Bankers Trust
Industry: Bank
DescriptionBankers Trust was a historic American banking organization. The bank merged with Alex. Brown & Sons before being acquired by Deutsche Bank in 1999. Headquarters: New York City, New York, United States Successor: Deutsche Bank Founder: Henry Pomeroy Davison Founded: 1903
Bankers Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bankers Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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1,851 Bankers Trust employees in database. Find out everything there's to know about Bankers Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bankers Trust Employees
Employee
Years
Job
Industry
Superna Kalle Superna Kalle's Bankers Trust Experience 1996 - 1997
Job Global media advisor
Industry Entertainment
Experience
Arsenal Media and Technology, LLC March 2015 - Present
Sony Pictures Entertainment 2010 - March 2015
Sony Pictures Entertainment 2004 - 2010
Sony Pictures Entertainment 1999 - 2004
Bankers Trust 1996 - 1997
Bankers Trust 1994 - 1996
Morgan Stanley 1992 - 1994
Skills
Digital Media, Entertainment, Strategic Partnerships, New Media, Television, Digital Strategy, Digital Marketing, Strategy, Integrated Marketing, Content Strategy, Digital Distribution, Marketing Strategy, Business Strategy, Licensing, Mobile Devices, Start-ups, Video
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Management
Barnard College 1988 — 1992
BA, Economics
Arsenal Media and Technology, LLC March 2015 - Present
Sony Pictures Entertainment 2010 - March 2015
Sony Pictures Entertainment 2004 - 2010
Sony Pictures Entertainment 1999 - 2004
Bankers Trust 1996 - 1997
Bankers Trust 1994 - 1996
Morgan Stanley 1992 - 1994
Skills
Digital Media, Entertainment, Strategic Partnerships, New Media, Television, Digital Strategy, Digital Marketing, Strategy, Integrated Marketing, Content Strategy, Digital Distribution, Marketing Strategy, Business Strategy, Licensing, Mobile Devices, Start-ups, Video
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Management
Barnard College 1988 — 1992
BA, Economics
Wilfredo Montenegro Wilfredo Montenegro's Bankers Trust Experience September 2011 - Present
Job Relationship Banker 1 at Bankers Trust
Industry Banking
Experience
Bankers Trust September 2011 - Present
Wells Fargo May 2006 - May 2011
Wells Fargo Bank May 2006 - May 2011
Macaroni Grill February 2004 - September 2007
Skills
Merchandising, Financial Analysis, Sales, Customer Service, Salesforce.com, Outlook, Microsoft Excel, Management
Education
American River College 2005 — 2008
A.A., Fashion Merchanding
Bankers Trust September 2011 - Present
Wells Fargo May 2006 - May 2011
Wells Fargo Bank May 2006 - May 2011
Macaroni Grill February 2004 - September 2007
Skills
Merchandising, Financial Analysis, Sales, Customer Service, Salesforce.com, Outlook, Microsoft Excel, Management
Education
American River College 2005 — 2008
A.A., Fashion Merchanding
Amina Mujic Amina Mujic's Bankers Trust Experience October 2013 - Present
Job Customer Service Representative at Bankers Trust
Industry Consumer Services
Experience
Bankers Trust October 2013 - Present
Dahl's Foods November 2011 - October 2013
Nationwide Insurance May 2013 - July 2013
Skills
Outlook, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Agile Methodologies, 10 Key, Communication
Education
AIB College of Business 2014 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration
Lincoln High School Des Moines, IA 2010 — 2014
Diploma, General Studies
Bankers Trust October 2013 - Present
Dahl's Foods November 2011 - October 2013
Nationwide Insurance May 2013 - July 2013
Skills
Outlook, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Agile Methodologies, 10 Key, Communication
Education
AIB College of Business 2014 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration
Lincoln High School Des Moines, IA 2010 — 2014
Diploma, General Studies
David Zilli's Bankers Trust Experience 1995 - 1997
Job Systems Analyst at ADP
Industry Information Technology and Services
Experience
ADP January 2003 - Present
Prudential Securities April 2000 - December 2002
Accenture May 1997 - April 2000
Bankers Trust 1995 - 1997
MetLife 1985 - 1995
Skills
Outsourcing, Change Management, PMO, Project Management, SDLC, Salesforce.com, Vendor Management, Process Improvement, Business Analysis, Requirements Gathering, Cognos, Requirements Analysis, Business Intelligence, Integration, Benefits Administration, Software Project..., Information Technology, Enterprise Software, Business Process..., Visio, Project Portfolio...
Education
Baruch College
Master of Business Administration (MBA), Computer Systems Methodology
Cornell University 1981 — 1985
BS, Business Management and Marketing
ADP January 2003 - Present
Prudential Securities April 2000 - December 2002
Accenture May 1997 - April 2000
Bankers Trust 1995 - 1997
MetLife 1985 - 1995
Skills
Outsourcing, Change Management, PMO, Project Management, SDLC, Salesforce.com, Vendor Management, Process Improvement, Business Analysis, Requirements Gathering, Cognos, Requirements Analysis, Business Intelligence, Integration, Benefits Administration, Software Project..., Information Technology, Enterprise Software, Business Process..., Visio, Project Portfolio...
Education
Baruch College
Master of Business Administration (MBA), Computer Systems Methodology
Cornell University 1981 — 1985
BS, Business Management and Marketing
Rebecca Peroulas Rebecca Peroulas's Bankers Trust Experience 1993 - 1995
Job Independent Consultant at Rodan + Fields Dermatologists
Industry Health, Wellness and Fitness
Experience
Rodan + Fields Dermatologists May 2013 - Present
Capital One May 2003 - August 2013
Markets on Demand April 2000 - April 2002
Bucom International 1999 - 2000
Maritz McGettigan 1997 - 1999
Bankers Trust 1993 - 1995
Skills
Program Management, Strategic Planning, Customer Service, Human Resources, Negotiation, Product Development, Management, Financial Services, Leadership, Budgets, Project Management, Business Process, Business Analysis, Software Project..., Microsoft Office, Visio, Business Process..., Risk Management, Competitive Analysis, CRM
Education
Barnard College 1988 — 1992
LPHS
Rodan + Fields Dermatologists May 2013 - Present
Capital One May 2003 - August 2013
Markets on Demand April 2000 - April 2002
Bucom International 1999 - 2000
Maritz McGettigan 1997 - 1999
Bankers Trust 1993 - 1995
Skills
Program Management, Strategic Planning, Customer Service, Human Resources, Negotiation, Product Development, Management, Financial Services, Leadership, Budgets, Project Management, Business Process, Business Analysis, Software Project..., Microsoft Office, Visio, Business Process..., Risk Management, Competitive Analysis, CRM
Education
Barnard College 1988 — 1992
LPHS
Harry Mishkin Harry Mishkin's Bankers Trust Experience March 1995 - June 1996
Job Senor Business Analyst (Consultant) at the Secretary of the Commonwealth, MA
Industry Information Technology and Services
Experience
AVID Technical Resources February 2015 - Present
LeapFrog Systems June 2013 - November 2014
Cognizant Technology Solutions November 2011 - March 2013
Fallon Community Health Plan July 2011 - October 2011
Coldwell Banker Residential Brokerage December 2007 - February 2011
System Sanity Inc. July 2000 - September 2007
Sargent Manufacturing September 1998 - February 1999
Cigna Retirement and Investment Services January 1998 - May 1998
Southern New England Telephone September 1996 - December 1997
Bankers Trust March 1995 - June 1996
Skills
Visio, Microsoft SQL Server, Visual Basic, SharePoint, DB2, XML, JAD, Agile Methodologies, Oracle, UML, Use Case Analysis, Unix, HTML, SDLC, Requirements Analysis, SQL, Data Warehousing, Testing, Requirements Gathering, Software Project..., Integration, Quality Assurance, Business Analysis, Data Modeling, Database Design, Databases, Vendor Management, Project Management, Interface Specification, JavaScript, Web Applications, Access, .NET, Business Requirements, ASP.NET, Information Technology, Business Intelligence, Management, Consulting, Software Development, Enterprise Software
Education
Arizona State University 1981 — 1985
MBA, Computer Information Systems
California Institute of Integral Studies 1973 — 1975
MA, Counseling Psychology
Antioch University 1968 — 1972
BA, Communications
AVID Technical Resources February 2015 - Present
LeapFrog Systems June 2013 - November 2014
Cognizant Technology Solutions November 2011 - March 2013
Fallon Community Health Plan July 2011 - October 2011
Coldwell Banker Residential Brokerage December 2007 - February 2011
System Sanity Inc. July 2000 - September 2007
Sargent Manufacturing September 1998 - February 1999
Cigna Retirement and Investment Services January 1998 - May 1998
Southern New England Telephone September 1996 - December 1997
Bankers Trust March 1995 - June 1996
Skills
Visio, Microsoft SQL Server, Visual Basic, SharePoint, DB2, XML, JAD, Agile Methodologies, Oracle, UML, Use Case Analysis, Unix, HTML, SDLC, Requirements Analysis, SQL, Data Warehousing, Testing, Requirements Gathering, Software Project..., Integration, Quality Assurance, Business Analysis, Data Modeling, Database Design, Databases, Vendor Management, Project Management, Interface Specification, JavaScript, Web Applications, Access, .NET, Business Requirements, ASP.NET, Information Technology, Business Intelligence, Management, Consulting, Software Development, Enterprise Software
Education
Arizona State University 1981 — 1985
MBA, Computer Information Systems
California Institute of Integral Studies 1973 — 1975
MA, Counseling Psychology
Antioch University 1968 — 1972
BA, Communications
Emily Lunt Emily Lunt's Bankers Trust Experience October 2012 - May 2013
Job Visual Designer at Athene USA
Industry Transportation/Trucking/Railroad
Experience
Athene USA October 2014 - Present
Emily Lunt May 2010 - Present
Des Moines Area Regional Transit May 2013 - October 2014
Goodsmiths October 2012 - August 2014
Bankers Trust October 2012 - May 2013
Arizona State University October 2010 - May 2012
Skills
Web Design, Graphic Design, Branding & Identity, Logo Design, Typography, Adobe Creative Suite, Visual Communication, Layout, Advertising, Online Advertising, Online Marketing, Information Design, Corporate Identity, Graphics, User Experience
Education
Arizona State University 2008 — 2012
Bachelor of Science (B.S.), Design and Visual Communications, General
Eastern Arizona College 2006 — 2008
Associate's degree, General Studies
Athene USA October 2014 - Present
Emily Lunt May 2010 - Present
Des Moines Area Regional Transit May 2013 - October 2014
Goodsmiths October 2012 - August 2014
Bankers Trust October 2012 - May 2013
Arizona State University October 2010 - May 2012
Skills
Web Design, Graphic Design, Branding & Identity, Logo Design, Typography, Adobe Creative Suite, Visual Communication, Layout, Advertising, Online Advertising, Online Marketing, Information Design, Corporate Identity, Graphics, User Experience
Education
Arizona State University 2008 — 2012
Bachelor of Science (B.S.), Design and Visual Communications, General
Eastern Arizona College 2006 — 2008
Associate's degree, General Studies
Josephine Paige's Bankers Trust Experience 1995 - 1997
Job Principal & Executive Director of Kids Can Be Organized Too!, LLC. Founder of PinchHitter Professional Organizer LLC.
Industry Professional Training & Coaching
Experience
Kids Can Be Organized Too!, LLC. July 2014 - Present
Pinch-Hitter Professional Organizer & Personal Assistants, LLC. May 2002 - Present
Prudential Financial 2000 - 2001
Deutsche Bank 1998 - 2000
Prudential Financial 1998 - 1999
Merrill Lynch 1997 - 1998
Bankers Trust 1995 - 1997
MetLife 1994 - 1995
Bankers Trust 1992 - 1994
American Express 1986 - 1992
Skills
Professional Organizing, Coaching, Budgets, Time Management, Public Speaking, Strategic Planning, Entrepreneurship, Small Business, Sales, Leadership
Education
New Jersey City University 2010 — 2016
Accounting
Adelphi University 1980 — 1980
Certificate Corporate Paralegal, Law
City University of New York City College 1973 — 1979
B.A.
Kids Can Be Organized Too!, LLC. July 2014 - Present
Pinch-Hitter Professional Organizer & Personal Assistants, LLC. May 2002 - Present
Prudential Financial 2000 - 2001
Deutsche Bank 1998 - 2000
Prudential Financial 1998 - 1999
Merrill Lynch 1997 - 1998
Bankers Trust 1995 - 1997
MetLife 1994 - 1995
Bankers Trust 1992 - 1994
American Express 1986 - 1992
Skills
Professional Organizing, Coaching, Budgets, Time Management, Public Speaking, Strategic Planning, Entrepreneurship, Small Business, Sales, Leadership
Education
New Jersey City University 2010 — 2016
Accounting
Adelphi University 1980 — 1980
Certificate Corporate Paralegal, Law
City University of New York City College 1973 — 1979
B.A.
Sharon (Sharon Daugherty) Sepik Sharon (Sharon Daugherty) Sepik's Bankers Trust Experience November 1994 - September 1996
Job Treasury & Finance Manager, KHS America
Industry Wholesale
Experience
KHS America April 2014 - Present
Tupperware Brands March 2000 - January 2014
Atlantic Portfolio Analytics and Management July 1999 - March 2000
Atlantic Portfolio Analytics and Management October 1996 - July 1999
Bankers Trust November 1994 - September 1996
Bankers Trust October 1993 - November 1994
Skills
Treasury, Financial Analysis, Cash Management, Treasury Management, Accounts Receivable, Account Reconciliation, Accounting, Sarbanes-Oxley Act, Financial Reporting, Forecasting, Banking, Accounts Payable, Managerial Finance, Credit, Trading, Valuation, Financial Statements, Portfolio Management, Finance
Education
Auburn University
BS, Finance
University of Phoenix
Master’s Degree, Accounting
KHS America April 2014 - Present
Tupperware Brands March 2000 - January 2014
Atlantic Portfolio Analytics and Management July 1999 - March 2000
Atlantic Portfolio Analytics and Management October 1996 - July 1999
Bankers Trust November 1994 - September 1996
Bankers Trust October 1993 - November 1994
Skills
Treasury, Financial Analysis, Cash Management, Treasury Management, Accounts Receivable, Account Reconciliation, Accounting, Sarbanes-Oxley Act, Financial Reporting, Forecasting, Banking, Accounts Payable, Managerial Finance, Credit, Trading, Valuation, Financial Statements, Portfolio Management, Finance
Education
Auburn University
BS, Finance
University of Phoenix
Master’s Degree, Accounting
Lindsey Richardson, CUCE Lindsey Richardson, CUCE's Bankers Trust Experience December 2010 - October 2012
Job Compliance Officer at PolicyWorks LLC
Industry Banking
Experience
PolicyWorks LLC October 2015 - Present
PolicyWorks LLC December 2013 - October 2015
Great Western Bank October 2012 - December 2013
Bankers Trust December 2010 - October 2012
Bankers Trust November 2007 - December 2010
UP Connection Federal Credit Union 2005 - 2007
US Bank July 1999 - November 2003
Skills
Banking, ACH, Commercial Banking, Treasury Services, Risk Management, Leadership, Finance, Customer Satisfaction, Customer Retention, Training, Consumer Lending, Financial Analysis, Retail Banking, Compliance, Internet Banking, Wire Transfers, Research, Analysis, Consulting, Credit Unions, Financial Regulation, Financial Law, Bank Secrecy Act, Anti Money Laundering, Fraud, Fraud Detection, Customer Acquisition, Onboarding, Long Term Relationship..., Customer Product..., Corporate Blogging, Newsletter Production, News Writing, Mortgage Servicing, Advocacy, Group Presentations, Public Speaking
Education
Bellevue University 2002 — 2006
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Lewis Central
PolicyWorks LLC October 2015 - Present
PolicyWorks LLC December 2013 - October 2015
Great Western Bank October 2012 - December 2013
Bankers Trust December 2010 - October 2012
Bankers Trust November 2007 - December 2010
UP Connection Federal Credit Union 2005 - 2007
US Bank July 1999 - November 2003
Skills
Banking, ACH, Commercial Banking, Treasury Services, Risk Management, Leadership, Finance, Customer Satisfaction, Customer Retention, Training, Consumer Lending, Financial Analysis, Retail Banking, Compliance, Internet Banking, Wire Transfers, Research, Analysis, Consulting, Credit Unions, Financial Regulation, Financial Law, Bank Secrecy Act, Anti Money Laundering, Fraud, Fraud Detection, Customer Acquisition, Onboarding, Long Term Relationship..., Customer Product..., Corporate Blogging, Newsletter Production, News Writing, Mortgage Servicing, Advocacy, Group Presentations, Public Speaking
Education
Bellevue University 2002 — 2006
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Lewis Central
Joseph De Sena, CFP®, MBA Joseph De Sena, CFP®, MBA's Bankers Trust Experience 1989 - 1994
Job SIENA WEALTH ADVISORY GROUP a Private Wealth Advisory Practice of Ameriprise Financial
Industry Financial Services
Experience
Siena Wealth Advisory Group a Private Wealth Advisory Practice of Ameriprise Financial Services, Inc November 1994 - Present
Ameriprise Financial 1994 - 1997
Bankers Trust 1989 - 1994
Skills
Employee Benefits, Attention to Details, Client Management, Judgement, Relationship Building, Ability to Listen, Analytical, Business Planning, Client Relationships, Coaching, Community Service, Customer Service, Customer Experience, Decision Making, Diligence, Education Planning, Ethical Character, Health Insurance, Insurance/Broker Agent, Leadership, Marketing, Protection Planning, Prudence, Responsiveness, Skilled Management, Skilled Communicator, Small Business Planning, Social Media, Strategic Partnerships, Strategic Planning, Team Building
Education
College for Financial Planning 1989 — 1998
CFP, Financial Planning
Adelphi University 1988 — 1992
MBA, Finance
City University of New York-Baruch College 1976 — 1981
BBA, Human Resources
St Francis Prep & Bishop Ford High Schools 1972 — 1976
St Mary's Star of the Sea 1964 — 1972
Adelphi University
Master's of Business Administration, Finance and Financial Management Services
Siena Wealth Advisory Group a Private Wealth Advisory Practice of Ameriprise Financial Services, Inc November 1994 - Present
Ameriprise Financial 1994 - 1997
Bankers Trust 1989 - 1994
Skills
Employee Benefits, Attention to Details, Client Management, Judgement, Relationship Building, Ability to Listen, Analytical, Business Planning, Client Relationships, Coaching, Community Service, Customer Service, Customer Experience, Decision Making, Diligence, Education Planning, Ethical Character, Health Insurance, Insurance/Broker Agent, Leadership, Marketing, Protection Planning, Prudence, Responsiveness, Skilled Management, Skilled Communicator, Small Business Planning, Social Media, Strategic Partnerships, Strategic Planning, Team Building
Education
College for Financial Planning 1989 — 1998
CFP, Financial Planning
Adelphi University 1988 — 1992
MBA, Finance
City University of New York-Baruch College 1976 — 1981
BBA, Human Resources
St Francis Prep & Bishop Ford High Schools 1972 — 1976
St Mary's Star of the Sea 1964 — 1972
Adelphi University
Master's of Business Administration, Finance and Financial Management Services
Michael Altrui Michael Altrui's Bankers Trust Experience 1984 - 1989
Job Expert Professional Services Consultant at Misys
Industry Banking
Experience
Misys December 2014 - Present
Misys, New York, NY March 2010 - December 2014
Commerzbank AG January 2009 - February 2011
Deutsche Bank September 2003 - January 2009
Citigroup 1999 - 2003
CIBC World Markets 1997 - 2001
Wall Street Systems 1994 - 1997
Bankers trust 1984 - 1989
Skills
Business Process, Management, Process Improvement, Software Development, Enterprise Software, Information Technology, Budgets, Business Process..., Electronic Trading, Business Analysis, Trading Systems, SDLC, Derivatives, Requirements Analysis, Requirements Gathering, Fixed Income, Back Office, Loans, Capital Markets, Software Project..., User Acceptance Testing, FX Options, Investment Banking, SWIFT payments, Banking, Business Requirements, Oracle, Middle Office
Education
Hofstra University 1992 — 1997
MBA, INFORMATION SYSTEMS
Adelphi University 1978 — 1982
BBA, FINANCE
Misys December 2014 - Present
Misys, New York, NY March 2010 - December 2014
Commerzbank AG January 2009 - February 2011
Deutsche Bank September 2003 - January 2009
Citigroup 1999 - 2003
CIBC World Markets 1997 - 2001
Wall Street Systems 1994 - 1997
Bankers trust 1984 - 1989
Skills
Business Process, Management, Process Improvement, Software Development, Enterprise Software, Information Technology, Budgets, Business Process..., Electronic Trading, Business Analysis, Trading Systems, SDLC, Derivatives, Requirements Analysis, Requirements Gathering, Fixed Income, Back Office, Loans, Capital Markets, Software Project..., User Acceptance Testing, FX Options, Investment Banking, SWIFT payments, Banking, Business Requirements, Oracle, Middle Office
Education
Hofstra University 1992 — 1997
MBA, INFORMATION SYSTEMS
Adelphi University 1978 — 1982
BBA, FINANCE
Michael Weiner , CFA Michael Weiner , CFA's Bankers Trust Experience July 1995 - April 1999
Job CFO at National General Insurance
Industry Financial Services
Experience
National General Insurance March 2010 - Present
GMAC 2009 - March 2010
Cerberus Capital Management March 2008 - February 2009
Citigroup April 2002 - March 2008
KPMG Consulting April 1999 - March 2002
Bankers Trust July 1995 - April 1999
Skills
Analysis, Management, Private Equity, Mergers, Property & Casualty..., Restructuring, Finance, Portfolio Management, Treasury, Corporate Finance, Reinsurance
Education
Hofstra University 1993 — 1995
MBA, Banking and Finance
Adelphi University 1989 — 1993
BBA, Managment
other
National General Insurance March 2010 - Present
GMAC 2009 - March 2010
Cerberus Capital Management March 2008 - February 2009
Citigroup April 2002 - March 2008
KPMG Consulting April 1999 - March 2002
Bankers Trust July 1995 - April 1999
Skills
Analysis, Management, Private Equity, Mergers, Property & Casualty..., Restructuring, Finance, Portfolio Management, Treasury, Corporate Finance, Reinsurance
Education
Hofstra University 1993 — 1995
MBA, Banking and Finance
Adelphi University 1989 — 1993
BBA, Managment
other
Tom O'Hara Tom O'Hara's Bankers Trust Experience 1993 - 1993
Job Managing Director at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon August 1994 - Present
Union Bank of Switzerland 1993 - 1994
Bankers Trust 1993 - 1993
Security Pacific Bank 1983 - 1993
Lundy Electronics 1978 - 1983
Skills
Collateral Management, Securities, Equities, Hedge Funds, Fixed Income, Alternative Investments, Asset Management, Mergers & Acquisitions, Banking, Capital Markets, Investments, Trading, Risk Management, Derivatives, Leadership, Finance, Global Custody, Financial Markets, Back Office, Securities Lending, Financial Services, Fund Administration, Software Development, IT Strategy, Foreign Exchange, Investment Banking, Market Data, IT Management, Business Analysis
Education
Adelphi University 1982 — 1986
MBA, Banking and Financial Markets
Adelphi University 1970 — 1976
Bachelor of Applied Science (B.A.Sc.), Research and Experimental Psychology
Bank of New York Mellon August 1994 - Present
Union Bank of Switzerland 1993 - 1994
Bankers Trust 1993 - 1993
Security Pacific Bank 1983 - 1993
Lundy Electronics 1978 - 1983
Skills
Collateral Management, Securities, Equities, Hedge Funds, Fixed Income, Alternative Investments, Asset Management, Mergers & Acquisitions, Banking, Capital Markets, Investments, Trading, Risk Management, Derivatives, Leadership, Finance, Global Custody, Financial Markets, Back Office, Securities Lending, Financial Services, Fund Administration, Software Development, IT Strategy, Foreign Exchange, Investment Banking, Market Data, IT Management, Business Analysis
Education
Adelphi University 1982 — 1986
MBA, Banking and Financial Markets
Adelphi University 1970 — 1976
Bachelor of Applied Science (B.A.Sc.), Research and Experimental Psychology
Rick Hopfer Rick Hopfer's Bankers Trust Experience May 1993 - May 1996
Job CIO at Molina Healthcare
Industry Motion Pictures and Film
Experience
Molina Healthcare January 2011 - Present
Sony Pictures Entertainment July 2002 - July 2010
Homestore.com 1998 - 2002
Simon and Schuster May 1996 - October 1998
Bankers Trust May 1993 - May 1996
Aetna Life and Casualty May 1990 - May 1993
Lehman Brothers 1986 - 1990
First Boston Capital Group 1982 - 1986
Skills
Outsourcing, Program Management, E-commerce, Enterprise Architecture, IT Strategy, Infrastructure..., Business Transformation, IT Management, Acquisitions, Business Intelligence, Shared Services, Vendor Management, Agile Methodologies, Business Ethics, Business Process..., Business Strategy, Capital Budgeting, Cloud Computing, Data Center, Disaster Recovery, Enterprise Software, IT Operations, Information Technology, Integration, Leadership, Leadership Development, Mergers, Project Management, SDLC, Strategic Planning, Strategy
Education
Arizona State University 1976 — 1980
BS
Molina Healthcare January 2011 - Present
Sony Pictures Entertainment July 2002 - July 2010
Homestore.com 1998 - 2002
Simon and Schuster May 1996 - October 1998
Bankers Trust May 1993 - May 1996
Aetna Life and Casualty May 1990 - May 1993
Lehman Brothers 1986 - 1990
First Boston Capital Group 1982 - 1986
Skills
Outsourcing, Program Management, E-commerce, Enterprise Architecture, IT Strategy, Infrastructure..., Business Transformation, IT Management, Acquisitions, Business Intelligence, Shared Services, Vendor Management, Agile Methodologies, Business Ethics, Business Process..., Business Strategy, Capital Budgeting, Cloud Computing, Data Center, Disaster Recovery, Enterprise Software, IT Operations, Information Technology, Integration, Leadership, Leadership Development, Mergers, Project Management, SDLC, Strategic Planning, Strategy
Education
Arizona State University 1976 — 1980
BS
Lisa Uiberall's Bankers Trust Experience February 1995 - December 1997
Job Client Success Consultant at Compass Professional Health Services
Industry Insurance
Experience
Compass Professional Health Services May 2015 - Present
Humana March 2014 - April 2015
Humana February 2007 - March 2014
Attentus Healthcare July 2005 - December 2006
Province Healthcare 2001 - 2005
MetLife 1998 - 2001
Bankers Trust February 1995 - December 1997
Skills
Health Insurance, Employee Benefits, Insurance, Healthcare, Retirement, Project Management, Benefits Administration, Managed Care
Education
Belmont University - Jack C. Massey Graduate School of Business 1996 — 1998
MBA
Vanderbilt University 1989 — 1993
BA
South Brunswick High School 1985 — 1989
Compass Professional Health Services May 2015 - Present
Humana March 2014 - April 2015
Humana February 2007 - March 2014
Attentus Healthcare July 2005 - December 2006
Province Healthcare 2001 - 2005
MetLife 1998 - 2001
Bankers Trust February 1995 - December 1997
Skills
Health Insurance, Employee Benefits, Insurance, Healthcare, Retirement, Project Management, Benefits Administration, Managed Care
Education
Belmont University - Jack C. Massey Graduate School of Business 1996 — 1998
MBA
Vanderbilt University 1989 — 1993
BA
South Brunswick High School 1985 — 1989
Chee Chong, CFA Chee Chong, CFA's Bankers Trust Experience 1994 - 1996
Job Managing Director at MUFG in the Americas
Industry Financial Services
Experience
MUFG in the Americas 2015 - Present
Bank of America 2012 - 2015
Goldman Sachs 2011 - 2012
Goldman Sachs 1999 - 2011
Bank of America 1996 - 1999
Bankers Trust 1994 - 1996
Salomon Brothers Inc 1989 - 1994
Skills
Internal Audit, Risk Assessment, Valuation, Operational Risk, Market Risk Management, Credit Risk Management, CVA, Commodities, Mortgage Industry, Mortgage Servicing, Securities Trading, Financial Derivatives, Commercial Mortgages, Residential Mortgages, Mortgage Underwriting, Corporate Governance, SOX, Emerging Markets, Brazil, New Products, Merchant Banking, Investment Banking, Private Wealth..., Investment Management, Power Generation, AML, Financial Regulation, Regulatory Reporting, Securities Regulation, Compliance Audits, Payments, Tax Compliance, Leadership Development, Business Strategy, Technology Audit, Investment Research, Private Equity, Structured Products, Internal Controls, Controllers, Alternative Investments, Electronic Trading, Fixed Income Trading, Energy Trading, Modeling, Business Integration, Derivatives, Risk Management, Securities, Auditing
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
Amherst College
Bachelor’s Degree, Psychology
Columbia University in the City of New York 1987 — 1988
MUFG in the Americas 2015 - Present
Bank of America 2012 - 2015
Goldman Sachs 2011 - 2012
Goldman Sachs 1999 - 2011
Bank of America 1996 - 1999
Bankers Trust 1994 - 1996
Salomon Brothers Inc 1989 - 1994
Skills
Internal Audit, Risk Assessment, Valuation, Operational Risk, Market Risk Management, Credit Risk Management, CVA, Commodities, Mortgage Industry, Mortgage Servicing, Securities Trading, Financial Derivatives, Commercial Mortgages, Residential Mortgages, Mortgage Underwriting, Corporate Governance, SOX, Emerging Markets, Brazil, New Products, Merchant Banking, Investment Banking, Private Wealth..., Investment Management, Power Generation, AML, Financial Regulation, Regulatory Reporting, Securities Regulation, Compliance Audits, Payments, Tax Compliance, Leadership Development, Business Strategy, Technology Audit, Investment Research, Private Equity, Structured Products, Internal Controls, Controllers, Alternative Investments, Electronic Trading, Fixed Income Trading, Energy Trading, Modeling, Business Integration, Derivatives, Risk Management, Securities, Auditing
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
Amherst College
Bachelor’s Degree, Psychology
Columbia University in the City of New York 1987 — 1988
Stephanie Makalous Stephanie Makalous's Bankers Trust Experience 2005 - 2009
Job Treasury Services Banker | Runner | Church Volunteer| Tennis Enthusiast
Industry Financial Services
Experience
CrossFirst Bank April 2013 - Present
Great Western Bank November 2009 - April 2013
Bankers Trust 2005 - 2009
Colorado Business Bank 2003 - 2004
Gold Bank 1998 - 2002
Skills
Cash Management, ACH, Treasury Services, Internet Banking, Financial Services, Credit Cards, Remote Deposit Capture, Loan Origination, Lockbox, Merchant Services, Commercial Banking, Commercial Lending, Banking, Treasury Management, Credit
Education
Baker University 1995 — 1999
BS, Business Management
Webster University
MBA, Business Administration and Management, General
CrossFirst Bank April 2013 - Present
Great Western Bank November 2009 - April 2013
Bankers Trust 2005 - 2009
Colorado Business Bank 2003 - 2004
Gold Bank 1998 - 2002
Skills
Cash Management, ACH, Treasury Services, Internet Banking, Financial Services, Credit Cards, Remote Deposit Capture, Loan Origination, Lockbox, Merchant Services, Commercial Banking, Commercial Lending, Banking, Treasury Management, Credit
Education
Baker University 1995 — 1999
BS, Business Management
Webster University
MBA, Business Administration and Management, General
John DeRiso's Bankers Trust Experience 1990 - 1999
Job Algorithmic Trader at AlgoQuant Trading
Industry Financial Services
Experience
Algo-Quant Trading LLC January 2015 - Present
CIT August 2014 - December 2014
Volt Information Sciences November 2007 - July 2014
Deutsche Bank 1999 - 2005
Bankers Trust 1990 - 1999
Sumitomo Mitsui Banking Corporation 1989 - 1990
Metropolitan Life Insurance Company 1989 - 1990
IBM February 1988 - January 1989
Bell Atlantic 1986 - 1988
NJ Bell 1986 - 1988
Skills
Leadership, Managed Services, Salesforce.com, IT Management, IT Audit, Project Management, Process Improvement, Change Management, Project Portfolio..., Cloud Computing, Account Management, Outsourcing, Consulting, SDLC, ITIL, Management, IT Strategy, Vendor Management, Business Analysis, Business Intelligence, Business Process, Business Process..., Program Management, CRM
Education
Baruch College, City University of New York (CUNY) 1982 — 1986
BBA Computer Information Science, Information Technology
Algo-Quant Trading LLC January 2015 - Present
CIT August 2014 - December 2014
Volt Information Sciences November 2007 - July 2014
Deutsche Bank 1999 - 2005
Bankers Trust 1990 - 1999
Sumitomo Mitsui Banking Corporation 1989 - 1990
Metropolitan Life Insurance Company 1989 - 1990
IBM February 1988 - January 1989
Bell Atlantic 1986 - 1988
NJ Bell 1986 - 1988
Skills
Leadership, Managed Services, Salesforce.com, IT Management, IT Audit, Project Management, Process Improvement, Change Management, Project Portfolio..., Cloud Computing, Account Management, Outsourcing, Consulting, SDLC, ITIL, Management, IT Strategy, Vendor Management, Business Analysis, Business Intelligence, Business Process, Business Process..., Program Management, CRM
Education
Baruch College, City University of New York (CUNY) 1982 — 1986
BBA Computer Information Science, Information Technology
Edmund Song Edmund Song's Bankers Trust Experience May 1998 - December 1999
Job Business Strategy Leader
Industry Information Technology and Services
Experience
American Express July 2014 - Present
Samsung September 2012 - July 2014
Young Korean American Network October 2009 - July 2014
Ron Kim for Assembly August 2012 - September 2012
tmg-emedia, inc. November 2011 - September 2012
McKinsey & Company July 2006 - November 2011
Johnson & Johnson June 2001 - July 2006
The Moschovitis Technology Group January 2001 - May 2001
SDR Fund Management, Inc. October 1999 - December 2000
Bankers Trust May 1998 - December 1999
Skills
Business Strategy, Management Consulting, Cloud Computing, IT Strategy, IT Management, Vendor Management, Mobile Applications, Business Development, Community Organizing, Enterprise Architecture, Project Management, Start-ups, Software Development, Integration, Strategy, Cross-functional Team..., Leadership, Program Management, Process Improvement, CRM, Security, Management, Mobile Devices, Analysis, Outsourcing, Project Planning, Telecommunications, Training, Product Development, Consulting, Market Research, Business Process..., Product Management, Business Intelligence, Enterprise Software, Business Analysis, Salesforce.com, Analytics, SaaS, Business Process, PMP, SDLC, Software Project..., Project Portfolio...
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Computer Information Systems
New York University - Leonard N. Stern School of Business
BS, Finance & Information Systems
Holmdel High School
American Express July 2014 - Present
Samsung September 2012 - July 2014
Young Korean American Network October 2009 - July 2014
Ron Kim for Assembly August 2012 - September 2012
tmg-emedia, inc. November 2011 - September 2012
McKinsey & Company July 2006 - November 2011
Johnson & Johnson June 2001 - July 2006
The Moschovitis Technology Group January 2001 - May 2001
SDR Fund Management, Inc. October 1999 - December 2000
Bankers Trust May 1998 - December 1999
Skills
Business Strategy, Management Consulting, Cloud Computing, IT Strategy, IT Management, Vendor Management, Mobile Applications, Business Development, Community Organizing, Enterprise Architecture, Project Management, Start-ups, Software Development, Integration, Strategy, Cross-functional Team..., Leadership, Program Management, Process Improvement, CRM, Security, Management, Mobile Devices, Analysis, Outsourcing, Project Planning, Telecommunications, Training, Product Development, Consulting, Market Research, Business Process..., Product Management, Business Intelligence, Enterprise Software, Business Analysis, Salesforce.com, Analytics, SaaS, Business Process, PMP, SDLC, Software Project..., Project Portfolio...
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Computer Information Systems
New York University - Leonard N. Stern School of Business
BS, Finance & Information Systems
Holmdel High School
Thomas Bley, PMP Thomas Bley, PMP's Bankers Trust Experience August 1994 - September 1995
Job Project Manager at Bed Bath & Beyond
Industry Building Materials
Experience
Bed Bath & Beyond July 2013 - Present
GAF August 2012 - June 2013
KPMG LLP June 2010 - August 2012
Hooper Holmes, Inc. January 2007 - January 2010
Shearman & Sterling LLP August 2005 - January 2007
Union Bank of Switzerland June 2004 - August 2005
CheckFree Investment Services October 2003 - June 2004
Skadden, Arps, Slate, Meagher & Flom LLP April 2003 - October 2003
Commerzbank AG October 1995 - October 2002
Bankers Trust August 1994 - September 1995
Skills
Project Management, Software Project..., SharePoint, Agile Project Management, MS Project, PMO Development, PMO set-up, Project Management..., Certified Project..., Process Improvement, Business Process..., Cross-functional Team..., Information Technology, Leadership, Analysis, IT Management, Visio, Vendor Management, Data Analysis, Risk Management, PMP, PMO, Data Warehousing, Project Portfolio..., Quality Assurance, Management, Business Intelligence, ITIL, Change Management, Requirements Analysis, Program Management, Software Documentation, Oracle, Integration, Business Process, Project Planning, Outsourcing, Budgets, SDLC, Databases, ERP, Business Development, Team Leadership, Business Analysis, IT Strategy, Software Development, Resource Management, Requirements Gathering, Data Center, Testing
Education
Columbia University in the City of New York 2001 — 2002
Course work in Database Application Development & Design
Pace University 2000 — 2002
Course work in IS Planning & Policy, IS Project Management, & Structured Systems Analysis
Adelphi University 1984 — 1988
BA, Economics with concentration in Finance & minor in German
Bed Bath & Beyond July 2013 - Present
GAF August 2012 - June 2013
KPMG LLP June 2010 - August 2012
Hooper Holmes, Inc. January 2007 - January 2010
Shearman & Sterling LLP August 2005 - January 2007
Union Bank of Switzerland June 2004 - August 2005
CheckFree Investment Services October 2003 - June 2004
Skadden, Arps, Slate, Meagher & Flom LLP April 2003 - October 2003
Commerzbank AG October 1995 - October 2002
Bankers Trust August 1994 - September 1995
Skills
Project Management, Software Project..., SharePoint, Agile Project Management, MS Project, PMO Development, PMO set-up, Project Management..., Certified Project..., Process Improvement, Business Process..., Cross-functional Team..., Information Technology, Leadership, Analysis, IT Management, Visio, Vendor Management, Data Analysis, Risk Management, PMP, PMO, Data Warehousing, Project Portfolio..., Quality Assurance, Management, Business Intelligence, ITIL, Change Management, Requirements Analysis, Program Management, Software Documentation, Oracle, Integration, Business Process, Project Planning, Outsourcing, Budgets, SDLC, Databases, ERP, Business Development, Team Leadership, Business Analysis, IT Strategy, Software Development, Resource Management, Requirements Gathering, Data Center, Testing
Education
Columbia University in the City of New York 2001 — 2002
Course work in Database Application Development & Design
Pace University 2000 — 2002
Course work in IS Planning & Policy, IS Project Management, & Structured Systems Analysis
Adelphi University 1984 — 1988
BA, Economics with concentration in Finance & minor in German
Neil Brozen's Bankers Trust Experience August 2010 - Present
Job VP/Managing Director ESOP Services at Bankers Trust
Industry Financial Services
Experience
Bankers Trust August 2010 - Present
BNC National Bank September 2003 - July 2010
NMB Associates, Inc November 1993 - August 2003
Media Technology Source January 2001 - April 2002
Marquette Bank 1985 - 1993
Arthur Anderson & Co 1981 - 1985
Skills
Due Diligence, Finance, Forecasting, Valuation, ERISA, Retirement Planning, Marketing, Succession Planning, Loans, Training, Management, Tax, Estate Planning, Public Speaking, Small Business, CPA, ESOP, Leadership, Credit Analysis, Integrated Marketing, Private Equity, Trustee, Commercial Lending, Financial Analysis, Mergers & Acquisitions
Education
American University 1975 — 1975
None, Criminal Justice
University of Minnesota-Twin Cities 1971 — 1975
Bachelor's of Science, Political Science and Secondary Educattion
Bankers Trust August 2010 - Present
BNC National Bank September 2003 - July 2010
NMB Associates, Inc November 1993 - August 2003
Media Technology Source January 2001 - April 2002
Marquette Bank 1985 - 1993
Arthur Anderson & Co 1981 - 1985
Skills
Due Diligence, Finance, Forecasting, Valuation, ERISA, Retirement Planning, Marketing, Succession Planning, Loans, Training, Management, Tax, Estate Planning, Public Speaking, Small Business, CPA, ESOP, Leadership, Credit Analysis, Integrated Marketing, Private Equity, Trustee, Commercial Lending, Financial Analysis, Mergers & Acquisitions
Education
American University 1975 — 1975
None, Criminal Justice
University of Minnesota-Twin Cities 1971 — 1975
Bachelor's of Science, Political Science and Secondary Educattion
Sara Freedman, CPA, CFA Sara Freedman, CPA, CFA's Bankers Trust Experience July 1993 - June 1999
Job AVP at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2012 - Present
Baruch College October 2010 - June 2011
Robeco April 2000 - June 2008
Tiedemann Trust Company October 1999 - April 2000
Bankers Trust July 1993 - June 1999
Skills
Financial Analysis, Portfolio Management, Compliance, Treasury, Risk Arbitrage, Equity Trading, Options, Trading, Financial Markets, Due Diligence, Derivatives, Banking, Equities, Bloomberg
Education
Baruch College, City University of New York (CUNY) 2009 — 2010
Masters, Finance
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
Bachelor of Science, Accounting
JPMorgan Chase January 2012 - Present
Baruch College October 2010 - June 2011
Robeco April 2000 - June 2008
Tiedemann Trust Company October 1999 - April 2000
Bankers Trust July 1993 - June 1999
Skills
Financial Analysis, Portfolio Management, Compliance, Treasury, Risk Arbitrage, Equity Trading, Options, Trading, Financial Markets, Due Diligence, Derivatives, Banking, Equities, Bloomberg
Education
Baruch College, City University of New York (CUNY) 2009 — 2010
Masters, Finance
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
Bachelor of Science, Accounting
John Ong John Ong's Bankers Trust Experience 1982 - 2000
Job Head of Corporate Finance & Equity Capital Markets at ABN AMRO Securities (USA) LLC
Industry Investment Banking
Experience
ABN AMRO Securities (USA) LLC June 2011 - Present
Sunrise Securities May 2009 - May 2011
BNP Paribas 2007 - January 2009
BNP Paribas 2006 - 2007
BNP Paribas 2002 - 2006
BNP Paribas 2000 - 2002
Deutsche Bank June 1999 - May 2000
Bankers Trust 1982 - 2000
Skills
Capital Markets, Corporate Finance, Emerging Markets, Leveraged Finance, Equities, Bonds, Equity Capital Markets, LBO, High Yield, Investment Banking, Mergers, Private Equity, Private Placements, Project Finance, Credit Risk, Mergers & Acquisitions, Commodity, Loans, Finance, Credit Analysis, Hedge Funds
Education
Amherst College 1978 — 1982
BA, European Studies
Western Reserve Academy 1974 — 1978
ABN AMRO Securities (USA) LLC June 2011 - Present
Sunrise Securities May 2009 - May 2011
BNP Paribas 2007 - January 2009
BNP Paribas 2006 - 2007
BNP Paribas 2002 - 2006
BNP Paribas 2000 - 2002
Deutsche Bank June 1999 - May 2000
Bankers Trust 1982 - 2000
Skills
Capital Markets, Corporate Finance, Emerging Markets, Leveraged Finance, Equities, Bonds, Equity Capital Markets, LBO, High Yield, Investment Banking, Mergers, Private Equity, Private Placements, Project Finance, Credit Risk, Mergers & Acquisitions, Commodity, Loans, Finance, Credit Analysis, Hedge Funds
Education
Amherst College 1978 — 1982
BA, European Studies
Western Reserve Academy 1974 — 1978
Thomas Marvits, CTFA Thomas Marvits, CTFA's Bankers Trust Experience 1990 - 1999
Job Fiduciary Officer, Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman September 2014 - Present
Morgan Stanley April 2014 - September 2014
PNC April 2012 - February 2014
PNC July 2008 - April 2012
Deutsche Bank 1990 - 2008
Bankers Trust 1990 - 1999
Skills
Real Estate, Asset Allocation, Investments, FINRA, Equities, Asset Managment, Securities, Investment Management, Series 7, Banking, Alternative Investments, Asset Management, Fiduciary Services, Mutual Funds, Portfolio Management, Trust Services, Financial Services, Fixed Income
Education
Adelphi University 1986 — 1990
Banking & Money Management, Banking, Economics and Accounting
Neuberger Berman September 2014 - Present
Morgan Stanley April 2014 - September 2014
PNC April 2012 - February 2014
PNC July 2008 - April 2012
Deutsche Bank 1990 - 2008
Bankers Trust 1990 - 1999
Skills
Real Estate, Asset Allocation, Investments, FINRA, Equities, Asset Managment, Securities, Investment Management, Series 7, Banking, Alternative Investments, Asset Management, Fiduciary Services, Mutual Funds, Portfolio Management, Trust Services, Financial Services, Fixed Income
Education
Adelphi University 1986 — 1990
Banking & Money Management, Banking, Economics and Accounting
Michael Karp's Bankers Trust Experience February 1994 - May 1996
Job Product Manager at SunGard
Industry Accounting
Experience
SunGard October 2004 - Present
Schonfeld Securities February 1998 - October 2004
Scotia Capital May 1996 - February 1998
Bankers Trust February 1994 - May 1996
J.P. Morgan January 1987 - February 1994
Skills
Back Office, Settlement, Accounting, Equities, Banking, Securities, Financial Accounting, Finance, Business Analysis, Fixed Income, Financial Services, Middle Office, Analysis, General Ledger, Agile Methodologies, Financial Audits, Product Management, Client Services, Software Implementation, Regulatory Reporting, Derivatives, Auditing, Financial Reporting
Education
Adelphi University 1997 — 2000
Graduate Certificate, Business Management
City College of New York 1977 — 1983
BS, Meteorology
SunGard October 2004 - Present
Schonfeld Securities February 1998 - October 2004
Scotia Capital May 1996 - February 1998
Bankers Trust February 1994 - May 1996
J.P. Morgan January 1987 - February 1994
Skills
Back Office, Settlement, Accounting, Equities, Banking, Securities, Financial Accounting, Finance, Business Analysis, Fixed Income, Financial Services, Middle Office, Analysis, General Ledger, Agile Methodologies, Financial Audits, Product Management, Client Services, Software Implementation, Regulatory Reporting, Derivatives, Auditing, Financial Reporting
Education
Adelphi University 1997 — 2000
Graduate Certificate, Business Management
City College of New York 1977 — 1983
BS, Meteorology
Susan Klovert's Bankers Trust Experience 1984 - 1987
Job CFO Vantage at IPG
Industry Marketing and Advertising
Experience
IPG January 2014 - Present
Interpublic Group July 2006 - Present
IPG January 2011 - January 2014
Alcatel-Lucent 2000 - July 2006
Perelman & Hemmindinger, PA, CPA 1998 - 1999
Dickenson Vrabel & Cassells, PA 1995 - 1996
Bankers Trust 1984 - 1987
Skills
Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Accounting, US GAAP, Financial Analysis, Revenue Recognition, Auditing, Managerial Finance, Financial Accounting, SEC filings, Mergers, Defined Benefit, Consolidation, Strategic Financial..., Sarbanes-Oxley, Mergers & Acquisitions, GAAP, CPA, Hyperion Enterprise, Financial Modeling, Budgets, Forecasting, Internal Audit, Employee Benefits, Variance Analysis, Cash Flow, Financial Risk, Assurance, Business Process..., Cash Management, Valuation, Executive Management, SAP, Payroll, Corporate Tax, Process Improvement, General Ledger, Tax Accounting, Shared Services, External Audit, Cash Flow Forecasting, PeopleSoft, Financial Audits, Treasury, Restructuring
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2006
Masters, Finance
Centenary College
BS, Accounting
Pace University 1983 — 1986
Accounting
Baruch College, City University of New York (CUNY) 1981 — 1983
Accounting
IPG January 2014 - Present
Interpublic Group July 2006 - Present
IPG January 2011 - January 2014
Alcatel-Lucent 2000 - July 2006
Perelman & Hemmindinger, PA, CPA 1998 - 1999
Dickenson Vrabel & Cassells, PA 1995 - 1996
Bankers Trust 1984 - 1987
Skills
Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Accounting, US GAAP, Financial Analysis, Revenue Recognition, Auditing, Managerial Finance, Financial Accounting, SEC filings, Mergers, Defined Benefit, Consolidation, Strategic Financial..., Sarbanes-Oxley, Mergers & Acquisitions, GAAP, CPA, Hyperion Enterprise, Financial Modeling, Budgets, Forecasting, Internal Audit, Employee Benefits, Variance Analysis, Cash Flow, Financial Risk, Assurance, Business Process..., Cash Management, Valuation, Executive Management, SAP, Payroll, Corporate Tax, Process Improvement, General Ledger, Tax Accounting, Shared Services, External Audit, Cash Flow Forecasting, PeopleSoft, Financial Audits, Treasury, Restructuring
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2006
Masters, Finance
Centenary College
BS, Accounting
Pace University 1983 — 1986
Accounting
Baruch College, City University of New York (CUNY) 1981 — 1983
Accounting
Alex Okrainsky, PMP, MBA Alex Okrainsky, PMP, MBA's Bankers Trust Experience 1997 - 1998
Job Vice President at Mizuho Corporate Bank
Industry Information Technology and Services
Experience
Mizuho Bank September 2006 - Present
Morgan Stanley 2005 - 2006
AXA Equitable 2000 - 2005
Russell Reynolds Associates 1998 - 2000
Bankers Trust 1997 - 1998
Skills
Management, Leadership, IT Strategy, SDLC, Enterprise Architecture, Vendor Management, Business Analysis, Software Project..., Integration, Risk Management, Requirements Analysis, IT Management, Solution Architecture, SOA, Project Portfolio..., Program Management, Banking, Data Center, Business Intelligence, Project Management, Business Process, PMP, Requirements Gathering, Disaster Recovery, Application Frameworks, Outsourcing
Education
Pace University - Lubin School of Business 1991 — 1995
Master of Business Administration (MBA), Corporate Finance
Saint Petersburg University of Transport
MS, Electrical Engineering
Mizuho Bank September 2006 - Present
Morgan Stanley 2005 - 2006
AXA Equitable 2000 - 2005
Russell Reynolds Associates 1998 - 2000
Bankers Trust 1997 - 1998
Skills
Management, Leadership, IT Strategy, SDLC, Enterprise Architecture, Vendor Management, Business Analysis, Software Project..., Integration, Risk Management, Requirements Analysis, IT Management, Solution Architecture, SOA, Project Portfolio..., Program Management, Banking, Data Center, Business Intelligence, Project Management, Business Process, PMP, Requirements Gathering, Disaster Recovery, Application Frameworks, Outsourcing
Education
Pace University - Lubin School of Business 1991 — 1995
Master of Business Administration (MBA), Corporate Finance
Saint Petersburg University of Transport
MS, Electrical Engineering
Edward Hawthorne Edward Hawthorne's Bankers Trust Experience 1989 - 1995
Job Partner at Element22
Industry Information Technology and Services
Experience
Element22 January 2014 - Present
Capco (The Capital Markets Company) January 2000 - May 2013
Andersen Consulting (Accenture) 1996 - 1999
Bankers Trust 1989 - 1995
Skills
Capital Markets, Hedge Funds, Equities, Derivatives, Fixed Income, Asset Management, Strategy, Portfolio Management
Education
Australian Graduate School of Management 1995 — 1996
MBA, Finance and Corporate Strategy
New York University - Leonard N. Stern School of Business
BSc, Finance and Economics
Element22 January 2014 - Present
Capco (The Capital Markets Company) January 2000 - May 2013
Andersen Consulting (Accenture) 1996 - 1999
Bankers Trust 1989 - 1995
Skills
Capital Markets, Hedge Funds, Equities, Derivatives, Fixed Income, Asset Management, Strategy, Portfolio Management
Education
Australian Graduate School of Management 1995 — 1996
MBA, Finance and Corporate Strategy
New York University - Leonard N. Stern School of Business
BSc, Finance and Economics
Amanda Kieler Amanda Kieler's Bankers Trust Experience August 2008 - Present
Job AVP Branch Administration at Bankers Trust
Industry Financial Services
Experience
SouthSiderStudios 2004 - Present
Bankers Trust August 2008 - Present
Bankers Trust September 2006 - August 2008
Bankers Trust 2003 - 2006
Skills
Financial Services, Banking, Process Improvement, Problem Solving, Project Management, Video Production, Film Production, Post Production, Production Planning, Production Managment, Craft Services, Video Editing, After Effects, Producing, HD Video, Customer Service, Social Media
Education
Graduate School of Banking - University of Colorado - Boulder 2010 — 2012
Graduate, Banking
AIB College of Business 1999 — 2003
Associate's Degree, Business Administration - Sales and Marketing
SouthSiderStudios 2004 - Present
Bankers Trust August 2008 - Present
Bankers Trust September 2006 - August 2008
Bankers Trust 2003 - 2006
Skills
Financial Services, Banking, Process Improvement, Problem Solving, Project Management, Video Production, Film Production, Post Production, Production Planning, Production Managment, Craft Services, Video Editing, After Effects, Producing, HD Video, Customer Service, Social Media
Education
Graduate School of Banking - University of Colorado - Boulder 2010 — 2012
Graduate, Banking
AIB College of Business 1999 — 2003
Associate's Degree, Business Administration - Sales and Marketing
Ernest G Fagan Ernest G Fagan's Bankers Trust Experience 1986 - 1987
Job Professor, Contract Management
Industry Professional Training & Coaching
Experience
Defense Acquisition University November 2010 - Present
Space and Naval Warfare Command June 2007 - November 2010
United States Navy June 1987 - July 2007
Bankers Trust 1986 - 1987
Education
University of Redlands 1991 — 1995
MBA, Business Administration
Baruch College, City University of New York (CUNY) 1978 — 1982
Defense Acquisition University November 2010 - Present
Space and Naval Warfare Command June 2007 - November 2010
United States Navy June 1987 - July 2007
Bankers Trust 1986 - 1987
Education
University of Redlands 1991 — 1995
MBA, Business Administration
Baruch College, City University of New York (CUNY) 1978 — 1982
Kinnary Patel Kinnary Patel's Bankers Trust Experience July 1989 - October 1991
Job Managing Principal
Industry Financial Services
Experience
GWR Search Group October 2007 - Present
Accountants International July 1994 - February 2000
Banc of America Securities October 1993 - July 1994
Mellon Financial September 1991 - September 1993
Bankers Trust July 1989 - October 1991
Skills
Financial Analysis, Investment Banking, Valuation, Investments, Private Equity, Capital Markets, Due Diligence, Mergers & Acquisitions
Education
Baruch College, City University of New York (CUNY)
BBA, Finance & Investments, Economics
California State University-Hayward - School of Business and Economics
MBA, Human Resources & Finance
GWR Search Group October 2007 - Present
Accountants International July 1994 - February 2000
Banc of America Securities October 1993 - July 1994
Mellon Financial September 1991 - September 1993
Bankers Trust July 1989 - October 1991
Skills
Financial Analysis, Investment Banking, Valuation, Investments, Private Equity, Capital Markets, Due Diligence, Mergers & Acquisitions
Education
Baruch College, City University of New York (CUNY)
BBA, Finance & Investments, Economics
California State University-Hayward - School of Business and Economics
MBA, Human Resources & Finance
Albert Porpora Albert Porpora's Bankers Trust Experience 1993 - 1994
Job Service Delivery Manager at National Grid
Industry Information Technology and Services
Experience
National Grid April 2015 - Present
MUFG Americas February 2012 - April 2015
Guardian Life Insurance June 2007 - February 2012
JPMorgan Chase 1998 - 2007
JPMorganChase 1998 - 2007
UBS Investment Bank 1994 - 1998
Bankers Trust 1993 - 1994
Prudential 1989 - 1993
Skills
ITIL, Service Delivery, Root Cause Analysis, Incident Management, SLA, Vendor Management, Sla, HP, Project Management, Technical Support, SharePoint, Problem Management, IT Operations, PMO, Information Technology, Visio, CRM, Business Analysis, Stakeholder Engagement, Outsourcing, Strategic Planning, Software Project..., Disaster Recovery, Software Documentation, IT Management, Business Process, Call Center, Change Management, Infrastructure, Resource Management, Business Continuity, Management, Process Improvement, IT Service Management, System Deployment, Troubleshooting, Stakeholder Management, Project Delivery, Service Management, Data Center, Servers, IT Strategy, Requirements Gathering, Program Management, Offshoring, Continuous Improvement, SDLC, Risk Management, Banking, Relationship Management
Education
Adelphi University 2001 — 2004
MBA, Management
Baruch College, City University of New York (CUNY) 1983 — 1987
BBA, Information Systems
Power Memorial Academy 1979 — 1983
National Grid April 2015 - Present
MUFG Americas February 2012 - April 2015
Guardian Life Insurance June 2007 - February 2012
JPMorgan Chase 1998 - 2007
JPMorganChase 1998 - 2007
UBS Investment Bank 1994 - 1998
Bankers Trust 1993 - 1994
Prudential 1989 - 1993
Skills
ITIL, Service Delivery, Root Cause Analysis, Incident Management, SLA, Vendor Management, Sla, HP, Project Management, Technical Support, SharePoint, Problem Management, IT Operations, PMO, Information Technology, Visio, CRM, Business Analysis, Stakeholder Engagement, Outsourcing, Strategic Planning, Software Project..., Disaster Recovery, Software Documentation, IT Management, Business Process, Call Center, Change Management, Infrastructure, Resource Management, Business Continuity, Management, Process Improvement, IT Service Management, System Deployment, Troubleshooting, Stakeholder Management, Project Delivery, Service Management, Data Center, Servers, IT Strategy, Requirements Gathering, Program Management, Offshoring, Continuous Improvement, SDLC, Risk Management, Banking, Relationship Management
Education
Adelphi University 2001 — 2004
MBA, Management
Baruch College, City University of New York (CUNY) 1983 — 1987
BBA, Information Systems
Power Memorial Academy 1979 — 1983
Judy Morilla Judy Morilla's Bankers Trust Experience June 1989 - December 1994
Job Sr. Adm. Assistant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2010 - Present
St. Luke's Hospital November 2006 - April 2007
Specialized Thereapy Associates, LLC November 2004 - June 2005
State Street September 1998 - January 2004
Cushman & Wakefield September 1996 - September 1998
Bankers Trust June 1989 - December 1994
Skills
Accounts Payable, Excel, Engage, Global Commission..., Outlook, Peoplesoft, PowerPoint, Word, Bilingual, SharePoint, Visio, Microsoft Excel, Derivatives, Access, Investments
Education
PC Tech Learning Center 2003 — 2004
Associate, Medical Billing Coder
First School of Paralegal and Secretarial 1983 — 1985
Associate, Business & Management
BNY Mellon August 2010 - Present
St. Luke's Hospital November 2006 - April 2007
Specialized Thereapy Associates, LLC November 2004 - June 2005
State Street September 1998 - January 2004
Cushman & Wakefield September 1996 - September 1998
Bankers Trust June 1989 - December 1994
Skills
Accounts Payable, Excel, Engage, Global Commission..., Outlook, Peoplesoft, PowerPoint, Word, Bilingual, SharePoint, Visio, Microsoft Excel, Derivatives, Access, Investments
Education
PC Tech Learning Center 2003 — 2004
Associate, Medical Billing Coder
First School of Paralegal and Secretarial 1983 — 1985
Associate, Business & Management
Yvonne Nappier Yvonne Nappier's Bankers Trust Experience September 1997 - April 1998
Job Sr. Administrative Assistant at PAREXEL
Industry Pharmaceuticals
Experience
PAREXEL March 2015 - Present
GlaxoSmithKline September 2005 - March 2015
Greene Resources June 2004 - September 2005
Hudson Global Resources September 2003 - May 2004
Doctors Health Plan July 2002 - January 2003
Jet Propulsion Laboratory September 1998 - June 2002
Bankers Trust September 1997 - April 1998
20th Century Fox February 1996 - September 1997
Skills
Travel Arrangements, Calendars, Healthcare, Microsoft Excel, PowerPoint, Confidentiality, Outlook, Event Management, Research, Editing, Lotus Notes, Office Management, Public Speaking, Coaching, Customer Service, Microsoft Office, Strategic Planning, Project Management, Marketing, Program Management, Software Documentation, Analysis, Training, Troubleshooting, Operations Management, Management, Data Analysis, Data Entry, Leadership, Team Leadership, Recruiting, Organizational..., Team Building, Employee Relations, Process Improvement, Fundraising, Leadership Development, Public Relations, Market Research, Social Media, Event Planning, Consulting, Pharmaceutical Industry, Microsoft Word, Sales, Administrative...
Education
Washington State University 2005 — 2007
Sociology/Psychology, Junior
Arizona State University 1983 — 1985
Journalism
PAREXEL March 2015 - Present
GlaxoSmithKline September 2005 - March 2015
Greene Resources June 2004 - September 2005
Hudson Global Resources September 2003 - May 2004
Doctors Health Plan July 2002 - January 2003
Jet Propulsion Laboratory September 1998 - June 2002
Bankers Trust September 1997 - April 1998
20th Century Fox February 1996 - September 1997
Skills
Travel Arrangements, Calendars, Healthcare, Microsoft Excel, PowerPoint, Confidentiality, Outlook, Event Management, Research, Editing, Lotus Notes, Office Management, Public Speaking, Coaching, Customer Service, Microsoft Office, Strategic Planning, Project Management, Marketing, Program Management, Software Documentation, Analysis, Training, Troubleshooting, Operations Management, Management, Data Analysis, Data Entry, Leadership, Team Leadership, Recruiting, Organizational..., Team Building, Employee Relations, Process Improvement, Fundraising, Leadership Development, Public Relations, Market Research, Social Media, Event Planning, Consulting, Pharmaceutical Industry, Microsoft Word, Sales, Administrative...
Education
Washington State University 2005 — 2007
Sociology/Psychology, Junior
Arizona State University 1983 — 1985
Journalism
Joseph Danenza Joseph Danenza's Bankers Trust Experience May 1986 - August 1992
Job Assistant Director of Police Information Systems at Nassau County
Industry Information Technology and Services
Experience
East Meadow School District May 2010 - Present
Nassau County July 2005 - Present
JPMorgan Chase January 2005 - July 2005
Goldman Sachs May 2004 - January 2005
NYC Department of Education June 2003 - May 2004
Harris Lauren Associates November 2002 - May 2004
Netik 2000 - 2002
TNT Express August 1995 - October 2000
Dreyfus August 1992 - August 1995
Bankers Trust May 1986 - August 1992
Skills
Vendor Management, Financial Services, Banking, Project Management, Strategic Planning, Business Analysis, Program Management, Access, Risk Management, Team Building, Microsoft Office, Disaster Recovery, Change Management, Process Improvement, Securities, Microsoft Word, Coaching, Financial Analysis, CRM, Analysis, Training, System Administration, Management, Management Consulting, Data Warehousing, Integration, Government, Strategy, Requirements Analysis, SDLC, Budgets, Public Speaking, Security, Finance, Consulting, Situational Leadership
Education
Baruch College, City University of New York (CUNY) 1980 — 1986
MBA, Information Technology
Saint John's University 1973 — 1977
BA, Political Science and Psychology
East Meadow School District May 2010 - Present
Nassau County July 2005 - Present
JPMorgan Chase January 2005 - July 2005
Goldman Sachs May 2004 - January 2005
NYC Department of Education June 2003 - May 2004
Harris Lauren Associates November 2002 - May 2004
Netik 2000 - 2002
TNT Express August 1995 - October 2000
Dreyfus August 1992 - August 1995
Bankers Trust May 1986 - August 1992
Skills
Vendor Management, Financial Services, Banking, Project Management, Strategic Planning, Business Analysis, Program Management, Access, Risk Management, Team Building, Microsoft Office, Disaster Recovery, Change Management, Process Improvement, Securities, Microsoft Word, Coaching, Financial Analysis, CRM, Analysis, Training, System Administration, Management, Management Consulting, Data Warehousing, Integration, Government, Strategy, Requirements Analysis, SDLC, Budgets, Public Speaking, Security, Finance, Consulting, Situational Leadership
Education
Baruch College, City University of New York (CUNY) 1980 — 1986
MBA, Information Technology
Saint John's University 1973 — 1977
BA, Political Science and Psychology
don delaney don delaney's Bankers Trust Experience 1971 - 1974
Job Entrepreneurial Advisor Mentor at A Foundation funded NotForProfit
Industry Executive Office
Experience
A Foundation funded Not-For-Profit August 2015 - Present
D & Co. 1980 - Present
Cuney Group Limited 1991 - Present
Delaney / Dallas 1980 - 2000
Bankers Trust 1971 - 1974
Skills
Real Estate, Entrepreneurship, Strategic Planning, New Business Development, Recruiting, Venture Financing, business sale, Career Strategist, Resume Writing, Interview Preparation, Outplacement, Written & Oral..., Investment Properties, Marketing, Investments, Marketing Strategy, Contract Negotiation, Negotiation, Talent Developer, Organizational..., Start-ups, Strategy, Training, Business Sale, Nonprofits, Public Speaking, Business Planning, Small Business, Coaching, Leadership, Business Development, Retail, Business Strategy, Team Building, Strategic Partnerships, Online Marketing, Public Relations, Social Networking, Management, Advertising, Fundraising, Management Consulting, Social Media, Market Research, Social Media Marketing, Venture Capital, Marketing Communications, Budgets, Event Management, Strategic Financial...
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Capstone, Entrepreneurship/Entrepreneurial Studies, Distincition - 4.10
University of Maryland 2015 — 2015
Masters Series: Technology Entrepreneurship, New Venture Funding
University of Maryland 2014 — 2014
Innovation & Entrepreneurship: Idea to Marketplace, Entrepreneurship/Entrepreneurial Studies
University of North Carolina at Chapel Hill 2014 — 2014
Your Big Idea - Conceiving, Organizing and Launching a Start-Up, Entrepreneurship/Entrepreneurial Studies
Darden Graduate School of Business Administration 2013 — 2015
Design Thinking - PT 1 / Scaling Entrepreneurial businesses - 101 & 102, Entrepreneurship/Entrepreneurial Studies
Southern Methodist University - Cox School of Business 1978 — 1980
Entrepreneurship, Business Ownership
University of Maryland College Park 2014 — 2014
Developing Innovative Ideas for New Companies, Entrepreneurship/Entrepreneurial Studies, With Distinction
Bard College
Behavioral Economics
The Culinary Institute of America 1987 — 1990
Completed the Boot Camp curriculum of courses
A Foundation funded Not-For-Profit August 2015 - Present
D & Co. 1980 - Present
Cuney Group Limited 1991 - Present
Delaney / Dallas 1980 - 2000
Bankers Trust 1971 - 1974
Skills
Real Estate, Entrepreneurship, Strategic Planning, New Business Development, Recruiting, Venture Financing, business sale, Career Strategist, Resume Writing, Interview Preparation, Outplacement, Written & Oral..., Investment Properties, Marketing, Investments, Marketing Strategy, Contract Negotiation, Negotiation, Talent Developer, Organizational..., Start-ups, Strategy, Training, Business Sale, Nonprofits, Public Speaking, Business Planning, Small Business, Coaching, Leadership, Business Development, Retail, Business Strategy, Team Building, Strategic Partnerships, Online Marketing, Public Relations, Social Networking, Management, Advertising, Fundraising, Management Consulting, Social Media, Market Research, Social Media Marketing, Venture Capital, Marketing Communications, Budgets, Event Management, Strategic Financial...
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Capstone, Entrepreneurship/Entrepreneurial Studies, Distincition - 4.10
University of Maryland 2015 — 2015
Masters Series: Technology Entrepreneurship, New Venture Funding
University of Maryland 2014 — 2014
Innovation & Entrepreneurship: Idea to Marketplace, Entrepreneurship/Entrepreneurial Studies
University of North Carolina at Chapel Hill 2014 — 2014
Your Big Idea - Conceiving, Organizing and Launching a Start-Up, Entrepreneurship/Entrepreneurial Studies
Darden Graduate School of Business Administration 2013 — 2015
Design Thinking - PT 1 / Scaling Entrepreneurial businesses - 101 & 102, Entrepreneurship/Entrepreneurial Studies
Southern Methodist University - Cox School of Business 1978 — 1980
Entrepreneurship, Business Ownership
University of Maryland College Park 2014 — 2014
Developing Innovative Ideas for New Companies, Entrepreneurship/Entrepreneurial Studies, With Distinction
Bard College
Behavioral Economics
The Culinary Institute of America 1987 — 1990
Completed the Boot Camp curriculum of courses
Jim Siegrist Jim Siegrist's Bankers Trust Experience July 1994 - January 1996
Job Managing Member at Contineo LLC
Industry Marketing and Advertising
Experience
Contineo LLC July 2015 - Present
Cydcor February 2008 - June 2015
Hadley Partners February 2004 - September 2007
Deutsche Bank January 1996 - June 2002
Bankers Trust July 1994 - January 1996
GE Capital June 1989 - June 1991
Skills
Mergers, Strategic Partnerships, Business Development, Strategic Planning, New Business Development, Start-ups, Investment Banking, Financial Analysis, Marketing Strategy, Corporate Finance, Corporate Development, Entrepreneurship, Sales, Marketing, Business Strategy, Sales Management, Lead Generation, Business Planning, Leadership, Management, Cross-functional Team..., P&L Management, Analytics, Market Research, Management Consulting, Team Building, Selling, E-commerce, Mergers & Acquisitions, Direct Marketing, Product Marketing, Direct Sales, Strategy, Account Management, Executive Management, B2B, Competitive Analysis, Salesforce.com, Venture Capital, Outsourcing, Finance
Education
UCLA Anderson School of Management 1992 — 1994
M.B.A., Finance
Babson College 1985 — 1989
B.S., Finance
Babson College 1985 — 1989
Bachelor's degree, Finance and Financial Management Services
Oliver Ames High School 1983 — 1985
Contineo LLC July 2015 - Present
Cydcor February 2008 - June 2015
Hadley Partners February 2004 - September 2007
Deutsche Bank January 1996 - June 2002
Bankers Trust July 1994 - January 1996
GE Capital June 1989 - June 1991
Skills
Mergers, Strategic Partnerships, Business Development, Strategic Planning, New Business Development, Start-ups, Investment Banking, Financial Analysis, Marketing Strategy, Corporate Finance, Corporate Development, Entrepreneurship, Sales, Marketing, Business Strategy, Sales Management, Lead Generation, Business Planning, Leadership, Management, Cross-functional Team..., P&L Management, Analytics, Market Research, Management Consulting, Team Building, Selling, E-commerce, Mergers & Acquisitions, Direct Marketing, Product Marketing, Direct Sales, Strategy, Account Management, Executive Management, B2B, Competitive Analysis, Salesforce.com, Venture Capital, Outsourcing, Finance
Education
UCLA Anderson School of Management 1992 — 1994
M.B.A., Finance
Babson College 1985 — 1989
B.S., Finance
Babson College 1985 — 1989
Bachelor's degree, Finance and Financial Management Services
Oliver Ames High School 1983 — 1985
Sheila McKinney Sheila McKinney's Bankers Trust Experience 1995 - 2001
Job Vice President at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein Vice President and DirectorBank of New York MellonAugust 2002 - December 2003
PricewaterhouseCoopers January 2001 - August 2002
Bankers Trust 1995 - 2001
Education
Baruch College, City University of New York (CUNY) 1993 — 1995
MBA, Management
New York University - Leonard N. Stern School of Business 1981 — 1984
BS, Accounting and Marketing
AllianceBernstein Vice President and DirectorBank of New York MellonAugust 2002 - December 2003
PricewaterhouseCoopers January 2001 - August 2002
Bankers Trust 1995 - 2001
Education
Baruch College, City University of New York (CUNY) 1993 — 1995
MBA, Management
New York University - Leonard N. Stern School of Business 1981 — 1984
BS, Accounting and Marketing
Linda Pratt Linda Pratt's Bankers Trust Experience 1991 - 1996
Job CEO and President, Invision Consulting
Industry Hospitality
Experience
Invision Consulting 1999 - Present
Bankers Trust 1991 - 1996
KPMG US 1985 - 1991
Index Consulting 1983 - 1985
Andersen Consulting (Now Accenture) 1981 - 1982
Skills
Strategic Planning, Marketing Communications, Consulting, Public Relations, Business Development, Marketing Strategy, Strategy
Education
Babson College 1980 — 1982
Master of Business Administration (MBA), Management Information Systems, General
University of Wisconsin-Madison
Bachelor of Arts (B.A.), French Language and Literature
Invision Consulting 1999 - Present
Bankers Trust 1991 - 1996
KPMG US 1985 - 1991
Index Consulting 1983 - 1985
Andersen Consulting (Now Accenture) 1981 - 1982
Skills
Strategic Planning, Marketing Communications, Consulting, Public Relations, Business Development, Marketing Strategy, Strategy
Education
Babson College 1980 — 1982
Master of Business Administration (MBA), Management Information Systems, General
University of Wisconsin-Madison
Bachelor of Arts (B.A.), French Language and Literature
Liz Guarracino Liz Guarracino's Bankers Trust Experience 1992 - 1998
Job Consultant at NYC School Construction Authority
Industry Accounting
Experience
NYC School Construction Authority August 2011 - May 2014
Freelance Photographer July 2011 - August 2012
Newmark Knight Frank Frederick Ross November 2007 - May 2011
Bankers Trust 1992 - 1998
Skills
Accounting, Real Estate, Outlook, Microsoft Excel, Microsoft Office, Access, Accounts Payable, Customer Service, Microsoft Word, QuickBooks, Photoshop, Adobe Creative Suite, Windows, Budgets, Financial Analysis, PowerPoint, Accounts Receivable, Research, General Ledger, Social Media, Commercial Real Estate, Invoicing, Contract Management, Operating Budgets, Payroll, Software Documentation
Education
Art Institute of Colorado 1998 — 1999
Iona College 1989 — 1993
Accounting and Art
NYC School Construction Authority August 2011 - May 2014
Freelance Photographer July 2011 - August 2012
Newmark Knight Frank Frederick Ross November 2007 - May 2011
Bankers Trust 1992 - 1998
Skills
Accounting, Real Estate, Outlook, Microsoft Excel, Microsoft Office, Access, Accounts Payable, Customer Service, Microsoft Word, QuickBooks, Photoshop, Adobe Creative Suite, Windows, Budgets, Financial Analysis, PowerPoint, Accounts Receivable, Research, General Ledger, Social Media, Commercial Real Estate, Invoicing, Contract Management, Operating Budgets, Payroll, Software Documentation
Education
Art Institute of Colorado 1998 — 1999
Iona College 1989 — 1993
Accounting and Art
Emma Levin's Bankers Trust Experience April 1996 - April 1997
Job General Partner at Jakob Pek HYIP Fund
Industry Financial Services
Experience
Jakob Pek HYIP Fund June 2013 - Present
Medco February 2004 - April 2013
Goldman Sachs May 1997 - January 2004
Bankers Trust April 1996 - April 1997
Skills
Investment Management, Financial Analysis, Leadership, Investment Strategies, Business Analysis, Process Improvement, Vendor Management, Investment Banking, Investments, Investment Advisory, Investment Properties, Software Documentation, Visio, Requirements Analysis, SharePoint, Management, Financial Services, Requirements Gathering, SQL, Software Project..., Cross-functional Team...
Education
Moscow Institute of Finance and Economics at Financial Academy under Government of Russian Federation
Master's degree, Business Statistics
Jakob Pek HYIP Fund June 2013 - Present
Medco February 2004 - April 2013
Goldman Sachs May 1997 - January 2004
Bankers Trust April 1996 - April 1997
Skills
Investment Management, Financial Analysis, Leadership, Investment Strategies, Business Analysis, Process Improvement, Vendor Management, Investment Banking, Investments, Investment Advisory, Investment Properties, Software Documentation, Visio, Requirements Analysis, SharePoint, Management, Financial Services, Requirements Gathering, SQL, Software Project..., Cross-functional Team...
Education
Moscow Institute of Finance and Economics at Financial Academy under Government of Russian Federation
Master's degree, Business Statistics
Alexander Kaplan Alexander Kaplan's Bankers Trust Experience November 1997 - August 1999
Job LAN Administrator at Key Bank
Industry Banking
Experience
KeyBank April 2008 - Present
UBS July 2002 - April 2008
UBS July 2002 - April 2008
AT&T November 2001 - July 2002
Goldman Sachs August 2000 - November 2001
Goldman Sachs August 1999 - August 2000
Deutsche Bank Securities November 1997 - August 1999
Bankers Trust November 1997 - August 1999
Morgan Stanley July 1996 - November 1997
Morgan Stanley July 1996 - November 1997
Skills
Desktop Support, XP, Laptops, Lotus Notes, Active Directory, Troubleshooting, HP, Windows, Windows Server 2003, Bloomberg, Blackberry, TCP/IP, Operating Systems, Visio, System Administration, Problem Solving, Microsoft Office, Factset, Trading Floor, Access, Computer Hardware, Disaster Recovery, Help Desk Support, Hardware, Information Technology, ITIL, Network Administration, Integration, Network Security, Networking, Routers, Printers, Servers, Security, Software Installation, Software Documentation, Technical Support, Unix, System Deployment, Switches, Windows Server, Windows 7, VPN, Windows XP
Education
Baruch College, City University of New York (CUNY) 1994 — 1996
Computer Information Systems
Baruch College
Computer Information Systems
KeyBank April 2008 - Present
UBS July 2002 - April 2008
UBS July 2002 - April 2008
AT&T November 2001 - July 2002
Goldman Sachs August 2000 - November 2001
Goldman Sachs August 1999 - August 2000
Deutsche Bank Securities November 1997 - August 1999
Bankers Trust November 1997 - August 1999
Morgan Stanley July 1996 - November 1997
Morgan Stanley July 1996 - November 1997
Skills
Desktop Support, XP, Laptops, Lotus Notes, Active Directory, Troubleshooting, HP, Windows, Windows Server 2003, Bloomberg, Blackberry, TCP/IP, Operating Systems, Visio, System Administration, Problem Solving, Microsoft Office, Factset, Trading Floor, Access, Computer Hardware, Disaster Recovery, Help Desk Support, Hardware, Information Technology, ITIL, Network Administration, Integration, Network Security, Networking, Routers, Printers, Servers, Security, Software Installation, Software Documentation, Technical Support, Unix, System Deployment, Switches, Windows Server, Windows 7, VPN, Windows XP
Education
Baruch College, City University of New York (CUNY) 1994 — 1996
Computer Information Systems
Baruch College
Computer Information Systems
Elizabeth Byrnes Elizabeth Byrnes's Bankers Trust Experience 1991 - 1996
Job Managing Director at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs March 2007 - Present
Merrill Lynch 1996 - 2007
Bankers Trust 1991 - 1996
Education
Allegheny College
BA
Illinois Institute of Technology
PHD
Goldman Sachs March 2007 - Present
Merrill Lynch 1996 - 2007
Bankers Trust 1991 - 1996
Education
Allegheny College
BA
Illinois Institute of Technology
PHD
Christopher Feeley Christopher Feeley's Bankers Trust Experience 1997 - 1998
Job President and Managing Principal at Oculus Capital Group
Industry Financial Services
Experience
Oculus Capital Group February 2010 - Present
NorthMarq Capital February 2002 - February 2010
GE Capital Real Estate - JV Equity 1998 - 2002
Bankers Trust 1997 - 1998
USF&G Real Estate 1991 - 1997
NationsBank (Now Bank of America) 1989 - 1991
Skills
Debt, Investment Banking, Investors, Apartments, Equities, Real Estate Investment, Real Estate Finance, Real Estate Economics, Investment Properties, Dispositions, Real Estate, Asset Management, Commercial Real Estate, Due Diligence, Real Estate Development
Education
American University
BA, International Economics and Marketing Communications
The George Washington University - School of Business
MBA, MBA - Finance
Oculus Capital Group February 2010 - Present
NorthMarq Capital February 2002 - February 2010
GE Capital Real Estate - JV Equity 1998 - 2002
Bankers Trust 1997 - 1998
USF&G Real Estate 1991 - 1997
NationsBank (Now Bank of America) 1989 - 1991
Skills
Debt, Investment Banking, Investors, Apartments, Equities, Real Estate Investment, Real Estate Finance, Real Estate Economics, Investment Properties, Dispositions, Real Estate, Asset Management, Commercial Real Estate, Due Diligence, Real Estate Development
Education
American University
BA, International Economics and Marketing Communications
The George Washington University - School of Business
MBA, MBA - Finance
Marliz Vega Marliz Vega's Bankers Trust Experience February 2015 - Present
Job Student
Industry Financial Services
Experience
Bankers Trust February 2015 - Present
Olive Garden April 2014 - Present
Equifax August 2014 - January 2015
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Research, Social Media, Leadership, English, Team Leadership, Photoshop, Windows, Outlook, Social Networking, Budgets, Time Management, Data Entry, Access
Education
AIB College of Business 2013 — 2016
Bachelor's degree, Business Administration and Management, General
valley high school 2010 — 2013
12
Bankers Trust February 2015 - Present
Olive Garden April 2014 - Present
Equifax August 2014 - January 2015
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Research, Social Media, Leadership, English, Team Leadership, Photoshop, Windows, Outlook, Social Networking, Budgets, Time Management, Data Entry, Access
Education
AIB College of Business 2013 — 2016
Bachelor's degree, Business Administration and Management, General
valley high school 2010 — 2013
12
Gina Lepore Gina Lepore's Bankers Trust Experience 1991 - 1992
Job IT
Industry Financial Services
Experience
Bridgewater Associates March 2012 - Present
PCOM May 2003 - March 2012
Strategic Planning Services Consulting 1993 - 1997
Bankers Trust 1991 - 1992
Deutsche Bank 1991 - 1992
Unisys March 1985 - June 1990
NCR September 1982 - March 1985
Skills
Problem Solving, Strategy Development, Strategic Planning, Organizational..., Team Building, Mentoring, Program Management, Management, Strategy, Leadership, Healthcare, Change Management, Fundraising, Analysis, New Business Development, Management Consulting, Leadership Development, Coaching, Contract Negotiation, Process Improvement, Business Strategy, Training, Start-ups, Public Speaking, Vendor Management, Performance Management, Business Analysis, Project Management, Team Leadership, Research, Operations Management, Budgets, Business Planning, Sales, Risk Management, Customer Service, Marketing Strategy, Cross-functional Team..., Nonprofits, Project Planning, Executive Management, Employee Relations, Human Resources, Outsourcing, Business Intelligence, Business Process..., Data Analysis, Business Development, Entrepreneurship, Recruiting
Education
Pacific College of Oriental Medicine 2005 — 2009
Doctor of Acupuncture and Orientall Medicine, Acupuncture and Oriental Medicine
Pacific College of Oriental Medicine 1996 — 1999
MSTOM, Acupuncture and Chinese Herbal Medicine
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance
Adelphi University 1985 — 1987
MBA, marketing
Saint John's University 1980 — 1982
BS, Computer Science
Bishop Kearney High School
Bridgewater Associates March 2012 - Present
PCOM May 2003 - March 2012
Strategic Planning Services Consulting 1993 - 1997
Bankers Trust 1991 - 1992
Deutsche Bank 1991 - 1992
Unisys March 1985 - June 1990
NCR September 1982 - March 1985
Skills
Problem Solving, Strategy Development, Strategic Planning, Organizational..., Team Building, Mentoring, Program Management, Management, Strategy, Leadership, Healthcare, Change Management, Fundraising, Analysis, New Business Development, Management Consulting, Leadership Development, Coaching, Contract Negotiation, Process Improvement, Business Strategy, Training, Start-ups, Public Speaking, Vendor Management, Performance Management, Business Analysis, Project Management, Team Leadership, Research, Operations Management, Budgets, Business Planning, Sales, Risk Management, Customer Service, Marketing Strategy, Cross-functional Team..., Nonprofits, Project Planning, Executive Management, Employee Relations, Human Resources, Outsourcing, Business Intelligence, Business Process..., Data Analysis, Business Development, Entrepreneurship, Recruiting
Education
Pacific College of Oriental Medicine 2005 — 2009
Doctor of Acupuncture and Orientall Medicine, Acupuncture and Oriental Medicine
Pacific College of Oriental Medicine 1996 — 1999
MSTOM, Acupuncture and Chinese Herbal Medicine
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance
Adelphi University 1985 — 1987
MBA, marketing
Saint John's University 1980 — 1982
BS, Computer Science
Bishop Kearney High School
Irene Belinsky Irene Belinsky's Bankers Trust Experience July 1998 - August 1998
Job Sr PM/PMO Consultant
Industry Banking
Experience
UBS Investment Bank May 2015 - Present
IBEL CORP August 2012 - Present
Citigroup September 2012 - January 2015
Federal Home Loan Bank of New York November 2006 - August 2012
UBS Wealth Management August 1999 - November 2006
Bankers Trust July 1998 - August 1998
JP Morgan July 1997 - August 1997
The New Yorker June 1996 - August 1996
Skills
User Acceptance Testing, Project Management, Business Requirements, Vendor Management, SDLC, Visio, Business Analysis, PMO, Requirements Analysis, Project Portfolio..., SharePoint, Program Management, PMP, IT Management, IT Strategy, MS Project, Requirements Gathering, Software Project..., Change Management, Project Delivery, Information Technology
Education
City University of New York-Baruch College 2001 — 2005
MBA, International Business, 3.4
City University of New York-Baruch College 1996 — 1999
BBA, Information Systems
Rutgers University-New Brunswick 1994 — 1996
Information Systems
New York University
UBS Investment Bank May 2015 - Present
IBEL CORP August 2012 - Present
Citigroup September 2012 - January 2015
Federal Home Loan Bank of New York November 2006 - August 2012
UBS Wealth Management August 1999 - November 2006
Bankers Trust July 1998 - August 1998
JP Morgan July 1997 - August 1997
The New Yorker June 1996 - August 1996
Skills
User Acceptance Testing, Project Management, Business Requirements, Vendor Management, SDLC, Visio, Business Analysis, PMO, Requirements Analysis, Project Portfolio..., SharePoint, Program Management, PMP, IT Management, IT Strategy, MS Project, Requirements Gathering, Software Project..., Change Management, Project Delivery, Information Technology
Education
City University of New York-Baruch College 2001 — 2005
MBA, International Business, 3.4
City University of New York-Baruch College 1996 — 1999
BBA, Information Systems
Rutgers University-New Brunswick 1994 — 1996
Information Systems
New York University
Robert Berk Robert Berk's Bankers Trust Experience 1991 - 1993
Job Chief Operating Officer, Managing Director, Investment Banking
Industry Financial Services
Experience
USBank 2009 - Present
JPMorgan 1993 - 2009
Bankers Trust 1991 - 1993
Citibank 1989 - 1991
Skills
Financial Operations, Financial Services, P&L Management, Operational Risk..., Strategic Planning, Strategic Partnerships, Capital Markets, Dodd-Frank, Business Process..., Procedure Development, Financial Controls, Revenue & Profit Growth, Trading Systems, Financial Technology, Merger Integrations, Investments, High Yield Bonds, Asset Management, Banking, Bonds, Credit Derivatives, Derivatives, Equities, Hedge Funds, Fixed Income, High Yield, Investment Banking, Leveraged Finance, Loans, Management, Risk Management
Education
Baruch College, City University of New York (CUNY) 1982 — 1986
BBA, Finance
USBank 2009 - Present
JPMorgan 1993 - 2009
Bankers Trust 1991 - 1993
Citibank 1989 - 1991
Skills
Financial Operations, Financial Services, P&L Management, Operational Risk..., Strategic Planning, Strategic Partnerships, Capital Markets, Dodd-Frank, Business Process..., Procedure Development, Financial Controls, Revenue & Profit Growth, Trading Systems, Financial Technology, Merger Integrations, Investments, High Yield Bonds, Asset Management, Banking, Bonds, Credit Derivatives, Derivatives, Equities, Hedge Funds, Fixed Income, High Yield, Investment Banking, Leveraged Finance, Loans, Management, Risk Management
Education
Baruch College, City University of New York (CUNY) 1982 — 1986
BBA, Finance
Sherrika Fuller Sherrika Fuller's Bankers Trust Experience May 1996 - September 1996
Job VP, Global Head of Corporate Services Technology at BlackRock
Industry Financial Services
Experience
BlackRock February 2013 - Present
BlackRock November 2010 - February 2013
AllianceBernstein March 1997 - November 2010
Instinet Incorporated October 1996 - February 1997
Bankers Trust May 1996 - September 1996
Hofstra University September 1993 - April 1996
Skills
ITIL, Service Delivery, Outsourcing, Service Desk, Business Analysis, IT Strategy, Problem Management, Process Improvement, Program Management, VPN, Management, Asset Management, Disaster Recovery, Project Management, Change Management, Strategy
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2011
Master of Business Administration (M.B.A.), Operations Management
City University of New York-Hunter College 2002 — 2005
Bachelor’s Degree, Economics, Cum Laude
Hofstra University 1993 — 1997
Computer Engineering
BlackRock February 2013 - Present
BlackRock November 2010 - February 2013
AllianceBernstein March 1997 - November 2010
Instinet Incorporated October 1996 - February 1997
Bankers Trust May 1996 - September 1996
Hofstra University September 1993 - April 1996
Skills
ITIL, Service Delivery, Outsourcing, Service Desk, Business Analysis, IT Strategy, Problem Management, Process Improvement, Program Management, VPN, Management, Asset Management, Disaster Recovery, Project Management, Change Management, Strategy
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2011
Master of Business Administration (M.B.A.), Operations Management
City University of New York-Hunter College 2002 — 2005
Bachelor’s Degree, Economics, Cum Laude
Hofstra University 1993 — 1997
Computer Engineering
David Miranda David Miranda's Bankers Trust Experience 1996 - 1999
Job Lead System Administrator
Industry Information Technology and Services
Experience
ISO New England March 2009 - Present
American Career Institute July 2011 - December 2011
Goldman Sachs & Co. October 2006 - February 2009
Charles River Consultants October 2000 - October 2006
Softwatch Inc. March 2000 - September 2000
Alliance Consulting December 1999 - March 2000
Intuition Publishing June 1999 - December 1999
Bankers Trust 1996 - 1999
Skills
Windows, Active Directory, VMware, Security, Microsoft Exchange, UAG, Technology Compliance, Blackberry Enterprise..., Product Management, Marketing Strategy, Business Requirements, User Interface Design, Financial Industry..., Technology..., Server Administration, iPhone Support, Android Support, Personnel Management, Teaching Adults, Executive Support, Mobile Support, Commercialization, Databases, Disaster Recovery, Financial Research, Hardware, Servers, SharePoint, System Administration, Technical Support, Testing, Virtualization, Networking, Windows Server, Management, Infrastructure, Business Analysis, Vendor Management, Leadership
Education
Western Governors University 2012 — 2013
Bachelor of Applied Science (B.A.Sc.), Accounting, 3.0
Northeastern University 2010 — 2011
MS, Technology Commercialization, 3.783
American InterContinental University 2002 — 2008
BBA, Business Administration in Management, 3.92
ISO New England March 2009 - Present
American Career Institute July 2011 - December 2011
Goldman Sachs & Co. October 2006 - February 2009
Charles River Consultants October 2000 - October 2006
Softwatch Inc. March 2000 - September 2000
Alliance Consulting December 1999 - March 2000
Intuition Publishing June 1999 - December 1999
Bankers Trust 1996 - 1999
Skills
Windows, Active Directory, VMware, Security, Microsoft Exchange, UAG, Technology Compliance, Blackberry Enterprise..., Product Management, Marketing Strategy, Business Requirements, User Interface Design, Financial Industry..., Technology..., Server Administration, iPhone Support, Android Support, Personnel Management, Teaching Adults, Executive Support, Mobile Support, Commercialization, Databases, Disaster Recovery, Financial Research, Hardware, Servers, SharePoint, System Administration, Technical Support, Testing, Virtualization, Networking, Windows Server, Management, Infrastructure, Business Analysis, Vendor Management, Leadership
Education
Western Governors University 2012 — 2013
Bachelor of Applied Science (B.A.Sc.), Accounting, 3.0
Northeastern University 2010 — 2011
MS, Technology Commercialization, 3.783
American InterContinental University 2002 — 2008
BBA, Business Administration in Management, 3.92
Stephen Howard Stephen Howard's Bankers Trust Experience 1994 - 1997
Job Head of Markets & Liquidity Programs (Corporate Manager) at Toyota Financial Services USA
Industry Financial Services
Experience
Toyota Financial Services USA May 2013 - Present
Toyota Financial Services USA January 2009 - Present
Toyota Financial Services USA November 2004 - January 2009
Toyota Financial Services USA January 2004 - November 2004
Toyota Financial Services USA April 2000 - January 2004
Toyota July 1999 - April 2000
Bankers Trust 1994 - 1997
Bank of America 1991 - 1994
Skills
Fixed Income, Treasury Management, Finance, Business Strategy, Derivatives, Treasury, Capital Markets, Credit Risk, Credit, Financial Services, Portfolio Management, Financial Analysis, Strategy, Corporate Finance, Securitization, Structured Finance, Financial Modeling, Risk Management, Executive Management, Funding, Relationship Management, Investor Relations, Financial Planning, Process Improvement, Investments, Management, Hedging
Education
Vanderbilt University
MBA (Owen Graduate School of Management), Business; Finance
Arizona State University - W. P. Carey School of Business
BS, Finance
Toyota Financial Services USA May 2013 - Present
Toyota Financial Services USA January 2009 - Present
Toyota Financial Services USA November 2004 - January 2009
Toyota Financial Services USA January 2004 - November 2004
Toyota Financial Services USA April 2000 - January 2004
Toyota July 1999 - April 2000
Bankers Trust 1994 - 1997
Bank of America 1991 - 1994
Skills
Fixed Income, Treasury Management, Finance, Business Strategy, Derivatives, Treasury, Capital Markets, Credit Risk, Credit, Financial Services, Portfolio Management, Financial Analysis, Strategy, Corporate Finance, Securitization, Structured Finance, Financial Modeling, Risk Management, Executive Management, Funding, Relationship Management, Investor Relations, Financial Planning, Process Improvement, Investments, Management, Hedging
Education
Vanderbilt University
MBA (Owen Graduate School of Management), Business; Finance
Arizona State University - W. P. Carey School of Business
BS, Finance
Grace Todd McDaniel Grace Todd McDaniel's Bankers Trust Experience November 1993 - April 1999
Job Owner at GraceMade
Industry Restaurants
Experience
Honey Baked Ham January 2011 - Present
GraceMade June 2013 - Present
SouthTrust Bank April 1999 - December 2000
Bankers Trust November 1993 - April 1999
Professional Publisher's Group September 1991 - November 1993
Education
Belmont University
Bachelor's Degree, Criminal Justice/Psychology
Honey Baked Ham January 2011 - Present
GraceMade June 2013 - Present
SouthTrust Bank April 1999 - December 2000
Bankers Trust November 1993 - April 1999
Professional Publisher's Group September 1991 - November 1993
Education
Belmont University
Bachelor's Degree, Criminal Justice/Psychology
Naal W. Desravines Naal W. Desravines's Bankers Trust Experience August 1994 - January 1997
Job Compliance Analyst (Consultant) at State Street
Industry Financial Services
Experience
State Street January 2014 - March 2014
Bank of America Merrill Lynch March 2013 - July 2013
JPMorgan Chase January 2009 - June 2012
Interlink Properties, LLC July 2007 - January 2009
JPMorgan Chase February 2004 - July 2007
JPMorgan Chase September 2002 - February 2004
JPMorgan Chase December 1997 - September 2002
Bankers Trust August 1994 - January 1997
Skills
Bloomberg, Corporate Actions, Financial Analysis, Account Reconciliation, Mutual Funds, Fund Accounting, Fixed Income, Accounting, Risk Governance, Audit investigation, MIS Reporting, Project Management, Foreign Exchange, Cash Management, Trade Settlement, Cash Settlement, Research and..., Securities, Financial Reporting, Equities, Banking, Settlement, MIS, Risk Management, Finance, Access, Payments, Asset Management, Global Custody, Financial Risk, Financial Services, Portfolio Management, Credit, Corporate Finance, Financial Statements, Auditing, Sarbanes-Oxley Act, Internal Audit, Private Equity, Fund Administration, Hedge Funds, Derivatives, AML, Trading, Analysis, Valuation, Back Office, Investments, Investment Banking, Capital Markets
Education
City University of New York-Baruch College 2012 — 2012
Certificate in Forensic Accounting
Baruch College 1985 — 1991
Bachelor of Business Administration (BBA), Accounting
State Street January 2014 - March 2014
Bank of America Merrill Lynch March 2013 - July 2013
JPMorgan Chase January 2009 - June 2012
Interlink Properties, LLC July 2007 - January 2009
JPMorgan Chase February 2004 - July 2007
JPMorgan Chase September 2002 - February 2004
JPMorgan Chase December 1997 - September 2002
Bankers Trust August 1994 - January 1997
Skills
Bloomberg, Corporate Actions, Financial Analysis, Account Reconciliation, Mutual Funds, Fund Accounting, Fixed Income, Accounting, Risk Governance, Audit investigation, MIS Reporting, Project Management, Foreign Exchange, Cash Management, Trade Settlement, Cash Settlement, Research and..., Securities, Financial Reporting, Equities, Banking, Settlement, MIS, Risk Management, Finance, Access, Payments, Asset Management, Global Custody, Financial Risk, Financial Services, Portfolio Management, Credit, Corporate Finance, Financial Statements, Auditing, Sarbanes-Oxley Act, Internal Audit, Private Equity, Fund Administration, Hedge Funds, Derivatives, AML, Trading, Analysis, Valuation, Back Office, Investments, Investment Banking, Capital Markets
Education
City University of New York-Baruch College 2012 — 2012
Certificate in Forensic Accounting
Baruch College 1985 — 1991
Bachelor of Business Administration (BBA), Accounting
Russell Beasley's Bankers Trust Experience 1998 - 2003
Job Sr Business Analyst at EMids Technology Services
Industry Hospital & Health Care
Experience
eMids Technology Services September 2014 - Present
Advent Health Partners April 2014 - August 2014
Emdeon April 2011 - April 2014
AIM Healthcare 2004 - 2010
Bankers Trust 1998 - 2003
Skills
Healthcare Information..., Process Improvement, Healthcare, HIPAA, Visio, Software Documentation, Data Analysis, Access, Microsoft Excel, Revenue Cycle, EHR, Software Implementation, Healthcare Consulting, Business Analysis, SharePoint, Analysis, Medicaid, Medicare
Education
Belmont University 1990 — 1990
Bachelors, Business
Brentwood High School
Graduated
eMids Technology Services September 2014 - Present
Advent Health Partners April 2014 - August 2014
Emdeon April 2011 - April 2014
AIM Healthcare 2004 - 2010
Bankers Trust 1998 - 2003
Skills
Healthcare Information..., Process Improvement, Healthcare, HIPAA, Visio, Software Documentation, Data Analysis, Access, Microsoft Excel, Revenue Cycle, EHR, Software Implementation, Healthcare Consulting, Business Analysis, SharePoint, Analysis, Medicaid, Medicare
Education
Belmont University 1990 — 1990
Bachelors, Business
Brentwood High School
Graduated
Julia McFarland Mason, MPA's Bankers Trust Experience June 2009 - July 2013
Job Finance Manager
Industry Financial Services
Experience
Dependable Framing & Construction Services, LLC April 2014 - Present
United States Army Reserve May 2009 - Present
Bankers Trust June 2009 - July 2013
Iowa Army National Guard November 2006 - May 2009
Iowa Army National Guard February 2005 - November 2006
Skills
Public Speaking, Policy, Strategic Planning, Customer Service, Team Building, Government, Program Management, Leadership, Budgets, Nonprofits, Finance, Banking, Logistics, Microsoft Office, Operations Management, Process Improvement, Training
Education
Drake University 2012 — 2014
Master of Public Administration (M.P.A.), Masters of Public Administration & Finance
Graceland University 2003 — 2005
Bachelor of Arts (B.A.), Finance and Financial Management Services
AIB College of Business 2001 — 2003
Associate of Arts (A.A.), Business Administration and Management, General
Dependable Framing & Construction Services, LLC April 2014 - Present
United States Army Reserve May 2009 - Present
Bankers Trust June 2009 - July 2013
Iowa Army National Guard November 2006 - May 2009
Iowa Army National Guard February 2005 - November 2006
Skills
Public Speaking, Policy, Strategic Planning, Customer Service, Team Building, Government, Program Management, Leadership, Budgets, Nonprofits, Finance, Banking, Logistics, Microsoft Office, Operations Management, Process Improvement, Training
Education
Drake University 2012 — 2014
Master of Public Administration (M.P.A.), Masters of Public Administration & Finance
Graceland University 2003 — 2005
Bachelor of Arts (B.A.), Finance and Financial Management Services
AIB College of Business 2001 — 2003
Associate of Arts (A.A.), Business Administration and Management, General
Michael Klimek, CSM Michael Klimek, CSM's Bankers Trust Experience 1995 - 2001
Job Business Analyst at Servpro Industries
Industry Information Technology and Services
Experience
Servpro Industries February 2015 - Present
NFIB January 2012 - January 2015
National Association of State Boards of Accountancy (NASBA) 2006 - 2011
Wells Real Estate Funds 2001 - 2006
Bankers Trust 1995 - 2001
Provident Music 1993 - 1995
Skills
Business Analysis, Agile Project Management, Waterfall, Visio, MS Project, IBM iSeries, Siebel Administration, Oracle Applications, Documentation, Certified Scrum Master..., CRM
Education
Austin Peay State University 1988 — 1992
Bachelor of Science, Psychology, Mass Communications
Servpro Industries February 2015 - Present
NFIB January 2012 - January 2015
National Association of State Boards of Accountancy (NASBA) 2006 - 2011
Wells Real Estate Funds 2001 - 2006
Bankers Trust 1995 - 2001
Provident Music 1993 - 1995
Skills
Business Analysis, Agile Project Management, Waterfall, Visio, MS Project, IBM iSeries, Siebel Administration, Oracle Applications, Documentation, Certified Scrum Master..., CRM
Education
Austin Peay State University 1988 — 1992
Bachelor of Science, Psychology, Mass Communications
Douglas Hiltz, MD's Bankers Trust Experience March 1982 - August 1982
Job Physician at Southport Internal Medicine
Industry Hospital & Health Care
Experience
Southport Internal Medicine July 1989 - Present
Bankers Trust March 1982 - August 1982
Coopers & Lybrand July 1976 - March 1982
Skills
Internal Medicine, Healthcare, Hospitals, Healthcare Management, EMR, Medicine, Healthcare Information..., EHR, Emergency Medicine
Education
Albany Medical College 1982 — 1986
MD
Columbia University in the City of New York 1979 — 1982
GS, Pre Med
Baruch College, City University of New York (CUNY) 1972 — 1976
BBA, Accounting
Southport Internal Medicine July 1989 - Present
Bankers Trust March 1982 - August 1982
Coopers & Lybrand July 1976 - March 1982
Skills
Internal Medicine, Healthcare, Hospitals, Healthcare Management, EMR, Medicine, Healthcare Information..., EHR, Emergency Medicine
Education
Albany Medical College 1982 — 1986
MD
Columbia University in the City of New York 1979 — 1982
GS, Pre Med
Baruch College, City University of New York (CUNY) 1972 — 1976
BBA, Accounting
Elaine Jacobson Elaine Jacobson's Bankers Trust Experience 1980 - 1982
Job President, Jacobson Systems, Inc. and Computer Software Consultant
Industry Computer Software
Experience
Jacobson Systems, Inc. 1980 - Present
Bankers Trust 1980 - 1982
Salomon Brothers 1979 - 1980
The Chase Manhattan Bank 1973 - 1979
McKinsey & Company 1972 - 1973
Stone & Webster 1971 - 1972
Education
University at Buffalo 1968 — 1971
BA
Baruch College, City University of New York (CUNY)
MBA
Jacobson Systems, Inc. 1980 - Present
Bankers Trust 1980 - 1982
Salomon Brothers 1979 - 1980
The Chase Manhattan Bank 1973 - 1979
McKinsey & Company 1972 - 1973
Stone & Webster 1971 - 1972
Education
University at Buffalo 1968 — 1971
BA
Baruch College, City University of New York (CUNY)
MBA
Tony Brown Tony Brown's Bankers Trust Experience April 1994 - June 1997
Job Founding Partner at xM3Strategies
Industry Human Resources
Experience
xM3Strategies January 2014 - Present
The Real Advice Plus, LLC 2006 - Present
The Prout Group September 2011 - November 2013
Renaissance Search Partners June 2010 - December 2011
Horton International August 2008 - April 2010
Whitney Group April 2007 - July 2008
Bear Stearns Corporation March 2002 - October 2006
Egon Zehnder International July 1997 - October 2000
Bankers Trust April 1994 - June 1997
McKinsey & Company October 1991 - April 1994
Skills
Management Consulting, Executive Search, Recruiting, Market, Fixed Income, Consulting, Derivatives, Financial Services, Mergers, Talent Acquisition, Private Equity, Business Development, Diversity Champion, Management, Risk Management, Mergers & Acquisitions, Executive Management, Talent Management, Capital Markets, Strategic Planning, Investment Banking, Temporary Placement, Finance, Human Resources, Leadership, Applicant Tracking...
Education
International School of Management 2014 — 2019
Doctor of Business Administration (DBA), Business Administration and Management, General
Stanford University Graduate School of Business 1989 — 1991
MBA, Finance & Management
Harvard University 1976 — 1981
A.B., Engineering & Applied Sciences
Horace Mann School 1971 — 1976
H.S. Diploma, Math & Science
xM3Strategies January 2014 - Present
The Real Advice Plus, LLC 2006 - Present
The Prout Group September 2011 - November 2013
Renaissance Search Partners June 2010 - December 2011
Horton International August 2008 - April 2010
Whitney Group April 2007 - July 2008
Bear Stearns Corporation March 2002 - October 2006
Egon Zehnder International July 1997 - October 2000
Bankers Trust April 1994 - June 1997
McKinsey & Company October 1991 - April 1994
Skills
Management Consulting, Executive Search, Recruiting, Market, Fixed Income, Consulting, Derivatives, Financial Services, Mergers, Talent Acquisition, Private Equity, Business Development, Diversity Champion, Management, Risk Management, Mergers & Acquisitions, Executive Management, Talent Management, Capital Markets, Strategic Planning, Investment Banking, Temporary Placement, Finance, Human Resources, Leadership, Applicant Tracking...
Education
International School of Management 2014 — 2019
Doctor of Business Administration (DBA), Business Administration and Management, General
Stanford University Graduate School of Business 1989 — 1991
MBA, Finance & Management
Harvard University 1976 — 1981
A.B., Engineering & Applied Sciences
Horace Mann School 1971 — 1976
H.S. Diploma, Math & Science
Mark Bishop's Bankers Trust Experience 1986 - 1987
Job Managing Director at Aldwych Capital Partners
Industry Investment Banking
Experience
Aldwych Capital Partners February 2015 - Present
INTL FCStone Securities, Inc. September 2010 - Present
Provident Group 1998 - September 2010
Salomon Brothers, Inc November 1988 - December 1998
Merchant Bankers Asociados 1996 - 1997
Bankers Trust 1986 - 1987
National Westminster Bank USA 1984 - 1986
Skills
Agribusiness, Frontier Markets, Emerging Markets, Private Equity, Investment Banking, Water Resources, Farms, Logistics, Energy Services, Irrigation, Transportation/Logistics, Corporate Finance, Financial Services, Sustainability, Commodity, Joint Ventures, Financial Structuring, Trading, Mining, Venture Capital, M&A experience, Equities, Fixed Income, Investments, Energy, Capital Markets, Hedge Funds, Asset Management, Due Diligence, Commodity Finance, Upstream Energy, Specialized..., Mergers & Acquisitions, Structured Finance, Alternative Investments, Private Placements, Project Finance, Power Generation
Education
Brown University 1980 — 1984
B.A., European History, German Language Minor
Universität Rostock 1982 — 1982
Internationaler Hochschulferienkurs, Germanistik
Aldwych Capital Partners February 2015 - Present
INTL FCStone Securities, Inc. September 2010 - Present
Provident Group 1998 - September 2010
Salomon Brothers, Inc November 1988 - December 1998
Merchant Bankers Asociados 1996 - 1997
Bankers Trust 1986 - 1987
National Westminster Bank USA 1984 - 1986
Skills
Agribusiness, Frontier Markets, Emerging Markets, Private Equity, Investment Banking, Water Resources, Farms, Logistics, Energy Services, Irrigation, Transportation/Logistics, Corporate Finance, Financial Services, Sustainability, Commodity, Joint Ventures, Financial Structuring, Trading, Mining, Venture Capital, M&A experience, Equities, Fixed Income, Investments, Energy, Capital Markets, Hedge Funds, Asset Management, Due Diligence, Commodity Finance, Upstream Energy, Specialized..., Mergers & Acquisitions, Structured Finance, Alternative Investments, Private Placements, Project Finance, Power Generation
Education
Brown University 1980 — 1984
B.A., European History, German Language Minor
Universität Rostock 1982 — 1982
Internationaler Hochschulferienkurs, Germanistik
Miriam Delman's Bankers Trust Experience January 1986 - June 1999
Job Consultant at McGraw Hill Financial
Industry Financial Services
Experience
McGraw Hill Financial January 2015 - Present
Citi August 2014 - December 2014
State Street Bank January 2014 - June 2014
Citi April 2013 - October 2013
PWC / HSBC June 2012 - December 2012
Bank of America September 2009 - May 2012
Banc of America Securities March 2006 - May 2012
JP Morgan Chase June 2000 - 2005
IQ Financial 1999 - 2000
Bankers Trust January 1986 - June 1999
Skills
Derivatives, Risk Management, Fixed Income, Credit Derivatives, Investment Banking, Equities, Credit Risk, Financial Services, Capital Markets, Business Analysis, Requirements Gathering, Interest Rate..., Middle Office, SDLC, Credit, Trading, Trading Systems, Financial Risk, AML, User Acceptance Testing, Anti Money Laundering, CCAR, Finance, Management
Education
Adelphi University
MBA
Queens College - CUNY
BA
McGraw Hill Financial January 2015 - Present
Citi August 2014 - December 2014
State Street Bank January 2014 - June 2014
Citi April 2013 - October 2013
PWC / HSBC June 2012 - December 2012
Bank of America September 2009 - May 2012
Banc of America Securities March 2006 - May 2012
JP Morgan Chase June 2000 - 2005
IQ Financial 1999 - 2000
Bankers Trust January 1986 - June 1999
Skills
Derivatives, Risk Management, Fixed Income, Credit Derivatives, Investment Banking, Equities, Credit Risk, Financial Services, Capital Markets, Business Analysis, Requirements Gathering, Interest Rate..., Middle Office, SDLC, Credit, Trading, Trading Systems, Financial Risk, AML, User Acceptance Testing, Anti Money Laundering, CCAR, Finance, Management
Education
Adelphi University
MBA
Queens College - CUNY
BA
Justin Schulman's Bankers Trust Experience 1976 - 1997
Job
Industry Banking
Experience
Arts And Business Council of New York May 2012 - Present
Bank of New York June 1998 - September 2011
Adult School of Montclair 2008 - 2009
Bankers Trust 1976 - 1997
Skills
Product Management, New Business Development, Technolgy Management, Business Analysis, Management, Business Development, Business Process, Leadership, Business Intelligence, Capital Markets
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1963 — 1964
MBA, Information Science
Alfred University 1959 — 1963
BS, Engineering
Arts And Business Council of New York May 2012 - Present
Bank of New York June 1998 - September 2011
Adult School of Montclair 2008 - 2009
Bankers Trust 1976 - 1997
Skills
Product Management, New Business Development, Technolgy Management, Business Analysis, Management, Business Development, Business Process, Leadership, Business Intelligence, Capital Markets
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1963 — 1964
MBA, Information Science
Alfred University 1959 — 1963
BS, Engineering
Lou Galterio's Bankers Trust Experience 1982 - 1988
Job Owner, C Vision, Inc.
Industry Hospital & Health Care
Experience
C Vision, Inc. Managing DirectorSunCoast RHIO and HIE2008 - Present
MedLink International 2009 - 2011
Financial Companies 1970 - 2000
HHCNYC, Jacobi Medical, NY-Presbyterian 1989 - 1995
Digital Equipment Corporation October 1988 - 1991
Bankers Trust 1982 - 1988
Skills
Integration, Healthcare Information..., EHR, Marketing, Project Management, Start-ups, Healthcare, Process Improvement, Strategic Planning, Health Information..., EMR, Management Consulting, Hospitals, Healthcare Industry, Healthcare Consulting, Informatics, Practice Management, HIPAA, Performance Improvement, Consulting, Management, Healthcare Management, Medicare, Managed Care, Software Implementation, Leadership, Selling, Program Management
Education
Long Island University 1971 — 1980
MBA, Finance
Baruch College, City University of New York (CUNY)
Statistics and Management Science
The City University of New York - The City College of New York
Electrical Engineering
C Vision, Inc. Managing DirectorSunCoast RHIO and HIE2008 - Present
MedLink International 2009 - 2011
Financial Companies 1970 - 2000
HHCNYC, Jacobi Medical, NY-Presbyterian 1989 - 1995
Digital Equipment Corporation October 1988 - 1991
Bankers Trust 1982 - 1988
Skills
Integration, Healthcare Information..., EHR, Marketing, Project Management, Start-ups, Healthcare, Process Improvement, Strategic Planning, Health Information..., EMR, Management Consulting, Hospitals, Healthcare Industry, Healthcare Consulting, Informatics, Practice Management, HIPAA, Performance Improvement, Consulting, Management, Healthcare Management, Medicare, Managed Care, Software Implementation, Leadership, Selling, Program Management
Education
Long Island University 1971 — 1980
MBA, Finance
Baruch College, City University of New York (CUNY)
Statistics and Management Science
The City University of New York - The City College of New York
Electrical Engineering
Michael Brill's Bankers Trust Experience April 1994 - January 1999
Job Director & Business Manager Asset & Wealth Management at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank November 2012 - Present
Deutsche Bank April 2002 - November 2012
Deutsche Bank January 1999 - April 2002
Bankers Trust April 1994 - January 1999
Bankers Trust January 1989 - April 1994
Bankers Trust January 1987 - January 1989
Bankers Trust April 1984 - January 1987
Citibank, N.A. January 1980 - April 1984
Skills
Strategic Sourcing, Business Analysis, Project Management, Risk Management, Program Management, Vendor Management, Business Process..., Auditing, Purchasing, Investment Banking, MIS, Accounting, Internal Controls, Management, Change Management, Financial Audits, Business Strategy, Human Resources, Leadership, Corporate Finance, Governance, Financial Services, Portfolio Management, Financial Analysis, Banking, Mergers & Acquisitions, Capital Markets, Financial Modeling, Business Process
Education
Baruch College, City University of New York (CUNY)
BBA, Management
Pace University
MBA, Computer Systems & Information Science
Deutsche Bank November 2012 - Present
Deutsche Bank April 2002 - November 2012
Deutsche Bank January 1999 - April 2002
Bankers Trust April 1994 - January 1999
Bankers Trust January 1989 - April 1994
Bankers Trust January 1987 - January 1989
Bankers Trust April 1984 - January 1987
Citibank, N.A. January 1980 - April 1984
Skills
Strategic Sourcing, Business Analysis, Project Management, Risk Management, Program Management, Vendor Management, Business Process..., Auditing, Purchasing, Investment Banking, MIS, Accounting, Internal Controls, Management, Change Management, Financial Audits, Business Strategy, Human Resources, Leadership, Corporate Finance, Governance, Financial Services, Portfolio Management, Financial Analysis, Banking, Mergers & Acquisitions, Capital Markets, Financial Modeling, Business Process
Education
Baruch College, City University of New York (CUNY)
BBA, Management
Pace University
MBA, Computer Systems & Information Science
Mickey Wohl's Bankers Trust Experience February 1990 - September 1998
Job Owner at WOHL LLC
Industry Financial Services
Experience
Wohl LLC January 2007 - Present
MTC Financial Holdings LLC September 2004 - December 2006
Zurich Capital Markets January 2000 - September 2004
Banc On Capital Markets Inc. September 1998 - January 2000
Bankers Trust February 1990 - September 1998
Citicorp Securities, Inc February 1978 - January 1990
Citicorp / Citibank 1978 - 1990
Skills
Fixed Income, Derivatives, Bonds, Securitization, Credit, Debt, Structured Finance, Risk Management, Structuring, Alternative Investments, Investment Banking, Asset Management, Proprietary Trading, Structured Products, Securities, Investments, Portfolio Management, Swaps, Interest Rate...
Education
City University of New York-Baruch College - Zicklin School of Business 1974 — 1978
BBA, Statistics-Operation Research
Baruch College, City University of New York (CUNY) 1973 — 1978
BBA, Statistics Operations Research
Wohl LLC January 2007 - Present
MTC Financial Holdings LLC September 2004 - December 2006
Zurich Capital Markets January 2000 - September 2004
Banc On Capital Markets Inc. September 1998 - January 2000
Bankers Trust February 1990 - September 1998
Citicorp Securities, Inc February 1978 - January 1990
Citicorp / Citibank 1978 - 1990
Skills
Fixed Income, Derivatives, Bonds, Securitization, Credit, Debt, Structured Finance, Risk Management, Structuring, Alternative Investments, Investment Banking, Asset Management, Proprietary Trading, Structured Products, Securities, Investments, Portfolio Management, Swaps, Interest Rate...
Education
City University of New York-Baruch College - Zicklin School of Business 1974 — 1978
BBA, Statistics-Operation Research
Baruch College, City University of New York (CUNY) 1973 — 1978
BBA, Statistics Operations Research
Daniel Sheinfil's Bankers Trust Experience January 1994 - January 1995
Job VP Banking Products at IDT Corporation
Industry Information Technology and Services
Experience
IDT Corporation June 2011 - Present
IDT February 2003 - September 2011
JPMorgan Chase November 2000 - December 2002
Deutsche Bank (Bankers Trust Global Custody Institutional Services) February 1998 - November 2000
Prudential Investments Compliance Technology October 1997 - February 1998
National Westminster Capital Markets Group Compliance Technology June 1997 - October 1997
JP Morgan Securities, Inc. Core Processing September 1996 - June 1997
Cendant Corporation, Stamford, Connecticut January 1995 - September 1996
Bankers Trust January 1994 - January 1995
New York Mercantile Exchange (NYMEX) November 1990 - January 1994
Skills
SDLC, Product Management, Software Project..., SQL, Integration, Databases, Data Warehousing, Requirements Analysis, Project Management, Oracle, Data Modeling, Quality Assurance, Software Development
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
MBA, Int'l Business
City University of New York-Brooklyn College 1985 — 1989
BS, Business Management and Finance
IDT Corporation June 2011 - Present
IDT February 2003 - September 2011
JPMorgan Chase November 2000 - December 2002
Deutsche Bank (Bankers Trust Global Custody Institutional Services) February 1998 - November 2000
Prudential Investments Compliance Technology October 1997 - February 1998
National Westminster Capital Markets Group Compliance Technology June 1997 - October 1997
JP Morgan Securities, Inc. Core Processing September 1996 - June 1997
Cendant Corporation, Stamford, Connecticut January 1995 - September 1996
Bankers Trust January 1994 - January 1995
New York Mercantile Exchange (NYMEX) November 1990 - January 1994
Skills
SDLC, Product Management, Software Project..., SQL, Integration, Databases, Data Warehousing, Requirements Analysis, Project Management, Oracle, Data Modeling, Quality Assurance, Software Development
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
MBA, Int'l Business
City University of New York-Brooklyn College 1985 — 1989
BS, Business Management and Finance
Christopher Miraldi's Bankers Trust Experience June 1991 - December 1993
Job Director at BMO
Industry Banking
Experience
BMO June 2011 - Present
Teaching House 2009 - 2009
Wachovia Bank May 2004 - February 2008
Harris Bank March 1995 - April 2004
Bank of Tokyo-Mitsubishi February 1994 - March 1995
Bankers Trust June 1991 - December 1993
Bankers Trust July 1989 - June 1991
Bank of New York Mellon July 1987 - July 1989
Skills
Cash Management, Financial Institutions, Payments, Customer Relations, SWIFT, Banking, Compliance, Due Diligence, AML, Sales Management, Cross Selling, New Business Development, SWIFT payments, Strategy, Trade Finance, Loans, Finance, CRM, Customer Service, Trading, Credit, Treasury Management, Analysis
Education
Université Paris-Sorbonne 1985 — 1986
Certificat de la Chambre De Commerce de Paris, French and Business Administration
American University 1980 — 1984
BA, Double major in International Relations & French. Minor in Business Administration
BMO June 2011 - Present
Teaching House 2009 - 2009
Wachovia Bank May 2004 - February 2008
Harris Bank March 1995 - April 2004
Bank of Tokyo-Mitsubishi February 1994 - March 1995
Bankers Trust June 1991 - December 1993
Bankers Trust July 1989 - June 1991
Bank of New York Mellon July 1987 - July 1989
Skills
Cash Management, Financial Institutions, Payments, Customer Relations, SWIFT, Banking, Compliance, Due Diligence, AML, Sales Management, Cross Selling, New Business Development, SWIFT payments, Strategy, Trade Finance, Loans, Finance, CRM, Customer Service, Trading, Credit, Treasury Management, Analysis
Education
Université Paris-Sorbonne 1985 — 1986
Certificat de la Chambre De Commerce de Paris, French and Business Administration
American University 1980 — 1984
BA, Double major in International Relations & French. Minor in Business Administration
Debra Cassera's Bankers Trust Experience 1980 - 1983
Job President & CEO at Chiropractic Leadership Alliance
Industry Health, Wellness and Fitness
Experience
Creating Wellness Alliance April 2001 - Present
Chiropractic Leadership Alliance 2001 - Present
Primetime Partners 1996 - 2001
E & B Marine 1983 - 1986
Bankers Trust 1980 - 1983
Skills
Strategic Planning, Small Business
Education
Baruch College, City University of New York (CUNY) 1974 — 1977
Creating Wellness Alliance April 2001 - Present
Chiropractic Leadership Alliance 2001 - Present
Primetime Partners 1996 - 2001
E & B Marine 1983 - 1986
Bankers Trust 1980 - 1983
Skills
Strategic Planning, Small Business
Education
Baruch College, City University of New York (CUNY) 1974 — 1977
Warren Hunt's Bankers Trust Experience 1989 - 1991
Job Financial Services Professional
Industry Capital Markets
Experience
Infinium Capital Management February 2011 - September 2013
Lehman Brothers Holdings Inc June 2009 - April 2011
Deutsche Bank 2000 - May 2009
Greenwich Natwest 1996 - 2000
Lehman Brothers Japan 1993 - 1996
CDC Capital Markets 1991 - 1993
Bankers Trust 1989 - 1991
Salomon Brothers 1986 - 1989
Skills
FINRA Series 7...
Education
Union College 1976 — 1982
BA, Economics
Beijing Language and Culture University 1980 — 1981
Language Diploma
Infinium Capital Management February 2011 - September 2013
Lehman Brothers Holdings Inc June 2009 - April 2011
Deutsche Bank 2000 - May 2009
Greenwich Natwest 1996 - 2000
Lehman Brothers Japan 1993 - 1996
CDC Capital Markets 1991 - 1993
Bankers Trust 1989 - 1991
Salomon Brothers 1986 - 1989
Skills
FINRA Series 7...
Education
Union College 1976 — 1982
BA, Economics
Beijing Language and Culture University 1980 — 1981
Language Diploma
Anil Arora's Bankers Trust Experience October 1992 - May 1998
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2013 - Present
Citi September 2007 - Present
Merrill Lynch / Blackrock October 2005 - June 2007
Goldman Sachs 2004 - 2005
Deutsche Bank April 2001 - April 2004
CDC 1998 - 2001
Bankers Trust October 1992 - May 1998
Skills
Middle Office, Fixed Income, Derivatives, Equities, Business Analysis, Project Management, SDLC, Capital Markets, Wealth Management, Global Custody, Bonds, Compliance, Requirements Analysis, PMO, Product Management, Program Management, Business Requirements, Trading Systems, Investment Management, Foreign Exchange, Back Office, Financial Services
Education
Baruch College, City University of New York (CUNY) 1987 — 1992
BBA
MMK College Of Commerce & Economics 1980 — 1985
B Com
St Theresa's High School, Mumbai 1970 — 1980
High School
JPMorgan Chase September 2013 - Present
Citi September 2007 - Present
Merrill Lynch / Blackrock October 2005 - June 2007
Goldman Sachs 2004 - 2005
Deutsche Bank April 2001 - April 2004
CDC 1998 - 2001
Bankers Trust October 1992 - May 1998
Skills
Middle Office, Fixed Income, Derivatives, Equities, Business Analysis, Project Management, SDLC, Capital Markets, Wealth Management, Global Custody, Bonds, Compliance, Requirements Analysis, PMO, Product Management, Program Management, Business Requirements, Trading Systems, Investment Management, Foreign Exchange, Back Office, Financial Services
Education
Baruch College, City University of New York (CUNY) 1987 — 1992
BBA
MMK College Of Commerce & Economics 1980 — 1985
B Com
St Theresa's High School, Mumbai 1970 — 1980
High School
Diane Robertson's Bankers Trust Experience October 1988 - June 1999
Job Managing Director at Legg Mason
Industry Financial Services
Experience
Legg Mason January 2011 - Present
Legg Mason December 2005 - December 2010
Citigroup May 2001 - December 2005
Deutsche Bank June 1999 - May 2001
Bankers Trust October 1988 - June 1999
Skills
Equities, Fixed Income, Asset Management, GIPS Compliance, Investments, Portfolio Management, Investment Management, Wealth Management, Six Sigma, Lean Tools, Green Belt, Yellow Belt, Mutual Funds, Performance Measurement, Performance Attribution, GIPS, Organizational..., Training Delivery, Employee Training, Talent Management, Alternative Investments, Asset Allocation, Securities, IT Financial Management, Hedge Funds, Financial Services, IT contract negotiation, Vendor Management, Asset Managment, Finance, New Business Development, Private Equity
Education
Alfred University 1984 — 1988
BA, Finance
Legg Mason January 2011 - Present
Legg Mason December 2005 - December 2010
Citigroup May 2001 - December 2005
Deutsche Bank June 1999 - May 2001
Bankers Trust October 1988 - June 1999
Skills
Equities, Fixed Income, Asset Management, GIPS Compliance, Investments, Portfolio Management, Investment Management, Wealth Management, Six Sigma, Lean Tools, Green Belt, Yellow Belt, Mutual Funds, Performance Measurement, Performance Attribution, GIPS, Organizational..., Training Delivery, Employee Training, Talent Management, Alternative Investments, Asset Allocation, Securities, IT Financial Management, Hedge Funds, Financial Services, IT contract negotiation, Vendor Management, Asset Managment, Finance, New Business Development, Private Equity
Education
Alfred University 1984 — 1988
BA, Finance
Anthony T. Portelli's Bankers Trust Experience 1997 - 2000
Job President at NYFIX Securities Corporation
Industry Financial Services
Experience
NYFIX Clearing Corporation December 2002 - Present
NYFIX Securites Corporation 2002 - Present
NYFIX, inc. 2002 - Present
Deutsche Bank 1999 - 2000
Bankers Trust 1997 - 2000
UBS Investment Bank 1992 - 1997
Prudential Bache Securities 1978 - 1983
Education
Pace University - Lubin School of Business 1979 — 1983
MBA, Financial Management
Baruch College, City University of New York (CUNY) 1974 — 1978
BBA, Marketing Management
NYFIX Clearing Corporation December 2002 - Present
NYFIX Securites Corporation 2002 - Present
NYFIX, inc. 2002 - Present
Deutsche Bank 1999 - 2000
Bankers Trust 1997 - 2000
UBS Investment Bank 1992 - 1997
Prudential Bache Securities 1978 - 1983
Education
Pace University - Lubin School of Business 1979 — 1983
MBA, Financial Management
Baruch College, City University of New York (CUNY) 1974 — 1978
BBA, Marketing Management
Ryan Koenig's Bankers Trust Experience May 2013 - July 2015
Job Controller at PolySource, LLC
Industry Plastics
Experience
PolySource, LLC July 2015 - Present
Bankers Trust May 2013 - July 2015
Wells Fargo Bank January 2004 - May 2013
Wells Fargo Bank May 2003 - December 2003
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Loans, Banking, Credit, Financial Analysis, Business Relationship..., Credit Analysis, Finance, Investments, Leadership, New Business Development, Portfolio Management, Team Building, Underwriting
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
MBA
Augustana College 2000 — 2003
PolySource, LLC July 2015 - Present
Bankers Trust May 2013 - July 2015
Wells Fargo Bank January 2004 - May 2013
Wells Fargo Bank May 2003 - December 2003
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Loans, Banking, Credit, Financial Analysis, Business Relationship..., Credit Analysis, Finance, Investments, Leadership, New Business Development, Portfolio Management, Team Building, Underwriting
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
MBA
Augustana College 2000 — 2003
Venkat Kutty's Bankers Trust Experience October 1995 - October 1997
Job Vice President
Industry Investment Banking
Experience
Goldman Sachs January 1998 - Present
Orthodox Union September 1997 - January 1998
Bankers Trust October 1995 - October 1997
New Line Cinema October 1994 - October 1995
URS Corporation August 1992 - September 1994
Skills
Project Management, Management, Business Development, Fixed Income, Capital Markets, Access, Sybase, Risk Management, Vendor Management, IT Strategy, Business Analysis, SDLC
Education
City University of New York-Baruch College - Zicklin School of Business 2000 — 2001
MBA, Business Administration and Management, General
Pace University 1989 — 1991
MS, Computer Science
B. M. S. College of Engineering 1984 — 1988
BE, Mechanical Engineering
Goldman Sachs January 1998 - Present
Orthodox Union September 1997 - January 1998
Bankers Trust October 1995 - October 1997
New Line Cinema October 1994 - October 1995
URS Corporation August 1992 - September 1994
Skills
Project Management, Management, Business Development, Fixed Income, Capital Markets, Access, Sybase, Risk Management, Vendor Management, IT Strategy, Business Analysis, SDLC
Education
City University of New York-Baruch College - Zicklin School of Business 2000 — 2001
MBA, Business Administration and Management, General
Pace University 1989 — 1991
MS, Computer Science
B. M. S. College of Engineering 1984 — 1988
BE, Mechanical Engineering
Liz Collard's Bankers Trust Experience June 1996 - March 2000
Job Sr. Technical Architect at AT&T
Industry Telecommunications
Experience
AT&T August 2001 - Present
Bankers Trust June 1996 - March 2000
Skills
Telecommunications, VoIP, Wireless, Vendor Management, MPLS, IP, Call Centers, Managed Services, Unified Communications, Cisco Technologies, WAN, Cloud Computing, Call Center, Troubleshooting, T1, Data Center, Network Design, Mobile Devices, Project Management
Education
Ball State University 2001 — 2002
Master's, Communication & Information Sciences
Dickinson College 1992 — 1996
Bachelor of Arts (BA), Economics
Hong Kong International School 1989 — 1992
High School Degree
AT&T August 2001 - Present
Bankers Trust June 1996 - March 2000
Skills
Telecommunications, VoIP, Wireless, Vendor Management, MPLS, IP, Call Centers, Managed Services, Unified Communications, Cisco Technologies, WAN, Cloud Computing, Call Center, Troubleshooting, T1, Data Center, Network Design, Mobile Devices, Project Management
Education
Ball State University 2001 — 2002
Master's, Communication & Information Sciences
Dickinson College 1992 — 1996
Bachelor of Arts (BA), Economics
Hong Kong International School 1989 — 1992
High School Degree
Henry. Gong's Bankers Trust Experience 1993 - 1998
Job Audit Manager American International Group
Industry Insurance
Experience
AIG March 2007 - Present
American International Group March 2007 - Present
Bankers Trust 1993 - 1998
Education
Baruch College 1998 — 2002
AIG March 2007 - Present
American International Group March 2007 - Present
Bankers Trust 1993 - 1998
Education
Baruch College 1998 — 2002
Chuck Inzetta's Bankers Trust Experience 1980 - 2003
Job Operational Risk Manager
Industry Banking
Experience
Bank of America May 2012 - Present
Brooklyn Extreme Flag Football 2005 - Present
Bank of America July 2007 - April 2012
United States Trust Company December 2005 - June 2007
State Street Bank 2003 - 2005
Deutsche Bank 2001 - 2003
Bankers Trust 1980 - 2003
Skills
Securities, Fixed Income, Equities, Banking, Capital Markets, Risk Management, Wealth Management, Middle Office, Hedge Funds, Asset Managment, Derivatives, Structured Products, Trading, Alternative Investments, Mutual Funds, Portfolio Management, Financial Services, Investments
Education
Adelphi University
Bachelor of Science, Business Administration
American Institute of Banking
Standard Certificate, International Banking
Bank of America May 2012 - Present
Brooklyn Extreme Flag Football 2005 - Present
Bank of America July 2007 - April 2012
United States Trust Company December 2005 - June 2007
State Street Bank 2003 - 2005
Deutsche Bank 2001 - 2003
Bankers Trust 1980 - 2003
Skills
Securities, Fixed Income, Equities, Banking, Capital Markets, Risk Management, Wealth Management, Middle Office, Hedge Funds, Asset Managment, Derivatives, Structured Products, Trading, Alternative Investments, Mutual Funds, Portfolio Management, Financial Services, Investments
Education
Adelphi University
Bachelor of Science, Business Administration
American Institute of Banking
Standard Certificate, International Banking
Boris Dreyer's Bankers Trust Experience September 1998 - July 2000
Job Manager of Operations at SS&C GlobeOp
Industry Financial Services
Experience
SS&C Technologies June 2013 - Present
Cohen & Steers May 2011 - June 2013
KBC Financial Products September 2000 - May 2011
Bankers Trust September 1998 - July 2000
Deutsche Bank September 1998 - July 2000
Skills
Derivatives, Documentation, Settlements, Fixed Income, Software Documentation, Settlement, Hedge Funds, Equities, Derivative Operations, Bloomberg, Capital Markets, Securities, Bonds, Trading Systems, Corporate Actions, Swaps, Credit Derivatives, Back Office, Equity Derivatives, Options, Collateral Management, Fund Administration, FX Options, Portfolio Management, Fund Of Funds, Prime Brokerage, Mutual Funds, Private Equity, Financial Modeling, Account Reconciliation, CDS, Trading, Alternative Investments, Middle Office, Asset Management, Financial Markets, Electronic Trading, ETFs, Equity Trading, Financial Services, Hedging, Investment Strategies, Emerging Markets, Equity Research, Money Market, Corporate Finance, Finance, Risk Management, Asset Allocation, Funding
Education
NYU’s School of Continuing and Professional Studies 2000 — 2001
NYU-SCPS, Accounting and Finance
City University of New York-Baruch College 1994 — 1998
BBA, Accounting
SS&C Technologies June 2013 - Present
Cohen & Steers May 2011 - June 2013
KBC Financial Products September 2000 - May 2011
Bankers Trust September 1998 - July 2000
Deutsche Bank September 1998 - July 2000
Skills
Derivatives, Documentation, Settlements, Fixed Income, Software Documentation, Settlement, Hedge Funds, Equities, Derivative Operations, Bloomberg, Capital Markets, Securities, Bonds, Trading Systems, Corporate Actions, Swaps, Credit Derivatives, Back Office, Equity Derivatives, Options, Collateral Management, Fund Administration, FX Options, Portfolio Management, Fund Of Funds, Prime Brokerage, Mutual Funds, Private Equity, Financial Modeling, Account Reconciliation, CDS, Trading, Alternative Investments, Middle Office, Asset Management, Financial Markets, Electronic Trading, ETFs, Equity Trading, Financial Services, Hedging, Investment Strategies, Emerging Markets, Equity Research, Money Market, Corporate Finance, Finance, Risk Management, Asset Allocation, Funding
Education
NYU’s School of Continuing and Professional Studies 2000 — 2001
NYU-SCPS, Accounting and Finance
City University of New York-Baruch College 1994 — 1998
BBA, Accounting
Pamela Kee's Bankers Trust Experience 1991 - 1994
Job Business and Training Professional
Industry Financial Services
Experience
Citi January 2011 - Present
Citigroup February 2003 - December 2008
Citibank April 1996 - February 2003
Global Processing Alliance February 1994 - April 1996
Bankers Trust 1991 - 1994
Bankers Trust 1986 - 1991
Education
Full Sail University 2009 — 2010
MS, Entertainment Business
Baruch College, City University of New York (CUNY) 1999 — 2002
BA, Corporate Communications
Citi January 2011 - Present
Citigroup February 2003 - December 2008
Citibank April 1996 - February 2003
Global Processing Alliance February 1994 - April 1996
Bankers Trust 1991 - 1994
Bankers Trust 1986 - 1991
Education
Full Sail University 2009 — 2010
MS, Entertainment Business
Baruch College, City University of New York (CUNY) 1999 — 2002
BA, Corporate Communications
Erik Moen's Bankers Trust Experience December 2013 - Present
Job Private Banking at Bankers Trust
Industry Banking
Experience
Bankers Trust December 2013 - Present
Bank of the West November 2011 - November 2013
Bank of the West August 2007 - November 2011
Wells Fargo 2003 - 2007
Skills
Sales Management, Risk Management, Team Building, New Business Development, Management, Home Equity Lines of..., Underwriting, Coaching, Mortgage Banking, Small Business Lending, Consumer Lending, Commercial Lending, Relationship Management, Private Banking, Wealth Management
Education
Augustana College (SD) 1997 — 2002
West Lyon High School 1993 — 1997
Bankers Trust December 2013 - Present
Bank of the West November 2011 - November 2013
Bank of the West August 2007 - November 2011
Wells Fargo 2003 - 2007
Skills
Sales Management, Risk Management, Team Building, New Business Development, Management, Home Equity Lines of..., Underwriting, Coaching, Mortgage Banking, Small Business Lending, Consumer Lending, Commercial Lending, Relationship Management, Private Banking, Wealth Management
Education
Augustana College (SD) 1997 — 2002
West Lyon High School 1993 — 1997
Rich Saracino's Bankers Trust Experience 1978 - 1985
Job Vice President Senior Compliance Officer, Broker Dealer Core Compliance, PNC Financial Services
Industry Financial Services
Experience
PNC Financial Services - Broker Dealer Compliance May 2012 - Present
Avalon Securities February 2007 - May 2012
MANE Fund Management January 1998 - October 2006
Sierra Trading January 1991 - October 1995
Merrill Lynch September 1985 - January 1990
Bankers Trust 1978 - 1985
Skills
Asset Management, Investments, Risk Management, Equities, Hedge Funds, Statistical Arbitrage, Derivatives, ETFs, Trading, Capital Markets, Equity Derivatives, Fund Of Funds, Finance, Leadership, Management, Mergers & Acquisitions, Banking
Education
Pace University - Lubin School of Business 1979 — 1983
M.B.A., Financial Management
Baruch College, City University of New York (CUNY) 1973 — 1977
B.B.A., Accounting
PNC Financial Services - Broker Dealer Compliance May 2012 - Present
Avalon Securities February 2007 - May 2012
MANE Fund Management January 1998 - October 2006
Sierra Trading January 1991 - October 1995
Merrill Lynch September 1985 - January 1990
Bankers Trust 1978 - 1985
Skills
Asset Management, Investments, Risk Management, Equities, Hedge Funds, Statistical Arbitrage, Derivatives, ETFs, Trading, Capital Markets, Equity Derivatives, Fund Of Funds, Finance, Leadership, Management, Mergers & Acquisitions, Banking
Education
Pace University - Lubin School of Business 1979 — 1983
M.B.A., Financial Management
Baruch College, City University of New York (CUNY) 1973 — 1977
B.B.A., Accounting
Dewi Subianto's Bankers Trust Experience January 1991 - September 1997
Job Administrative Assistant
Industry Leisure, Travel & Tourism
Experience
Vacationer April 2014 - Present
Forsythe Solutions Group July 2006 - March 2014
DCI May 1998 - November 2005
Everen Securities September 1997 - April 1998
Bankers Trust January 1991 - September 1997
Skills
Budgets, Report Writing, Research, Office Management, Event Planning, Time Management, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Access, Software Documentation, Microsoft Word, Training, Event Management, Teamwork, Policy, Customer Service, Project Planning, Marketing, Human Resources, Strategic Planning, Leadership, Management
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
Business Administration
High Scool of Art & Design 1988 — 1990
Advertising & Silk Screen
Vacationer April 2014 - Present
Forsythe Solutions Group July 2006 - March 2014
DCI May 1998 - November 2005
Everen Securities September 1997 - April 1998
Bankers Trust January 1991 - September 1997
Skills
Budgets, Report Writing, Research, Office Management, Event Planning, Time Management, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Access, Software Documentation, Microsoft Word, Training, Event Management, Teamwork, Policy, Customer Service, Project Planning, Marketing, Human Resources, Strategic Planning, Leadership, Management
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
Business Administration
High Scool of Art & Design 1988 — 1990
Advertising & Silk Screen
Greg DiPretoro's Bankers Trust Experience 1978 - 1985
Job Director, Client Services at Dailyaccess Corp
Industry Financial Services
Experience
Retired September 2012 - Present
Dailyaccess Corp April 2004 - Present
metlife 2000 - 2003
JPMorgan 1992 - 2000
JPMorgan Chase 1991 - 2000
JPMorgan Chase Bank 1991 - 2000
Bankers Trust 1978 - 1985
Education
Adelphi University 1989 — 1991
MS, Banking & Money Management
Hartwick College 1965 — 1969
Retired September 2012 - Present
Dailyaccess Corp April 2004 - Present
metlife 2000 - 2003
JPMorgan 1992 - 2000
JPMorgan Chase 1991 - 2000
JPMorgan Chase Bank 1991 - 2000
Bankers Trust 1978 - 1985
Education
Adelphi University 1989 — 1991
MS, Banking & Money Management
Hartwick College 1965 — 1969
Nancy Minervini, PHR's Bankers Trust Experience May 1988 - April 1997
Job Human Resources Manager at Telargo
Industry Telecommunications
Experience
Telargo July 2007 - Present
Marsh & McLennan October 2005 - July 2007
Merrill Lynch June 2004 - September 2005
Independant Consultant August 2002 - June 2004
GHI April 2001 - August 2002
The City of New York August 2000 - April 2001
International Flavors & Fragrances April 1997 - August 2000
Bankers Trust May 1988 - April 1997
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
Human Resources
Pace University 2007 — 2007
Certificate, Human Resources
Cornell University 2000 — 2001
Certificate, Human Resources
Rider University 1981 — 1985
Telargo July 2007 - Present
Marsh & McLennan October 2005 - July 2007
Merrill Lynch June 2004 - September 2005
Independant Consultant August 2002 - June 2004
GHI April 2001 - August 2002
The City of New York August 2000 - April 2001
International Flavors & Fragrances April 1997 - August 2000
Bankers Trust May 1988 - April 1997
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
Human Resources
Pace University 2007 — 2007
Certificate, Human Resources
Cornell University 2000 — 2001
Certificate, Human Resources
Rider University 1981 — 1985
Thomas A. Wey Jr.'s Bankers Trust Experience April 1995 - February 1998
Job Consultant at Hedge Fund Consultant
Industry Financial Services
Experience
Hedge Fund Consultant March 2007 - Present
GlobeOp Financial Services 2001 - 2007
UBS Warburg March 1999 - December 2000
Merrill Lynch February 1998 - March 1999
Bankers Trust April 1995 - February 1998
Bank of New York March 1993 - September 1994
Skills
Finance, Fixed Income, Hedge Funds, Investments, Management
Education
Babson College 1986 — 1990
Salisbury 1984 — 1986
HS
Hedge Fund Consultant March 2007 - Present
GlobeOp Financial Services 2001 - 2007
UBS Warburg March 1999 - December 2000
Merrill Lynch February 1998 - March 1999
Bankers Trust April 1995 - February 1998
Bank of New York March 1993 - September 1994
Skills
Finance, Fixed Income, Hedge Funds, Investments, Management
Education
Babson College 1986 — 1990
Salisbury 1984 — 1986
HS
John Moses's Bankers Trust Experience 1981 - 1998
Job Managing Director at Logistics Capital & Strategy
Industry Investment Banking
Experience
Logistics Capital & Strategy, LLC July 2010 - Present
MergeGlobal, Inc. April 2005 - June 2010
JPMorgan Chase 2003 - 2005
Deutsche Bank/BT Alex Brown/Bankers Trust 1981 - 2003
Bankers Trust 1981 - 1998
Skills
Strategy, Private Equity, Investment Banking, Finance, Management, Leveraged Finance, Logistics, Mergers & Acquisitions, Valuation, Financial Modeling, Business Strategy, Due Diligence, Equities, Investments, Venture Capital
Education
Amherst College 1977 — 1981
BA Cum Laude, Political Science
Logistics Capital & Strategy, LLC July 2010 - Present
MergeGlobal, Inc. April 2005 - June 2010
JPMorgan Chase 2003 - 2005
Deutsche Bank/BT Alex Brown/Bankers Trust 1981 - 2003
Bankers Trust 1981 - 1998
Skills
Strategy, Private Equity, Investment Banking, Finance, Management, Leveraged Finance, Logistics, Mergers & Acquisitions, Valuation, Financial Modeling, Business Strategy, Due Diligence, Equities, Investments, Venture Capital
Education
Amherst College 1977 — 1981
BA Cum Laude, Political Science
Manny Alemany's Bankers Trust Experience 1992 - 1995
Job Loffa Interactive Group
Industry Information Technology and Services
Experience
Loffa Interactive Group November 2008 - Present
Loffa Interactive Group September 2003 - November 2008
Mortgages Ltd. 2007 - 2008
CIGNA Healthcare 2003 - 2007
Schwab Institutional September 1995 - December 2003
Charles Schwab 1995 - 2003
Bankers Trust 1992 - 1995
Skills
Securities, Analysis, Financial Services, Product Development, Back Office, Settlement, Fixed Income, Management Consulting, Sales Management, Series 7, Strategic Planning, Team Building, Prime Brokerage, Accounting, Business Development, Equities, Marketing Strategy, Investments, Marketing, Account Management, Selling, Management, Leadership, Strategy, Sales
Education
Arizona State University, W. P. Carey School of Business 2000 — 2002
MBA, International Business
Arizona State University 1989 — 2002
BS, Finance
Don Bosco Technical HS 1983 — 1987
Loffa Interactive Group November 2008 - Present
Loffa Interactive Group September 2003 - November 2008
Mortgages Ltd. 2007 - 2008
CIGNA Healthcare 2003 - 2007
Schwab Institutional September 1995 - December 2003
Charles Schwab 1995 - 2003
Bankers Trust 1992 - 1995
Skills
Securities, Analysis, Financial Services, Product Development, Back Office, Settlement, Fixed Income, Management Consulting, Sales Management, Series 7, Strategic Planning, Team Building, Prime Brokerage, Accounting, Business Development, Equities, Marketing Strategy, Investments, Marketing, Account Management, Selling, Management, Leadership, Strategy, Sales
Education
Arizona State University, W. P. Carey School of Business 2000 — 2002
MBA, International Business
Arizona State University 1989 — 2002
BS, Finance
Don Bosco Technical HS 1983 — 1987
Anthony Piggott's Bankers Trust Experience January 1988 - September 1993
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 1997 - Present
Citicorp September 1993 - September 1997
Bankers Trust January 1988 - September 1993
Skills
Corporate Actions, Managerial Finance, Settlement, Business Analysis, Financial Services, Capital Markets, Equities, Fixed Income, IT Strategy, Investment Banking, Risk Management, Vendor Management
Education
Baruch College, City University of New York (CUNY) 1983 — 1987
BBA, Finance
Morgan Stanley October 1997 - Present
Citicorp September 1993 - September 1997
Bankers Trust January 1988 - September 1993
Skills
Corporate Actions, Managerial Finance, Settlement, Business Analysis, Financial Services, Capital Markets, Equities, Fixed Income, IT Strategy, Investment Banking, Risk Management, Vendor Management
Education
Baruch College, City University of New York (CUNY) 1983 — 1987
BBA, Finance
Nadine Raab's Bankers Trust Experience 1997 - 1998
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 1999 - Present
Bankers Trust 1997 - 1998
Information Builders 1986 - 1995
Skills
Mutual Funds, Wealth, Financial Goals, Personal Finance, Finance, 401k, Retirement, Investment Advisory, Asset Allocation, Investments, Series 7, 401k Rollovers, Retirement Planning, Series 65, Series 63, Uniform Combined State..., IRAs, Separately Managed..., Wealth Management, 529 Plans
Education
Baruch College, City University of New York (CUNY) 1997 — 1998
MS, Finance
Manhattan College
Bachelor of Science (BS), Computer Information Systems
Morgan Stanley Smith Barney June 1999 - Present
Bankers Trust 1997 - 1998
Information Builders 1986 - 1995
Skills
Mutual Funds, Wealth, Financial Goals, Personal Finance, Finance, 401k, Retirement, Investment Advisory, Asset Allocation, Investments, Series 7, 401k Rollovers, Retirement Planning, Series 65, Series 63, Uniform Combined State..., IRAs, Separately Managed..., Wealth Management, 529 Plans
Education
Baruch College, City University of New York (CUNY) 1997 — 1998
MS, Finance
Manhattan College
Bachelor of Science (BS), Computer Information Systems
Andrew Sandiford's Bankers Trust Experience 1985 - 2000
Job Banking Professional
Industry Banking
Experience
Deutsch Bank AG 2000 - 2006
Deutsche Bank 1983 - 2006
Bankers Trust 1985 - 2000
Education
Baruch College, City University of New York (CUNY)
Deutsch Bank AG 2000 - 2006
Deutsche Bank 1983 - 2006
Bankers Trust 1985 - 2000
Education
Baruch College, City University of New York (CUNY)
Juan Carlos (JC) Isaza's Bankers Trust Experience May 1994 - May 1996
Job Director at SS&C GlobeOp Financial Services
Industry Financial Services
Experience
SS&C GlobeOp April 2011 - Present
JP Morgan April 2010 - April 2011
JPMorgan February 2009 - April 2010
Goldman, Sachs & Co. May 1996 - February 2008
Bankers Trust May 1994 - May 1996
Lehman Brothers July 1988 - May 1994
Skills
Loans, Hedge Funds, Trading, Relationship Management, Portfolio Management, Financial Services, Middle Office, Emerging Markets, Capital Markets, Credit, Syndications, Alternative Investments, Derivatives, Fixed Income, Operational Risk, Equities, Investment Banking
Education
New York University- School of Continuing and Professional Studies 2008 — 2009
Business Project Management Certificate
Baruch College, City University of New York (CUNY) 1988 — 1992
BBA, Economics, Computer Information Systems
SS&C GlobeOp April 2011 - Present
JP Morgan April 2010 - April 2011
JPMorgan February 2009 - April 2010
Goldman, Sachs & Co. May 1996 - February 2008
Bankers Trust May 1994 - May 1996
Lehman Brothers July 1988 - May 1994
Skills
Loans, Hedge Funds, Trading, Relationship Management, Portfolio Management, Financial Services, Middle Office, Emerging Markets, Capital Markets, Credit, Syndications, Alternative Investments, Derivatives, Fixed Income, Operational Risk, Equities, Investment Banking
Education
New York University- School of Continuing and Professional Studies 2008 — 2009
Business Project Management Certificate
Baruch College, City University of New York (CUNY) 1988 — 1992
BBA, Economics, Computer Information Systems
Christopher Deluca's Bankers Trust Experience July 1997 - 2000
Job at
Industry Banking
Experience
HSBC Securities June 2004 - Present
Deutsche Bank 2000 - May 2002
Bankers Trust July 1997 - 2000
Brown Brothers Harriman August 1993 - July 1997
Education
Baruch College, City University of New York (CUNY)
HSBC Securities June 2004 - Present
Deutsche Bank 2000 - May 2002
Bankers Trust July 1997 - 2000
Brown Brothers Harriman August 1993 - July 1997
Education
Baruch College, City University of New York (CUNY)
Oscar Cortes, CPA's Bankers Trust Experience January 2000 - July 2001
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi September 2011 - Present
KBC Financial Products September 2008 - September 2011
UBS July 2007 - September 2008
The Bank of New York July 2001 - August 2007
Societe Generale January 2000 - July 2001
Bankers Trust January 2000 - July 2001
Ernst & Young February 1997 - August 1998
New York Mercantile Exchange July 1996 - February 1997
Skills
Finance, Banking, Mergers & Acquisitions, Analysis, Financial Reporting, Financial Risk, Hedge Funds, Sarbanes-Oxley Act, Auditing, Due Diligence, Management, Securities, Internal Controls, Derivatives, Equities, Internal Audit, Accounting, Financial Services, Credit
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
BBA, Accounting
Citi September 2011 - Present
KBC Financial Products September 2008 - September 2011
UBS July 2007 - September 2008
The Bank of New York July 2001 - August 2007
Societe Generale January 2000 - July 2001
Bankers Trust January 2000 - July 2001
Ernst & Young February 1997 - August 1998
New York Mercantile Exchange July 1996 - February 1997
Skills
Finance, Banking, Mergers & Acquisitions, Analysis, Financial Reporting, Financial Risk, Hedge Funds, Sarbanes-Oxley Act, Auditing, Due Diligence, Management, Securities, Internal Controls, Derivatives, Equities, Internal Audit, Accounting, Financial Services, Credit
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
BBA, Accounting
Andrew Loving's Bankers Trust Experience March 1992 - May 1996
Job Senior Operations Executive
Industry Health, Wellness and Fitness
Experience
Narus Health June 2015 - Present
Continuum Consulting, LLC June 2014 - Present
Aspire Health, Inc. July 2014 - May 2015
naviHealth, Inc. April 2013 - May 2014
Optum Complex Population Management April 2012 - March 2013
OptumHealth - Inspiris January 2011 - April 2012
INSPIRIS, Inc. August 2008 - February 2012
Healthways May 2005 - May 2008
HCA May 1996 - May 2005
Bankers Trust March 1992 - May 1996
Skills
Financial Reporting, Budgeting, Forecasting, Team Management, Acquisition Integration, Product Development, Workflow Management, Budgets, Healthcare, Management, Leadership, Healthcare Management, Business Development, Strategy, Business Process..., Executive Management, Start-ups, Financial Analysis, Strategic Planning, Program Management, Process Improvement
Education
Belmont University - Jack C. Massey Graduate School of Business 1994 — 1996
MBA
Auburn University 1987 — 1991
BS, Finance
Narus Health June 2015 - Present
Continuum Consulting, LLC June 2014 - Present
Aspire Health, Inc. July 2014 - May 2015
naviHealth, Inc. April 2013 - May 2014
Optum Complex Population Management April 2012 - March 2013
OptumHealth - Inspiris January 2011 - April 2012
INSPIRIS, Inc. August 2008 - February 2012
Healthways May 2005 - May 2008
HCA May 1996 - May 2005
Bankers Trust March 1992 - May 1996
Skills
Financial Reporting, Budgeting, Forecasting, Team Management, Acquisition Integration, Product Development, Workflow Management, Budgets, Healthcare, Management, Leadership, Healthcare Management, Business Development, Strategy, Business Process..., Executive Management, Start-ups, Financial Analysis, Strategic Planning, Program Management, Process Improvement
Education
Belmont University - Jack C. Massey Graduate School of Business 1994 — 1996
MBA
Auburn University 1987 — 1991
BS, Finance
Michelle Roos's Bankers Trust Experience 1992 - 1997
Job Corporate Partnerships
Industry Financial Services
Experience
East Bay Agency for Children 2014 - Present
Deutsche Bank 2012 - 2014
Bank of New York Mellon 2007 - 2011
JPMorgan Chase 2000 - 2007
Deutsche Bank 1997 - 2000
Bankers Trust 1992 - 1997
Skills
Structured Finance, Capital Markets, Securitization, ABS, MBS, Portfolio Management, Asset Managment, Financial Services, Due Diligence, Sales, Relationship Management, Contract Negotiation, Investments, Treasury Management, Banking, Asset Management, Risk Management, Business Development, Structured Products, Finance, Fixed Income
Education
Arizona State University - W. P. Carey School of Business
East Bay Agency for Children 2014 - Present
Deutsche Bank 2012 - 2014
Bank of New York Mellon 2007 - 2011
JPMorgan Chase 2000 - 2007
Deutsche Bank 1997 - 2000
Bankers Trust 1992 - 1997
Skills
Structured Finance, Capital Markets, Securitization, ABS, MBS, Portfolio Management, Asset Managment, Financial Services, Due Diligence, Sales, Relationship Management, Contract Negotiation, Investments, Treasury Management, Banking, Asset Management, Risk Management, Business Development, Structured Products, Finance, Fixed Income
Education
Arizona State University - W. P. Carey School of Business
Anthony Fiorica's Bankers Trust Experience 1992 - 1997
Job Director at GlobeOp Financial Services
Industry Investment Banking
Experience
GlobeOp Financial Services October 2008 - Present
Deustche Bank December 2004 - October 2008
Long Term Capital Management January 1997 - July 1998
Bankers Trust 1992 - 1997
Salomon Brothers June 1984 - August 1992
Salomon Brothers 1984 - 1992
Education
Baruch College, City University of New York (CUNY) 1979 — 1984
GlobeOp Financial Services October 2008 - Present
Deustche Bank December 2004 - October 2008
Long Term Capital Management January 1997 - July 1998
Bankers Trust 1992 - 1997
Salomon Brothers June 1984 - August 1992
Salomon Brothers 1984 - 1992
Education
Baruch College, City University of New York (CUNY) 1979 — 1984
Gary Greenberg, CFA's Bankers Trust Experience September 1992 - April 1995
Job Senior Vice President at Payden & Rygel
Industry Capital Markets
Experience
Payden & Rygel April 1995 - Present
Bankers Trust September 1992 - April 1995
Education
Arizona State University 1988 — 1992
Bachelor of Science, Finance
Payden & Rygel April 1995 - Present
Bankers Trust September 1992 - April 1995
Education
Arizona State University 1988 — 1992
Bachelor of Science, Finance
Anne Marie Jata's Bankers Trust Experience July 1989 - June 1991
Job Test Manager consulting position
Industry Financial Services
Experience
Monroe Staffing Services July 2015 - Present
NYSE Euronext February 2005 - September 2011
Securities Industries Automation Corporation (SIAC) June 1991 - January 2005
Bankers Trust July 1989 - June 1991
County NatWest Government Securities, Inc July 1987 - January 1989
Thomas J. Lipton, Inc. May 1985 - July 1987
Skills
Trading Systems, Project Management, Market Data, SDLC, Unix, Business Analysis, Software Development, Integration, Fixed Income, Low Latency, IT Strategy, Equities, Software Project..., Visio, Disaster Recovery, PMO
Education
City University of New York-Baruch College
BBA, Computer Information Systems
Monroe Staffing Services July 2015 - Present
NYSE Euronext February 2005 - September 2011
Securities Industries Automation Corporation (SIAC) June 1991 - January 2005
Bankers Trust July 1989 - June 1991
County NatWest Government Securities, Inc July 1987 - January 1989
Thomas J. Lipton, Inc. May 1985 - July 1987
Skills
Trading Systems, Project Management, Market Data, SDLC, Unix, Business Analysis, Software Development, Integration, Fixed Income, Low Latency, IT Strategy, Equities, Software Project..., Visio, Disaster Recovery, PMO
Education
City University of New York-Baruch College
BBA, Computer Information Systems
Michael Skriloff's Bankers Trust Experience June 1989 - March 1991
Job Facilities Manager at JLL
Industry Real Estate
Experience
JLL March 2015 - Present
CBRE August 2012 - March 2015
Jones Lang LaSalle March 2008 - July 2012
LDS Church February 1995 - March 2008
Self Employed March 1991 - February 1995
Bankers Trust June 1989 - March 1991
Skills
Problem Solving, Capital Budgeting, Expense Management, People Skills, Customer Satisfaction, Project Management, Microsoft Office, Property Management, Facilities Management, Mission Critical..., Construction Management, Negotiation, Tenant, Lease Administration, Lease Negotiations, Leases, Corporate Real Estate, Construction, Finance, Operations Management, Real Estate, Contract Management, Budgets, Team Building, Landlords, Commercial Real Estate, Real Estate Development, Disposition, Facilities Operations, Property, Dispositions
Education
Baruch College, City University of New York (CUNY) 1984 — 1989
BBA, Finance
JLL March 2015 - Present
CBRE August 2012 - March 2015
Jones Lang LaSalle March 2008 - July 2012
LDS Church February 1995 - March 2008
Self Employed March 1991 - February 1995
Bankers Trust June 1989 - March 1991
Skills
Problem Solving, Capital Budgeting, Expense Management, People Skills, Customer Satisfaction, Project Management, Microsoft Office, Property Management, Facilities Management, Mission Critical..., Construction Management, Negotiation, Tenant, Lease Administration, Lease Negotiations, Leases, Corporate Real Estate, Construction, Finance, Operations Management, Real Estate, Contract Management, Budgets, Team Building, Landlords, Commercial Real Estate, Real Estate Development, Disposition, Facilities Operations, Property, Dispositions
Education
Baruch College, City University of New York (CUNY) 1984 — 1989
BBA, Finance
Kristabel Damuth's Bankers Trust Experience September 1995 - April 1996
Job HRIS Analyst
Industry Human Resources
Experience
Brink’s January 2014 - Present
Mercer April 2013 - January 2014
Exponent Technologies May 2008 - January 2013
Perot Systems July 1998 - November 2004
ObjectSpace January 1997 - July 1998
Bankers Trust September 1995 - April 1996
Lipper Analytical Securities Corporation September 1990 - September 1995
Skills
Employee Benefits, HRIS, Benefits Administration, Payroll, Microsoft Excel, Process Improvement, Microsoft Office, PeopleSoft, Leadership, Management, Employee Relations, Human Resources, Performance Management, Cash Management, Balance Sheet, Applicant Tracking..., ADP Payroll, Business Analysis, Onboarding, HR Consulting, Deferred Compensation, Accounts Payable, Accounts Receivable, P&L reconciliation, Bank Reconciliation, Payroll Analysis, Variance Analysis, General Ledger..., SQL, Outlook, Project Management, Change Management, Business Development, Budgets, Data Analysis, Auditing, System Administration, Analysis, Accounting, Access, SharePoint, Team Leadership, Payroll Tax and Sales..., Microsoft Office Suite, PeopleSoft Financial..., PeopleSoft HRMS 9.1, Kronos WFC
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
BS, Finance
Baruch College, City University of New York (CUNY) 1989 — 1991
Business
Brink’s January 2014 - Present
Mercer April 2013 - January 2014
Exponent Technologies May 2008 - January 2013
Perot Systems July 1998 - November 2004
ObjectSpace January 1997 - July 1998
Bankers Trust September 1995 - April 1996
Lipper Analytical Securities Corporation September 1990 - September 1995
Skills
Employee Benefits, HRIS, Benefits Administration, Payroll, Microsoft Excel, Process Improvement, Microsoft Office, PeopleSoft, Leadership, Management, Employee Relations, Human Resources, Performance Management, Cash Management, Balance Sheet, Applicant Tracking..., ADP Payroll, Business Analysis, Onboarding, HR Consulting, Deferred Compensation, Accounts Payable, Accounts Receivable, P&L reconciliation, Bank Reconciliation, Payroll Analysis, Variance Analysis, General Ledger..., SQL, Outlook, Project Management, Change Management, Business Development, Budgets, Data Analysis, Auditing, System Administration, Analysis, Accounting, Access, SharePoint, Team Leadership, Payroll Tax and Sales..., Microsoft Office Suite, PeopleSoft Financial..., PeopleSoft HRMS 9.1, Kronos WFC
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
BS, Finance
Baruch College, City University of New York (CUNY) 1989 — 1991
Business
Nikita Dortch's Bankers Trust Experience June 1996 - August 1997
Job Principal Systems Analyst at Parsons
Industry Defense & Space
Experience
Teledyne Brown Engineering Principal Systems AnalystParsonsOctober 2013 - Present
General Dynamics Information Technology February 2011 - Present
Boeing 2002 - 2008
Bankers Trust June 1996 - August 1997
Skills
Requirements Analysis, Systems Engineering, Configuration Management, DoD, Program Management
Education
Auburn University 1991 — 1995
B.S., Management Information Systems
Teledyne Brown Engineering Principal Systems AnalystParsonsOctober 2013 - Present
General Dynamics Information Technology February 2011 - Present
Boeing 2002 - 2008
Bankers Trust June 1996 - August 1997
Skills
Requirements Analysis, Systems Engineering, Configuration Management, DoD, Program Management
Education
Auburn University 1991 — 1995
B.S., Management Information Systems
Wasdeowan Lachman's Bankers Trust Experience March 1990 - February 1998
Job VP SCM at Pershing / Bank of New York Mellon
Industry Financial Services
Experience
Pershing / Bank of New York Mellon February 1998 - Present
Pershing /Bank of New York Mellon 1998 - Present
Bankers Trust March 1990 - February 1998
Commerzbank AG January 1988 - February 1990
Manufacturers Hanover Trust March 1985 - December 1987
Skills
Software Configuration..., Release Management, Vendor Management, Business Analysis, SDLC
Education
Baruch College, City University of New York (CUNY)
Pershing / Bank of New York Mellon February 1998 - Present
Pershing /Bank of New York Mellon 1998 - Present
Bankers Trust March 1990 - February 1998
Commerzbank AG January 1988 - February 1990
Manufacturers Hanover Trust March 1985 - December 1987
Skills
Software Configuration..., Release Management, Vendor Management, Business Analysis, SDLC
Education
Baruch College, City University of New York (CUNY)
Carolyn Sekac, MBA, CFP®'s Bankers Trust Experience 1991 - 1993
Job Vice President | Retirement Consultant | New Business Development for The Heritage Group an Innovative TPA
Industry Financial Services
Experience
The Heritage Group LLC 2004 - Present
Comprehensive Consulting Group January 1995 - February 1999
Bankers Trust 1991 - 1993
Price Waterhouse 1988 - 1991
Skills
Pensions, CRM, Defined Benefit, Employee Benefits, New Business Development, Mutual Funds, Retirement Planning, 401k, Series 7, Wealth Management, Investments, Retirement, Strategic Financial...
Education
New York University - Leonard N. Stern School of Business 1990 — 1993
MBA, Finance
Adelphi University
CFP, Financial Planning
Providence College
BA, Humanities/Western Civ
The Heritage Group LLC 2004 - Present
Comprehensive Consulting Group January 1995 - February 1999
Bankers Trust 1991 - 1993
Price Waterhouse 1988 - 1991
Skills
Pensions, CRM, Defined Benefit, Employee Benefits, New Business Development, Mutual Funds, Retirement Planning, 401k, Series 7, Wealth Management, Investments, Retirement, Strategic Financial...
Education
New York University - Leonard N. Stern School of Business 1990 — 1993
MBA, Finance
Adelphi University
CFP, Financial Planning
Providence College
BA, Humanities/Western Civ
Arkady Perepelyuk's Bankers Trust Experience April 1998 - April 1999
Job Executive Director at J.P. Morgan
Industry Banking
Experience
JP Morgan March 2010 - Present
J.P. Morgan March 2010 - Present
Pershing January 2009 - March 2010
Barclays Capital 2008 - January 2009
Lehman Brothers March 2006 - September 2008
JPMorgan April 2000 - April 2006
JPMorganChase 2000 - 2006
JP Morgan Chase 2000 - 2006
ICP February 1999 - April 2000
Bankers Trust April 1998 - April 1999
Skills
Trading Systems, Market Data, Prime Brokerage, Fixed Income, Hedge Funds, Equities, Derivatives, Investment Banking, Securities, Swaps, Equity Derivatives, Alternative Investments, Series 7, Credit Derivatives, Capital Markets
Education
New York University 2003 — 2004
APC, Systems And Management
Donec'kij Nacional'nij Tehnicnij Universitet 1979 — 1984
BS, EE
JP Morgan March 2010 - Present
J.P. Morgan March 2010 - Present
Pershing January 2009 - March 2010
Barclays Capital 2008 - January 2009
Lehman Brothers March 2006 - September 2008
JPMorgan April 2000 - April 2006
JPMorganChase 2000 - 2006
JP Morgan Chase 2000 - 2006
ICP February 1999 - April 2000
Bankers Trust April 1998 - April 1999
Skills
Trading Systems, Market Data, Prime Brokerage, Fixed Income, Hedge Funds, Equities, Derivatives, Investment Banking, Securities, Swaps, Equity Derivatives, Alternative Investments, Series 7, Credit Derivatives, Capital Markets
Education
New York University 2003 — 2004
APC, Systems And Management
Donec'kij Nacional'nij Tehnicnij Universitet 1979 — 1984
BS, EE
Christine Montagna's Bankers Trust Experience 1997 - 2000
Job Director at TD Securities USA
Industry Banking
Experience
Petco June 2015 - Present
TD Securities USA March 2011 - Present
TD Securities USA March 2011 - Present
Barclays Capital November 2004 - January 2011
Barclays Capital 2004 - 2010
Lehman Brothers 2000 - 2004
Bankers Trust 1997 - 2000
Skills
Series 7, Series 79, Credit, Derivatives, Credit Risk, Risk Management
Education
Adelphi University 1980 — 1982
MBA, Finance
Saint John's University 1973 — 1977
BA, Political science and education
Petco June 2015 - Present
TD Securities USA March 2011 - Present
TD Securities USA March 2011 - Present
Barclays Capital November 2004 - January 2011
Barclays Capital 2004 - 2010
Lehman Brothers 2000 - 2004
Bankers Trust 1997 - 2000
Skills
Series 7, Series 79, Credit, Derivatives, Credit Risk, Risk Management
Education
Adelphi University 1980 — 1982
MBA, Finance
Saint John's University 1973 — 1977
BA, Political science and education
Douglas Doucette's Bankers Trust Experience August 1979 - June 1999
Job Head of Client Management, North America Institutional at Investec Asset Management
Industry Investment Management
Experience
Investec Asset Management September 2012 - Present
Weiss Multi-Strategy Advisers, LLC May 2008 - August 2012
Julius Baer Investment Management August 2005 - April 2008
Deutsche Bank June 1999 - August 2005
Deutsche Asset Management 1999 - 2005
Deutsche Asset Management 1979 - 2005
Bankers Trust August 1979 - June 1999
Skills
Securities, Wealth Management, FX Options, Middle Office, Investment Strategies, Financial Services, Risk Management, Private Equity, Electronic Trading, Private Banking, Banking, Trading Systems
Education
Amherst College 1975 — 1979
BA, Economics
Investec Asset Management September 2012 - Present
Weiss Multi-Strategy Advisers, LLC May 2008 - August 2012
Julius Baer Investment Management August 2005 - April 2008
Deutsche Bank June 1999 - August 2005
Deutsche Asset Management 1999 - 2005
Deutsche Asset Management 1979 - 2005
Bankers Trust August 1979 - June 1999
Skills
Securities, Wealth Management, FX Options, Middle Office, Investment Strategies, Financial Services, Risk Management, Private Equity, Electronic Trading, Private Banking, Banking, Trading Systems
Education
Amherst College 1975 — 1979
BA, Economics
Nydia (Lily) Vega's Bankers Trust Experience January 1994 - August 1995
Job Senior Trader at Fairbridge Capital Markets
Industry Financial Services
Experience
Fairbridge Capital Markets August 2013 - Present
Consultiva Securities Inc. June 2004 - August 2013
Doral Securities August 1995 - August 2003
Bankers Trust January 1994 - August 1995
Credit Suisse First Boston Puerto Inc. September 1984 - September 1994
Dean Witter 1984 - 1986
E.F. Hutton 1983 - 1984
Skills
Portfolio Management, Fixed Income, Asset Management, Trading, Securities, Bloomberg, Series 7, Investment Advisory, Alternative Investments, Capital Markets, Derivatives, Investments, Equities, Financial Markets, Bonds, Regulatory Compliance, Operations Management
Education
ICPR Junior College-General Institutional 1985 — 1986
Accounting Certification, Accounting and Finance
Central Commercial HS NYC 1965 — 1968
HSD, Business Administration and Management, General
New York 1965 — 1968
HSD, Business Administration and Management, General
Fairbridge Capital Markets August 2013 - Present
Consultiva Securities Inc. June 2004 - August 2013
Doral Securities August 1995 - August 2003
Bankers Trust January 1994 - August 1995
Credit Suisse First Boston Puerto Inc. September 1984 - September 1994
Dean Witter 1984 - 1986
E.F. Hutton 1983 - 1984
Skills
Portfolio Management, Fixed Income, Asset Management, Trading, Securities, Bloomberg, Series 7, Investment Advisory, Alternative Investments, Capital Markets, Derivatives, Investments, Equities, Financial Markets, Bonds, Regulatory Compliance, Operations Management
Education
ICPR Junior College-General Institutional 1985 — 1986
Accounting Certification, Accounting and Finance
Central Commercial HS NYC 1965 — 1968
HSD, Business Administration and Management, General
New York 1965 — 1968
HSD, Business Administration and Management, General
Dana Takac's Bankers Trust Experience 1999 - 2000
Job BCBSA Co.
Industry Financial Services
Experience
BCBSA Co. 2013 - March 2015
State Street 2007 - 2013
Citi 2004 - 2007
Deutsche Bank 2000 - 2003
Bankers Trust 1999 - 2000
Skills
Fixed Income, Equities, Bloomberg, Mutual Funds, Financial Services, Asset Management, Business Analysis, Financial Analysis
Education
Charles University in Prague 1984 — 1990
Master's Degree, Mathematics
City University of New York-Baruch College
Financial Accounting, Investment Banking
BCBSA Co. 2013 - March 2015
State Street 2007 - 2013
Citi 2004 - 2007
Deutsche Bank 2000 - 2003
Bankers Trust 1999 - 2000
Skills
Fixed Income, Equities, Bloomberg, Mutual Funds, Financial Services, Asset Management, Business Analysis, Financial Analysis
Education
Charles University in Prague 1984 — 1990
Master's Degree, Mathematics
City University of New York-Baruch College
Financial Accounting, Investment Banking
Francis Ledwidge's Bankers Trust Experience 1989 - 1995
Job Chief Investment Officer at Eddystone Capital
Industry Investment Management
Experience
Eddystone Capital Chairman and DirectorArtio Global InvestorsSeptember 2009 - May 2013
Bankers Trust 1989 - 1995
Education
The University of Sheffield 1969 — 1972
BA, Economics and Business Studies
Winchester College 1963 — 1967
Languages, Economics
Eddystone Capital Chairman and DirectorArtio Global InvestorsSeptember 2009 - May 2013
Bankers Trust 1989 - 1995
Education
The University of Sheffield 1969 — 1972
BA, Economics and Business Studies
Winchester College 1963 — 1967
Languages, Economics
Sachin Mathur's Bankers Trust Experience June 1996 - December 1996
Job Experienced Finance & Strategy Executive
Industry Financial Services
Experience
Merrill Lynch 2009 - Present
Merrill Lynch 2002 - 2008
Merrill Lynch 2000 - 2002
Venator Group 1998 - 2000
Goldman Sachs 1996 - 1998
Bankers Trust June 1996 - December 1996
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Finance, Risk Management, Financial Reporting, Wealth Management, Accounting, Capital Markets, Valuation
Education
Arizona State University - W. P. Carey School of Business 1993 — 1996
Bachelors, International Finance
State University of New York at Stony Brook 1991 — 1993
Bachelor of Science, Astrophysics
Merrill Lynch 2009 - Present
Merrill Lynch 2002 - 2008
Merrill Lynch 2000 - 2002
Venator Group 1998 - 2000
Goldman Sachs 1996 - 1998
Bankers Trust June 1996 - December 1996
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Finance, Risk Management, Financial Reporting, Wealth Management, Accounting, Capital Markets, Valuation
Education
Arizona State University - W. P. Carey School of Business 1993 — 1996
Bachelors, International Finance
State University of New York at Stony Brook 1991 — 1993
Bachelor of Science, Astrophysics
Maria Maffei's Bankers Trust Experience 1987 - 1998
Job MultiUnit Owner/Operator at Edible Arrangements
Industry Financial Services
Experience
Edible Arrangements Of Scotch Plains & Summit NJ September 2013 - Present
Citi August 2011 - August 2013
Citigroup August 2009 - August 2011
Citigroup - Global Equity Technology 2003 - 2007
Bankers Trust 1987 - 1998
Skills
Process Engineering, SDLC, Program Management, Business Analysis, PMO, Software Project..., Risk Management, Requirements Analysis
Education
Baruch College, City University of New York (CUNY)
BBA, Computer Systems
Edible Arrangements Of Scotch Plains & Summit NJ September 2013 - Present
Citi August 2011 - August 2013
Citigroup August 2009 - August 2011
Citigroup - Global Equity Technology 2003 - 2007
Bankers Trust 1987 - 1998
Skills
Process Engineering, SDLC, Program Management, Business Analysis, PMO, Software Project..., Risk Management, Requirements Analysis
Education
Baruch College, City University of New York (CUNY)
BBA, Computer Systems
Beusse Lisa's Bankers Trust Experience 1988 - 1990
Job Tennis taekwondo
Industry Sports
Experience
Christie Property Group, LLC June 1991 - May 2014
YWCA of the City of New York January 1992 - September 1994
Bankers Trust 1988 - 1990
Bear Stearns December 1984 - January 1988
Education
Adelphi University 1979 — 1983
B.A., Psychology
Christie Property Group, LLC June 1991 - May 2014
YWCA of the City of New York January 1992 - September 1994
Bankers Trust 1988 - 1990
Bear Stearns December 1984 - January 1988
Education
Adelphi University 1979 — 1983
B.A., Psychology
Margaret Amestoy's Bankers Trust Experience 1989 - 1993
Job Independent Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
JP Marketing 1993 - 1995
Bankers Trust 1989 - 1993
Domino's Pizza 1982 - 1989
Arizona State University 1979 - 1981
Skills
Management
Education
Arizona State University 1978 — 1981
Marketing, Theatre
JP Marketing 1993 - 1995
Bankers Trust 1989 - 1993
Domino's Pizza 1982 - 1989
Arizona State University 1979 - 1981
Skills
Management
Education
Arizona State University 1978 — 1981
Marketing, Theatre
Carolyn Aishton's Bankers Trust Experience 1976 - 1978
Job Executive coach & trainer
Industry Public Relations and Communications
Experience
Aishton Communications January 2005 - Present
Pachter & Associates January 2004 - Present
The Leader's Edge/Leaders By Design 2007 - 2010
Avon Products 1978 - 2002
Bankers Trust 1976 - 1978
Education
Albion College
BA, French, Spanish, Education
University of Michigan
MA, French Literature
Aishton Communications January 2005 - Present
Pachter & Associates January 2004 - Present
The Leader's Edge/Leaders By Design 2007 - 2010
Avon Products 1978 - 2002
Bankers Trust 1976 - 1978
Education
Albion College
BA, French, Spanish, Education
University of Michigan
MA, French Literature
Mali Lipscher's Bankers Trust Experience June 1993 - February 1994
Job
Industry Financial Services
Experience
Citadel Investment Group December 2008 - January 2012
BBDO September 2006 - October 2008
Saranac Capital December 2003 - February 2006
CGEY 2000 - 2003
Schroders 1998 - 2000
Christies 1996 - 1998
Washington Square Institute May 1995 - October 1996
Bankers Trust June 1993 - February 1994
Colson Services 1988 - 1993
Skills
Forecasting, Operating Budgets, Marketing Strategy, Market Research, Financial Reporting, Project Management, Operations Management, M&A experience, Business Development, New Business Development, Business Analysis, Compliance, Surveillance, Disaster Recovery, Strategic Planning, Customer Service, Facilities Management, Facilities Operations, Office Management, Office Administration, Finance, Organizational..., Risk Management, Management, Leadership, Analysis, Executive Management, Strategy
Education
NYU
Seminar
NYU
Seminar
Project Management Institute
City University of New York-Baruch College
BBA
John Dewey HS
Regents Diploma
Citadel Investment Group December 2008 - January 2012
BBDO September 2006 - October 2008
Saranac Capital December 2003 - February 2006
CGEY 2000 - 2003
Schroders 1998 - 2000
Christies 1996 - 1998
Washington Square Institute May 1995 - October 1996
Bankers Trust June 1993 - February 1994
Colson Services 1988 - 1993
Skills
Forecasting, Operating Budgets, Marketing Strategy, Market Research, Financial Reporting, Project Management, Operations Management, M&A experience, Business Development, New Business Development, Business Analysis, Compliance, Surveillance, Disaster Recovery, Strategic Planning, Customer Service, Facilities Management, Facilities Operations, Office Management, Office Administration, Finance, Organizational..., Risk Management, Management, Leadership, Analysis, Executive Management, Strategy
Education
NYU
Seminar
NYU
Seminar
Project Management Institute
City University of New York-Baruch College
BBA
John Dewey HS
Regents Diploma
Maria del Carmen Aita's Bankers Trust Experience 1985 - 2000
Job CT Senior Administrator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2011 - Present
Bank of New York Mellon March 2003 - January 2009
Deutsche Bank August 2000 - March 2003
Deutsche Asset Management/ Formerly Bankers Trust 2000 - 2003
METLIFE, Jersey City, NJ 1999 - 2000
Bankers Trust 1985 - 2000
Skills
Investments, Accounting, Analysis, Cash Management, Management, Financial Services, Employee Benefits, Securities, Fixed Income, Mergers & Acquisitions
Education
Baruch College, City University of New York (CUNY) 2009 — 2010
Bookkeeping-Accounting
Right Management 2009 — 2010
New York City Technical College 1973 — 1977
Associated, Accounting
St. Joseph High School 1969 — 1973
BNY Mellon March 2011 - Present
Bank of New York Mellon March 2003 - January 2009
Deutsche Bank August 2000 - March 2003
Deutsche Asset Management/ Formerly Bankers Trust 2000 - 2003
METLIFE, Jersey City, NJ 1999 - 2000
Bankers Trust 1985 - 2000
Skills
Investments, Accounting, Analysis, Cash Management, Management, Financial Services, Employee Benefits, Securities, Fixed Income, Mergers & Acquisitions
Education
Baruch College, City University of New York (CUNY) 2009 — 2010
Bookkeeping-Accounting
Right Management 2009 — 2010
New York City Technical College 1973 — 1977
Associated, Accounting
St. Joseph High School 1969 — 1973
Andrew Nerone's Bankers Trust Experience August 1993 - May 1994
Job Paladin Solutions Group US Managing Principal
Industry Management Consulting
Experience
Paladin Solutions Group August 2014 - Present
PwC June 2011 - August 2014
Ernst & Young LLP December 2005 - June 2011
Deloitte August 2000 - December 2005
Summit Systems September 1997 - August 2000
TMG Financial Products Inc. October 1996 - September 1997
HSBC Securities May 1994 - October 1996
Bankers Trust August 1993 - May 1994
Lehman Brothers August 1991 - August 1993
Salomon Brothers July 1989 - August 1991
Skills
Capital Markets, Financial Services, IT Strategy, Trading Systems, Business Process..., Management Consulting, Derivatives, Management, SDLC, Program Management, Banking, Investment Banking, Front to Back Office, Back Office, Middle Office, Operational Risk..., Team Building, System Integration..., User Acceptance Testing, Operations Management, Strategic Planning, Financial Modeling, Treasury, Fixed Income, Change Management, Risk Management, Operational Risk, Trading, Sarbanes-Oxley Act, Swaps, Enterprise Risk..., FX Options, Valuation, Interest Rate..., Market Risk, Structured Products, Auditing, Financial Reporting, Business Strategy, Hedge Funds, Business Transformation, Corporate Finance, Project Management
Education
Pace University 2007 — 2013
MS, Accounting
Adelphi University 1986 — 1994
MBA, Management
Saint John's University 1982 — 1986
BA, Economics
Paladin Solutions Group August 2014 - Present
PwC June 2011 - August 2014
Ernst & Young LLP December 2005 - June 2011
Deloitte August 2000 - December 2005
Summit Systems September 1997 - August 2000
TMG Financial Products Inc. October 1996 - September 1997
HSBC Securities May 1994 - October 1996
Bankers Trust August 1993 - May 1994
Lehman Brothers August 1991 - August 1993
Salomon Brothers July 1989 - August 1991
Skills
Capital Markets, Financial Services, IT Strategy, Trading Systems, Business Process..., Management Consulting, Derivatives, Management, SDLC, Program Management, Banking, Investment Banking, Front to Back Office, Back Office, Middle Office, Operational Risk..., Team Building, System Integration..., User Acceptance Testing, Operations Management, Strategic Planning, Financial Modeling, Treasury, Fixed Income, Change Management, Risk Management, Operational Risk, Trading, Sarbanes-Oxley Act, Swaps, Enterprise Risk..., FX Options, Valuation, Interest Rate..., Market Risk, Structured Products, Auditing, Financial Reporting, Business Strategy, Hedge Funds, Business Transformation, Corporate Finance, Project Management
Education
Pace University 2007 — 2013
MS, Accounting
Adelphi University 1986 — 1994
MBA, Management
Saint John's University 1982 — 1986
BA, Economics
Larry Hathaway's Bankers Trust Experience 1997 - 2000
Job VP at State Street
Industry Banking
Experience
State Street DirectorDeustche Bank1997 - 2002
Bankers Trust 1997 - 2000
JPMorgan 1979 - 1997
Skills
Financial Services, Middle Office, Securities Lending, Back Office, Securities, Fixed Income
Education
Bates College
New York University - Leonard N. Stern School of Business
State Street DirectorDeustche Bank1997 - 2002
Bankers Trust 1997 - 2000
JPMorgan 1979 - 1997
Skills
Financial Services, Middle Office, Securities Lending, Back Office, Securities, Fixed Income
Education
Bates College
New York University - Leonard N. Stern School of Business
John Zung's Bankers Trust Experience 1988 - 1996
Job Deputy Chief Credit Officer at AIG
Industry Investment Management
Experience
AIG Property Casualty April 2013 - Present
American International Group 1996 - March 2013
Bankers Trust 1988 - 1996
Bank of Boston 1984 - 1988
Skills
Risk Management, Financial Risk, Credit Risk, Portfolio Management, Derivatives, Corporate Finance, Fixed Income, Credit, Investments, Project Finance, Insurance, Financial Services, Finance, Economics, Loans, Commercial Banking, Enterprise Risk..., Financial Analysis, Structured Products, Credit Analysis
Education
Stony Brook University 1979 — 1984
BA, Economics
Baruch College, City University of New York (CUNY)
MBA, International Finance
AIG Property Casualty April 2013 - Present
American International Group 1996 - March 2013
Bankers Trust 1988 - 1996
Bank of Boston 1984 - 1988
Skills
Risk Management, Financial Risk, Credit Risk, Portfolio Management, Derivatives, Corporate Finance, Fixed Income, Credit, Investments, Project Finance, Insurance, Financial Services, Finance, Economics, Loans, Commercial Banking, Enterprise Risk..., Financial Analysis, Structured Products, Credit Analysis
Education
Stony Brook University 1979 — 1984
BA, Economics
Baruch College, City University of New York (CUNY)
MBA, International Finance
Dhuane Stephens's Bankers Trust Experience 1983 - 1987
Job Director, Loan Sales & Trading, at Societe Generale
Industry Banking
Experience
Societe Generale April 2011 - Present
Barclays Capital July 1995 - January 2011
Barclays Capital July 1995 - January 2011
Erste Bank May 1988 - June 1995
Bankers Trust 1983 - 1987
Education
Amherst College
BA
Societe Generale April 2011 - Present
Barclays Capital July 1995 - January 2011
Barclays Capital July 1995 - January 2011
Erste Bank May 1988 - June 1995
Bankers Trust 1983 - 1987
Education
Amherst College
BA
Tracy Titolo's Bankers Trust Experience November 1995 - 1999
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank 1999 - Present
Bankers Trust November 1995 - 1999
Skills
Swaps, Series 7, Middle Office, Internal Audit, Equities
Education
Baruch College 1989 — 1994
Bachelor of Business Administration (BBA), Accounting
Grover Cleveland High School 1986 — 1989
Deutsche Bank 1999 - Present
Bankers Trust November 1995 - 1999
Skills
Swaps, Series 7, Middle Office, Internal Audit, Equities
Education
Baruch College 1989 — 1994
Bachelor of Business Administration (BBA), Accounting
Grover Cleveland High School 1986 — 1989
Pat Dominguez, M.A.'s Bankers Trust Experience January 1990 - March 1994
Job Program Design & Development Professional
Industry Executive Office
Experience
High Desert Hispanic Foundation March 2013 - Present
Patricia Dominguez, M.A. January 2003 - Present
First Health/CCN July 1999 - January 2003
Bankers Trust January 1990 - March 1994
Skills
Administration, Organizational..., Organizational..., Program Management, Client Services, Third Party Integration, Liaison, Forecasting, Research, Investor Relations, Disability Management, Training, Analitical, Critical Thinking, Emotional Intelligence, Non-profit Development, Spanish, Management, Customer Service, Human Resources, Career Counseling, Nonprofits, Public Relations, Marketing, Staff Development, Leadership, Policy, Leadership Development
Education
University of Notre Dame - Mendoza College of Business 2014 — 2014
Certificate, Board Governance and Board Development
Azusa Pacific University 2005 — 2006
Master of Arts, Leadership & Organizational Studies
Azusa Pacific University
Bachelor of Science, Management
High Desert Hispanic Foundation March 2013 - Present
Patricia Dominguez, M.A. January 2003 - Present
First Health/CCN July 1999 - January 2003
Bankers Trust January 1990 - March 1994
Skills
Administration, Organizational..., Organizational..., Program Management, Client Services, Third Party Integration, Liaison, Forecasting, Research, Investor Relations, Disability Management, Training, Analitical, Critical Thinking, Emotional Intelligence, Non-profit Development, Spanish, Management, Customer Service, Human Resources, Career Counseling, Nonprofits, Public Relations, Marketing, Staff Development, Leadership, Policy, Leadership Development
Education
University of Notre Dame - Mendoza College of Business 2014 — 2014
Certificate, Board Governance and Board Development
Azusa Pacific University 2005 — 2006
Master of Arts, Leadership & Organizational Studies
Azusa Pacific University
Bachelor of Science, Management
Caili Chiu's Bankers Trust Experience May 1996 - March 1997
Job Experienced Business System Analyst
Industry Financial Services
Experience
CME Group April 1999 - June 2003
R.J. O'Brien September 1997 - April 1999
Sagamore Partners, Inc. March 1997 - September 1997
Bankers Trust May 1996 - March 1997
Education
Alfred University
Bachelor of Science, Bachelor of Arts, Business Administration, Mathematics
Roosevelt University
Master of Arts
CME Group April 1999 - June 2003
R.J. O'Brien September 1997 - April 1999
Sagamore Partners, Inc. March 1997 - September 1997
Bankers Trust May 1996 - March 1997
Education
Alfred University
Bachelor of Science, Bachelor of Arts, Business Administration, Mathematics
Roosevelt University
Master of Arts
Claudine Wolfe's Bankers Trust Experience 1994 - 1997
Job Global Head of Talent at ACE Group
Industry Financial Services
Experience
ACE Group 2013 - Present
Morgan Stanley 2011 - 2013
Morgan Stanley 2007 - 2010
Morgan Stanley 2001 - 2007
Morgan Stanley 1997 - 2001
Bankers Trust 1994 - 1997
Federal Reserve Bank of New York 1989 - 1994
Republic National Bank 1988 - 1989
Skills
Executive Coaching, MBTI, Leadership, Performance Management, Capital Markets, Organizational..., Organizational..., Management, Talent Management, Leadership Development, Succession Planning, Training, Employee Engagement, Team Building, Management Development, Culture Change, E-Learning, Executive Development, Training Delivery, Fixed Income, Group Process Consulting, Talent Acquisition, Dennison Leadership 360..., CCL Assessment..., DiSC Assessment, Cornell University..., DDI Management..., Coaching, Business Strategy, Human Resources, Strategic Planning, Onboarding, Management Consulting, Organizational Design, Mergers & Acquisitions, Executive Management, Personnel Management, Change Management, Employee Relations, Career Development, Consulting, Workforce Planning, Deferred Compensation, Employee Training, Workshop Facilitation, Project Planning, Financial Services, Enterprise Software, Performance Improvement, Employee Benefits
Education
City University of New York-Baruch College - Zicklin School of Business
Certified Executive Coach
New York University
Master of Arts (M.A.), Organizational Development and Behavior
Long Island University, C.W. Post Campus
Bachelor of Science (B.S.), Finance
ACE Group 2013 - Present
Morgan Stanley 2011 - 2013
Morgan Stanley 2007 - 2010
Morgan Stanley 2001 - 2007
Morgan Stanley 1997 - 2001
Bankers Trust 1994 - 1997
Federal Reserve Bank of New York 1989 - 1994
Republic National Bank 1988 - 1989
Skills
Executive Coaching, MBTI, Leadership, Performance Management, Capital Markets, Organizational..., Organizational..., Management, Talent Management, Leadership Development, Succession Planning, Training, Employee Engagement, Team Building, Management Development, Culture Change, E-Learning, Executive Development, Training Delivery, Fixed Income, Group Process Consulting, Talent Acquisition, Dennison Leadership 360..., CCL Assessment..., DiSC Assessment, Cornell University..., DDI Management..., Coaching, Business Strategy, Human Resources, Strategic Planning, Onboarding, Management Consulting, Organizational Design, Mergers & Acquisitions, Executive Management, Personnel Management, Change Management, Employee Relations, Career Development, Consulting, Workforce Planning, Deferred Compensation, Employee Training, Workshop Facilitation, Project Planning, Financial Services, Enterprise Software, Performance Improvement, Employee Benefits
Education
City University of New York-Baruch College - Zicklin School of Business
Certified Executive Coach
New York University
Master of Arts (M.A.), Organizational Development and Behavior
Long Island University, C.W. Post Campus
Bachelor of Science (B.S.), Finance
Debra Mehle-Connor's Bankers Trust Experience 1979 - 1984
Job Assistant Branch Manager at PeoplesBank
Industry Banking
Experience
PeoplesBank June 2001 - Present
Fleet Bank June 1989 - June 1998
Bankers Trust 1979 - 1984
Skills
Retail Banking, Loans, Consumer Lending, Commercial Banking, Mortgage Lending, Branch Banking, Credit, Cross Selling, Commercial Lending, Risk Management, Cash Management, Lines Of Credit, Branch Management, Loan Origination, Credit Analysis
Education
The Sage Colleges - Russell Sage College 1976 — 1977
foreign languages
Albany College of Pharmacy of Union University 1975 — 1976
PeoplesBank June 2001 - Present
Fleet Bank June 1989 - June 1998
Bankers Trust 1979 - 1984
Skills
Retail Banking, Loans, Consumer Lending, Commercial Banking, Mortgage Lending, Branch Banking, Credit, Cross Selling, Commercial Lending, Risk Management, Cash Management, Lines Of Credit, Branch Management, Loan Origination, Credit Analysis
Education
The Sage Colleges - Russell Sage College 1976 — 1977
foreign languages
Albany College of Pharmacy of Union University 1975 — 1976
Cara Vino's Bankers Trust Experience January 1992 - May 1995
Job Marketing Coordinator at Steve Boyle Agency, State Farm Insurance
Industry Insurance
Experience
Steve Boyle Agency, State Farm Insurance January 2009 - Present
Bankers Trust January 1992 - May 1995
Chemical Bank June 1988 - January 1992
Education
ST. John's University, Queens NY 1993 — 1995
Master, International Finance
Baruch College 1984 — 1988
BBA, Finance
Steve Boyle Agency, State Farm Insurance January 2009 - Present
Bankers Trust January 1992 - May 1995
Chemical Bank June 1988 - January 1992
Education
ST. John's University, Queens NY 1993 — 1995
Master, International Finance
Baruch College 1984 — 1988
BBA, Finance
Rita Geronimo's Bankers Trust Experience 1977 - 1993
Job Business Analyst at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors February 2011 - Present
State Street Global Advisors April 2005 - June 2010
Bankers Trust/Deutsche Bank January 1994 - April 2005
Bankers Trust 1977 - 1993
Education
Adelphi University 1980 — 1985
Accounting
State Street Global Advisors February 2011 - Present
State Street Global Advisors April 2005 - June 2010
Bankers Trust/Deutsche Bank January 1994 - April 2005
Bankers Trust 1977 - 1993
Education
Adelphi University 1980 — 1985
Accounting
Barbara Kasprowitz-Benyo's Bankers Trust Experience 1984 - 1989
Job Assistant Store Manager Operations at TJ Maxx
Industry Retail
Experience
TJ Maxx April 2003 - Present
Gymboree 1991 - 2004
Bankers Trust 1984 - 1989
Irving Trust Company 1982 - 1984
Skills
Customer Service, Employee Relations, Training, Human Resources, Management, Store Management, Retail, Inventory Control, Time Management, Customer Satisfaction, Banking, Operations Management, Hiring, Employee Training, Sales, Strategic Planning, Team Building
Education
Cornell University 2008 — 2008
Certificate, HR Management
Baruch College, City University of New York (CUNY) 1979 — 1982
M.B.A., Management
University at Buffalo 1975 — 1979
B.A., Communication
TJ Maxx April 2003 - Present
Gymboree 1991 - 2004
Bankers Trust 1984 - 1989
Irving Trust Company 1982 - 1984
Skills
Customer Service, Employee Relations, Training, Human Resources, Management, Store Management, Retail, Inventory Control, Time Management, Customer Satisfaction, Banking, Operations Management, Hiring, Employee Training, Sales, Strategic Planning, Team Building
Education
Cornell University 2008 — 2008
Certificate, HR Management
Baruch College, City University of New York (CUNY) 1979 — 1982
M.B.A., Management
University at Buffalo 1975 — 1979
B.A., Communication
Alexander Noskov's Bankers Trust Experience 1998 - 2000
Job Owner at AJN Risk and Compliance
Industry Financial Services
Experience
AJN Risk and Compliance January 2014 - Present
China Construction Bank January 2012 - January 2014
AJN Risk and Compliance March 2011 - March 2012
FBN / ABN AMRO October 2009 - March 2011
LBBW January 2008 - October 2009
Deutsche Bank August 2005 - September 2007
Pershing June 2004 - August 2005
KCG Holdings, Inc. January 2000 - June 2004
Bankers Trust 1998 - 2000
Skills
AML, KYC, CDD, EDD, OFAC, Sanctions, Due Diligence, Banking, BSA, Compliance, USA PATRIOT Act, FFIEC, Securities, Capital Markets, Financial Risk, Equities, Fixed Income, Financial Services, Series 24, Derivatives, Hedge Funds, Series 4, Series 7, Operational Risk..., Financial Markets, FINRA, Operational Risk, FX, FX trading, Risk Assessment, Risk Management, Enterprise Risk..., Correspondent Banking, Wholesale Banking, Currency Clearing, Trade Finance, Anti Money Laundering
Education
City University of New York-Baruch College 1993 — 1997
BBA, Finance and Investments
Kiev State Economics University 1988 — 1992
Bachelor of Business Administration (BBA), FEF
AJN Risk and Compliance January 2014 - Present
China Construction Bank January 2012 - January 2014
AJN Risk and Compliance March 2011 - March 2012
FBN / ABN AMRO October 2009 - March 2011
LBBW January 2008 - October 2009
Deutsche Bank August 2005 - September 2007
Pershing June 2004 - August 2005
KCG Holdings, Inc. January 2000 - June 2004
Bankers Trust 1998 - 2000
Skills
AML, KYC, CDD, EDD, OFAC, Sanctions, Due Diligence, Banking, BSA, Compliance, USA PATRIOT Act, FFIEC, Securities, Capital Markets, Financial Risk, Equities, Fixed Income, Financial Services, Series 24, Derivatives, Hedge Funds, Series 4, Series 7, Operational Risk..., Financial Markets, FINRA, Operational Risk, FX, FX trading, Risk Assessment, Risk Management, Enterprise Risk..., Correspondent Banking, Wholesale Banking, Currency Clearing, Trade Finance, Anti Money Laundering
Education
City University of New York-Baruch College 1993 — 1997
BBA, Finance and Investments
Kiev State Economics University 1988 — 1992
Bachelor of Business Administration (BBA), FEF
glen lewy's Bankers Trust Experience 1996 - 1999
Job senior managing director at Hudson Ventures
Industry Venture Capital & Private Equity
Experience
Hudson Ventures 2000 - Present
Bankers Trust 1996 - 1999
Wolfensohn & Co. 1986 - 1996
Education
University of Chicago Law School 1971 — 1974
JD
Amherst College 1967 — 1971
ba
Hudson Ventures 2000 - Present
Bankers Trust 1996 - 1999
Wolfensohn & Co. 1986 - 1996
Education
University of Chicago Law School 1971 — 1974
JD
Amherst College 1967 — 1971
ba
Robert Tinari's Bankers Trust Experience 1977 - 2001
Job Managing Director at Societe Generale
Industry Banking
Experience
Societe Generale 2001 - Present
Bankers Trust 1977 - 2001
US Army 1969 - 1972
Skills
Investment Banking, Fixed Income, Derivatives, Capital Markets, Structured Products, Structured Finance, Credit Risk, Debt Restructuring, Project Finance, Credit Derivatives
Education
Baruch College, City University of New York (CUNY) 1974 — 1976
Master of Business Administration (M.B.A.), Finance and Investments
Fordham University 1965 — 1969
Bachelor of Arts (B.A.), Economics
Societe Generale 2001 - Present
Bankers Trust 1977 - 2001
US Army 1969 - 1972
Skills
Investment Banking, Fixed Income, Derivatives, Capital Markets, Structured Products, Structured Finance, Credit Risk, Debt Restructuring, Project Finance, Credit Derivatives
Education
Baruch College, City University of New York (CUNY) 1974 — 1976
Master of Business Administration (M.B.A.), Finance and Investments
Fordham University 1965 — 1969
Bachelor of Arts (B.A.), Economics
Angie Stolte's Bankers Trust Experience March 2008 - March 2014
Job Electronic Banking Specialist at Bankers Trust
Industry Financial Services
Experience
Vision Bank Iowa March 2014 - Present
Bankers Trust March 2008 - March 2014
Skills
Banking
Education
AIB College of Business 2006 — 2009
Bachelor's degree, Business Administration
Vision Bank Iowa March 2014 - Present
Bankers Trust March 2008 - March 2014
Skills
Banking
Education
AIB College of Business 2006 — 2009
Bachelor's degree, Business Administration
Harriott Debra's Bankers Trust Experience June 1980 - August 1984
Job property preservation specialist at ServiceLink LoanCare Servicing
Industry Financial Services
Experience
LoanCare, A ServiceLink Company 2012 - Present
ServiceLink LoanCare Servicing April 2011 - Present
ServiceLink LoanCare Servicing April 2011 - Present
HSBC Global Banking and Markets May 1986 - November 2007
BANKERS TRUST June 1980 - August 1984
Skills
Finance, Foreclosures, Portfolio Management, Management, Banking
Education
Seton Hall University 1980 — 1980
Business/Commerce, General
Baruch College, City University of New York (CUNY) 1975 — 1976
Accounting and Business/Management
LoanCare, A ServiceLink Company 2012 - Present
ServiceLink LoanCare Servicing April 2011 - Present
ServiceLink LoanCare Servicing April 2011 - Present
HSBC Global Banking and Markets May 1986 - November 2007
BANKERS TRUST June 1980 - August 1984
Skills
Finance, Foreclosures, Portfolio Management, Management, Banking
Education
Seton Hall University 1980 — 1980
Business/Commerce, General
Baruch College, City University of New York (CUNY) 1975 — 1976
Accounting and Business/Management
Stefanie O'Keefe's Bankers Trust Experience 1976 - 1976
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley 1976 - 1980
Kidder Peabody April 1972 - March 1976
Bankers Trust 1976 - 1976
Education
Baruch College 1973 — 1977
Accounting and Finance
University of Illinois at Chicago 1968 — 1970
Bachelor's degree, English
Hofstra University 1966 — 1968
Morgan Stanley 1976 - 1980
Kidder Peabody April 1972 - March 1976
Bankers Trust 1976 - 1976
Education
Baruch College 1973 — 1977
Accounting and Finance
University of Illinois at Chicago 1968 — 1970
Bachelor's degree, English
Hofstra University 1966 — 1968
Brian Block's Bankers Trust Experience June 1990 - October 1994
Job CardWorks Acquiring
Industry Financial Services
Experience
CardWorks Acquiring - Merchant Services October 2014 - Present
Guardian Life September 2006 - November 2013
AXA Financial September 2000 - July 2006
New York Board of Trade September 1998 - June 2000
Caisse des Depots et Consignations April 1997 - September 1998
JPMorgan Chase October 1994 - April 1997
Bankers Trust June 1990 - October 1994
New York Life Insurance Company July 1985 - June 1990
Skills
Financial Analysis, Forecasting, IT Financial Management, Analysis, Variance Analysis, Financial Reporting, Finance, Accounting, Management, Financial Services, Auditing, Strategic Planning, Process Improvement, Budgets, Vendor Management, Budget Consoldiations, Cost Reductions, Expense Allocations, Consolidated Reporting, Hyperion Enterprise, Expenses, Acquisition Integration, Budget Process, Relationship Management, Business Planning, Merchant Services, Risk Management, Strategic Business..., Essbase, Merger Integration, Corporate FP&A, Presentations, Staff Management, Employee Training, Disaster Recovery, EMT, FEMA
Education
Adelphi University 1986 — 1988
Master of Business Administration (MBA), Banking and Financial Markets
St. John's University 1981 — 1985
Bachelor of Science (BS), Finance
New York University 1998 — 2000
Certificate, Financial Analysis
CardWorks Acquiring - Merchant Services October 2014 - Present
Guardian Life September 2006 - November 2013
AXA Financial September 2000 - July 2006
New York Board of Trade September 1998 - June 2000
Caisse des Depots et Consignations April 1997 - September 1998
JPMorgan Chase October 1994 - April 1997
Bankers Trust June 1990 - October 1994
New York Life Insurance Company July 1985 - June 1990
Skills
Financial Analysis, Forecasting, IT Financial Management, Analysis, Variance Analysis, Financial Reporting, Finance, Accounting, Management, Financial Services, Auditing, Strategic Planning, Process Improvement, Budgets, Vendor Management, Budget Consoldiations, Cost Reductions, Expense Allocations, Consolidated Reporting, Hyperion Enterprise, Expenses, Acquisition Integration, Budget Process, Relationship Management, Business Planning, Merchant Services, Risk Management, Strategic Business..., Essbase, Merger Integration, Corporate FP&A, Presentations, Staff Management, Employee Training, Disaster Recovery, EMT, FEMA
Education
Adelphi University 1986 — 1988
Master of Business Administration (MBA), Banking and Financial Markets
St. John's University 1981 — 1985
Bachelor of Science (BS), Finance
New York University 1998 — 2000
Certificate, Financial Analysis
Hiroshi Utsumi's Bankers Trust Experience June 1998 - June 1999
Job JPY Rates Trader at III / AVM
Industry Investment Management
Experience
III / AVM September 2004 - Present
Deutsche Bank July 1999 - August 2004
Bankers Trust June 1998 - June 1999
Skills
Japanese Fixed Income...
Education
Shinshu University 1984 — 1988
Bachelor of Economics
III / AVM September 2004 - Present
Deutsche Bank July 1999 - August 2004
Bankers Trust June 1998 - June 1999
Skills
Japanese Fixed Income...
Education
Shinshu University 1984 — 1988
Bachelor of Economics
Sophia Chelli Herman's Bankers Trust Experience July 1994 - July 1996
Job Self employed
Industry Banking
Experience
Self Employed August 2002 - Present
ECOLE FRANCAISE DE LONDRES JACQUES PREVERT LTD June 2010 - June 2014
J.P. Morgan August 2000 - June 2002
J.P. Morgan July 1996 - August 2000
Bankers Trust July 1994 - July 1996
NatWest January 1993 - June 1994
BNP Paribas September 1990 - December 1992
BNP Paribas September 1989 - September 1991
Education
Ensae ParisTech 1987 — 1989
Engineer's Degree, Economics and Statistics
Ecole polytechnique 1985 — 1987
Engineer's degree, Mathematics and Statistics
Lycee Hoche 1982 — 1985
High School
Self Employed August 2002 - Present
ECOLE FRANCAISE DE LONDRES JACQUES PREVERT LTD June 2010 - June 2014
J.P. Morgan August 2000 - June 2002
J.P. Morgan July 1996 - August 2000
Bankers Trust July 1994 - July 1996
NatWest January 1993 - June 1994
BNP Paribas September 1990 - December 1992
BNP Paribas September 1989 - September 1991
Education
Ensae ParisTech 1987 — 1989
Engineer's Degree, Economics and Statistics
Ecole polytechnique 1985 — 1987
Engineer's degree, Mathematics and Statistics
Lycee Hoche 1982 — 1985
High School
Dave Rogoff's Bankers Trust Experience 1980 - 1994
Job Lead IT Audit Manager at American Stock Transfer; Trust Company, LLC (US and Canada)
Industry Financial Services
Experience
American Stock Transfer & Trust Company, LLC April 2015 - Present
Robert Half Management Resources July 2005 - March 2015
Experis 2011 - 2012
American Express Tax and Business Services 2004 - 2005
CIBC World Markets 1996 - 2004
Salomon Brothers April 1994 - April 1996
Bankers Trust 1980 - 1994
Skills
Project Management, Microsoft Office, Customer Service, Process Improvement, Microsoft Excel, ITAudit, Strategic Planning, Microsoft Word, Public Speaking, PowerPoint, Research, Management, SOX 404, CAATS, Continuous Monitoring, Financial Risk, Sarbanes-Oxley Act, Auditing
Education
Baruch College, City University of New York (CUNY) 1980 — 1985
Master’s Degree, Computer Science, B+
Baruch College, City University of New York (CUNY) 1974 — 1979
Bachelor’s Degree, Accounting, B
American Stock Transfer & Trust Company, LLC April 2015 - Present
Robert Half Management Resources July 2005 - March 2015
Experis 2011 - 2012
American Express Tax and Business Services 2004 - 2005
CIBC World Markets 1996 - 2004
Salomon Brothers April 1994 - April 1996
Bankers Trust 1980 - 1994
Skills
Project Management, Microsoft Office, Customer Service, Process Improvement, Microsoft Excel, ITAudit, Strategic Planning, Microsoft Word, Public Speaking, PowerPoint, Research, Management, SOX 404, CAATS, Continuous Monitoring, Financial Risk, Sarbanes-Oxley Act, Auditing
Education
Baruch College, City University of New York (CUNY) 1980 — 1985
Master’s Degree, Computer Science, B+
Baruch College, City University of New York (CUNY) 1974 — 1979
Bachelor’s Degree, Accounting, B
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation