Zurich Capital Markets

Industry: Capital market company

Description

Founded: 1996 Parent organization: Zurich Insurance Group Subsidiaries: Vista Investments Ltd., Espial Ventures Ltd.

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Zurich Capital Markets Employees

Employee
Years
Job
Industry
Frank Orzechowski Frank Orzechowski New York, New York Details
Frank Orzechowski's Zurich Capital Markets Experience 2002 - 2005
Job Chief Financial Officer at StormHarbour Partners, LP
Industry Financial Services
Experience
StormHarbour Partners, LP   September 2013 - Present
etouches, Inc.   May 2013 - September 2013
Cartridge World of Fairfield County   2009 - 2013
Nikko Asset Management Americas, Inc   2006 - 2009
Zurich Capital Markets   2002 - 2005
Parker Global Strategies  2001 - 2002
RBS Greenwich Capital  1991 - 2000
Salomon Brothers  1985 - 1991
Coopers & Lybrand  1982 - 1985

Skills
Small Business, Strategic Planning, Leadership, Mergers, Management, New Business Development, Retail, Social Media, Entrepreneurship, Mergers & Acquisitions, Budgets, Start-ups, Strategy, Analysis, Finance, Marketing, Negotiation, Process Improvement, Business Development, Business Planning, Cross-functional Team..., Sales, Financial Analysis, Risk Management, Customer Service, Strategic Partnerships, Recruiting, Team Building, Forecasting, Coaching, CFOs, COOs, Finance Function..., Finance Function..., Planning Budgeting &..., Cost Reduction..., Cost Savings Strategies, Cost Saving Projects, CPA, Healthcare, Nonprofits, Technology, Advertising, Accounting, Financial Reporting, Human Resources, Business Strategy, Financial Process..., Finance Transformation, Cash-flow Management

Education
Georgetown University   1978 — 1982
B.S., Accounting

Friends Academy   1974 — 1978

Charles Duffy Charles Duffy White Plains, New York Details
Charles Duffy's Zurich Capital Markets Experience November 1995 - June 1998
Job Program Specialist at Westchester County
Industry Government Administration
Experience
Westchester County  August 2014 - Present
Robert Half Management Resources  December 2013 - July 2014
Duffy Financial   January 2012 - July 2014
New York State Senate  December 2012 - February 2013
Town of Lewisboro  January 2010 - December 2011
MSC Trading / Energy Merchant LLC   January 2001 - June 2009
JH Whitney Investment Management  November 1999 - December 2000
Fortress Investment Group  December 1998 - October 1999
D. E. Shaw & Co.   June 1998 - December 1998
Zurich Capital Markets   November 1995 - June 1998

Skills
Finance, Accounting, Coordination, Budgeting, Tax, Hedge Funds, Audit, Budgets, Auditing, Government, Financial Modeling, Leadership, Mutual Funds, Business Process..., Business Analysis, Process Improvement, Portfolio Management, Cash Management, Options, Strategic Planning, Securities, Payroll, Trading, Risk Management, Financial Analysis, Business Strategy, Analysis, Private Equity, Management, Financial Reporting, Management Consulting, Investments, Negotiation, Equities, Internal Audit, Strategic Financial..., Managerial Finance, Financial Statements, CPA, Due Diligence, SEC filings, Sarbanes-Oxley Act, Financial Risk, Corporate Finance, Internal Controls, Start-ups, Executive Management, Cash Flow, Financial Accounting, Restructuring

Education
Clarkson University   1988 — 1991
MBA, Business

Clarkson University   1984 — 1988
BS, Management Information Systems

Horace Greeley   1981 — 1984
High School Diploma, General

James Graves James Graves Greater Philadelphia Area Details
James Graves's Zurich Capital Markets Experience 2001 - 2002
Job Director of Business Development at Turner Investments, L.P.
Industry Financial Services
Experience
AlphaHedge Capital Partners, LP   April 2012 - February 2013
Benchmark Plus Management LLC  2009 - April 2012
Morgan Stanley Alternative Investment Partners  2004 - 2008
HedgeFund.net  2002 - 2004
Zurich Capital Markets   2001 - 2002
American General Investment Management  1999 - 2001
Acadian Asset Management  1995 - 1999
T. Rowe Price Associates  1993 - 1995
Wilmington Trust Company  1989 - 1993
Bankers Trust Co  1983 - 1989

Skills
Hedge Funds, Asset Management, Fixed Income, Client Service, Credit, Investor Relations, Alternative Investments, Fund Of Funds, New Business Development, Product Development, Financial Services, Asset Allocation, Private Equity, Equities, Investments

Education
New York University - Leonard N. Stern School of Business   1980 — 1984
MBA

Trinity College-Hartford   1973 — 1977
BA

Wilmington Friends   1968 — 1973

Jeffrey Bromberger Jeffrey Bromberger Greater New York City Area Details
Jeffrey Bromberger's Zurich Capital Markets Experience October 1998 - October 2000
Job Project Manager/Lead Architect – Global Client Services at ITG
Industry Financial Services
Experience
Investment Technology Group, Inc.   August 2006 - Present
Investment Technology Group, Inc.   November 2001 - August 2006
Zurich Capital Markets   October 1998 - October 2000
ILX Systems  December 1992 - October 1998

Skills
Trading Systems, Sybase, Market Data, Unix, Tidal, SQL, FrontRange ITSM..., Crystal Reports, C, Shell Scripting

Education
City University of New York City College   1984 — 1991
B.Sc. / M.A., Biology

Midwood High School, NYC

Matthew Kishlansky Matthew Kishlansky Greater New York City Area Details
Matthew Kishlansky's Zurich Capital Markets Experience 2000 - 2003
Job Head of Marketing, GenTrust
Industry Financial Services
Experience
GenTrust   December 2014 - Present
Macquarie Group  2010 - 2012
Old Master Capital   2005 - 2009
Pentagon Capital Management   2003 - 2005
Zurich Capital Markets   2000 - 2003

Education
Harvard University
Bachelor of Arts (B.A.), Magna Cum Laude, History of Art and Architecture

Claire Keyles Claire Keyles Greater New York City Area Details
Claire Keyles's Zurich Capital Markets Experience February 2002 - December 2003
Job Deputy Compliance Officer and General Counsel at The Osborne Association
Industry Law Practice
Experience
The Osborne Association  October 2014 - August 2015
Pfizer Inc  January 2004 - April 2014
Zurich Capital Markets   February 2002 - December 2003
JPMorgan Chase  December 1998 - December 2002
JP Morgan  December 1988 - December 1998
Feit & Ahrens   January 1987 - December 1989
Winthrop Stimson Putnam & Roberts  September 1985 - December 1987

Skills
Corporate Law, Board Governance, Compliance, Policy Writing, Policy Review, Internal Controls, Information Management, Legal Contract Review, Corporate Website..., Securities Regulation, Conflict Of Interest, Public Speaking, Training, Governance, Strategy, Nonprofits

Education
Harvard Law School
JD

New York University
MA

City University of New York-Brooklyn College
BA

Denis Abramov Denis Abramov Greater New York City Area Details
Denis Abramov's Zurich Capital Markets Experience 2002 - 2004
Job
Industry Financial Services
Experience
G Capital Management   July 2015 - Present
Ellington Management Group  October 2009 - July 2015
WhenTech, llc  December 2008 - October 2009
Platinum Grove Asset Management, L.P.   2004 - December 2008
Zurich Capital Markets   2002 - 2004
Columbia University  2000 - 2002
Thor Technologies  2000 - 2001
Dragon Systems  1998 - 2000

Skills
Perl, SQL, Derivatives, Sybase, Java, C#, .NET, Unix, Equities, Equity Derivatives, Trading, Microsoft SQL Server, Fixed Income, Oracle, Linux, Networking, Windows, C, C++, Web Services, Finance, XML Programming, VBA, Options, VB.NET, Oracle SQL, FIX, Socket Programming, Websphere MQ, Unit Testing, nUnit, Portware, Design Patterns, WinForms, LINQ, RTD, WPF, jintegra, RogueWave, Messaging, Java RMI, Python, WCF, Yardi, Trading Systems

Education
Columbia Engineering   2002 — 2008
CSE

Columbia Engineering   2000 — 2002
MS

Brandeis University   1996 — 2000
BA

Jill (Funtleyder) Teich Jill (Funtleyder) Teich Greater New York City Area Details
Jill (Funtleyder) Teich's Zurich Capital Markets Experience September 2002 - January 2005
Job Corporate Transactions and Securities at Viacom Inc.
Industry Legal Services
Experience
Viacom Inc.  June 2010 - Present
Terex Corporation  April 2006 - December 2008
Viacom Inc.  July 2005 - April 2006
Zurich Capital Markets   September 2002 - January 2005
Global Crossing  1999 - 2001
Siemens Corporation  1996 - 1999

Education
Fordham University School of Law   1991 — 1995
J.D., Law

Binghamton University   1981 — 1985
B.A., Psychology

Bobby Kumparak Bobby Kumparak San Francisco Bay Area Details
Bobby Kumparak's Zurich Capital Markets Experience January 2009 - October 2012
Job Finance Director at San Francisco Toyota
Industry Financial Services
Experience
San Francisco Toyota  August 2012 - Present
Zurich Capital Markets   January 2009 - October 2012
California Real Estate & Mortgage   May 2004 - December 2008
Manly Honda  March 1999 - May 2004

Skills
Automotive, Credit, Dealers, Finance, Financial Analysis, Loans, New Business Development, Profit, Real Estate, Retail, Risk Management, Sales, Subprime, Mortgage Lending, Forecasting, Customer Retention, Automobile, Analysis, Investments

Education
Santa Rosa Junior College   2010 — 2012

United States Marine Corps   1995 — 1999

Live Oak High School   1991 — 1995

B. (Brian) Nash B. (Brian) Nash Greater New York City Area Details
B. (Brian) Nash's Zurich Capital Markets Experience June 2001 - July 2003
Job Twin Advisors LLC Managing Partner
Industry Investment Management
Experience
Twin Red Asset Management, LLC   February 2008 - Present
Twin Advisors, LLC   February 2008 - Present
Whynatte Enterprises, LLC  January 2008 - Present
Alternative Asset Investment Management  January 2008 - Present
HSBC  February 2007 - January 2008
BNP Paribas  July 2003 - February 2007
Zurich Capital Markets   June 2001 - July 2003
The Epperson Group   2000 - 2001

Skills
Due Diligence, Research, Hedge Funds, Alternative Investments, Asset Managment, Equities, Portfolio Management, Investments, Private Equity, Capital Markets, Trading, Asset Allocation, Investment Banking, Fixed Income, Investor Relations, Asset Management, Investment Management, Emerging Markets, Structured Products, Securities, Equity Research, Derivatives, Options, Wealth Management, Mutual Funds

Education
Rice University   1997 — 2001
BA, Economics

Blake   1994 — 1997
H.S. Diploma

Louis Feldman Louis Feldman Greater New York City Area Details
Louis Feldman's Zurich Capital Markets Experience March 1997 - March 2000
Job Chief Tax Counsel: 40 North Services; GAF Materials Corporation
Industry Law Practice
Experience
40 North Services LLC   July 2011 - Present
GAF Materials Corporation  December 2008 - Present
ISP  December 2008 - August 2011
Barclays Capital  May 2007 - August 2008
Credit Suisse  March 2000 - May 2007
Zurich Capital Markets   March 1997 - March 2000
Wachtell, Lipton, Rosen & Katz   August 1994 - March 1997
Supreme Court of the U.S.   July 1993 - August 1994
U.S. Court of Appeals for the Ninth Circuit   August 1992 - July 1993
Rabbit Software  1988 - August 1989

Skills
Tax, Structured Finance, S Corporations, Restructuring, International Tax, Cross-border..., Transfer Pricing, Tax Law, Corporate Tax, Mergers, Private Equity, Trusts, Estate Planning, Hedge Funds, Tax Compliance, IRS, Corporate Finance, Federal Tax, Federal Taxation, Financial Transactions, International Tax..., Estate Tax Planning, Partnership Taxation, Tax Research, Family Business, Financial Structuring, Mergers & Acquisitions, Finance

Education
University of Pennsylvania Law School   1989 — 1992
JD, summa cum laude, Law

Temple University   1985 — 1987
BA, magna cum laude, Linguistics and Computer Science

University of Pennsylvania   1981 — 1983
Linguistics

Stephen Sinacore Stephen Sinacore Greater New York City Area Details
Stephen Sinacore's Zurich Capital Markets Experience March 2002 - December 2003
Job Principal and CoFounder at Atrevida Partners, LLC
Industry Investment Management
Experience
Fordham University  January 2012 - Present
Accordia Global Health Foundation  March 2011 - Present
Atrevida Partners, LLC   June 2007 - Present
Citadel Investment Group  February 2004 - February 2006
Zurich Capital Markets   March 2002 - December 2003
RBS Greenwich Capital  February 1998 - June 2000
JP Morgan  1986 - 1998

Skills
Hedge Funds, Investment Banking, Equities, Derivatives, Private Equity, Alternative Investments, Trading Systems, Asset Managment, Asset Management, Venture Capital, Investments, Capital Markets, Financial Markets, Fixed Income, Mergers & Acquisitions, Emerging Markets, Options, Investment Management, Start-ups, Asset Allocation, Financial Modeling, Securities, Due Diligence, Portfolio Management, Entrepreneurship, Valuation, Trading

Education
Fordham University   1976 — 1980

Alan Rackson Alan Rackson Danbury, Connecticut Details
Alan Rackson's Zurich Capital Markets Experience 2000 - 2005
Job Personal & Business Taxes, Bookkeeping, Payroll, Accounting & Advisory
Industry Accounting
Experience
Rackson Greoup Accounting Services   August 2010 - Present
Rackson Technology Solutions, LLC   April 2008 - July 2010
Paradigm Physicians Partners, LLC   May 2009 - December 2009
Citigroup  2006 - May 2008
TPG-Axon Capital  2008 - 2008
HSBC  2005 - 2006
Zurich Capital Markets   2000 - 2005
General Re Securities   1987 - 2000
AIG Financial Products  1987 - 1996
Goldman Sachs  1986 - 1987

Skills
Tax, Payroll, Business Strategy, Member, National Society of..., Quickbooks Pro Certified, Danbury Chamber of..., Toastmasters, Small Business, Accounting, Small Business..., Business Analysis, New Business Development, Financial Coaching, Lifestyle Coaching, Presentation Coaching, Small Business..., Tax Services, Tax Returns, Tax Accounting, Sales Tax, Entity Formation, Entity Selection, Business Taxes, Payroll Taxes, Payroll Administration, Payroll Processing, Quickbooks, Accountants, Franchising, Income Tax, Tax Preparation, Bookkeeping, Tax Compliance, Corporate Tax, Accounts Payable, Financial Reporting, Accounts Receivable, Tax Research, General Ledger, Tax Audits, Federal Tax, IRS, Partnership Taxation, Reconciliation, Excise, Tax Advisory, ADP, Individual Taxation, Preparation

Education
University of Pennsylvania - The Wharton School   1980 — 1983
BS, Economics, Accounting and Decision Sciences

IFS Business Analyst Certificate

Landmark Education

Syosset High School

Tax Course

Pratap Dasgupta Pratap Dasgupta Greater New York City Area Details
Pratap Dasgupta's Zurich Capital Markets Experience August 2001 - July 2003
Job Senior Managing Director at Macquarie Group
Industry Financial Services
Experience
Macquarie Group  July 2012 - Present
MD Sass-Macquarie Financial Strategies Fund   July 2012 - Present
Macquarie Bank  March 2010 - July 2012
BNP Paribas  January 2010 - February 2010
BNP Paribas  July 2003 - January 2010
Zurich Capital Markets   August 2001 - July 2003
Citigroup  1999 - 2001

Skills
Hedge Funds, Structured Products, Derivatives, Alternative Investments, Equities, Equity Derivatives, Fund Of Funds, Investment Banking, Capital Markets, Structured Finance, Financial Structuring, Private Equity

Education
Brandeis International Business School   1997 — 1999
Masters

Delhi School of Economics   1994 — 1996
Masters

Shri Ram College of Commerce   1991 — 1994
B.A

Sardar Patel   1984 — 1991

Pamela A. Pjura - Actively seeking a New Role Pamela A. Pjura - Actively seeking a New Role Greater New York City Area Details
Pamela A. Pjura - Actively seeking a New Role's Zurich Capital Markets Experience January 1997 - April 2000
Job SME Audit Compliance Regulatory Risk
Industry Financial Services
Experience
The Hole in the Wall Gang Camp  January 2013 - Present
Deutsche Bank  September 2013 - Present
TD Bank Group  February 2012 - December 2012
Various Financial Companies   January 2008 - December 2012
Mizuho Capital Markets  January 2007 - December 2007
Citi  February 2005 - August 2006
GE, Unilever, JPMorgan Chase & Deutsche Bank (Consultant with Spherion and Starpoint Solutions)   March 2002 - December 2004
Merrill Lynch  April 2000 - February 2002
Zurich Capital Markets   January 1997 - April 2000

Skills
Risk Management, Internal Audit, Financial Risk, Sarbanes-Oxley Act, Financial Services, Business Process..., Enterprise Risk..., Internal Controls, Auditing, Change Management, Governance, Management, Process Improvement, Banking, Leadership, Operational Risk..., Strategy, Human Resources, Regulatory Requirements, Compliance, Capital Markets, PMO, KYC, SDLC, Training, Accounting, Fixed Income, Middle Office, Cash Management, Quality Auditing, Operational Risk, Restructuring, Back Office, Business Continuity, IT Audit, SOX, Language Skills, Front Office, Financial Audits, Fraud, Software Documentation, Fraud Investigations, Cost Savings, Risk, Compliance Audits, Risk Mitigation, Financial Control, AML, Finance, Securities Regulation

Education
University of Phoenix   2003 — 2006
MA, Organizational Management

University of Phoenix   2001 — 2003
Bachelor's Degree, Accounting, 3.6

Lauralton Hall
Diploma, College Prep

Trish Mills - Muench Trish Mills - Muench Greater New York City Area Details
Trish Mills - Muench's Zurich Capital Markets Experience 2001 - 2003
Job Human Resources Manager at BrianDavid, Realtors
Industry Real Estate
Experience
BrianDavid, LLC Realtors   2009 - 2014
Bear Stearns  2003 - 2009
Zurich Capital Markets   2001 - 2003
Regus  2000 - 2001
Alliance Business Centers  1997 - 2000

Skills
Human Resources, Hiring & Rentention, Training & Development, Compensation / Payroll, Employee Relations, Performance Management, Personnel Records..., Project Management, Budgeting, Organizational Design &..., Customer Relationship..., Vendor & Contract..., Exceptional..., Onboarding, Workforce Planning, Talent Management, Talent Acquisition, Succession Planning, Personnel Management, Vendor Management, Employee Engagement, Benefits Administration, Deferred Compensation, Team Building, HR Policies, PeopleSoft, Applicant Tracking..., HRIS, Employee Benefits, Compensation & Benefit

Education
Brookdale Community College   2008 — 2009
AAS, Business Management

Stephanie Shin Stephanie Shin Greater New York City Area Details
Stephanie Shin's Zurich Capital Markets Experience January 2001 - June 2001
Job Senior Analyst
Industry Financial Services
Experience
The Port Authority of New York & New Jersey  April 2003 - May 2013
The Port Authority of New York & New Jersey  February 2002 - April 2003
Zurich Capital Markets   January 2001 - June 2001
Aladdin Capital Management  April 2000 - November 2000
Korean Trade-Investment Promotion Agency  February 1999 - December 1999
Industrial Bank of Korea  January 1997 - October 1998
European Commission  October 1996 - January 1997

Education
University of California, Berkeley
Bachelor of Arts (B.A.)

Université libre de Bruxelles
Master of Arts (M.A.)

Tali Zidon Tali Zidon Greater New York City Area Details
Tali Zidon's Zurich Capital Markets Experience 2001 - 2003
Job Executive Director at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley  February 2015 - Present
TD Securities  May 2013 - January 2015
Credit Suisse  July 2003 - May 2013
Zurich Capital Markets   2001 - 2003
Sumitomo Capital Markets   1996 - 2001
ING Capital  1994 - 1996

Skills
Fixed Income, Electronic Trading, Market Making, Trading Systems, Rates, Derivatives, Equity Derivatives, Credit Derivatives, Investment Banking, FX Options, Project Management, New Business Development, Trading, Prime Brokerage, Interest Rate..., Low Latency, Market Data

Education
University at Albany, SUNY

Danielle D'Ambrosio Danielle D'Ambrosio Morristown, New Jersey Details
Danielle D'Ambrosio's Zurich Capital Markets Experience October 2000 - April 2002
Job Sr. Office Administrator at MetLife
Industry Insurance
Experience
MetLife  September 2002 - Present
Zurich Capital Markets   October 2000 - April 2002
AT&T/Lucent Technologies   February 1994 - October 2000

Skills
Visio, Microsoft Excel, Microsoft Word, PowerPoint, Data Entry, PeopleSoft, Spreadsheets, Travel Arrangements, Calendaring, Invoicing, Life Insurance, Microsoft Office, Lotus Notes, Memory Management

Education
The George Washington University   2014 — 2014

Katherine Gibbs School   1993 — 1994
Legal Administrative Assistant/Secretary

Kaplan University
Associate's degree, Business

Andrew Feldsohn Andrew Feldsohn Greater New York City Area Details
Andrew Feldsohn's Zurich Capital Markets Experience 2002 - 2004
Job Director of Finance, Canon Americas
Industry Consumer Electronics
Experience
Canon USA  2007 - Present
Ascendant Solutions Inc.   2005 - 2007
Morgan Stanley  2004 - 2005
Zurich Capital Markets   2002 - 2004
Merrill Lynch  1999 - 2002
Smith Barney  1996 - 1999
Pricewaterhouse Coopers (formerly Kwasha Lipton)   1995 - 1996

Skills
Forecasting, Finance, Risk Management, Analysis, Management, Mergers & Acquisitions, Executive Management, Strategic Planning, Business Analysis, Budgets, Leadership, Cash Management, Accounting, Start-ups, Financial Analysis, Process Improvement, Treasury Management, Financial Services, Project Management, Financial Modeling, Financial Reporting, Business Process..., Business Process..., Project Planning, Sarbanes-Oxley Act, Corporate Finance, Financial Planning, Budgeting, Negotiation, Business Optimization, Strategy

Education
Lehigh University
BS

Hofstra University
MBA

Mickey Wohl Mickey Wohl Greater New York City Area Details
Mickey Wohl's Zurich Capital Markets Experience January 2000 - September 2004
Job Owner at WOHL LLC
Industry Financial Services
Experience
Wohl LLC   January 2007 - Present
MTC Financial Holdings LLC   September 2004 - December 2006
Zurich Capital Markets   January 2000 - September 2004
Banc On Capital Markets Inc.   September 1998 - January 2000
Bankers Trust  February 1990 - September 1998
Citicorp Securities, Inc  February 1978 - January 1990
Citicorp / Citibank   1978 - 1990

Skills
Fixed Income, Derivatives, Bonds, Securitization, Credit, Debt, Structured Finance, Risk Management, Structuring, Alternative Investments, Investment Banking, Asset Management, Proprietary Trading, Structured Products, Securities, Investments, Portfolio Management, Swaps, Interest Rate...

Education
City University of New York-Baruch College - Zicklin School of Business   1974 — 1978
BBA, Statistics-Operation Research

Baruch College, City University of New York (CUNY)   1973 — 1978
BBA, Statistics Operations Research

Tony Rippy Tony Rippy Greater New York City Area Details
Tony Rippy's Zurich Capital Markets Experience November 2001 - November 2002
Job Software Engineer at Google
Industry Information Technology and Services
Experience
Google  November 2009 - Present
Cycle Computing, LLC   November 2005 - November 2009
Graham Capital Management  November 2002 - September 2005
Zurich Capital Markets   November 2001 - November 2002
Cognet Corp.   May 1999 - November 2001
Bloomberg L.P.   October 1997 - April 1999
James Martin and Company   June 1997 - October 1997

Skills
Distributed Systems, Java, Python, Software Design Patterns, Multithreading, Scalability, Software Design, Unix, Linux, Computer Science, Software Engineering, Algorithms, Git, Software Development, C++

Education
Carnegie Mellon University   1993 — 1997
BS, Computer Science & Mathematics

Illinois Mathematics and Science Academy   1990 — 1993

Peyton McNutt Peyton McNutt Greater New York City Area Details
Peyton McNutt's Zurich Capital Markets Experience 1999 - 2002
Job Associate General Counsel at Taconic Capital
Industry Financial Services
Experience
Taconic Capital  June 2010 - Present
D. E. Shaw & Co.   October 2006 - June 2010
Sidley Austin  2002 - 2006
Zurich Capital Markets   1999 - 2002

Education
New York University School of Law   1999 — 2002
J.D.

The University of Texas at Austin   1997 — 1998
Bachelor of Arts (B.A.), Psychology

Michael Gwilliam Michael Gwilliam Greater New York City Area Details
Michael Gwilliam's Zurich Capital Markets Experience March 2003 - April 2010
Job Consultant at XE Capital Management
Industry Information Technology and Services
Experience
XE Capital Management  June 2010 - Present
Zurich Capital Markets   March 2003 - April 2010
Zurich Capital Markets   August 2001 - March 2003
Deutsche Bank  1998 - August 2001
JP Morgan  1993 - 1999
Sun Microsystems  1990 - 1993

Education
Humboldt State University
B.S., Physics

University of California, Davis
M.S., Computer Science

Kenneth J Pennington III, CFA Kenneth J Pennington III, CFA Greater New York City Area Details
Kenneth J Pennington III, CFA's Zurich Capital Markets Experience July 2000 - January 2004
Job Chief Risk Officer at Cowen and Company (formerly Ramius LLC)
Industry Investment Management
Experience
Cowen and Company  January 2004 - Present
Ramius Capital Group  January 2004 - April 2011
Zurich Capital Markets   July 2000 - January 2004
Bankers Trust  May 1989 - July 2000

Education
New York University - Leonard N. Stern School of Business   1996 — 1998
MBA, Finance

Syracuse University   1984 — 1988
BA, Economics

Scuola Svizzera

Maria Palazzotto Maria Palazzotto Greater New York City Area Details
Maria Palazzotto's Zurich Capital Markets Experience 2002 - 2004
Job Managing Director, Technology Executive, Risk IT Data Management at Bank of America
Industry Investment Banking
Experience
Bank of America  December 2014 - Present
Bank of America  2006 - November 2014
Sagamore Hill Capital Management  2004 - 2006
Zurich Capital Markets   2002 - 2004
JP Morgan  1990 - 2001

Skills
Fixed Income, Derivatives, Risk Management, Business Analysis, Financial Risk, Capital Markets, Credit Risk, Management, Equities, Investment Banking, Financial Technology

Education
Fordham University - Graduate School of Business Administration   1991 — 1994
MBA, Finance, International Business

LIU Post   1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General

Matthew Tempesta Matthew Tempesta Greater New York City Area Details
Matthew Tempesta's Zurich Capital Markets Experience July 2001 - August 2002
Job Contract Recruiter at Virtusa
Industry Human Resources
Experience
Virtusa  August 2015 - Present
Barclays  February 2015 - August 2015
MasterCard  April 2013 - February 2015
Southern Air Inc.  January 2013 - April 2013
GE Asset Management  June 2010 - April 2011
CBRE  August 2009 - May 2010
Société Générale   March 2009 - August 2009
RBS Greenwich Capital  April 2007 - December 2008
Societe Generale  September 2002 - April 2007
Zurich Capital Markets   July 2001 - August 2002

Skills
Talent Management, Recruitments, Talent Acquisition, Employee Relations, Human Resources, Deferred Compensation, Personnel Management, Change Management, Training, Financial Services, Capital Markets, Asset Managment, Financial Risk, Finance, Performance Appraisal, Succession Planning, Performance Management, Leadership, Recruiting, Onboarding, Management, HRIS, Employee Benefits, Applicant Tracking..., Workforce Planning, Employee Engagement, Technical Recruiting

Education
University of Minnesota - Carlson School of Management
MA, Human Resources & Industrial Relations

Ithaca College
BA, History, Writing

Aneesah Hamid Aneesah Hamid Tampa/St. Petersburg, Florida Area Details
Aneesah Hamid's Zurich Capital Markets Experience December 2001 - June 2003
Job Assistant Vice President at Citi
Industry Financial Services
Experience
Citi  April 2005 - Present
BNP Paribas  June 2003 - November 2004
Zurich Capital Markets   December 2001 - June 2003

Skills
Operations Management, Fixed Income, Hedge Funds, Derivatives, Investment Banking, Alternative Investments

Education
Baruch College   1995 — 2000
Finance

Jason Imperato Jason Imperato Greater New York City Area Details
Jason Imperato's Zurich Capital Markets Experience 1997 - 2003
Job Managing Director at Nomura
Industry Investment Banking
Experience
Nomura  October 2008 - Present
Lehman Brothers  April 2006 - October 2008
Sagamore Hill Capital Management  March 2004 - January 2006
BNP Paribas  July 2003 - March 2004
Zurich Capital Markets   1997 - 2003

Education
New York University   1991 — 1993
M.S., Computer Science

Colgate University   1985 — 1989
B.A., Computer Science, Mathematics

Debra Stone Debra Stone Greater New York City Area Details
Debra Stone's Zurich Capital Markets Experience October 2003 - February 2005
Job Counsel and Vice President at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York  March 2010 - Present
Federal Reserve Bank of New York  March 2009 - March 2010
Promontory Financial Group, LLC  February 2005 - March 2009
Zurich Capital Markets   October 2003 - February 2005
Zurich Capital Markets   June 2002 - October 2003
J.P. Morgan   August 1987 - June 2002
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates   1983 - 1987

Education
New York University School of Law
Doctor of Law (J.D.)

University of Pennsylvania
Bachelor of Arts (B.A.)

Carey Fenton Carey Fenton Washington D.C. Metro Area Details
Carey Fenton's Zurich Capital Markets Experience July 2002 - July 2003
Job at
Industry Law Practice
Experience
Walmart  October 2014 - Present
Gibson, Dunn & Crutcher LLP   September 2006 - September 2014
Zurich Capital Markets   July 2002 - July 2003
MBNA  June 1998 - June 2002

Education
Vanderbilt University Law School   2003 — 2006
JD

Muhlenberg College   1994 — 1998
BA, English

Ram Dileepan Ram Dileepan Greater New York City Area Details
Ram Dileepan's Zurich Capital Markets Experience 1999 - 2003
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  January 2009 - Present
Barclays Capital  September 2008 - December 2008
Lehman Brothers  2007 - 2008
XE Capital Management  July 2004 - May 2007
BNP Paribas  July 2003 - July 2004
Zurich Capital Markets   1999 - 2003
Sumitomo Mitsui Banking Corporation (Formerly Sakura Bank)   June 1996 - April 1999

Skills
Trading Systems, Fixed Income, Derivatives, Equities, Equity Derivatives, Investment Banking, Capital Markets, Hedge Funds, Market Data, Credit Derivatives, Structured Products, Sybase, SDLC, Business Analysis, Options, FX Options, Alternative Investments, Risk Management

Education
City University of New York City College   1995 — 1996
Masters, Computer Science

City University of New York City College   1991 — 1994
Bachelors, Computer Science

Cristian Ghiuvea Cristian Ghiuvea Greater New York City Area Details
Cristian Ghiuvea's Zurich Capital Markets Experience 2002 - 2003
Job Executive Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management  March 2005 - Present
Banc of America Securities  2003 - 2005
Zurich Capital Markets   2002 - 2003

Skills
CMBS, Structured Products, Portfolio Management, REIT, Fixed Income, Fundraising, Corporate Credit, Quantitative Finance, Derivatives, Credit Derivatives, Capital Markets

Education
Carnegie Mellon University   1999 — 2001
Ph. D., Statistics

Universitatea din București   1990 — 1995
Bachelor of Science (BS), Mathematics

Mark Overley Mark Overley New York, New York Details
Mark Overley's Zurich Capital Markets Experience February 2000 - March 2003
Job Managing Director at QFMI Management
Industry Financial Services
Experience
QFMI Management   March 2011 - Present
Overley LLC   December 2008 - March 2011
Citi  July 2006 - September 2008
HSBC  May 2004 - June 2006
Zurich Capital Markets   February 2000 - March 2003
Lehman Brothers  August 1995 - January 2000

Education
Rice University   1991 — 1996
Ph.D., Statistics

Cornell University   1989 — 1991
M.S., Operations Research

Harvey Mudd College   1985 — 1989
B.S., Mathematics and Physics

Mary Catherine Permenter Mary Catherine Permenter Greater New York City Area Details
Mary Catherine Permenter's Zurich Capital Markets Experience October 2002 - October 2003
Job Vice President at BNP Paribas
Industry Financial Services
Experience
BNP Paribas  May 2004 - Present
BNP Paribas- New York, NY   2004 - Present
Zurich Capital Markets   October 2002 - October 2003
Accenture  June 1998 - October 2002
Bankers Trust  October 1996 - June 1998

Education
University of Delaware   1992 — 1996
BA, Mathematical Science, minor Economics

Kurt Overley Kurt Overley New York, New York Details
Kurt Overley's Zurich Capital Markets Experience 1998 - 2003
Job CRO Harbourton Family Office
Industry Investment Management
Experience
Harbourton Family Office   July 2014 - Present
StormHarbour Partners   September 2012 - July 2014
Ranger Capital Group/ Signet Investor Solutions   January 2009 - January 2012
HSBC  2007 - 2008
BNP Paribas  2003 - 2007
Zurich Capital Markets   1998 - 2003
Credit Suisse Financial Products  1992 - 1998

Skills
Hedge Funds, Investments, Credit Derivatives, Alternative Investments, Derivatives, Equities, Fixed Income, Portfolio Management, Structured Products, Structured Finance, Equity Derivatives, Financial Markets, Investment Banking, Private Equity, Trading, Investor Relations, Asset Management, Capital Markets, Financial Structuring, Commodity, Fund Of Funds, Interest Rate..., Management, FX Options

Education
Rice University   1986 — 1991
Ph.D., Mathematical Science

Harvey Mudd College   1982 — 1986
BS, Mathematics and Physics

Michael Bohlmann Michael Bohlmann Greater New York City Area Details
Michael Bohlmann's Zurich Capital Markets Experience 2002 - 2003
Job Founder & CEO at Creatis Capital
Industry Investment Management
Experience
Creatis Capital   May 2014 - Present
CAIS Group  August 2013 - March 2014
Asset Alliance / Hedge Harbor  July 2009 - August 2013
Deutsche Bank  July 2007 - April 2009
Societe Generale  July 2006 - July 2007
Bear Stearns  July 2004 - July 2006
BNP Paribas  2003 - 2004
Zurich Capital Markets   2002 - 2003
Morgan Stanley  July 2000 - February 2002

Skills
Hedge Funds, Alternative Investments, Derivatives, Investment Banking, Hedging, Capital Raising, Fund Of Funds, Structured Products, Fixed Income, Trading, Equities, Capital Markets, Investor Relations, Portfolio Management, Global Macro, Investments, Structured Finance, Private Equity, American Politics, Securities, Asset Management

Education
Harvard University   1996 — 2000
AB magna cum laude, Government

Harvard-Westlake   1990 — 1996
High School

William Stites, CFA William Stites, CFA Greater Denver Area Details
William Stites, CFA's Zurich Capital Markets Experience 2001 - 2003
Job Partner at KilterHowling LLC
Industry Financial Services
Experience
KilterHowling LLC   January 2014 - Present
Frontier Asset Management  December 2011 - December 2013
Commonwealth Bank of Australia  June 2010 - July 2011
JP Morgan  2008 - 2009
Bear Stearns  2007 - 2008
BNP Paribas  2003 - 2007
Zurich Capital Markets   2001 - 2003

Education
Miami University   1992 — 1996
BA, Finance

Jian Sun Jian Sun Greater New York City Area Details
Jian Sun's Zurich Capital Markets Experience 2000 - 2003
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley  2010 - Present
XE Capital Management  April 2004 - 2010
Bloomberg  October 2003 - April 2004
Zurich Capital Markets   2000 - 2003

Skills
Fixed Income, Quantitative Finance, Hedge Funds, Derivatives

Education
The University of Chicago   1996 — 2000
Ph. D., Mathematics

Peking University   1989 — 1994
BS, Mathematics

Bryan Barreras Bryan Barreras Greater New York City Area Details
Bryan Barreras's Zurich Capital Markets Experience 2001 - 2003
Job EVP Operations at Satisfi
Industry Computer Software
Experience
Satisfi  July 2015 - Present
Societe Generale  2008 - July 2015
XE Capital Management  2005 - 2008
BNP Paribas  2003 - 2005
Zurich Capital Markets   2001 - 2003
Cravath, Swaine & Moore LLP   1997 - 2001
Hengeler Mueller  July 2000 - December 2000
Lyondell Petrochemical Company  1989 - 1994

Skills
Structured Products, Structured Finance, Hedge Funds, Derivatives, Financial Structuring, Alternative Investments, Equity Derivatives, Capital Markets, Financial Markets, Team Management, Relationship Management, Equities, Options, Swaps, Investment Banking, Securities, Fund Of Funds, Project Management, Securitization, Asset Allocation, Business Development

Education
New York University School of Law   1994 — 1997
J.D., Law

University of Houston   1992 — 1994
M.B.A., Business Administration

University of Houston   1984 — 1989
B.S., Mechanical Engineering

Sal Sassano Sal Sassano Greater New York City Area Details
Sal Sassano's Zurich Capital Markets Experience 1999 - 2001
Job Vice President Securities Lending/Repo Finance at AllianceBernstein
Industry Banking
Experience
AllianceBernstein  November 2010 - Present
UBS Securities Co., Ltd   2006 - November 2010
ABN AMRO  2004 - 2005
Zurich Capital Markets   1999 - 2001
Lehman Brothers  1989 - 1998
Minerva Securities   1988 - 1989
L.F. Rothschild Inc.   1986 - 1988
E.F. Hutton & Co.   1982 - 1986

Skills
Securities Lending

Education
New York University - Leonard N. Stern School of Business   1985 — 1989
MBA, Finance

Cornell University   1978 — 1982
BS, Agricultural Economics

Rhoda Chen Rhoda Chen New York, New York Details
Rhoda Chen's Zurich Capital Markets Experience January 2000 - July 2003
Job Alternative Investments
Industry Investment Management
Experience
J.P. Morgan   July 2011 - Present
XE Capital Management  March 2005 - June 2011
BNP Paribas  July 2003 - March 2005
Zurich Capital Markets   January 2000 - July 2003

Skills
Asset Management, Alternative Investments, Fund Of Funds, Hedge Funds, Fixed Income, Equity Derivatives, Capital Markets, Derivatives, Business Development, Investor Relations, Fund Derivatives, Structured Products, Equities, Asset Managment

Education
Cornell University

Nicholas Sopkin Nicholas Sopkin Greater New York City Area Details
Nicholas Sopkin's Zurich Capital Markets Experience July 2001 - November 2002
Job Managing Director
Industry Banking
Experience
MUFG in the Americas  July 2015 - Present
Commerzbank AG  February 2003 - June 2015
Zurich Capital Markets   July 2001 - November 2002
Deutsche Bank  March 1998 - July 2001

Skills
Structured Products, Structured Finance, Financial Analysis, Start-ups, Finance, Fixed Income, Financial Structuring, Capital Markets, Portfolio Management, Equities, Restructuring, Derivatives, Risk Management, Securitization, Hedge Funds, Financial Modeling

Education
University of Oxford - Said Business School   1996 — 1997
M.B.A.

University of San Francisco School of Law   1993 — 1996
J.D.

University of California, Berkeley   1989 — 1992
B.A., Psychology

Stuyvesant H.S.   1984 — 1988

The Fleming School

Helen Moss Helen Moss Greater New York City Area Details
Helen Moss's Zurich Capital Markets Experience 2001 - 2003
Job Accounting Consultant at Plainfield Asset Management
Industry Accounting
Experience
Plainfield Asset Management  May 2011 - Present
IFS/State Street   May 2010 - May 2011
GlobeOp Financial Services  June 2004 - May 2010
SS&C Technologies  2003 - 2004
Zurich Capital Markets   2001 - 2003
Sanford C.Bernstein   1998 - 2000
Olympia Capital   1997 - 1998

Skills
Hedge Funds

Education
Pace University-Pleasantville/Briarcliff Campus   1984 — 1988
BA, Political Science

Pace University
MBA, Finance

Stacy Howell-Pereira Stacy Howell-Pereira Greater New York City Area Details
Stacy Howell-Pereira's Zurich Capital Markets Experience 2002 - August 2003
Job Senior Compliance Officer at KKR
Industry Financial Services
Experience
KKR  May 2015 - Present
Interactive Data Corporation  June 2012 - May 2015
Guggenheim Partners Latin America, Inc  March 2010 - June 2012
Guggenheim Partners - Guggenheim Investment Advisors   August 2007 - February 2010
JPMorgan Private Bank  August 2003 - August 2007
Zurich Capital Markets   2002 - August 2003
Akin, Gump, Strauss, Hauer & Feld LLP   1999 - 2002

Skills
Securities, Securities Regulation, Hedge Funds, Due Diligence, Corporate Governance, AML, Investment Advisers Act, FINRA, Equities, Capital Markets, OFAC, Mutual Funds, KYC, Alternative Investments, Risk Management

Education
Nova Southeastern University   2010 — 2011
MBA, Management

Baruch College   2000 — 2004
BBA, Entrepreneurial Management

St. Joseph's Convent, POS

Marco Di Prima Marco Di Prima Phoenix, Arizona Area Details
Marco Di Prima's Zurich Capital Markets Experience August 1997 - August 1999
Job Investor & Consultant
Industry Venture Capital & Private Equity
Experience
Self-employed  June 2012 - Present
Mediobanca  April 2008 - May 2012
Lehman Brothers  August 2004 - April 2008
J.P. Morgan   August 1999 - August 2004
Zurich Capital Markets   August 1997 - August 1999
Commerz Financial Products   February 1996 - August 1997
Credit Lyonnais  April 1994 - January 1996

Skills
Private Equity, Investment Banking, Capital Markets, Strategic Planning, Start-ups, Hedge Funds, Mergers & Acquisitions, Corporate Finance, Investments, Venture Capital, Emerging Markets, LBO, Corporate Development, Financial Engineering, Equity Capital Markets, Valuation, Team Management, Derivatives

Education
Universi Augsburg

Universität Augsburg

Universität Augsburg

Anthony Galante Anthony Galante Greater New York City Area Details
Anthony Galante's Zurich Capital Markets Experience November 2000 - January 2004
Job SVP Accounting Policy Manager at Bank of America
Industry Banking
Experience
Bank of America  January 2004 - Present
Merrill Lynch  January 2004 - January 2009
Zurich Capital Markets   November 2000 - January 2004
Brown Brothers Harriman  April 1995 - November 2000
Prudential Securities, Inc  July 1991 - April 1995

Skills
Technical Accounting..., Accounting, Financial Accounting, Team Leadership, Series 27, Series 7, Series 63, Microsoft Excel, Microsoft Word, PowerPoint

Education
Pace University - Lubin School of Business   1998 — 2001
Master of Business Administration (MBA), BA Financial Management

Fairleigh Dickinson University-Metropolitan Campus
Bachelor of Science (B.S.), Accounting

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