Swiss Bank Corporation
Industry: Investment company
DescriptionSwiss Bank Corporation was a Swiss investment bank and financial services company located in Switzerland. Prior to its merger, the bank was the third largest in Switzerland with over CHF300 billion of assets and CHF11.7 billion of equity. Founded: 1872 Headquarters: Basel, Switzerland Successor: UBS Defunct: 1998 Fate: Merged with Union Bank of Switzerland to form UBS Predecessor: Bankverein (1854–1872); Basler Bankverein (1872–1895); Basler & Zürcher Bankverein (1895)
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Swiss Bank Corporation Employees
Employee
Years
Job
Industry
Richard Kissinger Richard Kissinger's Swiss Bank Corporation Experience 1993 - 1998
Job Director, Americas Head of Securities Finance Client Management, Citi
Industry Financial Services
Experience
Citi April 2006 - Present
HSBC Bank USA January 2001 - March 2006
HSBC Bank USA 2001 - 2006
Swiss Bank Corporation 1993 - 1998
Skills
Equities, Fixed Income, Securities, Capital Markets, Hedge Funds, Derivatives, Bloomberg, Alternative Investments, Portfolio Management, Series 7, Financial Services, Mutual Funds, Series 63, Bonds, Trading, Middle Office
Education
Mount Saint Mary's College 1981 — 1985
BS, Business & Finance
Citi April 2006 - Present
HSBC Bank USA January 2001 - March 2006
HSBC Bank USA 2001 - 2006
Swiss Bank Corporation 1993 - 1998
Skills
Equities, Fixed Income, Securities, Capital Markets, Hedge Funds, Derivatives, Bloomberg, Alternative Investments, Portfolio Management, Series 7, Financial Services, Mutual Funds, Series 63, Bonds, Trading, Middle Office
Education
Mount Saint Mary's College 1981 — 1985
BS, Business & Finance
Rebecca Zirman Rebecca Zirman's Swiss Bank Corporation Experience October 1993 - June 1996
Job Manager, Web Channel at E*TRADE Financial
Industry Banking
Experience
E*TRADE Financial June 2011 - Present
UBS Wealth Management January 2009 - June 2011
Lehman Brothers April 2007 - September 2008
MetLife December 2006 - April 2007
JP Morgan August 1996 - August 1999
Swiss Bank Corporation October 1993 - June 1996
Swiss Bank Corporation August 1991 - September 1993
Skills
Define Business..., Liason between..., Conduct high level..., Gather user feedback as..., Third Party Vendor..., Business Analysis, Agile Project Management, Business Requirements, Risk Management, SDLC, Project Management, Product Management, Agile Methodologies, User Experience, Strategy, Business Process, Cross-functional Team...
Education
Boston University 1988 — 1991
Master of Science (MS), Information Systems and MBA
Union College 1984 — 1987
BS, Computer Science
E*TRADE Financial June 2011 - Present
UBS Wealth Management January 2009 - June 2011
Lehman Brothers April 2007 - September 2008
MetLife December 2006 - April 2007
JP Morgan August 1996 - August 1999
Swiss Bank Corporation October 1993 - June 1996
Swiss Bank Corporation August 1991 - September 1993
Skills
Define Business..., Liason between..., Conduct high level..., Gather user feedback as..., Third Party Vendor..., Business Analysis, Agile Project Management, Business Requirements, Risk Management, SDLC, Project Management, Product Management, Agile Methodologies, User Experience, Strategy, Business Process, Cross-functional Team...
Education
Boston University 1988 — 1991
Master of Science (MS), Information Systems and MBA
Union College 1984 — 1987
BS, Computer Science
Jodie Zaslavsky, PHR Jodie Zaslavsky, PHR's Swiss Bank Corporation Experience June 1994 - March 1995
Job Sr. Human Resources Representative at Baxter Healthcare
Industry Human Resources
Experience
Baxter Healthcare July 2013 - Present
Aon Hewitt July 2011 - July 2013
Tax-Exempt Leasing Corp January 2005 - June 2011
The Quinn Company September 2006 - August 2010
Rexam Medical Packaging January 2001 - April 2002
Washington International Insurance Company April 1997 - January 2001
Littelfuse, Inc. April 1995 - April 1997
Swiss Bank Corporation June 1994 - March 1995
Skills
Employee Relations, HRIS, Benefits Administration, Employee Engagement, Performance Management, Deferred Compensation, Talent Management, Employee Benefits, Onboarding, Talent Acquisition, Human Resources, HR Policies, Workforce Planning, Training, Employment Law
Education
Northern Illinois University 1991 — 1994
Bachelor of Science, Management; Human Resources
Baxter Healthcare July 2013 - Present
Aon Hewitt July 2011 - July 2013
Tax-Exempt Leasing Corp January 2005 - June 2011
The Quinn Company September 2006 - August 2010
Rexam Medical Packaging January 2001 - April 2002
Washington International Insurance Company April 1997 - January 2001
Littelfuse, Inc. April 1995 - April 1997
Swiss Bank Corporation June 1994 - March 1995
Skills
Employee Relations, HRIS, Benefits Administration, Employee Engagement, Performance Management, Deferred Compensation, Talent Management, Employee Benefits, Onboarding, Talent Acquisition, Human Resources, HR Policies, Workforce Planning, Training, Employment Law
Education
Northern Illinois University 1991 — 1994
Bachelor of Science, Management; Human Resources
Andy Hick Andy Hick's Swiss Bank Corporation Experience February 1995 - March 1997
Job Managing Director at Teewinot Capital Advisers, LLC
Industry Investment Management
Experience
Teewinot Capital Advisers, LLC April 2014 - Present
DRW Trading Group 2012 - 2013
Jamse LLC January 2010 - December 2011
Chicago Fundamental Investment Partners, LLC November 2007 - December 2009
PEAK6 Advisors September 2006 - November 2007
PEAK6 2004 - 2006
Compass Asset Management March 1997 - December 2003
Swiss Bank Corporation February 1995 - March 1997
O'Connor and Associates June 1984 - January 1994
Skills
Risk management, Portfolio construction, Portfolio Management, Options trading, Special situations..., Volatility Arbitrage, Equity Derivatives, Hedge Funds, Derivatives Trading, Capital Raising, Options, Investment Strategies, Risk Management, Trading, Investments, Asset Management, Mergers & Acquisitions, Currency, Series 63, Capital Markets, Special Situations, Securities, Derivatives, Equities, Credit, Trading Systems, Technical Analysis, Commodity, Asset Allocation, Financial Risk, Private Equity, Mutual Funds, Strategy, Electronic Trading, Bonds, Trading Strategies, Investor Relations, Alternative Investments, Proprietary Trading, Fixed Income, Bloomberg, Hedging, Volatility, Equity Trading, Financial Modeling, Financial Markets, Structured Products, Investment Banking, ETFs, Options Strategies
Education
Northwestern University - Kellogg School of Management 1990 — 1993
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1980 — 1984
BS, Finance
Teewinot Capital Advisers, LLC April 2014 - Present
DRW Trading Group 2012 - 2013
Jamse LLC January 2010 - December 2011
Chicago Fundamental Investment Partners, LLC November 2007 - December 2009
PEAK6 Advisors September 2006 - November 2007
PEAK6 2004 - 2006
Compass Asset Management March 1997 - December 2003
Swiss Bank Corporation February 1995 - March 1997
O'Connor and Associates June 1984 - January 1994
Skills
Risk management, Portfolio construction, Portfolio Management, Options trading, Special situations..., Volatility Arbitrage, Equity Derivatives, Hedge Funds, Derivatives Trading, Capital Raising, Options, Investment Strategies, Risk Management, Trading, Investments, Asset Management, Mergers & Acquisitions, Currency, Series 63, Capital Markets, Special Situations, Securities, Derivatives, Equities, Credit, Trading Systems, Technical Analysis, Commodity, Asset Allocation, Financial Risk, Private Equity, Mutual Funds, Strategy, Electronic Trading, Bonds, Trading Strategies, Investor Relations, Alternative Investments, Proprietary Trading, Fixed Income, Bloomberg, Hedging, Volatility, Equity Trading, Financial Modeling, Financial Markets, Structured Products, Investment Banking, ETFs, Options Strategies
Education
Northwestern University - Kellogg School of Management 1990 — 1993
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1980 — 1984
BS, Finance
Janice Merchant's Swiss Bank Corporation Experience 1984 - 1994
Job Independent Education and Career Consultant, Author
Industry Human Resources
Experience
Education Consulting Services 2013 - Present
Asia Advisory Group January 2012 - Present
Pershing, DLJ 1998 - 2000
Noble and Hewitt 1995 - 1997
Swiss Bank Corporation 1984 - 1994
Skills
HR Consulting, Organizational..., Recuiting, Employee Relations, Career Advisory, Employee Development, Educational Consulting, Relocation Advice, Management, Public Speaking, Leadership
Education
Cornell University 1986 — 1988
Master of Science (MS), Labor and Industrial Relations
University of Houston
Bachelor of Science (BS), Business/Human Resources
Education Consulting Services 2013 - Present
Asia Advisory Group January 2012 - Present
Pershing, DLJ 1998 - 2000
Noble and Hewitt 1995 - 1997
Swiss Bank Corporation 1984 - 1994
Skills
HR Consulting, Organizational..., Recuiting, Employee Relations, Career Advisory, Employee Development, Educational Consulting, Relocation Advice, Management, Public Speaking, Leadership
Education
Cornell University 1986 — 1988
Master of Science (MS), Labor and Industrial Relations
University of Houston
Bachelor of Science (BS), Business/Human Resources
Shazia Sarker Shazia Sarker's Swiss Bank Corporation Experience May 1996 - July 1997
Job Banking Industry
Industry Banking
Experience
JPMorgan Chase October 2004 - January 2007
JPMorgan Chase October 2003 - June 2004
Credit Suisse First Boston March 1999 - April 2001
Grameen Bank February 1998 - February 1999
Swiss Bank Corporation May 1996 - July 1997
Swiss Bank Corporation November 1994 - May 1996
Federal Reserve Bank of New York August 1993 - October 1994
Education
New York University 2001 — 2003
M.A. in Economics
University of Virginia 1989 — 1993
B.S. in Commerce
JPMorgan Chase October 2004 - January 2007
JPMorgan Chase October 2003 - June 2004
Credit Suisse First Boston March 1999 - April 2001
Grameen Bank February 1998 - February 1999
Swiss Bank Corporation May 1996 - July 1997
Swiss Bank Corporation November 1994 - May 1996
Federal Reserve Bank of New York August 1993 - October 1994
Education
New York University 2001 — 2003
M.A. in Economics
University of Virginia 1989 — 1993
B.S. in Commerce
Roland Zepf's Swiss Bank Corporation Experience April 1985 - May 1991
Job University of California, San Francisco
Industry Hospital & Health Care
Experience
UCSF November 2012 - Present
Saint James Infirmary August 2013 - August 2014
UCSF March 2006 - November 2012
City and County of San Francisco September 2003 - March 2006
City and County of San Francisco April 2002 - September 2003
City and County of San Francisco February 2002 - April 2002
Telekurs AG June 1991 - November 1994
Swiss Bank Corporation April 1985 - May 1991
Skills
Healthcare, Nursing, Clinical Research, Public Health, Healthcare Management, Nursing Education, Community Health, Patient Safety, Health Education, Patient Education, Patient Advocacy, Quality Improvement, BLS, Health Policy, Healthcare Information..., Hospitals, EMR, Ambulatory, Managed Care, Informatics, EHR, Primary Care, Healthcare IT, Nurses, Nursing Administration, HIV/AIDS
Education
University of California, San Francisco 2012 — 2016
Doctor of Philosophy (PhD), Nursing Science
University of California, San Francisco 2010 — 2012
Master's Degree in Science, Nursing
California Institute of Integral Studies 2009 — 2009
Bachelor's Degree in Intgral Studies, Integral Studies
City College of San Francisco 1999 — 2001
Associate's Degree in Science, Health Information Technology
Nursing School Zurich, Switzerland 1994 — 1998
Diploma, Nursing
Business School Zurich, Switzerland 1981 — 1985
Certificate, Business and Administration
UCSF November 2012 - Present
Saint James Infirmary August 2013 - August 2014
UCSF March 2006 - November 2012
City and County of San Francisco September 2003 - March 2006
City and County of San Francisco April 2002 - September 2003
City and County of San Francisco February 2002 - April 2002
Telekurs AG June 1991 - November 1994
Swiss Bank Corporation April 1985 - May 1991
Skills
Healthcare, Nursing, Clinical Research, Public Health, Healthcare Management, Nursing Education, Community Health, Patient Safety, Health Education, Patient Education, Patient Advocacy, Quality Improvement, BLS, Health Policy, Healthcare Information..., Hospitals, EMR, Ambulatory, Managed Care, Informatics, EHR, Primary Care, Healthcare IT, Nurses, Nursing Administration, HIV/AIDS
Education
University of California, San Francisco 2012 — 2016
Doctor of Philosophy (PhD), Nursing Science
University of California, San Francisco 2010 — 2012
Master's Degree in Science, Nursing
California Institute of Integral Studies 2009 — 2009
Bachelor's Degree in Intgral Studies, Integral Studies
City College of San Francisco 1999 — 2001
Associate's Degree in Science, Health Information Technology
Nursing School Zurich, Switzerland 1994 — 1998
Diploma, Nursing
Business School Zurich, Switzerland 1981 — 1985
Certificate, Business and Administration
Jeff Wishnie's Swiss Bank Corporation Experience October 1994 - August 1995
Job Senior Director, Program Technology at Mercy Corps
Industry Nonprofit Organization Management
Experience
Mercy Corps January 2014 - Present
ThoughtWorks September 2013 - January 2014
ThoughtWorks July 2009 - September 2013
Inveneo, inc. September 2006 - February 2009
Pacific Skyways School of Paragliding January 2004 - 2008
Wyse Technology, Inc. April 2004 - February 2007
Deluxe Business Software February 2002 - March 2004
Snapfish January 2000 - January 2002
Swell Software October 1995 - August 1996
Swiss Bank Corporation October 1994 - August 1995
Education
Stanford University 1988 — 1992
B.S.
Reed College 1990 — 1990
景山学校 1986 — 1986
Aspen Institute
Newton South High School
Mercy Corps January 2014 - Present
ThoughtWorks September 2013 - January 2014
ThoughtWorks July 2009 - September 2013
Inveneo, inc. September 2006 - February 2009
Pacific Skyways School of Paragliding January 2004 - 2008
Wyse Technology, Inc. April 2004 - February 2007
Deluxe Business Software February 2002 - March 2004
Snapfish January 2000 - January 2002
Swell Software October 1995 - August 1996
Swiss Bank Corporation October 1994 - August 1995
Education
Stanford University 1988 — 1992
B.S.
Reed College 1990 — 1990
景山学校 1986 — 1986
Aspen Institute
Newton South High School
Deborah Zimmermann Deborah Zimmermann's Swiss Bank Corporation Experience 1988 - 1992
Job HR Recruiting and Hiring at Osmose Utilities Services, Inc.
Industry Utilities
Experience
Osmose Utilities Services, Inc. April 2000 - Present
Swiss Bank Corporation 1988 - 1992
Bank of America 1984 - 1988
Skills
Hiring, Employee Training, Personnel Management, Performance Management, Change Management, Program Management, Payroll, Process Improvement, Strategic Planning, Microsoft Office, Microsoft Excel, Leadership, Project Management, Software Documentation, Energy, HR Policies, Customer Service, Management
Education
Ohio University 1976 — 1980
Bachelor's degree, Cum Laude
Osmose Utilities Services, Inc. April 2000 - Present
Swiss Bank Corporation 1988 - 1992
Bank of America 1984 - 1988
Skills
Hiring, Employee Training, Personnel Management, Performance Management, Change Management, Program Management, Payroll, Process Improvement, Strategic Planning, Microsoft Office, Microsoft Excel, Leadership, Project Management, Software Documentation, Energy, HR Policies, Customer Service, Management
Education
Ohio University 1976 — 1980
Bachelor's degree, Cum Laude
Elaine Nordby Elaine Nordby's Swiss Bank Corporation Experience 1989 - 1992
Job Executive Career Coach
Industry Professional Training & Coaching
Experience
Elaine Nordby Executive Career Coach 2000 - Present
Executive Directions 1995 - 2000
Accenture 1993 - 1995
Peace Corps of the United States 1992 - 1993
Swiss Bank Corporation 1989 - 1992
The Dun and Bradstreet Corporation 1986 - 1989
McKinsey & Company 1982 - 1986
Morgan Stanley 1979 - 1982
Harvard Graduate School of Business Administration 1977 - 1979
MIT 1974 - 1977
Skills
Cover Letters, Interviews, Benefits Negotiation, Retirement, Organizational..., Public Speaking, Executive Coaching, Talent Management, MBTI, Career Counseling, Career Management, Leadership Development, Career Development, Change Management, Strategic Planning, Coaching, Marketing, Start-ups, Management Consulting, Management, Recruiting, Workshop Facilitation, Management Development, Human Resources, Personal Development
Education
Columbia University in the City of New York 1967 — 1968
M.A.T., Languages and Teaching
Boston University 1963 — 1967
B.A., French
Elaine Nordby Executive Career Coach 2000 - Present
Executive Directions 1995 - 2000
Accenture 1993 - 1995
Peace Corps of the United States 1992 - 1993
Swiss Bank Corporation 1989 - 1992
The Dun and Bradstreet Corporation 1986 - 1989
McKinsey & Company 1982 - 1986
Morgan Stanley 1979 - 1982
Harvard Graduate School of Business Administration 1977 - 1979
MIT 1974 - 1977
Skills
Cover Letters, Interviews, Benefits Negotiation, Retirement, Organizational..., Public Speaking, Executive Coaching, Talent Management, MBTI, Career Counseling, Career Management, Leadership Development, Career Development, Change Management, Strategic Planning, Coaching, Marketing, Start-ups, Management Consulting, Management, Recruiting, Workshop Facilitation, Management Development, Human Resources, Personal Development
Education
Columbia University in the City of New York 1967 — 1968
M.A.T., Languages and Teaching
Boston University 1963 — 1967
B.A., French
Michael J. Pianin Michael J. Pianin's Swiss Bank Corporation Experience 1993 - 1995
Job Executive Director at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley January 2012 - Present
Morgan Stanley November 2009 - January 2012
Mizuho Securities USA 2000 - April 2009
Mizuho Securities USA January 2000 - April 2003
ING (U.S.) Securities, Futures and Options, Inc. January 1999 - December 1999
Norfield Investment Partners 1998 - 1999
Hilliard Farber & Co., Inc. 1995 - 1997
Swiss Bank Corporation 1993 - 1995
Chemical Bank New York 1987 - 1993
Federal Farm Credit Banks Funding Corporation 1984 - 1987
Skills
VAR, Stress Testing, Fixed Income, Equities, Capital Markets, Derivatives, Hedge Funds, Trading Systems, Trading, Interest Rate..., Equity Derivatives, Bloomberg, FX Options, Market Risk, Investment Banking, Options, Securities, Bonds, Risk Management, Commodity, Structured Finance, Financial Risk, Finance, Asset Allocation, FINRA, Banking
Education
Baruch College, City University of New York (CUNY) 1984 — 1986
MBA, Finance
Union College 1976 — 1980
BA, Ecomonics
William H. Hall High School
Morgan Stanley January 2012 - Present
Morgan Stanley November 2009 - January 2012
Mizuho Securities USA 2000 - April 2009
Mizuho Securities USA January 2000 - April 2003
ING (U.S.) Securities, Futures and Options, Inc. January 1999 - December 1999
Norfield Investment Partners 1998 - 1999
Hilliard Farber & Co., Inc. 1995 - 1997
Swiss Bank Corporation 1993 - 1995
Chemical Bank New York 1987 - 1993
Federal Farm Credit Banks Funding Corporation 1984 - 1987
Skills
VAR, Stress Testing, Fixed Income, Equities, Capital Markets, Derivatives, Hedge Funds, Trading Systems, Trading, Interest Rate..., Equity Derivatives, Bloomberg, FX Options, Market Risk, Investment Banking, Options, Securities, Bonds, Risk Management, Commodity, Structured Finance, Financial Risk, Finance, Asset Allocation, FINRA, Banking
Education
Baruch College, City University of New York (CUNY) 1984 — 1986
MBA, Finance
Union College 1976 — 1980
BA, Ecomonics
William H. Hall High School
JESUS R GONZALEZ . LCAM JESUS R GONZALEZ . LCAM's Swiss Bank Corporation Experience 1966 - 1968
Job PRESIDENT at J.R. GONZALEZ & ASSOCIATES, INC.
Industry Management Consulting
Experience
J.R. GONZALEZ & ASSOCIATES, INC. 1995 - Present
BANCO DE CHILE January 1994 - December 1995
INTERCONTINENTAL BANK January 1979 - December 1989
Southeast Banking Corp. 1977 - 1979
SUN BANK OF RIVERSIDE 1973 - 1977
SWISS BANK CORPORATION 1966 - 1968
IRVING TRUST COMPANY 1961 - 1966
CUBAN ELECTRIC COMPANY 1956 - 1961
Skills
Property Management, Accounting, Management Consulting, Business Strategy, Strategy, New Business Development, Project Management, Team Building, Start-ups, Change Management, Entrepreneurship, Program Management, Business Development, Business Planning, Management, Organizational...
Education
Escolapios High School - HAVANA - CUBA 1950 — 1956
Bachelor's degree, Accounting and Business/Management
New York University
Bachelor's Degree, Banking and Financial Support Services
J.R. GONZALEZ & ASSOCIATES, INC. 1995 - Present
BANCO DE CHILE January 1994 - December 1995
INTERCONTINENTAL BANK January 1979 - December 1989
Southeast Banking Corp. 1977 - 1979
SUN BANK OF RIVERSIDE 1973 - 1977
SWISS BANK CORPORATION 1966 - 1968
IRVING TRUST COMPANY 1961 - 1966
CUBAN ELECTRIC COMPANY 1956 - 1961
Skills
Property Management, Accounting, Management Consulting, Business Strategy, Strategy, New Business Development, Project Management, Team Building, Start-ups, Change Management, Entrepreneurship, Program Management, Business Development, Business Planning, Management, Organizational...
Education
Escolapios High School - HAVANA - CUBA 1950 — 1956
Bachelor's degree, Accounting and Business/Management
New York University
Bachelor's Degree, Banking and Financial Support Services
Alex Farkash Alex Farkash's Swiss Bank Corporation Experience 1996 - 1999
Job Consultant at o3 Technology Solutions LLC
Industry Investment Banking
Experience
Alex Farkash Consulting Services Consultanto3 Technology Solutions LLCJanuary 2009 - Present
JPMorganChase 2003 - 2008
Kabira Technologies 2000 - 2001
Swiss Bank Corporation 1996 - 1999
Education
City University of New York 1980 — 1984
Alex Farkash Consulting Services Consultanto3 Technology Solutions LLCJanuary 2009 - Present
JPMorganChase 2003 - 2008
Kabira Technologies 2000 - 2001
Swiss Bank Corporation 1996 - 1999
Education
City University of New York 1980 — 1984
Hans Hsu Hans Hsu's Swiss Bank Corporation Experience 1993 - 1999
Job ...
Industry Investment Management
Experience
Merrill Lynch August 2011 - April 2013
UBS Investment Bank January 1994 - September 2011
Felicite.com, Inc. January 1999 - May 2009
Chinese Language School of Connecticut May 2002 - May 2005
Swiss Bank Corporation 1993 - 1999
SBC Warburg 1992 - 1999
McKinsey & Company June 1992 - June 1994
Salomon Brothers June 1986 - December 1988
Skills
Derivatives, Currency, Management, E-commerce, Precious Metals, Structured Products, FX trading, Hedge Funds, Credit Derivatives, Swaps, Fixed Income, FX Options, Emerging Markets, Options, Commodity, Equity Derivatives, Trading, Risk Management, Capital Markets, Foreign Exchange, Electronic Trading, Trading Systems, Investment Banking, Interest Rate..., Equities, Hedging, Alternative Investments, Equity Trading, Trading Strategies, Market Risk, Quantitative Investing, Valuation, Proprietary Trading, Investment Strategies, FX Trading, Finance, Private Equity, Securities, Bloomberg, Bonds, Financial Markets, Rates, Treasury, Prime Brokerage, Financial Structuring, Asset Management, Equity Research, Low Latency, Structured Finance, Investments
Education
Harvard Law School 1989 — 1992
JD, Corporate and Banking law, cum laude
Cambridge University 1984 — 1986
Ma, Computer Science, 2/1
University of Michigan 1979 — 1984
BS, Economics
University of Michigan 1979 — 1984
BSE, Electrical and Computer Engineering
Merrill Lynch August 2011 - April 2013
UBS Investment Bank January 1994 - September 2011
Felicite.com, Inc. January 1999 - May 2009
Chinese Language School of Connecticut May 2002 - May 2005
Swiss Bank Corporation 1993 - 1999
SBC Warburg 1992 - 1999
McKinsey & Company June 1992 - June 1994
Salomon Brothers June 1986 - December 1988
Skills
Derivatives, Currency, Management, E-commerce, Precious Metals, Structured Products, FX trading, Hedge Funds, Credit Derivatives, Swaps, Fixed Income, FX Options, Emerging Markets, Options, Commodity, Equity Derivatives, Trading, Risk Management, Capital Markets, Foreign Exchange, Electronic Trading, Trading Systems, Investment Banking, Interest Rate..., Equities, Hedging, Alternative Investments, Equity Trading, Trading Strategies, Market Risk, Quantitative Investing, Valuation, Proprietary Trading, Investment Strategies, FX Trading, Finance, Private Equity, Securities, Bloomberg, Bonds, Financial Markets, Rates, Treasury, Prime Brokerage, Financial Structuring, Asset Management, Equity Research, Low Latency, Structured Finance, Investments
Education
Harvard Law School 1989 — 1992
JD, Corporate and Banking law, cum laude
Cambridge University 1984 — 1986
Ma, Computer Science, 2/1
University of Michigan 1979 — 1984
BS, Economics
University of Michigan 1979 — 1984
BSE, Electrical and Computer Engineering
David Gabrieli David Gabrieli's Swiss Bank Corporation Experience 1987 - 1989
Job
Industry Management Consulting
Experience
Vincero Media January 2007 - December 2010
GalleryPlayer November 2002 - August 2004
Amazon.com May 1998 - March 2000
Amazon.com April 1997 - August 1998
Foster Pepper PLLC December 1995 - April 1997
Hewlett-Packard 1989 - 1992
Swiss Bank Corporation 1987 - 1989
Skills
Intellectual Property..., Licensing Agreements, Content Strategy, New Business Development, Legal Issues, Mobile Technology, Business Plan..., Relationship Development, Strategic Partnerships, Fundraising, Partner Development, Product Strategy, Public Policy, Technology Policy, Inter-personal, Product Management, Intellectual Property, E-commerce, Start-ups, Marketing, Training, Licensing, Entrepreneurship, Management Consulting, Business Planning, Strategy, Mergers & Acquisitions, Marketing Strategy, Leadership, Business Development, Management, Strategic Planning
Education
Suffolk University Law School 1992 — 1995
J.D.
Boston University School of Management 1986 — 1987
M.S.
Boston University 1982 — 1986
B.A.
Vincero Media January 2007 - December 2010
GalleryPlayer November 2002 - August 2004
Amazon.com May 1998 - March 2000
Amazon.com April 1997 - August 1998
Foster Pepper PLLC December 1995 - April 1997
Hewlett-Packard 1989 - 1992
Swiss Bank Corporation 1987 - 1989
Skills
Intellectual Property..., Licensing Agreements, Content Strategy, New Business Development, Legal Issues, Mobile Technology, Business Plan..., Relationship Development, Strategic Partnerships, Fundraising, Partner Development, Product Strategy, Public Policy, Technology Policy, Inter-personal, Product Management, Intellectual Property, E-commerce, Start-ups, Marketing, Training, Licensing, Entrepreneurship, Management Consulting, Business Planning, Strategy, Mergers & Acquisitions, Marketing Strategy, Leadership, Business Development, Management, Strategic Planning
Education
Suffolk University Law School 1992 — 1995
J.D.
Boston University School of Management 1986 — 1987
M.S.
Boston University 1982 — 1986
B.A.
Stephen Nager Stephen Nager's Swiss Bank Corporation Experience 1986 - November 1993
Job Private Investor/Trader
Industry Banking
Experience
Private Investor/Trader June 2012 - Present
Credit Suisse November 1993 - May 2012
Swiss Bank Corporation 1986 - November 1993
Skills
FX Options, Fixed Income, Derivatives, Foreign Exchange, Capital Markets, Electronic Trading, Investments
Education
Adelphi University 1982 — 1986
Bachelor of Science (B.S.), Banking and Money Management
Private Investor/Trader June 2012 - Present
Credit Suisse November 1993 - May 2012
Swiss Bank Corporation 1986 - November 1993
Skills
FX Options, Fixed Income, Derivatives, Foreign Exchange, Capital Markets, Electronic Trading, Investments
Education
Adelphi University 1982 — 1986
Bachelor of Science (B.S.), Banking and Money Management
Denise Blackman Denise Blackman's Swiss Bank Corporation Experience 1979 - 1990
Job Director and Project Manager at Cognosante,LLC
Industry Government Administration
Experience
Cognosante, LLC August 2015 - Present
Cognosante,LLC April 2014 - Present
Cognosante,LLC November 2013 - April 2014
Self Employed September 2011 - November 2013
DC Government-Dept of Employment Services January 2011 - May 2011
AZ Dept of Economic Security March 2009 - January 2011
AZ Department Of Economic Security September 2002 - March 2009
AZ Department of Economic Security November 1999 - September 2002
Arizona Department of Economic Security September 1991 - November 1999
Swiss Bank Corporation 1979 - 1990
Skills
Workforce Development, Organizational..., Motivational Speaking, Policy Analysis, Facilitators, Employee Engagement, Technical Assistance, Policy Research, Cross-functional Team..., Team Leadership, Collaboration, Mentoring Of Staff, Government, Program Development, Non-profits, Policy, Community Outreach, Public Speaking, Leadership Development, Workshop Facilitation, Nonprofits, Career Counseling, Program Management, Strategic Planning, Training, Employee Relations, Job Coaching, Program Evaluation, Grants, Community Development, Public Policy, Proposal Writing, Fundraising, Leadership, Employee Training, Management, Staff Development, Instructional Design, Volunteer Management, Performance Management, Coaching, Resume Writing, Social Services, Conflict Resolution, Grant Writing, Career Development, Job Search Strategies, Economic Development, Job Search, Interviews
Education
College of the Holy Cross
University of Phoenix
Cognosante, LLC August 2015 - Present
Cognosante,LLC April 2014 - Present
Cognosante,LLC November 2013 - April 2014
Self Employed September 2011 - November 2013
DC Government-Dept of Employment Services January 2011 - May 2011
AZ Dept of Economic Security March 2009 - January 2011
AZ Department Of Economic Security September 2002 - March 2009
AZ Department of Economic Security November 1999 - September 2002
Arizona Department of Economic Security September 1991 - November 1999
Swiss Bank Corporation 1979 - 1990
Skills
Workforce Development, Organizational..., Motivational Speaking, Policy Analysis, Facilitators, Employee Engagement, Technical Assistance, Policy Research, Cross-functional Team..., Team Leadership, Collaboration, Mentoring Of Staff, Government, Program Development, Non-profits, Policy, Community Outreach, Public Speaking, Leadership Development, Workshop Facilitation, Nonprofits, Career Counseling, Program Management, Strategic Planning, Training, Employee Relations, Job Coaching, Program Evaluation, Grants, Community Development, Public Policy, Proposal Writing, Fundraising, Leadership, Employee Training, Management, Staff Development, Instructional Design, Volunteer Management, Performance Management, Coaching, Resume Writing, Social Services, Conflict Resolution, Grant Writing, Career Development, Job Search Strategies, Economic Development, Job Search, Interviews
Education
College of the Holy Cross
University of Phoenix
James Grasselino James Grasselino's Swiss Bank Corporation Experience 1984 - 1992
Job Consultant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2014 - Present
Autism New Jersey April 2011 - Present
Computershare December 2011 - January 2013
BNY Mellon, New York August 2010 - December 2011
JPMorgan Chase June 2007 - August 2010
Morgan Stanley Dean Witter 1993 - 2001
Swiss Bank Corporation 1984 - 1992
Skills
Equities, Fixed Income, Financial Services, Risk Management, Asset Management, Mutual Funds, Hedge Funds, Alternative Investments, Investments, Banking, Financial Markets, Derivatives, Securities, Strategy
Education
Pace University - Lubin School of Business 1989 — 2014
Bachelor of Science in Business Economics
BNY Mellon January 2014 - Present
Autism New Jersey April 2011 - Present
Computershare December 2011 - January 2013
BNY Mellon, New York August 2010 - December 2011
JPMorgan Chase June 2007 - August 2010
Morgan Stanley Dean Witter 1993 - 2001
Swiss Bank Corporation 1984 - 1992
Skills
Equities, Fixed Income, Financial Services, Risk Management, Asset Management, Mutual Funds, Hedge Funds, Alternative Investments, Investments, Banking, Financial Markets, Derivatives, Securities, Strategy
Education
Pace University - Lubin School of Business 1989 — 2014
Bachelor of Science in Business Economics
Alison Rivlin Alison Rivlin's Swiss Bank Corporation Experience November 1995 - April 1997
Job Principal at Rivlin HR Consulting, LLC
Industry Human Resources
Experience
Rivlin HR Consulting, LLC January 2012 - Present
JCC of Central NJ September 2010 - August 2011
Bedoya Business Strategies September 2009 - May 2011
Perot Systems April 2001 - January 2008
The McGraw-Hill Companies October 1998 - April 2001
Forbes Inc April 1997 - October 1998
Swiss Bank Corporation November 1995 - April 1997
Skills
Performance Management, Succession Planning, Talent Management, Employee Relations, Onboarding, Talent Acquisition, Employee Engagement, Leadership Development, Organizational Design, Human Resources, Change Management, Organizational..., Staff Development, HR Policies, Leadership, Training, Team Leadership, Recruiting
Education
University of Wisconsin-Madison 1994 — 1995
MS, Industrial Relations - Human Resources specialty
Binghamton University 1990 — 1993
BA, Psychology
Rivlin HR Consulting, LLC January 2012 - Present
JCC of Central NJ September 2010 - August 2011
Bedoya Business Strategies September 2009 - May 2011
Perot Systems April 2001 - January 2008
The McGraw-Hill Companies October 1998 - April 2001
Forbes Inc April 1997 - October 1998
Swiss Bank Corporation November 1995 - April 1997
Skills
Performance Management, Succession Planning, Talent Management, Employee Relations, Onboarding, Talent Acquisition, Employee Engagement, Leadership Development, Organizational Design, Human Resources, Change Management, Organizational..., Staff Development, HR Policies, Leadership, Training, Team Leadership, Recruiting
Education
University of Wisconsin-Madison 1994 — 1995
MS, Industrial Relations - Human Resources specialty
Binghamton University 1990 — 1993
BA, Psychology
Salvatore Charles SIRNA Salvatore Charles SIRNA's Swiss Bank Corporation Experience July 1990 - July 1992
Job General Manager Financial services/Real Estate
Industry Financial Services
Experience
SOPRODIM S.A.M. 1980 - July 2015
BANK AUDI SAM - AUDI SARADAR GROUP September 2010 - April 2013
Dresdner Bank Monaco March 2006 - September 2010
Dresdner Bank Luxembourg September 2002 - March 2006
BSI 1873 International Private Banking March 1998 - August 2002
Paribas Banque Privée Monaco January 1995 - March 1998
Banque Paribas Monaco October 1993 - December 1995
Swiss Bank Corporation July 1990 - July 1992
Société de Banque Suisse May 1987 - July 1990
Skills
Private Banking, Wealth Management, Financial Markets, Banking, Loans, Credit Risk, Private Equity, Real..., Portfolio Management, Investissements, Management, Finance, Gestion d'actifs, Banque, Stratégie commerciale, Banque privée, Gestion de patrimoine, Gestion de portefeuille, Marché financier
Education
INSEAD 1992 — 1993
MASTER OF BUSINESS ADMINISTRATION, GENERAL MANAGEMENT
Swiss Bank Corporation, New York Branch 1990 — 1990
Management Training Program, Second Best
1982 — 1986
MAITRISE DE DROIT DES AFFAIRES, FISCAL / INTERNATIONAL
Université Panthéon Assas (Paris II) 1983 — 1984
Licentiate degree L2, Sciences Economiques
SOPRODIM S.A.M. 1980 - July 2015
BANK AUDI SAM - AUDI SARADAR GROUP September 2010 - April 2013
Dresdner Bank Monaco March 2006 - September 2010
Dresdner Bank Luxembourg September 2002 - March 2006
BSI 1873 International Private Banking March 1998 - August 2002
Paribas Banque Privée Monaco January 1995 - March 1998
Banque Paribas Monaco October 1993 - December 1995
Swiss Bank Corporation July 1990 - July 1992
Société de Banque Suisse May 1987 - July 1990
Skills
Private Banking, Wealth Management, Financial Markets, Banking, Loans, Credit Risk, Private Equity, Real..., Portfolio Management, Investissements, Management, Finance, Gestion d'actifs, Banque, Stratégie commerciale, Banque privée, Gestion de patrimoine, Gestion de portefeuille, Marché financier
Education
INSEAD 1992 — 1993
MASTER OF BUSINESS ADMINISTRATION, GENERAL MANAGEMENT
Swiss Bank Corporation, New York Branch 1990 — 1990
Management Training Program, Second Best
1982 — 1986
MAITRISE DE DROIT DES AFFAIRES, FISCAL / INTERNATIONAL
Université Panthéon Assas (Paris II) 1983 — 1984
Licentiate degree L2, Sciences Economiques
Tama Smith Tama Smith's Swiss Bank Corporation Experience May 1989 - September 1989
Job CEO at Saventure, Inc.
Industry Executive Office
Experience
Saventure Inc. 2013 - Present
The Tyra Banks Company Inc. 2011 - 2013
Tama Smith & Associates Inc. 1994 - 2011
The InnoGrowth Group Ltd 2007 - 2007
MEE Productions Inc. 1990 - 1994
Swiss Bank Corporation May 1989 - September 1989
Skills
Strategy, Angel Investing, Entrepreneurship, Venture Financing, Start-up Ventures, Board of Directors, Advisory Boards, Charismatic Leadership, Executive Management, Marketing Strategy, Leadership, E-commerce, Digital Media, Management Consulting, Strategic Visionary, Board Governance, Strategic Negotiations, Media, Consumer Products, Retail, Business Process..., Corporate Advisory, Business Advisory, Celebrity Management, Passion for Helping...
Education
University of Pennsylvania - The Wharton School 1988 — 1990
Master of Business Administration (MBA), Corporate Finance and Enterprenerial Management
London Business School 1989 — 1989
Exchange Program with Wharton, Multinational Management and International Finance
University of California, Berkeley 1980 — 1984
Bachelor of Science (BS), Accounting and Finance
Saventure Inc. 2013 - Present
The Tyra Banks Company Inc. 2011 - 2013
Tama Smith & Associates Inc. 1994 - 2011
The InnoGrowth Group Ltd 2007 - 2007
MEE Productions Inc. 1990 - 1994
Swiss Bank Corporation May 1989 - September 1989
Skills
Strategy, Angel Investing, Entrepreneurship, Venture Financing, Start-up Ventures, Board of Directors, Advisory Boards, Charismatic Leadership, Executive Management, Marketing Strategy, Leadership, E-commerce, Digital Media, Management Consulting, Strategic Visionary, Board Governance, Strategic Negotiations, Media, Consumer Products, Retail, Business Process..., Corporate Advisory, Business Advisory, Celebrity Management, Passion for Helping...
Education
University of Pennsylvania - The Wharton School 1988 — 1990
Master of Business Administration (MBA), Corporate Finance and Enterprenerial Management
London Business School 1989 — 1989
Exchange Program with Wharton, Multinational Management and International Finance
University of California, Berkeley 1980 — 1984
Bachelor of Science (BS), Accounting and Finance
Audrey Behar Audrey Behar's Swiss Bank Corporation Experience May 1994 - September 1994
Job IT Procurement
Industry Information Technology and Services
Experience
JPMorgan Chase April 2003 - October 2006
CSC (JPMorgan Account) January 2002 - April 2003
CSC (JPMorgan Account) June 1996 - January 2002
JPMorgan June 1995 - June 1996
Swiss Bank Corporation May 1994 - September 1994
Bear Stearns, Inc September 1985 - June 1990
Skills
Vendor Management, Program Management, Data Center, Problem Solving, Management, Software Development, Project Planning, Troubleshooting, Product Management, Visio, SDLC, Process Improvement, Business Analysis, PMO, Procurement, Unix, MS Project, Change Management, Requirements Analysis, Project Management, Sourcing, Project Portfolio..., Software Documentation, PMP, IT Strategy, Disaster Recovery
Education
Adelphi University
Master of Arts, Elementary Education
Arizona State University
Bachelor of Science, Communication
JPMorgan Chase April 2003 - October 2006
CSC (JPMorgan Account) January 2002 - April 2003
CSC (JPMorgan Account) June 1996 - January 2002
JPMorgan June 1995 - June 1996
Swiss Bank Corporation May 1994 - September 1994
Bear Stearns, Inc September 1985 - June 1990
Skills
Vendor Management, Program Management, Data Center, Problem Solving, Management, Software Development, Project Planning, Troubleshooting, Product Management, Visio, SDLC, Process Improvement, Business Analysis, PMO, Procurement, Unix, MS Project, Change Management, Requirements Analysis, Project Management, Sourcing, Project Portfolio..., Software Documentation, PMP, IT Strategy, Disaster Recovery
Education
Adelphi University
Master of Arts, Elementary Education
Arizona State University
Bachelor of Science, Communication
Karen Ho Karen Ho's Swiss Bank Corporation Experience 1994 - 1998
Job Director FID eTechnology at Credit Suisse
Industry Computer Software
Experience
Credit Suisse 2012 - Present
Broadway Technology 2006 - 2011
Bank of America 1998 - 2006
Swiss Bank Corporation 1994 - 1998
Skills
Electronic Trading, Global Operations, Program Management, Software, Management, Trading Systems, Start-ups, Risk Management, Trading, Options, Capital Markets, Derivatives, Entrepreneurship, Equities, Software Project..., Analysis, FX Options, Valuation, Fixed Income, Finance
Education
Massachusetts Institute of Technology
BS, Computer Science
New York University - Leonard N. Stern School of Business
MBA, Finance, International Business
Credit Suisse 2012 - Present
Broadway Technology 2006 - 2011
Bank of America 1998 - 2006
Swiss Bank Corporation 1994 - 1998
Skills
Electronic Trading, Global Operations, Program Management, Software, Management, Trading Systems, Start-ups, Risk Management, Trading, Options, Capital Markets, Derivatives, Entrepreneurship, Equities, Software Project..., Analysis, FX Options, Valuation, Fixed Income, Finance
Education
Massachusetts Institute of Technology
BS, Computer Science
New York University - Leonard N. Stern School of Business
MBA, Finance, International Business
Daniel Katzive Daniel Katzive's Swiss Bank Corporation Experience 1991 - 1991
Job Head of FX Strategy for North America at BNP Paribas
Industry Banking
Experience
BNP Paribas April 2013 - Present
Credit Suisse August 2007 - April 2013
UBS September 2002 - August 2007
Goldman Sachs April 2000 - September 2002
Standard and Poor's MMS February 1998 - March 2000
Federal Reserve Bank of New York August 1992 - December 1997
Swiss Bank Corporation 1991 - 1991
Education
Columbia University - School of International and Public Affairs 1990 — 1992
Master of International Affairs, International Banking & Finance
The London School of Economics and Political Science (LSE) 1988 — 1989
General course student
Brown University 1986 — 1990
B.A., International Relations
BNP Paribas April 2013 - Present
Credit Suisse August 2007 - April 2013
UBS September 2002 - August 2007
Goldman Sachs April 2000 - September 2002
Standard and Poor's MMS February 1998 - March 2000
Federal Reserve Bank of New York August 1992 - December 1997
Swiss Bank Corporation 1991 - 1991
Education
Columbia University - School of International and Public Affairs 1990 — 1992
Master of International Affairs, International Banking & Finance
The London School of Economics and Political Science (LSE) 1988 — 1989
General course student
Brown University 1986 — 1990
B.A., International Relations
Andrea V. Nelson Andrea V. Nelson's Swiss Bank Corporation Experience 1996 - 1997
Job Financial & Client Services | Banking | Compliance | Controls | AML | Conflict Resolution
Industry Financial Services
Experience
Citibank, NA 2008 - 2014
Citibank, NA 2004 - 2008
Consultant Agency, New York, NY 2001 - 2004
BEAR STEARNS SECURITIES CORP 1998 - 2001
Consultant Agency, New York, NY 1997 - 1998
SWISS BANK CORPORATION 1996 - 1997
Skills
Equities, Capital Markets, Portfolio Management, Fixed Income, Banking, Credit, Financial Risk, Analysis, Financial Services, Retail Banking, Credit Risk, Management, Process Improvement, Financial Analysis, Finance, Risk Management
Education
City University of New York-Baruch College
Bachelor, Business Administration; Finance
Citibank, NA 2008 - 2014
Citibank, NA 2004 - 2008
Consultant Agency, New York, NY 2001 - 2004
BEAR STEARNS SECURITIES CORP 1998 - 2001
Consultant Agency, New York, NY 1997 - 1998
SWISS BANK CORPORATION 1996 - 1997
Skills
Equities, Capital Markets, Portfolio Management, Fixed Income, Banking, Credit, Financial Risk, Analysis, Financial Services, Retail Banking, Credit Risk, Management, Process Improvement, Financial Analysis, Finance, Risk Management
Education
City University of New York-Baruch College
Bachelor, Business Administration; Finance
Jennifer Schlott-Rouzan Jennifer Schlott-Rouzan's Swiss Bank Corporation Experience 1989 - 1991
Job Senior Vice President at Harris N.A.
Industry Financial Services
Experience
BMO Harris Bank 2007 - Present
Harris N.A 2004 - 2007
Self Employed - Consultant 1996 - 2004
Harris Bank 1994 - 1996
Banca Commerciale Italiana 1991 - 1994
Swiss Bank Corporation 1989 - 1991
Swiss Bank Corporation (now part of UBS) May 1987 - January 1989
Skills
Business Planning, Business Development, Project Management, Accountability, Selling Skills, Entrepreneurship, Family Business, Portfolio Management, Commercial Lending, Commercial Banking, Financial Analysis, Investments
Education
Northwestern University - Kellogg School of Management 1992 — 1996
MBA, Marketing
Miami University 1984 — 1988
B.S., Accounting and Finance
BMO Harris Bank 2007 - Present
Harris N.A 2004 - 2007
Self Employed - Consultant 1996 - 2004
Harris Bank 1994 - 1996
Banca Commerciale Italiana 1991 - 1994
Swiss Bank Corporation 1989 - 1991
Swiss Bank Corporation (now part of UBS) May 1987 - January 1989
Skills
Business Planning, Business Development, Project Management, Accountability, Selling Skills, Entrepreneurship, Family Business, Portfolio Management, Commercial Lending, Commercial Banking, Financial Analysis, Investments
Education
Northwestern University - Kellogg School of Management 1992 — 1996
MBA, Marketing
Miami University 1984 — 1988
B.S., Accounting and Finance
JAY DIETRICH JAY DIETRICH's Swiss Bank Corporation Experience 1990 - 1996
Job Chief Financial Officer Interested in B/D, Asset Management and Not For Profit opportunities
Industry Financial Services
Experience
Private Investor/Consultant 2011 - Present
Infinium Capital Management July 2008 - 2011
PPM America June 1998 - April 2008
Nesbitt Burns Securities, Inc. 1996 - 1998
Swiss Bank Corporation 1990 - 1996
O'Connor and Associates 1986 - 1990
Kidder Peabody 1984 - 1986
A. G. Becker 1982 - 1984
NASD 1979 - 1982
Skills
Equities, Derivatives, Asset Management, Trading, Financial Analysis, Accounting, Risk Management, Valuation, Capital, Financial Risk, Securities, Financial Markets, Finance, Capital Markets, Options, Alternative Investments, Corporate Finance, Hedge Funds, Trading Systems, FX Options, Structured Products, Investment Banking, Bonds, Partnership Taxation, Investments, Private Equity, Financial Modeling, Portfolio Management, Due Diligence, Commodity, Trading Strategies, Alternative Assets, Hedging, Equity Derivatives, Strategic Financial..., Fixed Income, Managerial Finance, FX, Investment Accounting, SEC Net Capital Rule, Financial Leadership of..., Compliance, Financial Compliance, Budgeting
Education
DePaul University 1981 — 1983
MBA, Finance
DePauw University 1974 — 1978
BA, Economics, Business Admin
Private Investor/Consultant 2011 - Present
Infinium Capital Management July 2008 - 2011
PPM America June 1998 - April 2008
Nesbitt Burns Securities, Inc. 1996 - 1998
Swiss Bank Corporation 1990 - 1996
O'Connor and Associates 1986 - 1990
Kidder Peabody 1984 - 1986
A. G. Becker 1982 - 1984
NASD 1979 - 1982
Skills
Equities, Derivatives, Asset Management, Trading, Financial Analysis, Accounting, Risk Management, Valuation, Capital, Financial Risk, Securities, Financial Markets, Finance, Capital Markets, Options, Alternative Investments, Corporate Finance, Hedge Funds, Trading Systems, FX Options, Structured Products, Investment Banking, Bonds, Partnership Taxation, Investments, Private Equity, Financial Modeling, Portfolio Management, Due Diligence, Commodity, Trading Strategies, Alternative Assets, Hedging, Equity Derivatives, Strategic Financial..., Fixed Income, Managerial Finance, FX, Investment Accounting, SEC Net Capital Rule, Financial Leadership of..., Compliance, Financial Compliance, Budgeting
Education
DePaul University 1981 — 1983
MBA, Finance
DePauw University 1974 — 1978
BA, Economics, Business Admin
Sunny Eng Sunny Eng's Swiss Bank Corporation Experience April 1992 - April 1994
Job Consultant
Industry Information Technology and Services
Experience
Men's Discipleship Network March 2010 - Present
The High Tech Way, LLC November 2012 - June 2014
Accommodations Plus International September 2013 - February 2014
God4me Ministries March 2006 - June 2013
Futuristic Home September 2003 - March 2011
Merrill Lynch April 1994 - February 2002
Swiss Bank Corporation April 1992 - April 1994
CS First Boston Corp. February 1991 - April 1992
AT&T Bell Laboratories May 1987 - February 1991
Skills
Enterprise Architecture, IT Strategy, Solution Architecture, Enterprise Software, Cloud Computing, IT Service Management, Professional Services, Data Center, Software Development, Disaster Recovery, SaaS, Fixed Income, Virtualization, Integration, Management Consulting, SDLC, Data Warehousing, Business Intelligence, System Deployment, Program Management, Business Analysis, RapidWeaver, Mobile Applications, Shopping Cart, Mobile Phone Apps
Education
New York University - Polytechnic School of Engineering 1984 — 1987
BSEE/CS, Computer Engineering
Stony Brook University 1981 — 1984
Men's Discipleship Network March 2010 - Present
The High Tech Way, LLC November 2012 - June 2014
Accommodations Plus International September 2013 - February 2014
God4me Ministries March 2006 - June 2013
Futuristic Home September 2003 - March 2011
Merrill Lynch April 1994 - February 2002
Swiss Bank Corporation April 1992 - April 1994
CS First Boston Corp. February 1991 - April 1992
AT&T Bell Laboratories May 1987 - February 1991
Skills
Enterprise Architecture, IT Strategy, Solution Architecture, Enterprise Software, Cloud Computing, IT Service Management, Professional Services, Data Center, Software Development, Disaster Recovery, SaaS, Fixed Income, Virtualization, Integration, Management Consulting, SDLC, Data Warehousing, Business Intelligence, System Deployment, Program Management, Business Analysis, RapidWeaver, Mobile Applications, Shopping Cart, Mobile Phone Apps
Education
New York University - Polytechnic School of Engineering 1984 — 1987
BSEE/CS, Computer Engineering
Stony Brook University 1981 — 1984
Mareida Mackenna Mareida Mackenna's Swiss Bank Corporation Experience 1992 - 1995
Job Senior Director at Aon Corporation
Industry Financial Services
Experience
Aon July 2013 - Present
Millennium Partners February 2013 - July 2013
UBS Investment Bank 2012 - 2012
UBS Investment Bank 2007 - 2012
UBS Investment Bank 2006 - 2007
Dell Perot Systems 1999 - 2006
Dell Perot Systems 1995 - 1999
Swiss Bank Corporation 1992 - 1995
O'Connor & Associates. 1991 - 1992
Skills
Financial Modeling, Financial Analysis, Investment Banking, Capital Markets, Corporate Finance, Equities, ITIL, Total Cost of Ownership, IT Benchmarking, Vendor Management, Outsourcing, Service Catalog, Strategic Financial..., IT Cost Optimization, IT Financial Management, IT Business Management, Cost Transparency
Education
DePaul University 1987 — 1993
Bachlor of Science
Aon July 2013 - Present
Millennium Partners February 2013 - July 2013
UBS Investment Bank 2012 - 2012
UBS Investment Bank 2007 - 2012
UBS Investment Bank 2006 - 2007
Dell Perot Systems 1999 - 2006
Dell Perot Systems 1995 - 1999
Swiss Bank Corporation 1992 - 1995
O'Connor & Associates. 1991 - 1992
Skills
Financial Modeling, Financial Analysis, Investment Banking, Capital Markets, Corporate Finance, Equities, ITIL, Total Cost of Ownership, IT Benchmarking, Vendor Management, Outsourcing, Service Catalog, Strategic Financial..., IT Cost Optimization, IT Financial Management, IT Business Management, Cost Transparency
Education
DePaul University 1987 — 1993
Bachlor of Science
Bernard McBean Bernard McBean's Swiss Bank Corporation Experience 1992 - 1997
Job Music Engineer at BFM Productions
Industry Accounting
Experience
NYEBP 2002 - Present
BFM Productions January 1995 - Present
ABN AMRO 1998 - 2001
Swiss Bank Corporation 1992 - 1997
O'Connor & Associates 1988 - 1992
Education
Robert Morris College 2005 — 2007
NYEBP 2002 - Present
BFM Productions January 1995 - Present
ABN AMRO 1998 - 2001
Swiss Bank Corporation 1992 - 1997
O'Connor & Associates 1988 - 1992
Education
Robert Morris College 2005 — 2007
Lisa Surless's Swiss Bank Corporation Experience September 1985 - December 1993
Job
Industry Higher Education
Experience
Dominican College November 2007 - Present
Tosco Corp. January 1994 - July 1995
Swiss Bank Corporation September 1985 - December 1993
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Budgets, English, Windows, Outlook, Distance Learning, Learning Management..., Budget Monitoring, Budget Management, Faculty Training, Faculty Development, Student support, Jenzabar, Blackboard
Education
Fordham University 1981 — 1985
Bachelor of Science (BS), Economics
Dominican College November 2007 - Present
Tosco Corp. January 1994 - July 1995
Swiss Bank Corporation September 1985 - December 1993
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Budgets, English, Windows, Outlook, Distance Learning, Learning Management..., Budget Monitoring, Budget Management, Faculty Training, Faculty Development, Student support, Jenzabar, Blackboard
Education
Fordham University 1981 — 1985
Bachelor of Science (BS), Economics
Ed Mount Ed Mount's Swiss Bank Corporation Experience 1986 - 1999
Job Managing Director at Nomura Securities
Industry Financial Services
Experience
Nomura Securities November 2014 - Present
Royal Bank of Scotland August 2011 - September 2014
Elysium Technology Group 2007 - 2011
Elysium Capital Group 2001 - 2011
Bank of New Canaan 2001 - 2005
UBS 1986 - 1999
O'Connor and Associates 1986 - 1999
Swiss Bank Corporation 1986 - 1999
Skills
Trading Systems, Trading, Risk Management, Options, Management, Investment Banking, Financial Markets, FX trading, FX Options, Electronic Trading, Derivatives
Education
The University of Chicago - Booth School of Business 1987 — 1990
Finance
Massachusetts Institute of Technology 1982 — 1986
Bachelor of Science (BS), Mechanical Engineering
Nomura Securities November 2014 - Present
Royal Bank of Scotland August 2011 - September 2014
Elysium Technology Group 2007 - 2011
Elysium Capital Group 2001 - 2011
Bank of New Canaan 2001 - 2005
UBS 1986 - 1999
O'Connor and Associates 1986 - 1999
Swiss Bank Corporation 1986 - 1999
Skills
Trading Systems, Trading, Risk Management, Options, Management, Investment Banking, Financial Markets, FX trading, FX Options, Electronic Trading, Derivatives
Education
The University of Chicago - Booth School of Business 1987 — 1990
Finance
Massachusetts Institute of Technology 1982 — 1986
Bachelor of Science (BS), Mechanical Engineering
Robert Serio Robert Serio's Swiss Bank Corporation Experience March 1972 - July 1976
Job Frequest Guest at Computer Talk With Tab on WTIC newstalk 1080 AM
Industry Consumer Electronics
Experience
Computer Talk With Tab on WTIC newstalk 1080 AM December 2009 - Present
Perfect Vision & Sound August 1992 - Present
High Performance Review Magazine June 1988 - March 1997
Presti Sales December 1982 - September 1985
The Stereo Shop July 1976 - July 1982
Swiss Bank Corporation March 1972 - July 1976
BobSer June 1969 - June 1971
Skills
Entrepreneurship, Start-ups, Marketing Strategy, New Business Development, E-commerce, Sales Management, Business Strategy, Product Development, Marketing
Education
CUNY Bronx Community College 1972 — 1973
Electrical, Electronics and Communications Engineering
St Raymonds High School 1968 — 1972
Sacred Heart Private School 1959 — 1968
Computer Talk With Tab on WTIC newstalk 1080 AM December 2009 - Present
Perfect Vision & Sound August 1992 - Present
High Performance Review Magazine June 1988 - March 1997
Presti Sales December 1982 - September 1985
The Stereo Shop July 1976 - July 1982
Swiss Bank Corporation March 1972 - July 1976
BobSer June 1969 - June 1971
Skills
Entrepreneurship, Start-ups, Marketing Strategy, New Business Development, E-commerce, Sales Management, Business Strategy, Product Development, Marketing
Education
CUNY Bronx Community College 1972 — 1973
Electrical, Electronics and Communications Engineering
St Raymonds High School 1968 — 1972
Sacred Heart Private School 1959 — 1968
Cindy Reis Cindy Reis's Swiss Bank Corporation Experience 1983 - 1985
Job Communications Specialist at Township of Springfield
Industry Marketing and Advertising
Experience
Township of Springfield October 2014 - Present
Borough of New Providence 2004 - Present
New Providence Business & Professional Association 2007 - Present
Government Strategy Group 2009 - 2011
MasterCard International 1987 - 1996
Citicorp Investment Bank 1985 - 1988
Swiss Bank Corporation 1983 - 1985
Skills
Marketing Communications, Marketing, Public Relations, Advertising, Business Development, Editing, Marketing Strategy, Strategic Communications, Media Relations, Integrated Marketing, Corporate Communications, Social Media, Social Media Marketing, Project Management, Email Marketing, Digital Marketing, Brand Development, Strategic Partnerships, Direct Marketing, Strategy, Corporate Branding, Online Advertising, Online Marketing, Content Management, Mobile Marketing
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Marketing/International Business
Lehigh University
BS, Industrial Engineering
Township of Springfield October 2014 - Present
Borough of New Providence 2004 - Present
New Providence Business & Professional Association 2007 - Present
Government Strategy Group 2009 - 2011
MasterCard International 1987 - 1996
Citicorp Investment Bank 1985 - 1988
Swiss Bank Corporation 1983 - 1985
Skills
Marketing Communications, Marketing, Public Relations, Advertising, Business Development, Editing, Marketing Strategy, Strategic Communications, Media Relations, Integrated Marketing, Corporate Communications, Social Media, Social Media Marketing, Project Management, Email Marketing, Digital Marketing, Brand Development, Strategic Partnerships, Direct Marketing, Strategy, Corporate Branding, Online Advertising, Online Marketing, Content Management, Mobile Marketing
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Marketing/International Business
Lehigh University
BS, Industrial Engineering
Jim McDade's Swiss Bank Corporation Experience August 1977 - July 2005
Job VP Customer Relationship Management at The Clearing House
Industry Financial Services
Experience
The Clearing House September 2010 - Present
Morgan Stanley (through Xcitek Consulting) January 2010 - August 2010
Swiss Bank Corporation August 1977 - July 2005
UBS Investment Bank 2000 - 2005
UBS 1977 - 2005
Bank of New York August 1975 - August 1977
Skills
Strategy, CRM, Management, Leadership, Change Management, Cross-functional Team..., Process Improvement, Management Consulting, Banking, Business Development, Business Intelligence, Analysis, Operations Management, Training, Investment Banking, Financial Services, Financial Risk, Vendor Management, Portfolio Management, Employee Engagement, Mergers & Acquisitions, Trading, Project Management, Talent Management, Acquisition Integration, Finance, Risk Management, Insurance, Networking, Equities, Securities, Corporate Actions, Credit Cards, Capital Markets, Operational Risk, Investments, Human Resources, Service Delivery
Education
St. Francis College, NY 1970 — 1974
BS
St. Francis Prep 1966 — 1970
The Clearing House September 2010 - Present
Morgan Stanley (through Xcitek Consulting) January 2010 - August 2010
Swiss Bank Corporation August 1977 - July 2005
UBS Investment Bank 2000 - 2005
UBS 1977 - 2005
Bank of New York August 1975 - August 1977
Skills
Strategy, CRM, Management, Leadership, Change Management, Cross-functional Team..., Process Improvement, Management Consulting, Banking, Business Development, Business Intelligence, Analysis, Operations Management, Training, Investment Banking, Financial Services, Financial Risk, Vendor Management, Portfolio Management, Employee Engagement, Mergers & Acquisitions, Trading, Project Management, Talent Management, Acquisition Integration, Finance, Risk Management, Insurance, Networking, Equities, Securities, Corporate Actions, Credit Cards, Capital Markets, Operational Risk, Investments, Human Resources, Service Delivery
Education
St. Francis College, NY 1970 — 1974
BS
St. Francis Prep 1966 — 1970
Caryn Smith's Swiss Bank Corporation Experience 1988 - 1991
Job Independent Travel & Hospitality Industry Consultant
Industry Leisure, Travel & Tourism
Experience
Independent Consultant August 2004 - Present
Travelweb LLC January 2002 - August 2004
The Destination Group February 2000 - December 2001
American Airlines September 1993 - February 2000
Argosy Software 1991 - 1992
Swiss Bank Corporation 1988 - 1991
Skills
Strategy, Start-ups, Corporate Development, Business Planning, Management, Strategic Planning, Mergers & Acquisitions, Business Development, Mergers, Analysis, Online Marketing, Business Strategy, Finance, Product Development, Venture Capital, E-commerce, Entrepreneurship, Digital Marketing, Social Media Marketing, Strategic Partnerships, Hospitality, Training, Product Marketing, Executive Management, Product Management, Budgets, Private Equity
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MBA
Mount Holyoke College 1979 — 1983
B.S.
Dartmouth College
Institut de Francais 1992 — 1992
Independent Consultant August 2004 - Present
Travelweb LLC January 2002 - August 2004
The Destination Group February 2000 - December 2001
American Airlines September 1993 - February 2000
Argosy Software 1991 - 1992
Swiss Bank Corporation 1988 - 1991
Skills
Strategy, Start-ups, Corporate Development, Business Planning, Management, Strategic Planning, Mergers & Acquisitions, Business Development, Mergers, Analysis, Online Marketing, Business Strategy, Finance, Product Development, Venture Capital, E-commerce, Entrepreneurship, Digital Marketing, Social Media Marketing, Strategic Partnerships, Hospitality, Training, Product Marketing, Executive Management, Product Management, Budgets, Private Equity
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MBA
Mount Holyoke College 1979 — 1983
B.S.
Dartmouth College
Institut de Francais 1992 — 1992
Rick Diederich Rick Diederich's Swiss Bank Corporation Experience 1997 - 1998
Job Principal at Diederich & Associates
Industry Management Consulting
Experience
EcoDynamics Intl 2009 - Present
ILS-Partners 2006 - Present
Diederich & Associates January 1980 - Present
MetLife January 2000 - November 2000
Swiss Bank Corporation 1997 - 1998
Southern Electric March 1996 - October 1996
IBM 1974 - 1980
Skills
Process Management, Process Analysis, International Project..., System Integration..., System Integration..., IT Service Management, IT Management, Integration
Education
Cal Poly Pomona
California State University - Los Angeles
EcoDynamics Intl 2009 - Present
ILS-Partners 2006 - Present
Diederich & Associates January 1980 - Present
MetLife January 2000 - November 2000
Swiss Bank Corporation 1997 - 1998
Southern Electric March 1996 - October 1996
IBM 1974 - 1980
Skills
Process Management, Process Analysis, International Project..., System Integration..., System Integration..., IT Service Management, IT Management, Integration
Education
Cal Poly Pomona
California State University - Los Angeles
Lev Shtitsberg Lev Shtitsberg's Swiss Bank Corporation Experience January 1997 - August 1998
Job Sr. Technical Lead at HCL Technologies (client Citigroup)
Industry Financial Services
Experience
HCL Technologies (Infrastructure Services Division) November 2013 - Present
HCL Technologies February 2011 - November 2013
Citigroup April 1998 - February 2011
SWISS BANK CORPORATION, January 1997 - August 1998
Skills
WebSphere MQ, COBOLII, COBOL, Programming, VSAM, DB2, Back Office, CICS, Financial Services, JCL, Sybase, TSO, Business Requirements, SDLC, Requirements Gathering, User Acceptance Testing, Mainframe, Data Warehousing, Software Project..., Requirements Analysis, Reference Data, Quality Center, Trading Systems, Market Data, SQL
Education
Globe Institute Of Technology 1994 — 1996
Computer programming and design techniques with database (DB2), 2.95
Globe Institute Of Technology, Inc 291 Broadway, New York, NY 10007 Computer programming and design
Globe Institute of Technology
HCL Technologies (Infrastructure Services Division) November 2013 - Present
HCL Technologies February 2011 - November 2013
Citigroup April 1998 - February 2011
SWISS BANK CORPORATION, January 1997 - August 1998
Skills
WebSphere MQ, COBOLII, COBOL, Programming, VSAM, DB2, Back Office, CICS, Financial Services, JCL, Sybase, TSO, Business Requirements, SDLC, Requirements Gathering, User Acceptance Testing, Mainframe, Data Warehousing, Software Project..., Requirements Analysis, Reference Data, Quality Center, Trading Systems, Market Data, SQL
Education
Globe Institute Of Technology 1994 — 1996
Computer programming and design techniques with database (DB2), 2.95
Globe Institute Of Technology, Inc 291 Broadway, New York, NY 10007 Computer programming and design
Globe Institute of Technology
Beth Donahue, CFA, FRM Beth Donahue, CFA, FRM's Swiss Bank Corporation Experience 1988 - 1990
Job Principal at ACK Advisors, LLC
Industry Financial Services
Experience
ACK Advisors, LLC May 2009 - Present
Bayerische Hypo und Vereinsbank, AG ( acquired by UniCredit ) March 1997 - May 2009
Barclays Bank 1991 - 1997
Swiss Bank Corporation 1988 - 1990
First Interstate Bank, N.A. 1985 - 1988
Skills
Financial Structuring, Loan Origination, Capital Markets, Credit Analysis, Portfolio Management, Credit Risk, Investment Banking, Loans, Structured Finance, Banking, Finance, Leveraged Finance, Investments, Funding, Strategy, Commercial Banking, Alternative Investments, Project Finance, Corporate Finance, Trading, Financial Analysis, Credit, Syndications, Underwriting, Commodity, Fixed Income, Market Risk, Emerging Markets, Valuation, Derivatives, Private Equity, Structured Products
Education
Barnard College
BA, Economics and Mathematics
ACK Advisors, LLC May 2009 - Present
Bayerische Hypo und Vereinsbank, AG ( acquired by UniCredit ) March 1997 - May 2009
Barclays Bank 1991 - 1997
Swiss Bank Corporation 1988 - 1990
First Interstate Bank, N.A. 1985 - 1988
Skills
Financial Structuring, Loan Origination, Capital Markets, Credit Analysis, Portfolio Management, Credit Risk, Investment Banking, Loans, Structured Finance, Banking, Finance, Leveraged Finance, Investments, Funding, Strategy, Commercial Banking, Alternative Investments, Project Finance, Corporate Finance, Trading, Financial Analysis, Credit, Syndications, Underwriting, Commodity, Fixed Income, Market Risk, Emerging Markets, Valuation, Derivatives, Private Equity, Structured Products
Education
Barnard College
BA, Economics and Mathematics
Diana Nicholson's Swiss Bank Corporation Experience 1995 - 1997
Job CoFounder at CloudHire.com
Industry Internet
Experience
CloudHire.com January 2014 - Present
Local Job Ventures, LLC January 2012 - Present
Good Network, Inc. September 2008 - Present
Twins Enterprise July 2007 - September 2008
Monster Worldwide 2001 - 2007
GetConnected.com 1999 - 2001
Swiss Bank Corporation 1995 - 1997
Barclays 1994 - 1995
First Boston 1992 - 1994
Skills
Management Consulting, Leadership, Strategy, SEM, Start-ups, Strategic Planning, Product Development, Business Development, Marketing Strategy, Recruiting, New Business Development, Social Media, Web Analytics, Marketing, Product Management, E-commerce, Market Research, Business Strategy, Social Media Marketing, Management, Online Advertising, Lead Generation, Online Marketing, Entrepreneurship, SaaS, Social Networking, Account Management, Customer Acquisition, Email Marketing, Talent Management, Strategic Partnerships, Product Marketing, B2B, Direct Sales, Enterprise Software, Advertising, SEO, CRM, Sales Management, Talent Acquisition, Cross-functional Team..., Sales
Education
Harvard Business School 1997 — 1999
MBA
CloudHire.com January 2014 - Present
Local Job Ventures, LLC January 2012 - Present
Good Network, Inc. September 2008 - Present
Twins Enterprise July 2007 - September 2008
Monster Worldwide 2001 - 2007
GetConnected.com 1999 - 2001
Swiss Bank Corporation 1995 - 1997
Barclays 1994 - 1995
First Boston 1992 - 1994
Skills
Management Consulting, Leadership, Strategy, SEM, Start-ups, Strategic Planning, Product Development, Business Development, Marketing Strategy, Recruiting, New Business Development, Social Media, Web Analytics, Marketing, Product Management, E-commerce, Market Research, Business Strategy, Social Media Marketing, Management, Online Advertising, Lead Generation, Online Marketing, Entrepreneurship, SaaS, Social Networking, Account Management, Customer Acquisition, Email Marketing, Talent Management, Strategic Partnerships, Product Marketing, B2B, Direct Sales, Enterprise Software, Advertising, SEO, CRM, Sales Management, Talent Acquisition, Cross-functional Team..., Sales
Education
Harvard Business School 1997 — 1999
MBA
Gregory Minard Gregory Minard's Swiss Bank Corporation Experience 1989 - 1989
Job Director at Industrial and Commercial Bank of China (ICBC) Financial Services LLC
Industry Financial Services
Experience
Independent Consultant January 2014 - October 2014
UBS 1995 - 2013
Kidder Peabody 1991 - 1995
G.X. Clarke & Co 1990 - 1991
Swiss Bank Corporation 1989 - 1989
Skills
Mutual Funds, Asset Management, Structured Products, Investments, Bloomberg, Series 7, Fixed Income, Emerging Markets, Securities Lending, Portfolio Management, Series 63, Financial Analysis, Bonds, Banking, Investment Banking, Securities, Wealth Management, Trading, Capital Markets, Financial Markets, High Yield, FX Options, Equities, Alternative Investments, Hedge Funds, Financial Modeling, Derivatives, Credit Derivatives, Corporate Finance, Options, Electronic Trading, Valuation, Trading Systems, Prime Brokerage, Equity Derivatives, Structured Finance, Swaps, Financial Structuring, Series 24, Financial Services, Risk Management, Finance, Financial Risk
Education
Long Island University, C.W. Post Campus 1985 — 1990
MBA, Finance
Long Island University, C.W. Post Campus 1985 — 1990
BA - Economics
Great Neck South High School 1981 — 1985
Independent Consultant January 2014 - October 2014
UBS 1995 - 2013
Kidder Peabody 1991 - 1995
G.X. Clarke & Co 1990 - 1991
Swiss Bank Corporation 1989 - 1989
Skills
Mutual Funds, Asset Management, Structured Products, Investments, Bloomberg, Series 7, Fixed Income, Emerging Markets, Securities Lending, Portfolio Management, Series 63, Financial Analysis, Bonds, Banking, Investment Banking, Securities, Wealth Management, Trading, Capital Markets, Financial Markets, High Yield, FX Options, Equities, Alternative Investments, Hedge Funds, Financial Modeling, Derivatives, Credit Derivatives, Corporate Finance, Options, Electronic Trading, Valuation, Trading Systems, Prime Brokerage, Equity Derivatives, Structured Finance, Swaps, Financial Structuring, Series 24, Financial Services, Risk Management, Finance, Financial Risk
Education
Long Island University, C.W. Post Campus 1985 — 1990
MBA, Finance
Long Island University, C.W. Post Campus 1985 — 1990
BA - Economics
Great Neck South High School 1981 — 1985
Michele Eisenberg Michele Eisenberg's Swiss Bank Corporation Experience 1994 - 1995
Job Thrive Beyond Divorce Mentor ● Happiness Expert ● FREE eCourse: www.HappyFamilyAcademy.com
Industry Professional Training & Coaching
Experience
Happy Family Academy 2013 - Present
Sirius Leadership 2003 - Present
Rocket Launchers, Inc. 1998 - 2003
Swiss Bank Corporation 1994 - 1995
Nomura Italia 1991 - 1993
Skills
Executive Coaching, Leadership Development, Happiness, Love, Divorce, Children of Divorce, Divorce Coaching, Marriage, Parenting, Emotional Intelligence, Personal Development, Building Relationships, Coaching, Teaching, Entrepreneurship, Team Building, Stress Management, Social Networking, Relationship Management, Leadership, Healthy Relationships, Executive Development, Motivational Speaking, Thriving Relationships
Education
Brandeis International Business School 1989 — 1990
MA, International Economics and Finance
SDA Bocconi 1989 — 1989
MA Exchange, International Economics and Finance
Brandeis University 1986 — 1989
BA, Economics
Happy Family Academy 2013 - Present
Sirius Leadership 2003 - Present
Rocket Launchers, Inc. 1998 - 2003
Swiss Bank Corporation 1994 - 1995
Nomura Italia 1991 - 1993
Skills
Executive Coaching, Leadership Development, Happiness, Love, Divorce, Children of Divorce, Divorce Coaching, Marriage, Parenting, Emotional Intelligence, Personal Development, Building Relationships, Coaching, Teaching, Entrepreneurship, Team Building, Stress Management, Social Networking, Relationship Management, Leadership, Healthy Relationships, Executive Development, Motivational Speaking, Thriving Relationships
Education
Brandeis International Business School 1989 — 1990
MA, International Economics and Finance
SDA Bocconi 1989 — 1989
MA Exchange, International Economics and Finance
Brandeis University 1986 — 1989
BA, Economics
David O Nordby's Swiss Bank Corporation Experience 1991 - 1993
Job Financial Services Senior Advisor
Industry Financial Services
Experience
Moodys KMV 1994 - 2003
Swiss Bank Corporation 1991 - 1993
Skills
Banking, Credit, Management, Start-ups, Commercial Lending, Portfolio Management, Risk Management, Sales, Credit Risk, Executive Management, Finance, Financial Risk, Fixed Income, Financial Services, Investments, Mergers, Strategy, Capital Markets
Education
Harvard College
AB, Anthropology
Moodys KMV 1994 - 2003
Swiss Bank Corporation 1991 - 1993
Skills
Banking, Credit, Management, Start-ups, Commercial Lending, Portfolio Management, Risk Management, Sales, Credit Risk, Executive Management, Finance, Financial Risk, Fixed Income, Financial Services, Investments, Mergers, Strategy, Capital Markets
Education
Harvard College
AB, Anthropology
Maria C. Trujillo's Swiss Bank Corporation Experience January 1981 - October 1995
Job Moving you in the right direction...your advocate in the sale or purchase of your home!
Industry Real Estate
Experience
Tucson Expert Agents March 2015 - Present
Desert Living Properties SouthWest January 2001 - Present
Project Grad Extreme Car Show 2011 - 2012
Swiss Bank Corporation January 1981 - October 1995
Skills
First Time Home Buyers, Single Family Homes, Property Management, Condos, Relocation, Rentals, Listings, Real Estate Transactions, Referrals, Real Estate Development, Townhomes, SFR, Vacation Homes, Selling, Lease Options, Private Money, Return on Investment, Rehabbing, Rehabs, Fix & Flip, Foreclosures, Short Sales, Landlord, Real Estate Financing, Education, Real Estate Economics, Asset Management, Real Property, Landlords, Property, Brokerage, HUD, Marketing, International Real..., Sales, Buyers, Buyer Representation, Luxury, Real Estate Investor, Commercial Real Estate, New Home Sales, FHA, Apartments, Seniors, Investment Properties
Education
Arizona State University 1978 — 1981
BA Business Administration, International Business/Marketing
Tucson Expert Agents March 2015 - Present
Desert Living Properties SouthWest January 2001 - Present
Project Grad Extreme Car Show 2011 - 2012
Swiss Bank Corporation January 1981 - October 1995
Skills
First Time Home Buyers, Single Family Homes, Property Management, Condos, Relocation, Rentals, Listings, Real Estate Transactions, Referrals, Real Estate Development, Townhomes, SFR, Vacation Homes, Selling, Lease Options, Private Money, Return on Investment, Rehabbing, Rehabs, Fix & Flip, Foreclosures, Short Sales, Landlord, Real Estate Financing, Education, Real Estate Economics, Asset Management, Real Property, Landlords, Property, Brokerage, HUD, Marketing, International Real..., Sales, Buyers, Buyer Representation, Luxury, Real Estate Investor, Commercial Real Estate, New Home Sales, FHA, Apartments, Seniors, Investment Properties
Education
Arizona State University 1978 — 1981
BA Business Administration, International Business/Marketing
Brian Robins Brian Robins's Swiss Bank Corporation Experience 1990 - 1992
Job Experienced marketing executive specializing in enterprise software and IT services
Industry Information Technology and Services
Experience
Bentley Systems September 2013 - Present
MAANA December 2012 - Present
SunGard 1999 - December 2011
Infinity Financial Technology Inc. 1995 - 1999
PARIBAS 1994 - 1995
Custom Apps Ltd 1992 - 1994
Swiss Bank Corporation 1990 - 1992
Neuron Data 1988 - 1990
Alexanders, Laing & Cruickshank 1986 - 1987
Citi 1980 - 1986
Skills
Thought Leadership, Value Propositions, Social Media, Analyst Relations, Sustainability, Crisis Communications, Corporate Branding, Product Marketing, Enterprise Software, Product Management, Strategy, Go-to-market Strategy, Demand Generation, SaaS, Positioning, Business Development, Marketing Communications, Start-ups, Strategic Partnerships, Cloud Computing, Risk Management, Salesforce.com, Digital Marketing, Marketing Strategy, CRM, Mergers & Acquisitions, Product Launch, Marketing
Education
INSEAD 1988 — 1988
MBA
University of Oxford 1977 — 1980
BA (Hons) Jurisprudence, Law
Bentley Systems September 2013 - Present
MAANA December 2012 - Present
SunGard 1999 - December 2011
Infinity Financial Technology Inc. 1995 - 1999
PARIBAS 1994 - 1995
Custom Apps Ltd 1992 - 1994
Swiss Bank Corporation 1990 - 1992
Neuron Data 1988 - 1990
Alexanders, Laing & Cruickshank 1986 - 1987
Citi 1980 - 1986
Skills
Thought Leadership, Value Propositions, Social Media, Analyst Relations, Sustainability, Crisis Communications, Corporate Branding, Product Marketing, Enterprise Software, Product Management, Strategy, Go-to-market Strategy, Demand Generation, SaaS, Positioning, Business Development, Marketing Communications, Start-ups, Strategic Partnerships, Cloud Computing, Risk Management, Salesforce.com, Digital Marketing, Marketing Strategy, CRM, Mergers & Acquisitions, Product Launch, Marketing
Education
INSEAD 1988 — 1988
MBA
University of Oxford 1977 — 1980
BA (Hons) Jurisprudence, Law
Andreas Forrer, Ph. D., PMP Andreas Forrer, Ph. D., PMP's Swiss Bank Corporation Experience 1992 - 1995
Job Senior Project Manager for Infrastructure and Operations at CME Group
Industry Financial Services
Experience
CME Group August 2011 - Present
UBS Investment Bank January 2006 - July 2011
Perot Systems 1998 - 2005
Perot Systems 1996 - 1998
Swiss Bank Corporation 1992 - 1995
Swiss Bank Corporation 1988 - 1991
Skills
IT Strategy, Vendor Management, IT Management, SDLC, ITIL, Business Analysis, Program Management, Integration, PMP, Project Management, Process Improvement, Cross-functional Team..., Software Documentation, Risk Management, Software Development, Management, Testing, Security, Unix, Enterprise Software, Databases, Scrum, Project Planning, Requirements Gathering, Information Technology, Infrastructure, System Deployment
Education
HEC Lausanne - The Faculty of Business and Economics of the University of Lausanne
Ph.D. in Business Economics, Strategic planning
University of St.Gallen
MBA, Organization and Project Management
Universität St.Gallen - Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften
Universität St.Gallen - Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften
CME Group August 2011 - Present
UBS Investment Bank January 2006 - July 2011
Perot Systems 1998 - 2005
Perot Systems 1996 - 1998
Swiss Bank Corporation 1992 - 1995
Swiss Bank Corporation 1988 - 1991
Skills
IT Strategy, Vendor Management, IT Management, SDLC, ITIL, Business Analysis, Program Management, Integration, PMP, Project Management, Process Improvement, Cross-functional Team..., Software Documentation, Risk Management, Software Development, Management, Testing, Security, Unix, Enterprise Software, Databases, Scrum, Project Planning, Requirements Gathering, Information Technology, Infrastructure, System Deployment
Education
HEC Lausanne - The Faculty of Business and Economics of the University of Lausanne
Ph.D. in Business Economics, Strategic planning
University of St.Gallen
MBA, Organization and Project Management
Universität St.Gallen - Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften
Universität St.Gallen - Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften
Ralph Garcia, Jr., CFP®, CIMA®'s Swiss Bank Corporation Experience June 1987 - August 1987
Job Managing Director Investments and Senior Institutional Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2009 - Present
UBS Financial Services, Inc. January 1992 - January 2009
Morgan Stanley & Co. August 1988 - January 1992
Swiss Bank Corporation June 1987 - August 1987
Education
University of Pennsylvania - The Wharton School 1994 — 1994
IMCA Certified Investment Management Analyst Program, Investments and Securities
University of California, Berkeley, Haas School of Business 1986 — 1988
MBA, Finance
University of California, Santa Barbara 1980 — 1983
BA, Business-Economics
Foothill College 1978 — 1980
Science / Mathematics
Wells Fargo Advisors January 2009 - Present
UBS Financial Services, Inc. January 1992 - January 2009
Morgan Stanley & Co. August 1988 - January 1992
Swiss Bank Corporation June 1987 - August 1987
Education
University of Pennsylvania - The Wharton School 1994 — 1994
IMCA Certified Investment Management Analyst Program, Investments and Securities
University of California, Berkeley, Haas School of Business 1986 — 1988
MBA, Finance
University of California, Santa Barbara 1980 — 1983
BA, Business-Economics
Foothill College 1978 — 1980
Science / Mathematics
Ken Walker Ken Walker's Swiss Bank Corporation Experience 1992 - 1997
Job Managing Director at NewOak Capital
Industry Capital Markets
Experience
NewOak Capital March 2015 - Present
ClearView-Associates, LLC April 2009 - Present
HealthCare Enterprises 2009 - 2011
Primus Guaranty, Ltd. July 2007 - March 2009
UHY Advisors October 2006 - July 2007
Tigers Court LLC 2002 - November 2006
JPMorgan Chase 1997 - 2002
Swiss Bank Corporation 1992 - 1997
US Trust 1980 - 1990
Irving Trust Company 1977 - 1980
Skills
Derivatives, Financial Risk, Capital Markets, Credit Risk, Risk Management, Hedge Funds, Credit Derivatives, Banking, Operational Risk, Financial Structuring, Liquidity Risk, Enterprise Risk..., Structured Finance, Basel II, Equities, Portfolio Management, Private Equity, Commodity, Corporate Finance, Due Diligence, Securities, Finance, Options, Counterparty Risk, Structured Products, Asset Management, Hedging, Operational Risk..., Market Risk, MBS, CDO, Compliance, Trading, Credit, Project Finance, Bloomberg, Financial Institutions, Securitization, Investments, Asset Managment, Financial Services, CDS, Risk, Interest Rate..., Alternative Investments
Education
Monmouth University 1979 — 1981
MBA, Finance
Wagner College 1973 — 1976
B.S., Accounting
NewOak Capital March 2015 - Present
ClearView-Associates, LLC April 2009 - Present
HealthCare Enterprises 2009 - 2011
Primus Guaranty, Ltd. July 2007 - March 2009
UHY Advisors October 2006 - July 2007
Tigers Court LLC 2002 - November 2006
JPMorgan Chase 1997 - 2002
Swiss Bank Corporation 1992 - 1997
US Trust 1980 - 1990
Irving Trust Company 1977 - 1980
Skills
Derivatives, Financial Risk, Capital Markets, Credit Risk, Risk Management, Hedge Funds, Credit Derivatives, Banking, Operational Risk, Financial Structuring, Liquidity Risk, Enterprise Risk..., Structured Finance, Basel II, Equities, Portfolio Management, Private Equity, Commodity, Corporate Finance, Due Diligence, Securities, Finance, Options, Counterparty Risk, Structured Products, Asset Management, Hedging, Operational Risk..., Market Risk, MBS, CDO, Compliance, Trading, Credit, Project Finance, Bloomberg, Financial Institutions, Securitization, Investments, Asset Managment, Financial Services, CDS, Risk, Interest Rate..., Alternative Investments
Education
Monmouth University 1979 — 1981
MBA, Finance
Wagner College 1973 — 1976
B.S., Accounting
Chris Huson Chris Huson's Swiss Bank Corporation Experience August 1994 - August 1996
Job Mathematics Teacher at Bronx Early College Academy
Industry Education Management
Experience
NYC Department of Education August 2012 - Present
New Amsterdam Early Childhood Center February 2006 - August 2012
Santander July 2006 - February 2011
JP Morgan April 1998 - July 2006
UBS May 1987 - April 1998
Swiss Bank Corporation August 1994 - August 1996
O'Connor and Associates May 1987 - August 1994
O'Connor & Associates June 1980 - October 1981
Education
Teachers College of Columbia University 2010 — 2012
Master of Arts (M.A.), Mathematics Education
Massachusetts Institute of Technology 1977 — 1980
Bachelor of Science (B.S.), Management Science
East Mecklenberg High School 1973 — 1977
NYC Department of Education August 2012 - Present
New Amsterdam Early Childhood Center February 2006 - August 2012
Santander July 2006 - February 2011
JP Morgan April 1998 - July 2006
UBS May 1987 - April 1998
Swiss Bank Corporation August 1994 - August 1996
O'Connor and Associates May 1987 - August 1994
O'Connor & Associates June 1980 - October 1981
Education
Teachers College of Columbia University 2010 — 2012
Master of Arts (M.A.), Mathematics Education
Massachusetts Institute of Technology 1977 — 1980
Bachelor of Science (B.S.), Management Science
East Mecklenberg High School 1973 — 1977
Mike Raffety Mike Raffety's Swiss Bank Corporation Experience 1992 - 1996
Job Vice President at Northern Trust Corporation
Industry Computer Networking
Experience
Northern Trust Corporation October 2013 - Present
Northern Trust Corporation May 2009 - October 2013
Toastmasters International August 2008 - August 2010
Apex Systems June 2008 - May 2009
UBS 2001 - December 2007
Perot Systems 1996 - 2001
Swiss Bank Corporation 1992 - 1996
O'Connor & Associates 1986 - 1992
Skills
Policy, Microsoft Excel, Program Management, Strategic Planning, Change Management, Process Improvement, Leadership Development, Business Analysis, Public Speaking, Team Building, Project Management, Team Leadership, Coaching, Vendor Management, Leadership, Risk Management, IT Strategy, Management Consulting, Organizational..., Business Strategy, Business Process..., Training, Nonprofits, Integration, New Business Development, Strategy, Fundraising, Management, Negotiation, Project Planning, Executive Coaching, Analysis, Business Planning, Business Intelligence, Mentoring, Entrepreneurship, Time Management, Networking, Forecasting, Cross-functional Team..., Mergers & Acquisitions, Budgets, Business Development, Start-ups, Consulting, Outsourcing, SDLC, Governance, Testing, CRM
Education
Lake Forest Graduate School of Management 1998 — 2000
MBA
Northern Trust Corporation October 2013 - Present
Northern Trust Corporation May 2009 - October 2013
Toastmasters International August 2008 - August 2010
Apex Systems June 2008 - May 2009
UBS 2001 - December 2007
Perot Systems 1996 - 2001
Swiss Bank Corporation 1992 - 1996
O'Connor & Associates 1986 - 1992
Skills
Policy, Microsoft Excel, Program Management, Strategic Planning, Change Management, Process Improvement, Leadership Development, Business Analysis, Public Speaking, Team Building, Project Management, Team Leadership, Coaching, Vendor Management, Leadership, Risk Management, IT Strategy, Management Consulting, Organizational..., Business Strategy, Business Process..., Training, Nonprofits, Integration, New Business Development, Strategy, Fundraising, Management, Negotiation, Project Planning, Executive Coaching, Analysis, Business Planning, Business Intelligence, Mentoring, Entrepreneurship, Time Management, Networking, Forecasting, Cross-functional Team..., Mergers & Acquisitions, Budgets, Business Development, Start-ups, Consulting, Outsourcing, SDLC, Governance, Testing, CRM
Education
Lake Forest Graduate School of Management 1998 — 2000
MBA
Scott Wilks's Swiss Bank Corporation Experience September 1985 - December 1995
Job Vice President at HSBC Bank
Industry Capital Markets
Experience
HSBC September 2004 - Present
SS&C Technologies December 1996 - August 2004
Swiss Bank Corporation September 1985 - December 1995
Skills
Equities, Derivatives, Fixed Income, Trading Systems, Electronic Trading, FX Options, Back Office, Capital Markets, Middle Office, Options, Market Data, Securities, Calypso, Precious Metals, Base Metals, Global Custody, Emerging Markets, Business Analysis, Swaps, Foreign Exchange, Credit Derivatives, FX trading, Equity Derivatives, Sybase, Market Risk, Banking, Financial Markets, Commodity, Structured Products, Bonds, Hedge Funds, Equity Trading, Trading, Collateral Management, Risk Management, Prime Brokerage, Settlement, Portfolio Management, Operational Risk, Investment Banking, Interest Rate..., SWIFT payments, Money Market, Credit Risk, Financial Risk, Relationship Management
Education
Boston University - School of Management 1984 — 1985
Master of Science (M.S.), Management Information Systems
Boston University - School of Management 1980 — 1984
Bachelor of Science (B.S.), Business Administration/Management
HSBC September 2004 - Present
SS&C Technologies December 1996 - August 2004
Swiss Bank Corporation September 1985 - December 1995
Skills
Equities, Derivatives, Fixed Income, Trading Systems, Electronic Trading, FX Options, Back Office, Capital Markets, Middle Office, Options, Market Data, Securities, Calypso, Precious Metals, Base Metals, Global Custody, Emerging Markets, Business Analysis, Swaps, Foreign Exchange, Credit Derivatives, FX trading, Equity Derivatives, Sybase, Market Risk, Banking, Financial Markets, Commodity, Structured Products, Bonds, Hedge Funds, Equity Trading, Trading, Collateral Management, Risk Management, Prime Brokerage, Settlement, Portfolio Management, Operational Risk, Investment Banking, Interest Rate..., SWIFT payments, Money Market, Credit Risk, Financial Risk, Relationship Management
Education
Boston University - School of Management 1984 — 1985
Master of Science (M.S.), Management Information Systems
Boston University - School of Management 1980 — 1984
Bachelor of Science (B.S.), Business Administration/Management
Sajid Virani Sajid Virani's Swiss Bank Corporation Experience November 1994 - July 1995
Job Infrastructure Operations Manager at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions October 2012 - Present
MajescoMastek May 2012 - October 2012
AIG June 2010 - May 2012
UBS February 1999 - November 2009
United Parcel Service March 1997 - October 1998
Con Edison April 1996 - March 1997
Prodigy Services December 1995 - April 1996
Goldman Sachs July 1995 - November 1995
Swiss Bank Corporation November 1994 - July 1995
Skills
Vendor Management, ITIL, vSphere, IT Service Management, IT Strategy, IT Management, Disaster Recovery, Data Center, Windows, Incident Management, Enterprise Architecture, Service Delivery, Infrastructure, Information Technology, SDLC, Unix, Servers, Business Analysis, Storage, Outsourcing, VMware, Networking
Education
Pace University 1993 — 1995
Masters, Comp Sc
St. Xavier's College 1986 — 1988
Broadridge Financial Solutions October 2012 - Present
MajescoMastek May 2012 - October 2012
AIG June 2010 - May 2012
UBS February 1999 - November 2009
United Parcel Service March 1997 - October 1998
Con Edison April 1996 - March 1997
Prodigy Services December 1995 - April 1996
Goldman Sachs July 1995 - November 1995
Swiss Bank Corporation November 1994 - July 1995
Skills
Vendor Management, ITIL, vSphere, IT Service Management, IT Strategy, IT Management, Disaster Recovery, Data Center, Windows, Incident Management, Enterprise Architecture, Service Delivery, Infrastructure, Information Technology, SDLC, Unix, Servers, Business Analysis, Storage, Outsourcing, VMware, Networking
Education
Pace University 1993 — 1995
Masters, Comp Sc
St. Xavier's College 1986 — 1988
Alane Steinacker Alane Steinacker's Swiss Bank Corporation Experience June 1989 - June 1994
Job Artist at Designs by Alane
Industry Design
Experience
Designs by Alane September 2009 - Present
Swiss Bank Corporation June 1989 - June 1994
Swiss Bank Corporation June 1989 - June 1994
Skills
Graphic Design, Photoshop, Photography, InDesign, Illustration, Web Design, Advertising, Blogging, Mac, Art, Social Networking, Graphics, Illustrator, Logo Design, Project Management, Project Planning, Project Coordination, Software Project...
Education
Rider University 1979 — 1983
BS, Business; Computer Science
Designs by Alane September 2009 - Present
Swiss Bank Corporation June 1989 - June 1994
Swiss Bank Corporation June 1989 - June 1994
Skills
Graphic Design, Photoshop, Photography, InDesign, Illustration, Web Design, Advertising, Blogging, Mac, Art, Social Networking, Graphics, Illustrator, Logo Design, Project Management, Project Planning, Project Coordination, Software Project...
Education
Rider University 1979 — 1983
BS, Business; Computer Science
Melinda McIntyre, PHR Melinda McIntyre, PHR's Swiss Bank Corporation Experience 1992 - 1994
Job Project Management Specialist at GP Strategies Corporation
Industry Professional Training & Coaching
Experience
GP Strategies Corporation November 2014 - Present
Xerox Learning Services February 2013 - November 2014
Time Warner Cable (formerly Insight Communications) October 2006 - July 2012
Insight Communications December 2005 - October 2006
Missouri Department of Transportation July 2000 - November 2005
ExecuTrain 1997 - 2000
Debevoise & Plimpton 1995 - 1997
Swiss Bank Corporation 1992 - 1994
Skills
Training, Employee Training, Team Building, Leadership, Coaching, Training Delivery, Customer Service, Performance Management, Call Centers, Leadership Development, Instructional Design, Management, Microsoft Office, Strategic Planning, Customer Satisfaction, Human Resources, Procedure Development, Cross-functional Team..., Customer Experience, Project Planning, Needs Analysis, Strategy, Webinars, Career Development, Time Management, Software Documentation, Organizational..., Development & delivery..., Hiring Employees, Content Development, Content Writing, Outlook, Workshop Facilitation, Team Leadership, Customer Retention, Hiring, Call Center Development, Salesforce Training, ADDIE, Learning Management..., Sales, Access, Analysis, Administration, Process Improvement, Project Management, Program Management, Telecommunications
Education
Indiana University Bloomington
Bachelor of Arts, Majors: English and German Minor: Education
Universität Hamburg 1985 — 1986
3 semesters of study toward BA, German
Bloomington High School North
GP Strategies Corporation November 2014 - Present
Xerox Learning Services February 2013 - November 2014
Time Warner Cable (formerly Insight Communications) October 2006 - July 2012
Insight Communications December 2005 - October 2006
Missouri Department of Transportation July 2000 - November 2005
ExecuTrain 1997 - 2000
Debevoise & Plimpton 1995 - 1997
Swiss Bank Corporation 1992 - 1994
Skills
Training, Employee Training, Team Building, Leadership, Coaching, Training Delivery, Customer Service, Performance Management, Call Centers, Leadership Development, Instructional Design, Management, Microsoft Office, Strategic Planning, Customer Satisfaction, Human Resources, Procedure Development, Cross-functional Team..., Customer Experience, Project Planning, Needs Analysis, Strategy, Webinars, Career Development, Time Management, Software Documentation, Organizational..., Development & delivery..., Hiring Employees, Content Development, Content Writing, Outlook, Workshop Facilitation, Team Leadership, Customer Retention, Hiring, Call Center Development, Salesforce Training, ADDIE, Learning Management..., Sales, Access, Analysis, Administration, Process Improvement, Project Management, Program Management, Telecommunications
Education
Indiana University Bloomington
Bachelor of Arts, Majors: English and German Minor: Education
Universität Hamburg 1985 — 1986
3 semesters of study toward BA, German
Bloomington High School North
Molly Kenefick Molly Kenefick's Swiss Bank Corporation Experience December 1991 - June 1994
Job Top Dog, Doggy Lama Pet Care, Inc.
Industry Consumer Services
Experience
Doggy Lama Pet Care, Inc. January 2005 - Present
Self-Employed April 1996 - April 2007
UCSF--JAIDS (Journal of AIDS) June 2004 - January 2005
Altera Corporation May 2001 - June 2004
Xandria.com September 1999 - August 2000
Passion Press January 1995 - January 1999
Swiss Bank Corporation December 1991 - June 1994
Japan Exchange and Teaching Program(me) (JET) August 1990 - July 1991
Skills
Problem Solving, Customer Satisfaction, Animal Behavior, Editing, Internal Communications, Blogging, Copywriting, Pets, Dogs, Dog Walking, Dog Behavior, Entrepreneurship, Management, Dog Training, Online Marketing, Social Media Marketing, Social Networking, Marketing, Technical Writing, Magazines, Content Management, Social Media, Advertising, Public Relations, Boarding, Mentoring
Education
dogTEC's Advanced DWA (Dog Walking Academy) 2013 — 2013
More of the best stuff ever: dog behavior and body language, Passed Advanced Dog Walking Test
dogTEC's DWA (Dog Walking Academy) 2005 — 2005
Certificate, Dog behavior, dog body language, pack management
Sarah Lawrence College 1987 — 1990
Bachelor of Liberal Arts, Creative Writing, Italian, Art History, Economics
Doggy Lama Pet Care, Inc. January 2005 - Present
Self-Employed April 1996 - April 2007
UCSF--JAIDS (Journal of AIDS) June 2004 - January 2005
Altera Corporation May 2001 - June 2004
Xandria.com September 1999 - August 2000
Passion Press January 1995 - January 1999
Swiss Bank Corporation December 1991 - June 1994
Japan Exchange and Teaching Program(me) (JET) August 1990 - July 1991
Skills
Problem Solving, Customer Satisfaction, Animal Behavior, Editing, Internal Communications, Blogging, Copywriting, Pets, Dogs, Dog Walking, Dog Behavior, Entrepreneurship, Management, Dog Training, Online Marketing, Social Media Marketing, Social Networking, Marketing, Technical Writing, Magazines, Content Management, Social Media, Advertising, Public Relations, Boarding, Mentoring
Education
dogTEC's Advanced DWA (Dog Walking Academy) 2013 — 2013
More of the best stuff ever: dog behavior and body language, Passed Advanced Dog Walking Test
dogTEC's DWA (Dog Walking Academy) 2005 — 2005
Certificate, Dog behavior, dog body language, pack management
Sarah Lawrence College 1987 — 1990
Bachelor of Liberal Arts, Creative Writing, Italian, Art History, Economics
Miriam Stagg Miriam Stagg's Swiss Bank Corporation Experience September 1979 - October 1984
Job Data Specialist at American Red Cross
Industry Banking
Experience
American Red Cross July 2014 - Present
Synovus Bank January 2014 - July 2014
ASAP Electrical February 2013 - November 2013
Community & Southern Bank March 2011 - February 2012
Allied Crawford Steel March 2010 - December 2010
Silverton Bank, N.A. November 2008 - November 2009
First Georgia Banking Company May 2006 - October 2008
McIntosh Commercial Bank November 2004 - May 2006
CIBC October 1984 - June 2004
Swiss Bank Corporation September 1979 - October 1984
Skills
Banking, Credit, Finance, Loans, Portfolio Management, Risk Management, Management, Commercial Banking, Credit Risk, Financial Analysis
Education
Mercer University 1987 — 1989
non degree, Business
Georgia State University 1974 — 1978
American Red Cross July 2014 - Present
Synovus Bank January 2014 - July 2014
ASAP Electrical February 2013 - November 2013
Community & Southern Bank March 2011 - February 2012
Allied Crawford Steel March 2010 - December 2010
Silverton Bank, N.A. November 2008 - November 2009
First Georgia Banking Company May 2006 - October 2008
McIntosh Commercial Bank November 2004 - May 2006
CIBC October 1984 - June 2004
Swiss Bank Corporation September 1979 - October 1984
Skills
Banking, Credit, Finance, Loans, Portfolio Management, Risk Management, Management, Commercial Banking, Credit Risk, Financial Analysis
Education
Mercer University 1987 — 1989
non degree, Business
Georgia State University 1974 — 1978
Francoise Baecker Francoise Baecker's Swiss Bank Corporation Experience February 1992 - July 1993
Job Capital Markets Professional
Industry Capital Markets
Experience
UBS April 1994 - July 1999
The Northstar Group July 1993 - April 1994
Swiss Bank Corporation February 1992 - July 1993
Swiss Bank Corporation June 1990 - January 1992
Bear, Stearns & Company, Inc. June 1989 - August 1989
The Bank Of California May 1986 - July 1988
Skills
Program Management, Derivatives, Capital Markets, Valuation, Fixed Income, Financial Markets, Forecasting, Business Development, Training, Sales
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
Master of Business Administration (MBA), Finance, General
Stanford University 1980 — 1984
Bachelor's degree, Economics
UBS April 1994 - July 1999
The Northstar Group July 1993 - April 1994
Swiss Bank Corporation February 1992 - July 1993
Swiss Bank Corporation June 1990 - January 1992
Bear, Stearns & Company, Inc. June 1989 - August 1989
The Bank Of California May 1986 - July 1988
Skills
Program Management, Derivatives, Capital Markets, Valuation, Fixed Income, Financial Markets, Forecasting, Business Development, Training, Sales
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
Master of Business Administration (MBA), Finance, General
Stanford University 1980 — 1984
Bachelor's degree, Economics
Laura Anne Schratt Laura Anne Schratt's Swiss Bank Corporation Experience 1993 - 1995
Job Special Projects AssistantAdministrative Affairs at North Dakota University System
Industry Hospitality
Experience
North Dakota University System December 2014 - Present
Hungry Dog Biscuit Bakery 2013 - 2014
Shell Vacations LLC 2007 - 2013
Cargill Investor Services 2002 - 2005
Deborah's Place 2001 - 2002
Lakefront SRO 1996 - 2002
Swiss Bank Corporation 1993 - 1995
Kemper Financial Services 1991 - 1993
Chicago Board of Trade 1988 - 1991
National Westminster Bank 1987 - 1988
Skills
Microsoft Excel, SUN General Ledger..., Fund EZ General Ledger..., General Ledger, Forecasting, Financial Analysis, Accounting, Financial Reporting, Budgets, Account Reconciliation, Analysis, Accounts Payable, Auditing, Finance, Accounts Receivable, Access, Variance Analysis, Financial Statements, Outlook, Payroll, Internal Controls, Consolidation, Microsoft Office, Business Analysis, GAAP, Managerial Finance, Management
Education
Loyola University of Chicago 1990 — 1993
Master of Business Administration (MBA), Finance, General
Hofstra University 1983 — 1987
Bachelor of Business Administration (BBA), Public Accounting
North Dakota University System December 2014 - Present
Hungry Dog Biscuit Bakery 2013 - 2014
Shell Vacations LLC 2007 - 2013
Cargill Investor Services 2002 - 2005
Deborah's Place 2001 - 2002
Lakefront SRO 1996 - 2002
Swiss Bank Corporation 1993 - 1995
Kemper Financial Services 1991 - 1993
Chicago Board of Trade 1988 - 1991
National Westminster Bank 1987 - 1988
Skills
Microsoft Excel, SUN General Ledger..., Fund EZ General Ledger..., General Ledger, Forecasting, Financial Analysis, Accounting, Financial Reporting, Budgets, Account Reconciliation, Analysis, Accounts Payable, Auditing, Finance, Accounts Receivable, Access, Variance Analysis, Financial Statements, Outlook, Payroll, Internal Controls, Consolidation, Microsoft Office, Business Analysis, GAAP, Managerial Finance, Management
Education
Loyola University of Chicago 1990 — 1993
Master of Business Administration (MBA), Finance, General
Hofstra University 1983 — 1987
Bachelor of Business Administration (BBA), Public Accounting
Linda Granert, ASID, NJ CID's Swiss Bank Corporation Experience 1991 - 1994
Job Owner Granert Interior Planning & Design LLC
Industry Design
Experience
Granert Interior Planning & Design LLC 1992 - Present
TOYS "R" US 1999 - 2004
Swiss Bank Corporation 1991 - 1994
Carratura Designs for the Ives Group 1989 - 1991
Skills
Color Coordination, Interior Design, Space Planning, CAD, Hand Drafting, Retail Interior Design, Commercial Interior..., Kitchen & Bath Design, Cabinetry Design, Residential Interior..., Sustainable Design, Project Management, Lighting Design, House Staging, Window Treatments, Cabinetry, Space-planning, Home Staging, FF&E, Retail Design, Draperies, Floor Plans, Interior Architecture, Window Coverings, Furnishings, Custom Furniture, Commercial Design, Blinds, Finish, Bedding
Education
Fashion Institute of Technology
Bachelor Degree of Fine Arts in Interior Design, Interior Design
Emerson Jr-Sr High School
Granert Interior Planning & Design LLC 1992 - Present
TOYS "R" US 1999 - 2004
Swiss Bank Corporation 1991 - 1994
Carratura Designs for the Ives Group 1989 - 1991
Skills
Color Coordination, Interior Design, Space Planning, CAD, Hand Drafting, Retail Interior Design, Commercial Interior..., Kitchen & Bath Design, Cabinetry Design, Residential Interior..., Sustainable Design, Project Management, Lighting Design, House Staging, Window Treatments, Cabinetry, Space-planning, Home Staging, FF&E, Retail Design, Draperies, Floor Plans, Interior Architecture, Window Coverings, Furnishings, Custom Furniture, Commercial Design, Blinds, Finish, Bedding
Education
Fashion Institute of Technology
Bachelor Degree of Fine Arts in Interior Design, Interior Design
Emerson Jr-Sr High School
Doug Paratore Doug Paratore's Swiss Bank Corporation Experience January 1995 - November 1998
Job undisclosed at Undisclosed
Industry Information Technology and Services
Experience
Credit Suisse December 2013 - Present
Red Hat June 2012 - 2013
MOGO Media Inc. November 2011 - June 2012
UBS Investment Bank March 2006 - October 2011
JPMorgan Chase February 2001 - February 2006
Swiss Bank Corporation January 1995 - November 1998
Micrognosis, Inc. February 1993 - January 1995
Mitsubishi International Corporation August 1989 - February 1993
Skills
Systems Engineering, Red Hat Linux, SAN, perl, Shell Scripting, Systems Administration, Performance Tuning, Solaris, NIS, LDAP, DNS, Systems Programming, Data Center Relocation, Data Center Architecture, Virtualization, Amazon Cloud, Hybrid Cloud, Cloud Computing, Data Center, Cluster, Perl, Unix, System Administration, Linux, Amazon Web Services...
Education
State University of New York College at Purchase 1999 — 2002
B.A., Mathematics
State University of New York at Buffalo 1986 — 1989
B.S., Electrical & Computer Engineering
Credit Suisse December 2013 - Present
Red Hat June 2012 - 2013
MOGO Media Inc. November 2011 - June 2012
UBS Investment Bank March 2006 - October 2011
JPMorgan Chase February 2001 - February 2006
Swiss Bank Corporation January 1995 - November 1998
Micrognosis, Inc. February 1993 - January 1995
Mitsubishi International Corporation August 1989 - February 1993
Skills
Systems Engineering, Red Hat Linux, SAN, perl, Shell Scripting, Systems Administration, Performance Tuning, Solaris, NIS, LDAP, DNS, Systems Programming, Data Center Relocation, Data Center Architecture, Virtualization, Amazon Cloud, Hybrid Cloud, Cloud Computing, Data Center, Cluster, Perl, Unix, System Administration, Linux, Amazon Web Services...
Education
State University of New York College at Purchase 1999 — 2002
B.A., Mathematics
State University of New York at Buffalo 1986 — 1989
B.S., Electrical & Computer Engineering
Michael Neese's Swiss Bank Corporation Experience May 1985 - January 1990
Job Senior Systems Analyst IV at Houston Police Department
Industry Information Technology and Services
Experience
Houston Police Department April 2015 - Present
ION Geophysical April 2014 - April 2015
Robertson Anschutz Vetters April 2013 - May 2014
InnerGears January 2001 - August 2011
Swiss Bank Corporation May 1985 - January 1990
Skills
VB.NET, T-SQL, Databases, SharePoint, SQL, SDLC, ASP.NET, Visual Basic, Customer Service, C#, Java, .NET, Business Analysis, Microsoft SQL Server, Visio, Crystal Reports, Software Development, Visual Studio, JavaScript, Xamarin
Education
Florida Southern College
BSc., MIS
Florida Institute of Technology
Marine Biology and Biological Oceanography
Houston Police Department April 2015 - Present
ION Geophysical April 2014 - April 2015
Robertson Anschutz Vetters April 2013 - May 2014
InnerGears January 2001 - August 2011
Swiss Bank Corporation May 1985 - January 1990
Skills
VB.NET, T-SQL, Databases, SharePoint, SQL, SDLC, ASP.NET, Visual Basic, Customer Service, C#, Java, .NET, Business Analysis, Microsoft SQL Server, Visio, Crystal Reports, Software Development, Visual Studio, JavaScript, Xamarin
Education
Florida Southern College
BSc., MIS
Florida Institute of Technology
Marine Biology and Biological Oceanography
Jeff Scales Jeff Scales's Swiss Bank Corporation Experience August 1980 - January 1997
Job VP Change/Release Manager Guy Carpenter
Industry Information Technology and Services
Experience
Guy Carpenter July 2010 - Present
Edge Over Technology October 2008 - July 2010
ING Financial Services LLC 1997 - 2008
Swiss Bank Corporation August 1980 - January 1997
Credit Suisse 1980 - 1980
Skills
ITIL, IT Service Management, Operations Management, Project Management, Management, Security, SDLC, Agile Methodologies, Program Management, Risk Management, Service Delivery, Change Management, IT Strategy, Vendor Management, Business Analysis, Process Improvement, IT Management, Information Technology, System Administration, Business Intelligence, PL/SQL
Education
Gannon University 1975 — 1979
BS - Business Administration, Finance
Guy Carpenter July 2010 - Present
Edge Over Technology October 2008 - July 2010
ING Financial Services LLC 1997 - 2008
Swiss Bank Corporation August 1980 - January 1997
Credit Suisse 1980 - 1980
Skills
ITIL, IT Service Management, Operations Management, Project Management, Management, Security, SDLC, Agile Methodologies, Program Management, Risk Management, Service Delivery, Change Management, IT Strategy, Vendor Management, Business Analysis, Process Improvement, IT Management, Information Technology, System Administration, Business Intelligence, PL/SQL
Education
Gannon University 1975 — 1979
BS - Business Administration, Finance
Sara Gilbertson's Swiss Bank Corporation Experience September 1988 - September 1989
Job
Industry Renewables & Environment
Experience
World Wildlife Fund February 2012 - Present
Gilco Sports & Entertainment Marketing January 2000 - June 2012
Nat Geo Entertainment October 2004 - December 2008
PSINet 1999 - 2000
NFL 1996 - 1998
NBA 1994 - 1996
NCAA 1992 - 1993
Swiss Bank Corporation September 1988 - September 1989
Northern Trust September 1985 - September 1988
Skills
Sponsorship, Marketing, Business Development, Strategy, Integrated Marketing, Event Management, Fundraising, Management, Budgets, Negotiation
Education
The University of Chicago 1989 — 1991
MBA, Marketing
Duke University 1980 — 1985
Bachelor of Arts, Economics
Glenbrook North HS
World Wildlife Fund February 2012 - Present
Gilco Sports & Entertainment Marketing January 2000 - June 2012
Nat Geo Entertainment October 2004 - December 2008
PSINet 1999 - 2000
NFL 1996 - 1998
NBA 1994 - 1996
NCAA 1992 - 1993
Swiss Bank Corporation September 1988 - September 1989
Northern Trust September 1985 - September 1988
Skills
Sponsorship, Marketing, Business Development, Strategy, Integrated Marketing, Event Management, Fundraising, Management, Budgets, Negotiation
Education
The University of Chicago 1989 — 1991
MBA, Marketing
Duke University 1980 — 1985
Bachelor of Arts, Economics
Glenbrook North HS
M. S. STRAUSS-CASSEL M. S. STRAUSS-CASSEL's Swiss Bank Corporation Experience January 1991 - December 1991
Job STRAUSSCASSEL.COM & SC5W.COM
Industry Real Estate
Experience
Strauss Cassel Group - Douglas Elliman Associate June 2013 - Present
IMC INVESTMENT MANAGEMENT COMPANY, INC. April 2002 - Present
LuckyAnya.com October 2014 - Present
Douglas Elliam May 2011 - June 2013
SAC Alliance Capital May 2011 - June 2012
Sotheby's International Realty March 2008 - December 2008
Equinox Realty May 2002 - December 2008
IMC Mortgage Corp. a Div of IMC Investments September 1998 - December 2008
Civitex May 2002 - November 2008
Swiss Bank Corporation January 1991 - December 1991
Skills
Investments, Mergers & Acquisitions, Start-ups, Real Estate, Finance, Operations Management, Management Consulting, Corporate Finance, Entrepreneurship, Portfolio Management, Fixed Income, International Economics, Business Strategy, Equities, CFA, Strategic Planning, Software Development, Product Development, Quantitative Finance, Software Design, Construction Management, Chartered Financial..., Derivatives, Financial Accounting, Venture Capital, Management
Education
New York University - Leonard N. Stern School of Business 1994 — 2000
M.S. (Master of Science) and B.S. (Bachelor of Science),, Finance, Information Systems and Economics, 3.04
New York University 1996 — 1998
Bachelor's Degree, Economics, 3.239
New York University, SCEPS 2007 — 2008
Large Scale Systems Design, Management Information Systems, General
CFA Institute.org 2007 — 2008
CFA Program, CFA Level I, II, and III
John Cabot University, Rome, Italy 1985 — 1989
Bachelor of Arts, Marketing, Art History
Strauss Cassel Group - Douglas Elliman Associate June 2013 - Present
IMC INVESTMENT MANAGEMENT COMPANY, INC. April 2002 - Present
LuckyAnya.com October 2014 - Present
Douglas Elliam May 2011 - June 2013
SAC Alliance Capital May 2011 - June 2012
Sotheby's International Realty March 2008 - December 2008
Equinox Realty May 2002 - December 2008
IMC Mortgage Corp. a Div of IMC Investments September 1998 - December 2008
Civitex May 2002 - November 2008
Swiss Bank Corporation January 1991 - December 1991
Skills
Investments, Mergers & Acquisitions, Start-ups, Real Estate, Finance, Operations Management, Management Consulting, Corporate Finance, Entrepreneurship, Portfolio Management, Fixed Income, International Economics, Business Strategy, Equities, CFA, Strategic Planning, Software Development, Product Development, Quantitative Finance, Software Design, Construction Management, Chartered Financial..., Derivatives, Financial Accounting, Venture Capital, Management
Education
New York University - Leonard N. Stern School of Business 1994 — 2000
M.S. (Master of Science) and B.S. (Bachelor of Science),, Finance, Information Systems and Economics, 3.04
New York University 1996 — 1998
Bachelor's Degree, Economics, 3.239
New York University, SCEPS 2007 — 2008
Large Scale Systems Design, Management Information Systems, General
CFA Institute.org 2007 — 2008
CFA Program, CFA Level I, II, and III
John Cabot University, Rome, Italy 1985 — 1989
Bachelor of Arts, Marketing, Art History
Neil Chinai's Swiss Bank Corporation Experience January 1993 - August 1995
Job Managing Director, Senior Financial Executive across Technology, Business and Operations
Industry Information Technology and Services
Experience
Merrill Lynch December 2001 - May 2003
Merrill Lynch January 2000 - December 2001
Merrill Lynch September 1997 - December 1999
Merrill Lynch January 1997 - June 1999
Merrill Lynch August 1995 - December 1996
Swiss Bank corporation January 1993 - August 1995
Skills
Derivatives, Electronic Trading, Market Data, Trading Systems, Fixed Income, Equities, Capital Markets, Exchange Connectivity, Trading, Rates, Investment Banking, Financial Services, E-commerce, Equity Derivatives, Reference Data, Interest Rate..., Low Latency, Enterprise Architecture, Financial Markets, Credit Derivatives, Market Risk, Business Analysis, Risk Management, IT Strategy, Portfolio Management, FX Options, Sybase, Equity Trading, SDLC, Hedge Funds, Securities, Options, Structured Products, Prime Brokerage, Bloomberg, Middle Office, Swaps, Bonds, Back Office, Settlement, Commodity, FX trading, Financial Risk
Education
Boston University 1985 — 1986
Master of Science (MS), Computer/Information Technology Administration and Management
University of Delaware 1978 — 1982
Bachelor of Applied Science (B.A.Sc.), Economics and Marketing
Merrill Lynch December 2001 - May 2003
Merrill Lynch January 2000 - December 2001
Merrill Lynch September 1997 - December 1999
Merrill Lynch January 1997 - June 1999
Merrill Lynch August 1995 - December 1996
Swiss Bank corporation January 1993 - August 1995
Skills
Derivatives, Electronic Trading, Market Data, Trading Systems, Fixed Income, Equities, Capital Markets, Exchange Connectivity, Trading, Rates, Investment Banking, Financial Services, E-commerce, Equity Derivatives, Reference Data, Interest Rate..., Low Latency, Enterprise Architecture, Financial Markets, Credit Derivatives, Market Risk, Business Analysis, Risk Management, IT Strategy, Portfolio Management, FX Options, Sybase, Equity Trading, SDLC, Hedge Funds, Securities, Options, Structured Products, Prime Brokerage, Bloomberg, Middle Office, Swaps, Bonds, Back Office, Settlement, Commodity, FX trading, Financial Risk
Education
Boston University 1985 — 1986
Master of Science (MS), Computer/Information Technology Administration and Management
University of Delaware 1978 — 1982
Bachelor of Applied Science (B.A.Sc.), Economics and Marketing
David Homiak's Swiss Bank Corporation Experience January 1993 - December 1995
Job Lead Software Engineer at XR Trading LLC
Industry Capital Markets
Experience
XR Trading LLC January 2010 - Present
Bank of America July 2007 - January 2010
Ronin Capital LLC October 2000 - June 2007
Perot Systems Corp January 1996 - October 2000
Swiss Bank Corporation January 1993 - December 1995
SBC O'Connor December 1990 - December 1992
O'Connor & Associates March 1987 - November 1990
BorgWarner Research Center March 1984 - March 1987
Amoco Transport Company October 1980 - March 1984
Sun Shipbuilding January 1976 - October 1980
Skills
Trading Systems, Artificial Intelligence, Information..., Quantitative Analytics, Neural Networks, Quantitative Finance, Options, Derivatives, Rule-based Systems, Electronic Trading, Market Data, Equities, Trading System, C++, Programming, Unix, Investment Banking, High Performance..., Distributed Systems, Low Latency, High Frequency Trading, R, Exchange Connectivity, Trading, Software Development
Education
DePaul University 1985 — 1990
M.S., Computer Science - Artificial Intelligence
Webb Institute of Naval Architecture 1971 — 1975
B.S., Naval Architecture & Marine Engineering
XR Trading LLC January 2010 - Present
Bank of America July 2007 - January 2010
Ronin Capital LLC October 2000 - June 2007
Perot Systems Corp January 1996 - October 2000
Swiss Bank Corporation January 1993 - December 1995
SBC O'Connor December 1990 - December 1992
O'Connor & Associates March 1987 - November 1990
BorgWarner Research Center March 1984 - March 1987
Amoco Transport Company October 1980 - March 1984
Sun Shipbuilding January 1976 - October 1980
Skills
Trading Systems, Artificial Intelligence, Information..., Quantitative Analytics, Neural Networks, Quantitative Finance, Options, Derivatives, Rule-based Systems, Electronic Trading, Market Data, Equities, Trading System, C++, Programming, Unix, Investment Banking, High Performance..., Distributed Systems, Low Latency, High Frequency Trading, R, Exchange Connectivity, Trading, Software Development
Education
DePaul University 1985 — 1990
M.S., Computer Science - Artificial Intelligence
Webb Institute of Naval Architecture 1971 — 1975
B.S., Naval Architecture & Marine Engineering
Alan Pendley's Swiss Bank Corporation Experience February 1985 - March 1989
Job Owner, Pendley and Associates
Industry Research
Experience
Pendley and Associates December 2004 - Present
Industrial Origami Inc. November 2002 - November 2003
Micro Industrial Design October 1989 - April 1999
Swiss Bank Corporation February 1985 - March 1989
Skills
R&D, Biology, Storage, Desalination, Engineering, Purification, Chemistry, Manufacturing, Materials Science, Protein Chemistry, Materials, Patents, Nanotechnology, Technology Transfer, Spectroscopy, Biochemistry, Process Simulation, Process Engineering, Product Development, Water, Lifesciences, Biotechnology, Characterization, Venture Capital, Coatings, Chemical Engineering, Science, Microbiology, Design of Experiments, Semiconductors, Commercialization, Start-ups, Analytical Chemistry, Laboratory, Biofuels, Polymers, Thin Films, Sensors, Solar Energy, Sustainable Development, Business Planning, Engineering Management, Renewable Energy, Intellectual Property, Alternative Energy, Physics, Photovoltaics, Finite Element Analysis, Innovation Management, Simulations
Education
Massachusetts Institute of Technology 1977 — 1981
S.B., Materials Science and Engineering
Pendley and Associates December 2004 - Present
Industrial Origami Inc. November 2002 - November 2003
Micro Industrial Design October 1989 - April 1999
Swiss Bank Corporation February 1985 - March 1989
Skills
R&D, Biology, Storage, Desalination, Engineering, Purification, Chemistry, Manufacturing, Materials Science, Protein Chemistry, Materials, Patents, Nanotechnology, Technology Transfer, Spectroscopy, Biochemistry, Process Simulation, Process Engineering, Product Development, Water, Lifesciences, Biotechnology, Characterization, Venture Capital, Coatings, Chemical Engineering, Science, Microbiology, Design of Experiments, Semiconductors, Commercialization, Start-ups, Analytical Chemistry, Laboratory, Biofuels, Polymers, Thin Films, Sensors, Solar Energy, Sustainable Development, Business Planning, Engineering Management, Renewable Energy, Intellectual Property, Alternative Energy, Physics, Photovoltaics, Finite Element Analysis, Innovation Management, Simulations
Education
Massachusetts Institute of Technology 1977 — 1981
S.B., Materials Science and Engineering
Jeffrey West's Swiss Bank Corporation Experience 1989 - 1995
Job Vice President at Northern Trust
Industry Information Technology and Services
Experience
Northern Trust Corporation March 2014 - Present
Northern Trust Corporation November 2009 - March 2014
TEKsystems August 2008 - November 2009
ABN AMRO / LaSalle Bank 1998 - 2008
LaSalle Bank 1998 - 2008
ABN AMRO 1998 - 2008
Network Appliance 1997 - 1998
Hull Trading Company 1995 - 1997
Swiss Bank Corporation 1989 - 1995
O'Connor & Associates 1989 - 1995
Skills
Team Management, Team Leadership, Vendor Management, Risk Management, Process Improvement, SDLC, Project Management, PMO, Outsourcing, Management, Integration, Business Process..., Strategy, Financial Services, Trading Systems, Asset Managment, Information Technology, Infrastructure, Electronic Trading, ITIL, Budgets, Portfolio Management, Strategic Planning, Analysis, Data Center, Leadership, Financial Analysis, IT Strategy, Finance, Capital Markets, Procurement, Business Strategy, Equities, Banking, Business Analysis, Financial Risk, Asset Management, Executive Management, SharePoint, Business Services, Governance, Derivatives, Options, Microsoft Excel, Fixed Income, System Administration, ITIL v3 Foundations..., Change Management, Program Management, Project Portfolio...
Education
Northern Illinois University 1983 — 1987
Bachelor of Science
Northern Trust Corporation March 2014 - Present
Northern Trust Corporation November 2009 - March 2014
TEKsystems August 2008 - November 2009
ABN AMRO / LaSalle Bank 1998 - 2008
LaSalle Bank 1998 - 2008
ABN AMRO 1998 - 2008
Network Appliance 1997 - 1998
Hull Trading Company 1995 - 1997
Swiss Bank Corporation 1989 - 1995
O'Connor & Associates 1989 - 1995
Skills
Team Management, Team Leadership, Vendor Management, Risk Management, Process Improvement, SDLC, Project Management, PMO, Outsourcing, Management, Integration, Business Process..., Strategy, Financial Services, Trading Systems, Asset Managment, Information Technology, Infrastructure, Electronic Trading, ITIL, Budgets, Portfolio Management, Strategic Planning, Analysis, Data Center, Leadership, Financial Analysis, IT Strategy, Finance, Capital Markets, Procurement, Business Strategy, Equities, Banking, Business Analysis, Financial Risk, Asset Management, Executive Management, SharePoint, Business Services, Governance, Derivatives, Options, Microsoft Excel, Fixed Income, System Administration, ITIL v3 Foundations..., Change Management, Program Management, Project Portfolio...
Education
Northern Illinois University 1983 — 1987
Bachelor of Science
Preston Urka's Swiss Bank Corporation Experience 1998 - 2000
Job Senior Architect at ObjectWave
Industry Information Technology and Services
Experience
ObjectWave January 2013 - Present
self-employed June 2012 - December 2012
Aurora Financial Systems May 2010 - February 2012
Formforte, LLC October 2007 - February 2010
ABN AMRO Services Company, Inc. January 2002 - June 2007
LaSalle Bank N.A. 2002 - 2007
iFulfillment 2000 - 2001
Swiss Bank Corporation 1998 - 2000
Chrysler Financial 1997 - 1999
Skills
Enterprise Architecture, Risk Management, Business Analysis, Change Management, SDLC, Strategic Planning, Business Intelligence, SOA, IT Strategy, Business Strategy, Program Management, Integration, Business Process..., Solution Architecture, Vendor Management, Project Management, Project Portfolio..., Process Improvement, Agile Methodologies, Data Warehousing, Software Project..., Management Consulting, Project Delivery, ITIL, Entrepreneurship, Information Technology, Strategy, Software Development, Enterprise Software, Leadership, Cloud Computing, CRM, Business Process
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Strategic Management & Finance
University of Michigan 1989 — 1996
no degree, Chemistry
Southern Utah University 1985 — 1989
B.A., Chemistry & Mathematical Sciences
ObjectWave January 2013 - Present
self-employed June 2012 - December 2012
Aurora Financial Systems May 2010 - February 2012
Formforte, LLC October 2007 - February 2010
ABN AMRO Services Company, Inc. January 2002 - June 2007
LaSalle Bank N.A. 2002 - 2007
iFulfillment 2000 - 2001
Swiss Bank Corporation 1998 - 2000
Chrysler Financial 1997 - 1999
Skills
Enterprise Architecture, Risk Management, Business Analysis, Change Management, SDLC, Strategic Planning, Business Intelligence, SOA, IT Strategy, Business Strategy, Program Management, Integration, Business Process..., Solution Architecture, Vendor Management, Project Management, Project Portfolio..., Process Improvement, Agile Methodologies, Data Warehousing, Software Project..., Management Consulting, Project Delivery, ITIL, Entrepreneurship, Information Technology, Strategy, Software Development, Enterprise Software, Leadership, Cloud Computing, CRM, Business Process
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Strategic Management & Finance
University of Michigan 1989 — 1996
no degree, Chemistry
Southern Utah University 1985 — 1989
B.A., Chemistry & Mathematical Sciences
Gordon Galligher's Swiss Bank Corporation Experience 1990 - 1993
Job Vice President, Managed Services at The Collective Group
Industry Internet
Experience
The Collective Group, LLC 2009 - Present
Datran Media June 2008 - October 2009
Datran Media May 2005 - June 2008
Coremetrics August 2003 - May 2005
TriActive, Inc. July 2002 - August 2003
TriActive, Inc. December 2000 - August 2002
Education Networks of America November 1999 - December 2000
Collective Technologies 1994 - 1999
Swiss Bank Corporation 1990 - 1993
Skills
Team Building, Cost Reduction, Research, Continuous Improvement, Sales Support, Software Engineering, Problem Solving, Virtualization, Strategic Planning, Customer Relations, Cloud Computing, Linux, Process Improvement, Contract Negotiation, Product Management, Perl, Product Development, Team Leadership, Sales Management, SaaS, Apache, Software Development, Start-ups, Professional Services, Program Management, Disaster Recovery, Agile, Customer Service, Enterprise Architecture, Vendor Management, Critical Thinking, Agile Methodologies, Solaris, Sales Operations, Storage, Cross-functional Team..., Project Management, Security, Integration, Servers, Networking, Unix, Data Center, High Availability, Pre-sales, Enterprise Software, Managed Services, Direct Sales, Leadership, Management
Education
Kent State University 1985 — 1990
Computer Science in Mathematics
Malone College 1984 — 1985
Computer Science - Independent Study
The Collective Group, LLC 2009 - Present
Datran Media June 2008 - October 2009
Datran Media May 2005 - June 2008
Coremetrics August 2003 - May 2005
TriActive, Inc. July 2002 - August 2003
TriActive, Inc. December 2000 - August 2002
Education Networks of America November 1999 - December 2000
Collective Technologies 1994 - 1999
Swiss Bank Corporation 1990 - 1993
Skills
Team Building, Cost Reduction, Research, Continuous Improvement, Sales Support, Software Engineering, Problem Solving, Virtualization, Strategic Planning, Customer Relations, Cloud Computing, Linux, Process Improvement, Contract Negotiation, Product Management, Perl, Product Development, Team Leadership, Sales Management, SaaS, Apache, Software Development, Start-ups, Professional Services, Program Management, Disaster Recovery, Agile, Customer Service, Enterprise Architecture, Vendor Management, Critical Thinking, Agile Methodologies, Solaris, Sales Operations, Storage, Cross-functional Team..., Project Management, Security, Integration, Servers, Networking, Unix, Data Center, High Availability, Pre-sales, Enterprise Software, Managed Services, Direct Sales, Leadership, Management
Education
Kent State University 1985 — 1990
Computer Science in Mathematics
Malone College 1984 — 1985
Computer Science - Independent Study
Ron Baakkonen's Swiss Bank Corporation Experience 1993 - 1995
Job Managing Director at Charles Schwab
Industry Capital Markets
Experience
Charles Schwab September 2011 - Present
optionsXpress November 2007 - February 2012
Equate Trading May 2006 - November 2007
PEAK6 Investments August 2002 - April 2005
Vhayu Technologies January 2000 - August 2002
Integral Development Corp. August 1996 - January 2000
JP Morgan 1995 - 1996
Swiss Bank Corporation 1993 - 1995
Skills
C++, C#, Java, SQL, Multithreading, OOP, Trading System, Volatility Arbitrage, Team Management, Smalltalk, Option Pricing Models, Technology Architecture, MediaWiki, Options, Equities, Equity Derivatives, Volatility, Product Development, Trading Systems, Electronic Trading
Education
Massachusetts Institute of Technology - Sloan School of Management 1991 — 1993
MBA
University of California, Berkeley 1984 — 1989
MS, BS
Charles Schwab September 2011 - Present
optionsXpress November 2007 - February 2012
Equate Trading May 2006 - November 2007
PEAK6 Investments August 2002 - April 2005
Vhayu Technologies January 2000 - August 2002
Integral Development Corp. August 1996 - January 2000
JP Morgan 1995 - 1996
Swiss Bank Corporation 1993 - 1995
Skills
C++, C#, Java, SQL, Multithreading, OOP, Trading System, Volatility Arbitrage, Team Management, Smalltalk, Option Pricing Models, Technology Architecture, MediaWiki, Options, Equities, Equity Derivatives, Volatility, Product Development, Trading Systems, Electronic Trading
Education
Massachusetts Institute of Technology - Sloan School of Management 1991 — 1993
MBA
University of California, Berkeley 1984 — 1989
MS, BS
Jean Borodaj, MPM's Swiss Bank Corporation Experience 1990 - 1996
Job Sr. Program/Project Manager
Industry Information Technology and Services
Experience
Retired 2011 - Present
AT&T 2007 - 2011
NextGen Consulting 2006 - 2007
Self 2001 - 2006
Perot Systems Corporation 1996 - 2001
Swiss Bank Corporation 1990 - 1996
AGS Information Services, Inc. 1985 - 1993
Skills
Program Management, Change Management, Project Management, Process Improvement, Relationship Management, Workshop Facilitation, Vendor Management, SDLC, PMO, PMP, Software Project..., Business Analysis, Project Portfolio..., IT Strategy, Resource Management, MS Project, Agile Project Management, Telecommunications, Outsourcing, Risk Management, Product Management, Quality Assurance, Strategy
Education
Northwood University 2003 — 2005
Bachelor of Science (BS), Business Administration and Management, General
ECC
Retired 2011 - Present
AT&T 2007 - 2011
NextGen Consulting 2006 - 2007
Self 2001 - 2006
Perot Systems Corporation 1996 - 2001
Swiss Bank Corporation 1990 - 1996
AGS Information Services, Inc. 1985 - 1993
Skills
Program Management, Change Management, Project Management, Process Improvement, Relationship Management, Workshop Facilitation, Vendor Management, SDLC, PMO, PMP, Software Project..., Business Analysis, Project Portfolio..., IT Strategy, Resource Management, MS Project, Agile Project Management, Telecommunications, Outsourcing, Risk Management, Product Management, Quality Assurance, Strategy
Education
Northwood University 2003 — 2005
Bachelor of Science (BS), Business Administration and Management, General
ECC
Dave Dickenson's Swiss Bank Corporation Experience July 1985 - January 1995
Job Associate Director, Asset Management at Ford Motor Company
Industry Financial Services
Experience
Ford Motor Company April 2010 - Present
Ford Motor Company January 2008 - April 2011
Ford Motor Company June 2005 - December 2007
Ford Motor Credit Company 2002 - 2005
Ford Motor Company 2001 - 2002
Ford Motor Company 1998 - 2001
Ford Motor Company 1997 - 1998
Ford Motor Company 1995 - 1996
Swiss Bank Corporation July 1985 - January 1995
US Agency for International Development 1981 - 1983
Education
Columbia University - School of International and Public Affairs 1983 — 1985
University of Michigan 1976 — 1979
BA, Economics
Ford Motor Company April 2010 - Present
Ford Motor Company January 2008 - April 2011
Ford Motor Company June 2005 - December 2007
Ford Motor Credit Company 2002 - 2005
Ford Motor Company 2001 - 2002
Ford Motor Company 1998 - 2001
Ford Motor Company 1997 - 1998
Ford Motor Company 1995 - 1996
Swiss Bank Corporation July 1985 - January 1995
US Agency for International Development 1981 - 1983
Education
Columbia University - School of International and Public Affairs 1983 — 1985
University of Michigan 1976 — 1979
BA, Economics
Jane Abitanta's Swiss Bank Corporation Experience 1989 - 1994
Job Owner, Perceval Associates, Inc.
Industry Financial Services
Experience
Perceval Associates, Inc. March 1996 - Present
The Chase Manhattan Bank 1994 - 1996
Swiss Bank Corporation 1989 - 1994
Bessemer Trust 1986 - 1989
Citicorp 1981 - 1986
Skills
Leadership, Leadership Development, Management Consulting, Alternative Investments, Coaching, Presentation Coaching, Organizational..., Change Management, Strategy, Organizational Design, Business Strategy, Marketing Communications, Asset Management, Financial Services, Talent Management, Start-ups, New Business Development, Marketing
Education
Columbia University, Teachers College
MA, Organizational Psychology
Fordham University - Graduate School of Business Administration
MBA, Finance/Investment Management
University of Delaware - Lerner College of Business and Economics
BA, Economics & Political Science
Perceval Associates, Inc. March 1996 - Present
The Chase Manhattan Bank 1994 - 1996
Swiss Bank Corporation 1989 - 1994
Bessemer Trust 1986 - 1989
Citicorp 1981 - 1986
Skills
Leadership, Leadership Development, Management Consulting, Alternative Investments, Coaching, Presentation Coaching, Organizational..., Change Management, Strategy, Organizational Design, Business Strategy, Marketing Communications, Asset Management, Financial Services, Talent Management, Start-ups, New Business Development, Marketing
Education
Columbia University, Teachers College
MA, Organizational Psychology
Fordham University - Graduate School of Business Administration
MBA, Finance/Investment Management
University of Delaware - Lerner College of Business and Economics
BA, Economics & Political Science
Lydia Tang's Swiss Bank Corporation Experience 1994 - 1996
Job Adjunct Faculty at Guttman Community College
Industry Financial Services
Experience
Guttman Community College March 2014 - Present
Vaughn College of Aeronautics January 1998 - Present
Saint Joseph's College September 2010 - May 2012
Swiss Bank Corporation 1994 - 1996
SIAC 1992 - 1994
Marine Midland Bank 1988 - 1992
Education
Columbia Engineering 1988 — 1990
MS, Operations Research
Columbia University in the City of New York 1981 — 1990
BS, MS, Operations Research
Columbia Engineering 1981 — 1985
BS, Operations Research
Guttman Community College March 2014 - Present
Vaughn College of Aeronautics January 1998 - Present
Saint Joseph's College September 2010 - May 2012
Swiss Bank Corporation 1994 - 1996
SIAC 1992 - 1994
Marine Midland Bank 1988 - 1992
Education
Columbia Engineering 1988 — 1990
MS, Operations Research
Columbia University in the City of New York 1981 — 1990
BS, MS, Operations Research
Columbia Engineering 1981 — 1985
BS, Operations Research
Carlton Peeples's Swiss Bank Corporation Experience December 1986 - January 1996
Job Data Center Controller at NYSE Euronext
Industry Financial Services
Experience
NYSE Euronext October 2003 - May 2012
AVENTIS PHARMACEUTICALS INC September 2002 - January 2003
MCCLIER CORPORATION June 2000 - March 2001
J & M CONSULTANTS November 1999 - June 2000
UBS (Perot Systems) January 1996 - January 2000
SWISS BANK CORPORATION December 1986 - January 1996
Skills
Cabling, Data Center, Hardware Support, Servers, Documentation, ITIL, Team Management, Change Management, Outsourcing, Customer Relations, People Management, WIN..., MS-WORD, MS-EXCEL, MS-VISIO, Service Now, Remedy User, MS Project, SharePoint, Management, Juniper, Microsoft Excel, Network Administration, Project Management, Solaris, Disaster Recovery, Unix, Cisco Technologies, Visio, HP, Troubleshooting, Infrastructure, Networking, Telecommunications, SAN, Technical Support, IT Service Management, IT Operations, Vendor Management, Integration, IT Strategy, IT Management, Service Delivery, Hardware, System Administration, TCP/IP, Software Documentation, Customer Service
Education
U.S.A.F. School of Applied Aerospace Science 1973 — 1977
yes, Computer Engineering
Florida State University 1971 — 1973
no, Computer Science
NYSE Euronext October 2003 - May 2012
AVENTIS PHARMACEUTICALS INC September 2002 - January 2003
MCCLIER CORPORATION June 2000 - March 2001
J & M CONSULTANTS November 1999 - June 2000
UBS (Perot Systems) January 1996 - January 2000
SWISS BANK CORPORATION December 1986 - January 1996
Skills
Cabling, Data Center, Hardware Support, Servers, Documentation, ITIL, Team Management, Change Management, Outsourcing, Customer Relations, People Management, WIN..., MS-WORD, MS-EXCEL, MS-VISIO, Service Now, Remedy User, MS Project, SharePoint, Management, Juniper, Microsoft Excel, Network Administration, Project Management, Solaris, Disaster Recovery, Unix, Cisco Technologies, Visio, HP, Troubleshooting, Infrastructure, Networking, Telecommunications, SAN, Technical Support, IT Service Management, IT Operations, Vendor Management, Integration, IT Strategy, IT Management, Service Delivery, Hardware, System Administration, TCP/IP, Software Documentation, Customer Service
Education
U.S.A.F. School of Applied Aerospace Science 1973 — 1977
yes, Computer Engineering
Florida State University 1971 — 1973
no, Computer Science
Anne Firestone's Swiss Bank Corporation Experience May 1992 - December 1992
Job School Volunteer at Our Lady of the Wayside/St. Viator High School
Industry Marketing and Advertising
Experience
Our Lady of the Wayside/St. Viator High School August 2007 - Present
Tenneco Packaging February 1997 - February 1999
Packaging Corporation of America/Tenneco December 1992 - February 1997
Swiss Bank Corporation May 1992 - December 1992
Ernst & Young May 1991 - May 1992
Education
Marquette University 1988 — 1992
Bachelor's Degree, Communication, Journalism, & Performing Arts/ Minor; Marketing
Our Lady of the Wayside/St. Viator High School August 2007 - Present
Tenneco Packaging February 1997 - February 1999
Packaging Corporation of America/Tenneco December 1992 - February 1997
Swiss Bank Corporation May 1992 - December 1992
Ernst & Young May 1991 - May 1992
Education
Marquette University 1988 — 1992
Bachelor's Degree, Communication, Journalism, & Performing Arts/ Minor; Marketing
Bill Coulter's Swiss Bank Corporation Experience August 1992 - December 1994
Job Principal at Knightsbridge Advisers
Industry Financial Services
Experience
Knightsbridge Advisers LLC 1998 - December 2009
Dresdner Bank January 1995 - March 1998
Swiss Bank Corporation August 1992 - December 1994
The Chase Manhattan Bank July 1971 - August 1992
Education
Thunderbird School of Global Management 1970 — 1971
BA, Business
University of Colorado at Boulder 1968 — 1970
Masters Degree, Political Science
California State University-Long Beach 1964 — 1968
BA, Political Science
The London School of Economics and Political Science (LSE) 1966 — 1967
General Studies, Political Science
Knightsbridge Advisers LLC 1998 - December 2009
Dresdner Bank January 1995 - March 1998
Swiss Bank Corporation August 1992 - December 1994
The Chase Manhattan Bank July 1971 - August 1992
Education
Thunderbird School of Global Management 1970 — 1971
BA, Business
University of Colorado at Boulder 1968 — 1970
Masters Degree, Political Science
California State University-Long Beach 1964 — 1968
BA, Political Science
The London School of Economics and Political Science (LSE) 1966 — 1967
General Studies, Political Science
Krishna Sushanth's Swiss Bank Corporation Experience February 1998 - April 1999
Job Experienced IT Development and Project Manager in Financial Services
Industry Investment Banking
Experience
AIG April 2013 - Present
UBS January 2011 - November 2012
UBS November 2009 - February 2011
UBS Investment Bank January 2005 - December 2009
UBS Investment Bank January 2001 - December 2004
UBS Investment Bank April 1999 - December 2000
Swiss Bank Corporation February 1998 - April 1999
First Health Group Corp, Downers Grove, IL September 1997 - February 1998
Skycell Communications Ltd, Chennai, India February 1997 - August 1997
L.G.Balakrishnan & Bros Ltd January 1994 - December 1996
Skills
Investment Banking, Equities, Capital Markets, Derivatives, Fixed Income, Enterprise IT Strategy, Program Management, Financial Markets, Market Data, Vendor Management, Software Development, Data Warehousing, Trading Systems, Credit Derivatives, Sybase, Financial Services, Analysis, Enterprise Architecture, Outsourcing, Oracle
Education
Bangalore University 1987 — 1991
BE, Computer Science
AIG April 2013 - Present
UBS January 2011 - November 2012
UBS November 2009 - February 2011
UBS Investment Bank January 2005 - December 2009
UBS Investment Bank January 2001 - December 2004
UBS Investment Bank April 1999 - December 2000
Swiss Bank Corporation February 1998 - April 1999
First Health Group Corp, Downers Grove, IL September 1997 - February 1998
Skycell Communications Ltd, Chennai, India February 1997 - August 1997
L.G.Balakrishnan & Bros Ltd January 1994 - December 1996
Skills
Investment Banking, Equities, Capital Markets, Derivatives, Fixed Income, Enterprise IT Strategy, Program Management, Financial Markets, Market Data, Vendor Management, Software Development, Data Warehousing, Trading Systems, Credit Derivatives, Sybase, Financial Services, Analysis, Enterprise Architecture, Outsourcing, Oracle
Education
Bangalore University 1987 — 1991
BE, Computer Science
David DeSantis's Swiss Bank Corporation Experience 1997 - 2000
Job Relationship Manager at SEI
Industry Capital Markets
Hilary Ackermann's Swiss Bank Corporation Experience September 1981 - January 1985
Job Member of Board of Directors at Dynegy Inc.
Industry Oil & Energy
Experience
Hartford Funds September 2014 - Present
Dynegy Inc. October 2012 - Present
Goldman Sachs Bank USA October 2008 - March 2012
Goldman Sachs & Co January 2002 - March 2012
Goldman Sachs & Co December 1987 - December 2001
Goldman Sachs & Co January 1985 - November 1987
Swiss Bank Corporation September 1981 - January 1985
Skills
Risk Management, Equities, Derivatives, Mergers & Acquisitions, Structured Finance, Financial Analysis, Loans, Credit Risk, Investment Banking, Fixed Income, Credit Analysis, Banking, Hedge Funds, Financial Risk, FX Options, Credit, Trading, Financial Services, Financial Structuring, Corporate Finance, Commodity
Education
Georgetown University 1973 — 1977
Bachelor of Science (B.S.), Russian
Hartford Funds September 2014 - Present
Dynegy Inc. October 2012 - Present
Goldman Sachs Bank USA October 2008 - March 2012
Goldman Sachs & Co January 2002 - March 2012
Goldman Sachs & Co December 1987 - December 2001
Goldman Sachs & Co January 1985 - November 1987
Swiss Bank Corporation September 1981 - January 1985
Skills
Risk Management, Equities, Derivatives, Mergers & Acquisitions, Structured Finance, Financial Analysis, Loans, Credit Risk, Investment Banking, Fixed Income, Credit Analysis, Banking, Hedge Funds, Financial Risk, FX Options, Credit, Trading, Financial Services, Financial Structuring, Corporate Finance, Commodity
Education
Georgetown University 1973 — 1977
Bachelor of Science (B.S.), Russian
Nadine Titus's Swiss Bank Corporation Experience 1994 - 1996
Job Business / Data Analyst
Industry Financial Services
Experience
UBS Investment Bank January 1996 - October 2013
Perot Systems / UBS 1996 - 2007
Perot Systems/UBS Investment Bank 1996 - 2007
Perot Systems 1996 - 2006
Swiss Bank Corporation 1994 - 1996
IBM 1992 - 1994
Skills
Investment Banking, IT Strategy, Service Delivery, Business Analysis, Trading Systems, ITIL, Market Data, Project Management, Vendor Management, Disaster Recovery, IT Service Management, Risk Management, Incident Management, Requirements Analysis, Requirements Gathering, Reporting & Analysis, Analytics, Data Analysis, Incident Reporting, Trend Analysis, Crystal Reports, Data Management, Business Intelligence, Business Process..., Customer Service, Help Desk Implementation, Help Desk Support, Service Level Management, Service Desk Management, Business Objects, Microsoft Excel, VBA, Access Database, Remedy Ticketing System, Process Improvement, Problem Analysis, Root Cause Problem..., Root Cause Analysis, KPI implementation, Project Delivery, SDLC, Financial Reporting, Business Continuity, Fixed Income, PMO, Investigative Reporting, IT Management
Education
Hofstra University 1988 — 1992
Psychology
Madison Park H.S 1984 — 1988
UBS Investment Bank January 1996 - October 2013
Perot Systems / UBS 1996 - 2007
Perot Systems/UBS Investment Bank 1996 - 2007
Perot Systems 1996 - 2006
Swiss Bank Corporation 1994 - 1996
IBM 1992 - 1994
Skills
Investment Banking, IT Strategy, Service Delivery, Business Analysis, Trading Systems, ITIL, Market Data, Project Management, Vendor Management, Disaster Recovery, IT Service Management, Risk Management, Incident Management, Requirements Analysis, Requirements Gathering, Reporting & Analysis, Analytics, Data Analysis, Incident Reporting, Trend Analysis, Crystal Reports, Data Management, Business Intelligence, Business Process..., Customer Service, Help Desk Implementation, Help Desk Support, Service Level Management, Service Desk Management, Business Objects, Microsoft Excel, VBA, Access Database, Remedy Ticketing System, Process Improvement, Problem Analysis, Root Cause Problem..., Root Cause Analysis, KPI implementation, Project Delivery, SDLC, Financial Reporting, Business Continuity, Fixed Income, PMO, Investigative Reporting, IT Management
Education
Hofstra University 1988 — 1992
Psychology
Madison Park H.S 1984 — 1988
Nunzi Sapuppo's Swiss Bank Corporation Experience 1993 - 2000
Job Chief Business Officer, Milli Sensor Systems & Actuators, Inc.
Industry Nanotechnology
Experience
Milli Sensor Systems & Actuators, Inc. 2000 - Present
Swiss Bank Corporation 1993 - 2000
SBC/OC, ETEX, Vanguard Imaging 1990 - 1992
Symbolics, Inc. 1982 - 1989
Bain & Company 1979 - 1980
J.P. Morgan/Morgan Guaranty Trust Company of New York 1977 - 1979
Skills
Project Management, Business Analysis, Start-ups, Program Management, Product Management, SaaS, Business Strategy, Entrepreneurship, Software Development, Strategic Planning, Venture Capital, Team Leadership, Strategic Partnerships, Cross-functional Team..., Management, Mergers & Acquisitions, Management Consulting, Business Development
Education
Columbia Business School 1980 — 1982
MBA
Harvard College 1973 — 1977
AB, Biology
Phillips Academy 1969 — 1973
School Year Abroad (Rennes, France) 1971 — 1972
Milli Sensor Systems & Actuators, Inc. 2000 - Present
Swiss Bank Corporation 1993 - 2000
SBC/OC, ETEX, Vanguard Imaging 1990 - 1992
Symbolics, Inc. 1982 - 1989
Bain & Company 1979 - 1980
J.P. Morgan/Morgan Guaranty Trust Company of New York 1977 - 1979
Skills
Project Management, Business Analysis, Start-ups, Program Management, Product Management, SaaS, Business Strategy, Entrepreneurship, Software Development, Strategic Planning, Venture Capital, Team Leadership, Strategic Partnerships, Cross-functional Team..., Management, Mergers & Acquisitions, Management Consulting, Business Development
Education
Columbia Business School 1980 — 1982
MBA
Harvard College 1973 — 1977
AB, Biology
Phillips Academy 1969 — 1973
School Year Abroad (Rennes, France) 1971 — 1972
Mohamed Elsaawy's Swiss Bank Corporation Experience 1989 - 1993
Job Application Developer at UPS Supply Chain Solutions
Industry Information Technology and Services
Experience
UPS Supply Chain Solutions September 2013 - Present
NCR Corporation January 2010 - April 2013
ASCAP September 2006 - October 2009
Castle CRM 2005 - 2006
MINDTREE CONSULTING 2004 - 2005
VERTEK CORPORATION 1998 - 2003
BANKERS TRUST CORPORATION 1993 - 1999
SWISS Bank Corporation 1989 - 1993
Skills
Microsoft SQL Server, Requirements Analysis, Databases, Oracle, Software Development, Analytical Skills, .NET, C#, IT Project Leadership, Team Leadership, Customer Support, Production Support, Client Server..., JavaScript, Shell Scripting, Cognos, Visual Basic, Software Solutions, People-oriented, Mentoring, Software Documentation, Java, PL/SQL, Crystal Reports, Testing, MS Project
Education
Pace University
Master's degree, Computer Science
CHUBB Institute of Technology
Diploma in Computer Programming, Computer Programming
UPS Supply Chain Solutions September 2013 - Present
NCR Corporation January 2010 - April 2013
ASCAP September 2006 - October 2009
Castle CRM 2005 - 2006
MINDTREE CONSULTING 2004 - 2005
VERTEK CORPORATION 1998 - 2003
BANKERS TRUST CORPORATION 1993 - 1999
SWISS Bank Corporation 1989 - 1993
Skills
Microsoft SQL Server, Requirements Analysis, Databases, Oracle, Software Development, Analytical Skills, .NET, C#, IT Project Leadership, Team Leadership, Customer Support, Production Support, Client Server..., JavaScript, Shell Scripting, Cognos, Visual Basic, Software Solutions, People-oriented, Mentoring, Software Documentation, Java, PL/SQL, Crystal Reports, Testing, MS Project
Education
Pace University
Master's degree, Computer Science
CHUBB Institute of Technology
Diploma in Computer Programming, Computer Programming
Cathy O'Connor's Swiss Bank Corporation Experience May 1992 - October 1994
Job
Industry Leisure, Travel & Tourism
Experience
CityPASS, Inc. December 2011 - Present
Teton Valley Foundation April 2007 - September 2014
Community Foundation of Teton Valley May 2011 - December 2013
Community Foundation of Teton Valley October 2007 - May 2011
Teton Valley Foundation April 2006 - October 2007
The Oakley School August 2002 - January 2005
Goldman Sachs May 1999 - April 2001
Credit Suisse First Boston May 1994 - May 1999
Metropolitan Life June 1996 - June 1997
Swiss Bank Corporation May 1992 - October 1994
Education
New York University 1989 — 1992
MBA
Erasmus University Rotterdam 1991 — 1991
Villanova University 1982 — 1986
MS
CityPASS, Inc. December 2011 - Present
Teton Valley Foundation April 2007 - September 2014
Community Foundation of Teton Valley May 2011 - December 2013
Community Foundation of Teton Valley October 2007 - May 2011
Teton Valley Foundation April 2006 - October 2007
The Oakley School August 2002 - January 2005
Goldman Sachs May 1999 - April 2001
Credit Suisse First Boston May 1994 - May 1999
Metropolitan Life June 1996 - June 1997
Swiss Bank Corporation May 1992 - October 1994
Education
New York University 1989 — 1992
MBA
Erasmus University Rotterdam 1991 — 1991
Villanova University 1982 — 1986
MS
Barb Cyphers Kralik, LMC's Swiss Bank Corporation Experience 1991 - 1997
Job Hospice Chaplain | Hospice Bereavement Coordinator at Amedisys Home Health & Hospice
Industry Religious Institutions
Experience
Amedisys Home Health & Hospice 2015 - Present
Lay Missionaries of Charity 2011 - Present
Holy Trinity Parish 2012 - 2015
St. Gabriel of the Sorrowful Virgin Parish 2011 - 2013
Heartland Hospice 2011 - 2012
Marian Manor/Veterans Administration January 2011 - April 2011
PHW INC. 2000 - 2009
Prism Communications 1998 - 1999
Perot Systems at Swiss Bank Corp. 1997 - 1998
Swiss Bank Corporation 1991 - 1997
Skills
Community Outreach, Non-profits, Nonprofits, Volunteer Management, Fundraising, Teaching, Public Speaking, Volunteer Recruiting, Volunteer Development, Volunteer Training, Pastoral, Program Development, Community Organizing, Student Ministry, Leadership Development
Education
Duquesne University
MA, Pastoral Ministry
VA Pittsburgh Healthcare System
CPE
University of Pittsburgh
MS, Telecommunications
University of Pittsburgh
BS, Information Science
Amedisys Home Health & Hospice 2015 - Present
Lay Missionaries of Charity 2011 - Present
Holy Trinity Parish 2012 - 2015
St. Gabriel of the Sorrowful Virgin Parish 2011 - 2013
Heartland Hospice 2011 - 2012
Marian Manor/Veterans Administration January 2011 - April 2011
PHW INC. 2000 - 2009
Prism Communications 1998 - 1999
Perot Systems at Swiss Bank Corp. 1997 - 1998
Swiss Bank Corporation 1991 - 1997
Skills
Community Outreach, Non-profits, Nonprofits, Volunteer Management, Fundraising, Teaching, Public Speaking, Volunteer Recruiting, Volunteer Development, Volunteer Training, Pastoral, Program Development, Community Organizing, Student Ministry, Leadership Development
Education
Duquesne University
MA, Pastoral Ministry
VA Pittsburgh Healthcare System
CPE
University of Pittsburgh
MS, Telecommunications
University of Pittsburgh
BS, Information Science
Michael D. Gibney, CFP®, AIF®'s Swiss Bank Corporation Experience November 1985 - October 1994
Job Partner and Financial Planner at, HIGHLAND Financial Advisors, LLC
Industry Financial Services
Experience
HIGHLAND Financial Advisors, LLC March 2005 - Present
New Jersey Metro National Multiple Sclerosis Society October 2010 - September 2013
Raymond James Financial March 2001 - March 2005
AXA Advisors March 2000 - March 2001
Bear Stearns June 1997 - March 2000
Lehman Brothers June 1995 - June 1997
Swiss Bank Corporation November 1985 - October 1994
Education
New York University 1998 — 2000
CFP Certification, Financial Planning
Pace University 1981 — 1985
BBA, Management Information Systems
HIGHLAND Financial Advisors, LLC March 2005 - Present
New Jersey Metro National Multiple Sclerosis Society October 2010 - September 2013
Raymond James Financial March 2001 - March 2005
AXA Advisors March 2000 - March 2001
Bear Stearns June 1997 - March 2000
Lehman Brothers June 1995 - June 1997
Swiss Bank Corporation November 1985 - October 1994
Education
New York University 1998 — 2000
CFP Certification, Financial Planning
Pace University 1981 — 1985
BBA, Management Information Systems
CARL D. REECE's Swiss Bank Corporation Experience 1981 - 1983
Job Principal
Industry Human Resources
Experience
Reece Legal Search, Inc. July 1999 - Present
Los Angeles Workforce Investment Board 2007 - Present
Barry Goldberg & Associates July 1987 - June 1999
Swiss Bank Corporation 1981 - 1983
Skills
Public Speaking, Recruiting, Career Counseling, Project Management, Permanent Placement, Marketing, Product Marketing, Financial Analysis, Banking, Instructional Design, Training, Executive Coaching, Business Development, Client Development, Management, Contract Negotiation, Leadership, Employment Law, Mergers & Acquisitions, Start-ups, Discrimination
Education
San Francisco State University 1983 — 1985
M.A., Computer-Based Training (Education/Instructional Design)
New York University 1981 — 1982
Latin American and Caribbean Studies and International Relations
University of San Francisco 1977 — 1980
B.A., School of Management
Reece Legal Search, Inc. July 1999 - Present
Los Angeles Workforce Investment Board 2007 - Present
Barry Goldberg & Associates July 1987 - June 1999
Swiss Bank Corporation 1981 - 1983
Skills
Public Speaking, Recruiting, Career Counseling, Project Management, Permanent Placement, Marketing, Product Marketing, Financial Analysis, Banking, Instructional Design, Training, Executive Coaching, Business Development, Client Development, Management, Contract Negotiation, Leadership, Employment Law, Mergers & Acquisitions, Start-ups, Discrimination
Education
San Francisco State University 1983 — 1985
M.A., Computer-Based Training (Education/Instructional Design)
New York University 1981 — 1982
Latin American and Caribbean Studies and International Relations
University of San Francisco 1977 — 1980
B.A., School of Management
Richard N. Rodriguez's Swiss Bank Corporation Experience 1995 - 1997
Job Executive Director Country & Counterparty Credit Risk Management at CLS Bank International
Industry Banking
Experience
CLS Bank International February 2011 - Present
New York Sports Club 2013 - 2013
Royal Bank of Scotland April 2008 - February 2011
ABN AMRO Bank N.V. June 2005 - March 2008
ABN AMRO 2005 - 2007
BNP Paribas 1997 - 2005
Swiss Bank Corporation 1995 - 1997
Chemical Bank 1987 - 1997
Skills
Country Risk Analysis, Corporate Finance, Capital Markets, Risk Management, Fixed Income, Financial Risk, Portfolio Management, Credit, Equities, Latin America, Market Risk, Financial Markets, Emerging Markets, Banking, Credit Analysis, Credit Risk, Derivatives, Finance, Structured Finance, Investment Banking, Loans, Portuguese
Education
Columbia University - Columbia Business School 2005 — 2006
Selected Courses in Finance and Risk Management (Executive MBA Program)
New York University - Leonard N. Stern School of Business 1997 — 2001
MBAs, Finance; International Business Mngt
Pace University 1983 — 1987
Bachelors, Finance
CLS Bank International February 2011 - Present
New York Sports Club 2013 - 2013
Royal Bank of Scotland April 2008 - February 2011
ABN AMRO Bank N.V. June 2005 - March 2008
ABN AMRO 2005 - 2007
BNP Paribas 1997 - 2005
Swiss Bank Corporation 1995 - 1997
Chemical Bank 1987 - 1997
Skills
Country Risk Analysis, Corporate Finance, Capital Markets, Risk Management, Fixed Income, Financial Risk, Portfolio Management, Credit, Equities, Latin America, Market Risk, Financial Markets, Emerging Markets, Banking, Credit Analysis, Credit Risk, Derivatives, Finance, Structured Finance, Investment Banking, Loans, Portuguese
Education
Columbia University - Columbia Business School 2005 — 2006
Selected Courses in Finance and Risk Management (Executive MBA Program)
New York University - Leonard N. Stern School of Business 1997 — 2001
MBAs, Finance; International Business Mngt
Pace University 1983 — 1987
Bachelors, Finance
David Wellborn's Swiss Bank Corporation Experience 1992 - 1993
Job Chief Executive Officer at Tradd Street Management
Industry Investment Management
Experience
Tradd Street Management August 2014 - Present
Prudent Management Associates 1998 - Present
Credit Suisse First Boston 1993 - 1998
Swiss Bank Corporation 1992 - 1993
Prudential Securities 1985 - 1991
Skills
Investment Advisory, Entrepreneurship, Private Equity, Investments, Investment Management, Small Business, Investment Strategies, Asset Management, Asset Allocation
Education
University of Virginia - Darden Graduate School of Business Administration 1982 — 1984
MBA
Harvard University 1977 — 1981
BA, History
Tradd Street Management August 2014 - Present
Prudent Management Associates 1998 - Present
Credit Suisse First Boston 1993 - 1998
Swiss Bank Corporation 1992 - 1993
Prudential Securities 1985 - 1991
Skills
Investment Advisory, Entrepreneurship, Private Equity, Investments, Investment Management, Small Business, Investment Strategies, Asset Management, Asset Allocation
Education
University of Virginia - Darden Graduate School of Business Administration 1982 — 1984
MBA
Harvard University 1977 — 1981
BA, History
Diana Kurvers's Swiss Bank Corporation Experience January 1983 - January 1986
Job Director at Bank of Nova Scotia
Industry Banking
Experience
Bank of Nova Scotia September 2003 - Present
Acumen Conferences 2007 - 2009
Manulife Financial May 2003 - July 2003
Deloitte 2001 - 2003
Bank of Montreal January 1996 - January 2001
Citibank Canada 1992 - 1996
Citibank Canada January 1992 - January 1994
KPMG Peat Marwick January 1987 - January 1991
L.A Brenzel January 1986 - January 1987
SWISS BANK CORPORATION January 1983 - January 1986
Education
University of Windsor 1979 — 1983
Commerce, Honour Business Administration
George Brown College
George Brown CollegeDale Carnegie
University of Toronto
Risk Management and Financial Engineering
University of Toronto
Bank of Nova Scotia September 2003 - Present
Acumen Conferences 2007 - 2009
Manulife Financial May 2003 - July 2003
Deloitte 2001 - 2003
Bank of Montreal January 1996 - January 2001
Citibank Canada 1992 - 1996
Citibank Canada January 1992 - January 1994
KPMG Peat Marwick January 1987 - January 1991
L.A Brenzel January 1986 - January 1987
SWISS BANK CORPORATION January 1983 - January 1986
Education
University of Windsor 1979 — 1983
Commerce, Honour Business Administration
George Brown College
George Brown CollegeDale Carnegie
University of Toronto
Risk Management and Financial Engineering
University of Toronto
Frances Stokes's Swiss Bank Corporation Experience August 1981 - August 1983
Job Director at Swazi LLC
Industry Writing and Editing
Experience
New York Times, Travel and Leisure, St. Thomas Magazine, VIsource.com January 1989 - Present
Engelhard Corporation September 1983 - September 1988
Swiss Bank Corporation August 1981 - August 1983
Skills
Six Sigma, Banking, Risk Management, Journalism, Public Speaking, Copywriting, Editing, Commodity, Social Media, Digital Media, Public Relations, Magazines, Research, Blogging, Marketing Communications, Sustainability, Social Media Marketing
Education
Columbia University - School of International and Public Affairs 1979 — 1981
MIA, International Economics
Georgetown University 1975 — 1979
BSFS, International Economics
Six Sigma
New York Times, Travel and Leisure, St. Thomas Magazine, VIsource.com January 1989 - Present
Engelhard Corporation September 1983 - September 1988
Swiss Bank Corporation August 1981 - August 1983
Skills
Six Sigma, Banking, Risk Management, Journalism, Public Speaking, Copywriting, Editing, Commodity, Social Media, Digital Media, Public Relations, Magazines, Research, Blogging, Marketing Communications, Sustainability, Social Media Marketing
Education
Columbia University - School of International and Public Affairs 1979 — 1981
MIA, International Economics
Georgetown University 1975 — 1979
BSFS, International Economics
Six Sigma
Kenny Saint-Cyr's Swiss Bank Corporation Experience 1989 - 1994
Job Independent Capital Markets Professional
Industry Capital Markets
Experience
Charles Schwab February 2003 - March 2004
JP Morgan December 1994 - June 1999
Swiss Bank Corporation 1989 - 1994
Skills
Fixed Income, Middle Office
Education
Pace University 1983 — 1987
Charles Schwab February 2003 - March 2004
JP Morgan December 1994 - June 1999
Swiss Bank Corporation 1989 - 1994
Skills
Fixed Income, Middle Office
Education
Pace University 1983 — 1987
Christopher Essex's Swiss Bank Corporation Experience April 1994 - April 1997
Job Senior Data Architect at Chicago Trading Company
Industry Financial Services
Experience
Chicago Trading Company May 2010 - Present
UBS Investment Bank November 2009 - May 2010
SJS Group May 2009 - December 2009
UBS Investment Bank June 2008 - October 2008
UBS Investment Bank April 2007 - June 2008
UBS Investment Bank April 2000 - 2007
Swiss Bank Corporation/UBS Warburg April 1997 - April 2000
Swiss Bank Corporation April 1994 - April 1997
O'Connor and Associates April 1989 - April 1994
The Chase Manhattan Bank April 1987 - April 1989
Skills
Data Modeling, Databases, Database Administration, Data Architecture, Replication, Oracle, Integration, Data Migration, Sybase, Unix Shell Scripting, Unix, Solaris, SOA, Enterprise Architecture, Data Warehousing, SDLC, Shell Scripting, Trading Systems, Software Project..., Big Data, Python, Perl, Database Design, T-SQL, SQL Tuning, Performance Tuning, Derivatives, Linux, Fixed Income, ETL, Architecture, Electronic Trading, Microsoft SQL Server, Relational Databases, SQL
Education
DePaul University 1995 — 2002
Ph.D. (ABD), Computer Science
DePaul University 1989 — 1992
MS, Computer Science
Chicago State University 1981 — 1986
BA, Data Processing
Chicago Trading Company May 2010 - Present
UBS Investment Bank November 2009 - May 2010
SJS Group May 2009 - December 2009
UBS Investment Bank June 2008 - October 2008
UBS Investment Bank April 2007 - June 2008
UBS Investment Bank April 2000 - 2007
Swiss Bank Corporation/UBS Warburg April 1997 - April 2000
Swiss Bank Corporation April 1994 - April 1997
O'Connor and Associates April 1989 - April 1994
The Chase Manhattan Bank April 1987 - April 1989
Skills
Data Modeling, Databases, Database Administration, Data Architecture, Replication, Oracle, Integration, Data Migration, Sybase, Unix Shell Scripting, Unix, Solaris, SOA, Enterprise Architecture, Data Warehousing, SDLC, Shell Scripting, Trading Systems, Software Project..., Big Data, Python, Perl, Database Design, T-SQL, SQL Tuning, Performance Tuning, Derivatives, Linux, Fixed Income, ETL, Architecture, Electronic Trading, Microsoft SQL Server, Relational Databases, SQL
Education
DePaul University 1995 — 2002
Ph.D. (ABD), Computer Science
DePaul University 1989 — 1992
MS, Computer Science
Chicago State University 1981 — 1986
BA, Data Processing
michael apel's Swiss Bank Corporation Experience 1987 - 1990
Job Senior Trust Fund and Tehnical Assistance Officer
Industry International Trade and Development
Experience
IIC - Inter-American Investment Corporation April 1997 - Present
PwC Consulting 1991 - 1997
Swiss Bank Corporation 1987 - 1990
Skills
Economic Development, International..., Capital Markets, Latin America, Emerging Markets, Microfinance, Spanish, Economics, Policy Analysis, Project Finance, Structured Finance, Credit Risk, Public/private..., Private Equity, Investments, Public Policy, International Relations, Financial Analysis, Banking, Financial Modeling, Corporate Finance, International Economics, Portfolio Management, Valuation, Financial Structuring
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1984 — 1986
ma, International Affairs
Carleton College 1980 — 1984
BA, English
Colegio Bolivar 1976 — 1980
High School
IIC - Inter-American Investment Corporation April 1997 - Present
PwC Consulting 1991 - 1997
Swiss Bank Corporation 1987 - 1990
Skills
Economic Development, International..., Capital Markets, Latin America, Emerging Markets, Microfinance, Spanish, Economics, Policy Analysis, Project Finance, Structured Finance, Credit Risk, Public/private..., Private Equity, Investments, Public Policy, International Relations, Financial Analysis, Banking, Financial Modeling, Corporate Finance, International Economics, Portfolio Management, Valuation, Financial Structuring
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1984 — 1986
ma, International Affairs
Carleton College 1980 — 1984
BA, English
Colegio Bolivar 1976 — 1980
High School
Vivian Pecorella's Swiss Bank Corporation Experience 1988 - 1997
Job Medical Administrator at Yuill Black MD & Michael Kletz MD
Industry Financial Services
Experience
Yuill Black MD & Michael Kletz MD November 2011 - Present
Servisair May 2009 - June 2011
Morgan Stanley January 1998 - January 2008
Swiss Bank Corporation 1988 - 1997
Skills
Microsoft Excel, Accounting, PowerPoint, Risk Management, Financial Analysis, Process Improvement, Banking, Analysis, Software Documentation, Finance, QuickBooks, Management, Leadership, Strategic Planning, Microsoft Office, Human Resources, Outlook, Customer Service, Budgets
Education
Kingsborough Community College 1996 — 1999
Associates, Accounting, 3.4 GPA
New Utrecht HS 1971 — 1974
Yuill Black MD & Michael Kletz MD November 2011 - Present
Servisair May 2009 - June 2011
Morgan Stanley January 1998 - January 2008
Swiss Bank Corporation 1988 - 1997
Skills
Microsoft Excel, Accounting, PowerPoint, Risk Management, Financial Analysis, Process Improvement, Banking, Analysis, Software Documentation, Finance, QuickBooks, Management, Leadership, Strategic Planning, Microsoft Office, Human Resources, Outlook, Customer Service, Budgets
Education
Kingsborough Community College 1996 — 1999
Associates, Accounting, 3.4 GPA
New Utrecht HS 1971 — 1974
Nicholas Rotunno's Swiss Bank Corporation Experience 1989 - 1996
Job CPA, CIA
Industry Financial Services
Experience
PNC Financial Services April 2012 - June 2014
Independent Risk Management / Audit Professional January 2009 - April 2012
Consult USA, LLC March 2010 - March 2012
Bank of New York Mellon January 2006 - January 2009
Bank of New York Mellon 2009 - 2009
Mellon Financial Corp 2003 - 2005
Mellon Financial Corp. 2001 - 2003
Mellon Financial Corp 1996 - 2001
Swiss Bank Corporation 1989 - 1996
Prudential Bache 1987 - 1989
Skills
Internal Controls, Financial Analysis, Internal Audit, Business Continuity, Process Improvement, Auditing, Sarbanes-Oxley Act, Risk Management, Finance, Enterprise Risk..., Financial Services, Portfolio Management, Mergers & Acquisitions, Analysis, Financial Risk
Education
Edinboro University of Pennsylvania
North Allegheny
North Allegheny
North Allegheny
North Allegheny
North Allegheny
PNC Financial Services April 2012 - June 2014
Independent Risk Management / Audit Professional January 2009 - April 2012
Consult USA, LLC March 2010 - March 2012
Bank of New York Mellon January 2006 - January 2009
Bank of New York Mellon 2009 - 2009
Mellon Financial Corp 2003 - 2005
Mellon Financial Corp. 2001 - 2003
Mellon Financial Corp 1996 - 2001
Swiss Bank Corporation 1989 - 1996
Prudential Bache 1987 - 1989
Skills
Internal Controls, Financial Analysis, Internal Audit, Business Continuity, Process Improvement, Auditing, Sarbanes-Oxley Act, Risk Management, Finance, Enterprise Risk..., Financial Services, Portfolio Management, Mergers & Acquisitions, Analysis, Financial Risk
Education
Edinboro University of Pennsylvania
North Allegheny
North Allegheny
North Allegheny
North Allegheny
North Allegheny
Ronan Heaney's Swiss Bank Corporation Experience 1992 - 1996
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2014 - Present
Westpeak Global Advisors 1998 - June 2014
Multum 1996 - 1998
Swiss Bank Corporation 1992 - 1996
Education
Purdue University 1990 — 1992
MSc, Computer Science
Dublin City University 1986 — 1990
BSc, Applied Physics
Fintans 1980 — 1986
Goldman Sachs June 2014 - Present
Westpeak Global Advisors 1998 - June 2014
Multum 1996 - 1998
Swiss Bank Corporation 1992 - 1996
Education
Purdue University 1990 — 1992
MSc, Computer Science
Dublin City University 1986 — 1990
BSc, Applied Physics
Fintans 1980 — 1986
Marcus Eckert's Swiss Bank Corporation Experience January 1987 - April 1992
Job Owner, Proprietary Trading Group, LLC
Industry Financial Services
Experience
ETG, LLC 1993 - 2005
Swiss Bank Corporation January 1987 - April 1992
Education
Rutgers University-New Brunswick
ETG, LLC 1993 - 2005
Swiss Bank Corporation January 1987 - April 1992
Education
Rutgers University-New Brunswick
Nancy Russell (nee Geimer)'s Swiss Bank Corporation Experience 1986 - 1997
Job President at Management Advisory Council, LLC
Industry Management Consulting
Experience
Management Advisory Council, LLC September 2011 - Present
Management Advisory Council 2001 - September 2011
UBS 1997 - 1999
Swiss Bank Corporation 1986 - 1997
Skills
Innovative, Diligent, Detail Oriented, Financial Analysis, Reliability, Business Relationship..., Financial Modeling, Legal Documentation, Negotiation, Meeting Planning, Creative Problem Solving, Commercial Banking, Documentation, Budgeting, Cash Flow Forecasting, Follow-up, Corporate Finance, Writing, Management Consulting, Credit Analysis, Teamwork, Collaborative, avid learner, Excel, Word, Windows, Customer Service, Supervisory Skills, Integrity, Perseverance, Analytical Skills, Coaching, Budgets, Microsoft Excel, Credit Risk, Microsoft Word, Business Planning, Training, Executive Coaching, Leadership, Entrepreneurship, Small Business, Business Strategy, Strategy, Credit, Mergers & Acquisitions, Restructuring, Management, Finance, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1989 — 1992
MM, Finance and Organizational Behavior
Northwestern University 1982 — 1986
BA, Economics
Carmel Catholic High School 1978 — 1982
Valedictorian, College Prep
Management Advisory Council, LLC September 2011 - Present
Management Advisory Council 2001 - September 2011
UBS 1997 - 1999
Swiss Bank Corporation 1986 - 1997
Skills
Innovative, Diligent, Detail Oriented, Financial Analysis, Reliability, Business Relationship..., Financial Modeling, Legal Documentation, Negotiation, Meeting Planning, Creative Problem Solving, Commercial Banking, Documentation, Budgeting, Cash Flow Forecasting, Follow-up, Corporate Finance, Writing, Management Consulting, Credit Analysis, Teamwork, Collaborative, avid learner, Excel, Word, Windows, Customer Service, Supervisory Skills, Integrity, Perseverance, Analytical Skills, Coaching, Budgets, Microsoft Excel, Credit Risk, Microsoft Word, Business Planning, Training, Executive Coaching, Leadership, Entrepreneurship, Small Business, Business Strategy, Strategy, Credit, Mergers & Acquisitions, Restructuring, Management, Finance, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1989 — 1992
MM, Finance and Organizational Behavior
Northwestern University 1982 — 1986
BA, Economics
Carmel Catholic High School 1978 — 1982
Valedictorian, College Prep
Douglas C. Bennett's Swiss Bank Corporation Experience April 1989 - June 1994
Job Senior Portfolio Adviser, Vontobel Asset Management
Industry Banking
Experience
Vontobel Asset Management September 2012 - Present
CM-CIC Securities March 2012 - August 2012
Societe Generale August 2001 - October 2011
Societe Generale Bank & Trust October 1994 - July 2001
Swiss Bank Corporation April 1989 - June 1994
Skills
Fixed Income, Series 7, Capital Markets, Asset Management, ETFs, Latin America, Equity Derivatives, Investment Banking, Analysis, Portfolio Management, Investments, Financial Analysis, Emerging Markets, Trading Systems, Equities, Middle Office, Business Strategy, Trading, Financial Markets, Bloomberg, Valuation, Business Development, Equity Research, Hedge Funds, Financial Modeling
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1981 — 1983
MA, International Affairs
Lewis and Clark College 1976 — 1981
Bachelor of Arts, International Affairs
Vontobel Asset Management September 2012 - Present
CM-CIC Securities March 2012 - August 2012
Societe Generale August 2001 - October 2011
Societe Generale Bank & Trust October 1994 - July 2001
Swiss Bank Corporation April 1989 - June 1994
Skills
Fixed Income, Series 7, Capital Markets, Asset Management, ETFs, Latin America, Equity Derivatives, Investment Banking, Analysis, Portfolio Management, Investments, Financial Analysis, Emerging Markets, Trading Systems, Equities, Middle Office, Business Strategy, Trading, Financial Markets, Bloomberg, Valuation, Business Development, Equity Research, Hedge Funds, Financial Modeling
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1981 — 1983
MA, International Affairs
Lewis and Clark College 1976 — 1981
Bachelor of Arts, International Affairs
Lester Crawford's Swiss Bank Corporation Experience 1981 - 1996
Job Information Technology and Services Professional
Industry Information Technology and Services
Susan Heglin, CPA's Swiss Bank Corporation Experience 1990 - 1998
Job Director of Finance at Fenwick High School
Industry Nonprofit Organization Management
Experience
Fenwick High School February 2014 - Present
Near North Montessori School September 2013 - December 2013
The Latin School of Chicago 1999 - 2013
Swiss Bank Corporation 1990 - 1998
O'Connor and Associates 1986 - 1990
John Nuveen and Company 1982 - 1986
Skills
Nonprofits, Accounting, Budgets, Financial Analysis, Team Building, Risk Management, Financial Reporting, Financial Modeling, Benchmarking, Resource Allocation, Internal Controls, Procedure Manuals, Goal-oriented..., Decisiveness, Compliance, Project Planning, Payroll, Auditing, Financial Audits, Finance, Accounts Receivable, Accounts Payable, CPA
Education
Saint Mary's College 1978 — 1982
Bachelor of Business Administration (BBA), Accounting and Finance
Fenwick High School February 2014 - Present
Near North Montessori School September 2013 - December 2013
The Latin School of Chicago 1999 - 2013
Swiss Bank Corporation 1990 - 1998
O'Connor and Associates 1986 - 1990
John Nuveen and Company 1982 - 1986
Skills
Nonprofits, Accounting, Budgets, Financial Analysis, Team Building, Risk Management, Financial Reporting, Financial Modeling, Benchmarking, Resource Allocation, Internal Controls, Procedure Manuals, Goal-oriented..., Decisiveness, Compliance, Project Planning, Payroll, Auditing, Financial Audits, Finance, Accounts Receivable, Accounts Payable, CPA
Education
Saint Mary's College 1978 — 1982
Bachelor of Business Administration (BBA), Accounting and Finance
David Munves's Swiss Bank Corporation Experience 1980 - 1983
Job Managing Director at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics January 2005 - Present
Lehman Brothers Fixed Income Research (London) 1994 - 2004
Standard & Poor's Ratings Services 1983 - 1994
Swiss Bank Corporation 1980 - 1983
Skills
Fixed Income, Capital Markets, Portfolio Management, Financial Markets, Credit Markets Research...
Education
Columbia University - School of International and Public Affairs 1970 — 1980
Masters in International Affairs
Kenyon College 1973 — 1977
Bachelor’s Degree, Political Science and Government
Columbia University
Masters in International Affairs, Banking and Finance/European Politics
Moody's Analytics January 2005 - Present
Lehman Brothers Fixed Income Research (London) 1994 - 2004
Standard & Poor's Ratings Services 1983 - 1994
Swiss Bank Corporation 1980 - 1983
Skills
Fixed Income, Capital Markets, Portfolio Management, Financial Markets, Credit Markets Research...
Education
Columbia University - School of International and Public Affairs 1970 — 1980
Masters in International Affairs
Kenyon College 1973 — 1977
Bachelor’s Degree, Political Science and Government
Columbia University
Masters in International Affairs, Banking and Finance/European Politics
Jean-Michel Saillen's Swiss Bank Corporation Experience April 1978 - June 1996
Job Vice President at Erste Bank Group AG
Industry Banking
Experience
Erste Bank Group AG July 1998 - Present
Swiss Bank Corporation April 1978 - June 1996
Skills
Capital Markets, Fixed Income, FX
Education
Bangladesh Agricultural University
Ecole Superieure de Commerce, Switzerland
Erste Bank Group AG July 1998 - Present
Swiss Bank Corporation April 1978 - June 1996
Skills
Capital Markets, Fixed Income, FX
Education
Bangladesh Agricultural University
Ecole Superieure de Commerce, Switzerland
Dave Cortina's Swiss Bank Corporation Experience 1988 - 1994
Job Senior Financial Services Executive
Industry Banking
Experience
Grant Thornton LLP October 2014 - Present
IDB Bank June 2006 - July 2008
Accume 2002 - 2006
CIBC 1994 - 2002
Formerly Swiss Bank Corporation 1988 - 1994
Swiss Bank Corporation 1988 - 1994
DLJ 1983 - 1984
Skills
Risk Management, Internal Audit, Auditing, Sarbanes-Oxley Act, Internal Controls, Financial Risk, AML, Accounting, Banking, Capital Markets, Compliance, Credit, Due Diligence, Enterprise Risk..., External Audit, Finance, Financial Services, Investments, Leadership, Management, Mergers, Operational Risk, Operational Risk..., Project Planning, Risk Assessment, Mergers & Acquisitions
Education
Adelphi University 1989 — 1991
MBA
Saint Bonaventure University 1973 — 1977
BBA, Accounting
Grant Thornton LLP October 2014 - Present
IDB Bank June 2006 - July 2008
Accume 2002 - 2006
CIBC 1994 - 2002
Formerly Swiss Bank Corporation 1988 - 1994
Swiss Bank Corporation 1988 - 1994
DLJ 1983 - 1984
Skills
Risk Management, Internal Audit, Auditing, Sarbanes-Oxley Act, Internal Controls, Financial Risk, AML, Accounting, Banking, Capital Markets, Compliance, Credit, Due Diligence, Enterprise Risk..., External Audit, Finance, Financial Services, Investments, Leadership, Management, Mergers, Operational Risk, Operational Risk..., Project Planning, Risk Assessment, Mergers & Acquisitions
Education
Adelphi University 1989 — 1991
MBA
Saint Bonaventure University 1973 — 1977
BBA, Accounting
Marie Varela's Swiss Bank Corporation Experience April 1994 - February 1999
Job Office Manager/ Executive Assistant to Chairman & CEO at Archery Capital, LLC
Industry Financial Services
Experience
Archery Capital, LLC March 2004 - December 2008
Castle Harlan, Inc. January 2003 - January 2004
ABN AMRO, Inc. February 2001 - November 2002
UBS Wealth Management 1999 - 2001
Swiss Bank Corporation April 1994 - February 1999
Morgan Stanley & Co. Inc. August 1993 - December 1993
First Boston Corporation May 1990 - August 1993
Skills
Training
Education
New York University 1999 — 2000
Certificate Program, Global Marketing & Management
Montclair State University 1982 — 1986
BS, Business Administration
Archery Capital, LLC March 2004 - December 2008
Castle Harlan, Inc. January 2003 - January 2004
ABN AMRO, Inc. February 2001 - November 2002
UBS Wealth Management 1999 - 2001
Swiss Bank Corporation April 1994 - February 1999
Morgan Stanley & Co. Inc. August 1993 - December 1993
First Boston Corporation May 1990 - August 1993
Skills
Training
Education
New York University 1999 — 2000
Certificate Program, Global Marketing & Management
Montclair State University 1982 — 1986
BS, Business Administration
Steve Hotopp's Swiss Bank Corporation Experience 1990 - 2000
Job Quant at XR Trading
Industry Capital Markets
Experience
XR Trading September 2010 - Present
Matlock Capital 2000 - July 2011
Swiss Bank Corporation 1990 - 2000
SBC/SBC Warburg/SBC Warburg Dillon Reed/UBS Warburg 1990 - 2000
Franklin Savings 1989 - 1990
DRI/McGraw-Hill 1985 - 1989
Skills
Derivatives, Options, Quantitative Finance, High Frequency Trading, Regression Analysis, Trading Systems, Financial Engineering, Volatility, Financial Modeling, Econometrics, Trading Strategies, Quantitative Analytics, Electronic Trading, Trading, Quantitative Investing, Equity Trading, Market Making, Equity Derivatives, Statistical Arbitrage, Proprietary Trading
Education
University of Illinois at Urbana-Champaign 1980 — 1985
Ph.D., Economics
DePauw University 1976 — 1980
BA, Mathematics
XR Trading September 2010 - Present
Matlock Capital 2000 - July 2011
Swiss Bank Corporation 1990 - 2000
SBC/SBC Warburg/SBC Warburg Dillon Reed/UBS Warburg 1990 - 2000
Franklin Savings 1989 - 1990
DRI/McGraw-Hill 1985 - 1989
Skills
Derivatives, Options, Quantitative Finance, High Frequency Trading, Regression Analysis, Trading Systems, Financial Engineering, Volatility, Financial Modeling, Econometrics, Trading Strategies, Quantitative Analytics, Electronic Trading, Trading, Quantitative Investing, Equity Trading, Market Making, Equity Derivatives, Statistical Arbitrage, Proprietary Trading
Education
University of Illinois at Urbana-Champaign 1980 — 1985
Ph.D., Economics
DePauw University 1976 — 1980
BA, Mathematics
William Earley's Swiss Bank Corporation Experience April 1986 - April 1996
Job Consultant at self employed
Industry Banking
Experience
self employed January 2010 - Present
Commerzbank AG April 1996 - October 2008
Regional Head Financial Institutions January 1998 - January 2008
SWISS BANK CORPORATION April 1986 - April 1996
Manufacturers Hanover Trust August 1980 - April 1986
Skills
Financial Institutions, Credit, Banking, Loans, Commercial Banking, Commercial Lending, Derivatives
Education
University of Notre Dame 1978 — 1980
mba
New York University 1976 — 1978
bs, biology
self employed January 2010 - Present
Commerzbank AG April 1996 - October 2008
Regional Head Financial Institutions January 1998 - January 2008
SWISS BANK CORPORATION April 1986 - April 1996
Manufacturers Hanover Trust August 1980 - April 1986
Skills
Financial Institutions, Credit, Banking, Loans, Commercial Banking, Commercial Lending, Derivatives
Education
University of Notre Dame 1978 — 1980
mba
New York University 1976 — 1978
bs, biology
James Kase's Swiss Bank Corporation Experience October 1993 - October 1995
Job Global Head of IR at Capula Investment Management LLP
Industry Financial Services
Experience
Capula Investment Management LLP September 2013 - Present
STATE STREET GLOBAL ADVISORS March 2009 - September 2012
ING Investment Management Americas October 2005 - January 2009
MERRILL LYNCH INVESTMENT MANAGERS March 2000 - October 2005
LEHMAN BROTHERS INC October 1995 - March 2000
SWISS BANK CORPORATION October 1993 - October 1995
BANKERS TRUST COMPANY October 1986 - October 1993
SALOMON BROTHERS INC February 1983 - October 1986
Skills
Business Strategy, Strategic Partnerships, Relationship Marketing, Sales Management, Alternative Investments, Asset Managment, Innovation, Change Management, Revenue & Profit Growth, Fixed Income, Hedge Funds, Equities, Derivatives, Investments, ETFs, Financial Services, Management, Commodity, Bonds, Series 7, Institutional..., Strategy, Portfolio Management, Finance, Capital Markets, Relationship Management, Business Development, Financial Markets, Structured Products, Investment Management, Investment Banking, Securities, Asset Allocation, Mutual Funds, Structured Finance, Strategic Planning
Education
Brown University
BA, Political Science
Hamden Hall Country Day School 1975 — 1978
Capula Investment Management LLP September 2013 - Present
STATE STREET GLOBAL ADVISORS March 2009 - September 2012
ING Investment Management Americas October 2005 - January 2009
MERRILL LYNCH INVESTMENT MANAGERS March 2000 - October 2005
LEHMAN BROTHERS INC October 1995 - March 2000
SWISS BANK CORPORATION October 1993 - October 1995
BANKERS TRUST COMPANY October 1986 - October 1993
SALOMON BROTHERS INC February 1983 - October 1986
Skills
Business Strategy, Strategic Partnerships, Relationship Marketing, Sales Management, Alternative Investments, Asset Managment, Innovation, Change Management, Revenue & Profit Growth, Fixed Income, Hedge Funds, Equities, Derivatives, Investments, ETFs, Financial Services, Management, Commodity, Bonds, Series 7, Institutional..., Strategy, Portfolio Management, Finance, Capital Markets, Relationship Management, Business Development, Financial Markets, Structured Products, Investment Management, Investment Banking, Securities, Asset Allocation, Mutual Funds, Structured Finance, Strategic Planning
Education
Brown University
BA, Political Science
Hamden Hall Country Day School 1975 — 1978
Yolanda Piacentino's Swiss Bank Corporation Experience January 1978 - January 1982
Job Relationship Services at Commonwealth Bank
Industry Investment Banking
Experience
Commonwealth Bank August 2014 - Present
Macquarie Holdings (USA) Inc. February 2011 - August 2014
The Bank of New York Mellon January 2008 - November 2009
The Bank of New York Mellon June 2001 - December 2007
UBS, AG January 2000 - January 2001
UBS, AG / SWISS BANK CORPORATION January 1982 - January 2000
Swiss Bank Corporation January 1978 - January 1982
Skills
AML, KYC, Banking, Financial Services, Credit, Due Diligence, Analysis, Management, Loans, Software Documentation, Anti Money Laundering
Education
Montclair State University 1973 — 1977
BS, Business
Commonwealth Bank August 2014 - Present
Macquarie Holdings (USA) Inc. February 2011 - August 2014
The Bank of New York Mellon January 2008 - November 2009
The Bank of New York Mellon June 2001 - December 2007
UBS, AG January 2000 - January 2001
UBS, AG / SWISS BANK CORPORATION January 1982 - January 2000
Swiss Bank Corporation January 1978 - January 1982
Skills
AML, KYC, Banking, Financial Services, Credit, Due Diligence, Analysis, Management, Loans, Software Documentation, Anti Money Laundering
Education
Montclair State University 1973 — 1977
BS, Business
Kevin Logan's Swiss Bank Corporation Experience 1988 - 1996
Job Chief US Economist at HSBC
Industry Banking
Experience
HSBC June 2010 - Present
Dresdner Kleinwort November 1996 - August 2010
Swiss Bank Corporation 1988 - 1996
Citibank 1984 - 1988
Skills
Financial Markets, Fixed Income, Capital Markets, Structured Finance, Equities, Interest Rate..., Valuation, Financial Modeling, Corporate Finance, FX Options, Derivatives, Emerging Markets, Economics, Equity Research, Investment Banking, Bloomberg, Hedge Funds, Macroeconomics, Trading, Investments, Asset Management, Portfolio Management, Options, Bonds
Education
Cornell University 1972 — 1977
Ph.D., Economics
HSBC June 2010 - Present
Dresdner Kleinwort November 1996 - August 2010
Swiss Bank Corporation 1988 - 1996
Citibank 1984 - 1988
Skills
Financial Markets, Fixed Income, Capital Markets, Structured Finance, Equities, Interest Rate..., Valuation, Financial Modeling, Corporate Finance, FX Options, Derivatives, Emerging Markets, Economics, Equity Research, Investment Banking, Bloomberg, Hedge Funds, Macroeconomics, Trading, Investments, Asset Management, Portfolio Management, Options, Bonds
Education
Cornell University 1972 — 1977
Ph.D., Economics
Bruce Brittain's Swiss Bank Corporation Experience 1991 - 1994
Job EVP at PIMCO
Industry Financial Services
Experience
PIMCO January 2002 - Present
Lyster Watson & Company 1998 - 2002
WEB Capital Advisors/Quadrangle Investments 1996 - 2002
Lehman Brothers 1994 - 1996
Swiss Bank Corporation 1991 - 1994
Salomon Brothers 1980 - 1991
Bank for International Settlements September 1977 - December 1980
Education
The University of Chicago 1970 — 1975
PhD, Economics
The London School of Economics and Political Science (LSE) 1969 — 1970
MSc, Economics
Carleton University
BA, Economics & Political Science
PIMCO January 2002 - Present
Lyster Watson & Company 1998 - 2002
WEB Capital Advisors/Quadrangle Investments 1996 - 2002
Lehman Brothers 1994 - 1996
Swiss Bank Corporation 1991 - 1994
Salomon Brothers 1980 - 1991
Bank for International Settlements September 1977 - December 1980
Education
The University of Chicago 1970 — 1975
PhD, Economics
The London School of Economics and Political Science (LSE) 1969 — 1970
MSc, Economics
Carleton University
BA, Economics & Political Science
Roger Burney's Swiss Bank Corporation Experience 1995 - 1997
Job Professional Services
Industry Computer & Network Security
Experience
Independent Technology Consulting 2000 - Present
Sun Microsystems 1999 - 2000
Hyundai ChipPac 1997 - 1999
Swiss Bank Corporation 1995 - 1997
Cellnet Data Systems 1993 - 1995
McCaw Cellular 1992 - 1993
Skills
Leadership, Program Management, Enterprise Software, Cloud Computing, Data Center, Ubuntu, Linux, Project Management, Cross-functional Team..., Windows, Customer Satisfaction, Networking, Construction, Professional Services
Education
Oregon State University 1975 — 1983
BSME/EE
Golden State University MBA program
Independent Technology Consulting 2000 - Present
Sun Microsystems 1999 - 2000
Hyundai ChipPac 1997 - 1999
Swiss Bank Corporation 1995 - 1997
Cellnet Data Systems 1993 - 1995
McCaw Cellular 1992 - 1993
Skills
Leadership, Program Management, Enterprise Software, Cloud Computing, Data Center, Ubuntu, Linux, Project Management, Cross-functional Team..., Windows, Customer Satisfaction, Networking, Construction, Professional Services
Education
Oregon State University 1975 — 1983
BSME/EE
Golden State University MBA program
Pandora Setian's Swiss Bank Corporation Experience April 1988 - January 1989
Job Chief Administrative Officer at SOS International LLC
Industry Defense & Space
Experience
SOS International LLC January 2014 - Present
SOS International LLC August 2011 - December 2013
SOS International LLC November 2009 - July 2011
JPMorgan Chase April 2007 - April 2009
JPMorgan July 1993 - April 2007
Chemical Bank January 1989 - July 1993
Swiss Bank Corporation April 1988 - January 1989
Skills
Investment Banking, Transaction Execution, Credit Agreement and..., Strategic Planning, Budget Management, Revenue and Liquidity..., Risk Management, Project Management, Relationship Management, Team Building, Credit, Finance, Transaction Processing, Revenue, Portfolio Management, Budgets, Management, Cross-functional Team..., Security, Leadership, Program Management
Education
Barnard College
BA, Psychology (Departmental Honors)
Columbia University - School of International and Public Affairs
MIA, International Political Economy
Stuyvesant High School
SOS International LLC January 2014 - Present
SOS International LLC August 2011 - December 2013
SOS International LLC November 2009 - July 2011
JPMorgan Chase April 2007 - April 2009
JPMorgan July 1993 - April 2007
Chemical Bank January 1989 - July 1993
Swiss Bank Corporation April 1988 - January 1989
Skills
Investment Banking, Transaction Execution, Credit Agreement and..., Strategic Planning, Budget Management, Revenue and Liquidity..., Risk Management, Project Management, Relationship Management, Team Building, Credit, Finance, Transaction Processing, Revenue, Portfolio Management, Budgets, Management, Cross-functional Team..., Security, Leadership, Program Management
Education
Barnard College
BA, Psychology (Departmental Honors)
Columbia University - School of International and Public Affairs
MIA, International Political Economy
Stuyvesant High School
Jack Blumenfrucht's Swiss Bank Corporation Experience 1985 - 1991
Job CEO at Fairmont International Inc.
Industry International Trade and Development
Experience
Fairmont International Inc. January 1995 - Present
Fairmont Associates, Inc. January 1992 - December 1994
Swiss Bank Corporation 1985 - 1991
Skills
Solution Oriented, Problem Solving, Accountability, No-nonsense, Thinking Outside The Box, Tenacious, Multitasker, Multilingual, Multicultural, Global vision and..., Negotiation, Mergers, International Trade, Restructuring, International Business, Strategic Planning, Management Consulting, Multi Tasking, Entrepreneurship, Mergers & Acquisitions, Business Strategy, Business Planning, Banking, International Sales, Market Research, Management, Solutions Marketing, Market Development, Strategy, Market Analysis, Spanish, French, Chemical, Business Development, Strategic Partnerships, Venture Capital, Start-ups, Export, Plastics
Education
Solvay Business School 1963 — 1968
Ingenieur Commercial, Finance and Chemical Engineering
University of Brussels 1963 — 1968
Ecole de Commerce Solvay, Business Administration and Finance
Fairmont International Inc. January 1995 - Present
Fairmont Associates, Inc. January 1992 - December 1994
Swiss Bank Corporation 1985 - 1991
Skills
Solution Oriented, Problem Solving, Accountability, No-nonsense, Thinking Outside The Box, Tenacious, Multitasker, Multilingual, Multicultural, Global vision and..., Negotiation, Mergers, International Trade, Restructuring, International Business, Strategic Planning, Management Consulting, Multi Tasking, Entrepreneurship, Mergers & Acquisitions, Business Strategy, Business Planning, Banking, International Sales, Market Research, Management, Solutions Marketing, Market Development, Strategy, Market Analysis, Spanish, French, Chemical, Business Development, Strategic Partnerships, Venture Capital, Start-ups, Export, Plastics
Education
Solvay Business School 1963 — 1968
Ingenieur Commercial, Finance and Chemical Engineering
University of Brussels 1963 — 1968
Ecole de Commerce Solvay, Business Administration and Finance
Kevin G. Murphy's Swiss Bank Corporation Experience 1981 - 1996
Job Team Leader at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP April 2014 - Present
Bloomberg January 2011 - March 2014
Bloomberg August 2008 - December 2010
Bloomberg August 2007 - August 2008
Bloomberg September 1999 - August 2007
Banque Paribas 1996 - 1999
Swiss Bank Corporation 1981 - 1996
Skills
Bloomberg, Bloomberg Terminal, Fixed Income, Electronic Trading, Equities, Financial Markets, Hedge Funds, Derivatives, Trading Systems, FX Options, Capital Markets, Trading, Market Data, Bonds, Portfolio Management, Equity Trading, Credit Derivatives, Investments, Securities
Education
Boston College 1976 — 1980
BS, Accounting/Economics
Bloomberg LP April 2014 - Present
Bloomberg January 2011 - March 2014
Bloomberg August 2008 - December 2010
Bloomberg August 2007 - August 2008
Bloomberg September 1999 - August 2007
Banque Paribas 1996 - 1999
Swiss Bank Corporation 1981 - 1996
Skills
Bloomberg, Bloomberg Terminal, Fixed Income, Electronic Trading, Equities, Financial Markets, Hedge Funds, Derivatives, Trading Systems, FX Options, Capital Markets, Trading, Market Data, Bonds, Portfolio Management, Equity Trading, Credit Derivatives, Investments, Securities
Education
Boston College 1976 — 1980
BS, Accounting/Economics
Erik Codrington's Swiss Bank Corporation Experience January 1992 - January 1994
Job Managing Director, Project Finance at Bank of TokyoMitsubishi UFJ
Industry Investment Banking
Experience
Bank of Tokyo-Mitsubishi UFJ July 2011 - Present
Dahlman Rose & Co. September 2010 - July 2011
U.S. Department of Energy May 2009 - September 2010
Citigroup 2004 - 2009
JPMorgan 1994 - 2003
Swiss Bank Corporation January 1992 - January 1994
US NAVY June 1986 - June 1990
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA, Finance
Cornell University 1982 — 1986
BA, Economics, International Relations
Bank of Tokyo-Mitsubishi UFJ July 2011 - Present
Dahlman Rose & Co. September 2010 - July 2011
U.S. Department of Energy May 2009 - September 2010
Citigroup 2004 - 2009
JPMorgan 1994 - 2003
Swiss Bank Corporation January 1992 - January 1994
US NAVY June 1986 - June 1990
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA, Finance
Cornell University 1982 — 1986
BA, Economics, International Relations
Gary Krim's Swiss Bank Corporation Experience 1987 - 1988
Job President of Law Offices of Krim & Krim, P.C.
Industry Law Practice
Experience
Krim & Krim, P.C. 1992 - Present
Swiss Bank Corporation 1987 - 1988
Swiss Bank Corporation 1984 - 1986
Skills
Real Estate, Real Estate Transactions, Commercial Real Estate, Investments, Litigation, Finance, Contract Negotiation, Commercial Real Estate..., Commercial Real Estate..., Wills, Investors, Property, Loans, Investment Properties, Portfolio Management, Due Diligence, Probate and Estate Law, Probate Litigation, Probate Administration
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1988 — 1991
JD
New York University - Leonard N. Stern School of Business 1985 — 1988
MBA, Finance
Columbia Engineering 1981 — 1983
BS, Operations Research
Queens College 1978 — 1981
BA, Physical Sciences
Krim & Krim, P.C. 1992 - Present
Swiss Bank Corporation 1987 - 1988
Swiss Bank Corporation 1984 - 1986
Skills
Real Estate, Real Estate Transactions, Commercial Real Estate, Investments, Litigation, Finance, Contract Negotiation, Commercial Real Estate..., Commercial Real Estate..., Wills, Investors, Property, Loans, Investment Properties, Portfolio Management, Due Diligence, Probate and Estate Law, Probate Litigation, Probate Administration
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1988 — 1991
JD
New York University - Leonard N. Stern School of Business 1985 — 1988
MBA, Finance
Columbia Engineering 1981 — 1983
BS, Operations Research
Queens College 1978 — 1981
BA, Physical Sciences
Mitch Kronenberg's Swiss Bank Corporation Experience May 1984 - September 1985
Job Manager of Database Administration at Cigna
Industry Health, Wellness and Fitness
Experience
Cigna April 2013 - Present
DTCC January 2002 - January 2013
Depository Trust and Clearing Corp September 1985 - January 2013
DTCC January 1985 - January 2013
DTCC July 2000 - January 2002
DTCC April 1999 - July 2000
DTCC January 1996 - April 1999
DTCC September 1985 - January 1996
Swiss Bank Corporation May 1984 - September 1985
Viacom International February 1982 - May 1984
Skills
Sybase, Disaster Recovery, Data Warehousing, SDLC, Enterprise Architecture, IT Strategy, SQL, IT Management, Mainframe, Unix Shell Scripting, Database Administration, Requirements Analysis, COBOL, Databases, Microsoft SQL Server, Visio, Process Improvement, DB2, VSAM, Unix, AIX, Performance Tuning, Vendor Management, Software Project..., Replication, Data Migration, Business Intelligence, Relational Databases, ITIL, Stored Procedures, Testing, Oracle, Perl, JCL, PL/SQL, Integration, Database Design, Data Center, Data Modeling, Shell Scripting, CICS, Systems Analysis, Solaris
Education
Princeton University 1973 — 1976
B.A. Degree, Philosophy
Cigna April 2013 - Present
DTCC January 2002 - January 2013
Depository Trust and Clearing Corp September 1985 - January 2013
DTCC January 1985 - January 2013
DTCC July 2000 - January 2002
DTCC April 1999 - July 2000
DTCC January 1996 - April 1999
DTCC September 1985 - January 1996
Swiss Bank Corporation May 1984 - September 1985
Viacom International February 1982 - May 1984
Skills
Sybase, Disaster Recovery, Data Warehousing, SDLC, Enterprise Architecture, IT Strategy, SQL, IT Management, Mainframe, Unix Shell Scripting, Database Administration, Requirements Analysis, COBOL, Databases, Microsoft SQL Server, Visio, Process Improvement, DB2, VSAM, Unix, AIX, Performance Tuning, Vendor Management, Software Project..., Replication, Data Migration, Business Intelligence, Relational Databases, ITIL, Stored Procedures, Testing, Oracle, Perl, JCL, PL/SQL, Integration, Database Design, Data Center, Data Modeling, Shell Scripting, CICS, Systems Analysis, Solaris
Education
Princeton University 1973 — 1976
B.A. Degree, Philosophy
Denise Gosse's Swiss Bank Corporation Experience 1988 - 1997
Job Integration Analyst at Southern DataComm
Industry Computer Software
Experience
Southern DataComm Client Services Technical LeadSouthern DataComm2006 - Present
Swiss Bank Corporation 1988 - 1997
Education
Purdue University
Southern DataComm Client Services Technical LeadSouthern DataComm2006 - Present
Swiss Bank Corporation 1988 - 1997
Education
Purdue University
John Wardle's Swiss Bank Corporation Experience 1996 - 1997
Job Senior Software Engineer at Informz
Industry Information Technology and Services
Experience
Informz May 2006 - Present
UBS 1997 - 2006
Swiss Bank Corporation 1996 - 1997
Swiss Stock Exchange 1993 - 1996
DEC 1990 - 1993
British Telecom Professional Services 1986 - 1990
McDonnell Douglas 1982 - 1986
Skills
Agile Methodologies, XML, Software Development, Web Services, Web Applications, Unix, ASP, Visual Studio, Business Analysis, SQL, Java Enterprise Edition
Education
Leeds Metropolitan University
Bachelor of Engineering (B.Eng First), Electrical and Electronics Engineering
Informz May 2006 - Present
UBS 1997 - 2006
Swiss Bank Corporation 1996 - 1997
Swiss Stock Exchange 1993 - 1996
DEC 1990 - 1993
British Telecom Professional Services 1986 - 1990
McDonnell Douglas 1982 - 1986
Skills
Agile Methodologies, XML, Software Development, Web Services, Web Applications, Unix, ASP, Visual Studio, Business Analysis, SQL, Java Enterprise Edition
Education
Leeds Metropolitan University
Bachelor of Engineering (B.Eng First), Electrical and Electronics Engineering
William Harle's Swiss Bank Corporation Experience September 1993 - June 1998
Job IT Audit Manager at UBS AG
Industry Financial Services
Experience
UBS AG November 2005 - Present
UBS AG July 1998 - October 2005
Swiss Bank Corporation September 1993 - June 1998
Swiss Bank Corporation January 1989 - October 1993
Swiss Bank Corporation February 1985 - December 1989
Skills
Operational Risk..., Business Continuity, CISA, AML, Financial Risk, IT Audit, Operational Risk, Enterprise Risk..., Risk Management, CPA
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
APC, Certificate in Accounting
Rutgers University-New Brunswick 1983 — 1985
MBA, Operations Management
Tusculum College 1979 — 1981
BS, Business Administration
UBS AG November 2005 - Present
UBS AG July 1998 - October 2005
Swiss Bank Corporation September 1993 - June 1998
Swiss Bank Corporation January 1989 - October 1993
Swiss Bank Corporation February 1985 - December 1989
Skills
Operational Risk..., Business Continuity, CISA, AML, Financial Risk, IT Audit, Operational Risk, Enterprise Risk..., Risk Management, CPA
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
APC, Certificate in Accounting
Rutgers University-New Brunswick 1983 — 1985
MBA, Operations Management
Tusculum College 1979 — 1981
BS, Business Administration
Fred Ferris's Swiss Bank Corporation Experience January 1994 - January 1995
Job
Industry Electrical/Electronic Manufacturing
Experience
DELTAUNIBUS CORPORATION January 2006 - Present
CUSTOM FILTER CORPORATION January 2004 - January 2006
FRED J. FERRIS 2000 - 2004
CANDLE CORPORATION OF AMERICA January 1996 - January 2000
SAFETY KLEEN CORPORATION January 1995 - January 1996
SWISS BANK CORPORATION January 1994 - January 1995
GATX TERMINALS CORPORATION January 1988 - January 1993
Education
DePaul University
Master, Business Administration
Finance
University of Illinois at Urbana-Champaign
Bachelor of Science, Mechanical Engineering
DELTAUNIBUS CORPORATION January 2006 - Present
CUSTOM FILTER CORPORATION January 2004 - January 2006
FRED J. FERRIS 2000 - 2004
CANDLE CORPORATION OF AMERICA January 1996 - January 2000
SAFETY KLEEN CORPORATION January 1995 - January 1996
SWISS BANK CORPORATION January 1994 - January 1995
GATX TERMINALS CORPORATION January 1988 - January 1993
Education
DePaul University
Master, Business Administration
Finance
University of Illinois at Urbana-Champaign
Bachelor of Science, Mechanical Engineering
Frank Gram's Swiss Bank Corporation Experience 1986 - 1989
Job Vice President Internal Audit at RTI International
Industry Research
Experience
RTI International May 2007 - Present
Dixon Hughes Goodman LLP February 2007 - May 2007
Scottish RE February 2004 - December 2006
Canada Life Assurance Company November 2000 - December 2003
Deloitte November 1997 - November 2000
Fidelity Bank & Trust International February 1995 - November 1997
Standard Chartered Bank May 1990 - February 1995
The Imperial Life Assurance Company of Canada 1989 - May 1990
Swiss Bank Corporation 1986 - 1989
Prudential Financial 1981 - 1986
Skills
Sarbanes-Oxley Act, Business Process..., Financial Reporting, IT Audit, Risk Assessment, Internal Audit, Internal Controls, Enterprise Risk..., Sarbanes-Oxley, CISA
Education
Florida State University 1976 — 1978
Bachelor's of Science degree, Finance
RTI International May 2007 - Present
Dixon Hughes Goodman LLP February 2007 - May 2007
Scottish RE February 2004 - December 2006
Canada Life Assurance Company November 2000 - December 2003
Deloitte November 1997 - November 2000
Fidelity Bank & Trust International February 1995 - November 1997
Standard Chartered Bank May 1990 - February 1995
The Imperial Life Assurance Company of Canada 1989 - May 1990
Swiss Bank Corporation 1986 - 1989
Prudential Financial 1981 - 1986
Skills
Sarbanes-Oxley Act, Business Process..., Financial Reporting, IT Audit, Risk Assessment, Internal Audit, Internal Controls, Enterprise Risk..., Sarbanes-Oxley, CISA
Education
Florida State University 1976 — 1978
Bachelor's of Science degree, Finance
Bryan Mackay's Swiss Bank Corporation Experience April 1992 - May 1994
Job Director at Tilden Park Capital Management
Industry Financial Services
Experience
Tilden Park Capital Management April 2013 - Present
BlackRock December 1998 - April 2013
Bear Stearns May 1994 - December 1998
Swiss Bank Corporation April 1992 - May 1994
Merrill Lynch 1987 - 1991
Grumman October 1985 - December 1987
Sperry Systems Management May 1982 - November 1985
Skills
Market Data, Fixed Income, Electronic Trading, Trading Systems, Derivatives, Unix, Equities, Java, Credit Derivatives, Portfolio Management, C++, SQL, Sybase, Asset Managment, SDLC, Enterprise Architecture, Linux, Software Development, Trading
Education
Penn State University 1980 — 1982
MS, Computer Science, 3.9
SUNY Stony Brook 1977 — 1980
BS, Applied Mathematics and Statistics, 3.3
Chaminade High School 1973 — 1977
Tilden Park Capital Management April 2013 - Present
BlackRock December 1998 - April 2013
Bear Stearns May 1994 - December 1998
Swiss Bank Corporation April 1992 - May 1994
Merrill Lynch 1987 - 1991
Grumman October 1985 - December 1987
Sperry Systems Management May 1982 - November 1985
Skills
Market Data, Fixed Income, Electronic Trading, Trading Systems, Derivatives, Unix, Equities, Java, Credit Derivatives, Portfolio Management, C++, SQL, Sybase, Asset Managment, SDLC, Enterprise Architecture, Linux, Software Development, Trading
Education
Penn State University 1980 — 1982
MS, Computer Science, 3.9
SUNY Stony Brook 1977 — 1980
BS, Applied Mathematics and Statistics, 3.3
Chaminade High School 1973 — 1977
Dee D'Agostino's Swiss Bank Corporation Experience 1988 - 1990
Job Executive Director, Human Resources
Industry Insurance
Experience
Aetna, INC. January 2011 - Present
Aetna 2008 - 2011
Aetna 2004 - 2008
Aetna 1998 - 2004
Aetna Financial Services 1991 - 1998
Swiss Bank Corporation 1988 - 1990
Manufacturers Hanover Trust 1983 - 1988
Skills
Employee Benefits, Deferred Compensation, Employee Relations, Talent Management, Succession Planning, Onboarding, Workforce Planning, Employee Engagement, HRIS, Human Resources, Performance Management, Benefits Administration, Organizational Design, Personnel Management, Talent Acquisition
Education
Colgate University
B.A., Sociology
Aetna, INC. January 2011 - Present
Aetna 2008 - 2011
Aetna 2004 - 2008
Aetna 1998 - 2004
Aetna Financial Services 1991 - 1998
Swiss Bank Corporation 1988 - 1990
Manufacturers Hanover Trust 1983 - 1988
Skills
Employee Benefits, Deferred Compensation, Employee Relations, Talent Management, Succession Planning, Onboarding, Workforce Planning, Employee Engagement, HRIS, Human Resources, Performance Management, Benefits Administration, Organizational Design, Personnel Management, Talent Acquisition
Education
Colgate University
B.A., Sociology
Brian C. Roseboro's Swiss Bank Corporation Experience 1993 - 1996
Job Consultant
Industry Investment Banking
Experience
Independent Consultant January 2012 - Present
UBS Investment Bank March 2010 - November 2011
Independent Consultant 2009 - 2010
JP Morgan Chase 2007 - 2009
Promontory Financial Group, LLC, 2006 - 2007
U.S. Department of Treasury July 2001 - December 2004
American International Group 1996 - 2001
Swiss Bank Corporation 1993 - 1996
First National Bank of Chicago 1988 - 1993
Federal Reserve Bank of New York 1983 - 1988
Skills
Risk Management, Public Policy, Capital Markets, Derivatives, Financial Services, Fixed Income, FX Options, Market Risk, Executive Management, Enterprise Risk..., Trading, Policy, Change Management, Financial Markets, Strategy, Portfolio Management, Financial Risk, Investments, Investment Banking, Emerging Markets, Banking, Finance, Asset Management
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Finance, International Business
University of Rochester 1977 — 1981
BA, Economics
Independent Consultant January 2012 - Present
UBS Investment Bank March 2010 - November 2011
Independent Consultant 2009 - 2010
JP Morgan Chase 2007 - 2009
Promontory Financial Group, LLC, 2006 - 2007
U.S. Department of Treasury July 2001 - December 2004
American International Group 1996 - 2001
Swiss Bank Corporation 1993 - 1996
First National Bank of Chicago 1988 - 1993
Federal Reserve Bank of New York 1983 - 1988
Skills
Risk Management, Public Policy, Capital Markets, Derivatives, Financial Services, Fixed Income, FX Options, Market Risk, Executive Management, Enterprise Risk..., Trading, Policy, Change Management, Financial Markets, Strategy, Portfolio Management, Financial Risk, Investments, Investment Banking, Emerging Markets, Banking, Finance, Asset Management
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Finance, International Business
University of Rochester 1977 — 1981
BA, Economics
Kurtz (Belinda)'s Swiss Bank Corporation Experience 1991 - 1996
Job Sr. Product Manager at AlcatelLucent
Industry Telecommunications
Experience
Alcatel-Lucent September 2008 - Present
Alcatel-Lucent October 2001 - September 2008
Alcatel-Lucent April 1998 - August 2001
Spyglass, Inc. 1996 - 1998
Swiss Bank Corporation 1991 - 1996
Reuters Financial Software 1986 - 1991
Skills
Product Management, Project Management, Strategy, Telecommunications, Vendor Management, Product Lifecycle..., Product Development, IP, Enterprise Software, Cross-functional Team..., Program Management
Education
North Central College 1983 — 1986
Bachelor of Arts (B.A.), Major in International Business; Minor in German
Alcatel-Lucent September 2008 - Present
Alcatel-Lucent October 2001 - September 2008
Alcatel-Lucent April 1998 - August 2001
Spyglass, Inc. 1996 - 1998
Swiss Bank Corporation 1991 - 1996
Reuters Financial Software 1986 - 1991
Skills
Product Management, Project Management, Strategy, Telecommunications, Vendor Management, Product Lifecycle..., Product Development, IP, Enterprise Software, Cross-functional Team..., Program Management
Education
North Central College 1983 — 1986
Bachelor of Arts (B.A.), Major in International Business; Minor in German
Paul Schantz's Swiss Bank Corporation Experience 1988 - 1993
Job Strategic Account Manager, SunGard
Industry Insurance
Experience
SunGard Financial Systems May 1995 - Present
Swiss Bank Corporation 1988 - 1993
Skills
Insurance, Financial Accounting, Financial Services, Account Management, Risk Management, Financial Analysis, Business Analysis, Process Improvement, Banking, Management, Product Management, Business Process..., Analysis, Vendor Management, Business Intelligence, Sales Management, Pre-sales
Education
William E. Simon School of Business 1992 — 1994
Master of Business Administration (M.B.A.), Finance and Operations Management
Rutgers University
Bachelor of Arts, Economics, Computer Science
SunGard Financial Systems May 1995 - Present
Swiss Bank Corporation 1988 - 1993
Skills
Insurance, Financial Accounting, Financial Services, Account Management, Risk Management, Financial Analysis, Business Analysis, Process Improvement, Banking, Management, Product Management, Business Process..., Analysis, Vendor Management, Business Intelligence, Sales Management, Pre-sales
Education
William E. Simon School of Business 1992 — 1994
Master of Business Administration (M.B.A.), Finance and Operations Management
Rutgers University
Bachelor of Arts, Economics, Computer Science
Andrea Lodahl Henneman's Swiss Bank Corporation Experience September 1992 - March 1996
Job Corporate Law
Industry Law Practice
Experience
Backes & Backes LLC October 2013 - Present
Manewitz & Studholme October 2010 - June 2012
Law Offices of Michael C. Schonberger September 2009 - July 2010
Mayer Brown May 1996 - March 2001
Swiss Bank Corporation September 1992 - March 1996
Schiff Hardin LLP September 1986 - August 1992
Skills
Real Estate Development, Private Equity, Corporate Governance, Corporate Law, Litigation, Legal Research, Commercial Litigation, Civil Litigation, Arbitration, Securities, Due Diligence
Education
University of Michigan Law School 1983 — 1986
J.D.
Cornell University 1978 — 1982
Bachelor of Arts, Sociology
Backes & Backes LLC October 2013 - Present
Manewitz & Studholme October 2010 - June 2012
Law Offices of Michael C. Schonberger September 2009 - July 2010
Mayer Brown May 1996 - March 2001
Swiss Bank Corporation September 1992 - March 1996
Schiff Hardin LLP September 1986 - August 1992
Skills
Real Estate Development, Private Equity, Corporate Governance, Corporate Law, Litigation, Legal Research, Commercial Litigation, Civil Litigation, Arbitration, Securities, Due Diligence
Education
University of Michigan Law School 1983 — 1986
J.D.
Cornell University 1978 — 1982
Bachelor of Arts, Sociology
Rebecca Marlowe's Swiss Bank Corporation Experience 1992 - 1994
Job Risk Management Professional
Industry Banking
Experience
BNP Paribas 1995 - 2002
Swiss Bank Corporation 1992 - 1994
Swiss Bank Corporation 1989 - 1992
Caspari 1987 - 1989
Skills
Risk Management, Capital Markets, Corporate Finance, Credit Risk, Derivatives, Financial Services, Management, Marketing, Negotiation, Banking, Loans, Project Management, Quantitative Research, Quality Management
Education
New York University, Stern School of Business 1993 — 1995
Master of Business Administration (MBA), Marketing and International Business
Middlebury College 1983 — 1987
Bachelor of Arts (B.A.), Political Science and French
BNP Paribas 1995 - 2002
Swiss Bank Corporation 1992 - 1994
Swiss Bank Corporation 1989 - 1992
Caspari 1987 - 1989
Skills
Risk Management, Capital Markets, Corporate Finance, Credit Risk, Derivatives, Financial Services, Management, Marketing, Negotiation, Banking, Loans, Project Management, Quantitative Research, Quality Management
Education
New York University, Stern School of Business 1993 — 1995
Master of Business Administration (MBA), Marketing and International Business
Middlebury College 1983 — 1987
Bachelor of Arts (B.A.), Political Science and French
James F. Burgoyne's Swiss Bank Corporation Experience 1988 - 1993
Job Managing Director at GE Energy Financial Services
Industry Financial Services
Experience
GE Energy Financial Services 1997 - Present
SBC Warburg 1993 - 1997
Swiss Bank Corporation 1988 - 1993
Education
Northwestern University - Kellogg School of Management 1981 — 1982
Master of Management, Finance
GE Energy Financial Services 1997 - Present
SBC Warburg 1993 - 1997
Swiss Bank Corporation 1988 - 1993
Education
Northwestern University - Kellogg School of Management 1981 — 1982
Master of Management, Finance
Cheryl Roberts's Swiss Bank Corporation Experience 1993 - 1998
Job Global HR Executive
Industry Financial Services
Experience
UBS 2009 - 2011
UBS Investment Bank 2005 - 2009
UBS Investment Bank 2001 - 2005
UBS Investment Bank 1998 - 2001
Swiss Bank Corporation 1993 - 1998
O'Connor & Associates 1989 - 1993
O'Connor & Associates 1978 - 1989
Skills
Employee Relations, HR Transformation, Global HR Leadership, Recruiting, Change Management, Fixed Income, Human Resources, Personnel Management, Strategy, Investment Banking, System Administration, HR Policies, Employee Benefits, Mergers & Acquisitions, Leadership, Deferred Compensation, Management, Program Management, Employment Law, Policy
Education
DePaul University
Bachelor of Science in Commerce, Economics, Personnel Management
UBS 2009 - 2011
UBS Investment Bank 2005 - 2009
UBS Investment Bank 2001 - 2005
UBS Investment Bank 1998 - 2001
Swiss Bank Corporation 1993 - 1998
O'Connor & Associates 1989 - 1993
O'Connor & Associates 1978 - 1989
Skills
Employee Relations, HR Transformation, Global HR Leadership, Recruiting, Change Management, Fixed Income, Human Resources, Personnel Management, Strategy, Investment Banking, System Administration, HR Policies, Employee Benefits, Mergers & Acquisitions, Leadership, Deferred Compensation, Management, Program Management, Employment Law, Policy
Education
DePaul University
Bachelor of Science in Commerce, Economics, Personnel Management
Jay C. Rubloff's Swiss Bank Corporation Experience June 1989 - March 1993
Job Managing Director at Cambridge International Securities
Industry Investment Banking
Experience
Cambridge International Securities January 1999 - Present
Credit Lyonnais Securities January 1995 - November 1998
Bear Stearns March 1993 - November 1995
Swiss Bank Corporation June 1989 - March 1993
UBS Securities Co., Ltd January 1985 - May 1989
Dean Witter Reynolds March 1983 - January 1985
Skills
Fixed Income, Management, Capital Markets
Education
Queens College
Bachelor of Arts (BA), Economics
Cambridge International Securities January 1999 - Present
Credit Lyonnais Securities January 1995 - November 1998
Bear Stearns March 1993 - November 1995
Swiss Bank Corporation June 1989 - March 1993
UBS Securities Co., Ltd January 1985 - May 1989
Dean Witter Reynolds March 1983 - January 1985
Skills
Fixed Income, Management, Capital Markets
Education
Queens College
Bachelor of Arts (BA), Economics
Christopher Ohmacht's Swiss Bank Corporation Experience December 1992 - May 1998
Job President at Victory Capital Management
Industry Investment Management
Experience
Victory Capital Management March 2013 - Present
Victory Capital Management February 2011 - February 2013
Victory Capital Management September 2010 - February 2011
Victory Capital Management August 2006 - August 2010
Victory Capital Management September 1999 - July 2006
The Bank of New York June 1998 - August 1999
Swiss Bank Corporation December 1992 - May 1998
First Fidelity Bank July 1988 - November 1992
Skills
Chartered Financial..., FINRA License 7, 24, 66, Investment Management, FINRA, Equities, Alternative Investments, Asset Management, Portfolio Management, Hedge Funds, Fixed Income, Asset Allocation, Investments, Mutual Funds, Relationship Management
Education
Pace University - Lubin School of Business 1994 — 1997
Master of Business Administration (MBA), Finance, General
Moravian College 1984 — 1988
Bachelor of Arts (BA), Business Administration and Management, General
Victory Capital Management March 2013 - Present
Victory Capital Management February 2011 - February 2013
Victory Capital Management September 2010 - February 2011
Victory Capital Management August 2006 - August 2010
Victory Capital Management September 1999 - July 2006
The Bank of New York June 1998 - August 1999
Swiss Bank Corporation December 1992 - May 1998
First Fidelity Bank July 1988 - November 1992
Skills
Chartered Financial..., FINRA License 7, 24, 66, Investment Management, FINRA, Equities, Alternative Investments, Asset Management, Portfolio Management, Hedge Funds, Fixed Income, Asset Allocation, Investments, Mutual Funds, Relationship Management
Education
Pace University - Lubin School of Business 1994 — 1997
Master of Business Administration (MBA), Finance, General
Moravian College 1984 — 1988
Bachelor of Arts (BA), Business Administration and Management, General
Nicholas Lagaros's Swiss Bank Corporation Experience 1993 - 1994
Job Information Technology
Industry Investment Management
Experience
Moore Capital Management 2015 - Present
Viking Global Investors June 2010 - November 2014
Moore Capital Management 1994 - May 2010
Swiss Bank Corporation 1993 - 1994
Education
Columbia University - Columbia Business School 2008 — 2010
Master of Business Administration (MBA)
Polytechnic University 1998 — 2000
Master's degree, Systems Engineering
Georgia Institute of Technology 1990 — 1993
Bachelor's degree, Computer Engineering
Moore Capital Management 2015 - Present
Viking Global Investors June 2010 - November 2014
Moore Capital Management 1994 - May 2010
Swiss Bank Corporation 1993 - 1994
Education
Columbia University - Columbia Business School 2008 — 2010
Master of Business Administration (MBA)
Polytechnic University 1998 — 2000
Master's degree, Systems Engineering
Georgia Institute of Technology 1990 — 1993
Bachelor's degree, Computer Engineering
Rolf Schilde's Swiss Bank Corporation Experience April 1983 - December 1993
Job Senior Vice President at EFG Bank (Monaco)
Industry Banking
Experience
EFG Bank (Monaco) August 2014 - Present
UBS April 2013 - January 2014
UBS Wealth Management January 2011 - March 2013
UBS Wealth Management January 2009 - December 2010
UBS Wealth Management August 2003 - December 2008
UBS Wealth Management January 2003 - July 2003
UBS Wealth Management January 1997 - December 2002
UBS Wealth Management January 1994 - December 1996
Swiss Bank Corporation April 1983 - December 1993
Skills
Banking, Wealth Management, Private Banking, Investment Banking, Insurance, Investment Advisory, Securities, Asset Management, Equities, Mutual Funds, Portfolio Management, Alternative Investments, Fixed Income, Hedge Funds, Bonds, Management
Education
International University of Monaco 2014 — 2015
AMAF certification, Finance
Kaufmaennsches Lehrinstitut Zuerich 1990 — 1993
Bachelor of Administration, Business Administration and Management, General
EFG Bank (Monaco) August 2014 - Present
UBS April 2013 - January 2014
UBS Wealth Management January 2011 - March 2013
UBS Wealth Management January 2009 - December 2010
UBS Wealth Management August 2003 - December 2008
UBS Wealth Management January 2003 - July 2003
UBS Wealth Management January 1997 - December 2002
UBS Wealth Management January 1994 - December 1996
Swiss Bank Corporation April 1983 - December 1993
Skills
Banking, Wealth Management, Private Banking, Investment Banking, Insurance, Investment Advisory, Securities, Asset Management, Equities, Mutual Funds, Portfolio Management, Alternative Investments, Fixed Income, Hedge Funds, Bonds, Management
Education
International University of Monaco 2014 — 2015
AMAF certification, Finance
Kaufmaennsches Lehrinstitut Zuerich 1990 — 1993
Bachelor of Administration, Business Administration and Management, General
Norio Nakamura's Swiss Bank Corporation Experience August 1971 - April 1998
Job Student at El Camino College
Industry Banking
Experience
Swiss Bank Corporation August 1971 - April 1998
Skills
Career Counseling, Financial Planning, Risk Management
Education
El Camino College 2013 — 2016
Swiss Bank Corporation August 1971 - April 1998
Skills
Career Counseling, Financial Planning, Risk Management
Education
El Camino College 2013 — 2016
Eric Pelletier's Swiss Bank Corporation Experience 1991 - 1993
Job Managing Director at Modern Bank, N.A.
Industry Banking
Experience
Modern Bank, N.A. 2011 - Present
JPMorgan 2005 - 2008
HVB Unicredit 2000 - 2003
Bank of Hawaii April 1998 - December 1999
Mizuho Bank 1995 - 1998
Swiss Bank Corporation 1991 - 1993
Skills
Portfolio Management, Private Equity, Due Diligence, Structuring, Client Coverage, Origination, Restructuring, Risk Management, Loan Origination, Investment Banking, Management, Leveraged Finance, Capital Markets, Credit, Syndications, Valuation, Credit Analysis, AML, Loans, Fixed Income, Finance, Financial Modeling, Structured Finance, Corporate Finance, Credit Risk, Banking
Education
Fordham University - Graduate School of Business Administration
M.B.A., Finance
Fordham University - Graduate School of Business Administration
Advanced Graduate Program, Taxation & Accounting
Providence College
B.A., Economics
Modern Bank, N.A. 2011 - Present
JPMorgan 2005 - 2008
HVB Unicredit 2000 - 2003
Bank of Hawaii April 1998 - December 1999
Mizuho Bank 1995 - 1998
Swiss Bank Corporation 1991 - 1993
Skills
Portfolio Management, Private Equity, Due Diligence, Structuring, Client Coverage, Origination, Restructuring, Risk Management, Loan Origination, Investment Banking, Management, Leveraged Finance, Capital Markets, Credit, Syndications, Valuation, Credit Analysis, AML, Loans, Fixed Income, Finance, Financial Modeling, Structured Finance, Corporate Finance, Credit Risk, Banking
Education
Fordham University - Graduate School of Business Administration
M.B.A., Finance
Fordham University - Graduate School of Business Administration
Advanced Graduate Program, Taxation & Accounting
Providence College
B.A., Economics
Phil Rausch's Swiss Bank Corporation Experience July 1979 - July 1989
Job Partner
Industry Financial Services
Experience
ITB Trading LLC September 2013 - Present
MF Global January 2002 - May 2008
Geldermann Inc January 1991 - June 1995
Swiss Bank Corporation July 1979 - July 1989
Education
Lafayette College
Economics, Languages
ITB Trading LLC September 2013 - Present
MF Global January 2002 - May 2008
Geldermann Inc January 1991 - June 1995
Swiss Bank Corporation July 1979 - July 1989
Education
Lafayette College
Economics, Languages
Michael Abbott's Swiss Bank Corporation Experience September 1990 - October 1996
Job Executive Chairman at Columbia Care LLC
Industry Medical Practice
Experience
Columbia Care LLC November 2014 - Present
Raptor Group May 2012 - November 2014
Cornell University October 2010 - May 2011
Robeco Sage August 2006 - July 2010
Elysium Capital July 2002 - July 2006
Goldman Sachs September 1996 - August 2002
Swiss Bank Corporation September 1990 - October 1996
Education
King's College London 1987 — 1990
Bachelor of Laws (LLB), Law, 2:1
Liverpool College Public School for Boys 1970 — 1982
High School
Columbia Care LLC November 2014 - Present
Raptor Group May 2012 - November 2014
Cornell University October 2010 - May 2011
Robeco Sage August 2006 - July 2010
Elysium Capital July 2002 - July 2006
Goldman Sachs September 1996 - August 2002
Swiss Bank Corporation September 1990 - October 1996
Education
King's College London 1987 — 1990
Bachelor of Laws (LLB), Law, 2:1
Liverpool College Public School for Boys 1970 — 1982
High School
Edward Jones
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ