Bankers Trust Company
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 Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bankers Trust Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Bankers Trust Company Employees
Employee
Years
Job
Industry
Anne McKibben Anne McKibben's Bankers Trust Company Experience August 2002 - January 2011
Job VP Commercial Lending, Market Leader at Union State Bank
Industry Financial Services
Experience
Union State Bank October 2014 - Present
Greater Iowa Credit Union July 2013 - May 2014
Liberty Bank June 2011 - July 2013
Bankers Trust Company August 2002 - January 2011
Principal Financial Group May 1998 - July 2002
Brenton Bank 1997 - 1998
Skills
Loans, Portfolio Management, Small Business Lending, Commercial Lending, Underwriting, Real Estate, Insurance, Credit, Leadership, Credit Analysis, Negotiation, Relationship Management, Cash Management, Management, Commercial Banking, Risk Management, Private Banking, Mortgage Lending, Consumer Lending, Commercial Mortgages, Loan Origination, Banking, Retail Banking, Cross Selling, Small Business, Lines Of Credit, Mortgage Banking, Refinance, Sales, Analysis, Finance, SBA, CRM, Commercial Real Estate, Credit Risk, Financial Analysis, Business Development
Education
Buena Vista University 1989 — 1996
Finance
Marshalltown Senior High School
Union State Bank October 2014 - Present
Greater Iowa Credit Union July 2013 - May 2014
Liberty Bank June 2011 - July 2013
Bankers Trust Company August 2002 - January 2011
Principal Financial Group May 1998 - July 2002
Brenton Bank 1997 - 1998
Skills
Loans, Portfolio Management, Small Business Lending, Commercial Lending, Underwriting, Real Estate, Insurance, Credit, Leadership, Credit Analysis, Negotiation, Relationship Management, Cash Management, Management, Commercial Banking, Risk Management, Private Banking, Mortgage Lending, Consumer Lending, Commercial Mortgages, Loan Origination, Banking, Retail Banking, Cross Selling, Small Business, Lines Of Credit, Mortgage Banking, Refinance, Sales, Analysis, Finance, SBA, CRM, Commercial Real Estate, Credit Risk, Financial Analysis, Business Development
Education
Buena Vista University 1989 — 1996
Finance
Marshalltown Senior High School
Mia Banks Mia Banks's Bankers Trust Company Experience 1987 - 1989
Job Realtor at Coldwell Banker Northern California
Industry Real Estate
Experience
Coldwell Banker Northern California July 2011 - Present
Accenture 1993 - 1995
CSC Index 1992 - 1993
The Boston Consulting Group 1989 - 1990
Bankers Trust Company 1987 - 1989
Skills
Real Estate, Investment Properties, Relocation, Sellers, Residential Homes, First Time Home Buyers, Negotiation, Investments, Selling, Real Estate Development, Leases, Valuation, Due Diligence, Townhomes, Contract Negotiation, Asset Managment, Real Estate Transactions, Brokerage, Luxury, Market Analysis, Listings, New Home Sales, Investors, Short Sales, Entrepreneurship, Condos, REO, Sales
Education
UCLA Anderson School of Management 1989 — 1992
MBA, Business
Brown University 1983 — 1987
Bachelor of Arts, Biology
Westlake 1976 — 1983
Coldwell Banker Northern California July 2011 - Present
Accenture 1993 - 1995
CSC Index 1992 - 1993
The Boston Consulting Group 1989 - 1990
Bankers Trust Company 1987 - 1989
Skills
Real Estate, Investment Properties, Relocation, Sellers, Residential Homes, First Time Home Buyers, Negotiation, Investments, Selling, Real Estate Development, Leases, Valuation, Due Diligence, Townhomes, Contract Negotiation, Asset Managment, Real Estate Transactions, Brokerage, Luxury, Market Analysis, Listings, New Home Sales, Investors, Short Sales, Entrepreneurship, Condos, REO, Sales
Education
UCLA Anderson School of Management 1989 — 1992
MBA, Business
Brown University 1983 — 1987
Bachelor of Arts, Biology
Westlake 1976 — 1983
Ben Carpenter Ben Carpenter's Bankers Trust Company Experience March 1983 - April 1986
Job Author of the new book, THE BIGS (excerpts and videos at www.thebigswebsite.com)
Industry Financial Services
Experience
CRT Capital Group July 2009 - Present
Author 2014 - 2015
Greenwich Capital and RBS Greenwich Capital March 2000 - March 2007
Greenwich Capital April 1987 - February 2000
Morgan Stanley April 1986 - April 1987
Bankers Trust Company March 1983 - April 1986
Bankers Trust Company September 1980 - March 1983
Education
Bowdoin College 1976 — 1980
B.A. Government, Government
The Hotchkiss School 1974 — 1976
CRT Capital Group July 2009 - Present
Author 2014 - 2015
Greenwich Capital and RBS Greenwich Capital March 2000 - March 2007
Greenwich Capital April 1987 - February 2000
Morgan Stanley April 1986 - April 1987
Bankers Trust Company March 1983 - April 1986
Bankers Trust Company September 1980 - March 1983
Education
Bowdoin College 1976 — 1980
B.A. Government, Government
The Hotchkiss School 1974 — 1976
Gratia Pelliciotti Gratia Pelliciotti's Bankers Trust Company Experience April 1985 - June 1987
Job Executive Assistant at McLean Hospital
Industry Executive Office
Experience
McLean Hospital (Partners HealthCare) November 2013 - Present
Keller Williams Realty, Inc. September 2010 - June 2013
Rutgers Business School January 2011 - May 2011
Weichert, Realtors July 2007 - September 2010
Multiple Non-Profits January 2002 - July 2009
Enhance Reinsurance September 1992 - February 2000
M.R. Beal & Co. June 1990 - August 1991
Donaldson, Lufkin & Jenrette June 1987 - June 1990
Bankers Trust Company April 1985 - June 1987
Warner Bros. Entertainment Group of Companies February 1984 - March 1985
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Windows, Customer Service, English, Research, Teaching, Public Speaking, Strategic Planning, Budgets, Leadership, Time Management, Management
Education
London School of Economics and Political Science 1981 — 1982
MSc(Econ), Economics & Political Science
Barnard College 1977 — 1980
Bachelor's degree, Political Science and Government, 3.75 GPA - magna cum laude
Fordham University 1976 — 1977
transferred to Barnard after freshman year, A
Upper Merion High School 1972 — 1976
HS diploma
McLean Hospital (Partners HealthCare) November 2013 - Present
Keller Williams Realty, Inc. September 2010 - June 2013
Rutgers Business School January 2011 - May 2011
Weichert, Realtors July 2007 - September 2010
Multiple Non-Profits January 2002 - July 2009
Enhance Reinsurance September 1992 - February 2000
M.R. Beal & Co. June 1990 - August 1991
Donaldson, Lufkin & Jenrette June 1987 - June 1990
Bankers Trust Company April 1985 - June 1987
Warner Bros. Entertainment Group of Companies February 1984 - March 1985
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Windows, Customer Service, English, Research, Teaching, Public Speaking, Strategic Planning, Budgets, Leadership, Time Management, Management
Education
London School of Economics and Political Science 1981 — 1982
MSc(Econ), Economics & Political Science
Barnard College 1977 — 1980
Bachelor's degree, Political Science and Government, 3.75 GPA - magna cum laude
Fordham University 1976 — 1977
transferred to Barnard after freshman year, A
Upper Merion High School 1972 — 1976
HS diploma
Amy Brusiloff Amy Brusiloff's Bankers Trust Company Experience 1990 - 1999
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America January 2009 - Present
Merrill Lynch Community Development Company April 2006 - January 2009
Freddie Mac February 1999 - April 2006
Bankers Trust Company 1990 - 1999
NYC Department of Housing Preservation and Development 1988 - 1990
MBD Community Housing Corp. 1986 - 1988
Skills
Community Development..., Multifamily Real Estate..., Energy Efficiency..., Energy Efficiency, Community Development, Affordable Housing, Non-profits, Real Estate Development, Nonprofits, Economic Development, Finance, Small Business, Philanthropy, Loans, Real Estate Economics, Underwriting, Real Estate Financing, Asset Management, Commercial Lending, Credit, Credit Analysis, Portfolio Management, Loan Origination, Commercial Mortgages, Financial Structuring, Corporate Social...
Education
Brandeis University
Bank of America January 2009 - Present
Merrill Lynch Community Development Company April 2006 - January 2009
Freddie Mac February 1999 - April 2006
Bankers Trust Company 1990 - 1999
NYC Department of Housing Preservation and Development 1988 - 1990
MBD Community Housing Corp. 1986 - 1988
Skills
Community Development..., Multifamily Real Estate..., Energy Efficiency..., Energy Efficiency, Community Development, Affordable Housing, Non-profits, Real Estate Development, Nonprofits, Economic Development, Finance, Small Business, Philanthropy, Loans, Real Estate Economics, Underwriting, Real Estate Financing, Asset Management, Commercial Lending, Credit, Credit Analysis, Portfolio Management, Loan Origination, Commercial Mortgages, Financial Structuring, Corporate Social...
Education
Brandeis University
W Dustin Goldstein W Dustin Goldstein's Bankers Trust Company Experience June 1995 - May 1997
Job SVP National Sales Manager, Corporate North & Specialized Industries, Global Treasury Management at U.S. Bank
Industry Banking
Experience
U.S. Bank November 2014 - Present
RBS Citizens May 2010 - August 2014
Fifth Third Bank July 2007 - May 2010
ABN AMRO Bank September 2004 - July 2007
ABN AMRO Bank - Madrid, Spain December 2002 - September 2004
HSBC Bank plc - Madrid August 1999 - December 2002
HSBC Bank USA, New York May 1997 - August 1999
Bankers Trust Company June 1995 - May 1997
Skills
Transaction Banking, Liquidity Management, Corporate Trust, Cash Management, Treasury Management, Trade Finance, Banking, Working Capital..., Commercial Banking, Payments, ACH, Treasury Services, Cross-functional Team..., Supply Chain Finance, Sales Management, Supply Chain, Relationship Management, Electronic Payments, Management, Credit Risk, Credit Cards, SWIFT payments, International Banking..., Risk Management
Education
Bryant University 1991 — 1995
BS, Finance
U.S. Bank November 2014 - Present
RBS Citizens May 2010 - August 2014
Fifth Third Bank July 2007 - May 2010
ABN AMRO Bank September 2004 - July 2007
ABN AMRO Bank - Madrid, Spain December 2002 - September 2004
HSBC Bank plc - Madrid August 1999 - December 2002
HSBC Bank USA, New York May 1997 - August 1999
Bankers Trust Company June 1995 - May 1997
Skills
Transaction Banking, Liquidity Management, Corporate Trust, Cash Management, Treasury Management, Trade Finance, Banking, Working Capital..., Commercial Banking, Payments, ACH, Treasury Services, Cross-functional Team..., Supply Chain Finance, Sales Management, Supply Chain, Relationship Management, Electronic Payments, Management, Credit Risk, Credit Cards, SWIFT payments, International Banking..., Risk Management
Education
Bryant University 1991 — 1995
BS, Finance
Robert Isaacson Robert Isaacson's Bankers Trust Company Experience January 1983 - September 1985
Job Business Cost Recovery and Expense Reduction Services
Industry Financial Services
Experience
Viking Consulting Services Group, LLC 2013 - Present
JP Morgan Securities 2008 - 2013
Bear Stearns Securities Corp January 2006 - March 2008
Goldman Sachs August 1999 - January 2006
Lutheran Brotherhood February 1998 - August 1999
Goldman Sachs June 1991 - February 1998
Chase Manhattan Bank, NA September 1985 - June 1991
Bankers Trust Company January 1983 - September 1985
Chase Manhattan Bank, NA July 1977 - January 1983
Skills
Program Management, CRM, Management, Product Development, Project Management, Marketing, Leadership, Consulting, Employee Benefits, Training, Auditing, Analysis, Sales, Analytics, Insurance, Private Equity, Alternative Investments, Social Media, Budgets, Business Process..., Strategy, Strategic Planning, Integration
Education
Adelphi University
Master of Business Administration (M.B.A.), Corporate Finance
Gettysburg College 1971 — 1975
Bachelor of Arts (B.A.), Biology, General
Viking Consulting Services Group, LLC 2013 - Present
JP Morgan Securities 2008 - 2013
Bear Stearns Securities Corp January 2006 - March 2008
Goldman Sachs August 1999 - January 2006
Lutheran Brotherhood February 1998 - August 1999
Goldman Sachs June 1991 - February 1998
Chase Manhattan Bank, NA September 1985 - June 1991
Bankers Trust Company January 1983 - September 1985
Chase Manhattan Bank, NA July 1977 - January 1983
Skills
Program Management, CRM, Management, Product Development, Project Management, Marketing, Leadership, Consulting, Employee Benefits, Training, Auditing, Analysis, Sales, Analytics, Insurance, Private Equity, Alternative Investments, Social Media, Budgets, Business Process..., Strategy, Strategic Planning, Integration
Education
Adelphi University
Master of Business Administration (M.B.A.), Corporate Finance
Gettysburg College 1971 — 1975
Bachelor of Arts (B.A.), Biology, General
Tony Martino Tony Martino's Bankers Trust Company Experience November 1997 - June 1998
Job Credit Risk Management & Advisory
Industry Financial Services
Experience
Goldman Sachs & Co Inc. April 2014 - Present
Goldman Sachs Asset Management June 1998 - April 2014
Bankers Trust Company November 1997 - June 1998
Sanford C. Bernstein December 1995 - October 1997
Skills
Mutual Funds, Portfolio Management, Structured Finance, Fixed Income, Alternative Investments, Equities, Bloomberg, Capital Markets, Asset Management, Derivatives, Valuation, Investments, Bonds, Financial Modeling, Investment Management
Education
NYU Stern School of Business 2000 — 2003
Master of Business Administration (MBA), Finance and Economics
Brown University 1991 — 1995
Bachelor's degree, Business Economics and Organizational Behavior and Management
Goldman Sachs & Co Inc. April 2014 - Present
Goldman Sachs Asset Management June 1998 - April 2014
Bankers Trust Company November 1997 - June 1998
Sanford C. Bernstein December 1995 - October 1997
Skills
Mutual Funds, Portfolio Management, Structured Finance, Fixed Income, Alternative Investments, Equities, Bloomberg, Capital Markets, Asset Management, Derivatives, Valuation, Investments, Bonds, Financial Modeling, Investment Management
Education
NYU Stern School of Business 2000 — 2003
Master of Business Administration (MBA), Finance and Economics
Brown University 1991 — 1995
Bachelor's degree, Business Economics and Organizational Behavior and Management
Craig Christensen Craig Christensen's Bankers Trust Company Experience June 1985 - June 1987
Job Practice Leader, Sales Performance Practice at FranklinCovey
Industry Management Consulting
Experience
FranklinCovey April 2013 - Present
Ninety Five 5 2007 - March 2013
Spencer Johnson Partners 2004 - 2006
Sales Performance Group, FranklinCovey 2001 - 2003
Franklin Covey 1997 - 1999
FranklinCovey 1995 - 1997
Trammell Crow Company July 1989 - March 1991
Bankers Trust Company June 1985 - June 1987
Skills
Sales, Sales Management, Team Leadership, Leadership Development, Executive Facilitation, Training Delivery, Leading Change, Leadership, Business Development, Strategy, Executive Coaching, Facilitators, Management, Coaching, Selling Skills, Training, Selling, Strategic Planning, Project Management, Organizational..., Workshop Facilitation, Management Consulting, Facilitation, Business Coaching, Salesforce.com
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA)
Brigham Young University 1977 — 1985
BA, English
FranklinCovey April 2013 - Present
Ninety Five 5 2007 - March 2013
Spencer Johnson Partners 2004 - 2006
Sales Performance Group, FranklinCovey 2001 - 2003
Franklin Covey 1997 - 1999
FranklinCovey 1995 - 1997
Trammell Crow Company July 1989 - March 1991
Bankers Trust Company June 1985 - June 1987
Skills
Sales, Sales Management, Team Leadership, Leadership Development, Executive Facilitation, Training Delivery, Leading Change, Leadership, Business Development, Strategy, Executive Coaching, Facilitators, Management, Coaching, Selling Skills, Training, Selling, Strategic Planning, Project Management, Organizational..., Workshop Facilitation, Management Consulting, Facilitation, Business Coaching, Salesforce.com
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA)
Brigham Young University 1977 — 1985
BA, English
Beth Keegan Adamson's Bankers Trust Company Experience 1986 - 1996
Job HR Consultant at Lanirock Consulting
Industry Human Resources
Experience
Lanirock Consulting LLC October 2013 - Present
Rothschild Inc. August 1999 - October 2013
Credit Suisse First Boston April 1996 - August 1999
Bankers Trust Company 1986 - 1996
Skills
Talent Management, Emerging Markets, Succession Planning, Performance Management, Organizational Design, Corporate Development, Talent Acquisition, Business Strategy, Human Resources, Employee Engagement, Management, Mergers & Acquisitions, Personnel Management, HR Policies, Executive Search, HR Consulting, Deferred Compensation, Recruiting, Executive Coaching, Executive Management, Organizational..., Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2001
Baruch College, City University of New York (CUNY)
ICoach Certificate in Executive Coaching
Fordham University
Bachelor of Arts (BA)
Lanirock Consulting LLC October 2013 - Present
Rothschild Inc. August 1999 - October 2013
Credit Suisse First Boston April 1996 - August 1999
Bankers Trust Company 1986 - 1996
Skills
Talent Management, Emerging Markets, Succession Planning, Performance Management, Organizational Design, Corporate Development, Talent Acquisition, Business Strategy, Human Resources, Employee Engagement, Management, Mergers & Acquisitions, Personnel Management, HR Policies, Executive Search, HR Consulting, Deferred Compensation, Recruiting, Executive Coaching, Executive Management, Organizational..., Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2001
Baruch College, City University of New York (CUNY)
ICoach Certificate in Executive Coaching
Fordham University
Bachelor of Arts (BA)
Jason Gwin Jason Gwin's Bankers Trust Company Experience October 1995 - July 1999
Job Senior Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank March 2011 - Present
Comerica Bank July 2007 - March 2011
Wells Fargo Bank July 1999 - July 2007
Bankers Trust Company October 1995 - July 1999
Sumitomo Trust and Banking Company October 1994 - October 1995
Western Federal Savings and Loan October 1993 - October 1994
Skills
Leadership, Commercial Lending, Asset Based Lending, Commercial Banking, Credit Analysis, Middle Market, Credit, Loans, Account Management, Banking, Commercial Mortgages, Mergers & Acquisitions, Small Business Lending, Risk Management, Treasury Management, Finance, Financial Analysis
Education
University of Southern California - Marshall School of Business 1996 — 1999
MBA, Finance
California State University-Long Beach - College of Business Administration 1988 — 1993
BS, Finance
Wells Fargo Bank March 2011 - Present
Comerica Bank July 2007 - March 2011
Wells Fargo Bank July 1999 - July 2007
Bankers Trust Company October 1995 - July 1999
Sumitomo Trust and Banking Company October 1994 - October 1995
Western Federal Savings and Loan October 1993 - October 1994
Skills
Leadership, Commercial Lending, Asset Based Lending, Commercial Banking, Credit Analysis, Middle Market, Credit, Loans, Account Management, Banking, Commercial Mortgages, Mergers & Acquisitions, Small Business Lending, Risk Management, Treasury Management, Finance, Financial Analysis
Education
University of Southern California - Marshall School of Business 1996 — 1999
MBA, Finance
California State University-Long Beach - College of Business Administration 1988 — 1993
BS, Finance
Steve Gross's Bankers Trust Company Experience 1986 - 1997
Job Senior Director, Endowment Management at The Jewish Federations of North America
Industry Nonprofit Organization Management
Experience
The Jewish Federations of North America July 2011 - Present
Save the Children 2009 - July 2011
Pinetum Partners LLC 2004 - 2009
National Association of Counties 2003 - 2005
The Bank of New York 2002 - 2002
Prudential Financial 1999 - 2002
Mavricc Management Systems, Inc 1997 - 1999
Bankers Trust Company 1986 - 1997
EF Hutton & Company 1980 - 1986
Dean Witter Reynolds 1978 - 1980
Skills
Non-profits, Business Development, Philanthropy, Financial Services, Finance, Fundraising, Hedge Funds, Event Planning, Securities, Community Outreach, Planned Giving, Marketing Strategy, Budgets, Investments, Nonprofits, Strategic Planning, Government, Proposal Writing, Investment Banking, Strategic Partnerships, Program Management, Board Development, Grants, Leadership, Strategy
Education
Columbia University - Columbia Business School 2010 — 2011
INM 2011, Institute for Not-for-Profit Management
Adelphi University 1980 — 1982
MBA, Finance
Binghamton University 1974 — 1978
BA, Psychology
The Jewish Federations of North America July 2011 - Present
Save the Children 2009 - July 2011
Pinetum Partners LLC 2004 - 2009
National Association of Counties 2003 - 2005
The Bank of New York 2002 - 2002
Prudential Financial 1999 - 2002
Mavricc Management Systems, Inc 1997 - 1999
Bankers Trust Company 1986 - 1997
EF Hutton & Company 1980 - 1986
Dean Witter Reynolds 1978 - 1980
Skills
Non-profits, Business Development, Philanthropy, Financial Services, Finance, Fundraising, Hedge Funds, Event Planning, Securities, Community Outreach, Planned Giving, Marketing Strategy, Budgets, Investments, Nonprofits, Strategic Planning, Government, Proposal Writing, Investment Banking, Strategic Partnerships, Program Management, Board Development, Grants, Leadership, Strategy
Education
Columbia University - Columbia Business School 2010 — 2011
INM 2011, Institute for Not-for-Profit Management
Adelphi University 1980 — 1982
MBA, Finance
Binghamton University 1974 — 1978
BA, Psychology
Barry L. Weinstein Barry L. Weinstein's Bankers Trust Company Experience 1982 - 1991
Job Project Manager at Expressive Lighting
Industry Real Estate
Experience
Expressive Lighting April 2013 - Present
Aura Electric February 2011 - March 2013
Privately Owned Properties 2009 - 2012
NY Electrical Supply & Lighting 2006 - 2008
Pearl Carpet & Flooring 2001 - 2005
Brilliant Lighting Fixture Corp. 1992 - 2001
Bankers Trust Company 1982 - 1991
Skills
Property Management, Customer Relations, Renovation, Negotiation, Hands-on Problem Solver, Timely Decision Making, Organized Multi-tasker, Team Building, Microsoft Office, Public Speaking, Organization, Entrepreneurship, Teaching, Writing, Editing, Customer Service, Sales, Marketing Communications, Event Planning, Budgets, Software Documentation, Social Networking, Retail, Social Media Marketing, Small Business, Marketing, Analysis, Purchasing, Time Management, Real Estate, Project Planning, Leadership Development, Contract Negotiation, Finance, Marketing Strategy, Management, Leadership, Sales Management, Business Strategy, Market Research, Pricing, Financial Analysis, Social Media, Project Management, Training, Start-ups
Education
Adelphi University 1981 — 1983
MBA, Finance
City University of New York-Brooklyn College 1977 — 1980
BA, Economics
Expressive Lighting April 2013 - Present
Aura Electric February 2011 - March 2013
Privately Owned Properties 2009 - 2012
NY Electrical Supply & Lighting 2006 - 2008
Pearl Carpet & Flooring 2001 - 2005
Brilliant Lighting Fixture Corp. 1992 - 2001
Bankers Trust Company 1982 - 1991
Skills
Property Management, Customer Relations, Renovation, Negotiation, Hands-on Problem Solver, Timely Decision Making, Organized Multi-tasker, Team Building, Microsoft Office, Public Speaking, Organization, Entrepreneurship, Teaching, Writing, Editing, Customer Service, Sales, Marketing Communications, Event Planning, Budgets, Software Documentation, Social Networking, Retail, Social Media Marketing, Small Business, Marketing, Analysis, Purchasing, Time Management, Real Estate, Project Planning, Leadership Development, Contract Negotiation, Finance, Marketing Strategy, Management, Leadership, Sales Management, Business Strategy, Market Research, Pricing, Financial Analysis, Social Media, Project Management, Training, Start-ups
Education
Adelphi University 1981 — 1983
MBA, Finance
City University of New York-Brooklyn College 1977 — 1980
BA, Economics
Douglas Lyons's Bankers Trust Company Experience June 1989 - July 1991
Job Managing Principal at Pearlmark Real Estate
Industry Real Estate
Experience
Pearlmark Real Estate Partners June 1996 - Present
Equity Institutional Investors June 1993 - May 1996
Bankers Trust Company June 1989 - July 1991
Skills
Disposition, Real Estate, Asset Managment, Real Estate Economics, Due Diligence, Investments, Real Estate Private..., Portfolio Management, Real Estate Development, Real Estate Transactions, CMBS, Real Estate Financing, Valuation, Mezzanine, Private Equity, Leases, Corporate Real Estate, Acquisitions, Deal Sourcing, Investment Properties, Asset Management, Commercial Real Estate, Capital Markets, Equities, Dispositions
Education
Harvard Business School 1991 — 1993
MBA
Amherst College 1982 — 1986
BA, History
Loomis Chaffee School 1979 — 1982
Pearlmark Real Estate Partners June 1996 - Present
Equity Institutional Investors June 1993 - May 1996
Bankers Trust Company June 1989 - July 1991
Skills
Disposition, Real Estate, Asset Managment, Real Estate Economics, Due Diligence, Investments, Real Estate Private..., Portfolio Management, Real Estate Development, Real Estate Transactions, CMBS, Real Estate Financing, Valuation, Mezzanine, Private Equity, Leases, Corporate Real Estate, Acquisitions, Deal Sourcing, Investment Properties, Asset Management, Commercial Real Estate, Capital Markets, Equities, Dispositions
Education
Harvard Business School 1991 — 1993
MBA
Amherst College 1982 — 1986
BA, History
Loomis Chaffee School 1979 — 1982
Erik Postnieks Erik Postnieks's Bankers Trust Company Experience June 1993 - December 1996
Job Erik Postnieks is Founder and CEO of Artificial Intelligence Quotient, LLC
Industry Investment Management
Experience
Artificial Intelligence Quotient, LLC June 2010 - Present
PCAN 2011 - 2014
Wooster Asset Management, LLC (Hedge Fund) June 2004 - June 2010
PCM (Multi-strategy Quantitative Hedge Fund) January 1997 - November 2003
Bankers Trust Company June 1993 - December 1996
Skills
Alternative Investments, Artificial Intelligence, Big Data, Crowdsourcing, Natural Language..., Angel Investing, Matlab, Series 65
Education
Singularity University 2010 — 2010
EP Graduate, Areas of Exponentially Growing Technology
The Tuck School of Business at Dartmouth 1991 — 1993
MBA, Finance
Cornell University 1985 — 1988
B.A., Economics
Carnegie Mellon University 1984 — 1985
Freshman Year, Information Systems
Artificial Intelligence Quotient, LLC June 2010 - Present
PCAN 2011 - 2014
Wooster Asset Management, LLC (Hedge Fund) June 2004 - June 2010
PCM (Multi-strategy Quantitative Hedge Fund) January 1997 - November 2003
Bankers Trust Company June 1993 - December 1996
Skills
Alternative Investments, Artificial Intelligence, Big Data, Crowdsourcing, Natural Language..., Angel Investing, Matlab, Series 65
Education
Singularity University 2010 — 2010
EP Graduate, Areas of Exponentially Growing Technology
The Tuck School of Business at Dartmouth 1991 — 1993
MBA, Finance
Cornell University 1985 — 1988
B.A., Economics
Carnegie Mellon University 1984 — 1985
Freshman Year, Information Systems
Steve Cousey Steve Cousey's Bankers Trust Company Experience March 1986 - December 1997
Job Experienced Benefits Professional
Industry Insurance
Experience
MetLife 1998 - Present
MetLife January 2004 - December 2006
Bankers Trust Company March 1986 - December 1997
Travelers Insurance 1973 - 1982
Skills
Employee Benefits, 401k, Retirement, Financial Services, Defined Contribution, Life Insurance, Fixed Annuities, Mutual Funds, Disability Insurance, Pensions, Retirement Planning, Defined Benefit, Series 6, Health Insurance, Series 63, Insurance, Series 7, Brokers, Marketing Strategy, Relationship Management, Underwriting, Investments, Group Insurance, Wealth Management, Securities, Financial Advisory, Investment Advisory, Voluntary Employee..., Life & Health Insurance..., Investment Strategies, Actuarial Science
Education
Amherst College 1968 — 1972
Bachelor of Arts (B.A.)
MetLife 1998 - Present
MetLife January 2004 - December 2006
Bankers Trust Company March 1986 - December 1997
Travelers Insurance 1973 - 1982
Skills
Employee Benefits, 401k, Retirement, Financial Services, Defined Contribution, Life Insurance, Fixed Annuities, Mutual Funds, Disability Insurance, Pensions, Retirement Planning, Defined Benefit, Series 6, Health Insurance, Series 63, Insurance, Series 7, Brokers, Marketing Strategy, Relationship Management, Underwriting, Investments, Group Insurance, Wealth Management, Securities, Financial Advisory, Investment Advisory, Voluntary Employee..., Life & Health Insurance..., Investment Strategies, Actuarial Science
Education
Amherst College 1968 — 1972
Bachelor of Arts (B.A.)
Kenneth Lynch Kenneth Lynch's Bankers Trust Company Experience 1988 - 1989
Job Senior Vice President at KeyBank
Industry Investment Management
Experience
KeyBank 2014 - Present
Caribbean Sustainability Initiatives LTD 2011 - 2014
Oppenheimer & Co. 1997 - 2011
Smith Barney & Co 1994 - 1997
Bankers Trust Company 1988 - 1989
E. F. Hutton & Co 1983 - 1988
Skills
Equities, Alternative Investments, Hedge Funds, Investments, Wealth Management, Asset Managment, Asset Allocation, Private Banking, Fixed Income, Private Equity, Management
Education
New York University - Leonard N. Stern School of Business 1985 — 1990
MBA, Finance
Bowdoin College 1981 — 1983
Bachelor of Science, Economics and Math
Assumption College 1979 — 1981
Math
KeyBank 2014 - Present
Caribbean Sustainability Initiatives LTD 2011 - 2014
Oppenheimer & Co. 1997 - 2011
Smith Barney & Co 1994 - 1997
Bankers Trust Company 1988 - 1989
E. F. Hutton & Co 1983 - 1988
Skills
Equities, Alternative Investments, Hedge Funds, Investments, Wealth Management, Asset Managment, Asset Allocation, Private Banking, Fixed Income, Private Equity, Management
Education
New York University - Leonard N. Stern School of Business 1985 — 1990
MBA, Finance
Bowdoin College 1981 — 1983
Bachelor of Science, Economics and Math
Assumption College 1979 — 1981
Math
Glenn Stevens Glenn Stevens's Bankers Trust Company Experience 1984 - 1990
Job CEO at GAIN Capital
Industry Financial Services
Experience
Gain Capital 2000 - Present
NatWest 1997 - 2000
Merrill Lynch 1990 - 1997
Bankers Trust Company 1984 - 1990
Skills
FX Options, FX trading, Electronic Trading, Trading, Trading Systems, Financial Markets, Foreign Exchange, Equities, Currency, Hedge Funds, Options, Commodity, Capital Markets, Proprietary Trading, Derivatives, Fixed Income, Trading Strategies, Technical Analysis, Series 7, Alternative Investments
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Bucknell University 1981 — 1985
BS, Finance
Gain Capital 2000 - Present
NatWest 1997 - 2000
Merrill Lynch 1990 - 1997
Bankers Trust Company 1984 - 1990
Skills
FX Options, FX trading, Electronic Trading, Trading, Trading Systems, Financial Markets, Foreign Exchange, Equities, Currency, Hedge Funds, Options, Commodity, Capital Markets, Proprietary Trading, Derivatives, Fixed Income, Trading Strategies, Technical Analysis, Series 7, Alternative Investments
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Bucknell University 1981 — 1985
BS, Finance
Wallace Smith Wallace Smith's Bankers Trust Company Experience July 1961 - October 1984
Job Project Manager at Grenadier Realty Corp
Industry Real Estate
Experience
Grenadier Realty Corp February 2008 - Present
The Microcomputer Learning /center July 1985 - December 1991
Bankers Trust Company July 1961 - October 1984
Home Box Office June 1978 - May 1983
Skills
Real Estate, Contract Negotiation, Customer Service, Strategic Planning, Project Management, Marketing, Management, Team Building, Microsoft Office, Risk Management, Business Development, Microsoft Excel, Leadership, New Business Development, Account Management
Education
Baruch College, City University of New York (CUNY) 1963 — 1974
BBA, Accounting and Finance
Grenadier Realty Corp February 2008 - Present
The Microcomputer Learning /center July 1985 - December 1991
Bankers Trust Company July 1961 - October 1984
Home Box Office June 1978 - May 1983
Skills
Real Estate, Contract Negotiation, Customer Service, Strategic Planning, Project Management, Marketing, Management, Team Building, Microsoft Office, Risk Management, Business Development, Microsoft Excel, Leadership, New Business Development, Account Management
Education
Baruch College, City University of New York (CUNY) 1963 — 1974
BBA, Accounting and Finance
Becky Connery Becky Connery's Bankers Trust Company Experience July 1984 - September 1985
Job Student Finance Representative at DeVry Inc.
Industry Financial Services
Experience
DeVry Inc. January 2012 - Present
Long Run Financial October 2010 - April 2012
D3 Financial Counselors April 2006 - August 2010
Bankers Trust Company July 1984 - September 1985
CBI Industries August 1981 - July 1984
Skills
Personal Finance, Student Financial Aid, Student Loans, CampusVue, Financial Analysis, Cash Flow, Financial Aid..., Wealth Management, Investments, Insurance
Education
Carnegie Mellon University - Tepper School of Business
MSIA, Business
DePaul University
Certificate, Financial Planning
Georgia Institute of Technology
BS, Civil Enginneering
DeVry Inc. January 2012 - Present
Long Run Financial October 2010 - April 2012
D3 Financial Counselors April 2006 - August 2010
Bankers Trust Company July 1984 - September 1985
CBI Industries August 1981 - July 1984
Skills
Personal Finance, Student Financial Aid, Student Loans, CampusVue, Financial Analysis, Cash Flow, Financial Aid..., Wealth Management, Investments, Insurance
Education
Carnegie Mellon University - Tepper School of Business
MSIA, Business
DePaul University
Certificate, Financial Planning
Georgia Institute of Technology
BS, Civil Enginneering
Sam Nam Sam Nam's Bankers Trust Company Experience October 1995 - May 1996
Job Broker, iPacific Capital & iPacific Real Estate
Industry Real Estate
Experience
iPacific Capital & iPacific Real Estate 2004 - Present
Pacific Life Insurance Company, Commercial Real Estate Capital Markets November 1999 - September 2004
PricewaterhouseCoopers August 1998 - November 1999
Pacific Life Insurance Company - Real Estate Investments June 1996 - August 1998
Bankers Trust Company October 1995 - May 1996
Bank of America August 1993 - October 1995
Skills
Investments, Investment Properties, Real Estate, Loans
Education
California State University-Long Beach - College of Business Administration
BS, Finance
iPacific Capital & iPacific Real Estate 2004 - Present
Pacific Life Insurance Company, Commercial Real Estate Capital Markets November 1999 - September 2004
PricewaterhouseCoopers August 1998 - November 1999
Pacific Life Insurance Company - Real Estate Investments June 1996 - August 1998
Bankers Trust Company October 1995 - May 1996
Bank of America August 1993 - October 1995
Skills
Investments, Investment Properties, Real Estate, Loans
Education
California State University-Long Beach - College of Business Administration
BS, Finance
Renee Frederiksen Renee Frederiksen's Bankers Trust Company Experience 1995 - 1998
Job Trust Advisor at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank June 2012 - Present
The Louis R. Draughon Foundation August 2007 - May 2012
The Hampton Scholarship Foundation August 2001 - May 2012
YMCA of Middle Tennessee February 2011 - December 2011
AmSouth Bank February 1999 - August 2001
Bankers Trust Company 1995 - 1998
Education
Sweet Briar College 1990 — 1994
Bachelor of Arts, Political Economy
Belmont University
Belmont University
SunTrust Bank June 2012 - Present
The Louis R. Draughon Foundation August 2007 - May 2012
The Hampton Scholarship Foundation August 2001 - May 2012
YMCA of Middle Tennessee February 2011 - December 2011
AmSouth Bank February 1999 - August 2001
Bankers Trust Company 1995 - 1998
Education
Sweet Briar College 1990 — 1994
Bachelor of Arts, Political Economy
Belmont University
Belmont University
Ivelisse Estevez Ivelisse Estevez's Bankers Trust Company Experience January 1992 - January 1994
Job Client Service Rep at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Merrill Lynch November 2007 - January 2010
Merrill Lynch November 2007 - January 2009
FIDELITY INVESTMENT, NATIONAL FINANCIAL SERVICES LLC January 2000 - January 2007
BANK OF January 1997 - January 1999
CHASE MANHATTAN BANK January 1994 - January 1997
BANKERS TRUST COMPANY January 1992 - January 1994
Skills
Securities, Portfolio Management, Financial Risk, Trading, Settlement, Middle Office, Banking, Management, Prime Brokerage, Finance, Series 7, Risk Management
Education
City University of New York-College of Staten Island
AAS, BS, BUSINESS, FINANCE
New York Institute of Finance
Fidelity Investments August 2011 - Present
Merrill Lynch November 2007 - January 2010
Merrill Lynch November 2007 - January 2009
FIDELITY INVESTMENT, NATIONAL FINANCIAL SERVICES LLC January 2000 - January 2007
BANK OF January 1997 - January 1999
CHASE MANHATTAN BANK January 1994 - January 1997
BANKERS TRUST COMPANY January 1992 - January 1994
Skills
Securities, Portfolio Management, Financial Risk, Trading, Settlement, Middle Office, Banking, Management, Prime Brokerage, Finance, Series 7, Risk Management
Education
City University of New York-College of Staten Island
AAS, BS, BUSINESS, FINANCE
New York Institute of Finance
Peter Tesche Peter Tesche's Bankers Trust Company Experience 1981 - 2000
Job Real estate finance professional
Industry Real Estate
Experience
P.T. Lloyd Associates 2000 - Present
Halpern Capital January 2009 - May 2011
SEACAN Realty 2006 - 2008
Capital Canada Limited 2001 - 2004
Bankers Trust Company 1981 - 2000
Skills
Investments, Corporate Finance, Capital Markets, Banking, Real Estate, Capital Raising, Investment Banking, Investor Relations, Funding, Capital, Financial Advisory, Investors, Management, Private Equity, Acquisitions, Asset Managment, Structured Finance, Real Estate Development, Mutual Funds, Venture Capital, Valuation, Real Estate Economics, Equities
Education
Allegheny College
Bachelor of Arts (B.A.), International Studies
McDowell High School
McDowell High School
University of Pittsburgh
Graduate School of Business
P.T. Lloyd Associates 2000 - Present
Halpern Capital January 2009 - May 2011
SEACAN Realty 2006 - 2008
Capital Canada Limited 2001 - 2004
Bankers Trust Company 1981 - 2000
Skills
Investments, Corporate Finance, Capital Markets, Banking, Real Estate, Capital Raising, Investment Banking, Investor Relations, Funding, Capital, Financial Advisory, Investors, Management, Private Equity, Acquisitions, Asset Managment, Structured Finance, Real Estate Development, Mutual Funds, Venture Capital, Valuation, Real Estate Economics, Equities
Education
Allegheny College
Bachelor of Arts (B.A.), International Studies
McDowell High School
McDowell High School
University of Pittsburgh
Graduate School of Business
Henry Consigli's Bankers Trust Company Experience 1987 - 1988
Job Corporate Accountant at Consigli Construction
Industry Construction
Experience
Consigli Construction January 2009 - February 2013
Liberty Mutual July 2006 - May 2007
Iron Mountain, Inc. December 2003 - April 2006
Pepsi Bottling Group November 1999 - November 2003
BankBoston July 1998 - November 1999
Bank of Boston September 1996 - July 1998
Bank of Boston July 1994 - July 1996
Federal Deposit Insurance Corporation July 1990 - August 1993
Ernst & Young March 1988 - May 1989
Bankers Trust Company 1987 - 1988
Skills
Financial Reporting, Auditing, Risk Management, General Ledger, Corporate Governance, Banking, Sarbanes-Oxley Act, Accounting, Internal Controls, Financial Analysis, Internal Audit, Analysis, Tax, Forecasting
Education
Boston College - Carroll School of Management 1983 — 1987
Bachelor of Science (BS), Accounting
Consigli Construction January 2009 - February 2013
Liberty Mutual July 2006 - May 2007
Iron Mountain, Inc. December 2003 - April 2006
Pepsi Bottling Group November 1999 - November 2003
BankBoston July 1998 - November 1999
Bank of Boston September 1996 - July 1998
Bank of Boston July 1994 - July 1996
Federal Deposit Insurance Corporation July 1990 - August 1993
Ernst & Young March 1988 - May 1989
Bankers Trust Company 1987 - 1988
Skills
Financial Reporting, Auditing, Risk Management, General Ledger, Corporate Governance, Banking, Sarbanes-Oxley Act, Accounting, Internal Controls, Financial Analysis, Internal Audit, Analysis, Tax, Forecasting
Education
Boston College - Carroll School of Management 1983 — 1987
Bachelor of Science (BS), Accounting
Ella T. Newman Ella T. Newman's Bankers Trust Company Experience 1970 - 1978
Job Image Consultant creating the best first impression, Development Professional, Relationship Manager, Trusted Advisor
Industry Executive Office
Experience
Jewish National Fund January 2013 - February 2014
Selfhelp Community Services, Inc. November 2011 - November 2012
Gurr Johns International April 2011 - June 2011
Fiduciary Trust Company International April 2008 - March 2011
The Bank of New York Mellon February 1997 - August 2007
Corporate Directions 1983 - 1994
Bankers Trust Company 1970 - 1978
Skills
New Business Development, Building Relationships, Fundraising, Event Planning, Networking, Planned Giving, Investment Management, Estate Planning, Asset Allocation, Business Development, Wealth Management, Investments, Strategic Financial..., Marketing, Relationship Management, Private Banking, Trusts, Portfolio Management, Banking, Capital Markets, Finance, Retirement Planning, Management, High Net Worth..., Valuation, Financial Services, Financial Advisory, Philanthropy, Retirement, Wealth, Nonprofits, Wealth Management..., Alternative Investments, Asset Management, Hedge Funds, Equities, Securities, Mutual Funds, Series 7, Fixed Income, Private Equity, Investment Advisory, Investment Strategies, Series 63, Bonds, Mergers & Acquisitions, Real Estate, FINRA, Financial Planners, Endowments
Education
City University of New York-Baruch College
MBA, Finance and Investments
City University of New York City College
BA, Economics
Jewish National Fund January 2013 - February 2014
Selfhelp Community Services, Inc. November 2011 - November 2012
Gurr Johns International April 2011 - June 2011
Fiduciary Trust Company International April 2008 - March 2011
The Bank of New York Mellon February 1997 - August 2007
Corporate Directions 1983 - 1994
Bankers Trust Company 1970 - 1978
Skills
New Business Development, Building Relationships, Fundraising, Event Planning, Networking, Planned Giving, Investment Management, Estate Planning, Asset Allocation, Business Development, Wealth Management, Investments, Strategic Financial..., Marketing, Relationship Management, Private Banking, Trusts, Portfolio Management, Banking, Capital Markets, Finance, Retirement Planning, Management, High Net Worth..., Valuation, Financial Services, Financial Advisory, Philanthropy, Retirement, Wealth, Nonprofits, Wealth Management..., Alternative Investments, Asset Management, Hedge Funds, Equities, Securities, Mutual Funds, Series 7, Fixed Income, Private Equity, Investment Advisory, Investment Strategies, Series 63, Bonds, Mergers & Acquisitions, Real Estate, FINRA, Financial Planners, Endowments
Education
City University of New York-Baruch College
MBA, Finance and Investments
City University of New York City College
BA, Economics
Thomas J. Furey III Thomas J. Furey III's Bankers Trust Company Experience July 1987 - September 1992
Job Consultant / Management Brokerage Trading, Ops, Risk & Compliance SDVOSB PMP, Agile & Six Sigma Series 7, 63, 24
Industry Financial Services
Experience
iTradeRouteGlobal October 2011 - Present
I Trade Route Global September 2008 - October 2011
Fidelity Investments / Veritude November 2005 - June 2008
HSBC Brokerage USA April 2001 - January 2005
WitSoundView Europe and Enba First-e Bank June 1999 - December 2000
Fidelity Investments April 1994 - April 1999
Industrial Bank of Japan September 1992 - April 1994
Bankers Trust Company July 1987 - September 1992
USMC January 1977 - September 1980
Skills
FINRA Series 7, FINRA Series 63, FINRA Series 24, Financial Services, Equities, Fixed Income, Mutual Funds, Global Operations, Hedge Funds, Quantitative Analytics, Series 63, Series 7, Pricing, Operations Management, RFP, Securities, Risk Management, Capital Markets, Trading
Education
Norwich University 2013 — 2015
Master of Business Administration (M.B.A.), MBA Program
Trinity College-Hartford 1984 — 1987
BA, History
Cape Cod Community College 1980 — 1983
AA, Liberal Arts
Nutley High School
HS Diploma
iTradeRouteGlobal October 2011 - Present
I Trade Route Global September 2008 - October 2011
Fidelity Investments / Veritude November 2005 - June 2008
HSBC Brokerage USA April 2001 - January 2005
WitSoundView Europe and Enba First-e Bank June 1999 - December 2000
Fidelity Investments April 1994 - April 1999
Industrial Bank of Japan September 1992 - April 1994
Bankers Trust Company July 1987 - September 1992
USMC January 1977 - September 1980
Skills
FINRA Series 7, FINRA Series 63, FINRA Series 24, Financial Services, Equities, Fixed Income, Mutual Funds, Global Operations, Hedge Funds, Quantitative Analytics, Series 63, Series 7, Pricing, Operations Management, RFP, Securities, Risk Management, Capital Markets, Trading
Education
Norwich University 2013 — 2015
Master of Business Administration (M.B.A.), MBA Program
Trinity College-Hartford 1984 — 1987
BA, History
Cape Cod Community College 1980 — 1983
AA, Liberal Arts
Nutley High School
HS Diploma
Jeffrey Bardos's Bankers Trust Company Experience 1990 - 1999
Job Liquidity and Market Risk Management, Liquidity Stress Testing, Regulatory Relationship Management, Strategic Planning
Industry Financial Services
Experience
Speritas Advisors LLC January 2014 - Present
CIT Group, Inc. 2011 - 2013
CIT Group, Inc. 2010 - 2011
Promontory Financial Group, LLC 2009 - 2010
Promontory Financial Group, LLC 2003 - 2009
KidsEvents.com, LLC 2000 - 2002
Bankers Trust Company 1990 - 1999
Federal Reserve Bank of New York 1985 - 1989
Skills
Risk Management, Structured Finance, Due Diligence, Financial Services, Strategic Planning, Business Strategy, Corporate Development, Banking, Internet Banking, Capital Markets, Derivatives, Strategy, Financial Modeling, Start-ups, Finance, Mergers & Acquisitions, Fixed Income, Corporate Finance, Restructuring, Valuation, Portfolio Management
Education
Columbia University - Columbia Business School
MBA
Bucknell University
BA
Speritas Advisors LLC January 2014 - Present
CIT Group, Inc. 2011 - 2013
CIT Group, Inc. 2010 - 2011
Promontory Financial Group, LLC 2009 - 2010
Promontory Financial Group, LLC 2003 - 2009
KidsEvents.com, LLC 2000 - 2002
Bankers Trust Company 1990 - 1999
Federal Reserve Bank of New York 1985 - 1989
Skills
Risk Management, Structured Finance, Due Diligence, Financial Services, Strategic Planning, Business Strategy, Corporate Development, Banking, Internet Banking, Capital Markets, Derivatives, Strategy, Financial Modeling, Start-ups, Finance, Mergers & Acquisitions, Fixed Income, Corporate Finance, Restructuring, Valuation, Portfolio Management
Education
Columbia University - Columbia Business School
MBA
Bucknell University
BA
evan gevarter's Bankers Trust Company Experience 1985 - 1999
Job Managing Director at Jefferies
Industry Investment Banking
Experience
Jefferies 2006 - Present
Banc of America Prime Brokerage Services June 1999 - February 2006
Bankers Trust Company 1985 - 1999
Education
Boston University
Jefferies 2006 - Present
Banc of America Prime Brokerage Services June 1999 - February 2006
Bankers Trust Company 1985 - 1999
Education
Boston University
Steven Kass Steven Kass's Bankers Trust Company Experience July 1986 - October 1993
Job Business Transformation Executive
Industry Financial Services
Experience
Alignment Partners March 2012 - Present
MF Global May 2008 - November 2011
ITG Inc. March 1997 - April 2008
The Bank of New York June 1996 - March 1997
Bankers Trust NJ Limited September 1994 - May 1996
Lehman Brothers November 1993 - May 1994
Bankers Trust Company July 1986 - October 1993
Georgia Pacific Corporation June 1982 - June 1984
Skills
Consensus Building, Program Management, Organizational Structure, Transformational..., Financial Modeling, Trading Systems, Financial Analysis, Mergers, Strategy, Management, Product Management, Financial Services, Securities, Banking, Treasury Management, Leadership, Governance, Risk Management, Mergers & Acquisitions, Finance, Bloomberg, Business Planning, Business Transformation, Strategic Planning, Change Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1984 — 1986
MBA
Binghamton University 1978 — 1982
BS, Accounting
Alignment Partners March 2012 - Present
MF Global May 2008 - November 2011
ITG Inc. March 1997 - April 2008
The Bank of New York June 1996 - March 1997
Bankers Trust NJ Limited September 1994 - May 1996
Lehman Brothers November 1993 - May 1994
Bankers Trust Company July 1986 - October 1993
Georgia Pacific Corporation June 1982 - June 1984
Skills
Consensus Building, Program Management, Organizational Structure, Transformational..., Financial Modeling, Trading Systems, Financial Analysis, Mergers, Strategy, Management, Product Management, Financial Services, Securities, Banking, Treasury Management, Leadership, Governance, Risk Management, Mergers & Acquisitions, Finance, Bloomberg, Business Planning, Business Transformation, Strategic Planning, Change Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1984 — 1986
MBA
Binghamton University 1978 — 1982
BS, Accounting
Ignacio Sosa Ignacio Sosa's Bankers Trust Company Experience August 1986 - June 1995
Job Director Product Solutions Group at DoubleLine Group LP
Industry Investment Management
Experience
DoubleLine Group LP May 2014 - Present
PIMCO October 2011 - April 2014
Vorás Capital Management, LP December 2009 - October 2011
OneWorld Investments/Globalis Investments February 1999 - September 2008
BankBoston June 1995 - February 1999
Bankers Trust Company August 1986 - June 1995
Skills
Portfolio Management, Investments, Fixed Income, Hedge Funds, Alternative Investments, Equities, Global Macro, Emerging Markets, Bonds, Derivatives, Asset Managment, Capital Markets, Bloomberg, High Yield, Asset Allocation, FX Options, Options, Investment Banking, Investment Management, Fund Of Funds, Swaps, Valuation, Private Equity, Proprietary Trading, Trading, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1980 — 1981
MBA, Finance
University of Miami
BBA, Finance
DoubleLine Group LP May 2014 - Present
PIMCO October 2011 - April 2014
Vorás Capital Management, LP December 2009 - October 2011
OneWorld Investments/Globalis Investments February 1999 - September 2008
BankBoston June 1995 - February 1999
Bankers Trust Company August 1986 - June 1995
Skills
Portfolio Management, Investments, Fixed Income, Hedge Funds, Alternative Investments, Equities, Global Macro, Emerging Markets, Bonds, Derivatives, Asset Managment, Capital Markets, Bloomberg, High Yield, Asset Allocation, FX Options, Options, Investment Banking, Investment Management, Fund Of Funds, Swaps, Valuation, Private Equity, Proprietary Trading, Trading, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1980 — 1981
MBA, Finance
University of Miami
BBA, Finance
Brandon Chin Brandon Chin's Bankers Trust Company Experience July 1994 - August 1996
Job Vice President at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse November 2005 - Present
Dell Professional Services 2000 - 2005
Citigroup Investments 1997 - 2000
Viacom, Inc. August 1996 - August 1997
Bankers Trust Company July 1994 - August 1996
Skills
Investment Banking, Private Equity, IT Development, IT Asset Management, Software Development..., IT Project Leadership, Alternative Investments, Project Management, Hedge Funds, Asset Management, Agile Methodologies, Business Analysis, Integration, SDLC
Education
Carnegie Mellon University 1990 — 1994
B.S., Information & Decision Systems
Credit Suisse November 2005 - Present
Dell Professional Services 2000 - 2005
Citigroup Investments 1997 - 2000
Viacom, Inc. August 1996 - August 1997
Bankers Trust Company July 1994 - August 1996
Skills
Investment Banking, Private Equity, IT Development, IT Asset Management, Software Development..., IT Project Leadership, Alternative Investments, Project Management, Hedge Funds, Asset Management, Agile Methodologies, Business Analysis, Integration, SDLC
Education
Carnegie Mellon University 1990 — 1994
B.S., Information & Decision Systems
Jeff Kerr's Bankers Trust Company Experience 1987 - 1998
Job Executive Vice President, U.S. Bancorp
Industry Banking
Experience
U.S. Bancorp 1998 - Present
Bankers Trust Company 1987 - 1998
Skills
Financial Analysis, Risk Management, Securities, Leadership, Finance, Investments, Banking, Treasury Management, Public Speaking, Business Development, Mergers & Acquisitions, Strategic Planning, Mutual Funds, Strategy, Project Management, Sales Management, Manage Client..., Non-profit Leadership, Training, Marketing Strategy
Education
UCLA Anderson School of Management 1990 — 1992
MBA, FEMBA
Brigham Young University 1982 — 1988
BS, Finance
U.S. Bancorp 1998 - Present
Bankers Trust Company 1987 - 1998
Skills
Financial Analysis, Risk Management, Securities, Leadership, Finance, Investments, Banking, Treasury Management, Public Speaking, Business Development, Mergers & Acquisitions, Strategic Planning, Mutual Funds, Strategy, Project Management, Sales Management, Manage Client..., Non-profit Leadership, Training, Marketing Strategy
Education
UCLA Anderson School of Management 1990 — 1992
MBA, FEMBA
Brigham Young University 1982 — 1988
BS, Finance
Paul R. Perez, CFA Paul R. Perez, CFA's Bankers Trust Company Experience 1987 - 1991
Job Partner at Delegate Advisors
Industry Investment Management
Experience
Delegate Advisors February 2012 - Present
Springcreek Advisors LLC 2011 - 2012
Northern Trust Company 2008 - 2011
HRJ Capital 2006 - 2008
Lyon Ventures, LLC 2000 - 2005
US Trust Company of New York 1998 - 2000
The Scion Group LLC 1995 - 1998
Credit Suisse 1991 - 1995
Bankers Trust Company 1987 - 1991
Skills
Wealth Management, Investments, Investment Management, Alternative Investments, Hedge Funds, Financial Advisory, Asset Management, Asset Allocation, Portfolio Management, Investment Strategies, Family Office, Asset Managment, Wealth, Fixed Income, Private Equity, Equity Research, Financial Markets, Securities, Investment Advisory, Venture Capital, Emerging Markets, Mergers & Acquisitions, Valuation, Financial Services, Fund Of Funds, Due Diligence, Private Banking
Education
Stanford University Graduate School of Business 1985 — 1987
MBA
Boston College 1975 — 1976
MA, Philosophy
Loyola Marymount University 1973 — 1975
BA, Philosophy
St; John's College Seminary 1971 — 1973
Delegate Advisors February 2012 - Present
Springcreek Advisors LLC 2011 - 2012
Northern Trust Company 2008 - 2011
HRJ Capital 2006 - 2008
Lyon Ventures, LLC 2000 - 2005
US Trust Company of New York 1998 - 2000
The Scion Group LLC 1995 - 1998
Credit Suisse 1991 - 1995
Bankers Trust Company 1987 - 1991
Skills
Wealth Management, Investments, Investment Management, Alternative Investments, Hedge Funds, Financial Advisory, Asset Management, Asset Allocation, Portfolio Management, Investment Strategies, Family Office, Asset Managment, Wealth, Fixed Income, Private Equity, Equity Research, Financial Markets, Securities, Investment Advisory, Venture Capital, Emerging Markets, Mergers & Acquisitions, Valuation, Financial Services, Fund Of Funds, Due Diligence, Private Banking
Education
Stanford University Graduate School of Business 1985 — 1987
MBA
Boston College 1975 — 1976
MA, Philosophy
Loyola Marymount University 1973 — 1975
BA, Philosophy
St; John's College Seminary 1971 — 1973
Werner Vetsch Werner Vetsch's Bankers Trust Company Experience 1992 - 1999
Job Chief Operating Officer, Aegon USA Investment Management, LLC
Industry Investment Management
Experience
Aegon USA Investment Management, LLC February 2015 - Present
Legal & General Investment Management America December 2006 - January 2015
Legal & General Investment Management America December 2006 - November 2011
Northern Trust October 2004 - December 2006
Northern Trust Corporation June 1999 - October 2004
Bankers Trust Company 1992 - 1999
Citi 1988 - 1992
Dillon, Read & Company 1987 - 1988
Dean Witter Reynolds Inc. 1986 - 1987
Skills
Fixed Income, Asset Management, Alternative Investments, Equities, Bloomberg, Hedge Funds, Private Equity, Securities, Investment Banking, Financial Risk, Asset Managment, Change Management, Risk Management, Portfolio Management, Financial Services
Education
Belmont University - Jack C. Massey Graduate School of Business 1996 — 1997
MBA
University of Rochester 1981 — 1986
Bachelor of Arts (B.A.), Economics
Aegon USA Investment Management, LLC February 2015 - Present
Legal & General Investment Management America December 2006 - January 2015
Legal & General Investment Management America December 2006 - November 2011
Northern Trust October 2004 - December 2006
Northern Trust Corporation June 1999 - October 2004
Bankers Trust Company 1992 - 1999
Citi 1988 - 1992
Dillon, Read & Company 1987 - 1988
Dean Witter Reynolds Inc. 1986 - 1987
Skills
Fixed Income, Asset Management, Alternative Investments, Equities, Bloomberg, Hedge Funds, Private Equity, Securities, Investment Banking, Financial Risk, Asset Managment, Change Management, Risk Management, Portfolio Management, Financial Services
Education
Belmont University - Jack C. Massey Graduate School of Business 1996 — 1997
MBA
University of Rochester 1981 — 1986
Bachelor of Arts (B.A.), Economics
Jan Margolis's Bankers Trust Company Experience August 1987 - November 1989
Job President and CEO at Applied Research Corporation
Industry Management Consulting
Experience
Applied Research Corporation 1989 - Present
National Development and Research Institutes (NDRI) January 2014 - Present
Trinitas Health Foundation 2013 - Present
Trinitas Regional Medical Center 2000 - Present
Rothman Institute for Entrepreneurial Studies 2001 - Present
Paulison Properties 2006 - Present
Bankers Trust Company August 1987 - November 1989
Bristol-Myers Squibb March 1979 - April 1986
Skills
Management Consulting, Change Management, Leadership Development, Talent Management, Succession Planning, Leadership, Performance Management, Employee Engagement, Assessment Center, Entrepreneurship, Coaching, Business Strategy, Team Building, Strategic Planning, Organizational..., Personal Development, Management Development, Process Improvement, Team Leadership, Performance Improvement, Recruiting, Training, Executive Development, Mergers, HR Consulting, Executive Coaching, Strategy, Start-ups, Organizational Design, Program Management, Organizational..., Personnel Management, Management, Business Process..., 360 Feedback, Business Planning, Culture Change, Workshop Facilitation, MBTI, Emotional Intelligence, Executive Management, Career Development, Psychometrics, Business Transformation, Consulting, Public Speaking
Education
Boston University
Master's Degree, Behavioral Science
Applied Research Corporation 1989 - Present
National Development and Research Institutes (NDRI) January 2014 - Present
Trinitas Health Foundation 2013 - Present
Trinitas Regional Medical Center 2000 - Present
Rothman Institute for Entrepreneurial Studies 2001 - Present
Paulison Properties 2006 - Present
Bankers Trust Company August 1987 - November 1989
Bristol-Myers Squibb March 1979 - April 1986
Skills
Management Consulting, Change Management, Leadership Development, Talent Management, Succession Planning, Leadership, Performance Management, Employee Engagement, Assessment Center, Entrepreneurship, Coaching, Business Strategy, Team Building, Strategic Planning, Organizational..., Personal Development, Management Development, Process Improvement, Team Leadership, Performance Improvement, Recruiting, Training, Executive Development, Mergers, HR Consulting, Executive Coaching, Strategy, Start-ups, Organizational Design, Program Management, Organizational..., Personnel Management, Management, Business Process..., 360 Feedback, Business Planning, Culture Change, Workshop Facilitation, MBTI, Emotional Intelligence, Executive Management, Career Development, Psychometrics, Business Transformation, Consulting, Public Speaking
Education
Boston University
Master's Degree, Behavioral Science
Julie Whitmore Julie Whitmore's Bankers Trust Company Experience 1988 - 1991
Job Human Resources Professional
Industry Human Resources
Experience
Liberty Mutual Insurance 2008 - 2012
WebMD 2003 - 2007
AT&T 1997 - 2002
Scudder Stevens & Clark (acquired by Deutch Bank) 1995 - 1997
American Express 1991 - 1995
Bankers Trust Company 1988 - 1991
American Express 1986 - 1988
Bennett School, Columbia, South America 1985 - 1986
Skills
Leadership Development, Change Management, Human Resources, Consulting, Talent Management, Training, Employee Engagement, Coaching, Project Management, Performance Management, Strategic Planning, Succession Planning, Process Improvement, Team Building, Team Leadership, College Recruiting
Education
Columbia University in the City of New York
Master's degree, Organizational Psychology and Development
Boston University 1981 — 1985
Bachelor's degree, Education
Liberty Mutual Insurance 2008 - 2012
WebMD 2003 - 2007
AT&T 1997 - 2002
Scudder Stevens & Clark (acquired by Deutch Bank) 1995 - 1997
American Express 1991 - 1995
Bankers Trust Company 1988 - 1991
American Express 1986 - 1988
Bennett School, Columbia, South America 1985 - 1986
Skills
Leadership Development, Change Management, Human Resources, Consulting, Talent Management, Training, Employee Engagement, Coaching, Project Management, Performance Management, Strategic Planning, Succession Planning, Process Improvement, Team Building, Team Leadership, College Recruiting
Education
Columbia University in the City of New York
Master's degree, Organizational Psychology and Development
Boston University 1981 — 1985
Bachelor's degree, Education
Catherine O'Hara's Bankers Trust Company Experience March 1986 - March 1994
Job DirectorConsultant Relationships at State Street Corporation
Industry Financial Services
Experience
State Street Corporation September 2003 - Present
Deutsche Bank April 1999 - July 2002
JPMorgan Chase March 1994 - April 1999
Bankers Trust Company March 1986 - March 1994
Skills
Relationship Management..., Networking, Fund raising, Fundraising, Project Management, Strategy, Leadership, Business Development, Management, Recruiting, Entrepreneurship, Program Management, Training, Analysis, Asset Management, Risk Management, Equities, Financial Services, Fixed Income, Securities, Alternative Investments, Hedge Funds, Investments, Portfolio Management, Mutual Funds
Education
Boston College 1974 — 1978
Bachelor of Arts (B.A.), Speech Communications
Our Lady of Mercy Academy 1970 — 1974
High School diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
State Street Corporation September 2003 - Present
Deutsche Bank April 1999 - July 2002
JPMorgan Chase March 1994 - April 1999
Bankers Trust Company March 1986 - March 1994
Skills
Relationship Management..., Networking, Fund raising, Fundraising, Project Management, Strategy, Leadership, Business Development, Management, Recruiting, Entrepreneurship, Program Management, Training, Analysis, Asset Management, Risk Management, Equities, Financial Services, Fixed Income, Securities, Alternative Investments, Hedge Funds, Investments, Portfolio Management, Mutual Funds
Education
Boston College 1974 — 1978
Bachelor of Arts (B.A.), Speech Communications
Our Lady of Mercy Academy 1970 — 1974
High School diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Ben Alivio Ben Alivio's Bankers Trust Company Experience 1992 - 1996
Job Relationship Manager | Client Relationship Manager | Banking Relationship Manager | Retirement Services | 401K
Industry Financial Services
Experience
The Bank of New York Mellon 2005 - 2011
Hewitt Associates 2002 - 2005
WindRiver Capital Partners LLC 1999 - 2002
Fidelity Investments 1996 - 1999
Bankers Trust Company 1992 - 1996
Skills
Mutual Funds, Financial Services, Securities, Series 63, Relationship Management, Investments, Series 7, 401k, Investment Advisory, Portfolio Management, Equities, Retirement Planning, Private Equity, Consulting, Strategic Planning, Asset Allocation, Sales Management, Business Strategy, Team Leadership, Wealth Management, Asset Management, Fixed Income, Investment Management, Retirement, Hedge Funds, Investment Strategies, FINRA, Bonds, Banking, Global Custody
Education
Brigham Young University
Bachelor of Arts (B.A.)
University of Dallas - Graduate School of Management
The Bank of New York Mellon 2005 - 2011
Hewitt Associates 2002 - 2005
WindRiver Capital Partners LLC 1999 - 2002
Fidelity Investments 1996 - 1999
Bankers Trust Company 1992 - 1996
Skills
Mutual Funds, Financial Services, Securities, Series 63, Relationship Management, Investments, Series 7, 401k, Investment Advisory, Portfolio Management, Equities, Retirement Planning, Private Equity, Consulting, Strategic Planning, Asset Allocation, Sales Management, Business Strategy, Team Leadership, Wealth Management, Asset Management, Fixed Income, Investment Management, Retirement, Hedge Funds, Investment Strategies, FINRA, Bonds, Banking, Global Custody
Education
Brigham Young University
Bachelor of Arts (B.A.)
University of Dallas - Graduate School of Management
Madolyn Cassidy Phillips's Bankers Trust Company Experience 1987 - 1992
Job Deputy Chief Banking Officer Export Finance Group at ExportImport Bank of the United States
Industry International Trade and Development
Experience
Export-Import Bank of the United States May 2015 - Present
US Small Business Administration 2010 - 2015
Millennium Challenge Corporation 2005 - 2010
Export-Import Bank of the United States 2000 - 2005
The Wells Fargo HSBC Trade Bank 1999 - 2000
J.P. Morgan 1992 - 1996
Bankers Trust Company 1987 - 1992
Skills
International Project..., Corporate Communications, Strategic Business..., Public Speaking, Organizational..., Credit Analysis, Marketing Communications, Business Development, General Management, Strategic Planning, International Relations, Government, Leadership, Finance, Program Management, Risk Management, Policy
Education
Thunderbird, The American Graduate School of International Management 1996 — 1998
MBA, Finance, Latin American Regional Studies
Boston College 1979 — 1983
BA, Cum Laude, English Literature
The Madeira School 1975 — 1979
High School
Export-Import Bank of the United States May 2015 - Present
US Small Business Administration 2010 - 2015
Millennium Challenge Corporation 2005 - 2010
Export-Import Bank of the United States 2000 - 2005
The Wells Fargo HSBC Trade Bank 1999 - 2000
J.P. Morgan 1992 - 1996
Bankers Trust Company 1987 - 1992
Skills
International Project..., Corporate Communications, Strategic Business..., Public Speaking, Organizational..., Credit Analysis, Marketing Communications, Business Development, General Management, Strategic Planning, International Relations, Government, Leadership, Finance, Program Management, Risk Management, Policy
Education
Thunderbird, The American Graduate School of International Management 1996 — 1998
MBA, Finance, Latin American Regional Studies
Boston College 1979 — 1983
BA, Cum Laude, English Literature
The Madeira School 1975 — 1979
High School
Dari Barzel's Bankers Trust Company Experience January 1980 - January 1985
Job Debt Administrator at EBMUD
Industry Financial Services
Experience
East Bay Municipal Utility District October 2013 - Present
City of Sunnyvale November 2012 - September 2013
Moody's Investors Service January 1998 - April 2012
MBIA MuniFinancial January 1997 - January 1998
Liberty Public Financial Advisors January 1994 - January 1997
Association of Bay Area Governments 1987 - 1994
Bank of America January 1985 - January 1986
Bankers Trust Company January 1980 - January 1985
Education
Columbia University Graduate School of Business 1979 — 1980
Masters of Business Administration, Finance
Columbia University Teachers College 1979 — 1980
Masters of Arts, Higher Education Finance
Barnard College
Bachelor of Arts, English
East Bay Municipal Utility District October 2013 - Present
City of Sunnyvale November 2012 - September 2013
Moody's Investors Service January 1998 - April 2012
MBIA MuniFinancial January 1997 - January 1998
Liberty Public Financial Advisors January 1994 - January 1997
Association of Bay Area Governments 1987 - 1994
Bank of America January 1985 - January 1986
Bankers Trust Company January 1980 - January 1985
Education
Columbia University Graduate School of Business 1979 — 1980
Masters of Business Administration, Finance
Columbia University Teachers College 1979 — 1980
Masters of Arts, Higher Education Finance
Barnard College
Bachelor of Arts, English
Henry Berszinn Henry Berszinn's Bankers Trust Company Experience 1972 - 1974
Job Owner, Professional Motivation Technologies
Industry Marketing and Advertising
Experience
Professional Motivation Technologies November 1992 - Present
Retail Selling Systems June 1987 - November 1992
Strategic Intelligence Systems 1986 - 1987
Trade Adjustment Assistance Center 1981 - 1986
Corruption Prevention and Management Review Bureau (DOI) 1976 - 1981
Bankers Trust Company 1972 - 1974
US Army 1970 - 1972
Skills
Marketing, Retail, Distributors, Financial Institutions, Management, Sales, Marketing Strategy, Digital Marketing, Sales Process, Product Development, Sales Management, Marketing Management, Program Management, Marketing Communications, Trade Shows, Account Management, Incentive Programs, Strategy, Selling, Leadership, Email Marketing, New Business Development, Team Building, Customer Retention, Online Advertising, Start-ups, Direct Sales, Strategic Planning, Direct Marketing, Market Research, Small Business, E-commerce, Entrepreneurship, CRM, B2B, Social Networking, Business Strategy, Leadership Development, Social Media Marketing, Competitive Analysis, Strategic Partnerships, Coaching, Advertising, Online Marketing
Education
City University of New York-Baruch College 1974 — 1976
MPA, Project Management
Columbia University
Engineering
New York University
BA, Economics
Professional Motivation Technologies November 1992 - Present
Retail Selling Systems June 1987 - November 1992
Strategic Intelligence Systems 1986 - 1987
Trade Adjustment Assistance Center 1981 - 1986
Corruption Prevention and Management Review Bureau (DOI) 1976 - 1981
Bankers Trust Company 1972 - 1974
US Army 1970 - 1972
Skills
Marketing, Retail, Distributors, Financial Institutions, Management, Sales, Marketing Strategy, Digital Marketing, Sales Process, Product Development, Sales Management, Marketing Management, Program Management, Marketing Communications, Trade Shows, Account Management, Incentive Programs, Strategy, Selling, Leadership, Email Marketing, New Business Development, Team Building, Customer Retention, Online Advertising, Start-ups, Direct Sales, Strategic Planning, Direct Marketing, Market Research, Small Business, E-commerce, Entrepreneurship, CRM, B2B, Social Networking, Business Strategy, Leadership Development, Social Media Marketing, Competitive Analysis, Strategic Partnerships, Coaching, Advertising, Online Marketing
Education
City University of New York-Baruch College 1974 — 1976
MPA, Project Management
Columbia University
Engineering
New York University
BA, Economics
Christopher Curti Christopher Curti's Bankers Trust Company Experience June 1995 - August 1998
Job Operating Partner, Blue Wolf Capital Partners
Industry Financial Services
Experience
Channel Technologies Group January 2015 - Present
Blue Wolf Capital Partners March 2014 - Present
ModernMD Urgent Care November 2014 - April 2015
Suwannee Lumber Company July 2013 - March 2015
National Envelope Corp. April 2011 - April 2013
Loughlin Meghji + Company August 2008 - May 2011
GE Capital, Bank Loan Group August 2006 - May 2008
LTC 2002 - 2006
Barra Strategic Consulting Group 2000 - 2002
Bankers Trust Company June 1995 - August 1998
Skills
Private Equity, Strategic Planning, Management Consulting, Restructuring, Strategy, Valuation, Mergers & Acquisitions, Management, Acquisition Integration, Due Diligence, Strategic Partnerships, Financial Analysis, Financial Services, Corporate Finance, Financial Modeling, Forecasting, Mergers, Negotiation, Manufacturing, Cash Management, Budgets, Analysis, Six Sigma, Portfolio Management, Auditing, Cash Flow, Investments, Investment Banking, Finance, Business Strategy, Strategic Financial..., Cross-functional Team..., Business Development, Risk Management, Leadership, Executive Management, Credit Analysis, Venture Capital, Leveraged Finance, Financial Risk, Business Valuation, Acquisitions, Business Process..., Equities, Credit, Divestitures, Loans, Corporate Development, Income Statement, Capital Markets
Education
Yale University - Yale School of Management 1998 — 2000
MBA, Finance
Bucknell University 1990 — 1994
B.S. Business Aministration, Accounting
Channel Technologies Group January 2015 - Present
Blue Wolf Capital Partners March 2014 - Present
ModernMD Urgent Care November 2014 - April 2015
Suwannee Lumber Company July 2013 - March 2015
National Envelope Corp. April 2011 - April 2013
Loughlin Meghji + Company August 2008 - May 2011
GE Capital, Bank Loan Group August 2006 - May 2008
LTC 2002 - 2006
Barra Strategic Consulting Group 2000 - 2002
Bankers Trust Company June 1995 - August 1998
Skills
Private Equity, Strategic Planning, Management Consulting, Restructuring, Strategy, Valuation, Mergers & Acquisitions, Management, Acquisition Integration, Due Diligence, Strategic Partnerships, Financial Analysis, Financial Services, Corporate Finance, Financial Modeling, Forecasting, Mergers, Negotiation, Manufacturing, Cash Management, Budgets, Analysis, Six Sigma, Portfolio Management, Auditing, Cash Flow, Investments, Investment Banking, Finance, Business Strategy, Strategic Financial..., Cross-functional Team..., Business Development, Risk Management, Leadership, Executive Management, Credit Analysis, Venture Capital, Leveraged Finance, Financial Risk, Business Valuation, Acquisitions, Business Process..., Equities, Credit, Divestitures, Loans, Corporate Development, Income Statement, Capital Markets
Education
Yale University - Yale School of Management 1998 — 2000
MBA, Finance
Bucknell University 1990 — 1994
B.S. Business Aministration, Accounting
Marianne Worthington Marianne Worthington's Bankers Trust Company Experience 1968 - 1970
Job Vice President Finance & Administration at Amerigard Alarm & Security Corp.
Industry Security and Investigations
Experience
Amerigard Alarm & Security Corp. 1979 - Present
Manufacturers Hanover Trust Co. 1970 - 1979
Bankers Trust Company 1968 - 1970
Skills
Security, Access Control, CCTV, Project Management, Management, Fire Alarm, Burglar Alarm, Analysis, Risk Assessment, Financial Analysis, Protection, Biometrics
Education
Boston University 1966 — 1968
BA, International Relations
Goucher College 1964 — 1966
International Relations
Amerigard Alarm & Security Corp. 1979 - Present
Manufacturers Hanover Trust Co. 1970 - 1979
Bankers Trust Company 1968 - 1970
Skills
Security, Access Control, CCTV, Project Management, Management, Fire Alarm, Burglar Alarm, Analysis, Risk Assessment, Financial Analysis, Protection, Biometrics
Education
Boston University 1966 — 1968
BA, International Relations
Goucher College 1964 — 1966
International Relations
Richard Bluth Richard Bluth's Bankers Trust Company Experience 1997 - 1999
Job President at R.D. Bluth & Company, LLC
Industry Oil & Energy
Experience
R.D. Bluth & Company, LLC April 2012 - Present
Bluth & Company, LLC April 2008 - February 2012
Royal Dutch Shell PLC December 1999 - December 2007
Bankers Trust Company 1997 - 1999
Bank of America 1992 - 1997
Skills
Due Diligence, Financial Modeling, Restructuring, Negotiation, Capital Markets, Banking, Energy, Private Equity, Mergers, Corporate Finance, Natural Gas, Project Finance, Valuation, Asset Managment, Financial Structuring, Finance, Business Planning, Mergers & Acquisitions, Portfolio Management
Education
The University of Connecticut School of Business 1993 — 1995
MBA, Finance
California State University-Northridge 1983 — 1987
BS, Finance
Chaminade College Prepatory 1974 — 1980
Diploma, General
R.D. Bluth & Company, LLC April 2012 - Present
Bluth & Company, LLC April 2008 - February 2012
Royal Dutch Shell PLC December 1999 - December 2007
Bankers Trust Company 1997 - 1999
Bank of America 1992 - 1997
Skills
Due Diligence, Financial Modeling, Restructuring, Negotiation, Capital Markets, Banking, Energy, Private Equity, Mergers, Corporate Finance, Natural Gas, Project Finance, Valuation, Asset Managment, Financial Structuring, Finance, Business Planning, Mergers & Acquisitions, Portfolio Management
Education
The University of Connecticut School of Business 1993 — 1995
MBA, Finance
California State University-Northridge 1983 — 1987
BS, Finance
Chaminade College Prepatory 1974 — 1980
Diploma, General
Leo Guen Leo Guen's Bankers Trust Company Experience 1976 - 1982
Job Business Analyst at Standard Chartered Bank
Industry Computer Software
Experience
Standard Chartered Bank October 2004 - Present
Bowdoin College 2007 - 2009
American Express Bank October 2004 - February 2008
SunGard STeP 2001 - 2004
Microbank Software 2001 - 2001
Pegasystems April 1989 - May 1999
IBM 1983 - 1983
Bankers Trust Company 1976 - 1982
Skills
Integration, Management, Financial Services, Business Analysis, Banking, Sales, Cash Management, Project Management, Training, Analytics, Leadership, Business Process..., Software Project..., Time Management, Requirements Analysis, Risk Management, Program Management, Database Design, Payments, Business Requirements, Strategy
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Marketing, Mgmt
Bowdoin College 1972 — 1976
AB, Economics
Needham HS 1969 — 1972
Standard Chartered Bank October 2004 - Present
Bowdoin College 2007 - 2009
American Express Bank October 2004 - February 2008
SunGard STeP 2001 - 2004
Microbank Software 2001 - 2001
Pegasystems April 1989 - May 1999
IBM 1983 - 1983
Bankers Trust Company 1976 - 1982
Skills
Integration, Management, Financial Services, Business Analysis, Banking, Sales, Cash Management, Project Management, Training, Analytics, Leadership, Business Process..., Software Project..., Time Management, Requirements Analysis, Risk Management, Program Management, Database Design, Payments, Business Requirements, Strategy
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Marketing, Mgmt
Bowdoin College 1972 — 1976
AB, Economics
Needham HS 1969 — 1972
Stephen Lombardi's Bankers Trust Company Experience May 1989 - September 1997
Job Defined Benefits Administration Manager
Industry Human Resources
Experience
Xerox HR Solutions, LLC January 2011 - Present
Aon Hewitt October 2008 - December 2010
Pfizer, Inc. November 2006 - June 2008
Affiliated Computer Services, Inc. April 1999 - November 2006
Marsh & McLennan Companies, Inc. September 1997 - March 1999
Bankers Trust Company May 1989 - September 1997
Lincoln Savings Bank, FSB January 1986 - May 1989
Skills
Vendor Management, Defined Benefit, Pensions, Benefits Administration, Employee Benefits, Employee Relations, Talent Management, Performance Management, Outsourcing, Process Improvement, Vendor Relations, HR Consulting, 401k, HR Policies, Interviewing, Team Building, Benefits, Deferred Compensation, Management, Personnel Management, Talent Acquisition, Defined Contribution, PeopleSoft, Retirement, Call Centers, Project Management, Training, Leadership, Recruiting, Human Resources, Compensation & Benefit, Change Management, CRM, ERISA, Payroll, Executive Pay, Management Consulting, Succession Planning, Organizational..., BPO, COBRA, HRIS, SDLC, HRO, Employee Engagement, Strategic Planning, Service Delivery, Shared Services, Insurance, HR Transformation
Education
City University of New York-Baruch College 1980 — 1985
Bachelor of Business Administration (BBA), Human Resources Management and Services
Port Richmond High School 1976 — 1980
Xerox HR Solutions, LLC January 2011 - Present
Aon Hewitt October 2008 - December 2010
Pfizer, Inc. November 2006 - June 2008
Affiliated Computer Services, Inc. April 1999 - November 2006
Marsh & McLennan Companies, Inc. September 1997 - March 1999
Bankers Trust Company May 1989 - September 1997
Lincoln Savings Bank, FSB January 1986 - May 1989
Skills
Vendor Management, Defined Benefit, Pensions, Benefits Administration, Employee Benefits, Employee Relations, Talent Management, Performance Management, Outsourcing, Process Improvement, Vendor Relations, HR Consulting, 401k, HR Policies, Interviewing, Team Building, Benefits, Deferred Compensation, Management, Personnel Management, Talent Acquisition, Defined Contribution, PeopleSoft, Retirement, Call Centers, Project Management, Training, Leadership, Recruiting, Human Resources, Compensation & Benefit, Change Management, CRM, ERISA, Payroll, Executive Pay, Management Consulting, Succession Planning, Organizational..., BPO, COBRA, HRIS, SDLC, HRO, Employee Engagement, Strategic Planning, Service Delivery, Shared Services, Insurance, HR Transformation
Education
City University of New York-Baruch College 1980 — 1985
Bachelor of Business Administration (BBA), Human Resources Management and Services
Port Richmond High School 1976 — 1980
Frank Santora Frank Santora's Bankers Trust Company Experience 1998 - 1999
Job First Vice President at Hudson City Savings Bank
Industry Banking
Experience
Hudson City Savings Bank 2012 - Present
Bank of Tokyo-Mitsubishi June 2007 - October 2011
Bank of Tokyo-Mitsubishi UFJ 2003 - 2007
The Bank of Tokyo-Mitsubishi UFJ, Ltd 2002 - June 2003
Bank of Tokyo-Mitsubishi UFJ 2000 - 2001
Deutsche Bank 1999 - May 2000
Bankers Trust Company 1998 - 1999
M&T Bank 1996 - 1998
Skills
Banking, Risk Management, Credit Risk, Operational Risk, Governance, Project Management, Enterprise Risk..., Business Continuity..., Vendor Risk Management, Information Security..., Operational Risk..., Internal Controls, Management, Credit Analysis, AML, FX Options, Due Diligence, Internal Audit, Commercial Banking, ALM, Financial Modeling, Commercial Lending, Financial Markets, Basel II, Vendor Management, Information Security, Loans, Analysis, Counterparty Risk, Financial Institutions, Financial Services, Structured Finance, Corporate Finance, Liquidity Risk, Retail Banking, KYC, Cash Management, Risk Assessment, Anti Money Laundering
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
MBA, Finance
Swarthmore College 1992 — 1996
BA, Economics
Trinity College 1995 — 1995
Study abroad program in Rome, Italy
Hudson City Savings Bank 2012 - Present
Bank of Tokyo-Mitsubishi June 2007 - October 2011
Bank of Tokyo-Mitsubishi UFJ 2003 - 2007
The Bank of Tokyo-Mitsubishi UFJ, Ltd 2002 - June 2003
Bank of Tokyo-Mitsubishi UFJ 2000 - 2001
Deutsche Bank 1999 - May 2000
Bankers Trust Company 1998 - 1999
M&T Bank 1996 - 1998
Skills
Banking, Risk Management, Credit Risk, Operational Risk, Governance, Project Management, Enterprise Risk..., Business Continuity..., Vendor Risk Management, Information Security..., Operational Risk..., Internal Controls, Management, Credit Analysis, AML, FX Options, Due Diligence, Internal Audit, Commercial Banking, ALM, Financial Modeling, Commercial Lending, Financial Markets, Basel II, Vendor Management, Information Security, Loans, Analysis, Counterparty Risk, Financial Institutions, Financial Services, Structured Finance, Corporate Finance, Liquidity Risk, Retail Banking, KYC, Cash Management, Risk Assessment, Anti Money Laundering
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
MBA, Finance
Swarthmore College 1992 — 1996
BA, Economics
Trinity College 1995 — 1995
Study abroad program in Rome, Italy
La (Deborah S. Wilson, MBA) Dauphine's Bankers Trust Company Experience July 1997 - February 1998
Job Fashion Stylist/Image Consultant
Industry Apparel & Fashion
Experience
PowerDressing.com January 2004 - Present
Not Just A Label (NJAL) May 2010 - 2012
Examiner.com April 2010 - 2012
Beautyverve.com February 2010 - 2012
The Bank of New York October 2000 - October 2006
Pacific Income Advisers May 1999 - October 2000
Westbourne Capital August 1998 - February 1999
Seidner & Company February 1998 - August 1998
Bankers Trust Company July 1997 - February 1998
Trust Company of the West July 1990 - July 1997
Skills
Social Media Marketing, Fashion, Photo Shoots, Blogging, Marketing, Management, Editorial, Social Media, Beauty Industry, Copywriting, Portfolio Performance..., Performance Analysis, Performance Metrics, Investment Compliance, Investment Policy..., Client Relations Skills, Product Marketing, Performance Attribution, Performance Measurement, Compliance Monitoring, Asset Allocation, Operations Management, Private Clients, Institutional Clients, Social Networking, Photography, Facebook, Content Strategy, Copy Editing, Publishing, Styling, Wardrobe Analysis, Leadership, Press Releases, Apparel, Merchandising, Publicity, Creative Direction, Trend Analysis, Art
Education
Arizona State University 2003 — 2004
MBA
University of Redlands 1999 — 2001
B.S.
Monteal West
Monteal West
Monteal West
PowerDressing.com January 2004 - Present
Not Just A Label (NJAL) May 2010 - 2012
Examiner.com April 2010 - 2012
Beautyverve.com February 2010 - 2012
The Bank of New York October 2000 - October 2006
Pacific Income Advisers May 1999 - October 2000
Westbourne Capital August 1998 - February 1999
Seidner & Company February 1998 - August 1998
Bankers Trust Company July 1997 - February 1998
Trust Company of the West July 1990 - July 1997
Skills
Social Media Marketing, Fashion, Photo Shoots, Blogging, Marketing, Management, Editorial, Social Media, Beauty Industry, Copywriting, Portfolio Performance..., Performance Analysis, Performance Metrics, Investment Compliance, Investment Policy..., Client Relations Skills, Product Marketing, Performance Attribution, Performance Measurement, Compliance Monitoring, Asset Allocation, Operations Management, Private Clients, Institutional Clients, Social Networking, Photography, Facebook, Content Strategy, Copy Editing, Publishing, Styling, Wardrobe Analysis, Leadership, Press Releases, Apparel, Merchandising, Publicity, Creative Direction, Trend Analysis, Art
Education
Arizona State University 2003 — 2004
MBA
University of Redlands 1999 — 2001
B.S.
Monteal West
Monteal West
Monteal West
Barry Schub Barry Schub's Bankers Trust Company Experience July 1978 - September 1996
Job SVP HR, Corporate Strategy & Corporate Communications at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company January 2010 - December 2014
New York Life Investment Management LLC October 2001 - December 2009
E*TRADE Financial April 2000 - September 2001
United Asset Management May 1997 - March 2000
Bankers Trust Company July 1978 - September 1996
Skills
Mutual Funds, Pensions, 401k, Business Strategy, Employee Benefits, Financial Services, Human Resources, IRAs, Investments, Management, Retirement, Retirement Planning, Series 7, Life Insurance, Asset Allocation, Asset Management
Education
Brown University 1972 — 1976
AB, Biomedical Sciences
Babson College
Master of Business Administration (M.B.A.), Finance, Operations Research
New York Life Insurance Company January 2010 - December 2014
New York Life Investment Management LLC October 2001 - December 2009
E*TRADE Financial April 2000 - September 2001
United Asset Management May 1997 - March 2000
Bankers Trust Company July 1978 - September 1996
Skills
Mutual Funds, Pensions, 401k, Business Strategy, Employee Benefits, Financial Services, Human Resources, IRAs, Investments, Management, Retirement, Retirement Planning, Series 7, Life Insurance, Asset Allocation, Asset Management
Education
Brown University 1972 — 1976
AB, Biomedical Sciences
Babson College
Master of Business Administration (M.B.A.), Finance, Operations Research
Mark Telaak Mark Telaak's Bankers Trust Company Experience March 1997 - February 1999
Job Independent Consultant Financial Services
Industry Banking
Experience
Independent Consultant December 2014 - Present
SEB December 2008 - May 2012
UBS Investment Bank March 1999 - October 2008
Bankers Trust Company March 1997 - February 1999
Skills
FX Options, Derivatives, Investment Banking, Bloomberg, Capital Markets, Hedge Funds, Swaps, Electronic Trading, Financial Markets, Foreign Exchange, Banking, FX trading, Interest Rate..., Bonds, Currency, Corporate Finance, Trading, Options, Money Market, FX Trading
Education
Canisius College 1989 — 1993
Bachelor of Arts (B.A.), Finance, General
Independent Consultant December 2014 - Present
SEB December 2008 - May 2012
UBS Investment Bank March 1999 - October 2008
Bankers Trust Company March 1997 - February 1999
Skills
FX Options, Derivatives, Investment Banking, Bloomberg, Capital Markets, Hedge Funds, Swaps, Electronic Trading, Financial Markets, Foreign Exchange, Banking, FX trading, Interest Rate..., Bonds, Currency, Corporate Finance, Trading, Options, Money Market, FX Trading
Education
Canisius College 1989 — 1993
Bachelor of Arts (B.A.), Finance, General
Greg Shearer's Bankers Trust Company Experience 1988 - 1991
Job Healthcare Investment Banker I Private Placements I Mergers & Acquisitions I 12,000 Connections I gshearer@healthios.com
Industry Investment Banking
Experience
Healthios Capital Markets, LLC 2011 - Present
Cylex Inc. and ViOptix, Inc. 2006 - Present
Channel Medical Partners 1998 - Present
Venetec International, Inc. and Novare Surgical Systems, Inc. 2005 - 2009
Jefferies & Company, Inc. 1996 - 1998
Vector Securities International, Inc. 1992 - 1996
Bankers Trust Company 1988 - 1991
Kidder, Peabody & Co. Incorporated 1983 - 1988
Earlier Activities 1979 - 1983
Skills
Venture Capital, Medical Devices, Corporate Development, Private Equity, Lifesciences, Healthcare, Investment Banking, Mergers & Acquisitions, Corporate Partnering, Mergers, Leveraged Finance, Corporate Finance, Private Placements, LBO, Strategic Alliances, Licensing, Valuation, Capital Raising, M&A experience, Financial Structuring, Strategic Partnerships, Growth Capital, Acquisitions, Business Development, Divestitures, Deal Sourcing, Investments, Capital, Deal Execution, Buyouts, Board of Directors, IPO, Commercialization, Angel Investing, Venture Financing, Mezzanine, Acquisition Integration, Business Valuation, Restructuring, Joint Ventures
Education
The University of Chicago 1981 — 1982
M.B.A., Finance and Accounting
Centre College 1975 — 1979
B.A., Government and History
Healthios Capital Markets, LLC 2011 - Present
Cylex Inc. and ViOptix, Inc. 2006 - Present
Channel Medical Partners 1998 - Present
Venetec International, Inc. and Novare Surgical Systems, Inc. 2005 - 2009
Jefferies & Company, Inc. 1996 - 1998
Vector Securities International, Inc. 1992 - 1996
Bankers Trust Company 1988 - 1991
Kidder, Peabody & Co. Incorporated 1983 - 1988
Earlier Activities 1979 - 1983
Skills
Venture Capital, Medical Devices, Corporate Development, Private Equity, Lifesciences, Healthcare, Investment Banking, Mergers & Acquisitions, Corporate Partnering, Mergers, Leveraged Finance, Corporate Finance, Private Placements, LBO, Strategic Alliances, Licensing, Valuation, Capital Raising, M&A experience, Financial Structuring, Strategic Partnerships, Growth Capital, Acquisitions, Business Development, Divestitures, Deal Sourcing, Investments, Capital, Deal Execution, Buyouts, Board of Directors, IPO, Commercialization, Angel Investing, Venture Financing, Mezzanine, Acquisition Integration, Business Valuation, Restructuring, Joint Ventures
Education
The University of Chicago 1981 — 1982
M.B.A., Finance and Accounting
Centre College 1975 — 1979
B.A., Government and History
Catherine (Cari) Cardaci Catherine (Cari) Cardaci's Bankers Trust Company Experience January 1990 - March 1996
Job Chief Marketing Officer at Van Eck Global | Market Vectors ETFs
Industry Investment Management
Experience
Van Eck Global Market Vectors ETFs November 2014 - Present
SYNA Creatives LLC January 2013 - November 2014
HSBC Global Asset Management 2007 - December 2012
Western Asset Management January 2004 - July 2007
Citigroup Asset Management August 2004 - November 2005
BlackRock June 2002 - August 2004
Zurich Scudder Investments January 2000 - April 2002
Diversified Investment Advisors November 1997 - January 2000
AIG Global Investment Corp. March 1996 - November 1997
Bankers Trust Company January 1990 - March 1996
Skills
Asset Management, Emerging Markets, Marketing Strategy, Marketing Communications, Marketing, Investor Relations, Marketing Management, Media Relations, Brand Development, Brand Management, Branding & Identity
Education
Bucknell University
Bachelor's Degree, Business Administration and Finance
Van Eck Global Market Vectors ETFs November 2014 - Present
SYNA Creatives LLC January 2013 - November 2014
HSBC Global Asset Management 2007 - December 2012
Western Asset Management January 2004 - July 2007
Citigroup Asset Management August 2004 - November 2005
BlackRock June 2002 - August 2004
Zurich Scudder Investments January 2000 - April 2002
Diversified Investment Advisors November 1997 - January 2000
AIG Global Investment Corp. March 1996 - November 1997
Bankers Trust Company January 1990 - March 1996
Skills
Asset Management, Emerging Markets, Marketing Strategy, Marketing Communications, Marketing, Investor Relations, Marketing Management, Media Relations, Brand Development, Brand Management, Branding & Identity
Education
Bucknell University
Bachelor's Degree, Business Administration and Finance
Lauren Cola's Bankers Trust Company Experience June 1996 - June 1997
Job Founder & CEO at A.S.A.P. Advisor Services, Inc.
Industry Investment Management
Experience
A.S.A.P. Advisor Services, Inc. April 1998 - Present
JP Morgan Chase June 1997 - April 1998
Bankers Trust Company June 1996 - June 1997
HSBC Asset Management April 1994 - May 1996
Citibank February 1990 - April 1994
Empire Blue Cross Blue Shield April 1988 - February 1990
Leading National Advertisers February 1985 - March 1986
Education
Boston University 1981 — 1984
A.S.A.P. Advisor Services, Inc. April 1998 - Present
JP Morgan Chase June 1997 - April 1998
Bankers Trust Company June 1996 - June 1997
HSBC Asset Management April 1994 - May 1996
Citibank February 1990 - April 1994
Empire Blue Cross Blue Shield April 1988 - February 1990
Leading National Advertisers February 1985 - March 1986
Education
Boston University 1981 — 1984
Joan E Donovan Joan E Donovan's Bankers Trust Company Experience July 1969 - November 1987
Job Bank Teller at Chase Bank
Industry Financial Services
Experience
Interactive Data August 1999 - December 2010
FT Interactive Data 1988 - 1999
Bankers Trust Company July 1969 - November 1987
Skills
Capital Markets, Securities, Bonds, Fixed Income, Equities, Financial Markets, Trading, Reference Data, Business Analysis, Financial Services, Bloomberg, Corporate Actions, Derivatives, Investment Banking, Strategy, Asset Management, Back Office, Credit Risk, Electronic Trading, FX Options, Market Data, Relationship Management
Education
Bishop Kearney High School
City University of New York-Brooklyn College
Economics
Interactive Data August 1999 - December 2010
FT Interactive Data 1988 - 1999
Bankers Trust Company July 1969 - November 1987
Skills
Capital Markets, Securities, Bonds, Fixed Income, Equities, Financial Markets, Trading, Reference Data, Business Analysis, Financial Services, Bloomberg, Corporate Actions, Derivatives, Investment Banking, Strategy, Asset Management, Back Office, Credit Risk, Electronic Trading, FX Options, Market Data, Relationship Management
Education
Bishop Kearney High School
City University of New York-Brooklyn College
Economics
B. J. Douek B. J. Douek's Bankers Trust Company Experience 1992 - 1994
Job President at Reins Financial Group
Industry Management Consulting
Experience
Reins Financial Group October 2009 - Present
JESUP & LAMONT, INC. 2008 - September 2011
KIESELSTEIN-CORD ENTERPRISES, INC. 2008 - 2010
FALCON ENOS INVESTORS, LLC 2006 - 2008
PALI CAPITAL, INC. 2006 - 2008
BUCCINO & ASSOCIATES, INC. 2002 - 2005
SOURCE MEDIA, INC. 2001 - 2002
AdStar, Inc. 1999 - 2001
BANKERS TRUST COMPANY 1992 - 1994
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION 1987 - 1992
Skills
Restructuring, Investments, Strategy, Managerial Finance, Joint Ventures, Mergers, Corporate Finance, Private Equity, Venture Capital, Due Diligence, Alternative Investments, Debt, Capital Markets, Business Strategy, Investment Banking, Financial Modeling, Valuation, Equities
Education
Fordham University School of Law 1976 — 1980
JD
City University of New York City College 1970 — 1971
Bachelor's degree
Yeshiva University 1967 — 1970
Reins Financial Group October 2009 - Present
JESUP & LAMONT, INC. 2008 - September 2011
KIESELSTEIN-CORD ENTERPRISES, INC. 2008 - 2010
FALCON ENOS INVESTORS, LLC 2006 - 2008
PALI CAPITAL, INC. 2006 - 2008
BUCCINO & ASSOCIATES, INC. 2002 - 2005
SOURCE MEDIA, INC. 2001 - 2002
AdStar, Inc. 1999 - 2001
BANKERS TRUST COMPANY 1992 - 1994
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION 1987 - 1992
Skills
Restructuring, Investments, Strategy, Managerial Finance, Joint Ventures, Mergers, Corporate Finance, Private Equity, Venture Capital, Due Diligence, Alternative Investments, Debt, Capital Markets, Business Strategy, Investment Banking, Financial Modeling, Valuation, Equities
Education
Fordham University School of Law 1976 — 1980
JD
City University of New York City College 1970 — 1971
Bachelor's degree
Yeshiva University 1967 — 1970
Stephen Delfino Stephen Delfino's Bankers Trust Company Experience September 1986 - May 1996
Job Financial Services Executive
Industry Financial Services
Experience
JP Morgan Chase June 2010 - Present
Fidelity Investments May 2007 - April 2010
JPMorgan Chase May 1998 - May 2007
Putnam Investments May 1996 - April 1998
Bankers Trust Company September 1986 - May 1996
Skills
Risk Management, Operations Management, Product Management, Customer Relations, Lean Manufacturing
Education
City University of New York-Baruch College - Zicklin School of Business 1979 — 1983
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
JP Morgan Chase June 2010 - Present
Fidelity Investments May 2007 - April 2010
JPMorgan Chase May 1998 - May 2007
Putnam Investments May 1996 - April 1998
Bankers Trust Company September 1986 - May 1996
Skills
Risk Management, Operations Management, Product Management, Customer Relations, Lean Manufacturing
Education
City University of New York-Baruch College - Zicklin School of Business 1979 — 1983
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Berk Nowak Berk Nowak's Bankers Trust Company Experience 1994 - 1999
Job Partner and Portfolio Manager at Brown Advisory | Thoughtful Investing
Industry Financial Services
Experience
Brown Advisory June 2015 - Present
Highmount Capital 2002 - June 2015
Trainer Wortham 1999 - 2002
Bankers Trust Company 1994 - 1999
Education
Bucknell University 1988 — 1992
B.A., Economics
Morristown-Beard School 1983 — 1988
Pingry 1979 — 1983
The Peck School 1975 — 1979
Harvard University
Brown Advisory June 2015 - Present
Highmount Capital 2002 - June 2015
Trainer Wortham 1999 - 2002
Bankers Trust Company 1994 - 1999
Education
Bucknell University 1988 — 1992
B.A., Economics
Morristown-Beard School 1983 — 1988
Pingry 1979 — 1983
The Peck School 1975 — 1979
Harvard University
Edward Beurnier's Bankers Trust Company Experience 1973 - 1980
Job Financial Planner at Richmond Financial Associates
Industry Financial Services
Experience
Richmond Financial Associates May 2007 - Present
Alliance Resume Service 1990 - Present
Staten Island JSEC 2000 - 2011
Bernard Herold & Co., Inc. 1999 - 2007
Fleet Bank 1975 - 2000
Bankers Trust Company 1973 - 1980
Skills
Securities, Strategic Financial..., IRAs, Investments, Financial Services, Retirement, Finance, Business Planning, Risk Management, 401k, Small Business, Mutual Funds, Leadership, Insurance, Retirement Planning, Asset Management, Equities, Portfolio Management, Series 7, Series 63, Hedge Funds, Fixed Income, Loans, Financial Analysis, Banking, Strategic Planning, Capital Markets, Business
Education
City University of New York City College 1965 — 1970
Richmond Financial Associates May 2007 - Present
Alliance Resume Service 1990 - Present
Staten Island JSEC 2000 - 2011
Bernard Herold & Co., Inc. 1999 - 2007
Fleet Bank 1975 - 2000
Bankers Trust Company 1973 - 1980
Skills
Securities, Strategic Financial..., IRAs, Investments, Financial Services, Retirement, Finance, Business Planning, Risk Management, 401k, Small Business, Mutual Funds, Leadership, Insurance, Retirement Planning, Asset Management, Equities, Portfolio Management, Series 7, Series 63, Hedge Funds, Fixed Income, Loans, Financial Analysis, Banking, Strategic Planning, Capital Markets, Business
Education
City University of New York City College 1965 — 1970
Jay Gates Jay Gates's Bankers Trust Company Experience 1987 - 1990
Job Managing Partner Townhill Capital Partners LLC
Industry Venture Capital & Private Equity
Experience
Townhill Capital Partners April 2012 - Present
FrontStreet Facility Solutions, Inc July 2012 - Present
RiverRoad Waste Solutions, Inc. September 2010 - Present
Charterhouse Equity Partners, LLC March 2012 - Present
Charterhouse Group Inc April 1994 - April 2012
LogistiCare Solutions Inc. 2004 - 2007
OAKLEAF Waste Management 2003 - 2007
MP TotalCare Inc 1999 - 2005
Arthur Andersen June 1992 - April 1994
Bankers Trust Company 1987 - 1990
Skills
Private Equity, Deal Sourcing, Structuring Transactions, Board Representation, Business Strategy, Bank Financing, Mergers & Acquisitions, Growth Capital, Senior Debt, Strategic Planning, Venture Capital, Buyouts, Due Diligence, Strategy, Capital, Corporate Finance, Equities, Finance, Financial Modeling, Financial Structuring, Investments, Negotiation, Recapitalizations, Restructuring, Turn Around Management, Valuation
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
Binghamton University 1983 — 1987
BA, Economics
Townhill Capital Partners April 2012 - Present
FrontStreet Facility Solutions, Inc July 2012 - Present
RiverRoad Waste Solutions, Inc. September 2010 - Present
Charterhouse Equity Partners, LLC March 2012 - Present
Charterhouse Group Inc April 1994 - April 2012
LogistiCare Solutions Inc. 2004 - 2007
OAKLEAF Waste Management 2003 - 2007
MP TotalCare Inc 1999 - 2005
Arthur Andersen June 1992 - April 1994
Bankers Trust Company 1987 - 1990
Skills
Private Equity, Deal Sourcing, Structuring Transactions, Board Representation, Business Strategy, Bank Financing, Mergers & Acquisitions, Growth Capital, Senior Debt, Strategic Planning, Venture Capital, Buyouts, Due Diligence, Strategy, Capital, Corporate Finance, Equities, Finance, Financial Modeling, Financial Structuring, Investments, Negotiation, Recapitalizations, Restructuring, Turn Around Management, Valuation
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
Binghamton University 1983 — 1987
BA, Economics
Tony C. Aguilar Tony C. Aguilar's Bankers Trust Company Experience September 1982 - August 1988
Job Director Business Development Goodwill Industries
Industry Nonprofit Organization Management
Experience
Goodwill Industries 2013 - Present
Flatbush Church of the Redeemer 2006 - 2013
Metropolitan New York Synod Evangelical Lutheran Church of America September 1998 - January 2009
Industrial Areas Foundation October 1988 - August 1998
Bankers Trust Company September 1982 - August 1988
Skills
Fundraising, Community Organizing, Preaching, Theology, Biblical Studies, Public Speaking, Religious Studies, Social Justice, Leadership Development, Community Outreach, Writing, Organizational..., Teaching, Community Service, Religion, Non-profits, Church Growth, Grant Writing, Strategic Planning, Discipleship, Blogging, Nonprofits, Volunteer Management, Pastoral Care, Grants, Leadership, Conflict Resolution
Education
Baruch College 1975 — 1979
Business Administration and Management
Lutheran Theological Seminary of Philadelphia
Theology
Goodwill Industries 2013 - Present
Flatbush Church of the Redeemer 2006 - 2013
Metropolitan New York Synod Evangelical Lutheran Church of America September 1998 - January 2009
Industrial Areas Foundation October 1988 - August 1998
Bankers Trust Company September 1982 - August 1988
Skills
Fundraising, Community Organizing, Preaching, Theology, Biblical Studies, Public Speaking, Religious Studies, Social Justice, Leadership Development, Community Outreach, Writing, Organizational..., Teaching, Community Service, Religion, Non-profits, Church Growth, Grant Writing, Strategic Planning, Discipleship, Blogging, Nonprofits, Volunteer Management, Pastoral Care, Grants, Leadership, Conflict Resolution
Education
Baruch College 1975 — 1979
Business Administration and Management
Lutheran Theological Seminary of Philadelphia
Theology
Alex Kern Alex Kern's Bankers Trust Company Experience August 1988 - May 1990
Job One to One Behavior Therapist
Industry Financial Services
Experience
KernAmerica March 2012 - Present
KernAmerica June 2008 - Present
New York Mercantile Exchange December 2005 - June 2008
New York Mercantile Exchange 1991 - 2007
ABN AMRO 1992 - 2005
Bear Stearns October 1991 - August 1993
Arb Oil July 1991 - October 1991
CIT Group/Business Credit May 1990 - May 1991
Bankers Trust Company August 1988 - May 1990
Skills
Applied Behavior..., Special Education, Differentiated..., Classroom Management, Lesson Planning, Curriculum Development, Curriculum Design, Tutoring, Elementary Education, IEP
Education
Manhattanville College 2011 — 2013
MPS candidate, Special Education/BCBA
Binghamton University 1983 — 1988
B.A, Political Science; Economics
john h. glenn h.s.
KernAmerica March 2012 - Present
KernAmerica June 2008 - Present
New York Mercantile Exchange December 2005 - June 2008
New York Mercantile Exchange 1991 - 2007
ABN AMRO 1992 - 2005
Bear Stearns October 1991 - August 1993
Arb Oil July 1991 - October 1991
CIT Group/Business Credit May 1990 - May 1991
Bankers Trust Company August 1988 - May 1990
Skills
Applied Behavior..., Special Education, Differentiated..., Classroom Management, Lesson Planning, Curriculum Development, Curriculum Design, Tutoring, Elementary Education, IEP
Education
Manhattanville College 2011 — 2013
MPS candidate, Special Education/BCBA
Binghamton University 1983 — 1988
B.A, Political Science; Economics
john h. glenn h.s.
Kathy McAndrew's Bankers Trust Company Experience November 1983 - July 1989
Job Manager Campus IT Trafalgar at Sheridan Institute of Technology and Advance Learning
Industry Information Technology and Services
Experience
Sheridan Institute of Technology and Advance Learning July 2015 - Present
Hamilton Wentworth District School Board October 2013 - Present
MapleCore Ltd. July 2012 - July 2013
TJX Canada February 2011 - July 2012
First Canadian Title July 2010 - February 2011
Konverge Digital Solutions July 2007 - July 2010
Metroland November 2006 - August 2007
Chefs Kitchen 2004 - 2006
Bankers Trust Company November 1983 - July 1989
Simon and Schuster February 1982 - November 1983
Skills
Software Project..., Business Analysis, Process Improvement, Customer Experience, Employee Engagement, Customer Retention, Troubleshooting, Career Development, Strategic Communications, Custom Software..., Requirements Gathering, Fit/Gap Analysis, Risk Assessment, Project Execution, Product Launch, Cross-functional Team..., Software Consulting, Project Portfolio..., Business Process..., Conflict Resolution, Web Content Management, Vendor Management, Project Management, IT Strategy, Requirements Analysis, Business, Negotiation, Risk Management, PMO, Resource Management, Software Documentation, Team Leadership, SDLC, IT Management, Agile Methodologies, Testing, Software Development, Strategy, SaaS, Management, E-commerce, Leadership, Project Planning, Quality Assurance, PMP, Disaster Recovery, CRM, Business Intelligence, Systems Analysis, Integration
Education
Humber College 2003 — 2004
Early Education/Special Needs
State University of New York at Stony Brook 1990 — 1992
Prerequisite Completion, Nursing, 4.0
City University of New York-Baruch College 1983 — 1984
Business, actuarial science
Suffolk County Community College 1979 — 1981
Associate of Science (A.S.), Computer Science, 3.86
Sheridan Institute of Technology and Advance Learning July 2015 - Present
Hamilton Wentworth District School Board October 2013 - Present
MapleCore Ltd. July 2012 - July 2013
TJX Canada February 2011 - July 2012
First Canadian Title July 2010 - February 2011
Konverge Digital Solutions July 2007 - July 2010
Metroland November 2006 - August 2007
Chefs Kitchen 2004 - 2006
Bankers Trust Company November 1983 - July 1989
Simon and Schuster February 1982 - November 1983
Skills
Software Project..., Business Analysis, Process Improvement, Customer Experience, Employee Engagement, Customer Retention, Troubleshooting, Career Development, Strategic Communications, Custom Software..., Requirements Gathering, Fit/Gap Analysis, Risk Assessment, Project Execution, Product Launch, Cross-functional Team..., Software Consulting, Project Portfolio..., Business Process..., Conflict Resolution, Web Content Management, Vendor Management, Project Management, IT Strategy, Requirements Analysis, Business, Negotiation, Risk Management, PMO, Resource Management, Software Documentation, Team Leadership, SDLC, IT Management, Agile Methodologies, Testing, Software Development, Strategy, SaaS, Management, E-commerce, Leadership, Project Planning, Quality Assurance, PMP, Disaster Recovery, CRM, Business Intelligence, Systems Analysis, Integration
Education
Humber College 2003 — 2004
Early Education/Special Needs
State University of New York at Stony Brook 1990 — 1992
Prerequisite Completion, Nursing, 4.0
City University of New York-Baruch College 1983 — 1984
Business, actuarial science
Suffolk County Community College 1979 — 1981
Associate of Science (A.S.), Computer Science, 3.86
Christoph Schmidt's Bankers Trust Company Experience 1987 - 1992
Job Sr. VP, CIO at CSI Leasing, Inc.
Industry Financial Services
Experience
CSI Leasing, Inc. October 2002 - Present
SLP Capital 1998 - 2002
Alarm Acquisition Group, LLC 1997 - 1998
NationsBank 1992 - 1997
Bankers Trust Company 1987 - 1992
Manufacturers Hanover Trust 1982 - 1987
Skills
Business Process, MIS, Corporate Finance, Strategic Planning, Mergers & Acquisitions, Strategy, Start-ups, Risk Management, Due Diligence, Leadership, Capital Markets, Enterprise Software, Change Management, Finance, Private Equity, Investment Banking, Financial Risk, Salesforce.com, Derivatives, Financial Services, Negotiation, Business Analysis, Process Improvement, Vendor Management, Business Strategy, Portfolio Management, CRM, Management Consulting
Education
Washington University in St. Louis
Masters
Brown University 1978 — 1982
B.A., w/ Honors
CSI Leasing, Inc. October 2002 - Present
SLP Capital 1998 - 2002
Alarm Acquisition Group, LLC 1997 - 1998
NationsBank 1992 - 1997
Bankers Trust Company 1987 - 1992
Manufacturers Hanover Trust 1982 - 1987
Skills
Business Process, MIS, Corporate Finance, Strategic Planning, Mergers & Acquisitions, Strategy, Start-ups, Risk Management, Due Diligence, Leadership, Capital Markets, Enterprise Software, Change Management, Finance, Private Equity, Investment Banking, Financial Risk, Salesforce.com, Derivatives, Financial Services, Negotiation, Business Analysis, Process Improvement, Vendor Management, Business Strategy, Portfolio Management, CRM, Management Consulting
Education
Washington University in St. Louis
Masters
Brown University 1978 — 1982
B.A., w/ Honors
Thomas Atwood, CFA's Bankers Trust Company Experience April 1993 - March 1994
Job Director, Process Engineering and Program Management at Ingenico Group
Industry Information Technology and Services
Experience
Ingenico Mobile Solutions (formerly ROAM) August 2013 - Present
Pentucket Research May 2012 - May 2015
Ingenico Mobile Solutions (formerly ROAM Data, Inc.) May 2012 - August 2013
Pentucket Capital Management, LLC April 2008 - May 2012
Stark Investments November 2006 - April 2008
Whitebridge Management Company, LLC January 2005 - November 2006
Wellington Management Company, LLP July 1998 - December 2004
Wellington Management Company, LLP October 1995 - July 1998
Putnam Investments April 1994 - October 1995
Bankers Trust Company April 1993 - March 1994
Skills
Hedge Funds, Equities, Portfolio Management, Equity Research, Investments, Valuation, Bloomberg, Mutual Funds, Alternative Investments, Asset Management, Finance, Company Valuation, Venture Capital, Investment Management, Asset Allocation, Fixed Income, Financial Modeling, Investment Strategies, Securities, Corporate Finance, Competitive Analysis, Capital Markets, ETFs, Options, Risk Management, Equity Valuation, Fund Of Funds, Financial Markets, Trading, Trading Strategies, Comparable Analysis, Enterprise Valuation, Global Asset Management, Industry Analysis, Stock Picking, Valuation Modeling, FactSet, C#, F#, R
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
Boston College 1994 — 1996
MS, Finance, 3.28
Bentley University 1988 — 1992
BS, Economics-Finance, 3.43
Pentucket Regional High School 1984 — 1988
High School Diploma
Ingenico Mobile Solutions (formerly ROAM) August 2013 - Present
Pentucket Research May 2012 - May 2015
Ingenico Mobile Solutions (formerly ROAM Data, Inc.) May 2012 - August 2013
Pentucket Capital Management, LLC April 2008 - May 2012
Stark Investments November 2006 - April 2008
Whitebridge Management Company, LLC January 2005 - November 2006
Wellington Management Company, LLP July 1998 - December 2004
Wellington Management Company, LLP October 1995 - July 1998
Putnam Investments April 1994 - October 1995
Bankers Trust Company April 1993 - March 1994
Skills
Hedge Funds, Equities, Portfolio Management, Equity Research, Investments, Valuation, Bloomberg, Mutual Funds, Alternative Investments, Asset Management, Finance, Company Valuation, Venture Capital, Investment Management, Asset Allocation, Fixed Income, Financial Modeling, Investment Strategies, Securities, Corporate Finance, Competitive Analysis, Capital Markets, ETFs, Options, Risk Management, Equity Valuation, Fund Of Funds, Financial Markets, Trading, Trading Strategies, Comparable Analysis, Enterprise Valuation, Global Asset Management, Industry Analysis, Stock Picking, Valuation Modeling, FactSet, C#, F#, R
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
Boston College 1994 — 1996
MS, Finance, 3.28
Bentley University 1988 — 1992
BS, Economics-Finance, 3.43
Pentucket Regional High School 1984 — 1988
High School Diploma
Nicole Niceforo's Bankers Trust Company Experience 1996 - 1997
Job
Industry Financial Services
Experience
UBS Global Asset Management 2007 - 2011
UBS Investment Bank June 2006 - August 2006
Smith Barney - Citigroup 2001 - 2005
ABN AMRO Bank N.V. 1999 - 2001
J.P. Morgan 1997 - 1999
Bankers Trust Company 1996 - 1997
Skills
Emerging Markets, Fixed Income, Capital Markets, Equities, Trading, Financial Markets, Latin America, Options, Spanish, Business Development, International Finance, Financial Services, Bonds, Asset Management, International Relations, Client Relationship..., Series 7, Institutional, CRM, Corporate Finance, Portuguese, Foreign Languages, Central Banks, Sales, Sovereign, Offshore, Mexico, International Affairs, Cross-border...
Education
Columbia University in the City of New York
Masters of International Affairs
New York University
Graduate Certificate
Boston University
B.A.
Cold Spring Harbor High School
UBS Global Asset Management 2007 - 2011
UBS Investment Bank June 2006 - August 2006
Smith Barney - Citigroup 2001 - 2005
ABN AMRO Bank N.V. 1999 - 2001
J.P. Morgan 1997 - 1999
Bankers Trust Company 1996 - 1997
Skills
Emerging Markets, Fixed Income, Capital Markets, Equities, Trading, Financial Markets, Latin America, Options, Spanish, Business Development, International Finance, Financial Services, Bonds, Asset Management, International Relations, Client Relationship..., Series 7, Institutional, CRM, Corporate Finance, Portuguese, Foreign Languages, Central Banks, Sales, Sovereign, Offshore, Mexico, International Affairs, Cross-border...
Education
Columbia University in the City of New York
Masters of International Affairs
New York University
Graduate Certificate
Boston University
B.A.
Cold Spring Harbor High School
Jeff Cohen's Bankers Trust Company Experience 1988 - 1995
Job
Industry Financial Services
Experience
Computershare January 2012 - Present
BNY Mellon May 2000 - January 2012
Mellon Investor Services May 2000 - June 2007
The Bank of New York December 1995 - May 2000
Bankers Trust Company 1988 - 1995
Bankers Trust Company 1988 - 1995
Education
Columbia Business School 1987 — 1988
MBA
Binghamton University 1979 — 1983
BA
Computershare January 2012 - Present
BNY Mellon May 2000 - January 2012
Mellon Investor Services May 2000 - June 2007
The Bank of New York December 1995 - May 2000
Bankers Trust Company 1988 - 1995
Bankers Trust Company 1988 - 1995
Education
Columbia Business School 1987 — 1988
MBA
Binghamton University 1979 — 1983
BA
Dr Heidy Kashef's Bankers Trust Company Experience November 1997 - April 1999
Job Marketing & Awareness CoChair / International Diversity Week CoChair at GTB Americas Diversity & Inclusion
Industry Investment Banking
Experience
Deutsche Bank Trust Company Americas Institutional Cash & Securities Services January 2015 - Present
GTB Americas Diversity & Inclusion January 2012 - Present
Deutsche Bank Trust Company Americas - Global Transaction Banking February 2010 - Present
ABANA "Arab Banking Association of North America" January 2008 - Present
Deutsche Bank - Trust & Securities Services / Global Equity Services February 2002 - February 2010
Deutsche Bank (formally Bankers Trust Company) April 1999 - February 2002
Bankers Trust Company November 1997 - April 1999
Republic National Bank of NY October 1988 - December 1996
Skills
ABANA Member, Investment Banking, Investor Relations, Team Building, Customer Relations, Coaching, Tutoring, Mergers, Travel, Swimming, Gymnastics, iPod, Blackberry, Creative Crystal..., Swarovski Crystal..., Access, Excel, Microsoft Office, PowerPoint, Word, Microsoft Word, Microsoft Excel, Mergers & Acquisitions, Equities, Strategic Planning, Risk Management, Financial Services, Financial Markets, Securities, Organizational..., Hedge Funds, Fixed Income, Capital Markets, Banking, Corporate Finance, Investments
Education
Ain Shams University
Bachelor of Arts & Literature, English Drama, Poetry & Criticism
Boston University
PhD, English Art & Literature
The American University in Cairo
Master of Arts (M.A.), Poetry, Practical & Theoretical Criticism
Deutsche Bank Trust Company Americas Institutional Cash & Securities Services January 2015 - Present
GTB Americas Diversity & Inclusion January 2012 - Present
Deutsche Bank Trust Company Americas - Global Transaction Banking February 2010 - Present
ABANA "Arab Banking Association of North America" January 2008 - Present
Deutsche Bank - Trust & Securities Services / Global Equity Services February 2002 - February 2010
Deutsche Bank (formally Bankers Trust Company) April 1999 - February 2002
Bankers Trust Company November 1997 - April 1999
Republic National Bank of NY October 1988 - December 1996
Skills
ABANA Member, Investment Banking, Investor Relations, Team Building, Customer Relations, Coaching, Tutoring, Mergers, Travel, Swimming, Gymnastics, iPod, Blackberry, Creative Crystal..., Swarovski Crystal..., Access, Excel, Microsoft Office, PowerPoint, Word, Microsoft Word, Microsoft Excel, Mergers & Acquisitions, Equities, Strategic Planning, Risk Management, Financial Services, Financial Markets, Securities, Organizational..., Hedge Funds, Fixed Income, Capital Markets, Banking, Corporate Finance, Investments
Education
Ain Shams University
Bachelor of Arts & Literature, English Drama, Poetry & Criticism
Boston University
PhD, English Art & Literature
The American University in Cairo
Master of Arts (M.A.), Poetry, Practical & Theoretical Criticism
Scott Deo's Bankers Trust Company Experience October 1992 - March 1998
Job Director Investment Operations & Risk Management at AlcatelLucent
Industry Investment Management
Experience
Alcatel-Lucent March 2008 - Present
Alcatel-Lucent February 2005 - March 2008
Alcatel-Lucent September 2002 - February 2005
Deutsche Bank/Bankers Trust Company March 1998 - September 2002
Bankers Trust Company October 1992 - March 1998
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2007
MS, Business Management - Finance
Albright College 1988 — 1992
B.S., Business Administartion - Finance
Alcatel-Lucent March 2008 - Present
Alcatel-Lucent February 2005 - March 2008
Alcatel-Lucent September 2002 - February 2005
Deutsche Bank/Bankers Trust Company March 1998 - September 2002
Bankers Trust Company October 1992 - March 1998
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2007
MS, Business Management - Finance
Albright College 1988 — 1992
B.S., Business Administartion - Finance
Paris Banis's Bankers Trust Company Experience February 1995 - December 1996
Job Owner, Banis Capital Management
Industry Financial Services
Experience
Banis Capital Management January 2000 - Present
Gruss & Co. March 1998 - January 2000
Paribas Corporation December 1996 - March 1998
Bankers Trust Company February 1995 - December 1996
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
BBA, Corporate Finance and Investments
Banis Capital Management January 2000 - Present
Gruss & Co. March 1998 - January 2000
Paribas Corporation December 1996 - March 1998
Bankers Trust Company February 1995 - December 1996
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
BBA, Corporate Finance and Investments
David Osborne's Bankers Trust Company Experience May 1988 - September 1994
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America February 2012 - Present
Hawaiian Airlines May 2005 - February 2012
Bank of New York September 2004 - April 2005
Deutsche Bank September 2001 - June 2004
Plural March 1995 - September 2001
Bankers Trust Company May 1988 - September 1994
Irving Trust 1984 - 1986
Skills
IT Governance, Business Analysis, E-commerce, Business Intelligence, Vendor Management, Integration, Disaster Recovery, Governance, Leadership, Strategic Planning, Management, Enterprise Architecture, Strategy, Business Process, Change Management, Cloud Computing, Sales, IT Management, Project Portfolio..., Requirements Analysis, Microsoft SQL Server, Software Development, Business Process..., Software Project..., CRM, Architecture, Business Transformation, Cross-functional Team..., Data Center, Data Warehousing, Enterprise Software, ITIL, Information Technology, Management Consulting, Outsourcing, PMO, PMP, Process Improvement, Product Management, Risk Management, SaaS, Team Leadership
Education
Aston University
Bank of America February 2012 - Present
Hawaiian Airlines May 2005 - February 2012
Bank of New York September 2004 - April 2005
Deutsche Bank September 2001 - June 2004
Plural March 1995 - September 2001
Bankers Trust Company May 1988 - September 1994
Irving Trust 1984 - 1986
Skills
IT Governance, Business Analysis, E-commerce, Business Intelligence, Vendor Management, Integration, Disaster Recovery, Governance, Leadership, Strategic Planning, Management, Enterprise Architecture, Strategy, Business Process, Change Management, Cloud Computing, Sales, IT Management, Project Portfolio..., Requirements Analysis, Microsoft SQL Server, Software Development, Business Process..., Software Project..., CRM, Architecture, Business Transformation, Cross-functional Team..., Data Center, Data Warehousing, Enterprise Software, ITIL, Information Technology, Management Consulting, Outsourcing, PMO, PMP, Process Improvement, Product Management, Risk Management, SaaS, Team Leadership
Education
Aston University
Maggie Xie's Bankers Trust Company Experience June 1996 - November 1997
Job Sr. Database and Data Warehouse Architect
Industry Information Technology and Services
Experience
Credit Suisse May 2005 - Present
JP Morgan Chase November 1997 - May 2005
Bankers Trust Company June 1996 - November 1997
American International Group February 1995 - June 1996
Thomson Financial / Carson February 1994 - January 1995
Skills
ETL, Data Warehousing, Data Modeling, SDLC, Oracle, Business Intelligence, Sybase, Informatica, Requirements Analysis, Business Analysis, Master Data Management, SQL, Microsoft SQL Server, Unix, PL/SQL
Education
City University of New York City College 1990 — 1993
Master of Science (M.S.), Computer Science
Credit Suisse May 2005 - Present
JP Morgan Chase November 1997 - May 2005
Bankers Trust Company June 1996 - November 1997
American International Group February 1995 - June 1996
Thomson Financial / Carson February 1994 - January 1995
Skills
ETL, Data Warehousing, Data Modeling, SDLC, Oracle, Business Intelligence, Sybase, Informatica, Requirements Analysis, Business Analysis, Master Data Management, SQL, Microsoft SQL Server, Unix, PL/SQL
Education
City University of New York City College 1990 — 1993
Master of Science (M.S.), Computer Science
Gwen Ng's Bankers Trust Company Experience 1993 - 1998
Job Founder at GN Franchise Consulting
Industry Professional Training & Coaching
Experience
GN Franchise Consulting February 2013 - Present
Julius Baer Investment Advisory Ltd. 1999 - 2001
Bankers Trust Company 1993 - 1998
Bankers Trust Company 1992 - 1993
Sumitomo Trust & Banking 1990 - 1992
Skills
Strategic Planning, Entrepreneurship, Business Strategy, Business Planning, Marketing, Marketing Strategy
Education
Harvard University 1986 — 1990
Bachelor’s Degree, Economics
Boston Latin School 1980 — 1986
High School
GN Franchise Consulting February 2013 - Present
Julius Baer Investment Advisory Ltd. 1999 - 2001
Bankers Trust Company 1993 - 1998
Bankers Trust Company 1992 - 1993
Sumitomo Trust & Banking 1990 - 1992
Skills
Strategic Planning, Entrepreneurship, Business Strategy, Business Planning, Marketing, Marketing Strategy
Education
Harvard University 1986 — 1990
Bachelor’s Degree, Economics
Boston Latin School 1980 — 1986
High School
Marie Stein's Bankers Trust Company Experience 1994 - 1998
Job Risk, Compliance and Culture
Industry Financial Services
Experience
Financial Industry Regulatory Authority 2011 - Present
Kiva.org May 2014 - September 2014
Fidelity National Information Services February 2013 - April 2014
Various September 2008 - December 2012
City National Bank 2006 - June 2008
City National Bank 2002 - 2006
Bankers Trust Company 1994 - 1998
Fidelity Investments 1986 - 1993
Skills
Risk Management, Enterprise Risk..., Financial Risk, Securities, Financial Services, Corporate Governance, Management, Internal Audit, AML, Operational Risk, Risk Assessment, Compliance, Strategy, Internal Controls, Operational Risk..., Mediation, Financial Regulation, Regulations, Credit, Banking, Regulatory Risk, Process Improvement, BSA, Writing, Anti Money Laundering, Regulatory Compliance, Policies & Procedures
Education
Boston University School of Law
JD
University of Southern California 1999 — 2001
MFA, Stark Producing Program, Cinematic Arts
Brown University
AB, International Relations
Pepperdine University School of Law
Mediating the Litigated Case, Straus Institute for Dispute Resolution
Center For Dispute Resolution
Mediation and Conflict Resolution
LACBA/Center for Civic Mediation
Basic and Advanced Mediation Skills Practicum
Financial Industry Regulatory Authority 2011 - Present
Kiva.org May 2014 - September 2014
Fidelity National Information Services February 2013 - April 2014
Various September 2008 - December 2012
City National Bank 2006 - June 2008
City National Bank 2002 - 2006
Bankers Trust Company 1994 - 1998
Fidelity Investments 1986 - 1993
Skills
Risk Management, Enterprise Risk..., Financial Risk, Securities, Financial Services, Corporate Governance, Management, Internal Audit, AML, Operational Risk, Risk Assessment, Compliance, Strategy, Internal Controls, Operational Risk..., Mediation, Financial Regulation, Regulations, Credit, Banking, Regulatory Risk, Process Improvement, BSA, Writing, Anti Money Laundering, Regulatory Compliance, Policies & Procedures
Education
Boston University School of Law
JD
University of Southern California 1999 — 2001
MFA, Stark Producing Program, Cinematic Arts
Brown University
AB, International Relations
Pepperdine University School of Law
Mediating the Litigated Case, Straus Institute for Dispute Resolution
Center For Dispute Resolution
Mediation and Conflict Resolution
LACBA/Center for Civic Mediation
Basic and Advanced Mediation Skills Practicum
John Stamm's Bankers Trust Company Experience 1964 - 1982
Job Financial Services Professional
Industry Financial Services
Experience
TIAA-CREF 2008 - 2009
Altigro Pension Services 2006 - 2007
ADP Retirement Services 2005 - 2006
Mellon Bank 2002 - 2004
Morgan Stanley Dean Witter 1999 - 2001
AIMS Consulting 1982 - 1998
Bankers Trust Company 1964 - 1982
Skills
Wealth Management, Securities, Equities, Pensions, Relationship Management, Portfolio Management, Mutual Funds, Investments
Education
City University of New York
TIAA-CREF 2008 - 2009
Altigro Pension Services 2006 - 2007
ADP Retirement Services 2005 - 2006
Mellon Bank 2002 - 2004
Morgan Stanley Dean Witter 1999 - 2001
AIMS Consulting 1982 - 1998
Bankers Trust Company 1964 - 1982
Skills
Wealth Management, Securities, Equities, Pensions, Relationship Management, Portfolio Management, Mutual Funds, Investments
Education
City University of New York
Michael Heller, PMP mikeheller99@aol.com's Bankers Trust Company Experience April 1991 - June 1992
Job IT Infrastructure PM. HW/SW and ITIL process improvements plus Bus. Cont./DR SME. Passed CBCP exam. MBA.
Industry Information Technology and Services
Experience
JP Morgan Chase March 2003 - December 2008
Johnson & Johnson (OrthoBiotech) March 2002 - January 2003
Prudential Financial December 2001 - March 2002
Global Network Technology Services October 1999 - July 2001
Rhodia May 1998 - October 1999
Prudential Financial September 1995 - May 1998
Journal of Commerce June 1992 - July 1995
BANKERS TRUST COMPANY April 1991 - June 1992
Credit Suisse First Boston December 1985 - March 1991
Salomon Brothers February 1982 - December 1985
Skills
Vendor Management, Disaster Recovery, SDLC, ITIL, Project Management, Process Improvement, Program Management, Visio, Unix, Data Center, Business Analysis
Education
Baruch College, City University of New York (CUNY) 1967 — 1977
MBA, Computer Methodologies
City University of New York City College 1961 — 1967
BS, Mathematics
JP Morgan Chase March 2003 - December 2008
Johnson & Johnson (OrthoBiotech) March 2002 - January 2003
Prudential Financial December 2001 - March 2002
Global Network Technology Services October 1999 - July 2001
Rhodia May 1998 - October 1999
Prudential Financial September 1995 - May 1998
Journal of Commerce June 1992 - July 1995
BANKERS TRUST COMPANY April 1991 - June 1992
Credit Suisse First Boston December 1985 - March 1991
Salomon Brothers February 1982 - December 1985
Skills
Vendor Management, Disaster Recovery, SDLC, ITIL, Project Management, Process Improvement, Program Management, Visio, Unix, Data Center, Business Analysis
Education
Baruch College, City University of New York (CUNY) 1967 — 1977
MBA, Computer Methodologies
City University of New York City College 1961 — 1967
BS, Mathematics
Nat Jeppson's Bankers Trust Company Experience 1993 - 1996
Job Partner at Aureus Asset Management
Industry Financial Services
Experience
Aureus Asset Management January 2005 - Present
Allen & Company Incorporated 1998 - 2001
Bankers Trust Company 1993 - 1996
Skills
Wealth Management, Strategic Financial...
Education
University of Pennsylvania - The Wharton School 1996 — 1998
Master of Business Administration (MBA), Private Equity Finance
Bowdoin College 1988 — 1991
Aureus Asset Management January 2005 - Present
Allen & Company Incorporated 1998 - 2001
Bankers Trust Company 1993 - 1996
Skills
Wealth Management, Strategic Financial...
Education
University of Pennsylvania - The Wharton School 1996 — 1998
Master of Business Administration (MBA), Private Equity Finance
Bowdoin College 1988 — 1991
Thomas J. Delaney's Bankers Trust Company Experience 1985 - 1989
Job Vice President, Business Sector Manager at Atkins North America
Industry Management Consulting
Experience
Atkins (acquired PBS&J -2011) October 2009 - Present
Post Buckley Schuh & Jernigan (PBS&J) 2006 - 2009
Post Buckley Schuh & Jernigan (PBS&J) 2001 - 2006
Leapfrog Smart Products 2000 - 2001
American Express 1998 - 2001
MTA New York City Transit 1989 - 1998
Bankers Trust Company 1985 - 1989
Skills
Public Transport, Strategy, Highways, New Business Development, Traffic Engineering, Program Management, Transportation Planning, Transportation..., Project Management, Road Traffic, Strategic Partnerships
Education
City University of New York-Baruch College 1989 — 1994
Master of Business Administration (MBA), Industrial/Organizational Management, 3.8
Stony Brook University 1981 — 1985
Bachelor of Arts (B.A.), Economics, Psychology, 3.3
Atkins (acquired PBS&J -2011) October 2009 - Present
Post Buckley Schuh & Jernigan (PBS&J) 2006 - 2009
Post Buckley Schuh & Jernigan (PBS&J) 2001 - 2006
Leapfrog Smart Products 2000 - 2001
American Express 1998 - 2001
MTA New York City Transit 1989 - 1998
Bankers Trust Company 1985 - 1989
Skills
Public Transport, Strategy, Highways, New Business Development, Traffic Engineering, Program Management, Transportation Planning, Transportation..., Project Management, Road Traffic, Strategic Partnerships
Education
City University of New York-Baruch College 1989 — 1994
Master of Business Administration (MBA), Industrial/Organizational Management, 3.8
Stony Brook University 1981 — 1985
Bachelor of Arts (B.A.), Economics, Psychology, 3.3
Bobby Fabros's Bankers Trust Company Experience 1988 - 1991
Job Managing Director at Silver Leaf Partners
Industry Investment Management
Experience
Silver Leaf Partners March 2013 - Present
Centenium Advisors LLC 2006 - March 2013
Natixis January 2004 - June 2004
Natixis Commodity Markets January 2004 - June 2004
Natexis Bleichroeder January 2003 - June 2004
Arnhold and S. Bleichroeder 1993 - 2004
Bankers Trust Company 1988 - 1991
First Chicago 1985 - 1988
The First National Bank of Chicago 1985 - 1988
Chase Manhattan Bank 1976 - 1983
Education
Harvard Business School 1974 — 1976
Ateneo de Manila University 1968 — 1972
College
Ateneo de Manila University 1964 — 1968
High School
Silver Leaf Partners March 2013 - Present
Centenium Advisors LLC 2006 - March 2013
Natixis January 2004 - June 2004
Natixis Commodity Markets January 2004 - June 2004
Natexis Bleichroeder January 2003 - June 2004
Arnhold and S. Bleichroeder 1993 - 2004
Bankers Trust Company 1988 - 1991
First Chicago 1985 - 1988
The First National Bank of Chicago 1985 - 1988
Chase Manhattan Bank 1976 - 1983
Education
Harvard Business School 1974 — 1976
Ateneo de Manila University 1968 — 1972
College
Ateneo de Manila University 1964 — 1968
High School
Mark Boemio's Bankers Trust Company Experience 1993 - 2003
Job VP Regional Manager Computershare Shareowner Services
Industry Financial Services
Experience
Computershare Shareowner Services July 2004 - Present
BNY Mellon 2004 - January 2012
Bankers Trust/Deutsche Bank 1999 - 2003
Bankers Trust Company 1993 - 2003
Skills
Relationship Management, Securities, Derivatives, Financial Services, Equities, Banking, Capital Markets, Risk Management, Vendor Management, Business Analysis, Investment Banking, Financial Markets, Product Management, Corporate Actions, Options, Wealth Management, Mergers, Trading, Back Office, Operational Risk, Cash Management, Investment Management, Investor Relations, Global Custody
Education
Baruch College 1977 — 1982
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bernard M. Baruch College, CUNY 1977 — 1982
BBA, Business Administration & Management
Computershare Shareowner Services July 2004 - Present
BNY Mellon 2004 - January 2012
Bankers Trust/Deutsche Bank 1999 - 2003
Bankers Trust Company 1993 - 2003
Skills
Relationship Management, Securities, Derivatives, Financial Services, Equities, Banking, Capital Markets, Risk Management, Vendor Management, Business Analysis, Investment Banking, Financial Markets, Product Management, Corporate Actions, Options, Wealth Management, Mergers, Trading, Back Office, Operational Risk, Cash Management, Investment Management, Investor Relations, Global Custody
Education
Baruch College 1977 — 1982
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bernard M. Baruch College, CUNY 1977 — 1982
BBA, Business Administration & Management
Robert Jolson's Bankers Trust Company Experience April 1984 - April 1992
Job Chief Financial Officer at The Northwest Company
Industry Textiles
Experience
The Northwest Company May 2012 - Present
Fashion Accessory Bazaar LLC September 2009 - May 2012
Signature Apparel Group, LLC July 2007 - September 2009
T Juniors Inc 1992 - 2007
Bankers Trust Company April 1984 - April 1992
CIT Commercial Services February 1982 - April 1984
Skills
Financial Operations, Financial Modeling, Acquisition Integration, Cash Flow, Forecasting, Accounting, Finance, Mergers & Acquisitions, Business Development, Management, Financial Audits, Cash Management, Financial Analysis, Leadership, Financial Reporting, Managerial Finance, Strategic Planning, Cost Accounting, Sales, Restructuring
Education
Adelphi University 1985 — 1988
MBA, Finance
City University of New York-Baruch College - Zicklin School of Business 1973 — 1977
BBA
Forest Hills High School 1971 — 1973
academic
The Northwest Company May 2012 - Present
Fashion Accessory Bazaar LLC September 2009 - May 2012
Signature Apparel Group, LLC July 2007 - September 2009
T Juniors Inc 1992 - 2007
Bankers Trust Company April 1984 - April 1992
CIT Commercial Services February 1982 - April 1984
Skills
Financial Operations, Financial Modeling, Acquisition Integration, Cash Flow, Forecasting, Accounting, Finance, Mergers & Acquisitions, Business Development, Management, Financial Audits, Cash Management, Financial Analysis, Leadership, Financial Reporting, Managerial Finance, Strategic Planning, Cost Accounting, Sales, Restructuring
Education
Adelphi University 1985 — 1988
MBA, Finance
City University of New York-Baruch College - Zicklin School of Business 1973 — 1977
BBA
Forest Hills High School 1971 — 1973
academic
Rajan Govindan's Bankers Trust Company Experience 1971 - 1997
Job Management Consultant, Operations, Technology , Risk
Industry Investment Management
Experience
TRAPLN Partners LLC January 2008 - Present
Ironwood Global, LLC March 2011 - August 2012
Samoset Capital Group October 2008 - March 2011
Bear Stearns Asset Management September 1995 - December 2007
OC&C Strategy Consultants April 2002 - August 2005
Lord Abbett April 1998 - March 2002
Bankers Trust Company 1971 - 1997
Skills
Operations Management, Technology Development, Restructuring, Hedge Funds, Portfolio Management, Asset Managment, Mergers & Acquisitions, Leadership, Investment Management, Executive Management, Valuation, Financial Services, Outsourcing, Strategy, Private Equity, Mergers, Management Consulting, Risk Management, Asset Management, Finance, Management, Mutual Funds, Analysis, Equities, Fixed Income, Investments, Alternative Investments, Financial Risk, Due Diligence, Capital Markets, Investment Banking, Investment Strategies, Emerging Markets, Derivatives
Education
New York University 1969 — 1971
MS, Operation Research
Birla Institute of Technology and Science 1962 — 1967
BE, Structural Engineering
TRAPLN Partners LLC January 2008 - Present
Ironwood Global, LLC March 2011 - August 2012
Samoset Capital Group October 2008 - March 2011
Bear Stearns Asset Management September 1995 - December 2007
OC&C Strategy Consultants April 2002 - August 2005
Lord Abbett April 1998 - March 2002
Bankers Trust Company 1971 - 1997
Skills
Operations Management, Technology Development, Restructuring, Hedge Funds, Portfolio Management, Asset Managment, Mergers & Acquisitions, Leadership, Investment Management, Executive Management, Valuation, Financial Services, Outsourcing, Strategy, Private Equity, Mergers, Management Consulting, Risk Management, Asset Management, Finance, Management, Mutual Funds, Analysis, Equities, Fixed Income, Investments, Alternative Investments, Financial Risk, Due Diligence, Capital Markets, Investment Banking, Investment Strategies, Emerging Markets, Derivatives
Education
New York University 1969 — 1971
MS, Operation Research
Birla Institute of Technology and Science 1962 — 1967
BE, Structural Engineering
J. Frank Russell's Bankers Trust Company Experience 1977 - 1991
Job Retired
Industry Utilities
Experience
Retired, traveling and pursuing volunteer and community activities January 2014 - Present
Concentric Energy Advisors October 2002 - December 2013
Greylock Energy Associates 1996 - 2002
Merrill Lynch 1991 - 1996
Bankers Trust Company 1977 - 1991
Skills
Energy, Financial Modeling, Due Diligence
Education
Harvard Business School 1975 — 1977
MBA, Finance
Bucknell University 1970 — 1974
BSEE, Electrical Engineering
Retired, traveling and pursuing volunteer and community activities January 2014 - Present
Concentric Energy Advisors October 2002 - December 2013
Greylock Energy Associates 1996 - 2002
Merrill Lynch 1991 - 1996
Bankers Trust Company 1977 - 1991
Skills
Energy, Financial Modeling, Due Diligence
Education
Harvard Business School 1975 — 1977
MBA, Finance
Bucknell University 1970 — 1974
BSEE, Electrical Engineering
Gregory Ehr's Bankers Trust Company Experience May 1977 - April 1979
Job SVP, Director of Program Services at Sterling National Bank
Industry Management Consulting
Experience
Sterling National Bank January 2015 - Present
Sterling National Bank November 2013 - December 2014
Provident Bank New York December 2012 - November 2013
Provident Bank New York February 2011 - November 2012
David Landau & Associates, LLC September 2004 - December 2010
Deloitte Consulting April 1996 - May 2003
PriceWaterhouseCoopers November 1980 - March 1996
Avon Cosmetics May 1979 - October 1980
Bankers Trust Company May 1977 - April 1979
United States Peace Corps November 1971 - May 1976
Skills
Risk Management, Change Management, Enterprise Risk..., Process Improvement, SOX, Internal Audit, Compliance, IT Governance, Internal Controls, Process Engineering, Program Management, Banking, Business Analysis, Vendor Management, Business Intelligence, Analysis, Management Consulting, Team Building, Disaster Recovery, Business Process..., Real Estate, Governance, Sarbanes-Oxley Act, Financial Analysis, SEC filings, Strategy, Mergers & Acquisitions, Budgets, Auditing, Accounting, Management, Business Continuity, Due Diligence, Financial Reporting, Credit, Portfolio Management
Education
Harvard Business School 1974 — 1977
MBA, Finance
Carroll University 1967 — 1971
BA, Political Science
University of the Philippines 1969 — 1970
BA, Political Science
Sterling National Bank January 2015 - Present
Sterling National Bank November 2013 - December 2014
Provident Bank New York December 2012 - November 2013
Provident Bank New York February 2011 - November 2012
David Landau & Associates, LLC September 2004 - December 2010
Deloitte Consulting April 1996 - May 2003
PriceWaterhouseCoopers November 1980 - March 1996
Avon Cosmetics May 1979 - October 1980
Bankers Trust Company May 1977 - April 1979
United States Peace Corps November 1971 - May 1976
Skills
Risk Management, Change Management, Enterprise Risk..., Process Improvement, SOX, Internal Audit, Compliance, IT Governance, Internal Controls, Process Engineering, Program Management, Banking, Business Analysis, Vendor Management, Business Intelligence, Analysis, Management Consulting, Team Building, Disaster Recovery, Business Process..., Real Estate, Governance, Sarbanes-Oxley Act, Financial Analysis, SEC filings, Strategy, Mergers & Acquisitions, Budgets, Auditing, Accounting, Management, Business Continuity, Due Diligence, Financial Reporting, Credit, Portfolio Management
Education
Harvard Business School 1974 — 1977
MBA, Finance
Carroll University 1967 — 1971
BA, Political Science
University of the Philippines 1969 — 1970
BA, Political Science
Ron Palumbo Jr.'s Bankers Trust Company Experience 1987 - 1989
Job Business Professional, Sales, Trading, Entrepreneur
Industry Capital Markets
Experience
CertaPro Painters 2013 - Present
360T February 2011 - November 2012
Newedge Financial July 2008 - February 2011
Barclays Capital June 2005 - October 2006
ABN Amro March 1999 - June 2005
Mellon Bank March 1995 - March 1999
BankersTrust August 1989 - March 1995
Bankers Trust company 1987 - 1989
Skills
Currency, FX, Hedging, Trading Systems, Product Marketing, Sales
Education
Wilkes University 1984 — 1985
City University of New York-Baruch College
Finance
CertaPro Painters 2013 - Present
360T February 2011 - November 2012
Newedge Financial July 2008 - February 2011
Barclays Capital June 2005 - October 2006
ABN Amro March 1999 - June 2005
Mellon Bank March 1995 - March 1999
BankersTrust August 1989 - March 1995
Bankers Trust company 1987 - 1989
Skills
Currency, FX, Hedging, Trading Systems, Product Marketing, Sales
Education
Wilkes University 1984 — 1985
City University of New York-Baruch College
Finance
Chip Brown's Bankers Trust Company Experience 1982 - 1992
Job Economist, Latin America Specialist
Industry Financial Services
Experience
Santander Investment 2000 - December 2011
Morgan Stanley 1993 - 2000
Bankers Trust Company 1982 - 1992
Skills
Investment Banking, Equities, Macroeconomics
Education
Vanderbilt University 1968 — 1980
Ph.D., Economics, Latin American Studies
Binghamton University 1966 — 1968
MA, Economics
University of Virginia 1962 — 1966
BA, Economics
Santander Investment 2000 - December 2011
Morgan Stanley 1993 - 2000
Bankers Trust Company 1982 - 1992
Skills
Investment Banking, Equities, Macroeconomics
Education
Vanderbilt University 1968 — 1980
Ph.D., Economics, Latin American Studies
Binghamton University 1966 — 1968
MA, Economics
University of Virginia 1962 — 1966
BA, Economics
Dave Gorte's Bankers Trust Company Experience 1984 - 1994
Job Senior Banking and Finance/Risk Management Executive
Industry Oil & Energy
Experience
SemGroup Corporation 2009 - 2012
Cheniere Energy 2006 - 2008
Enron Corp./Enron Corp. Bankruptcy Estate 1999 - 2005
Citigroup 1994 - 1999
Bankers Trust Company 1984 - 1994
Skills
Credit, Derivatives,..., Market Risk, Financial Structuring, Credit Derivatives, Risk Management, Commodity Markets, Valuation, Management, Portfolio Management, Project Finance, Financial Risk, Private Equity, Energy, Financial Analysis, Financial Modeling, Due Diligence, Structured Finance, Finance, Enterprise Risk..., Investments, Credit Risk, Equities, Structured Products
Education
The University of Texas at Austin 2005 — 2006
M.P.A., Accounting
Columbia University - Columbia Business School 1976 — 1979
M.B.A., Finance
Carleton College 1972 — 1976
B.A., Sociology and Anthropology
SemGroup Corporation 2009 - 2012
Cheniere Energy 2006 - 2008
Enron Corp./Enron Corp. Bankruptcy Estate 1999 - 2005
Citigroup 1994 - 1999
Bankers Trust Company 1984 - 1994
Skills
Credit, Derivatives,..., Market Risk, Financial Structuring, Credit Derivatives, Risk Management, Commodity Markets, Valuation, Management, Portfolio Management, Project Finance, Financial Risk, Private Equity, Energy, Financial Analysis, Financial Modeling, Due Diligence, Structured Finance, Finance, Enterprise Risk..., Investments, Credit Risk, Equities, Structured Products
Education
The University of Texas at Austin 2005 — 2006
M.P.A., Accounting
Columbia University - Columbia Business School 1976 — 1979
M.B.A., Finance
Carleton College 1972 — 1976
B.A., Sociology and Anthropology
Lisa Roitman's Bankers Trust Company Experience 1994 - 1999
Job General Counsel at Litespeed Partners
Industry Capital Markets
Experience
Litespeed Partners September 2013 - Present
The Kenmar Group March 2011 - September 2013
Lehman Brothers Holdings Inc November 2008 - March 2011
Lehman Brothers June 2007 - November 2008
HSBC Bank USA May 2003 - March 2007
UBS Investment Bank 2001 - 2003
Bankers Trust Company 1994 - 1999
Skills
Structured Finance, Hedge Funds, Financial Structuring, Derivatives, Equities, Restructuring, Mutual Funds, Private Equity, Alternative Investments, Securities, Fixed Income, Capital Markets, Asset Management, Corporate Governance, Securities Regulation
Education
Boston University School of Law 1993 — 1994
LLM, Morin Center for Banking Law Studies
New England Law Boston 1990 — 1993
JD, Law
Mount Holyoke College 1986 — 1990
ba, anthropology
Litespeed Partners September 2013 - Present
The Kenmar Group March 2011 - September 2013
Lehman Brothers Holdings Inc November 2008 - March 2011
Lehman Brothers June 2007 - November 2008
HSBC Bank USA May 2003 - March 2007
UBS Investment Bank 2001 - 2003
Bankers Trust Company 1994 - 1999
Skills
Structured Finance, Hedge Funds, Financial Structuring, Derivatives, Equities, Restructuring, Mutual Funds, Private Equity, Alternative Investments, Securities, Fixed Income, Capital Markets, Asset Management, Corporate Governance, Securities Regulation
Education
Boston University School of Law 1993 — 1994
LLM, Morin Center for Banking Law Studies
New England Law Boston 1990 — 1993
JD, Law
Mount Holyoke College 1986 — 1990
ba, anthropology
Joseph Toledano's Bankers Trust Company Experience July 1996 - January 1998
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney LLC November 2011 - Present
Morgan Stanley Smith Barney LLC. July 2007 - November 2011
Morgan Stanley & Company Inc. March 2002 - July 2007
Deutsche Bank May 1999 - March 2002
Bankers Trust Company July 1996 - January 1998
Skills
Budgets, Wealth Management, Financial Services, Fixed Annuities, Insurance, Business Development, Relationship Management, Series 63, Fixed Income, Securities, Mutual Funds, Investments, Series 7, Retirement Planning, Asset Allocation, FINRA, Alternative Investments
Education
BERNARD M. BARUCH COLLEGE: ZICKLIN SCHOOL OF BUSINESS
MBA, Management Information Systems
Baruch College, City University of New York (CUNY) 1992 — 1996
Morgan Stanley Smith Barney LLC November 2011 - Present
Morgan Stanley Smith Barney LLC. July 2007 - November 2011
Morgan Stanley & Company Inc. March 2002 - July 2007
Deutsche Bank May 1999 - March 2002
Bankers Trust Company July 1996 - January 1998
Skills
Budgets, Wealth Management, Financial Services, Fixed Annuities, Insurance, Business Development, Relationship Management, Series 63, Fixed Income, Securities, Mutual Funds, Investments, Series 7, Retirement Planning, Asset Allocation, FINRA, Alternative Investments
Education
BERNARD M. BARUCH COLLEGE: ZICKLIN SCHOOL OF BUSINESS
MBA, Management Information Systems
Baruch College, City University of New York (CUNY) 1992 — 1996
Scott Muirhead, PMP's Bankers Trust Company Experience January 1998 - January 2000
Job Head of Client Services, Corporate Trust and Loan Agency at HSBC Global Banking and Markets
Industry Banking
Experience
HSBC Global Banking and Markets June 2014 - Present
Deutsche Bank April 2008 - December 2012
Deutsche Bank September 2010 - July 2011
Deutsche Bank January 2000 - April 2008
Bankers Trust Company January 1998 - January 2000
Bankers Trust Company January 1995 - January 2000
Bankers Trust Company January 1987 - January 1995
JP Morgan 1985 - 1987
Skills
Change Management, Operations Management, Investment Banking, Capital Markets, Fixed Income, Bonds, Middle Office, Corporate Trust, Process Improvement, Operational Risk..., Financial Services, Business Process..., Risk Management, Back Office, Financial Risk, Operational Risk, Business Analysis, Business Process, Cash Management, Strategy, Management, Outsourcing, Leadership, Financial Markets, IT Strategy, Relationship Management, Securities, Offshoring, Banking
Education
Wesleyan University 1979 — 1983
Bachelor of Arts (B.A.), Government
Belmont University - Jack C. Massey Graduate School of Business 1995 — 1996
Belmont University 1996 — 1997
HSBC Global Banking and Markets June 2014 - Present
Deutsche Bank April 2008 - December 2012
Deutsche Bank September 2010 - July 2011
Deutsche Bank January 2000 - April 2008
Bankers Trust Company January 1998 - January 2000
Bankers Trust Company January 1995 - January 2000
Bankers Trust Company January 1987 - January 1995
JP Morgan 1985 - 1987
Skills
Change Management, Operations Management, Investment Banking, Capital Markets, Fixed Income, Bonds, Middle Office, Corporate Trust, Process Improvement, Operational Risk..., Financial Services, Business Process..., Risk Management, Back Office, Financial Risk, Operational Risk, Business Analysis, Business Process, Cash Management, Strategy, Management, Outsourcing, Leadership, Financial Markets, IT Strategy, Relationship Management, Securities, Offshoring, Banking
Education
Wesleyan University 1979 — 1983
Bachelor of Arts (B.A.), Government
Belmont University - Jack C. Massey Graduate School of Business 1995 — 1996
Belmont University 1996 — 1997
Joe Clemente's Bankers Trust Company Experience 1996 - 1998
Job Principal Member of Technical Staff at Oracle
Industry Computer Software
Experience
Oracle March 2012 - Present
Sirius Satellite Radio (thru Testware Associates, Inc.) August 2010 - March 2012
Passlogix April 2006 - July 2009
Terredyne Data Services Corp. June 2005 - April 2006
Merrill Lynch May 1998 - March 2003
Bankers Trust Company 1996 - 1998
Skills
IIS, Manual Testing, Media Player, Network Administration, Oracle Applications, Quality Center, Regression Testing, Requirements Analysis, Requirements Gathering, SDLC, Software Quality..., SQL, Test Management, Test Planning, Test Strategy, User Acceptance Testing, Usability Testing, VMware, Web Testing, ITIL, Project Management, IT Strategy, Business Analysis, Agile Methodologies, SharePoint, Scrum, Enterprise Software, QTP
Education
Brock University
Business Administration
Oracle March 2012 - Present
Sirius Satellite Radio (thru Testware Associates, Inc.) August 2010 - March 2012
Passlogix April 2006 - July 2009
Terredyne Data Services Corp. June 2005 - April 2006
Merrill Lynch May 1998 - March 2003
Bankers Trust Company 1996 - 1998
Skills
IIS, Manual Testing, Media Player, Network Administration, Oracle Applications, Quality Center, Regression Testing, Requirements Analysis, Requirements Gathering, SDLC, Software Quality..., SQL, Test Management, Test Planning, Test Strategy, User Acceptance Testing, Usability Testing, VMware, Web Testing, ITIL, Project Management, IT Strategy, Business Analysis, Agile Methodologies, SharePoint, Scrum, Enterprise Software, QTP
Education
Brock University
Business Administration
Janet Sracic Cahill's Bankers Trust Company Experience August 1987 - November 1997
Job COO for Technology and Chief of Staff to the CIO at AIG
Industry Information Technology and Services
Experience
Argonne National Laboratory February 2014 - October 2014
Merrill Lynch March 2004 - November 2006
Merrill Lynch April 2001 - March 2004
Credit Suisse First Boston November 1997 - April 2001
Bankers Trust Company August 1987 - November 1997
Skills
Risk Management, Fixed Income, Financial Services, Program Management, Derivatives, Business Analysis, Banking, Management, Cross-functional Team..., Portfolio Management, Investment Banking, Capital Markets, Investments, Leadership, Project Management, Strategic Planning, Wealth Management, Technology Management, Employee Management, Business Strategy, IT Strategy
Education
University of Pennsylvania - The Wharton School
MBA
Bucknell University
Bachelor of Science
Argonne National Laboratory February 2014 - October 2014
Merrill Lynch March 2004 - November 2006
Merrill Lynch April 2001 - March 2004
Credit Suisse First Boston November 1997 - April 2001
Bankers Trust Company August 1987 - November 1997
Skills
Risk Management, Fixed Income, Financial Services, Program Management, Derivatives, Business Analysis, Banking, Management, Cross-functional Team..., Portfolio Management, Investment Banking, Capital Markets, Investments, Leadership, Project Management, Strategic Planning, Wealth Management, Technology Management, Employee Management, Business Strategy, IT Strategy
Education
University of Pennsylvania - The Wharton School
MBA
Bucknell University
Bachelor of Science
Bruno Mastropasqua's Bankers Trust Company Experience July 1990 - June 1999
Job at Norfolk Markets
Industry Investment Management
Experience
Norfolk Markets June 2009 - Present
Deutsche Bank Securities June 1999 - January 2008
Bankers Trust Company July 1990 - June 1999
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
Amherst College 1981 — 1985
Norfolk Markets June 2009 - Present
Deutsche Bank Securities June 1999 - January 2008
Bankers Trust Company July 1990 - June 1999
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
Amherst College 1981 — 1985
James Nowicki's Bankers Trust Company Experience 1991 - 1997
Job Executive Director at JPMorgan
Industry Financial Services
Experience
JPMorgan October 1998 - Present
Morgan Stanley February 1997 - October 1998
Bankers Trust Company 1991 - 1997
Skills
Securities, Hedge Funds, Equities, Fixed Income, Alternative Investments, Derivatives, Asset Management, Financial Services, Finance, Risk Management, Non-profit Board..., Private Equity, Management, Bloomberg, Banking
Education
Columbia University Graduate School of Business
Finance and Accounting Executive Program
Center for Creative Leadership
Brown University
MA, American Civilization
Hobart and William Smith Colleges
BA, English
JPMorgan October 1998 - Present
Morgan Stanley February 1997 - October 1998
Bankers Trust Company 1991 - 1997
Skills
Securities, Hedge Funds, Equities, Fixed Income, Alternative Investments, Derivatives, Asset Management, Financial Services, Finance, Risk Management, Non-profit Board..., Private Equity, Management, Bloomberg, Banking
Education
Columbia University Graduate School of Business
Finance and Accounting Executive Program
Center for Creative Leadership
Brown University
MA, American Civilization
Hobart and William Smith Colleges
BA, English
Roberto Fabros's Bankers Trust Company Experience 1988 - 1991
Job Silver Leaf Partners, LLC
Industry Investment Management
Experience
Silver Leaf Partners March 2013 - Present
Centenium Advisors LLC 2006 - March 2013
Arnhold and S. Bleichroeder 1993 - 2004
Bankers Trust Company 1988 - 1991
First Chicago Bank & Trust 1985 - 1988
PepsiCo 1983 - 1985
The Chase Manhattan Bank 1976 - 1983
Education
Harvard Business School 1974 — 1976
Ateneo de Manila University 1968 — 1972
AB, Economics
Silver Leaf Partners March 2013 - Present
Centenium Advisors LLC 2006 - March 2013
Arnhold and S. Bleichroeder 1993 - 2004
Bankers Trust Company 1988 - 1991
First Chicago Bank & Trust 1985 - 1988
PepsiCo 1983 - 1985
The Chase Manhattan Bank 1976 - 1983
Education
Harvard Business School 1974 — 1976
Ateneo de Manila University 1968 — 1972
AB, Economics
Mimi Eng, CFA's Bankers Trust Company Experience 1994 - 1997
Job Financial Services Executive with expertise in the structuring and operation of fixed income funds including CLOs
Industry Investment Management
Experience
Moody's Investors Service 2013 - Present
New York Life Investment Management LLC 2008 - 2012
New York Life Investment Management LLC 2003 - 2008
J.P. Morgan 1999 - 2002
J.P. Morgan 1998 - 1999
J.P. Morgan 1997 - 1998
Bankers Trust Company 1994 - 1997
Bankers Trust Company June 1993 - August 1993
Paul Hastings Janofsky & Walker June 1992 - August 1992
Brown Rudnick Freed & Gesmer June 1991 - August 1991
Skills
Structuring, Fixed Income, Derivatives, Product Management, Asset Management, Legal Documentation, Client Relations Skills, Writing, Communicate Clearly, CDO, CLO, Manage Client..., Investment Management, Separately Managed..., Separate Accounts, Mutual Funds, Communication Skills, Product Development, Legal Documents, Structured Finance, Corporate Finance, Financial Structuring, Investments, Asset Managment, Portfolio Management, Finance, Structured Products, Capital Markets, Financial Services
Education
Harvard Law School 1990 — 1994
JD
Harvard Business School 1990 — 1994
MBA
Amherst College 1984 — 1988
BA, Economics, Psychology
Hunter College High School 1978 — 1984
Moody's Investors Service 2013 - Present
New York Life Investment Management LLC 2008 - 2012
New York Life Investment Management LLC 2003 - 2008
J.P. Morgan 1999 - 2002
J.P. Morgan 1998 - 1999
J.P. Morgan 1997 - 1998
Bankers Trust Company 1994 - 1997
Bankers Trust Company June 1993 - August 1993
Paul Hastings Janofsky & Walker June 1992 - August 1992
Brown Rudnick Freed & Gesmer June 1991 - August 1991
Skills
Structuring, Fixed Income, Derivatives, Product Management, Asset Management, Legal Documentation, Client Relations Skills, Writing, Communicate Clearly, CDO, CLO, Manage Client..., Investment Management, Separately Managed..., Separate Accounts, Mutual Funds, Communication Skills, Product Development, Legal Documents, Structured Finance, Corporate Finance, Financial Structuring, Investments, Asset Managment, Portfolio Management, Finance, Structured Products, Capital Markets, Financial Services
Education
Harvard Law School 1990 — 1994
JD
Harvard Business School 1990 — 1994
MBA
Amherst College 1984 — 1988
BA, Economics, Psychology
Hunter College High School 1978 — 1984
Neil Sanft's Bankers Trust Company Experience February 1995 - February 1999
Job Vice President at Alliance Risk Management LLC
Industry Insurance
Experience
Alliance Risk Management LLC January 2015 - Present
Integrated Solutions October 2012 - December 2014
Unitex May 2013 - July 2014
J.P. Morgan January 2013 - May 2013
Radian 2002 - September 2012
Westdeutsche Landesbank August 2000 - July 2002
Capital Management Sciences February 1999 - August 2000
Bankers Trust Company February 1995 - February 1999
Skills
Direct Sales, Enterprise Solution..., New Business Development, System Build-out, Project Management, Risk Management, Manage Client..., Fixed Income, Process Improvement, Credit Risk, Financial Reporting, Investor Relations, Structured Products, Business Planning, ABS, Structured Finance, Credit Analysis, Credit Derivatives, CDO, Loss Mitigation, CLO, ISDA, Policy Writing, SEC Financial Reporting, Compliance, Investment Banking, Financial Structuring, Financial Modeling, MBS, Derivatives, Hedge Funds, Valuation, Bonds, Securitization, Market Risk, CRM
Education
Arizona State University
Bachelor of Science (BS), Sales and Marketing
Alliance Risk Management LLC January 2015 - Present
Integrated Solutions October 2012 - December 2014
Unitex May 2013 - July 2014
J.P. Morgan January 2013 - May 2013
Radian 2002 - September 2012
Westdeutsche Landesbank August 2000 - July 2002
Capital Management Sciences February 1999 - August 2000
Bankers Trust Company February 1995 - February 1999
Skills
Direct Sales, Enterprise Solution..., New Business Development, System Build-out, Project Management, Risk Management, Manage Client..., Fixed Income, Process Improvement, Credit Risk, Financial Reporting, Investor Relations, Structured Products, Business Planning, ABS, Structured Finance, Credit Analysis, Credit Derivatives, CDO, Loss Mitigation, CLO, ISDA, Policy Writing, SEC Financial Reporting, Compliance, Investment Banking, Financial Structuring, Financial Modeling, MBS, Derivatives, Hedge Funds, Valuation, Bonds, Securitization, Market Risk, CRM
Education
Arizona State University
Bachelor of Science (BS), Sales and Marketing
Terri Zapinsky's Bankers Trust Company Experience November 1993 - January 1995
Job MTS IV systems engineering consultant at Verizon Wireless
Industry Information Technology and Services
Experience
Verizon Wireless December 2014 - Present
Bartech Group May 2011 - December 2014
Verizon Wireless May 2011 - December 2014
Peak Systems December 2010 - May 2011
Bank of New York Mellon July 2000 - January 2009
Bank of New York Mellon February 1995 - July 2000
Bankers Trust Company November 1993 - January 1995
Bank of New York/Irving Trust Corporation December 1985 - November 1993
Skills
IBM Mainframe, COBOL, CCNA, DB2/SQL, Team Leadership, CICS, IMS DB/DC, Mac OS X, Business Analysis, Information Assurance, Disaster Recovery, Network Engineering, Software Quality..., C++, Java, Eclipse, JCreator, SDLC, Project Management, Quality Assurance
Education
City University of New York-Herbert H. Lehman College 2008 — 2009
Certification, CCNA
Fordham Gabelli School of Business 1992 — 1996
MBA, Information & Communication Systems
Grumman Data Systems Institute 1983 — 1984
Diploma, Computer Programming
New York University - College of Dentistry 1981 — 1982
Barnard College 1974 — 1978
Bachelor of Arts, Biology
Bronx High School of Science 1971 — 1974
diploma, Science & Math
Verizon Wireless December 2014 - Present
Bartech Group May 2011 - December 2014
Verizon Wireless May 2011 - December 2014
Peak Systems December 2010 - May 2011
Bank of New York Mellon July 2000 - January 2009
Bank of New York Mellon February 1995 - July 2000
Bankers Trust Company November 1993 - January 1995
Bank of New York/Irving Trust Corporation December 1985 - November 1993
Skills
IBM Mainframe, COBOL, CCNA, DB2/SQL, Team Leadership, CICS, IMS DB/DC, Mac OS X, Business Analysis, Information Assurance, Disaster Recovery, Network Engineering, Software Quality..., C++, Java, Eclipse, JCreator, SDLC, Project Management, Quality Assurance
Education
City University of New York-Herbert H. Lehman College 2008 — 2009
Certification, CCNA
Fordham Gabelli School of Business 1992 — 1996
MBA, Information & Communication Systems
Grumman Data Systems Institute 1983 — 1984
Diploma, Computer Programming
New York University - College of Dentistry 1981 — 1982
Barnard College 1974 — 1978
Bachelor of Arts, Biology
Bronx High School of Science 1971 — 1974
diploma, Science & Math
Tom Roeschlein's Bankers Trust Company Experience January 1993 - January 1998
Job Financial Consultant
Industry Financial Services
Experience
City National Bank November 2012 - Present
OneWest Bank March 2009 - July 2012
Indymac Bank, FSB January 2006 - January 2009
Indymac Bank, FSB January 2004 - January 2006
Indymac Bank, FSB January 2002 - January 2004
Indymac Bank, FSB January 2000 - January 2002
Finance America LLC January 1998 - January 2000
Bankers Trust Company January 1993 - January 1998
Bankers Trust Company January 1992 - January 1993
Skills
Banking, Mortgage Banking, Mortgage Lending, Loans, Credit, Loss Mitigation, Securitization, Portfolio Management, Capital Markets, Loan Servicing, Credit Risk, Loan Origination, Structured Finance, Financial Modeling, Asset Managment
Education
California State Polytechnic University-Pomona 1992 — 1996
Master of Business Administration (MBA), Financial Management
California State Polytechnic University-Pomona
BS, Business Administration
University of California
Continuing Education, Database Design and Programming in C
City National Bank November 2012 - Present
OneWest Bank March 2009 - July 2012
Indymac Bank, FSB January 2006 - January 2009
Indymac Bank, FSB January 2004 - January 2006
Indymac Bank, FSB January 2002 - January 2004
Indymac Bank, FSB January 2000 - January 2002
Finance America LLC January 1998 - January 2000
Bankers Trust Company January 1993 - January 1998
Bankers Trust Company January 1992 - January 1993
Skills
Banking, Mortgage Banking, Mortgage Lending, Loans, Credit, Loss Mitigation, Securitization, Portfolio Management, Capital Markets, Loan Servicing, Credit Risk, Loan Origination, Structured Finance, Financial Modeling, Asset Managment
Education
California State Polytechnic University-Pomona 1992 — 1996
Master of Business Administration (MBA), Financial Management
California State Polytechnic University-Pomona
BS, Business Administration
University of California
Continuing Education, Database Design and Programming in C
Norman Weinstein's Bankers Trust Company Experience 1983 - 1993
Job ManagingMember at NW Capital LLC
Industry Financial Services
Experience
NW Capital LLC TraderBankersTrust1983 - 1994
Bankers Trust Company 1983 - 1993
Education
Boston University Questrom School of Business 1981 — 1983
MBA, Finance
NW Capital LLC TraderBankersTrust1983 - 1994
Bankers Trust Company 1983 - 1993
Education
Boston University Questrom School of Business 1981 — 1983
MBA, Finance
Bryan Mitkowski's Bankers Trust Company Experience June 1993 - June 1994
Job Vice President Account Executive at HewlettPackard
Industry Financial Services
Experience
Hewlett-Packard May 2015 - Present
Deutsche Bank September 2007 - May 2015
ADP February 2001 - August 2007
Teltrust Inc. December 1999 - January 2001
Complete Business Solutions, Inc. February 1997 - December 1999
Cheyenne Software January 1996 - February 1997
KPMG June 1994 - January 1996
Bankers Trust Company June 1993 - June 1994
United States Marine Corps August 1985 - June 1993
Skills
Strategy, IT Strategy, Infrastructure, Vendor Management, Data Center, Outsourcing, ITIL, Management, Security, Fixed Income, Equities, Storage Solutions, Disaster Recovery, Virtualization, Trading Systems, Capital Markets, Management Consulting, Cloud Computing, Mergers & Acquisitions, Enterprise Architecture, Hedge Funds, Operations Management, Networking, Investment Banking, Prime Brokerage, Business Analysis, SaaS, Program Management, Business Continuity, IT Management, Information Technology, Leadership, Consulting
Education
Averett University 1991 — 1993
Bachelor's Degree
Hewlett-Packard May 2015 - Present
Deutsche Bank September 2007 - May 2015
ADP February 2001 - August 2007
Teltrust Inc. December 1999 - January 2001
Complete Business Solutions, Inc. February 1997 - December 1999
Cheyenne Software January 1996 - February 1997
KPMG June 1994 - January 1996
Bankers Trust Company June 1993 - June 1994
United States Marine Corps August 1985 - June 1993
Skills
Strategy, IT Strategy, Infrastructure, Vendor Management, Data Center, Outsourcing, ITIL, Management, Security, Fixed Income, Equities, Storage Solutions, Disaster Recovery, Virtualization, Trading Systems, Capital Markets, Management Consulting, Cloud Computing, Mergers & Acquisitions, Enterprise Architecture, Hedge Funds, Operations Management, Networking, Investment Banking, Prime Brokerage, Business Analysis, SaaS, Program Management, Business Continuity, IT Management, Information Technology, Leadership, Consulting
Education
Averett University 1991 — 1993
Bachelor's Degree
Joseph Cervieri's Bankers Trust Company Experience 1986 - 1993
Job Municipal Chairman Fort Lee at Democratic Committee of Bergen County
Industry Real Estate
Experience
Democratic Committee of Bergen County June 2014 - Present
Grosvenor Square at Kensington IV September 2009 - Present
Borough of Fort Lee NJ 1998 - Present
JJC Realty International, Inc. September 1993 - Present
Eastern Bergen County Board of Realtors May 2012 - August 2014
Atrium Palace Condominium Association, Inc. July 1996 - October 2009
Bankers Trust September 1986 - September 1993
BANKERS TRUST COMPANY 1986 - 1993
BANQUE INDOSUEZ October 1983 - August 1986
Equitable Life Assurance Society of the U.S. 1976 - 1983
Skills
Real Estate Finance, Real Estate Transactions, Real Estate Investment, Investment Properties, Real Estate, Investments, Realty, REO, Real Estate Economics, Townhomes, Mortgage Lending, Commercial Real Estate, Real Property, Condos, Brokerage, Rentals, Due Diligence, Disposition, Residential Homes, Real Estate Financing, Investors, Leases, Luxury, Foreclosures, Sellers, Buyers, First Time Home Buyers, Property, Listings, International Real..., Dispositions, ABR
Education
Equitable Life Assurance Society of the U.S. 1976 — 1978
Graduate, Real Estate 2nd. training Program
Boston College 1973 — 1975
BA, Economics
Democratic Committee of Bergen County June 2014 - Present
Grosvenor Square at Kensington IV September 2009 - Present
Borough of Fort Lee NJ 1998 - Present
JJC Realty International, Inc. September 1993 - Present
Eastern Bergen County Board of Realtors May 2012 - August 2014
Atrium Palace Condominium Association, Inc. July 1996 - October 2009
Bankers Trust September 1986 - September 1993
BANKERS TRUST COMPANY 1986 - 1993
BANQUE INDOSUEZ October 1983 - August 1986
Equitable Life Assurance Society of the U.S. 1976 - 1983
Skills
Real Estate Finance, Real Estate Transactions, Real Estate Investment, Investment Properties, Real Estate, Investments, Realty, REO, Real Estate Economics, Townhomes, Mortgage Lending, Commercial Real Estate, Real Property, Condos, Brokerage, Rentals, Due Diligence, Disposition, Residential Homes, Real Estate Financing, Investors, Leases, Luxury, Foreclosures, Sellers, Buyers, First Time Home Buyers, Property, Listings, International Real..., Dispositions, ABR
Education
Equitable Life Assurance Society of the U.S. 1976 — 1978
Graduate, Real Estate 2nd. training Program
Boston College 1973 — 1975
BA, Economics
Joan Tuohy, PMP's Bankers Trust Company Experience 1989 - 1995
Job Certified Project Manager
Industry Financial Services
Experience
MetLife 2008 - Present
MetLife January 2004 - November 2004
MetLife 1997 - 2002
Fidelity Investments 1995 - 1997
Bankers Trust Company 1989 - 1995
Goldman Sachs 1987 - 1989
Education
Baruch College, City University of New York (CUNY) 1985 — 1989
Bachelor of Business Administration (BBA), Finance, General
MetLife 2008 - Present
MetLife January 2004 - November 2004
MetLife 1997 - 2002
Fidelity Investments 1995 - 1997
Bankers Trust Company 1989 - 1995
Goldman Sachs 1987 - 1989
Education
Baruch College, City University of New York (CUNY) 1985 — 1989
Bachelor of Business Administration (BBA), Finance, General
Suzanne Domenici's Bankers Trust Company Experience 1996 - 1999
Job Financial Services Professional
Industry Financial Services
Experience
Lehman Brothers 1999 - 2002
Bankers Trust Company 1996 - 1999
Skills
Credit Risk, Fixed Income
Education
Carnegie Mellon University - Tepper School of Business 1994 — 1996
Master of Business Administration (MBA), Finance, General
University of Pennsylvania - The Wharton School 1986 — 1990
Bachelor of Science (B.S.), Finance and Marketing
Lehman Brothers 1999 - 2002
Bankers Trust Company 1996 - 1999
Skills
Credit Risk, Fixed Income
Education
Carnegie Mellon University - Tepper School of Business 1994 — 1996
Master of Business Administration (MBA), Finance, General
University of Pennsylvania - The Wharton School 1986 — 1990
Bachelor of Science (B.S.), Finance and Marketing
Sam Austin's Bankers Trust Company Experience 1993 - 1999
Job Senior Investment Management Sales Executive
Industry Investment Management
Experience
FIS Group October 2012 - Present
Virtus Investment Partners 2003 - 2012
Barclays Global Investors 1999 - 2002
Bankers Trust Company 1993 - 1999
Mitsui Trust & Banking 1991 - 1993
Bank of New York 1988 - 1991
Skills
Alternative Investments, Hedge Funds, Asset Managment, Equities, Asset Allocation, Fixed Income, Investments, Portfolio Management, Investment Strategies, Sales Management, Direct Sales, Solution Selling, Pipeline Management, Sales & Marketing..., Strategic Prospecting, Prospecting New Clients, Experienced Sales..., Customer-focused Sales, P&L Accountability, Articulate Communicator, Experienced Change Agent, Pensions, Asset Management, Investment Management, Bloomberg, Fund Of Funds, Institutional..., Securities, Investment Advisory, Wealth Management, Financial Services, Investor Relations, Income Statement, Private Equity, Capital Markets, Bonds, Trading
Education
Boston University
Master of Business Administration (MBA), Finance Concentration
FIS Group October 2012 - Present
Virtus Investment Partners 2003 - 2012
Barclays Global Investors 1999 - 2002
Bankers Trust Company 1993 - 1999
Mitsui Trust & Banking 1991 - 1993
Bank of New York 1988 - 1991
Skills
Alternative Investments, Hedge Funds, Asset Managment, Equities, Asset Allocation, Fixed Income, Investments, Portfolio Management, Investment Strategies, Sales Management, Direct Sales, Solution Selling, Pipeline Management, Sales & Marketing..., Strategic Prospecting, Prospecting New Clients, Experienced Sales..., Customer-focused Sales, P&L Accountability, Articulate Communicator, Experienced Change Agent, Pensions, Asset Management, Investment Management, Bloomberg, Fund Of Funds, Institutional..., Securities, Investment Advisory, Wealth Management, Financial Services, Investor Relations, Income Statement, Private Equity, Capital Markets, Bonds, Trading
Education
Boston University
Master of Business Administration (MBA), Finance Concentration
Donna Beretta's Bankers Trust Company Experience 1983 - 1993
Job Sales Vice President at William Raveis Real Estate
Industry Real Estate
Experience
William Raveis Real Estate 2002 - Present
CS First Boston 1993 - 1996
Bankers Trust Company 1983 - 1993
Education
Brown University 1979 — 1983
BA, Economics
William Raveis Real Estate 2002 - Present
CS First Boston 1993 - 1996
Bankers Trust Company 1983 - 1993
Education
Brown University 1979 — 1983
BA, Economics
Steven Wechsler's Bankers Trust Company Experience 1993 - 1996
Job Senior Operations Officer at Primus Asset Management
Industry Financial Services
Experience
Primus Asset Management Derivatives ManagerGlobeOp Financial Services2004 - 2005
Rabobank 2001 - 2004
Deutsche Bank 1996 - 2000
Bankers Trust Company 1993 - 1996
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, Finance and International Business
Brandeis University 1989 — 1993
BA, Economics
Primus Asset Management Derivatives ManagerGlobeOp Financial Services2004 - 2005
Rabobank 2001 - 2004
Deutsche Bank 1996 - 2000
Bankers Trust Company 1993 - 1996
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, Finance and International Business
Brandeis University 1989 — 1993
BA, Economics
Alex Ponomarenko's Bankers Trust Company Experience December 1996 - December 1997
Job Production Support Manager at Morgan Stanley Wealth Management, VP
Industry Financial Services
Experience
Morgan Stanley January 2009 - Present
Citigroup May 2004 - January 2009
Bruno Scheidt, Inc. July 2002 - May 2004
JPMorgan Chase December 1997 - July 2002
Bankers Trust Company December 1996 - December 1997
Prudential Securities Inc. November 1993 - November 1996
Skills
Databases, SDLC, Java Enterprise Edition, Software Development, Web Applications, Java, Requirements Analysis, Enterprise Architecture, DB2, Unix, Data Center, Sybase, SQL, Application Architecture, Websphere, Vendor Management, Integration, Production Support, XML, SOA, Perl, Core Java, Microsoft SQL Server, J2EE, Application Development, Solaris, Multithreading, COBOL, Disaster Recovery, HTML, Flash, JavaScript, SQL Server, Team Leadership, Cloud Computing, Amazon Web Services, ColdFusion, Wily Introscope, Splunk, Amazon S3, Amazon RDS, Amazon EC2, Scala, Akka, Akamai, Security, Trading Systems
Education
Odessa National Maritime Academy
Master of Science (M.S.), Electrical and Electronics Engineering
Morgan Stanley January 2009 - Present
Citigroup May 2004 - January 2009
Bruno Scheidt, Inc. July 2002 - May 2004
JPMorgan Chase December 1997 - July 2002
Bankers Trust Company December 1996 - December 1997
Prudential Securities Inc. November 1993 - November 1996
Skills
Databases, SDLC, Java Enterprise Edition, Software Development, Web Applications, Java, Requirements Analysis, Enterprise Architecture, DB2, Unix, Data Center, Sybase, SQL, Application Architecture, Websphere, Vendor Management, Integration, Production Support, XML, SOA, Perl, Core Java, Microsoft SQL Server, J2EE, Application Development, Solaris, Multithreading, COBOL, Disaster Recovery, HTML, Flash, JavaScript, SQL Server, Team Leadership, Cloud Computing, Amazon Web Services, ColdFusion, Wily Introscope, Splunk, Amazon S3, Amazon RDS, Amazon EC2, Scala, Akka, Akamai, Security, Trading Systems
Education
Odessa National Maritime Academy
Master of Science (M.S.), Electrical and Electronics Engineering
Dan Brecher's Bankers Trust Company Experience September 1988 - June 1990
Job Partner at The Rothman Brecher Agency
Industry Entertainment
Experience
The Rothman Brecher Agency July 1994 - Present
Bankers Trust Company September 1988 - June 1990
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Entrepreneurial Management
Brandeis University 1984 — 1988
B.A., Economics
The Rothman Brecher Agency July 1994 - Present
Bankers Trust Company September 1988 - June 1990
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Entrepreneurial Management
Brandeis University 1984 — 1988
B.A., Economics
James Kase's Bankers Trust Company Experience October 1986 - October 1993
Job Global Head of IR at Capula Investment Management LLP
Industry Financial Services
Experience
Capula Investment Management LLP September 2013 - Present
STATE STREET GLOBAL ADVISORS March 2009 - September 2012
ING Investment Management Americas October 2005 - January 2009
MERRILL LYNCH INVESTMENT MANAGERS March 2000 - October 2005
LEHMAN BROTHERS INC October 1995 - March 2000
SWISS BANK CORPORATION October 1993 - October 1995
BANKERS TRUST COMPANY October 1986 - October 1993
SALOMON BROTHERS INC February 1983 - October 1986
Skills
Business Strategy, Strategic Partnerships, Relationship Marketing, Sales Management, Alternative Investments, Asset Managment, Innovation, Change Management, Revenue & Profit Growth, Fixed Income, Hedge Funds, Equities, Derivatives, Investments, ETFs, Financial Services, Management, Commodity, Bonds, Series 7, Institutional..., Strategy, Portfolio Management, Finance, Capital Markets, Relationship Management, Business Development, Financial Markets, Structured Products, Investment Management, Investment Banking, Securities, Asset Allocation, Mutual Funds, Structured Finance, Strategic Planning
Education
Brown University
BA, Political Science
Hamden Hall Country Day School 1975 — 1978
Capula Investment Management LLP September 2013 - Present
STATE STREET GLOBAL ADVISORS March 2009 - September 2012
ING Investment Management Americas October 2005 - January 2009
MERRILL LYNCH INVESTMENT MANAGERS March 2000 - October 2005
LEHMAN BROTHERS INC October 1995 - March 2000
SWISS BANK CORPORATION October 1993 - October 1995
BANKERS TRUST COMPANY October 1986 - October 1993
SALOMON BROTHERS INC February 1983 - October 1986
Skills
Business Strategy, Strategic Partnerships, Relationship Marketing, Sales Management, Alternative Investments, Asset Managment, Innovation, Change Management, Revenue & Profit Growth, Fixed Income, Hedge Funds, Equities, Derivatives, Investments, ETFs, Financial Services, Management, Commodity, Bonds, Series 7, Institutional..., Strategy, Portfolio Management, Finance, Capital Markets, Relationship Management, Business Development, Financial Markets, Structured Products, Investment Management, Investment Banking, Securities, Asset Allocation, Mutual Funds, Structured Finance, Strategic Planning
Education
Brown University
BA, Political Science
Hamden Hall Country Day School 1975 — 1978
Carol Sinn's Bankers Trust Company Experience December 1985 - June 1994
Job Risk Manager at US Bancorp Asset Management
Industry Financial Services
Experience
US Bancorp Asset Management, Inc. June 2005 - Present
Wells Fargo February 2001 - February 2005
Richfield Bank & Trust July 1994 - February 2001
Bankers Trust Company December 1985 - June 1994
Skills
Risk Management, Asset Management, Management, Mutual Funds, Financial Services, Banking
Education
Arizona State University 1978 — 1982
BA, Education
US Bancorp Asset Management, Inc. June 2005 - Present
Wells Fargo February 2001 - February 2005
Richfield Bank & Trust July 1994 - February 2001
Bankers Trust Company December 1985 - June 1994
Skills
Risk Management, Asset Management, Management, Mutual Funds, Financial Services, Banking
Education
Arizona State University 1978 — 1982
BA, Education
Linda Yee's Bankers Trust Company Experience September 1997 - January 1999
Job Real Estate Finance Professional
Industry Banking
Experience
Hanover Street Capital August 2015 - Present
Citigroup Global Markets Inc. October 2013 - August 2015
Federal Reserve Bank of New York November 2009 - October 2013
Deutsche Bank Securities Inc. January 1999 - February 2009
Bankers Trust Company September 1997 - January 1999
Credit Lyonnais 1994 - 1997
First Fidelity Bank 1993 - 1994
Skills
Mezzanine, Gaming, Construction Loans, Loans, Real Estate, lodging, Bridge Financing, Finance, Credit Analysis, Credit Risk, Underwriting, Financial Structuring, Credit
Education
Bucknell University
B.A., International Relations and Music Peformance
Bucknell University
Bachelor's degree
Hanover Street Capital August 2015 - Present
Citigroup Global Markets Inc. October 2013 - August 2015
Federal Reserve Bank of New York November 2009 - October 2013
Deutsche Bank Securities Inc. January 1999 - February 2009
Bankers Trust Company September 1997 - January 1999
Credit Lyonnais 1994 - 1997
First Fidelity Bank 1993 - 1994
Skills
Mezzanine, Gaming, Construction Loans, Loans, Real Estate, lodging, Bridge Financing, Finance, Credit Analysis, Credit Risk, Underwriting, Financial Structuring, Credit
Education
Bucknell University
B.A., International Relations and Music Peformance
Bucknell University
Bachelor's degree
Jeffrey Russo's Bankers Trust Company Experience 1994 - 1999
Job at Stone Toro Asset Management
Industry Investment Management
Experience
Stone Toro Asset Management 2009 - Present
BlackRock 2006 - 2009
Merrill Lynch Investment Managers 1999 - 2006
Bankers Trust Company 1994 - 1999
State Street 1989 - 1994
Skills
Equities, Hedge Funds, Alternative Investments, Asset Managment, Quantitative Investing
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1994
MBA, Finance
Isenberg School of Management, UMass Amherst 1985 — 1989
BBA, Finance
Stone Toro Asset Management 2009 - Present
BlackRock 2006 - 2009
Merrill Lynch Investment Managers 1999 - 2006
Bankers Trust Company 1994 - 1999
State Street 1989 - 1994
Skills
Equities, Hedge Funds, Alternative Investments, Asset Managment, Quantitative Investing
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1994
MBA, Finance
Isenberg School of Management, UMass Amherst 1985 — 1989
BBA, Finance
Wesley Christopher's Bankers Trust Company Experience 1977 - 1986
Job Consulting Executive at WC & Co.
Industry Management Consulting
Experience
WC & Co. February 2014 - Present
Supreme Corporation June 2009 - January 2014
Liberty Bank & Trust Co June 2006 - June 2009
M&F Bancorp, Inc. September 2003 - June 2006
First Citizens Bank April 1997 - September 2003
MTI/The Image Group, New York, NY 1992 - 1996
Bank Leumi Trust Company of N.Y 1986 - 1992
Bankers Trust Company 1977 - 1986
Skills
Finance, Risk Management, Accounting, Budgets, Financial Analysis, Commercial Lending, Real Property, Financial Reporting, Banking, Cash Management, Commercial Banking, Credit, Leadership, Loans, Credit Analysis, Strategic Planning, Managerial Finance, Strategy, Cash Flow, Mergers & Acquisitions, Management, Team Building
Education
New York University - Leonard N. Stern School of Business 1979 — 1983
Corporate Finance
City University of New York-Baruch College 1972 — 1975
BBA, Accounting
CUNY Bronx Community College
Associate of Arts and Sciences (A.A.S.), Accounting
WC & Co. February 2014 - Present
Supreme Corporation June 2009 - January 2014
Liberty Bank & Trust Co June 2006 - June 2009
M&F Bancorp, Inc. September 2003 - June 2006
First Citizens Bank April 1997 - September 2003
MTI/The Image Group, New York, NY 1992 - 1996
Bank Leumi Trust Company of N.Y 1986 - 1992
Bankers Trust Company 1977 - 1986
Skills
Finance, Risk Management, Accounting, Budgets, Financial Analysis, Commercial Lending, Real Property, Financial Reporting, Banking, Cash Management, Commercial Banking, Credit, Leadership, Loans, Credit Analysis, Strategic Planning, Managerial Finance, Strategy, Cash Flow, Mergers & Acquisitions, Management, Team Building
Education
New York University - Leonard N. Stern School of Business 1979 — 1983
Corporate Finance
City University of New York-Baruch College 1972 — 1975
BBA, Accounting
CUNY Bronx Community College
Associate of Arts and Sciences (A.A.S.), Accounting
Richard Chin's Bankers Trust Company Experience 1980 - 1998
Job Application Support Analyst at Barclays Wealth
Industry Capital Markets
Experience
Barclays Wealth September 2010 - Present
UBS Wealth Management July 2007 - June 2010
UBS 1989 - June 2010
UBS Financial Services Inc. 2000 - 2010
UBS Investment Bank 2000 - 2002
Paine Webber 1998 - 2000
Bankers Trust - Deutsche Bank 1980 - 1998
Banker's Trust Company 1980 - 1998
Bankers Trust Company 1980 - 1989
Skills
Fixed Income, Equities, Trading, Financial Analysis, Middle Office, Portfolio Management, Wealth Management, Trading Systems, Financial Services, Derivatives, Banking, Investment Banking, Bloomberg, Capital Markets, Market Data, Electronic Trading, Back Office, Securities, Sybase, Settlement, Credit Derivatives, Equity Derivatives
Education
Pace University 1986 — 1994
MBA, Information Systems
Baruch College, City University of New York (CUNY) 1973 — 1976
Barclays Wealth September 2010 - Present
UBS Wealth Management July 2007 - June 2010
UBS 1989 - June 2010
UBS Financial Services Inc. 2000 - 2010
UBS Investment Bank 2000 - 2002
Paine Webber 1998 - 2000
Bankers Trust - Deutsche Bank 1980 - 1998
Banker's Trust Company 1980 - 1998
Bankers Trust Company 1980 - 1989
Skills
Fixed Income, Equities, Trading, Financial Analysis, Middle Office, Portfolio Management, Wealth Management, Trading Systems, Financial Services, Derivatives, Banking, Investment Banking, Bloomberg, Capital Markets, Market Data, Electronic Trading, Back Office, Securities, Sybase, Settlement, Credit Derivatives, Equity Derivatives
Education
Pace University 1986 — 1994
MBA, Information Systems
Baruch College, City University of New York (CUNY) 1973 — 1976
Jennifer Vetromile's Bankers Trust Company Experience 1978 - 1998
Job Financial Services Professional
Industry Financial Services
Experience
Goldman Sachs October 2009 - December 2009
Bankers Trust Company 1978 - 1998
Bankers Trust Company 1978 - 1998
Education
Boston College 1974 — 1978
BA, Economics, Spanish Literature
Goldman Sachs October 2009 - December 2009
Bankers Trust Company 1978 - 1998
Bankers Trust Company 1978 - 1998
Education
Boston College 1974 — 1978
BA, Economics, Spanish Literature
Joe Boafo, MSOM, CBCP's Bankers Trust Company Experience 1989 - 1991
Job Enterprise Resliency at UPS Information Technology
Industry Transportation/Trucking/Railroad
Experience
UPS November 2014 - Present
UPS 2004 - Present
UPS 1999 - 2003
UPS 1991 - 1999
Banker's Trust Company 1989 - 1991
The Travelers Company 1986 - 1989
The Travelers Company 1985 - 1986
Wachovia Bank June 1983 - 1985
Education
Central Connecticut State University 1987 — 1989
M.S., Organizational Management
Hampden-Sydney College 1979 — 1983
B.S., Mathematics & Computer Science
UPS November 2014 - Present
UPS 2004 - Present
UPS 1999 - 2003
UPS 1991 - 1999
Banker's Trust Company 1989 - 1991
The Travelers Company 1986 - 1989
The Travelers Company 1985 - 1986
Wachovia Bank June 1983 - 1985
Education
Central Connecticut State University 1987 — 1989
M.S., Organizational Management
Hampden-Sydney College 1979 — 1983
B.S., Mathematics & Computer Science
Larry Villani's Bankers Trust Company Experience January 1989 - January 1996
Job QA/Technical Support Manager
Industry Information Technology and Services
Experience
Fratelli Inc. Full Service Off Premise Catering January 2001 - January 2009
Medical Economics Thomson Healthcare January 1996 - January 2001
Bankers Trust Company January 1989 - January 1996
Data Base Services January 1986 - January 1989
CITIBANK N.A January 1985 - January 1986
FUTURE TECHNOLOGIES INTERNATIONAL January 1983 - January 1985
Education
City University of New York
Associate Degree, Applied Science
Fratelli Inc. Full Service Off Premise Catering January 2001 - January 2009
Medical Economics Thomson Healthcare January 1996 - January 2001
Bankers Trust Company January 1989 - January 1996
Data Base Services January 1986 - January 1989
CITIBANK N.A January 1985 - January 1986
FUTURE TECHNOLOGIES INTERNATIONAL January 1983 - January 1985
Education
City University of New York
Associate Degree, Applied Science
Alison Watkins's Bankers Trust Company Experience December 1986 - May 1988
Job Professor of Information Systems, Kate Tiedemann College of Business at USF St. Petersburg
Industry Education Management
Experience
USF St. Petersburg August 2013 - Present
Kate Tiedemann College of Business, University of South Florida St Petersburg August 2009 - May 2015
USF St. Petersburg August 2001 - July 2013
University of the Virgin Islands February 1998 - August 2001
University of Plymouth September 1994 - February 1998
Bankers Trust Company December 1986 - May 1988
Sumitomo Bank August 1985 - December 1986
Skills
Higher Education, Distance Learning, Teaching, Research, University Teaching, Public Speaking, E-Learning, Instructional Design, Strategic Planning, Curriculum Design, Analysis, Data Analysis, Microsoft Office, Courses, Non-profits
Education
Leadership St Pete 2011 — 2011
University of Plymouth 1992 — 1996
PhD, Information Systems
University of Plymouth 1991 — 1992
MSc, Intelligent Systems
Babson College 1981 — 1985
BSc, Management and Communications
East Longmeadow High School 1977 — 1981
USF St. Petersburg August 2013 - Present
Kate Tiedemann College of Business, University of South Florida St Petersburg August 2009 - May 2015
USF St. Petersburg August 2001 - July 2013
University of the Virgin Islands February 1998 - August 2001
University of Plymouth September 1994 - February 1998
Bankers Trust Company December 1986 - May 1988
Sumitomo Bank August 1985 - December 1986
Skills
Higher Education, Distance Learning, Teaching, Research, University Teaching, Public Speaking, E-Learning, Instructional Design, Strategic Planning, Curriculum Design, Analysis, Data Analysis, Microsoft Office, Courses, Non-profits
Education
Leadership St Pete 2011 — 2011
University of Plymouth 1992 — 1996
PhD, Information Systems
University of Plymouth 1991 — 1992
MSc, Intelligent Systems
Babson College 1981 — 1985
BSc, Management and Communications
East Longmeadow High School 1977 — 1981
Grace Blackwood, MBA, PMP's Bankers Trust Company Experience 1980 - 1999
Job Project Manager / Business Analyst
Industry Financial Services
Experience
Merrill Lynch / Collabera September 2012 - Present
Merrill Lynch / Collabera September 2012 - Present
PSG of Mercer County June 2009 - September 2012
UBS May 2005 - 2009
State Street Bank/Deutsche Bank/ Formerly Bankers Trust 1999 - 2004
Bankers Trust Company 1980 - 1999
Skills
Scope Management, Change Management, MS Project, Requirements Management, Risk Management, Problem Solving, Integration, Project Planning, Procedure Development, Business Process..., Project Implementation, Quality Management, Compliance, Operations Management, PMO, MS PowerPoint, Access, MS Excel, MS Visio, Vendor Management, Process Engineering, Project Management, Visio, Mergers & Acquisitions, CRM, Relationship Management, Financial Risk, Microsoft Excel, Business Analysis, Financial Analysis, Banking, SDLC, Analysis
Education
Keller Graduate School of Management of DeVry University
MBA, Project Mgmt
City University of New York-Brooklyn College
BS, Accounting
Villanova University
Six Sigma Green Belt Certificate
Merrill Lynch / Collabera September 2012 - Present
Merrill Lynch / Collabera September 2012 - Present
PSG of Mercer County June 2009 - September 2012
UBS May 2005 - 2009
State Street Bank/Deutsche Bank/ Formerly Bankers Trust 1999 - 2004
Bankers Trust Company 1980 - 1999
Skills
Scope Management, Change Management, MS Project, Requirements Management, Risk Management, Problem Solving, Integration, Project Planning, Procedure Development, Business Process..., Project Implementation, Quality Management, Compliance, Operations Management, PMO, MS PowerPoint, Access, MS Excel, MS Visio, Vendor Management, Process Engineering, Project Management, Visio, Mergers & Acquisitions, CRM, Relationship Management, Financial Risk, Microsoft Excel, Business Analysis, Financial Analysis, Banking, SDLC, Analysis
Education
Keller Graduate School of Management of DeVry University
MBA, Project Mgmt
City University of New York-Brooklyn College
BS, Accounting
Villanova University
Six Sigma Green Belt Certificate
Eddie Mui's Bankers Trust Company Experience 1991 - 1995
Job Senior Business Analyst at HSBC
Industry Banking
Experience
HSBC 2013 - Present
HSBC Overseas Corp (DE) 2003 - 2013
HSBC Private Bank 2001 - 2002
HSBC.com 2000 - 2001
Republic National Bank/HSBC 1995 - 2000
Bankers Trust Company 1991 - 1995
Bankers Trust Company 1990 - 1991
Skills
Business Analysis, Financial Modeling, Portfolio Management, Banking, Financial Analysis, Investment Banking, Data Analysis, Risk Management, Financial Risk, Financial Reporting, Fixed Income, Financial Services
Education
City University of New York-Brooklyn College 1981 — 1985
Bachelor's Degree, Accounting and Computer and information Science
HSBC 2013 - Present
HSBC Overseas Corp (DE) 2003 - 2013
HSBC Private Bank 2001 - 2002
HSBC.com 2000 - 2001
Republic National Bank/HSBC 1995 - 2000
Bankers Trust Company 1991 - 1995
Bankers Trust Company 1990 - 1991
Skills
Business Analysis, Financial Modeling, Portfolio Management, Banking, Financial Analysis, Investment Banking, Data Analysis, Risk Management, Financial Risk, Financial Reporting, Fixed Income, Financial Services
Education
City University of New York-Brooklyn College 1981 — 1985
Bachelor's Degree, Accounting and Computer and information Science
Cynthia Y Wong's Bankers Trust Company Experience May 1996 - September 1997
Job VP Fiduciary Oversight Group at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank March 2006 - Present
Citigroup Asset Management August 2004 - October 2005
Citigroup Asset Management March 2000 - July 2004
Citigroup Asset Management October 1997 - February 2004
Bankers Trust Company May 1996 - September 1997
Bank of America September 1994 - March 1996
The Chase Manhattan Bank October 1990 - August 1994
Skills
Fixed Income, Asset Managment, Portfolio Management, Securities, Financial Services, Equities, Asset Management, Risk Management, Capital Markets, Client Services
Education
City University of New York-Baruch College
BBA, Major - Finance/Minor - Accounting
Citi Private Bank March 2006 - Present
Citigroup Asset Management August 2004 - October 2005
Citigroup Asset Management March 2000 - July 2004
Citigroup Asset Management October 1997 - February 2004
Bankers Trust Company May 1996 - September 1997
Bank of America September 1994 - March 1996
The Chase Manhattan Bank October 1990 - August 1994
Skills
Fixed Income, Asset Managment, Portfolio Management, Securities, Financial Services, Equities, Asset Management, Risk Management, Capital Markets, Client Services
Education
City University of New York-Baruch College
BBA, Major - Finance/Minor - Accounting
Dave Lionette's Bankers Trust Company Experience 1987 - 1990
Job Senior Vice President Asset Managment at The Madison Companies
Industry Investment Management
Experience
The Madison Companies 2007 - Present
Republic Financial Corporation 2001 - 2007
American Commercial Capital 1998 - 2001
Citigroup 1991 - 1998
Bankers Trust Company 1987 - 1990
Bank of Boston 1983 - 1987
Skills
Divestitures &..., Insolvency/Bankruptcy, Negotiation/Legal..., Complex Litigation..., Debt & Equity..., Asset Managment, Portfolio Management, Underwriting, Due Diligence, Valuation, Financial Modeling, Financial Analysis, Investments, Risk & Capital...
Education
Bucknell University
Bachelor of Science (B.S.), Business Administration
The Madison Companies 2007 - Present
Republic Financial Corporation 2001 - 2007
American Commercial Capital 1998 - 2001
Citigroup 1991 - 1998
Bankers Trust Company 1987 - 1990
Bank of Boston 1983 - 1987
Skills
Divestitures &..., Insolvency/Bankruptcy, Negotiation/Legal..., Complex Litigation..., Debt & Equity..., Asset Managment, Portfolio Management, Underwriting, Due Diligence, Valuation, Financial Modeling, Financial Analysis, Investments, Risk & Capital...
Education
Bucknell University
Bachelor of Science (B.S.), Business Administration
David Dysenchuk's Bankers Trust Company Experience March 1989 - February 1993
Job Managing Director at SunTrust Robinson Humphrey
Industry
Experience
SunTrust Robinson Humphrey January 2013 - Present
Credit Agricole-CIB February 2008 - January 2013
Capmark Finance, Inc. February 2006 - January 2008
ABN AMRO Bank N.V. January 2002 - February 2006
Merrill Lynch February 1998 - November 2001
Union Bank of Switzerland March 1993 - January 1998
Bankers Trust Company March 1989 - February 1993
Chemical Bank September 1978 - February 1989
Skills
Series 7, 63 and 24...
Education
Tufts University - The Fletcher School of Law and Diplomacy 1976 — 1978
MALD, International Law and Energy
University of Colorado Boulder 1975 — 1976
MA, Political Science and Government
Bates College 1970 — 1974
Bachelor's degree, Political Science and Government
SunTrust Robinson Humphrey January 2013 - Present
Credit Agricole-CIB February 2008 - January 2013
Capmark Finance, Inc. February 2006 - January 2008
ABN AMRO Bank N.V. January 2002 - February 2006
Merrill Lynch February 1998 - November 2001
Union Bank of Switzerland March 1993 - January 1998
Bankers Trust Company March 1989 - February 1993
Chemical Bank September 1978 - February 1989
Skills
Series 7, 63 and 24...
Education
Tufts University - The Fletcher School of Law and Diplomacy 1976 — 1978
MALD, International Law and Energy
University of Colorado Boulder 1975 — 1976
MA, Political Science and Government
Bates College 1970 — 1974
Bachelor's degree, Political Science and Government
Denise Charter-Jones, CPA's Bankers Trust Company Experience January 2012 - Present
Job VP, Director of Taxation at Bankers Trust Company
Industry Accounting
Experience
Bankers Trust Company January 2012 - Present
Skills
Tax, Financial Reporting, International Tax, Accounting, CPA, Internal Controls, Financial Services, Auditing, Income Tax, SEC filings, Corporate Tax, Financial Analysis, US GAAP, Tax Accounting, Sarbanes-Oxley Act
Education
Central College
BA
Bankers Trust Company January 2012 - Present
Skills
Tax, Financial Reporting, International Tax, Accounting, CPA, Internal Controls, Financial Services, Auditing, Income Tax, SEC filings, Corporate Tax, Financial Analysis, US GAAP, Tax Accounting, Sarbanes-Oxley Act
Education
Central College
BA
Douglas R. Wulffleff's Bankers Trust Company Experience 1969 - 1985
Job Vice President Strategy and Corporate Development at VWR
Industry Investment Banking
Experience
VWR International, LLC March 2013 - Present
BDO Canada Transaction Advisory Services Inc. September 2010 - February 2013
BDO Capital Advisors, LLC June 2004 - November 2010
Arthur Andersen, LLP June 1999 - June 2004
Coopers & Lybrand 1990 - 1994
BT Securities 1985 - 1990
Bankers Trust Company 1969 - 1985
Skills
Mergers & Acquisitions, Due Diligence, Valuation, Corporate Finance, Business Valuation, M&A experience, Corporate Development, Financial Analysis, Private Equity, Business Strategy, Restructuring, Divestitures, Financial Modeling, Venture Capital, Strategy, Finance, Corporate Governance, Financial Structuring, Financial Reporting, Strategic Financial..., Acquisitions, Managerial Finance, Mergers, Investment Banking, IPO, Accounting, Capital Raising, Purchase Price..., Forensic Accounting, Investments, Intangible Assets, Debt Restructuring, Financial Advisory, Project Finance, LBO, Capital Markets, Start-ups, IFRS, Equity Valuation, DCF, Equities, Working Capital..., Transaction Processing, Emerging Markets, Consolidation, Acquisition Integration, Intellectual Property..., Funding, Bloomberg, Financial Planning
Education
Adelphi University 1972 — 1975
MBA, Finance, With Honors
Colgate University 1965 — 1969
A.B., Psycology
VWR International, LLC March 2013 - Present
BDO Canada Transaction Advisory Services Inc. September 2010 - February 2013
BDO Capital Advisors, LLC June 2004 - November 2010
Arthur Andersen, LLP June 1999 - June 2004
Coopers & Lybrand 1990 - 1994
BT Securities 1985 - 1990
Bankers Trust Company 1969 - 1985
Skills
Mergers & Acquisitions, Due Diligence, Valuation, Corporate Finance, Business Valuation, M&A experience, Corporate Development, Financial Analysis, Private Equity, Business Strategy, Restructuring, Divestitures, Financial Modeling, Venture Capital, Strategy, Finance, Corporate Governance, Financial Structuring, Financial Reporting, Strategic Financial..., Acquisitions, Managerial Finance, Mergers, Investment Banking, IPO, Accounting, Capital Raising, Purchase Price..., Forensic Accounting, Investments, Intangible Assets, Debt Restructuring, Financial Advisory, Project Finance, LBO, Capital Markets, Start-ups, IFRS, Equity Valuation, DCF, Equities, Working Capital..., Transaction Processing, Emerging Markets, Consolidation, Acquisition Integration, Intellectual Property..., Funding, Bloomberg, Financial Planning
Education
Adelphi University 1972 — 1975
MBA, Finance, With Honors
Colgate University 1965 — 1969
A.B., Psycology
Joe Norflus's Bankers Trust Company Experience September 1984 - March 1991
Job Financial Consultant and Advisory Professional
Industry Financial Services
Experience
JHN Consulting October 2013 - Present
ProCure Treatment Centers September 2011 - October 2013
JHN Consulting October 2009 - September 2011
Barclays Capital March 2006 - January 2009
GOLDMAN, SACHS & CO March 1998 - March 2006
Communications Group July 1995 - March 1998
Josef H March 1991 - March 1998
Loan Syndications Group March 1991 - July 1995
Media Group September 1988 - March 1991
BANKERS TRUST COMPANY September 1984 - March 1991
Skills
Structured Finance, Corporate Finance, Investments, Finance, Credit, Business Development, Restructuring, Leadership, Loans, Investment Banking, Management, Derivatives, Project Finance, Leveraged Finance
Education
THE WHARTON SCHOOL OF BUSINESS
MBA; High
Brown University 1980 — 1984
B.S, Applied Mathematics/Economics
JHN Consulting October 2013 - Present
ProCure Treatment Centers September 2011 - October 2013
JHN Consulting October 2009 - September 2011
Barclays Capital March 2006 - January 2009
GOLDMAN, SACHS & CO March 1998 - March 2006
Communications Group July 1995 - March 1998
Josef H March 1991 - March 1998
Loan Syndications Group March 1991 - July 1995
Media Group September 1988 - March 1991
BANKERS TRUST COMPANY September 1984 - March 1991
Skills
Structured Finance, Corporate Finance, Investments, Finance, Credit, Business Development, Restructuring, Leadership, Loans, Investment Banking, Management, Derivatives, Project Finance, Leveraged Finance
Education
THE WHARTON SCHOOL OF BUSINESS
MBA; High
Brown University 1980 — 1984
B.S, Applied Mathematics/Economics
Alina Kedzierska's Bankers Trust Company Experience March 1994 - February 1995
Job Associate Manager at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp April 2014 - Present
Citco Fund Services July 2013 - April 2014
NEUROLOGY CONSULTANTS OF NEW YORK, P.C. New York, NY May 2011 - September 2011
KBC Financial Products February 2006 - December 2008
HVB July 2003 - October 2005
International Fund Services (Ireland) Ltd, A State Street Company August 2000 - July 2003
THE BANK OF TOKYO March 1999 - July 2000
Capital Markets Group's Back Office February 1995 - February 1999
BANKERS TRUST COMPANY March 1994 - February 1995
Ministry of Foreign Trade, Warsaw, Poland May 1989 - September 1989
Skills
Equities, Financial Reporting, Back Office, Bonds, FX, Financial Analysis, Fund Administration, Derivatives, Hedge Funds, Options, FX Options, Trading, Swaps, Portfolio Management, Fixed Income, Middle Office
Education
Baruch College 2011 — 2012
Financial Statement Analysis and Securities Valuation
Pace University - Lubin School of Business 1992 — 1994
BBA, International Management
Warsaw School of Economics 1985 — 1989
Combined B.A./M.B.A, Foreign Trade
SS&C GlobeOp April 2014 - Present
Citco Fund Services July 2013 - April 2014
NEUROLOGY CONSULTANTS OF NEW YORK, P.C. New York, NY May 2011 - September 2011
KBC Financial Products February 2006 - December 2008
HVB July 2003 - October 2005
International Fund Services (Ireland) Ltd, A State Street Company August 2000 - July 2003
THE BANK OF TOKYO March 1999 - July 2000
Capital Markets Group's Back Office February 1995 - February 1999
BANKERS TRUST COMPANY March 1994 - February 1995
Ministry of Foreign Trade, Warsaw, Poland May 1989 - September 1989
Skills
Equities, Financial Reporting, Back Office, Bonds, FX, Financial Analysis, Fund Administration, Derivatives, Hedge Funds, Options, FX Options, Trading, Swaps, Portfolio Management, Fixed Income, Middle Office
Education
Baruch College 2011 — 2012
Financial Statement Analysis and Securities Valuation
Pace University - Lubin School of Business 1992 — 1994
BBA, International Management
Warsaw School of Economics 1985 — 1989
Combined B.A./M.B.A, Foreign Trade
Susan Reiter Simowitz's Bankers Trust Company Experience 1978 - 2000
Job Financial Services Professional
Industry Financial Services
Experience
State Street Bank and Trust Company 2001 - 2008
Deutsche Bank 2000 - 2002
Bankers Trust Company 1978 - 2000
Skills
Process Improvement
Education
Institute for Paralegal Training, Philadelphia, PA 1974 — 1974
Certificate, Estates and Trusts, Estates and Trusts
Boston University 1969 — 1973
BA, Sociology
State Street Bank and Trust Company 2001 - 2008
Deutsche Bank 2000 - 2002
Bankers Trust Company 1978 - 2000
Skills
Process Improvement
Education
Institute for Paralegal Training, Philadelphia, PA 1974 — 1974
Certificate, Estates and Trusts, Estates and Trusts
Boston University 1969 — 1973
BA, Sociology
Frank Calabro's Bankers Trust Company Experience October 1976 - July 1981
Job Retired Partner, PricewaterhouseCoopers LLP
Industry Accounting
Experience
PricewaterhouseCoopers LLP August 1981 - Present
Bankers Trust Company October 1976 - July 1981
Skills
CPA 1981, Adjunct Professor:..., 2007 - 2008
Education
Pace University - Lubin School of Business 1978 — 1981
Brooklyn College 1972 — 1976
PricewaterhouseCoopers LLP August 1981 - Present
Bankers Trust Company October 1976 - July 1981
Skills
CPA 1981, Adjunct Professor:..., 2007 - 2008
Education
Pace University - Lubin School of Business 1978 — 1981
Brooklyn College 1972 — 1976
Gregory MacKay's Bankers Trust Company Experience 1992 - 1999
Job Co Founder and Chief Risk Officer at Coherence Capital Partners LLC
Industry Financial Services
Experience
White Tiger Partners LLC 2008 - Present
Coherence Capital Partners LLC January 2012 - December 2014
Jefferson National Asset Management April 2011 - December 2011
The PrinceRidge Group September 2009 - April 2011
Sailfish Capital Partners April 2005 - December 2008
UBS 2000 - 2005
Deutsche Bank June 1999 - June 2000
Bankers Trust Company 1992 - 1999
Skills
Portfolio Management, Fixed Income, Hedge Funds, Credit Derivatives, Structured Products, Bonds, Structured Finance, Derivatives, Asset Managment, Asset Management, Alternative Investments, Trading, Financial Risk, Investments, Equities, Investment Banking, Investment Management, Capital Markets
Education
Central Connecticut State University 1987 — 1991
BA, Finance
White Tiger Partners LLC 2008 - Present
Coherence Capital Partners LLC January 2012 - December 2014
Jefferson National Asset Management April 2011 - December 2011
The PrinceRidge Group September 2009 - April 2011
Sailfish Capital Partners April 2005 - December 2008
UBS 2000 - 2005
Deutsche Bank June 1999 - June 2000
Bankers Trust Company 1992 - 1999
Skills
Portfolio Management, Fixed Income, Hedge Funds, Credit Derivatives, Structured Products, Bonds, Structured Finance, Derivatives, Asset Managment, Asset Management, Alternative Investments, Trading, Financial Risk, Investments, Equities, Investment Banking, Investment Management, Capital Markets
Education
Central Connecticut State University 1987 — 1991
BA, Finance
SauMei Au-Yeung's Bankers Trust Company Experience December 1995 - September 1997
Job Executive Assistant
Industry Insurance
Experience
AIG June 2008 - January 2013
AIG Insurance August 2003 - May 2008
BBDO ADVERTISMENT, INC November 1999 - July 2002
BUSINESS INFORMATION DEVELOPMENT MANAGEMENT CORP November 1997 - October 1999
BANKERS TRUST COMPANY December 1995 - September 1997
Skills
General Insurance, Risk Management, Microsoft Office tools..., Management, Leadership, Insurance, Microsoft Excel, Access, Administrative..., Business Analysis, Payroll
Education
Borough of Manhattan Community College 2006 — 2011
Associate of Business Administration, Business Administration and Management, General
AIG June 2008 - January 2013
AIG Insurance August 2003 - May 2008
BBDO ADVERTISMENT, INC November 1999 - July 2002
BUSINESS INFORMATION DEVELOPMENT MANAGEMENT CORP November 1997 - October 1999
BANKERS TRUST COMPANY December 1995 - September 1997
Skills
General Insurance, Risk Management, Microsoft Office tools..., Management, Leadership, Insurance, Microsoft Excel, Access, Administrative..., Business Analysis, Payroll
Education
Borough of Manhattan Community College 2006 — 2011
Associate of Business Administration, Business Administration and Management, General
SRINIVAS HOLALI's Bankers Trust Company Experience January 1985 - December 1999
Job TRADE FINANCE
Industry Banking
Experience
Deutsche Bank / Bankers Trust Company January 1985 - June 2011
BANKING TRADE FINANCE, MONEY TRANSFER January 1985 - June 2011
Deutsche Bank 1999 - 2011
Bankers Trust Company January 1985 - December 1999
State Bank of India December 1983 - December 1984
STATE BANK OF MYSORE June 1979 - May 1983
STATE BANK OF MYSORE January 1979 - January 1983
Skills
Banking, Loans, Commercial Banking, Trade Finance, SWIFT, Investment Banking, FX, Structured Finance, FX Options, SWIFT payments, Letters of Credit, Trading, Payments, AML, Commodity, OFAC, Finance, Credit Risk, Foreign Exchange, Bank Secrecy Act, KYC, Accounting, Fixed Income, Credit, Syndications, Loan Origination, Cash Management, Risk Management, Branch Banking, Corporate Finance, Treasury Management, Financial Transactions, USA PATRIOT Act, Operational Risk, Retail Banking, Credit Analysis, Equities, Core Banking, Financial Risk, Capital Markets, Derivatives, Financial Institutions, Swaps, Financial Services, Middle Office, Private Banking, Treasury, Prime Brokerage, Relationship Management, Financial Markets
Education
Bangalore University
B.S
CAIIB PART I FROM INDIAN INSTITUTE OF BANKERS
B.S, SCJENCE
CAIIB Part I (Indian Institute of Bankers)
REPUTED SCHOOL IN USA
BUSINESS ANALYST
Deutsche Bank / Bankers Trust Company January 1985 - June 2011
BANKING TRADE FINANCE, MONEY TRANSFER January 1985 - June 2011
Deutsche Bank 1999 - 2011
Bankers Trust Company January 1985 - December 1999
State Bank of India December 1983 - December 1984
STATE BANK OF MYSORE June 1979 - May 1983
STATE BANK OF MYSORE January 1979 - January 1983
Skills
Banking, Loans, Commercial Banking, Trade Finance, SWIFT, Investment Banking, FX, Structured Finance, FX Options, SWIFT payments, Letters of Credit, Trading, Payments, AML, Commodity, OFAC, Finance, Credit Risk, Foreign Exchange, Bank Secrecy Act, KYC, Accounting, Fixed Income, Credit, Syndications, Loan Origination, Cash Management, Risk Management, Branch Banking, Corporate Finance, Treasury Management, Financial Transactions, USA PATRIOT Act, Operational Risk, Retail Banking, Credit Analysis, Equities, Core Banking, Financial Risk, Capital Markets, Derivatives, Financial Institutions, Swaps, Financial Services, Middle Office, Private Banking, Treasury, Prime Brokerage, Relationship Management, Financial Markets
Education
Bangalore University
B.S
CAIIB PART I FROM INDIAN INSTITUTE OF BANKERS
B.S, SCJENCE
CAIIB Part I (Indian Institute of Bankers)
REPUTED SCHOOL IN USA
BUSINESS ANALYST
Jill Figgins-Burns's Bankers Trust Company Experience July 2009 - July 2012
Job Sr. Administrative Assistant at Voya Financial
Industry Financial Services
Experience
Voya Financial December 2013 - Present
John Deere Intelligent Solutions Group July 2012 - December 2013
Bankers Trust Company July 2009 - July 2012
Citi October 2006 - November 2008
Iowa Bankers Association October 2004 - October 2006
Iowa Bankers Mortgage Corporation September 2003 - October 2004
Skills
Microsoft Office 2007, Microsoft CRM, Mac OS X, Microsoft Dynamics, Typing 50-60 wpm, Human Resources, OS X, Training, Microsoft Excel, Microsoft Office, Time Management, Customer Service, PowerPoint
Education
Central College 1999 — 2003
Bachelor of Arts (BA), Exercise Science-Health Promotion
Atlantic High School 1995 — 1999
Voya Financial December 2013 - Present
John Deere Intelligent Solutions Group July 2012 - December 2013
Bankers Trust Company July 2009 - July 2012
Citi October 2006 - November 2008
Iowa Bankers Association October 2004 - October 2006
Iowa Bankers Mortgage Corporation September 2003 - October 2004
Skills
Microsoft Office 2007, Microsoft CRM, Mac OS X, Microsoft Dynamics, Typing 50-60 wpm, Human Resources, OS X, Training, Microsoft Excel, Microsoft Office, Time Management, Customer Service, PowerPoint
Education
Central College 1999 — 2003
Bachelor of Arts (BA), Exercise Science-Health Promotion
Atlantic High School 1995 — 1999
Margaret Linvill Smith's Bankers Trust Company Experience September 1987 - May 1989
Job President at Linvill Properties
Industry Commercial Real Estate
Experience
Linvill Properties May 2000 - Present
Linvill Advisory Services, LLC September 1993 - May 2000
PwC September 1991 - September 1993
Bankers Trust Company September 1987 - May 1989
Skills
Disposition, Leases, Location Intelligence, Real Estate, Real Estate Development, Investment Properties, Real Estate Transactions, Tenant Representation, Corporate Real Estate, Brokerage
Education
The University of Chicago - Booth School of Business 1989 — 1991
Master of Business Administration (MBA), Accounting and Business/Management
Brown University 1983 — 1987
Bachelor of Arts (B.A.), Economics
Linvill Properties May 2000 - Present
Linvill Advisory Services, LLC September 1993 - May 2000
PwC September 1991 - September 1993
Bankers Trust Company September 1987 - May 1989
Skills
Disposition, Leases, Location Intelligence, Real Estate, Real Estate Development, Investment Properties, Real Estate Transactions, Tenant Representation, Corporate Real Estate, Brokerage
Education
The University of Chicago - Booth School of Business 1989 — 1991
Master of Business Administration (MBA), Accounting and Business/Management
Brown University 1983 — 1987
Bachelor of Arts (B.A.), Economics
ozelle jones's Bankers Trust Company Experience 1971 - 1975
Job Resolutions and Receivership Specialist at Federal Deposit Insurance Corporation
Industry Banking
Experience
Federal Deposit Insurance Corporation 2012 - Present
AMERGOLD ENTERPRISES 2009 - 2012
MISSION OAKS FUNDING 2003 - 2008
TOMLINSON FINANCIAL GROUP INC. 2002 - 2003
SUN AMERICA SECURITIES 2001 - 2001
CINEMOBILE 1994 - 2000
CENTURY BANK 1991 - 1994
LLOYDS BANK/SANWA 1983 - 1989
COMMUNITY BANK 1975 - 1982
BANKERS TRUST COMPANY 1971 - 1975
Skills
Credit, Credit Analysis, Commercial Banking, Credit Risk, Commercial Lending, Risk Management, Financial Analysis, Portfolio Management, Mortgage Lending, Financial Risk, Financial Institutions, Underwriting, Small Business Lending, Loan Origination, Bank Secrecy Act, Capital Markets, Asset Managment, Financial Consulting
Education
GOLDEN GATE UNIVERSITY 1983 — 1986
Master of Business Administration (M.B.A.), BANKING
City University of New York City College 1967 — 1971
Bachelor of Applied Science (B.A.Sc.), Economics
Federal Deposit Insurance Corporation 2012 - Present
AMERGOLD ENTERPRISES 2009 - 2012
MISSION OAKS FUNDING 2003 - 2008
TOMLINSON FINANCIAL GROUP INC. 2002 - 2003
SUN AMERICA SECURITIES 2001 - 2001
CINEMOBILE 1994 - 2000
CENTURY BANK 1991 - 1994
LLOYDS BANK/SANWA 1983 - 1989
COMMUNITY BANK 1975 - 1982
BANKERS TRUST COMPANY 1971 - 1975
Skills
Credit, Credit Analysis, Commercial Banking, Credit Risk, Commercial Lending, Risk Management, Financial Analysis, Portfolio Management, Mortgage Lending, Financial Risk, Financial Institutions, Underwriting, Small Business Lending, Loan Origination, Bank Secrecy Act, Capital Markets, Asset Managment, Financial Consulting
Education
GOLDEN GATE UNIVERSITY 1983 — 1986
Master of Business Administration (M.B.A.), BANKING
City University of New York City College 1967 — 1971
Bachelor of Applied Science (B.A.Sc.), Economics
Arnold Parkes's Bankers Trust Company Experience May 1980 - February 1994
Job Accounting Director at Tournament Players Club Tampa Bay
Industry Sports
Experience
Tournament Players Club Tampa Bay June 2007 - Present
Argosy Book Store June 1995 - April 2007
Bankers Trust Company May 1980 - February 1994
Skills
Accounting, Financial Reporting, Financial Analysis, Internal Controls, Financial Accounting, General Ledger, Budgets, Auditing, Accounts Payable, Forecasting
Education
City University of New York-Brooklyn College 1983 — 1984
Accounting and Business/Management
Excelsior Community College 1976 — 1978
Associate's degree, Accounting
Tournament Players Club Tampa Bay June 2007 - Present
Argosy Book Store June 1995 - April 2007
Bankers Trust Company May 1980 - February 1994
Skills
Accounting, Financial Reporting, Financial Analysis, Internal Controls, Financial Accounting, General Ledger, Budgets, Auditing, Accounts Payable, Forecasting
Education
City University of New York-Brooklyn College 1983 — 1984
Accounting and Business/Management
Excelsior Community College 1976 — 1978
Associate's degree, Accounting
Mark Foreman's Bankers Trust Company Experience February 1981 - June 1999
Job Managing Director, Human Resources at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank June 1999 - February 2013
Bankers Trust Company February 1981 - June 1999
Skills
International Business..., Employee Relations, Performance Management, Management, Deferred Compensation, Strategy, Asset Management, Recruiting, Human Resources, Talent Management, Corporate Finance, Hiring, Equities, Capital Markets, Banking, Mergers & Acquisitions, Employee Engagement
Education
SUNY Binghamton
Master's degree, English Language and Literature/Letters
SUNY Fredonia
Bachelor of Arts (B.A.), English Language and Literature/Letters
Deutsche Bank June 1999 - February 2013
Bankers Trust Company February 1981 - June 1999
Skills
International Business..., Employee Relations, Performance Management, Management, Deferred Compensation, Strategy, Asset Management, Recruiting, Human Resources, Talent Management, Corporate Finance, Hiring, Equities, Capital Markets, Banking, Mergers & Acquisitions, Employee Engagement
Education
SUNY Binghamton
Master's degree, English Language and Literature/Letters
SUNY Fredonia
Bachelor of Arts (B.A.), English Language and Literature/Letters
Jane Fried Sheinfeld's Bankers Trust Company Experience 1987 - 1994
Job Owner
Industry Consumer Goods
Experience
The Pieced Palette September 2009 - Present
BT Futures 1994 - 1995
Bankers Trust Company 1987 - 1994
Citicorp June 1982 - December 1986
Skills
Start-ups, Business Strategy, Entrepreneurship, Strategic Planning, Strategy
Education
University of Pennsylvania 1985 — 1987
MSE, Computer Science
University of Pennsylvania - The Wharton School 1985 — 1986
MBA, Decision Sciences
Brown University 1978 — 1982
AB, Biology, General
The Pieced Palette September 2009 - Present
BT Futures 1994 - 1995
Bankers Trust Company 1987 - 1994
Citicorp June 1982 - December 1986
Skills
Start-ups, Business Strategy, Entrepreneurship, Strategic Planning, Strategy
Education
University of Pennsylvania 1985 — 1987
MSE, Computer Science
University of Pennsylvania - The Wharton School 1985 — 1986
MBA, Decision Sciences
Brown University 1978 — 1982
AB, Biology, General
Jeffrey S. Kass's Bankers Trust Company Experience May 1993 - December 1995
Job Portfolio Manager at Macro Situations
Industry Financial Services
Experience
Macro Situations June 2005 - Present
Hudson Biscayne Capital Management June 2003 - June 2005
Kensington Advisors January 2000 - June 2003
Capra Asset Management January 1998 - January 2000
JSK Capital September 1996 - December 1998
Tokai Bank Europe December 1995 - September 1996
Bankers Trust Company May 1993 - December 1995
Moore Capital Management October 1990 - May 1993
Lehman Brothers February 1989 - October 1990
Financial Instrument Exchange December 1986 - February 1989
Skills
Political Risk Analysis, International Economics, Global Macro, Emerging Markets, Hedge Funds, Fixed Income, Foreign Exchange, Commodity Markets, Options Strategies, Exotic Derivatives, Equity Derivatives, Risk Management, Game Theory, Trading
Education
City University of New York-Baruch College 1984 — 1986
Master of Business Administration (MBA), International Finance
Temple University - Fox School of Business and Management 1979 — 1983
Bachelor of Business Administration (BBA), International Finance
east meadow high school
Macro Situations June 2005 - Present
Hudson Biscayne Capital Management June 2003 - June 2005
Kensington Advisors January 2000 - June 2003
Capra Asset Management January 1998 - January 2000
JSK Capital September 1996 - December 1998
Tokai Bank Europe December 1995 - September 1996
Bankers Trust Company May 1993 - December 1995
Moore Capital Management October 1990 - May 1993
Lehman Brothers February 1989 - October 1990
Financial Instrument Exchange December 1986 - February 1989
Skills
Political Risk Analysis, International Economics, Global Macro, Emerging Markets, Hedge Funds, Fixed Income, Foreign Exchange, Commodity Markets, Options Strategies, Exotic Derivatives, Equity Derivatives, Risk Management, Game Theory, Trading
Education
City University of New York-Baruch College 1984 — 1986
Master of Business Administration (MBA), International Finance
Temple University - Fox School of Business and Management 1979 — 1983
Bachelor of Business Administration (BBA), International Finance
east meadow high school
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation