Bankers Trust Company
Industry: Bank
DescriptionBankers Trust was a historic American banking organization. The bank merged with Alex. Brown & Sons before being acquired by Deutsche Bank in 1999. Headquarters: New York City, New York, United States Successor: Deutsche Bank Founder: Henry Pomeroy Davison Founded: 1903
Bankers Trust Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bankers Trust Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Bankers Trust Company Employees
Employee
Years
Job
Industry
Catherine Stephenson Catherine Stephenson's Bankers Trust Company Experience 1992 - 1993
Job Practice Manager, McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company June 2013 - Present
Harvard Business School November 2012 - Present
Foote, Cone & Belding 1997 - 2006
Tokai Bank Europe, Derivatives Trading Subsidiary of Tokai Bank 1993 - 1997
Bankers Trust Company 1992 - 1993
Bankers Trust Company 1990 - 1991
Microsoft 1989 - 1989
American Express Foundation 1987 - 1988
Shearson Lehman Brothers 1986 - 1987
Shearson Lehman Brothers 1985 - 1986
Skills
Strategy, Management, Marketing Strategy, Business Strategy, New Business Development, Strategic Partnerships, Team Leadership, Competitive Analysis, Financial Analysis
Education
Harvard Business School 1988 — 1990
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1981 — 1985
Bachelor of Science (B.S.), Decision Sciences
Edinburgh University 1983 — 1984
3rd-Year Exchange Student, Artificial Intelligence
McKinsey & Company June 2013 - Present
Harvard Business School November 2012 - Present
Foote, Cone & Belding 1997 - 2006
Tokai Bank Europe, Derivatives Trading Subsidiary of Tokai Bank 1993 - 1997
Bankers Trust Company 1992 - 1993
Bankers Trust Company 1990 - 1991
Microsoft 1989 - 1989
American Express Foundation 1987 - 1988
Shearson Lehman Brothers 1986 - 1987
Shearson Lehman Brothers 1985 - 1986
Skills
Strategy, Management, Marketing Strategy, Business Strategy, New Business Development, Strategic Partnerships, Team Leadership, Competitive Analysis, Financial Analysis
Education
Harvard Business School 1988 — 1990
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1981 — 1985
Bachelor of Science (B.S.), Decision Sciences
Edinburgh University 1983 — 1984
3rd-Year Exchange Student, Artificial Intelligence
Jeffrey Rizzo Jeffrey Rizzo's Bankers Trust Company Experience April 1995 - October 1997
Job Senior Program Manager PMO at HSBC
Industry Information Technology and Services
Experience
HSBC February 2013 - Present
METLIFE November 2011 - January 2013
DEUTSCHE BANK March 2004 - November 2011
SCHERING-PLOUGH CORPORATION April 2003 - March 2004
RIZZO IT SOLUTIONS, LLC July 2002 - April 2003
ETHICON, INC., A DIVISION OF JOHNSON & JOHNSON February 2002 - July 2002
PRUDENTIAL INSURANCE COMPANY OF AMERICA February 2001 - January 2002
METLIFE January 2000 - January 2001
GUARDIAN LIFE INSURANCE COMPANY November 1997 - December 1999
BANKERS TRUST COMPANY April 1995 - October 1997
Skills
Information Management, ECM, Pharmacovigilance, SDLC, Business Analysis, Project Management, Business Intelligence, Business Process Design, Process Improvement, PMO, Vendor Management, Program Management, Outsourcing, Requirements Analysis, SharePoint, Enterprise Architecture, CRM, Business Process, Enterprise Content...
Education
Hofstra University
Bachelor, Science Mathematics / Computer Science
HSBC February 2013 - Present
METLIFE November 2011 - January 2013
DEUTSCHE BANK March 2004 - November 2011
SCHERING-PLOUGH CORPORATION April 2003 - March 2004
RIZZO IT SOLUTIONS, LLC July 2002 - April 2003
ETHICON, INC., A DIVISION OF JOHNSON & JOHNSON February 2002 - July 2002
PRUDENTIAL INSURANCE COMPANY OF AMERICA February 2001 - January 2002
METLIFE January 2000 - January 2001
GUARDIAN LIFE INSURANCE COMPANY November 1997 - December 1999
BANKERS TRUST COMPANY April 1995 - October 1997
Skills
Information Management, ECM, Pharmacovigilance, SDLC, Business Analysis, Project Management, Business Intelligence, Business Process Design, Process Improvement, PMO, Vendor Management, Program Management, Outsourcing, Requirements Analysis, SharePoint, Enterprise Architecture, CRM, Business Process, Enterprise Content...
Education
Hofstra University
Bachelor, Science Mathematics / Computer Science
Patrick J. Monaghan, Jr., Esq. Patrick J. Monaghan, Jr., Esq.'s Bankers Trust Company Experience 1967 - 1970
Job Counsel at Beattie Padovano, LLC
Industry Law Practice
Experience
Beattie Padovano, LLC 2010 - Present
Monaghan, Monaghan, Lamb & Marchisio, LLP 1995 - 2010
Monaghan, Rem & Zeller, PC 1990 - 1995
Patrick J. Monaghan, Jr., PC 1980 - 1990
Palmer & Serles, later Gifford Woody Palmer & Serles 1970 - 1978
Bankers Trust Company 1967 - 1970
White & Case LLP 1966 - 1967
Skills
Commercial Litigation, Litigation, Civil Litigation, Corporate Law, Appeals, Intellectual Property, Trials, Motions, Securities, Medical Malpractice, Arbitration
Education
Fordham University School of Law
Doctor of Law (JD)
St. Francis University
B.A. - History Honors Program
St. Michael's College - Santa Fe, New Mexico
Beattie Padovano, LLC 2010 - Present
Monaghan, Monaghan, Lamb & Marchisio, LLP 1995 - 2010
Monaghan, Rem & Zeller, PC 1990 - 1995
Patrick J. Monaghan, Jr., PC 1980 - 1990
Palmer & Serles, later Gifford Woody Palmer & Serles 1970 - 1978
Bankers Trust Company 1967 - 1970
White & Case LLP 1966 - 1967
Skills
Commercial Litigation, Litigation, Civil Litigation, Corporate Law, Appeals, Intellectual Property, Trials, Motions, Securities, Medical Malpractice, Arbitration
Education
Fordham University School of Law
Doctor of Law (JD)
St. Francis University
B.A. - History Honors Program
St. Michael's College - Santa Fe, New Mexico
Jody Meth Jody Meth's Bankers Trust Company Experience 1986 - 1999
Job Practice Director at BridgePoint Group, LLC
Industry Financial Services
Experience
BridgePoint Group, LLC January 2012 - Present
Savvy Ladies 2011 - Present
Harvard Kennedy School of Government July 2010 - May 2011
Women's Leadership Fund February 2010 - July 2010
Fidelity Investments July 2006 - August 2009
JPMorgan Chase October 1999 - July 2006
Bankers Trust Company 1986 - 1999
Federal Reserve Bank of New York July 1980 - May 1986
Skills
CRM, Strategy, Organizational..., Leadership, Product Management, Program Management, Strategic Planning, Competitive Analysis, Securities, Management, Business Strategy, Change Management, Risk Management, Banking, Finance, Financial Services, Portfolio Management
Education
Harvard University, John F. Kennedy School of Government 2010 — 2011
MC-MPA, Public Administration
New York University - Leonard N. Stern School of Business 1982 — 1986
MBA, Finance
Mount Holyoke College 1976 — 1980
BA, Politics
BridgePoint Group, LLC January 2012 - Present
Savvy Ladies 2011 - Present
Harvard Kennedy School of Government July 2010 - May 2011
Women's Leadership Fund February 2010 - July 2010
Fidelity Investments July 2006 - August 2009
JPMorgan Chase October 1999 - July 2006
Bankers Trust Company 1986 - 1999
Federal Reserve Bank of New York July 1980 - May 1986
Skills
CRM, Strategy, Organizational..., Leadership, Product Management, Program Management, Strategic Planning, Competitive Analysis, Securities, Management, Business Strategy, Change Management, Risk Management, Banking, Finance, Financial Services, Portfolio Management
Education
Harvard University, John F. Kennedy School of Government 2010 — 2011
MC-MPA, Public Administration
New York University - Leonard N. Stern School of Business 1982 — 1986
MBA, Finance
Mount Holyoke College 1976 — 1980
BA, Politics
Rick Folk Rick Folk's Bankers Trust Company Experience October 1989 - March 1991
Job Senior Vice President at Fidelity Institutional Wealth Services
Industry Financial Services
Experience
Fidelity Institutional Wealth Services January 2012 - Present
Fidelity Investments January 2007 - February 2012
Fidelity Investments January 1999 - January 2007
Fidelity Investments January 1997 - January 1998
Fidelity Investments January 1996 - January 1997
Fidelity Investments January 1993 - January 1996
KPMG Peat Marwick April 1991 - April 1993
Bankers Trust Company October 1989 - March 1991
Skills
Business Development, CRM, Leadership, Investments, Strategic Planning
Education
Lehigh University - College of Business and Economics 1986 — 1989
Lehigh University 1985 — 1989
BS, Finance
Fidelity Institutional Wealth Services January 2012 - Present
Fidelity Investments January 2007 - February 2012
Fidelity Investments January 1999 - January 2007
Fidelity Investments January 1997 - January 1998
Fidelity Investments January 1996 - January 1997
Fidelity Investments January 1993 - January 1996
KPMG Peat Marwick April 1991 - April 1993
Bankers Trust Company October 1989 - March 1991
Skills
Business Development, CRM, Leadership, Investments, Strategic Planning
Education
Lehigh University - College of Business and Economics 1986 — 1989
Lehigh University 1985 — 1989
BS, Finance
Jennifer Walsh Jennifer Walsh's Bankers Trust Company Experience January 1993 - January 1999
Job Vice President at JP Morgan Asset Management
Industry Banking
Experience
J.P. Morgan Asset Management June 2012 - Present
State Street Bank January 2003 - October 2011
Deutsche Bank January 1999 - January 2003
Bankers Trust Company January 1993 - January 1999
Inteplast Corporation January 1992 - January 1993
Education
Marist College 1988 — 1992
Bachelor of Science, Marketing, Accounting
J.P. Morgan Asset Management June 2012 - Present
State Street Bank January 2003 - October 2011
Deutsche Bank January 1999 - January 2003
Bankers Trust Company January 1993 - January 1999
Inteplast Corporation January 1992 - January 1993
Education
Marist College 1988 — 1992
Bachelor of Science, Marketing, Accounting
Carol Treanor Carol Treanor's Bankers Trust Company Experience September 1967 - June 1989
Job Retired Group VP at Citibank NA
Industry Banking
Experience
Citibank NA May 1989 - June 2004
Bankers Trust Company September 1967 - June 1989
Pace College Graduate School of Business October 1963 - October 1967
Skills
Investment Banking, Fixed Income, Capital Markets, Retail Banking, Credit Risk, Credit, Portfolio Management, Risk Management, Loans, Equities, Financial Analysis, Management, Project Management, Department Budgeting, Employee Training, Commercial Banking, Financial Risk, Credit Analysis
Education
Fordham University 1973 — 1977
Master of Business Administration (MBA), Finance
Pace College 1962 — 1967
Bachelor of Business Administration (BBA), Accounting and Finance
Citibank NA May 1989 - June 2004
Bankers Trust Company September 1967 - June 1989
Pace College Graduate School of Business October 1963 - October 1967
Skills
Investment Banking, Fixed Income, Capital Markets, Retail Banking, Credit Risk, Credit, Portfolio Management, Risk Management, Loans, Equities, Financial Analysis, Management, Project Management, Department Budgeting, Employee Training, Commercial Banking, Financial Risk, Credit Analysis
Education
Fordham University 1973 — 1977
Master of Business Administration (MBA), Finance
Pace College 1962 — 1967
Bachelor of Business Administration (BBA), Accounting and Finance
Lynda Dillman Lynda Dillman's Bankers Trust Company Experience October 1981 - October 1985
Job
Industry Financial Services
Experience
Thrivent Financial January 2013 - Present
Pfizer, Inc January 1987 - December 2001
Bankers Trust Company October 1981 - October 1985
Pfizer, Inc September 1979 - October 1981
Skills
Strategic Planning, Finance, Financial Analysis, Financial Services, Public Speaking, Strategy, Risk Management, Investments, Financial Planning, Event Planning
Education
Stevens Institute of Technology
M.S. degree, Management Science in Economics
Gettysburg College
B.A. degree, Economics
Thrivent Financial January 2013 - Present
Pfizer, Inc January 1987 - December 2001
Bankers Trust Company October 1981 - October 1985
Pfizer, Inc September 1979 - October 1981
Skills
Strategic Planning, Finance, Financial Analysis, Financial Services, Public Speaking, Strategy, Risk Management, Investments, Financial Planning, Event Planning
Education
Stevens Institute of Technology
M.S. degree, Management Science in Economics
Gettysburg College
B.A. degree, Economics
Richard Pink Richard Pink's Bankers Trust Company Experience 1990 - 1992
Job Chrm. Board of Directors at The Counseling Center
Industry Financial Services
Experience
The University Network (TUN) January 2010 - December 2011
Phoenix Capital Partners, LLC 2002 - Present
The Counseling Center August 2008 - September 2014
career network 2010 - 2012
SoftSplit, LLC 1999 - 2002
KPMG BayMark 1994 - 1997
Coopers & Lybrand Consulting 1992 - 1994
Bankers Trust Company 1990 - 1992
Midland Equities and Development Corp January 1985 - August 1990
Skandinaviska Enskilda Banken, NYC October 1983 - January 1985
Skills
Portfolio Management, Private Equity, Capital Markets, Investments, Due Diligence, Strategic Planning, Corporate Finance, Finance, Entrepreneurship, Start-ups, Business Development, Executive Management, Real Estate, Banking, Restructuring
Education
Fordham University - Graduate School of Business Administration 1983 — 1984
University of Denver 1966 — 1968
BS, Economics and Mathematics
The University Network (TUN) January 2010 - December 2011
Phoenix Capital Partners, LLC 2002 - Present
The Counseling Center August 2008 - September 2014
career network 2010 - 2012
SoftSplit, LLC 1999 - 2002
KPMG BayMark 1994 - 1997
Coopers & Lybrand Consulting 1992 - 1994
Bankers Trust Company 1990 - 1992
Midland Equities and Development Corp January 1985 - August 1990
Skandinaviska Enskilda Banken, NYC October 1983 - January 1985
Skills
Portfolio Management, Private Equity, Capital Markets, Investments, Due Diligence, Strategic Planning, Corporate Finance, Finance, Entrepreneurship, Start-ups, Business Development, Executive Management, Real Estate, Banking, Restructuring
Education
Fordham University - Graduate School of Business Administration 1983 — 1984
University of Denver 1966 — 1968
BS, Economics and Mathematics
Glen Sundin Glen Sundin's Bankers Trust Company Experience September 1992 - February 1996
Job Executive Director Young Mind Awards / Vice President of Sales DEG East at Advantage Business Media
Industry Publishing
Experience
Advantage Business Media October 2014 - Present
Advantage Business Media May 2013 - October 2014
Advantage Business Media November 2006 - July 2013
Reed Business Information 2004 - 2006
123jump.com and Ticker Magazine November 2001 - November 2004
Equinta Corporation November 1999 - November 2001
Ocwen Technology Xchange November 1998 - January 2000
Cendant Corporation / Coldwell Banker February 1996 - November 1998
Cendant Corporation February 1996 - October 1996
Bankers Trust Company September 1992 - February 1996
Skills
Lead Generation, Online Sales, Online Marketing, Sales Management, Print On Demand, Closer, Hunter, Strategy, Advertising, Online Advertising, B2B, Sales, Contract Negotiation, Negotiation, Product Marketing, Account Management, Digital Media, Entrepreneurship, Integrated Marketing, Leadership, Marketing, Management, Selling, Team Building, New Business Development, Marketing Communications
Education
Fordham University - Graduate School of Business Administration 1991 — 1995
Masters, Marketing with a concentration in Finance
Saint Lawrence University 1984 — 1988
BA, Economics
Murray Avenue School
Murray Avenue School
Murray Avenue School
Advantage Business Media October 2014 - Present
Advantage Business Media May 2013 - October 2014
Advantage Business Media November 2006 - July 2013
Reed Business Information 2004 - 2006
123jump.com and Ticker Magazine November 2001 - November 2004
Equinta Corporation November 1999 - November 2001
Ocwen Technology Xchange November 1998 - January 2000
Cendant Corporation / Coldwell Banker February 1996 - November 1998
Cendant Corporation February 1996 - October 1996
Bankers Trust Company September 1992 - February 1996
Skills
Lead Generation, Online Sales, Online Marketing, Sales Management, Print On Demand, Closer, Hunter, Strategy, Advertising, Online Advertising, B2B, Sales, Contract Negotiation, Negotiation, Product Marketing, Account Management, Digital Media, Entrepreneurship, Integrated Marketing, Leadership, Marketing, Management, Selling, Team Building, New Business Development, Marketing Communications
Education
Fordham University - Graduate School of Business Administration 1991 — 1995
Masters, Marketing with a concentration in Finance
Saint Lawrence University 1984 — 1988
BA, Economics
Murray Avenue School
Murray Avenue School
Murray Avenue School
arnim holzer arnim holzer's Bankers Trust Company Experience January 1986 - January 1993
Job Managing Director, ASH Strategy, LLC
Industry Investment Management
Experience
ASH Strategy January 2010 - Present
Right Blend Investing, LLC May 2012 - March 2014
T4 Holdings, LLC January 2010 - December 2011
IDB Bank October 2007 - December 2009
HALOGEN PARTNERS March 2006 - March 2007
Deutsche Asset Management January 1999 - December 2005
Scudder Investments 1999 - 2002
DELTEC ASSET MANAGEMENT CORPORATION January 1997 - January 1999
NEUBERGER and BERMAN January 1993 - January 1997
BANKERS TRUST COMPANY January 1986 - January 1993
Skills
Equities, Portfolio Management, Asset Allocation, Asset Management, Investment Strategies, Investments, Fixed Income, Global Macro, Investment Management, Asset Managment, Mutual Funds, Derivatives, Hedge Funds, Bloomberg, Trading, ETFs, Hedging, Investment Advisory, Tactical Asset..., Financial writing, Finance, Capital Markets, Securities, Emerging Markets, Hedging Strategies, Alternatives, Alternative Investments, Mergers, Infrastructure Investing, ESG Investing, Risk Management
Education
Fordham University 1986 — 1989
M.B.A
Princeton University 1977 — 1981
AB
St. George's School
ASH Strategy January 2010 - Present
Right Blend Investing, LLC May 2012 - March 2014
T4 Holdings, LLC January 2010 - December 2011
IDB Bank October 2007 - December 2009
HALOGEN PARTNERS March 2006 - March 2007
Deutsche Asset Management January 1999 - December 2005
Scudder Investments 1999 - 2002
DELTEC ASSET MANAGEMENT CORPORATION January 1997 - January 1999
NEUBERGER and BERMAN January 1993 - January 1997
BANKERS TRUST COMPANY January 1986 - January 1993
Skills
Equities, Portfolio Management, Asset Allocation, Asset Management, Investment Strategies, Investments, Fixed Income, Global Macro, Investment Management, Asset Managment, Mutual Funds, Derivatives, Hedge Funds, Bloomberg, Trading, ETFs, Hedging, Investment Advisory, Tactical Asset..., Financial writing, Finance, Capital Markets, Securities, Emerging Markets, Hedging Strategies, Alternatives, Alternative Investments, Mergers, Infrastructure Investing, ESG Investing, Risk Management
Education
Fordham University 1986 — 1989
M.B.A
Princeton University 1977 — 1981
AB
St. George's School
Kerry Alberti Kerry Alberti's Bankers Trust Company Experience 1982 - 1988
Job Independent Board Director
Industry Religious Institutions
Experience
Military Community Youth Ministry September 2014 - Present
Ocean Grove Camp Meeting Association October 2011 - Present
Tyndale Theological Seminary May 2011 - Present
Chosen People Ministries 2010 - Present
Young Life September 2008 - November 2011
Consultant to Christian Organizations January 2006 - August 2008
Young Life February 1999 - December 2005
Marine Midland Bank 1993 - 1997
Midland Bank 1988 - 1993
Bankers Trust Company 1982 - 1988
Skills
Fundraising, Investments, Non-profits, Leadership Development, Entrepreneurship, Public Speaking, Community Outreach, Asset Managment, Asset Management, Management, Financial Services, Finance, Theology, Nonprofits, Business Strategy, Strategic Planning, Pastoral Care
Education
Fuller Theological Seminary 1999 — 2005
MAT, Theology
University of Iowa - Henry B. Tippie College of Business 1962 — 1968
BBA, MA, Economics, Business and Management
Military Community Youth Ministry September 2014 - Present
Ocean Grove Camp Meeting Association October 2011 - Present
Tyndale Theological Seminary May 2011 - Present
Chosen People Ministries 2010 - Present
Young Life September 2008 - November 2011
Consultant to Christian Organizations January 2006 - August 2008
Young Life February 1999 - December 2005
Marine Midland Bank 1993 - 1997
Midland Bank 1988 - 1993
Bankers Trust Company 1982 - 1988
Skills
Fundraising, Investments, Non-profits, Leadership Development, Entrepreneurship, Public Speaking, Community Outreach, Asset Managment, Asset Management, Management, Financial Services, Finance, Theology, Nonprofits, Business Strategy, Strategic Planning, Pastoral Care
Education
Fuller Theological Seminary 1999 — 2005
MAT, Theology
University of Iowa - Henry B. Tippie College of Business 1962 — 1968
BBA, MA, Economics, Business and Management
Lisa Crutchfield Lisa Crutchfield's Bankers Trust Company Experience 1990 - 1992
Job Independent Director, Member Board of Directors
Industry Utilities
Experience
Fulton Financial Corporation July 2014 - Present
Unitil Corporation January 2012 - Present
National Grid 2008 - 2011
PECO Energy, Exelon Corporation 2003 - 2008
TIAA-CREF 2000 - 2003
Duke Energy Corporation 1997 - 2000
Pennsylvania Public Utility Commission 1993 - 1997
City of Philadelphia, Water Department 1992 - 1993
Bankers Trust Company 1990 - 1992
Philadelphia National Bank 1985 - 1988
Skills
Strategic Financial..., Financial Analysis, Corporate Finance, Business Strategy, Strategic Thinking, Investor Relations, Sustainability, Commercial Banking, Government Relations, Regulatory Affairs, Risk Management, Compliance Program..., Board of Director..., Mergers & Acquisitions, Strategy, Financial Modeling, Leadership, Strategic Planning, Due Diligence, Energy, Change Management, Public Speaking, Board of Directors, Valuation, Marketing, Investments, Energy Markets, Financial Planning, Management, Program Management, Commodity Markets, Negotiation, Training, Analysis, Accounting, Corporate Development, Renewable Energy, Project Finance, Government, Team Leadership, Executive Management, Management Consulting, Portfolio Management, Finance, Energy Policy, Corporate Governance, Cleantech
Education
Harvard Business School 1988 — 1990
Master of Business Administration (M.B.A.), Finance
Yale University 1981 — 1985
Bachelor of Arts (B.A.), Economics and Political Science
Fulton Financial Corporation July 2014 - Present
Unitil Corporation January 2012 - Present
National Grid 2008 - 2011
PECO Energy, Exelon Corporation 2003 - 2008
TIAA-CREF 2000 - 2003
Duke Energy Corporation 1997 - 2000
Pennsylvania Public Utility Commission 1993 - 1997
City of Philadelphia, Water Department 1992 - 1993
Bankers Trust Company 1990 - 1992
Philadelphia National Bank 1985 - 1988
Skills
Strategic Financial..., Financial Analysis, Corporate Finance, Business Strategy, Strategic Thinking, Investor Relations, Sustainability, Commercial Banking, Government Relations, Regulatory Affairs, Risk Management, Compliance Program..., Board of Director..., Mergers & Acquisitions, Strategy, Financial Modeling, Leadership, Strategic Planning, Due Diligence, Energy, Change Management, Public Speaking, Board of Directors, Valuation, Marketing, Investments, Energy Markets, Financial Planning, Management, Program Management, Commodity Markets, Negotiation, Training, Analysis, Accounting, Corporate Development, Renewable Energy, Project Finance, Government, Team Leadership, Executive Management, Management Consulting, Portfolio Management, Finance, Energy Policy, Corporate Governance, Cleantech
Education
Harvard Business School 1988 — 1990
Master of Business Administration (M.B.A.), Finance
Yale University 1981 — 1985
Bachelor of Arts (B.A.), Economics and Political Science
Christopher E. Miller Christopher E. Miller's Bankers Trust Company Experience October 1989 - February 1996
Job Global Head of Consultant Relations at Black River Asset Management
Industry Investment Management
Experience
Black River Asset Management September 2013 - Present
Credit Suisse Asset Management, LLC September 2010 - September 2012
Citadel Investment Group July 2008 - August 2010
Bear Stearns Asset Management Inc. October 2005 - June 2008
Morgan Stanley Capital International/BARRA January 2001 - September 2005
Fleming Asset Management August 1999 - December 2000
Roanoke Asset Management Corp. February 1996 - August 1999
Bankers Trust Company October 1989 - February 1996
Citibank, NA July 1980 - October 1989
Skills
Hedge Funds, Asset Managment, Alternative Investments, Consultant Relations, Sales, Private Equity, Fixed Income, Equities, Investment Management, Credit, Infrastructure, Commodity Markets, Real Estate, Emerging Markets, Asset Management, Investment Strategies, Investor Relations, Mutual Funds, Portfolio Management, Capital Markets, Investments, Asset Allocation
Education
Hobart and William Smith Colleges 1976 — 1980
Bachelor of Arts (B.A.), Mathematics and Economics
Black River Asset Management September 2013 - Present
Credit Suisse Asset Management, LLC September 2010 - September 2012
Citadel Investment Group July 2008 - August 2010
Bear Stearns Asset Management Inc. October 2005 - June 2008
Morgan Stanley Capital International/BARRA January 2001 - September 2005
Fleming Asset Management August 1999 - December 2000
Roanoke Asset Management Corp. February 1996 - August 1999
Bankers Trust Company October 1989 - February 1996
Citibank, NA July 1980 - October 1989
Skills
Hedge Funds, Asset Managment, Alternative Investments, Consultant Relations, Sales, Private Equity, Fixed Income, Equities, Investment Management, Credit, Infrastructure, Commodity Markets, Real Estate, Emerging Markets, Asset Management, Investment Strategies, Investor Relations, Mutual Funds, Portfolio Management, Capital Markets, Investments, Asset Allocation
Education
Hobart and William Smith Colleges 1976 — 1980
Bachelor of Arts (B.A.), Mathematics and Economics
Diane Malanowski Diane Malanowski's Bankers Trust Company Experience 1990 - 1994
Job VP Human Resources at Ziff Davis, LLC.
Industry Publishing
Experience
Ziff Davis, LLC April 2013 - Present
Consulting October 2011 - February 2013
SchoolNet November 2004 - July 2011
Primedia 2000 - 2004
PwC 1999 - 2000
Thomson Corporation / RIA 1997 - 2000
Bankers Trust Company 1990 - 1994
Skills
Organizational..., Talent Acquisition, Change Management, HRIS, Employee Relations, Total Rewards, Acquisition Integration, Department Budgeting, Performance Management, Human Resources, Strategy, Mergers & Acquisitions, Leadership, Program Management, Deferred Compensation, Cross-functional Team..., SaaS, Vendor Management, Talent Management, Consulting, Executive Management, Start-ups, Management
Education
Fordham University - Graduate School of Business Administration
MBA, Strategic Management
Baruch College, City University of NY
BBA, Industrial and Organizational Psychology
Ziff Davis, LLC April 2013 - Present
Consulting October 2011 - February 2013
SchoolNet November 2004 - July 2011
Primedia 2000 - 2004
PwC 1999 - 2000
Thomson Corporation / RIA 1997 - 2000
Bankers Trust Company 1990 - 1994
Skills
Organizational..., Talent Acquisition, Change Management, HRIS, Employee Relations, Total Rewards, Acquisition Integration, Department Budgeting, Performance Management, Human Resources, Strategy, Mergers & Acquisitions, Leadership, Program Management, Deferred Compensation, Cross-functional Team..., SaaS, Vendor Management, Talent Management, Consulting, Executive Management, Start-ups, Management
Education
Fordham University - Graduate School of Business Administration
MBA, Strategic Management
Baruch College, City University of NY
BBA, Industrial and Organizational Psychology
Frank Guittard Frank Guittard's Bankers Trust Company Experience June 1994 - January 1997
Job Project Manager at Blaze Makoid Architecture
Industry Architecture & Planning
Experience
Blaze Makoid Architecture December 2013 - Present
Space Kit August 2012 - November 2013
Frank Guittard Architecture & Design January 2010 - August 2012
Polshek Partnership October 2008 - January 2010
Slade Architecture June 2008 - October 2008
Office for Metropolitan Architecture May 2005 - May 2006
JPMorgan Chase February 1997 - June 2001
Bankers Trust Company June 1994 - January 1997
Education
Rice University 2003 — 2008
M.Arch., Architecture
Kenyon College 1991 — 1994
B.A., Economics
University of St. Andrews 1990 — 1991
St. George's School 1986 — 1990
Blaze Makoid Architecture December 2013 - Present
Space Kit August 2012 - November 2013
Frank Guittard Architecture & Design January 2010 - August 2012
Polshek Partnership October 2008 - January 2010
Slade Architecture June 2008 - October 2008
Office for Metropolitan Architecture May 2005 - May 2006
JPMorgan Chase February 1997 - June 2001
Bankers Trust Company June 1994 - January 1997
Education
Rice University 2003 — 2008
M.Arch., Architecture
Kenyon College 1991 — 1994
B.A., Economics
University of St. Andrews 1990 — 1991
St. George's School 1986 — 1990
Elsa Perez Elsa Perez's Bankers Trust Company Experience 1981 - 1983
Job Credit Quality Review Internal Audit at BBVA New York
Industry Banking
Experience
BBVA New York January 2012 - Present
CEIS Review Inc., New York August 2009 - January 2012
American Express Bank 1983 - 2001
Bankers Trust Company 1981 - 1983
Education
Pace University - Lubin School of Business
MBA, International Business
Fordham University 1977 — 1980
BS, Finance, Accounting
American Express
Bankers Trust Company
International Portfolio Review Training Program
New York University
Real Estate Financing
BBVA New York January 2012 - Present
CEIS Review Inc., New York August 2009 - January 2012
American Express Bank 1983 - 2001
Bankers Trust Company 1981 - 1983
Education
Pace University - Lubin School of Business
MBA, International Business
Fordham University 1977 — 1980
BS, Finance, Accounting
American Express
Bankers Trust Company
International Portfolio Review Training Program
New York University
Real Estate Financing
Robert Hammer Robert Hammer's Bankers Trust Company Experience 1996 - 1999
Job Co Founder and CIO, Soundwatch Capital LLC
Industry Financial Services
Experience
Soundwatch Capital LLC September 2014 - Present
RBS Markets & International Banking 1999 - July 2013
Bankers Trust Company 1996 - 1999
Societe Generale - Paris 1993 - 1996
Accenture 1988 - 1991
Education
University of Pennsylvania - The Wharton School 1991 — 1993
Master of Business Administration (MBA), Finance
HEC 1992 — 1992
Master of Business Administration (MBA), Exchange Program with Wharton
American University of Paris 1988 — 1988
Exchange Program with University of Delaware
University of Delaware 1983 — 1988
BSBA, Major: Finance Minor: Management Information Systems
Soundwatch Capital LLC September 2014 - Present
RBS Markets & International Banking 1999 - July 2013
Bankers Trust Company 1996 - 1999
Societe Generale - Paris 1993 - 1996
Accenture 1988 - 1991
Education
University of Pennsylvania - The Wharton School 1991 — 1993
Master of Business Administration (MBA), Finance
HEC 1992 — 1992
Master of Business Administration (MBA), Exchange Program with Wharton
American University of Paris 1988 — 1988
Exchange Program with University of Delaware
University of Delaware 1983 — 1988
BSBA, Major: Finance Minor: Management Information Systems
Bethelle M. Desmond Bethelle M. Desmond's Bankers Trust Company Experience 1995 - 1996
Job Director of North American Marketing at Capco
Industry Management Consulting
Experience
Capco June 2014 - Present
The Economist/getAbstract December 2013 - June 2014
PwC September 2011 - May 2012
Satori Consulting May 2011 - September 2011
Accenture January 1997 - January 2000
Metallgesellschaft AG May 1997 - September 1997
Williams Energy January 1997 - May 1997
Bankers Trust Company 1995 - 1996
Louis Dreyfus Commodities 1991 - 1995
Drexel Burnham Lambert 1987 - 1990
Skills
Risk Management, Commodities, Derivatives, Trading, Banking, Change Management, Group Dynamics, Feature Writing, Political Economy, Commodity, Business Planning, Program Management
Education
Fordham University 2002 — 2006
MSW, Psychology
Københavns Universitet 1985 — 1986
East/West Trade Relations, East/West Trade Relations
State University of New York at Albany 1982 — 1986
BA, Political Economy of International Trade
Capco June 2014 - Present
The Economist/getAbstract December 2013 - June 2014
PwC September 2011 - May 2012
Satori Consulting May 2011 - September 2011
Accenture January 1997 - January 2000
Metallgesellschaft AG May 1997 - September 1997
Williams Energy January 1997 - May 1997
Bankers Trust Company 1995 - 1996
Louis Dreyfus Commodities 1991 - 1995
Drexel Burnham Lambert 1987 - 1990
Skills
Risk Management, Commodities, Derivatives, Trading, Banking, Change Management, Group Dynamics, Feature Writing, Political Economy, Commodity, Business Planning, Program Management
Education
Fordham University 2002 — 2006
MSW, Psychology
Københavns Universitet 1985 — 1986
East/West Trade Relations, East/West Trade Relations
State University of New York at Albany 1982 — 1986
BA, Political Economy of International Trade
Shari Neckritz Shari Neckritz's Bankers Trust Company Experience June 1992 - July 2000
Job Executive Vice President at Choice Marketing Group, Inc
Industry Marketing and Advertising
Experience
Choice Marketing Group, Inc 2006 - Present
Deutsche Bank Private Wealth Management June 2000 - December 2006
Bankers Trust Company June 1992 - July 2000
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, Finance and Management
University at Albany, SUNY 1988 — 1992
BA, Communications, Business
Choice Marketing Group, Inc 2006 - Present
Deutsche Bank Private Wealth Management June 2000 - December 2006
Bankers Trust Company June 1992 - July 2000
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, Finance and Management
University at Albany, SUNY 1988 — 1992
BA, Communications, Business
Cynthia Koerner Cynthia Koerner's Bankers Trust Company Experience 1983 - 1985
Job Chief Financial Officer at Young Life
Industry Nonprofit Organization Management
Experience
Young Life September 2011 - Present
InterVarsity Christian Fellowship/USA 2008 - September 2011
InterVarsity Christian Fellowship/USA 2008 - September 2011
Daimler Trucks North America July 2008 - October 2010
Mitsubishi Fuso Truck of America, Inc June 2006 - July 2008
Mitsubishi Fuso Truck of America, Inc 2002 - 2006
Mitsubishi Fuso Truck of America, Inc 1998 - 2002
Bankers Trust Company 1983 - 1985
Skills
Process Improvement, Accounting, Finance, Financial Reporting, Budgets, Strategic Planning, Financial Analysis, Team Building, Change Management, Microsoft Excel, Process Engineering, Auditing
Education
Rutgers University-New Brunswick 1980 — 1984
BA, Economics/Accounting
Fuller Theological Seminary
Master of Arts (M.A.), Theology/Theological Studies
Young Life September 2011 - Present
InterVarsity Christian Fellowship/USA 2008 - September 2011
InterVarsity Christian Fellowship/USA 2008 - September 2011
Daimler Trucks North America July 2008 - October 2010
Mitsubishi Fuso Truck of America, Inc June 2006 - July 2008
Mitsubishi Fuso Truck of America, Inc 2002 - 2006
Mitsubishi Fuso Truck of America, Inc 1998 - 2002
Bankers Trust Company 1983 - 1985
Skills
Process Improvement, Accounting, Finance, Financial Reporting, Budgets, Strategic Planning, Financial Analysis, Team Building, Change Management, Microsoft Excel, Process Engineering, Auditing
Education
Rutgers University-New Brunswick 1980 — 1984
BA, Economics/Accounting
Fuller Theological Seminary
Master of Arts (M.A.), Theology/Theological Studies
Gregg Krowitz's Bankers Trust Company Experience September 1989 - July 1999
Job Chief of Staff at LRN
Industry Information Services
Experience
LRN February 2015 - Present
NYSE Euronext March 2009 - February 2015
NYSE Euronext January 1999 - March 2009
Bankers Trust Company September 1989 - July 1999
Skills
Equities, Stock Exchange, Capital Markets, Structured Products, Trading, Electronic Trading, Securities, Fixed Income, Financial Markets, IPO, Management, International Capital..., Derivatives, Investments, Banking, Financial Services, Trading Systems, Foreign Exchange, Options, Series 7, Investment Banking, Hedge Funds, Corporate Finance, Investor Relations, Cross-border..., Finance, Equity Trading, Venture Capital, Bloomberg, International Business, Tactical Asset..., Market Data
Education
Fordham Gabelli School of Business 1996 — 1999
MBA, finance
University at Albany, SUNY 1985 — 1989
BA
LRN February 2015 - Present
NYSE Euronext March 2009 - February 2015
NYSE Euronext January 1999 - March 2009
Bankers Trust Company September 1989 - July 1999
Skills
Equities, Stock Exchange, Capital Markets, Structured Products, Trading, Electronic Trading, Securities, Fixed Income, Financial Markets, IPO, Management, International Capital..., Derivatives, Investments, Banking, Financial Services, Trading Systems, Foreign Exchange, Options, Series 7, Investment Banking, Hedge Funds, Corporate Finance, Investor Relations, Cross-border..., Finance, Equity Trading, Venture Capital, Bloomberg, International Business, Tactical Asset..., Market Data
Education
Fordham Gabelli School of Business 1996 — 1999
MBA, finance
University at Albany, SUNY 1985 — 1989
BA
Tad Marshall's Bankers Trust Company Experience April 1984 - June 1986
Job Senior Software Engineer, Sustaining at Tableau Software
Industry Computer Software
Experience
Tableau Software November 2013 - Present
10gen January 2012 - August 2013
10gen November 2011 - January 2012
Independent September 2011 - November 2011
WRQ February 1990 - August 2002
Datability Software Systems September 1986 - January 1990
Harvard Business School January 1984 - September 1986
Bankers Trust Company April 1984 - June 1986
Bankers Trust Company December 1981 - April 1984
American Express September 1980 - December 1981
Skills
C++, Linux, Software Development, TCP/IP, JavaScript, MongoDB, Software Engineering, C, Databases, Windows, Distributed Systems, Programming, Operating Systems, Bash, Debugging, Win32 API, Algorithms, Microsoft SQL Server, Open Source, Web Development, Unix, Cloud Computing, Qt
Education
Princeton University 1973 — 2006
No degree, Economics, (previously Electrical Engineering and Computer Science)
Irvington High School (Irvington, New York) 1969 — 1973
High school
Hampshire College 1972 — 1972
NSF Summer Studies in Mathematics of Computers
Tableau Software November 2013 - Present
10gen January 2012 - August 2013
10gen November 2011 - January 2012
Independent September 2011 - November 2011
WRQ February 1990 - August 2002
Datability Software Systems September 1986 - January 1990
Harvard Business School January 1984 - September 1986
Bankers Trust Company April 1984 - June 1986
Bankers Trust Company December 1981 - April 1984
American Express September 1980 - December 1981
Skills
C++, Linux, Software Development, TCP/IP, JavaScript, MongoDB, Software Engineering, C, Databases, Windows, Distributed Systems, Programming, Operating Systems, Bash, Debugging, Win32 API, Algorithms, Microsoft SQL Server, Open Source, Web Development, Unix, Cloud Computing, Qt
Education
Princeton University 1973 — 2006
No degree, Economics, (previously Electrical Engineering and Computer Science)
Irvington High School (Irvington, New York) 1969 — 1973
High school
Hampshire College 1972 — 1972
NSF Summer Studies in Mathematics of Computers
James B Slattery James B Slattery's Bankers Trust Company Experience 1986 - 1992
Job Senior Technology Executive
Industry Publishing
Experience
PR Newswire May 2008 - February 2010
Dow Jones & Company, Inc 1992 - 2005
Bankers Trust Company 1986 - 1992
Financial Technologies International 1986 - 1986
Key Financial Systems 1982 - 1986
St. Clares Hospital and Health Center 1979 - 1981
Skills
Salesforce.com, Recruiting, Software Project..., Budgets, Product Management, Advertising, Strategy, CRM, Leadership, Content Management, Software Development, Team Leadership, Vendor Management, Cloud Computing, SaaS, Management, Change Management, Project Management, Program Management, Strategic Planning, Business Analysis, Managed Services, Strategic Partnerships, Business Intelligence, SDLC, Information Technology, IT Strategy, IT Management, Integration, Enterprise Software, Outsourcing, Enterprise Architecture, Project Portfolio..., Analytics, Disaster Recovery, Agile Project Management, E-commerce, Agile Methodologies, Business Process...
Education
Iona College
MBA, MIS
New York University 1981 — 1982
Diploma Program, Computer Programming
University of Bridgeport 1978 — 1979
BS, Medical Technology
University of Bridgeport 1974 — 1978
BA, Biology
PR Newswire May 2008 - February 2010
Dow Jones & Company, Inc 1992 - 2005
Bankers Trust Company 1986 - 1992
Financial Technologies International 1986 - 1986
Key Financial Systems 1982 - 1986
St. Clares Hospital and Health Center 1979 - 1981
Skills
Salesforce.com, Recruiting, Software Project..., Budgets, Product Management, Advertising, Strategy, CRM, Leadership, Content Management, Software Development, Team Leadership, Vendor Management, Cloud Computing, SaaS, Management, Change Management, Project Management, Program Management, Strategic Planning, Business Analysis, Managed Services, Strategic Partnerships, Business Intelligence, SDLC, Information Technology, IT Strategy, IT Management, Integration, Enterprise Software, Outsourcing, Enterprise Architecture, Project Portfolio..., Analytics, Disaster Recovery, Agile Project Management, E-commerce, Agile Methodologies, Business Process...
Education
Iona College
MBA, MIS
New York University 1981 — 1982
Diploma Program, Computer Programming
University of Bridgeport 1978 — 1979
BS, Medical Technology
University of Bridgeport 1974 — 1978
BA, Biology
Robert Darbee Robert Darbee's Bankers Trust Company Experience 1989 - 1992
Job President at Omni Capital Corporation
Industry Investment Banking
Experience
Omni Capital Corporation 1993 - Present
Bankers Trust Company 1989 - 1992
The Bank of New York Trust Company 1977 - 1989
The Bank of New York 1977 - 1984
Education
Lafayette College
B.S.
New York University - Leonard N. Stern School of Business
MBA
Omni Capital Corporation 1993 - Present
Bankers Trust Company 1989 - 1992
The Bank of New York Trust Company 1977 - 1989
The Bank of New York 1977 - 1984
Education
Lafayette College
B.S.
New York University - Leonard N. Stern School of Business
MBA
MaryAnne Denniston MaryAnne Denniston's Bankers Trust Company Experience 1982 - 1987
Job Principal, The Denniston Group
Industry Staffing and Recruiting
Experience
The Denniston Group 1989 - Present
Handy Associates 1987 - 1989
Bankers Trust Company 1982 - 1987
Peat Marwick Mitchell 1978 - 1982
Booz 1977 - 1978
IBM 1976 - 1977
Skills
Cold Calling, Talent Acquisition, Recruiting, Marketing Strategy
Education
Bronxville High School
Fordham University
Masters
Immaculata College of Washington
The Denniston Group 1989 - Present
Handy Associates 1987 - 1989
Bankers Trust Company 1982 - 1987
Peat Marwick Mitchell 1978 - 1982
Booz 1977 - 1978
IBM 1976 - 1977
Skills
Cold Calling, Talent Acquisition, Recruiting, Marketing Strategy
Education
Bronxville High School
Fordham University
Masters
Immaculata College of Washington
StJohn Wiles StJohn Wiles's Bankers Trust Company Experience February 1998 - September 1999
Job Entrepreneur and Marketing Professional
Industry Marketing and Advertising
Experience
Infora, LLC November 2009 - Present
LiveTechnology Holdings, Inc. March 2007 - November 2009
Mango International, Inc. July 2004 - February 2007
Hotel Express International UK February 2001 - August 2004
Freeplay Energy Group September 1999 - February 2001
Banker's Trust Company February 1998 - September 1999
Skills
Business Development, Invention, Sales Management, Negotiation, Product Marketing, SaaS, Marketing Strategy, Marketing Automation, Account Management, Business Strategy
Education
Hobart and William Smith Colleges 1993 — 1997
BA
The Hill School 1989 — 1993
High School
Infora, LLC November 2009 - Present
LiveTechnology Holdings, Inc. March 2007 - November 2009
Mango International, Inc. July 2004 - February 2007
Hotel Express International UK February 2001 - August 2004
Freeplay Energy Group September 1999 - February 2001
Banker's Trust Company February 1998 - September 1999
Skills
Business Development, Invention, Sales Management, Negotiation, Product Marketing, SaaS, Marketing Strategy, Marketing Automation, Account Management, Business Strategy
Education
Hobart and William Smith Colleges 1993 — 1997
BA
The Hill School 1989 — 1993
High School
Carl Roark's Bankers Trust Company Experience 1980 - 1997
Job Member of the Board of Directors at Landfall Counsel of Associations
Industry Financial Services
Experience
Deutsche Bank Member of the Board of DirectorsLandfall Counsel of AssociationsMarch 2015 - Present
Wilmington Executives Club 2014 - Present
Iron Gate Partners 2013 - Present
Landfall Foundation 2012 - Present
Deutsche Bank 1997 - 2008
Deutsche Bank 1997 - 2008
Bankers Trust Company 1980 - 1997
Citibank 1972 - 1980
Skills
Hedge Funds, Equities, Fixed Income, Capital Markets, Derivatives, Alternative Investments, Investments, Wealth Management, Investment Banking, Structured Products, Securities, Structured Finance, Private Banking, Asset Management, FX Options, Credit Derivatives, Emerging Markets, Equity Derivatives, Bonds
Education
Indiana University Bloomington
Bachelor's degree, MBA, Economics, Finance & Marketing
Deutsche Bank Member of the Board of DirectorsLandfall Counsel of AssociationsMarch 2015 - Present
Wilmington Executives Club 2014 - Present
Iron Gate Partners 2013 - Present
Landfall Foundation 2012 - Present
Deutsche Bank 1997 - 2008
Deutsche Bank 1997 - 2008
Bankers Trust Company 1980 - 1997
Citibank 1972 - 1980
Skills
Hedge Funds, Equities, Fixed Income, Capital Markets, Derivatives, Alternative Investments, Investments, Wealth Management, Investment Banking, Structured Products, Securities, Structured Finance, Private Banking, Asset Management, FX Options, Credit Derivatives, Emerging Markets, Equity Derivatives, Bonds
Education
Indiana University Bloomington
Bachelor's degree, MBA, Economics, Finance & Marketing
Robert Corcoran Robert Corcoran's Bankers Trust Company Experience 1996 - 1997
Job Senior Vice President Portfolio Manager at Nikko Asset Management Americas, Inc.
Industry Investment Management
Experience
Nikko Asset Management Americas, Inc. March 2002 - Present
CDC Investment Management 1997 - 2002
Bankers Trust Company 1996 - 1997
Ernst & Young 1995 - 1996
Bloomberg 1994 - 1995
Skills
Bloomberg, Hedge Funds, Fixed Income, Foreign Exchange..., Alternative Investments, Asset Managment, Portfolio Management, Trading, Investments, Derivatives, Financial Markets, Asset Allocation, Global Macro, Foreign Exchange
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
Master of Business Administration (M.B.A.), Finance
William Paterson University of New Jersey 1989 — 1993
Bachelor of Science (BS), Finance, General
Nikko Asset Management Americas, Inc. March 2002 - Present
CDC Investment Management 1997 - 2002
Bankers Trust Company 1996 - 1997
Ernst & Young 1995 - 1996
Bloomberg 1994 - 1995
Skills
Bloomberg, Hedge Funds, Fixed Income, Foreign Exchange..., Alternative Investments, Asset Managment, Portfolio Management, Trading, Investments, Derivatives, Financial Markets, Asset Allocation, Global Macro, Foreign Exchange
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
Master of Business Administration (M.B.A.), Finance
William Paterson University of New Jersey 1989 — 1993
Bachelor of Science (BS), Finance, General
David MacWilliams's Bankers Trust Company Experience 1989 - 1991
Job Regional Director, Human Resources at McGladrey
Industry Accounting
Experience
McGladrey, LLP May 2012 - Present
Bridgewater Associates January 2011 - October 2011
RBS Sempra Commodities March 2008 - August 2010
RBS Greenwich Capital 1997 - 2008
Moody's Investors Services 1991 - 1997
Bankers Trust Company 1989 - 1991
Shearson Lehman Brothers 1987 - 1989
Skills
Deferred Compensation, Employee Benefits, Payroll, Management, Asset Managment, Talent Management, Talent Acquisition, Succession Planning, HRIS, Employee Engagement, Human Resources, Performance Management, Change Management, Policy
Education
Loyola University Chicago
MS, Labor and Industrial Relations
University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.), English
McGladrey, LLP May 2012 - Present
Bridgewater Associates January 2011 - October 2011
RBS Sempra Commodities March 2008 - August 2010
RBS Greenwich Capital 1997 - 2008
Moody's Investors Services 1991 - 1997
Bankers Trust Company 1989 - 1991
Shearson Lehman Brothers 1987 - 1989
Skills
Deferred Compensation, Employee Benefits, Payroll, Management, Asset Managment, Talent Management, Talent Acquisition, Succession Planning, HRIS, Employee Engagement, Human Resources, Performance Management, Change Management, Policy
Education
Loyola University Chicago
MS, Labor and Industrial Relations
University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.), English
Jon Sandler's Bankers Trust Company Experience September 1986 - June 1989
Job Founding Managing Director, IndUS Growth Partners
Industry Venture Capital & Private Equity
Experience
Decision Resources Group June 2012 - Present
PIRAMAL IMAGING LIMITED June 2012 - Present
BlueBird Aero Systems Ltd. January 2012 - Present
IndUS Growth Partners January 2011 - Present
FInvest LLC November 2010 - January 2011
Kessler Capital Holdings September 2007 - October 2010
Kessler Financial Services August 1994 - October 2010
The MAC Group September 1991 - July 1994
Bankers Trust Company September 1986 - June 1989
Skills
Strategic Partnerships, Business Development, Corporate Development, Venture Capital, Strategic Planning, Business Strategy, Marketing Strategy, Credit Cards, Financial Services, Customer Acquisition, Payments, Mergers, Start-ups, Capital Formation, Payment Card Processing, Strategic Alliances, Market Entry, Electronic Payments, Mergers & Acquisitions, Management Consulting, Investments, Portfolio Management, Entrepreneurship, Management, Strategy
Education
Harvard Business School 1989 — 1991
MBA
Harvard University 1982 — 1986
BA, America History
Decision Resources Group June 2012 - Present
PIRAMAL IMAGING LIMITED June 2012 - Present
BlueBird Aero Systems Ltd. January 2012 - Present
IndUS Growth Partners January 2011 - Present
FInvest LLC November 2010 - January 2011
Kessler Capital Holdings September 2007 - October 2010
Kessler Financial Services August 1994 - October 2010
The MAC Group September 1991 - July 1994
Bankers Trust Company September 1986 - June 1989
Skills
Strategic Partnerships, Business Development, Corporate Development, Venture Capital, Strategic Planning, Business Strategy, Marketing Strategy, Credit Cards, Financial Services, Customer Acquisition, Payments, Mergers, Start-ups, Capital Formation, Payment Card Processing, Strategic Alliances, Market Entry, Electronic Payments, Mergers & Acquisitions, Management Consulting, Investments, Portfolio Management, Entrepreneurship, Management, Strategy
Education
Harvard Business School 1989 — 1991
MBA
Harvard University 1982 — 1986
BA, America History
Paul Pento Paul Pento's Bankers Trust Company Experience March 1989 - 1995
Job Senior Vice President, Treasury Management Services Healthcare
Industry Banking
Experience
Wells Fargo Bank June 2000 - Present
Bank of America 1995 - 2000
Bankers Trust Company March 1989 - 1995
Skills
Treasury Services, Cash Management, Treasury Management, Payments, Banking, Commercial Banking, Financial Risk, Financial Services, Loans, Commercial Lending
Education
Ithaca College 1983 — 1987
BS, Business Management
Memorial school
Wells Fargo Bank June 2000 - Present
Bank of America 1995 - 2000
Bankers Trust Company March 1989 - 1995
Skills
Treasury Services, Cash Management, Treasury Management, Payments, Banking, Commercial Banking, Financial Risk, Financial Services, Loans, Commercial Lending
Education
Ithaca College 1983 — 1987
BS, Business Management
Memorial school
Eric Bosch Eric Bosch's Bankers Trust Company Experience 1986 - 1988
Job Owner, Bosch & Associates, LLC
Industry Staffing and Recruiting
Experience
Bosch & Associates, LLC November 1996 - Present
Citizens Communications Company 1989 - 1991
The New York Times 1988 - 1991
Banker's Trust Company 1986 - 1988
Skills
Recruiting, Leadership, Human Resources, Strategy, Marketing Strategy, CRM, Sales Management, Business Strategy, Sales, Marketing, Business Development, Organizational..., Telecommunications, New Business Development, Business Planning, Team Building, Account Management, Market Research, Training
Education
Hartwick College 1973 — 1977
BA, Econonics & Fine Art - Double Major
Bosch & Associates, LLC November 1996 - Present
Citizens Communications Company 1989 - 1991
The New York Times 1988 - 1991
Banker's Trust Company 1986 - 1988
Skills
Recruiting, Leadership, Human Resources, Strategy, Marketing Strategy, CRM, Sales Management, Business Strategy, Sales, Marketing, Business Development, Organizational..., Telecommunications, New Business Development, Business Planning, Team Building, Account Management, Market Research, Training
Education
Hartwick College 1973 — 1977
BA, Econonics & Fine Art - Double Major
Bill Fornaro Bill Fornaro's Bankers Trust Company Experience 1981 - 1983
Job billing coordinator at Epstein Becker Green PC
Industry Accounting
Experience
Epstein Becker & Green PC February 2008 - Present
Proskauer Rose LLP March 2005 - December 2007
Clifford Chance US LLP 1994 - 2005
Shea and Gould October 1989 - April 1994
Long Island Savings Bank 1987 - 1989
Atlantic Bank of New York August 1985 - June 1987
Nationar 1983 - 1985
Bankers Trust Company 1981 - 1983
Skills
Word, Elite, Administration, Administrative Support, Outlook, PowerPoint, Administrative..., Microsoft Word, System Administration, Microsoft Excel, Fire Safety, Firefighting, Accounts Payable, Auditing, Microsoft Office, Accounts Receivable, Finance, Budgets, Invoicing, Training, Process Improvement, QuickBooks, Analysis, Account Reconciliation, Management, Financial Services, Legal Compliance, Access, Payroll, Banking, General Ledger, Client Billing, Tax, Litigation Support, accounting, Timeslips, Mergers & Acquisitions, SEC filings, Accounting, Tax Law, Due Diligence, Financial Reporting, Wordperfect, Corporate Governance, Corporate Law, Bankruptcy, Notary Public, Document Review, Corporate Finance, Sarbanes-Oxley Act
Education
Saint John's University 1968 — 1971
BS, accounting
Marist College 1967 — 1968
Saint Francis Preparatory 1963 — 1967
Epstein Becker & Green PC February 2008 - Present
Proskauer Rose LLP March 2005 - December 2007
Clifford Chance US LLP 1994 - 2005
Shea and Gould October 1989 - April 1994
Long Island Savings Bank 1987 - 1989
Atlantic Bank of New York August 1985 - June 1987
Nationar 1983 - 1985
Bankers Trust Company 1981 - 1983
Skills
Word, Elite, Administration, Administrative Support, Outlook, PowerPoint, Administrative..., Microsoft Word, System Administration, Microsoft Excel, Fire Safety, Firefighting, Accounts Payable, Auditing, Microsoft Office, Accounts Receivable, Finance, Budgets, Invoicing, Training, Process Improvement, QuickBooks, Analysis, Account Reconciliation, Management, Financial Services, Legal Compliance, Access, Payroll, Banking, General Ledger, Client Billing, Tax, Litigation Support, accounting, Timeslips, Mergers & Acquisitions, SEC filings, Accounting, Tax Law, Due Diligence, Financial Reporting, Wordperfect, Corporate Governance, Corporate Law, Bankruptcy, Notary Public, Document Review, Corporate Finance, Sarbanes-Oxley Act
Education
Saint John's University 1968 — 1971
BS, accounting
Marist College 1967 — 1968
Saint Francis Preparatory 1963 — 1967
Robert J Stearns Robert J Stearns's Bankers Trust Company Experience September 1987 - March 1995
Job Licensed Real Estate Salesperson, Halstead Property
Industry Real Estate
Experience
Halstead Property June 2014 - Present
Source Financial Advisors, LLC May 2013 - March 2014
Private Advisor October 2011 - April 2013
BNY Mellon April 2011 - September 2011
Morgan Stanley Wealth Management March 2007 - March 2010
AXA Advisors March 2006 - March 2007
Barrett Associates, Inc. January 2005 - October 2005
Morgan Stanley Investment Management March 1995 - October 2003
Bankers Trust Company September 1987 - March 1995
Skills
Real Estate, Real Estate Transactions, Real Estate Economics, Portfolio Management, Investments, Wealth Management, Mutual Funds, Strategy, Investment Management, Finance, Investment Strategies, Equities, Fixed Income, Financial Markets, Risk Management, Valuation, Financial Risk, Financial Services, Insurance, Securities, Financial Advisory, Asset Allocation, Trading, Asset Management, Investment Properties, Sales, Alternative Investments, Marketing
Education
Fordham Gabelli School of Business 1991 — 1994
MBA, Finance
The College of Wooster 1983 — 1987
BA, Economics
Halstead Property June 2014 - Present
Source Financial Advisors, LLC May 2013 - March 2014
Private Advisor October 2011 - April 2013
BNY Mellon April 2011 - September 2011
Morgan Stanley Wealth Management March 2007 - March 2010
AXA Advisors March 2006 - March 2007
Barrett Associates, Inc. January 2005 - October 2005
Morgan Stanley Investment Management March 1995 - October 2003
Bankers Trust Company September 1987 - March 1995
Skills
Real Estate, Real Estate Transactions, Real Estate Economics, Portfolio Management, Investments, Wealth Management, Mutual Funds, Strategy, Investment Management, Finance, Investment Strategies, Equities, Fixed Income, Financial Markets, Risk Management, Valuation, Financial Risk, Financial Services, Insurance, Securities, Financial Advisory, Asset Allocation, Trading, Asset Management, Investment Properties, Sales, Alternative Investments, Marketing
Education
Fordham Gabelli School of Business 1991 — 1994
MBA, Finance
The College of Wooster 1983 — 1987
BA, Economics
Rita Mitjans Rita Mitjans's Bankers Trust Company Experience February 1997 - April 1999
Job Chief Diversity & Corporate Social Responsibility Officer at ADP
Industry Human Resources
Experience
ADP March 2013 - Present
ADP June 2009 - March 2013
ADP TotalSource September 2007 - June 2009
ADP TotalSource April 2002 - September 2007
ADP TotalSource May 2000 - April 2005
Deutsche Bank, Global Institutional Services April 1999 - May 2000
Bankers Trust Company February 1997 - April 1999
Bankers Trust Co./Corporate Trust 1992 - 1997
Bankers Trust Co./Corporate Trust 1991 - 1992
Bankers Trust Co./Corporate Trust July 1990 - September 1991
Skills
Employee Benefits, Strategic Planning, Competitive Analysis, Contract Negotiation, Marketing, Product Development, Investor Relations, System Administration, Product Management, Pricing Strategy, BPO, SaaS, Talent Management, Strategic Partnerships, Lead Generation, B2B, Thought Leadership, Product Marketing, Mergers & Acquisitions, Benefits Administration, Sales Process, Cold Calling, Leadership, New Business Development, Business Development, Salesforce.com, Analysis, Strategy, Cross-functional Team..., Enterprise Software, Outsourcing, Solution Selling, Account Management, CRM, Sales, Budgets, Human Resources, Management, Recruiting, Customer Retention, Training, Market Research, Business Planning, Digital Marketing, Diversity & Inclusion, Corporate Social..., Diversity Program..., Executive Management, Marketing Strategy, Go-to-market Strategy
Education
Harvard Business School 1988 — 1990
MBA
Saint John's University - Peter J. Tobin College of Business 1980 — 1983
B.S.
ADP March 2013 - Present
ADP June 2009 - March 2013
ADP TotalSource September 2007 - June 2009
ADP TotalSource April 2002 - September 2007
ADP TotalSource May 2000 - April 2005
Deutsche Bank, Global Institutional Services April 1999 - May 2000
Bankers Trust Company February 1997 - April 1999
Bankers Trust Co./Corporate Trust 1992 - 1997
Bankers Trust Co./Corporate Trust 1991 - 1992
Bankers Trust Co./Corporate Trust July 1990 - September 1991
Skills
Employee Benefits, Strategic Planning, Competitive Analysis, Contract Negotiation, Marketing, Product Development, Investor Relations, System Administration, Product Management, Pricing Strategy, BPO, SaaS, Talent Management, Strategic Partnerships, Lead Generation, B2B, Thought Leadership, Product Marketing, Mergers & Acquisitions, Benefits Administration, Sales Process, Cold Calling, Leadership, New Business Development, Business Development, Salesforce.com, Analysis, Strategy, Cross-functional Team..., Enterprise Software, Outsourcing, Solution Selling, Account Management, CRM, Sales, Budgets, Human Resources, Management, Recruiting, Customer Retention, Training, Market Research, Business Planning, Digital Marketing, Diversity & Inclusion, Corporate Social..., Diversity Program..., Executive Management, Marketing Strategy, Go-to-market Strategy
Education
Harvard Business School 1988 — 1990
MBA
Saint John's University - Peter J. Tobin College of Business 1980 — 1983
B.S.
Vicky McAndrews's Bankers Trust Company Experience 1981 - 1984
Job Owner, CMD Outsourcing Solutions, Inc.
Industry Outsourcing/Offshoring
Experience
CMD Investment Group, Inc. March 1999 - Present
The Eager Street Group 1999 - 2003
National Credit Management Corporation 1992 - 1998
Executive Sounding Board, LTD 1987 - 1992
Texian Inns 1984 - 1987
Bankers Trust Company 1981 - 1984
Chemical Bank 1978 - 1981
Skills
Project Management, Leadership, Strategic Planning, Call Centers, Management, Outsourcing, Customer Service, Entrepreneurship, Public Speaking, Management Consulting, Marketing, Mergers, Business Strategy, New Business Development, Finance, Business Development, Strategy, Executive Management, Strategic Partnerships
Education
Harvard University 1974 — 1978
BA, Slavic Languages and Literature
CMD Investment Group, Inc. March 1999 - Present
The Eager Street Group 1999 - 2003
National Credit Management Corporation 1992 - 1998
Executive Sounding Board, LTD 1987 - 1992
Texian Inns 1984 - 1987
Bankers Trust Company 1981 - 1984
Chemical Bank 1978 - 1981
Skills
Project Management, Leadership, Strategic Planning, Call Centers, Management, Outsourcing, Customer Service, Entrepreneurship, Public Speaking, Management Consulting, Marketing, Mergers, Business Strategy, New Business Development, Finance, Business Development, Strategy, Executive Management, Strategic Partnerships
Education
Harvard University 1974 — 1978
BA, Slavic Languages and Literature
Karen Jagernauth Webb's Bankers Trust Company Experience December 1993 - July 1999
Job Misys Independent Consultant Project Manager/Business Analyst
Industry Information Technology and Services
Experience
Misys June 2013 - October 2014
Misys Limited June 2009 - August 2012
Misys International Banking Systems May 2000 - May 2009
Deutsche Bank July 1999 - May 2000
Bankers Trust Company December 1993 - July 1999
Chase Manhattan Bank March 1990 - December 1993
Skills
Relationship Management, Customer Satisfaction, Salesforce.com, Project Management, Business Requirements, Summit, CRM, Financial Markets, Requirements Analysis, Business Development, Financial Services, Strategy, Management, Integration, Software Project..., Portfolio Management, PMO, User Acceptance Testing, Solution Selling, Outsourcing, Business Process..., Project Delivery, Vendor Management, IT Strategy, Business Analysis, SDLC
Education
Villanova University 2013 — 2014
Master Certificate in Applied Project Management
Kean University
Bachelor of Science (B.S.), Accounting
Misys June 2013 - October 2014
Misys Limited June 2009 - August 2012
Misys International Banking Systems May 2000 - May 2009
Deutsche Bank July 1999 - May 2000
Bankers Trust Company December 1993 - July 1999
Chase Manhattan Bank March 1990 - December 1993
Skills
Relationship Management, Customer Satisfaction, Salesforce.com, Project Management, Business Requirements, Summit, CRM, Financial Markets, Requirements Analysis, Business Development, Financial Services, Strategy, Management, Integration, Software Project..., Portfolio Management, PMO, User Acceptance Testing, Solution Selling, Outsourcing, Business Process..., Project Delivery, Vendor Management, IT Strategy, Business Analysis, SDLC
Education
Villanova University 2013 — 2014
Master Certificate in Applied Project Management
Kean University
Bachelor of Science (B.S.), Accounting
Bar Littlefield Bar Littlefield's Bankers Trust Company Experience August 1982 - June 1986
Job Chief Financial Officer at Poseidon Water
Industry Executive Office
Experience
Poseidon Water August 2014 - Present
Poseidon Water July 2013 - August 2014
Drax Biomass International Inc. January 2012 - May 2013
Vercipia Biofuels March 2009 - October 2010
Verenium Corporation October 2006 - February 2009
Intergen January 1994 - December 2002
J. Makowski Co. January 1990 - December 1993
Bankers Trust Company August 1982 - June 1986
Skills
Strategy, Corporate Finance, Management, Entrepreneurship, Due Diligence, Joint Ventures, Mergers, Leadership, Project Finance, Venture Capital, Negotiation, Mergers & Acquisitions, Energy, Finance, Corporate Development, Executive Management, Start-ups
Education
Harvard Business School 1986 — 1988
MBA, General Management, Finance
Georgetown University 1977 — 1980
BA, Economics
St George's School
Poseidon Water August 2014 - Present
Poseidon Water July 2013 - August 2014
Drax Biomass International Inc. January 2012 - May 2013
Vercipia Biofuels March 2009 - October 2010
Verenium Corporation October 2006 - February 2009
Intergen January 1994 - December 2002
J. Makowski Co. January 1990 - December 1993
Bankers Trust Company August 1982 - June 1986
Skills
Strategy, Corporate Finance, Management, Entrepreneurship, Due Diligence, Joint Ventures, Mergers, Leadership, Project Finance, Venture Capital, Negotiation, Mergers & Acquisitions, Energy, Finance, Corporate Development, Executive Management, Start-ups
Education
Harvard Business School 1986 — 1988
MBA, General Management, Finance
Georgetown University 1977 — 1980
BA, Economics
St George's School
Susan Merz Susan Merz's Bankers Trust Company Experience 1983 - 1987
Job BioSciences Department Staff Rice University
Industry Higher Education
Experience
Rice University March 2013 - Present
Equity Office Properties Trust 1998 - 2000
The John Buck Company 1993 - 1998
Jones Lang LaSalle 1992 - 1993
Jones Lang LaSalle 1988 - 1992
Banker's Trust Company 1983 - 1987
InterFirst Bank Dallas, N.A. 1980 - 1983
Skills
Asset Managment, Real Estate, Leases, Portfolio Management, Credit, Loans, Strategic Planning, Leadership, Program Management, Facilities Management, New Business Development, Disposition, Risk Management, Capital Markets, Fundraising, Asset Management, Management, Banking
Education
Southern Methodist University - Cox School of Business 1987 — 1988
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1977 — 1980
BBA, Finance/Marketing
Georgetown University 1976 — 1977
School of Foreign Service
Rice University March 2013 - Present
Equity Office Properties Trust 1998 - 2000
The John Buck Company 1993 - 1998
Jones Lang LaSalle 1992 - 1993
Jones Lang LaSalle 1988 - 1992
Banker's Trust Company 1983 - 1987
InterFirst Bank Dallas, N.A. 1980 - 1983
Skills
Asset Managment, Real Estate, Leases, Portfolio Management, Credit, Loans, Strategic Planning, Leadership, Program Management, Facilities Management, New Business Development, Disposition, Risk Management, Capital Markets, Fundraising, Asset Management, Management, Banking
Education
Southern Methodist University - Cox School of Business 1987 — 1988
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1977 — 1980
BBA, Finance/Marketing
Georgetown University 1976 — 1977
School of Foreign Service
Justice B. Jackson Justice B. Jackson's Bankers Trust Company Experience August 2005 - April 2007
Job IT Professional
Industry Computer Hardware
Experience
Haddock Computer September 2013 - August 2014
Wells Fargo Home Mortgage January 2012 - April 2013
Midwest Professional Staffing/MetLife October 2011 - January 2012
Legends Heating and Cooling November 2010 - March 2011
AT&T Mobility August 2009 - November 2010
Bankers Trust Company August 2005 - April 2007
Wells Fargo CCG January 2000 - January 2005
Skills
Customer Satisfaction, Sales Management, Sales Operations, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Digital Photography, Portrait Photography, Banking, Business Development, Sales, Marketing, Self-starter, Call Centers
Education
William Penn University 2003 — 2007
BA, Business Management
William Penn University 2003 — 2007
Bachelor of Arts (B.A.), Business Administration and Management, General
Kaplan University 2001 — 2002
William Penn University, Business Administration and Management, General
Haddock Computer September 2013 - August 2014
Wells Fargo Home Mortgage January 2012 - April 2013
Midwest Professional Staffing/MetLife October 2011 - January 2012
Legends Heating and Cooling November 2010 - March 2011
AT&T Mobility August 2009 - November 2010
Bankers Trust Company August 2005 - April 2007
Wells Fargo CCG January 2000 - January 2005
Skills
Customer Satisfaction, Sales Management, Sales Operations, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Digital Photography, Portrait Photography, Banking, Business Development, Sales, Marketing, Self-starter, Call Centers
Education
William Penn University 2003 — 2007
BA, Business Management
William Penn University 2003 — 2007
Bachelor of Arts (B.A.), Business Administration and Management, General
Kaplan University 2001 — 2002
William Penn University, Business Administration and Management, General
Linda Armstrong Linda Armstrong's Bankers Trust Company Experience June 1981 - January 1986
Job Founder Executive Director at Dress for Success Luzerne County
Industry Nonprofit Organization Management
Experience
Dress for Success Luzerne County January 2010 - Present
Keystone Automotive Operations August 2008 - November 2010
Greater Pittston YMCA June 2006 - May 2007
Sumitomo Trust & Banking Company (USA) April 2002 - February 2007
Prudential Securities, Inc January 1990 - March 2002
Gruntal & Company November 1987 - January 1990
Financial Clearing & Services September 1986 - November 1987
Bankers Trust Company June 1981 - January 1986
Skills
Negotiation, Budgets, Customer Service, Microsoft Office, Human Resources, Operations Management, Strategic Planning, Training, Team Building, Process Improvement, Customer Satisfaction, Access, Project Management, Management, Coaching, Microsoft Word, Marketing Strategy, Sales Management, Contract Negotiation, Retail, Account Management, Business Planning, Organizational..., Sales, Public Speaking, Nonprofits, Microsoft Excel, Business Strategy, Marketing, Software Documentation, Leadership, New Business Development, Change Management, Team Leadership, Social Media, Event Planning, Fundraising, Mergers & Acquisitions, Social Networking, Program Management, Policy, Leadership Development, Payroll, Analysis, Strategy, Start-ups, Employee Relations, Project Planning, Marketing Communications, Banking
Education
King's College 2008 — 2010
Certificate, Economics
Dress for Success Luzerne County January 2010 - Present
Keystone Automotive Operations August 2008 - November 2010
Greater Pittston YMCA June 2006 - May 2007
Sumitomo Trust & Banking Company (USA) April 2002 - February 2007
Prudential Securities, Inc January 1990 - March 2002
Gruntal & Company November 1987 - January 1990
Financial Clearing & Services September 1986 - November 1987
Bankers Trust Company June 1981 - January 1986
Skills
Negotiation, Budgets, Customer Service, Microsoft Office, Human Resources, Operations Management, Strategic Planning, Training, Team Building, Process Improvement, Customer Satisfaction, Access, Project Management, Management, Coaching, Microsoft Word, Marketing Strategy, Sales Management, Contract Negotiation, Retail, Account Management, Business Planning, Organizational..., Sales, Public Speaking, Nonprofits, Microsoft Excel, Business Strategy, Marketing, Software Documentation, Leadership, New Business Development, Change Management, Team Leadership, Social Media, Event Planning, Fundraising, Mergers & Acquisitions, Social Networking, Program Management, Policy, Leadership Development, Payroll, Analysis, Strategy, Start-ups, Employee Relations, Project Planning, Marketing Communications, Banking
Education
King's College 2008 — 2010
Certificate, Economics
Mary K. Bush Mary K. Bush's Bankers Trust Company Experience 1976 - 1982
Job Chairman & Founder of Bush International, LLC
Industry Capital Markets
Experience
Brock Capital Group, LLC 2010 - Present
Bush International, LLC 1991 - Present
Federal Home Loan Bank System 1989 - 1991
Federal National Mortgage Association (Fannie Mae) 1988 - 1989
International Monetary Fund 1984 - 1988
United States Treasury Department 1982 - 1984
Bankers Trust Company 1976 - 1982
Citibank 1973 - 1976
The Chase Manhattan Bank 1971 - 1973
Skills
Strategic Planning, Mergers, Corporate Finance, Policy, Business Strategy, Economics, Credit, Private Equity, Venture Capital, Finance, Mergers & Acquisitions, Banking, Financial Modeling, Capital Markets, Emerging Markets, Financial Analysis, Hedge Funds, Mortgage Lending, Restructuring, Mutual Funds, Leadership, Due Diligence, Investment Banking, Securities, Management, Entrepreneurship, Government, Loans, Public Speaking, Valuation, Start-ups, Corporate Governance, Corporate Law, Auditing
Education
Fisk University
Bachelors, Economics & Political Science
The University of Chicago
MBA, Finance
Brock Capital Group, LLC 2010 - Present
Bush International, LLC 1991 - Present
Federal Home Loan Bank System 1989 - 1991
Federal National Mortgage Association (Fannie Mae) 1988 - 1989
International Monetary Fund 1984 - 1988
United States Treasury Department 1982 - 1984
Bankers Trust Company 1976 - 1982
Citibank 1973 - 1976
The Chase Manhattan Bank 1971 - 1973
Skills
Strategic Planning, Mergers, Corporate Finance, Policy, Business Strategy, Economics, Credit, Private Equity, Venture Capital, Finance, Mergers & Acquisitions, Banking, Financial Modeling, Capital Markets, Emerging Markets, Financial Analysis, Hedge Funds, Mortgage Lending, Restructuring, Mutual Funds, Leadership, Due Diligence, Investment Banking, Securities, Management, Entrepreneurship, Government, Loans, Public Speaking, Valuation, Start-ups, Corporate Governance, Corporate Law, Auditing
Education
Fisk University
Bachelors, Economics & Political Science
The University of Chicago
MBA, Finance
mark broomfield's Bankers Trust Company Experience November 1982 - January 1995
Job Managment Consultant at ForwardThink Group
Industry Management Consulting
Experience
Perficient (ForwardThinkGroup) August 2009 - Present
EMC/BusinessEdge March 2005 - August 2009
EMC Global Profesional Services (formerly BusinessEdge Solutions, Inc.) 2007 - 2009
EMC Consulting, Business Consulting Practice (formerly BusinessEdge) 2007 - 2009
EMC 2007 - 2009
EMC Consulting (formerly BusinessEdge Solutions) 2005 - 2009
Citibank August 2001 - May 2005
AIG July 1998 - April 2001
Citibank January 1995 - July 1998
Bankers Trust Company November 1982 - January 1995
Skills
Business Analysis, Financial Services, PMO, Process Improvement, IT Management, Management, Strategy, Business Process..., Consulting, Operations Management, Banking, IT Strategy, Executive Management, Management Consulting, Risk Management, SDLC
Education
Fordham Gabelli School of Business 1977 — 1980
MBA, Finance
Union College 1973 — 1977
BS, Industrial Econmics and Engineering
Perficient (ForwardThinkGroup) August 2009 - Present
EMC/BusinessEdge March 2005 - August 2009
EMC Global Profesional Services (formerly BusinessEdge Solutions, Inc.) 2007 - 2009
EMC Consulting, Business Consulting Practice (formerly BusinessEdge) 2007 - 2009
EMC 2007 - 2009
EMC Consulting (formerly BusinessEdge Solutions) 2005 - 2009
Citibank August 2001 - May 2005
AIG July 1998 - April 2001
Citibank January 1995 - July 1998
Bankers Trust Company November 1982 - January 1995
Skills
Business Analysis, Financial Services, PMO, Process Improvement, IT Management, Management, Strategy, Business Process..., Consulting, Operations Management, Banking, IT Strategy, Executive Management, Management Consulting, Risk Management, SDLC
Education
Fordham Gabelli School of Business 1977 — 1980
MBA, Finance
Union College 1973 — 1977
BS, Industrial Econmics and Engineering
Benjamin Riensche Benjamin Riensche's Bankers Trust Company Experience 1984 - 1985
Job Owner & Manager, Blue Diamond Farming Company
Industry Farming
Experience
Blue Diamond Farming Company 1993 - Present
UBS (previously Swiss Bank Corporation) 1987 - 1993
Wells Fargo (previously Norwest) 1985 - 1987
Bankers Trust Company 1984 - 1985
Skills
Agriculture, Agribusiness, Farms, Agronomy, Strategic Planning, Business Strategy, Investments, Business Development, Negotiation, Marketing Strategy, Capital Markets, Mergers, Leadership, Financial Analysis, Management Consulting
Education
The University of Chicago 1987 — 1989
M.B.A., Finance, International Business
Iowa State University 1979 — 1984
B.S., Agriculture Business
Blue Diamond Farming Company 1993 - Present
UBS (previously Swiss Bank Corporation) 1987 - 1993
Wells Fargo (previously Norwest) 1985 - 1987
Bankers Trust Company 1984 - 1985
Skills
Agriculture, Agribusiness, Farms, Agronomy, Strategic Planning, Business Strategy, Investments, Business Development, Negotiation, Marketing Strategy, Capital Markets, Mergers, Leadership, Financial Analysis, Management Consulting
Education
The University of Chicago 1987 — 1989
M.B.A., Finance, International Business
Iowa State University 1979 — 1984
B.S., Agriculture Business
Manfred Ernst Manfred Ernst's Bankers Trust Company Experience February 1981 - August 1990
Job Executive Chairman of the Board at Fieldstone
Industry Oil & Energy
Experience
Fieldstone Private Capital Group, Inc. August 1990 - Present
Bankers Trust Company February 1981 - August 1990
Georgetown University 1978 - 1980
College of William and Mary 1977 - 1978
Education
Tulane University 1971 — 1976
M.A. and Ph.D., International Relations
Knox College 1969 — 1971
B.A., International Relations
Freie Universität Berlin 1967 — 1969
Fieldstone Private Capital Group, Inc. August 1990 - Present
Bankers Trust Company February 1981 - August 1990
Georgetown University 1978 - 1980
College of William and Mary 1977 - 1978
Education
Tulane University 1971 — 1976
M.A. and Ph.D., International Relations
Knox College 1969 — 1971
B.A., International Relations
Freie Universität Berlin 1967 — 1969
Chadom Watkins Chadom Watkins's Bankers Trust Company Experience March 1994 - August 1994
Job LTC Specialist with ACSIA Partners and owner of Current Insurance Agency
Industry Insurance
Experience
ACSIA Partners & Current Insurance Agency 2009 - Present
Pershing (Bank of NY Mellon, CSFB Credit Suisse First Boston, DLJ Donaldson Lufkin and Jenrette) November 2000 - January 2009
Chubb March 2000 - October 2000
Bluestone Capital Partners L. P. January 1998 - December 1999
Nichols, Safina, Lerner & Co. Inc. September 1994 - January 1998
Bankers Trust Company March 1994 - August 1994
Syntrex Technologies September 1991 - February 1994
Bantam Doubleday Dell January 1991 - July 1991
The Sand Agency November 1988 - December 1990
Skills
Long Term Care, Medicare Supplement, Life Insurance, Insurance, Long-term Care, Medicare, Medicare Part D, Health Insurance, Risk Management, Healthcare, Employee Benefits, Process Improvement, Team Building, Cross-functional Team..., Business Analysis, Long Term Care Insurance, New Business Development, Leadership, Fixed Annuities, Retirement, Brokers, Account Management, Disability Insurance, Term Life Insurance, Retirement Planning, Strategic Financial..., Underwriting, Financial Services, Small Business, Mutual Funds, 401k, Financial Planning
Education
Lehigh University 1985 — 1988
Computer Science, Computer Science major and Psychology minor
Blair Academy 1983 — 1984
Computer Science
Ocean Twp. High School 1979 — 1982
Computer Science
ACSIA Partners & Current Insurance Agency 2009 - Present
Pershing (Bank of NY Mellon, CSFB Credit Suisse First Boston, DLJ Donaldson Lufkin and Jenrette) November 2000 - January 2009
Chubb March 2000 - October 2000
Bluestone Capital Partners L. P. January 1998 - December 1999
Nichols, Safina, Lerner & Co. Inc. September 1994 - January 1998
Bankers Trust Company March 1994 - August 1994
Syntrex Technologies September 1991 - February 1994
Bantam Doubleday Dell January 1991 - July 1991
The Sand Agency November 1988 - December 1990
Skills
Long Term Care, Medicare Supplement, Life Insurance, Insurance, Long-term Care, Medicare, Medicare Part D, Health Insurance, Risk Management, Healthcare, Employee Benefits, Process Improvement, Team Building, Cross-functional Team..., Business Analysis, Long Term Care Insurance, New Business Development, Leadership, Fixed Annuities, Retirement, Brokers, Account Management, Disability Insurance, Term Life Insurance, Retirement Planning, Strategic Financial..., Underwriting, Financial Services, Small Business, Mutual Funds, 401k, Financial Planning
Education
Lehigh University 1985 — 1988
Computer Science, Computer Science major and Psychology minor
Blair Academy 1983 — 1984
Computer Science
Ocean Twp. High School 1979 — 1982
Computer Science
Mitchell Wein Mitchell Wein's Bankers Trust Company Experience February 1992 - May 1996
Job Vice President, Research and Consulting
Industry Insurance
Experience
Novarica November 2014 - Present
AXA Insurance Ireland August 2014 - October 2014
AXA UK January 2011 - June 2014
AXA Equitable March 2006 - January 2011
AXA Equitable December 2004 - February 2006
AIG March 2000 - November 2004
AIG May 1996 - March 2000
Bankers Trust Company February 1992 - May 1996
Skills
Disaster Recovery, Infrastructure, Architecture, Security, Change Management, Project Management, Quality Assurance, Risk Reduction, PCI DSS, Telephony, Enterprise Architecture, Strategic Technology..., Integration, Solution Architecture, Software Development..., Program Management, Data Center, IT Strategy, Oracle, SDLC, Unix, Management, Enterprise Risk..., Creative Direction, Governance, Requirements Analysis, Technology Integration, Vendor Management, Outsourcing, Business Intelligence, Business Analysis, Software Project..., Risk Management, SOA, Enterprise Software, Microsoft SQL Server, Information Technology, Analysis, Project Portfolio..., PMO, Software Development, ITIL, Leadership, System Deployment, Testing, Business Transformation, Business Process, Business Continuity, IT Service Management, Architectures
Education
Fordham University 1987 — 1989
MBA
Fordham University 1979 — 1983
BS
Novarica November 2014 - Present
AXA Insurance Ireland August 2014 - October 2014
AXA UK January 2011 - June 2014
AXA Equitable March 2006 - January 2011
AXA Equitable December 2004 - February 2006
AIG March 2000 - November 2004
AIG May 1996 - March 2000
Bankers Trust Company February 1992 - May 1996
Skills
Disaster Recovery, Infrastructure, Architecture, Security, Change Management, Project Management, Quality Assurance, Risk Reduction, PCI DSS, Telephony, Enterprise Architecture, Strategic Technology..., Integration, Solution Architecture, Software Development..., Program Management, Data Center, IT Strategy, Oracle, SDLC, Unix, Management, Enterprise Risk..., Creative Direction, Governance, Requirements Analysis, Technology Integration, Vendor Management, Outsourcing, Business Intelligence, Business Analysis, Software Project..., Risk Management, SOA, Enterprise Software, Microsoft SQL Server, Information Technology, Analysis, Project Portfolio..., PMO, Software Development, ITIL, Leadership, System Deployment, Testing, Business Transformation, Business Process, Business Continuity, IT Service Management, Architectures
Education
Fordham University 1987 — 1989
MBA
Fordham University 1979 — 1983
BS
Sarah Bucknell Treco's Bankers Trust Company Experience 1977 - 1978
Job Senior Project Manager at Fidelity Investments
Industry Management Consulting
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments April 2014 - May 2015
reacHIRE 2014 - 2015
Bucknell Antiques & Decorative Arts 1998 - 2004
Independent Consulting Assignments 1984 - 1997
Bain & Company 1982 - 1984
McKinsey & Company 1981 - 1981
The First Boston Corporation 1978 - 1980
Bankers Trust Company 1977 - 1978
Education
Harvard Business School 1980 — 1982
MBA
Harvard University 1973 — 1977
BA, magna cum laude
Fidelity Investments May 2015 - Present
Fidelity Investments April 2014 - May 2015
reacHIRE 2014 - 2015
Bucknell Antiques & Decorative Arts 1998 - 2004
Independent Consulting Assignments 1984 - 1997
Bain & Company 1982 - 1984
McKinsey & Company 1981 - 1981
The First Boston Corporation 1978 - 1980
Bankers Trust Company 1977 - 1978
Education
Harvard Business School 1980 — 1982
MBA
Harvard University 1973 — 1977
BA, magna cum laude
J. Michael Kirkland J. Michael Kirkland's Bankers Trust Company Experience June 1980 - June 1990
Job Director at Deutsche Bank
Industry Accounting
Experience
Deutsche Bank July 1996 - Present
JPMorgan Chase & Co. June 1990 - June 2006
BANKERS TRUST COMPANY June 1980 - June 1990
ARTHUR ANDERSEN & COMPANY, NEW YORK July 1974 - July 1980
Education
Fordham University 1971 — 1975
Bachelor's degree, Accounting
Fordham University, Bronx, NY College of Business Administration 1970 — 1974
Bachelor’s Degree, Accounting
Deutsche Bank July 1996 - Present
JPMorgan Chase & Co. June 1990 - June 2006
BANKERS TRUST COMPANY June 1980 - June 1990
ARTHUR ANDERSEN & COMPANY, NEW YORK July 1974 - July 1980
Education
Fordham University 1971 — 1975
Bachelor's degree, Accounting
Fordham University, Bronx, NY College of Business Administration 1970 — 1974
Bachelor’s Degree, Accounting
Marta Judson Marta Judson's Bankers Trust Company Experience 1982 - 1988
Job Entrepreneur
Industry Consumer Goods
Experience
Rodan + Fields Dermatologists September 2012 - Present
Marta Judson Consulting 2010 - Present
Marta Judson September 2013 - August 2014
The Episcopal Diocese of Boston April 2008 - April 2010
Marta Judson Imports 1991 - 2000
The Buckley School, NYC 1989 - 1990
Bankers Trust Company 1982 - 1988
Deutsche Bank January 1981 - November 1982
Skills
Fundraising, Public Speaking, Healthcare, Event Planning, Teaching, Training, Curriculum Design, Program Development, Strategic Planning, Non-profits, Nonprofits, Entrepreneurship, English, Coaching, Team Building, Social Media, Leadership Development, Leadership, Public Relations, Community Outreach
Education
Lewis and Clark College 1976 — 1980
B.A., International Affairs and Foreign Languages
Ludwig-Maximilians Universität München / University of Munich
Manhattan School of Music
Cello and Piano
Rodan + Fields Dermatologists September 2012 - Present
Marta Judson Consulting 2010 - Present
Marta Judson September 2013 - August 2014
The Episcopal Diocese of Boston April 2008 - April 2010
Marta Judson Imports 1991 - 2000
The Buckley School, NYC 1989 - 1990
Bankers Trust Company 1982 - 1988
Deutsche Bank January 1981 - November 1982
Skills
Fundraising, Public Speaking, Healthcare, Event Planning, Teaching, Training, Curriculum Design, Program Development, Strategic Planning, Non-profits, Nonprofits, Entrepreneurship, English, Coaching, Team Building, Social Media, Leadership Development, Leadership, Public Relations, Community Outreach
Education
Lewis and Clark College 1976 — 1980
B.A., International Affairs and Foreign Languages
Ludwig-Maximilians Universität München / University of Munich
Manhattan School of Music
Cello and Piano
Orhan Taner's Bankers Trust Company Experience 1986 - 1998
Job Senior NGO executive, with a passion for contemporary art and design.
Industry Think Tanks
Experience
Atlantic Council 2012 - 2015
Bilyoner.com 2009 - 2010
Hitay Investment Holdings 2008 - 2010
Contemporary Istanbul Art Fair 2006 - 2008
Turkish American Business Forum 1999 - 2002
Bankers Trust Company 1986 - 1998
Turk Merchant Bank 1988 - 1991
Turkish Armed Forces 1982 - 1984
Skills
Strategic Visionary, Entrepreneurship, Leadership, Energy Industry, Non-profit Leadership, New Business Development, Start-ups, Capital Markets, Think Tank, Management, Venture Capital, Contemporary Art, Social Entrepreneurship, Creative Strategy, Board of Directors, Advisory Boards, Event Management, Management Consulting, Business in Turkey, Middle East Politics, NGOs, International NGOs, Nonprofits, Fundraising, Emerging Markets, Business Strategy, Marketing Strategy, Strategic Planning, Strategy, Business Development
Education
Harvard University 1984 — 1985
Master's Degree, Adminsitration, Planning, and Social Policy
Hamilton College 1977 — 1981
Bachelor's Degree, Economics and Mathematics, magna cum laude
Deutsche Schule Istanbul 1969 — 1977
High School, Abitur
Atlantic Council 2012 - 2015
Bilyoner.com 2009 - 2010
Hitay Investment Holdings 2008 - 2010
Contemporary Istanbul Art Fair 2006 - 2008
Turkish American Business Forum 1999 - 2002
Bankers Trust Company 1986 - 1998
Turk Merchant Bank 1988 - 1991
Turkish Armed Forces 1982 - 1984
Skills
Strategic Visionary, Entrepreneurship, Leadership, Energy Industry, Non-profit Leadership, New Business Development, Start-ups, Capital Markets, Think Tank, Management, Venture Capital, Contemporary Art, Social Entrepreneurship, Creative Strategy, Board of Directors, Advisory Boards, Event Management, Management Consulting, Business in Turkey, Middle East Politics, NGOs, International NGOs, Nonprofits, Fundraising, Emerging Markets, Business Strategy, Marketing Strategy, Strategic Planning, Strategy, Business Development
Education
Harvard University 1984 — 1985
Master's Degree, Adminsitration, Planning, and Social Policy
Hamilton College 1977 — 1981
Bachelor's Degree, Economics and Mathematics, magna cum laude
Deutsche Schule Istanbul 1969 — 1977
High School, Abitur
Dro Seelochan's Bankers Trust Company Experience 1989 - 1998
Job Senior Staff Assistant at Florida SouthWestern State College
Industry Higher Education
Experience
Florida SouthWestern State College August 2014 - Present
Florida Global Professional Realty, LLC February 2013 - Present
Edison State College July 2013 - August 2014
Robins & Morton April 2013 - June 2013
RMA February 2008 - January 2013
RMA HS February 2008 - January 2013
Independent contractor December 2002 - December 2007
Stantec (Formerly Wilson Miller) 1991 - 2000
Bankers Trust Company 1989 - 1998
Skills
Data Entry, Office Management, Meeting Planning, Microsoft Excel, Outlook, PeopleSoft, Fundraising, Microsoft Office 2007, PowerPoint, Spreadsheets, Calendars, Fax, Confidentiality, Event Planning, Travel Arrangements, Telephone Skills, Expense Reports, Appointment Scheduling, Event Management, Real Estate, Invoicing, Time Management, Administrative..., Customer Satisfaction, Administrative..., Microsoft Office
Education
Bernard Baruch College
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Kingsborough Community College
Associates in Applied Science, Administrative Assistant and Secretarial Science, General
Florida SouthWestern State College August 2014 - Present
Florida Global Professional Realty, LLC February 2013 - Present
Edison State College July 2013 - August 2014
Robins & Morton April 2013 - June 2013
RMA February 2008 - January 2013
RMA HS February 2008 - January 2013
Independent contractor December 2002 - December 2007
Stantec (Formerly Wilson Miller) 1991 - 2000
Bankers Trust Company 1989 - 1998
Skills
Data Entry, Office Management, Meeting Planning, Microsoft Excel, Outlook, PeopleSoft, Fundraising, Microsoft Office 2007, PowerPoint, Spreadsheets, Calendars, Fax, Confidentiality, Event Planning, Travel Arrangements, Telephone Skills, Expense Reports, Appointment Scheduling, Event Management, Real Estate, Invoicing, Time Management, Administrative..., Customer Satisfaction, Administrative..., Microsoft Office
Education
Bernard Baruch College
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Kingsborough Community College
Associates in Applied Science, Administrative Assistant and Secretarial Science, General
Alison M Nottage, CTP Alison M Nottage, CTP's Bankers Trust Company Experience February 1987 - June 1988
Job Director of Business Development at My Daily Bookkeeping
Industry Financial Services
Experience
Organizational Effectiveness Leader > Sales, Communications/Marketing, Training, Recognition 2014 - 2015
SunTrust Bank 2003 - 2013
SunTrust 2002 - 2003
SunTrust 1996 - 2002
Bank of America June 1992 - August 1996
Wells Fargo June 1988 - June 1992
Bankers Trust Company February 1987 - June 1988
Bank of America July 1981 - February 1987
Skills
Sales Management, New Business Development, Sales, Leadership, Management, Organizational..., Strategic Planning, Strategy, Business Process..., Treasury Management, Certified Treasury..., Payments, Financial Services, Relationship Management, Communications Strategy, Training and..., Corporate Recognition..., Conference and Event..., Talent Management,..., Internal & External..., Market Planning, Change Management, Product Management, Merger & Acquisition..., Risk Management, Executive Management, Marketing Communications, Project Management, Vendor Management
Education
Florida Agricultural and Mechanical University 1977 — 1981
Bachelor of Sciene, Economics & Accounting
Organizational Effectiveness Leader > Sales, Communications/Marketing, Training, Recognition 2014 - 2015
SunTrust Bank 2003 - 2013
SunTrust 2002 - 2003
SunTrust 1996 - 2002
Bank of America June 1992 - August 1996
Wells Fargo June 1988 - June 1992
Bankers Trust Company February 1987 - June 1988
Bank of America July 1981 - February 1987
Skills
Sales Management, New Business Development, Sales, Leadership, Management, Organizational..., Strategic Planning, Strategy, Business Process..., Treasury Management, Certified Treasury..., Payments, Financial Services, Relationship Management, Communications Strategy, Training and..., Corporate Recognition..., Conference and Event..., Talent Management,..., Internal & External..., Market Planning, Change Management, Product Management, Merger & Acquisition..., Risk Management, Executive Management, Marketing Communications, Project Management, Vendor Management
Education
Florida Agricultural and Mechanical University 1977 — 1981
Bachelor of Sciene, Economics & Accounting
Cham H. Zeleznik Cham H. Zeleznik's Bankers Trust Company Experience August 1984 - August 1997
Job Director of Operations at Peace Security, Inc.
Industry Financial Services
Experience
Perfumania Holdings, Inc. March 2015 - Present
Peace Security, Inc. November 2011 - March 2015
Ba Nam Gourmet, Inc. January 2009 - July 2011
BlackRock May 2006 - November 2008
Deutsche Bank August 1997 - November 2005
Bankers Trust Company August 1984 - August 1997
Skills
Vendor Management, Financial Analysis, Business Process..., Strategic Planning, Hedge Funds, Business Analysis, Analysis, Investment Banking, Project Planning, Risk Management, Mergers & Acquisitions, Strategy, Management, Project Management, Process Improvement, Change Management, Outsourcing, Leadership, Program Management, Finance, Integration
Education
Hofstra University 2008 — 2009
Project Management Certificate
Queens College 1984 — 1989
Bachelor
Perfumania Holdings, Inc. March 2015 - Present
Peace Security, Inc. November 2011 - March 2015
Ba Nam Gourmet, Inc. January 2009 - July 2011
BlackRock May 2006 - November 2008
Deutsche Bank August 1997 - November 2005
Bankers Trust Company August 1984 - August 1997
Skills
Vendor Management, Financial Analysis, Business Process..., Strategic Planning, Hedge Funds, Business Analysis, Analysis, Investment Banking, Project Planning, Risk Management, Mergers & Acquisitions, Strategy, Management, Project Management, Process Improvement, Change Management, Outsourcing, Leadership, Program Management, Finance, Integration
Education
Hofstra University 2008 — 2009
Project Management Certificate
Queens College 1984 — 1989
Bachelor
Amy Rochlin Amy Rochlin's Bankers Trust Company Experience August 1988 - August 1997
Job Office of the Founder and Executive Chairman at Multiple Myeloma Research Foundation MMRF
Industry Nonprofit Organization Management
Experience
Multiple Myeloma Research Foundation - MMRF May 2014 - Present
Multiple Myeloma Research Foundation October 2011 - November 2013
Bankers Trust Company August 1988 - August 1997
Skills
Fundraising, Strategic Planning, Strategic Partnerships, Research, Strategy, Entrepreneurship, Non-profits, Marketing, Management, Team Building, Marketing Strategy, Business Development, Budgets, Nonprofits
Education
Georgetown University 1984 — 1988
BS, International Politics
Multiple Myeloma Research Foundation - MMRF May 2014 - Present
Multiple Myeloma Research Foundation October 2011 - November 2013
Bankers Trust Company August 1988 - August 1997
Skills
Fundraising, Strategic Planning, Strategic Partnerships, Research, Strategy, Entrepreneurship, Non-profits, Marketing, Management, Team Building, Marketing Strategy, Business Development, Budgets, Nonprofits
Education
Georgetown University 1984 — 1988
BS, International Politics
Dana Ifft Kelly's Bankers Trust Company Experience May 1996 - December 1996
Job National Wealth Management Sales Desk Manager, J.P. Morgan Funds
Industry Financial Services
Experience
J.P. Morgan Asset Management December 2013 - Present
Goldman Sachs January 2013 - March 2013
Alliance Capital Management August 1999 - April 2001
J.P. Morgan January 1997 - July 1999
Bankers Trust Company May 1996 - December 1996
Federated Investors, Inc. January 1992 - April 1996
Education
University of Pittsburgh
Bachelor of Arts (B.A.), Communication
New York University 1993 — 1996
Certified Financial Planning
Wine and Spirit Education Trust, London U.K. 2003 — 2005
WSET Level 4 Diploma in Wine Studies (Pending), Viticulture and Vinification
French Culinary Institute 2001 — 2001
La Technique
Institute of Culinary Education 2000 — 2002
Techniques of Cooking Asian, Italian, Fish / Shellfish and Essentials of Wine
J.P. Morgan Asset Management December 2013 - Present
Goldman Sachs January 2013 - March 2013
Alliance Capital Management August 1999 - April 2001
J.P. Morgan January 1997 - July 1999
Bankers Trust Company May 1996 - December 1996
Federated Investors, Inc. January 1992 - April 1996
Education
University of Pittsburgh
Bachelor of Arts (B.A.), Communication
New York University 1993 — 1996
Certified Financial Planning
Wine and Spirit Education Trust, London U.K. 2003 — 2005
WSET Level 4 Diploma in Wine Studies (Pending), Viticulture and Vinification
French Culinary Institute 2001 — 2001
La Technique
Institute of Culinary Education 2000 — 2002
Techniques of Cooking Asian, Italian, Fish / Shellfish and Essentials of Wine
Bruce Kraus Bruce Kraus's Bankers Trust Company Experience 1975 - 1976
Job AwardWinning M&A
Industry Law Practice
Experience
Kelley Drye & Warren LLP May 2012 - Present
US Securities and Exchange Commission October 2009 - October 2011
Willkie Farr & Gallagher LLP January 1988 - September 2009
Debevoise & Plimpton 1980 - 1988
U.S. Court of Appeals June 1979 - June 1980
Bankers Trust Company 1975 - 1976
Skills
Mergers & Acquisitions, Corporate FInance, Capital Markets, Administrative Law, Election Law, Securities Regulation, Mergers, Restructuring, IPO, Corporate Governance, Securities
Education
Yale Law School 1976 — 1979
JD
Harvard College 1972 — 1975
AB, Economics
Phillips Academy 1968 — 1972
The Harvey School 1962 — 1968
Kelley Drye & Warren LLP May 2012 - Present
US Securities and Exchange Commission October 2009 - October 2011
Willkie Farr & Gallagher LLP January 1988 - September 2009
Debevoise & Plimpton 1980 - 1988
U.S. Court of Appeals June 1979 - June 1980
Bankers Trust Company 1975 - 1976
Skills
Mergers & Acquisitions, Corporate FInance, Capital Markets, Administrative Law, Election Law, Securities Regulation, Mergers, Restructuring, IPO, Corporate Governance, Securities
Education
Yale Law School 1976 — 1979
JD
Harvard College 1972 — 1975
AB, Economics
Phillips Academy 1968 — 1972
The Harvey School 1962 — 1968
Ed Blount Ed Blount's Bankers Trust Company Experience April 1977 - April 1980
Job Capital Markets Expert
Industry Capital Markets
Experience
Center for the Study of Financial Market Evolution April 2006 - Present
Advanced Securities Consulting LLC March 2008 - Present
ASTEC Consulting Group, Inc. April 1980 - February 2008
Bankers Trust Company April 1977 - April 1980
Citigroup April 1974 - April 1977
U.S. Marine Corps May 1969 - April 1974
Skills
Corporate Governance, Capital Management, Finance, Financial Markets, Risk Management, Mutual Funds, Financial Analysis, Hedge Funds, Capital Markets, Equities, Alternative Investments, Fixed Income, Securities Lending, Derivatives, Asset Managment, Securities, Investor Relations, Strategic Planning, Investment Management, Emerging Markets, Collateral Management, Expert Witness, Funding, Equity Derivatives, Asset Management, Bloomberg, Global Custody, Cash Management, Prime Brokerage, Electronic Trading, Investment Banking, Settlement, Trading, Bonds, Options, Structured Finance, Trading Systems, Financial Services, Corporate Actions, Structured Products, Investment Strategies, Money Market, Market Risk, Financial Structuring, Liquidity Management, Equity Trading, Back Office, Swaps
Education
New York University - Leonard N. Stern School of Business 1975 — 1977
APC
Pepperdine University, The George L. Graziadio School of Business and Management 1971 — 1973
MBA
Fordham University 1965 — 1969
BA
Center for the Study of Financial Market Evolution April 2006 - Present
Advanced Securities Consulting LLC March 2008 - Present
ASTEC Consulting Group, Inc. April 1980 - February 2008
Bankers Trust Company April 1977 - April 1980
Citigroup April 1974 - April 1977
U.S. Marine Corps May 1969 - April 1974
Skills
Corporate Governance, Capital Management, Finance, Financial Markets, Risk Management, Mutual Funds, Financial Analysis, Hedge Funds, Capital Markets, Equities, Alternative Investments, Fixed Income, Securities Lending, Derivatives, Asset Managment, Securities, Investor Relations, Strategic Planning, Investment Management, Emerging Markets, Collateral Management, Expert Witness, Funding, Equity Derivatives, Asset Management, Bloomberg, Global Custody, Cash Management, Prime Brokerage, Electronic Trading, Investment Banking, Settlement, Trading, Bonds, Options, Structured Finance, Trading Systems, Financial Services, Corporate Actions, Structured Products, Investment Strategies, Money Market, Market Risk, Financial Structuring, Liquidity Management, Equity Trading, Back Office, Swaps
Education
New York University - Leonard N. Stern School of Business 1975 — 1977
APC
Pepperdine University, The George L. Graziadio School of Business and Management 1971 — 1973
MBA
Fordham University 1965 — 1969
BA
Barbara Beck Barbara Beck's Bankers Trust Company Experience 1982 - 1987
Job Managing Director at Equinox Search
Industry Real Estate
Experience
Equinox Search 2001 - Present
Rhodes Associates 1993 - 2001
Mutual of New York (MONY) 1987 - 1992
Bankers Trust Company 1982 - 1987
Northern Trust 1976 - 1982
Skills
Recruiting, Human Resources, Investments, Real Estate Economics, Due Diligence, Disposition, Real Estate Development, Management, Asset Managment, Search, Real Estate Transactions, Acquisitions, Market Research, Commercial Real Estate, Business Development, Portfolio Management, Business Strategy, Brokerage, Corporate Real Estate, Asset Management, Leases, New Business Development, Executive Search, Contract Negotiation
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Hood College
BA, English
Northwestern University
MA, Psychology
Equinox Search 2001 - Present
Rhodes Associates 1993 - 2001
Mutual of New York (MONY) 1987 - 1992
Bankers Trust Company 1982 - 1987
Northern Trust 1976 - 1982
Skills
Recruiting, Human Resources, Investments, Real Estate Economics, Due Diligence, Disposition, Real Estate Development, Management, Asset Managment, Search, Real Estate Transactions, Acquisitions, Market Research, Commercial Real Estate, Business Development, Portfolio Management, Business Strategy, Brokerage, Corporate Real Estate, Asset Management, Leases, New Business Development, Executive Search, Contract Negotiation
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Hood College
BA, English
Northwestern University
MA, Psychology
Seth Weinstein, CFA's Bankers Trust Company Experience 1996 - 1997
Job Director, Business Development at HFR Asset Management
Industry Investment Management
Experience
HFR Asset Management 2012 - Present
Man Investments 2008 - 2011
Fischer Francis Trees and Watts 2004 - 2008
UBS Global Assset Management 1999 - 2004
UBS Global Asset Management 1997 - 1999
Bankers Trust Company 1996 - 1997
Skills
Portfolio Management, Investments, Equities, Fund Of Funds, Business Development, CRM, Alternative Investments, Hedge Funds, Asset Management, Fixed Income, Asset Allocation, Investment Management, Mutual Funds, Investment Strategies, Private Equity, Asset Managment, Capital Markets
Education
Fordham University - Graduate School of Business Administration 2001 — 2004
MBA, Finance and Marketing
University of Michigan 1991 — 1995
BA, Political Science
West Windsor Plainsboro High School 1987 — 1991
HFR Asset Management 2012 - Present
Man Investments 2008 - 2011
Fischer Francis Trees and Watts 2004 - 2008
UBS Global Assset Management 1999 - 2004
UBS Global Asset Management 1997 - 1999
Bankers Trust Company 1996 - 1997
Skills
Portfolio Management, Investments, Equities, Fund Of Funds, Business Development, CRM, Alternative Investments, Hedge Funds, Asset Management, Fixed Income, Asset Allocation, Investment Management, Mutual Funds, Investment Strategies, Private Equity, Asset Managment, Capital Markets
Education
Fordham University - Graduate School of Business Administration 2001 — 2004
MBA, Finance and Marketing
University of Michigan 1991 — 1995
BA, Political Science
West Windsor Plainsboro High School 1987 — 1991
Mark Diker's Bankers Trust Company Experience 1988 - 1996
Job
Industry Investment Management
Experience
Diker Management LLC April 2003 - Present
Arsenal Capital Partners April 2000 - March 2003
Geocapital Partners September 1996 - March 2000
Autoweb.com 1997 - 2000
Bankers Trust Company 1988 - 1996
Skills
Private Equity, Venture Capital, Hedge Funds, Alternative Investments, Investments, Portfolio Management, Growth Capital, Investment Management, Capital, Start-ups, Capital Raising, Entrepreneurship, Mergers & Acquisitions, Valuation, Corporate Development
Education
Harvard Business School 1994 — 1996
MBA
Harvard Business School 1994 — 1996
MBA
Harvard College 1984 — 1988
BA
Collegiate School 1972 — 1984
High School
Diker Management LLC April 2003 - Present
Arsenal Capital Partners April 2000 - March 2003
Geocapital Partners September 1996 - March 2000
Autoweb.com 1997 - 2000
Bankers Trust Company 1988 - 1996
Skills
Private Equity, Venture Capital, Hedge Funds, Alternative Investments, Investments, Portfolio Management, Growth Capital, Investment Management, Capital, Start-ups, Capital Raising, Entrepreneurship, Mergers & Acquisitions, Valuation, Corporate Development
Education
Harvard Business School 1994 — 1996
MBA
Harvard Business School 1994 — 1996
MBA
Harvard College 1984 — 1988
BA
Collegiate School 1972 — 1984
High School
Robert Parauda's Bankers Trust Company Experience August 1993 - 1999
Job Investment Management Professional
Industry Investment Management
Experience
QuantX Holdings Ltd. July 2014 - Present
Lanx Management LLC November 2009 - January 2013
Deutsche Bank 1999 - February 2009
Bankers Trust Company August 1993 - 1999
Skills
Portfolio Management, Due Diligence, Hedge Funds, Alternative Investments, Equities, Fund Of Funds, Asset Managment, Investments, Asset Allocation, Investment Management, Securities, Institutional..., Series 7, Risk Management, Asset Management, Equity Research, Bloomberg, Emerging Markets, Investment Banking
Education
Fordham University - Graduate School of Business Administration 1991 — 1993
MBA, Accounting
Fordham University 1984 — 1988
Bachelor of Science (BS), Finance, General
QuantX Holdings Ltd. July 2014 - Present
Lanx Management LLC November 2009 - January 2013
Deutsche Bank 1999 - February 2009
Bankers Trust Company August 1993 - 1999
Skills
Portfolio Management, Due Diligence, Hedge Funds, Alternative Investments, Equities, Fund Of Funds, Asset Managment, Investments, Asset Allocation, Investment Management, Securities, Institutional..., Series 7, Risk Management, Asset Management, Equity Research, Bloomberg, Emerging Markets, Investment Banking
Education
Fordham University - Graduate School of Business Administration 1991 — 1993
MBA, Accounting
Fordham University 1984 — 1988
Bachelor of Science (BS), Finance, General
John Reagan's Bankers Trust Company Experience 1992 - 1995
Job CAO/CTO at Richard Bernstein Advisors LLC
Industry Financial Services
Experience
Richard Bernstein Advisors August 2009 - Present
JRR Consulting Group May 1995 - February 2010
JPMorgan May 1995 - December 2008
Bankers Trust Company 1992 - 1995
Skills
IT Strategy, Product Management, Program Management, Vendor Management, Engineering Management, Application Development, Revenue Management, Facilities Management, Business Continuity, Infrastructure Security, Infrastructure Projects, SDLC, Data Analysis, ETL, SQL, IP Networking, Compliance, Internet Security, TCA, Fee Billing, Accounting Systems, Trading Systems, Charles River IMS v9, FIX, SWIFT, Charles River IMS, Infrastructure, Revenue Analysis, PMP, Software Development, Governance, SWIFT payments, IP, Accounting System, IT Management, Risk Management, Solution Architecture, Data Center, Enterprise Architecture, Disaster Recovery, Equities, Project Portfolio..., Asset Management, Hedge Funds, Equity Trading, Portfolio Management, Alternative Investments, Investment Management, PMO, Bloomberg
Education
Fordham Gabelli School of Business
Stevens Institute of Technology
Bachelor’s Degree
Stevens Institute of Technology
Master’s Degree
Richard Bernstein Advisors August 2009 - Present
JRR Consulting Group May 1995 - February 2010
JPMorgan May 1995 - December 2008
Bankers Trust Company 1992 - 1995
Skills
IT Strategy, Product Management, Program Management, Vendor Management, Engineering Management, Application Development, Revenue Management, Facilities Management, Business Continuity, Infrastructure Security, Infrastructure Projects, SDLC, Data Analysis, ETL, SQL, IP Networking, Compliance, Internet Security, TCA, Fee Billing, Accounting Systems, Trading Systems, Charles River IMS v9, FIX, SWIFT, Charles River IMS, Infrastructure, Revenue Analysis, PMP, Software Development, Governance, SWIFT payments, IP, Accounting System, IT Management, Risk Management, Solution Architecture, Data Center, Enterprise Architecture, Disaster Recovery, Equities, Project Portfolio..., Asset Management, Hedge Funds, Equity Trading, Portfolio Management, Alternative Investments, Investment Management, PMO, Bloomberg
Education
Fordham Gabelli School of Business
Stevens Institute of Technology
Bachelor’s Degree
Stevens Institute of Technology
Master’s Degree
Steve Sovany's Bankers Trust Company Experience 1990 - 2003
Job Client Service/ Relationship Management/ Customer Service/ Operations Management at stevesovany@verizon.net
Industry Financial Services
Experience
New Jersey Fencing Alliance January 2013 - Present
SuiteLinq, Inc. September 2012 - November 2012
State Street Corporation February 2003 - October 2011
Deutsche Bank 2000 - 2003
Bankers Trust Company 1990 - 2003
Skills
Excel, Customer Relations, Customer Retention, Cross Selling, Client Service, Team Building, Pensions, Financial Services, CRM, Microsoft Excel, Customer Service, Bloomberg, Securities, Fixed Income, Accounting, Banking, Mutual Funds, Portfolio Management, Investments, Account Management, Manage Client..., Client Relations Skills, Management, Equities, Hedge Funds, Relationship Management, Derivatives, Finance, Alternative Investments, Trading, Fund Accounting, Fund Administration, Financial Markets, Securities Lending, Global Custody, Capital Markets, Bonds, Back Office, Financial Risk, Cash Management
Education
New York University
MPA, Public Finance
Kean University
BA, Economics & Public Administration
St. Joseph's H.S. Metuchen, NJ
Diploma
New Jersey Fencing Alliance January 2013 - Present
SuiteLinq, Inc. September 2012 - November 2012
State Street Corporation February 2003 - October 2011
Deutsche Bank 2000 - 2003
Bankers Trust Company 1990 - 2003
Skills
Excel, Customer Relations, Customer Retention, Cross Selling, Client Service, Team Building, Pensions, Financial Services, CRM, Microsoft Excel, Customer Service, Bloomberg, Securities, Fixed Income, Accounting, Banking, Mutual Funds, Portfolio Management, Investments, Account Management, Manage Client..., Client Relations Skills, Management, Equities, Hedge Funds, Relationship Management, Derivatives, Finance, Alternative Investments, Trading, Fund Accounting, Fund Administration, Financial Markets, Securities Lending, Global Custody, Capital Markets, Bonds, Back Office, Financial Risk, Cash Management
Education
New York University
MPA, Public Finance
Kean University
BA, Economics & Public Administration
St. Joseph's H.S. Metuchen, NJ
Diploma
Christie Kinney's Bankers Trust Company Experience 1997 - 1999
Job Client Services
Industry Financial Services
Experience
Solus Alternative Asset Mgmt March 2003 - Present
Stanfield Capital Partners 2003 - 2007
Merrill Lynch Investment Managers 1999 - 2003
Bankers Trust Company 1997 - 1999
Skills
Hedge Funds, Alternative Investments, Asset Management, Fixed Income
Education
Marist College 1985 — 1989
BS in Business, Marketing
Solus Alternative Asset Mgmt March 2003 - Present
Stanfield Capital Partners 2003 - 2007
Merrill Lynch Investment Managers 1999 - 2003
Bankers Trust Company 1997 - 1999
Skills
Hedge Funds, Alternative Investments, Asset Management, Fixed Income
Education
Marist College 1985 — 1989
BS in Business, Marketing
John Zanetti's Bankers Trust Company Experience 1987 - 1998
Job VP at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2005 - Present
Novartis Pharmaceuticals 2003 - 2005
Alpharma Inc 2002 - 2003
Toys R Us 1999 - 2002
ERNST & YOUNG LLP 1998 - 1999
BANKERS TRUST COMPANY 1987 - 1998
Skills
Consulting, Relationship Management, Business Analysis, Sarbanes-Oxley Act, Process Improvement, Outsourcing, Business Process..., Change Management, CRM, Financial Analysis, Vendor Management, Forecasting, Global Management, Product Management, Project Management, Finance, Business Process, ERP, Business Process..., Leadership, Management, Internal Audit, Accounting, Financial Services
Education
Saint Peter's University 1993 — 1995
MBA, Management Information Systems
Manhattan College 1983 — 1987
BS, Economics, Computer Information Systems
JPMorgan Chase 2005 - Present
Novartis Pharmaceuticals 2003 - 2005
Alpharma Inc 2002 - 2003
Toys R Us 1999 - 2002
ERNST & YOUNG LLP 1998 - 1999
BANKERS TRUST COMPANY 1987 - 1998
Skills
Consulting, Relationship Management, Business Analysis, Sarbanes-Oxley Act, Process Improvement, Outsourcing, Business Process..., Change Management, CRM, Financial Analysis, Vendor Management, Forecasting, Global Management, Product Management, Project Management, Finance, Business Process, ERP, Business Process..., Leadership, Management, Internal Audit, Accounting, Financial Services
Education
Saint Peter's University 1993 — 1995
MBA, Management Information Systems
Manhattan College 1983 — 1987
BS, Economics, Computer Information Systems
Theodore J. Deutz's Bankers Trust Company Experience March 1988 - May 1993
Job Managing Director and President, Lynx Capital, LLC
Industry Investment Management
Experience
United Bridge Partners, L.P. September 2014 - Present
Lynx Capital, LLC January 2010 - Present
RCM Capital Management May 1997 - March 2006
Bankers Trust Company March 1988 - May 1993
Skills
Hedge Funds, Product Management, Series 7, Alternative Investments, Securities, Equities, Fixed Income, Series 63, Bloomberg, Management, Private Equity, Marketing, Investment Management, Leadership, Mutual Funds, Asset Allocation, Asset Management, Portfolio Management, Series 24, Investments
Education
Rutgers, The State University of New Jersey-Newark 1986 — 1989
MBA, Real Estate Finance
Franklin & Marshall College 1980 — 1984
BA, Joint Major: Biology & Psychology
New Providence High School
United Bridge Partners, L.P. September 2014 - Present
Lynx Capital, LLC January 2010 - Present
RCM Capital Management May 1997 - March 2006
Bankers Trust Company March 1988 - May 1993
Skills
Hedge Funds, Product Management, Series 7, Alternative Investments, Securities, Equities, Fixed Income, Series 63, Bloomberg, Management, Private Equity, Marketing, Investment Management, Leadership, Mutual Funds, Asset Allocation, Asset Management, Portfolio Management, Series 24, Investments
Education
Rutgers, The State University of New Jersey-Newark 1986 — 1989
MBA, Real Estate Finance
Franklin & Marshall College 1980 — 1984
BA, Joint Major: Biology & Psychology
New Providence High School
John Mazzarella's Bankers Trust Company Experience January 1982 - January 1987
Job Experienced Manager
Industry Construction
Experience
Ridgeview Concrete Technologies September 2008 - September 2013
INTERNATIONAL PROFIT ASSOCIATES March 2008 - September 2008
HSBC BANK USA January 1998 - April 2007
DAI -ICHI KANGYO TRUST COMPANY January 1997 - January 1998
MANUFACTURERS & TRADERS TRUST COMPANY January 1987 - January 1997
BANKERS TRUST COMPANY January 1982 - January 1987
BRADFORD SECURITIES OPERATIONS, INC January 1980 - January 1982
Skills
Strategic Planning, Budgeting, Pricing, New Business Development, Contract Negotiation, Sales Management, Planning, Cost, Term Life Insurance, Management Consulting, Account Management, Trust Management, Corporate Trust, Budgets, Business Strategy, Management, Business Development, Leadership, Project Planning, Marketing Strategy, Entrepreneurship, Process Improvement, Analysis, Negotiation, Finance, Sales, Risk Management, Operations Management, Strategy, Contract Management, Purchasing, Team Building, Project Management, Customer Service, Marketing, Banking, Training, CRM, Product Development, Construction, Financial Analysis
Education
Fordham University 1974 — 1978
BA Degree, English
Fordham University 1974 — 1978
Bachelor of Arts (BA), English
Ridgeview Concrete Technologies September 2008 - September 2013
INTERNATIONAL PROFIT ASSOCIATES March 2008 - September 2008
HSBC BANK USA January 1998 - April 2007
DAI -ICHI KANGYO TRUST COMPANY January 1997 - January 1998
MANUFACTURERS & TRADERS TRUST COMPANY January 1987 - January 1997
BANKERS TRUST COMPANY January 1982 - January 1987
BRADFORD SECURITIES OPERATIONS, INC January 1980 - January 1982
Skills
Strategic Planning, Budgeting, Pricing, New Business Development, Contract Negotiation, Sales Management, Planning, Cost, Term Life Insurance, Management Consulting, Account Management, Trust Management, Corporate Trust, Budgets, Business Strategy, Management, Business Development, Leadership, Project Planning, Marketing Strategy, Entrepreneurship, Process Improvement, Analysis, Negotiation, Finance, Sales, Risk Management, Operations Management, Strategy, Contract Management, Purchasing, Team Building, Project Management, Customer Service, Marketing, Banking, Training, CRM, Product Development, Construction, Financial Analysis
Education
Fordham University 1974 — 1978
BA Degree, English
Fordham University 1974 — 1978
Bachelor of Arts (BA), English
David Midgley's Bankers Trust Company Experience July 1984 - August 1986
Job Investment Planning and Management
Industry Investment Management
Experience
Goldman Sachs February 2005 - Present
Sanford Bernstein January 2002 - February 2005
Blaze Holdings, Inc. November 1998 - January 2002
Piper Jaffray July 1989 - November 1998
Kidder Peabody September 1986 - July 1987
Bankers Trust Company July 1984 - August 1986
Education
Harvard Business School 1987 — 1989
MBA
Stanford University 1980 — 1984
AB, Economics
Goldman Sachs February 2005 - Present
Sanford Bernstein January 2002 - February 2005
Blaze Holdings, Inc. November 1998 - January 2002
Piper Jaffray July 1989 - November 1998
Kidder Peabody September 1986 - July 1987
Bankers Trust Company July 1984 - August 1986
Education
Harvard Business School 1987 — 1989
MBA
Stanford University 1980 — 1984
AB, Economics
Dawn M. Ciciola, MA's Bankers Trust Company Experience 1997 - 1999
Job Adjunct Professor at Iona College
Industry Investment Banking
Experience
Iona College August 2012 - Present
JP Morgan Chase & Co. August 2006 - August 2008
Goldman, Sachs & Co. September 2002 - August 2006
JP Morgan Chase 1999 - 2006
JP Morgan Chase Bank 1999 - 2002
JP Morgan Chase Bank, N.A. 1999 - 2002
The Chase Manhattan Bank, N.A. 1999 - 2002
Bankers Trust Company 1997 - 1999
General Re Financial Products 1995 - 1997
Toronto-Dominion Bank 1990 - 1995
Skills
Public Speaking, Credit, ISDA, Valuation, Derivatives, Hedge Funds, Equities, Asset Management, Capital Markets, Fixed Income, Risk Management, Negotiation
Education
Iona College 2002 — 2006
M.A. Spanish, Modern Languages
New York University 2000 — 2004
International Relations and Affairs
Saint Bonaventure University 1985 — 1989
Dual Majors i. English Literature and Spanish Studies, Pre-Law Minor
Iona College August 2012 - Present
JP Morgan Chase & Co. August 2006 - August 2008
Goldman, Sachs & Co. September 2002 - August 2006
JP Morgan Chase 1999 - 2006
JP Morgan Chase Bank 1999 - 2002
JP Morgan Chase Bank, N.A. 1999 - 2002
The Chase Manhattan Bank, N.A. 1999 - 2002
Bankers Trust Company 1997 - 1999
General Re Financial Products 1995 - 1997
Toronto-Dominion Bank 1990 - 1995
Skills
Public Speaking, Credit, ISDA, Valuation, Derivatives, Hedge Funds, Equities, Asset Management, Capital Markets, Fixed Income, Risk Management, Negotiation
Education
Iona College 2002 — 2006
M.A. Spanish, Modern Languages
New York University 2000 — 2004
International Relations and Affairs
Saint Bonaventure University 1985 — 1989
Dual Majors i. English Literature and Spanish Studies, Pre-Law Minor
Ken Abbott's Bankers Trust Company Experience 1984 - 1998
Job Managing Director at Barclays
Industry Financial Services
Experience
Barclays 2015 - Present
Morgan Stanley 2005 - 2015
Bank of America 2000 - 2005
ABN AMRO 1998 - 2000
Bankers Trust Company 1984 - 1998
Education
New York University, Stern School of Business 1991 — 1994
Master of Science (MS), Statistics and Operations Research
New York University 1990 — 1991
Master of Arts (M.A.), Economics
Harvard College 1979 — 1983
Bachelor of Arts (B.A.), Economics
NJ Scholars Program 1978 — 1978
The Renaissance
Grant School 1966 — 1973
Barclays 2015 - Present
Morgan Stanley 2005 - 2015
Bank of America 2000 - 2005
ABN AMRO 1998 - 2000
Bankers Trust Company 1984 - 1998
Education
New York University, Stern School of Business 1991 — 1994
Master of Science (MS), Statistics and Operations Research
New York University 1990 — 1991
Master of Arts (M.A.), Economics
Harvard College 1979 — 1983
Bachelor of Arts (B.A.), Economics
NJ Scholars Program 1978 — 1978
The Renaissance
Grant School 1966 — 1973
Andres Gomez-Mena's Bankers Trust Company Experience 1976 - 1979
Job Managing Partner at Kenridge Holding LLC
Industry Financial Services
Experience
Hamilton Lombard Managing PartnerKenridge Holding LLC2008 - Present
Banque SCS Alliance 1991 - 2007
Lombard Insurance Brokers 1988 - 2004
Southern Bancorp 1988 - 1990
J. Henry Schroder International Bank 1985 - 1988
National Westminster USA Internatioanl Bank 1982 - 1984
J. Henry Schroder International Bank 1980 - 1982
Bankers Trust International 1979 - 1980
Bankers Trust Company 1976 - 1979
Bankers Trust Company 1974 - 1976
Skills
Capital Markets, Equities, Private Equity, Finance, Venture Capital, Corporate Finance, Trading, Due Diligence, Portfolio Management, Corporate Development, Alternative Investments, Financial Analysis, Investment Banking, Restructuring, Corporate Law, Start-ups, Financial Modeling, Mergers & Acquisitions, Corporate Governance, Strategy, Joint Ventures, Hedge Funds, Asset Management, Securities, M&A experience, Business Valuation, Financial Services, Risk Management, Banking, Investment Advisory, Fixed Income, Business Strategy, Structured Finance, Investments, Valuation, Financial Structuring, Emerging Markets, Executive Management, Wealth Management, Private Placements
Education
University of Pennsylvania - The Wharton School 1971 — 1973
MBA, Finance
Fordham University 1969 — 1971
B.A., Economics, History
Schule Schloss Salem 1961 — 1968
Abitur
Hamilton Lombard Managing PartnerKenridge Holding LLC2008 - Present
Banque SCS Alliance 1991 - 2007
Lombard Insurance Brokers 1988 - 2004
Southern Bancorp 1988 - 1990
J. Henry Schroder International Bank 1985 - 1988
National Westminster USA Internatioanl Bank 1982 - 1984
J. Henry Schroder International Bank 1980 - 1982
Bankers Trust International 1979 - 1980
Bankers Trust Company 1976 - 1979
Bankers Trust Company 1974 - 1976
Skills
Capital Markets, Equities, Private Equity, Finance, Venture Capital, Corporate Finance, Trading, Due Diligence, Portfolio Management, Corporate Development, Alternative Investments, Financial Analysis, Investment Banking, Restructuring, Corporate Law, Start-ups, Financial Modeling, Mergers & Acquisitions, Corporate Governance, Strategy, Joint Ventures, Hedge Funds, Asset Management, Securities, M&A experience, Business Valuation, Financial Services, Risk Management, Banking, Investment Advisory, Fixed Income, Business Strategy, Structured Finance, Investments, Valuation, Financial Structuring, Emerging Markets, Executive Management, Wealth Management, Private Placements
Education
University of Pennsylvania - The Wharton School 1971 — 1973
MBA, Finance
Fordham University 1969 — 1971
B.A., Economics, History
Schule Schloss Salem 1961 — 1968
Abitur
Grant Griswold's Bankers Trust Company Experience June 2005 - January 2010
Job VP Director of Creative Services at MidFirst Bank
Industry Marketing and Advertising
Experience
MidFirst Bank January 2012 - Present
Intredium, LLC January 2011 - January 2012
Bankers Trust Company June 2005 - January 2010
The Outpost, Inc September 1997 - June 2005
Love, Scott & Associates December 1989 - September 1997
Kragie/Newell January 1989 - November 1989
Younkers May 1987 - January 1989
Kassis Communications September 1986 - October 1988
Skills
Creative Direction, Marketing, Marketing Communications, Advertising, Integrated Marketing, CRM, Social Media, Copywriting, Process Improvement, Marketing Strategy, Strategic Planning, Strategy, Leadership, Operations Management, Management, Analytics, Competitive Analysis, Corporate Branding, Creative Strategy, Cross-functional Team..., Customer Service, Digital Marketing, Email Marketing, Project Management, Public Relations, Sales, Social Media Marketing, Training
Education
Iowa State University 1984 — 1988
BFA, Design/Marketing/Advertising
Iowa State University
Bachelor of Fine Arts
MidFirst Bank January 2012 - Present
Intredium, LLC January 2011 - January 2012
Bankers Trust Company June 2005 - January 2010
The Outpost, Inc September 1997 - June 2005
Love, Scott & Associates December 1989 - September 1997
Kragie/Newell January 1989 - November 1989
Younkers May 1987 - January 1989
Kassis Communications September 1986 - October 1988
Skills
Creative Direction, Marketing, Marketing Communications, Advertising, Integrated Marketing, CRM, Social Media, Copywriting, Process Improvement, Marketing Strategy, Strategic Planning, Strategy, Leadership, Operations Management, Management, Analytics, Competitive Analysis, Corporate Branding, Creative Strategy, Cross-functional Team..., Customer Service, Digital Marketing, Email Marketing, Project Management, Public Relations, Sales, Social Media Marketing, Training
Education
Iowa State University 1984 — 1988
BFA, Design/Marketing/Advertising
Iowa State University
Bachelor of Fine Arts
Shane Zekucia's Bankers Trust Company Experience May 2005 - Present
Job AVP Application Development at Bankers Trust Company
Industry Banking
Experience
Bankers Trust Company May 2005 - Present
Relationship Marketing, Inc. June 2004 - May 2005
Interactive Computer Design, Inc. June 2001 - June 2004
RHI Consulting October 1998 - May 2001
Skills
Agile Methodologies, Visual Studio, Visual C#, ASP.NET, Microsoft SQL Server, RedGate, TFS, Software Development, Databases, Management, .NET, Leadership
Education
Iowa State University 1991 — 2002
Bachelor of Science (BS), Management Information Systems and Services
Streamwood High School 1987 — 1991
Diploma, Math, Science
Bankers Trust Company May 2005 - Present
Relationship Marketing, Inc. June 2004 - May 2005
Interactive Computer Design, Inc. June 2001 - June 2004
RHI Consulting October 1998 - May 2001
Skills
Agile Methodologies, Visual Studio, Visual C#, ASP.NET, Microsoft SQL Server, RedGate, TFS, Software Development, Databases, Management, .NET, Leadership
Education
Iowa State University 1991 — 2002
Bachelor of Science (BS), Management Information Systems and Services
Streamwood High School 1987 — 1991
Diploma, Math, Science
Diane Wiley's Bankers Trust Company Experience July 1990 - April 1995
Job SVP at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman July 1997 - Present
BNY Mellon June 1995 - July 1997
Bankers Trust Company July 1990 - April 1995
Skills
Fixed Income, Securities, Global Custody, Mutual Funds, Investments, Hedge Funds, Equities, Asset Managment, Alternative Investments, Derivatives, Capital Markets, Banking, Portfolio Management, Risk Management, Investment Management, Asset Allocation, Series 7, Bloomberg, Financial Services, Corporate Actions
Education
NYU Stern School of Business 1975 — 1982
MBA, International Marketing
Fordham University 1971 — 1975
Bachelor of Applied Science (B.A.Sc.), Marketing and Computer Management
Brown Brothers Harriman July 1997 - Present
BNY Mellon June 1995 - July 1997
Bankers Trust Company July 1990 - April 1995
Skills
Fixed Income, Securities, Global Custody, Mutual Funds, Investments, Hedge Funds, Equities, Asset Managment, Alternative Investments, Derivatives, Capital Markets, Banking, Portfolio Management, Risk Management, Investment Management, Asset Allocation, Series 7, Bloomberg, Financial Services, Corporate Actions
Education
NYU Stern School of Business 1975 — 1982
MBA, International Marketing
Fordham University 1971 — 1975
Bachelor of Applied Science (B.A.Sc.), Marketing and Computer Management
Andrew Korb's Bankers Trust Company Experience April 1994 - October 1997
Job Director (Buiness Manager to COO) at ING Financial Serivces
Industry Investment Banking
Experience
ING - Financial Serivces December 2007 - Present
Nomura Securities May 2004 - December 2007
Nomura 2004 - 2007
ING February 1997 - May 2004
ING Barings/ABN Amro February 1997 - May 2004
Bankers Trust Company April 1994 - October 1997
Skills
Risk Management, Financial Reporting, Fixed Income
Education
Indiana University - Kelley School of Business 1989 — 1993
BS, Computer Information Systems
ING - Financial Serivces December 2007 - Present
Nomura Securities May 2004 - December 2007
Nomura 2004 - 2007
ING February 1997 - May 2004
ING Barings/ABN Amro February 1997 - May 2004
Bankers Trust Company April 1994 - October 1997
Skills
Risk Management, Financial Reporting, Fixed Income
Education
Indiana University - Kelley School of Business 1989 — 1993
BS, Computer Information Systems
Intisar Chaudhry's Bankers Trust Company Experience 1987 - 1995
Job Vice President at JPMC
Industry Banking
Experience
JPMC Vice PresidentJPMorganChase2003 - Present
Bankers Trust Company 1987 - 1995
Education
Lehigh University
JPMC Vice PresidentJPMorganChase2003 - Present
Bankers Trust Company 1987 - 1995
Education
Lehigh University
Bob Almeida's Bankers Trust Company Experience February 1990 - April 1997
Job Founder, Lagniappe Peak Vineyards
Industry Wine and Spirits
Experience
Napa Valley Opera House August 2008 - Present
Lagniappe Peak Vineyards May 2009 - Present
American Nonprofits, Inc, May 2014 - April 2015
Arts Council Napa Valley July 2010 - April 2013
The Charles Schwab Corporation April 1997 - July 2007
Bankers Trust Company February 1990 - April 1997
KPMG July 1975 - January 1990
KPMG 1975 - 1990
Loyola University 1968 - 1972
Skills
Business Strategy, Risk Management, Corporate Governance, Enterprise Risk..., Financial Services, Audit Committee..., Information Technology, Mutual Funds, Brokerage, Banking, Derivatives, Wealth Management, Trust Services, AML / BSA, Program Management, Trading, Management Consulting, Analytics, Management, Asset Managment, Securities, Audit Committee, Finance, Investments, Private Equity, Investment Advisory, Executive Management, Strategy, Leadership, Organizational..., Financial Risk, Credit Risk, Asset Management, Asset Allocation, Capital Markets, Mergers, Alternative Investments, Mergers & Acquisitions, Venture Capital, Fixed Income, Financial Modeling, Equities, Due Diligence, Acquisition Integration, Financial Analysis, Investment Banking, Sarbanes-Oxley, Valuation, Governance, Relationship Management
Education
Tulane University - A.B. Freeman School of Business 1973 — 1975
MBA, Finance
Loyola University New Orleans 1968 — 1972
BBA, Management
Napa Valley Opera House August 2008 - Present
Lagniappe Peak Vineyards May 2009 - Present
American Nonprofits, Inc, May 2014 - April 2015
Arts Council Napa Valley July 2010 - April 2013
The Charles Schwab Corporation April 1997 - July 2007
Bankers Trust Company February 1990 - April 1997
KPMG July 1975 - January 1990
KPMG 1975 - 1990
Loyola University 1968 - 1972
Skills
Business Strategy, Risk Management, Corporate Governance, Enterprise Risk..., Financial Services, Audit Committee..., Information Technology, Mutual Funds, Brokerage, Banking, Derivatives, Wealth Management, Trust Services, AML / BSA, Program Management, Trading, Management Consulting, Analytics, Management, Asset Managment, Securities, Audit Committee, Finance, Investments, Private Equity, Investment Advisory, Executive Management, Strategy, Leadership, Organizational..., Financial Risk, Credit Risk, Asset Management, Asset Allocation, Capital Markets, Mergers, Alternative Investments, Mergers & Acquisitions, Venture Capital, Fixed Income, Financial Modeling, Equities, Due Diligence, Acquisition Integration, Financial Analysis, Investment Banking, Sarbanes-Oxley, Valuation, Governance, Relationship Management
Education
Tulane University - A.B. Freeman School of Business 1973 — 1975
MBA, Finance
Loyola University New Orleans 1968 — 1972
BBA, Management
Jeff Bash's Bankers Trust Company Experience December 2008 - February 2011
Job Web Graphic Designer at GoDaddy
Industry Marketing and Advertising
Experience
GoDaddy June 2011 - Present
Bash Grafix January 1996 - Present
Bankers Trust Company December 2008 - February 2011
Des Moines Register June 1999 - August 2008
Skills
Graphic Design, Graphics, Multimedia, Editing, Web Development, Advertising, Web Design, Email Marketing, WordPress, Social Media
Education
Grand View College 1996 — 2000
Bachelors, Graphic Design
Hoover High School 1992 — 1996
GoDaddy June 2011 - Present
Bash Grafix January 1996 - Present
Bankers Trust Company December 2008 - February 2011
Des Moines Register June 1999 - August 2008
Skills
Graphic Design, Graphics, Multimedia, Editing, Web Development, Advertising, Web Design, Email Marketing, WordPress, Social Media
Education
Grand View College 1996 — 2000
Bachelors, Graphic Design
Hoover High School 1992 — 1996
Fred Pierce's Bankers Trust Company Experience 1982 - 1989
Job Publisher Valiant Entertainment
Industry Publishing
Experience
Valiant Entertainment 2009 - Present
Varick Street Litho June 2009 - January 2011
Ensig Group October 2008 - February 2010
Wizard Entertainment October 1994 - October 2008
Voyager Communications 1990 - 1994
Bankers Trust Company 1982 - 1989
American International School, Israel 1978 - 1982
Betar Educational Youth Organization 1976 - 1977
American Zionist Youth Foundation 1975 - 1976
Skills
Publishing, Entertainment, Comic Books, Books, E-commerce, Sales, Content Strategy, Creative Writing, Online Marketing, Screenwriting, Copywriting, Public Speaking, Comics, Magazines, Storytelling, Leadership, Publicity, Digital Media, Television, Editorial, Copy Editing, Facebook, Social Networking, Video Games, Blogging, Illustration, New Business Development, Editing, Graphic Design, Character Animation, Content Management, New Media, Advertising, Publications, Nonprofits, Cartoons, Freelance Writing, Content Development, Storyboarding, Social Media, Film, Digital Illustration, Layout, Mac, Licensing, Strategic Partnerships, Art, Short Stories, Creative Direction, Illustrator
Education
Hofstra University
BA, Biology
Valiant Entertainment 2009 - Present
Varick Street Litho June 2009 - January 2011
Ensig Group October 2008 - February 2010
Wizard Entertainment October 1994 - October 2008
Voyager Communications 1990 - 1994
Bankers Trust Company 1982 - 1989
American International School, Israel 1978 - 1982
Betar Educational Youth Organization 1976 - 1977
American Zionist Youth Foundation 1975 - 1976
Skills
Publishing, Entertainment, Comic Books, Books, E-commerce, Sales, Content Strategy, Creative Writing, Online Marketing, Screenwriting, Copywriting, Public Speaking, Comics, Magazines, Storytelling, Leadership, Publicity, Digital Media, Television, Editorial, Copy Editing, Facebook, Social Networking, Video Games, Blogging, Illustration, New Business Development, Editing, Graphic Design, Character Animation, Content Management, New Media, Advertising, Publications, Nonprofits, Cartoons, Freelance Writing, Content Development, Storyboarding, Social Media, Film, Digital Illustration, Layout, Mac, Licensing, Strategic Partnerships, Art, Short Stories, Creative Direction, Illustrator
Education
Hofstra University
BA, Biology
Salvatore Scotto, CAMS's Bankers Trust Company Experience August 1988 - March 1991
Job Chief Executive Officer at Sanctions Forensics & FCC Advisory Services
Industry Banking
Experience
Sanctions Forensics & FCC Advisory Services April 2015 - Present
Regional Head of Sanctions (interim) January 2014 - April 2015
HSBC North America Holdings March 2011 - January 2014
U.S. Department of Treasury, Office of Foreign Assets Control. April 2009 - October 2012
Bank of America August 1999 - February 2009
Bank of America October 1996 - August 1999
BankAmerica International - New York August 1993 - October 1995
Metropolitan Life May 1991 - July 1992
Bankers Trust Company August 1988 - March 1991
US Trust Company August 1988 - March 1991
Skills
OFAC, Financial Services, Banking, AML, Risk Management, Bank Secrecy Act, KYC, USA PATRIOT Act, Financial Institutions, Risk Assessment, Internal Audit, Financial Risk, Auditing, Finance, Operational Risk, Payments, Project Management, Anti Money Laundering, Sanction, Compliance, Corporate Governance, Governance, Securities, Internal Controls, Enterprise Risk..., Fraud, Due Diligence, Analysis, Program Management, Mergers & Acquisitions, Capital Markets, Credit, Financial Regulation, Operational Risk..., Policy, Equities, Management, Securities Regulation, Credit Cards, Credit Risk, Basel II, Retail Banking, Hedge Funds, Investment Banking, Fraud Detection
Education
Kingsborough Community College 1977 — 1979
AAS, Business Administration
Sanctions Forensics & FCC Advisory Services April 2015 - Present
Regional Head of Sanctions (interim) January 2014 - April 2015
HSBC North America Holdings March 2011 - January 2014
U.S. Department of Treasury, Office of Foreign Assets Control. April 2009 - October 2012
Bank of America August 1999 - February 2009
Bank of America October 1996 - August 1999
BankAmerica International - New York August 1993 - October 1995
Metropolitan Life May 1991 - July 1992
Bankers Trust Company August 1988 - March 1991
US Trust Company August 1988 - March 1991
Skills
OFAC, Financial Services, Banking, AML, Risk Management, Bank Secrecy Act, KYC, USA PATRIOT Act, Financial Institutions, Risk Assessment, Internal Audit, Financial Risk, Auditing, Finance, Operational Risk, Payments, Project Management, Anti Money Laundering, Sanction, Compliance, Corporate Governance, Governance, Securities, Internal Controls, Enterprise Risk..., Fraud, Due Diligence, Analysis, Program Management, Mergers & Acquisitions, Capital Markets, Credit, Financial Regulation, Operational Risk..., Policy, Equities, Management, Securities Regulation, Credit Cards, Credit Risk, Basel II, Retail Banking, Hedge Funds, Investment Banking, Fraud Detection
Education
Kingsborough Community College 1977 — 1979
AAS, Business Administration
Mark Covello's Bankers Trust Company Experience 1986 - 1999
Job SVP at Constantin Control Associates
Industry Staffing and Recruiting
Experience
Constantin Control Associates September 2000 - Present
Deutsche Bank (formerly Bankers Trust Company) October 1999 - September 2000
Bankers Trust Company 1986 - 1999
JPMorgan Chase 1981 - 1986
Skills
Asset Managment, Fixed Income
Education
Hobart and William Smith Colleges 1974 — 1979
BA, Psychology
Montclair High School
Constantin Control Associates September 2000 - Present
Deutsche Bank (formerly Bankers Trust Company) October 1999 - September 2000
Bankers Trust Company 1986 - 1999
JPMorgan Chase 1981 - 1986
Skills
Asset Managment, Fixed Income
Education
Hobart and William Smith Colleges 1974 — 1979
BA, Psychology
Montclair High School
Anna Tsipenyuk's Bankers Trust Company Experience June 1996 - December 1997
Job Adjunct Instructor of Computer Science at Berkeley College & ASA Institute of Business and Computer Technology
Industry Information Technology and Services
Experience
Berkeley College & ASA Institute of Business and Computer Technology October 2007 - Present
Touro College, Graduate School of Technology September 2013 - December 2013
NBTY December 2006 - June 2007
TIAA-CREF 2001 - 2006
Eisner Technology Solutions November 1999 - December 2000
EnableVision, LLC December 1998 - November 1999
Guy Carpenter December 1997 - December 1998
Bankers Trust Company June 1996 - December 1997
Skills
SQL, Database Design, Software Development, Access, Microsoft Office, Unix, Systems Analysis, Data Analysis, Adult Education, E-Learning, E-learning..., Curriculum Design, College Teaching, Instructional Design
Education
Kyiv National Taras Shevchenko University 1980 — 1986
M.S., Mathematics and Computer Science
Berkeley College & ASA Institute of Business and Computer Technology October 2007 - Present
Touro College, Graduate School of Technology September 2013 - December 2013
NBTY December 2006 - June 2007
TIAA-CREF 2001 - 2006
Eisner Technology Solutions November 1999 - December 2000
EnableVision, LLC December 1998 - November 1999
Guy Carpenter December 1997 - December 1998
Bankers Trust Company June 1996 - December 1997
Skills
SQL, Database Design, Software Development, Access, Microsoft Office, Unix, Systems Analysis, Data Analysis, Adult Education, E-Learning, E-learning..., Curriculum Design, College Teaching, Instructional Design
Education
Kyiv National Taras Shevchenko University 1980 — 1986
M.S., Mathematics and Computer Science
Susan Kim, CIPM's Bankers Trust Company Experience March 1998 - April 1999
Job Associate Director at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC February 2015 - Present
Goldman Sachs September 2006 - January 2015
Control Services Group, Inc. June 2005 - March 2006
Deutsche Bank/State Street Bank & Co April 2002 - March 2004
Deutsche Bank Trust Company Americas April 2001 - March 2002
Bankers Trust Company March 1998 - April 1999
The Korea Development Bank – NY Branch March 1997 - March 1998
Skills
Equities, Hedge Funds, Securities, Equity Capital Markets, Microsoft Excel, Mutual Funds, Private Equity, Portfolio Management, Accounting, Structured Finance, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2003 — 2005
MBA, Finance and Management, 3.8
Rensselaer Polytechnic Institute 1990 — 1995
Bachelor of Science (B.S.), Environmental Engineering
The Bronx High School of Science 1987 — 1990
Apollo Global Management LLC February 2015 - Present
Goldman Sachs September 2006 - January 2015
Control Services Group, Inc. June 2005 - March 2006
Deutsche Bank/State Street Bank & Co April 2002 - March 2004
Deutsche Bank Trust Company Americas April 2001 - March 2002
Bankers Trust Company March 1998 - April 1999
The Korea Development Bank – NY Branch March 1997 - March 1998
Skills
Equities, Hedge Funds, Securities, Equity Capital Markets, Microsoft Excel, Mutual Funds, Private Equity, Portfolio Management, Accounting, Structured Finance, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2003 — 2005
MBA, Finance and Management, 3.8
Rensselaer Polytechnic Institute 1990 — 1995
Bachelor of Science (B.S.), Environmental Engineering
The Bronx High School of Science 1987 — 1990
John Vanderpool's Bankers Trust Company Experience 1980 - 1987
Job Financial Services Professional
Industry Financial Services
Experience
Bank of New York Mellon 2003 - 2008
Mellon 1992 - 2008
Mellon Financial Corporation 1992 - 2003
Bank of America 1987 - 1992
Bankers Trust Company 1980 - 1987
Avon Products, Inc. 1973 - 1980
Education
Fordham Gabelli School of Business 1976 — 1979
M.B.A., International Operations
Manhattan College 1966 — 1970
B.A., Political Science
Bank of New York Mellon 2003 - 2008
Mellon 1992 - 2008
Mellon Financial Corporation 1992 - 2003
Bank of America 1987 - 1992
Bankers Trust Company 1980 - 1987
Avon Products, Inc. 1973 - 1980
Education
Fordham Gabelli School of Business 1976 — 1979
M.B.A., International Operations
Manhattan College 1966 — 1970
B.A., Political Science
Jennifer (Frohne) Braun's Bankers Trust Company Experience 1994 - 1997
Job Marketing and Brand Development
Industry Marketing and Advertising
Experience
Odonnell Co. September 2014 - Present
UBS Investment Bank - Stamford CT January 2011 - June 2014
Marketing & Communications 2003 - 2011
BrokerTec Global 2001 - 2003
Instinet Corporation 1998 - 2001
Deutsche Bank 1997 - 1999
Bankers Trust Company 1994 - 1997
Skills
Equities, Financial Services, Trading, Marketing, Banking, Investments, Fixed Income, Derivatives, Capital Markets, Bloomberg, Hedge Funds, Financial Markets, Securities, Investment Banking, Emerging Markets, Management, Strategy
Education
Fordham University 1990 — 1994
Odonnell Co. September 2014 - Present
UBS Investment Bank - Stamford CT January 2011 - June 2014
Marketing & Communications 2003 - 2011
BrokerTec Global 2001 - 2003
Instinet Corporation 1998 - 2001
Deutsche Bank 1997 - 1999
Bankers Trust Company 1994 - 1997
Skills
Equities, Financial Services, Trading, Marketing, Banking, Investments, Fixed Income, Derivatives, Capital Markets, Bloomberg, Hedge Funds, Financial Markets, Securities, Investment Banking, Emerging Markets, Management, Strategy
Education
Fordham University 1990 — 1994
Bruce J. Stuart's Bankers Trust Company Experience 1989 - 1990
Job Independent Contractor
Industry Financial Services
Experience
New Jersey Lawyers Service August 2012 - November 2012
Further, LLC May 2011 - July 2011
tiaa-cref 1990 - June 2011
TIAA-CREF 1990 - 2008
Bankers Trust Company 1989 - 1990
Prudential-Bache Securities 1985 - 1989
Skills
Business Analysis, Customer Relations, Problem Solving, Program Management, Leadership, Customer Service, Risk Management, Training, Change Management, Project Management, CRM, Management, Cross-functional Team..., Strategic Planning, Marketing, Process Improvement, Microsoft Office, Sales, Social Media, Event Planning
Education
Hofstra University 1980 — 1984
BBA Banking, Finance and Investments, Finance and Financial Management Services
Seaford High School 1977 — 1980
New Jersey Lawyers Service August 2012 - November 2012
Further, LLC May 2011 - July 2011
tiaa-cref 1990 - June 2011
TIAA-CREF 1990 - 2008
Bankers Trust Company 1989 - 1990
Prudential-Bache Securities 1985 - 1989
Skills
Business Analysis, Customer Relations, Problem Solving, Program Management, Leadership, Customer Service, Risk Management, Training, Change Management, Project Management, CRM, Management, Cross-functional Team..., Strategic Planning, Marketing, Process Improvement, Microsoft Office, Sales, Social Media, Event Planning
Education
Hofstra University 1980 — 1984
BBA Banking, Finance and Investments, Finance and Financial Management Services
Seaford High School 1977 — 1980
Robert Lovejoy's Bankers Trust Company Experience December 1977 - October 1988
Job President, RL Consulting Services LLC
Industry Retail
Experience
RL Consulting Services March 2006 - Present
Roundtree Markets Inc. February 2002 - February 2006
Wilson Foods Co. October 1999 - February 2002
American Commercial Industries, Inc September 1998 - September 1999
General Host Corporation October 1988 - September 1998
Bankers Trust Company December 1977 - October 1988
Union Carbide June 1965 - December 1977
Skills
Mergers, Business Planning, Restructuring, Cash Flow, Management Consulting, Strategic Planning, Risk Management, Financial Modeling, Due Diligence, Retail, Accounting, Financial Analysis, Mergers & Acquisitions, Asset Management, Real Estate, Interim, Corporate Finance, Finance, Private Equity, Start-ups, Strategy, Budgets
Education
Harvard Business School 1996 — 1996
AMP 111, Advanced Management Program
New York University - Leonard N. Stern School of Business 1970 — 1972
MBA, Accounting
Northwestern University 1961 — 1965
BS, Finance
RL Consulting Services March 2006 - Present
Roundtree Markets Inc. February 2002 - February 2006
Wilson Foods Co. October 1999 - February 2002
American Commercial Industries, Inc September 1998 - September 1999
General Host Corporation October 1988 - September 1998
Bankers Trust Company December 1977 - October 1988
Union Carbide June 1965 - December 1977
Skills
Mergers, Business Planning, Restructuring, Cash Flow, Management Consulting, Strategic Planning, Risk Management, Financial Modeling, Due Diligence, Retail, Accounting, Financial Analysis, Mergers & Acquisitions, Asset Management, Real Estate, Interim, Corporate Finance, Finance, Private Equity, Start-ups, Strategy, Budgets
Education
Harvard Business School 1996 — 1996
AMP 111, Advanced Management Program
New York University - Leonard N. Stern School of Business 1970 — 1972
MBA, Accounting
Northwestern University 1961 — 1965
BS, Finance
Linda Cowger's Bankers Trust Company Experience June 2000 - Present
Job Lockbox Managing Officer at Bankers Trust Company
Industry Banking
Experience
Iowa Homeless Youth Center 2001 - Present
Bankers Trust Company June 2000 - Present
Bankers Trust 2000 - 2011
Education
Iowa State University 1967 — 1969
Iowa Homeless Youth Center 2001 - Present
Bankers Trust Company June 2000 - Present
Bankers Trust 2000 - 2011
Education
Iowa State University 1967 — 1969
Darice Taverna's Bankers Trust Company Experience January 1977 - January 1990
Job Financial Services Professional
Industry Financial Services
Experience
CREDIT SUISSE FIRST BOSTON November 2000 - July 2001
Donaldson, Lufkin & Jenrette April 2000 - November 2000
KPMG CONSULTING April 1999 - March 2000
CITIBANK, NA March 1990 - May 1998
BANKERS TRUST COMPANY January 1977 - January 1990
Skills
Employee Benefits, Process Improvement, Analysis, Financial Services, Mergers & Acquisitions, Human Resources, Management, Deferred Compensation, Investments, Sales, Equities
Education
Adelphi University, Graduate School of Business
MBA
Manhattanville College
BA, Economics
CREDIT SUISSE FIRST BOSTON November 2000 - July 2001
Donaldson, Lufkin & Jenrette April 2000 - November 2000
KPMG CONSULTING April 1999 - March 2000
CITIBANK, NA March 1990 - May 1998
BANKERS TRUST COMPANY January 1977 - January 1990
Skills
Employee Benefits, Process Improvement, Analysis, Financial Services, Mergers & Acquisitions, Human Resources, Management, Deferred Compensation, Investments, Sales, Equities
Education
Adelphi University, Graduate School of Business
MBA
Manhattanville College
BA, Economics
Greg Bazarian's Bankers Trust Company Experience February 1996 - December 1997
Job Director US OTC Back Office at Societe Generale
Industry Investment Management
Experience
Societe Generale July 2013 - Present
Perella Weinberg Partners October 2011 - July 2013
Hutchin Hill Capital, L.P. August 2010 - October 2011
QVT Financial LP May 2007 - December 2009
Pequot Capital January 2007 - April 2007
Amaranth February 2003 - December 2006
Morgan Stanley December 1997 - February 2003
Bankers Trust Company February 1996 - December 1997
Chemical Bank June 1994 - February 1996
Skills
Banking, Risk Management, Hedge Funds, Investments, Derivatives, Portfolio Management, Emerging Markets, Equities, Swaps, Alternative Investments, Trading, Securities, Asset Management, Capital Markets, Financial Modeling, Product Control, Bloomberg, Investment Banking, Middle Office, FX Options, Private Equity, Fixed Income, Trading Systems, Financial Services
Education
Lafayette College 1990 — 1994
Wilbraham & Monson Academy
Societe Generale July 2013 - Present
Perella Weinberg Partners October 2011 - July 2013
Hutchin Hill Capital, L.P. August 2010 - October 2011
QVT Financial LP May 2007 - December 2009
Pequot Capital January 2007 - April 2007
Amaranth February 2003 - December 2006
Morgan Stanley December 1997 - February 2003
Bankers Trust Company February 1996 - December 1997
Chemical Bank June 1994 - February 1996
Skills
Banking, Risk Management, Hedge Funds, Investments, Derivatives, Portfolio Management, Emerging Markets, Equities, Swaps, Alternative Investments, Trading, Securities, Asset Management, Capital Markets, Financial Modeling, Product Control, Bloomberg, Investment Banking, Middle Office, FX Options, Private Equity, Fixed Income, Trading Systems, Financial Services
Education
Lafayette College 1990 — 1994
Wilbraham & Monson Academy
John E. Lee's Bankers Trust Company Experience 1982 - 1988
Job Partner, CoFounder of JJ Bergen & Associates
Industry Financial Services
Experience
JJ Bergen & Associates May 2014 - Present
Heidrick & Struggles April 2008 - May 2014
New Millennium Group, Inc. January 2002 - April 2008
Credit Suisse First Boston April 1999 - August 2001
ING Bank February 1998 - April 1999
Peregrine Investments Holdings, Ltd (Hong Kong) February 1994 - February 1998
Peregrine Investments Holding 1994 - 1998
Lehman Brothers 1991 - 1994
Prudential Financial 1988 - 1990
Bankers Trust Company 1982 - 1988
Education
Fordham University
JJ Bergen & Associates May 2014 - Present
Heidrick & Struggles April 2008 - May 2014
New Millennium Group, Inc. January 2002 - April 2008
Credit Suisse First Boston April 1999 - August 2001
ING Bank February 1998 - April 1999
Peregrine Investments Holdings, Ltd (Hong Kong) February 1994 - February 1998
Peregrine Investments Holding 1994 - 1998
Lehman Brothers 1991 - 1994
Prudential Financial 1988 - 1990
Bankers Trust Company 1982 - 1988
Education
Fordham University
Brian McLoone's Bankers Trust Company Experience 1989 - 1995
Job Senior Vice President Financial Mgt Group
Industry Financial Services
Experience
Prudential Financial ConsultantBridgewater Associates2013 - 2013
MetLife Inc 2008 - 2012
AIG Global Investment Group 2001 - 2008
Lehman Brothers 2000 - 2001
Garban Broking Services LLC 1998 - 2000
Deutsche Bank 1995 - 1998
Bankers Trust Company 1989 - 1995
Salomon Brothers Inc 1984 - 1989
Peat, Marwick, Mitchell & Company 1979 - 1984
Skills
Accounting, Asset Managment, Private Equity, Hedge Funds, investment accounting, CPA, Investment Advisory, Due Diligence, Securities, Finance, Mergers, Managerial Finance, Derivatives, Mutual Funds, Leadership, Financial Services, Performance Attribution, Negotiation, Strategy, Financial Markets, Mentoring, Motivation, Staff..., Auditing, Mergers & Acquisitions, Fixed Income, Capital Markets, Investment Banking, Trading, Structured Products, Bloomberg, Portfolio Management, Financial Risk, Strategic Financial..., Valuation, Bonds, Loans, Investment Management, Asset Management
Education
Iona College 1974 — 1978
BBA, Acconting
Prudential Financial ConsultantBridgewater Associates2013 - 2013
MetLife Inc 2008 - 2012
AIG Global Investment Group 2001 - 2008
Lehman Brothers 2000 - 2001
Garban Broking Services LLC 1998 - 2000
Deutsche Bank 1995 - 1998
Bankers Trust Company 1989 - 1995
Salomon Brothers Inc 1984 - 1989
Peat, Marwick, Mitchell & Company 1979 - 1984
Skills
Accounting, Asset Managment, Private Equity, Hedge Funds, investment accounting, CPA, Investment Advisory, Due Diligence, Securities, Finance, Mergers, Managerial Finance, Derivatives, Mutual Funds, Leadership, Financial Services, Performance Attribution, Negotiation, Strategy, Financial Markets, Mentoring, Motivation, Staff..., Auditing, Mergers & Acquisitions, Fixed Income, Capital Markets, Investment Banking, Trading, Structured Products, Bloomberg, Portfolio Management, Financial Risk, Strategic Financial..., Valuation, Bonds, Loans, Investment Management, Asset Management
Education
Iona College 1974 — 1978
BBA, Acconting
Andrew Trickett's Bankers Trust Company Experience 1995 - 2000
Job Senior Managing Director, Investments
Industry Real Estate
Experience
Oxford Properties Group September 2005 - Present
Deutsche Bank January 2000 - January 2004
Bankers Trust Company 1995 - 2000
Skills
Asset Managment, Asset Management, Due Diligence, Investment Properties, Valuation, Corporate Real Estate, Disposition, Real Estate Development, Investments
Education
Queen's University 1991 — 1995
BCOMM, Business
Harvard Business School
Strategic Neogtiations - Executive Education
Harvard Business School
High Potential Leadership - Executive Education
Oxford Properties Group September 2005 - Present
Deutsche Bank January 2000 - January 2004
Bankers Trust Company 1995 - 2000
Skills
Asset Managment, Asset Management, Due Diligence, Investment Properties, Valuation, Corporate Real Estate, Disposition, Real Estate Development, Investments
Education
Queen's University 1991 — 1995
BCOMM, Business
Harvard Business School
Strategic Neogtiations - Executive Education
Harvard Business School
High Potential Leadership - Executive Education
Shane Williams's Bankers Trust Company Experience August 1991 - March 1992
Job Partner at Sia Partners
Industry Management Consulting
Experience
HSH Nordbank August 2012 - October 2013
BankerTek - Financial Services Consulting Solutions, Inc. January 2009 - October 2013
Freddie Mac July 2009 - February 2013
Societe Generale October 2000 - January 2009
Citigroup August 1997 - October 2000
Barclays Capital April 1992 - December 1994
Bankers Trust Company August 1991 - March 1992
Skills
Investment Banking, Fixed Income, Equities, Capital Markets, Derivatives, Consulting, Basel II, Market Risk, Business Strategy, Operational Risk, Credit Risk, CRM, Trading, Securities, Portfolio Management, Financial Services, Credit Derivatives, Financial Markets, Risk Management, Strategic Financial..., Valuation, Change Management, Loans, Credit, Equity Derivatives, Options, Commodity, Interest Rate..., Back Office, Finance, Financial Risk, Financial Modeling, Operational Risk..., Banking, Management, Project Management, Leadership, FX Options, Emerging Markets, Bloomberg, Trading Systems, Middle Office, Swaps, Collateral Management, Asset Management, Corporate Finance, Structured Products, Structured Finance, Strategy, Bonds
Education
Grenoble Ecole de Management 1996 — 1997
Masters in International Business, International Finance
Grenoble Ecole de Management 1996 — 1997
MIB, International Business
West Virginia University 1995 — 1996
Masters, Masters in Business Administration (MBA)
St. John's University, The Peter J. Tobin College of Business 1987 — 1991
BSc, Finance
HSH Nordbank August 2012 - October 2013
BankerTek - Financial Services Consulting Solutions, Inc. January 2009 - October 2013
Freddie Mac July 2009 - February 2013
Societe Generale October 2000 - January 2009
Citigroup August 1997 - October 2000
Barclays Capital April 1992 - December 1994
Bankers Trust Company August 1991 - March 1992
Skills
Investment Banking, Fixed Income, Equities, Capital Markets, Derivatives, Consulting, Basel II, Market Risk, Business Strategy, Operational Risk, Credit Risk, CRM, Trading, Securities, Portfolio Management, Financial Services, Credit Derivatives, Financial Markets, Risk Management, Strategic Financial..., Valuation, Change Management, Loans, Credit, Equity Derivatives, Options, Commodity, Interest Rate..., Back Office, Finance, Financial Risk, Financial Modeling, Operational Risk..., Banking, Management, Project Management, Leadership, FX Options, Emerging Markets, Bloomberg, Trading Systems, Middle Office, Swaps, Collateral Management, Asset Management, Corporate Finance, Structured Products, Structured Finance, Strategy, Bonds
Education
Grenoble Ecole de Management 1996 — 1997
Masters in International Business, International Finance
Grenoble Ecole de Management 1996 — 1997
MIB, International Business
West Virginia University 1995 — 1996
Masters, Masters in Business Administration (MBA)
St. John's University, The Peter J. Tobin College of Business 1987 — 1991
BSc, Finance
Taugh Lynch's Bankers Trust Company Experience 1992 - 2000
Job VP at JPMorgan
Industry Financial Services
Experience
JPMorgan Vice PresidentJPMorgan Chase2008 - Present
Jefferies & Company 2006 - 2008
Commerzbank 2003 - 2005
State Street Bank 2002 - 2003
Deutsche Bank 2000 - 2002
Bankers Trust Company 1992 - 2000
The Bank of New York 1989 - 1992
Skills
Bloomberg, Repossessions, Securities Lending, Equities, Trading, Sales, Securities, Fixed Income, Series 7, Hedge Funds, Settlement, Capital Markets, Prime Brokerage
Education
Fordham University 1981 — 1985
BA, English
JPMorgan Vice PresidentJPMorgan Chase2008 - Present
Jefferies & Company 2006 - 2008
Commerzbank 2003 - 2005
State Street Bank 2002 - 2003
Deutsche Bank 2000 - 2002
Bankers Trust Company 1992 - 2000
The Bank of New York 1989 - 1992
Skills
Bloomberg, Repossessions, Securities Lending, Equities, Trading, Sales, Securities, Fixed Income, Series 7, Hedge Funds, Settlement, Capital Markets, Prime Brokerage
Education
Fordham University 1981 — 1985
BA, English
Jeri Baysinger's Bankers Trust Company Experience 1982 - 1994
Job Consultant/Trainer at Jack Henry & Associates
Industry Banking
Experience
Jack Henry & Associates Financial CounselorPrincipal Financial Group1990 - 1997
Bankers Trust Company 1982 - 1994
Bankers Trust Company 1982 - 1994
Bankers Trust Company 1982 - 1994
Skills
Team Management, Management, Sales Management, Business Analysis, Microsoft SQL Server, Software Project..., Requirements Analysis, SharePoint, Process Improvement, CRM, Business Intelligence
Education
Grand View College
Business Administration and Management, General
Simpson College
Associate's degree, Marketing/Marketing Management, General
Jack Henry & Associates Financial CounselorPrincipal Financial Group1990 - 1997
Bankers Trust Company 1982 - 1994
Bankers Trust Company 1982 - 1994
Bankers Trust Company 1982 - 1994
Skills
Team Management, Management, Sales Management, Business Analysis, Microsoft SQL Server, Software Project..., Requirements Analysis, SharePoint, Process Improvement, CRM, Business Intelligence
Education
Grand View College
Business Administration and Management, General
Simpson College
Associate's degree, Marketing/Marketing Management, General
Paul Caleca's Bankers Trust Company Experience 1991 - 1995
Job Managing Director at TIAACREF
Industry Banking
Experience
TIAA-CREF January 2010 - Present
Wachovia Bank November 2006 - January 2010
Bank of America June 2000 - September 2006
Deutsche Bank June 1995 - May 2000
Bankers Trust Company 1991 - 1995
Bankers Trust March 1988 - March 1991
Bankers Trust November 1986 - March 1988
Skills
Trading, Credit Risk, Capital Markets, Risk Management, Fixed Income, Banking, Investment Banking, Financial Risk, Portfolio Management, Derivatives, Valuation, Equities, Investments
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Lehigh University 1981 — 1985
BS - Business and Economics, Finance with additional study in Industrial Engineering
TIAA-CREF January 2010 - Present
Wachovia Bank November 2006 - January 2010
Bank of America June 2000 - September 2006
Deutsche Bank June 1995 - May 2000
Bankers Trust Company 1991 - 1995
Bankers Trust March 1988 - March 1991
Bankers Trust November 1986 - March 1988
Skills
Trading, Credit Risk, Capital Markets, Risk Management, Fixed Income, Banking, Investment Banking, Financial Risk, Portfolio Management, Derivatives, Valuation, Equities, Investments
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Lehigh University 1981 — 1985
BS - Business and Economics, Finance with additional study in Industrial Engineering
Mark MaKlary's Bankers Trust Company Experience 1988 - 1996
Job Performance Measurement and Risk Measurement Expert
Industry Financial Services
Experience
Maklary & Co February 2011 - Present
The Enosys Group 2014 - 2015
Amalgamated Bank September 2010 - February 2011
Citibank December 1996 - 2009
BANKERS TRUST COMPANY 1988 - 1996
Merrill Lynch 1985 - 1988
Skills
Performance Measurement..., Barra Aegis, Total..., Index selection, Green Lawns, GIPS, Equities, Mutual Funds, Fixed Income, Investments, Financial Risk, Institutional..., Bloomberg, Derivatives, Investment Management, Investment Strategies, Hedge Funds, Financial Services, Asset Management, Securities, Financial Markets, Capital Markets, Portfolio Management, Alternative Investments, Asset Allocation, Middle Office, Risk Management, Banking, Investment Banking, Private Equity, Wealth Management, Trading, Trading Systems, Investment Advisory
Education
Kean University 1979 — 1983
BS, Quanitative Method & Operations Research & Management
Maklary & Co February 2011 - Present
The Enosys Group 2014 - 2015
Amalgamated Bank September 2010 - February 2011
Citibank December 1996 - 2009
BANKERS TRUST COMPANY 1988 - 1996
Merrill Lynch 1985 - 1988
Skills
Performance Measurement..., Barra Aegis, Total..., Index selection, Green Lawns, GIPS, Equities, Mutual Funds, Fixed Income, Investments, Financial Risk, Institutional..., Bloomberg, Derivatives, Investment Management, Investment Strategies, Hedge Funds, Financial Services, Asset Management, Securities, Financial Markets, Capital Markets, Portfolio Management, Alternative Investments, Asset Allocation, Middle Office, Risk Management, Banking, Investment Banking, Private Equity, Wealth Management, Trading, Trading Systems, Investment Advisory
Education
Kean University 1979 — 1983
BS, Quanitative Method & Operations Research & Management
Michael J. Sclafani's Bankers Trust Company Experience 1986 - 1999
Job SVP Operational Risk Group Manager, Securities and Banking, ICG at Citibank
Industry Financial Services
Experience
Citibank June 2010 - Present
PowerPlay Consulting September 2007 - June 2010
Deutsche Bank 1999 - 2007
Bankers Trust company 1986 - 1999
HBO 1981 - 1985
Skills
Investment Banking, Banking, Financial Risk, Treasury Management, Operational Risk, Risk Management, Cash Management, SWIFT payments, Payments, Payment Systems, Business Analysis, Financial Services, AML, Operational Risk..., Back Office, Portfolio Management, Capital Markets, Anti Money Laundering
Education
Grand Canyon University 2010 — 2012
Masters, Education K-12, 3.92
Iona College 1978 — 1981
BS, Management, 3.0
Citibank June 2010 - Present
PowerPlay Consulting September 2007 - June 2010
Deutsche Bank 1999 - 2007
Bankers Trust company 1986 - 1999
HBO 1981 - 1985
Skills
Investment Banking, Banking, Financial Risk, Treasury Management, Operational Risk, Risk Management, Cash Management, SWIFT payments, Payments, Payment Systems, Business Analysis, Financial Services, AML, Operational Risk..., Back Office, Portfolio Management, Capital Markets, Anti Money Laundering
Education
Grand Canyon University 2010 — 2012
Masters, Education K-12, 3.92
Iona College 1978 — 1981
BS, Management, 3.0
Bernard See's Bankers Trust Company Experience 1978 - 1979
Job at Biscayne Consulting
Industry Banking
Experience
Biscayne Consulting 2008 - Present
Intercredit Bank, N.A. 1993 - 2007
Golden City Commercial Bank 1988 - 1993
National Westminster Bank USA 1984 - 1987
American Express Bank International November 1979 - 1984
Bankers Trust Company 1978 - 1979
The Chase Manhattan Bank 1973 - 1978
United States Peace Corps 1967 - 1969
Skills
Credit, Financial Analysis, Loans, Policy, Credit Analysis, Underwriting, Credit Risk, Banking, Risk Management, Commercial Banking, Mortgage, Commercial Lending, Mortgage Lending
Education
Columbia University 1969 — 1973
Master of Arts, Political Science
Harvard University 1963 — 1967
Bachelor of Arts, Government
Brien McMahon 1960 — 1963
Biscayne Consulting 2008 - Present
Intercredit Bank, N.A. 1993 - 2007
Golden City Commercial Bank 1988 - 1993
National Westminster Bank USA 1984 - 1987
American Express Bank International November 1979 - 1984
Bankers Trust Company 1978 - 1979
The Chase Manhattan Bank 1973 - 1978
United States Peace Corps 1967 - 1969
Skills
Credit, Financial Analysis, Loans, Policy, Credit Analysis, Underwriting, Credit Risk, Banking, Risk Management, Commercial Banking, Mortgage, Commercial Lending, Mortgage Lending
Education
Columbia University 1969 — 1973
Master of Arts, Political Science
Harvard University 1963 — 1967
Bachelor of Arts, Government
Brien McMahon 1960 — 1963
William Hoar's Bankers Trust Company Experience 1980 - 1989
Job Staging and Redesign for Residential Real Estate and Principal of Willton Associates, LLC
Industry Design
Experience
Willton Associates, LLC 2004 - Present
Hilb Rogal & Hobbs 1994 - 2004
Chemical Bank 1989 - 1994
Bankers Trust Company 1980 - 1989
Chase Manhattan Bank 1971 - 1980
Skills
Selling, Property, Marketing, Social Media, Residential Homes, Renovation, Real Estate, Listings, Public Relations, New Business Development, Program Management, Contract Negotiation, Small Business, Fundraising, Commercial Insurance, Nonprofits, Budgets, Event Planning, Public Speaking, Sales, Social Media Marketing, Strategic Planning, Trading, Emerging Markets, Apartments, Email Marketing, Advertising, Marketing Strategy, Strategy, Home Staging, Negotiation, Entrepreneurship, Sellers, Condos, Real Estate Transactions, Business Development, Investments, Business Planning, Online Marketing, Start-ups
Education
Harvard University 1967 — 1971
BA, English/Fine Arts
Kent School 1964 — 1967
High School, General
Willton Associates, LLC 2004 - Present
Hilb Rogal & Hobbs 1994 - 2004
Chemical Bank 1989 - 1994
Bankers Trust Company 1980 - 1989
Chase Manhattan Bank 1971 - 1980
Skills
Selling, Property, Marketing, Social Media, Residential Homes, Renovation, Real Estate, Listings, Public Relations, New Business Development, Program Management, Contract Negotiation, Small Business, Fundraising, Commercial Insurance, Nonprofits, Budgets, Event Planning, Public Speaking, Sales, Social Media Marketing, Strategic Planning, Trading, Emerging Markets, Apartments, Email Marketing, Advertising, Marketing Strategy, Strategy, Home Staging, Negotiation, Entrepreneurship, Sellers, Condos, Real Estate Transactions, Business Development, Investments, Business Planning, Online Marketing, Start-ups
Education
Harvard University 1967 — 1971
BA, English/Fine Arts
Kent School 1964 — 1967
High School, General
Paul Curran, CFA's Bankers Trust Company Experience June 1993 - March 1997
Job Vice President at Prudential Financial
Industry Investment Banking
Experience
Prudential Financial June 2013 - Present
Bank of America March 1999 - October 2012
TUDOR INVESTMENT CORPORATION March 1997 - March 1999
Bankers Trust Company June 1993 - March 1997
Skills
Fixed Income, Capital Markets, Portfolio Management, Investments, Hedge Funds, Alternative Investments, Asset Managment, Structured Finance, Financial Modeling, Stable Value, Risk Management, Mutual Funds, Securities, Financial Services, Management, Banking, Equities, Insurance, Financial Risk, Derivatives, Bloomberg
Education
Fordham Gabelli School of Business 1995 — 1998
MBA, Finance
Rutgers University-New Brunswick 1989 — 1993
BA, Economics
Prudential Financial June 2013 - Present
Bank of America March 1999 - October 2012
TUDOR INVESTMENT CORPORATION March 1997 - March 1999
Bankers Trust Company June 1993 - March 1997
Skills
Fixed Income, Capital Markets, Portfolio Management, Investments, Hedge Funds, Alternative Investments, Asset Managment, Structured Finance, Financial Modeling, Stable Value, Risk Management, Mutual Funds, Securities, Financial Services, Management, Banking, Equities, Insurance, Financial Risk, Derivatives, Bloomberg
Education
Fordham Gabelli School of Business 1995 — 1998
MBA, Finance
Rutgers University-New Brunswick 1989 — 1993
BA, Economics
Gennaro Contella's Bankers Trust Company Experience August 1992 - March 1999
Job Director Global Account Manager at SunGard
Industry Banking
Experience
SunGard September 2013 - Present
JPMorgan March 1999 - April 2013
Bankers Trust Company August 1992 - March 1999
Prudential Insurance March 1992 - August 1992
Skills
Prime Brokerage, Fixed Income, Hedge Funds, Banking, Financial Services, Relationship Management, Investments, Asset Management, Equities, Global Custody, Capital Markets, Back Office, Alternative Investments, Collateral Management, Derivatives, Electronic Trading, Financial Markets, Management, Portfolio Management, Securities, Trading Systems
Education
Kean University 1987 — 1991
B.S. Management, Management, Marketing
SunGard September 2013 - Present
JPMorgan March 1999 - April 2013
Bankers Trust Company August 1992 - March 1999
Prudential Insurance March 1992 - August 1992
Skills
Prime Brokerage, Fixed Income, Hedge Funds, Banking, Financial Services, Relationship Management, Investments, Asset Management, Equities, Global Custody, Capital Markets, Back Office, Alternative Investments, Collateral Management, Derivatives, Electronic Trading, Financial Markets, Management, Portfolio Management, Securities, Trading Systems
Education
Kean University 1987 — 1991
B.S. Management, Management, Marketing
Nancy Levin's Bankers Trust Company Experience September 1987 - November 1989
Job at US EPA
Industry Government Administration
Experience
US Environmental Protection Agency February 2011 - Present
US Environmental Protection Agency October 2007 - May 2011
US Environmental Protection Agency August 2001 - September 2007
Game Plan Consulting July 1998 - July 2001
Women's Sports Connection July 1995 - June 1998
Pacific Institute for Studies in Development, Environment, & Security May 1990 - May 1995
Bankers Trust Company September 1987 - November 1989
Massachusetts Department of Public Health January 1984 - July 1984
Carolina Community Project January 1983 - December 1983
MassChoice June 1978 - December 1982
Skills
Environmental Policy, Policy Analysis, Climate Change, Environmental Awareness, Sustainability, Public Policy, Community Outreach, Environmental Science, Sustainable Development, Government, Policy, Non-profits, Public Speaking, Grant Writing, Program Management, Renewable Energy, GIS, Strategic Planning, Research, Environmental...
Education
Yale University - Yale School of Management 1985 — 1987
MBA, Finance, Organizational Development
Harvard University 1974 — 1978
AB, Political Theory, Economics
US Environmental Protection Agency February 2011 - Present
US Environmental Protection Agency October 2007 - May 2011
US Environmental Protection Agency August 2001 - September 2007
Game Plan Consulting July 1998 - July 2001
Women's Sports Connection July 1995 - June 1998
Pacific Institute for Studies in Development, Environment, & Security May 1990 - May 1995
Bankers Trust Company September 1987 - November 1989
Massachusetts Department of Public Health January 1984 - July 1984
Carolina Community Project January 1983 - December 1983
MassChoice June 1978 - December 1982
Skills
Environmental Policy, Policy Analysis, Climate Change, Environmental Awareness, Sustainability, Public Policy, Community Outreach, Environmental Science, Sustainable Development, Government, Policy, Non-profits, Public Speaking, Grant Writing, Program Management, Renewable Energy, GIS, Strategic Planning, Research, Environmental...
Education
Yale University - Yale School of Management 1985 — 1987
MBA, Finance, Organizational Development
Harvard University 1974 — 1978
AB, Political Theory, Economics
Bert Fuqua's Bankers Trust Company Experience 1993 - 1996
Job Managing Director at UBS Investment Bank
Industry Banking
Experience
UBS 2002 - Present
Bear Stearns & Co. 2000 - 2002
RBS Greenwich Capital 1996 - 2000
Bankers Trust Company 1993 - 1996
Skills
Structured Products, Credit Derivatives, Fixed Income, Derivatives, Capital Markets, Dodd-Frank, Structured Finance, Securitization, Investment Banking
Education
New York University School of Law 1989 — 1992
J.D.
Harvard University 1985 — 1989
A.B., Economics
UBS 2002 - Present
Bear Stearns & Co. 2000 - 2002
RBS Greenwich Capital 1996 - 2000
Bankers Trust Company 1993 - 1996
Skills
Structured Products, Credit Derivatives, Fixed Income, Derivatives, Capital Markets, Dodd-Frank, Structured Finance, Securitization, Investment Banking
Education
New York University School of Law 1989 — 1992
J.D.
Harvard University 1985 — 1989
A.B., Economics
Debra Sherman's Bankers Trust Company Experience 1989 - 1994
Job Management Consultant at DRSConsulting
Industry Management Consulting
Experience
DRSConsulting 1994 - Present
Bankers Trust Company 1989 - 1994
Touche Ross & Co. November 1984 - November 1989
Skills
Management Consulting, Financial Analysis, Business Transformation, Business Analysis, Business Strategy, Program Management, Acquisition Integration, IT Strategy, Mergers & Acquisitions, Strategic Planning, Due Diligence, Project Management, Start-ups, Managerial Finance, Financial Services, Vendor Management, Portfolio Management, Management, Marketing Strategy, Analytics, Financial Reporting, Investments, Governance, Risk Management, Change Management
Education
Fordham Gabelli School of Business
MBA, Finance
New York University
BA, Math
DRSConsulting 1994 - Present
Bankers Trust Company 1989 - 1994
Touche Ross & Co. November 1984 - November 1989
Skills
Management Consulting, Financial Analysis, Business Transformation, Business Analysis, Business Strategy, Program Management, Acquisition Integration, IT Strategy, Mergers & Acquisitions, Strategic Planning, Due Diligence, Project Management, Start-ups, Managerial Finance, Financial Services, Vendor Management, Portfolio Management, Management, Marketing Strategy, Analytics, Financial Reporting, Investments, Governance, Risk Management, Change Management
Education
Fordham Gabelli School of Business
MBA, Finance
New York University
BA, Math
Eric Augustyn's Bankers Trust Company Experience 1989 - 1994
Job Head Option Strategies Group at Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo 2009 - 2010
Wells Fargo 2006 - 2009
Wells Fargo 2004 - 2006
Wells Fargo 1998 - 2003
First Union 1994 - 1998
Bankers Trust Company 1989 - 1994
Skills
Equities, Portfolio Management, Wealth Management, Proprietary Trading, Convertible Bonds, Derivatives, Fixed Income, Hedge Funds, Options, Capital Markets, Alternative Investments, Trading, Equity Derivatives, Structured Products, Series 7, Risk Management
Education
Lehigh University 1982 — 1986
Bachelor of Science (B.S.)
Wells Fargo 2009 - 2010
Wells Fargo 2006 - 2009
Wells Fargo 2004 - 2006
Wells Fargo 1998 - 2003
First Union 1994 - 1998
Bankers Trust Company 1989 - 1994
Skills
Equities, Portfolio Management, Wealth Management, Proprietary Trading, Convertible Bonds, Derivatives, Fixed Income, Hedge Funds, Options, Capital Markets, Alternative Investments, Trading, Equity Derivatives, Structured Products, Series 7, Risk Management
Education
Lehigh University 1982 — 1986
Bachelor of Science (B.S.)
Bryan Murtagh's Bankers Trust Company Experience January 1993 - June 1999
Job Managing Director at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank September 2011 - Present
UBS Investment Bank December 2011 - November 2012
UBS Investment Bank February 2006 - September 2011
UBS Investment Bank September 1999 - February 2006
Bankers Trust Company January 1993 - June 1999
Skills
Risk Management, Investment Banking, Capital Markets, Credit Derivatives, Structured Products, Fixed Income, Equities, Equity Derivatives, Prime Brokerage, Structured Finance, Hedge Funds, Series 7, Series 14, Series 24, Dodd Frank, Bank Regulation
Education
Fordham University School of Law 1983 — 1986
JD
University of Virginia 1978 — 1982
BA, History & Government
UBS Investment Bank September 2011 - Present
UBS Investment Bank December 2011 - November 2012
UBS Investment Bank February 2006 - September 2011
UBS Investment Bank September 1999 - February 2006
Bankers Trust Company January 1993 - June 1999
Skills
Risk Management, Investment Banking, Capital Markets, Credit Derivatives, Structured Products, Fixed Income, Equities, Equity Derivatives, Prime Brokerage, Structured Finance, Hedge Funds, Series 7, Series 14, Series 24, Dodd Frank, Bank Regulation
Education
Fordham University School of Law 1983 — 1986
JD
University of Virginia 1978 — 1982
BA, History & Government
John Tobin's Bankers Trust Company Experience May 1981 - October 1988
Job Managing Director, Portfolio Manager,Senior Research Analyst at Epoch Investment Partners, Inc.
Industry Investment Management
Experience
Epoch Investment Partners, Inc. July 2012 - Present
Fordham University September 2011 - July 2012
Fordham University August 2009 - October 2011
Halbis Capital Management (USA), Inc. May 2005 - January 2009
Credit Suisse Asset Management January 1990 - April 2005
Integrated Resources Asset Management October 1988 - December 1989
Bankers Trust Company May 1981 - October 1988
Skills
Valuation, Equities, Economics, Investments, Mutual Funds, Emerging Markets, Asset Management, Investment Strategies, Bloomberg, Fixed Income, Asset Managment, Banking, High Yield, Research, Financial Modeling, Credit, Asset Allocation, Credit Analysis, Hedge Funds, Statistics
Education
Fordham University 1979 — 1985
Ph. D., Economics
Epoch Investment Partners, Inc. July 2012 - Present
Fordham University September 2011 - July 2012
Fordham University August 2009 - October 2011
Halbis Capital Management (USA), Inc. May 2005 - January 2009
Credit Suisse Asset Management January 1990 - April 2005
Integrated Resources Asset Management October 1988 - December 1989
Bankers Trust Company May 1981 - October 1988
Skills
Valuation, Equities, Economics, Investments, Mutual Funds, Emerging Markets, Asset Management, Investment Strategies, Bloomberg, Fixed Income, Asset Managment, Banking, High Yield, Research, Financial Modeling, Credit, Asset Allocation, Credit Analysis, Hedge Funds, Statistics
Education
Fordham University 1979 — 1985
Ph. D., Economics
Arthur Lev's Bankers Trust Company Experience June 1993 - June 1996
Job Chairman at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management April 2015 - Present
Morgan Stanley Investment Management February 2013 - April 2015
Morgan Stanley Investment Management February 2011 - April 2015
Morgan Stanley Investment Management November 2010 - February 2011
Morgan Stanley Investment Management December 2006 - November 2010
FrontPoint Partners LLC June 2002 - December 2006
Morgan Stanley & Co June 1996 - June 2002
Bankers Trust Company June 1993 - June 1996
Sullivan & Cromwell 1986 - 1990
Skills
Alternative Investments, Asset Management, Investments, Risk Management, Asset Managment, Hedge Funds, Securities, Capital Markets, Investment Management, Equities, Fixed Income, Strategy, Private Equity, Management, Trading, Portfolio Management, Derivatives, Mutual Funds, Investment Banking, Valuation, Bloomberg, Due Diligence
Education
Harvard Law School 1983 — 1986
JD
University of Southern California 1979 — 1983
AB, Political Science and Philosophy
Morgan Stanley Investment Management April 2015 - Present
Morgan Stanley Investment Management February 2013 - April 2015
Morgan Stanley Investment Management February 2011 - April 2015
Morgan Stanley Investment Management November 2010 - February 2011
Morgan Stanley Investment Management December 2006 - November 2010
FrontPoint Partners LLC June 2002 - December 2006
Morgan Stanley & Co June 1996 - June 2002
Bankers Trust Company June 1993 - June 1996
Sullivan & Cromwell 1986 - 1990
Skills
Alternative Investments, Asset Management, Investments, Risk Management, Asset Managment, Hedge Funds, Securities, Capital Markets, Investment Management, Equities, Fixed Income, Strategy, Private Equity, Management, Trading, Portfolio Management, Derivatives, Mutual Funds, Investment Banking, Valuation, Bloomberg, Due Diligence
Education
Harvard Law School 1983 — 1986
JD
University of Southern California 1979 — 1983
AB, Political Science and Philosophy
Tim Hayes's Bankers Trust Company Experience 1986 - 1994
Job Director, Business Development, Bell Curve Trading
Industry Financial Services
Experience
Bell Curve Trading June 2009 - Present
KCCI Ltd July 2002 - June 2009
Tokyo-Mitsubishi Securities January 1994 - September 1998
Bankers Trust Company 1986 - 1994
Skills
Global Macro, Trading, Equities, Risk Management, Capital Markets, Fixed Income
Education
Iona College 1982 — 1984
Texas A&M University 1980 — 1982
Marine Transportation
Bell Curve Trading June 2009 - Present
KCCI Ltd July 2002 - June 2009
Tokyo-Mitsubishi Securities January 1994 - September 1998
Bankers Trust Company 1986 - 1994
Skills
Global Macro, Trading, Equities, Risk Management, Capital Markets, Fixed Income
Education
Iona College 1982 — 1984
Texas A&M University 1980 — 1982
Marine Transportation
Peter Durant's Bankers Trust Company Experience December 1990 - March 1996
Job Head of Operations at Haidar Capital Mgmt
Industry Financial Services
Experience
Haidar Capital Managemenet July 2013 - Present
Viteos Fund Services January 2011 - September 2011
Angelo Gordon & Co. October 2010 - November 2010
Lehman Brothers Holdings Inc November 2009 - May 2010
DiMaio Ahmad Capital October 2007 - December 2008
BlackRock January 1999 - October 2007
Appaloosa Management / Laser Advisors Inc. January 1997 - January 1999
Sakura Trust Company March 1996 - November 1997
Bankers Trust Company December 1990 - March 1996
Skills
Derivatives, Investment Banking, Fixed Income, Asset Management, Corporate Actions, Hedge Funds, Investments, Options, Securities, Equities, Trading Systems, Structured Products, Financial Modeling, FX Options, Capital Markets, Portfolio Management, Alternative Investments, Equity Derivatives, Bloomberg, Bonds, Financial Markets, Middle Office, Trading, Credit Derivatives, Valuation
Education
Marist College 1986 — 1990
BACHELOR OF SCIENCE, BUSINESS / FINANCE
Haidar Capital Managemenet July 2013 - Present
Viteos Fund Services January 2011 - September 2011
Angelo Gordon & Co. October 2010 - November 2010
Lehman Brothers Holdings Inc November 2009 - May 2010
DiMaio Ahmad Capital October 2007 - December 2008
BlackRock January 1999 - October 2007
Appaloosa Management / Laser Advisors Inc. January 1997 - January 1999
Sakura Trust Company March 1996 - November 1997
Bankers Trust Company December 1990 - March 1996
Skills
Derivatives, Investment Banking, Fixed Income, Asset Management, Corporate Actions, Hedge Funds, Investments, Options, Securities, Equities, Trading Systems, Structured Products, Financial Modeling, FX Options, Capital Markets, Portfolio Management, Alternative Investments, Equity Derivatives, Bloomberg, Bonds, Financial Markets, Middle Office, Trading, Credit Derivatives, Valuation
Education
Marist College 1986 — 1990
BACHELOR OF SCIENCE, BUSINESS / FINANCE
alison mulhern's Bankers Trust Company Experience September 1986 - March 1989
Job Independent Venture Capital & Private Equity Professional
Industry Venture Capital & Private Equity
Experience
Seaport Capital March 1998 - January 2007
BT Securities January 1996 - March 1998
BT Securities March 1989 - January 1996
Bankers Trust Company September 1986 - March 1989
Irving Trust June 1984 - June 1986
Skills
Portfolio Management, Private Equity, Investments, Deal Sourcing, Fundraising, Capital Raising, Private Placements, Venture Capital
Education
Georgetown University 1977 — 1981
BS, Psychology and Spanish
Seaport Capital March 1998 - January 2007
BT Securities January 1996 - March 1998
BT Securities March 1989 - January 1996
Bankers Trust Company September 1986 - March 1989
Irving Trust June 1984 - June 1986
Skills
Portfolio Management, Private Equity, Investments, Deal Sourcing, Fundraising, Capital Raising, Private Placements, Venture Capital
Education
Georgetown University 1977 — 1981
BS, Psychology and Spanish
Jim Berkowitz's Bankers Trust Company Experience February 1996 - February 1998
Job Business Analyst at Centerline Partners
Industry Financial Services
Experience
Centerline Partners December 2012 - February 2013
BNY Mellon Hedge Fund Services June 2012 - December 2012
Tullet Prebon / OTC Valuations (Division Closed) June 2011 - January 2012
Citi Hedge Fund Services June 2010 - May 2011
Viteos Hedge Fund Services March 2008 - March 2009
Variman LLC September 2005 - January 2008
Global Investment Systems February 1998 - September 2005
Bankers Trust Company February 1996 - February 1998
Lexington Wealth Management December 1993 - February 1996
Education
Lehigh University 1989 — 1993
BA, Accounting
Lehigh University
Bachelor of Arts, Accounting
Centerline Partners December 2012 - February 2013
BNY Mellon Hedge Fund Services June 2012 - December 2012
Tullet Prebon / OTC Valuations (Division Closed) June 2011 - January 2012
Citi Hedge Fund Services June 2010 - May 2011
Viteos Hedge Fund Services March 2008 - March 2009
Variman LLC September 2005 - January 2008
Global Investment Systems February 1998 - September 2005
Bankers Trust Company February 1996 - February 1998
Lexington Wealth Management December 1993 - February 1996
Education
Lehigh University 1989 — 1993
BA, Accounting
Lehigh University
Bachelor of Arts, Accounting
Rosanne Anello's Bankers Trust Company Experience 1973 - 1993
Job Teacher at Rye Neck UFSD
Industry Primary/Secondary Education
Experience
Rye Neck UFSD February 2002 - Present
Bankers Trust Company 1973 - 1993
Education
Manhattanville College 2000 — 2001
MPS, English as a Second Language
Iona College 1969 — 1973
BA, French
Rye Neck UFSD February 2002 - Present
Bankers Trust Company 1973 - 1993
Education
Manhattanville College 2000 — 2001
MPS, English as a Second Language
Iona College 1969 — 1973
BA, French
Arthur Graham's Bankers Trust Company Experience 1995 - 1999
Job Head of Engineering, Americas and Europe at Commonwealth Bank of Australia
Industry Mining & Metals
Experience
Commonwealth Bank of Australia 2010 - Present
Citigroup 2009 - 2010
New Gold 2008 - 2009
BNP Paribas 2004 - 2008
Behre Dolbear Canada / Behre Dolbear Capital 2003 - 2004
Deutsche Bank 1999 - 2003
Bankers Trust Company 1995 - 1999
Scotiabank 1990 - 1995
Skills
Due Diligence, Risk Assessment, Valuation, Risk Management, Project Finance, Corporate Finance, Investments, Commodity, Base Metals, Mining, Finance, Derivatives, Business Development, Management Consulting, Equities, Project Planning, Due diligence
Education
Ivey Business School at Western University 1985 — 1987
MBA
Queen's University 1979 — 1983
B.Sc. (Hons)
Commonwealth Bank of Australia 2010 - Present
Citigroup 2009 - 2010
New Gold 2008 - 2009
BNP Paribas 2004 - 2008
Behre Dolbear Canada / Behre Dolbear Capital 2003 - 2004
Deutsche Bank 1999 - 2003
Bankers Trust Company 1995 - 1999
Scotiabank 1990 - 1995
Skills
Due Diligence, Risk Assessment, Valuation, Risk Management, Project Finance, Corporate Finance, Investments, Commodity, Base Metals, Mining, Finance, Derivatives, Business Development, Management Consulting, Equities, Project Planning, Due diligence
Education
Ivey Business School at Western University 1985 — 1987
MBA
Queen's University 1979 — 1983
B.Sc. (Hons)
Martha Ferry's Bankers Trust Company Experience 1968 - 1971
Job Experienced Nonprofit Executive
Industry Nonprofit Organization Management
Experience
self employed May 2012 - Present
The Association of Junior Leagues International, Inc. 2002 - 2012
Community Service Society of New York 1989 - 2002
National Westminster Bank USA 1982 - 1988
American Express 1971 - 1982
Bankers Trust Company 1968 - 1971
Skills
Fundraising, Non-profits, Risk Management, Strategic Planning, Volunteer Management, Philanthropy, Board Development, Board Governance, Finance, Financial Reporting, Public Speaking, Training, Nonprofits, Grant Writing, Grants, Program Development, Leadership, Community Outreach, Budgets, Strategy, Proposal Writing, Stewardship, Event Planning, Strategic Communications, Non-profit...
Education
Harvard Business School 1966 — 1968
MBA, Finance
Mount Holyoke College 1962 — 1966
AB, Mathematics
self employed May 2012 - Present
The Association of Junior Leagues International, Inc. 2002 - 2012
Community Service Society of New York 1989 - 2002
National Westminster Bank USA 1982 - 1988
American Express 1971 - 1982
Bankers Trust Company 1968 - 1971
Skills
Fundraising, Non-profits, Risk Management, Strategic Planning, Volunteer Management, Philanthropy, Board Development, Board Governance, Finance, Financial Reporting, Public Speaking, Training, Nonprofits, Grant Writing, Grants, Program Development, Leadership, Community Outreach, Budgets, Strategy, Proposal Writing, Stewardship, Event Planning, Strategic Communications, Non-profit...
Education
Harvard Business School 1966 — 1968
MBA, Finance
Mount Holyoke College 1962 — 1966
AB, Mathematics
Victor Zammit's Bankers Trust Company Experience February 1984 - April 1987
Job Retired from Ernst & Young
Industry
Experience
Ernst & Young June 2011 - Present
Ernst & Young April 1988 - Present
Bankers Trust Company February 1984 - April 1987
United Brands Company November 1974 - June 1984
U.S. Army - Combat Engineers July 1968 - November 1974
Skills
Tax, Mergers
Education
New York University - Leonard N. Stern School of Business 1970 — 1972
MBA, Taxation
Fordham University 1964 — 1968
BS, Accounting
Ernst & Young June 2011 - Present
Ernst & Young April 1988 - Present
Bankers Trust Company February 1984 - April 1987
United Brands Company November 1974 - June 1984
U.S. Army - Combat Engineers July 1968 - November 1974
Skills
Tax, Mergers
Education
New York University - Leonard N. Stern School of Business 1970 — 1972
MBA, Taxation
Fordham University 1964 — 1968
BS, Accounting
Bill Rossi's Bankers Trust Company Experience 1974 - 1980
Job Executive Vice President Gotham Bank of New York
Industry Banking
Experience
Provident Bank August 2012 - October 2013
GOTHAM BANK OF NEW YORK November 2001 - August 2012
Commercial Bank of New York 1980 - 1991
BNY Mellon 1980 - 1990
Bankers Trust Company 1974 - 1980
Skills
Financial Analysis, Banking, Mergers & Acquisitions, Credit Risk, Commercial Lending, Portfolio Management, Loans, Finance, Commercial Banking, Credit Analysis, Credit
Education
Fordham University 1967 — 1971
Bachelor of Science (BS), Finance, General
CUNY - Graduate School of Business
Accounting - ABT
Provident Bank August 2012 - October 2013
GOTHAM BANK OF NEW YORK November 2001 - August 2012
Commercial Bank of New York 1980 - 1991
BNY Mellon 1980 - 1990
Bankers Trust Company 1974 - 1980
Skills
Financial Analysis, Banking, Mergers & Acquisitions, Credit Risk, Commercial Lending, Portfolio Management, Loans, Finance, Commercial Banking, Credit Analysis, Credit
Education
Fordham University 1967 — 1971
Bachelor of Science (BS), Finance, General
CUNY - Graduate School of Business
Accounting - ABT
Denis J. Dwyer's Bankers Trust Company Experience 1958 - 1969
Job Independent Financial Services Professional
Industry Financial Services
Experience
Checkfree Investment Services 1996 - 2004
National Investor Data Services (NIDS) 1982 - 1996
National Investor Data Services 1982 - 1992
Bankers Trust Company 1958 - 1969
Skills
Wealth Management, Portfolio Management, Equities, Asset Managment, Investments, Hedge Funds, Asset Management, Alternative Investments, Securities, Mutual Funds, Banking, Fixed Income, Investment Banking, Mergers & Acquisitions, Private Equity, Investment Advisory, Trading, Financial Modeling
Education
Georgetown University 1952 — 1956
BS, Economics
Cranwell School 1948 — 1952
Checkfree Investment Services 1996 - 2004
National Investor Data Services (NIDS) 1982 - 1996
National Investor Data Services 1982 - 1992
Bankers Trust Company 1958 - 1969
Skills
Wealth Management, Portfolio Management, Equities, Asset Managment, Investments, Hedge Funds, Asset Management, Alternative Investments, Securities, Mutual Funds, Banking, Fixed Income, Investment Banking, Mergers & Acquisitions, Private Equity, Investment Advisory, Trading, Financial Modeling
Education
Georgetown University 1952 — 1956
BS, Economics
Cranwell School 1948 — 1952
Mohamed Eltabib's Bankers Trust Company Experience 1974 - 1990
Job Deputy Manager at DOHA BANK
Industry Banking
Experience
DOHA BANK March 2000 - January 2012
HSBC America April 1990 - February 2000
Bankers Trust Company 1974 - 1990
Skills
AML, Trade Finance, Financial Risk, Banking, KYC, OFAC, Risk Management, Sanction, Operational Risk, Bank Secrecy Act, Payments, Commercial Banking, Due Diligence, Core Banking, Operational Risk..., Credit Risk, Risk Assessment, Cross Selling, Islamic Finance, Retail Banking, Branch Banking, SWIFT payments, Internet Banking
Education
Long Island University
Master of Science
DOHA BANK March 2000 - January 2012
HSBC America April 1990 - February 2000
Bankers Trust Company 1974 - 1990
Skills
AML, Trade Finance, Financial Risk, Banking, KYC, OFAC, Risk Management, Sanction, Operational Risk, Bank Secrecy Act, Payments, Commercial Banking, Due Diligence, Core Banking, Operational Risk..., Credit Risk, Risk Assessment, Cross Selling, Islamic Finance, Retail Banking, Branch Banking, SWIFT payments, Internet Banking
Education
Long Island University
Master of Science
Bruce Ehrlich's Bankers Trust Company Experience June 1977 - February 1978
Job Senior Vice President Commercial Banking at Citibank
Industry Banking
Experience
Citibank/EAB September 2000 - Present
Bank of New York October 1989 - August 2000
Nat West 1987 - 1989
Long Island Trust Company December 1981 - February 1987
Bankers Trust Company of Hudson Valley February 1979 - November 1981
Bankers Trust Company June 1977 - February 1978
Skills
Commercial Banking, Loans, Credit Analysis, Credit Risk
Education
Hofstra University 1974 — 1979
Master of Business Administration (M.B.A.), Accounting
Syracuse University 1973 — 1977
Bachelor of Science (B.S.), Finance, General
Citibank/EAB September 2000 - Present
Bank of New York October 1989 - August 2000
Nat West 1987 - 1989
Long Island Trust Company December 1981 - February 1987
Bankers Trust Company of Hudson Valley February 1979 - November 1981
Bankers Trust Company June 1977 - February 1978
Skills
Commercial Banking, Loans, Credit Analysis, Credit Risk
Education
Hofstra University 1974 — 1979
Master of Business Administration (M.B.A.), Accounting
Syracuse University 1973 — 1977
Bachelor of Science (B.S.), Finance, General
Ryan Gelrod, CFA's Bankers Trust Company Experience July 1993 - May 1994
Job Principal at The Fairman Group Family Office
Industry Financial Services
Experience
The Fairman Group Family Office October 2012 - Present
Aegis Capital Management February 2009 - September 2012
Diamond Lake Investment Group March 2008 - May 2008
Deutsche Asset Management November 2006 - March 2008
Goldman Sachs Asset Management January 2002 - January 2004
J.P. Morgan June 1996 - January 2002
Merrill Lynch May 1994 - June 1996
Bankers Trust Company July 1993 - May 1994
Skills
Leveraged Finance, Financial Analysis, Accounting, Alternative Investments, Tax, Financial Modeling, Hedge Funds, High Yield, Finance, Private Equity, Capital Markets, Portfolio Management, Asset Allocation, Equities, Fixed Income, Bloomberg, Asset Management, Valuation, Investments
Education
Lehigh University 1989 — 1993
Bachelor of Science (BS), Finance
The Fairman Group Family Office October 2012 - Present
Aegis Capital Management February 2009 - September 2012
Diamond Lake Investment Group March 2008 - May 2008
Deutsche Asset Management November 2006 - March 2008
Goldman Sachs Asset Management January 2002 - January 2004
J.P. Morgan June 1996 - January 2002
Merrill Lynch May 1994 - June 1996
Bankers Trust Company July 1993 - May 1994
Skills
Leveraged Finance, Financial Analysis, Accounting, Alternative Investments, Tax, Financial Modeling, Hedge Funds, High Yield, Finance, Private Equity, Capital Markets, Portfolio Management, Asset Allocation, Equities, Fixed Income, Bloomberg, Asset Management, Valuation, Investments
Education
Lehigh University 1989 — 1993
Bachelor of Science (BS), Finance
Howard Riker's Bankers Trust Company Experience August 1987 - July 1990
Job Managing Director at Hines
Industry Real Estate
Experience
Hines August 1992 - Present
Hines 1992 - Present
Bankers Trust Company August 1987 - July 1990
Skills
Asset Management, Real Estate, Entitlements, Development, Acquisitions, Capital Markets, Community Relations, Dispositions, Leasing, Sales &..., Business Origination, Project Repositioning, Location Intelligence, Disposition, Business, Real Estate Development, Community Development, Corporate Real Estate, Tenant Representation, Asset Managment, Leases, Real Estate Transactions, Lease Negotiations, Commercial Real Estate, Investments, Tenant, Real Estate Economics, Due Diligence, Investment Properties, Contract Negotiation
Education
Harvard Business School 1990 — 1992
MBA, Second Year Honors
Yale University 1983 — 1987
BA, History, Magna Cum Laude, with Distinction in Major
Hines August 1992 - Present
Hines 1992 - Present
Bankers Trust Company August 1987 - July 1990
Skills
Asset Management, Real Estate, Entitlements, Development, Acquisitions, Capital Markets, Community Relations, Dispositions, Leasing, Sales &..., Business Origination, Project Repositioning, Location Intelligence, Disposition, Business, Real Estate Development, Community Development, Corporate Real Estate, Tenant Representation, Asset Managment, Leases, Real Estate Transactions, Lease Negotiations, Commercial Real Estate, Investments, Tenant, Real Estate Economics, Due Diligence, Investment Properties, Contract Negotiation
Education
Harvard Business School 1990 — 1992
MBA, Second Year Honors
Yale University 1983 — 1987
BA, History, Magna Cum Laude, with Distinction in Major
Carol Scifo's Bankers Trust Company Experience 1972 - 1984
Job Banking Professional
Industry Banking
Experience
Medical 1999 - 2003
European American Bank 1984 - 1986
Bankers Trust Company 1972 - 1984
S. Kleins July 1971 - March 1972
Education
Saint John's University 1980 — 1986
AAS, Business
LaGuardia Community College 1971 — 1973
AAS, Social Scienes
Medical 1999 - 2003
European American Bank 1984 - 1986
Bankers Trust Company 1972 - 1984
S. Kleins July 1971 - March 1972
Education
Saint John's University 1980 — 1986
AAS, Business
LaGuardia Community College 1971 — 1973
AAS, Social Scienes
Peter Mistretta's Bankers Trust Company Experience 1986 - 1994
Job SVP Sr Product Risk & Control Manager at Citibank
Industry Financial Services
Experience
CITIBANK, NA February 2011 - Present
J.P. MORGAN 2009 - February 2011
J.P. MORGAN 2003 - 2008
J.P. MORGAN 1994 - 2003
BANKERS TRUST COMPANY 1986 - 1994
MUNICIPAL CREDIT UNION 1983 - 1986
Skills
Global Custody, Change Management, Financial Services, Business Process..., Risk Management, Process Improvement, Investment Banking
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, Finace
Lehigh University 1979 — 1983
BS, Biology and Economics
CITIBANK, NA February 2011 - Present
J.P. MORGAN 2009 - February 2011
J.P. MORGAN 2003 - 2008
J.P. MORGAN 1994 - 2003
BANKERS TRUST COMPANY 1986 - 1994
MUNICIPAL CREDIT UNION 1983 - 1986
Skills
Global Custody, Change Management, Financial Services, Business Process..., Risk Management, Process Improvement, Investment Banking
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, Finace
Lehigh University 1979 — 1983
BS, Biology and Economics
JoAnn Clausen's Bankers Trust Company Experience 1982 - 1987
Job Document Compliance/Retirement Plan Consultant
Industry Financial Services
Experience
Creative Plan Designs, Ltd. January 2015 - Present
Sentinel Benefits & Financial Group January 2012 - April 2014
Pension Design Services, Inc. January 1998 - January 2010
Improved Funding Techniques, Inc. 1986 - 1993
Bankers Trust Company 1982 - 1987
Skills
Employee Benefits, Pensions, Defined Contribution, Profit Sharing, Leadership, Management, Microsoft Office, 401k, ERISA, Time Management, Retirement, Mutual Funds, Benefits Administration, Valuation, Research, Retirement Plan..., Pension Administration, Financial Services
Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Accounting
Creative Plan Designs, Ltd. January 2015 - Present
Sentinel Benefits & Financial Group January 2012 - April 2014
Pension Design Services, Inc. January 1998 - January 2010
Improved Funding Techniques, Inc. 1986 - 1993
Bankers Trust Company 1982 - 1987
Skills
Employee Benefits, Pensions, Defined Contribution, Profit Sharing, Leadership, Management, Microsoft Office, 401k, ERISA, Time Management, Retirement, Mutual Funds, Benefits Administration, Valuation, Research, Retirement Plan..., Pension Administration, Financial Services
Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Accounting
Christine Wagner-Lewis's Bankers Trust Company Experience September 1989 - September 1992
Job Vice President Compliance Officer for Corporate Finance at CIT
Industry Banking
Experience
CIT October 2010 - April 2013
Governance, Risk & Compliance Consulting, LLC January 2010 - October 2010
Deutsche Bank July 2004 - January 2009
State Street Bank August 1998 - July 2004
Citibank NA September 1994 - August 1998
First Fidelity NA September 1992 - September 1994
Bankers Trust Company September 1989 - September 1992
Deloitte and Touche October 1987 - September 1989
Skills
AML, Risk Management, Banking, Financial Risk, KYC, OFAC, USA PATRIOT Act, Financial Services, Risk Assessment, Operational Risk, Corporate Finance, Regulation W
Education
Manhattan College 1983 — 1987
BS, Accounting
CIT October 2010 - April 2013
Governance, Risk & Compliance Consulting, LLC January 2010 - October 2010
Deutsche Bank July 2004 - January 2009
State Street Bank August 1998 - July 2004
Citibank NA September 1994 - August 1998
First Fidelity NA September 1992 - September 1994
Bankers Trust Company September 1989 - September 1992
Deloitte and Touche October 1987 - September 1989
Skills
AML, Risk Management, Banking, Financial Risk, KYC, OFAC, USA PATRIOT Act, Financial Services, Risk Assessment, Operational Risk, Corporate Finance, Regulation W
Education
Manhattan College 1983 — 1987
BS, Accounting
Ellen Parnes's Bankers Trust Company Experience 1982 - 1986
Job Vice President, Project Manager, Senior BNY Mellon Wealth Management PMO
Industry Financial Services
Experience
Bank of New York Mellon January 2011 - Present
Pyramid Consulting Group September 2006 - January 2011
Federated Investors 2004 - 2006
Federated Investors 2000 - 2004
Federated Investors 1997 - 2000
Federated Investors 1994 - 1997
First Fidelity Bank, N.A., N.J. 1987 - 1990
Bankers Trust Company 1982 - 1986
Skills
Financial Services, Project Management, Securities, Process Improvement, Mutual Funds, Wealth Management, Investments, Business Analysis, Business Process..., Requirements Gathering, Strategic Planning, Risk Management, Management, Analytics, PMO
Education
Ithaca College 1978 — 1982
Bachelor of Science, Accounting, Management
Wayne Valley High School
Bank of New York Mellon January 2011 - Present
Pyramid Consulting Group September 2006 - January 2011
Federated Investors 2004 - 2006
Federated Investors 2000 - 2004
Federated Investors 1997 - 2000
Federated Investors 1994 - 1997
First Fidelity Bank, N.A., N.J. 1987 - 1990
Bankers Trust Company 1982 - 1986
Skills
Financial Services, Project Management, Securities, Process Improvement, Mutual Funds, Wealth Management, Investments, Business Analysis, Business Process..., Requirements Gathering, Strategic Planning, Risk Management, Management, Analytics, PMO
Education
Ithaca College 1978 — 1982
Bachelor of Science, Accounting, Management
Wayne Valley High School
Peter Shouvlin's Bankers Trust Company Experience September 1984 - March 1991
Job Analyst at Hilltop Park Associates
Industry
Experience
Hilltop Park Associates August 2008 - Present
Moore Capital Management August 2007 - May 2008
Pacific Crest Securities February 2004 - July 2007
SoundView Technology Group March 1997 - February 2004
SG Warburg June 1993 - March 1997
Chicago Research and Trading Group March 1991 - June 1993
Bankers Trust Company September 1984 - March 1991
Armstrong World Industries January 1983 - June 1984
Education
University of Chicago Graduate School of Business 1988 — 1991
MBA, Finance
Lehigh University 1978 — 1983
Bachelor of Science, Finance
Hilltop Park Associates August 2008 - Present
Moore Capital Management August 2007 - May 2008
Pacific Crest Securities February 2004 - July 2007
SoundView Technology Group March 1997 - February 2004
SG Warburg June 1993 - March 1997
Chicago Research and Trading Group March 1991 - June 1993
Bankers Trust Company September 1984 - March 1991
Armstrong World Industries January 1983 - June 1984
Education
University of Chicago Graduate School of Business 1988 — 1991
MBA, Finance
Lehigh University 1978 — 1983
Bachelor of Science, Finance
Scott C. Wilson's Bankers Trust Company Experience 1973 - 1976
Job Managing Director, Private Wealth Advisor at Morgan Stanley Private Wealth Management
Industry Investment Management
Experience
Morgan Stanley Private Wealth Management January 2009 - Present
Citi Family Office January 2001 - January 2009
Salomon Smith Barney 1994 - 2001
Bankers Trust Company 1973 - 1976
Skills
Alternative Investments, Insurance, Finance, Portfolio Management, Financial Advisory, Wealth Management, Investment Banking, Private Equity, Series 7, Hedge Funds, Estate Planning
Education
Harvard Business School 1976 — 1978
MBA
University of Pennsylvania - The Wharton School 1969 — 1973
BS
Morgan Stanley Private Wealth Management January 2009 - Present
Citi Family Office January 2001 - January 2009
Salomon Smith Barney 1994 - 2001
Bankers Trust Company 1973 - 1976
Skills
Alternative Investments, Insurance, Finance, Portfolio Management, Financial Advisory, Wealth Management, Investment Banking, Private Equity, Series 7, Hedge Funds, Estate Planning
Education
Harvard Business School 1976 — 1978
MBA
University of Pennsylvania - The Wharton School 1969 — 1973
BS
Donald Flores's Bankers Trust Company Experience January 1969 - December 1972
Job President at Capital D. F. Associates Inc.
Industry Banking
Experience
Capital D. F. Associates Inc. May 1995 - Present
La Salle Business Credit, Inc. October 1991 - April 1995
KAF Check Cashing, Inc. September 1987 - November 1994
La Salle Business Credit, Inc. May 1989 - October 1991
Marine Midland Bank April 1987 - August 1988
National Westminster Bank March 1975 - April 1987
Marine Midland Bank December 1972 - February 1975
Bankers Trust Company January 1969 - December 1972
Skills
Asset Based Lending, Loans, Credit Analysis, Commercial Lending
Education
Hofstra University 1964 — 1968
BBA, Accounting
Capital D. F. Associates Inc. May 1995 - Present
La Salle Business Credit, Inc. October 1991 - April 1995
KAF Check Cashing, Inc. September 1987 - November 1994
La Salle Business Credit, Inc. May 1989 - October 1991
Marine Midland Bank April 1987 - August 1988
National Westminster Bank March 1975 - April 1987
Marine Midland Bank December 1972 - February 1975
Bankers Trust Company January 1969 - December 1972
Skills
Asset Based Lending, Loans, Credit Analysis, Commercial Lending
Education
Hofstra University 1964 — 1968
BBA, Accounting
Kesa Russell's Bankers Trust Company Experience May 1995 - August 1998
Job Civil Penalty Fund Consumer Education & Financial Literacy Program Manager at Consumer Financial Protection Bureau
Industry Government Administration
Experience
Consumer Financial Protection Bureau June 2014 - Present
US Department of Health & Human Services August 2003 - May 2014
American Management Systems (AMS) August 2000 - August 2002
Bankers Trust Company May 1995 - August 1998
Skills
Process Improvement, Program Management, Government, Policy, Strategic Planning, Management Consulting, Government Contracting, Proposal Writing, Analysis, Contract Management, Strategy, Policy Analysis
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2000
MBA
Florida Agricultural and Mechanical University 1990 — 1994
BS
Consumer Financial Protection Bureau June 2014 - Present
US Department of Health & Human Services August 2003 - May 2014
American Management Systems (AMS) August 2000 - August 2002
Bankers Trust Company May 1995 - August 1998
Skills
Process Improvement, Program Management, Government, Policy, Strategic Planning, Management Consulting, Government Contracting, Proposal Writing, Analysis, Contract Management, Strategy, Policy Analysis
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2000
MBA
Florida Agricultural and Mechanical University 1990 — 1994
BS
Rita Walz-Cuccioli's Bankers Trust Company Experience May 1988 - August 1998
Job Executive Director Risk at Banco Santander
Industry Banking
Experience
Banco Santander September 1998 - Present
Bankers Trust Company May 1988 - August 1998
Citibank September 1980 - May 1988
Deloitte, Haskins & Sells September 1979 - September 1980
Skills
Portfolio Management, Derivatives, Finance, Financial Analysis, Capital Markets, Corporate Finance, Credit Analysis, Fixed Income, Loans, Credit Risk, Mutual Funds, Credit, Funding, Financial Services, Risk Management, Hedge Funds, Trading, Counterparty Risk, Financial Risk, Investments, Equities, Financial Institutions, Bonds, Negotiation, Structured Products, Valuation, Relationship Management, Investment Banking, Market Risk, Emerging Markets, Internal Audit, Mergers, Insurance, Financial Markets, Banking, FX Options, Management, Bloomberg
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA, Finance, Accounting
University of Bern, Switzerland 1976 — 1977
Economics, German
Georgetown University 1972 — 1976
BA, economics, French
University of Fribourg, Switzerland 1974 — 1975
Economics, languages
Banco Santander September 1998 - Present
Bankers Trust Company May 1988 - August 1998
Citibank September 1980 - May 1988
Deloitte, Haskins & Sells September 1979 - September 1980
Skills
Portfolio Management, Derivatives, Finance, Financial Analysis, Capital Markets, Corporate Finance, Credit Analysis, Fixed Income, Loans, Credit Risk, Mutual Funds, Credit, Funding, Financial Services, Risk Management, Hedge Funds, Trading, Counterparty Risk, Financial Risk, Investments, Equities, Financial Institutions, Bonds, Negotiation, Structured Products, Valuation, Relationship Management, Investment Banking, Market Risk, Emerging Markets, Internal Audit, Mergers, Insurance, Financial Markets, Banking, FX Options, Management, Bloomberg
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA, Finance, Accounting
University of Bern, Switzerland 1976 — 1977
Economics, German
Georgetown University 1972 — 1976
BA, economics, French
University of Fribourg, Switzerland 1974 — 1975
Economics, languages
Elizabeth Donald's Bankers Trust Company Experience February 1986 - July 1997
Job Business Analyst and Programmer Analyst
Industry Real Estate
Experience
Sahara Enterprises February 2006 - Present
Trekon, Inc. July 1997 - February 2006
Bankers Trust Company February 1986 - July 1997
Ford Foundation August 1982 - February 1986
Skills
Business Analysis, DB2/SQL, COBOL
Education
Hofstra University 1978 — 1982
B.S. Accounting, minor in Computer Information Systems
Sahara Enterprises February 2006 - Present
Trekon, Inc. July 1997 - February 2006
Bankers Trust Company February 1986 - July 1997
Ford Foundation August 1982 - February 1986
Skills
Business Analysis, DB2/SQL, COBOL
Education
Hofstra University 1978 — 1982
B.S. Accounting, minor in Computer Information Systems
Glen Kennedy's Bankers Trust Company Experience October 1986 - October 1991
Job Assistant General Counsel at Structure Tone
Industry Construction
Experience
Structure Tone March 2003 - Present
Gogick Byrne & O'Neill, LLP September 1997 - March 2003
D'Amato & Lynch April 1995 - September 1997
MacKenzie Partners 1992 - 1995
Bankers Trust Company October 1986 - October 1991
Skills
Contract Negotiation, Construction Law, Commercial Litigation, Litigation, Contract Management, Arbitration, Mergers, Legal Writing, Dispute Resolution, Insurance Law, Mediation, Civil Litigation, Corporate Governance, Construction, Due Diligence, Employment Law, Negotiation, Real Estate, Insurance, Claim, Intellectual Property
Education
Fordham Law School 1991 — 1994
JD, Law
Fordham University 1986 — 1989
MA, Economics
Fordham University 1981 — 1985
BA, Economics
Structure Tone March 2003 - Present
Gogick Byrne & O'Neill, LLP September 1997 - March 2003
D'Amato & Lynch April 1995 - September 1997
MacKenzie Partners 1992 - 1995
Bankers Trust Company October 1986 - October 1991
Skills
Contract Negotiation, Construction Law, Commercial Litigation, Litigation, Contract Management, Arbitration, Mergers, Legal Writing, Dispute Resolution, Insurance Law, Mediation, Civil Litigation, Corporate Governance, Construction, Due Diligence, Employment Law, Negotiation, Real Estate, Insurance, Claim, Intellectual Property
Education
Fordham Law School 1991 — 1994
JD, Law
Fordham University 1986 — 1989
MA, Economics
Fordham University 1981 — 1985
BA, Economics
Jonathan Kern's Bankers Trust Company Experience 1985 - 1992
Job Chief Investment Officer ORIX USA | Developing & Leading Transformational Growth Strategy at this Dynamic Organization
Industry Investment Management
Experience
ORIX USA Corporation 2014 - Present
GE Capital Real Estate 2010 - 2013
GE Capital Real Estate 2003 - 2010
J. E. Robert Companies 1996 - 2002
J. E. Robert Companies 1992 - 1996
Bankers Trust Company 1985 - 1992
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.) with Distinction
Harvard University
Bachelor of Arts (B.A.) - John Harvard Scholar, Phi Beta Kappa, Economics
The Dalton School
ORIX USA Corporation 2014 - Present
GE Capital Real Estate 2010 - 2013
GE Capital Real Estate 2003 - 2010
J. E. Robert Companies 1996 - 2002
J. E. Robert Companies 1992 - 1996
Bankers Trust Company 1985 - 1992
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.) with Distinction
Harvard University
Bachelor of Arts (B.A.) - John Harvard Scholar, Phi Beta Kappa, Economics
The Dalton School
Tom Furey's Bankers Trust Company Experience Managing Director , Corporate Real Estate, The AmericasBankers Trust Company1998 - 2001
Job Retired at Bankers Trust Company
Industry Financial Services
Experience
Bankers Trust Company Managing Director , Corporate Real Estate, The AmericasBankers Trust Company1998 - 2001
Lehman Brothers 1993 - 1998
EBCBC 1988 - 1993
Goldman Sachs & Co. 1964 - 1988
United States Marine Corps 1966 - 1969
Education
Fordham University - Graduate School of Business Administration 1975 — 1977
Master of Business Administration (MBA), M, Finance
Saint Francis College 1969 — 1973
Bachelor's degree, Accounting and Finance
Bankers Trust Company Managing Director , Corporate Real Estate, The AmericasBankers Trust Company1998 - 2001
Lehman Brothers 1993 - 1998
EBCBC 1988 - 1993
Goldman Sachs & Co. 1964 - 1988
United States Marine Corps 1966 - 1969
Education
Fordham University - Graduate School of Business Administration 1975 — 1977
Master of Business Administration (MBA), M, Finance
Saint Francis College 1969 — 1973
Bachelor's degree, Accounting and Finance
John Popovitch's Bankers Trust Company Experience January 1980 - January 1990
Job Corporate Finance,CPA and Controller
Industry Financial Services
Experience
V&M Inc January 2012 - Present
Carlton Group August 2011 - April 2012
The Carlton Group Ltd January 2010 - January 2012
Nassau County Office of Housing January 2009 - January 2010
Land Power Equipment January 2003 - January 2009
Gateway Colocation January 2000 - January 2003
Fieldstone Private Capital Group LLC January 1990 - January 2000
Fieldstone 1990 - 2000
Bankers Trust Company January 1980 - January 1990
Deloitte Touche January 1977 - January 1980
Skills
Financial Analysis, Corporate Finance, Financial Accounting, Financial Reporting, Financial Modeling, QuickBooks, Real Estate Transactions, Budgets, Federal Grants..., Grant Writing, Municipal Management
Education
Saint John's University
B.S, Accounting
Hofstra University
V&M Inc January 2012 - Present
Carlton Group August 2011 - April 2012
The Carlton Group Ltd January 2010 - January 2012
Nassau County Office of Housing January 2009 - January 2010
Land Power Equipment January 2003 - January 2009
Gateway Colocation January 2000 - January 2003
Fieldstone Private Capital Group LLC January 1990 - January 2000
Fieldstone 1990 - 2000
Bankers Trust Company January 1980 - January 1990
Deloitte Touche January 1977 - January 1980
Skills
Financial Analysis, Corporate Finance, Financial Accounting, Financial Reporting, Financial Modeling, QuickBooks, Real Estate Transactions, Budgets, Federal Grants..., Grant Writing, Municipal Management
Education
Saint John's University
B.S, Accounting
Hofstra University
Julia Curran's Bankers Trust Company Experience 1987 - 1989
Job Senior Vice President at American Mortgage Consultants
Industry Banking
Experience
American Mortgage Consultants January 2013 - Present
Allonhill September 2008 - December 2012
Hanover Capital 1989 - 2008
Bankers Trust Company 1987 - 1989
Skills
Mortgage Servicing, Mortgage Banking, Mortgage Due Diligence, Securitization, MBS, Loan Servicing, Origination, Workout, Financial Services, Loan Modifications, Default, Loan Origination, Credit Risk, Due Diligence, Portfolio Management, Mortgage Lending, Credit Analysis, Appraisals, Risk Assessment, Sales, Executive Management, Foreclosures, Valuation, Management, Risk Management, Residential Mortgages, Mortgage Underwriting, FHA, Securities, Refinance, Loss Mitigation, Funding, Asset Management
Education
Lafayette College 1980 — 1984
BS, Economics
American Mortgage Consultants January 2013 - Present
Allonhill September 2008 - December 2012
Hanover Capital 1989 - 2008
Bankers Trust Company 1987 - 1989
Skills
Mortgage Servicing, Mortgage Banking, Mortgage Due Diligence, Securitization, MBS, Loan Servicing, Origination, Workout, Financial Services, Loan Modifications, Default, Loan Origination, Credit Risk, Due Diligence, Portfolio Management, Mortgage Lending, Credit Analysis, Appraisals, Risk Assessment, Sales, Executive Management, Foreclosures, Valuation, Management, Risk Management, Residential Mortgages, Mortgage Underwriting, FHA, Securities, Refinance, Loss Mitigation, Funding, Asset Management
Education
Lafayette College 1980 — 1984
BS, Economics
Jackey Morgan's Bankers Trust Company Experience October 1983 - July 1985
Job
Industry Accounting
Experience
Marathon Agents, Inc May 2008 - August 2011
Meadowbrook Medical Education and Research Foundation November 1999 - September 2007
Nikon, Inc April 1987 - February 1995
Lorenz Schneider Company, Inc July 1985 - April 1987
Bankers Trust Company October 1983 - July 1985
Education
Iona College 1979 — 1983
Bachelor of Business Administration, Accounting
Marathon Agents, Inc May 2008 - August 2011
Meadowbrook Medical Education and Research Foundation November 1999 - September 2007
Nikon, Inc April 1987 - February 1995
Lorenz Schneider Company, Inc July 1985 - April 1987
Bankers Trust Company October 1983 - July 1985
Education
Iona College 1979 — 1983
Bachelor of Business Administration, Accounting
Thomas Brickley's Bankers Trust Company Experience September 1993 - May 1995
Job Managing Director at Bank of Montreal
Industry Capital Markets
Experience
Bank of Montreal April 2012 - Present
RBC May 2009 - February 2012
CIBC World Markets March 1998 - November 2008
NatWest Markets June 1995 - March 1998
Bankers Trust Company September 1993 - May 1995
Skills
Structured Products, Equity Derivatives, Derivatives, Fixed Income, Trading, Risk Management, Credit Risk, Financial Modeling, Finance, Middle Office, Financial Markets
Education
Lehigh University 1989 — 1993
Bachelor of Science (BS), Finance, General
Bank of Montreal April 2012 - Present
RBC May 2009 - February 2012
CIBC World Markets March 1998 - November 2008
NatWest Markets June 1995 - March 1998
Bankers Trust Company September 1993 - May 1995
Skills
Structured Products, Equity Derivatives, Derivatives, Fixed Income, Trading, Risk Management, Credit Risk, Financial Modeling, Finance, Middle Office, Financial Markets
Education
Lehigh University 1989 — 1993
Bachelor of Science (BS), Finance, General
Kimberly Hart's Bankers Trust Company Experience 1990 - 1999
Job Managing Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank 1999 - Present
Bankers Trust Company 1990 - 1999
Skills
Wealth Management
Education
Lafayette College
Bachelor of Arts (B.A.)
Hopkins School
Deutsche Bank 1999 - Present
Bankers Trust Company 1990 - 1999
Skills
Wealth Management
Education
Lafayette College
Bachelor of Arts (B.A.)
Hopkins School
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation