanish
Education
Fairfield University 2011 — 2015
Major: Information Systems, Minors: Operations Management, Economics, Environmental Studies
Florence University of the Arts 2014 — 2014
Bernards High School 2007 — 2011
Navigant September 2014 - Present
Navigant August 2012 - September 2014
Navigant June 2011 - August 2011
Royal Bank of Scotland June 2010 - August 2010
Holistic Health Center of Southbury 2004 - 2009
Skills
Microsoft Excel, Financial Analysis, Access, Accounting, Data Analysis, PowerPoint, Microsoft Word, Bloomberg, VBA, Forensic Accounting, Consulting
Education
Emory University - Goizueta Business School 2009 — 2012
BBA, Finance, Accounting and Information Systems & Operations Management
Emory University 2008 — 2012
BS, Applied Mathematics, 3.95
Och-Ziff Capital Management June 2015 - Present
Royal Bank of Scotland July 2012 - May 2015
US Treasury June 2011 - March 2012
J. Crew June 2009 - June 2011
Georgetown University Athletics Department September 2009 - May 2011
Skills
Microsoft Excel, Bloomberg Terminal, PowerPoint, Data Analysis, Records Management, Customer Service, Financial Markets, Sales, Economics, Microsoft Office
Education
Georgetown University 2008 — 2012
Bachelor of Arts (B.A.), Majors: Economics and Government ; Minor: French
BDO USA, LLP October 2012 - Present
BDO USA, LLP January 2010 - September 2012
Royal Bank of Scotland January 2008 - May 2009
Skills
Financial Reporting, GAAP, US GAAP, Accounting, SEC filings, Auditing, Financial Analysis, Financial Accounting, Assurance
Education
Fairfield University 2005 — 2009
BS, Accounting
Meltwater Group September 2014 - Present
Meltwater Group November 2011 - August 2014
Meltwater Group August 2010 - October 2011
Royal Bank of Scotland June 2009 - August 2009
Skills
Business Development, SaaS, Competitive Analysis, Sales, Sales Management, New Business Development, Social Media, Salesforce.com, Lead Generation, Market Research, Account Management, B2B, Sales Process, Direct Sales, Social Media Marketing, Marketing Communications
Education
Georgetown University - The McDonough School of Business 2006 — 2010
Bachelor of Arts and Sciences, Finance and Management
Escola Superior de Comerc International - Barcelona 2008 — 2008
Business/Language Program, International Business
Royal Bank of Scotland March 2012 - March 2013
Malcolm & Cisneros Law Firm November 2010 - March 2012
Bloomingdale's April 2010 - July 2011
Skills
Microsoft Office, Legal Assistance, PowerPoint, Microsoft Excel, Legal Research, Legal Writing, Upstream Risk Management, Change Management, International Business..., International Business, Regulatory Affairs, Regulatory Analysis, Global Regulatory..., Creating Shared Value, Customer Service, Sales, Analysis, Management, Outlook, Banking, Risk Management, Business Analysis
Education
Saint Mary's University Twickenham 2012 — 2013
Master of Business Administration (MBA), International Business
Erasmus University Rotterdam 2009 — 2009
Comparative and EU Law
San Diego State University-California State University 2006 — 2009
Bachelor of Arts (B.A.), International Relations and National Security Studies
CustomInk December 2012 - Present
L2 Federal Resources June 2010 - October 2013
The Gladstone Companies September 2010 - November 2012
Royal Bank of Scotland July 2008 - September 2010
Skills
Financial Analysis, Financial Modeling, Financial Projections, Accounting, Portfolio Management, Excel, Acquisitions, Valuation, Feature Writing, Business Writing, Due Diligence, Creative Writing, Research, Investments, Microsoft Excel, Leveraged Finance, Fundamental Analysis, Feature Articles, Private Equity, Strategic Financial..., Corporate Finance, DCF, Business Valuation, LBO, Investment Banking, Venture Capital, Mergers & Acquisitions, Finance, Analysis, Business Strategy, Financial Planning
Education
Georgetown University - The McDonough School of Business 2006 — 2008
B.S. in Business Administration, Accounting
Royal Bank of Scotland September 2010 - Present
Skills
Economics, Capital Markets, Bloomberg, Equities, Fixed Income, Investment Banking
Education
Fordham University 2006 — 2010
BA, International Political Economy
Convent of the Sacred Heart 2002 — 2006
Royal Bank of Scotland July 2015 - Present
RBS June 2014 - August 2014
Kieve-Wavus Education June 2012 - August 2012
Horizons Student Enrichment Program June 2008 - August 2010
Skills
Squash, Lacrosse, Leadership Development, Bloomberg Terminal, Spanish, Microsoft Excel, Microsoft Word, Fixed Income, Microsoft Office, Public Speaking, PowerPoint, Research
Education
Georgetown University 2011 — 2015
Bachelor of Arts (B.A.), American Studies, Economics
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2013 — 2013
The Lawrenceville School 2008 — 2011
Diploma
Willis April 2014 - Present
Crystal & Company January 2010 - April 2014
Starr Companies November 2008 - January 2010
Royal Bank of Scotland May 2008 - October 2008
Skills
Brokers, Risk Management, Casualty, Equities, Insurance, Professional Liability, Mergers & Acquisitions, Financial Analysis, Commercial Insurance, Portfolio Management
Education
Fordham Gabelli School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Finance Concentration
The Johns Hopkins University 2004 — 2008
Bachelor of Arts (B.A.), Economics
The Episcopal High School 2000 — 2004
Red Antler March 2015 - Present
Red Antler April 2014 - December 2014
Martha Stewart Living Omnimedia November 2012 - April 2014
Royal Bank of Scotland July 2012 - September 2012
Royal Bank of Scotland June 2011 - August 2011
Jewelry For a Cause June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, At Multitasking, Interpersonal..., iPhoto, Organization, Highly detail oriented
Education
Elon University 2008 — 2012
Bachelor of Science, Business Administration
Richmond, The American International University 2010 — 2010
Greenwich Academy 1996 — 2008
BNY Mellon January 2012 - Present
Pottery Barn November 2009 - Present
BNY Mellon June 2011 - January 2012
Boston Bruins December 2010 - June 2011
Royal Bank of Scotland June 2009 - August 2009
Skills
Customer Service, Management
Education
Endicott College 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
May 2011Fisher College 2007 — 2011
Bachelor of Science, Management
Gould & Lamb, LLC June 2010 - Present
Rittman Mead November 2009 - June 2010
Andean Global Studies August 2009 - December 2009
Royal Bank of Scotland May 2008 - August 2009
Maxima January 2008 - May 2008
Eclectic July 2007 - May 2008
Eclectic Group Ltd July 2007 - May 2008
BT Exact July 2007 - September 2007
Skills
Business Intelligence, Siebel, OBIEE, Architecture, ETL, Data Modeling, Data Warehousing, Business Analysis, Dashboard, Business Intelligence..., Oracle, Analysis, Dimensional Modeling
Education
Edinburgh Napier University 2006 — 2008
MSc. Interactive System Design, Multimedia Development & Interactive System Design
Edinburgh Napier University 2003 — 2006
BSc. (Hons) Networked Computing, Networked/Clustered Computing
Royal Bank of Scotland October 2009 - Present
Washington Mutual 2005 - 2009
Southwest Corporate FCU July 2004 - September 2005
Bear Stearns July 2001 - June 2004
Education
Georgetown University 1997 — 2000
BSFS, Foreign Service
Broadridge February 2015 - Present
Broadridge Financial Solutions July 2014 - February 2015
NBCUniversal, Inc. May 2012 - July 2012
Royal Bank of Scotland May 2011 - August 2011
Skills
Analysis, Financial Risk, PowerPoint, Marketing, Social Media, Marketing Strategy, Event Management
Education
Georgetown University 2009 — 2013
Bachelor of Arts (B.A.), Government
Georgetown University
Royal Bank of Scotland June 2014 - August 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Leadership, Public Speaking
Education
Fairfield University 2011 — 2015
Bachelor of Science, Accounting, Graduate
St. Johns Preparatory School 2007 — 2011
Graduated with Honors in June 2011
PayPal 2011 - Present
Hack Reactor February 2014 - Present
Hack Reactor March 2015 - Present
Rakuten 2011 - 2013
Royal Bank of Scotland 2008 - 2010
Skills
JavaScript, OOP, Functional Programming, Python, Ruby, Git, Foreign Languages, Mandarin, French, Educational Technology, German, E-Learning, Linguistics, Spanish, Hungarian, E-commerce, Translation, Curriculum Design, Qualitative Research, Educational Assessment, Educational Research, Educational Consulting, Academic Writing, E-Learning Consulting, Cantonese, Blended Learning, Chinese, Natural Language..., International Relations, Tutoring, Japanese, International Education, Program Management
Education
Stanford University 2009 — 2010
Visiting Fellow, Linguistics
Harvard University 2003 — 2007
A.B., Linguistics
Fudan University 2006 — 2006
Study Abroad
Tsinghua University 2002 — 2003
Chinese Language
United World College of Hong Kong 2000 — 2002
International Baccalaureate
US Bank August 2001 - Present
Bank of Scotland March 1996 - July 2001
Sinister Developments Ltd July 1995 - July 1996
Royal Bank of Scotland July 1994 - July 1995
Skills
COBOL, DB2, SDLC
Education
Edinburgh Napier University 1986 — 1989
Bsc, Computer Science
VMware April 2013 - Present
Coupons Inc. November 2011 - April 2013
National Semiconductor June 2008 - December 2011
First Franklin Financial November 2005 - June 2008
Simucad Design Automation February 2005 - November 2005
Silvaco International November 2000 - February 2005
Royal Bank of Scotland July 1998 - November 2000
Skills
Virtualization, VMware, Disaster Recovery, VMware ESX, Data Center, Active Directory, Windows Server, DNS, SAN, Microsoft Exchange, Cloud Computing, Storage, Servers, Integration, Infrastructure, DHCP, Networking, IT Operations, Windows, Security, High Availability, Antivirus, Team Management, System Administration, Unix, Group Policy, SaaS, Technical Support, Troubleshooting, VMware Infrastructure, IT Management, Software Documentation, Cluster, Microsoft SQL Server, Pre-sales, VMware vSphere, Photography, Network Security, Citrix, TCP/IP, Management, Information Technology, vRealize Operations, vRealize Automation
Education
Edinburgh Napier University 1994 — 1995
Pg Dip
Edinburgh Napier University 1986 — 1989
BA
Royal Bank of Scotland May 2009 - Present
Advanced Computer Technologies February 1999 - May 2009
Pitney Bowes March 2005 - 2009
Chemtura 1999 - 2004
Caldor November 1996 - February 1999
Skills
Windows Server, Project Management, Disaster Recovery, Troubleshooting, Networking, VDI, Citrix, Technical Support, Active Directory, Data Center, Enterprise Software, Quality Assurance, Security, Oracle, Vendor Management, Storage, Netbackup, ILO, Cabling, Fiber Optic Networks, HP, Dell Computers, Dell PowerEdge Servers, HP Proliant, Sun, Cisco Technologies, Visio
Education
Fairfield University 1994 — 1998
Bachelor of Business Administration (BBA), Management Information Systems, General
Fannie Mae January 2015 - Present
Royal Bank of Scotland April 2011 - December 2014
Royal Bank of Scotland April 2009 - March 2011
Royal Bank of Scotland February 2007 - March 2009
Bridgewater Associates March 2005 - February 2007
Yale School of Management October 2002 - March 2005
Skills
Fixed Income, Derivatives, Middle Office, Change Management, Credit Derivatives, Trading, Hedge Funds, Trading Systems, Swaps, Interest Rate..., Capital Markets, Regulatory Compliance, Risk Management, Financial Risk, Equities, Management
Education
Fairfield University 1998 — 2002
Bachelor of Science, Computer Science
Ambac December 2006 - January 2009
Royal Bank of Scotland July 2002 - December 2006
TD Securities June 2001 - July 2002
Dresdner Kleinwort March 1997 - June 2001
Education
Georgetown University 1983 — 1987
Eliot Management Group January 2015 - Present
TSYS Merchant Solutions April 2014 - February 2015
Bank Of America Merchant Services July 2011 - March 2013
Royal Bank of Scotland November 2008 - July 2011
Skills
Mortgage Lending, Retail Banking, Credit Risk, Mortgage Banking, Small Business Lending, Salesforce.com, Direct Sales, Sales Management, B2B, Sales, Customer Service, Cold Calling, Sales Process, Business Development, Customer Retention
Education
El Camino Jr College 1978 — 1979
El Camino College
Standard Chartered Bank 2013 - Present
Royal Bank of Scotland 2011 - 2013
J.P. Morgan 2003 - 2011
PricewaterhouseCoopers 2000 - 2002
Skills
Structured Finance, Structuring, Bonds, ABS, Investment Banking, Supply Chain, Trade Finance, Recruiting, Mentoring, Originations, Sales, Auditing, Securitization, Asset-backed..., Due Diligence, Credit, Credit Risk, Credit Analysis, Risk, Underwriting, Risk Management, Corporate Finance, Capital Markets, Derivatives, Financial Analysis, Financial Modeling, Banking, Commercial Lending, Financial Structuring, Fixed Income, Management, People Development
Education
Emory University - Goizueta Business School 2002 — 2004
MBA, Finance, Management
Georgetown University - The McDonough School of Business 1996 — 2000
BSBA, Finance
The Pingry School 1992 — 1996
Royal Bank of Scotland Group December 2010 - Present
True North Chartering September 2010 - December 2010
Royal Bank of Scotland March 2008 - September 2010
McGladrey & Pullen January 2006 - March 2008
Chilton Investment Company January 2005 - August 2005
Skills
Financial Reporting, Financial Analysis, Financial Regulation, Project Planning, Project Delivery, Regulatory Projects, Reconciliation, Accounting, Excel, Bloomberg
Education
Fairfield University 2002 — 2007
Masters, Accounting
The Gunnery School 1998 — 2002
Wells Fargo Securities April 2015 - Present
Royal Bank of Scotland June 2013 - April 2015
Royal Bank of Scotland October 2012 - May 2013
Royal Bank of Scotland April 2012 - September 2012
Royal Bank of Scotland December 2009 - April 2012
RBS Greenwich Capital March 2008 - November 2009
RBS Greenwich Capital March 2003 - March 2008
RBS Greenwich Capital June 2001 - March 2003
Skills
Asset Backed Financing, Commercial Mortgages, Residential Mortgages, Securitization, Change Management, Treasury, Project Management, Capital Markets, Derivatives, Financial Modeling, Fixed Income, Portfolio Management, Investment Banking, Hedge Funds, Bloomberg, Risk Management, Banking
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance, Leadership and Change Management
Franklin & Marshall College 1997 — 2001
BA, Finance
Starbucks Coffee Company June 2007 - Present
Starbucks Coffee Company June 2007 - December 2007
Royal Bank Of Scotland January 2006 - August 2006
Ceekay Securities and Financial Services, Kolkata, India May 2004 - August 2004
Mother Teresa’s Missionaries of Charity May 2001 - May 2003
Education
The London School of Economics and Political Science (LSE) 2005 — 2006
Msc, Human Resources
Fergusson College 2003 — 2005
MA, Economics
Symbiosis institute of Management Studies 2000 — 2003
BA, Economics
Royal Bank of Scotland August 2011 - Present
Royal Bank of Scotland September 2008 - August 2011
ABN AMRO Bank December 2007 - August 2008
ABN AMRO Bank April 2007 - November 2007
ABN Amro Bank (Banco Real) July 2002 - February 2007
Information Technology Institute May 2001 - May 2002
Skills
Credit Risk, Banking, Portfolio Management, Loans, Financial Modeling, Financial Risk, Credit, Structured Finance, Derivatives, Capital Markets, Finance, Investment Banking
Education
Fundação Getulio Vargas 2005 — 2006
MBA, Risk Management
Universidade Estadual de Campinas 1999 — 2003
Bachelor, Economics
University of Michigan 1996 — 1997
English
Royal Bank of Scotland December 2009 - Present
The Royal Bank of Scotland December 2006 - November 2009
GE Money Bank April 1998 - December 2006
Education
Fairfield University
BA, Economics
Tiger Management July 2013 - Present
Royal Bank of Scotland July 2011 - July 2013
UBS Wealth Management September 2010 - December 2010
Markit June 2010 - August 2010
Skills
Equity Derivatives, Options, Swaps, Volatility, Convertible Bonds, Derivatives, Financial Risk, Credit Derivatives, Interest Rate..., Bonds, Equity Trading, Hedge Funds
Education
Georgetown University 2007 — 2011
BSBA, Finance and International Business
Università Commerciale 'Luigi Bocconi'
Royal Bank of Scotland March 2013 - Present
Ascend Pan-Asian Leaders February 2012 - Present
Royal Bank of Scotland July 2011 - February 2013
Northwestern Mutual May 2009 - August 2010
Fairfield University Dolan School of Business Finance Department January 2009 - February 2010
Intel Product(Chengdu)Co., Ltd July 2005 - December 2007
Skills
Financial Modeling, Corporate Finance, Finance, Bloomberg, Mergers & Acquisitions, Capital Markets, Financial Analysis, Valuation, Portfolio Management, Risk Management, Equities, Investment Management, Strategic Financial..., Investment Banking, Statistics, Management Consulting, Project Management, Outlook
Education
Fairfield University 2008 — 2011
MBA, Finance and Marketing
Citizens Financial Group, Inc. 1993 - Present
Royal Bank of Scotland 1993 - Present
RBS (Royal Bank of Scotland) 1993 - Present
The Royal Bank of Scotland Group 1993 - Present
Skills
Business Analysis, Banking, SDLC, Quality Assurance, Credit Cards, Project Delivery, PMO, Vendor Management, Requirements Analysis, Risk Management, Program Management, Financial Risk, Process Improvement, Databases, SQL, Project Management, Stakeholder Management, Change Management, Operations Management, Retail Banking, Credit Risk, Strategic Planning, Analysis, Financial Services, Requirements Gathering, Visio
Education
Fairfield University
BNY Mellon January 2013 - December 2013
Royal Bank of Scotland August 2010 - November 2011
BNY Mellon October 2009 - August 2010
Deutsche bank May 2008 - March 2009
Banc of America Securities September 2007 - April 2008
HSBC Securities March 2000 - July 2007
HSBC Securities November 1996 - February 2000
Education
Fordham University 2011 — 2015
BA/MBA
Saint Peter's University
Bristol-Myers Squibb January 2015 - Present
Bristol-Myers Squibb October 2013 - Present
Bristol-Myers Squibb July 2012 - October 2013
Bristol-Myers Squibb, Princeton, New Jersey January 2012 - July 2012
Royal Bank of Scotland July 2007 - September 2009
Volcafe Ltd. June 2004 - September 2006
Skills
SAP, Excel, Access, PowerPoint, Word, Commodities, Photoshop, Dreamweaver, Banking, Procurement, Credit, Loan IQ, Business Analysis, Financial Analysis, Microsoft Excel, Commodity, Sales, Microsoft Word, Loans, Financial Modeling, Strategic Sourcing, Analysis, Risk Management, Process Improvement, Supply Chain, Cross-functional Team..., Management, Strategy
Education
Rutgers University 2009 — 2012
Masters, Supply Chain Management, 3.7
Furman University 2003 — 2007
Bachelor of Arts, Business Administration
Holmdel High School 1999 — 2003
Royal Bank of Scotland July 2008 - Present
Fortis Bank January 2004 - December 2007
The New Power Company August 2001 - September 2003
Morgan Stanley February 1986 - April 2001
Bear Stearns May 1983 - January 1986
Skills
Credit Risk, Financial Institutions, Loans, Counterparty Risk, Derivatives, Capital Markets, Fixed Income, Investment Banking, Structured Finance, Structured Products, Banking, Portfolio Management, Hedge Funds, Market Risk, Financial Markets
Education
Fordham Gabelli School of Business
Finance
University of Pennsylvania
Bachelor of Arts (B.A.), Economics and Health Care Policy
Bank of America December 2002 - Present
Royal Bank of Scotland February 1997 - March 2002
RBS Greenwich Capital 1998 - 2002
NatWest Markets 1997 - 2002
UBS 1994 - 1997
Skills
Banking, Capital Markets, Internal Audit, Risk Management, Securities, Financial Risk, Management, AML, Derivatives, Operational Risk..., Fixed Income, Financial Analysis, Equities, Credit, Financial Services, Legal Discovery, Regulatory Relations, Regulatory Interactions
Education
Pace University 2004 — 2005
Certificate, Accounting
Fairfield University 1980 — 1984
BS, Finance
Archbishop Molloy 1976 — 1980
Fareportal April 2015 - Present
AMResorts July 2010 - March 2015
Edward Jones January 2010 - July 2010
CommonKindness 2009 - 2009
Merrill Brink International August 2006 - December 2007
Royal Bank of Scotland December 2005 - March 2006
Smurfit Kappa Group August 2003 - October 2005
Skills
Entrepreneurship, Management Consulting, Marketing, Account Management, Project Management, Microsoft Excel, Market Research, Sales, Hospitality, Strategic Planning, Financial Modeling, Event Management, Negotiation, Financial Analysis, Forecasting, Management, Spanish, Budgets, Customer Service, Marketing Communications, Business Strategy, Business Development, Social Media, Social Media Marketing, Leadership, Analysis, Marketing Strategy, Public Relations, Finance, Operations Management, Event Planning, New Business Development
Education
Fordham Gabelli School of Business 2008 — 2009
MBA, Finance, Management Systems
University of Scranton 1999 — 2003
BS, International Business
Colaiste Iognaid 1993 — 1999
Royal Bank of Scotland October 2007 - Present
Education
Fairfield University
Bachlors, Finance
Microsoft September 2012 - Present
Microsoft November 2010 - September 2012
Savvis Canada (formerly Fusepoint) June 2010 - November 2010
Fusepoint Managed Services March 2003 - June 2010
Quorum Network Resources Ltd October 2001 - February 2003
Royal Bank of Scotland 2001 - 2002
Scarlet Training February 2000 - September 2001
New Horizons Edinburgh October 1999 - February 2000
Amethyst Group July 1998 - September 1999
Skills
TMG, Active Directory, Windows, Server Architecture, Windows Server, Microsoft Exchange, Subbuteo, Unicorns, ISA, Microsoft Technologies, Proxy, Office 365, Cloud Computing, Hyper-V, Exchange, Exchange 2013, Exchange 2010, Exchange 2007, Exchange 2003, Failover Clustering, BPOS, Proxy, ISA, TMG, Windows Server 2008, Windows Server 2003, Windows Server 2000, Data Center, Disaster Recovery, DHCP, IIS, Virtualization, Servers, Troubleshooting, VMware, Powershell, SCCM, DNS, Enterprise Architecture, Security, System Deployment, TCP/IP, Firewalls, ITIL, VPN, Infrastructure, Architecture, Enterprise Software, High Availability, Microsoft Certified..., Pre-sales, Group Policy
Education
Edinburgh Napier University 1997 — 1998
Information Systems
Edinburgh University 1993 — 1997
BSc, Geography
Peebles High School
Royal Bank of Scotland 2013 - Present
Deloitte November 2009 - 2013
Fordham University May 2006 - May 2009
FOJP Service Corporation May 2008 - January 2009
Skills
Accounting, Microsoft Excel, Financial Reporting, PowerPoint, Microsoft Office, Microsoft Word, Valuation, Data Entry
Education
Fordham University 2005 — 2009
BS, Accounting
Royal Bank of Scotland April 2008 - October 2008
Royal Bank of Scotland January 2004 - September 2006
HBOS April 2003 - January 2004
Royal Bank of Scotland February 2003 - April 2003
AIB March 2000 - October 2000
Standard Life September 1998 - September 1999
Bank of Scotland March 1996 - September 1998
Royal Bank of Scotland January 1993 - March 1996
Education
Edinburgh Napier University 1983 — 1987
Computing & Data Processing, Information Technology
Carlson Capital, L.P. March 2011 - Present
Chapdelaine & Co. September 2009 - February 2011
Royal Bank of Scotland September 2007 - August 2009
Royal Bank of Scotland June 2006 - August 2007
Skills
Trading, Fixed Income, Capital Markets, Bloomberg, Financial Modeling, Portfolio Management, Private Equity, Valuation, Investment Banking, Equities, Investments, Equity Research, Derivatives, Leveraged Finance
Education
Georgetown University 2002 — 2006
Royal Bank of Scotland 2006 - Present
Royal Bank of Scotland 2003 - 2006
Rabobank International 1992 - 2003
Skills
Portfolio Management, Investment Banking, Capital Markets, Banking, Credit Risk, Credit Analysis, Structured Finance
Education
Franklin & Marshall College
Bachelor's Degree, Political Science and Government, Dean’s List/Honors List
RBS Markets and International Banking September 2013 - Present
RBS Markets & International Banking October 2012 - September 2013
RBS Markets & International Banking February 2012 - October 2012
Royal Bank of Scotland May 2011 - February 2012
Royal Bank of Scotland Group September 2009 - May 2011
Citi November 2008 - September 2009
Citi August 2007 - November 2008
Citi 2001 - 2004
Skills
Fixed Income, Middle Office, Equities, Securities, Trading, Finance, Analysis, Securities Lending, Settlement, Bloomberg, FINRA, Capital Markets, Swaps, Derivatives, Mutual Funds, Investment Banking, Management, International..., Hedge Funds, Banking, Risk Management
Education
Fordham University 1996 — 2000
BA, Economics, GPA 3.6
Royal Bank of Scotland September 2011 - August 2012
IBM Canada August 2007 - August 2011
IBM UK May 2006 - August 2007
ING DIRECT Australia April 2005 - July 2005
HBOS July 1997 - August 2000
Scottish Equitable 1994 - 1997
Skills
Virtualization, AIX, Technical Architecture, Disaster Recovery, Cluster, Solution Architecture, Data Center, Project Delivery, Enterprise Architecture, Storage, Infrastructure, Unix Shell Scripting, Solaris, Server Consolidation, HACMP, Cloud Computing, Linux, Server Architecture, Storage Area Networks, Data Migration, Vendor Management, IT Strategy, Pre-sales, System Deployment, Red Hat Linux, Service Delivery, Shell Scripting, High Availability, Architecture, Ksh, Integration, Unix, Enterprise Storage, IT Management, Sun, Systems Management, Servers, SAN, IBM AIX
Education
George Heriot's School 1983 — 1991
Edinburgh Napier University
BA, Business Administration
Royal Bank of Scotland September 2013 - Present
Nomura Securities 2010 - Present
DALC GEAR 2009 - 2010
Tudor Investment Corp July 2008 - January 2009
PricewaterhouseCoopers October 2007 - March 2008
Ski Skate and Board June 2002 - May 2007
Morgan Stanley June 2005 - August 2006
Merrill Lynch January 2005 - May 2005
A.G. Edwards & Sons, Inc. September 2004 - December 2004
Education
Fordham University 2003 — 2007
B.S., Accounting
CFA Institute
Level 1 candidate
Royal Bank of Scotland February 2009 - Present
Allen & Overy January 2007 - February 2009
Skills
Corporate Law, Securities Regulation, Corporate Governance, Structured Products, Capital Markets, ISDA, Structured Finance, Financial Risk, Hedge Funds, Due Diligence, Derivatives, Securitization, Cross-border..., Securities, Banking, Investment Banking, Legal Research, Private Equity, Fixed Income, Equities, AML
Education
Fordham University School of Law
Morgan Stanley July 2011 - Present
KGM Galleria LLC April 2011 - Present
Royal Bank of Scotland March 2010 - June 2011
Deloitte & Touche January 2008 - November 2009
Education
Gemological Institute of America-New York 2011 — 2011
Diamond Graduate
Seton Hall University, W. Paul Stillman School of Business 2004 — 2008
B.S. in Business Administration, Accounting, Finance
DHA Degree College for Men 2002 — 2004
Science
First Data Corporation July 2014 - Present
Morgan Stanley August 2012 - June 2014
Goldman Sachs April 2011 - July 2012
Royal Bank of Scotland April 2008 - April 2011
Bear, Stearns & Co. June 2007 - April 2008
Skills
Finance, Financial Analysis, Product Control, Financial Reporting, PnL, Commodity, Credit, Bonds, Loans, CDS, Risk Management, Pricing, Balance Sheet, Revenue Recognition, Month End Close, Budgets, Account Reconciliation, Financial Services, Variance Analysis, Accounting
Education
Fordham Gabelli School of Business 2009 — 2011
Masters in Business Administration, Finance and Business Economics
Fairfield University 2003 — 2007
Bachelor of Science, Accounting
Yorktown High School 1999 — 2003
BBVA Compass 2011 - Present
Royal Bank of Scotland 2005 - 2011
Deutsche Bank 2003 - 2005
TD Securities 2001 - 2003
First Union National Bank June 2000 - August 2000
Skills
Banking, Capital Markets, Commercial Banking, Credit, Credit Analysis, Credit Risk, Financial Analysis, Financial Modeling, Investment Banking, Loans, Portfolio Management, Restructuring, Commercial Lending
Education
Emory University - Goizueta Business School 1999 — 2001
MBA
Murray State University 1991 — 1992
MS, Economics
Mississippi State University 1988 — 1991
BBA, Economics
Genpact Headstrong Capital Markets January 2014 - April 2015
Credit Agricole June 2010 - December 2013
Royal Bank of Scotland July 2007 - March 2010
Expedite VCS November 2003 - July 2007
Skills
SQL, C#, Microsoft SQL Server, Software Project..., Perl, SSIS, Management, Databases, Unix, BizTalk, Microsoft Office, PL/SQL, Business Analysis, Oracle, Shell Scripting, Data Warehousing, SOA, XML, Requirements Analysis, Software Development
Education
Fashion Institute of Technology 1995 — 1999
Bachelor's degree, Marketing Communications
Royal Bank of Scotland September 2002 - Present
Skills
Investment Banking, Capital Markets, Fixed Income, Derivatives, Banking, Financial Analysis, Corporate Finance
Education
Fordham Gabelli School of Business 1996 — 1998
Bachelor of Science (BS), Finance and Financial Management Services
Royal Bank of Scotland August 2010 - Present
Skills
Bloomberg, Fixed Income, Financial Analysis, Bloomberg Terminal, Economics, Microsoft Excel, Country Risk Analysis, PowerPoint, Macroeconomics, Fixed Income Analysis
Education
Georgetown University 2006 — 2010
BS, International Economics
VMware March 2014 - Present
Georgia Institute of Technology January 2013 - December 2013
Royal Bank of Scotland April 2011 - July 2012
Accenture July 2008 - March 2011
Skills
Java, Usability Testing, SQL, Requirements Analysis, JavaScript, User Interface Design, Software Development, CSS, User Experience, Wireframes, XML, Requirements Gathering, Agile Methodologies, Information Architecture, Usability, Android Development, Scala, Cloud Storage, Ext JS, Bugzilla, RESTful WebServices
Education
Georgia Institute of Technology 2012 — 2013
Master of Science (M.S.), Computer Science, 3.81
Institute Of Technology And Management 2004 — 2008
BE, IT
HSBC March 2008 - Present
BMO Capital Markets 2003 - 2008
Agilent Technologies 2000 - 2002
Royal Bank of Canada 1997 - 1999
Royal Bank of Scotland 1994 - 1997
Skills
International Business, New Business Development, Business Relationship..., Commercial Banking, Commercial Lending, Capital Markets, Credit Analysis, Treasury Management, Relationship Management, Banking
Education
Heriot-Watt University
MSc - International Banking & Finance
Napier University
Business Administration and Management, General
Third Avenue Management June 2015 - Present
Royal Bank of Scotland July 2009 - Present
Imperial Capital Bank September 2008 - July 2009
Bear Stearns January 1999 - June 2008
UBS Investment Bank June 1998 - January 1999
Mobil Oil - Chalmette Refinery June 1994 - June 1998
Skills
High Yield, Capital Markets, Equities, Fixed Income, Distressed Debt, Casino Gaming, Hotel Financing, Investment Banking, Hedge Funds
Education
Georgetown University 1991 — 1994
BS, Accounting
U.S. Naval Academy 1990 — 1991
Royal Bank of Scotland March 1997 - Present
Asahi Bank September 1994 - March 1997
Skills
Banking, Loan Documentation, Middle Office, Back Office, Loans, Investment Banking, Credit, Syndications, Trade Finance, Commercial Banking, Commercial Lending, Compliance, Securitization, Payments, Risk, Loan Servicing, Leveraged Finance, Integration, Syndication, Trading, Operations Management, Business Analysis, User Acceptance Testing, Funding, Business Requirements, Project Delivery, Requirements Gathering, Data Mapping, Basel II, Structured Finance, Financial Risk, Credit Risk, Interest Rate..., Structured Products, FX Options
Education
Fairfield University 1989 — 1993
BS Math, Math, Computers, Economics
Jones Lang LaSalle August 2013 - Present
Royal Bank of Scotland October 2010 - March 2013
Royal Bank of Scotland 2006 - 2010
Citizens Bank 2004 - 2006
Citizens Bank 1999 - 2004
Charter One Bank 1997 - 1999
St. Paul Federal Bank 1995 - 1997
St. Paul Federal Bank 1993 - 1995
Skills
Retail Banking, Purchasing Supplies, Purchasing Negotiation, Purchase Management, Facilities Operations, Facilities Management, Multi-Site Facilities, Vendor Contracts, Vendor Relationships, Vendor Management Skills, Build Out, Building Maintenance, Building Project..., Commercial Project..., P&L Management, P&L Operations, P&L review, Bank Conversions, Signage, Banking, Leadership, Commercial Banking, Project Management, Small Business Lending, Commercial Lending, Cross Selling, Contract Management, Credit, Consumer Lending, Loans, Portfolio Management, Financial Risk, Vendor Management, Budgets, Management, Risk Management, Contract Negotiation, Operations Management, Team Leadership, Purchasing, Customer Satisfaction, Executive Management
Education
Elmhurst College 1990 — 1995
BS, Organizational Management
Royal Bank of Scotland April 2013 - Present
RBS March 2007 - Present
Skills
Middle Office, Fixed Income, Derivatives, Capital Markets, Bloomberg, Investment Banking, Credit Derivatives, FX Options, Bonds, Financial Analysis, Securities, Swaps
Education
Fairfield University 2010 — 2013
Master of Business Administration (MBA), Finance, General
University of New Hampshire -- Peter T. Paul College of Business and Economics 2001 — 2005
Bachelor of Science, Finance
Royal Bank of Scotland February 2011 - Present
First New York Securities March 2002 - November 2010
Instinet Corporation January 1997 - March 2002
Instinet Corporation December 1992 - December 1996
Marine Midland Bank December 1990 - December 1992
Oppenheimer & Co. February 1989 - December 1990
Oppenheimer & Co. January 1985 - January 1989
Skills
Account Reconciliation, Equities, Settlement, Trading, Mergers & Acquisitions, Hedge Funds, Asset Managment, Management, Middle Office, Securities, Capital Markets, Investment Banking, Back Office, Electronic Trading, Fixed Income, Commodity, Microsoft Excel, Prime Brokerage, Bloomberg, Options, Trading Systems, Asset Management, FX Options, Valuation, Credit, Derivatives, Proprietary Trading, Accounting, Bonds, Investments
Education
Fairleigh Dickinson University
Bachelor of Science, Econonics and Finance
Friedman LLP December 2014 - Present
Marks Paneth LLP September 2014 - December 2014
Marcum LLP January 2013 - September 2014
Royal Bank of Scotland October 2013 - December 2013
KPMG Audit January 2009 - September 2012
KPMG LLP New York January 2009 - September 2012
Skills
Internal Controls, Internal Audit, Auditing, Financial Reporting, Accounting, Sarbanes-Oxley Act, Financial Accounting, US GAAP, External Audit, GAAP, Financial Analysis, IFRS, Financial Audits, Tax, IT Audit, Corporate Finance
Education
Fordham University 2004 — 2008
BS, Accounting
PSEG February 2013 - Present
HealthTech January 2012 - June 2012
Premio Foods Inc March 2009 - September 2011
GFI Group April 2005 - October 2008
Barclays Capital May 2004 - March 2005
Royal Bank of Scotland July 2003 - April 2004
First Albany Corporation January 2001 - June 2003
Skills
VMware ESX, Windows Server, Symantec Endpoint..., Dell PowerEdge Servers, VMware Infrastructure, Windows 7, Microsoft Exchange, Group Policy, Data Center, HP Proliant, Microsoft Office, Altiris, Cisco VPN, Symantec Backup, Print Servers, Active Directory, Servers, Windows XP Pro, ILO, DNS, DHCP, Kaspersky Antivirus, Mobile Devices, VCP 4, DRAC, Altiris Deployment..., VMware, Kaspersky Security..., MSCE 4.0, Citrix XenCenter, Windows Server 2012, IBM Tivoli, Troubleshooting, Networking, Hardware, Technical Support, Software Installation, Security, Citrix, Infrastructure, Cisco Technologies, System Deployment, SharePoint, Operating Systems, Hyper-V, System Administration, VPN, Windows XP
Education
Global Knowledge Training 2012 — 2012
MCITP: Server Administrator
Global Knowledge Training 2010 — 2010
ESX 4.1
DeVry University of North Brunswick 2003 — 2006
B.S, Network Communication Management 2006
Chubb Institute of Technology 1997 — 1997
MCSE, Windows NT 4.0
Farmingdale State College 1988 — 1993
A.A.S, Computing Graphics
Petsky Prunier LLC April 2015 - Present
Royal Bank of Scotland January 2014 - April 2015
GFI Group July 2012 - December 2013
Johnson & Johnson May 2011 - August 2011
US Treasury January 2010 - November 2010
Skills
Financial Modeling, Bloomberg, Equities, Valuation, Series 7, Series 63, Series 4, Series 3, Series 79, Corporate Finance, Capital Markets, Portfolio Management, PowerPoint, Bloomberg Terminal, Fixed Income, Financial Analysis, FINRA, Investment Banking, Management, People Skills, Microsoft Office, Investments, Finance
Education
Georgetown University
Bachelor of Science (B.S.), Finance
Red Bank Catholic
Kiewit Corporation January 2013 - September 2013
Mizuho Securities USA Inc. August 2012 - October 2012
U.S. Department of Energy May 2011 - August 2011
M.E. Zukerman & Co., Inc. January 2009 - July 2010
Royal Bank of Scotland August 2003 - August 2008
Education
Harvard University Kennedy School of Government 2010 — 2012
MPP
Georgetown University 1999 — 2003
B.S.
Candlewood Investment Group, LP June 2015 - Present
Royal Bank of Scotland December 2012 - June 2015
AIB July 2012 - September 2012
Shenorock Shore Club July 2008 - September 2011
Shenorock Shore Club July 2008 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
Education
Fairfield University 2008 — 2012
Bachelor of Arts (B.A.), History
Mizuho Securities USA Inc. April 2015 - Present
Royal Bank of Scotland January 2010 - April 2015
Wealth and Investment Management at Barclays September 2008 - January 2010
Lehman Brothers January 1993 - September 2008
Education
Fordham University - Graduate School of Business Administration 1991 — 1993
Master of Business Administration (M.B.A.)
Lehigh University 1985 — 1989
Bachelor of Arts (BA)
Royal Bank of Scotland 2008 - 2011
Royal Bank of Scotland 2008 - 2011
In the financial industry 1983 - 2011
J.P. Morgan October 1981 - October 2001
Skills
Databases
Education
Fordham University 1981 — 1985
Master of Business Administration (MBA), Managment
Fordham University 1973 — 1977
Bachelor of Arts (B.A.), Mathematics
Houston Community College March 2014 - Present
Royal Bank of Scotland October 2007 - December 2013
Skills
Microsoft Word, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, English, Research, Teaching, Outlook, Windows, Public Speaking, Leadership, Training, Sales, Photoshop, Data Entry
Education
Houston Community College System 2013 — 2015
Associate of Science (A.S.), Associate Degree Nursing (Registered Nursing)
Fairfield University 2000 — 2001
Computer Software Engineering
Guggenheim Partners August 2013 - January 2015
RBC Capital Markets 2011 - 2013
Royal Bank of Scotland January 2010 - January 2011
Bank of America 2001 - 2009
JPMorgan Chase & Co. 1991 - 2001
irving trust 1983 - 1985
irving trust 1983 - 1985
Skills
Fixed Income, Derivatives, Capital Markets, Hedge Funds, Securities, Bonds, Investment Banking, Financial Markets, Treasury, Bloomberg, Equities, Asset Management, Investments, Portfolio Management, Financial Modeling, Trading, Structured Products, Customer Service, Teamwork, Troubleshooting, Relationship Management, Relationship Building, Financial Services, Valuation, Risk Management, Emerging Markets
Education
Fordham University
Bachelor of Science (BS), Accounting and Finance
rye high school
Muller Road Capital, LP 2012 - Present
Royal Bank of Scotland 2006 - 2010
Goldman Sachs 1999 - 2005
Merrill Lynch 1993 - 1999
Kidder Peabody 1991 - 1993
Skills
Investments, Hedge Funds, Fixed Income, Credit, Mutual Funds, Trading, Alternative Investments, Structured Products, Equities, Bonds, Capital Markets, Asset Management, Investment Banking, Portfolio Management
Education
Fordham University 1987 — 1991
Bachelor of Science (BS), Finance, Economics
St, Joseph's Preparatory School 1983 — 1987
Royal Bank of Scotland
Education
Fordham University 1995 — 1997
Master of Business Administration (MBA)
Royal Bank of Scotland July 2013 - Present
Skills
Management, Banking, Risk Management, Business Analysis, Financial Analysis
Education
Fairfield University 2009 — 2013
Bachelor of Science (B.S.), Finance
Universität Mannheim / University of Mannheim 2011 — 2011
American Capital April 2005 - Present
Royal Bank of Scotland September 2002 - April 2005
RBC December 2001 - September 2002
Heller Financial March 1999 - December 2001
TD April 1998 - March 1999
Heller Financial November 1995 - April 1998
NatWest Markets November 1989 - February 1995
Skills
Private Equity, LBO, Valuation, Mergers & Acquisitions, Due Diligence, Mezzanine, Leveraged Finance, Investment Banking, Corporate Finance, Buyouts, Syndications
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Business Administration and Management, General
Hofstra University
Bachelor's Degree, Finance and Banking