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
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Bankers Trust Company Employees
Employee
Years
Job
Industry
David Potterton David Potterton's Bankers Trust Company Experience 1987 - 1993
Job Director, Business Banking at Digital Insight
Industry Financial Services
Experience
Digital Insight November 2014 - Present
Cornerstone Advisors, Inc. January 2014 - November 2014
salesforce.com June 2013 - January 2014
Financial Insights October 2008 - June 2013
JPMorgan Chase November 2001 - September 2008
Meridien Research 1999 - November 2001
BankBoston 1995 - 1999
Wachovia 1992 - 1994
Bankers Trust Company 1987 - 1993
Skills
Banking, Risk Management, Capital Markets, Investment Banking, Risk, Analysis, Leadership, Consulting, IT Strategy, Marketing, Business Strategy, Research, Product Management, Strategy, Financial Services, Financial Risk, Salesforce.com, Payments, Business Development, Analytics, Equities, Credit Risk, Business Analysis, Market Research, Start-ups, Retail Banking, Management Consulting, Cash Management, Mergers & Acquisitions, Credit, Portfolio Management, Treasury Management, Commercial Banking
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA, Business
North Carolina State University 1983 — 1984
BA, Business Mgmt and Economics
Digital Insight November 2014 - Present
Cornerstone Advisors, Inc. January 2014 - November 2014
salesforce.com June 2013 - January 2014
Financial Insights October 2008 - June 2013
JPMorgan Chase November 2001 - September 2008
Meridien Research 1999 - November 2001
BankBoston 1995 - 1999
Wachovia 1992 - 1994
Bankers Trust Company 1987 - 1993
Skills
Banking, Risk Management, Capital Markets, Investment Banking, Risk, Analysis, Leadership, Consulting, IT Strategy, Marketing, Business Strategy, Research, Product Management, Strategy, Financial Services, Financial Risk, Salesforce.com, Payments, Business Development, Analytics, Equities, Credit Risk, Business Analysis, Market Research, Start-ups, Retail Banking, Management Consulting, Cash Management, Mergers & Acquisitions, Credit, Portfolio Management, Treasury Management, Commercial Banking
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA, Business
North Carolina State University 1983 — 1984
BA, Business Mgmt and Economics
Dennis P. Brennan Dennis P. Brennan's Bankers Trust Company Experience January 1983 - December 1986
Job Municipal Court Judge for the City of Hardeeville, South Carolina
Industry Judiciary
Experience
Parris Island Historical and Museum Society March 2013 - Present
Beaufort County Sheriff's Office March 2010 - Present
City of Hardeeville, South Carolina August 2014 - December 2014
Brennan & Domenici Associates, Inc, . June 1989 - August 2009
Columbia County, New York January 1987 - September 1989
Bankers Trust Company January 1983 - December 1986
Detectives' Endowment Association, New York Police Department July 1972 - June 1983
District Attorney's Office Squad, New York County (DAOSNY) August 1964 - September 1974
United States Marine Corps October 1953 - September 1956
Skills
Contract Negotiation, Military, Law Enforcement, Marketing Research, Public Relations, Marketing Strategy, Marketing Communications, Business Strategy, Strategic Planning, Marketing, Evidence, Surveillance, Employee Benefits, Newsletters, Enforcement, Sales, Management, Private Investigations, Leadership, Training, Policy, Criminal Justice, Police, Criminal Investigations, Recruiting, Government, Courts, Interviews, Trials, Investigation, Strategy, Patrol, Background Checks, Crime Prevention, Interrogation, Crisis Management, Disaster Response, Public Safety, Workplace Violence, Internal Investigations, Firearms, Homeland Security, Executive Protection, Emergency Management, First Responder, Preparedness, Counterterrorism, Personal Protection, Incident Command, Tactics
Education
City University of New York 1971 — 1974
30 Graduate Credits towards a Masters in Public Administration, Public Administration
John Jay College of Criminal Justice 1964 — 1970
Bachelor of Science, Criminal Justice
Wharton School of Finance, University of Pennsylania 1969 — 1969
Certificate, Workshop on Institutional Money Management
Marine Corps Institute, Washington, D.C. 1955 — 1956
Certificate, Test Construction
Parris Island Historical and Museum Society March 2013 - Present
Beaufort County Sheriff's Office March 2010 - Present
City of Hardeeville, South Carolina August 2014 - December 2014
Brennan & Domenici Associates, Inc, . June 1989 - August 2009
Columbia County, New York January 1987 - September 1989
Bankers Trust Company January 1983 - December 1986
Detectives' Endowment Association, New York Police Department July 1972 - June 1983
District Attorney's Office Squad, New York County (DAOSNY) August 1964 - September 1974
United States Marine Corps October 1953 - September 1956
Skills
Contract Negotiation, Military, Law Enforcement, Marketing Research, Public Relations, Marketing Strategy, Marketing Communications, Business Strategy, Strategic Planning, Marketing, Evidence, Surveillance, Employee Benefits, Newsletters, Enforcement, Sales, Management, Private Investigations, Leadership, Training, Policy, Criminal Justice, Police, Criminal Investigations, Recruiting, Government, Courts, Interviews, Trials, Investigation, Strategy, Patrol, Background Checks, Crime Prevention, Interrogation, Crisis Management, Disaster Response, Public Safety, Workplace Violence, Internal Investigations, Firearms, Homeland Security, Executive Protection, Emergency Management, First Responder, Preparedness, Counterterrorism, Personal Protection, Incident Command, Tactics
Education
City University of New York 1971 — 1974
30 Graduate Credits towards a Masters in Public Administration, Public Administration
John Jay College of Criminal Justice 1964 — 1970
Bachelor of Science, Criminal Justice
Wharton School of Finance, University of Pennsylania 1969 — 1969
Certificate, Workshop on Institutional Money Management
Marine Corps Institute, Washington, D.C. 1955 — 1956
Certificate, Test Construction
Brian Polchinski Brian Polchinski's Bankers Trust Company Experience June 1980 - June 1999
Job Senior Tax Planning Advisor at Chase Paymentech
Industry Financial Services
Experience
Chase Paymentech December 2010 - Present
Deutsche Bank June 1999 - December 2010
Bankers Trust Company June 1980 - June 1999
Skills
Financial Planners, Pensions, FATCA, Project Planning, Investments, Financial Analysis, Risk Management, Strategic Financial..., Financial Reporting, Finance, Financial Services, Financial Risk, Cash Management, Tax, Securities
Education
Pace University - Lubin School of Business 1989 — 1995
Master of Business Administration (MBA), Taxation
City University of New York-Herbert H. Lehman College 1972 — 1976
Accounting
Chase Paymentech December 2010 - Present
Deutsche Bank June 1999 - December 2010
Bankers Trust Company June 1980 - June 1999
Skills
Financial Planners, Pensions, FATCA, Project Planning, Investments, Financial Analysis, Risk Management, Strategic Financial..., Financial Reporting, Finance, Financial Services, Financial Risk, Cash Management, Tax, Securities
Education
Pace University - Lubin School of Business 1989 — 1995
Master of Business Administration (MBA), Taxation
City University of New York-Herbert H. Lehman College 1972 — 1976
Accounting
Evan Wood Evan Wood's Bankers Trust Company Experience June 2010 - August 2011
Job Analyst at William Harris Investors, Inc
Industry Investment Management
Experience
William Harris Investors, Inc. October 2014 - Present
Cortland Capital Market Services LLC May 2013 - October 2014
Zacks Investment Research August 2011 - April 2013
Bankers Trust Company June 2010 - August 2011
Wells Fargo August 2009 - June 2010
W.R. Berkley Corporation - CWG Insurance June 2008 - August 2009
Skills
Investments, Analysis, Portfolio Management, Excel, Client Services, Trusts, Bloomberg, Accounting
Education
DePaul University 2011 — 2013
MBA with Distinction, Finance with concentration in Investment Management
Drake University 2005 — 2009
BSBA with Honors, Finance and Insurance
William Harris Investors, Inc. October 2014 - Present
Cortland Capital Market Services LLC May 2013 - October 2014
Zacks Investment Research August 2011 - April 2013
Bankers Trust Company June 2010 - August 2011
Wells Fargo August 2009 - June 2010
W.R. Berkley Corporation - CWG Insurance June 2008 - August 2009
Skills
Investments, Analysis, Portfolio Management, Excel, Client Services, Trusts, Bloomberg, Accounting
Education
DePaul University 2011 — 2013
MBA with Distinction, Finance with concentration in Investment Management
Drake University 2005 — 2009
BSBA with Honors, Finance and Insurance
Michelle Dauchy Michelle Dauchy's Bankers Trust Company Experience June 1989 - January 1993
Job Chief Marketing Officer at Mercury Marine
Industry Consumer Goods
Experience
Mercury Marine July 2015 - Present
SC Johnson December 2010 - Present
SC Johnson January 2009 - January 2010
SC Johnson & Son, Inc. June 2004 - December 2008
SC Johnson October 2002 - June 2004
SC Johnson September 2001 - September 2002
SC Johnson April 2000 - September 2001
SC Johnson August 1996 - April 2000
Chemical Bank January 1993 - May 1994
Bankers Trust Company June 1989 - January 1993
Skills
Management, Consumer Products, Brand Management, Advertising, Marketing Strategy, Marketing, Marketing Communications, Cross-functional Team..., International Marketing, Leadership, Market Research, Categorization, Product Innovation, Strategy, FMCG, Customer Insight, Retail, Product Development, Merchandising, Competitive Analysis, Brand Development, Brand Equity
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Marketing
Dartmouth College 1985 — 1989
BBA, Economics
Mercury Marine July 2015 - Present
SC Johnson December 2010 - Present
SC Johnson January 2009 - January 2010
SC Johnson & Son, Inc. June 2004 - December 2008
SC Johnson October 2002 - June 2004
SC Johnson September 2001 - September 2002
SC Johnson April 2000 - September 2001
SC Johnson August 1996 - April 2000
Chemical Bank January 1993 - May 1994
Bankers Trust Company June 1989 - January 1993
Skills
Management, Consumer Products, Brand Management, Advertising, Marketing Strategy, Marketing, Marketing Communications, Cross-functional Team..., International Marketing, Leadership, Market Research, Categorization, Product Innovation, Strategy, FMCG, Customer Insight, Retail, Product Development, Merchandising, Competitive Analysis, Brand Development, Brand Equity
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Marketing
Dartmouth College 1985 — 1989
BBA, Economics
Russell Alber Russell Alber's Bankers Trust Company Experience 1986 - 1989
Job Institutional FX Sales / Currency Risk / Electronic Trading / FX Options / Compliance / Operations
Industry Capital Markets
Experience
CIBC World Markets 2013 - 2014
Peregrine Financial Group 2011 - 2012
RBS Global Banking & Markets April 2005 - 2011
Morgan Stanley October 1999 - April 2005
Morgan Stanley Trust Company 1992 - 1999
Morgan Stanley Trust Company 1989 - 1992
Bankers Trust Company 1986 - 1989
Skills
FX Options, Foreign Exchange, Derivatives, Capital Markets, Currency, FX trading, Hedge Funds, Trading Systems, Options, Electronic Trading, Financial Markets, Structured Products, Institutional Sales, FX Hedging, Trade Compliance, Legal Compliance, Global Macro, Quantitative Investing, Alternative Investments, Pension Funds, ERISA, Dodd-Frank, Futures Trading, Swaps, Trading, Market Risk, Series 7, Series 3, Series 63, Fixed Income, Emerging Markets, Investments, Prime Brokerage, Investment Banking, Asset Management, Foreign Currency, Presentation Skills, International Sales, Macroeconomics, Mutual Funds, FX Derivatives, Bloomberg
Education
Emory University - Goizueta Business School 1985 — 1986
Bachelor of Business Administration (BBA), Finance, General
Emory University 1982 — 1986
BBA, Finance / Economics
CIBC World Markets 2013 - 2014
Peregrine Financial Group 2011 - 2012
RBS Global Banking & Markets April 2005 - 2011
Morgan Stanley October 1999 - April 2005
Morgan Stanley Trust Company 1992 - 1999
Morgan Stanley Trust Company 1989 - 1992
Bankers Trust Company 1986 - 1989
Skills
FX Options, Foreign Exchange, Derivatives, Capital Markets, Currency, FX trading, Hedge Funds, Trading Systems, Options, Electronic Trading, Financial Markets, Structured Products, Institutional Sales, FX Hedging, Trade Compliance, Legal Compliance, Global Macro, Quantitative Investing, Alternative Investments, Pension Funds, ERISA, Dodd-Frank, Futures Trading, Swaps, Trading, Market Risk, Series 7, Series 3, Series 63, Fixed Income, Emerging Markets, Investments, Prime Brokerage, Investment Banking, Asset Management, Foreign Currency, Presentation Skills, International Sales, Macroeconomics, Mutual Funds, FX Derivatives, Bloomberg
Education
Emory University - Goizueta Business School 1985 — 1986
Bachelor of Business Administration (BBA), Finance, General
Emory University 1982 — 1986
BBA, Finance / Economics
William Humphries William Humphries's Bankers Trust Company Experience April 1982 - June 1991
Job Retired as Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey May 1999 - July 2015
CIBC World Markets April 1992 - October 1998
Bankers Trust Company April 1982 - June 1991
Old First Presbyterian Church, Huntington, NY July 1973 - March 1982
Skills
Investment Banking, Capital Markets, Corporate Finance, Financial Structuring, Due Diligence, Hedge Funds, Financial Modeling, Leveraged Finance, Equity Research, Valuation, Structured Products, Fixed Income, Mergers & Acquisitions, Equities, Portfolio Management, Private Equity, Securitization, Alternative Investments, Bonds, Private Placements, Structured Finance, Derivatives, Investments
Education
New York University - Leonard N. Stern School of Business 1978 — 1982
MBA, Finance
Princeton Theological Seminary 1969 — 1973
M Div, Pastoral Theology
Dickinson College 1965 — 1969
AB, English
SunTrust Robinson Humphrey May 1999 - July 2015
CIBC World Markets April 1992 - October 1998
Bankers Trust Company April 1982 - June 1991
Old First Presbyterian Church, Huntington, NY July 1973 - March 1982
Skills
Investment Banking, Capital Markets, Corporate Finance, Financial Structuring, Due Diligence, Hedge Funds, Financial Modeling, Leveraged Finance, Equity Research, Valuation, Structured Products, Fixed Income, Mergers & Acquisitions, Equities, Portfolio Management, Private Equity, Securitization, Alternative Investments, Bonds, Private Placements, Structured Finance, Derivatives, Investments
Education
New York University - Leonard N. Stern School of Business 1978 — 1982
MBA, Finance
Princeton Theological Seminary 1969 — 1973
M Div, Pastoral Theology
Dickinson College 1965 — 1969
AB, English
David S. Smith David S. Smith's Bankers Trust Company Experience 1980 - 1991
Job Chief Financial Officer
Industry Machinery
Experience
CFO, Private Equity Owned Middle-Market (circa $300M-$2B) Manufacturer 2008 - Present
Standard Microsystems 2005 - 2008
Stonewall Capital Advisors LLC 2003 - 2005
Dover Corporation 2000 - 2002
Crane Co. 1994 - 2000
CRANE CO. 1991 - 1994
Bankers Trust Company 1980 - 1991
Skills
Strategic Planning, Mergers, Team Building, Change Management, Start-ups, New Business Development, Business Development, Strategic Partnerships, Business Planning, Negotiation, Forecasting, Accounting, Financial Analysis, Financial Reporting, Risk Management, Business Strategy, Product Development, Executive Management, Turn Around Management, Marketing Strategy
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Columbia University in the City of New York 1975 — 1979
BA, History
CFO, Private Equity Owned Middle-Market (circa $300M-$2B) Manufacturer 2008 - Present
Standard Microsystems 2005 - 2008
Stonewall Capital Advisors LLC 2003 - 2005
Dover Corporation 2000 - 2002
Crane Co. 1994 - 2000
CRANE CO. 1991 - 1994
Bankers Trust Company 1980 - 1991
Skills
Strategic Planning, Mergers, Team Building, Change Management, Start-ups, New Business Development, Business Development, Strategic Partnerships, Business Planning, Negotiation, Forecasting, Accounting, Financial Analysis, Financial Reporting, Risk Management, Business Strategy, Product Development, Executive Management, Turn Around Management, Marketing Strategy
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Columbia University in the City of New York 1975 — 1979
BA, History
Lauren Blumenfeld Lauren Blumenfeld's Bankers Trust Company Experience 1987 - 1990
Job Realtor at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage January 2010 - Present
Callidus Software 1999 - 2002
Young & Rubicam Inc 1995 - 1999
AXA Equitable Life Insurance 1991 - 1995
Bankers Trust Company 1987 - 1990
Skills
Contract Negotiation, Real Estate, Investment Properties, Management, Human Resources, Relocation, Condos, Sellers, First Time Home Buyers, Buyer Representation, Negotiation, Investments, Real Estate Transactions, Property Management
Education
Cornell University 1990 — 1992
MSILR
Cornell University 1983 — 1987
B.S.
Coldwell Banker Residential Brokerage January 2010 - Present
Callidus Software 1999 - 2002
Young & Rubicam Inc 1995 - 1999
AXA Equitable Life Insurance 1991 - 1995
Bankers Trust Company 1987 - 1990
Skills
Contract Negotiation, Real Estate, Investment Properties, Management, Human Resources, Relocation, Condos, Sellers, First Time Home Buyers, Buyer Representation, Negotiation, Investments, Real Estate Transactions, Property Management
Education
Cornell University 1990 — 1992
MSILR
Cornell University 1983 — 1987
B.S.
Mike de Windt Mike de Windt's Bankers Trust Company Experience September 1985 - March 1987
Job Sr. Managing Director & CEO at Gates Group Capital Partners
Industry Investment Management
Experience
Gates Group Capital Partners October 2002 - Present
Grand River Industries, Ltd. November 1994 - January 2000
NACCO Industries, Inc. September 1991 - November 1994
Waterfront NY Realty Corp March 1987 - September 1989
Bankers Trust Company September 1985 - March 1987
Skills
Private Equity, M&A experience, Strategic Planning, Operations Management, Business Planning, Financial Structuring, Financial Transactions, Restructuring, Asset Management, Venture Capital, Corporate Finance, Investments, Due Diligence, Corporate Development, Alternative Investments, Valuation, Private Placements, LBO, Capital Markets, Entrepreneurship, Financial Modeling
Education
Columbia Business School 1990 — 1991
Master of Business Administration (M.B.A.), Finance & Management
Williams College 1981 — 1985
Bachelor's degree, History
University School 1972 — 1981
Gates Group Capital Partners October 2002 - Present
Grand River Industries, Ltd. November 1994 - January 2000
NACCO Industries, Inc. September 1991 - November 1994
Waterfront NY Realty Corp March 1987 - September 1989
Bankers Trust Company September 1985 - March 1987
Skills
Private Equity, M&A experience, Strategic Planning, Operations Management, Business Planning, Financial Structuring, Financial Transactions, Restructuring, Asset Management, Venture Capital, Corporate Finance, Investments, Due Diligence, Corporate Development, Alternative Investments, Valuation, Private Placements, LBO, Capital Markets, Entrepreneurship, Financial Modeling
Education
Columbia Business School 1990 — 1991
Master of Business Administration (M.B.A.), Finance & Management
Williams College 1981 — 1985
Bachelor's degree, History
University School 1972 — 1981
Amy P. Gadol Amy P. Gadol's Bankers Trust Company Experience 1981 - 1999
Job Principal at Matryx Services International
Industry Management Consulting
Experience
Matryx Services International April 2014 - Present
Cushman & Wakefield February 2005 - March 2014
Lehman Brothers March 2000 - February 2005
Bankers Trust Company 1981 - 1999
Skills
Operations Management, Team Leadership, Human Resources..., Financial Management..., Expense Reduction..., Business Continuity..., Acquisition Integration..., Project Management, Process Management, Change Management, Regulatory Compliance, Corporate Real Estate
Education
Columbia University - Columbia Business School
MBA, International Business and Finance
Georgetown University
BSFS, International Relations
Matryx Services International April 2014 - Present
Cushman & Wakefield February 2005 - March 2014
Lehman Brothers March 2000 - February 2005
Bankers Trust Company 1981 - 1999
Skills
Operations Management, Team Leadership, Human Resources..., Financial Management..., Expense Reduction..., Business Continuity..., Acquisition Integration..., Project Management, Process Management, Change Management, Regulatory Compliance, Corporate Real Estate
Education
Columbia University - Columbia Business School
MBA, International Business and Finance
Georgetown University
BSFS, International Relations
Susan Joyce Proctor's Bankers Trust Company Experience 1977 - 1986
Job Founder, Rasika Wellness, CoFounder Narayani Wisdom Wellness
Industry Health, Wellness and Fitness
Experience
Narayani Wisdom Wellness August 2014 - Present
Rasika Wellness May 2013 - Present
Gourmet Wellness 2002 - 2013
Hygieas - Global Association for Women in Wellness January 2011 - December 2012
Manufacturers Hanover Investment Corporation 1986 - 1988
Bankers Trust Company 1977 - 1986
Skills
Wellness Coaching, Writing, Public Speaking, Wellness, Coaching, Ayurveda, Holistic Health, Nutrition, NLP, Nutritional Counseling, Wellbeing, Healthy Lifestyle, Weight, Lifestyle Coaching, Women's Health, Weight Loss, Health
Education
New York University - Leonard N. Stern School of Business 1977 — 1981
MBA, Finance, General
Colgate University
BA, Economics
Narayani Wisdom Wellness August 2014 - Present
Rasika Wellness May 2013 - Present
Gourmet Wellness 2002 - 2013
Hygieas - Global Association for Women in Wellness January 2011 - December 2012
Manufacturers Hanover Investment Corporation 1986 - 1988
Bankers Trust Company 1977 - 1986
Skills
Wellness Coaching, Writing, Public Speaking, Wellness, Coaching, Ayurveda, Holistic Health, Nutrition, NLP, Nutritional Counseling, Wellbeing, Healthy Lifestyle, Weight, Lifestyle Coaching, Women's Health, Weight Loss, Health
Education
New York University - Leonard N. Stern School of Business 1977 — 1981
MBA, Finance, General
Colgate University
BA, Economics
Denis W. Schreiber Denis W. Schreiber's Bankers Trust Company Experience 1981 - 1983
Job Independent Financial Services Professional
Industry Financial Services
Experience
CITIGROUP INC. 1994 - December 2011
Citigroup Corporate Treasury 2009 - 2010
Citigroup Institutional Client Group ("ICG") Treasury 1994 - 2009
JAMES CAPEL INCORPORATED 1992 - 1994
CRESVALE INTERNATIONAL INC. 1990 - 1992
MERRILL LYNCH & CO., INC. 1983 - 1990
BANKERS TRUST COMPANY 1981 - 1983
FIRST PENNSYLVANIA BANK 1979 - 1981
Skills
Cash Management, Banking, Securities, Credit Negotiating, Client Relationship..., New Business Development, Fixed Income, Investment Banking, Financial Services, Relationship Management, Credit, Finance, Equities, Payments, Loans, Investments, Analysis, Funding, Treasury, Capital Markets, Hedging, Treasury Management
Education
Thunderbird School of Global Management 1978 — 1979
Master of Business Administration - International Management, Finance
Colgate University 1972 — 1976
Bachelor of Arts, International Relations/Political Science
CITIGROUP INC. 1994 - December 2011
Citigroup Corporate Treasury 2009 - 2010
Citigroup Institutional Client Group ("ICG") Treasury 1994 - 2009
JAMES CAPEL INCORPORATED 1992 - 1994
CRESVALE INTERNATIONAL INC. 1990 - 1992
MERRILL LYNCH & CO., INC. 1983 - 1990
BANKERS TRUST COMPANY 1981 - 1983
FIRST PENNSYLVANIA BANK 1979 - 1981
Skills
Cash Management, Banking, Securities, Credit Negotiating, Client Relationship..., New Business Development, Fixed Income, Investment Banking, Financial Services, Relationship Management, Credit, Finance, Equities, Payments, Loans, Investments, Analysis, Funding, Treasury, Capital Markets, Hedging, Treasury Management
Education
Thunderbird School of Global Management 1978 — 1979
Master of Business Administration - International Management, Finance
Colgate University 1972 — 1976
Bachelor of Arts, International Relations/Political Science
Dean Christiansen Dean Christiansen's Bankers Trust Company Experience June 1986 - May 1987
Job New Business Development at South Street Securities LLC
Industry Financial Services
Experience
Acacia Asset Management LLC October 2013 - Present
South Street Securities LLC August 2004 - Present
Acacia Capital, Inc. May 1990 - Present
Lord Securities Corporation October 2000 - August 2003
Weatherly Private Capital May 1987 - May 1990
Bankers Trust Company June 1986 - May 1987
Zapata Offshore Co. January 1980 - December 1982
Education
University of Notre Dame
Embry-Riddle Aeronautical University
Moody Bible Institute
Stoughton Senior High, Stoughton, WI
Widdecombe Primary School, Salisbury, Rhodesia 1965 — 1970
Acacia Asset Management LLC October 2013 - Present
South Street Securities LLC August 2004 - Present
Acacia Capital, Inc. May 1990 - Present
Lord Securities Corporation October 2000 - August 2003
Weatherly Private Capital May 1987 - May 1990
Bankers Trust Company June 1986 - May 1987
Zapata Offshore Co. January 1980 - December 1982
Education
University of Notre Dame
Embry-Riddle Aeronautical University
Moody Bible Institute
Stoughton Senior High, Stoughton, WI
Widdecombe Primary School, Salisbury, Rhodesia 1965 — 1970
Tom Charlton Tom Charlton's Bankers Trust Company Experience 1976 - 1984
Job Director at Bay Head Momentum..
Industry Nonprofit Organization Management
Experience
Bay Head Momentum 2014 - Present
ENT Solutions, Inc. February 2006 - Present
element22 July 2010 - December 2013
Enterprise Engineering Inc. August 2012 - June 2013
Netik January 2001 - July 2004
Montclair Financial Technology June 1996 - January 2001
Key Financial Systems 1973 - 1986
Bankers Trust Company 1976 - 1984
R Shriver Associates 1968 - 1972
Skills
Requirements Analysis, Leadership, Financial Services, IT Strategy, Investments, Software Development, XML, Reference Data, Enterprise Architecture, Business Intelligence, Data Warehousing, Management, C#, Asset Management, Fixed Income, SQL, Business Analysis, Data Integration, Market Data, Program Management, ETL, .NET, SDLC, Master Data Management, SaaS, Solution Selling, Investment Banking, Databases, Software Project..., Microsoft SQL Server, Agile Methodologies, JavaScript, Equities, Database Design, Data Modeling, SSRS, Messaging, Solution Architecture, CRM, Project Management, Risk Management, Derivatives, Requirements Gathering, Enterprise Software, Integration, Trading Systems, Scrum, Cloud Computing
Education
Cornell University - S.C. Johnson Graduate School of Management 1967 — 1969
Master of Business Administration (M.B.A.), Corporate Finance
Cornell University 1963 — 1967
Bachelor of Arts (B.A.), Political Science and Government
Bay Head Momentum 2014 - Present
ENT Solutions, Inc. February 2006 - Present
element22 July 2010 - December 2013
Enterprise Engineering Inc. August 2012 - June 2013
Netik January 2001 - July 2004
Montclair Financial Technology June 1996 - January 2001
Key Financial Systems 1973 - 1986
Bankers Trust Company 1976 - 1984
R Shriver Associates 1968 - 1972
Skills
Requirements Analysis, Leadership, Financial Services, IT Strategy, Investments, Software Development, XML, Reference Data, Enterprise Architecture, Business Intelligence, Data Warehousing, Management, C#, Asset Management, Fixed Income, SQL, Business Analysis, Data Integration, Market Data, Program Management, ETL, .NET, SDLC, Master Data Management, SaaS, Solution Selling, Investment Banking, Databases, Software Project..., Microsoft SQL Server, Agile Methodologies, JavaScript, Equities, Database Design, Data Modeling, SSRS, Messaging, Solution Architecture, CRM, Project Management, Risk Management, Derivatives, Requirements Gathering, Enterprise Software, Integration, Trading Systems, Scrum, Cloud Computing
Education
Cornell University - S.C. Johnson Graduate School of Management 1967 — 1969
Master of Business Administration (M.B.A.), Corporate Finance
Cornell University 1963 — 1967
Bachelor of Arts (B.A.), Political Science and Government
Tod Macri Tod Macri's Bankers Trust Company Experience February 1997 - April 2000
Job SC Lowy Fixed Income Specialist
Industry Investment Banking
Experience
SC Lowy - Fixed Income Specialist February 2013 - Present
3T Group 2012 - February 2013
Deutsche Bank April 2000 - October 2011
Bankers Trust Company February 1997 - April 2000
Smith Management Company 1995 - 1997
Skills
Debt, Debt Restructuring, Restructuring, Special Situations, Structured Finance, Financial Structuring, Investment Banking, Private Equity, Corporate Finance, Hedge Funds, Leveraged Finance, Emerging Markets, High Yield, Asset Managment, Mezzanine, Equities, Financial Modeling
Education
Duke University
Bachelor of Arts (B.A.)
Hotchkiss School
SC Lowy - Fixed Income Specialist February 2013 - Present
3T Group 2012 - February 2013
Deutsche Bank April 2000 - October 2011
Bankers Trust Company February 1997 - April 2000
Smith Management Company 1995 - 1997
Skills
Debt, Debt Restructuring, Restructuring, Special Situations, Structured Finance, Financial Structuring, Investment Banking, Private Equity, Corporate Finance, Hedge Funds, Leveraged Finance, Emerging Markets, High Yield, Asset Managment, Mezzanine, Equities, Financial Modeling
Education
Duke University
Bachelor of Arts (B.A.)
Hotchkiss School
Jeffrey Kinsey's Bankers Trust Company Experience 1992 - 1996
Job Managing Partner at Kinsey Ventures, LLC, a Financial Services Consultant
Industry Financial Services
Experience
Prestige Affordable Housing Equity Partners April 2015 - Present
Kinsey Ventures, LLC, a Financial Services Consultant August 2014 - April 2015
Huntington Asset Services January 2013 - August 2014
JP Morgan July 2010 - January 2013
Citi February 2005 - July 2010
State Street February 2000 - April 2005
Bank of New York Mellon 1996 - 2000
Bankers Trust Company 1992 - 1996
Skills
Asset Managment, Banking, Securities, Financial Services, Fund Accounting, Fund Administration, Equities, Mutual Funds, Portfolio Management, Investments, Fixed Income, Financial Markets, Financial Analysis, Private Equity, Derivatives, Valuation, Risk Management, Wealth Management, Due Diligence, Asset Management, Business Development, Investment Management, Hedge Funds, Series 7, Alternative Investments
Education
University of Southern California 1986 — 1990
BS, Finance and Entrepreneurship
Dominican University of California 2001 — 2003
MBA, Strategic Leadership
Prestige Affordable Housing Equity Partners April 2015 - Present
Kinsey Ventures, LLC, a Financial Services Consultant August 2014 - April 2015
Huntington Asset Services January 2013 - August 2014
JP Morgan July 2010 - January 2013
Citi February 2005 - July 2010
State Street February 2000 - April 2005
Bank of New York Mellon 1996 - 2000
Bankers Trust Company 1992 - 1996
Skills
Asset Managment, Banking, Securities, Financial Services, Fund Accounting, Fund Administration, Equities, Mutual Funds, Portfolio Management, Investments, Fixed Income, Financial Markets, Financial Analysis, Private Equity, Derivatives, Valuation, Risk Management, Wealth Management, Due Diligence, Asset Management, Business Development, Investment Management, Hedge Funds, Series 7, Alternative Investments
Education
University of Southern California 1986 — 1990
BS, Finance and Entrepreneurship
Dominican University of California 2001 — 2003
MBA, Strategic Leadership
Nancy Butcher Nancy Butcher's Bankers Trust Company Experience July 1988 - July 1996
Job Vice President at Deutsche Bank
Industry Banking
Experience
Deutsche Bank September 2011 - Present
CICOM International September 1996 - October 1997
Bankers Trust Company July 1988 - July 1996
Skills
Capital Markets, Securities, Credit Risk, Finance, Corporate Finance, Fixed Income, Equities, Internal Audit
Education
New York University - Leonard N. Stern School of Business 1989 — 1994
MBA, Finance and International Business
Fairfield University 1984 — 1988
BS, Finance
Deutsche Bank September 2011 - Present
CICOM International September 1996 - October 1997
Bankers Trust Company July 1988 - July 1996
Skills
Capital Markets, Securities, Credit Risk, Finance, Corporate Finance, Fixed Income, Equities, Internal Audit
Education
New York University - Leonard N. Stern School of Business 1989 — 1994
MBA, Finance and International Business
Fairfield University 1984 — 1988
BS, Finance
Ray Goldberg Ray Goldberg's Bankers Trust Company Experience 1986 - 1998
Job VP, Global Benefits Strategy at Marsh & McLennan Companies
Industry Human Resources
Experience
Marsh & McLennan Companies November 2009 - Present
Marsh & McLennan Companies May 2006 - October 2009
Lucent Technologies 2002 - 2006
Deutsche Bank January 1999 - December 2000
Bankers Trust Company 1986 - 1998
Morris Decision Systems June 1984 - October 1986
Skills
Benefits, HRIS, HR Transformation, HR Operations, PeopleSoft, Retirement Plans, Health Economics, Health Plans, Wellness Programs, Corporate Wellness, Wellness Coaching, Retirement Savings, 401k, Personnel Management, Employee Benefits, Outsourcing, Health Policy, Change Management, IT Strategy, Leadership, Strategic Planning, Human Resources, Vendor Management, Deferred Compensation, Strategy, Management, Employee Wellness, Employee Engagement, Retirement Planning, Mergers & Acquisitions, Business Process...
Education
Columbia University in the City of New York 1980 — 1984
B.A., Computer Science
Marsh & McLennan Companies November 2009 - Present
Marsh & McLennan Companies May 2006 - October 2009
Lucent Technologies 2002 - 2006
Deutsche Bank January 1999 - December 2000
Bankers Trust Company 1986 - 1998
Morris Decision Systems June 1984 - October 1986
Skills
Benefits, HRIS, HR Transformation, HR Operations, PeopleSoft, Retirement Plans, Health Economics, Health Plans, Wellness Programs, Corporate Wellness, Wellness Coaching, Retirement Savings, 401k, Personnel Management, Employee Benefits, Outsourcing, Health Policy, Change Management, IT Strategy, Leadership, Strategic Planning, Human Resources, Vendor Management, Deferred Compensation, Strategy, Management, Employee Wellness, Employee Engagement, Retirement Planning, Mergers & Acquisitions, Business Process...
Education
Columbia University in the City of New York 1980 — 1984
B.A., Computer Science
Helene Mazur, MBA, CFP®, PCC Helene Mazur, MBA, CFP®, PCC's Bankers Trust Company Experience February 1989 - March 1996
Job Leadership & Business Coach, Strategic Planning, Meeting Facilitator, Teams, Partnerships, Board Strategies, Transitions
Industry Management Consulting
Experience
Princeton Performance Dynamics March 2000 - Present
ClientWise LLC November 2007 - Present
Net Expat October 2011 - Present
Merrill Lynch January 1996 - March 2000
Bankers Trust Company February 1989 - March 1996
Dean Witter Reynolds January 1983 - January 1989
Electronic Data Systems January 1980 - December 1982
Skills
Executive Coaching, Leadership Development, Coaching, Strategy, Nonprofits, Career Counseling, Strategic Planning, Leadership, Executive Development, Small Business, Marketing Strategy, Organizational..., Consulting, Team Building, Personal Development, Management Consulting, Public Speaking, Workshop Facilitation, Cross-functional Team..., Change Management, Organizational..., Entrepreneurship, Strategy Facilitation, Personal Strategic..., Retreat Facilitation, Business Planning, Strategic Planning..., Meeting Planning, Change Leadership, Team Leadership, New Business Development, Client Relationship..., Speaking Engagements, Leadership Communication, Time Management, Family Business, Strategic Thinking, Organizational Change, Mentoring, Large Group Facilitation, Problem Solving, Business Strategy, Organizational..., Teamwork, Employee Engagement, Strategy Development, Planning, meeting facilitation, Trusted Advisor, Emotional Intelligence
Education
College for Financial Planning 1990 — 1995
CFP, Financial Planning
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Finance
University at Albany, SUNY 1976 — 1979
BS, Marketing
Princeton Performance Dynamics March 2000 - Present
ClientWise LLC November 2007 - Present
Net Expat October 2011 - Present
Merrill Lynch January 1996 - March 2000
Bankers Trust Company February 1989 - March 1996
Dean Witter Reynolds January 1983 - January 1989
Electronic Data Systems January 1980 - December 1982
Skills
Executive Coaching, Leadership Development, Coaching, Strategy, Nonprofits, Career Counseling, Strategic Planning, Leadership, Executive Development, Small Business, Marketing Strategy, Organizational..., Consulting, Team Building, Personal Development, Management Consulting, Public Speaking, Workshop Facilitation, Cross-functional Team..., Change Management, Organizational..., Entrepreneurship, Strategy Facilitation, Personal Strategic..., Retreat Facilitation, Business Planning, Strategic Planning..., Meeting Planning, Change Leadership, Team Leadership, New Business Development, Client Relationship..., Speaking Engagements, Leadership Communication, Time Management, Family Business, Strategic Thinking, Organizational Change, Mentoring, Large Group Facilitation, Problem Solving, Business Strategy, Organizational..., Teamwork, Employee Engagement, Strategy Development, Planning, meeting facilitation, Trusted Advisor, Emotional Intelligence
Education
College for Financial Planning 1990 — 1995
CFP, Financial Planning
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Finance
University at Albany, SUNY 1976 — 1979
BS, Marketing
Chip Cushman Chip Cushman's Bankers Trust Company Experience 1994 - 1998
Job Managing Director at Golub Capital
Industry Investment Management
Experience
Golub Capital 2015 - Present
GE Antares 2013 - 2015
Oaktree Capital Management 2007 - 2013
Deutsche Bank Securities 1999 - 2007
Bankers Trust/BT Alex Brown 1998 - 1999
Bankers Trust Company 1994 - 1998
Kenneth Leventhal & Co. (Ernst & Young) 1989 - 1993
Skills
Credit investing, Leveraged finance, Deal sourcing, Credit analysis, Transaction structuring, LBO, Private Equity, Investment Banking
Education
UCLA Anderson School of Management 1993 — 1995
MBA, Finance and Real Estate
Colgate University 1986 — 1989
BA, Economics
Golub Capital 2015 - Present
GE Antares 2013 - 2015
Oaktree Capital Management 2007 - 2013
Deutsche Bank Securities 1999 - 2007
Bankers Trust/BT Alex Brown 1998 - 1999
Bankers Trust Company 1994 - 1998
Kenneth Leventhal & Co. (Ernst & Young) 1989 - 1993
Skills
Credit investing, Leveraged finance, Deal sourcing, Credit analysis, Transaction structuring, LBO, Private Equity, Investment Banking
Education
UCLA Anderson School of Management 1993 — 1995
MBA, Finance and Real Estate
Colgate University 1986 — 1989
BA, Economics
John Huttlin John Huttlin's Bankers Trust Company Experience 1992 - 1994
Job Global Head of Content Strategy at J.P. Morgan Investment Management
Industry Financial Services
Experience
J.P. Morgan Asset Management November 2014 - Present
J.P. Morgan Asset Management 2012 - Present
Huttlin Strategic Consulting 2011 - 2012
OFI Institutional Asset Management (OppenheimerFunds) 2008 - 2011
OFI Institutional Asset Management (OppenheimerFunds) 2002 - 2008
OppenheimerFunds 1999 - 2002
Bankers Trust 1994 - 1999
Bankers Trust Company 1992 - 1994
Merrill Lynch 1989 - 1992
Skills
Mutual Funds, Investments, Product Management, Strategic Planning, Strategic Marketing, International Marketing..., Institutional Asset..., Marketing Strategy, Asset Management, Institutional..., Strategy, Marketing Communications
Education
Columbia University - Columbia Business School
MBA, Finance and Marketing
University of Pennsylvania
BA, English
J.P. Morgan Asset Management November 2014 - Present
J.P. Morgan Asset Management 2012 - Present
Huttlin Strategic Consulting 2011 - 2012
OFI Institutional Asset Management (OppenheimerFunds) 2008 - 2011
OFI Institutional Asset Management (OppenheimerFunds) 2002 - 2008
OppenheimerFunds 1999 - 2002
Bankers Trust 1994 - 1999
Bankers Trust Company 1992 - 1994
Merrill Lynch 1989 - 1992
Skills
Mutual Funds, Investments, Product Management, Strategic Planning, Strategic Marketing, International Marketing..., Institutional Asset..., Marketing Strategy, Asset Management, Institutional..., Strategy, Marketing Communications
Education
Columbia University - Columbia Business School
MBA, Finance and Marketing
University of Pennsylvania
BA, English
Nancy Bogen Nancy Bogen's Bankers Trust Company Experience May 1985 - May 1991
Job Managing Director at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities November 2011 - March 2013
Ticonderoga Securities LLC April 2011 - August 2011
Knight Capital Group September 2003 - December 2010
Fieldstone Capital Group September 2002 - August 2003
Murray Capital Management April 2002 - September 2002
J.H. Whitney and Company April 2000 - April 2002
Societe Generale July 1998 - October 1999
ING 1991 - 1998
Bankers Trust Company May 1985 - May 1991
Skills
Series 24, Series 7, Series 63, Series 79
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
Master of Business Administration (MBA), International Finance
Cornell University 1976 — 1980
B.S., Biology and Entomology
Wunderlich Securities November 2011 - March 2013
Ticonderoga Securities LLC April 2011 - August 2011
Knight Capital Group September 2003 - December 2010
Fieldstone Capital Group September 2002 - August 2003
Murray Capital Management April 2002 - September 2002
J.H. Whitney and Company April 2000 - April 2002
Societe Generale July 1998 - October 1999
ING 1991 - 1998
Bankers Trust Company May 1985 - May 1991
Skills
Series 24, Series 7, Series 63, Series 79
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
Master of Business Administration (MBA), International Finance
Cornell University 1976 — 1980
B.S., Biology and Entomology
Carolyne Anderson Carolyne Anderson's Bankers Trust Company Experience October 1988 - November 1999
Job Legal Reference Librarian at Cadwalader, Wickersham & Taft LLP
Industry Information Services
Experience
Cadwalader, Wickersham & Taft LLP December 2011 - Present
CA Research January 2008 - Present
Association of National Advertisers November 2011 - February 2012
Millward Brown January 2011 - August 2011
Deutsche Bank Securities 1999 - 2007
Bankers Trust Company October 1988 - November 1999
Skills
Project Management, Training, Strategic Sourcing, Research, Resource Development, Market Research, Social Media, Strategic Planning, Editing, Public Speaking, Marketing, Analytics, Budgets, Management, Social Media Marketing, Contract Negotiation, Data Analysis
Education
DePaul University
MFA, Directing
Marymount Manhattan College
BFA, Acting, Communications
National Personal Training Institute
CPT, Personal Training
Cadwalader, Wickersham & Taft LLP December 2011 - Present
CA Research January 2008 - Present
Association of National Advertisers November 2011 - February 2012
Millward Brown January 2011 - August 2011
Deutsche Bank Securities 1999 - 2007
Bankers Trust Company October 1988 - November 1999
Skills
Project Management, Training, Strategic Sourcing, Research, Resource Development, Market Research, Social Media, Strategic Planning, Editing, Public Speaking, Marketing, Analytics, Budgets, Management, Social Media Marketing, Contract Negotiation, Data Analysis
Education
DePaul University
MFA, Directing
Marymount Manhattan College
BFA, Acting, Communications
National Personal Training Institute
CPT, Personal Training
Marte Reps Marte Reps's Bankers Trust Company Experience June 1979 - December 1980
Job CoLeader, The Denverpolitan Team at Re/Max Professionals
Industry Real Estate
Experience
Re/Max Professionals August 2014 - Present
Kentwood City Properties October 2009 - August 2014
Fuller Sotheby's International Realty January 2008 - October 2009
RE/MAX of Cherry Creek, Inc. March 1997 - December 2007
Pendleton Friedberg Wilson & Hennessy February 1993 - March 1996
Morrison & Foerster, LLP May 1987 - January 1993
Cogswell & Wehrle August 1986 - April 1987
First National Bank of Denver/Intrawest Bank of Denver July 1981 - August 1983
United Bank of Denver March 1981 - June 1981
Bankers Trust Company June 1979 - December 1980
Skills
Real Estate, Real Estate Transactions, Sellers, Buyer Representation, Residential Homes, Selling, Condos, Move Up Buyers, Commercial Real Estate, Foreclosures, First Time Home Buyers, Relocation, Townhomes, Buyers, Negotiation, New Home Sales, Real Property, New Homes, Listings, Investors, Short Sales, REO, Relocation Buyers, Property, HUD, Income Properties, Real Estate Development, SFR, Investment Properties, Contract Negotiation, Single Family Homes, Luxury, Referrals, Brokerage, 1031 Exchanges, Seller Representation, Home Staging, Vacation Homes, Sales
Education
University of Denver - Sturm College of Law 1983 — 1986
JD with honors, Law
Cornell University - Johnson Graduate School of Management 1977 — 1979
MBA, Finance
Cornell University 1972 — 1977
BA, Government
Re/Max Professionals August 2014 - Present
Kentwood City Properties October 2009 - August 2014
Fuller Sotheby's International Realty January 2008 - October 2009
RE/MAX of Cherry Creek, Inc. March 1997 - December 2007
Pendleton Friedberg Wilson & Hennessy February 1993 - March 1996
Morrison & Foerster, LLP May 1987 - January 1993
Cogswell & Wehrle August 1986 - April 1987
First National Bank of Denver/Intrawest Bank of Denver July 1981 - August 1983
United Bank of Denver March 1981 - June 1981
Bankers Trust Company June 1979 - December 1980
Skills
Real Estate, Real Estate Transactions, Sellers, Buyer Representation, Residential Homes, Selling, Condos, Move Up Buyers, Commercial Real Estate, Foreclosures, First Time Home Buyers, Relocation, Townhomes, Buyers, Negotiation, New Home Sales, Real Property, New Homes, Listings, Investors, Short Sales, REO, Relocation Buyers, Property, HUD, Income Properties, Real Estate Development, SFR, Investment Properties, Contract Negotiation, Single Family Homes, Luxury, Referrals, Brokerage, 1031 Exchanges, Seller Representation, Home Staging, Vacation Homes, Sales
Education
University of Denver - Sturm College of Law 1983 — 1986
JD with honors, Law
Cornell University - Johnson Graduate School of Management 1977 — 1979
MBA, Finance
Cornell University 1972 — 1977
BA, Government
Barbara Booth, CFA, CAIA, FRM Barbara Booth, CFA, CAIA, FRM's Bankers Trust Company Experience 1987 - 1991
Job Vice President, Brownson, Rehmus & Foxworth
Industry Investment Management
Experience
Brownson, Rehmus & Foxworth March 2013 - Present
Taproot Foundation February 2012 - Present
Aristos Capital, LLC January 2010 - December 2010
Dreman Value September 2006 - May 2009
Lord Abbett 1996 - 2005
Capital Management Associates 1992 - 1996
Bankers Trust Company 1987 - 1991
Beale & Humphrey, Attorneys at Law 1984 - 1985
Skills
Excel, VBA, FactSet, Bloomberg
Education
Columbia University - Columbia Business School
MBA, Finance
University of Kentucky College of Law
JD, Law
Vanderbilt University
BA, Economics and French
Coursera
NYU - School of Continuing Professional Studies
Brownson, Rehmus & Foxworth March 2013 - Present
Taproot Foundation February 2012 - Present
Aristos Capital, LLC January 2010 - December 2010
Dreman Value September 2006 - May 2009
Lord Abbett 1996 - 2005
Capital Management Associates 1992 - 1996
Bankers Trust Company 1987 - 1991
Beale & Humphrey, Attorneys at Law 1984 - 1985
Skills
Excel, VBA, FactSet, Bloomberg
Education
Columbia University - Columbia Business School
MBA, Finance
University of Kentucky College of Law
JD, Law
Vanderbilt University
BA, Economics and French
Coursera
NYU - School of Continuing Professional Studies
Bob Dannhauser, CFA, FRM, CAIA Bob Dannhauser, CFA, FRM, CAIA's Bankers Trust Company Experience 1996 - 1998
Job Head, Global Capital Markets Policy at CFA Institute
Industry Investment Management
Experience
CFA Institute September 2007 - Present
PQMResearch February 2001 - September 2007
Principal Global Investors January 2000 - June 2003
Bankers Trust Company 1996 - 1998
Mitchell Hutchins Asset Management 1993 - 1996
Calvert Group 1980 - 1983
Skills
Investments, Investment Management, Capital Markets, Investor Relations, Strategic Planning, Social Media, Corporate Governance, Asset Managment, Blogging, Alternative Investments, Portfolio Management, invest, Relationship Management, Global Client Management, Hedge Funds, Investment Strategies, Asset Allocation, Equities, Wealth Management, Investment Advisory, Asset Management, Financial Markets, Institutional..., Fixed Income
Education
University of Medicine and Dentistry of New Jersey 2005 — 2009
MPH, Health Systems and Policy
Cornell University - Johnson Graduate School of Management 1983 — 1985
MBA, Finance, Ops research
The George Washington University 1979 — 1981
BA, Political Science
University of Vermont
University of Vermont
CFA Institute September 2007 - Present
PQMResearch February 2001 - September 2007
Principal Global Investors January 2000 - June 2003
Bankers Trust Company 1996 - 1998
Mitchell Hutchins Asset Management 1993 - 1996
Calvert Group 1980 - 1983
Skills
Investments, Investment Management, Capital Markets, Investor Relations, Strategic Planning, Social Media, Corporate Governance, Asset Managment, Blogging, Alternative Investments, Portfolio Management, invest, Relationship Management, Global Client Management, Hedge Funds, Investment Strategies, Asset Allocation, Equities, Wealth Management, Investment Advisory, Asset Management, Financial Markets, Institutional..., Fixed Income
Education
University of Medicine and Dentistry of New Jersey 2005 — 2009
MPH, Health Systems and Policy
Cornell University - Johnson Graduate School of Management 1983 — 1985
MBA, Finance, Ops research
The George Washington University 1979 — 1981
BA, Political Science
University of Vermont
University of Vermont
Flora Smith Flora Smith's Bankers Trust Company Experience February 1982 - October 1987
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
Goldman Sachs September 2008 - 2013
Bankers Trust Company February 1982 - October 1987
Skills
Operations Management, Project Management, Business Analysis, Risk Management, Business Process..., Line Management
Education
Columbia University in the City of New York 1975 — 1979
B.A., American Studies
J.P. Morgan June 2013 - Present
Goldman Sachs September 2008 - 2013
Bankers Trust Company February 1982 - October 1987
Skills
Operations Management, Project Management, Business Analysis, Risk Management, Business Process..., Line Management
Education
Columbia University in the City of New York 1975 — 1979
B.A., American Studies
Andrew Bodner's Bankers Trust Company Experience 1982 - 1984
Job President at Oxford Penacook Investments
Industry Utilities
Experience
Essex Hydro Associates 1992 - Present
Oxford Penacook Investments 1990 - Present
Arc Global Maritime 1994 - 2004
U.S. Tire Recycling Corp 1992 - 1996
Achievor Tire Recycling Corporation 1993 - 1995
Oxford Energy Company 1984 - 1990
Bankers Trust Company 1982 - 1984
Education
The University of Chicago Booth School of Business 1980 — 1982
MBA, Finance
Princeton University 1979 — 1980
Economics
Dartmouth College 1975 — 1979
A.B., Economics
Essex Hydro Associates 1992 - Present
Oxford Penacook Investments 1990 - Present
Arc Global Maritime 1994 - 2004
U.S. Tire Recycling Corp 1992 - 1996
Achievor Tire Recycling Corporation 1993 - 1995
Oxford Energy Company 1984 - 1990
Bankers Trust Company 1982 - 1984
Education
The University of Chicago Booth School of Business 1980 — 1982
MBA, Finance
Princeton University 1979 — 1980
Economics
Dartmouth College 1975 — 1979
A.B., Economics
Mark Ordover Mark Ordover's Bankers Trust Company Experience June 1989 - January 1992
Job Executive Vice President at EvergreenPartners, LLC
Industry Management Consulting
Experience
Evergreen-Partners, LLC October 2012 - Present
Cobblestone Farm Enterprises, Inc. October 2011 - October 2012
Active International January 1992 - October 2011
Bankers Trust Company June 1989 - January 1992
Skills
Real Estate, Risk Management, Selling, Marketing Strategy, Advertising, Online Advertising, New Business Development, Negotiation, Retail, Strategic Planning, Contract Negotiation, B2B, Social Media, Business Development, Marketing, Business Planning, Sales Management, Strategic Partnerships, Account Management, Sales
Education
Columbia University - Columbia Business School 1988 — 1990
Master of Business Administration (MBA), Real Estate and Finance
Newhouse Communications-Syracuse University 1979 — 1983
BA Advertising, Advertising/Business/Marketing
Evergreen-Partners, LLC October 2012 - Present
Cobblestone Farm Enterprises, Inc. October 2011 - October 2012
Active International January 1992 - October 2011
Bankers Trust Company June 1989 - January 1992
Skills
Real Estate, Risk Management, Selling, Marketing Strategy, Advertising, Online Advertising, New Business Development, Negotiation, Retail, Strategic Planning, Contract Negotiation, B2B, Social Media, Business Development, Marketing, Business Planning, Sales Management, Strategic Partnerships, Account Management, Sales
Education
Columbia University - Columbia Business School 1988 — 1990
Master of Business Administration (MBA), Real Estate and Finance
Newhouse Communications-Syracuse University 1979 — 1983
BA Advertising, Advertising/Business/Marketing
Robert Small Robert Small's Bankers Trust Company Experience April 1993 - July 1997
Job IT Finance Business Partner
Industry Financial Services
Experience
Deutsche Bank May 2014 - Present
Avaya May 2012 - June 2014
MF Global November 2009 - November 2011
Bear Stearns January 2008 - December 2008
JPMorgan Chase July 1997 - June 2007
Bankers Trust Company April 1993 - July 1997
Skills
Savings, Transparency, Performance Metrics, Project Accounting, Vendor Management, Balanced Scorecard, Financial Risk, Business Process..., Benefits Realisation, Options, Trading Systems, Program Management, Business Process, Equities, Financial Analysis, Forecasting, Finance, Management, Analysis, Leadership, Cross-functional Team..., Integration, Process Improvement, Strategic Financial..., Project Planning, Managerial Finance, Risk Management, PMO, Mergers & Acquisitions, Executive Management, Financial Services, Investment Banking, IT Strategy, Internal Controls, Internal Audit, Business Process..., Business Analysis, Financial Modeling, Valuation, Information Technology, Governance, Acquisition Integration, Business Transformation, Management Consulting, Project Portfolio...
Education
Emory University 1986 — 1988
Master of Business Administration (MBA), Finance
Dickinson College 1983 — 1986
Bachelor of Arts (BA), Mathematics & Physics
Plymouth State University 1982 — 1983
Mathematics
Deutsche Bank May 2014 - Present
Avaya May 2012 - June 2014
MF Global November 2009 - November 2011
Bear Stearns January 2008 - December 2008
JPMorgan Chase July 1997 - June 2007
Bankers Trust Company April 1993 - July 1997
Skills
Savings, Transparency, Performance Metrics, Project Accounting, Vendor Management, Balanced Scorecard, Financial Risk, Business Process..., Benefits Realisation, Options, Trading Systems, Program Management, Business Process, Equities, Financial Analysis, Forecasting, Finance, Management, Analysis, Leadership, Cross-functional Team..., Integration, Process Improvement, Strategic Financial..., Project Planning, Managerial Finance, Risk Management, PMO, Mergers & Acquisitions, Executive Management, Financial Services, Investment Banking, IT Strategy, Internal Controls, Internal Audit, Business Process..., Business Analysis, Financial Modeling, Valuation, Information Technology, Governance, Acquisition Integration, Business Transformation, Management Consulting, Project Portfolio...
Education
Emory University 1986 — 1988
Master of Business Administration (MBA), Finance
Dickinson College 1983 — 1986
Bachelor of Arts (BA), Mathematics & Physics
Plymouth State University 1982 — 1983
Mathematics
Nick McKinley Nick McKinley's Bankers Trust Company Experience September 2004 - August 2006
Job 2nd Engineer at Droplink Studios & Productions
Industry Media Production
Experience
Droplink Studios & Productions September 2013 - May 2014
TxTag September 2013 - May 2014
Pony Sound June 2013 - August 2013
Droplink Studios & Productions April 2013 - August 2013
Norwegian Cruise Line November 2011 - February 2012
Norwegian Cruise Line August 2010 - January 2011
Bankers Trust Company September 2004 - August 2006
Skills
Microsoft Excel, Microsoft Word, Logic Pro, Pro Tools, Melodyne Studio, Social Networking, Music, Entertainment, Sound Design, Sound Editing, Editing
Education
Conservatory of Recording Arts and Sciences 2012 — 2013
Iowa State University 2005 — 2010
B.A., Music (Percussion)
Johnston High School 2001 — 2005
Droplink Studios & Productions September 2013 - May 2014
TxTag September 2013 - May 2014
Pony Sound June 2013 - August 2013
Droplink Studios & Productions April 2013 - August 2013
Norwegian Cruise Line November 2011 - February 2012
Norwegian Cruise Line August 2010 - January 2011
Bankers Trust Company September 2004 - August 2006
Skills
Microsoft Excel, Microsoft Word, Logic Pro, Pro Tools, Melodyne Studio, Social Networking, Music, Entertainment, Sound Design, Sound Editing, Editing
Education
Conservatory of Recording Arts and Sciences 2012 — 2013
Iowa State University 2005 — 2010
B.A., Music (Percussion)
Johnston High School 2001 — 2005
Donald J. Ercole Donald J. Ercole's Bankers Trust Company Experience 1994 - 1995
Job Managing Partner, Woodside Associates
Industry Financial Services
Experience
Ventract, LLC January 2014 - Present
Quest Workspaces June 2013 - Present
AgroSci, Inc. February 2012 - Present
GRO-WELL Brands 2006 - Present
Woodside Associates January 2005 - Present
BNP Paribas 1995 - 2004
Bankers Trust Company 1994 - 1995
Bankers Trust Company / BT Securities Corp. 1980 - 1995
Skills
Asset Managment, Private Equity, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 1982 — 1984
MBA, International Finance
Cornell University 1974 — 1978
B.S., Operations Research and Engineering
Ventract, LLC January 2014 - Present
Quest Workspaces June 2013 - Present
AgroSci, Inc. February 2012 - Present
GRO-WELL Brands 2006 - Present
Woodside Associates January 2005 - Present
BNP Paribas 1995 - 2004
Bankers Trust Company 1994 - 1995
Bankers Trust Company / BT Securities Corp. 1980 - 1995
Skills
Asset Managment, Private Equity, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 1982 — 1984
MBA, International Finance
Cornell University 1974 — 1978
B.S., Operations Research and Engineering
Dan Moskowitz Dan Moskowitz's Bankers Trust Company Experience 1988 - 1993
Job Owner & President Chatham Wealth Management Customizing Investment Portfolios to Meet Your Needs
Industry Financial Services
Experience
Chatham Wealth Management 1998 - Present
Fahnestock 1996 - 1998
Mabon Securties 1993 - 1996
Bankers Trust Company 1988 - 1993
Skills
Holistic Financial..., Portfolio Management, Fixed Income, Investment Advisory, Securities, Bonds, Strategic Financial..., Trading, High Net Worth..., Pensions, Wealth Management, Retirement Planning, Investment Strategies, Estate Planning, Financial Advisory, Investment Management
Education
Fairleigh Dickinson University 1999 — 2000
Financial Planning Certificate Program, Estate Planning, Investments, Tax, Insurance
Springfield College 1985 — 1988
BS, Business Management
Chatham Wealth Management 1998 - Present
Fahnestock 1996 - 1998
Mabon Securties 1993 - 1996
Bankers Trust Company 1988 - 1993
Skills
Holistic Financial..., Portfolio Management, Fixed Income, Investment Advisory, Securities, Bonds, Strategic Financial..., Trading, High Net Worth..., Pensions, Wealth Management, Retirement Planning, Investment Strategies, Estate Planning, Financial Advisory, Investment Management
Education
Fairleigh Dickinson University 1999 — 2000
Financial Planning Certificate Program, Estate Planning, Investments, Tax, Insurance
Springfield College 1985 — 1988
BS, Business Management
Renee Hardman Renee Hardman's Bankers Trust Company Experience June 1994 - January 2013
Job President at Hardman Consulting, LLC
Industry Human Resources
Experience
Hardman Consulting, LLC January 2014 - Present
Banker Trust Company January 2013 - Present
Bankers Trust Company June 1994 - January 2013
State of Iowa April 1987 - May 1994
Skills
Leadership, Organizational..., Employee Benefits, Performance Management, Coaching, Banking, Change Management, Employee Relations, Public Speaking, Healthcare, Succession Planning, Team Building, Strategic Planning, Vendor Management, Human Resources, Training, Leadership Development, Recruiting, Employee Engagement, Project Management, Personnel Management, Talent Management
Education
Drake University 1983 — 1989
Master in Business Administration (MBA), Marketing, Accounting, Management and Human Resources
Drake University 1979 — 1983
Bachelor of Arts (B.A.), Psychology
Hardman Consulting, LLC January 2014 - Present
Banker Trust Company January 2013 - Present
Bankers Trust Company June 1994 - January 2013
State of Iowa April 1987 - May 1994
Skills
Leadership, Organizational..., Employee Benefits, Performance Management, Coaching, Banking, Change Management, Employee Relations, Public Speaking, Healthcare, Succession Planning, Team Building, Strategic Planning, Vendor Management, Human Resources, Training, Leadership Development, Recruiting, Employee Engagement, Project Management, Personnel Management, Talent Management
Education
Drake University 1983 — 1989
Master in Business Administration (MBA), Marketing, Accounting, Management and Human Resources
Drake University 1979 — 1983
Bachelor of Arts (B.A.), Psychology
Harvey R. Plante Harvey R. Plante's Bankers Trust Company Experience 1987 - 1996
Job Senior Manager | Deloitte Advisory
Industry Financial Services
Experience
Deloitte & Touche LLP February 2012 - Present
Verities Strategies Group, Inc. - Loss Share Consultants October 2010 - February 2012
Financial Industry Technical Services, Inc November 1999 - October 2010
Prudential Investments 1997 - 1999
Bankers Trust Company 1987 - 1996
First Fidelity Bank 1985 - 1987
Federal Reserve Bank of New York 1983 - 1985
Skills
Management Consulting, Program Management, Operations Management, Risk Management, Compliance Management, Loss-Share Compliance..., Banking, Cross-functional Team..., Outsourcing, Strategy, Project Planning, Financial Analysis, Strategic Planning, Analysis, Portfolio Management, Distressed Debt, Management, Process Improvement, Project Management, Financial Services, Leadership, Integration, PMO, Business Process..., Business Transformation, Executive Management, Mergers & Acquisitions, Securities, Consulting, Vendor Management, Team Building, Financial Risk, Auditing, Due Diligence, Business Analysis, Enterprise Risk..., Internal Audit, Internal Controls
Education
Columbia University in the City of New York 1979 — 1983
Bachelor of Arts (B.A.), Economics
Stevenson High School, Bronx NY 1975 — 1979
Honors High School Diploma
Deloitte & Touche LLP February 2012 - Present
Verities Strategies Group, Inc. - Loss Share Consultants October 2010 - February 2012
Financial Industry Technical Services, Inc November 1999 - October 2010
Prudential Investments 1997 - 1999
Bankers Trust Company 1987 - 1996
First Fidelity Bank 1985 - 1987
Federal Reserve Bank of New York 1983 - 1985
Skills
Management Consulting, Program Management, Operations Management, Risk Management, Compliance Management, Loss-Share Compliance..., Banking, Cross-functional Team..., Outsourcing, Strategy, Project Planning, Financial Analysis, Strategic Planning, Analysis, Portfolio Management, Distressed Debt, Management, Process Improvement, Project Management, Financial Services, Leadership, Integration, PMO, Business Process..., Business Transformation, Executive Management, Mergers & Acquisitions, Securities, Consulting, Vendor Management, Team Building, Financial Risk, Auditing, Due Diligence, Business Analysis, Enterprise Risk..., Internal Audit, Internal Controls
Education
Columbia University in the City of New York 1979 — 1983
Bachelor of Arts (B.A.), Economics
Stevenson High School, Bronx NY 1975 — 1979
Honors High School Diploma
Rahmi Sayder Rahmi Sayder's Bankers Trust Company Experience 1988 - 1994
Job Founder & ViceChairman at Seker Mortgage Finansman A.S.
Industry Financial Services
Experience
Newmark Advisory Ltd 1994 - Present
Seker Mortgage Finansman A.S. (previously Istanbul Mortgage Fin. A.S.) January 2007 - Present
Yapi Kredi Bank 2003 - 2004
Turkcell 1993 - 2000
Bankers Trust Company 1988 - 1994
Turk Merchant Bank 1989 - 1992
Donaldson, Lufkin & Jenrette 1987 - 1988
Amev Holdings Inc (Fortis USA) 1982 - 1987
Exxon Enterprises Inc 1979 - 1982
Skills
Fixed Income, Capital Markets, Emerging Markets, Corporate Finance, Private Equity, Investment Banking, Risk Management, Venture Capital, Project Finance, Due Diligence, Portfolio Management, Alternative Investments, Valuation, Securitization, Financial Structuring, Credit, Structured Finance, Treasury, Trading, Restructuring
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance, Marketing, International Business
Columbia Engineering 1974 — 1978
BS, Industrial Engineering & Operations Research
Robert Koleji 1971 — 1974
HS Diploma, Science
English High School- Istanbul 1967 — 1971
JrHS Diploma
Newmark Advisory Ltd 1994 - Present
Seker Mortgage Finansman A.S. (previously Istanbul Mortgage Fin. A.S.) January 2007 - Present
Yapi Kredi Bank 2003 - 2004
Turkcell 1993 - 2000
Bankers Trust Company 1988 - 1994
Turk Merchant Bank 1989 - 1992
Donaldson, Lufkin & Jenrette 1987 - 1988
Amev Holdings Inc (Fortis USA) 1982 - 1987
Exxon Enterprises Inc 1979 - 1982
Skills
Fixed Income, Capital Markets, Emerging Markets, Corporate Finance, Private Equity, Investment Banking, Risk Management, Venture Capital, Project Finance, Due Diligence, Portfolio Management, Alternative Investments, Valuation, Securitization, Financial Structuring, Credit, Structured Finance, Treasury, Trading, Restructuring
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance, Marketing, International Business
Columbia Engineering 1974 — 1978
BS, Industrial Engineering & Operations Research
Robert Koleji 1971 — 1974
HS Diploma, Science
English High School- Istanbul 1967 — 1971
JrHS Diploma
Tom Obermaier Tom Obermaier's Bankers Trust Company Experience October 1996 - June 1999
Job Chief Executive Officer at Regulatory DataCorp.
Industry Computer Software
Experience
Regulatory DataCorp. July 2009 - Present
Citi August 2003 - July 2009
Deutsche Bank June 1999 - August 2003
Bankers Trust Company October 1996 - June 1999
Skadden Arps August 1989 - October 1996
Education
Columbia University in the City of New York
Regulatory DataCorp. July 2009 - Present
Citi August 2003 - July 2009
Deutsche Bank June 1999 - August 2003
Bankers Trust Company October 1996 - June 1999
Skadden Arps August 1989 - October 1996
Education
Columbia University in the City of New York
Dan Horn Dan Horn's Bankers Trust Company Experience 1991 - 1999
Job Managing Director at PennantPark Investment Advisers, LLC
Industry Investment Banking
Experience
PennantPark Investment Advisers, LLC June 2015 - Present
Loop Capital Markets January 2013 - June 2015
TTK Partners, LLC May 2011 - January 2013
Magna Principals, LLC October 2009 - January 2013
AFI Partners May 2008 - January 2013
Unicous Marketing, Inc. May 2005 - February 2008
GenCorp January 2004 - December 2004
Deutsche Bank Securities August 1991 - December 2003
Bankers Trust Company 1991 - 1999
BT Securities Corporation 1991 - 1999
Education
The University of Chicago Booth School of Business 1989 — 1991
DePaul University 1981 — 1985
Bachelor of Arts, Accounting
Joliet Junior College
Providence Catholic High School
St. Raymond
PennantPark Investment Advisers, LLC June 2015 - Present
Loop Capital Markets January 2013 - June 2015
TTK Partners, LLC May 2011 - January 2013
Magna Principals, LLC October 2009 - January 2013
AFI Partners May 2008 - January 2013
Unicous Marketing, Inc. May 2005 - February 2008
GenCorp January 2004 - December 2004
Deutsche Bank Securities August 1991 - December 2003
Bankers Trust Company 1991 - 1999
BT Securities Corporation 1991 - 1999
Education
The University of Chicago Booth School of Business 1989 — 1991
DePaul University 1981 — 1985
Bachelor of Arts, Accounting
Joliet Junior College
Providence Catholic High School
St. Raymond
Margaret Cianci Margaret Cianci's Bankers Trust Company Experience 1984 - 1993
Job Executive Director at ACGT
Industry Nonprofit Organization Management
Experience
ACGT January 2001 - Present
Bankers Trust Company 1984 - 1993
Home Box Office 1983 - 1984
Chase Manhattan Bank 1979 - 1982
Skills
Nonprofits, Program Management, Management, Marketing, Healthcare, Finance, Cancer, Fundraising, Grant Writing, Program Development, Strategic Planning, Strategy, Social Media, Public Speaking, Community Outreach, Public Relations, Marketing Strategy, Entrepreneurship, Research, Business Strategy, Non-profits, Series 7, Hedge Funds, Equities, New Business Development, Alternative Investments, Capital Markets, Marketing Communications
Education
Columbia University - Columbia Business School 1982 — 1983
MBA
Colgate University 1976 — 1979
BA, International Relations
ACGT January 2001 - Present
Bankers Trust Company 1984 - 1993
Home Box Office 1983 - 1984
Chase Manhattan Bank 1979 - 1982
Skills
Nonprofits, Program Management, Management, Marketing, Healthcare, Finance, Cancer, Fundraising, Grant Writing, Program Development, Strategic Planning, Strategy, Social Media, Public Speaking, Community Outreach, Public Relations, Marketing Strategy, Entrepreneurship, Research, Business Strategy, Non-profits, Series 7, Hedge Funds, Equities, New Business Development, Alternative Investments, Capital Markets, Marketing Communications
Education
Columbia University - Columbia Business School 1982 — 1983
MBA
Colgate University 1976 — 1979
BA, International Relations
Sarah Madden's Bankers Trust Company Experience May 2011 - August 2011
Job Leadership Development Program Associate at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2014 - Present
Merrill Lynch May 2013 - August 2013
Nationwide Insurance May 2012 - August 2012
Bankers Trust Company May 2011 - August 2011
Nationwide Insurance January 2011 - April 2011
Skills
Leadership, Public Speaking, Teamwork, Hard-Working, PowerPoint, Building Relationships, Self-Starter, Microsoft Office, Learning Quickly
Education
University of Iowa - Henry B. Tippie College of Business 2015 — 2017
Master of Business Administration (MBA), Concentration: Marketing Strategy & Business Analytics Certificate
Drake University 2009 — 2013
Bachelor of Science Business Administration, Accounting, Finance, Marketing, Senior
Principal Financial Group June 2014 - Present
Merrill Lynch May 2013 - August 2013
Nationwide Insurance May 2012 - August 2012
Bankers Trust Company May 2011 - August 2011
Nationwide Insurance January 2011 - April 2011
Skills
Leadership, Public Speaking, Teamwork, Hard-Working, PowerPoint, Building Relationships, Self-Starter, Microsoft Office, Learning Quickly
Education
University of Iowa - Henry B. Tippie College of Business 2015 — 2017
Master of Business Administration (MBA), Concentration: Marketing Strategy & Business Analytics Certificate
Drake University 2009 — 2013
Bachelor of Science Business Administration, Accounting, Finance, Marketing, Senior
Robert Shields's Bankers Trust Company Experience 1985 - 1999
Job Business and Vendor Manager
Industry Financial Services
Experience
New York City Area 2015 - Present
Goldman Sachs 2000 - 2015
Bankers Trust Company 1985 - 1999
Education
Columbia University - Columbia Business School 1984 — 1986
MBA
Trinity College-Hartford
BS
William Penn Charter School
diploma
New York City Area 2015 - Present
Goldman Sachs 2000 - 2015
Bankers Trust Company 1985 - 1999
Education
Columbia University - Columbia Business School 1984 — 1986
MBA
Trinity College-Hartford
BS
William Penn Charter School
diploma
Michael Seiden Michael Seiden's Bankers Trust Company Experience September 1994 - December 1994
Job Computer Consultant
Industry Computer Software
Experience
Seiden Consulting, Inc. January 1983 - Present
Towers Watson September 1997 - July 2014
SynapQuest of Corestates Bank May 1996 - August 1997
Premier Solutions Ltd January 1995 - May 1996
Banker's Trust Company September 1994 - December 1994
Group1 Software June 1992 - August 1994
General Electric Aerospace November 1990 - April 1991
Colonial Penn Life Insurance March 1981 - March 1983
Skills
Software Development, Software Documentation, Database Design, Program Management, Visual Basic, Business Analysis, COBOL, Software Project..., Requirements Analysis, SQL, Access, Project Management, IT Management, Mainframe, Troubleshooting, XML, Testing, Management, Management Consulting, Databases, Regression Testing
Education
Temple University - Fox School of Business and Management
MBA, Information Science
Washington University in St. Louis
Computer Science
Columbia University - Fu Foundation School of Engineering and Applied Science
BS, Engineering Mathematics
Seiden Consulting, Inc. January 1983 - Present
Towers Watson September 1997 - July 2014
SynapQuest of Corestates Bank May 1996 - August 1997
Premier Solutions Ltd January 1995 - May 1996
Banker's Trust Company September 1994 - December 1994
Group1 Software June 1992 - August 1994
General Electric Aerospace November 1990 - April 1991
Colonial Penn Life Insurance March 1981 - March 1983
Skills
Software Development, Software Documentation, Database Design, Program Management, Visual Basic, Business Analysis, COBOL, Software Project..., Requirements Analysis, SQL, Access, Project Management, IT Management, Mainframe, Troubleshooting, XML, Testing, Management, Management Consulting, Databases, Regression Testing
Education
Temple University - Fox School of Business and Management
MBA, Information Science
Washington University in St. Louis
Computer Science
Columbia University - Fu Foundation School of Engineering and Applied Science
BS, Engineering Mathematics
Bill Marvin, PMP, ITIL Expert Bill Marvin, PMP, ITIL Expert's Bankers Trust Company Experience July 1994 - January 1995
Job ITSM Consultant at Microsoft
Industry Information Technology and Services
Experience
Microsoft, IT Service Management May 2013 - Present
CSC May 2008 - May 2013
Daybreak ICS August 2007 - March 2008
IBM Global Services October 2006 - July 2007
IBM Global Services October 2000 - October 2006
IBM Global Services June 1996 - October 2000
Clarkson University June 1995 - May 1996
Bankers Trust Company July 1994 - January 1995
Sanwa Bank Ltd January 1994 - June 1994
U. S. Coast Guard October 1985 - July 1990
Skills
PMI, Service Delivery, ITIL, Requirements Analysis, Metrics, IT Service Management, Service Improvement, IT Operations, Service Management, IT Management, SLA, IT Governance, People Management, ISO 20000, Managed Services, PMP, Program Management, Process Improvement, Change Management, Disaster Recovery, Business Continuity, Team Leadership, Sla, Management, Project Management, Data Center, Governance, IT Strategy, Business Process, Information Technology, Security, IT Outsourcing, Incident Management, Infrastructure, Project Delivery
Education
Clarkson University 1994 — 1996
Master of Science, Management Systems; Management Information Systems
Clarkson University 1991 — 1996
Bachelor of Science, Business Administration
Microsoft, IT Service Management May 2013 - Present
CSC May 2008 - May 2013
Daybreak ICS August 2007 - March 2008
IBM Global Services October 2006 - July 2007
IBM Global Services October 2000 - October 2006
IBM Global Services June 1996 - October 2000
Clarkson University June 1995 - May 1996
Bankers Trust Company July 1994 - January 1995
Sanwa Bank Ltd January 1994 - June 1994
U. S. Coast Guard October 1985 - July 1990
Skills
PMI, Service Delivery, ITIL, Requirements Analysis, Metrics, IT Service Management, Service Improvement, IT Operations, Service Management, IT Management, SLA, IT Governance, People Management, ISO 20000, Managed Services, PMP, Program Management, Process Improvement, Change Management, Disaster Recovery, Business Continuity, Team Leadership, Sla, Management, Project Management, Data Center, Governance, IT Strategy, Business Process, Information Technology, Security, IT Outsourcing, Incident Management, Infrastructure, Project Delivery
Education
Clarkson University 1994 — 1996
Master of Science, Management Systems; Management Information Systems
Clarkson University 1991 — 1996
Bachelor of Science, Business Administration
Rudy Melendez Rudy Melendez's Bankers Trust Company Experience June 1982 - November 1989
Job Business Development and Transformation, Strategic Planning and Execution, and Operational Excellence Leader
Industry Hospital & Health Care
Experience
Access Community Health Network June 2009 - Present
Grant Thornton April 2000 - January 2009
EVEREN Securities August 1991 - December 1999
Chicago Tokyo Bank January 1990 - August 1991
Bankers Trust Company June 1982 - November 1989
Skills
Business Analysis, Business Process..., Change Management, Vendor Management, Program Management, Process Improvement, Project Portfolio..., Agile Project Management, Project Management, Process Engineering, SharePoint, PMO, IT Strategy, Risk Management, IT Service Management, Access, Business Intelligence, SDLC, Integration, HIPAA, Team Building, Scrum, Quality Assurance, IT Management, Strategy, Healthcare Information..., Disaster Recovery, Governance, MS Project, Requirements Analysis, Analysis, Business Process, Management
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Master of Information Systems Management (MISM)
Keller Graduate School of Management of DeVry University 2011 — 2013
Master of Business Administration (MBA)
DePaul University
Bachelor of Science (BS)
Access Community Health Network June 2009 - Present
Grant Thornton April 2000 - January 2009
EVEREN Securities August 1991 - December 1999
Chicago Tokyo Bank January 1990 - August 1991
Bankers Trust Company June 1982 - November 1989
Skills
Business Analysis, Business Process..., Change Management, Vendor Management, Program Management, Process Improvement, Project Portfolio..., Agile Project Management, Project Management, Process Engineering, SharePoint, PMO, IT Strategy, Risk Management, IT Service Management, Access, Business Intelligence, SDLC, Integration, HIPAA, Team Building, Scrum, Quality Assurance, IT Management, Strategy, Healthcare Information..., Disaster Recovery, Governance, MS Project, Requirements Analysis, Analysis, Business Process, Management
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Master of Information Systems Management (MISM)
Keller Graduate School of Management of DeVry University 2011 — 2013
Master of Business Administration (MBA)
DePaul University
Bachelor of Science (BS)
John Fiore John Fiore's Bankers Trust Company Experience June 1995 - February 1997
Job Executive Director Senior Banker at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan April 2013 - Present
Cantor Fitzgerald November 2011 - September 2012
Bank of America Merrill Lynch April 2006 - June 2011
Goldman Sachs February 1997 - April 2006
Bankers Trust Company June 1995 - February 1997
Skills
Prime Brokerage, Hedge Funds, Alternative Investments, Securities Finance, Equities, Equity Derivatives, Fixed Income, Swaps, Bloomberg, Trading Systems, Options, Financial Markets, Securities, Finance, Financial Services, Investment Management, Emerging Markets, Capital Markets, Investment Banking
Education
Columbia Business School 1994 — 1995
MBA, Finance
Dartmouth College 1984 — 1988
BA, History
J.P. Morgan April 2013 - Present
Cantor Fitzgerald November 2011 - September 2012
Bank of America Merrill Lynch April 2006 - June 2011
Goldman Sachs February 1997 - April 2006
Bankers Trust Company June 1995 - February 1997
Skills
Prime Brokerage, Hedge Funds, Alternative Investments, Securities Finance, Equities, Equity Derivatives, Fixed Income, Swaps, Bloomberg, Trading Systems, Options, Financial Markets, Securities, Finance, Financial Services, Investment Management, Emerging Markets, Capital Markets, Investment Banking
Education
Columbia Business School 1994 — 1995
MBA, Finance
Dartmouth College 1984 — 1988
BA, History
Roger An Roger An's Bankers Trust Company Experience January 1992 - January 1995
Job CoFounder at FIZZICS GROUP
Industry Management Consulting
Experience
FIZZICS GROUP August 2014 - Present
EYELOCK, INC. August 2013 - Present
SK HOLDINGS, LTD January 2008 - December 2011
SK USA, INC July 2002 - January 2007
SK GROUP July 1996 - December 2002
BANKERS TRUST COMPANY January 1992 - January 1995
Education
Columbia University - Columbia Business School 1994 — 1996
Master of Business Administration (MBA), Finance, General
New York University 1987 — 1991
Bachelor of Arts (BA), Economics
Brooklyn Technical High School 1985 — 1987
High School, Biomedical/Medical Engineering
FIZZICS GROUP August 2014 - Present
EYELOCK, INC. August 2013 - Present
SK HOLDINGS, LTD January 2008 - December 2011
SK USA, INC July 2002 - January 2007
SK GROUP July 1996 - December 2002
BANKERS TRUST COMPANY January 1992 - January 1995
Education
Columbia University - Columbia Business School 1994 — 1996
Master of Business Administration (MBA), Finance, General
New York University 1987 — 1991
Bachelor of Arts (BA), Economics
Brooklyn Technical High School 1985 — 1987
High School, Biomedical/Medical Engineering
David Westra David Westra's Bankers Trust Company Experience 1992 - 1999
Job Partner at Miller Russell Associates
Industry Investment Management
Experience
Miller Russell Associates November 2006 - Present
Avnet, Inc 2002 - 2006
eFunds 2001 - 2002
Deloitte 1999 - 2001
Bankers Trust Company 1992 - 1999
Education
Columbia University - Columbia Business School 1997 — 1999
Master of Business Administration (MBA), Finance, General
University of Southern California 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Miller Russell Associates November 2006 - Present
Avnet, Inc 2002 - 2006
eFunds 2001 - 2002
Deloitte 1999 - 2001
Bankers Trust Company 1992 - 1999
Education
Columbia University - Columbia Business School 1997 — 1999
Master of Business Administration (MBA), Finance, General
University of Southern California 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Steven Schechter Steven Schechter's Bankers Trust Company Experience April 1983 - March 1985
Job Director of Information Technology at Trevor Day School
Industry Primary/Secondary Education
Experience
Trevor Day School July 2005 - Present
Mark Ross & Company April 1985 - June 2003
Bankers Trust Company April 1983 - March 1985
Trevor Day School September 1977 - March 1983
Skills
IT Management, Technology Integration, Staff Development, Instructional Technology, Curriculum Design, Instructional Design, Teaching, Curriculum Development, E-Learning, Educational Leadership, K-12, Teacher Training
Education
Columbia University in the City of New York
Certificate Program, Information Technology
New York University
M.A., Education
State University of New York at Buffalo
B.A., English Literature
Trevor Day School July 2005 - Present
Mark Ross & Company April 1985 - June 2003
Bankers Trust Company April 1983 - March 1985
Trevor Day School September 1977 - March 1983
Skills
IT Management, Technology Integration, Staff Development, Instructional Technology, Curriculum Design, Instructional Design, Teaching, Curriculum Development, E-Learning, Educational Leadership, K-12, Teacher Training
Education
Columbia University in the City of New York
Certificate Program, Information Technology
New York University
M.A., Education
State University of New York at Buffalo
B.A., English Literature
Jeff Silver Jeff Silver's Bankers Trust Company Experience September 1992 - November 1998
Job Vice President & Counsel at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein L.P. June 2002 - Present
Deutsche Asset Management November 1998 - June 2002
Bankers Trust Company September 1992 - November 1998
Education
New York Law School 1990 — 1994
JD
Cornell University
BS, Economics
Pace University - Lubin School of Business
MBA
AllianceBernstein L.P. June 2002 - Present
Deutsche Asset Management November 1998 - June 2002
Bankers Trust Company September 1992 - November 1998
Education
New York Law School 1990 — 1994
JD
Cornell University
BS, Economics
Pace University - Lubin School of Business
MBA
Katina Gass Katina Gass's Bankers Trust Company Experience March 2000 - January 2007
Job Mortgage Loan Originator at First American Bank
Industry Banking
Experience
First American Bank January 2007 - Present
Bankers Trust Company March 2000 - January 2007
Skills
Flexilbe and..., Excellent team-building..., Mortgage Lending, Mortgage Banking, Residential Mortgages, Jumbo Mortgage, Refinance, Certified Mortgage..., Government Loans, VA loans, FHA, FHA financing, USDA Rural Housing, Construction Loans, Home Equity Loans, Foreclosures, Real Estate Transactions, Real Estate, Investors, Investments, USDA, First Time Home Buyers, Investment Properties, Commercial Lending, Credit Analysis, Loan Origination, Credit, Lines Of Credit, Loans, Small Business Lending, Underwriting
Education
University of Iowa 1994 — 1996
Bachelor of Business Administration (BBA), Finance, General
Des Moines Area Community College 1992 — 1994
Des Moines Area Community College, Liberal Arts and Sciences/Liberal Studies
First American Bank January 2007 - Present
Bankers Trust Company March 2000 - January 2007
Skills
Flexilbe and..., Excellent team-building..., Mortgage Lending, Mortgage Banking, Residential Mortgages, Jumbo Mortgage, Refinance, Certified Mortgage..., Government Loans, VA loans, FHA, FHA financing, USDA Rural Housing, Construction Loans, Home Equity Loans, Foreclosures, Real Estate Transactions, Real Estate, Investors, Investments, USDA, First Time Home Buyers, Investment Properties, Commercial Lending, Credit Analysis, Loan Origination, Credit, Lines Of Credit, Loans, Small Business Lending, Underwriting
Education
University of Iowa 1994 — 1996
Bachelor of Business Administration (BBA), Finance, General
Des Moines Area Community College 1992 — 1994
Des Moines Area Community College, Liberal Arts and Sciences/Liberal Studies
Linda Marshall Linda Marshall's Bankers Trust Company Experience 1992 - 1996
Job Partner, MissionBridge Philanthropy LLC
Industry Philanthropy
Experience
MissionBridge Philanthropy LLC June 2014 - Present
New Canaan Country School 2000 - 2012
Stepping Stones Museum for Children 1998 - 2006
Peddie School 1993 - 2005
Bankers Trust Company 1992 - 1996
Chase Manhattan Bank 1990 - 1992
First Boston Corporation 1985 - 1990
Education
Dartmouth College 1981 — 1985
Bachelor of Arts (BA), Economics and Government
MissionBridge Philanthropy LLC June 2014 - Present
New Canaan Country School 2000 - 2012
Stepping Stones Museum for Children 1998 - 2006
Peddie School 1993 - 2005
Bankers Trust Company 1992 - 1996
Chase Manhattan Bank 1990 - 1992
First Boston Corporation 1985 - 1990
Education
Dartmouth College 1981 — 1985
Bachelor of Arts (BA), Economics and Government
Jay Meisler's Bankers Trust Company Experience September 1971 - March 1979
Job Cofounder at GlobalView.com
Industry Financial Services
Experience
Global-View.com January 1997 - Present
Bland, Meisler & Co April 1985 - Present
ContiCurrency April 1979 - April 1985
Bankers Trust Company September 1971 - March 1979
Skills
Trading, FX Options, Securities, FX trading, Foreign Exchange, Currency, Alternative Investments, Hedge Funds, Derivatives, Start-ups, Traders, Capital Markets, Investments, Business Strategy, Commodity, Bloomberg, Trading Systems, Equities, Entrepreneurship, Financial Markets, Proprietary Trading, Fixed Income, Hedging, Options, Trading Strategies, Venture Capital, Banking, Financial Analysis, Emerging Markets, Equity Trading, Bonds, Equity Derivatives, Investment Banking, New Business Development, Financial Risk, Technical Analysis, Finance, Portfolio Management, Risk Management, Investment Advisory, Electronic Trading, Structured Products, Financial Services, Business Development, Investment Strategies, Asset Management, Financial Modeling, Wealth Management, Valuation, Private Equity
Education
Columbia University - Columbia Business School 1969 — 1971
MBA, Finance
Queens College 1965 — 1969
BA, Economics
Global-View.com January 1997 - Present
Bland, Meisler & Co April 1985 - Present
ContiCurrency April 1979 - April 1985
Bankers Trust Company September 1971 - March 1979
Skills
Trading, FX Options, Securities, FX trading, Foreign Exchange, Currency, Alternative Investments, Hedge Funds, Derivatives, Start-ups, Traders, Capital Markets, Investments, Business Strategy, Commodity, Bloomberg, Trading Systems, Equities, Entrepreneurship, Financial Markets, Proprietary Trading, Fixed Income, Hedging, Options, Trading Strategies, Venture Capital, Banking, Financial Analysis, Emerging Markets, Equity Trading, Bonds, Equity Derivatives, Investment Banking, New Business Development, Financial Risk, Technical Analysis, Finance, Portfolio Management, Risk Management, Investment Advisory, Electronic Trading, Structured Products, Financial Services, Business Development, Investment Strategies, Asset Management, Financial Modeling, Wealth Management, Valuation, Private Equity
Education
Columbia University - Columbia Business School 1969 — 1971
MBA, Finance
Queens College 1965 — 1969
BA, Economics
Craig Cadmus's Bankers Trust Company Experience 1980 - 1985
Job B2B Strategist / Business Leader / Intrapreneur
Industry Financial Services
Experience
Cadby Consultants, LLC August 2014 - Present
Shalin Associates, Inc. 2005 - August 2014
Pershing 2000 - 2001
Merrill Lynch 1985 - 2000
Bankers Trust Company 1980 - 1985
Midlantic Bank 1975 - 1980
Skills
Management, Entrepreneurship, Strategy, New Business Development, Marketing, Marketing Strategy, CRM, Strategic Planning, Start-ups, Competitive Analysis, Marketing Research, Project Management, Product Development, International Expansion, Legal & Compliance, Leadership, Advertising, SaaS, Trade Shows, Public Relations, Marketing Information..., Direct Marketing, Consulting
Education
Cornell University 1973 — 1975
MBA, Marketing & Information Systems
University of Pennsylvania - The Wharton School 1989 — 1991
Certification, Securities Industry Institute
Rutgers University-New Brunswick 1981 — 1983
Certification, ABA Stonier Graduate School of Banking
Gettysburg College 1969 — 1973
AB, Business Administration
Cadby Consultants, LLC August 2014 - Present
Shalin Associates, Inc. 2005 - August 2014
Pershing 2000 - 2001
Merrill Lynch 1985 - 2000
Bankers Trust Company 1980 - 1985
Midlantic Bank 1975 - 1980
Skills
Management, Entrepreneurship, Strategy, New Business Development, Marketing, Marketing Strategy, CRM, Strategic Planning, Start-ups, Competitive Analysis, Marketing Research, Project Management, Product Development, International Expansion, Legal & Compliance, Leadership, Advertising, SaaS, Trade Shows, Public Relations, Marketing Information..., Direct Marketing, Consulting
Education
Cornell University 1973 — 1975
MBA, Marketing & Information Systems
University of Pennsylvania - The Wharton School 1989 — 1991
Certification, Securities Industry Institute
Rutgers University-New Brunswick 1981 — 1983
Certification, ABA Stonier Graduate School of Banking
Gettysburg College 1969 — 1973
AB, Business Administration
Perot Bissell Perot Bissell's Bankers Trust Company Experience May 1990 - April 1996
Job Chairman & CEO at Next Generation Energy Logistics, LLC
Industry Logistics and Supply Chain
Experience
Next Generation Energy Logistics, LLC February 2014 - Present
Maxum Enterprises October 2012 - July 2013
Maxum Petroleum March 2006 - October 2012
Northwest Capital Appreciation 1997 - 2005
Bankers Trust Company May 1990 - April 1996
Drexel Burnham Lambert February 1989 - March 1990
Paine Webber August 1984 - January 1989
United States Army September 1977 - September 1980
Skills
Transportation..., Transportation, 3PL, Supply Chain, Logistics, Strategic Planning, Operations Management, Warehousing, Supply Chain Management, Contract Negotiation, Strategy, Cross-functional Team..., Management, Start-ups, Forecasting, Logistics Management, Business Process..., Business Development, Business Strategy, Finance, Leadership, Pricing, Process Improvement, Supply Chain...
Education
Columbia University in the City of New York 1981 — 1984
BA, History
University of Washington 1980 — 1981
Economics History
St. Paul's School
Next Generation Energy Logistics, LLC February 2014 - Present
Maxum Enterprises October 2012 - July 2013
Maxum Petroleum March 2006 - October 2012
Northwest Capital Appreciation 1997 - 2005
Bankers Trust Company May 1990 - April 1996
Drexel Burnham Lambert February 1989 - March 1990
Paine Webber August 1984 - January 1989
United States Army September 1977 - September 1980
Skills
Transportation..., Transportation, 3PL, Supply Chain, Logistics, Strategic Planning, Operations Management, Warehousing, Supply Chain Management, Contract Negotiation, Strategy, Cross-functional Team..., Management, Start-ups, Forecasting, Logistics Management, Business Process..., Business Development, Business Strategy, Finance, Leadership, Pricing, Process Improvement, Supply Chain...
Education
Columbia University in the City of New York 1981 — 1984
BA, History
University of Washington 1980 — 1981
Economics History
St. Paul's School
Pamela N. Stark Pamela N. Stark's Bankers Trust Company Experience January 1984 - February 1985
Job Sr. Business Information Analyst at Nationwide Agribusiness
Industry Accounting
Experience
Nationwide Agribusiness December 2011 - Present
Nationwide Mutual June 2006 - September 2009
Allied/Nationwide Insurance 2006 - 2009
Iowa Prestressed Concrete February 2003 - January 2005
John Deere Credit January 2002 - January 2003
John Deere Credit July 2000 - January 2002
St. Augustin Church July 1996 - May 2000
Equitable of Iowa Companies May 1989 - July 1992
Intergrated Resources Life Insurance Company October 1987 - May 1989
Bankers Trust Company January 1984 - February 1985
Skills
Forecasting, Access, Auditing, Accounting, Finance, Payroll, Accounts Receivable, Internal Controls, PeopleSoft, Budgets, Internal Audit, Microsoft Excel
Education
Drake University 1981 — 1982
Bachelor of Science, Accounting
Nationwide Agribusiness December 2011 - Present
Nationwide Mutual June 2006 - September 2009
Allied/Nationwide Insurance 2006 - 2009
Iowa Prestressed Concrete February 2003 - January 2005
John Deere Credit January 2002 - January 2003
John Deere Credit July 2000 - January 2002
St. Augustin Church July 1996 - May 2000
Equitable of Iowa Companies May 1989 - July 1992
Intergrated Resources Life Insurance Company October 1987 - May 1989
Bankers Trust Company January 1984 - February 1985
Skills
Forecasting, Access, Auditing, Accounting, Finance, Payroll, Accounts Receivable, Internal Controls, PeopleSoft, Budgets, Internal Audit, Microsoft Excel
Education
Drake University 1981 — 1982
Bachelor of Science, Accounting
Robert P. DeNunzio's Bankers Trust Company Experience 1986 - 1989
Job Owner, RDN Management Advisory Services, LLC
Industry Management Consulting
Experience
RDN Advisors, LLC. 2008 - Present
TowerGroup 2006 - 2008
RDN Advisors, LLC 2001 - 2006
Capco 1999 - 2001
A.T. Kearney 1992 - 1999
McKinsey & Company 1989 - 1992
Banker's Trust Company 1986 - 1989
Coopers & Lybrand 1982 - 1986
Royal Insurance 1979 - 1982
Skills
Strategy, Management Consulting, Management, Financial Services, IT Strategy, Analysis, Mergers & Acquisitions, Banking, Start-ups, Business Strategy, Business Process, Professional Services, Enterprise Software, Product Management, Account Management, Strategic Partnerships, Business Development, Program Management, Analytics, Consulting, Competitive Analysis
Education
Fairfield University
Fordham University
BA
RDN Advisors, LLC. 2008 - Present
TowerGroup 2006 - 2008
RDN Advisors, LLC 2001 - 2006
Capco 1999 - 2001
A.T. Kearney 1992 - 1999
McKinsey & Company 1989 - 1992
Banker's Trust Company 1986 - 1989
Coopers & Lybrand 1982 - 1986
Royal Insurance 1979 - 1982
Skills
Strategy, Management Consulting, Management, Financial Services, IT Strategy, Analysis, Mergers & Acquisitions, Banking, Start-ups, Business Strategy, Business Process, Professional Services, Enterprise Software, Product Management, Account Management, Strategic Partnerships, Business Development, Program Management, Analytics, Consulting, Competitive Analysis
Education
Fairfield University
Fordham University
BA
Antoinette Genovese Antoinette Genovese's Bankers Trust Company Experience 1996 - 1998
Job Director, COO Emerging Markets FICC Trading at Bank of America
Industry Investment Banking
Experience
Bank of America Merrill Lynch 2014 - Present
Goldman, Sachs & Co. (Securities Division) 2005 - 2014
Goldman, Sachs & Co. 2003 - 2005
Goldman, Sachs & Co. 2000 - 2003
Rabobank International 1998 - 2000
Bankers Trust Company 1996 - 1998
Chemical Bank Corporation 1995 - 1996
Skills
Financial Modeling, Fixed Income, Capital Markets, Valuation, Emerging Markets, Alternative Investments, Corporate Finance, Derivatives, Bloomberg, Structured Products, Due Diligence, Investments, Credit Derivatives, Investment Banking, Private Equity, M&A experience, Hedge Funds
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
New York University - Leonard N. Stern School of Business 1991 — 1995
BS, Finance and Management; Minor in East Asian Studies
Bank of America Merrill Lynch 2014 - Present
Goldman, Sachs & Co. (Securities Division) 2005 - 2014
Goldman, Sachs & Co. 2003 - 2005
Goldman, Sachs & Co. 2000 - 2003
Rabobank International 1998 - 2000
Bankers Trust Company 1996 - 1998
Chemical Bank Corporation 1995 - 1996
Skills
Financial Modeling, Fixed Income, Capital Markets, Valuation, Emerging Markets, Alternative Investments, Corporate Finance, Derivatives, Bloomberg, Structured Products, Due Diligence, Investments, Credit Derivatives, Investment Banking, Private Equity, M&A experience, Hedge Funds
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
New York University - Leonard N. Stern School of Business 1991 — 1995
BS, Finance and Management; Minor in East Asian Studies
Caryn Feinberg O'Malley Caryn Feinberg O'Malley's Bankers Trust Company Experience June 1988 - August 1988
Job Owner at Very Cherry Gifts
Industry Consumer Goods
Experience
Very Cherry Gifts 2005 - Present
McGraw-Hill 1997 - 2000
Time Warner Inc. 1992 - 1997
Time Inc. 1992 - 1992
GRUNER & JAHR 1991 - 1991
Time Warner Inc. 1989 - 1991
BANKERS TRUST COMPANY June 1988 - August 1988
WERTHEIM SCHRODER & CO. INCORPORATED 1986 - 1987
Skills
Marketing Strategy, Strategic Planning, Product Development, Sales Management, Customer Service, New Business Development, Negotiation, Advertising, Project Management
Education
Columbia Business School 1987 — 1989
Master of Business Administration (MBA), Marketing/Finance
The Wharton School, University of Pennsylvania 1982 — 1986
BSE, Finance
Very Cherry Gifts 2005 - Present
McGraw-Hill 1997 - 2000
Time Warner Inc. 1992 - 1997
Time Inc. 1992 - 1992
GRUNER & JAHR 1991 - 1991
Time Warner Inc. 1989 - 1991
BANKERS TRUST COMPANY June 1988 - August 1988
WERTHEIM SCHRODER & CO. INCORPORATED 1986 - 1987
Skills
Marketing Strategy, Strategic Planning, Product Development, Sales Management, Customer Service, New Business Development, Negotiation, Advertising, Project Management
Education
Columbia Business School 1987 — 1989
Master of Business Administration (MBA), Marketing/Finance
The Wharton School, University of Pennsylvania 1982 — 1986
BSE, Finance
Edward Unger Edward Unger's Bankers Trust Company Experience 1978 - 1984
Job Retired and Student of New Ideas
Industry Venture Capital & Private Equity
Experience
The Keffi Group 2007 - 2011
Goldman Sachs 1984 - 2007
Bankers Trust Company 1978 - 1984
Skills
Capital Markets, Investment Banking, Private Equity, LBO, Equities, Hedge Funds, Relationship Management, Financial Modeling, Corporate Finance, Trading Systems, Alternative Investments, Valuation, Business Strategy, Financial Analysis, Economics, Financial Risk, Underwriting, Finance, Financial Structuring, Venture Capital, Fixed Income, Mergers & Acquisitions, Derivatives, Structured Finance, Emerging Markets, Corporate Development, Asset Management, Due Diligence, Leveraged Finance, M&A experience, Equity Research, Investor Relations, Investment Management, Securities, Investments, Bonds, Structured Products, Portfolio Management, Private Placements, Securitization, Restructuring
Education
Columbia University - Columbia Business School 1976 — 1978
MBA, Finance and Economics
University of Toronto - University of St. Michael's College 1969 — 1974
BA, Political Philosophy
Aquinas Institute 1965 — 1969
Regents Diploma
The Keffi Group 2007 - 2011
Goldman Sachs 1984 - 2007
Bankers Trust Company 1978 - 1984
Skills
Capital Markets, Investment Banking, Private Equity, LBO, Equities, Hedge Funds, Relationship Management, Financial Modeling, Corporate Finance, Trading Systems, Alternative Investments, Valuation, Business Strategy, Financial Analysis, Economics, Financial Risk, Underwriting, Finance, Financial Structuring, Venture Capital, Fixed Income, Mergers & Acquisitions, Derivatives, Structured Finance, Emerging Markets, Corporate Development, Asset Management, Due Diligence, Leveraged Finance, M&A experience, Equity Research, Investor Relations, Investment Management, Securities, Investments, Bonds, Structured Products, Portfolio Management, Private Placements, Securitization, Restructuring
Education
Columbia University - Columbia Business School 1976 — 1978
MBA, Finance and Economics
University of Toronto - University of St. Michael's College 1969 — 1974
BA, Political Philosophy
Aquinas Institute 1965 — 1969
Regents Diploma
Jamie Snedaker's Bankers Trust Company Experience March 1989 - May 1997
Job Managing Director, Strategic Solutions at MorphoTrust USA
Industry Information Technology and Services
Experience
MorphoTrust ™ USA July 2009 - Present
L-1 Identity Solutions June 2008 - September 2011
IBM February 2008 - June 2008
Hewlett-Packard May 2007 - February 2008
Hewlett-Packard November 1997 - May 2007
Prolin Software May 1997 - November 1997
Bankers Trust Company March 1989 - May 1997
Arthur Young & Company May 1983 - March 1989
Skills
Cloud Computing, Enterprise Software, Business Development, SaaS, Solution Selling, ITIL, IT Operations, Enterprise Architecture, IT Strategy, IT Service Management, CRM, Pre-sales, Management, Professional Services, Solution Architecture, Strategic Partnerships, Strategy
Education
Columbia University 1991 — 1993
MBA, Production/Operations Mgmt
Dartmouth College 1982 — 1986
Shawnee Mission East
MorphoTrust ™ USA July 2009 - Present
L-1 Identity Solutions June 2008 - September 2011
IBM February 2008 - June 2008
Hewlett-Packard May 2007 - February 2008
Hewlett-Packard November 1997 - May 2007
Prolin Software May 1997 - November 1997
Bankers Trust Company March 1989 - May 1997
Arthur Young & Company May 1983 - March 1989
Skills
Cloud Computing, Enterprise Software, Business Development, SaaS, Solution Selling, ITIL, IT Operations, Enterprise Architecture, IT Strategy, IT Service Management, CRM, Pre-sales, Management, Professional Services, Solution Architecture, Strategic Partnerships, Strategy
Education
Columbia University 1991 — 1993
MBA, Production/Operations Mgmt
Dartmouth College 1982 — 1986
Shawnee Mission East
Alan Baren Alan Baren's Bankers Trust Company Experience 1987 - 1994
Job Knowledge Mgt Consultant Market Insights and Competitive Intelligence
Industry Information Technology and Services
Experience
ADP 2012 - 2015
Morgan Stanley 2006 - 2011
SunGard Corporation 2004 - 2006
LearnSource 2001 - 2004
THINQ Learning Solutions 1999 - 2001
PricewaterhouseCoopers 1994 - 1999
Bankers Trust Company 1987 - 1994
Education
The University of Chicago - Booth School of Business
MBA
Cornell University
BS
ADP 2012 - 2015
Morgan Stanley 2006 - 2011
SunGard Corporation 2004 - 2006
LearnSource 2001 - 2004
THINQ Learning Solutions 1999 - 2001
PricewaterhouseCoopers 1994 - 1999
Bankers Trust Company 1987 - 1994
Education
The University of Chicago - Booth School of Business
MBA
Cornell University
BS
Thomas Snarr's Bankers Trust Company Experience June 1993 - April 1996
Job SVP, Strategic Marketing Executive at Bank of America
Industry Financial Services
Experience
Bank of America July 2010 - Present
Dun & Bradstreet December 2008 - July 2010
Dun and Bradstreet February 2007 - December 2008
Dun and Bradstreet May 2005 - February 2007
Dun and Bradstreet September 2004 - May 2005
Booz Allen Hamilton September 1999 - September 2004
Deloitte Consulting April 1996 - August 1997
Bankers Trust Company June 1993 - April 1996
Bank of America 1991 - 1993
Skills
Product Management, Business Strategy, Business Development, Leadership, Mergers, Marketing, Product Marketing, Marketing Management, Predictive Analytics, Financial Services, SaaS, Mergers & Acquisitions, Product Development, Change Management, Demand Generation, Positioning, B2B Marketing, Strategic Planning, Marketing Analytics, Marketing Strategy, Strategy, Business Intelligence, Program Management, Analytics, Enterprise Software, Strategic Partnerships, Management, Risk Management, Digital Marketing
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA
University of California, Irvine 1986 — 1990
BA
Bank of America July 2010 - Present
Dun & Bradstreet December 2008 - July 2010
Dun and Bradstreet February 2007 - December 2008
Dun and Bradstreet May 2005 - February 2007
Dun and Bradstreet September 2004 - May 2005
Booz Allen Hamilton September 1999 - September 2004
Deloitte Consulting April 1996 - August 1997
Bankers Trust Company June 1993 - April 1996
Bank of America 1991 - 1993
Skills
Product Management, Business Strategy, Business Development, Leadership, Mergers, Marketing, Product Marketing, Marketing Management, Predictive Analytics, Financial Services, SaaS, Mergers & Acquisitions, Product Development, Change Management, Demand Generation, Positioning, B2B Marketing, Strategic Planning, Marketing Analytics, Marketing Strategy, Strategy, Business Intelligence, Program Management, Analytics, Enterprise Software, Strategic Partnerships, Management, Risk Management, Digital Marketing
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA
University of California, Irvine 1986 — 1990
BA
Ralph Gonzalez's Bankers Trust Company Experience October 1994 - September 1997
Job
Industry Banking
Experience
Citigroup August 2006 - Present
Societe Generale January 2006 - August 2006
JP Morgan Chase & Co April 2005 - December 2005
JP Morgan Chase & Co June 2004 - March 2005
JP Morgan Chase & Co. June 2003 - June 2004
JP Morgan Chase & Co. May 2001 - June 2003
JP Morgan Chase & Co. September 1997 - May 2001
Bankers Trust Company October 1994 - September 1997
Merrill Lynch June 1993 - October 1994
Skills
Credit, Derivatives, Budgets, Equities, Trading, Analysis, Project Management, Project Planning, Valuation, Financial Analysis, Securities, Finance, Fixed Income, Management, Forecasting, Software Documentation, Portfolio Management, Training, Internal Controls, Banking, Financial Risk, Investments, Options, Mutual Funds, Accounting, Capital Markets, Risk Management
Education
Fairleigh Dickinson University 2000 — 2003
MBA
Kean University 1989 — 1993
Bachelor of Science, Management Science
Citigroup August 2006 - Present
Societe Generale January 2006 - August 2006
JP Morgan Chase & Co April 2005 - December 2005
JP Morgan Chase & Co June 2004 - March 2005
JP Morgan Chase & Co. June 2003 - June 2004
JP Morgan Chase & Co. May 2001 - June 2003
JP Morgan Chase & Co. September 1997 - May 2001
Bankers Trust Company October 1994 - September 1997
Merrill Lynch June 1993 - October 1994
Skills
Credit, Derivatives, Budgets, Equities, Trading, Analysis, Project Management, Project Planning, Valuation, Financial Analysis, Securities, Finance, Fixed Income, Management, Forecasting, Software Documentation, Portfolio Management, Training, Internal Controls, Banking, Financial Risk, Investments, Options, Mutual Funds, Accounting, Capital Markets, Risk Management
Education
Fairleigh Dickinson University 2000 — 2003
MBA
Kean University 1989 — 1993
Bachelor of Science, Management Science
Howard Deas's Bankers Trust Company Experience September 1991 - May 1993
Job
Industry Financial Services
Experience
University of Pennsylvania September 2012 - Present
Radian Guaranty May 2002 - September 2012
Radian Insurance May 2001 - May 2002
Wells Fargo Home Mortgage May 1993 - May 2001
Bankers Trust Company September 1991 - May 1993
Skills
Business Analysis, Process Improvement, Project Planning, Lean Sigma, Systems Analysis, Operations, Six Sigma, Integration, Business Process..., Risk Management, Software Documentation, ERP, PMP, Business Process, Analysis, Project Management, Cross-functional Team..., Leadership, Management, SDLC
Education
Fairleigh Dickinson University 1992 — 1995
MBA, Finance
Monmouth University 1987 — 1991
BS - Business Administration, Finance
University of Pennsylvania September 2012 - Present
Radian Guaranty May 2002 - September 2012
Radian Insurance May 2001 - May 2002
Wells Fargo Home Mortgage May 1993 - May 2001
Bankers Trust Company September 1991 - May 1993
Skills
Business Analysis, Process Improvement, Project Planning, Lean Sigma, Systems Analysis, Operations, Six Sigma, Integration, Business Process..., Risk Management, Software Documentation, ERP, PMP, Business Process, Analysis, Project Management, Cross-functional Team..., Leadership, Management, SDLC
Education
Fairleigh Dickinson University 1992 — 1995
MBA, Finance
Monmouth University 1987 — 1991
BS - Business Administration, Finance
David Coquillette's Bankers Trust Company Experience August 1993 - February 1996
Job Managing Director at New Mountain Capital
Industry Financial Services
Experience
New Mountain Capital September 2010 - Present
Oak Hill Advisors, L.P. February 2006 - September 2010
Goldman Sachs February 1998 - February 2006
Lehman Brothers 1996 - 1998
Bankers Trust Company August 1993 - February 1996
Education
University of Pennsylvania - The Wharton School 1991 — 1993
mba, business
DePauw University 1984 — 1988
New Mountain Capital September 2010 - Present
Oak Hill Advisors, L.P. February 2006 - September 2010
Goldman Sachs February 1998 - February 2006
Lehman Brothers 1996 - 1998
Bankers Trust Company August 1993 - February 1996
Education
University of Pennsylvania - The Wharton School 1991 — 1993
mba, business
DePauw University 1984 — 1988
José A. Tavares's Bankers Trust Company Experience 1992 - 1993
Job Global Financial Services Executive
Industry Financial Services
Experience
Sumitomo Corporation of America 1997 - 2007
The Chase Manhattan Bank 1994 - 1996
Bankers Trust Company 1992 - 1993
Citibank 1980 - 1992
Skills
Risk Management, Investments, Wealth Management, Banking, Equities, Finance, Hedge Funds, Investment Banking, Portfolio Management, Financial Analysis, Mergers & Acquisitions, New Business Development, Business Development, Leadership, Trading, Asset Management, Financial Services, Private Banking, Private Equity, Business Planning, Management, Financial Modeling, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA
City University of New York-Herbert H. Lehman College 1973 — 1978
BA
Sumitomo Corporation of America 1997 - 2007
The Chase Manhattan Bank 1994 - 1996
Bankers Trust Company 1992 - 1993
Citibank 1980 - 1992
Skills
Risk Management, Investments, Wealth Management, Banking, Equities, Finance, Hedge Funds, Investment Banking, Portfolio Management, Financial Analysis, Mergers & Acquisitions, New Business Development, Business Development, Leadership, Trading, Asset Management, Financial Services, Private Banking, Private Equity, Business Planning, Management, Financial Modeling, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA
City University of New York-Herbert H. Lehman College 1973 — 1978
BA
Walter Pye's Bankers Trust Company Experience August 1990 - July 1999
Job Senior Managing Director/Executive Director at Macquarie Bank Limited
Industry Investment Banking
Experience
Macquarie Bank Limited August 1999 - Present
Bankers Trust Company August 1990 - July 1999
Skills
Commodity markets, Emerging Markets, Japanese business..., Japanese culture, Asian Business, Asian Culture, Latin American marketsso, Latin American Business, Brazilian Portuguese, Soft commodities, Credit Risk, Market risk, Board of Director..., CEO experience, Building companies, Developing new markets, Marathon, Ironman triathlete, Soft Commodities, Commodity Markets, Capital Markets, Structured Finance
Education
Duke University 1984 — 1988
Bachelor of Arts (B.A.), Public Policy Studies
Macquarie Bank Limited August 1999 - Present
Bankers Trust Company August 1990 - July 1999
Skills
Commodity markets, Emerging Markets, Japanese business..., Japanese culture, Asian Business, Asian Culture, Latin American marketsso, Latin American Business, Brazilian Portuguese, Soft commodities, Credit Risk, Market risk, Board of Director..., CEO experience, Building companies, Developing new markets, Marathon, Ironman triathlete, Soft Commodities, Commodity Markets, Capital Markets, Structured Finance
Education
Duke University 1984 — 1988
Bachelor of Arts (B.A.), Public Policy Studies
amy doherty's Bankers Trust Company Experience 1984 - 1987
Job President at Amy Doherty Properties, Inc.
Industry Real Estate
Experience
Amy Doherty Properties, Inc. January 2008 - Present
Aspen Snowmass Sotheby's International Realty 2006 - 2008
Credit Suisse First Boston 1988 - 1998
Banker's Trust Company 1984 - 1987
Skills
Luxury, Residential Homes, Commercial Real Estate, Rentals, Sales, Real Estate, Sellers, Investment Properties, Short Sales, Foreclosures, REO, First Time Home Buyers, 1031 Exchanges, Real Estate Economics
Education
Williams College 1982 — 1984
Bachelor's degree, Political science and economics
Columbia University - Columbia Business School
MBA, Finance
Amy Doherty Properties, Inc. January 2008 - Present
Aspen Snowmass Sotheby's International Realty 2006 - 2008
Credit Suisse First Boston 1988 - 1998
Banker's Trust Company 1984 - 1987
Skills
Luxury, Residential Homes, Commercial Real Estate, Rentals, Sales, Real Estate, Sellers, Investment Properties, Short Sales, Foreclosures, REO, First Time Home Buyers, 1031 Exchanges, Real Estate Economics
Education
Williams College 1982 — 1984
Bachelor's degree, Political science and economics
Columbia University - Columbia Business School
MBA, Finance
Andrzej Rojek's Bankers Trust Company Experience 1991 - 1998
Job Private investor, entrepreneur and NGO executive
Industry Financial Services
Experience
Advent Capital Management November 2011 - May 2014
Lydian Asset Management June 1999 - November 2011
Bankers Trust Company 1991 - 1998
Merrill Lynch 1989 - 1991
Skills
Alternative Investments, Equities, Derivatives, Fixed Income, Asset Managment, Capital Markets, Asset Allocation, Portfolio Management, Credit Derivatives, Structured Products, Options, Investment Strategies, Hedge Funds, Private Foundations, Investment Advisory, Investment Management, Financial Structuring, Asset Management, Trading, Bonds, Equity Trading, Equity Derivatives
Education
Columbia University in the City of New York 1981 — 1985
M Sc, Economics
University of Warsaw 1974 — 1979
M.A, Economics
Advent Capital Management November 2011 - May 2014
Lydian Asset Management June 1999 - November 2011
Bankers Trust Company 1991 - 1998
Merrill Lynch 1989 - 1991
Skills
Alternative Investments, Equities, Derivatives, Fixed Income, Asset Managment, Capital Markets, Asset Allocation, Portfolio Management, Credit Derivatives, Structured Products, Options, Investment Strategies, Hedge Funds, Private Foundations, Investment Advisory, Investment Management, Financial Structuring, Asset Management, Trading, Bonds, Equity Trading, Equity Derivatives
Education
Columbia University in the City of New York 1981 — 1985
M Sc, Economics
University of Warsaw 1974 — 1979
M.A, Economics
Peter Pauley, CFA's Bankers Trust Company Experience June 1996 - June 1999
Job COO
Industry Investment Management
Experience
Seven Valleys May 2015 - Present
Capital Guardian LLC January 2015 - June 2015
Northern Star Capital Management January 2014 - January 2015
(qp) global advisors January 2013 - January 2015
Capital Group November 2007 - October 2012
Webster Financial Advisors October 2004 - November 2007
Wilkinson O'Grady Global Asset Management June 1999 - October 2004
Bankers Trust Company June 1996 - June 1999
Bankers Trust Company 1995 - 1996
Bankers Trust Company July 1994 - 1995
Skills
Asset Management, Portfolio Management, Equities, Fixed Income, Asset Allocation, Investments, Valuation, Alternative Investments, Wealth Management, Strategic Planning, Family Office, Mergers, Equity Research, Equity Valuation, Trusted Advisor, Behavioral Finance, Bank Mergers, Investment Banking, Financial Analysis, Management Consulting, Strategic Consulting, Strategic Financial..., Corporate Development, Fund Of Funds, Bonds, Financial Planning, Investor Relations, Wealth Management..., Investment Management, Risk Management, Hedge Funds, Strategy, Investment Advisory, Mutual Funds, Financial Structuring, Mergers & Acquisitions, Due Diligence, Investment Strategies, Bloomberg, Corporate Finance, Financial Services, Capital Markets, Business Development, Emerging Markets, ETFs, Banking, Private Equity, Financial Modeling
Education
Columbia University - Columbia Business School 1993 — 1994
MBA, Finance
Duke University 1984 — 1987
Bachelor of Arts, Economics
Deerfield Academy 1980 — 1983
High school
Seven Valleys May 2015 - Present
Capital Guardian LLC January 2015 - June 2015
Northern Star Capital Management January 2014 - January 2015
(qp) global advisors January 2013 - January 2015
Capital Group November 2007 - October 2012
Webster Financial Advisors October 2004 - November 2007
Wilkinson O'Grady Global Asset Management June 1999 - October 2004
Bankers Trust Company June 1996 - June 1999
Bankers Trust Company 1995 - 1996
Bankers Trust Company July 1994 - 1995
Skills
Asset Management, Portfolio Management, Equities, Fixed Income, Asset Allocation, Investments, Valuation, Alternative Investments, Wealth Management, Strategic Planning, Family Office, Mergers, Equity Research, Equity Valuation, Trusted Advisor, Behavioral Finance, Bank Mergers, Investment Banking, Financial Analysis, Management Consulting, Strategic Consulting, Strategic Financial..., Corporate Development, Fund Of Funds, Bonds, Financial Planning, Investor Relations, Wealth Management..., Investment Management, Risk Management, Hedge Funds, Strategy, Investment Advisory, Mutual Funds, Financial Structuring, Mergers & Acquisitions, Due Diligence, Investment Strategies, Bloomberg, Corporate Finance, Financial Services, Capital Markets, Business Development, Emerging Markets, ETFs, Banking, Private Equity, Financial Modeling
Education
Columbia University - Columbia Business School 1993 — 1994
MBA, Finance
Duke University 1984 — 1987
Bachelor of Arts, Economics
Deerfield Academy 1980 — 1983
High school
John McEvoy's Bankers Trust Company Experience September 1989 - August 1996
Job Financial Technology Entrepreneur, Advisor, and Investor
Industry Financial Services
Experience
Tribeca Angels September 2014 - Present
eBond Advisors September 2009 - January 2014
BluePoint Re November 2003 - August 2008
Creditex March 1999 - May 2003
Deutsche Bank September 1996 - March 1999
Bankers Trust Company September 1989 - August 1996
Education
Columbia University - Columbia Business School 1986 — 1989
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 1982 — 1986
BBA, Finance
Tribeca Angels September 2014 - Present
eBond Advisors September 2009 - January 2014
BluePoint Re November 2003 - August 2008
Creditex March 1999 - May 2003
Deutsche Bank September 1996 - March 1999
Bankers Trust Company September 1989 - August 1996
Education
Columbia University - Columbia Business School 1986 — 1989
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 1982 — 1986
BBA, Finance
Karen Ephraimson's Bankers Trust Company Experience 1985 - 1997
Job Independent Education Management Professional
Industry Education Management
Experience
Bankers Trust Company 1985 - 1997
Education
Cornell University 1980 — 1984
Bankers Trust Company 1985 - 1997
Education
Cornell University 1980 — 1984
Steven Pomerantz's Bankers Trust Company Experience 1989 - 1998
Job Nonprofit Professional and Consultant Focused on Increasing Engagement and Fundraising Opportunities
Industry Nonprofit Organization Management
Experience
Steven Pomerantz Nonprofit Consulting 1995 - Present
Clifford Chance US LLP 2009 - 2011
EagleRock Capital Management, LLC 2003 - 2009
Merrill Lynch, Pierce, Fenner Smith Incorporated 2000 - 2003
Lehman Brothers Inc. 1998 - 2000
Bankers Trust Company 1989 - 1998
Skills
Fundraising, Financial Services, Nonprofits, Trading, Bankruptcy, Private Equity, Negotiation, Non-profit Leadership, Project Planning, Admissions, Investment Banking, Investments, Equities, Non-profit Board..., Event Planning, Program Development, Research, Securities, Corporate Law, Sales, Syndications, Corporate Governance, Hedge Funds, Banking, Due Diligence, Asset Management, Mergers & Acquisitions, Capital Campaigns, Campaign Strategies, Investment Properties, Volunteer Management, Stewardship, Philanthropy, Prospect Research, Event Management, Donor Management, Annual Fund, Alumni Relations, Leadership Development, Real Estate, Portfolio Management, Higher Education, Structured Finance, Emerging Markets, Capital Markets, Loans, Finance, Credit
Education
Dickinson College 1976 — 1980
Bachelor of Arts (B.A.), History and Political Science
Delbarton School 1970 — 1976
Steven Pomerantz Nonprofit Consulting 1995 - Present
Clifford Chance US LLP 2009 - 2011
EagleRock Capital Management, LLC 2003 - 2009
Merrill Lynch, Pierce, Fenner Smith Incorporated 2000 - 2003
Lehman Brothers Inc. 1998 - 2000
Bankers Trust Company 1989 - 1998
Skills
Fundraising, Financial Services, Nonprofits, Trading, Bankruptcy, Private Equity, Negotiation, Non-profit Leadership, Project Planning, Admissions, Investment Banking, Investments, Equities, Non-profit Board..., Event Planning, Program Development, Research, Securities, Corporate Law, Sales, Syndications, Corporate Governance, Hedge Funds, Banking, Due Diligence, Asset Management, Mergers & Acquisitions, Capital Campaigns, Campaign Strategies, Investment Properties, Volunteer Management, Stewardship, Philanthropy, Prospect Research, Event Management, Donor Management, Annual Fund, Alumni Relations, Leadership Development, Real Estate, Portfolio Management, Higher Education, Structured Finance, Emerging Markets, Capital Markets, Loans, Finance, Credit
Education
Dickinson College 1976 — 1980
Bachelor of Arts (B.A.), History and Political Science
Delbarton School 1970 — 1976
Monique E's Bankers Trust Company Experience January 1988 - January 1989
Job Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2005 - Present
Wells Fargo Bank, Institution Retirement & Trust July 2005 - Present
BANK OF AMERICA February 2004 - July 2005
Private Banking Center January 1996 - January 2004
Bank of America January 2001 - January 2003
Private Banking Center January 1994 - January 1995
Hewlett-Packard May 1992 - August 1992
PRUDENTIAL MUTUAL FUND SERVICES January 1989 - January 1991
BANKERS TRUST COMPANY January 1988 - January 1989
Skills
Retirement, Retirement Planning, Investment Management, Financial Advisory, Employee Benefits, Mutual Funds, 401k, Wealth Management, Asset Allocation, Banking, Portfolio Management, Investments
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics
Clark Atlanta University 1991 — 1993
MBA, Finance
Wells Fargo July 2005 - Present
Wells Fargo Bank, Institution Retirement & Trust July 2005 - Present
BANK OF AMERICA February 2004 - July 2005
Private Banking Center January 1996 - January 2004
Bank of America January 2001 - January 2003
Private Banking Center January 1994 - January 1995
Hewlett-Packard May 1992 - August 1992
PRUDENTIAL MUTUAL FUND SERVICES January 1989 - January 1991
BANKERS TRUST COMPANY January 1988 - January 1989
Skills
Retirement, Retirement Planning, Investment Management, Financial Advisory, Employee Benefits, Mutual Funds, 401k, Wealth Management, Asset Allocation, Banking, Portfolio Management, Investments
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics
Clark Atlanta University 1991 — 1993
MBA, Finance
TIMOTHY FOSSA's Bankers Trust Company Experience 1990 - 1992
Job Senior Vice President at FirstMerit Bank
Industry Banking
Experience
FirstMerit Bank May 2010 - Present
National City/PNC Bank 2008 - April 2010
US Bank 2000 - 2007
Bank Leumi 1998 - 1999
Fuji Bank 1997 - 1998
Yasuda Bank & Trust Company 1996 - 1997
Rabobank 1993 - 1995
Bankers Trust Company 1990 - 1992
US Army 1985 - 1989
Skills
Commercial Lending, Middle Market, Credit, Loans, Asset Based Lending, Project Finance, Renewable Energy, Training, Commercial Banking, Banking, Credit Analysis, Small Business Lending, Leadership, Strategic Planning, Treasury Management, Portfolio Management, SBA, Lines Of Credit, New Business Development, Team Building, Commercial Mortgages, Loan Origination, Consumer Lending, Agriculture, Retail Banking
Education
Columbia University - Columbia Business School 1991 — 1992
M.B.A., Finance
Texas A&M University 1983 — 1985
M. Agr., Range Science
Michigan State University 1979 — 1983
B.S., Animal Husbandry
FirstMerit Bank May 2010 - Present
National City/PNC Bank 2008 - April 2010
US Bank 2000 - 2007
Bank Leumi 1998 - 1999
Fuji Bank 1997 - 1998
Yasuda Bank & Trust Company 1996 - 1997
Rabobank 1993 - 1995
Bankers Trust Company 1990 - 1992
US Army 1985 - 1989
Skills
Commercial Lending, Middle Market, Credit, Loans, Asset Based Lending, Project Finance, Renewable Energy, Training, Commercial Banking, Banking, Credit Analysis, Small Business Lending, Leadership, Strategic Planning, Treasury Management, Portfolio Management, SBA, Lines Of Credit, New Business Development, Team Building, Commercial Mortgages, Loan Origination, Consumer Lending, Agriculture, Retail Banking
Education
Columbia University - Columbia Business School 1991 — 1992
M.B.A., Finance
Texas A&M University 1983 — 1985
M. Agr., Range Science
Michigan State University 1979 — 1983
B.S., Animal Husbandry
Joe Sarbinowski's Bankers Trust Company Experience 1989 - 1999
Job Global Head, Institutional Liquidity Management Distribution,Managing Director at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset Management Global Head, Institutional Liquidity Management DistributionDeAM2006 - Present
Deutsche Bank 1989 - Present
Bankers Trust Company 1989 - 1999
Irving Trust Company 1987 - 1989
Education
Columbia University - Columbia Business School 1995 — 1997
Master of Business Administration (MBA)
Cornell University 1983 — 1987
Bachelor of Science, Business Management and Applied Economics
Deutsche Asset Management Global Head, Institutional Liquidity Management DistributionDeAM2006 - Present
Deutsche Bank 1989 - Present
Bankers Trust Company 1989 - 1999
Irving Trust Company 1987 - 1989
Education
Columbia University - Columbia Business School 1995 — 1997
Master of Business Administration (MBA)
Cornell University 1983 — 1987
Bachelor of Science, Business Management and Applied Economics
Orville Lunking's Bankers Trust Company Experience 1984 - 1991
Job Corporate Finance and Strategy Consultant
Industry Executive Office
Experience
Accuride Consultant to CEOAccuride CorporationOctober 2012 - July 2013
EnPro Industries February 2009 - February 2012
Novelis Inc. 2005 - 2008
Smithfield Foods Inc. 2000 - 2004
Sara Lee July 1997 - June 2001
AlliedSignal (acquired by Honeywell) July 1991 - July 1997
Bankers Trust Company 1984 - 1991
Skills
Cash Management, FX, Hedging, Corporate Finance, Structured Finance, Risk Management, High Yield Financial..., Derivatives, Treasury Management, Public Spin Offs, Investor Negotiation, Insurance, Corporate Tax Structure..., Accounting, Capital Markets, Strategy, Trading, Leadership, Investor Relations, Restructuring, Finance, Investment Banking, Mergers & Acquisitions, FX Options, Financial Analysis, Treasury, Valuation, Divestitures, Financial Structuring, Credit, Due Diligence
Education
University of Pennsylvania - The Wharton School 1979 — 1981
MBA, Finance
Dartmouth College 1973 — 1977
AB, Georgraphy, Urban Studies
Accuride Consultant to CEOAccuride CorporationOctober 2012 - July 2013
EnPro Industries February 2009 - February 2012
Novelis Inc. 2005 - 2008
Smithfield Foods Inc. 2000 - 2004
Sara Lee July 1997 - June 2001
AlliedSignal (acquired by Honeywell) July 1991 - July 1997
Bankers Trust Company 1984 - 1991
Skills
Cash Management, FX, Hedging, Corporate Finance, Structured Finance, Risk Management, High Yield Financial..., Derivatives, Treasury Management, Public Spin Offs, Investor Negotiation, Insurance, Corporate Tax Structure..., Accounting, Capital Markets, Strategy, Trading, Leadership, Investor Relations, Restructuring, Finance, Investment Banking, Mergers & Acquisitions, FX Options, Financial Analysis, Treasury, Valuation, Divestitures, Financial Structuring, Credit, Due Diligence
Education
University of Pennsylvania - The Wharton School 1979 — 1981
MBA, Finance
Dartmouth College 1973 — 1977
AB, Georgraphy, Urban Studies
Vincent Bencivenga's Bankers Trust Company Experience 1978 - 1985
Job Chief Compliance Officer, MetWest Funds at TCW / MetWest
Industry Investment Management
Experience
TCW Group, Inc. November 2011 - Present
Metropolitan West Asset Management August 2009 - November 2011
RegComply.Net July 2008 - August 2009
McMorgan & Company June 2004 - February 2008
PricewaterhouseCoopers LLP July 1997 - June 2001
Barclays Global Investors (BGI) April 1994 - October 1996
State Street Bank January 1987 - April 1994
Bankers Trust Company 1978 - 1985
Skills
Banking, Fixed Income, Broker-Dealer, Hedge Funds, Risk Management, Due Diligence, Mutual Funds, Alternative Investments, Investment Management, Management, Private Equity, Asset Managment, Financial Services, Portfolio Management, Securities, Equities, Bloomberg, Wealth Management, Asset Management, Securities Regulation
Education
Haverford College 1972 — 1974
BA, History
Columbia University in the City of New York 1968 — 1971
European history
TCW Group, Inc. November 2011 - Present
Metropolitan West Asset Management August 2009 - November 2011
RegComply.Net July 2008 - August 2009
McMorgan & Company June 2004 - February 2008
PricewaterhouseCoopers LLP July 1997 - June 2001
Barclays Global Investors (BGI) April 1994 - October 1996
State Street Bank January 1987 - April 1994
Bankers Trust Company 1978 - 1985
Skills
Banking, Fixed Income, Broker-Dealer, Hedge Funds, Risk Management, Due Diligence, Mutual Funds, Alternative Investments, Investment Management, Management, Private Equity, Asset Managment, Financial Services, Portfolio Management, Securities, Equities, Bloomberg, Wealth Management, Asset Management, Securities Regulation
Education
Haverford College 1972 — 1974
BA, History
Columbia University in the City of New York 1968 — 1971
European history
Judy Modica's Bankers Trust Company Experience 1991 - 1999
Job Executive Director at Ernst & Young
Industry Financial Services
Experience
Ernst & Young April 2009 - Present
Bear Stearns 2000 - 2008
Bankers Trust Company 1991 - 1999
Bankers Trust Company 1982 - 1991
Skills
Credit Risk, Risk Management, Credit, Financial Services, Loans, Derivatives, Trading, Analysis, Auditing, Financial Modeling
Education
Columbia University - Columbia Business School 1980 — 1982
MBA, Accounting and Finance
Georgetown University 1974 — 1978
BA, International Relations
Ernst & Young April 2009 - Present
Bear Stearns 2000 - 2008
Bankers Trust Company 1991 - 1999
Bankers Trust Company 1982 - 1991
Skills
Credit Risk, Risk Management, Credit, Financial Services, Loans, Derivatives, Trading, Analysis, Auditing, Financial Modeling
Education
Columbia University - Columbia Business School 1980 — 1982
MBA, Accounting and Finance
Georgetown University 1974 — 1978
BA, International Relations
Thomas Prusinski's Bankers Trust Company Experience 1981 - 2000
Job Technical Project Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2013 - Present
Industrial Cooling Inc April 2011 - April 2013
BNY Mellon October 2010 - April 2011
Pangaia Partners April 2009 - October 2010
Lehman Brothers September 2006 - November 2008
Barclays Capital 2008 - 2008
Bank of New York 2003 - 2006
Nortel Networks January 2000 - February 2002
Bankers Trust Company 1981 - 2000
Skills
Management, Project Management, Data Center, Trading Systems, Managed Services, Vendor Management
Education
Farmingdale State University of New York 1995 — 1999
Bachelor of Science (BS), EET
BNY Mellon September 2013 - Present
Industrial Cooling Inc April 2011 - April 2013
BNY Mellon October 2010 - April 2011
Pangaia Partners April 2009 - October 2010
Lehman Brothers September 2006 - November 2008
Barclays Capital 2008 - 2008
Bank of New York 2003 - 2006
Nortel Networks January 2000 - February 2002
Bankers Trust Company 1981 - 2000
Skills
Management, Project Management, Data Center, Trading Systems, Managed Services, Vendor Management
Education
Farmingdale State University of New York 1995 — 1999
Bachelor of Science (BS), EET
Marie Merritt's Bankers Trust Company Experience 1993 - 1999
Job Senior Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase May 2013 - Present
JPMorgan Chase June 2011 - Present
Fidelity Investments April 2009 - April 2011
JPMorgan Chase March 2008 - April 2009
JPMorgan Chase December 2006 - March 2008
JPMorgan Chase May 2006 - December 2006
JPMorgan Chase October 2005 - May 2006
JPMorgan Chase 1999 - 2005
Bankers Trust Company 1993 - 1999
Bankers Trust Company - Audit Department July 1984 - February 1993
Education
Pace University - Lubin School of Business 1984 — 1990
mba, banking and finance
College of the Holy Cross 1980 — 1984
JPMorgan Chase May 2013 - Present
JPMorgan Chase June 2011 - Present
Fidelity Investments April 2009 - April 2011
JPMorgan Chase March 2008 - April 2009
JPMorgan Chase December 2006 - March 2008
JPMorgan Chase May 2006 - December 2006
JPMorgan Chase October 2005 - May 2006
JPMorgan Chase 1999 - 2005
Bankers Trust Company 1993 - 1999
Bankers Trust Company - Audit Department July 1984 - February 1993
Education
Pace University - Lubin School of Business 1984 — 1990
mba, banking and finance
College of the Holy Cross 1980 — 1984
Howard Hauser's Bankers Trust Company Experience January 1976 - January 1979
Job VP Operations at Hiawatha Rubber & Mainsail Global
Industry Management Consulting
Experience
Hiawatha Rubber & Mainsail Global October 2006 - Present
Growth Managment Partners January 2002 - Present
Masel Enterprises January 1999 - January 2012
Niche Marketing and Hauser Business Consulting January 1986 - January 1999
Erickson, Mitchell, Matznick & Associates January 1984 - January 1986
Tribuzio Studio, Inc. January 1982 - January 1983
Sanglatex USA, Inc. January 1980 - January 1982
Banker's Trust Company January 1976 - January 1979
Pennwalt Corporation January 1972 - January 1976
Skills
Management Consulting, Business Strategy, Change Management, Strategic Planning, Project Management, Business Analysis, Program Management, Microsoft Office, Coaching, Process Improvement, Microsoft Excel, Marketing Strategy, Business Process..., Customer Service, New Business Development
Education
IBM 1987 — 1987
IBM Professional Salesmanship and Sales Management, Selling Skills and Sales Operations
Delaware Valley College 1968 — 1972
BS, Business Administration / Accounting, Business Administration, Management and Operations
Hiawatha Rubber & Mainsail Global October 2006 - Present
Growth Managment Partners January 2002 - Present
Masel Enterprises January 1999 - January 2012
Niche Marketing and Hauser Business Consulting January 1986 - January 1999
Erickson, Mitchell, Matznick & Associates January 1984 - January 1986
Tribuzio Studio, Inc. January 1982 - January 1983
Sanglatex USA, Inc. January 1980 - January 1982
Banker's Trust Company January 1976 - January 1979
Pennwalt Corporation January 1972 - January 1976
Skills
Management Consulting, Business Strategy, Change Management, Strategic Planning, Project Management, Business Analysis, Program Management, Microsoft Office, Coaching, Process Improvement, Microsoft Excel, Marketing Strategy, Business Process..., Customer Service, New Business Development
Education
IBM 1987 — 1987
IBM Professional Salesmanship and Sales Management, Selling Skills and Sales Operations
Delaware Valley College 1968 — 1972
BS, Business Administration / Accounting, Business Administration, Management and Operations
David Gaudette's Bankers Trust Company Experience 1996 - 1998
Job Managing Director at Golden Seeds
Industry Venture Capital & Private Equity
Experience
Golden Seeds 2013 - Present
Bloomberg Institute 2011 - 2013
Nomura Securities International 2005 - 2010
Citigroup 2003 - 2005
ACE 2000 - 2003
Centre Solutions 1998 - 2000
Bankers Trust Company 1996 - 1998
Harvard University 1991 - 1996
Education
Columbia University in the City of New York
BA, Economics, summa cum laude
Harvard University
PhD program in Economics
Golden Seeds 2013 - Present
Bloomberg Institute 2011 - 2013
Nomura Securities International 2005 - 2010
Citigroup 2003 - 2005
ACE 2000 - 2003
Centre Solutions 1998 - 2000
Bankers Trust Company 1996 - 1998
Harvard University 1991 - 1996
Education
Columbia University in the City of New York
BA, Economics, summa cum laude
Harvard University
PhD program in Economics
Stephanie Baas's Bankers Trust Company Experience 1985 - 1990
Job Institutional Sales at Robotti & Company
Industry Financial Services
Experience
Robotti & Company July 2012 - Present
Robotti & Company 2009 - 2010
Carr Securities January 2004 - July 2009
Bankers Trust Company 1985 - 1990
The Bank of New York 1979 - 1983
Skills
Funding, Fairness Opinions, Convertible Bonds, Loans, Executive Management, Hedge Funds, Equities, Investments, Securities, Capital Markets, Banking, Private Equity, Asset Management, Special Situations, Fixed Income, Alternative Investments, Investment Banking, Finance, Mutual Funds, Equity Research, Value Investing, Valuation, Portfolio Management, Investment Management, Series 7, Equity Valuation, High Yield, Bonds, Bloomberg, Emerging Markets, Financial Modeling, Asset Allocation, Investor Relations, Fund Of Funds, Financial Markets, Equity Trading, Investment Advisory, Equity Derivatives, Investment Strategies, Options, Structured Finance, Trading, Series 63, Private Placements, Derivatives, Equity Capital Markets, Series 24, Financial Structuring
Education
Columbia University - Columbia Business School 1984 — 1985
MBA, Finance
Robotti & Company July 2012 - Present
Robotti & Company 2009 - 2010
Carr Securities January 2004 - July 2009
Bankers Trust Company 1985 - 1990
The Bank of New York 1979 - 1983
Skills
Funding, Fairness Opinions, Convertible Bonds, Loans, Executive Management, Hedge Funds, Equities, Investments, Securities, Capital Markets, Banking, Private Equity, Asset Management, Special Situations, Fixed Income, Alternative Investments, Investment Banking, Finance, Mutual Funds, Equity Research, Value Investing, Valuation, Portfolio Management, Investment Management, Series 7, Equity Valuation, High Yield, Bonds, Bloomberg, Emerging Markets, Financial Modeling, Asset Allocation, Investor Relations, Fund Of Funds, Financial Markets, Equity Trading, Investment Advisory, Equity Derivatives, Investment Strategies, Options, Structured Finance, Trading, Series 63, Private Placements, Derivatives, Equity Capital Markets, Series 24, Financial Structuring
Education
Columbia University - Columbia Business School 1984 — 1985
MBA, Finance
Paul Shaum's Bankers Trust Company Experience January 1973 - January 1988
Job Principal, Commercial Real Estate and Investment Management LLC
Industry Financial Services
Experience
First New Amsterdam Corp. LLC 2011 - Present
Morgan Stanley Smith Barney 2010 - 2011
Sycamore Capital, LP 2009 - 2009
GE Capital Markets 2007 - 2008
Soros Fund Management - EAC Management 2002 - 2007
SG Cowen Securities 1996 - 2001
NationsBank Capital Markets 1993 - 1996
Bear Stearns 1990 - 1993
Salomon Brothers, Inc January 1988 - January 1990
Bankers Trust Company January 1973 - January 1988
Education
Vanderbilt University - Owen Graduate School of Management 1971 — 1973
MBA, Finance
Eckerd College 1967 — 1971
BA, Economics
First New Amsterdam Corp. LLC 2011 - Present
Morgan Stanley Smith Barney 2010 - 2011
Sycamore Capital, LP 2009 - 2009
GE Capital Markets 2007 - 2008
Soros Fund Management - EAC Management 2002 - 2007
SG Cowen Securities 1996 - 2001
NationsBank Capital Markets 1993 - 1996
Bear Stearns 1990 - 1993
Salomon Brothers, Inc January 1988 - January 1990
Bankers Trust Company January 1973 - January 1988
Education
Vanderbilt University - Owen Graduate School of Management 1971 — 1973
MBA, Finance
Eckerd College 1967 — 1971
BA, Economics
Ellen McKay's Bankers Trust Company Experience January 1989 - January 1996
Job Managing Director at Optima Group Inc.
Industry Financial Services
Experience
Optima Group Inc. January 1996 - Present
Bankers Trust Company January 1989 - January 1996
The First National Bank of Chicago January 1987 - January 1989
NYC OMB January 1985 - January 1987
Skills
Strategy, Financial Services, Investments, Finance, Asset Management, Marketing, Mutual Funds
Education
Cornell University - Johnson Graduate School of Management
MBA, Finance
University of Pennsylvania
BA, Slavic Studies
Attended Pushkin Institute
Russian language; literature and
Optima Group Inc. January 1996 - Present
Bankers Trust Company January 1989 - January 1996
The First National Bank of Chicago January 1987 - January 1989
NYC OMB January 1985 - January 1987
Skills
Strategy, Financial Services, Investments, Finance, Asset Management, Marketing, Mutual Funds
Education
Cornell University - Johnson Graduate School of Management
MBA, Finance
University of Pennsylvania
BA, Slavic Studies
Attended Pushkin Institute
Russian language; literature and
Robert C. Franz, Sr.'s Bankers Trust Company Experience 1981 - 1995
Job Senior Leader; Customer Experience & Complaints at GE Capital Retail Bank
Industry Banking
Experience
Synchrony Bank May 2014 - Present
GE Capital Retail Bank January 2013 - Present
MetLife Bank 2000 - 2012
Citibank 1997 - 1999
MidLantic Bank 1995 - 1997
Bankers Trust Company 1981 - 1995
Skills
Management, Loans, Leadership, Sales, Banking, Credit Analysis, Cross-functional Team..., Call Centers, Retail Banking, Credit, Financial Services, Financial Risk, Relationship Management, Risk Management, Portfolio Management, Credit Risk, Mortgage Lending, Branch Banking
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, General Management; Executive MBA
Pace University - Lubin School of Business
BBA, Finance & Management
Synchrony Bank May 2014 - Present
GE Capital Retail Bank January 2013 - Present
MetLife Bank 2000 - 2012
Citibank 1997 - 1999
MidLantic Bank 1995 - 1997
Bankers Trust Company 1981 - 1995
Skills
Management, Loans, Leadership, Sales, Banking, Credit Analysis, Cross-functional Team..., Call Centers, Retail Banking, Credit, Financial Services, Financial Risk, Relationship Management, Risk Management, Portfolio Management, Credit Risk, Mortgage Lending, Branch Banking
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, General Management; Executive MBA
Pace University - Lubin School of Business
BBA, Finance & Management
Alex Goldinger's Bankers Trust Company Experience January 1983 - July 1994
Job Project Manager at Barclays Capital
Industry Financial Services
Experience
Barclays Capital January 2013 - Present
AllianceBernstein 1998 - 2012
Time Inc. 1996 - 1998
Standard Chartered Bank 1995 - 1996
Bankers Trust Company January 1983 - July 1994
Skills
Compliance, Business Analysis, Vendor Management, Change Management, SQL, SDLC, Software Project..., MS Project, Business Continuity, IT Governance, Business Process..., Disaster Recovery, Visio, SharePoint, Microsoft Office, Legal Compliance, Program Management, Project Planning, Vendor Relations, Requirements Analysis, Outsourcing, Agile & Waterfall..., Governance, Software Development, Software Design, Project Management, Testing, Process Improvement, Strategy, Agile Methodologies, Databases, Cross-functional Team..., Risk Management, PMP, Management, Requirements Gathering, Business Process, Data Warehousing, IT Strategy, Project Portfolio..., IT Management, Business Intelligence, Leadership, Enterprise Architecture, Agile Project Management, Resource Management, Information Technology, ITIL, Project Delivery, CRM
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
B.S., Computer Science
Columbia University - Fu Foundation School of Engineering and Applied Science
M.S., Computer Science
Barclays Capital January 2013 - Present
AllianceBernstein 1998 - 2012
Time Inc. 1996 - 1998
Standard Chartered Bank 1995 - 1996
Bankers Trust Company January 1983 - July 1994
Skills
Compliance, Business Analysis, Vendor Management, Change Management, SQL, SDLC, Software Project..., MS Project, Business Continuity, IT Governance, Business Process..., Disaster Recovery, Visio, SharePoint, Microsoft Office, Legal Compliance, Program Management, Project Planning, Vendor Relations, Requirements Analysis, Outsourcing, Agile & Waterfall..., Governance, Software Development, Software Design, Project Management, Testing, Process Improvement, Strategy, Agile Methodologies, Databases, Cross-functional Team..., Risk Management, PMP, Management, Requirements Gathering, Business Process, Data Warehousing, IT Strategy, Project Portfolio..., IT Management, Business Intelligence, Leadership, Enterprise Architecture, Agile Project Management, Resource Management, Information Technology, ITIL, Project Delivery, CRM
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
B.S., Computer Science
Columbia University - Fu Foundation School of Engineering and Applied Science
M.S., Computer Science
Tim Witten's Bankers Trust Company Experience July 1994 - November 1997
Job Director, Master Servicing at Ocwen Loan Servicing
Industry Financial Services
Experience
Ocwen Loan Servicing February 2013 - Present
GMAC ResCap February 2009 - February 2013
GMAC ResCap July 2006 - February 2009
GMAC-RFC February 2001 - July 2006
Deutsche Bank November 1997 - February 2001
Bankers Trust Company July 1994 - November 1997
Skills
Portfolio Management, Capital Markets, Structured Finance, Financial Modeling, Mortgage Lending, Bonds, Financial Services, Derivatives, Securitization, Business Development, Fixed Income
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1998 — 2000
MBA
University of Redlands 1995 — 1998
BS, Business Administration and Finance
Ocwen Loan Servicing February 2013 - Present
GMAC ResCap February 2009 - February 2013
GMAC ResCap July 2006 - February 2009
GMAC-RFC February 2001 - July 2006
Deutsche Bank November 1997 - February 2001
Bankers Trust Company July 1994 - November 1997
Skills
Portfolio Management, Capital Markets, Structured Finance, Financial Modeling, Mortgage Lending, Bonds, Financial Services, Derivatives, Securitization, Business Development, Fixed Income
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1998 — 2000
MBA
University of Redlands 1995 — 1998
BS, Business Administration and Finance
Martha Perlin's Bankers Trust Company Experience 1983 - 1995
Job Real esate sales professional at Corcoran
Industry Real Estate
Experience
Corcoran 2004 - Present
self-employed 2003 - Present
Open Business Exchange 2000 - 2002
Regulus 1998 - 2000
Citibank 1995 - 1998
Bankers Trust Company 1983 - 1995
McKinsey 1978 - 1983
Skills
Entrepreneurship, Condos, Brokerage, New Business Development, Start-ups, Investments, Risk Management, Asset Managment, Selling, Banking, Negotiation, Public Speaking, Social Media, Leadership, Asset Management, Management
Education
Cornell University
MILR, Labor Relations
New York University
BA, Economics
Corcoran 2004 - Present
self-employed 2003 - Present
Open Business Exchange 2000 - 2002
Regulus 1998 - 2000
Citibank 1995 - 1998
Bankers Trust Company 1983 - 1995
McKinsey 1978 - 1983
Skills
Entrepreneurship, Condos, Brokerage, New Business Development, Start-ups, Investments, Risk Management, Asset Managment, Selling, Banking, Negotiation, Public Speaking, Social Media, Leadership, Asset Management, Management
Education
Cornell University
MILR, Labor Relations
New York University
BA, Economics
Gary Wilhelm's Bankers Trust Company Experience July 1989 - August 1995
Job Senior Consultant, Qittitut Consulting
Industry Oil & Energy
Experience
Qittitut Consulting September 2012 - Present
NPV Consulting December 2003 - Present
SCF Partners December 2001 - December 2003
Morgan Stanley June 1999 - December 2001
Credit Suisse First Boston July 1998 - June 1999
Bankers Trust Company July 1989 - August 1995
Skills
Business Strategy, Energy
Education
Columbia Business School 1996 — 1998
Master of Business Administration (MBA), Finance, International Business
Duke University 1985 — 1989
Bachelor of Science (BS), Mathematics, Economics (BA)
Qittitut Consulting September 2012 - Present
NPV Consulting December 2003 - Present
SCF Partners December 2001 - December 2003
Morgan Stanley June 1999 - December 2001
Credit Suisse First Boston July 1998 - June 1999
Bankers Trust Company July 1989 - August 1995
Skills
Business Strategy, Energy
Education
Columbia Business School 1996 — 1998
Master of Business Administration (MBA), Finance, International Business
Duke University 1985 — 1989
Bachelor of Science (BS), Mathematics, Economics (BA)
Denise Rannou's Bankers Trust Company Experience 1980 - 1998
Job Agent at Molisse Realty Group
Industry Real Estate
Experience
Molisse Realty Group, LLC August 2008 - Present
State Street Bank February 2003 - April 2008
State Street 2003 - 2008
Bankers Trust /Deutsche Bank / State Street 1980 - 2008
Bankers Trust / Deutsche Bank / State Street Bank 1980 - 2008
Deutsche Bank May 1980 - February 2003
Bankers Trust Company 1980 - 1998
Skills
FX Options, Real Estate, Investment Properties, Asset Management, Mutual Funds, Securities, Equities, Fixed Income, Banking, Bloomberg, Derivatives, Middle Office, Investments, Financial Services, Vendor Management, Back Office, Asset Managment, Capital Markets, Hedge Funds, Corporate Finance
Education
Ohio Northern University—Claude W. Pettit College of Law 1973 — 1974
Bachelor of Arts (BA), Political Science and Government
Fairleigh Dickinson University 1969 — 1973
BA, Political Scient
Molisse Realty Group, LLC August 2008 - Present
State Street Bank February 2003 - April 2008
State Street 2003 - 2008
Bankers Trust /Deutsche Bank / State Street 1980 - 2008
Bankers Trust / Deutsche Bank / State Street Bank 1980 - 2008
Deutsche Bank May 1980 - February 2003
Bankers Trust Company 1980 - 1998
Skills
FX Options, Real Estate, Investment Properties, Asset Management, Mutual Funds, Securities, Equities, Fixed Income, Banking, Bloomberg, Derivatives, Middle Office, Investments, Financial Services, Vendor Management, Back Office, Asset Managment, Capital Markets, Hedge Funds, Corporate Finance
Education
Ohio Northern University—Claude W. Pettit College of Law 1973 — 1974
Bachelor of Arts (BA), Political Science and Government
Fairleigh Dickinson University 1969 — 1973
BA, Political Scient
Bruce Rigione's Bankers Trust Company Experience 1981 - 1987
Job Managing Partner at Capital Ideas Group
Industry Financial Services
Experience
Capital Ideas Group September 2003 - Present
NextCard August 2000 - September 2003
NextCard January 1999 - August 2000
HSBC Securities 1996 - 1999
Chase Securities 1987 - 1996
Bankers Trust Company 1981 - 1987
Skills
Joint Ventures, Venture Capital, Structuring, Origination, Securitization, Capital Markets, Private Equity, Structured Finance, Debt, Project Finance, ABS, Corporate Finance, Private Placements, Portfolio Management, Business Development, Financial Structuring, Financial Services, Hedge Funds
Education
Columbia University - Columbia Business School 1980 — 1981
MBA, Finance
Fairfield University 1975 — 1979
BA, Politics
Capital Ideas Group September 2003 - Present
NextCard August 2000 - September 2003
NextCard January 1999 - August 2000
HSBC Securities 1996 - 1999
Chase Securities 1987 - 1996
Bankers Trust Company 1981 - 1987
Skills
Joint Ventures, Venture Capital, Structuring, Origination, Securitization, Capital Markets, Private Equity, Structured Finance, Debt, Project Finance, ABS, Corporate Finance, Private Placements, Portfolio Management, Business Development, Financial Structuring, Financial Services, Hedge Funds
Education
Columbia University - Columbia Business School 1980 — 1981
MBA, Finance
Fairfield University 1975 — 1979
BA, Politics
Dana Klein's Bankers Trust Company Experience March 1994 - March 1998
Job Managing Director, Leveraged Loan Capital Markets at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse March 1998 - Present
Bankers Trust Company March 1994 - March 1998
Chase Manhattan Bank May 1988 - March 1994
Education
Cornell University - Johnson Graduate School of Management
MBA, Finance
Credit Suisse March 1998 - Present
Bankers Trust Company March 1994 - March 1998
Chase Manhattan Bank May 1988 - March 1994
Education
Cornell University - Johnson Graduate School of Management
MBA, Finance
Robert Imershein's Bankers Trust Company Experience 1984 - 1990
Job COO, Karhoo, Inc
Industry Internet
Experience
Karhoo March 2015 - Present
Melior Discovery December 2011 - Present
Loeb Enterprises 2008 - 2011
Capstar Partners, LLC 1990 - 2005
Bankers Trust Company 1984 - 1990
Skills
Investment Banking, Structured Products, Corporate Finance, Private Equity, Management Consulting, Team Building, Marketing, Leadership, Mentoring, Capital Markets, Entrepreneurship, Investments, Executive Management, Venture Capital, Management, Corporate Development, Mergers & Acquisitions, Finance, Joint Ventures, Financial Structuring, Equities, Private Placements, Acquisitions, Emerging Markets, Structured Finance
Education
Harvard Business School 1982 — 1984
Master of Business Administration (MBA), Finance
Cornell University 1975 — 1979
Industrial and Labor Relations
Karhoo March 2015 - Present
Melior Discovery December 2011 - Present
Loeb Enterprises 2008 - 2011
Capstar Partners, LLC 1990 - 2005
Bankers Trust Company 1984 - 1990
Skills
Investment Banking, Structured Products, Corporate Finance, Private Equity, Management Consulting, Team Building, Marketing, Leadership, Mentoring, Capital Markets, Entrepreneurship, Investments, Executive Management, Venture Capital, Management, Corporate Development, Mergers & Acquisitions, Finance, Joint Ventures, Financial Structuring, Equities, Private Placements, Acquisitions, Emerging Markets, Structured Finance
Education
Harvard Business School 1982 — 1984
Master of Business Administration (MBA), Finance
Cornell University 1975 — 1979
Industrial and Labor Relations
Eric Remole's Bankers Trust Company Experience 1981 - 1984
Job Chief Investment Officer at Plain Sight Group
Industry Investment Management
Experience
Plain Sight Group 2011 - Present
JP Morgan 2006 - 2011
Stonewall Capital 2005 - 2005
Columbia Management 2001 - 2004
Credit Suisse 1997 - 2001
Chancellor 1984 - 1997
Bankers Trust Company 1981 - 1984
Skills
Hedge Funds, Equities, Portfolio Management, Derivatives, Asset Management, Asset Allocation, Investments, Financial Markets, Strategy, Structured Products, Start-ups, Financial Risk, Fixed Income, Management, Structured Finance, Marketing Strategy, Capital Markets, Quantitative Finance, Asset Managment, Quantitative Analytics, Fundamental Analysis, Fund Of Funds, Emerging Markets, Bloomberg, Leadership, Analysis, Alternative Investments, Investment Strategies
Education
Stanford University 1980 — 1981
MS, Operations Research
Dartmouth College 1974 — 1978
BA, Biology
Saint Albans High School 1972 — 1974
Plain Sight Group 2011 - Present
JP Morgan 2006 - 2011
Stonewall Capital 2005 - 2005
Columbia Management 2001 - 2004
Credit Suisse 1997 - 2001
Chancellor 1984 - 1997
Bankers Trust Company 1981 - 1984
Skills
Hedge Funds, Equities, Portfolio Management, Derivatives, Asset Management, Asset Allocation, Investments, Financial Markets, Strategy, Structured Products, Start-ups, Financial Risk, Fixed Income, Management, Structured Finance, Marketing Strategy, Capital Markets, Quantitative Finance, Asset Managment, Quantitative Analytics, Fundamental Analysis, Fund Of Funds, Emerging Markets, Bloomberg, Leadership, Analysis, Alternative Investments, Investment Strategies
Education
Stanford University 1980 — 1981
MS, Operations Research
Dartmouth College 1974 — 1978
BA, Biology
Saint Albans High School 1972 — 1974
Susan Flannery Huffman's Bankers Trust Company Experience June 1990 - June 1999
Job Independent Business Consultant
Industry Financial Services
Experience
Deutsche Bank June 1999 - March 2007
Bankers Trust Company June 1990 - June 1999
State Street September 1989 - June 1990
Education
New York University - Leonard N. Stern School of Business 1991 — 1997
MBA
Fairfield University 1985 — 1989
BA
Deutsche Bank June 1999 - March 2007
Bankers Trust Company June 1990 - June 1999
State Street September 1989 - June 1990
Education
New York University - Leonard N. Stern School of Business 1991 — 1997
MBA
Fairfield University 1985 — 1989
BA
Peter C. Weinberg's Bankers Trust Company Experience August 1986 - December 1989
Job CPA Controller/CFO Financial Service
Industry Financial Services
Experience
Metropolitan National Bank NY March 2010 - Present
All Financial Group September 2008 - December 2009
Office Comptroller of Currency ("OCC") September 2007 - September 2008
IDB Bank NY June 2004 - September 2007
Eurohypo AG, NY Branch June 2002 - May 2004
DKB Financial Products Inc. December 1991 - March 2002
Bankers Trust Company August 1986 - December 1989
American Express Leasing Company April 1983 - August 1986
Bristol Myers-Squibb August 1981 - March 1983
Ingredient Technology Corporation July 1979 - August 1981
Skills
Banking, Financial Reporting, Auditing, SEC filings, Internal Controls, Accounting, 10K, Financial Accounting, 10Q, Finance, Financial Risk, Capital Markets, Financial Analysis, Executive Management, Derivatives, Financial Modeling, Financial Services, Cash Management, Credit, Due Diligence, Risk Management, Equities, Mergers & Acquisitions, Investments, Credit Analysis, CPA, Portfolio Management, Treasury Management, Internal Audit, Investment Banking, Managerial Finance, Credit Risk, Cash Flow, Operational Risk, Enterprise Risk..., Valuation, Financial Institutions, Hedge Funds, Corporate Finance, Sarbanes-Oxley Act, Restructuring, Commercial Lending, Strategic Financial..., Financial Audits, Private Equity, Treasury, Commercial Banking, Loans, Financial Structuring, Fixed Income
Education
University of Pennsylvania - The Wharton School 1972 — 1974
MBA, Accounting, Finance
Colorado College 1965 — 1969
B.A., Mathematics
Metropolitan National Bank NY March 2010 - Present
All Financial Group September 2008 - December 2009
Office Comptroller of Currency ("OCC") September 2007 - September 2008
IDB Bank NY June 2004 - September 2007
Eurohypo AG, NY Branch June 2002 - May 2004
DKB Financial Products Inc. December 1991 - March 2002
Bankers Trust Company August 1986 - December 1989
American Express Leasing Company April 1983 - August 1986
Bristol Myers-Squibb August 1981 - March 1983
Ingredient Technology Corporation July 1979 - August 1981
Skills
Banking, Financial Reporting, Auditing, SEC filings, Internal Controls, Accounting, 10K, Financial Accounting, 10Q, Finance, Financial Risk, Capital Markets, Financial Analysis, Executive Management, Derivatives, Financial Modeling, Financial Services, Cash Management, Credit, Due Diligence, Risk Management, Equities, Mergers & Acquisitions, Investments, Credit Analysis, CPA, Portfolio Management, Treasury Management, Internal Audit, Investment Banking, Managerial Finance, Credit Risk, Cash Flow, Operational Risk, Enterprise Risk..., Valuation, Financial Institutions, Hedge Funds, Corporate Finance, Sarbanes-Oxley Act, Restructuring, Commercial Lending, Strategic Financial..., Financial Audits, Private Equity, Treasury, Commercial Banking, Loans, Financial Structuring, Fixed Income
Education
University of Pennsylvania - The Wharton School 1972 — 1974
MBA, Accounting, Finance
Colorado College 1965 — 1969
B.A., Mathematics
Ernie Horvath's Bankers Trust Company Experience September 1984 - October 1999
Job VICE PRESIDENT at STATE STREET CORP
Industry Banking
Experience
STATE STREET CORPORATION 2003 - Present
BANKERS TRUST COMPANY September 1984 - October 1999
Education
Delaware Valley University 1980 — 1984
BS, BUSINESS ADMINISTRATION
STATE STREET CORPORATION 2003 - Present
BANKERS TRUST COMPANY September 1984 - October 1999
Education
Delaware Valley University 1980 — 1984
BS, BUSINESS ADMINISTRATION
Mary Kilty, PhD's Bankers Trust Company Experience 1983 - 1993
Job Epidemiologist
Industry Research
Experience
The Depressive and Bipolar Disorder Alternative Treatment Foundation March 2011 - November 2014
Columbia University Mailman School of Public Health October 2009 - March 2011
Columbia University Mailman School of Public Health October 2006 - October 2009
Columbia University Mailman School of Public Health September 2004 - September 2006
Société Générale 2000 - 2002
Bank of America 1998 - 2000
Export-Import Bank of the United States March 1993 - November 1995
Bankers Trust Company 1983 - 1993
Skills
Qualitative Research, SPSS, Statistics, Research Design, Quantitative Research, Program Development, Grant Writing, Data Analysis, Literature Reviews, Program Evaluation, Public Speaking, Power Point
Education
Columbia University Mailman School of Public Health 2006 — 2015
MPH, PhD, Epidemiology
Harvard Business School 1981 — 1983
MBA, Business and Finance
Princeton University 1974 — 1978
AB, art history/economics
The Depressive and Bipolar Disorder Alternative Treatment Foundation March 2011 - November 2014
Columbia University Mailman School of Public Health October 2009 - March 2011
Columbia University Mailman School of Public Health October 2006 - October 2009
Columbia University Mailman School of Public Health September 2004 - September 2006
Société Générale 2000 - 2002
Bank of America 1998 - 2000
Export-Import Bank of the United States March 1993 - November 1995
Bankers Trust Company 1983 - 1993
Skills
Qualitative Research, SPSS, Statistics, Research Design, Quantitative Research, Program Development, Grant Writing, Data Analysis, Literature Reviews, Program Evaluation, Public Speaking, Power Point
Education
Columbia University Mailman School of Public Health 2006 — 2015
MPH, PhD, Epidemiology
Harvard Business School 1981 — 1983
MBA, Business and Finance
Princeton University 1974 — 1978
AB, art history/economics
James Weinstein's Bankers Trust Company Experience May 1988 - February 1991
Job Deputy General Manager, Head of Energy and Natural Resources at Sumitomo Mitsui Banking Corporation
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation May 1991 - Present
Bankers Trust Company May 1988 - February 1991
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance, Public & Non-Profit Management
Columbia University in the City of New York 1980 — 1984
BA, History
Sumitomo Mitsui Banking Corporation May 1991 - Present
Bankers Trust Company May 1988 - February 1991
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance, Public & Non-Profit Management
Columbia University in the City of New York 1980 — 1984
BA, History
James Weinstein's Bankers Trust Company Experience 1987 - 1991
Job Managing Director / Head of Energy and Natural Resources at Sumitomo Mitsui Banking Corporation
Industry Banking
Experience
Sumitomo Mitsui Banking Corporation May 1991 - Present
Sumitomo Mitsui Banking Corporation April 2005 - April 2011
Bankers Trust Company / BT Securities 1988 - 1991
Bankers Trust Company 1987 - 1991
Skills
Valuation, Equities, Hedge Funds, Mergers, Investments, Trade Finance, Investment Banking, Venture Capital, Renewable Energy
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance, Public & Non-Profit Management
Columbia College (NY) 1980 — 1984
BA, History
Columbia University in the City of New York 1980 — 1984
BA, History
Sumitomo Mitsui Banking Corporation May 1991 - Present
Sumitomo Mitsui Banking Corporation April 2005 - April 2011
Bankers Trust Company / BT Securities 1988 - 1991
Bankers Trust Company 1987 - 1991
Skills
Valuation, Equities, Hedge Funds, Mergers, Investments, Trade Finance, Investment Banking, Venture Capital, Renewable Energy
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance, Public & Non-Profit Management
Columbia College (NY) 1980 — 1984
BA, History
Columbia University in the City of New York 1980 — 1984
BA, History
Christian N Arriz's Bankers Trust Company Experience 1993 - 1999
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2014 - Present
Cowen and Company 2011 - 2013
BNP Paribas 2009 - 2011
JPMorgan Chase 2008 - 2009
Bear Stearns & Co 1999 - 2008
Bankers Trust Company 1993 - 1999
Bernard Johnson Incorporated 1988 - 1992
Skills
Equity Derivatives, Options, Trading, Structured Products, Hedge Funds, Fixed Income, Derivatives, Equities
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance, with Honors
University of Pennsylvania 1984 — 1988
BSE, Civil Engineering
St. Mark's School 1982 — 1984
Morgan Stanley 2014 - Present
Cowen and Company 2011 - 2013
BNP Paribas 2009 - 2011
JPMorgan Chase 2008 - 2009
Bear Stearns & Co 1999 - 2008
Bankers Trust Company 1993 - 1999
Bernard Johnson Incorporated 1988 - 1992
Skills
Equity Derivatives, Options, Trading, Structured Products, Hedge Funds, Fixed Income, Derivatives, Equities
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance, with Honors
University of Pennsylvania 1984 — 1988
BSE, Civil Engineering
St. Mark's School 1982 — 1984
Brian Kerester's Bankers Trust Company Experience August 1981 - March 1984
Job Partner at Wood Warren & Co.
Industry Investment Banking
Experience
Wood Warren & Co. August 2010 - Present
Glaucon Capital Parters 2003 - 2010
Collabria 2000 - 2001
Distribution Dynamics January 1997 - October 1999
McCown De Leeuw & Co 1988 - 1996
Credit Suisse First Boston April 1984 - July 1986
Bankers Trust Company August 1981 - March 1984
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Management
University of Pennsylvania - The Wharton School 1977 — 1981
BS, Finance & Marketing
University School 1972 — 1977
Wood Warren & Co. August 2010 - Present
Glaucon Capital Parters 2003 - 2010
Collabria 2000 - 2001
Distribution Dynamics January 1997 - October 1999
McCown De Leeuw & Co 1988 - 1996
Credit Suisse First Boston April 1984 - July 1986
Bankers Trust Company August 1981 - March 1984
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Management
University of Pennsylvania - The Wharton School 1977 — 1981
BS, Finance & Marketing
University School 1972 — 1977
Eva Millas Russo's Bankers Trust Company Experience 1975 - 1986
Job Senior Vice President Commodity & Trade Finance at Mizuho Corporate Bank Ltd.
Industry Banking
Experience
Mizuho Corporate Bank Ltd. January 2007 - Present
BNP Paribas 1990 - 2006
ABN-Amro Bank 1986 - 1990
Bankers Trust Company 1975 - 1986
Skills
Investment Banking, Credit, Corporate Finance, Derivatives, Structured Finance, Commodity, Financial Risk, Trade Finance
Education
Fairleigh Dickinson University 1975 — 1977
M.B.A., Finance
New York University - Polytechnic School of Engineering 1971 — 1975
B.S., Mathematics
Mizuho Corporate Bank Ltd. January 2007 - Present
BNP Paribas 1990 - 2006
ABN-Amro Bank 1986 - 1990
Bankers Trust Company 1975 - 1986
Skills
Investment Banking, Credit, Corporate Finance, Derivatives, Structured Finance, Commodity, Financial Risk, Trade Finance
Education
Fairleigh Dickinson University 1975 — 1977
M.B.A., Finance
New York University - Polytechnic School of Engineering 1971 — 1975
B.S., Mathematics
Barry R. Dunn's Bankers Trust Company Experience 1986 - 1988
Job Managing Director at GTCR LLC
Industry Venture Capital & Private Equity
Experience
GTCR LLC January 2000 - December 2014
Banc of America Securities 1988 - 2000
Bankers Trust Company 1986 - 1988
EF Hutton & Co. 1982 - 1984
Skills
Mergers, Investment Banking, Private Equity, Capital Markets, Finance, LBO, Corporate Development, Valuation, Due Diligence, Financial Modeling, Corporate Finance, Leveraged Finance, Alternative Investments, Equities, Hedge Funds
Education
Duke University - Fuqua School of Business 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General
Washington and Lee University 1978 — 1982
Bachelor of Arts (B.A.), Economics
GTCR LLC January 2000 - December 2014
Banc of America Securities 1988 - 2000
Bankers Trust Company 1986 - 1988
EF Hutton & Co. 1982 - 1984
Skills
Mergers, Investment Banking, Private Equity, Capital Markets, Finance, LBO, Corporate Development, Valuation, Due Diligence, Financial Modeling, Corporate Finance, Leveraged Finance, Alternative Investments, Equities, Hedge Funds
Education
Duke University - Fuqua School of Business 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General
Washington and Lee University 1978 — 1982
Bachelor of Arts (B.A.), Economics
Jon Russo's Bankers Trust Company Experience 1996 - 1998
Job Head of Structuring, Amundi Alternative Investments at Credit Agricole
Industry Financial Services
Experience
Credit Agricole Group 2008 - Present
Calyon 2005 - 2008
HSBC 2001 - 2005
The ALEA Group 1998 - 2000
Bankers Trust Company 1996 - 1998
Citi 1994 - 1996
Skills
Derivatives, Equities, Structured Products, Structured Finance, Alternative Investments, Trading, Market Risk, Credit Derivatives, Finance, Mutual Funds, Capital Markets, Emerging Markets, Asset Management, Fixed Income, Credit, FX Options, Financial Markets, Equity Derivatives, Investment Banking, Hedge Funds, Financial Structuring, Bloomberg, Quantitative Finance, Swaps, Fund Of Funds, Bonds, Options, Interest Rate..., Commodity, Investments
Education
Cornell University - Johnson Graduate School of Management 1992 — 1994
MBA, Finance
University of Pennsylvania 1988 — 1992
BS, Chemical Engineering
Credit Agricole Group 2008 - Present
Calyon 2005 - 2008
HSBC 2001 - 2005
The ALEA Group 1998 - 2000
Bankers Trust Company 1996 - 1998
Citi 1994 - 1996
Skills
Derivatives, Equities, Structured Products, Structured Finance, Alternative Investments, Trading, Market Risk, Credit Derivatives, Finance, Mutual Funds, Capital Markets, Emerging Markets, Asset Management, Fixed Income, Credit, FX Options, Financial Markets, Equity Derivatives, Investment Banking, Hedge Funds, Financial Structuring, Bloomberg, Quantitative Finance, Swaps, Fund Of Funds, Bonds, Options, Interest Rate..., Commodity, Investments
Education
Cornell University - Johnson Graduate School of Management 1992 — 1994
MBA, Finance
University of Pennsylvania 1988 — 1992
BS, Chemical Engineering
Clifford van Voorhees's Bankers Trust Company Experience 1974 - 1987
Job consultant to nonprofits
Industry Education Management
Experience
C. I. van Voorhees & Associates November 2011 - Present
Hyde Leadership Charter School January 2006 - November 2011
Instinet Fixed Income December 1998 - November 2002
Barclays Bank PLC & BZW December 1987 - December 1998
Bankers Trust Company 1974 - 1987
Skills
Non-profits, Nonprofits, Community Outreach, Leadership Development, Public Speaking, Program Development, Fundraising, Staff Development, Grant Writing, Team Building, Teaching, Strategic Planning, Leadership, Event Planning, Program Management, Curriculum Design, Research, Coaching, Organizational..., Educational Leadership, Higher Education, Volunteer Management
Education
Columbia University - Columbia Business School 1968 — 1970
Master of Business Administration (MBA), Finance & Int'l Business
Rutgers, The State University of New Jersey-New Brunswick 1964 — 1968
BA, French and Economics
Institute for European Studies 1966 — 1967
Junior Year in Paris
Pomfret School 1960 — 1964
high school diploma
Renbrook School 1955 — 1960
middle school diploma
C. I. van Voorhees & Associates November 2011 - Present
Hyde Leadership Charter School January 2006 - November 2011
Instinet Fixed Income December 1998 - November 2002
Barclays Bank PLC & BZW December 1987 - December 1998
Bankers Trust Company 1974 - 1987
Skills
Non-profits, Nonprofits, Community Outreach, Leadership Development, Public Speaking, Program Development, Fundraising, Staff Development, Grant Writing, Team Building, Teaching, Strategic Planning, Leadership, Event Planning, Program Management, Curriculum Design, Research, Coaching, Organizational..., Educational Leadership, Higher Education, Volunteer Management
Education
Columbia University - Columbia Business School 1968 — 1970
Master of Business Administration (MBA), Finance & Int'l Business
Rutgers, The State University of New Jersey-New Brunswick 1964 — 1968
BA, French and Economics
Institute for European Studies 1966 — 1967
Junior Year in Paris
Pomfret School 1960 — 1964
high school diploma
Renbrook School 1955 — 1960
middle school diploma
Tobler Glandorf's Bankers Trust Company Experience 1984 - 1989
Job Principal at Private Investment Consulting
Industry Investment Management
Experience
Private Investment Consulting 2008 - Present
Key Wealth Management Group/ EverTrust Asset Management 2004 - 2008
Key Wealth Management Group 2001 - 2004
National City Bank 1998 - 2001
National City Bank 1996 - 1998
Mellon Bank 1989 - 1996
Bankers Trust Company 1984 - 1989
Skills
Equities, Wealth Management, Portfolio Management, Asset Allocation, Retirement Planning, Investment Management, Asset Management, High Net Worth..., Private Equity, Investments, Investment Strategies, Alternative Investments, Investment Advisory, Mutual Funds
Education
Denison University
Bachelor of Arts (BA), Political Science
Private Investment Consulting 2008 - Present
Key Wealth Management Group/ EverTrust Asset Management 2004 - 2008
Key Wealth Management Group 2001 - 2004
National City Bank 1998 - 2001
National City Bank 1996 - 1998
Mellon Bank 1989 - 1996
Bankers Trust Company 1984 - 1989
Skills
Equities, Wealth Management, Portfolio Management, Asset Allocation, Retirement Planning, Investment Management, Asset Management, High Net Worth..., Private Equity, Investments, Investment Strategies, Alternative Investments, Investment Advisory, Mutual Funds
Education
Denison University
Bachelor of Arts (BA), Political Science
Brent Hayes's Bankers Trust Company Experience 1995 - 1999
Job Managing Director at Tremblant Capital
Industry Financial Services
Experience
Tremblant Capital January 2014 - Present
Basso Capital Management February 2004 - January 2014
Pequot Capital 2000 - 2004
John W Henry & Company, Inc 1999 - 2000
Bankers Trust Company 1995 - 1999
Skills
Hedge Funds, Alternative Investments, Structured Products, Investments, Equity Research, Asset Management, Equities, Bloomberg, Private Equity, Investment Management, Derivatives, Venture Capital, Fixed Income, Series 63, Family Office, Financial Markets, Options, ETFs, Capital Markets, Valuation, Corporate Finance, Equity Trading, Hedging, Commodity, Capital, Portfolio Management, Institutional..., Trading, Mergers & Acquisitions, Asset Allocation, Mutual Funds, Bonds, Series 7, FINRA, Risk Management, Investment Banking, Investor Relations, Securities, Financial Modeling, Quantitative Finance, Investment Strategies, Emerging Markets, Due Diligence, Fund Of Funds, Trading Systems, Investment Advisory, Equity Derivatives, Financial Services, FX Options, Wealth Management
Education
Fairfield University 1991 — 1995
B.A., Political Science
Tremblant Capital January 2014 - Present
Basso Capital Management February 2004 - January 2014
Pequot Capital 2000 - 2004
John W Henry & Company, Inc 1999 - 2000
Bankers Trust Company 1995 - 1999
Skills
Hedge Funds, Alternative Investments, Structured Products, Investments, Equity Research, Asset Management, Equities, Bloomberg, Private Equity, Investment Management, Derivatives, Venture Capital, Fixed Income, Series 63, Family Office, Financial Markets, Options, ETFs, Capital Markets, Valuation, Corporate Finance, Equity Trading, Hedging, Commodity, Capital, Portfolio Management, Institutional..., Trading, Mergers & Acquisitions, Asset Allocation, Mutual Funds, Bonds, Series 7, FINRA, Risk Management, Investment Banking, Investor Relations, Securities, Financial Modeling, Quantitative Finance, Investment Strategies, Emerging Markets, Due Diligence, Fund Of Funds, Trading Systems, Investment Advisory, Equity Derivatives, Financial Services, FX Options, Wealth Management
Education
Fairfield University 1991 — 1995
B.A., Political Science
Chip Steppacher's Bankers Trust Company Experience 1988 - 1994
Job Managing Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan 2008 - Present
Bear Stearns 1994 - 2008
Bankers Trust Company 1988 - 1994
Ernst & Young 1977 - 1983
Skills
Capital Markets, Hedge Funds, Fixed Income, Investment Banking, Equities, Private Equity, Valuation, Alternative Investments, Derivatives, Commodity Markets, Accounting, Financial Services
Education
New York University - Leonard N. Stern School of Business 1977 — 1980
Master of Business Administration (MBA), Accounting
Colgate University 1973 — 1977
BA, Economics
JP Morgan 2008 - Present
Bear Stearns 1994 - 2008
Bankers Trust Company 1988 - 1994
Ernst & Young 1977 - 1983
Skills
Capital Markets, Hedge Funds, Fixed Income, Investment Banking, Equities, Private Equity, Valuation, Alternative Investments, Derivatives, Commodity Markets, Accounting, Financial Services
Education
New York University - Leonard N. Stern School of Business 1977 — 1980
Master of Business Administration (MBA), Accounting
Colgate University 1973 — 1977
BA, Economics
Christopher Nowak's Bankers Trust Company Experience August 1996 - June 1998
Job Director of Operations at 400 Capital Management LLC
Industry Financial Services
Experience
400 Capital Management LLC July 2010 - Present
Apple Inc. April 2010 - April 2011
Paramax Capital Partners December 2004 - December 2009
AIG July 2004 - December 2004
Medco Health Solutions October 2003 - July 2004
CIBC World Markets June 1998 - October 2002
Bankers Trust Company August 1996 - June 1998
Skills
Quickbooks, Mac OS X, Accounting, Hedge Funds, Bloomberg, Outlook, Microsoft Office
Education
Fairleigh Dickinson University 2009 — 2011
MS, Accounting
Providence College 1992 — 1996
BS, Finance
400 Capital Management LLC July 2010 - Present
Apple Inc. April 2010 - April 2011
Paramax Capital Partners December 2004 - December 2009
AIG July 2004 - December 2004
Medco Health Solutions October 2003 - July 2004
CIBC World Markets June 1998 - October 2002
Bankers Trust Company August 1996 - June 1998
Skills
Quickbooks, Mac OS X, Accounting, Hedge Funds, Bloomberg, Outlook, Microsoft Office
Education
Fairleigh Dickinson University 2009 — 2011
MS, Accounting
Providence College 1992 — 1996
BS, Finance
Dawn Siprut's Bankers Trust Company Experience April 1984 - June 1996
Job Recruiter at MidAmerican Energy
Industry Human Resources
Experience
MIDAMERICAN ENERGY COMPANY January 2013 - Present
MIDAMERICAN ENERGY COMPANY August 2004 - December 2008
GE POWER SYSTEMS, Buenos Aires, Argentina January 2001 - October 2001
PRINCIPAL FINANCIAL GROUP March 1998 - December 2000
SHAZAM, Inc. August 1997 - March 1998
HARDEE'S FOOD SYSTEMS June 1996 - July 1997
BANKERS TRUST COMPANY April 1984 - June 1996
Skills
Employee Relations, Applicant Tracking..., Human Resources, Recruiting, Deferred Compensation
Education
Des Moines Area Community College
Business
Drake University
Human Resources
MIDAMERICAN ENERGY COMPANY January 2013 - Present
MIDAMERICAN ENERGY COMPANY August 2004 - December 2008
GE POWER SYSTEMS, Buenos Aires, Argentina January 2001 - October 2001
PRINCIPAL FINANCIAL GROUP March 1998 - December 2000
SHAZAM, Inc. August 1997 - March 1998
HARDEE'S FOOD SYSTEMS June 1996 - July 1997
BANKERS TRUST COMPANY April 1984 - June 1996
Skills
Employee Relations, Applicant Tracking..., Human Resources, Recruiting, Deferred Compensation
Education
Des Moines Area Community College
Business
Drake University
Human Resources
Carmine Lizza's Bankers Trust Company Experience November 1996 - December 1998
Job Chief Information Officer/Global Head of Technology at Lazard
Industry Financial Services
Experience
Lazard January 1999 - Present
Bankers Trust Company November 1996 - December 1998
Alliance Capital Management May 1996 - November 1996
Bankers Trust Company September 1986 - May 1996
Lear Siegler Services, Inc. July 1984 - September 1986
Skills
Asset Managment, Strategy, Hedge Funds, Investment Banking, Fixed Income, Trading Systems, Capital Markets, Derivatives, Portfolio Management, Alternative Investments, Trading, Risk Management, Financial Services, Financial Markets, Investment Management, Asset Management, IT Strategy, Market Data
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Executive MBA Program (EMBA)
Stevens Institute of Technology 1981 — 1985
Bachelors of Engineering, Electrical Engineering/Computer Science
Lazard January 1999 - Present
Bankers Trust Company November 1996 - December 1998
Alliance Capital Management May 1996 - November 1996
Bankers Trust Company September 1986 - May 1996
Lear Siegler Services, Inc. July 1984 - September 1986
Skills
Asset Managment, Strategy, Hedge Funds, Investment Banking, Fixed Income, Trading Systems, Capital Markets, Derivatives, Portfolio Management, Alternative Investments, Trading, Risk Management, Financial Services, Financial Markets, Investment Management, Asset Management, IT Strategy, Market Data
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Executive MBA Program (EMBA)
Stevens Institute of Technology 1981 — 1985
Bachelors of Engineering, Electrical Engineering/Computer Science
Christopher Kinslow's Bankers Trust Company Experience 1995 - 1999
Job President SNK Capital LLC
Industry Investment Banking
Experience
SNK Capital LLC September 2008 - Present
Seton Hall University September 2008 - Present
Deutsche Bank Securities March 1988 - March 2009
Bankers Trust Company 1995 - 1999
Bankers Trust Company 1995 - 1999
Bankers Trust Company 1995 - 1999
Bankers Trust Company 1995 - 1999
Bankers Trust Company 1995 - 1999
Skills
Equities, Derivatives, Corporate Finance, Financial Modeling, Portfolio Management, Investments, Asset Managment, Financial Analysis, Valuation, Investment Banking, Finance, Financial Risk
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Saint Bonaventure University 1981 — 1985
BBA Finance, Finance
SNK Capital LLC September 2008 - Present
Seton Hall University September 2008 - Present
Deutsche Bank Securities March 1988 - March 2009
Bankers Trust Company 1995 - 1999
Bankers Trust Company 1995 - 1999
Bankers Trust Company 1995 - 1999
Bankers Trust Company 1995 - 1999
Bankers Trust Company 1995 - 1999
Skills
Equities, Derivatives, Corporate Finance, Financial Modeling, Portfolio Management, Investments, Asset Managment, Financial Analysis, Valuation, Investment Banking, Finance, Financial Risk
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Saint Bonaventure University 1981 — 1985
BBA Finance, Finance
Bob Kolb's Bankers Trust Company Experience 1986 - 1991
Job Retired CFO
Industry Education Management
Experience
Vistamar School July 2011 - August 2012
Laguna Blanca School September 2010 - June 2011
Curtis School 2003 - 2009
Deutsche Bank 1994 - 2003
Heller Financial 1992 - 1994
Bankers Trust Company 1986 - 1991
Skills
Corporate Finance, Private Equity
Education
Duke University - The Fuqua School of Business 1974 — 1976
MBA
Georgia Institute of Technology 1970 — 1974
BS, Economics
Vistamar School July 2011 - August 2012
Laguna Blanca School September 2010 - June 2011
Curtis School 2003 - 2009
Deutsche Bank 1994 - 2003
Heller Financial 1992 - 1994
Bankers Trust Company 1986 - 1991
Skills
Corporate Finance, Private Equity
Education
Duke University - The Fuqua School of Business 1974 — 1976
MBA
Georgia Institute of Technology 1970 — 1974
BS, Economics
Phillip A. Kudla's Bankers Trust Company Experience February 1984 - February 1987
Job Risk Management
Industry Banking
Experience
The Federal Reserve Bank of Boston June 2012 - April 2015
CIT September 2010 - May 2011
Bank of Tokyo-Mitsubishi UFJ September 2005 - August 2010
BNY Mellon November 2002 - December 2004
Tokai Bank November 1999 - September 2001
KeyBank November 1997 - March 1999
CIT April 1996 - October 1997
Bank of America March 1987 - March 1996
Bankers Trust Company February 1984 - February 1987
Skills
Banking, Enterprise Risk..., Organizational..., Change Management, CCAR, Capital Planning, Loss Forecasting, Model Risk Management, Credit Risk, Credit Policy, Credit Risk Rating, Credit Risk Reporting, Credit Portfolio..., Credit Risk Review, Credit Analysis, Financial Analysis, Commercial Lending, Structured Finance, Commercial Banking, Commercial Leasing, Asset Based Lending, Loan Documentation, Automotive Finance, Energy Finance, Counterparty Credit Risk, Regulatory Compliance, Counterparty Risk, Due Diligence, Credit, Finance, Financial Risk, Loans, Portfolio Management
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance
Hampshire College 1972 — 1976
BA, Philosophy
The Federal Reserve Bank of Boston June 2012 - April 2015
CIT September 2010 - May 2011
Bank of Tokyo-Mitsubishi UFJ September 2005 - August 2010
BNY Mellon November 2002 - December 2004
Tokai Bank November 1999 - September 2001
KeyBank November 1997 - March 1999
CIT April 1996 - October 1997
Bank of America March 1987 - March 1996
Bankers Trust Company February 1984 - February 1987
Skills
Banking, Enterprise Risk..., Organizational..., Change Management, CCAR, Capital Planning, Loss Forecasting, Model Risk Management, Credit Risk, Credit Policy, Credit Risk Rating, Credit Risk Reporting, Credit Portfolio..., Credit Risk Review, Credit Analysis, Financial Analysis, Commercial Lending, Structured Finance, Commercial Banking, Commercial Leasing, Asset Based Lending, Loan Documentation, Automotive Finance, Energy Finance, Counterparty Credit Risk, Regulatory Compliance, Counterparty Risk, Due Diligence, Credit, Finance, Financial Risk, Loans, Portfolio Management
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance
Hampshire College 1972 — 1976
BA, Philosophy
Chris Gernhard's Bankers Trust Company Experience 1981 - 1987
Job SVP at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank March 1999 - October 2014
Bank of America 1989 - 1999
Bankers Trust Company 1981 - 1987
Skills
Relationship Management, Commercial Banking, Banking, Corporate Finance, Credit Risk, Credit Analysis, Asset Based Lending, Capital Markets
Education
Tuck School of Business at Dartmouth 1987 — 1989
Master of Business Administration (MBA)
Connecticut College 1977 — 1981
Bachelor of Arts (B.A.), Economics
Wells Fargo Bank March 1999 - October 2014
Bank of America 1989 - 1999
Bankers Trust Company 1981 - 1987
Skills
Relationship Management, Commercial Banking, Banking, Corporate Finance, Credit Risk, Credit Analysis, Asset Based Lending, Capital Markets
Education
Tuck School of Business at Dartmouth 1987 — 1989
Master of Business Administration (MBA)
Connecticut College 1977 — 1981
Bachelor of Arts (B.A.), Economics
Wayne Hutton's Bankers Trust Company Experience 1978 - 1980
Job Numeracy Teacher at Wallace Middle School
Industry Primary/Secondary Education
Experience
Wallace Middle School March 2012 - August 2014
Christian Heritage School September 2010 - June 2011
Societe Generale Corporate & Investment Banking 2001 - 2009
Mitsui Leasing Capital Corporation 1995 - 2001
Mackinac Capital Company 1994 - 1995
Mitsui Nevitt Capital Corporation 1990 - 1994
The CIT Group/Equipment & Project Financing 1988 - 1990
Chrysler Capital Corporation 1986 - 1988
Manufacturers Hanover Leasing Corporation 1980 - 1986
Bankers Trust Company 1978 - 1980
Education
New York University - Leonard N. Stern School of Business 1980 — 1985
MBA, Finance
Connecticut College 1975 — 1978
BA, Economics
Pioneer High School 1971 — 1974
Wallace Middle School March 2012 - August 2014
Christian Heritage School September 2010 - June 2011
Societe Generale Corporate & Investment Banking 2001 - 2009
Mitsui Leasing Capital Corporation 1995 - 2001
Mackinac Capital Company 1994 - 1995
Mitsui Nevitt Capital Corporation 1990 - 1994
The CIT Group/Equipment & Project Financing 1988 - 1990
Chrysler Capital Corporation 1986 - 1988
Manufacturers Hanover Leasing Corporation 1980 - 1986
Bankers Trust Company 1978 - 1980
Education
New York University - Leonard N. Stern School of Business 1980 — 1985
MBA, Finance
Connecticut College 1975 — 1978
BA, Economics
Pioneer High School 1971 — 1974
Cari Pendroy's Bankers Trust Company Experience August 1999 - October 2012
Job Technology and Management Consulting at McGladrey
Industry Telecommunications
Experience
McGladrey January 2015 - Present
WahlTek, Inc. February 2013 - Present
Cari Ann Photography August 1999 - Present
Bankers Trust Company August 1999 - October 2012
Principal Financial Group August 1993 - August 1999
Skills
Microsoft Office, Internet, Adobe Fireworks, Adobe Acrobat, Adobe Photodeluxe, Corporate Communications, Community Outreach, Research, Organization, Management, Change Management, Volunteering, Flexibility, Close Attention to..., Customer Service, Board Relations, Non-profit..., Financial Reporting, Analysis, Collaborative Problem..., Teamwork
Education
Upper Iowa University 1995 — 1997
Bachelor's degree, Business Management
Des Moines Area Community College
Web Development
McGladrey January 2015 - Present
WahlTek, Inc. February 2013 - Present
Cari Ann Photography August 1999 - Present
Bankers Trust Company August 1999 - October 2012
Principal Financial Group August 1993 - August 1999
Skills
Microsoft Office, Internet, Adobe Fireworks, Adobe Acrobat, Adobe Photodeluxe, Corporate Communications, Community Outreach, Research, Organization, Management, Change Management, Volunteering, Flexibility, Close Attention to..., Customer Service, Board Relations, Non-profit..., Financial Reporting, Analysis, Collaborative Problem..., Teamwork
Education
Upper Iowa University 1995 — 1997
Bachelor's degree, Business Management
Des Moines Area Community College
Web Development
John Segura, CPA's Bankers Trust Company Experience January 1995 - June 1996
Job Director of International Reporting at Geller & Company
Industry Financial Services
Experience
Geller & Company February 2005 - Present
The Bank of New York May 2003 - February 2005
Mizuho Corporate Bank Ltd November 1999 - May 2004
National Broadcasting Company Inc June 1996 - November 1999
Bankers Trust Company January 1995 - June 1996
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Financial Modeling, Cash Management, Financial Statements, Banking, Corporate Finance, General Ledger, Bloomberg, Auditing, Finance, Internal Controls, Financial Accounting
Education
Fairleigh Dickinson University 1990 — 1993
Masters of Business Administration, Accounting
Fairleigh Dickinson University 1984 — 1988
Bachelor of Science, Finance
Geller & Company February 2005 - Present
The Bank of New York May 2003 - February 2005
Mizuho Corporate Bank Ltd November 1999 - May 2004
National Broadcasting Company Inc June 1996 - November 1999
Bankers Trust Company January 1995 - June 1996
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Financial Modeling, Cash Management, Financial Statements, Banking, Corporate Finance, General Ledger, Bloomberg, Auditing, Finance, Internal Controls, Financial Accounting
Education
Fairleigh Dickinson University 1990 — 1993
Masters of Business Administration, Accounting
Fairleigh Dickinson University 1984 — 1988
Bachelor of Science, Finance
Stephen Sui's Bankers Trust Company Experience November 1997 - April 1999
Job Investment and Corporate Financial Management Professional
Industry Financial Services
Experience
JPMorgan Chase May 2005 - Present
Citigroup October 2000 - May 2005
Chase Manhattan Bank April 1999 - October 2000
Bankers Trust Company November 1997 - April 1999
Education
Pennsylvania State University
MBA, Electives in Finance and Information Systems
Cornell University
BS, Operations Research (Quantitative Analysis)
JPMorgan Chase May 2005 - Present
Citigroup October 2000 - May 2005
Chase Manhattan Bank April 1999 - October 2000
Bankers Trust Company November 1997 - April 1999
Education
Pennsylvania State University
MBA, Electives in Finance and Information Systems
Cornell University
BS, Operations Research (Quantitative Analysis)
Lilian Revel's Bankers Trust Company Experience March 1981 - November 1989
Job Spiritual Director, Retreat Leader, Pastoral Caregiver
Industry Religious Institutions
Experience
St. Paul's Episcopal Church 2012 - Present
Stamford Hospital May 2014 - August 2014
Stamford Hospital May 2013 - August 2013
Norwalk, Westport and Ridgefield Public Schools 1990 - 2012
Bankers Trust Company March 1981 - November 1989
EuroPartners Securities Corporation 1975 - 1981
Skills
Teaching, Curriculum Design, Teaching English as a..., Tutoring, Community Outreach, Volunteer Management, Program Development, Curriculum Development, Preaching, Lesson Planning, Classroom, Educational Leadership, Teacher Training, Classroom Management, Educational Technology, Secondary Education, Pastoral Care, Spiritual Direction
Education
The General Theological Seminary 2012 — 2014
Master of Arts (M.A.), Spiritual Direction
Berne University 1999 — 2004
Doctor of Philosophy (Ph.D.), Educational Leadership
Fairfield University 1997 — 1998
Certificate of Advanced Studies, Bilingual and Multilingual Education
New York University 1979 — 1982
Master of Business Administration (MBA), International Finance
Fordham University 1976 — 1978
Bachelor of Arts (BA), Economics
St. Paul's Episcopal Church 2012 - Present
Stamford Hospital May 2014 - August 2014
Stamford Hospital May 2013 - August 2013
Norwalk, Westport and Ridgefield Public Schools 1990 - 2012
Bankers Trust Company March 1981 - November 1989
EuroPartners Securities Corporation 1975 - 1981
Skills
Teaching, Curriculum Design, Teaching English as a..., Tutoring, Community Outreach, Volunteer Management, Program Development, Curriculum Development, Preaching, Lesson Planning, Classroom, Educational Leadership, Teacher Training, Classroom Management, Educational Technology, Secondary Education, Pastoral Care, Spiritual Direction
Education
The General Theological Seminary 2012 — 2014
Master of Arts (M.A.), Spiritual Direction
Berne University 1999 — 2004
Doctor of Philosophy (Ph.D.), Educational Leadership
Fairfield University 1997 — 1998
Certificate of Advanced Studies, Bilingual and Multilingual Education
New York University 1979 — 1982
Master of Business Administration (MBA), International Finance
Fordham University 1976 — 1978
Bachelor of Arts (BA), Economics
Marie Diana Jimenez's Bankers Trust Company Experience 1979 - 1982
Job Executive Office Professional
Industry Executive Office
Experience
City College of New York 2007 - 2010
Bankers Trust Company 1979 - 1982
New York Life 1977 - 1979
Education
City University of New York-Hunter College 1973 — 1977
BA, Economics
New Dorp High School 1969 — 1973
Academic, General
City College of New York 2007 - 2010
Bankers Trust Company 1979 - 1982
New York Life 1977 - 1979
Education
City University of New York-Hunter College 1973 — 1977
BA, Economics
New Dorp High School 1969 — 1973
Academic, General
Loretta Morris's Bankers Trust Company Experience March 1983 - August 1988
Job Administration
Industry Hospital & Health Care
Experience
NYP November 1997 - Present
Ladas & Parry LLP January 1989 - February 1995
Bankers Trust Company March 1983 - August 1988
Grey Advertising, Inc. June 1978 - September 1983
Skills
Healthcare, Healthcare Management, Nonprofits, Policy, Strategic Planning, Community Outreach, HIPAA, Hospitals, Fundraising, Mental Health
Education
University of Phoenix 2010 — 2014
Bachelor's degree, Human Service/Management, A
City University of New York-Herbert H. Lehman College 1984 — 1988
Bachelor's degree, Psychology, B
Monroe College 1978 — 1980
Associate's degree, Executive Assistant/Executive Secretary, A
NYP November 1997 - Present
Ladas & Parry LLP January 1989 - February 1995
Bankers Trust Company March 1983 - August 1988
Grey Advertising, Inc. June 1978 - September 1983
Skills
Healthcare, Healthcare Management, Nonprofits, Policy, Strategic Planning, Community Outreach, HIPAA, Hospitals, Fundraising, Mental Health
Education
University of Phoenix 2010 — 2014
Bachelor's degree, Human Service/Management, A
City University of New York-Herbert H. Lehman College 1984 — 1988
Bachelor's degree, Psychology, B
Monroe College 1978 — 1980
Associate's degree, Executive Assistant/Executive Secretary, A
Bruno LaRocca's Bankers Trust Company Experience 1967 - 1980
Job President at RDM Capital Associates Wealth Management
Industry Investment Management
Experience
RDM Capital Associates Wealth Management 1991 - Present
Stires & Company 1981 - 1990
Bankers Trust Company 1967 - 1980
Education
New York University 1967 — 1970
MBA, International Finance
Cornell University 1960 — 1964
Bachelor of Science, Industrial and Labor Relations
RDM Capital Associates Wealth Management 1991 - Present
Stires & Company 1981 - 1990
Bankers Trust Company 1967 - 1980
Education
New York University 1967 — 1970
MBA, International Finance
Cornell University 1960 — 1964
Bachelor of Science, Industrial and Labor Relations
Anthony A. Bocchino, Jr., CCTS's Bankers Trust Company Experience January 1985 - March 1995
Job Certified Corporate Trust Professional
Industry Financial Services
Experience
Law Debenture Trust Company of New York July 2009 - August 2012
HSBC Bank USA, National Association December 2005 - March 2009
JPMorgan Chase 2005 - 2005
The Bank of New York December 2001 - December 2004
Mizuho Trust & Banking Co. (USA) March 1995 - December 2001
Bankers Trust Company January 1985 - March 1995
Chemical Bank July 1972 - December 1984
Skills
Banking, Bankruptcy, CRM, Relationship Management, Restructuring, Corporate Law, Training, Sales, Risk Management, Bonds, Corporate Finance, Financial Markets, Financial Structuring, Management, Securities
Education
Hunter College
Business Administration and Management, General
Pace University
Business Administration and Management, General
Law Debenture Trust Company of New York July 2009 - August 2012
HSBC Bank USA, National Association December 2005 - March 2009
JPMorgan Chase 2005 - 2005
The Bank of New York December 2001 - December 2004
Mizuho Trust & Banking Co. (USA) March 1995 - December 2001
Bankers Trust Company January 1985 - March 1995
Chemical Bank July 1972 - December 1984
Skills
Banking, Bankruptcy, CRM, Relationship Management, Restructuring, Corporate Law, Training, Sales, Risk Management, Bonds, Corporate Finance, Financial Markets, Financial Structuring, Management, Securities
Education
Hunter College
Business Administration and Management, General
Pace University
Business Administration and Management, General
Gerard Hourihan's Bankers Trust Company Experience March 1980 - December 1999
Job Independent Banking Professional
Industry Banking
Experience
Consultant Account ManagerNetJetsApril 2007 - April 2008
The Bank of New York May 2002 - May 2004
Citibank, N.A. January 1989 - December 2001
Bankers Trust Company March 1980 - December 1999
Bankers Trust Company June 1972 - February 1980
Education
Fairfield University 1968 — 1972
BA - Economics & Business Management, Banking and Financial Support Services, 3.7 GPA
Archbishop Molly High School 1964 — 1968
Academic, 3.5 GPA
Consultant Account ManagerNetJetsApril 2007 - April 2008
The Bank of New York May 2002 - May 2004
Citibank, N.A. January 1989 - December 2001
Bankers Trust Company March 1980 - December 1999
Bankers Trust Company June 1972 - February 1980
Education
Fairfield University 1968 — 1972
BA - Economics & Business Management, Banking and Financial Support Services, 3.7 GPA
Archbishop Molly High School 1964 — 1968
Academic, 3.5 GPA
John Fujiwara's Bankers Trust Company Experience 1987 - 1994
Job Diversified Alternatives Fund Portfolio Manager
Industry Investment Management
Experience
Janus Capital Group July 2012 - Present
Absolute Plus Management, LLC May 2006 - June 2012
HSBC January 2004 - June 2006
Bank of Hawaii May 2001 - January 2004
Bankers Trust Company 1987 - 1994
Bankers Trust Company 1987 - 1994
Bankers Trust Company 1987 - 1994
Bankers Trust Company 1987 - 1994
Skills
Equities, Portfolio Management, Hedge Funds, Fixed Income, Financial Risk, Mutual Funds, Asset Management, Investments, Trading, Asset Allocation, Financial Analysis, Valuation, Alternative Investments, Bloomberg, Financial Modeling, Derivatives, Risk Management, Capital Markets, Investment Strategies, Investment Management, Securities, Financial Markets
Education
Cornell University 1985 — 1987
Master of Business Administration (M.B.A.), FInance
UCLA 1980 — 1983
Bachelor of Arts (B.A.), Economics
Janus Capital Group July 2012 - Present
Absolute Plus Management, LLC May 2006 - June 2012
HSBC January 2004 - June 2006
Bank of Hawaii May 2001 - January 2004
Bankers Trust Company 1987 - 1994
Bankers Trust Company 1987 - 1994
Bankers Trust Company 1987 - 1994
Bankers Trust Company 1987 - 1994
Skills
Equities, Portfolio Management, Hedge Funds, Fixed Income, Financial Risk, Mutual Funds, Asset Management, Investments, Trading, Asset Allocation, Financial Analysis, Valuation, Alternative Investments, Bloomberg, Financial Modeling, Derivatives, Risk Management, Capital Markets, Investment Strategies, Investment Management, Securities, Financial Markets
Education
Cornell University 1985 — 1987
Master of Business Administration (M.B.A.), FInance
UCLA 1980 — 1983
Bachelor of Arts (B.A.), Economics
Jannae Lutter's Bankers Trust Company Experience September 1973 - February 1989
Job Licensing Coordinator at Iowa Insurance Division
Industry Insurance
Experience
Iowa Insurance Division December 1989 - Present
Bankers Trust Company September 1973 - February 1989
Skills
Insurance, Claim, Licensing, Liability, Health Insurance, Professional Liability, Legal Liability, Commercial Lines, Casualty, D&O, Casualty Insurance, Commercial Insurance
Education
Des Moines Area Community College
Iowa Insurance Division December 1989 - Present
Bankers Trust Company September 1973 - February 1989
Skills
Insurance, Claim, Licensing, Liability, Health Insurance, Professional Liability, Legal Liability, Commercial Lines, Casualty, D&O, Casualty Insurance, Commercial Insurance
Education
Des Moines Area Community College
Sharon Muenster's Bankers Trust Company Experience September 1995 - October 1998
Job President
Industry Hospital & Health Care
Experience
Self-employed April 2002 - Present
PXRE Reinsurance Co October 1998 - April 2002
Bankers Trust Company September 1995 - October 1998
Education
SUNY New Paltz 1985 — 1987
Bachelor of Science (BS), Business Administration and Management, General
Fashion Institute of Technology 1983 — 1985
Associate of Arts and Sciences (AAS), Merchandising and Buying Operations
Self-employed April 2002 - Present
PXRE Reinsurance Co October 1998 - April 2002
Bankers Trust Company September 1995 - October 1998
Education
SUNY New Paltz 1985 — 1987
Bachelor of Science (BS), Business Administration and Management, General
Fashion Institute of Technology 1983 — 1985
Associate of Arts and Sciences (AAS), Merchandising and Buying Operations
Ernest Horvath's Bankers Trust Company Experience 1984 - 1999
Job Owner/Member of SMH Surgical Supply, LLC
Industry Health, Wellness and Fitness
Experience
SMH Surgical Supply, LLC February 2006 - Present
State Street Bank 2003 - 2012
Deutsche Bank 1999 - 2003
Bankers Trust Company 1984 - 1999
Skills
Management, Strategy, Relationship Management, Leadership, Team Building, Public Speaking, Customer Service
Education
Entrepreneurial Training Institute
New Jersey Economic Development Authority Certificate
Delaware Valley College 1980 — 1984
Bachelor of Science (B.S.), Business Administration
SMH Surgical Supply, LLC February 2006 - Present
State Street Bank 2003 - 2012
Deutsche Bank 1999 - 2003
Bankers Trust Company 1984 - 1999
Skills
Management, Strategy, Relationship Management, Leadership, Team Building, Public Speaking, Customer Service
Education
Entrepreneurial Training Institute
New Jersey Economic Development Authority Certificate
Delaware Valley College 1980 — 1984
Bachelor of Science (B.S.), Business Administration
Gideon Asher's Bankers Trust Company Experience 1988 - 1990
Job Experienced Financial Services Professional
Industry Investment Banking
Experience
Evercore Partners 2007 - August 2012
HSBC Securities 2004 - 2007
Citi 1999 - 2003
Lazard 1990 - 1999
Bankers Trust Company 1988 - 1990
Skills
M&A, Investment Banking, Valuation, Financial Modeling, Divestitures, Corporate Development, Mergers & Acquisitions, Financial Institutions, Strategy, Corporate Finance, Major Gift Campaigns, Major Gift Solicitations, Fundraising Campaign..., Philanthropy
Education
Columbia Business School 1986 — 1988
Master of Business Administration (M.B.A.), Finance
Princeton University 1981 — 1984
BSE, Civil Engineering
Evercore Partners 2007 - August 2012
HSBC Securities 2004 - 2007
Citi 1999 - 2003
Lazard 1990 - 1999
Bankers Trust Company 1988 - 1990
Skills
M&A, Investment Banking, Valuation, Financial Modeling, Divestitures, Corporate Development, Mergers & Acquisitions, Financial Institutions, Strategy, Corporate Finance, Major Gift Campaigns, Major Gift Solicitations, Fundraising Campaign..., Philanthropy
Education
Columbia Business School 1986 — 1988
Master of Business Administration (M.B.A.), Finance
Princeton University 1981 — 1984
BSE, Civil Engineering
John Sellar's Bankers Trust Company Experience January 1982 - January 1992
Job President and CEO of Sellar Associates
Industry Venture Capital & Private Equity
Experience
Sellar Associates October 1991 - Present
Bankers Trust Company January 1982 - January 1992
Crosslands Savings/Republic National Bank June 1970 - April 1982
Skills
Business Development, Business Strategy, Management Consulting, Entrepreneurship, Start-ups, Mergers & Acquisitions, Business Planning, Strategy
Education
Union Theological Seminary 1987 — 1989
Master’s Degree, Summa Cum Laude
Yale University 1974 — 1976
Juris Doctor (J.D.), cum laude
Columbia University in the City of New York 1970 — 1973
Master of Business Administration (M.B.A.), Finance, General, Magna cum laude
New York University 1965 — 1969
Bachelor’s Degree, History, Magna cum laude
Mount Hermon School 1962 — 1965
Cum laude
Sellar Associates October 1991 - Present
Bankers Trust Company January 1982 - January 1992
Crosslands Savings/Republic National Bank June 1970 - April 1982
Skills
Business Development, Business Strategy, Management Consulting, Entrepreneurship, Start-ups, Mergers & Acquisitions, Business Planning, Strategy
Education
Union Theological Seminary 1987 — 1989
Master’s Degree, Summa Cum Laude
Yale University 1974 — 1976
Juris Doctor (J.D.), cum laude
Columbia University in the City of New York 1970 — 1973
Master of Business Administration (M.B.A.), Finance, General, Magna cum laude
New York University 1965 — 1969
Bachelor’s Degree, History, Magna cum laude
Mount Hermon School 1962 — 1965
Cum laude
Daniel Mooney's Bankers Trust Company Experience November 1989 - June 1991
Job
Industry Capital Markets
Experience
Bank of America January 2001 - June 2013
Bayerische Hypo und Verieinsbank August 1997 - January 2001
General Re Financial Products June 1991 - August 1995
Bankers Trust Company November 1989 - June 1991
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Budgets, Bloomberg, Financial Analysis, Hedge Funds, Risk Management
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1997
Master of Business Administration (MBA), Finance, General
Denison University 1985 — 1989
Bachelor of Arts (B.A.), History
Bank of America January 2001 - June 2013
Bayerische Hypo und Verieinsbank August 1997 - January 2001
General Re Financial Products June 1991 - August 1995
Bankers Trust Company November 1989 - June 1991
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Budgets, Bloomberg, Financial Analysis, Hedge Funds, Risk Management
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1997
Master of Business Administration (MBA), Finance, General
Denison University 1985 — 1989
Bachelor of Arts (B.A.), History
Dexter Lockamy's Bankers Trust Company Experience 1985 - 1988
Job Senior Financial Management Specialist
Industry Financial Services
Experience
Africare April 2014 - Present
ICMA February 2012 - January 2014
DAI June 2011 - December 2011
Stifel, Nicolaus & Company, Incorporated 2006 - 2009
Legg Mason Wood Walker, Incorporated April 2005 - December 2005
The District of Columbia Financial Responibility and Management Assistance Authority 1996 - 2001
The Southeastern Pennsylvania Transportation Authoirty 1995 - 1996
City of Baltimore 1989 - 1994
City of Chicago 1988 - 1989
Bankers Trust Company 1985 - 1988
Skills
Strategic Planning, Nonprofits, International..., Program Management, Policy Analysis, Local Government Finance, Policy, Financial Accounting, Proposal Writing, Public Policy, Economic Development, Investments, Grants, Governance, Public Finance, Public/private..., Community Development, Government, NGOs, Strategy, Microfinance, Economics, Finance, Budgets, Leadership, Management, Capacity Building, Financial Analysis, Due Diligence
Education
Georgetown University - The McDonough School of Business
Executive Program, International Finance and Global Markets
Columbia Business School 1981 — 1984
Master of Business Administration (M.B.A.), Finance
Columbia University Mailman School of Public Health 1981 — 1984
Master's Degree, Health Care Finance/Management
Columbia College (NY) 1976 — 1980
Bachelor of Arts (B.A.), Economics, Honors
Africare April 2014 - Present
ICMA February 2012 - January 2014
DAI June 2011 - December 2011
Stifel, Nicolaus & Company, Incorporated 2006 - 2009
Legg Mason Wood Walker, Incorporated April 2005 - December 2005
The District of Columbia Financial Responibility and Management Assistance Authority 1996 - 2001
The Southeastern Pennsylvania Transportation Authoirty 1995 - 1996
City of Baltimore 1989 - 1994
City of Chicago 1988 - 1989
Bankers Trust Company 1985 - 1988
Skills
Strategic Planning, Nonprofits, International..., Program Management, Policy Analysis, Local Government Finance, Policy, Financial Accounting, Proposal Writing, Public Policy, Economic Development, Investments, Grants, Governance, Public Finance, Public/private..., Community Development, Government, NGOs, Strategy, Microfinance, Economics, Finance, Budgets, Leadership, Management, Capacity Building, Financial Analysis, Due Diligence
Education
Georgetown University - The McDonough School of Business
Executive Program, International Finance and Global Markets
Columbia Business School 1981 — 1984
Master of Business Administration (M.B.A.), Finance
Columbia University Mailman School of Public Health 1981 — 1984
Master's Degree, Health Care Finance/Management
Columbia College (NY) 1976 — 1980
Bachelor of Arts (B.A.), Economics, Honors
Carolyn Dunlap's Bankers Trust Company Experience May 1978 - May 1980
Job Accounts Receivable at Intertek USA, Inc.
Industry Financial Services
Experience
Intertek USA, Inc. June 2014 - Present
Imperial Sugar Company May 2005 - 2012
Shell Energy Services Company, LLC February 2002 - January 2005
Duke Energy Merchants October 2001 - January 2002
Aectra Petroleum Company September 1999 - September 2001
Bnk of America NT&SA May 1987 - August 1999
Continental Illinois Bank May 1980 - May 1987
Bankers Trust Company May 1978 - May 1980
Skills
Managerial Finance, Trade Finance, Credit Management, Credit Risk, Dispute Resolution, Treasury Management, Cash Management, Collateral Management, UCC filings, Liens, Operational Risk..., Risk Assessment, Trade Compliance, Collaborative Problem..., Policy Writing, Operating Budgets, Staff Development, Succession Planning, Project Management, Legal Issues, Regulatory Requirements, SOX Compliancy, Document Review, Commercial Banking, Service Level Agreements, Asset Based Lending, Bankruptcy, Outsourced Solutions, A/R collections, Letters of Credit, PeopleSoft, Seibel, AS400 system, Dunn & Bradstreet, Contract Negotiation, Mentoring, Commercial Insurance, Customer Service, Credit, Accounts Receivable, Finance, Internal Controls, Analysis, Cash
Education
Graduate School of Credit and Financial Management 2010 — 2011
Cornell College 1973 — 1977
Bachelor of Arts (BA), Mathematics, Spanish and Secondary Education
Intertek USA, Inc. June 2014 - Present
Imperial Sugar Company May 2005 - 2012
Shell Energy Services Company, LLC February 2002 - January 2005
Duke Energy Merchants October 2001 - January 2002
Aectra Petroleum Company September 1999 - September 2001
Bnk of America NT&SA May 1987 - August 1999
Continental Illinois Bank May 1980 - May 1987
Bankers Trust Company May 1978 - May 1980
Skills
Managerial Finance, Trade Finance, Credit Management, Credit Risk, Dispute Resolution, Treasury Management, Cash Management, Collateral Management, UCC filings, Liens, Operational Risk..., Risk Assessment, Trade Compliance, Collaborative Problem..., Policy Writing, Operating Budgets, Staff Development, Succession Planning, Project Management, Legal Issues, Regulatory Requirements, SOX Compliancy, Document Review, Commercial Banking, Service Level Agreements, Asset Based Lending, Bankruptcy, Outsourced Solutions, A/R collections, Letters of Credit, PeopleSoft, Seibel, AS400 system, Dunn & Bradstreet, Contract Negotiation, Mentoring, Commercial Insurance, Customer Service, Credit, Accounts Receivable, Finance, Internal Controls, Analysis, Cash
Education
Graduate School of Credit and Financial Management 2010 — 2011
Cornell College 1973 — 1977
Bachelor of Arts (BA), Mathematics, Spanish and Secondary Education
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation