ABN AMRO Incorporated
Industry: Company
DescriptionFounded: 1984 Subsidiary: ABN AMRO Inc., Asset Management Arm
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ABN AMRO Incorporated Employees
Employee
Years
Job
Industry
James Carey McDonald James Carey McDonald's ABN AMRO Incorporated Experience August 1992 - September 2006
Job Director of Delivery at Interactive Data Corporation 7ticks
Industry Banking
Experience
Interactive Data Corporation July 2014 - Present
Jefferies February 2011 - July 2013
Newedge Group January 2008 - December 2010
Newedge USA LLC May 2007 - December 2007
UBS Securities, LLC October 2006 - May 2007
ABN AMRO Incorporated August 1992 - September 2006
Chicago Corp 1992 - 1997
Skills
Electronic Trading, Derivatives, Fixed Income, Equities, Interest Rate..., Foreign Exchange, Trading System, Financial Services, Trading Systems, Options, Financial Markets, Trading, Personal Financial...
Education
United States Naval Academy 1973 — 1977
B.S.
Lake Forest Graduate School of Management 1982 — 1984
MBA
Naval War College 1998 — 2000
Northwestern University 2011 — 2011
Interactive Data Corporation July 2014 - Present
Jefferies February 2011 - July 2013
Newedge Group January 2008 - December 2010
Newedge USA LLC May 2007 - December 2007
UBS Securities, LLC October 2006 - May 2007
ABN AMRO Incorporated August 1992 - September 2006
Chicago Corp 1992 - 1997
Skills
Electronic Trading, Derivatives, Fixed Income, Equities, Interest Rate..., Foreign Exchange, Trading System, Financial Services, Trading Systems, Options, Financial Markets, Trading, Personal Financial...
Education
United States Naval Academy 1973 — 1977
B.S.
Lake Forest Graduate School of Management 1982 — 1984
MBA
Naval War College 1998 — 2000
Northwestern University 2011 — 2011
Tim Hamick Tim Hamick's ABN AMRO Incorporated Experience May 1997 - April 2004
Job Investor, Entrepreneur, Advisor, Strategist, Innovator, Technologist, Marketer
Industry Investment Management
Experience
SparkTen Partners August 2014 - Present
DAN Fund I and DAN Fund II December 2013 - Present
Entrepreneurs' Organization July 2013 - July 2015
BubbleLife Media May 2012 - July 2013
2ndLAW Media April 2010 - May 2013
WhatYouCan.do April 2011 - December 2012
Southwest Securities October 2007 - October 2009
SWS Group October 2007 - October 2009
Merrill Lynch & Co. April 2004 - September 2007
ABN AMRO Incorporated May 1997 - April 2004
Skills
Lead Generation, Online Advertising, Web Design, Online Marketing, SEO, SEM, Social Media Marketing, PPC, Email Marketing, Web Analytics, Google Adwords, Affiliate Marketing, Digital Marketing, Google Analytics, Blogging, Mobile Marketing, Website Development, Digital Strategy, Web Development, Search Advertising, Online Branding, Keyword Research, Online Lead Generation, Conversion Optimization, Digital Media, Online Reputation..., Landing Page..., Yahoo Search Marketing, Online Journalism, Web Content, Online Publishing, SMS Marketing, Options, Electronic Trading, Electronic Trading..., Trading Systems, Equities, Equities Technology, Market Structure, Integrated Marketing, Marketing Strategy, Marketing, Market Research, Salesforce.com, Advertising, Business Development, Customer Acquisition, Strategy, Entrepreneurship
Education
Marquette University 1987 — 1991
BS, Business Administration with a concentration in Accounting
St. Viator High School 1984 — 1987
SparkTen Partners August 2014 - Present
DAN Fund I and DAN Fund II December 2013 - Present
Entrepreneurs' Organization July 2013 - July 2015
BubbleLife Media May 2012 - July 2013
2ndLAW Media April 2010 - May 2013
WhatYouCan.do April 2011 - December 2012
Southwest Securities October 2007 - October 2009
SWS Group October 2007 - October 2009
Merrill Lynch & Co. April 2004 - September 2007
ABN AMRO Incorporated May 1997 - April 2004
Skills
Lead Generation, Online Advertising, Web Design, Online Marketing, SEO, SEM, Social Media Marketing, PPC, Email Marketing, Web Analytics, Google Adwords, Affiliate Marketing, Digital Marketing, Google Analytics, Blogging, Mobile Marketing, Website Development, Digital Strategy, Web Development, Search Advertising, Online Branding, Keyword Research, Online Lead Generation, Conversion Optimization, Digital Media, Online Reputation..., Landing Page..., Yahoo Search Marketing, Online Journalism, Web Content, Online Publishing, SMS Marketing, Options, Electronic Trading, Electronic Trading..., Trading Systems, Equities, Equities Technology, Market Structure, Integrated Marketing, Marketing Strategy, Marketing, Market Research, Salesforce.com, Advertising, Business Development, Customer Acquisition, Strategy, Entrepreneurship
Education
Marquette University 1987 — 1991
BS, Business Administration with a concentration in Accounting
St. Viator High School 1984 — 1987
Mark Seffinger Mark Seffinger's ABN AMRO Incorporated Experience 2000 - October 2002
Job Managing DirectorHead of Equities and Credit Products Compliance at Barclays
Industry Investment Banking
Experience
Barclays Capital September 2012 - Present
Deutsche Bank February 2009 - August 2012
Deutsche Bank October 2002 - February 2009
ABN AMRO Incorporated 2000 - October 2002
ING Barings LLC 1998 - 2000
Furman Selz LLC 1997 - 1998
Prudential Securities Inc. October 1992 - July 1997
Skills
Prime Brokerage, Hedge Funds, ISDA, Securities Regulation, Securities, Swaps, Derivatives, Equities, Structured Products, FINRA, Securities Lending, Dodd-Frank, Equity Derivatives, Fixed Income, Alternative Investments, Equity Trading, Series 7, Broker-Dealer, Finance, Capital Markets, Settlement
Education
Fordham University School of Law 1989 — 1992
J.D., Law
University of Pennsylvania - The Wharton School 1985 — 1989
B.S., Economics
Barclays Capital September 2012 - Present
Deutsche Bank February 2009 - August 2012
Deutsche Bank October 2002 - February 2009
ABN AMRO Incorporated 2000 - October 2002
ING Barings LLC 1998 - 2000
Furman Selz LLC 1997 - 1998
Prudential Securities Inc. October 1992 - July 1997
Skills
Prime Brokerage, Hedge Funds, ISDA, Securities Regulation, Securities, Swaps, Derivatives, Equities, Structured Products, FINRA, Securities Lending, Dodd-Frank, Equity Derivatives, Fixed Income, Alternative Investments, Equity Trading, Series 7, Broker-Dealer, Finance, Capital Markets, Settlement
Education
Fordham University School of Law 1989 — 1992
J.D., Law
University of Pennsylvania - The Wharton School 1985 — 1989
B.S., Economics
Lorraine Marsh Lorraine Marsh's ABN AMRO Incorporated Experience 1999 - 2009
Job Vice President at Morgan Stanley
Industry Banking
Experience
Morgan Stanley November 2013 - Present
RBS Securities Inc. 2009 - November 2013
ABN AMRO Incorporated 1999 - 2009
Ketchum Public Relations 1998 - 1999
PaineWebber 1991 - 1998
Skills
Investment Banking, Market Data, Financial Services, Start-ups, Financial Markets, Strategy, Market Research, Vendor Management, Business Analysis, Analysis, Portfolio Management, Banking, Derivatives
Education
Ithaca College
B.A., Political Science
Long Island University, C.W. Post Campus
M.S.L.S., Library and Information Science
Morgan Stanley November 2013 - Present
RBS Securities Inc. 2009 - November 2013
ABN AMRO Incorporated 1999 - 2009
Ketchum Public Relations 1998 - 1999
PaineWebber 1991 - 1998
Skills
Investment Banking, Market Data, Financial Services, Start-ups, Financial Markets, Strategy, Market Research, Vendor Management, Business Analysis, Analysis, Portfolio Management, Banking, Derivatives
Education
Ithaca College
B.A., Political Science
Long Island University, C.W. Post Campus
M.S.L.S., Library and Information Science
Jonathan Metler Jonathan Metler's ABN AMRO Incorporated Experience August 1999 - April 2000
Job Head of Compliance Inspection Unit at HSBC Global Banking and Markets
Industry Investment Management
Experience
HSBC Global Banking and Markets November 2014 - Present
GE Capital Real Estate February 2012 - November 2014
Allstate Investments April 2005 - February 2012
ABN AMRO Financial Services / LaSalle Financial Services July 2000 - April 2005
ABN AMRO, Incorporated August 1999 - April 2000
ABN AMRO, Incorporated September 1997 - August 1999
Skills
Fixed Income, Due Diligence, Equities, Financial Risk, Asset Management, AML, Capital Markets, Securities, Asset Managment, Finance, Compliance, Investments, Mutual Funds, Management, Anti Money Laundering, Financial Services, Risk Management, FINRA, Bloomberg, Hedge Funds, Trading
Education
Northeastern Illinois University
Bachelors of Science, Finance
HSBC Global Banking and Markets November 2014 - Present
GE Capital Real Estate February 2012 - November 2014
Allstate Investments April 2005 - February 2012
ABN AMRO Financial Services / LaSalle Financial Services July 2000 - April 2005
ABN AMRO, Incorporated August 1999 - April 2000
ABN AMRO, Incorporated September 1997 - August 1999
Skills
Fixed Income, Due Diligence, Equities, Financial Risk, Asset Management, AML, Capital Markets, Securities, Asset Managment, Finance, Compliance, Investments, Mutual Funds, Management, Anti Money Laundering, Financial Services, Risk Management, FINRA, Bloomberg, Hedge Funds, Trading
Education
Northeastern Illinois University
Bachelors of Science, Finance
Joseph Yang Joseph Yang's ABN AMRO Incorporated Experience 2004 - 2008
Job Customer Success Manager at Optimizely
Industry Internet
Experience
Optimizely 2014 - Present
ValueClick 2013 - 2014
Good Paper 2008 - 2013
ABN AMRO Incorporated 2004 - 2008
Harvard University 2003 - 2004
Banc of America Securities LLC 2000 - 2002
Education
The University of Chicago 1999 — 2000
MA
University of Illinois at Urbana-Champaign 1994 — 1998
BA
Optimizely 2014 - Present
ValueClick 2013 - 2014
Good Paper 2008 - 2013
ABN AMRO Incorporated 2004 - 2008
Harvard University 2003 - 2004
Banc of America Securities LLC 2000 - 2002
Education
The University of Chicago 1999 — 2000
MA
University of Illinois at Urbana-Champaign 1994 — 1998
BA
Neal Brandvik's ABN AMRO Incorporated Experience November 2000 - October 2001
Job Implementation Consultant at GE Healthcare
Industry Information Technology and Services
Experience
GE Healthcare June 2004 - Present
Beacon Partners April 2012 - July 2013
ISI Systems October 2001 - June 2004
ABN AMRO Professional Brokerage Systems Group 2001 - 2004
ABN-AMRO Incorporated November 2000 - October 2001
ABN-AMRO Financial Services October 1999 - November 2000
McKesson HBOC November 1996 - October 1999
Caremark Therapeutic Services July 1995 - November 1996
Caremark Oncology Management Services June 1991 - July 1995
Caremark November 1987 - June 1991
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1996
MBA, Management Information Systems
Florida International University 1984 — 1986
MPH, Healthcare Policy and Administration
Stetson University 1979 — 1983
BA, Sociology
GE Healthcare June 2004 - Present
Beacon Partners April 2012 - July 2013
ISI Systems October 2001 - June 2004
ABN AMRO Professional Brokerage Systems Group 2001 - 2004
ABN-AMRO Incorporated November 2000 - October 2001
ABN-AMRO Financial Services October 1999 - November 2000
McKesson HBOC November 1996 - October 1999
Caremark Therapeutic Services July 1995 - November 1996
Caremark Oncology Management Services June 1991 - July 1995
Caremark November 1987 - June 1991
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1996
MBA, Management Information Systems
Florida International University 1984 — 1986
MPH, Healthcare Policy and Administration
Stetson University 1979 — 1983
BA, Sociology
Irene Pazik's ABN AMRO Incorporated Experience 2002 - 2004
Job Global Operations Risk & Compliance Executive
Industry Financial Services
Experience
JPMorgan Chase May 2012 - Present
St. Francis De Sales 2002 - Present
JPMorgan Chase October 2011 - May 2012
Spry Solutions Group September 2010 - October 2011
Bank of America April 2009 - September 2009
ABN AMRO Bank N.V. February 1980 - October 2008
ABN AMRO 2004 - 2006
ABN AMRO Incorporated. 2002 - 2004
ABN AMRO Bank N.V. 1997 - 2002
ABN AMRO Bank N.V., 1988 - 1997
Skills
Banking, Export, Financial Risk, Risk Management, Credit Risk, Credit, Capital Markets, Loans, Portfolio Management, Credit Analysis, Treasury Management, Cash Management, Financial Services, FX Options, Internal Audit, Management, Finance, Leadership, Securities, Analysis, Auditing, Process Improvement
Education
Northwestern University 1982 — 1985
Business
JPMorgan Chase May 2012 - Present
St. Francis De Sales 2002 - Present
JPMorgan Chase October 2011 - May 2012
Spry Solutions Group September 2010 - October 2011
Bank of America April 2009 - September 2009
ABN AMRO Bank N.V. February 1980 - October 2008
ABN AMRO 2004 - 2006
ABN AMRO Incorporated. 2002 - 2004
ABN AMRO Bank N.V. 1997 - 2002
ABN AMRO Bank N.V., 1988 - 1997
Skills
Banking, Export, Financial Risk, Risk Management, Credit Risk, Credit, Capital Markets, Loans, Portfolio Management, Credit Analysis, Treasury Management, Cash Management, Financial Services, FX Options, Internal Audit, Management, Finance, Leadership, Securities, Analysis, Auditing, Process Improvement
Education
Northwestern University 1982 — 1985
Business
Rob Metzger's ABN AMRO Incorporated Experience November 1997 - March 1999
Job Principal at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company March 1999 - Present
ICG Commerce March 2000 - December 2000
ABN AMRO Incorporated November 1997 - March 1999
A.T. Kearney August 1995 - November 1997
Price Waterhouse August 1990 - June 1994
FASB July 1989 - June 1990
Education
Northwestern University - Kellogg School of Management 1994 — 1995
University of Illinois at Urbana-Champaign 1985 — 1989
BS, Accountancy
William Blair & Company March 1999 - Present
ICG Commerce March 2000 - December 2000
ABN AMRO Incorporated November 1997 - March 1999
A.T. Kearney August 1995 - November 1997
Price Waterhouse August 1990 - June 1994
FASB July 1989 - June 1990
Education
Northwestern University - Kellogg School of Management 1994 — 1995
University of Illinois at Urbana-Champaign 1985 — 1989
BS, Accountancy
Pooja Kochhar's ABN AMRO Incorporated Experience April 2007 - February 2009
Job Internal Audit Manager, Wholesale Credit Risk at Citi
Industry Banking
Experience
Citi September 2015 - Present
JPMorgan Chase & Co. September 2014 - August 2015
APG Asset Management May 2010 - June 2012
Bank of America November 2009 - April 2010
ABN AMRO Incorporated April 2007 - February 2009
ABN AMRO Bank N.V. August 1999 - October 2005
Skills
Fixed Income, Banking, Investment Banking, Credit Risk, Commercial Banking, Derivatives, Capital Markets, Portfolio Management, Credit, Financial Risk, Private Banking, Financial Markets, Credit Analysis, Loans
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
Master of Business Administration (M.B.A.), Finance
William & Mary 1994 — 1998
BA, Economics
Woodstock International School
Citi September 2015 - Present
JPMorgan Chase & Co. September 2014 - August 2015
APG Asset Management May 2010 - June 2012
Bank of America November 2009 - April 2010
ABN AMRO Incorporated April 2007 - February 2009
ABN AMRO Bank N.V. August 1999 - October 2005
Skills
Fixed Income, Banking, Investment Banking, Credit Risk, Commercial Banking, Derivatives, Capital Markets, Portfolio Management, Credit, Financial Risk, Private Banking, Financial Markets, Credit Analysis, Loans
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
Master of Business Administration (M.B.A.), Finance
William & Mary 1994 — 1998
BA, Economics
Woodstock International School
Geoffrey Culm's ABN AMRO Incorporated Experience 1997 - 1999
Job Senior Vice President at Banc of America Public Capital Corp Energy Services
Industry Banking
Experience
Banc of America Public Capital Corp - Energy Services 2005 - Present
All American investment group 1999 - 2005
ABN AMRO Incorporated 1997 - 1999
ABN AMRO Bank N.V. 1996 - 1996
ABN AMRO / LaSalle Bank 1992 - 1996
Skills
Loans, Banking, Finance, Commercial Lending, Credit Analysis, Credit, Commercial Banking, Structured Finance, Capital Markets, Asset Based Lending, Financial Structuring, Investment Banking, Loan Origination, Corporate Finance, Portfolio Management, Strategic Planning, Financial Analysis
Education
Illinois Institute of Technology 2001 — 2005
MS Finance, Finance
University of Notre Dame 1988 — 1992
BBA, Finance and Theology
St. Viator High School
Virginia Lake
Banc of America Public Capital Corp - Energy Services 2005 - Present
All American investment group 1999 - 2005
ABN AMRO Incorporated 1997 - 1999
ABN AMRO Bank N.V. 1996 - 1996
ABN AMRO / LaSalle Bank 1992 - 1996
Skills
Loans, Banking, Finance, Commercial Lending, Credit Analysis, Credit, Commercial Banking, Structured Finance, Capital Markets, Asset Based Lending, Financial Structuring, Investment Banking, Loan Origination, Corporate Finance, Portfolio Management, Strategic Planning, Financial Analysis
Education
Illinois Institute of Technology 2001 — 2005
MS Finance, Finance
University of Notre Dame 1988 — 1992
BBA, Finance and Theology
St. Viator High School
Virginia Lake
Lauren Mermel Sigman's ABN AMRO Incorporated Experience September 2005 - August 2008
Job Director, OPEN Cobrand Product Management at American Express
Industry Financial Services
Experience
American Express April 2014 - Present
American Express March 2012 - April 2014
American Express July 2010 - March 2012
American Express May 2009 - August 2009
ABN AMRO Incorporated September 2005 - August 2008
ABN AMRO Incorporated August 2003 - August 2005
Skills
Financial Modeling, Product Management, Competitive Analysis, Business Development, Cross-functional Team..., Market Analysis, Business Process..., Marketing, E-commerce, Leadership
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Marketing, Finance, Strategy
Cornell University 1999 — 2003
BS, Applied Economics and Management
American Express April 2014 - Present
American Express March 2012 - April 2014
American Express July 2010 - March 2012
American Express May 2009 - August 2009
ABN AMRO Incorporated September 2005 - August 2008
ABN AMRO Incorporated August 2003 - August 2005
Skills
Financial Modeling, Product Management, Competitive Analysis, Business Development, Cross-functional Team..., Market Analysis, Business Process..., Marketing, E-commerce, Leadership
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Marketing, Finance, Strategy
Cornell University 1999 — 2003
BS, Applied Economics and Management
David Perlman's ABN AMRO Incorporated Experience March 1998 - March 1999
Job
Industry Financial Services
Experience
West End Advisory Associates, LLC August 2012 - Present
Kent Lane Advisors LLC September 2012 - Present
Fieldstone Private Capital Group, Inc. September 1999 - August 2012
ABN Amro Incorporated March 1998 - March 1999
Salomon Brothers Inc March 1992 - January 1998
Commercial Union Capital Corp. January 1989 - March 1992
Putnam, Hayes and Bartlett June 1988 - January 1989
The First Boston Corporation December 1986 - January 1988
The First Boston Corporation June 1982 - December 1986
Skills
Project Finance, Investment Banking, Valuation, Financial Modeling, Energy, Deal Structuring, Renewable Energy, Alternative Energy, Wind, Solar, Biomass, Emerging Markets, Financial Structuring, Solar Energy, Structured Finance, Venture Capital, Negotiation, Due Diligence, Private Equity, Corporate Finance, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1978 — 1980
MBA
Yale University 1971 — 1978
MPhil, Mathematics
Yale University 1966 — 1970
BA, Mathematics
Long Branch HS 1962 — 1966
West End Advisory Associates, LLC August 2012 - Present
Kent Lane Advisors LLC September 2012 - Present
Fieldstone Private Capital Group, Inc. September 1999 - August 2012
ABN Amro Incorporated March 1998 - March 1999
Salomon Brothers Inc March 1992 - January 1998
Commercial Union Capital Corp. January 1989 - March 1992
Putnam, Hayes and Bartlett June 1988 - January 1989
The First Boston Corporation December 1986 - January 1988
The First Boston Corporation June 1982 - December 1986
Skills
Project Finance, Investment Banking, Valuation, Financial Modeling, Energy, Deal Structuring, Renewable Energy, Alternative Energy, Wind, Solar, Biomass, Emerging Markets, Financial Structuring, Solar Energy, Structured Finance, Venture Capital, Negotiation, Due Diligence, Private Equity, Corporate Finance, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1978 — 1980
MBA
Yale University 1971 — 1978
MPhil, Mathematics
Yale University 1966 — 1970
BA, Mathematics
Long Branch HS 1962 — 1966
Tina Barjon's ABN AMRO Incorporated Experience October 2001 - September 2009
Job Compliance Officer at Standard Chartered Bank
Industry Banking
Experience
Standard Chartered Bank September 2009 - Present
ABN AMRO Bank 1999 - Present
ABN AMRO Incorporated October 2001 - September 2009
Education
Queens College
Standard Chartered Bank September 2009 - Present
ABN AMRO Bank 1999 - Present
ABN AMRO Incorporated October 2001 - September 2009
Education
Queens College
Jason Lefkowitz's ABN AMRO Incorporated Experience July 2006 - December 2006
Job Director at Dynamex Trading LLC
Industry Financial Services
Experience
Dynamex Trading LLC November 2013 - Present
S3 Partners December 2012 - September 2013
WallachBeth Capital LLC January 2010 - December 2012
Royal Bank of Scotland (Previously ABN AMRO Inc.) December 2006 - September 2009
ABN AMRO Incorporated July 2006 - December 2006
Bear Stearns &Co. Inc August 2004 - July 2006
J.P. Morgan Chase & Co. August 2001 - August 2004
Skills
Options, Derivatives, Equity Derivatives, Trading, Equities, Swaps, ETFs, Equity Trading, Prime Brokerage, Hedge Funds, Structured Products, Alternative Investments, Bloomberg, Trading Strategies, Equity Research
Education
State University of New York at Albany 1997 — 2001
Bachelor's degree, Economics / Business Administration
Dynamex Trading LLC November 2013 - Present
S3 Partners December 2012 - September 2013
WallachBeth Capital LLC January 2010 - December 2012
Royal Bank of Scotland (Previously ABN AMRO Inc.) December 2006 - September 2009
ABN AMRO Incorporated July 2006 - December 2006
Bear Stearns &Co. Inc August 2004 - July 2006
J.P. Morgan Chase & Co. August 2001 - August 2004
Skills
Options, Derivatives, Equity Derivatives, Trading, Equities, Swaps, ETFs, Equity Trading, Prime Brokerage, Hedge Funds, Structured Products, Alternative Investments, Bloomberg, Trading Strategies, Equity Research
Education
State University of New York at Albany 1997 — 2001
Bachelor's degree, Economics / Business Administration
Kelley Hebert's ABN AMRO Incorporated Experience 2003 - 2008
Job Managing Director at RBS
Industry Banking
Experience
RBS Corporate & Institutional Banking 2008 - Present
ABN AMRO Incorporated 2003 - 2008
Swiss Re / Fox-Pitt, Kelton 2000 - 2003
Citi 1994 - 2000
Citi 1991 - 1994
Citi 1988 - 1991
Skills
Credit Risk, Capital Markets, Structured Finance, Asset Management, Financial Services, Financial Institutions, Derivatives, Hedging, ALM, Securitization, Financial Modeling
Education
University of California, Davis
BA, International Relations and Spanish, Honors
University of Washington, Michael G. Foster School of Business
MBA, Finance
RBS Corporate & Institutional Banking 2008 - Present
ABN AMRO Incorporated 2003 - 2008
Swiss Re / Fox-Pitt, Kelton 2000 - 2003
Citi 1994 - 2000
Citi 1991 - 1994
Citi 1988 - 1991
Skills
Credit Risk, Capital Markets, Structured Finance, Asset Management, Financial Services, Financial Institutions, Derivatives, Hedging, ALM, Securitization, Financial Modeling
Education
University of California, Davis
BA, International Relations and Spanish, Honors
University of Washington, Michael G. Foster School of Business
MBA, Finance
Richard Messina's ABN AMRO Incorporated Experience 2000 - 2004
Job Vice President/Head of Investment Product Management at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial December 2012 - Present
Merrill Lynch Wealth Management November 2009 - December 2012
Banc of America Investments October 2004 - November 2009
ABN AMRO Incorporated 2000 - 2004
UBS Securities LLC 1993 - 1999
Shearson Lehman Brothers Inc. 1989 - 1993
Salomon Brothers, Inc. 1983 - 1989
Skills
Equities, Series 7, Fixed Income, Investments, Investment Banking, Trading, Risk Management, Series 63, Asset Allocation, Mutual Funds, Executive Management, Wealth Management, Trading Systems, Financial Markets, Series 24, Asset Management, FINRA, Options, Origination, Asset Managment, Debt, Asset, Unified Managed Accounts, Series 53, Series 52, Series 27, Exchange Traded Products
Education
Central Connecticut State University 1978 — 1982
Bachelor of Science, Business Administration and Marketing
E*TRADE Financial December 2012 - Present
Merrill Lynch Wealth Management November 2009 - December 2012
Banc of America Investments October 2004 - November 2009
ABN AMRO Incorporated 2000 - 2004
UBS Securities LLC 1993 - 1999
Shearson Lehman Brothers Inc. 1989 - 1993
Salomon Brothers, Inc. 1983 - 1989
Skills
Equities, Series 7, Fixed Income, Investments, Investment Banking, Trading, Risk Management, Series 63, Asset Allocation, Mutual Funds, Executive Management, Wealth Management, Trading Systems, Financial Markets, Series 24, Asset Management, FINRA, Options, Origination, Asset Managment, Debt, Asset, Unified Managed Accounts, Series 53, Series 52, Series 27, Exchange Traded Products
Education
Central Connecticut State University 1978 — 1982
Bachelor of Science, Business Administration and Marketing
Adam Callans's ABN AMRO Incorporated Experience July 2006 - September 2007
Job Director Asset Management at Equity Commonwealth
Industry Real Estate
Experience
Equity Commonwealth July 2014 - Present
ST Residential April 2010 - June 2014
ORIX Real Estate Capital, Inc. September 2007 - March 2009
ABN AMRO Incorporated July 2006 - September 2007
Skills
Due Diligence, Financial Modeling, Valuation, Asset Management, Corporate Finance, Mergers & Acquisitions, Portfolio Management, Private Equity, Real Estate Economics, Investments, Forecasting, Real Estate, Financial Structuring, Structured Finance, Commercial Real Estate, Real Estate Transactions, Accounting, Equities, Loans, Acquisitions, Joint Ventures, Loan Origination
Education
Cornell University 2002 — 2006
BS, Real Estate Finance, Hotel Finance
Equity Commonwealth July 2014 - Present
ST Residential April 2010 - June 2014
ORIX Real Estate Capital, Inc. September 2007 - March 2009
ABN AMRO Incorporated July 2006 - September 2007
Skills
Due Diligence, Financial Modeling, Valuation, Asset Management, Corporate Finance, Mergers & Acquisitions, Portfolio Management, Private Equity, Real Estate Economics, Investments, Forecasting, Real Estate, Financial Structuring, Structured Finance, Commercial Real Estate, Real Estate Transactions, Accounting, Equities, Loans, Acquisitions, Joint Ventures, Loan Origination
Education
Cornell University 2002 — 2006
BS, Real Estate Finance, Hotel Finance
David DiPrima's ABN AMRO Incorporated Experience 2006 - 2008
Job Manager Finance at TCF Inventory Finance, Inc.
Industry Banking
Experience
TCF Inventory Finance, Inc. October 2010 - Present
Royal Bank of Scotland NV 2008 - 2010
ABN Amro Incorporated 2006 - 2008
ABN Amro Incorporated 2004 - 2006
ABN Amro Incorporated 2000 - 2004
ABN Amro Incorporated 1999 - 2000
ABN Amro Incorporated 1998 - 1999
ICI Paints January 1990 - January 1998
Education
DePaul University
MBA, Finance
University of Illinois at Urbana-Champaign
B.S, Liberal Arts
TCF Inventory Finance, Inc. October 2010 - Present
Royal Bank of Scotland NV 2008 - 2010
ABN Amro Incorporated 2006 - 2008
ABN Amro Incorporated 2004 - 2006
ABN Amro Incorporated 2000 - 2004
ABN Amro Incorporated 1999 - 2000
ABN Amro Incorporated 1998 - 1999
ICI Paints January 1990 - January 1998
Education
DePaul University
MBA, Finance
University of Illinois at Urbana-Champaign
B.S, Liberal Arts
Kathleen Johanson's ABN AMRO Incorporated Experience April 1995 - June 1999
Job First Vice President at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. February 2013 - Present
Raymond James Morgan Keegan April 2012 - February 2013
Morgan Keegan May 2000 - April 2012
Suntrust Equitable Securities June 1999 - April 2000
ABN AMRO, Incorporated April 1995 - June 1999
Morgan Keegan April 1989 - April 1995
Skills
Series 7, Equities, Securities, Series 63, Fixed Income, Mutual Funds, Investments, Hedge Funds, Bloomberg, Asset Management, Portfolio Management, Capital Markets, Alternative Investments, Banking, Bonds, FINRA, Investment Banking, Relationship Management, Series 24, Valuation, Trading Systems, Trading
Education
Iona College 1985 — 1991
M.B.A, Financial Management
SUNY Oneonta 1979 — 1983
B.S., Business-Economics
Raymond James Financial Inc. February 2013 - Present
Raymond James Morgan Keegan April 2012 - February 2013
Morgan Keegan May 2000 - April 2012
Suntrust Equitable Securities June 1999 - April 2000
ABN AMRO, Incorporated April 1995 - June 1999
Morgan Keegan April 1989 - April 1995
Skills
Series 7, Equities, Securities, Series 63, Fixed Income, Mutual Funds, Investments, Hedge Funds, Bloomberg, Asset Management, Portfolio Management, Capital Markets, Alternative Investments, Banking, Bonds, FINRA, Investment Banking, Relationship Management, Series 24, Valuation, Trading Systems, Trading
Education
Iona College 1985 — 1991
M.B.A, Financial Management
SUNY Oneonta 1979 — 1983
B.S., Business-Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY