Bank Julius Baer

Industry: Private banking company

Description

Julius 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.,

Bank Julius Baer List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank Julius Baer. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Bank Julius Baer Employees

Employee
Years
Job
Industry
Susan Ochsner Susan Ochsner Hilton Head Island, South Carolina Details
Susan Ochsner's Bank Julius Baer Experience August 1990 - September 1992
Job Real Estate representation for buyers and sellers in SC
Industry Real Estate
Experience
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

Peter Graham Peter Graham Greater New York City Area Details
Peter Graham's Bank Julius Baer Experience April 1999 - July 2003
Job Wealth Management
Industry Financial Services
Experience
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

Robert Fannon Robert Fannon Bordentown, New Jersey Details
Robert Fannon's Bank Julius Baer Experience July 2004 - January 2005
Job Senior Financial Services Professional
Industry Financial Services
Experience
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

Alice W Chan Alice W Chan Greater New York City Area Details
Alice W Chan's Bank Julius Baer Experience November 2000 - April 2005
Job Associate Director at UBS AG
Industry Banking
Experience
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

Robin Bloom Robin Bloom Greater New York City Area Details
Robin Bloom's Bank Julius Baer Experience 1994 - 1998
Job Vice President at Bank Hapoalim
Industry Banking
Experience
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

Clare Shea Clare Shea Greater New York City Area Details
Clare Shea's Bank Julius Baer Experience October 1999 - March 2003
Job Trader at Trilogy Global Advisors, LP
Industry Financial Services
Experience
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

Pamela Stephany Pamela Stephany Fort Lauderdale, Florida Details
Pamela Stephany's Bank Julius Baer Experience 1996 - 2004
Job Vice Chair Board of Trustees at Broward College
Industry Financial Services
Experience
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

David L. Fryer David L. Fryer Warwick, New York Details
David L. Fryer's Bank Julius Baer Experience January 2007 - October 2010
Job Product Specialist
Industry Investment Management
Experience
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

Marina Fishman Marina Fishman Greater New York City Area Details
Marina Fishman's Bank Julius Baer Experience November 1996 - November 2000
Job Director at BNP Paribas
Industry Investment Banking
Experience
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

Lou Sala Lou Sala Greater New York City Area Details
Lou Sala's Bank Julius Baer Experience 1991 - 1996
Job Managing Partner at Sala Associates LLC
Industry Management Consulting
Experience
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 Erik Liik Greater New York City Area Details
Erik Liik's Bank Julius Baer Experience 1993 - 1995
Job Exchange Traded Funds Development and Distribution
Industry Financial Services
Experience
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

JoAnn Gredell JoAnn Gredell Greater New York City Area Details
JoAnn Gredell's Bank Julius Baer Experience 1999 - 2004
Job Compliance & Operations Specialist at R Squared Capital Management
Industry Investment Banking
Experience
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

Tom Lazaridis Tom Lazaridis New York, New York Details
Tom Lazaridis's Bank Julius Baer Experience September 2002 - February 2005
Job Relationship Manager
Industry Banking
Experience
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

Nathalie Tremblay Nathalie Tremblay West Palm Beach, Florida Area Details
Nathalie Tremblay's Bank Julius Baer Experience June 2001 - December 2004
Job VicePresident at Credit Suisse Securities (USA) LLC
Industry Financial Services
Experience
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

Shubhashini Kanekal Shubhashini Kanekal Jersey City, New Jersey Details
Shubhashini Kanekal's Bank Julius Baer Experience February 2008 - September 2012
Job PMP certified professional with 13 years of PM/BA exp. in Banking Domain
Industry Banking
Experience
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

Peter Vitale Peter Vitale Greater New York City Area Details
Peter Vitale's Bank Julius Baer Experience 1997 - 1999
Job Vice President Institutional Sales & Regional Sales Manager (East) at Backstop Solutions Group
Industry Financial Services
Experience
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

Kathryn Cicoletti Kathryn Cicoletti Greater Los Angeles Area Details
Kathryn Cicoletti's Bank Julius Baer Experience 2000 - 2005
Job Founder at MakinSense Babe LLC The MSB Cheat Sheet
Industry Publishing
Experience
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

Caleb David Caleb David Mount Kisco, New York Details
Caleb David's Bank Julius Baer Experience April 1998 - March 2006
Job Director, Head of FX Trading / Advisory, Americas at Deutsche Bank
Industry Investment Banking
Experience
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

Vanessa Greeley Vanessa Greeley Glen Rock, New Jersey Details
Vanessa Greeley's Bank Julius Baer Experience May 1989 - January 1998
Job Senior Business Systems Analyst at Crédit Agricole CIB
Industry Banking
Experience
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

Karthik Sankaran Karthik Sankaran Brooklyn, New York Details
Karthik Sankaran's Bank Julius Baer Experience November 2002 - December 2005
Job Portfolio Manager/Strategist
Industry Investment Management
Experience
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

Monica M Fuchs Monica M Fuchs Greater Boston Area Details
Monica M Fuchs's Bank Julius Baer Experience 1997 - 2003
Job Bowerman Group, Production Manager & Executive Recruiter, Luxury Retail
Industry Staffing and Recruiting
Experience
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

Lou Dempsey Lou Dempsey Greater New York City Area Details
Lou Dempsey's Bank Julius Baer Experience 1996 - 1999
Job Sustainable Energy Resource Partners, LLC
Industry Renewables & Environment
Experience
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

Kamran Siddique Kamran Siddique Greater New York City Area Details
Kamran Siddique's Bank Julius Baer Experience February 2004 - January 2005
Job Director Technical Services at The Children's Place
Industry Retail
Experience
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

Katriona MacIver Katriona MacIver Greater New York City Area Details
Katriona MacIver's Bank Julius Baer Experience 2002 - 2003
Job VP Corporate Strategy and Operations at QBE. Business development and implementation of global initiatives
Industry Management Consulting
Experience
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

John Power John Power Greater New York City Area Details
John Power's Bank Julius Baer Experience November 1996 - March 2003
Job
Industry Financial Services
Experience
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

James Shira James Shira Los Angeles, California Details
James Shira's Bank Julius Baer Experience 1999 - 2004
Job Global CISO
Industry Financial Services
Experience
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

Ken Schwarz Ken Schwarz Tampa/St. Petersburg, Florida Area Details
Ken Schwarz's Bank Julius Baer Experience October 2001 - March 2006
Job President, Customized Apps, Inc.
Industry Computer Software
Experience
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

Cecilia Saca Cecilia Saca Greater New York City Area Details
Cecilia Saca's Bank Julius Baer Experience 1979 - 1984
Job IT Manager/PM at Mariners Bank
Industry Information Technology and Services
Experience
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

Elliot Mayerhoff Elliot Mayerhoff Greater New York City Area Details
Elliot Mayerhoff's Bank Julius Baer Experience August 1998 - May 2005
Job Executive Director at CIBC World Markets
Industry Banking
Experience
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

Karyn Polistina (Cotto) Karyn Polistina (Cotto) Greater New York City Area Details
Karyn Polistina (Cotto)'s Bank Julius Baer Experience February 1992 - July 1996
Job Vice President, Internal Audit at Barnes & Noble
Industry Retail
Experience
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

Frank Agosta Frank Agosta Greater New York City Area Details
Frank Agosta's Bank Julius Baer Experience 1989 - 1998
Job VP of IT at Ashfield, part of UDG Healthcare plc
Industry Information Technology and Services
Experience
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

Karen Arrese Karen Arrese Greater New York City Area Details
Karen Arrese's Bank Julius Baer Experience June 1998 - March 2001
Job Education & Marketing Director at Sokanu
Industry Information Technology and Services
Experience
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

Satheesh Nandasamy Satheesh Nandasamy Greater New York City Area Details
Satheesh Nandasamy's Bank Julius Baer Experience 2003 - 2005
Job Product Manager at United Nations Federal Credit Union
Industry Banking
Experience
United Nations Federal Credit Union  January 2005 - Present
Bank Julius Baer   2003 - 2005
Temenos  May 1999 - June 2003

Education
Annamalai University   1994 — 1998

Gary Lespinasse Gary Lespinasse Greater New York City Area Details
Gary Lespinasse's Bank Julius Baer Experience 1990 - 1999
Job Independent Financial Services Professional
Industry Financial Services
Experience
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

Shyam Gopalasubramanian Shyam Gopalasubramanian Miami/Fort Lauderdale Area Details
Shyam Gopalasubramanian's Bank Julius Baer Experience June 2003 - May 2005
Job Experienced professional in Financial, Mobile and Payment industry with strong business and technical skills.
Industry Information Technology and Services
Experience
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

Candy Goodchild Candy Goodchild Washington D.C. Metro Area Details
Candy Goodchild's Bank Julius Baer Experience 1990 - 1995
Job Support Manager at CA
Industry Computer Software
Experience
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

Frank Conde Frank Conde Greater New York City Area Details
Frank Conde's Bank Julius Baer Experience 1998 - 2003
Job Project Manger/Business Analyst
Industry Financial Services
Experience
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

Rich Yong Rich Yong Greater New York City Area Details
Rich Yong's Bank Julius Baer Experience March 1998 - August 2000
Job Financial Analyst at Vendome Group, LLC
Industry Publishing
Experience
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

Dave Durrant Dave Durrant Greater Chicago Area Details
Dave Durrant's Bank Julius Baer Experience 1998 - 2007
Job Investment Strategist at UBS
Industry Financial Services
Experience
UBS  2007 - Present
Bank Julius Baer   1998 - 2007
IDEA  1995 - 1998

Skills
Fixed Income, Business Development, Alternative Investments, Wealth Management, Asset Allocation, Securities, Derivatives, Equities

Education
Dalhousie University, University of Calgary, Simon Fraser University

Phil Ciantro Phil Ciantro Greater New York City Area Details
Phil Ciantro's Bank Julius Baer Experience 1999 - 2003
Job President at SineMetu Solutions Inc.
Industry Financial Services
Experience
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

Melissa Degenhardt Melissa Degenhardt Greater New York City Area Details
Melissa Degenhardt's Bank Julius Baer Experience 1987 - 2005
Job Banking Professional
Industry Banking
Experience
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

Angela Mello Angela Mello Greater New York City Area Details
Angela Mello's Bank Julius Baer Experience December 2002 - April 2005
Job Director at Credit Suisse
Industry Financial Services
Experience
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

Adam Levine Adam Levine Greater New York City Area Details
Adam Levine's Bank Julius Baer Experience June 2002 - August 2002
Job Director Corporate Development at CLS Group
Industry Law Practice
Experience
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

Naveed Chughtai Naveed Chughtai Greater New York City Area Details
Naveed Chughtai's Bank Julius Baer Experience July 1998 - March 1999
Job Sr. Accountant at Bronx Lebanon Hospital Center
Industry Hospital & Health Care
Experience
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

Dana Scardigli Dana Scardigli Greater New York City Area Details
Dana Scardigli's Bank Julius Baer Experience May 2002 - June 2003
Job Principal at Oliver Wyman
Industry Management Consulting
Experience
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

Ellen Romano Ellen Romano Staten Island, New York Details
Ellen Romano's Bank Julius Baer Experience 1995 - 2005
Job Office Manager
Industry Executive Office
Experience
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

Jeffrey Voigt Jeffrey Voigt Ridgefield, New Jersey Details
Jeffrey Voigt's Bank Julius Baer Experience 2004 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
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

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