WestLB Company
Industry: Commercial banking company
DescriptionWestLB AG was a European commercial bank based in Düsseldorf, Germany which was mainly owned by the German state of North Rhine-Westphalia. Landesbanks are a group of partly or wholly state owned banks unique to Germany. They are regionally organised and their business is predominantly wholesale banking. Headquarters: Düsseldorf, Germany Subsidiaries: WestLB Ireland plc,
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WestLB Employees
BNP Paribas May 2014 - Present
Pucara Resources November 2012 - May 2014
Southern Legacy Minerals July 2012 - March 2014
WestLB 2001 - 2012
BBVA 1997 - 1999
Skills
Mining, Gold, Corporate Finance, Structured Finance, Mineral Exploration, Commodity, Project Finance, Finance, Iron Ore, Copper, Capital Markets, Financial Structuring, Due Diligence, Banking, Investment Banking, Emerging Markets
Education
New York University 1999 — 2000
Continuing Education in Corporate and International Banking
Comillas Pontifical University / ICADE 1994 — 1996
Master of Business Administration (MBA), International Finance
Universidad de Sevilla 1989 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General
US Department of Homeland Security November 2011 - Present
Fannie Mae February 2008 - 2011
Protiviti August 2005 - October 2007
GHI International Corporation December 2003 - August 2005
WestLB June 2001 - December 2002
Donaldson, Lufkin & Jenrette April 1998 - June 2001
JPMorgan Chase February 1996 - April 1998
Skills
SDLC, Business Analysis, Requirements Analysis, Business Intelligence, Data Warehousing, Risk Management, Vendor Management, Enterprise Architecture, Software Project..., Process Improvement, Requirements Gathering, IT Strategy, Program Management, Business Process..., Agile Methodologies, Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Financial Risk, Corporate Finance, Managerial Finance, Government Contracting, Government Procurement, Federal Government, Corporate Governance, Sales Presentations, CRM Integration, Executive Management, Executive Reporting, Relationship Management, Building Relationships, Employee Relations, Cross-functional Team..., Team Building, Team Management, Capital Markets, Venture Capital, Proprietary Trading, FX trading, International Trade, Trading Systems, Trading Strategies, Budget Process, Derivatives, Trading, Options, Finance
Education
Georgetown University
Towson University
International Finance
Holy Name Medical Center March 2011 - Present
Englewood Hospital & Medical Center September 2009 - Present
Fairview Emergency Response Unit Inc January 2007 - December 2010
Hewlett-Packard Company January 2005 - December 2009
WestLB 2004 - 2009
WestLB Systems February 2004 - December 2004
WestLB AG July 2004 - November 2004
All Service Computer Rental Inc. February 2001 - February 2004
Skills
Microsoft Excel, Public Speaking, Outlook, First Aid, Team Building, Disaster Response, Microsoft Word, Customer Service, Windows, Troubleshooting, Computer Hardware, Technical Support, Cpr Certified, Disaster Recovery, EMS, Emergency Services, Software Installation, Microsoft Office, Software Documentation, Help Desk Support, PowerPoint, Incident Management, Lotus Notes, Ambulance, BLS, Incident Command, Hospitals, Emergency Vehicle..., EMT, AED, Critical Care, EMR, EKG, Emergency, Emergency Management, Emergency Medical, Emergency Medicine, Emergency Room, Firefighting, Hazardous Materials, Healthcare, ATLS, NIMS, Medicine, ACLS, EMS Education, Management, PALS, PEPP, PHTLS
Education
Bergen Community College
AS.PS.BUS.INTL Assoc. in Science, Prof. Studies, Bus. Adm. - Int'l Trade
Ares Management January 2011 - Present
Espirito Santo Investment June 2008 - January 2011
Citigroup October 2006 - June 2008
WestLB 2003 - October 2006
Charles Schwab 2000 - 2003
Ernst & Young 1989 - 1999
Skills
Performance Management, Deferred Compensation, Recruiting, Leadership Development, Talent Management, Human Resources, Leadership, Management, Succession Planning, Employee Relations, Employee Benefits, Onboarding, Mergers & Acquisitions, Talent Acquisition, Organizational..., HRIS
Education
Virginia Commonwealth University 1978 — 1982
BA
Fairleigh Dickinson University - New Jersey
MBA, Human Resources
SunEdison June 2014 - Present
WestLB June 2008 - May 2013
Ernst & Young 2006 - 2008
Skills
Project Finance, Infrastructure, Financial Analysis, Public/private..., Due Diligence, Debt Restructuring, Water Treatment, Transportation, Hospitals, Airports, Loan Origination, Structured Finance, Financial Modeling, Deal Execution, Portfolio Management, Distressed Debt, Mergers & Acquisitions, Ports, Financial Advisory
Education
Australian Catholic University 1996 — 1998
Bachelor of Business, Accounting and Finance
Knox Grammar 1988 — 1995
Higher School Certificate
White & Case LLP June 2014 - Present
The Blackstone Group August 2011 - May 2014
Credit Suisse June 2010 - August 2010
WestLB June 2009 - May 2010
Skills
Legal Writing, Litigation, Intellectual Property, Securities Regulation, Legal Research, Structured Finance, Corporate Law, Commercial Litigation, Bankruptcy
Education
Benjamin N. Cardozo School of Law, Yeshiva University
Doctor of Law (JD), Law
New York University
Bachelor of Arts (B.A.), Political Science and Economics
TD July 2014 - Present
TD Securities August 2013 - July 2014
TD Securities September 2012 - July 2013
WestLB May 2011 - May 2012
NASDAQ OMX January 2011 - May 2011
Hon. Esther Salas (USMJ), U.S. District Court, District of New Jersey, Newark, NJ June 2010 - August 2010
Vornado Realty Trust – New York, NY May 2007 - August 2007
Office of NY State Senator Liz Krueger – New York, NY May 2005 - August 2005
United States Senate 108th Congress – Washington D.C. June 2004 - August 2004
Office of U.S. Senator Charles Schumer – New York, NY May 2004 - June 2004
Skills
Capital Markets, Securities Regulation, Derivatives, ISDA, Securities, Legal Research, Analysis, Project Finance, Dodd-Frank, Swaps, Regulatory Analysis, Project Management, Credit Risk
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2009 — 2012
JD, Concentration: Corporate Law
Bucknell University 2005 — 2009
BA, Political Science and History
Riverdale Country Day School
Wells Fargo December 2013 - Present
WestLB 2002 - 2013
Credit Suisse 1998 - 2002
Credit Suisse 1994 - 1998
IBM 1991 - 1994
Education
Carnegie Mellon University 1989 — 1991
Master of Business Administration (MBA)
Carnegie Mellon University 1986 — 1991
Bachelor of Science (BSc), Electrical Engineering
Robert Bosch GmbH February 2013 - July 2013
WestLB September 2011 - December 2011
Skills
Financial Analysis, Business Strategy, English, German, Teamwork, Public Speaking, Microsoft Excel, PowerPoint, Intercultural Skills, Microsoft Word, Corporate Finance, Microsoft Office, Market Research, Strategic Alliances, SAP, Spanish, International Business, Marketing Strategy, Team Management, Multicultural Education, Management
Education
University of Groningen 2014 — 2015
Master of Science (MSc), International Business and Management
ESB Business School, Reutlingen University 2012 — 2014
Bachelor's degree, International Business Administration Double Degree
Universidad Pontificia Comillas 2010 — 2012
Bachelor's degree, International Business Administration Double Degree
Royal Bank of Scotland March 2014 - Present
Morgan Stanley October 2010 - February 2014
Morgan Stanley October 2009 - October 2010
WestLB July 2009 - October 2009
Edward von der Schmidt, III, M.D., Neurosurgery June 2008 - October 2009
Skills
Financial Modeling, Financial Analysis, Fixed Income, Fixed Income Strategies, Interest Rates, Interest Rate..., Capital Markets, Investment Grade Credit, Investment Strategies, Financial Economics, Monetary Economics, Research, Series 7, Series 63, Series 3, Microsoft Excel, PowerPoint, Microsoft Office, CFA Level III - Passed, Economics
Education
Princeton University 2004 — 2008
AB, Economics
The Lawrenceville School 2000 — 2004
Baruch College
Mid-Market Securities, LLC April 2015 - Present
Dexia Credit Local June 2007 - January 2015
Mizuho Corporate Bank April 2006 - June 2007
Standard & Poor's January 2003 - April 2006
Moody's Investors Service September 2000 - November 2002
WestLB April 1999 - September 2000
Credit Agricole Indosuez April 1994 - April 1999
Sumitomo Mitsui Banking Corporation 1988 - 1994
Skills
Project Finance, Credit Risk, Credit, Structured Finance, Financial Structuring, Banking, Debt Restructuring, Workouts, Portfolio Management, Team Leadership, Management, Renewable Energy, Valuation, Corporate Finance, Business Decision Making, Fixed Income, Investment Banking, Finance
Education
Binghamton University
MA, Public Policy
Binghamton University
BA, Political Science
University of Maryland College Park
MBA, Finance
Vanderbilt University
International Political Economy
HFF May 2008 - Present
The Staubach Company December 2006 - May 2008
Trammell Crow Company May 2002 - December 2006
WestLB January 1998 - August 2001
PwC August 1994 - January 1998
Skills
Brokerage, Real Estate Transactions, Disposition, Commercial Real Estate, Mergers & Acquisitions, Finance, Shopping Centers, Capital Markets, Credit, Property, Real Estate Economics, Corporate Finance, Real Estate Dispositions, Real Estate Capital..., Dispositions, Investment Properties
Education
Emory University - Goizueta Business School 2001 — 2003
Master of Business Administration (MBA), Finance, General
Lehigh University - College of Business and Economics 1990 — 1994
Bachelor of Science (B.S.), Accounting and Business/Management
Salisbury School 1987 — 1990
Salisbury, CT
Baystate Medical Center August 2014 - Present
Bristol Hospital May 2007 - Present
Capital Community College, Hartford, CT September 2009 - Present
Credit Suisse September 2004 - March 2006
WestLB June 1999 - May 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Personnel Management, Medical Education, Negotiation, Employee Relations, Employee Management, Team Leadership, Patient Advocacy, Adult Education, Emergency Medicine, writing; concise, easy..., Leadership, Performance Management, Paramedic
Education
Capital Community College
EMS Instructor Certificate, Emergency Medical Services Teaching
Northwestern Connecticut Community College
Paramedic Licensure, Paramedic Science
Rutgers University
Nursing Science, 4.0
New York University
Master of Business Administration (MBA), Business, Management, Marketing, Research
Bowdoin College
Bachelor of Arts (BA), Psychology
Leaders in Debt Investment Banking in New York, NY 2012 - Present
Kashama Advisory June 2009 - Present
Calyon 2007 - 2009
Merrill Lynch 2004 - 2007
WestLB 1998 - 2004
Scotiabank 1988 - 1997
Skills
Financial Analysis, Negotiation, Business Strategy, Series 7, Series 63, Syndications, Leveraged Finance, Corporate Lending, Corporate Credit, Deal Execution, Debt Structuring, Relative Value, Mezzanine, DCM, Private Equity Firms, Corporate Finance, Investment Banking
Education
Colgate University 1981 — 1985
Bachelor of Arts, Mathematics and Physics
Milford academy
Milford academy
New York University - Leonard N. Stern School of Business
Masters of Business Administration, Finance and Accounting
Level 1 Partners August 2015 - Present
North Street Global May 2013 - Present
North Street Global Fund Services January 2012 - Present
KBC Alternative Investment Management 2005 - December 2011
KBC FP USA,Inc 2002 - December 2011
KBC Financial Products USA Inc. 2002 - December 2011
KBC Financial Products October 2002 - September 2010
WestLB 2000 - 2002
WestLB New York 2000 - 2002
The Chase Manhattan Bank March 1997 - May 2000
Skills
Hedge Funds, Derivatives, Capital Markets, Equities, Fixed Income, Portfolio Management, Asset Managment, Alternative Investments, Securities, Trading, Credit Derivatives, Investments, Valuation, Structured Finance, Investment Banking, Financial Markets
Education
City University of New York-Baruch College - Zicklin School of Business 1991 — 1995
BBA, Finance
EBSCO Information Services April 2015 - Present
LearningExpress LLC November 2007 - April 2015
LearningExpress LLC November 2006 - October 2007
Gamefit.net February 2004 - October 2006
The March Firm, Inc. February 2002 - October 2006
Urbanworld Films/Urbanworld Film Festival 2000 - 2002
WestLB August 1989 - July 2000
Bankers Trust 1987 - 1989
Skills
Marketing, Strategic Planning, Strategic Partnerships, Business Development, E-commerce, New Business Development, Marketing Strategy, Product Development, Salesforce.com, Public Speaking, Social Media, Financial Analysis, Strategic Financial..., Corporate Finance, Revenue Cycle, Team Management, SaaS
Education
Florida Agricultural and Mechanical University 1983 — 1987
B.S.
Half Hollow Hills High School West
Assured Risk Transfer LLC ("ART") 2015 - Present
WestLB 2011 - 2014
AIB Capital Markets 2005 - February 2011
URS/Scott Wilson 2001 - 2005
ESB International 1999 - 2000
Education
Trinity College Dublin 1996 — 2001
BSc Eng, Structural Engineering
CBC Monkstown
Engineers Ireland
Chartered Engineer
Senior Analyst / Open / New York City March 2014 - Present
Privately Held Investment Adviser November 2011 - February 2014
WestLB 2004 - 2011
Banco Santander June 2003 - October 2003
Dresdner Kleinwort Wasserstein 2000 - 2003
Citibank 1991 - 1999
Grant Thornton LLP 1987 - 1991
Logical Resources, Inc. 1986 - 1987
Skills
Leveraged Finance, Loans, Latin America, Venture Capital, North America, Restructuring, Bonds, Asset Management, Structured Finance, Capital Markets, Bloomberg, Investment Banking, Fixed Income, Emerging Markets, Private Equity, Financial Structuring, Valuation, Equities, Alternative Investments, Credit Derivatives, Structured Products
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
New York University - Leonard N. Stern School of Business 1987 — 1988
MS, Accounting
Brandeis University 1983 — 1987
BA, Computer Science
Enviva January 2014 - August 2014
WestLB 2007 - 2013
Credit Agricole 1998 - 2007
Deutsche Bank 1986 - 1997
Skills
Credit Analysis, Syndications, Mergers & Acquisitions, Financial Analysis, Financial Advisory, Relationship Management, Originations, Marketing, Product Development, International Project..., Structured Finance, Financial Structuring, Due Diligence, Finance, Project Finance
Education
Georgetown University 1984 — 1986
Master of Science in Foreign Service, International Politics and Economics / International Business Diplomacy
Beloit College 1973 — 1977
Bachelor of Arts (B.A.), Modern and Classical Languages
RBS April 2015 - Present
Bank of America October 2013 - April 2015
The NPD Group July 2009 - September 2013
Bank of New York Mellon March 2009 - June 2009
Bank of New York Mellon March 2008 - December 2008
JPMorgan Chase August 2007 - March 2008
WestLB December 2006 - July 2007
JPMorgan Chase March 2004 - November 2006
Wolters Kluwer November 2004 - December 2005
National City Bank April 2004 - July 2004
Skills
Software Documentation, Visio, Technical Writing, SDLC, Manuals, Business Requirements, Online Help, Documentation, Requirements Analysis, Testing, Technical Documentation, Web Pages, Databases, User Acceptance Testing, Integration, Security, MS Project, Business Analysis, Information Technology, Software Development, Agile Methodologies, Analytics, Content Management, SharePoint, Photoshop, HP Quality Center, Editing, Data Analysis, Management, PMO, Program Management, RoboHelp, SnagIt, Strategy, Training
Education
Carleton College
Bachelor of Arts (BA), Sociology and Anthropology
Headwaters MB August 2010 - Present
Private Advisory Practice 2006 - 2010
WestLB 2004 - 2006
McFarland Dewey & Co., LLC 2000 - 2004
ING Capital Corporation 1995 - 1998
SBCI Swiss Bank Corporation 1992 - 1995
Elders Resources Finance Inc. 1986 - 1990
European Banking Co. Ltd. 1984 - 1986
Continental Illinois National Bank and Trust Co. 1980 - 1984
AMAX Inc. 1975 - 1978
Skills
Corporate Finance, Strategy, Investment Banking, Investments, Banking, Mining, Mergers & Acquisitions, Gold, Business Valuation, Due Diligence, Minerals, Corporate Development, M&A experience, Alternative Investments, Financial Analysis, Valuation, Private Equity, Commodity, Capital Markets, Acquisitions, Finance, Metals, Copper, IPO, Capital, Restructuring, Executive Management, Project Finance, LBO, Equities, Financial Modeling, Venture Capital, Business Strategy, Private Placements, Equity Valuation, Divestitures, Capital Raising, Financial Structuring, Growth Capital, Joint Ventures, Mezzanine, Structured Finance, Recapitalizations, Emerging Markets, Middle Market, Capital Structure, Leveraged Finance, Base Metals, Equity Capital Markets
Education
American Graduate School of Int'l. Management 1979 — 1979
MIM, Finance
Colorado School of Mines 1969 — 1973
BSc, Mining Engineering
BUPA Latin America March 2014 - Present
BESI Portugal January 2008 - March 2014
WestLB 2001 - 2007
BEAL Brazil May 1984 - December 2000
Skills
Structured Finance, Capital Markets, Investment Banking, Project Finance, Fixed Income, Emerging Markets, Corporate Finance, Derivatives, Financial Structuring, Trade Finance, Securitization, Banking, Management, Financial Markets
Education
Fundação Armando Álvares Penteado 1984 — 1987
Bachelor of Business Administration (B.B.A.), Finance, General
Fundação Armando Álvares Penteado 1984 — 1987
Bachelor of Business Administration (B.B.A.), Finance, General
Fundação Armando Álvares Penteado 1984 — 1987
Administracao
Fundação Armando Álvares Penteado 1984 — 1987
Administracao
Universidade Presbiteriana Mackenzie 1977 — 1982
Colegio Dante Alighieri 1970 — 1976
High School
Procter & Gamble November 2012 - June 2014
Booz & Company January 2012 - March 2012
DOUGLAS HOLDING AG May 2010 - July 2010
Helbling Management Consulting January 2009 - February 2009
Booz & Company July 2008 - September 2008
WestLB August 2007 - September 2007
Education
Handelshögskolan i Stockholm / Stockholm School of Economics 2011 — 2012
M.Sc., International Management/CEMS
WU (Vienna University of Economics and Business) 2010 — 2012
M.Sc., International Management/CEMS
BiTS Hochschule - Business and Information Technology School 2007 — 2010
B.Sc., Business & Management Studies
BiTS Hochschule - Business and Information Technology School 2006 — 2009
B.Sc., Communication & Media Management
City University of New York 2008 — 2008
term abroad, Finance / Economics
PwC October 2012 - Present
M&D Consulting Associates, LP May 2010 - September 2012
BNP Paribas Investment Partners (formerly Fortis Investments) March 2007 - April 2010
WestLB 2003 - 2007
MBIA Insurance Corp., Armonk, NY 1995 - 2003
GE Capital 1985 - 1995
Skills
Credit Risk, Derivatives, Mortgage, Valuation, Business Analysis, Asset Based Lending, Process Engineering, Process Mapping, Securitization, Structured Finance, Capital Markets, Fixed Income, Structuring, Financial Structuring, Credit, Structured Products, Portfolio Management, Financial Risk, Mortgage Lending, Business Process Mapping, Financial Services, Risk Management
Education
The University of Connecticut School of Business 1988 — 1992
MBA, Finance
Fairfield University 1981 — 1985
BS, Finance/ Information Systems
Mizuho Securities USA Inc. 2007 - Present
Mizuho August 2006 - Present
Mizuho Bank 2006 - Present
WestLB 2001 - 2004
Citibank 1996 - 2001
Moody's Investors Service 1995 - 1996
Financial Security Assurance 1988 - 1992
Skills
Corporate Finance, Capital Markets, Financial Services, Structured Products, Structured Finance, Financial Risk, Fixed Income, Financial Structuring, Investment Banking, Risk Management, Management
Education
Columbia University in the City of New York
MA, Astrophysics
Fordham University
BS, Chemical Physics
Apollo Capital Management April 2012 - Present
Stone Tower Capital September 2006 - April 2012
WestLB Asset Mgt US LLC June 2005 - September 2006
Brightwater Capital Management March 2002 - September 2005
WestLB June 1999 - September 2001
WestLB September 1998 - June 1999
Thomas Cook November 1997 - June 1998
WestLB June 1990 - January 1995
CIBC June 1985 - July 1990
Skills
Strategy, Fixed Income, Asset Managment, Management, Finance, Financial Risk, Structured Products, Alternative Investments, Asset Management, Credit, Restructuring, Trading, Financial Markets, Financial Structuring, Structured Finance, Hedge Funds, Equities, Derivatives, Outsourcing, Capital Markets, Bonds, ABS, Private Equity, Bloomberg, Investments, Investment Banking, Leadership, Series 7, Emerging Markets, Corporate Finance, Securitization, Valuation, Portfolio Management, Securities, Options
Education
Fordham Gabelli School of Business 1993 — 1996
MBA, Finance
St. John's University Peter J. Tobin College of Business 1981 — 1985
BS, Finance / Economics
CoPromote October 2014 - Present
Cypress Capital Group September 2011 - Present
Palo Alto Economic Research September 2012 - Present
Tai Tam Capital January 2007 - December 2014
Westlb 2006 - 2006
Credit Suisse 1998 - 2006
Greenwich Capital 1995 - 1998
Lehman Brothers 1991 - 1995
First Boston 1986 - 1988
Bell Laboratories 1980 - 1982
Skills
Hedge Funds, Investments, Portfolio Management, Capital Markets, Sales Management, Alternative Investments, Emerging Markets, Fixed Income Sales &..., Wealth Management, Equities, Asian Bonds, Derivatives, Risk Management, Commodities, FX, Structured Products..., MBS Structuring &..., Real Estate, Asset Managment
Education
The Tuck School of Business at Dartmouth 1989 — 1991
MBA, Business
Cornell University 1982 — 1986
BA, theoretical mathematics and computer science
Satori Consulting January 2007 - Present
Pfizer 2013 - 2014
Goldman Sachs February 2011 - January 2012
FDA 2008 - 2011
Harvard Community Partners 2008 - 2008
Hoffmann-La Roche 2007 - 2007
Lehman July 2004 - May 2005
Citibank 2005 - 2005
WestLB 2004 - 2004
Merrill Lynch September 1999 - August 2002
Skills
Pharmaceutical Industry, Regulatory Compliance, Risk Management, Program Management, Strategy, Change Management, Business Analysis, Business Strategy, Process Improvement, Business Process..., Organizational Change, Management Consulting, Project Management, Management
Education
Harvard Business School 1994 — 1996
MBA
Harvard University 1987 — 1991
BA, Chinese
Spence School 1975 — 1987
Diploma
WestLB February 1991 - November 2012
CIBC March 1989 - February 1991
Brown Brothers Harriman September 1987 - March 1989
Skills
Capital Markets, Structured Products, Investment Banking, Securitization, Banking, FX Options, Fixed Income, Portfolio Management, Corporate Finance, Structured Finance, Credit Analysis, Investments, Project Finance, Emerging Markets, Commodity, Financial Risk, Financial Structuring, Financial Markets, Securities, Bloomberg, Trading, Hedge Funds, Market Risk, Commercial Banking, Financial Institutions, Treasury, Money Market, Bonds, Equities, Derivatives, Credit Derivatives
Education
Binghamton University 1982 — 1986
Bachelors of Arts, Economics & Political Science
AllianceBernstein August 2005 - July 2011
Barclays Capital June 2004 - July 2005
WestLB January 2004 - June 2004
HSBC July 2003 - December 2003
Skills
Event Management, Mandarin, Corporate Events, Marketing, Lotus Notes, Outlook, Marketing Communications, Trade Shows, Budgets, Microsoft Office, LiveMeeting, StarCite, Survey Monkey, LexisNexis, Korean, Japanese, Billing Process, SAP, Management
Education
New York University
State University of New York at Binghamton
BS
Hough Consulting June 2010 - Present
PBL Capital May 2007 - May 2010
WestLB January 2004 - April 2007
Swiss Re Capital Markets November 2002 - December 2003
Swiss Re New Markets July 2001 - November 2002
CAK Universal Credit Corp August 1998 - April 2001
The Bank of New York April 1995 - August 1998
JPMorgan 1994 - 1995
Skills
Structured Finance, Structuring, Mergers, Securitization, Divestitures, Private Equity, Hedge Funds, Investment Banking, Private Placements, Valuation, Corporate Finance, Due Diligence, Restructuring, Alternative Investments, Asset Management, Portfolio Management, Structured Products, Series 7, Credit Analysis, Debt, Asset Based Lending, Mezzanine, LBO, Leveraged Finance, Middle Market, Series 63, Alternative Assets, Life Settlements, Premium Financing, Insurance Linked..., Structured Settlements, Financial Structuring, Mergers & Acquisitions, Securities, Finance, Funding, Capital Markets, Investments, Loans, Start-ups
Education
Bucknell University 1990 — 1994
Bachelor of Arts, Economics & English Literature
Providence Country Day 1986 — 1990
AllianceBernstein October 2005 - Present
WestLB 2001 - 2003
Credit Suisse First Boston 1998 - 2001
Bayerische Landesbank 1995 - 1998
UBS 1993 - 1995
Bank of Tokyo-Mitsubishi 1987 - 1993
Skills
Derivatives, Equities, Credit, FX, Options, Fixed Income, Documentation, Swaps, Rates, FX Options, Confirmations, Middle Office, Equity Derivatives, Commodities, Back Office, Credit Derivatives, ISDA, CDS, Interest Rate..., Confirmation, Commodity, Securities, Bloomberg, Hedge Funds, Structured Products
Education
Capella University
BS, Business Administration
Kingsborough Community College
Business
Self employed May 2001 - Present
Proyecto Horizonte February 2004 - Present
Deutsche Bank October 2011 - February 2013
WestLB August 2005 - October 2011
Boersianer Handeln 2006 - 2007
Deutsche Bank 1991 - 2005
Skills
Risk Management, Efficiency Management, Debt Restructuring, Investment Banking, Structured Finance, Microfinance, Non-profits, Investments, Teaching Skills, Community Organizing, Consultancy, Fundraising, Credit Risk, Portfolio Management, Finance, Teaching, Capital Markets, Financial Analysis, Credit, Business Planning, Nonprofits, Loans, Management, Financial Modeling, Analysis, Project Finance, Financial Institutions, Emerging Markets, Restructuring, Due Diligence, Banking, Corporate Finance, Hedge Funds, Trading, Financial Risk, Fixed Income, Commercial Banking, Financial Services, Equities, Treasury Management, Funding, Valuation, Asset Management, Private Equity, Financial Structuring, Consulting
Education
Hochschule für Bankwirtschaft Frankfurt am Main 1991 — 1995
Diplom, Banking and Finance
San Diego State University-California State University 1993 — 1994
exchange program, Finance
Gymnasium Icking 1980 — 1989
Abitur
Google 2015 - Present
Synergis Advisory 2010 - 2015
Ernst & Young 2007 - 2010
Capital One 2006 - 2007
SSSI 2004 - 2006
UVA Darden Incubator 2002 - 2003
IBM 1997 - 2000
DirectLine 1995 - 1997
WestLB 1994 - 1995
Education
University of Virginia - Darden Graduate School of Business Administration 2000 — 2002
Master of Business Administration (M.B.A.), General Management
University of Virginia
Harvard University
Summer School
Johannes Kepler Universität Linz
Economics
Pioneer Advisors 2013 - 2015
HSBC 2002 - 2011
WestLB 1997 - 2002
DKB Financial Products, Inc. 1994 - 1997
Societe Generale 1991 - 1994
Chemical Banking Corporation 1988 - 1991
Skills
Private Equity, Asset Management, Alternative Investments, Investments, Hedge Funds, Derivatives, Structured Products, Rates, Fixed Income, Foreign Exchange, Bonds, FX Options, Equity Derivatives, Emerging Markets, Financial Markets, Structured Finance, Capital Markets
Education
Clark University
Bachelor of Arts (BA), Economics
Public Sector Credit Solutions April 2011 - Present
PF2 Securities Evaluations April 2012 - Present
Bitvore January 2014 - October 2014
Moody's Analytics December 2005 - April 2011
Blueseed 2011 - 2011
Moody's KMV April 2002 - December 2005
Dresdner Kleinwort August 2000 - April 2002
CIBC December 1997 - August 2000
Chase Manhattan 1994 - 1997
WestLB September 1992 - January 1994
Skills
Credit Risk, Public Finance, Credit, Structured Finance, Product Management, Sovereign Debt, Investment Banking, Credit Analysis, Financial Modeling, Loans, Analytics, Bonds, Portfolio Management, Financial Structuring, Finance, Economics, Mergers & Acquisitions, Financial Services, Valuation, FX Options, Structured Products, Financial Risk, Management, Derivatives, Start-ups, Risk Management
Education
San Francisco State University 2008 — 2012
MPA, Public Administration
New York University - Leonard N. Stern School of Business 1983 — 1985
MBA, Finance
New York University 1979 — 1983
BA, Economics
General Assembly
General Assembly
Deutsche Bank December 2013 - Present
Cantor Fitzgerald March 2012 - October 2013
HSBC July 2005 - November 2011
ABN AMRO Bank N.V. September 2004 - June 2005
WestLB July 2001 - August 2004
Bankers Trust February 1994 - March 1999
Skills
Fixed Income, Emerging Markets, Derivatives, Structured Products, Fixed Income Trading, Swaps, CDS, Credit, Credit Derivatives, Financial Structuring, Capital Markets, Hedge Funds, Interest Rate..., Bonds, Credit Trading, FX Options, Investment Banking, Trading
Education
Brandeis University 1987 — 1991
BA, Computer Science
WestLB August 2011 - Present
Dexia Credit Local March 2008 - March 2009
HSBC Securities 2005 - 2008
Skills
Alternative Energy, Capital Markets, Corporate Finance, Due Diligence, Emerging Markets, Equities, Financial Modeling, Fixed Income, Infrastructure, Investment Banking, Private Equity, Project Finance, Renewable Energy, Structured Finance
Education
Thunderbird School of Global Management 2003 — 2004
MBA, International Finance
Fashion Institute of Technology
BS, Marketing
Citi June 2012 - Present
McKinsey & Company February 2006 - June 2012
WestLB 2004 - 2005
WestLB 2002 - 2004
Societe Generale 2000 - 2001
Credit Suisse July 1998 - July 2000
Chase 1991 - 1998
Skills
Structured Finance, Structuring, Investment Banking, Corporate Finance, Management Consulting, Strategic Planning, Business Strategy, Mergers, Change Management, Engagement, Middle Market, Marketing Strategy, Budgeting, Banking, Financial Structuring, Mergers & Acquisitions, Project Finance, Leveraged Finance, Capital Markets, Finance, Financial Services, Portfolio Management, Financial Modeling, Financial Risk, Credit, Private Equity, Valuation, Corporate Development, Venture Capital, Emerging Markets, Restructuring, Due Diligence, M&A experience, Hedge Funds, Investments, Securitization
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA
Emory University 1986 — 1989
BA
OFSCap, LLC June 2015 - Present
Cerex Mexico August 2014 - Present
Tricap Partners & Co. March 2011 - Present
Condor Exploration May 2010 - Present
Medley Capital June 2008 - May 2010
WestLB 1998 - 2008
Deutsche Bank 1996 - 1998
Skills
Private Equity, Investment Banking, Capital Markets, Investments, Corporate Finance, Finance, Emerging Markets, Fixed Income, Structured Finance, Financial Modeling
Education
Georgetown University - The McDonough School of Business 1992 — 1994
MBA, Finance
Swarthmore College 1984 — 1988
Bachelor of Arts, Economics
CSG Investments Inc. ( Affiliate of Beal Bank) 2014 - Present
ENEFSO LLC 2013 - 2014
WestLB 2001 - 2012
Chase Securities 1998 - 2001
UBS 1995 - 1998
Office of the Vice President- The White House 1989 - January 1993
Skills
Business Development, Deal Origination, Client Advisory, Portfolio Management, Business Strategy, Investor Marketing, Public Affairs, Institutional Sales and..., Alternative Assets, Trading, Structured Finance, Investor Relations, Deal Creation, Securities, Derivatives, Emerging Markets, Syndications, Fixed Income, Investment Advisory..., Hedge Funds, Capital Markets, Financial Structuring
Education
Cornell University 1986 — 1989
BS, Policy Analysis
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance, Marketing
USAA Wealth Management July 2014 - Present
Citi Personal Wealth Management December 2011 - July 2014
Seidman Private Advisors LLC October 2009 - January 2012
UBS August 2006 - April 2009
Morgan Stanley March 2004 - May 2006
HSBC January 2002 - October 2003
WestLB October 1991 - June 2001
The Chase Manhattan Bank July 1974 - April 1983
Education
Columbia University - Columbia Business School 1978 — 1979
MS
Manhattanville College
BA
Arctas Capital Group November 2003 - Present
U.S. Pipeline, Inc. 2002 - 2003
Enron November 1999 - February 2001
WestLB 1992 - 2000
COBEE Energy Development 1998 - 1999
Education
CFA institute 2000 — 2003
CFA, Certified Financial Analyst
City University London 1984 — 1987
BSc, Computer Engineering
A2Z LAN Consulting August 2011 - Present
T-Systems (Synergy Services) February 2010 - July 2011
Shopping.com May 2007 - July 2010
HP January 2005 - May 2007
WestLB April 1999 - December 2004
UBS, NYC April 1998 - March 1999
Banque Paribas, NYC February 1996 - December 1997
RR Donneley & Sons 1993 - 1996
Skills
Contract Negotiation, IT Outsourcing, Windows Server, Virtualization, Cloud Computing, ITIL, VMware, Disaster Recovery, Data Center, IT Service Management, Infrastructure, IT Management, System Administration, Hardware, Vendor Management, Service Delivery, IT Strategy, Security, Servers, Business Continuity, Active Directory, Databases, Microsoft SQL Server, IT Operations, Software Project..., Unix, VMware ESX, Outsourcing, Enterprise Architecture
Education
National mineral resources university (University of mines) 1985 — 1991
BS
Raiffeisen Centrobank December 2012 - Present
HYPO NOE Gruppe Bank AG August 2011 - September 2012
Advisory September 2010 - June 2011
WestLB June 2008 - January 2010
WestLB London March 2006 - June 2008
WestLB June 1999 - March 2006
Kvantum Investment Bank January 1998 - June 1999
Skills
FX Options, Derivatives, Fixed Income, Trading, Treasury, Structured Finance, Equity Derivatives, Bonds, Investment Banking, Capital Markets, Portfolio Management, Risk Management, Emerging Markets, ALM, Financial Markets, Interest Rate..., Swaps, Bloomberg, Banking, Structured Products, Money Market, Credit Derivatives, Currency, Treasury Management, Interest Rate Risk..., Hedging, Market Risk, Financial Structuring, FX, Fixed Income Trading, Treasurers, Cash Management
Education
Corvinus University of Budapest 1997 — 2000
Master of Science (MSc) in Business Administration, Finance, MSc.
College for Foreign Trade, Budapest 1994 — 1997
Bachelor's degree, Economics, Banking
Portigon Financial Services July 2015 - Present
Portigon Financial Services January 2014 - July 2015
Portigon AG July 2012 - December 2013
Bank of Tokyo-Mitsubishi UFJ January 2012 - July 2012
WestLB October 2007 - January 2012
Credit Agricole CIB 2006 - 2007
The Bank of Tokyo-Mitsubishi Ltd. January 2000 - 2005
Citi 1997 - 1999
Skills
Credit Analysis, Structured Finance, Project Finance, Investment Banking, Credit Risk, Banking, Financial Modeling, Corporate Finance, Capital Markets, Loan Origination, Financial Structuring, Credit, Syndications, Leveraged Finance, Risk Management, Financial Risk, Emerging Markets, Due Diligence
Education
Assumption University
BBA, General Management
The George Washington University
MBA, Finance and Investment
Capco July 2015 - Present
Stealth Startup July 2015 - Present
Infosys Consulting, Inc. November 2012 - July 2015
Vanderbilt University August 2010 - May 2012
Way2Wealth Brokers Pvt. Ltd. June 2011 - August 2011
Karvy Global Services June 2008 - August 2010
Markit April 2007 - June 2008
WestLB January 2007 - April 2007
marketRx August 2005 - January 2007
Skills
Business Process, Business Strategy, Investment Strategies, Management Consulting, Growth Strategies, Value Stream Mapping, Cost Benefit, Equities, Fixed Income, Trading, Bloomberg, Financial Modeling, Derivatives, Portfolio Management, Quantitative Finance, Asset Management, Valuation, Securities, Investments, Hedge Funds, Options, Asset Managment, Hedging, Financial Markets, FX Options, Technical Analysis, Cost Savings, Cost Management, Finance, Strategy, Business Analysis, Management, Financial Analysis, New Business Development, Start-ups, Startup Development, Start-up Ventures, Start-up Consulting
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2012
MBA, Finance, Investment Management
Illinois Institute of Technology 2003 — 2005
MS, Finance
Birla Institute of Technology 1997 — 2002
Bachelor of Engineering (BEng), Industrial Engineering
Macy's June 2013 - Present
Macy's January 2012 - May 2013
Macy's January 2011 - January 2012
Blackstone Properties January 2010 - January 2011
WestLB June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Event Planning, Social Media, PowerPoint, Consulting, Retail Systems, Fundraising, Budgets, Sales, Retail, Forecasting, Management, Inventory Management, Customer Service, Marketing, Analysis, Merchandising, Fashion, Research, Social Networking, Marketing Strategy, Strategy, Accounting
Education
Baruch College 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Investments
Nathan Associates April 2013 - May 2015
Counterpart International August 2012 - March 2013
Jatukik Providence Foundation December 2011 - August 2012
Ambrit International School August 2010 - July 2011
WestLB June 2010 - August 2010
Global Fund For Children June 2009 - August 2009
Stratacomm June 2008 - August 2008
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (MBA)
Davidson College 2006 — 2010
Bachelor of Arts, Political Science
DarcMatter November 2014 - Present
TheStreet.com April 2015 - Present
Korean Startups & Entrepreneurs September 2012 - Present
Return on Change June 2013 - March 2015
CF50 June 2013 - December 2014
BNP Paribas April 2010 - May 2013
WestLB May 2008 - April 2010
Skills
Alternative Investments, Hedge Funds, Private Equity, Venture Capital, Finance, FinTech, Investment Portfolio, Start-ups, Entrepreneurship, Angel Investing, Financial Modeling, Crowdfunding, Due Diligence, Investments, Financial Structuring, Funding, Start-up Ventures, Project Finance, Capital Markets, Equities, Investment Banking, Private Placements, Capital Raising, Corporate Finance, Investor Relations, Emerging Markets, Mergers & Acquisitions, Medtech, Biotechnology, Cleantech, Structured Finance, Corporate Development, Valuation, IPO, M&A experience, Business Valuation, Securities, Credit Analysis, Financial Markets, Social Ventures, Leveraged Finance, Equity Valuation, Joint Ventures
Education
SUNY Binghamton 2004 — 2008
Bachelor's degree, Financial Engineering
고려대학교 / Korea University 2007 — 2007
Certificate, Finance
Stuyvesant High School 2000 — 2004
Genzyme (Sanofi Group) 2015 - Present
Genzyme (Sanofi Group) 2015 - 2015
KPMG 2008 - 2014
WestLB 2007 - 2007
Rothschild 2006 - 2007
HSBC 2006 - 2006
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Financial Planning, Financial Accounting, Financial Statements, Financial Audits, Financial Risk, Financial Services, Due Diligence, Data Analysis, Business Intelligence, Valuation, Capital Structure, Corporate Finance, Investment Management, Private Equity, LBO, Business Strategy, Economics, English, French, German, Microsoft Office, Mac Systems
Education
ESCP Europe 2004 — 2008
Master's Degree, Business Administration (Major in Finance)
Institution Saint Jean de Douai 2002 — 2004
Classe Préparatoire, Economics
Collège de Juilly & Saint Martin de France 1994 — 2001
Baccalauréat, Sciences & Economics
Primary schools 1987 — 1994
BNY Mellon / Dreyfus Corp. August 2013 - Present
Meriten Investment Management GmbH (BNY Mellon) July 2007 - November 2013
WestLB March 2006 - March 2007
Sparkasse Leverkusen May 2006 - September 2006
Skills
Value Investing, Portfolio Management, Asset Management, Accounting, Economics, Trading, Capital Markets, Financial Markets, Investment Banking, Bonds, Corporate Finance, Proprietary Trading, Finance, Equities, Bloomberg, Derivatives, Fixed Income, Investments, Banking, Securities, Series 7, Investment Management, Electronic Trading, Kapitalmärkte
Education
Bergische Universität Wuppertal 2002 — 2007
Master's Degree, Finance
DVFA (Deutsche Vereinigung für Finanzanalyse und Asset Management) 2009 — 2011
CIIA (Certified International Investment Analyst), Finance
Harvardx University (EDX) 2013 — 2013
Certificate, Justice (moral and political philosophy)
IDEA 3 STUDIO - HOME AUTOMATION - HOME THEATER & CINEMA - AUDIO & VIDEO HI-END 2001 - Present
IDEA 3 STUDIO :: Home Automation, Home Theater, Audio & Video HIGH END January 2000 - Present
Atos 2001 - 2001
AmBev 2001 - 2001
ING 1996 - 2000
WestLB 1994 - 1996
Skills
Strategic Planning, Project Management, Business Strategy, Microsoft Office, Management, New Business Development
Education
Lutron Electronics 2013 — 2013
Crestron Electronics 2012 — 2012
Certified Programmer
Crestron Electronics 2011 — 2011
DMC-E, Digital Media Cetified Engineer
Harvard Business School
Canaccord Genuity Inc. May 2014 - Present
Union Bank July 2012 - April 2014
WestLB June 2010 - June 2012
Siemens July 2009 - August 2009
WestLB June 2008 - August 2008
Skills
Project Finance, Mezzanine, Investment Banking, Financial Modeling, Financial Analysis, Private Equity, Due Diligence, Structured Finance, Structured Products, Financial Structuring, Leveraged Finance, Credit Risk, Loan Origination, Fixed Income, Valuation
Education
Binghamton University - School of Management 2006 — 2010
Bachelor's degree, Finance
Manhasset High School 2002 — 2006
Deutsche Bank April 2014 - Present
Deutsche Bank December 2010 - March 2014
Deutsche Bank September 2009 - November 2010
Commerzbank AG August 2008 - October 2008
WestLB June 2007 - August 2007
Ernst & Young June 2006 - September 2006
PwC February 2006 - April 2006
Skills
Investment Banking, Valuation, Financial Modeling, Credit Risk, Structured Finance, Financial Analysis, Risk Management, Business Analysis, Capital Markets, Corporate Finance, Credit Analysis, Financial Risk, Mergers
Education
City University of Hong Kong 2007 — 2008
Bachelor, Finance and International Management
University of Mannheim 2003 — 2008
Diploma, Finance and Accounting
Accounting/Finance 2009 - 2011
WestLB 2003 - 2006
Fluor 2001 - 2003
ManpowerGroup 1999 - 2001
Mercuri International 1998 - 1999
Skills
Process Improvement, Accounting, Financial Reporting, GAAP, Expense Management
Education
The University of Tennessee at Chattanooga 2009 — 2011
MBA in Finance/Accounting, Business Administration and Management, General
Finance University under the Government of the Russian Federation 2003 — 2007
Bachelor of Science (BS) in Economics, Finance and Financial Management Services
WilmerHale September 2012 - Present
WestLB June 2011 - April 2012
Skills
Derivatives
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2009 — 2012
Doctor of Law (JD)
New York University 2006 — 2009
Bachelor of Arts (B.A.), Economics
AmeriGas April 2014 - Present
AmeriGas August 2012 - April 2014
AmeriGas April 2012 - August 2012
AmeriGas August 2011 - April 2012
AmeriGas September 2010 - July 2011
UGI Energy Services, Inc. June 2009 - September 2010
Broadsword Partners, LLC November 2008 - May 2009
WestLB May 2008 - August 2008
Home Depot August 2005 - July 2007
U.S. Army May 1999 - August 2005
Skills
Leadership, Strategic Planning, Operations Management, M&A experience, Financial Analysis, Financial Modeling, Forecasting, Process Improvement, Team Building, Start-ups, Mergers & Acquisitions, Cross-functional Team..., Acquisition Integration, Strategy, Business Strategy, Competitive Analysis, Income Statement, Team Leadership, Budgets, Analysis, Strategic Financial..., Finance, Pricing, Business Development, Business Planning, Business Process..., Management Consulting, Contract Negotiation, P&L Management, Financial Planning
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA, Finance, Management
United States Military Academy at West Point 1995 — 1999
BS, Economics, Mechanical Engineering
Lux Energy Partners January 2007 - Present
Greenwich Energy Investments January 2005 - December 2006
WestLB 2002 - 2004
Credit Suisse/DLJ 2000 - 2001
Bear Stearns 1996 - 2000
Kidder Peabody/PaineWebber 1991 - 1995
Skills
New Business Development, Structured Finance, Valuation, Investment Banking, Project Finance, Corporate Finance, Sales Management, Strategic Planning, Capital Markets, Management, Mergers & Acquisitions
Education
Harvard Business School
MBA, 1991, Business Administration and Management, General
Yale University
BA, Economics, 1987
Maternity break October 2012 - Present
WestLB July 2005 - September 2012
Berlin Stock Exchange January 2000 - December 2004
Commerzbank AG 1999 - 2000
Skills
Financial Modeling, Capital Markets, Portfolio Management, Structured Finance, Investment Banking, Credit, Fixed Income, Corporate Finance, Derivatives, Banking, Credit Risk, Risk Management, Emerging Markets, Due Diligence, Project Finance
Education
Freie Universität Berlin
Master's degree, Business Administration
Pantoscope Media January 2014 - January 2015
Syscon Justice Systems March 2012 - February 2014
Eastman Kodak Company July 2007 - April 2012
Eightside Software Consulting Inc. September 2006 - December 2006
CP Infotech February 2004 - May 2006
WestLB October 2001 - September 2003
ABN AMRO Bank N.V. April 2000 - September 2001
Skills
Hibernate, Java, JSP, Java Enterprise Edition, Software Design, Spring Framework, SOA, J2EE, Spring, RESTful WebServices, Large Scale Systems, Cloud Applications, JBoss EAP, JBoss Seam, JBoss ESB, EJB, JBPM, Tomcat 7, MyBatis, JSF, JavaScript, jQuery, AngularJS, PHP, Struts, C#, MySQL, Microsoft SQL Server, Oracle SQL, SQL Server, DB2/SQL, PostgreSQL, RichFaces, JAAS, OAuth, Software Development, Web Caching, Computer Security, Unit Testing, Performance Testing, Agile Methodologies, Scrum
Education
The University of British Columbia 2007 — 2008
Master, Software Systems
Dalian University of Technology 1986 — 1989
Master, Mechanics
Peking University 1982 — 1986
Bachelor of Science, Mechanics
CONFIDENTIAL August 2010 - Present
Deutsche Bank March 2008 - July 2010
WestLB June 2007 - March 2008
Credit Suisse August 2004 - May 2007
Bear Stearns March 2003 - July 2004
Education
City University of New York-Brooklyn College 1998 — 2002
BS, Business Management and Finance
MITRE December 2010 - Present
WestLB January 2000 - October 2009
Skills
Public Relations, Marketing Communications, Banking, Strategic Planning, Customer Service, Social Media
Education
Hofstra University
Political Science and Government
Compliance11 February 2011 - June 2011
Ivy Asset Management LLC April 2008 - February 2011
WestLB August 2007 - March 2008
Metavante Risk and Compliance Solutions January 2007 - May 2007
Skills
Hedge Funds, Fixed Income, Investments, AML, Portfolio Management, Asset Managment, Risk Management, Equities, Derivatives
Education
Washington and Lee University School of Law 2000 — 2003
JD
Concordia University, Nebraska 1991 — 1995
BA, Physical Science Studies
Credit Capital Investments, LLC October 2013 - Present
World Bank July 2006 - July 2012
French Finance Ministry, Budget Department October 2005 - July 2006
French Ministry of Transport August 2003 - October 2005
WestLB April 2003 - August 2003
Goldman Sachs International July 2001 - April 2003
Education
The London School of Economics and Political Science (LSE) 2002 — 2003
MSc, Economics
Université Pierre et Marie Curie (Paris VI) 2002 — 2003
MPhil, Probability and Finance
Ecole Nationale des Ponts et Chaussées 2000 — 2003
MSc, Economics, Finance
Ecole polytechnique 1997 — 2000
MSc, Mathematics, Physics, Computer Science
Université Pierre et Marie Curie (Paris VI) 1997 — 1998
BSc, Mathematics
Isobar October 2009 - Present
NYSE Euronext Advanced Trading Solutions April 2008 - October 2009
Tradeware April 2005 - April 2008
Roundarch September 2004 - April 2005
Dr. Rieke & Partners, Inc. October 2003 - July 2004
WestLB November 2000 - September 2003
Pixelpark April 1995 - November 2000
Skills
Equities, Fixed Income, OATS, Vendor Management, Agile Methodologies, Business Analysis, Software Project..., Requirements Analysis, Scrum, Financial Services, Product Management, Requirements Gathering, Trading Systems, Agile Project Management, Exchange Connectivity, Market Data, Electronic Trading, Business Requirements, Low Latency, SDLC, PMO, Leadership, Project Management, Project Delivery, Enterprise Architecture, IT Strategy, Management, E-commerce, Mobile Devices, Cloud Computing, Product Development, Enterprise Software, Integration, Mobile Applications, SaaS
Education
Freie Universität Berlin
Doctor of Philosophy (Ph.D.), American/United States Studies/Civilization
Wells Fargo Bank 2009 - Present
Mizuho Corporate Bank 2006 - 2009
Bank of Tokyo 2004 - 2006
WestLB 1994 - 2004
Skills
Credit Risk Assessment, Project Finance, Emerging Markets Cross..., Capital Markets, Corporate and..., Wealth Preservation..., Sovereign Risk Analysis, Relationship Management, Workout
Education
Cornell University - Johnson Graduate School of Management 2000 — 2002
MBA, Business Administration
Stribling & Associates October 2013 - Present
CIT 2007 - April 2014
WestLB 2005 - 2007
Skills
Capital Markets, Financial Modeling, Finance, Portfolio Management, Wealth Management, Structured Finance, Loans, Leveraged Finance, Loan Origination, Credit, Syndications, Investment Banking, Real Estate, Corporate Finance, Valuation
Education
Fordham University 2003 — 2005
MA, Political Economy, International Business
Wesleyan University 1997 — 2001
BA, Economics, German Studies
PSHS
WestLB Director - Credit Risk ManagementWestLB AG New York1989 - Present
Education
Hofstra University 1984 — 1988
Gleacher and company securities July 2010 - Present
ubs May 2006 - June 2010
Hypovereinsbank April 2002 - May 2004
WestLB 2002 - 2004
CIBC 1996 - 1999
Bear Stearns May 1992 - April 1997
Bear Stearns 1992 - 1997
Skills
Trading, Financial Risk, Portfolio Management, Private Equity, Equities, Hedge Funds, Derivatives, Capital Markets, Loans, Bonds, Asset Management, Alternative Investments, CMBS, Mutual Funds, Funding, Credit Derivatives
Education
Iona College 1981 — 1985
Sumitomo Mitsui Banking Corporation May 2010 - Present
WestLB December 2008 - January 2011
Financial Guaranty Insurance Company April 2007 - December 2008
Fitch Ratings 2004 - 2007
Dominion Bond Rating Service 2003 - 2004
Credit Suisse First Boston 1997 - 2002
Bell Canada International 1995 - 1997
Skills
Credit Analysis, Project Finance, Credit, Deal Execution, Portfolio Management, Structured Products, Financial Modeling, Investments, Capital Markets, Structured Finance, Due Diligence, Financial Analysis, Investment Banking, Loans, Mergers & Acquisitions, Corporate Finance
Education
CFA Institute 2006 — 2006
CFA, Chartered Financial Analyst
Cornell University - Johnson Graduate School of Management 1993 — 1995
MBA, Finance
York University - Osgoode Hall Law School 1987 — 1990
LL.B,, Law
Purrington Moody Weil LLP May 2013 - Present
Bank of America September 2007 - May 2013
U.S. District Court, S.D.N.Y. August 2006 - December 2006
WestLB June 2006 - August 2006
International Creative Management (ICM) June 2005 - September 2005
The University of Montana Productions March 1998 - June 2001
Skills
Securities, Hedge Funds, ISDA, Corporate Law, Investment Banking, Capital Markets, Negotiation, Derivatives, Legal Writing, Due Diligence, Dodd-Frank, Corporate Governance, Securities Regulation, Private Equity, Fixed Income, Equities
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2004 — 2007
Juris Doctor, Law
The University of Montana 1996 — 2000
Bachelor of Science, Business Administration - Management
Bank of Tokyo-Mitsubishi UFJ September 2006 - Present
WestLB February 2005 - May 2006
Potok, Campbell & Company February 2004 - February 2005
Sidoti & Company, LLC January 2002 - January 2004
Deutsche Bank July 1995 - August 2001
NatWest Markets May 1990 - June 1995
Midlantic National Bank July 1989 - May 1990
Skills
Financial Analysis, Banking, Investment Banking, Risk Management, Business Analysis, Portfolio Management, Corporate Finance
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
Cornell University 1985 — 1989
Bachelor's Degree, Economics & International Relations
DBRS 2005 - Present
CreditSights 2008 - 2010
DBRS 2005 - 2008
Merrill Lynch 2003 - 2005
WestLB 2000 - 2002
MetLife 1992 - 2000
Skills
Investments, Credit Analysis, Leveraged Finance, High Yield, Structured Finance, Fixed Income, Capital Markets, ABS, Securitization, Strucutured Credit/CLOs, Bloomberg, Private Placements, Hedge Funds, Loans, Portfolio Management, Equities, Valuation, Derivatives, Asset Management
Education
Georgetown University - The McDonough School of Business
BSBA, Accounting
New York University - Leonard N. Stern School of Business
MBA, Finance
New York University - Leonard N. Stern School of Business
M.B.A. Finance
Moody's Corporation October 2014 - Present
Hewlett Packard January 2005 - October 2014
WestLB Systems 2000 - January 2005
WestLB December 2000 - December 2004
Japan Society June 1995 - December 2000
Skills
Project Finance, Financial Modeling, Troubleshooting, Databases, Investment Banking, Derivatives, Capital Markets, Customer Service, Back Office, Risk Management, Fixed Income, Disaster Recovery, Vendor Management, Business Analysis, Project Management, ITIL, Microsoft Office, Hardware, IT Service Management, Business Continuity, Corporate Finance, Trading Systems, Data Center, Emerging Markets, Infrastructure, Banking, Service Delivery
Education
City University of New York-Hunter College 1900 — 2012
City University of New York-Hunter College
Computer and Information Sciences and Support Services
Ashfield, part of UDG Healthcare plc August 2015 - Present
KnowledgePoint 360 Group, LLC March 2010 - Present
LexisNexis January 2008 - April 2010
Susquehanna International Group November 2004 - August 2007
WestLB 1998 - 2004
Bank Julius Baer 1989 - 1998
Skills
Microsoft SQL Server, VB.NET, SQL, VBScript, Visio, Business Strategy, IT Strategy, IT Management, Business Development, Visual Basic, Access, Agile Methodologies, VBA, Software Development, Process Improvement, Web Applications, Business Analysis, Vendor Management, .NET, Business Process, Integration, Databases, Scrum, Project Portfolio..., Requirements Gathering, SDLC, Software Project..., SharePoint, Agile Project Management, Business Process..., Management, Enterprise Architecture, SOA, Requirements Analysis, Business Intelligence, ITIL, Analysis, Data Warehousing, Web Services, Oracle, Solution Architecture, Enterprise Software, Database Design, Program Management, PMO, Disaster Recovery, Cloud Computing, Information Technology, PMP, SaaS
Education
City University of New York-College of Staten Island 1983 — 1989
BS, Computer Science
NYC Dept of Education January 2004 - Present
ICP September 1995 - January 2004
WestLB February 1996 - March 2000
National Westminster Bank September 1992 - September 1995
Ernst and Young 1992 - 1994
Education
Long Island University, C.W. Post Campus 1988 — 1992
Bachelor of Science, Accounting
BTG Pactual May 2012 - Present
WestLB March 2011 - September 2012
WestLB AG, New York Branch March 2009 - March 2011
WestLB AG, New York Branch February 2006 - March 2009
WestLB AG, New York Branch June 2005 - August 2005
Meridian Capital Ltd. May 2004 - June 2004
Skills
Energy, Project Finance, Financial Modeling, Portfolio Management, Due Diligence, Loans, Latin America, Renewable Energy
Education
Lander University 2001 — 2005
Bachelor of Science and Bachelor of Arts, Double major in Finance and Spanish Language
Universidad de Salamanca
BNP Paribas June 2010 - Present
BNP Paribas Fortis August 2006 - June 2010
WestLB 2000 - 2003
BNY Mellon 1995 - 2000
Skills
Derivatives, Equity Derivatives, Structured Products, Equities, ISDA, Prime Brokerage, Capital Markets, Investment Banking, Options, Securities, Banking, Financial Markets
Education
Albany Law School of Union University 2003 — 2006
JD, Business Law
Brandeis University
Bachelor's degree, Economics
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
BCBSNC February 2014 - Present
Portigon Financial Services (formerly WestLB AG) July 2007 - January 2014
WestLB March 2005 - July 2007
WestLB May 2006 - December 2006
WestLB April 2001 - March 2005
Henning - Wagner September 1999 - July 2000
Skills
Microsoft Office, Lotus Notes, LDRPS + Notifind, MS Project, MS Visio, Business Continuity, Security, Crisis Management, User Management, Risk Assessment, Supervisory Skills, Disaster Recovery, Information Security..., Emergency Management, Incident Management, CBCP, Disaster Preparedness, Contingency Planning, Change Management, Preparedness, Disaster Response, PowerPoint, Physical Security, Visio, Security+, Network Security, Operational Risk, IT Audit, ITIL Certified, German, Active Directory, ITIL, Risk Management, Software Documentation, Vendor Management, Data Center, Project Management, IT Infrastructure..., BS25999, FFIEC, Information Technology, Emergency Procedures, Operational Risk..., Program Management, SDLC, Governance, Infrastructure, ISO 27001, IT Management, COBIT
Education
Baruch College, City University of New York (CUNY) 2005 — 2010
Bachelors, Computer Science and the Financial Market
Borough of Manhattan Community College 2003 — 2005
Asociates in Arts, Business Administration
Disaster Recovery Institute International
Mizuho Bank January 2014 - Present
WestLB November 2007 - January 2014
Tactica International, Inc. April 2004 - November 2007
Skills
C#, ASP.NET, ASP.NET MVC, jQuery, JSON, JavaScript, CSS, ASP.NET AJAX, Web Services API, WinForms, Telerik Controls, Kendo, PHP, phpMyAdmin, SQL, MySQL, WCF, WPF, Java, T-SQL, DTS, SSIS, Regular Expressions, ColdFusion, IIS, Crystal Reports, AJAX, XML, SOAP, C++, MFC, Visual Basic, HTML, DHTML, Website Development, Web Development, Software Development, Microsoft SQL Server, Visual Studio, Perforce, TFS, Microsoft Office
Education
Kingsborough Community College 1999 — 2001
James Madison High School 1998 — 1999
Rockefeller Philanthropy Advisors July 2013 - Present
Ford Foundation December 2012 - June 2013
Brookfield Investment Management June 2009 - September 2012
GE Capital March 2008 - June 2009
WestLB September 2007 - January 2008
Gala Resources December 2005 - April 2007
NYU School of Medicine 2001 - 2003
Coumbia University 1992 - 1993
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Accounting, Financial Modeling, Finance, Financial Accounting, Risk Management, Due Diligence, Managerial Finance, Microsoft Excel, Budgets
Education
Pace University 2007 — 2008
Adelphi University 1995 — 2005
MBA, Accounting
University of Maryland College Park 1986 — 1990
BA, Gov't and Politics
Long Beach High School 1982 — 1986
General Diploma
Santander Bank, N.A. March 2015 - Present
Portigon AG (fka WestLB AG) May 2010 - February 2015
WestLB June 2006 - May 2010
Deutsche Bank February 2003 - June 2006
Skills
Portfolio Management, Investment Banking, Capital Markets, Loans, Structured Finance, Fixed Income, Derivatives, Bonds, Equities, Financial Structuring, Leveraged Finance, Credit Analysis, Distressed Debt, Credit Risk, Investments
Education
City University of New York-Baruch College
Master of Business Administration (MBA), Finance
Sun Yat-Sen University
Bachelor of Arts (B.A.)
University of Mississippi
Master of Arts (M.A.), Economics
HSBC Bank USA, N.A. September 2014 - Present
Superior Group May 2013 - July 2014
Superior Group January 2012 - January 2013
Comforce May 2009 - December 2010
HSBC Securities 1999 - 2008
Positive Inc. 1997 - 1999
Compass Group LLC 1996 - 1997
West Merchant Bank 1995 - 1996
West Merchant Bank 1991 - 1995
WestLB 1988 - 1990
Skills
Fixed Income, Loan Origination, Capital Markets, Banking, Loans, Trade Finance, Risk Management, Due Diligence, Portfolio Management, Private Placements, Credit, Credit Risk, KYC, AML
Education
New York University - Leonard N. Stern School of Business 1972 — 1975
MBA, Finance and International Business
Hamilton College 1968 — 1972
BA, Economics
J.P. Morgan Financial Institutions Group - Corporate Client Banking May 2015 - Present
Wells Fargo Capital Finance's Lender Finance Division April 2010 - May 2015
WestLB November 2000 - March 2009
Skills
Asset Based Lending, Structuring, Origination, Small Business Lending, Securitization, Structured Finance, Factoring, Credit, Financial Structuring, Loan Origination, Capital Markets, Loans, Structured Products, Portfolio Management, Syndications, Bonds, Credit Analysis, Credit Risk, Investment Banking, ABS, Funding, Commercial Lending, Banking
Education
Hofstra University 1990 — 1993
MBA, Banking & Finance
State University of New York College at Oswego 1984 — 1988
Friends Academy
Merrill Lynch March 2004 - May 2007
WestLB November 2002 - January 2004
Bank Brussels Lambert January 2001 - October 2001
Skills
Portfolio Management, Investments, Capital Markets, Emerging Markets, Corporate Finance, Investment Banking, Equities
Education
Fordham Gabelli School of Business 1996 — 1998
New York University
SCPS Certificate, Global Affairs
Deutsche Bank July 2014 - Present
Standard Bank December 2011 - July 2014
BNP Paribas August 2011 - November 2011
WestLB July 2010 - August 2011
BBVA September 2009 - July 2010
WestLB June 2009 - August 2009
Grammer & Co. December 2008 - January 2009
Natixis June 2008 - August 2008
Skills
Mining Finance, Project Finance, Mathematics, Mathematical Modeling, Financial Analysis, Financial Modeling, Commodity Markets, Analysis, Capital Markets, Commodity, Emerging Markets, Financial Structuring, Investment Banking, Mining, Portfolio Management, Renewable Energy, Structured Finance, Corporate Finance, Finance
Education
Lafayette College 2005 — 2009
BA, Mathematics & Economics
WestLB December 2006 - Present
Calyon November 1987 - November 2006
Education
Clemson University 1982 — 1987
BS, Finance
Scott Jeffries Associates September 2007 - Present
WestLB 2004 - 2007
Goldman Sachs 2001 - 2004
Skills
Capital Markets, Internal Controls, Accounting, Finance, Investment Banking, US GAAP, Recruiting, Financial Modeling, Strategic Financial..., Account Reconciliation, Banking, Equities, Financial Reporting, Forecasting, Financial Analysis, Budgets, Derivatives, Investments, Sarbanes-Oxley Act, SEC filings, Hedge Funds, Credit, Auditing, General Ledger, Financial Services, Employee Benefits, Corporate Finance, Valuation, Financial Accounting, Asset Management, Portfolio Management, Fixed Income
Education
Binghamton University 1997 — 2001
Management- Finance and Marketing
The Carlye Group July 2006 - Present
WestLB 1996 - 2006
Westdeutsche Landesbank Girozentrale 1996 - 2006
Education
Lehigh University 1984 — 1988
Hewlett Packard January 2005 - Present
WestLB Systems June 2000 - January 2005
WestLB 2000 - 2005
PARIBAS 1996 - 1998
MasterCard 1995 - 1996
Education
Binghamton University - School of Management 1985 — 1989
Portigon Financial Services (Formally WestLB AG) January 2008 - Present
WestLB September 2005 - December 2007
Morgan Stanley 2000 - 2005
Skills
Investment Banking, Capital Markets, Project Finance, Fixed Income, Structured Finance, Banking, Derivatives, Risk Management, Emerging Markets, Credit Risk, Corporate Finance, Portfolio Management, Vendor Management, Financial Modeling, Financial Risk, Back Office, FX Options, Project Management, Business Analysis, Credit
Education
City University of New York-Hunter College 1993 — 1996
Bachelor, English Language Arts
Bank of Tokyo-Mitsubishi UFJ November 2006 - Present
WestLB April 2005 - January 2006
Delphos International September 2002 - March 2005
Skills
Portfolio Management, Banking, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Project Finance, Debt..., Mindfulness in Banking
Education
Thunderbird School of Global Management 2001 — 2002
Master of Business Administration (MBA), GPA 3.72
Dickinson College 1993 — 1997
Bachelor of Arts (BA), Pre-Medicine/Pre-Medical Studies, East Asian Studies and Religion, GPA 3.53
UBS Wealth Management November 2008 - Present
Lehman Brothers September 2006 - October 2008
WestLB July 2004 - September 2006
Bayerische Landesbank March 1998 - April 2004
Bankers Trust New York and London June 1992 - October 1995
Education
Florida Agricultural and Mechanical University 1988 — 1992
Federal Reserve Bank of New York December 2009 - Present
Deutsche Bank AG May 2006 - May 2009
Societe Generale March 2005 - May 2006
WestLB October 2000 - March 2005
Prudential Securities Inc. August 1998 - October 2000
Israel Discount Bank October 1996 - August 1998
Skills
Credit Risk, Derivatives, Capital Markets, Finance, Credit Analysis, Hedge Funds, Banking, Financial Risk, Structured Finance, Credit, Equities, Investment Banking, Portfolio Management, Investments, Asset Management
Education
Baruch College, City University of New York (CUNY) 1994 — 2001
MBA, Accounting
New York University - Leonard N. Stern School of Business 1986 — 1991
Bachelor's degree, Finance, General
Standard & Poor's March 2006 - Present
WestLB 2003 - 2006
Skills
Capital Markets
Education
Binghamton University
B.S.
Fordham Gabelli School of Business
Master of Business Administration (M.B.A.), Finance
GE Capital Fleet Financial Services Purchased by Element in September 2015 April 2009 - Present
GE Capital Fleet Financial Services August 2008 - April 2009
GE Capital Global Sponsor November 2007 - August 2008
GE Capital Water & Technology January 2005 - November 2007
GE Capital Markets Group June 1996 - January 2005
WestLB 1994 - 1996
CIT 1990 - 1995
Skills
Finance, Structured Finance, Capital Markets, Management, Leadership, Project Finance, Financial Services, Strategic Planning, Syndications, Structured Products, Securitization, Corporate Finance
Education
The University of Chicago Booth School of Business 1978 — 1980
MBA, Finance
Georgetown University 1974 — 1978
BA, Economics
PwC October 2014 - Present
KS Connection Ltd. October 2013 - May 2014
PwC January 2012 - October 2013
PwC April 2006 - October 2013
WestLB October 2005 - January 2006
VR Corporate Finance GmbH February 2005 - April 2005
AVrora Travel GmbH July 2002 - June 2003
Skills
Entrepreneurship, Due Diligence, Start-ups, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Valuation, Private Equity, Finance, M&A experience, Financial Analysis, Restructuring, Project Management, Financial Advisory, Business Planning, Venture Capital, Team Leadership, Financial Structuring, IPO, International Tax, Corporate Law, HTML, Visual Basic, Negotiation
Education
IMD Business School
Executive Education, Negotiating for Value Creation
Harvard Business School
Executive Education, Launching New Ventures
University of Oxford - Said Business School
Executive Education, Oxford Private Equity Programme
Europa-Universität Viadrina Frankfurt (Oder) 2000 — 2005
Diplom-Kaufmann, Business informatics, E-Commerce, Finance
Macy's Herald Square (New York, NY) 2014 - Present
Steinhardt Foundation 2010 - 2013
Federation of Jewish Men's Clubs 2002 - 2010
WestLB 2000 - 2001
Credit Agricole Indosuez March 1997 - September 2000
Tokai Bank January 1996 - October 1996
Federal Reserve Bank of New York 1988 - 1996
Education
Columbia University - School of International and Public Affairs
MPA, Finance and Financial Management Services
Barnard College, Columbia University
B.A., Russian Literature
Hunter College High School
Hometheatermation January 2008 - Present
UBS January 2008 - February 2011
WestLB December 2001 - December 2007
Skills
A/V Design/Architecutre, RTI Certified Progammer, Rack Layout/Integration, UI/Control Program..., Project Management, System Design, AutoCAD, Costing/Pre-Sales Bill..., Requirements..., Crestron, AV, Integration, Home Automation, Sound, Home Theater, Lighting Control, Software Installation, Video Conferencing, Troubleshooting, Sales
Education
DeVry University 1999 — 2002
XP INVESTIMENTOS May 2015 - September 2015
XP SECURITIES December 2013 - May 2015
Souza Barros Securities July 2013 - December 2013
Cantor Fitzgerald March 2012 - June 2013
InterBolsa Securities November 2010 - December 2011
Bulltick Capital Markets May 2005 - November 2010
Banco Itau May 2004 - April 2005
Banco Itau December 1997 - April 2004
WestLB January 1996 - December 1996
Skills
Trading, Asset Management, Securities, Financial Markets, Derivatives, Equity Trading, Asset Managment, Equities, Fixed Income, Emerging Markets, Bloomberg, Corporate Finance, Capital Markets, Portfolio Management
Education
Fundação Getulio Vargas 1999 — 2001
Masters, Finance
Universidade de São Paulo 1992 — 1997
Bachelor's degree, Civil Engineering
The Joint Chiropractic January 2015 - Present
Church Tavern Advisors, LLC May 2002 - Present
WestLB 1996 - 2002
Brown Brothers Harriman 1994 - 1996
Skills
Bloomberg, Subprime, Alt-A, Securities, CDO, Credit, Bonds, Structured Finance, Fixed Income, Asset Management, Securitization, Intex, CLO, Surveillance
Education
Babson College 1991 — 1994
BS, Finance, Economics
Williston Northampton School 1988 — 1990
Westpac Institutional Bank March 2011 - Present
HSH Nordbank July 2009 - March 2011
WestLB February 1990 - April 2009
WestLB 1990 - April 2009
WestLB 1990 - March 2009
Cadwalder, Wickersham & Taft October 1987 - February 1990
Education
Temple University - James E. Beasley School of Law 1982 — 1985
J.D., Law
Barnard College 1978 — 1982
B.A., Political Economics
Cambridge Mercantil Group January 2015 - Present
Stifel, Nicolaus and Company Inc. April 2012 - June 2014
WestLB 1997 - 2005
Mrogan Stanley 1986 - 1997
Skills
FX Options, Securities, Summit, Fixed Income, Money Market, Derivatives, Back Office, Middle Office, Capital Markets, Investment Banking, Asset Management, Financial Markets, Bloomberg, Hedge Funds, Options, Portfolio Management, Credit Derivatives, Electronic Trading, Trading Systems, Foreign Exchange, Equities, Trading, Banking
Education
LaGuardia Community College
Associate's Degree, Business Management
New York University
Certificate Program, Foreign Exchange
Bank of New York Mellon 2006 - Present
Deutsche Bank 2005 - 2006
WestLB 1985 - 2005
Skills
Corporate Finance, Back Office, Money Market, MBS, Collateral Management, Financial Services, ABS, Credit Derivatives, Portfolio Management, Securities, Settlement, Options, Investment Banking, Cash, Team Management, Alternative Investments, Derivatives, Securitization, Databases, Capital Markets, SWIFT payments, CDO, Financial Risk, Corporate Actions, Structured Products, Mutual Funds, Middle Office, Fund Administration, Market Data, CRM, Account Reconciliation, Accounting, Financial Analysis, Management, Product Control, Structured Finance, Financial Markets, Trading, Credit, Emerging Markets, General Ledger, Swaps, Global Custody, Bonds, Credit Risk, Banking, Equities, Fixed Income, Valuation, Syndications
Education
Kingsborough Community College 1979 — 1981
A.A.S., Accouting
Legal & General Investment Management America August 2015 - Present
University of Virginia Darden School of Business August 2013 - May 2015
Credit Suisse June 2014 - August 2014
Bank of America Merrill Lynch 2010 - 2013
J.P. Morgan May 2009 - August 2009
WestLB June 2008 - August 2009
PricewaterhouseCoopers LLP June 2008 - July 2008
The James Hotel May 2007 - August 2007
Skills
Capital Markets, Investment Banking, Due Diligence, Analysis, Investments
Education
University of Virginia Darden School of Business 2013 — 2015
Master of Business Administration (MBA)
Lehigh University - College of Business and Economics 2006 — 2010
Bachelor of Science (BS), Finance
KPMG April 2008 - Present
WestLB February 2000 - April 2008
Education
Baruch College, City University of New York (CUNY) 1993 — 2003
MS TAX, ACCOUNTING
Perella Weinberg Partners May 2011 - Present
InnoVentures Inc June 2002 - May 2011
Cadogan Management LLC 2009 - 2011
WestLB 2006 - 2009
Skills
Data Warehousing, Software Development, Fixed Income, SQL, C#, Hedge Funds, Equities, SDLC, Microsoft SQL Server, Derivatives, Software Project..., Bloomberg
Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree, Mathematics and Computer Science
Stony Brook University Graduate School
Master's degree, Computer Science
Hewlett-Packard January 2005 - Present
WestLB July 2000 - December 2004
Paine Webber March 1997 - July 2000
Skills
Account Management, Outsourcing, IT Outsourcing, Vendor Management, Risk Management, Business Analysis, Data Center, Cloud Computing, Management, IT Service Management, IT Management, Solution Selling, CRM, ITIL, IT Strategy, Service Management, Integration, Enterprise Software, SaaS, Business Process..., Project Portfolio..., Business Intelligence, Business Process, Disaster Recovery, Change Management
Education
Baruch College 1989 — 1992
MBA, International Marketing
Manhattan College 1985 — 1989
BA, Philosophy / Psychology
LSR Business Advisors, LLC May 2005 - Present
WestLB June 2001 - May 2014
JP Morgan 1988 - 2001
Skills
Structured Finance, Finance, Loans, Equities, Commercial Banking, Investment Banking, Financial Structuring, Project Finance, Private Equity, Credit Risk, Operational Risk, Banking, Management, Risk Management, Loan Origination, Corporate Finance, Fixed Income, Team Management, Derivatives, Capital Markets, Legal Documents
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance & Banking, 3.9
Fordham University
Bachelor of Science (BS), Accounting, 3.6
Macquarie Capital 2008 - Present
Franchise Services of North America, Inc. 2012 - Present
Hereditary Disease Foundation 2008 - Present
Axon Financial 2005 - 2008
WestLB 2004 - 2005
Sidley Austin LLP 2001 - 2004
Clifford Chance LLP 1998 - 2001
Herbert Smith Freehills 1997 - 1998
National Lacrosse League 1989 - 1992
Skills
Capital Markets, Due Diligence, Private Equity, Valuation, Investments, Financial Analysis, Financial Structuring, Structured Finance, Asset Management, Finance
Education
London Business School
Master of Business Administration (MBA)
The John Marshall Law School
Doctor of Law (J.D.)
Hobart and William Smith Colleges
Bachelor of Arts (B.A.)
Commerzbank AG January 2005 - December 2011
JPMorgan Chase October 2002 - January 2005
WestLB November 1999 - June 2002
Arthur Andersen LLP May 1997 - November 1999
Education
Fordham University - Graduate School of Business Administration 1994 — 1998
Accounting and Finance, Business
The Precision Companies January 2012 - Present
The Triton Investment Group January 2003 - 2011
WestLB January 2002 - December 2002
Enron July 1996 - December 2001
JP Morgan Chase June 1990 - June 1995
Skills
Mergers & Acquisitions, Energy, Due Diligence, Private Equity, Strategy, Natural Gas, Finance, Business Development, Investments, Joint Ventures, Contract Negotiation, Divestitures, Corporate Development, Mergers, Project Finance, Petroleum, Financial Modeling, Risk Management, Commodity, Corporate Finance, Financial Analysis, New Business Development, Strategic Planning, Acquisitions, Business Strategy, Start-ups, Restructuring, Venture Capital, Pipelines, Valuation, Operations Management, International Business, Commodity Markets, Structured Finance, Negotiation, Investment Banking, Investor Relations, Financial Structuring, LNG, Contract Management, Hedging
Education
INSEAD 1995 — 1996
MBA, Finance
Southern Methodist University 1986 — 1990
Bachelor of Science, Finance and Management Information Sciences
Ernst & Young March 2010 - May 2010
WestLB August 2008 - August 2008
Thomson Reuters July 2007 - August 2007
Tibet Health & Emergency Services June 2006 - July 2006
Management Center January 2006 - February 2006
Skills
HTML, Photoshop, Advertising, Social Media Marketing, Photography, English, Market Research, Marketing Communications, Microsoft Excel, Social Media
Education
2012 — 2012
Online Certificate, Technology, Creativity and Intellectual Property
University of California, Los Angeles 2011 — 2012
Certificate, Marketing/Marketing Management
Bilkent University 2003 — 2010
B.A., Economics
KPMG February 2015 - Present
TD Ameritrade August 2009 - January 2015
Cantor Fitzgerald August 2008 - February 2009
Dresdner Bank AG February 2005 - January 2008
Dresdner Bank AG February 2005 - August 2006
WestLB 2003 - 2005
Datek Online 2000 - 2003
NatWest Markets 1996 - 1999
Skills
Capital Markets, Fixed Income, Compliance, Risk Management, Fixed Income Trading, Portfolio Management, Asset Management, Financial Risk, AML, Securities, Operational Risk, Management, Series 7, Investments, Accounting, KYC, Financial Services, Mutual Funds, Options, Derivatives, Equities, Hedge Funds, Alternative Investments, Series 63, Trading, Credit Risk, Trading Systems, Anti Money Laundering
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
PlayStation June 2015 - Present
Duke University Fuqua School of Business July 2014 - Present
ING Bank September 2013 - May 2014
Macquarie Group August 2011 - August 2013
WestLB September 2007 - April 2010
ING Bank June 2006 - August 2007
Skills
Interest Rate..., FX Options, Derivatives, Financial Markets, Fixed Income, Commodity, Hedging, Structured Products, Capital Markets, FX Derivatives, Treasury, Emerging Markets, Financial Structuring, Investments, Corporate Finance, Investment Banking, Financial Analysis, Financial Modeling
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Fundação Getulio Vargas 2002 — 2007
Bachelor's degree, Business Management
Swedbank April 2010 - Present
LBBW September 2008 - March 2010
WestLB May 2008 - August 2008
Depfa Bank September 2007 - May 2008
Nordea Bank of Finland January 2000 - April 2008
Skills
New York Notary Public, Middle Office, Back Office, SWIFT payments, OFAC, AML, SDLC, SQL QUERIES, VBA Light Programming, Fixed Income, Cash Management, Treasury Management, Securities, Foreign Exchange, Account Reconciliation, Treasury, Query Analyzer, Operational Risk, Payments, Banking, Capital Markets
Education
City University of New York-Baruch College 2000 — 2007
Bachelors of Science, Information Systems
Bankers Edge 2000 — 2000
Anti Money Laundering (AML), KYC, OFAC Classes
Chapman University 2000 — 2000
Online Certificate, Cash Management/ Treasury CTP, n/a
Pan American Financial Resources 2007 - Present
WestLB 1997 - 2006
J.P. Morgan 1985 - 1997
Skills
Investments, Mergers & Acquisitions, Strategy, Private Equity, Hedge Funds, Asset Management, Business Development, Corporate Finance, Mergers, Portfolio Management, Due Diligence, Investment Banking, Capital Markets, Equities
Education
Wharton School, University of Pennsylvania 1983 — 1985
Masters of Business Administration, Finance
Harvard College 1977 — 1981
AB, Economics
Liberty High School
Reval September 2012 - Present
Reval May 2008 - September 2012
Carlyle Captial Corp 2006 - 2008
WestLB 1996 - 2006
Westdeutsche Landesbank (WestLB) 1996 - 2006
West LB Bank 1996 - 2006
Deutsche Bank 1993 - 1996
Skills
Alternative Investments, Derivatives, Equities, Capital Markets, Fixed Income, FX Options, Hedge Funds, Change Management, CRM, Client Services, Credit Derivatives, Investment Banking, Options, Project Management, Trading, Trading Systems
Education
Lehigh University 1984 — 1988
BS, Finance
Credit Suisse August 2010 - January 2011
WestLB January 2010 - May 2010
FINRA June 2009 - August 2009
Kings County District Attorneys Office May 2008 - August 2008
Education
New York Law School 2007 — 2010
Binghamton University 2003 — 2007
BA, Pre-Law
Melody Capital Partners, LP August 2014 - Present
GlobeOp Financial Services March 2012 - August 2014
Morgan Stanley June 2010 - January 2012
Plainfield Asset Management June 2008 - June 2010
JWM Partners August 2006 - June 2008
WestLB 2004 - 2006
Morgan Stanley 2000 - 2004
Arthur Andersen LLP 1998 - 1999
Skills
Fund Administration, Financial Markets, Mutual Funds, Swaps, Account Reconciliation, Back Office, Credit Derivatives, FX Options, Cash Management, Structured Products, Treasury, Prime Brokerage, Investment Management, Middle Office, Mergers, Management, Hedge Funds, Fund Accounting, Financial Analysis, Finance, Capital Markets, Asset Management
Education
Fordham University 1994 — 1997
BS, Accounting
MBIA May 1999 - Present
WestLB March 1998 - May 1999
Capital Markets Assurance Corporation July 1996 - March 1998
Sanford C. Bernstein July 1991 - June 1994
Skills
Fixed Income, ABS, Structured Finance, Securitization, Credit Risk, Capital Markets, Credit, Structured Products, Credit Analysis, Risk Management, Due Diligence, Restructuring, Portfolio Management
Education
Cornell University - Johnson Graduate School of Management 1994 — 1996
MBA, Finance
University at Albany, SUNY 1987 — 1991
BS, Finance
WestLB March 2001 - May 2003
GE Capital June 1999 - May 2000
Federal Reserve Bank of New York August 1996 - July 1998
Education
Columbia University - School of International and Public Affairs 1999 — 2001
MIA, International Finance and Business
Vassar College 1991 — 1995
BA, Economics
EDF Trading North America June 2013 - Present
EDF Trading April 2010 - Present
WestLB November 2007 - April 2010
Skills
Product Control, Fixed Income, Finance, Internal Controls, Trading
Education
University of Warwick 2003 — 2006
2.1, English and Latin Literature
Winchester College 1998 — 2003
Maths, Economics, English Literature, Latin.
UBS Wealth Management July 2010 - Present
WestLB June 2009 - August 2009
WestLB June 2008 - August 2008
Education
Colgate University
B.A., Political Science and Middle Eastern Studies
Peconic Futures 2010 - Present
WestLB 2002 - 2010
Bernstein Investment Research and Management 1997 - 2002
UBS Securities Co., Ltd 1992 - 1997
Paine Webber 1989 - 1992
Paine Webber 1986 - 1989
Education
Columbia University in the City of New York
MA, Mathematical Statistics
Hamilton College
BA, Mathematics, Physics
Massachusetts Institute of Technology
PhD, Operations Research
Wellington Management April 2013 - Present
Merrill Lynch August 2011 - April 2013
Morgan Stanley March 2010 - May 2011
Church Tavern Advisors, LLC June 2002 - March 2010
WestLB June 1997 - June 2002
Morgan Stanley March 1993 - June 1997
Skills
Structured Finance, Portfolio Management
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Finance
Middlebury College 1984 — 1988
Bachelor of Arts, Physics
KKR August 2015 - Present
Lombard Odier Asset Management March 2010 - Present
Arden Asset Management September 2006 - February 2010
Deutsche Bank August 2005 - June 2006
WestLB September 2003 - June 2004
Skills
Hedge Funds, Fixed Income, Equities, Portfolio Management, Emerging Markets, Equity Research, Financial Risk, Fund Of Funds, Risk Management, Derivatives, Bloomberg, Asset Managment, Quantitative Finance
Education
Sciences Po Paris 2005 — 2006
Master's, International Economics
Cornell University 2004 — 2005
Master's, Financial Engineering
Ecole nationale des Ponts et Chaussées 2001 — 2005
Master's, Applied Maths and Computer Science
bootcamp
Attilio Meucci's Advanced Risk and Portfolio Management Bootcamp
Credit Suisse August 2012 - Present
Credit Suisse August 2001 - August 2012
WestLB July 1999 - August 2001
Lehman & Eilen LLP February 1997 - July 1999
NASDAQ January 1995 - June 1996
Education
Brooklyn Law School 1993 — 1996
Juris Doctor
Baruch College, City University of New York (CUNY) 1988 — 1992
Bachelor of Business Administration (BBA), Accounting
Bank of America September 2009 - Present
WestLB 2007 - 2009
Bloomberg 2000 - 2007
Skills
Trading Systems, Derivatives, Fixed Income, Equities, Electronic Trading, Investment Banking, Capital Markets, Bloomberg, Market Data, Interest Rate..., Trading, Portfolio Management, Credit Derivatives, FX Options, Hedge Funds
Education
Florida State University 1998 — 2000
MS
Tsinghua University 1986 — 1991
BS
Sewanhaka Central School District 2010 - 2010
WestLB 1999 - 2008
NatWest 1994 - 1999
Nations Bank 1993 - 1994
Bancomer S.A. 1988 - 1994
Manufacturere Hanover Trust Co. 1984 - 1988
Skills
Credit, FX Options, Trade Finance, Banking, Financial Institutions
Education
Queens College 2008 — 2010
NYS Teacher Certification - Spanish, Education
Fairleigh Dickinson University 1981 — 1983
MBA, Finance
Inter-American Development Bank December 2011 - Present
WestLB 2002 - 2007
Overseas Private Investment Corporation 1992 - 1997
Skills
Structured Finance, Financial Structuring, Syndications, Emerging Markets, Financial Modeling, Project Finance, Derivatives, Trade Finance, Capital Markets, Loan Origination, Securitization, Corporate Finance, Investment Banking
Education
Dartmouth College
Goldman Sachs July 2006 - Present
WestLB July 1997 - June 2006
Ernst & Young October 1991 - July 1997
Skills
CPA, Product Control, Performance Measurement, P&I, Fixed Income, Derivatives
Education
Binghamton University 1987 — 1991
bs, Accounting and Finance
Deutsche Bank July 2007 - Present
CIBC June 2001 - June 2007
PwC September 1999 - June 2001
WestLB 1996 - 1999
Skills
Human Resources, Talent Management, Succession Planning, Culture Change, Deferred Compensation, Recruiting, Sourcing, Restructuring, Organizational Design, Change Management, Offshoring, Onboarding, Employee Engagement, Performance Management, Employee Relations, Talent Acquisition
Education
Cornell University
Bachelor of Science (B.S.), Economics
New York University, Stern School of Business
Master of Business Administration (MBA), Finance
JPMorgan Chase July 2013 - Present
WestLB March 2010 - June 2013
RBC Capital Markets June 2006 - March 2010
TD Ameritrade Formally TD Waterhouse June 2000 - June 2006
Skills
AML, OFAC, KYC, Operational Risk, Financial Risk, Capital Markets, Securities, Banking, Risk Management, FINRA, Due Diligence, Fraud, Equities, Enterprise Risk..., Bank Secrecy Act, Asset Managment, Prime Brokerage, USA PATRIOT Act, Financial Services, Hedge Funds
Education
Baruch College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Management
SUNY Farmingdale 1999 — 2001
Associate's degree, Business/Commerce, General
Gerald Edwards and Associates May 1999 - Present
Baruch College May 2010 - December 2012
WestLB 1996 - 1997
Alliance Capital Management 1995 - 1996
Skills
Business Law, Finance, Contracts, Immigration Law, Technology Solutions, Executive Recruitment
Education
Syracuse University College of Law 1990 — 1993
Doctor of Law (JD), Law
Syracuse University - Maxwell School of Citizenship and Public Affairs 1991 — 1993
Master of Arts (M.A.), International Relations
Howard University 1986 — 1990
Bachelor of Arts (B.A.), Magna Cum Laude, History
Whitestone Capital Limited April 2013 - Present
Royal Dutch Shell May 2012 - January 2013
Whitestone Capital Limited January 2009 - January 2013
WestLB October 2011 - February 2012
National Australia Bank July 2011 - September 2011
Mizuho International March 2011 - June 2011
RBS Markets & International Banking March 2010 - December 2010
Phoneix Capital Partners June 2009 - March 2010
Standard & Poor's January 2009 - June 2009
Fitch Ratings September 2007 - December 2008
Skills
Risk Management, Valuation, Financial Risk, Corporate Finance, Finance, Management, Strategy, Portfolio Management, Credit Analysis, Analysis, Due Diligence, Investments, Credit, Energy, Negotiation, Contract Management, Emerging Markets
Education
University of Westminster 2004 — 2006
Doctoral Studies, Energy Security
Université Al-Akhawayn Ifrane 2005 — 2005
Summer Study Abroad, International Security
University of Westminster 2003 — 2004
Master of Arts (M.A.), Diplomatic Studies and International Security, Merit-Equivalent to Magna Cum Laude
Hampden-Sydney College 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Public Leadership
University of Oxford - Pembroke College 1999 — 1999
Law and Society
Constant Capital Corp. 2011 - Present
Blue Bird Corporation 2007 - 2010
Orbian 2005 - 2007
Bingham McCutchen 2000 - 2005
Document Development Corporation 1995 - 2000
Milbank, Tweed, Hadley & McCloy LLP 1990 - 1995
WestLB 1988 - 1990
Skills
Contract Negotiation, Finance, Restructuring, Banking
Education
Fordham University School of Law
Doctor of Law (JD), Financial Transactions
New York University
Master of Business Administration (MBA), Finance
New York University
Bachelor of Science (BS), Economics
AIG Financial Products 2004 - 2011
WestLB 1997 - 2004
Fidelity Management Trust Company 1989 - 1997
GE Capital 1987 - 1988
The Boston Company 1985 - 1987
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master's Degree, Public Finance
The George Washington University - School of Business
Bachelor's Degree, Business Administration, concentration in Finance