Bank Julius Baer
Industry: Private banking company
DescriptionJulius Bär Group AG, known alternatively as Julius Baer Group Ltd., is a Swiss multinational private bank founded and based in Switzerland. Headquartered in Zürich, it is one of the oldest and largest Swiss banking institutions usually noted among fellow banks UBS and Credit Suisse. AUM: CHF 254 billion (2013) CEO: Bernhard Hodler (Nov 27, 2017–) Headquarters: Zürich, Switzerland Founder: Julius Bär Founded: 1890, Zürich, Switzerland Subsidiaries: Bank Julius Baer (Singapore) Ltd.,
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Bank Julius Baer Employees
Susan Ochsner Real Estate Real Estate AgentSea Pines Real EstateNovember 2009 - Present
Multiple Listing Service 2008 - Present
Hilton Head Area Association of Realtors HHAAOR 2008 - Present
Womenoncall.org September 2009 - April 2010
Bank Julius Baer August 1990 - September 1992
UBS 1986 - 1990
Skills
Referrals, Sellers, Investment Properties, Real Estate, Foreclosures, Short Sales, Mortgage Lending, Investments, Marketing, Buyer Representation, Buyers, Property, Disposition, Selling, Single Family Homes, Real Estate Transactions, New Homes, Luxury, First Time Home Buyers, Condos, Property Management, Investors, Home Staging, Commercial Real Estate, FHA, Listings, Relocation, Rentals, Residential Homes, Vacation Homes, Resellers, Leases, Real Estate Economics, Brokerage, New Home Sales, REO, Townhomes, Real Property, HUD, Real Estate Development, Seniors
Education
University of South Carolina - Darla Moore School of Business 1978 — 1982
MBA, Economics, Marketing
Navesink Wealth Management March 2015 - Present
Darien Athletic Foundation, Inc October 2012 - Present
CRT Capital Group December 2012 - August 2014
TD Bank Group May 2011 - November 2012
Morgan Stanley Investment Management April 2010 - May 2011
UniCredit Markets & Investment Banking July 2007 - March 2010
Prudential Financial July 2003 - July 2007
Bank Julius Baer April 1999 - July 2003
Credit Agricole April 1998 - April 1999
Lehman Brothers October 1992 - April 1998
Skills
Institutional Sales, Relationship Management, Foreign Exchange, Emerging Markets, Hedge Funds, FINRA, Treasury, High Frequency, Global Sales, Business Development, Managing Key Accounts, Alternative Investments, Asset Management, Bloomberg, Electronic Trading, Equities, FX Options, FX trading, Financial Markets, Fixed Income, High Frequency Trading, Trading, Capital Markets, Management, Financial Services, Investments, Portfolio Management
Education
University of Notre Dame 1985 — 1990
BA, Management
Citi May 2006 - November 2013
Citi May 2006 - November 2013
Morgan Stanley January 2005 - April 2006
Bank Julius Baer July 2004 - January 2005
US Trust Company US Trust Technology and Support July 2000 - June 2004
Charles Schwab & Co., Inc January 1999 - July 2000
Smith Barney Inc April 1995 - January 1999
Skills
Fixed Income, Banking, Portfolio Management, Equities, Capital Markets, Credit, Derivatives, Financial Services, Loans, Risk Management, Investments, Hedge Funds, Financial Modeling, Credit Risk
Education
Nassau Community College
Business Administration
St. John's University
Sullivan County Community College
Completed Credits toward BA Degree, Business Administration, Management and Operations
UBS Financial Services Inc. UBS Wealth Management April 2005 - Present
Bank Julius Baer November 2000 - April 2005
MultiPlan, Inc. Healthcare June 1992 - November 2000
HSBC, Midland Bank, Bank of East Asia January 1990 - March 1992
Education
Brooklyn College New York
The Hong Kong Polytechnic University
The Institute of Bankers UK
Bank Hapoalim January 1999 - Present
Bank Julius Baer 1994 - 1998
Atlantic Bank of New York 1979 - 1994
Skills
Employee Relations, Human Resources, HRIS, Recruiting, Personnel Management, Financial Services, Onboarding, Management, Administration, Program Management, CRM, Career Development, Talent Management, Management Consulting, Analysis, Compensation & Benefit, Succession Planning, System Administration, Compensation & Benefits, Banking, Financial Risk, Performance Management
Education
Brooklyn College
Bachelor of Arts (B.A.), Education
Queens College
MA, Early Childhood Education and Teaching
Trilogy Global Advisors, LP 2005 - Present
Bank Julius Baer October 1999 - March 2003
ABN AMRO Bank N.V. June 1993 - October 1998
HSBC 1985 - 1993
Skills
Bloomberg, Options, Asset Management, Equity Trading, Trading, Electronic Trading, Hedge Funds, Equities, Series 7, Capital Markets, Investments, Equity Research, Trading Systems, Derivatives, Portfolio Management, Fixed Income, Emerging Markets, Financial Analysis, Alternative Investments, Financial Modeling, Valuation, Structured Products, Financial Markets, Securities, ETFs, Proprietary Trading, Investment Strategies, Bonds
Education
Pace University
WPHS
Broward College November 2011 - Present
Pamela Stephany LLC 2006 - Present
Florida Prepaid Scholarship 2008 - 2010
Credit Suisse Private Advisors 2004 - 2005
Bank Julius Baer 1996 - 2004
Bank of Boston 1983 - 1994
Deak Perera 1978 - 1982
Skills
Board of Directors, Investment/Portfolio..., Multi jurisdiction/..., Investment Strategies, Investments, Banking, Business Strategy, Private Equity, Strategic Planning, Business Development, Risk Management, Non-profits, Venture Capital, Fundraising, Strategic Financial..., Public Speaking, Estate Planning, Wealth Management, Financial Analysis, Asset Management, Small Business, Budgets, Due Diligence, Analysis, Investment Management, Start-ups, New Business Development, Nonprofits, Financial Services, Hedge Funds, Corporate Finance, Investment Advisory, Economics, Executive Management, Finance, Business Planning, Leadership Development, Strategy, Valuation, Portfolio Management, Mergers & Acquisitions, Entrepreneurship, Alternative Investments, Management, Marketing, Management Consulting, Negotiation, Leadership, Asset Allocation, Emerging Markets
Education
Harvard Business School, Executive Education - Corporate Governance 2013 — 2013
Georgetown University 1975 — 1978
Bachelor's Degree, International Economics and Business - School of Foreign Service
Nile Capital Group LLC Product SpecialistPinnacle AssociatesJanuary 2015 - Present
ARTIO GLOBAL October 2010 - June 2013
Bank Julius Baer January 2007 - October 2010
Bank Julius Baer June 2005 - January 2007
Bank Julius Baer March 1998 - June 2005
Oppenheimer & Co. Inc. August 1996 - March 1998
Charles Schwab September 1995 - April 1996
Skills
Equities, Fixed Income, Bloomberg, Alternative Investments, Hedge Funds, Investment Management, Equity Research, Asset Allocation, Asset Management, Options, Wealth Management, Series 7, Investment Advisory, Performance Attribution, Equity Trading, Capital Markets, Hedging, Securities, Financial Modeling, FINRA, Institutional..., Mutual Funds, Series 63, Investment Strategies, Electronic Trading, Private Equity, ETFs, Equity Valuation, Derivatives, Trading Systems, Portfolio Management, Investment Banking, Valuation, Middle Office, Chartered Financial..., Bonds, Investments, Emerging Markets, Bloomberg Terminal, Trading, Equity Derivatives, Financial Markets, Credit Derivatives, Investor Relations, Financial Services
Education
Siena College 1991 — 1995
Bachelor of Arts (B.A.), History
Siena College
BNP Paribas January 2008 - Present
BNP Paribas November 2000 - January 2008
Bank Julius Baer November 1996 - November 2000
PARIBAS June 1992 - November 1996
Skills
Investment Banking, Program Management, Risk Management, Structured Finance, Analysis, Banking, AML, Business Analysis, Project Management, Capital Markets, Information Technology, Credit Risk, Financial Risk, SQL, Structured Products, Asset Managment, Requirements Analysis, Corporate Finance, Securities, Operational Risk, Settlement, Software Project..., Hedge Funds, Trading Systems, Financial Analysis, Back Office, Operational Risk..., Middle Office, Change Management, Financial Markets, Governance, FX Options, PMO, Asset Management, Sybase, Trade Finance, Project Portfolio...
Education
New York University
Saint Petersburg State Institute of Technology (Technical University)
MS, Engineering, Computer Sciences
Sala Associates LLC 2007 - Present
Bear Stearns Asset Management 2007 - 2008
Paloma Partners Management Co. 2002 - 2007
Goldman Sachs 1998 - 2002
Salomon Brothers 1996 - 1998
Bank Julius Baer 1991 - 1996
Credit Commercial de France 1988 - 1991
Arthur Andersen & Co. 1986 - 1988
Skills
Asset Managment, Hedge Funds, Alternative Investments, Investments, Trading, Investment Management, Securities, Fund Of Funds, Start-ups, Asset Management, Equities, Finance, Private Equity, Due Diligence, Corporate Finance, Valuation, Accounting, Capital Markets, Financial Modeling, Management Consulting, Derivatives, Executive Management, Fixed Income, Internal Controls, Investor Relations, Venture Capital, Investment Banking, Options, Financial Markets, FX Options, Emerging Markets, Portfolio Management, Financial Analysis, Financial Services, Middle Office, Strategic Financial..., Risk Management, Investment Strategies, Restructuring, Financial Structuring, IPO, Funding, Mutual Funds, Structured Finance, Asset Allocation, Investment Advisory, Bonds, Business Valuation, Trading Systems, Commodity
Education
Fordham Gabelli School of Business 1990 — 1993
MBA
Saint John's University 1982 — 1986
BS, Accounting
Erik Liik and Associates August 2012 - Present
Poliwogg January 2014 - May 2015
Teucrium Trading LLC January 2013 - June 2013
FocusShares March 2007 - July 2012
American Stock Exchange January 2001 - July 2006
Funds Distributor Inc. January 1996 - December 2000
Bank Julius Baer 1993 - 1995
Skills
Alternative Investments, Asset Managment, Asset Allocation, Commodity, Mutual Funds, ETFs, Options, Sales Management, Strategic Planning, Problem Solving, Market Planning, Investments, Equities, Closed-end Funds, Investment Banking, Series 7, Separately Managed..., Equity Research, Asset Management, Private Equity, Finance, Derivatives, Equity Derivatives, Series 63, Fixed Income, FINRA, Securities, Unit Investment Trusts, Financial Services, Emerging Markets, Hedge Funds, Investment Strategies, Equity Trading, Bonds, Investment Management, Funding, Market Making, Electronic Trading, Financial Markets, Capital Markets, Portfolio Management, Wealth Management, Trading Systems, Bloomberg, Financial Advisory, FX Options, Investment Advisory, Financial Structuring, Prime Brokerage, Series 24
Education
The New School for Social Research 1978 — 1979
Ramapo College of New Jersey 1975 — 1978
BS
R Squared Capital Management January 2015 - Present
Artio Global Investors June 2008 - May 2013
Julius Baer Investment Mgmt. October 2004 - June 2008
Bank Julius Baer 1999 - 2004
Bank Julius Baer 1995 - 1999
Bank Julius Baer 1994 - 1995
Financial Times 1990 - 1993
Financial Times 1988 - 1990
Financial Times 1987 - 1988
Education
Stony Brook University 1982 — 1986
BA, Psychology
Monroe-Woodbury SHS
BBVA January 2014 - Present
HSBC Securities (USA) Inc. February 2010 - January 2014
HSBC Securities (USA) Inc. January 2008 - February 2010
HSBC Securities (USA) Inc. February 2005 - January 2008
Bank Julius Baer September 2002 - February 2005
UBS Financial Services May 2000 - September 2002
National Securities Clearing Corp. April 1998 - May 2000
National Securities Clearing Corp. February 1997 - April 1998
The Bank of New York November 1995 - February 1997
Skills
Bloomberg, Excel, Greek, Fixed Income, Derivatives, Equities, Credit, FX, Capital Markets, Credit Risk, Structured Products, Banking, Asset Management, Wealth Management, Risk Management, Credit Analysis, Securities, Risk, Financial Analysis, Alternative Investments, Cash Management, Financial Markets, Investments, Financial Services, Trading, FX Options, Microsoft Excel, Financial Risk, Hedge Funds, Bonds, Finance, Structured Finance, Loans, Investment Banking, Relationship Management, Latin American Business, Private Banking
Education
New York University 1998 — 1999
Certificate, Credit Analysis
St. John's University 1990 — 1994
Bachelor of Science, Finance
Credit Suisse Securities (USA) LLC May 2012 - Present
Swiss Asset Advisors, LLC July 2008 - May 2012
Credit Suisse Private Advisors January 2004 - June 2008
Bank Julius Baer June 2001 - December 2004
Royal Bank of Canada November 1998 - June 2001
Skills
Private Banking, Family Office, Wealth Management, Global Private Banking, High Net Worth..., Financial Services, Wealth Management..., Relationship Management, Investments, Investment Advisory, Hedge Funds, Private Equity, Alternative Investments, Portfolio Management
Education
University of Ottawa 1987 — 1991
Business, Major: Marketing Minor: International Business
Bank of America August 2013 - Present
Bank Julius Baer February 2008 - September 2012
Goldman Sachs April 2005 - January 2008
Deutsche Bank September 2003 - March 2005
Silicon Dot com Technologies September 2002 - August 2003
Skills
Sybase, Investment Banking, Business Analysis, SQL, Software Project..., Private Banking, SDLC, Requirements Analysis, Requirements Gathering, User Acceptance Testing, Banking, Databases, Analysis, PL/SQL, Project Management, Management, Vendor Management
Education
Bangalore University 1998 — 2002
Bachelor of Engineering (B.E.), Electrical & Electronics
Backstop Solutions Group December 2014 - Present
Interactive Data June 2012 - March 2014
Fitch Solutions January 2010 - September 2012
CME Group (CMA) 2007 - 2010
Credit Market Analysis April 2007 - September 2009
GFI Group Inc. 2003 - 2007
eSpeed, Inc. October 2004 - March 2005
International Financial Systems (IFS) September 1999 - October 2001
Bank Julius Baer 1997 - 1999
Julius Baer 1997 - 1999
Skills
Strategic Partnerships, Equities, Fixed Income, Financial Markets, Risk Management, FX Options, VAR, Derivatives, Sales, Market Data, Hedge Funds, Trading Systems, Venture Capital, Trading, Capital Markets, Portfolio Management, Electronic Trading, Asset Management, Cross-functional Team..., Enterprise Software, Prime Brokerage
Education
Fordham University 1988 — 1989
MA, Economics
Boston College 1983 — 1985
BS, Finance
State University of New York College at Oswego 1981 — 1983
State University of New York College at Oswego 1981 — 1983
MakinSense Babe LLC - The MSB Cheat Sheet December 2013 - Present
GAM December 2005 - May 2013
Bank Julius Baer 2000 - 2005
Meritus Research January 2000 - May 2001
Skills
Asset Management, Investment Strategies, Hedge Funds, Asset Allocation, Asset Managment, Investment Management, Fund Of Funds, Investment Advisory, Pension Funds, Institutional..., Alternative Investments
Education
University of California, Berkeley 1995 — 1999
BA, Haas School of Business
Deutsche Bank February 2009 - Present
US Trust Company March 2006 - February 2009
Bank Julius Baer April 1998 - March 2006
Skills
Foreign Exchange, Derivatives, Sales, Public Speaking, Managerial Skills, Systems implementation, Capital Markets, Asset Management, Hedge Funds, Options, Structured Products, Business Strategy, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2000 — 2004
Master of Business Administration (MBA), Finance, General
The Johns Hopkins University 1983 — 1987
Bachelor of Arts (BA), Mathematics
Crédit Agricole CIB February 1998 - January 2015
Bank Julius Baer May 1989 - January 1998
Skills
Sybase, .NET, VB.NET, VBA, ASP.NET, XML, Microsoft SQL Server, Perl, Microsoft Office, Microsoft Project, Visual Basic, HTML, Unix, Crystal Reports, Functional Testing, Product Management, Product Support, SDLC, Vendor Management, Vendor Relationship..., Third Party Vendor..., Data Analysis, Data Migration, Customer Presentations, Business Analysis, Visio, Web Applications, Databases, Database Design
Education
New York University
Network Technology - Certificate, Computer Systems Networking and Telecommunications
Columbia University in the City of New York
Computer Technology and Applications Program - Certificate, Computer Technology/Computer Systems Technology
Universidad San Ignacio de Loyola
Analista Programadora - PECI, Computer Programming/Programmer, General
Learning Tree International
Eurasia Group June 2014 - Present
Covepoint Capital Advisors June 2006 - June 2013
Bank Julius Baer November 2002 - December 2005
AIG Trading Group June 1997 - September 2002
International Media Partners September 1994 - June 1997
Columbia University in the City of New York June 1989 - June 1994
Skills
Global Macro, Currency, Emerging Markets, Asset Management, International Political..., History, Teaching, Writing, Journalism, Economics
Education
Columbia University in the City of New York 1981 — 1994
B.A; M.A; M.Phil, Modern European History
The Bowerman Group October 2009 - Present
U.S. Department of Homeland Security 2005 - 2009
Bank Julius Baer 1997 - 2003
Barclays Bank 1989 - 1996
Fidelity Investments 1986 - 1989
Skills
Administration, Excel, Microsoft Excel, Asset Managment, Recruiting, Risk Management, Banking, Finance, Process Improvement, Vendor Management, Project Management, Change Management, Operations Management, Credit, Microsoft Office, Lotus Notes, Financial Services, Relationship Management, Team Building, Analysis, Strategic Planning, Coaching
Education
Boston University 2009 — 2009
Certificate, Paralegal Studies
University of Maine 1981 — 1985
Bachelor of Science, Business Administration - Finance
Sustainable Energy Resource Partners, LLC July 2012 - Present
Sustainable Energy Resource Partners, LLC July 2012 - Present
The University of Denver August 2010 - June 2012
Weston Volunteer Fire Department December 2008 - December 2009
Lighthouse Partners 2007 - 2008
Commonfund 2003 - 2007
Bear Stearns Asset Management 1999 - 2003
Bank Julius Baer 1996 - 1999
GFI Group/Prebone Yamane 1993 - 1996
U.S. Trust Company 1987 - 1993
Skills
Sustainability, Renewable Energy, Energy, Asset Management, Endowments, Energy Efficiency
Education
University of Denver 2010 — 2012
Master Applied Science, Environmental Policy & Management/Renewable Energy
Providence College 1982 — 1987
BA
The Children's Place June 2014 - Present
New York Daily News April 2012 - June 2014
NY Daily News July 2008 - April 2012
NY Daily News January 2005 - July 2008
Bank Julius Baer February 2004 - January 2005
Skills
Data Center, Virtualization, VMware, Disaster Recovery, Solaris, High Availability, Integration, SAN, Unix, Enterprise Architecture, Storage, Red Hat Linux, NAS, Cloud Computing, EMC Storage, NetApp, Microsoft SQL Server, Servers, Infrastructure, Vendor Management, Linux, Firewalls, Project Management, IT Management, System Administration, Solution Architecture, Network Security, Cisco Technologies, Oracle, Security, Veritas Storage..., IT Strategy, Business Continuity, Team Leadership, Windows Server, Netbackup, Information Security, IT Operations, Storage Area Networks, Windows, IT Service Management, Active Directory, Operating Systems, Requirements Analysis, ITIL
Education
Columbia University in the City of New York 2012 — 2013
Master's Degree, Technology Management, 3.87/4.0
City University of New York-Brooklyn College 1995 — 2000
BS, Computer and Information Science
QBE January 2010 - Present
Zingara 2009 - 2010
Stanford Graduate School of Business 2006 - 2008
MGM (Metro-Goldwyn-Mayer) June 2007 - August 2007
UBS 2005 - 2006
Credit Suisse 2003 - 2005
Bank Julius Baer 2002 - 2003
American Express 2000 - 2002
Skills
Business Strategy, Mergers, Strategic Planning, New Business Development, Business Analysis, Change Management, Relationship Management, Negotiation, Strategy, Management, Business Development, Mergers & Acquisitions, Start-ups, Marketing Strategy, Finance, Analysis, Marketing, Business Planning, Collaborative Problem..., Financial Modeling, Leadership, Innovation Consulting, Product Management, CRM, Value Propositions
Education
Stanford University Graduate School of Business 2006 — 2008
MBA
Brown University 1996 — 2000
B.A.
Universidad de Salamanca 1995 — 1996
Diploma de Estudios Hispanicos
American School of Paris 1991 — 1995
High School
Mark My Media January 2011 - January 2014
Mantara August 2009 - January 2011
Matrix USA, LLC March 2008 - April 2009
Mellon Investor Services January 2006 - July 2007
Mellon Investor Services September 2005 - July 2007
E*Trade Financial October 2003 - September 2005
Bank Julius Baer November 1996 - March 2003
Spear Leeds & Kellogg 1993 - 1996
Best Products February 1992 - February 1993
RCG Information Technology November 1990 - February 1992
Skills
Financial Reporting, Treasury Management, Project Management, Transfer Pricing, Wealth Management..., Equities, Financial Analysis, Securities, Investments, Capital Markets, Risk Management, Options, Finance, Asset Management, Bloomberg, Management, Accounting, Equity Trading, Venture Capital, Trading Systems, Hedge Funds, Financial Markets, Financial Modeling, Leadership, Banking, Analytics, Financial Services, Portfolio Management, Process Improvement, Private Equity, Strategic Planning, CRM, Fixed Income, Mergers & Acquisitions, Derivatives, Valuation, Investment Banking, Trading, Series 7, Mutual Funds
Education
IMD (International Institute for Management Development) - Business Programs 2001 — 2001
Post Graduate Certificate
Dowling College 1992 — 1993
M.B.A.
Manhattan College 1985 — 1990
B.S.
Cathedral Prep 1981 — 1985
PwC May 2015 - Present
Zurich Insurance Group December 2014 - April 2015
Zurich Insurance Group February 2013 - December 2014
Zurich Financial Services October 2010 - December 2014
Zurich Financial Services March 2009 - October 2010
American General Finance September 2004 - February 2009
Bank Julius Baer 1999 - 2004
Skills
Information Security..., Information Security, Security, CISSP, Disaster Recovery, IT Audit, PCI DSS, Business Continuity, Risk Management, CISM, GLBA, IT Strategy, Computer Security, Governance, Network Security, Information Technology, Vulnerability Management, Application Security, Vulnerability Assessment, IT Management, Security Awareness, Penetration Testing, Security Architecture..., IT Risk Management, Security Audits, Identity Management, Data Security, Risk Assessment, Strategy, Data Privacy, Enterprise Architecture, Security Policy, Business Continuity..., Data Center, Information Security..., IT Service Management, Computer Forensics, Vendor Management, Infrastructure Security, IT Operations, Incident Management, DLP, NIST, Firewalls, SDLC, Information Assurance, Security Management, Cloud Security, Encryption, PKI
Education
Columbia University in the City of New York 2003 — 2004
Baylor University - Hankamer School of Business 1994 — 1998
BBA
TekPartners June 2007 - Present
Customized Apps, Inc. March 2007 - Present
Robert Half International May 2006 - May 2007
Bank Julius Baer October 2001 - March 2006
Education
Muhlenberg College 2004 — 2005
Monterey Peninsula College 1996 — 2002
AA, Foreign Language
Defense Language Institute 1995 — 1997
Diploma, Arabic Language
Brick Computer Science Institute 1989 — 1990
Certificate, Computer Science
Mariners Bank 2011 - Present
Banco Industrial de Venezuela December 2009 - April 2011
Connexions Data Inc. June 2007 - December 2009
United Bank for Africa April 1991 - February 2007
Banco Santander Central Hispano 1987 - 1991
NCR 1984 - 1986
Bank Julius Baer 1979 - 1984
Skills
Microsoft SQL Server, Vendor Management, Data Center, IT Strategy, Visio, Servers, PMP, MS Project, Access, Windows, Operating Systems, Management, Testing, Banking, Disaster Recovery, IT Operations, Microsoft Exchange, Risk Management, IT Management, Financial Services, Technical Support
Education
Montclair State University
CIBC World Markets December 2010 - February 2015
Julius Baer Financial Markets May 2005 - November 2010
Julius Baer Financial Markets May 2005 - November 2010
Bank Julius Baer August 1998 - May 2005
AIG Trading Group 1990 - 1998
Coopers & Lybrand September 1988 - May 1990
Skills
Hedge Funds, Derivatives, Equities, Alternative Investments, Fixed Income, Asset Managment, Capital Markets, Structured Products, Options, Portfolio Management, Trading, Financial Markets, Investment Banking, Currency, Commodity, Investments, Bloomberg, Wealth Management, Investment Strategies, Fund Of Funds, Equity Trading, Trading Systems, Private Banking, Electronic Trading, Equity Derivatives, Hedging, Securities, Bonds, Foreign Exchange, Emerging Markets, FX trading, Financial Structuring, Investment Management, Proprietary Trading, Market Risk, Swaps, ETFs, Asset Allocation, Middle Office, Asset Management
Education
City University of New York-Queens College 1985 — 1988
Bachelor of Science (BS), Accounting, 3.7/4.0
Barnes & Noble September 1999 - Present
Inamed July 1996 - August 1999
Bank Julius Baer February 1992 - July 1996
Skills
Sarbanes-Oxley Act, Accounting, Internal Audit, Auditing, Internal Controls, Retail, Financial Reporting, Financial Analysis, SEC filings, US GAAP, Process Improvement, Forecasting, E-commerce, Hyperion Enterprise, Accounts Payable, Accounts Receivable, GAAP
Education
State University of New York College at Oswego 1989 — 1991
BS, Accounting
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
Sokanu November 2012 - Present
Teo Siguenza Architect March 2008 - August 2011
Bank Julius Baer June 1998 - March 2001
JP Morgan Chase June 1997 - June 1998
Standish, Ayer and Wood June 1995 - June 1997
Bankers Trust June 1992 - June 1995
Skills
Portfolio Management, Bonds, Securities, Mutual Funds, Treasury, Strategy, Currency, Asset Managment, Due Diligence, Mergers, Financial Modeling, Strategic Planning, Business Strategy, Entrepreneurship, Project Management, Chartered Financial...
Education
Union College 1988 — 1992
Economics, Economics
London School of Economics 1990 — 1991
Economics, Economics
United Nations Federal Credit Union January 2005 - Present
Bank Julius Baer 2003 - 2005
Temenos May 1999 - June 2003
Education
Annamalai University 1994 — 1998
Personal Asset Management & Philanthropy 1999 - Present
Habitat for Humanity 1999 - 2008
Bank Julius Baer 1990 - 1999
JPMorgan 1985 - 1990
PwC 1976 - 1985
Skills
Risk Management, Banking, Mergers, Asset Managment, Financial Analysis, Governance, Asset Management, Mergers & Acquisitions, Corporate Finance, Portfolio Management, Financial Risk, Equities, Securities, Fixed Income, Investments, Capital Markets, Investment Banking, Financial Services, Alternative Investments, Hedge Funds, Bloomberg, FX Options, Derivatives
Education
City University of New York-Baruch College 1972 — 1976
BBA, Accounting
Credit Agricole October 2013 - Present
Mobile Financial Services - A MasterCard and Telefonica International Joint Venture May 2012 - September 2013
Credit Agricole September 2008 - May 2012
Banco Itaú June 2007 - September 2008
Bank of America, GWIM, Florida May 2005 - July 2007
Bank of America 2005 - 2007
Bank Julius Baer June 2003 - May 2005
Temenos USA Inc July 2001 - June 2003
5Temenos India Pvt. Ltd, September 1998 - July 2001
Skills
Banking, Business Analysis, IT Strategy, IT Management, Business Process, Enterprise Architecture, Mobile Payments, Financial Services, SDLC, Risk Management, Business Intelligence, Core Banking, Software Project..., Internet Banking, Requirements Analysis, Program Management, Vendor Management, Project Management, Software Development, Change Management, Integration, Project Portfolio..., SQL, Team Leadership, Disaster Recovery, Payments, IT Service Management, PMO, Microsoft SQL Server, Data Warehousing, Business Process..., Security, Process Improvement, Requirements Gathering, Business Continuity, IT Operations, SOA, Architecture, Information Security, Project Delivery, Information Security..., Team Management, Solution Architecture, Information Technology, Outsourcing, Data Migration, Visio, Start-ups, Mobile Devices, Management
Education
Madurai Kamaraj University 1993 — 1997
B.E., Computer Science and Engineering
Computer Associates August 1995 - Present
bank julius baer 1990 - 1995
Skills
Agile Methodologies, Unix, Virtualization, Enterprise Software, Pre-sales, ITIL, IT Service Management, SaaS
Education
Champlain College 2009 — 2013
Bachelor, Information Technology
Nomura America Services, LLC 2009 - Present
Goldman Sachs 2004 - 2008
Bank Julius Baer 1998 - 2003
Coutts Bank 1996 - 1998
BNP Paribas 1990 - 1996
Citibank 1986 - 1989
Education
New York University
Computer Science
Queens College
M.B., Music
Vendome Group May 2015 - Present
Niche Media Holdings, LLC February 2007 - May 2015
Tutor.com March 2005 - February 2007
Mediawhiz August 2003 - March 2005
Register.com August 2000 - August 2003
Bank Julius Baer March 1998 - August 2000
Chase Private Banking August 1996 - March 1998
Skills
Digital Media, Online Advertising, Social Media, Advertising, Management, Publishing
Education
New York University 1988 — 1992
BA, Economics, Physics
Marco Polo Securities Inc. August 2015 - Present
SineMetu Solutions Inc. June 2011 - Present
Financial Industry Regulatory Authority April 2011 - November 2013
Deloitte & Touche November 2010 - April 2011
FINRA April 2007 - October 2010
Prudential Financial April 2004 - April 2007
Bank Julius Baer 1999 - 2003
Bank of America 1994 - 1997
Paine Webber 1993 - 1995
Skills
Compliance, AML, Series 7, Risk Management, Equities, Financial Accounting, Management Consulting, Bookkeeping, Financial Markets, Foreign Exchange..., Investments, Mutual Funds, Capital Markets, Securities, Hedge Funds, Due Diligence, Auditing, FINRA, Fixed Income, SEC, Series 24, Financial Services, Derivatives, Securities Regulation, Options, Investment Banking, Investment Advisory, Alternative Investments, Series 63, Financial Risk, Trading, Equity Trading, Bloomberg, Financial Regulation, Anti Money Laundering
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
Master's degree, Accounting
Baruch College, City University of New York (CUNY) 2000 — 2002
MBA, Management
St. Joseph's College 1986 — 1990
BS, Chemistry
Bank Julius Baer 1987 - 2005
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
MBA, Finance
Indian Institute of Management, Calcutta 2007 — 2007
MBA, Finance
Pace University
BA, Business Management
Credit Suisse July 2011 - Present
UBS International May 2009 - August 2011
UBS AG April 2005 - May 2009
Bank Julius Baer December 2002 - April 2005
Goldman Sachs January 1996 - April 2002
Lehman Brothers May 1993 - August 1995
Morgan Grenfell March 1991 - May 1993
Merrill Lynch March 1987 - March 1990
JPMorgan July 1980 - February 1987
Skills
Investment Banking, Investments
Education
Fundação Getulio Vargas 1975 — 1980
Undergraduate/Master Degree, Business Administration/Economics
Colegio Sion 1969 — 1974
High School, High School/Secondary Diplomas and Certificates
CLS Group. December 2012 - Present
CLS Bank International September 2012 - December 2012
CLS Bank International January 2012 - September 2012
CLS Bank International May 2011 - December 2011
Independent July 2010 - May 2011
Clifford Chance US LLP September 2008 - June 2010
Clifford Chance US LLP June 2006 - August 2006
New York Attorney General's Office - Charities Bureau June 2005 - August 2005
Bank Julius Baer June 2002 - August 2002
Skills
Business Strategy, Mergers & Acquisitions, Capital Markets, Strategy, Due Diligence, Mergers, Corporate Development, Finance, Emerging Markets, Corporate Finance, Strategic Planning, Financial Analysis, Contract Negotiation, Corporate Law, Joint Ventures, Strategy Development, Foreign Exchange, Strategy Execution, Deal Execution, Strategic Vision, International Business, Payments, Strategic Partnerships, Board of Directors..., Cross-functional Team..., Public Speaking, Presentations, Partnerships
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA, Concentration in Finance
Duke University School of Law 2004 — 2008
Juris Doctor
Washington University in St. Louis - Olin Business School 2000 — 2004
BSBA, Finance, History
UCL 2003 — 2003
History
Bronx Lebanon Hospital Center February 2008 - Present
Bronx Lebanon Hospital Center February 2008 - Present
Center, Inc May 2006 - January 2008
Community Health Center December 2001 - April 2006
Health Plus Insurance Co August 2001 - November 2001
Linklaters & Alliance April 1999 - July 2001
Health Plus 2001 - 2001
Bank Julius Baer July 1998 - March 1999
Manakin Textiles (Pvt) Ltd June 1992 - May 1997
Mohammad Hussain Choudhry & Co November 1990 - May 1992
Skills
Financial Reporting, Accounting, Accounts Payable, Budgeting, Accounts Receivable, Reconciliation, Financial Analysis, Billing, Excel, Access, Supervisory Skills, Word, General Ledger, Inventory Management, Fixed Assets, Account Reconciliation, Microsoft Office, Journal Entries, Quickbooks, Accruals, GAAP, Data Analysis, Balance, Reconciliations, Cash Flow, Great Plains, Peachtree, Cash Management, PowerPoint, Bookkeeping, Financial Planning, Non-profits, JD Edwards, Payroll Processing, Microsoft Word, Payroll, Variance Analysis, Financial Statements, Auditing, Budgets
Education
Cheonggang Academy
MBA, Finance and Accounting
esla-e-muasha
esla-e-muasha
Oliver Wyman September 2010 - Present
Oliver Wyman July 2004 - July 2008
Bank Julius Baer May 2002 - June 2003
Skills
Italian, Spanish, Basic French
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
University of Cambridge 2003 — 2004
M.Phil
Harvard University 1997 — 2002
AB
Jablonski Building Conservation Inc. October 2007 - July 2012
Bank Julius Baer 1995 - 2005
Bank Julius Baer 1988 - 1995
Skills
Accounts Payable, Accounts Receivable, Client Relations Skills, Facilities Management, Human Resources, Problem Solving, Purchasing, Office Administration, Office Management, Staff Development, Staff Management
Education
St. Francis College
Bachelor of Science (B.S.), Management
UBS Wealth Management 2010 - 2012
Leafstone Staffing September 2008 - August 2010
The Walsh Associates January 2007 - May 2008
Bank Julius Baer 2004 - 2006
Bankers Trust 1989 - 2004
Skills
Account Reconciliation, Bank Reconciliation, ACATS, Omgeo Oasys, ACT, GIM2, Data Entry, Fixed Income, Equities, Back Office, Settlement
Education
Fairleigh Dickinson University 1992 — 1999
Master of Business Administration (MBA), Finance, General
University of Richmond 1977 — 1981
Bachelor of Arts (BA), Economics
Ridgewood High School
Ridgewood High School