Bankers Trust Company
Industry: Bank
DescriptionBankers Trust was a historic American banking organization. The bank merged with Alex. Brown & Sons before being acquired by Deutsche Bank in 1999. Headquarters: New York City, New York, United States Successor: Deutsche Bank Founder: Henry Pomeroy Davison Founded: 1903
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Bankers Trust Company Employees
Employee
Years
Job
Industry
Alan Werlau Alan Werlau's Bankers Trust Company Experience 1988 - 1994
Job Principal at Tema Advisors
Industry Investment Management
Experience
Tema Advisors July 2013 - Present
UBS Investment Bank April 2008 - June 2013
Black Arrow Capital Management 2001 - 2007
Deltec Asset Management 1994 - 2000
Bankers Trust Company 1988 - 1994
Skills
Equities, Derivatives, Hedge Funds, Bloomberg, Fixed Income, Capital Markets, Emerging Markets, Alternative Investments, Valuation, Equity Research, Private Equity, Options, Investment Banking, Asset Management, Portfolio Management, Investment Management, Trading, Financial Markets, Bonds, Global Macro, Securities, Asset Allocation, Investment Strategies, Series 7, Equity Derivatives, ETFs, Investments, Credit Derivatives, Series 63, Equity Trading, Investment Advisory, Equity Valuation, FX Options, Wealth Management, Swaps, Interest Rate..., Equity Capital Markets, Capital Raising, Institutional..., Quantitative Analytics, Economics, Technical Analysis, Risk Management, Finance, Macroeconomics, Quantitative Investing, Financial Analysis, CDS, Trading Strategies, Currency
Education
Penn State University
Tema Advisors July 2013 - Present
UBS Investment Bank April 2008 - June 2013
Black Arrow Capital Management 2001 - 2007
Deltec Asset Management 1994 - 2000
Bankers Trust Company 1988 - 1994
Skills
Equities, Derivatives, Hedge Funds, Bloomberg, Fixed Income, Capital Markets, Emerging Markets, Alternative Investments, Valuation, Equity Research, Private Equity, Options, Investment Banking, Asset Management, Portfolio Management, Investment Management, Trading, Financial Markets, Bonds, Global Macro, Securities, Asset Allocation, Investment Strategies, Series 7, Equity Derivatives, ETFs, Investments, Credit Derivatives, Series 63, Equity Trading, Investment Advisory, Equity Valuation, FX Options, Wealth Management, Swaps, Interest Rate..., Equity Capital Markets, Capital Raising, Institutional..., Quantitative Analytics, Economics, Technical Analysis, Risk Management, Finance, Macroeconomics, Quantitative Investing, Financial Analysis, CDS, Trading Strategies, Currency
Education
Penn State University
Fern D. Simmons Fern D. Simmons's Bankers Trust Company Experience July 1978 - March 1982
Job Loan Review and Risk Management Consultant at Sheshunoff Consulting + Solutions
Industry Capital Markets
Experience
Sheshunoff Consulting + Solutions November 2008 - Present
SAGA Alternative Investment Management Company LLC February 2005 - October 2008
CypressTree Investment Management Company Inc. January 2001 - January 2005
Mizuho Corporate Bank June 1998 - October 2000
AMNEX,Inc June 1997 - June 1998
Ryoshin Leasing (USA) Inc. October 1988 - March 1997
Merrill Lynch July 1983 - October 1988
Bankers Trust Company July 1978 - March 1982
Skills
Credit Analysis, Asset Management, Loan Review, Portfolio Management, Structured Finance, Financial Structuring, Alternative Investments, Risk Management, Hedge Funds, Derivatives, Capital Markets, Real Estate Lending, Banking, Construction Lending, Investments
Education
New York University 1974 — 1978
BS, Accounting
Sheshunoff Consulting + Solutions November 2008 - Present
SAGA Alternative Investment Management Company LLC February 2005 - October 2008
CypressTree Investment Management Company Inc. January 2001 - January 2005
Mizuho Corporate Bank June 1998 - October 2000
AMNEX,Inc June 1997 - June 1998
Ryoshin Leasing (USA) Inc. October 1988 - March 1997
Merrill Lynch July 1983 - October 1988
Bankers Trust Company July 1978 - March 1982
Skills
Credit Analysis, Asset Management, Loan Review, Portfolio Management, Structured Finance, Financial Structuring, Alternative Investments, Risk Management, Hedge Funds, Derivatives, Capital Markets, Real Estate Lending, Banking, Construction Lending, Investments
Education
New York University 1974 — 1978
BS, Accounting
Jacqueline Butler RN, BSN Jacqueline Butler RN, BSN's Bankers Trust Company Experience January 1992 - January 1996
Job Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
Continuum Health Partners January 2007 - June 2009
Home Care January 2001 - January 2008
Bankers Trust Company January 1992 - January 1996
Bankers Trust Company January 1989 - January 1992
Education
Western Governors University 2010 — 2012
Bachelor of Science, Nursing
Phillips Beth Israel School of Nursing 2006 — 2009
Associate of Applied Science, Registered Nursing/Registered Nurse
University of Delaware
Bachelor of Science, Business Administration - Marketing; Minor in Spanish
Continuum Health Partners January 2007 - June 2009
Home Care January 2001 - January 2008
Bankers Trust Company January 1992 - January 1996
Bankers Trust Company January 1989 - January 1992
Education
Western Governors University 2010 — 2012
Bachelor of Science, Nursing
Phillips Beth Israel School of Nursing 2006 — 2009
Associate of Applied Science, Registered Nursing/Registered Nurse
University of Delaware
Bachelor of Science, Business Administration - Marketing; Minor in Spanish
Frank Tarsia Frank Tarsia's Bankers Trust Company Experience 1985 - 1988
Job Founder, Designer, Author of Life Editorials
Industry Financial Services
Experience
Life Editorials April 2012 - Present
Financial Data Management, Inc. January 1984 - July 2012
Citibank, NA January 2010 - November 2010
Bankers Trust Company 1985 - 1988
Skills
Financial Services, Equities, SDLC, Securities, Fixed Income, Banking, Capital Markets, Versatile Writer, Writer, Website Development, Blogging, Business Analysis
Education
NYU Stern School of Business 1977 — 1980
Master of Business Administration (MBA), Business & Information Technology
Pace University 1970 — 1977
Bachalor, Business and IT
Lafayette HS 1963 — 1966
High School
Life Editorials April 2012 - Present
Financial Data Management, Inc. January 1984 - July 2012
Citibank, NA January 2010 - November 2010
Bankers Trust Company 1985 - 1988
Skills
Financial Services, Equities, SDLC, Securities, Fixed Income, Banking, Capital Markets, Versatile Writer, Writer, Website Development, Blogging, Business Analysis
Education
NYU Stern School of Business 1977 — 1980
Master of Business Administration (MBA), Business & Information Technology
Pace University 1970 — 1977
Bachalor, Business and IT
Lafayette HS 1963 — 1966
High School
Kjersti Cory Kjersti Cory's Bankers Trust Company Experience September 2012 - Present
Job Vice President & ESOP Services Officer at Bankers Trust Company
Industry Banking
Experience
Bankers Trust Company September 2012 - Present
First Bankers Trust Services, Inc. March 1997 - September 2012
Skills
ESOP, Pensions, ERISA, 401k, Trustee, Employee Benefits, Fiduciary, Private Equity, Mergers & Acquisitions, Executive Pay, Estate Planning, Profit Sharing, Securities, Finance, Retirement Planning, Retirement, Investments, Defined Benefit, Wealth Management, Asset Allocation, Financial Advisory, Portfolio Management, Defined Contribution, Strategic Financial..., Equities, Business Valuation, Asset Management, Alternative Investments, Valuation, Series 7, Mutual Funds, Investment Advisory, Investment Banking, Series 63, Financial Planning
Education
Quincy University 1999 — 2001
MBA, Business
University of Missouri-Columbia 1992 — 1996
BSBA, Finance
Bankers Trust Company September 2012 - Present
First Bankers Trust Services, Inc. March 1997 - September 2012
Skills
ESOP, Pensions, ERISA, 401k, Trustee, Employee Benefits, Fiduciary, Private Equity, Mergers & Acquisitions, Executive Pay, Estate Planning, Profit Sharing, Securities, Finance, Retirement Planning, Retirement, Investments, Defined Benefit, Wealth Management, Asset Allocation, Financial Advisory, Portfolio Management, Defined Contribution, Strategic Financial..., Equities, Business Valuation, Asset Management, Alternative Investments, Valuation, Series 7, Mutual Funds, Investment Advisory, Investment Banking, Series 63, Financial Planning
Education
Quincy University 1999 — 2001
MBA, Business
University of Missouri-Columbia 1992 — 1996
BSBA, Finance
Lisaminh Woodruff Lisaminh Woodruff's Bankers Trust Company Experience 1986 - 1989
Job Advertising and Marketing Executive | Mexico and Central America | Open New Markets and Connect People | at Bloomberg
Industry Publishing
Experience
Bloomberg LP February 1998 - Present
International Media Partners 1989 - 1996
Citi 1989 - 1991
Bankers Trust Company 1986 - 1989
Skills
New Markets Development, Emerging Markets..., Latin American markets, Advertising, Marketing, Media, Relationship Management, Lasting Relationships, Building Long Lasting..., Global Business..., New Business Development, Mexico, Canada, Mining, Bloomberg, Emerging Markets, Finance, Integrated Marketing, Economics, International..., Management, Investments, Financial Markets, Direct Marketing
Education
University of South Carolina - The Moore School of Business 1984 — 1986
Master's degree, International Business Studies
Penn State University 1978 — 1982
Bachelor of Science (B.S.), Economics
Penn State University 1978 — 1982
Bachelor of Arts (B.A.), Latin American Studies
Bloomberg LP February 1998 - Present
International Media Partners 1989 - 1996
Citi 1989 - 1991
Bankers Trust Company 1986 - 1989
Skills
New Markets Development, Emerging Markets..., Latin American markets, Advertising, Marketing, Media, Relationship Management, Lasting Relationships, Building Long Lasting..., Global Business..., New Business Development, Mexico, Canada, Mining, Bloomberg, Emerging Markets, Finance, Integrated Marketing, Economics, International..., Management, Investments, Financial Markets, Direct Marketing
Education
University of South Carolina - The Moore School of Business 1984 — 1986
Master's degree, International Business Studies
Penn State University 1978 — 1982
Bachelor of Science (B.S.), Economics
Penn State University 1978 — 1982
Bachelor of Arts (B.A.), Latin American Studies
Joseph Carlomagno Joseph Carlomagno's Bankers Trust Company Experience February 1987 - July 1998
Job Marketing Director, Financial Services at CenturyLink
Industry Marketing and Advertising
Experience
Carpenter Group June 2012 - December 2012
Lazard Asset Management December 2010 - June 2012
UBS Global Asset Management February 2010 - December 2010
J.P. Morgan January 1998 - January 2009
Bankers Trust Company February 1987 - July 1998
Skills
Project Management, Editing, Mutual Funds, Relationship Management, Marketing Communications, Thought Leadership, Digital Marketing, Content Development, Agency Relationship..., Financial Services, Marketing, Asset Management, Marketing Strategy
Education
Pace University - Lubin School of Business
MBA, Marketing
Rutgers Center for Management Development
Mini-MBA™ Digital Marketing
The College of New Jersey
BS, Business Administration and Management, General
Carpenter Group June 2012 - December 2012
Lazard Asset Management December 2010 - June 2012
UBS Global Asset Management February 2010 - December 2010
J.P. Morgan January 1998 - January 2009
Bankers Trust Company February 1987 - July 1998
Skills
Project Management, Editing, Mutual Funds, Relationship Management, Marketing Communications, Thought Leadership, Digital Marketing, Content Development, Agency Relationship..., Financial Services, Marketing, Asset Management, Marketing Strategy
Education
Pace University - Lubin School of Business
MBA, Marketing
Rutgers Center for Management Development
Mini-MBA™ Digital Marketing
The College of New Jersey
BS, Business Administration and Management, General
Thomas Tomchak Thomas Tomchak's Bankers Trust Company Experience August 1988 - January 1992
Job Director, Equity Administration at Federated Investors
Industry Investment Management
Experience
Federated Investors April 2015 - Present
Deutsche Asset Management November 2011 - September 2014
Deutsche Asset Management December 2000 - November 2011
Deutsche Bank January 1992 - December 2000
Bankers Trust Company August 1988 - January 1992
Skills
Equities, Commodities..., Back and Middle Office..., Strategic and Tactical..., Regulatory and..., Financial and..., Policy and Procedure..., New Product Development, Process and Personnel..., Investment Platform..., Project and Change..., Back Office, Middle Office, Equities, Management, Portfolio Management, Investments, Asset Management, Financial Services, Fixed Income, Hedge Funds, Investment Management, Trading, Alternative Investments, Derivatives, Capital Markets
Education
New Jersey City University
Bachelor of Business Administration (BBA), International Finance
Federated Investors April 2015 - Present
Deutsche Asset Management November 2011 - September 2014
Deutsche Asset Management December 2000 - November 2011
Deutsche Bank January 1992 - December 2000
Bankers Trust Company August 1988 - January 1992
Skills
Equities, Commodities..., Back and Middle Office..., Strategic and Tactical..., Regulatory and..., Financial and..., Policy and Procedure..., New Product Development, Process and Personnel..., Investment Platform..., Project and Change..., Back Office, Middle Office, Equities, Management, Portfolio Management, Investments, Asset Management, Financial Services, Fixed Income, Hedge Funds, Investment Management, Trading, Alternative Investments, Derivatives, Capital Markets
Education
New Jersey City University
Bachelor of Business Administration (BBA), International Finance
Nick Adragna Nick Adragna's Bankers Trust Company Experience January 1985 - May 1999
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Bank of America - TEKSystems December 2011 - August 2013
Consultant February 2011 - January 2012
CGI - Barclays Capital April 2009 - February 2011
Lehman Brothers May 2001 - October 2008
Deutsche Bank May 1999 - May 2001
Bankers Trust Company January 1985 - May 1999
Consortium Communication Inc May 1984 - May 1985
NCR Corporation October 1980 - May 1984
Skills
Asset, Performance Management, Market Data, Vendor Management, Leadership, Business Strategy, Equities, Integration, Project Management, Investment Banking, Change Management, IT Strategy, Operations Management, Data Center, Disaster Recovery, CRM
Education
Devry Technical Institution 1978 — 1980
Communications, Digital Design, Integrated Circuitry
Queensborough Community College
Business
Morgan Stanley August 2013 - Present
Bank of America - TEKSystems December 2011 - August 2013
Consultant February 2011 - January 2012
CGI - Barclays Capital April 2009 - February 2011
Lehman Brothers May 2001 - October 2008
Deutsche Bank May 1999 - May 2001
Bankers Trust Company January 1985 - May 1999
Consortium Communication Inc May 1984 - May 1985
NCR Corporation October 1980 - May 1984
Skills
Asset, Performance Management, Market Data, Vendor Management, Leadership, Business Strategy, Equities, Integration, Project Management, Investment Banking, Change Management, IT Strategy, Operations Management, Data Center, Disaster Recovery, CRM
Education
Devry Technical Institution 1978 — 1980
Communications, Digital Design, Integrated Circuitry
Queensborough Community College
Business
Safet Kalaba Safet Kalaba's Bankers Trust Company Experience August 1998 - January 2001
Job Director at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank January 2001 - Present
Bankers Trust Company August 1998 - January 2001
Bankers Trust Company December 1995 - August 1998
Skills
Project Finance, MBS, Corporate Trust, Bonds, Derivatives, Structured Finance, Risk Management, Capital Markets, Financial Services, Portfolio Management, Investments, Banking, Corporate Finance
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.)
Deutsche Bank January 2001 - Present
Bankers Trust Company August 1998 - January 2001
Bankers Trust Company December 1995 - August 1998
Skills
Project Finance, MBS, Corporate Trust, Bonds, Derivatives, Structured Finance, Risk Management, Capital Markets, Financial Services, Portfolio Management, Investments, Banking, Corporate Finance
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.)
Jessica Yip Jessica Yip's Bankers Trust Company Experience May 1997 - July 2000
Job Data Operations Specialist
Industry Renewables & Environment
Experience
OnGrid Solar January 2011 - Present
SonLife Consulting January 2006 - Present
Zhu's Scalp Acupuncture and Physical Therapy January 2009 - December 2010
Bankers Trust Company May 1997 - July 2000
Skills
Competitive Analysis, Program Management, Database Management, Software Alpha Testing, Proposal Designing, Research, Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Product Development, Management, Market Research, Leadership, Project Planning, Project Management, Marketing
Education
National University of Singapore
Bachelor of Business Administration (Honors Program), Business Management and Finance
OnGrid Solar January 2011 - Present
SonLife Consulting January 2006 - Present
Zhu's Scalp Acupuncture and Physical Therapy January 2009 - December 2010
Bankers Trust Company May 1997 - July 2000
Skills
Competitive Analysis, Program Management, Database Management, Software Alpha Testing, Proposal Designing, Research, Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Product Development, Management, Market Research, Leadership, Project Planning, Project Management, Marketing
Education
National University of Singapore
Bachelor of Business Administration (Honors Program), Business Management and Finance
Farhad Assari Farhad Assari's Bankers Trust Company Experience 1985 - 1991
Job Senior Global Financial & Business Management Executive
Industry Financial Services
Experience
Investrust 2007 - Present
Morgan Stanley Private Wealth Management 2007 - 2008
HSBC Private Bank 2005 - 2007
Investrust LLC 2002 - 2005
Neuberger Berman 2000 - 2002
Citibank 1998 - 2000
Citibank 1995 - 1998
M. H. Alshaya Co. 1991 - 1995
Bankers Trust Company 1985 - 1991
Skills
Private Equity, Executive Management, Venture Capital, Mergers, Due Diligence, Risk Management, Entrepreneurship, Investments, Investment Banking, Strategy, Business Strategy, Start-ups, Emerging Markets, Business Planning, Mergers & Acquisitions, Portfolio Management, Valuation, Corporate Finance, Wealth Management, Business Development, Financial Analysis, Management, Corporate Development, Financial Modeling, Restructuring, Asset Management, Capital Markets
Education
Wharton School, University of Pennsylvania 1983 — 1985
Master of Business Administration (MBA), Investments and Securities, Graduated with Distinction
New York University 1978 — 1982
Bachelor of Science (BS), Finance, General, Magna Cum Laude - 3.96 average in Finance
Investrust 2007 - Present
Morgan Stanley Private Wealth Management 2007 - 2008
HSBC Private Bank 2005 - 2007
Investrust LLC 2002 - 2005
Neuberger Berman 2000 - 2002
Citibank 1998 - 2000
Citibank 1995 - 1998
M. H. Alshaya Co. 1991 - 1995
Bankers Trust Company 1985 - 1991
Skills
Private Equity, Executive Management, Venture Capital, Mergers, Due Diligence, Risk Management, Entrepreneurship, Investments, Investment Banking, Strategy, Business Strategy, Start-ups, Emerging Markets, Business Planning, Mergers & Acquisitions, Portfolio Management, Valuation, Corporate Finance, Wealth Management, Business Development, Financial Analysis, Management, Corporate Development, Financial Modeling, Restructuring, Asset Management, Capital Markets
Education
Wharton School, University of Pennsylvania 1983 — 1985
Master of Business Administration (MBA), Investments and Securities, Graduated with Distinction
New York University 1978 — 1982
Bachelor of Science (BS), Finance, General, Magna Cum Laude - 3.96 average in Finance
Andrea Jacobson Andrea Jacobson's Bankers Trust Company Experience April 1986 - September 1987
Job SVP International Operations Manager, Wells Fargo Bank NA
Industry Banking
Experience
Wells Fargo Bank NA August 2013 - Present
Insight Global February 2012 - August 2013
Bank of America April 1999 - November 2011
Bank of America April 1999 - October 2005
Bank of America December 1990 - April 1999
Citibank January 1990 - December 1990
Citibank September 1987 - January 1990
Bankers Trust Company April 1986 - September 1987
Chemical Bank August 1982 - April 1986
Skills
Global Operations, Program Management, Project Implementation, FX Options, Project Management, Mergers, Currency, Management, Money Market, Back Office, Banking, Business Analysis, Business Process..., Business Requirements, E-commerce, Foreign Exchange, IT Strategy, Leadership, Options, PMO, Requirements Gathering, Project Portfolio..., Six Sigma, User Acceptance Testing, Project Delivery
Education
Rutgers University, Graduate School of Management 1986 — 1990
MBA, International Business and Consulting Management
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1985
BA, English and Economics
Wells Fargo Bank NA August 2013 - Present
Insight Global February 2012 - August 2013
Bank of America April 1999 - November 2011
Bank of America April 1999 - October 2005
Bank of America December 1990 - April 1999
Citibank January 1990 - December 1990
Citibank September 1987 - January 1990
Bankers Trust Company April 1986 - September 1987
Chemical Bank August 1982 - April 1986
Skills
Global Operations, Program Management, Project Implementation, FX Options, Project Management, Mergers, Currency, Management, Money Market, Back Office, Banking, Business Analysis, Business Process..., Business Requirements, E-commerce, Foreign Exchange, IT Strategy, Leadership, Options, PMO, Requirements Gathering, Project Portfolio..., Six Sigma, User Acceptance Testing, Project Delivery
Education
Rutgers University, Graduate School of Management 1986 — 1990
MBA, International Business and Consulting Management
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1985
BA, English and Economics
Joseph Sevely Joseph Sevely's Bankers Trust Company Experience June 1992 - January 1999
Job CFO at Cutwater Asset Management
Industry Investment Management
Experience
Cutwater Asset Management May 2010 - Present
MBIA May 2007 - May 2010
MBIA March 2006 - May 2007
MBIA Inc. January 1999 - March 2006
Bankers Trust Company June 1992 - January 1999
Chemical Bank June 1989 - June 1992
Merrill Lynch April 1986 - June 1989
Skills
Asset Management, Capital Markets, Market Risk, Structured Finance, Securities, Financial Risk, Project Finance, Financial Structuring, Corporate Finance, Hedge Funds, Finance, Credit Analysis, Due Diligence, Valuation, Restructuring, Structured Products, Private Equity, Investments, MBS, Equities, Emerging Markets, ABS, Financial Modeling, Investment Banking, Securitization, Financial Markets, Credit Derivatives, Fixed Income, Credit, Credit Risk, Asset Managment, Financial Analysis, Portfolio Management, Derivatives, Bonds, Bloomberg, Risk Management
Education
Massachusetts Institute of Technology
SB, Mathematics
The University of Chicago Booth School of Business
MBA, Finance
Cutwater Asset Management May 2010 - Present
MBIA May 2007 - May 2010
MBIA March 2006 - May 2007
MBIA Inc. January 1999 - March 2006
Bankers Trust Company June 1992 - January 1999
Chemical Bank June 1989 - June 1992
Merrill Lynch April 1986 - June 1989
Skills
Asset Management, Capital Markets, Market Risk, Structured Finance, Securities, Financial Risk, Project Finance, Financial Structuring, Corporate Finance, Hedge Funds, Finance, Credit Analysis, Due Diligence, Valuation, Restructuring, Structured Products, Private Equity, Investments, MBS, Equities, Emerging Markets, ABS, Financial Modeling, Investment Banking, Securitization, Financial Markets, Credit Derivatives, Fixed Income, Credit, Credit Risk, Asset Managment, Financial Analysis, Portfolio Management, Derivatives, Bonds, Bloomberg, Risk Management
Education
Massachusetts Institute of Technology
SB, Mathematics
The University of Chicago Booth School of Business
MBA, Finance
Warren Wood Warren Wood's Bankers Trust Company Experience March 1967 - June 1968
Job Experienced Attorney and Alternative Dispute Resolution Neutral and Practitioner
Industry Law Practice
Experience
Garibaldi American Inn of Court for Alternate Dispute Resolution 2012 - Present
The Legato Law Firm June 2007 - Present
Executive Mediator Services 2006 - Present
Greenbaum, Rowe, Smith & Davis May 2005 - May 2007
Global Center for Dispute Resolution Research January 2004 - May 2005
The Robert Wood Johnson Foundation November 1975 - December 2003
Lankenau, Kovner & Bickford April 1989 - June 1992
Drinker, Biddle & Reath February 1985 - April 1989
McGuire, Woods & Battle June 1971 - October 1975
Bankers Trust Company March 1967 - June 1968
Skills
domestic and..., domestic and..., tax-exempt law, private philanthropy..., general corporate and...
Education
University of Virginia School of Law 1968 — 1971
J. D.
Princeton University 1959 — 1963
A. B., English
Garibaldi American Inn of Court for Alternate Dispute Resolution 2012 - Present
The Legato Law Firm June 2007 - Present
Executive Mediator Services 2006 - Present
Greenbaum, Rowe, Smith & Davis May 2005 - May 2007
Global Center for Dispute Resolution Research January 2004 - May 2005
The Robert Wood Johnson Foundation November 1975 - December 2003
Lankenau, Kovner & Bickford April 1989 - June 1992
Drinker, Biddle & Reath February 1985 - April 1989
McGuire, Woods & Battle June 1971 - October 1975
Bankers Trust Company March 1967 - June 1968
Skills
domestic and..., domestic and..., tax-exempt law, private philanthropy..., general corporate and...
Education
University of Virginia School of Law 1968 — 1971
J. D.
Princeton University 1959 — 1963
A. B., English
Tom Winsch Tom Winsch's Bankers Trust Company Experience July 1993 - June 1994
Job Retired
Industry Financial Services
Experience
Retired and enjoying time to pursue personal interests and family May 2015 - Present
North Carolina Department of Public Instruction October 2014 - Present
BNY Mellon May 2011 - May 2013
BNY Mellon January 2009 - December 2010
BNY Mellon June 2004 - December 2008
The Bank of New York December 1999 - December 2004
The Bank of New York June 1994 - December 1999
BANKERS TRUST COMPANY July 1993 - June 1994
BANK OF AMERICAInstitutional Trust and Securities Services August 1990 - July 1993
SUNGARD DATA SYSTEMS August 1988 - August 1990
Skills
PMP, Process Improvement, Project Management, Requirements Analysis, Quality Assurance, Public Speaking, Sales Presentations, Testing, Product Demonstration, Global Custody, Financial Services, Securities, Securities Lending, Transfer Agency, Corporate Trust, Banking, Treasury Services, Risk Management, Mutual Funds, Fixed Income, CRM, Program Management, Equities, Relationship Management, Capital Markets, Analysis, Cross-functional Team..., Integration, Product Management, Management, Strategy, Back Office, Management Consulting, Business Development, Finance, Settlement, Hedge Funds, Derivatives, Leadership, Portfolio Management, Trading Systems, Corporate Actions, Bloomberg, Investment Banking, FX Options, Asset Management, Financial Markets, Investment Management, Series 7, Middle Office
Education
Pace University 1978 — 1983
MBA Program Graduate, Corporate Finance
Queens College 1973 — 1978
BA, Anthropology
Retired and enjoying time to pursue personal interests and family May 2015 - Present
North Carolina Department of Public Instruction October 2014 - Present
BNY Mellon May 2011 - May 2013
BNY Mellon January 2009 - December 2010
BNY Mellon June 2004 - December 2008
The Bank of New York December 1999 - December 2004
The Bank of New York June 1994 - December 1999
BANKERS TRUST COMPANY July 1993 - June 1994
BANK OF AMERICAInstitutional Trust and Securities Services August 1990 - July 1993
SUNGARD DATA SYSTEMS August 1988 - August 1990
Skills
PMP, Process Improvement, Project Management, Requirements Analysis, Quality Assurance, Public Speaking, Sales Presentations, Testing, Product Demonstration, Global Custody, Financial Services, Securities, Securities Lending, Transfer Agency, Corporate Trust, Banking, Treasury Services, Risk Management, Mutual Funds, Fixed Income, CRM, Program Management, Equities, Relationship Management, Capital Markets, Analysis, Cross-functional Team..., Integration, Product Management, Management, Strategy, Back Office, Management Consulting, Business Development, Finance, Settlement, Hedge Funds, Derivatives, Leadership, Portfolio Management, Trading Systems, Corporate Actions, Bloomberg, Investment Banking, FX Options, Asset Management, Financial Markets, Investment Management, Series 7, Middle Office
Education
Pace University 1978 — 1983
MBA Program Graduate, Corporate Finance
Queens College 1973 — 1978
BA, Anthropology
Tony Gruber Tony Gruber's Bankers Trust Company Experience 1985 - 1987
Job Director Customer Support/Operations at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters 2012 - Present
Thomson Reuters 2000 - 2012
Thomson Reuters 1999 - 2000
Citibank 1998 - 1999
Citibank 1996 - 1998
Citibank 1992 - 1996
USA TODAY 1990 - 1992
Philip Morris International 1987 - 1988
Bankers Trust Company 1985 - 1987
Manufacturers Hanover Trust 1981 - 1985
Skills
Process Improvement, Vendor Management
Education
Iona College - Hagan School of Business 1977 — 1981
BBA, Marketing
New York Institute of Technology
MBA
Thomson Reuters 2012 - Present
Thomson Reuters 2000 - 2012
Thomson Reuters 1999 - 2000
Citibank 1998 - 1999
Citibank 1996 - 1998
Citibank 1992 - 1996
USA TODAY 1990 - 1992
Philip Morris International 1987 - 1988
Bankers Trust Company 1985 - 1987
Manufacturers Hanover Trust 1981 - 1985
Skills
Process Improvement, Vendor Management
Education
Iona College - Hagan School of Business 1977 — 1981
BBA, Marketing
New York Institute of Technology
MBA
Ken Porcaro Ken Porcaro's Bankers Trust Company Experience May 1984 - August 1994
Job Managing Director
Industry Banking
Experience
Citi January 2011 - Present
Citigroup Global Transaction Services January 2005 - January 2011
Citibank August 1994 - January 2005
Bankers Trust Company May 1984 - August 1994
Bradford Trust Company Securities Processing Services 1981 - 1984
Bronx Science 1972 - 1976
Skills
Securities, Cash Management, Banking, Customer Relations, Cash, Economics, Technology, Global Custody, Credit Risk, Customer Service, Fixed Income, Settlement, Financial Services, Capital Markets, Equities, Relationship Management, Back Office, Bonds, Risk Management, Credit, Financial Markets, AML, Trading Systems, Loans, Investment Banking, Hedge Funds, Portfolio Management, Prime Brokerage, FX Options, Operational Risk, Financial Institutions, Payments, Trading, CRM, Treasury Management, Emerging Markets, Operational Risk..., Derivatives, Financial Risk, Securities Lending, Middle Office, Options, Wealth Management, Mutual Funds, Alternative Investments, Asset Management, Collateral Management, Management, Bloomberg, SWIFT payments
Education
Pace University - Lubin School of Business 1989 — 1991
International Business
City University of New York-Herbert H. Lehman College 1976 — 1981
Bachelor of Science (BS), Business/Managerial Economics
Citi January 2011 - Present
Citigroup Global Transaction Services January 2005 - January 2011
Citibank August 1994 - January 2005
Bankers Trust Company May 1984 - August 1994
Bradford Trust Company Securities Processing Services 1981 - 1984
Bronx Science 1972 - 1976
Skills
Securities, Cash Management, Banking, Customer Relations, Cash, Economics, Technology, Global Custody, Credit Risk, Customer Service, Fixed Income, Settlement, Financial Services, Capital Markets, Equities, Relationship Management, Back Office, Bonds, Risk Management, Credit, Financial Markets, AML, Trading Systems, Loans, Investment Banking, Hedge Funds, Portfolio Management, Prime Brokerage, FX Options, Operational Risk, Financial Institutions, Payments, Trading, CRM, Treasury Management, Emerging Markets, Operational Risk..., Derivatives, Financial Risk, Securities Lending, Middle Office, Options, Wealth Management, Mutual Funds, Alternative Investments, Asset Management, Collateral Management, Management, Bloomberg, SWIFT payments
Education
Pace University - Lubin School of Business 1989 — 1991
International Business
City University of New York-Herbert H. Lehman College 1976 — 1981
Bachelor of Science (BS), Business/Managerial Economics
Glenn Lehner Glenn Lehner's Bankers Trust Company Experience September 1994 - October 1995
Job VP, Business Development, LinkPoint360
Industry Information Technology and Services
Experience
LinkPoint360 January 2000 - Present
Bankers Trust Company September 1994 - October 1995
Ernst & Young October 1989 - September 1994
Skills
SaaS, Cloud Computing, Enterprise Software, Salesforce.com, Microsoft CRM, Solution Selling, Professional Services, CRM, Business Alliances, Sales Enablement, Go-to-market Strategy, Marketing Automation, Business Intelligence, Demand Generation, Strategic Partnerships, Pre-sales, Partner Management, Lead Generation, Microsoft Dynamics, Software Industry, Business Development, Channel Partners, Start-ups, Software Implementation, Consulting, Sales Process, Analytics, Integration, Account Management, Product Management, Leadership, IT Strategy
Education
Monmouth University 1983 — 1987
BS
LinkPoint360 January 2000 - Present
Bankers Trust Company September 1994 - October 1995
Ernst & Young October 1989 - September 1994
Skills
SaaS, Cloud Computing, Enterprise Software, Salesforce.com, Microsoft CRM, Solution Selling, Professional Services, CRM, Business Alliances, Sales Enablement, Go-to-market Strategy, Marketing Automation, Business Intelligence, Demand Generation, Strategic Partnerships, Pre-sales, Partner Management, Lead Generation, Microsoft Dynamics, Software Industry, Business Development, Channel Partners, Start-ups, Software Implementation, Consulting, Sales Process, Analytics, Integration, Account Management, Product Management, Leadership, IT Strategy
Education
Monmouth University 1983 — 1987
BS
Jasmine Monica Malhotra Jasmine Monica Malhotra's Bankers Trust Company Experience June 1996 - August 1997
Job
Industry Law Practice
Experience
LAW OFFICES OF J. MONICA MALHOTRA, ESQ., LLC January 2007 - Present
LAW OFFICES OF SWANICKE & LAMBARIELLO, LLC July 2005 - January 2007
OFFICE OF THE ATTORNEY GENERAL, NEW JERSEY BUREAU OF SECURITIES April 2003 - July 2005
PSE&G CORPORATION June 2001 - August 2001
NATIONAL ASSOCIATION OF SECURITIES June 2000 - August 2000
New York City Law Department June 2000 - July 2000
ARTHUR ANDERSEN August 1997 - November 1999
BANKERS TRUST COMPANY June 1996 - August 1997
Prudential Securities May 1995 - July 1995
Skills
Legal Writing, Commercial Litigation, Litigation, Civil Litigation, Corporate Law
Education
New York Law School 1999 — 2002
JD, LAW
Pace University - Lubin School of Business 1999 — 2001
MBA, Investment Management
Rutgers University-New Brunswick 1992 — 1996
Bachelor of Arts, Major :Economics/Finance Minor: Biology & Chemistry
Hoboken High School
LAW OFFICES OF J. MONICA MALHOTRA, ESQ., LLC January 2007 - Present
LAW OFFICES OF SWANICKE & LAMBARIELLO, LLC July 2005 - January 2007
OFFICE OF THE ATTORNEY GENERAL, NEW JERSEY BUREAU OF SECURITIES April 2003 - July 2005
PSE&G CORPORATION June 2001 - August 2001
NATIONAL ASSOCIATION OF SECURITIES June 2000 - August 2000
New York City Law Department June 2000 - July 2000
ARTHUR ANDERSEN August 1997 - November 1999
BANKERS TRUST COMPANY June 1996 - August 1997
Prudential Securities May 1995 - July 1995
Skills
Legal Writing, Commercial Litigation, Litigation, Civil Litigation, Corporate Law
Education
New York Law School 1999 — 2002
JD, LAW
Pace University - Lubin School of Business 1999 — 2001
MBA, Investment Management
Rutgers University-New Brunswick 1992 — 1996
Bachelor of Arts, Major :Economics/Finance Minor: Biology & Chemistry
Hoboken High School
Evan Tsamas Evan Tsamas's Bankers Trust Company Experience September 1993 - March 1994
Job Director Functional Training at Citi
Industry Human Resources
Experience
FUNCTIONAL LEARNING May 2007 - Present
Citigroup July 2004 - May 2007
TSAMAS TRAINING CORPORATION March 2001 - July 2004
Citibank November 1999 - March 2001
CITIBANK, N March 1999 - November 1999
Citibank January 1998 - March 1999
Citibank January 1996 - January 1998
Citibank March 1994 - December 1995
BANKERS TRUST COMPANY September 1993 - March 1994
Bankers Trust 1989 - 1994
Education
Rutgers Business School 1981 — 1985
New York University School of Continuing Education
Certificate, Training and Human Resource
Rutgers College
Bachelor of Arts, Psychology
FUNCTIONAL LEARNING May 2007 - Present
Citigroup July 2004 - May 2007
TSAMAS TRAINING CORPORATION March 2001 - July 2004
Citibank November 1999 - March 2001
CITIBANK, N March 1999 - November 1999
Citibank January 1998 - March 1999
Citibank January 1996 - January 1998
Citibank March 1994 - December 1995
BANKERS TRUST COMPANY September 1993 - March 1994
Bankers Trust 1989 - 1994
Education
Rutgers Business School 1981 — 1985
New York University School of Continuing Education
Certificate, Training and Human Resource
Rutgers College
Bachelor of Arts, Psychology
Barbara Schanker Barbara Schanker's Bankers Trust Company Experience January 1982 - May 1989
Job President at BGS Services, Inc. and Owner, BGS Services, Inc.
Industry Accounting
Experience
BGS Services, Inc. June 1989 - Present
Bankers Trust Company January 1982 - May 1989
Bristol-Myers 1980 - 1983
Skills
Bookkeeping, Tax, Financial Reporting, Small Business, Accounting, CPA, GAAP, Due Diligence, Income Tax, Tax Preparation, Corporate Finance, QuickBooks, Tax Returns, Corporate Tax, Nonprofits, Strategic Financial..., Tax Accounting, Financial Accounting
Education
Hofstra University 1979 — 1980
Graduate Level Business Management
Queens College 1974 — 1978
Bachelor's, Accounting
BGS Services, Inc. June 1989 - Present
Bankers Trust Company January 1982 - May 1989
Bristol-Myers 1980 - 1983
Skills
Bookkeeping, Tax, Financial Reporting, Small Business, Accounting, CPA, GAAP, Due Diligence, Income Tax, Tax Preparation, Corporate Finance, QuickBooks, Tax Returns, Corporate Tax, Nonprofits, Strategic Financial..., Tax Accounting, Financial Accounting
Education
Hofstra University 1979 — 1980
Graduate Level Business Management
Queens College 1974 — 1978
Bachelor's, Accounting
Monaco, Julie Monaco, Julie's Bankers Trust Company Experience 1985 - 1999
Job MD, Global Head Public Sector Coverage, Corporate and Investment Bank
Industry Banking
Experience
Citi July 2013 - Present
Citi July 2007 - July 2013
JPMorgan Chase July 2001 - June 2007
Deutsche Bank 1999 - 2001
Bankers Trust Company 1985 - 1999
Skills
Cash Management, Trade Finance, Treasury, Trading, Banking, Management, Capital Markets, Financial Services, Risk Management, Operational Risk, Fixed Income, Investment Banking, Portfolio Management, Securities, Relationship Management, Payments, Business Analysis, Derivatives, Financial Risk, Credit, Credit Risk, Treasury Services, Business Strategy, Commercial Banking, SWIFT payments, Equities, Hedge Funds, Corporate Bank Coverage, Central Government, Government Agencies, NGOs, Pension Funds, State & Local Goverment...
Education
New York University 1991 — 1993
MBA, Finance
The George Washington University 1981 — 1985
BA, International Relations
Citi July 2013 - Present
Citi July 2007 - July 2013
JPMorgan Chase July 2001 - June 2007
Deutsche Bank 1999 - 2001
Bankers Trust Company 1985 - 1999
Skills
Cash Management, Trade Finance, Treasury, Trading, Banking, Management, Capital Markets, Financial Services, Risk Management, Operational Risk, Fixed Income, Investment Banking, Portfolio Management, Securities, Relationship Management, Payments, Business Analysis, Derivatives, Financial Risk, Credit, Credit Risk, Treasury Services, Business Strategy, Commercial Banking, SWIFT payments, Equities, Hedge Funds, Corporate Bank Coverage, Central Government, Government Agencies, NGOs, Pension Funds, State & Local Goverment...
Education
New York University 1991 — 1993
MBA, Finance
The George Washington University 1981 — 1985
BA, International Relations
Regina Cranston Regina Cranston's Bankers Trust Company Experience June 1990 - May 1992
Job Contractor/ Agreements and Documentation at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merril Lynch October 2014 - Present
Bank of America Merrill Lynch October 2014 - Present
Bank of America 2014 - 2015
Bank of America 2014 - 2015
Morgan Stanley 2004 - 2007
Morgan Stanley May 1994 - May 1999
Lehman Brothers May 1992 - May 1994
Bankers Trust Company June 1990 - May 1992
Morgan Stanley October 1986 - June 1990
Prudential Bache Securities August 1983 - October 1986
Skills
Prime Brokerage, Securities, Business Strategy, Investment Banking, Equities, Risk Management, Series 63, Series 7, Fixed Income, Asset Management, Derivatives, Portfolio Management, Trading, Hedge Funds
Education
Monmouth University 2012 — 2016
Master's Degree, Special Education/Autism
Fontbonne Hall Academy
Holmdel Township Schools
Holmdel Township Schools
St. John's University New York
B.A., Communications/Business
Visitation Academy
All Girl's Catholic Private School (1-8)
Bank of America Merril Lynch October 2014 - Present
Bank of America Merrill Lynch October 2014 - Present
Bank of America 2014 - 2015
Bank of America 2014 - 2015
Morgan Stanley 2004 - 2007
Morgan Stanley May 1994 - May 1999
Lehman Brothers May 1992 - May 1994
Bankers Trust Company June 1990 - May 1992
Morgan Stanley October 1986 - June 1990
Prudential Bache Securities August 1983 - October 1986
Skills
Prime Brokerage, Securities, Business Strategy, Investment Banking, Equities, Risk Management, Series 63, Series 7, Fixed Income, Asset Management, Derivatives, Portfolio Management, Trading, Hedge Funds
Education
Monmouth University 2012 — 2016
Master's Degree, Special Education/Autism
Fontbonne Hall Academy
Holmdel Township Schools
Holmdel Township Schools
St. John's University New York
B.A., Communications/Business
Visitation Academy
All Girl's Catholic Private School (1-8)
Manny Zachodin Manny Zachodin's Bankers Trust Company Experience 1988 - 1991
Job Systems Analyst
Industry Computer Software
Experience
Beth Abraham Health Services June 2006 - November 2013
Columbia University 2004 - 2012
TIAA-CREF July 1991 - September 2003
CHASE MANHATTAN BANK 1991 - 1991
BANKERS TRUST COMPANY 1988 - 1991
Covidea (Joint Venture of Chemical Bank, Time Inc. At&t, BoA) 1983 - 1988
Skills
Systems Analysis, SDLC, Software Project..., Databases, SQL, Software Development, Requirements Analysis, Visio, Software Documentation, Business Intelligence, Crystal Reports, IT Strategy, IT Management, Data Warehousing, COBOL, VB.NET, Enterprise Architecture, Agile Methodologies, Project Management
Education
University of Bridgeport 1992 — 1993
Master of Science (M.S.), Management Engineering
New York Institute of Technology 1980 — 1983
Bachelor of Science (B.S.), Computer Science
Beth Abraham Health Services June 2006 - November 2013
Columbia University 2004 - 2012
TIAA-CREF July 1991 - September 2003
CHASE MANHATTAN BANK 1991 - 1991
BANKERS TRUST COMPANY 1988 - 1991
Covidea (Joint Venture of Chemical Bank, Time Inc. At&t, BoA) 1983 - 1988
Skills
Systems Analysis, SDLC, Software Project..., Databases, SQL, Software Development, Requirements Analysis, Visio, Software Documentation, Business Intelligence, Crystal Reports, IT Strategy, IT Management, Data Warehousing, COBOL, VB.NET, Enterprise Architecture, Agile Methodologies, Project Management
Education
University of Bridgeport 1992 — 1993
Master of Science (M.S.), Management Engineering
New York Institute of Technology 1980 — 1983
Bachelor of Science (B.S.), Computer Science
Jeanne Feenick Jeanne Feenick's Bankers Trust Company Experience 1978 - 1995
Job Sales Associate at Keller Williams Towne Square Realty
Industry Real Estate
Experience
Keller Williams Towne Square Realty January 2011 - Present
Weichert Realtors 2005 - January 2011
Moody's Investors Service 1995 - 2000
Bankers Trust Company 1978 - 1995
Skills
Online Marketing, Negotiation, Customer Focus, Pricing, Selling, Relocation, Sellers, Investment Properties, Residential, Real Estate, Contract Negotiation, First Time Home Buyers, Condos, Customer Service, Marketing Strategy, Residential Homes, Buyers, Property, Marketing, Sales, Sales Management, Short Sales, Move Up Buyers, ABR, Buyer Representation, New Homes, Referrals, Townhomes, Home Staging, Relocation Buyers, New Home Sales, Single Family Homes, Listings
Education
Northwestern University 1974 — 1978
BS, Communication Studies
Oil City Area High School, Oil City, PA
Keller Williams Towne Square Realty January 2011 - Present
Weichert Realtors 2005 - January 2011
Moody's Investors Service 1995 - 2000
Bankers Trust Company 1978 - 1995
Skills
Online Marketing, Negotiation, Customer Focus, Pricing, Selling, Relocation, Sellers, Investment Properties, Residential, Real Estate, Contract Negotiation, First Time Home Buyers, Condos, Customer Service, Marketing Strategy, Residential Homes, Buyers, Property, Marketing, Sales, Sales Management, Short Sales, Move Up Buyers, ABR, Buyer Representation, New Homes, Referrals, Townhomes, Home Staging, Relocation Buyers, New Home Sales, Single Family Homes, Listings
Education
Northwestern University 1974 — 1978
BS, Communication Studies
Oil City Area High School, Oil City, PA
Guy Dempsey Guy Dempsey's Bankers Trust Company Experience 1985 - 1999
Job Partner at Katten Muchin Rosenman LLP
Industry Legal Services
Experience
Katten Muchin Rosenman LLP October 2010 - Present
Latham & Watkins 2008 - October 2010
Barclays Capital 1999 - 2007
Bankers Trust Company 1985 - 1999
White & Case 1977 - 1985
Skills
Derivatives, Structured Products, Swaps, Dodd-Frank, ISDA, Structured Finance, Capital Markets, Hedge Funds, Corporate Governance, Alternative Investments, Commodity, Financial Structuring, Cross-border...
Education
New York University School of Law 1974 — 1977
JD, Law
Yale University 1970 — 1974
BA, European History
Katten Muchin Rosenman LLP October 2010 - Present
Latham & Watkins 2008 - October 2010
Barclays Capital 1999 - 2007
Bankers Trust Company 1985 - 1999
White & Case 1977 - 1985
Skills
Derivatives, Structured Products, Swaps, Dodd-Frank, ISDA, Structured Finance, Capital Markets, Hedge Funds, Corporate Governance, Alternative Investments, Commodity, Financial Structuring, Cross-border...
Education
New York University School of Law 1974 — 1977
JD, Law
Yale University 1970 — 1974
BA, European History
Demetria Grieve Demetria Grieve's Bankers Trust Company Experience January 1981 - January 1982
Job Bookkeeper at Accountemps
Industry Executive Office
Experience
Accountemps October 2012 - Present
Brits Family Services January 2010 - Present
American Legion Auxiliary - Unit 142 - President July 2011 - July 2012
Precision Wall Systems January 2008 - January 2010
Paradise Staffing January 2006 - January 2008
The Measuring Guy January 2004 - January 2006
Office Specialists January 1991 - January 1994
Bankers Trust Company January 1981 - January 1982
Chemical Bank International January 1979 - January 1981
Skills
Microsoft Office, Microsoft Excel, Internet, Research, Organization, Microsoft Publisher, Route Planning, Schedules, Conflict Resolution, Adding Machine, Multi-line Phone, Copying, Fax, Accurate Data Entry, Forensic Accounting, Start Ups, Peachtree, QuickBooks
Education
Rochester Institute of Technology 1974 — 1979
Business Administration and Management, General
Rochester Institute of Technology 1974 — 1979
Mechanical Engineering; Business Administration
Accountemps October 2012 - Present
Brits Family Services January 2010 - Present
American Legion Auxiliary - Unit 142 - President July 2011 - July 2012
Precision Wall Systems January 2008 - January 2010
Paradise Staffing January 2006 - January 2008
The Measuring Guy January 2004 - January 2006
Office Specialists January 1991 - January 1994
Bankers Trust Company January 1981 - January 1982
Chemical Bank International January 1979 - January 1981
Skills
Microsoft Office, Microsoft Excel, Internet, Research, Organization, Microsoft Publisher, Route Planning, Schedules, Conflict Resolution, Adding Machine, Multi-line Phone, Copying, Fax, Accurate Data Entry, Forensic Accounting, Start Ups, Peachtree, QuickBooks
Education
Rochester Institute of Technology 1974 — 1979
Business Administration and Management, General
Rochester Institute of Technology 1974 — 1979
Mechanical Engineering; Business Administration
Michael J. McMahon, RPA, SMA's Bankers Trust Company Experience 1990 - 1994
Job Assistant Chief Engineer, Colliers International, 60 Hudson Street
Industry Commercial Real Estate
Experience
Colliers-International March 2015 - Present
DDG January 2013 - March 2015
Peconic Energy Products Company September 2011 - February 2013
Morningside Heights Housing Corporation April 2007 - August 2011
Hines 2001 - 2007
Cushman & Wakefield 1994 - 2001
Bankers Trust Company 1990 - 1994
Shearson Lehman Hutton 1987 - 1990
Mid State Management (LeFrak) 1980 - 1987
Skills
Product Development, Product Design, Project Management, Manufacturing..., R&D, Pro Engineer, Refrigeration Engineer,..., Fire Safety Director, Fireman, Commissioning, Construction, HVAC, Contract Management, Energy, Energy Audits, Energy Management, Facilities Management, Fire Alarm, Electricians, Energy Conservation, Energy Efficiency, Renewable Energy, Data Center, Facilities Operations, Budgets, Project Planning, HVAC Controls, Plumbing, Leases, Asset Management, Commercial Real Estate, LEED, Property, Air Conditioning, Security, Contract Negotiation, UPS systems, Renovation, Property Management, Construction Management, Green Building, Building Automation, Building Management..., Real Estate Development, Corporate Real Estate, Disposition, Lease Negotiations, Feasibility Studies, Building Maintenance, Acquisitions
Education
New York University 1988 — 1990
Diploma Program in Real Estate (RPA), Real Property Administration, Summa Cum Laude
Queens College 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government, Graduated Cum Laude
Colliers-International March 2015 - Present
DDG January 2013 - March 2015
Peconic Energy Products Company September 2011 - February 2013
Morningside Heights Housing Corporation April 2007 - August 2011
Hines 2001 - 2007
Cushman & Wakefield 1994 - 2001
Bankers Trust Company 1990 - 1994
Shearson Lehman Hutton 1987 - 1990
Mid State Management (LeFrak) 1980 - 1987
Skills
Product Development, Product Design, Project Management, Manufacturing..., R&D, Pro Engineer, Refrigeration Engineer,..., Fire Safety Director, Fireman, Commissioning, Construction, HVAC, Contract Management, Energy, Energy Audits, Energy Management, Facilities Management, Fire Alarm, Electricians, Energy Conservation, Energy Efficiency, Renewable Energy, Data Center, Facilities Operations, Budgets, Project Planning, HVAC Controls, Plumbing, Leases, Asset Management, Commercial Real Estate, LEED, Property, Air Conditioning, Security, Contract Negotiation, UPS systems, Renovation, Property Management, Construction Management, Green Building, Building Automation, Building Management..., Real Estate Development, Corporate Real Estate, Disposition, Lease Negotiations, Feasibility Studies, Building Maintenance, Acquisitions
Education
New York University 1988 — 1990
Diploma Program in Real Estate (RPA), Real Property Administration, Summa Cum Laude
Queens College 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government, Graduated Cum Laude
Daphne R. Bethea Daphne R. Bethea's Bankers Trust Company Experience January 1994 - April 1997
Job KYC Officer at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase December 2012 - Present
Mary Kay Cosmetics April 2005 - Present
THE BANK OF NEW YORK MELLON April 1997 - December 2010
The Bank of New York Mellon April 1997 - January 2003
Banker's Trust Company January 1994 - April 1997
BANKER'S TRUST COMPANY January 1989 - January 1994
Skills
Skin Care, Cosmetics, Customer Service, Training, AML, Management, Financial Services, Direct Sales, Accounting, Social Media, Investments, Credit, Financial Analysis, Cash Management, Mutual Funds, Relationship Management, Fundraising, Small Business, Sales Management, Anti Money Laundering, Banking, Equities, Risk Management
Education
Mercy College 1999 — 2003
Bachelor of Science (BS) -, Business Administration / Banking with Specialty in Security Industries, Cum Laude
JPMorgan Chase December 2012 - Present
Mary Kay Cosmetics April 2005 - Present
THE BANK OF NEW YORK MELLON April 1997 - December 2010
The Bank of New York Mellon April 1997 - January 2003
Banker's Trust Company January 1994 - April 1997
BANKER'S TRUST COMPANY January 1989 - January 1994
Skills
Skin Care, Cosmetics, Customer Service, Training, AML, Management, Financial Services, Direct Sales, Accounting, Social Media, Investments, Credit, Financial Analysis, Cash Management, Mutual Funds, Relationship Management, Fundraising, Small Business, Sales Management, Anti Money Laundering, Banking, Equities, Risk Management
Education
Mercy College 1999 — 2003
Bachelor of Science (BS) -, Business Administration / Banking with Specialty in Security Industries, Cum Laude
Beth Jaeger, SPHR's Bankers Trust Company Experience August 1997 - January 1998
Job Vice President, Human Resources at Hubbell Realty Company
Industry Real Estate
Experience
Hubbell Realty Company May 1998 - Present
Bankers Trust Company August 1997 - January 1998
Radio City Music Hall 1992 - 1996
Skills
International HR, Employee Relations, HR Metrics, Succession Planning, Recruiting, Contract Negotiation, Strategic Planning, Union Avoidance, Compensation Structures, Workforce Planning, Benefits Design, HR Policies, Budgets, SPHR, Human Resources, HRIS, Coaching, Training, FMLA, Benefits Administration, Employee Benefits, Strategy, Team Building, Management, Deferred Compensation, Leadership, Temporary Placement, Negotiation, Performance Management, Talent Acquisition, College Recruiting, Payroll, Applicant Tracking..., Employee Engagement, Onboarding, Talent Management, New Hire Orientations, Career Development, Labor Relations, Interviews, Staffing Services, Organizational..., Hiring, HR Consulting, Organizational..., Resume Writing, Technical Recruiting, ADP Payroll
Education
New York University 1987 — 1991
Bachelor of Arts, Inter-disciplinary Studies
Hubbell Realty Company May 1998 - Present
Bankers Trust Company August 1997 - January 1998
Radio City Music Hall 1992 - 1996
Skills
International HR, Employee Relations, HR Metrics, Succession Planning, Recruiting, Contract Negotiation, Strategic Planning, Union Avoidance, Compensation Structures, Workforce Planning, Benefits Design, HR Policies, Budgets, SPHR, Human Resources, HRIS, Coaching, Training, FMLA, Benefits Administration, Employee Benefits, Strategy, Team Building, Management, Deferred Compensation, Leadership, Temporary Placement, Negotiation, Performance Management, Talent Acquisition, College Recruiting, Payroll, Applicant Tracking..., Employee Engagement, Onboarding, Talent Management, New Hire Orientations, Career Development, Labor Relations, Interviews, Staffing Services, Organizational..., Hiring, HR Consulting, Organizational..., Resume Writing, Technical Recruiting, ADP Payroll
Education
New York University 1987 — 1991
Bachelor of Arts, Inter-disciplinary Studies
Carl Terzer Carl Terzer's Bankers Trust Company Experience September 1996 - September 1998
Job Principal at CapVisor Associates, LLC
Industry Investment Management
Experience
CapVisor Associates, LLC October 2008 - Present
International Center for Captive Education (ICCIE) March 2010 - Present
Principal Global Investors October 2006 - September 2008
Brown Brothers Harriman & Co. August 1999 - October 2006
Bankers Trust Company September 1996 - September 1998
J.P. Morgan/Chase January 1995 - September 1996
US Trust September 1988 - December 1995
Bankers Trust Company February 1985 - September 1988
Skills
Asset Management, Asset Allocation, Investments, Fixed Income, Alternative Investments, Bonds, Equities, Captives, Property & Casualty..., Risk Management, Insurance, Capital Markets, Strategic Financial..., Financial Advisory, Mutual Funds, Portfolio Management, Financial Modeling, ETFs, Asset Managment, Financial Markets, Investment Advisory, Financial Risk, Financial Services, Financial Analysis, Private Equity, Securities, Hedge Funds, Institutional..., Investment Strategies, Investment Management, Emerging Markets, Wealth Management, Series 63, Retirement Planning, Series 7, Investment Banking, Enterprise Risk..., Pensions, Bloomberg, ALM, Hedging, Wealth Management..., Derivatives, Due Diligence
Education
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1980
BA, Economics & Business Administration
CapVisor Associates, LLC October 2008 - Present
International Center for Captive Education (ICCIE) March 2010 - Present
Principal Global Investors October 2006 - September 2008
Brown Brothers Harriman & Co. August 1999 - October 2006
Bankers Trust Company September 1996 - September 1998
J.P. Morgan/Chase January 1995 - September 1996
US Trust September 1988 - December 1995
Bankers Trust Company February 1985 - September 1988
Skills
Asset Management, Asset Allocation, Investments, Fixed Income, Alternative Investments, Bonds, Equities, Captives, Property & Casualty..., Risk Management, Insurance, Capital Markets, Strategic Financial..., Financial Advisory, Mutual Funds, Portfolio Management, Financial Modeling, ETFs, Asset Managment, Financial Markets, Investment Advisory, Financial Risk, Financial Services, Financial Analysis, Private Equity, Securities, Hedge Funds, Institutional..., Investment Strategies, Investment Management, Emerging Markets, Wealth Management, Series 63, Retirement Planning, Series 7, Investment Banking, Enterprise Risk..., Pensions, Bloomberg, ALM, Hedging, Wealth Management..., Derivatives, Due Diligence
Education
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1980
BA, Economics & Business Administration
Susan Panella Susan Panella's Bankers Trust Company Experience July 1980 - September 1983
Job Strategy and Marketing Consultant
Industry Management Consulting
Experience
Peer Health Exchange July 2013 - Present
Non-Profit Organizations May 2003 - Present
All Terrain (part of Rosemont Ventures) 2010 - 2011
Gang & Gang, Inc. (now Resonance Group) July 1995 - May 2003
Follett Consulting October 1990 - July 1995
GJM, Inc. October 1988 - August 1990
Bain & Company September 1985 - October 1988
Bain & Company July 1987 - July 1987
Bankers Trust Company July 1980 - September 1983
Skills
Fundraising, Marketing Strategy, Budgets, Management Consulting, Business Strategy, Program Management, New Business Development, Time Management, Customer Insight, Problem Solving, Personal Development, Goal Oriented, Board Development, Introducing New Products, Mentoring, Strategy, Leadership
Education
Stanford University Graduate School of Business 1983 — 1985
MBA, Business
Middlebury College 1976 — 1980
BA, Economics
Peer Health Exchange July 2013 - Present
Non-Profit Organizations May 2003 - Present
All Terrain (part of Rosemont Ventures) 2010 - 2011
Gang & Gang, Inc. (now Resonance Group) July 1995 - May 2003
Follett Consulting October 1990 - July 1995
GJM, Inc. October 1988 - August 1990
Bain & Company September 1985 - October 1988
Bain & Company July 1987 - July 1987
Bankers Trust Company July 1980 - September 1983
Skills
Fundraising, Marketing Strategy, Budgets, Management Consulting, Business Strategy, Program Management, New Business Development, Time Management, Customer Insight, Problem Solving, Personal Development, Goal Oriented, Board Development, Introducing New Products, Mentoring, Strategy, Leadership
Education
Stanford University Graduate School of Business 1983 — 1985
MBA, Business
Middlebury College 1976 — 1980
BA, Economics
Phil Palevo Phil Palevo's Bankers Trust Company Experience April 1985 - August 1998
Job Director at Independent IT Consultant/Contractor
Industry Information Technology and Services
Experience
Independant IT services consultant July 2015 - Present
Barclays Capital September 2008 - July 2015
Lehman Brothers August 2000 - October 2008
Deutsche Bank August 1998 - August 2000
Bankers Trust Company April 1985 - August 1998
Manufacturers Hanover Trust June 1980 - April 1985
Skills
Data Center, Vendor Management, Disaster Recovery, Management, IT Strategy, Integration, Business Continuity, Networking, Business Analysis, Risk Management, Network Engineering, Security, Market Data, Hedge Funds, Cisco Technologies, Asset Allocation, Network Security, Trading Systems, Fixed Income, System Deployment, Derivatives, Low Latency, Investment Banking, Telephony, Capital Markets, Equities, Electronic Trading
Education
Devry Technical Institute 1980 — 1982
Associates - Electrical Engineering, Electronics, Deans List
Montclair State University 1974 — 1978
BS, Mathematics, Associate Degree in Computer Science
Independant IT services consultant July 2015 - Present
Barclays Capital September 2008 - July 2015
Lehman Brothers August 2000 - October 2008
Deutsche Bank August 1998 - August 2000
Bankers Trust Company April 1985 - August 1998
Manufacturers Hanover Trust June 1980 - April 1985
Skills
Data Center, Vendor Management, Disaster Recovery, Management, IT Strategy, Integration, Business Continuity, Networking, Business Analysis, Risk Management, Network Engineering, Security, Market Data, Hedge Funds, Cisco Technologies, Asset Allocation, Network Security, Trading Systems, Fixed Income, System Deployment, Derivatives, Low Latency, Investment Banking, Telephony, Capital Markets, Equities, Electronic Trading
Education
Devry Technical Institute 1980 — 1982
Associates - Electrical Engineering, Electronics, Deans List
Montclair State University 1974 — 1978
BS, Mathematics, Associate Degree in Computer Science
Katy White Katy White's Bankers Trust Company Experience June 1997 - August 1998
Job Real Estate Salesperson at Houlihan Lawrence
Industry Real Estate
Experience
Houlihan Lawrence April 2014 - Present
JPMorgan Chase May 2013 - January 2014
Chase June 2012 - May 2013
Deutsche Bank March 2010 - August 2011
Donaldson, Lufkin & Jenrette June 1999 - February 2000
Fiduciary Trust Company September 1998 - June 1999
Bankers Trust Company June 1997 - August 1998
Bankers Trust Company May 1995 - May 1997
Skills
Portfolio Management, Equities, Asset Management, Alternative Investments, Private Equity, Investments, Fixed Income, Banking, Financial Services, Trading, Credit, Relationship Management, Investment Management, Cash Management, Private Banking, Real Estate, Advertising, Marketing, Account Management, Commercial Banking, Investor Relations, New Business Development, Marketing Strategy, Recruiting, Asset Managment, Sales
Education
New York University 1995 — 1997
Bachelor's degree, Economics
Houlihan Lawrence April 2014 - Present
JPMorgan Chase May 2013 - January 2014
Chase June 2012 - May 2013
Deutsche Bank March 2010 - August 2011
Donaldson, Lufkin & Jenrette June 1999 - February 2000
Fiduciary Trust Company September 1998 - June 1999
Bankers Trust Company June 1997 - August 1998
Bankers Trust Company May 1995 - May 1997
Skills
Portfolio Management, Equities, Asset Management, Alternative Investments, Private Equity, Investments, Fixed Income, Banking, Financial Services, Trading, Credit, Relationship Management, Investment Management, Cash Management, Private Banking, Real Estate, Advertising, Marketing, Account Management, Commercial Banking, Investor Relations, New Business Development, Marketing Strategy, Recruiting, Asset Managment, Sales
Education
New York University 1995 — 1997
Bachelor's degree, Economics
Marilyn Peguero Marilyn Peguero's Bankers Trust Company Experience January 1984 - January 1998
Job Production Support Specialist. at Bank of New York Mellon
Industry Banking
Experience
Bank Of New January 1998 - Present
Bankers Trust Company January 1984 - January 1998
Bankers Trust January 1982 - January 1984
Education
New York University
B.S. Degree, Business
Berstein & Associates, Inc
Associate Degree, Business
Bank Of New January 1998 - Present
Bankers Trust Company January 1984 - January 1998
Bankers Trust January 1982 - January 1984
Education
New York University
B.S. Degree, Business
Berstein & Associates, Inc
Associate Degree, Business
Terri Lowe Axtell, Ph.D. Terri Lowe Axtell, Ph.D.'s Bankers Trust Company Experience July 1997 - December 1998
Job Human Resources Management Consultant
Industry Human Resources
Experience
Axtell Consulting January 2012 - Present
Right Management Associates January 1999 - July 2003
Bankers Trust Company July 1997 - December 1998
The Chase Manhattan Bank May 1996 - July 1997
The Chase Manhattan Bank July 1994 - May 1996
The Chase Manhattan Bank December 1992 - July 1994
AT&T February 1991 - December 1992
Citicorp, NA November 1989 - January 1991
Avon Products, Inc May 1988 - November 1989
Skills
Organizational..., Talent Management, 360 Feedback, Assessment Center, Performance Management, Succession Planning, Employee Engagement, Executive Development, Career Development, Executive Coaching, Organizational..., Leadership Development, Culture Change, Management Development, Human Resources, Recruiting, Organizational Design, Change Management, Strategy, Career Counseling
Education
New York University
PhD, Industrial/Organizational Psychology
New York University
MA, Industrial/Organizational Psychology
The Pennsylvania State University, University
BS, Psychology
Axtell Consulting January 2012 - Present
Right Management Associates January 1999 - July 2003
Bankers Trust Company July 1997 - December 1998
The Chase Manhattan Bank May 1996 - July 1997
The Chase Manhattan Bank July 1994 - May 1996
The Chase Manhattan Bank December 1992 - July 1994
AT&T February 1991 - December 1992
Citicorp, NA November 1989 - January 1991
Avon Products, Inc May 1988 - November 1989
Skills
Organizational..., Talent Management, 360 Feedback, Assessment Center, Performance Management, Succession Planning, Employee Engagement, Executive Development, Career Development, Executive Coaching, Organizational..., Leadership Development, Culture Change, Management Development, Human Resources, Recruiting, Organizational Design, Change Management, Strategy, Career Counseling
Education
New York University
PhD, Industrial/Organizational Psychology
New York University
MA, Industrial/Organizational Psychology
The Pennsylvania State University, University
BS, Psychology
Carol Ginsburg Carol Ginsburg's Bankers Trust Company Experience 1982 - 2002
Job Managing Director BST America
Industry Information Services
Experience
Commerce Bank February 2003 - August 2006
Deutsche Bank 2000 - 2002
Deutsche Bank AG New York 1999 - 2002
Bankers Trust Company 1982 - 2002
Skills
Benchmarking, Product Analysis, Requirements Analysis, Market Data, Analysis, Reference Data
Education
Queens College 1972 — 1974
MLS, Library Science
New York University 1963 — 1964
BS, English
Skidmore College 1960 — 1963
Commerce Bank February 2003 - August 2006
Deutsche Bank 2000 - 2002
Deutsche Bank AG New York 1999 - 2002
Bankers Trust Company 1982 - 2002
Skills
Benchmarking, Product Analysis, Requirements Analysis, Market Data, Analysis, Reference Data
Education
Queens College 1972 — 1974
MLS, Library Science
New York University 1963 — 1964
BS, English
Skidmore College 1960 — 1963
William Quigley William Quigley's Bankers Trust Company Experience July 1997 - September 1998
Job Project Manager at Professional Services Group
Industry Telecommunications
Experience
Professional Services Group January 2007 - Present
Professional Services Group January 2007 - February 2010
Data Pipe January 2005 - December 2006
Vonage Digital Voice December 2002 - December 2004
Mail.com January 2000 - December 2002
Federal Reserve Bank January 1999 - January 2000
Bankers Trust Company July 1997 - September 1998
Maimonides Medical Center August 1996 - July 1997
New York Daily News January 1995 - August 1996
Manufacturers Hanover Trust Co January 1986 - January 1990
Skills
Security, Telecommunications, Networking, Network Design, Visio, Management, Routers, System Administration, Technical Support, Training, Budgets, Testing, Hardware, Change Management
Education
Middlesex Community College 1984 — 1985
Middlesex County College 1983 — 1985
Associate of Science (A.S.), Computer Science
Professional Services Group January 2007 - Present
Professional Services Group January 2007 - February 2010
Data Pipe January 2005 - December 2006
Vonage Digital Voice December 2002 - December 2004
Mail.com January 2000 - December 2002
Federal Reserve Bank January 1999 - January 2000
Bankers Trust Company July 1997 - September 1998
Maimonides Medical Center August 1996 - July 1997
New York Daily News January 1995 - August 1996
Manufacturers Hanover Trust Co January 1986 - January 1990
Skills
Security, Telecommunications, Networking, Network Design, Visio, Management, Routers, System Administration, Technical Support, Training, Budgets, Testing, Hardware, Change Management
Education
Middlesex Community College 1984 — 1985
Middlesex County College 1983 — 1985
Associate of Science (A.S.), Computer Science
Ralph Gebbia Ralph Gebbia's Bankers Trust Company Experience May 1986 - June 1990
Job Training Professional
Industry Professional Training & Coaching
Experience
HCD Human Corporate Dynamics April 2010 - Present
Delta Dental of PA July 2008 - April 2010
eMoney Advisor April 2002 - October 2007
Delaware Investments July 1996 - October 2001
Sanchez Computer Associates April 1992 - September 1995
EDS (Electronic Data Systems) August 1990 - March 1992
Bankers Trust Company May 1986 - June 1990
Merrill Lynch, Pierce, Fenner and Smith, Inc. January 1983 - April 1986
Skills
Project Management, Program Management, Training, Strategic Planning, Human Resources, Leadership, Management, Vendor Management, Consulting, Process Improvement, Team Building, Customer Service, Sales, Software Documentation, Marketing, Leadership Development, Business Analysis, Team Leadership, Performance Management
Education
Pace University 1981 — 1986
BS, Computer Information Systems
HCD Human Corporate Dynamics April 2010 - Present
Delta Dental of PA July 2008 - April 2010
eMoney Advisor April 2002 - October 2007
Delaware Investments July 1996 - October 2001
Sanchez Computer Associates April 1992 - September 1995
EDS (Electronic Data Systems) August 1990 - March 1992
Bankers Trust Company May 1986 - June 1990
Merrill Lynch, Pierce, Fenner and Smith, Inc. January 1983 - April 1986
Skills
Project Management, Program Management, Training, Strategic Planning, Human Resources, Leadership, Management, Vendor Management, Consulting, Process Improvement, Team Building, Customer Service, Sales, Software Documentation, Marketing, Leadership Development, Business Analysis, Team Leadership, Performance Management
Education
Pace University 1981 — 1986
BS, Computer Information Systems
Steven Moccio Steven Moccio's Bankers Trust Company Experience February 1989 - August 1995
Job Management Consultant, PMP
Industry Management Consulting
Experience
Fountainhead Business Solutions, L.L.C. October 1998 - Present
Rutgers Business School September 2005 - September 2010
Merrill Lynch & Co October 1997 - October 1998
Prudential Insurance Co. of America August 1995 - October 1997
Bankers Trust Company February 1989 - August 1995
Skills
PMP, Certified Project..., Project Management, Program Management, Portfolio Management, Real Estate, Securities, Business Analysis, SDLC, Consensus Building, PMO, Process Improvement, Mergers, Financial Analysis, Financial Reporting, Leading Meetings, Professional Mentoring, Risk Management, Governance, Business Process..., Mergers & Acquisitions, Strategy, Vendor Management, Business Intelligence, Integration, Management Consulting, Consulting, Project Portfolio..., Enterprise Software, Management, Leadership, MS Project, Analysis, Financial Services, Finance, Software Documentation, Training, Business Requirements, Information Technology
Education
Rutgers Business School 1990 — 1995
MBA, Business, Real Estate
Rutgers College 1983 — 1988
BA, Economics
NBTHS 1979 — 1983
Fountainhead Business Solutions, L.L.C. October 1998 - Present
Rutgers Business School September 2005 - September 2010
Merrill Lynch & Co October 1997 - October 1998
Prudential Insurance Co. of America August 1995 - October 1997
Bankers Trust Company February 1989 - August 1995
Skills
PMP, Certified Project..., Project Management, Program Management, Portfolio Management, Real Estate, Securities, Business Analysis, SDLC, Consensus Building, PMO, Process Improvement, Mergers, Financial Analysis, Financial Reporting, Leading Meetings, Professional Mentoring, Risk Management, Governance, Business Process..., Mergers & Acquisitions, Strategy, Vendor Management, Business Intelligence, Integration, Management Consulting, Consulting, Project Portfolio..., Enterprise Software, Management, Leadership, MS Project, Analysis, Financial Services, Finance, Software Documentation, Training, Business Requirements, Information Technology
Education
Rutgers Business School 1990 — 1995
MBA, Business, Real Estate
Rutgers College 1983 — 1988
BA, Economics
NBTHS 1979 — 1983
H. Bruce Gordon H. Bruce Gordon's Bankers Trust Company Experience June 1981 - May 1985
Job eDiscovery Analyst, EnCE at Teva Pharmaceuticals
Industry Pharmaceuticals
Experience
Teva Pharmaceuticals March 2011 - Present
AmerisourceBergen Corporation May 2007 - February 2011
Rohm and Haas Company May 1988 - May 2007
PSI Consulting June 1987 - May 1988
The Gillette Company May 1985 - June 1987
Bankers Trust Company June 1981 - May 1985
Skills
Litigation Support, Computer Forensics, Cross-functional Team..., Enterprise Software, Governance, Management, Software Project..., Analysis, Records Management, Leadership, Virtual Teams, Training, Consulting, Business Analysis, Software Documentation, Project Management, Process Improvement, Development of Training..., Group Presentations, Staff Mentoring
Education
Northeastern University 1976 — 1981
BS Engineering, Computer Science
Teva Pharmaceuticals March 2011 - Present
AmerisourceBergen Corporation May 2007 - February 2011
Rohm and Haas Company May 1988 - May 2007
PSI Consulting June 1987 - May 1988
The Gillette Company May 1985 - June 1987
Bankers Trust Company June 1981 - May 1985
Skills
Litigation Support, Computer Forensics, Cross-functional Team..., Enterprise Software, Governance, Management, Software Project..., Analysis, Records Management, Leadership, Virtual Teams, Training, Consulting, Business Analysis, Software Documentation, Project Management, Process Improvement, Development of Training..., Group Presentations, Staff Mentoring
Education
Northeastern University 1976 — 1981
BS Engineering, Computer Science
Michele Reilly Michele Reilly's Bankers Trust Company Experience July 1986 - July 1988
Job Loan Officer
Industry Financial Services
Experience
RPM Mortgage, Inc. January 2010 - Present
NestWorth Inc January 2009 - December 2011
Platinum Capital Partners 2004 - December 2011
MCI 1992 - 1997
Chemical Bank July 1988 - August 1990
Bankers Trust Company July 1986 - July 1988
Skills
Mortgage Lending, Loans, Loan Origination, Mortgage Banking, FHA, Investment Properties, Credit, Strategic Planning, Refinance, Real Estate, Residential Mortgages, Investments, Entrepreneurship, Asset Managment, New Business Development, FHA financing, Strategic Financial..., Portfolio Management, Contract Negotiation, Marketing Strategy
Education
University of California, Los Angeles - The Anderson School of Management 1990 — 1992
MBA, Marketing & Finance
Rutgers University-New Brunswick 1982 — 1986
MS, Economics
RPM Mortgage, Inc. January 2010 - Present
NestWorth Inc January 2009 - December 2011
Platinum Capital Partners 2004 - December 2011
MCI 1992 - 1997
Chemical Bank July 1988 - August 1990
Bankers Trust Company July 1986 - July 1988
Skills
Mortgage Lending, Loans, Loan Origination, Mortgage Banking, FHA, Investment Properties, Credit, Strategic Planning, Refinance, Real Estate, Residential Mortgages, Investments, Entrepreneurship, Asset Managment, New Business Development, FHA financing, Strategic Financial..., Portfolio Management, Contract Negotiation, Marketing Strategy
Education
University of California, Los Angeles - The Anderson School of Management 1990 — 1992
MBA, Marketing & Finance
Rutgers University-New Brunswick 1982 — 1986
MS, Economics
Jennifer Nicasio, CFP®'s Bankers Trust Company Experience 1978 - 1981
Job Feeonly investment advisor and financial planner at HTG Investment Advisors Inc.
Industry Financial Services
Experience
HTG Investment Advisors Inc. June 2005 - Present
Westbrook Financial Advisors 2000 - 2005
Northwestern Mutual 2000 - 2002
Beadworks 1992 - 2000
Bankers Trust Company 1978 - 1981
Skills
Investment Advisory, Financial Planning, Retirement Planning, Wealth Management, Portfolio Management, Asset Allocation
Education
Sacred Heart University 2007 — 2009
CFP, Certified Financial Planning
Middlebury College 1974 — 1978
BS, French, Economics
HTG Investment Advisors Inc. June 2005 - Present
Westbrook Financial Advisors 2000 - 2005
Northwestern Mutual 2000 - 2002
Beadworks 1992 - 2000
Bankers Trust Company 1978 - 1981
Skills
Investment Advisory, Financial Planning, Retirement Planning, Wealth Management, Portfolio Management, Asset Allocation
Education
Sacred Heart University 2007 — 2009
CFP, Certified Financial Planning
Middlebury College 1974 — 1978
BS, French, Economics
Charles Grebenstein Charles Grebenstein's Bankers Trust Company Experience 1977 - 1979
Job Partner, Heritage Partners, Retained Recruiters in Life Sciences
Industry Biotechnology
Experience
Heritage Partners International 2003 - Present
Skott/Edwards Consultants 1983 - 2002
Exxon Enterprises 1979 - 1982
Bankers Trust Company 1977 - 1979
University of Massachusetts 1974 - 1977
United States Marine Corps 1969 - 1972
Skills
Retained Search, C Level Management, Business/Science..., Biotech, Pharmaceuticals, Genomics, Ag Biotech, Informatics, Medical Diagnostics, Instrumentation, Medical Devices, Research and Development, Discovery, Preclinical and..., Regulatory Affairs, Business Develolment, Sales and Marketing, Pharmaceutical Industry, Clinical Development, Oncology, Mergers & Acquisitions, Start-ups, Biomarker Discovery, Genetics, Healthcare, Venture Capital, Biotechnology, Biopharmaceuticals, Drug Discovery, Immunology, Business Development, Executive Search, Molecular Biology, Hardware Diagnostics, Technology Transfer, Corporate Development, Strategy, Marketing Strategy, Life Sciences
Education
University of Massachusetts, Amherst 1974 — 1977
Ph.D., Resource Economics
University of Massachusetts, Amherst 1974 — 1976
M.S., Resource Economics
University of Massachusetts, Amherst 1972 — 1974
M.A., Public Finance
Penn State University 1966 — 1969
B.A., Economics
Conestoga Senior HIgh 1963 — 1966
Heritage Partners International 2003 - Present
Skott/Edwards Consultants 1983 - 2002
Exxon Enterprises 1979 - 1982
Bankers Trust Company 1977 - 1979
University of Massachusetts 1974 - 1977
United States Marine Corps 1969 - 1972
Skills
Retained Search, C Level Management, Business/Science..., Biotech, Pharmaceuticals, Genomics, Ag Biotech, Informatics, Medical Diagnostics, Instrumentation, Medical Devices, Research and Development, Discovery, Preclinical and..., Regulatory Affairs, Business Develolment, Sales and Marketing, Pharmaceutical Industry, Clinical Development, Oncology, Mergers & Acquisitions, Start-ups, Biomarker Discovery, Genetics, Healthcare, Venture Capital, Biotechnology, Biopharmaceuticals, Drug Discovery, Immunology, Business Development, Executive Search, Molecular Biology, Hardware Diagnostics, Technology Transfer, Corporate Development, Strategy, Marketing Strategy, Life Sciences
Education
University of Massachusetts, Amherst 1974 — 1977
Ph.D., Resource Economics
University of Massachusetts, Amherst 1974 — 1976
M.S., Resource Economics
University of Massachusetts, Amherst 1972 — 1974
M.A., Public Finance
Penn State University 1966 — 1969
B.A., Economics
Conestoga Senior HIgh 1963 — 1966
Dennis Abenanty Dennis Abenanty's Bankers Trust Company Experience 1970 - 1983
Job Managing Director at The American Musical and Dramatic Academy
Industry Financial Services
Experience
The American Musical and Dramatic Academy 2009 - Present
KareerKit 2008 - 2014
Brooklyn Ballet 2005 - 2012
JPMorgan Chase 1995 - 2008
LoBue Associates 1988 - 1995
Lehman Brothers 1985 - 1987
Chase Manhattan Bank 1983 - 1985
Bankers Trust Company 1970 - 1983
Skills
Recruiting, Employee Training, Management Consulting, Operations Management, Business Development, Financial Services, Mergers, Strategic Planning, Budgets, Entrepreneurship, Public Speaking, Change Management, Project Management, Leadership Development, Non-profits, Risk Management, Business Analysis, Analysis, Management, Coaching, Project Planning, Program Management, Team Building, Process Improvement, CRM, Banking, Start-ups, Marketing, Leadership, Training, Strategy, Mergers & Acquisitions, Business Planning, Integration, Sales, Staff Development, Organizational..., Executive Management, Finance, Business Process..., Time Management, Interviews, Software Documentation, Consulting, Executive Coaching, Policy, Accounting, Fundraising, Business Strategy, Resume Writing
Education
Saint John's University 1976 — 1978
MBA, Finance
Pace University 1970 — 1974
BBA, Finance
The American Musical and Dramatic Academy 2009 - Present
KareerKit 2008 - 2014
Brooklyn Ballet 2005 - 2012
JPMorgan Chase 1995 - 2008
LoBue Associates 1988 - 1995
Lehman Brothers 1985 - 1987
Chase Manhattan Bank 1983 - 1985
Bankers Trust Company 1970 - 1983
Skills
Recruiting, Employee Training, Management Consulting, Operations Management, Business Development, Financial Services, Mergers, Strategic Planning, Budgets, Entrepreneurship, Public Speaking, Change Management, Project Management, Leadership Development, Non-profits, Risk Management, Business Analysis, Analysis, Management, Coaching, Project Planning, Program Management, Team Building, Process Improvement, CRM, Banking, Start-ups, Marketing, Leadership, Training, Strategy, Mergers & Acquisitions, Business Planning, Integration, Sales, Staff Development, Organizational..., Executive Management, Finance, Business Process..., Time Management, Interviews, Software Documentation, Consulting, Executive Coaching, Policy, Accounting, Fundraising, Business Strategy, Resume Writing
Education
Saint John's University 1976 — 1978
MBA, Finance
Pace University 1970 — 1974
BBA, Finance
Alida Reyes, ABR, SFR, SRES, e-PRO, CNE, PHR Alida Reyes, ABR, SFR, SRES, e-PRO, CNE, PHR's Bankers Trust Company Experience 1984 - 1988
Job I'LL BE THE REASON YOUR LISTING SELLS!!
Industry Real Estate
Experience
Terrie O'Connor Realtors April 2007 - Present
Lee Hecht Harrison December 2008 - 2009
Equinox Search 2001 - 2009
Banker's Trust Company 1984 - 1988
Honeywell Information Systems 1981 - 1983
Skills
Negotiation, Selling, Sales Management, Marketing, Foreclosures, Marketing Strategy, New Business Development, Retail, Real Estate Transactions, Public Speaking, Contract Negotiation, Sales, Real Estate, Leadership, Project Planning, Customer Service, Investment Properties, Human Resources, Short Sales, Management
Education
New York University 2008 — 2009
Professional Certificate, Executive Coaching
Negotiation Expertise, LLC
Certification, Negotiations
Terrie O'Connor Realtors April 2007 - Present
Lee Hecht Harrison December 2008 - 2009
Equinox Search 2001 - 2009
Banker's Trust Company 1984 - 1988
Honeywell Information Systems 1981 - 1983
Skills
Negotiation, Selling, Sales Management, Marketing, Foreclosures, Marketing Strategy, New Business Development, Retail, Real Estate Transactions, Public Speaking, Contract Negotiation, Sales, Real Estate, Leadership, Project Planning, Customer Service, Investment Properties, Human Resources, Short Sales, Management
Education
New York University 2008 — 2009
Professional Certificate, Executive Coaching
Negotiation Expertise, LLC
Certification, Negotiations
Suneel Kamlani Suneel Kamlani's Bankers Trust Company Experience May 1984 - May 1988
Job Senior Investment Banking Executive
Industry Investment Banking
Experience
RBS Markets & International Banking March 2010 - March 2014
UBS Investment Bank January 2007 - March 2010
UBS Investment Bank May 1988 - January 2007
Bankers Trust Company May 1984 - May 1988
Skills
Fixed Income, Investment Banking, Finance, Banking, Capital Markets, Risk Management, Financial Services, Trading, Strategy, Financial Institutions, Emerging Markets, Credit, Corporate Finance, Restructuring, Credit Derivatives, Prime Brokerage
Education
Northwestern University
Bachelor of Arts (B.A.), Economics
RBS Markets & International Banking March 2010 - March 2014
UBS Investment Bank January 2007 - March 2010
UBS Investment Bank May 1988 - January 2007
Bankers Trust Company May 1984 - May 1988
Skills
Fixed Income, Investment Banking, Finance, Banking, Capital Markets, Risk Management, Financial Services, Trading, Strategy, Financial Institutions, Emerging Markets, Credit, Corporate Finance, Restructuring, Credit Derivatives, Prime Brokerage
Education
Northwestern University
Bachelor of Arts (B.A.), Economics
Alfred Spitzer, Jr Alfred Spitzer, Jr's Bankers Trust Company Experience January 1974 - January 1982
Job NH Accents Fine Crafts, LLC
Industry Furniture
Experience
NH Accents Fine Crafts, LLC September 1997 - Present
UNIVERSAL PACKAGING CORPORATION January 1991 - January 1997
SKY MEADOW CONSTRUCTION January 1986 - January 1988
MORGAN GUARANTY TRUST COMPANY January 1982 - January 1986
BANKERS TRUST COMPANY January 1974 - January 1982
Skills
Cabinetry, Woodworking, Custom Furniture, Walls, Contractors, Construction, Furniture, Wood, Custom Furniture Design, Millwork, Interiors, Residential, Finishing, Architectural Drawings, Small Business, Renovation, SketchUp, Budgets, Antiques, Furnishings, Green Building, Carpentry, Finish, Upholstery, Residential Homes, Interior Design, Sketching, Joinery, Built-ins, Fine Furniture, Cabinet, Restoration, Doors, Building Materials
Education
New York Institute of Technology 1980 — 1984
AAS, Architecture
New York City Community College 1976 — 1979
Associate's degree, Architecture
NH Accents Fine Crafts, LLC September 1997 - Present
UNIVERSAL PACKAGING CORPORATION January 1991 - January 1997
SKY MEADOW CONSTRUCTION January 1986 - January 1988
MORGAN GUARANTY TRUST COMPANY January 1982 - January 1986
BANKERS TRUST COMPANY January 1974 - January 1982
Skills
Cabinetry, Woodworking, Custom Furniture, Walls, Contractors, Construction, Furniture, Wood, Custom Furniture Design, Millwork, Interiors, Residential, Finishing, Architectural Drawings, Small Business, Renovation, SketchUp, Budgets, Antiques, Furnishings, Green Building, Carpentry, Finish, Upholstery, Residential Homes, Interior Design, Sketching, Joinery, Built-ins, Fine Furniture, Cabinet, Restoration, Doors, Building Materials
Education
New York Institute of Technology 1980 — 1984
AAS, Architecture
New York City Community College 1976 — 1979
Associate's degree, Architecture
Francis N. Teracino, CPA Francis N. Teracino, CPA's Bankers Trust Company Experience 1983 - 1987
Job Controller/Chief Compliance Officer
Industry Banking
Experience
Erste Group Bank AG September 2010 - Present
Lloyds Banking Group September 2003 - September 2010
Ernst & Young 2003 - 2003
Self-employed 1997 - 2003
Banco Bamerindus do Brasil, SA 1991 - 1997
Creditanstalt Bankverein 1987 - 1992
Bankers Trust Company 1983 - 1987
Skills
Banking, Credit, Corporate Finance, Risk Management, Financial Analysis, Operational Risk, Investments, Operational Risk..., Basel II, AML, Credit Risk, Financial Risk, Credit Analysis, Commercial Banking, Retail Banking, Loans, Structured Finance, Investment Banking, Syndications, Cash Management, Finance, Fixed Income, Capital Markets, Anti Money Laundering
Education
Pace University Graduate School 1976 — 1978
MBA, Finance
Pace University 1972 — 1976
BBA, Accounting
Erste Group Bank AG September 2010 - Present
Lloyds Banking Group September 2003 - September 2010
Ernst & Young 2003 - 2003
Self-employed 1997 - 2003
Banco Bamerindus do Brasil, SA 1991 - 1997
Creditanstalt Bankverein 1987 - 1992
Bankers Trust Company 1983 - 1987
Skills
Banking, Credit, Corporate Finance, Risk Management, Financial Analysis, Operational Risk, Investments, Operational Risk..., Basel II, AML, Credit Risk, Financial Risk, Credit Analysis, Commercial Banking, Retail Banking, Loans, Structured Finance, Investment Banking, Syndications, Cash Management, Finance, Fixed Income, Capital Markets, Anti Money Laundering
Education
Pace University Graduate School 1976 — 1978
MBA, Finance
Pace University 1972 — 1976
BBA, Accounting
Peter Suriani Peter Suriani's Bankers Trust Company Experience February 1992 - April 1996
Job FINANCIAL PLANNING AND ANALYSIS | BUSINESS UNIT CFO | MANAGEMENT REPORTING | BUDGET | FORECAST | STRATEGIC PLANNING
Industry Financial Services
Experience
New York Stock Exchange April 2005 - June 2014
American Stock Exchange February 1998 - April 2005
Guardian Life Insurance Company April 1996 - February 1998
Bankers Trust Company February 1992 - April 1996
Skills
Internal Reporting, Internal Financial..., Management Reporting, Reporting & Analysis, Financial Analysis, Quantitative Analytics, Analysis, Corporate Finance, Strategic Financial..., Strategic Planning, Financial Planning, Forecasting, Budgets, Budgeting, Operating Budgets, Capital Budgeting, Relationship Management, Strategic Partnerships, Financial Stewardship, Financial Acumen, Leadership, Financial Modeling, Finance, Accounting, Financial Services, Capital Markets, Financial Markets, Variance Analysis, Mergers & Acquisitions, Investor Relations, Change Management, Allocations, Unit Costing, Client Profitability, Product Profitability, Expense Control, Re-engineering, Business Process..., Organizational...
Education
Pace University 1987 — 1991
BBA
Bronx High School Of Science 1983 — 1987
Saint Barnabas 1975 — 1983
New York Stock Exchange April 2005 - June 2014
American Stock Exchange February 1998 - April 2005
Guardian Life Insurance Company April 1996 - February 1998
Bankers Trust Company February 1992 - April 1996
Skills
Internal Reporting, Internal Financial..., Management Reporting, Reporting & Analysis, Financial Analysis, Quantitative Analytics, Analysis, Corporate Finance, Strategic Financial..., Strategic Planning, Financial Planning, Forecasting, Budgets, Budgeting, Operating Budgets, Capital Budgeting, Relationship Management, Strategic Partnerships, Financial Stewardship, Financial Acumen, Leadership, Financial Modeling, Finance, Accounting, Financial Services, Capital Markets, Financial Markets, Variance Analysis, Mergers & Acquisitions, Investor Relations, Change Management, Allocations, Unit Costing, Client Profitability, Product Profitability, Expense Control, Re-engineering, Business Process..., Organizational...
Education
Pace University 1987 — 1991
BBA
Bronx High School Of Science 1983 — 1987
Saint Barnabas 1975 — 1983
Tracy Hysaw Tracy Hysaw's Bankers Trust Company Experience 1983 - 1998
Job Associate at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank February 2015 - Present
Deutsche Bank January 1998 - January 2014
Bankers Trust Company 1983 - 1998
Skills
DTC, Middle Office, Prime Brokerage, Collateral Management, Settlement, Back Office, Credit Derivatives, Bonds, Equities, Swaps, Securities Lending, Equity Derivatives, Fixed Income, Corporate Actions, CDS, Investment Banking, Banking, Portfolio Management, Securities, Asset Management, Financial Services, Risk Management
Education
Queens University of Charlotte 1977 — 1981
Political Science and Government
Deutsche Bank February 2015 - Present
Deutsche Bank January 1998 - January 2014
Bankers Trust Company 1983 - 1998
Skills
DTC, Middle Office, Prime Brokerage, Collateral Management, Settlement, Back Office, Credit Derivatives, Bonds, Equities, Swaps, Securities Lending, Equity Derivatives, Fixed Income, Corporate Actions, CDS, Investment Banking, Banking, Portfolio Management, Securities, Asset Management, Financial Services, Risk Management
Education
Queens University of Charlotte 1977 — 1981
Political Science and Government
James Breitenstein James Breitenstein's Bankers Trust Company Experience January 1984 - November 1989
Job CEO and Founder at RESI, LLC
Industry Real Estate
Experience
RESI, LLC January 2015 - Present
Landsmith, L.P. January 1995 - Present
Chappo & Co., Inc. January 1989 - December 1994
Bankers Trust Company January 1984 - November 1989
Skills
Fund Managers, Real Estate Investment, Real Estate, Private Equity, Investment Properties, Investments, Real Estate Development, Investment Management, Real Estate Private..., Real Estate Transactions, Investors, Corporate Social..., Finance, Portfolio Management, Residential Homes, Valuation, Marketing, Contract Negotiation, Strategic Planning, Mergers & Acquisitions, Start-ups, Management, REO
Education
New York University 1988 — 1989
Masters, Economics
University of Wisconsin-Madison - School of Business 1978 — 1982
BBA, Finance and maketing
RESI, LLC January 2015 - Present
Landsmith, L.P. January 1995 - Present
Chappo & Co., Inc. January 1989 - December 1994
Bankers Trust Company January 1984 - November 1989
Skills
Fund Managers, Real Estate Investment, Real Estate, Private Equity, Investment Properties, Investments, Real Estate Development, Investment Management, Real Estate Private..., Real Estate Transactions, Investors, Corporate Social..., Finance, Portfolio Management, Residential Homes, Valuation, Marketing, Contract Negotiation, Strategic Planning, Mergers & Acquisitions, Start-ups, Management, REO
Education
New York University 1988 — 1989
Masters, Economics
University of Wisconsin-Madison - School of Business 1978 — 1982
BBA, Finance and maketing
Carolyn Stallone Carolyn Stallone's Bankers Trust Company Experience 1987 - 1996
Job Senior Consultant / Project Manager at Daugherty Business Solutions
Industry Information Technology and Services
Experience
Daugherty Business Solutions April 2014 - Present
Pfizer (Contractor via CMS Global Group) August 2013 - March 2014
Bristol-Myers Squibb (Contractor via CMS Global Group) April 2013 - December 2013
New York City Bar Association (Contractor via C2 Strategy) June 2012 - May 2013
Ipsen Biopharmaceuticals (Contractor via CMS Global Group) December 2011 - March 2013
Pfizer (Contractor via CMS Global Group) February 2008 - December 2011
Merrill Lynch (Contractor via Dell Professional Services) September 2004 - September 2006
MMA\Plural\Dell Professional Services 1996 - 2003
Bankers Trust Company 1987 - 1996
Skills
Vendor Management, Business Analysis, Program Management, SDLC, Analysis, Process Improvement, IT Strategy, Team Building, Visio, Software Documentation, E-commerce, Quality Assurance, Business Development, Integration, Software Project..., Data Warehousing, Strategy, Project Management, Outsourcing, Business Process, Change Management, Management, Cross-functional Team..., Business Process..., Consulting
Education
New York University - Leonard N. Stern School of Business 1998 — 2003
MBA, Information Systems and Management
Montclair State University 1983 — 1987
BS, Finance
Daugherty Business Solutions April 2014 - Present
Pfizer (Contractor via CMS Global Group) August 2013 - March 2014
Bristol-Myers Squibb (Contractor via CMS Global Group) April 2013 - December 2013
New York City Bar Association (Contractor via C2 Strategy) June 2012 - May 2013
Ipsen Biopharmaceuticals (Contractor via CMS Global Group) December 2011 - March 2013
Pfizer (Contractor via CMS Global Group) February 2008 - December 2011
Merrill Lynch (Contractor via Dell Professional Services) September 2004 - September 2006
MMA\Plural\Dell Professional Services 1996 - 2003
Bankers Trust Company 1987 - 1996
Skills
Vendor Management, Business Analysis, Program Management, SDLC, Analysis, Process Improvement, IT Strategy, Team Building, Visio, Software Documentation, E-commerce, Quality Assurance, Business Development, Integration, Software Project..., Data Warehousing, Strategy, Project Management, Outsourcing, Business Process, Change Management, Management, Cross-functional Team..., Business Process..., Consulting
Education
New York University - Leonard N. Stern School of Business 1998 — 2003
MBA, Information Systems and Management
Montclair State University 1983 — 1987
BS, Finance
Jim VanBuren Jim VanBuren's Bankers Trust Company Experience May 1985 - July 1987
Job Director at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP February 2012 - Present
Grant Thornton LLP March 2011 - January 2012
LECG LLC March 2006 - February 2011
KPMG September 1991 - February 2006
Paramount Communications Inc. September 1987 - September 1990
Frank B. Hall Consulting January 1987 - October 1988
Bankers Trust Company May 1985 - July 1987
Skills
SEC filings, Accounting, ERISA, US GAAP, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Auditing, Financial Analysis, Due Diligence, GAAP, Financial Accounting, Mergers & Acquisitions
Education
Pace University - Lubin School of Business 1987 — 1990
MBA, Financial Management
SUNY Plattsburgh 1980 — 1984
BS, Marketing, Geography
Guilderland High School
Grant Thornton LLP February 2012 - Present
Grant Thornton LLP March 2011 - January 2012
LECG LLC March 2006 - February 2011
KPMG September 1991 - February 2006
Paramount Communications Inc. September 1987 - September 1990
Frank B. Hall Consulting January 1987 - October 1988
Bankers Trust Company May 1985 - July 1987
Skills
SEC filings, Accounting, ERISA, US GAAP, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Auditing, Financial Analysis, Due Diligence, GAAP, Financial Accounting, Mergers & Acquisitions
Education
Pace University - Lubin School of Business 1987 — 1990
MBA, Financial Management
SUNY Plattsburgh 1980 — 1984
BS, Marketing, Geography
Guilderland High School
Stacy Lam Stacy Lam's Bankers Trust Company Experience September 1994 - 1999
Job Independent Education Management Professional
Industry Education Management
Experience
The Bank of New York September 1999 - August 2005
Bankers Trust Company September 1994 - 1999
Skills
Microsoft Excel, Financial Reporting, Investments, Banking, Portfolio Management, Fixed Income, Bloomberg, PowerPoint, Business Process..., Credit Risk, Capital Markets, Financial Risk, VBA, Financial Markets, Derivatives, Strategic Planning, Asset Management, Asset Allocation, Financial Modeling, Business Analysis, Microsoft Office, Financial Analysis, Project Management, Nonprofits, Data Analysis, Financial Services, Risk Management, Accounting, Investment Banking, Budgets, Securities, Equities, Trading Systems, Financial Accounting
Education
New York University 1990 — 1994
Bachelor, Economics
The Bank of New York September 1999 - August 2005
Bankers Trust Company September 1994 - 1999
Skills
Microsoft Excel, Financial Reporting, Investments, Banking, Portfolio Management, Fixed Income, Bloomberg, PowerPoint, Business Process..., Credit Risk, Capital Markets, Financial Risk, VBA, Financial Markets, Derivatives, Strategic Planning, Asset Management, Asset Allocation, Financial Modeling, Business Analysis, Microsoft Office, Financial Analysis, Project Management, Nonprofits, Data Analysis, Financial Services, Risk Management, Accounting, Investment Banking, Budgets, Securities, Equities, Trading Systems, Financial Accounting
Education
New York University 1990 — 1994
Bachelor, Economics
Joseph Cravo Joseph Cravo's Bankers Trust Company Experience 1987 - 1994
Job Web Developer at Catchafire
Industry Information Technology and Services
Experience
Catchafire January 2011 - Present
TheStreet.com May 2008 - July 2010
Promotions.com 2006 - April 2008
Corsis 2005 - 2006
iVillage 1998 - 2005
CyberPalate, LLC June 1994 - August 1998
Bankers Trust Company 1987 - 1994
Peace Corps June 1982 - December 1985
Skills
Web Strategy, Strategic Planning, User Experience, Web Content Management, E-commerce, SEO, Digital Strategy, Web Development, Drupal, Software Development, Start-ups, Content Management, CMS
Education
New York University 1986 — 1987
Diploma, Computer Technology
New York University 1979 — 1981
Bachelor of Arts, Cinema Studies
Marlboro College 1975 — 1978
Physics, Astronomy
Catchafire January 2011 - Present
TheStreet.com May 2008 - July 2010
Promotions.com 2006 - April 2008
Corsis 2005 - 2006
iVillage 1998 - 2005
CyberPalate, LLC June 1994 - August 1998
Bankers Trust Company 1987 - 1994
Peace Corps June 1982 - December 1985
Skills
Web Strategy, Strategic Planning, User Experience, Web Content Management, E-commerce, SEO, Digital Strategy, Web Development, Drupal, Software Development, Start-ups, Content Management, CMS
Education
New York University 1986 — 1987
Diploma, Computer Technology
New York University 1979 — 1981
Bachelor of Arts, Cinema Studies
Marlboro College 1975 — 1978
Physics, Astronomy
Joan Ali - Scocco Joan Ali - Scocco's Bankers Trust Company Experience 1975 - 1993
Job Operations Manager, Continuing Education and Professional Studies/Adjunct Instructor, Brookdale Community College
Industry Higher Education
Experience
Brookdale Community College September 2008 - Present
Director 2001 - 2004
Bankers Trust Company 1975 - 1993
Skills
Higher Education, Adult Education, Public Speaking, Teaching, Staff Development, Instructional Design, Community Outreach, Curriculum Development, Resume Writing, Research, Editing, Leadership Development, Career Development, Microsoft Office, Social Networking, Leadership
Education
Seton Hall University 2001 — 2003
Master of Arts (M.A.), Seton Hall University - Master of Arts in Strategic Communication and Leadership (MASCL)
Pace University 1982 — 1985
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Brookdale Community College September 2008 - Present
Director 2001 - 2004
Bankers Trust Company 1975 - 1993
Skills
Higher Education, Adult Education, Public Speaking, Teaching, Staff Development, Instructional Design, Community Outreach, Curriculum Development, Resume Writing, Research, Editing, Leadership Development, Career Development, Microsoft Office, Social Networking, Leadership
Education
Seton Hall University 2001 — 2003
Master of Arts (M.A.), Seton Hall University - Master of Arts in Strategic Communication and Leadership (MASCL)
Pace University 1982 — 1985
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Fred A. DeJoseph Fred A. DeJoseph's Bankers Trust Company Experience March 1984 - February 1985
Job MSRE University of Florida
Industry Real Estate
Experience
Carlson Norris & Associates February 2011 - November 2011
Armalavage & Associates June 2006 - June 2007
Capital Appraising & Consulting May 1994 - May 2006
FDJ Realty Company Inc. March 1985 - April 1994
Bankers Trust Company March 1984 - February 1985
Skills
Research, Social Media, Investments, Real Estate Development, Commercial Real Estate, Asset Management, Brokerage, Financial Modeling, Investors, Portfolio Management, Appraisals, Disposition, Property, Loans, Real Estate Transactions, Real Estate Economics, Finance
Education
University of Florida 2012 — 2013
Master of Science (MSc), Real Estate
Roanoke College 1969 — 1973
Bachelor of Arts (B.A.), Political Science and Government
Carlson Norris & Associates February 2011 - November 2011
Armalavage & Associates June 2006 - June 2007
Capital Appraising & Consulting May 1994 - May 2006
FDJ Realty Company Inc. March 1985 - April 1994
Bankers Trust Company March 1984 - February 1985
Skills
Research, Social Media, Investments, Real Estate Development, Commercial Real Estate, Asset Management, Brokerage, Financial Modeling, Investors, Portfolio Management, Appraisals, Disposition, Property, Loans, Real Estate Transactions, Real Estate Economics, Finance
Education
University of Florida 2012 — 2013
Master of Science (MSc), Real Estate
Roanoke College 1969 — 1973
Bachelor of Arts (B.A.), Political Science and Government
Erin Giuliano, SPHR Erin Giuliano, SPHR's Bankers Trust Company Experience February 1992 - September 1992
Job Senior Human Resources Professional
Industry Human Resources
Experience
K. Hovnanian Companies - Group January 2008 - Present
K. Hovnanian Companies - Corporate Division April 2004 - 2008
K. Hovnanian Companies - Corporate Division March 2000 - April 2004
K. Hovnanian Companies - Mortgage Banking Division August 1994 - February 2000
K. Hovnanian Companies - Mortgage Banking Division September 1992 - August 1994
Bankers Trust Company February 1992 - September 1992
Skills
Leadership Development, Process Improvement, Succession Planning, Training, Talent Management, Performance Management, Employee Relations, Organizational..., Employee Benefits, Employee Engagement, Personnel Management, HRIS, Human Resources, Management, Leadership, Strategic Planning, Contract Negotiation, Project Planning
Education
Montclair State University 1987 — 1991
Bachelor of Science, Business Administration
K. Hovnanian Companies - Group January 2008 - Present
K. Hovnanian Companies - Corporate Division April 2004 - 2008
K. Hovnanian Companies - Corporate Division March 2000 - April 2004
K. Hovnanian Companies - Mortgage Banking Division August 1994 - February 2000
K. Hovnanian Companies - Mortgage Banking Division September 1992 - August 1994
Bankers Trust Company February 1992 - September 1992
Skills
Leadership Development, Process Improvement, Succession Planning, Training, Talent Management, Performance Management, Employee Relations, Organizational..., Employee Benefits, Employee Engagement, Personnel Management, HRIS, Human Resources, Management, Leadership, Strategic Planning, Contract Negotiation, Project Planning
Education
Montclair State University 1987 — 1991
Bachelor of Science, Business Administration
Irina Pirotskaya Irina Pirotskaya's Bankers Trust Company Experience September 1995 - March 1997
Job Vice President, Senior Program Manager for IB Change at Barclays Investment Bank
Industry Investment Banking
Experience
Barclays Investment Bank May 2014 - Present
J.P. Morgan May 2011 - May 2014
Morgan Stanley July 2005 - May 2011
Citigroup Smith Barney March 1997 - July 2005
Bankers Trust Company September 1995 - March 1997
Skills
Equities, Investment Banking, SDLC, Equity Derivatives, Trading Systems, Financial Services, Derivatives, Capital Markets, Project Management, Equity Trading, Management, Project Governance, Program Management, Electronic Trading, Front Office, Middle Office, Back Office, High Touch, Low Touch, Governance, Cross-functional Team..., Regulatory Projects, Syndicate Underwriting..., Leveraged Finance, Investment Bank Change, Managing Economic...
Education
Pace University 1997 — 2002
MBA, Finance
New York University, NYU 1993 — 1995
BA, Computer Science
Barclays Investment Bank May 2014 - Present
J.P. Morgan May 2011 - May 2014
Morgan Stanley July 2005 - May 2011
Citigroup Smith Barney March 1997 - July 2005
Bankers Trust Company September 1995 - March 1997
Skills
Equities, Investment Banking, SDLC, Equity Derivatives, Trading Systems, Financial Services, Derivatives, Capital Markets, Project Management, Equity Trading, Management, Project Governance, Program Management, Electronic Trading, Front Office, Middle Office, Back Office, High Touch, Low Touch, Governance, Cross-functional Team..., Regulatory Projects, Syndicate Underwriting..., Leveraged Finance, Investment Bank Change, Managing Economic...
Education
Pace University 1997 — 2002
MBA, Finance
New York University, NYU 1993 — 1995
BA, Computer Science
David Langer David Langer's Bankers Trust Company Experience April 1988 - February 1994
Job Student
Industry Higher Education
Experience
Citigroup Global Markets February 1994 - January 2008
Bankers Trust Company April 1988 - February 1994
Donaldson, Lufkin & Jenrette May 1986 - April 1988
CAE June 1982 - August 1984
Skills
Trading, Fixed Income, Hedge Funds, Derivatives, Bloomberg, Securities, Investment Banking, Financial Modeling, Risk Management, Portfolio Management, Capital Markets
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2015
MS, Atmospheric Science
Yale University - Yale School of Management 1984 — 1986
MPPM, Finance
University of Waterloo 1977 — 1982
BASc, Mechanical Engineering
Citigroup Global Markets February 1994 - January 2008
Bankers Trust Company April 1988 - February 1994
Donaldson, Lufkin & Jenrette May 1986 - April 1988
CAE June 1982 - August 1984
Skills
Trading, Fixed Income, Hedge Funds, Derivatives, Bloomberg, Securities, Investment Banking, Financial Modeling, Risk Management, Portfolio Management, Capital Markets
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2015
MS, Atmospheric Science
Yale University - Yale School of Management 1984 — 1986
MPPM, Finance
University of Waterloo 1977 — 1982
BASc, Mechanical Engineering
Susan Sehrt Susan Sehrt's Bankers Trust Company Experience 1997 - 2000
Job Account Manager/Analyst at The Lutheran Church Missouri Synod
Industry Nonprofit Organization Management
Experience
The Lutheran Church - Missouri Synod October 2000 - Present
Bankers Trust Company 1997 - 2000
Boatmen's Trust Company 1987 - 1997
Skills
Auditing, Accounting, Finance, Financial Services, Investments, Leadership Development, Nonprofits, Policy, Securities, Strategic Planning, Training, Leadership, Budgets, Employee Benefits, Event Planning, Volunteer Management, Fundraising, Community Outreach
Education
Webster University 1995 — 2000
Bachelor of Arts (B.A.), Business Administration and Management, General
Richland Community College 1980 — 1982
Associate of Science (AS), Business Administration and Management, General
The Lutheran Church - Missouri Synod October 2000 - Present
Bankers Trust Company 1997 - 2000
Boatmen's Trust Company 1987 - 1997
Skills
Auditing, Accounting, Finance, Financial Services, Investments, Leadership Development, Nonprofits, Policy, Securities, Strategic Planning, Training, Leadership, Budgets, Employee Benefits, Event Planning, Volunteer Management, Fundraising, Community Outreach
Education
Webster University 1995 — 2000
Bachelor of Arts (B.A.), Business Administration and Management, General
Richland Community College 1980 — 1982
Associate of Science (AS), Business Administration and Management, General
Dr. Kenneth E. Lehrer Dr. Kenneth E. Lehrer's Bankers Trust Company Experience 1970 - 1973
Job Senior Consulting Economist and Litigation Support Executive
Industry Financial Services
Experience
University of Phoenix - Houston Campus 2004 - Present
Lehrer Financial & Economic Advisory Services 1982 - Present
University of Houston, Graduate School of Business Administration 1984 - 2002
The Coventry Development Corporation 1973 - 1977
Bankers Trust Company 1970 - 1973
Skills
Economics, Banking, Securities, Business Valuation, Fairness Opinions, IP, Capital Markets, Financial Institutions, Macroeconomics, Valuation, Commercial Banking, Corporate Law, Finance, Business Planning, Litigation Support, Alternative Investments, Management Consulting, Mergers & Acquisitions, Corporate Finance, Analysis, Financial Structuring, Financial Analysis, Litigation, Private Equity, Managerial Finance, Loans, Strategic Financial..., Strategy, Restructuring, Project Finance, Real Estate, Financial Modeling, Intellectual Property, Credit, Tax, Due Diligence, Investment Banking, Asset Management, Consulting, Equities, Executive Management, IPO, Investments, Expert Witness, Portfolio Management, Venture Capital, Risk Management, Management, Entrepreneurship, Corporate Governance
Education
New York University 1972 — 1980
Doctorate, Economics / Urban Economics / Real Estate
New York University 1963 — 1972
Economics
New York University 1967 — 1969
MBA, Banking and Finance
New York University - Leonard N. Stern School of Business 1963 — 1967
Bachelor of Science, Corporate Finance
University of Phoenix
University of Phoenix - Houston Campus 2004 - Present
Lehrer Financial & Economic Advisory Services 1982 - Present
University of Houston, Graduate School of Business Administration 1984 - 2002
The Coventry Development Corporation 1973 - 1977
Bankers Trust Company 1970 - 1973
Skills
Economics, Banking, Securities, Business Valuation, Fairness Opinions, IP, Capital Markets, Financial Institutions, Macroeconomics, Valuation, Commercial Banking, Corporate Law, Finance, Business Planning, Litigation Support, Alternative Investments, Management Consulting, Mergers & Acquisitions, Corporate Finance, Analysis, Financial Structuring, Financial Analysis, Litigation, Private Equity, Managerial Finance, Loans, Strategic Financial..., Strategy, Restructuring, Project Finance, Real Estate, Financial Modeling, Intellectual Property, Credit, Tax, Due Diligence, Investment Banking, Asset Management, Consulting, Equities, Executive Management, IPO, Investments, Expert Witness, Portfolio Management, Venture Capital, Risk Management, Management, Entrepreneurship, Corporate Governance
Education
New York University 1972 — 1980
Doctorate, Economics / Urban Economics / Real Estate
New York University 1963 — 1972
Economics
New York University 1967 — 1969
MBA, Banking and Finance
New York University - Leonard N. Stern School of Business 1963 — 1967
Bachelor of Science, Corporate Finance
University of Phoenix
Camilla King Lewis's Bankers Trust Company Experience 1986 - 1992
Job Assistant Dean of the School of Business and Management at Thomas Edison State College
Industry Education Management
Experience
Thomas Edison State College January 2010 - Present
Merrill Lynch 1992 - 2008
Bankers Trust Company 1986 - 1992
Amtrak 1977 - 1986
Skills
Curriculum Development, Business Relationship..., Team Building, Client Relationship..., Mentoring, CRM, Management, Program Management, Training, Leadership, Recruiting, Career Counseling, Project Management, Human Resources, Personnel Management, Budgets, Sourcing, Research, Business Strategy, Leadership Development, Performance Management, Strategic Planning, Talent Management, Organizational...
Education
Thomas Edison State College 2011 — 2013
Master of Science in Human Resource Management
Queens College
BA, Education
St John's University Queens
Thomas Edison State College January 2010 - Present
Merrill Lynch 1992 - 2008
Bankers Trust Company 1986 - 1992
Amtrak 1977 - 1986
Skills
Curriculum Development, Business Relationship..., Team Building, Client Relationship..., Mentoring, CRM, Management, Program Management, Training, Leadership, Recruiting, Career Counseling, Project Management, Human Resources, Personnel Management, Budgets, Sourcing, Research, Business Strategy, Leadership Development, Performance Management, Strategic Planning, Talent Management, Organizational...
Education
Thomas Edison State College 2011 — 2013
Master of Science in Human Resource Management
Queens College
BA, Education
St John's University Queens
Nicole Blomfield's Bankers Trust Company Experience 1989 - 1995
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi July 2011 - Present
Summit Educational Foundation 2006 - 2011
Z/Yen Limited 2004 - 2007
Chemical Bank/ Chase Manhattan Bank 1995 - 2000
Bankers Trust Company 1989 - 1995
Citibank 1985 - 1989
Skills
Business Strategy, Leadership, Employee Engagement, Operations Management, Fundraising, Change Management, Financial Services, Corporate Social..., Management, Governance, Strategy, Program Management, Banking, New Business Development, Strategic Planning, Capital Markets, Investments, Community Outreach, Hedge Funds
Education
New York University, Stern School of Business
MBA, Finance
New York University
BA, Urban Studies
Morristown High School
Citi July 2011 - Present
Summit Educational Foundation 2006 - 2011
Z/Yen Limited 2004 - 2007
Chemical Bank/ Chase Manhattan Bank 1995 - 2000
Bankers Trust Company 1989 - 1995
Citibank 1985 - 1989
Skills
Business Strategy, Leadership, Employee Engagement, Operations Management, Fundraising, Change Management, Financial Services, Corporate Social..., Management, Governance, Strategy, Program Management, Banking, New Business Development, Strategic Planning, Capital Markets, Investments, Community Outreach, Hedge Funds
Education
New York University, Stern School of Business
MBA, Finance
New York University
BA, Urban Studies
Morristown High School
Hillary Blank's Bankers Trust Company Experience January 1993 - January 1994
Job Financial Professional at Manalapan, NJ
Industry Hospital & Health Care
Experience
University Radiology Group December 2011 - March 2015
SANDOZ INC January 2008 - August 2010
ROBERT HALF INTERNATIONAL April 2006 - December 2008
Signature Bank January 2004 - May 2005
DOWJONES & COMPANY January 2003 - March 2003
UBS January 1998 - March 2003
ABC INC January 1996 - January 1998
NATIONAR January 1995 - January 1996
NatWest Markets January 1994 - January 1995
BANKERS TRUST COMPANY January 1993 - January 1994
Skills
Financial Analysis, SAP, Financial Reporting, General Ledger, Financial Statements, Budgets, Financial Accounting, Account Reconciliation, Accounting, US GAAP
Education
Rutgers University – Camden
Certificate
University of Rhode Island
School of Business, BS
University Radiology Group December 2011 - March 2015
SANDOZ INC January 2008 - August 2010
ROBERT HALF INTERNATIONAL April 2006 - December 2008
Signature Bank January 2004 - May 2005
DOWJONES & COMPANY January 2003 - March 2003
UBS January 1998 - March 2003
ABC INC January 1996 - January 1998
NATIONAR January 1995 - January 1996
NatWest Markets January 1994 - January 1995
BANKERS TRUST COMPANY January 1993 - January 1994
Skills
Financial Analysis, SAP, Financial Reporting, General Ledger, Financial Statements, Budgets, Financial Accounting, Account Reconciliation, Accounting, US GAAP
Education
Rutgers University – Camden
Certificate
University of Rhode Island
School of Business, BS
LJ Jhangiani's Bankers Trust Company Experience November 1991 - February 1993
Job
Industry Investment Management
Experience
BMO Harris Bank May 2013 - Present
Allstate Investments LLC June 2005 - May 2013
Cheiron Trading LLC, Chicago July 2004 - June 2005
Jemmco Capital LLC August 2003 - February 2004
State Street Bank April 1995 - August 2003
The Northern Trust Company March 1993 - March 1995
Bankers Trust Company November 1991 - February 1993
Skills
Asset Management, Securities, Strategy, Mergers & Acquisitions, Loans, Equities, Bloomberg, Prime Brokerage, Financial Markets, Funding, Portfolio Management, Trading, Financial Risk, Hedge Funds, Financial Analysis, Trading Strategies, Cash Management, Management, Finance, Securities Lending, Bonds, Capital Markets, Fixed Income, Mutual Funds, Investments, Derivatives, Financial Services, Risk Management, Trading Systems
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Management
Northern Illinois University
Bachelors of Science, Marketing
BMO Harris Bank May 2013 - Present
Allstate Investments LLC June 2005 - May 2013
Cheiron Trading LLC, Chicago July 2004 - June 2005
Jemmco Capital LLC August 2003 - February 2004
State Street Bank April 1995 - August 2003
The Northern Trust Company March 1993 - March 1995
Bankers Trust Company November 1991 - February 1993
Skills
Asset Management, Securities, Strategy, Mergers & Acquisitions, Loans, Equities, Bloomberg, Prime Brokerage, Financial Markets, Funding, Portfolio Management, Trading, Financial Risk, Hedge Funds, Financial Analysis, Trading Strategies, Cash Management, Management, Finance, Securities Lending, Bonds, Capital Markets, Fixed Income, Mutual Funds, Investments, Derivatives, Financial Services, Risk Management, Trading Systems
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Management
Northern Illinois University
Bachelors of Science, Marketing
Joel P. Feldmann's Bankers Trust Company Experience 1986 - 1989
Job Capital Markets Professional
Industry Investment Banking
Experience
Wells Fargo Securities August 2011 - Present
Bank of America Merrill Lynch January 2009 - April 2010
Bank of America 2006 - 2009
Jefferies & Company, Inc. 2005 - 2006
Headwaters MB 2003 - 2005
Morgan Stanley 2000 - 2002
Morgan Stanley 1994 - 2000
Citigroup 1989 - 1994
Bankers Trust Company 1986 - 1989
Price Waterhouse 1980 - 1984
Skills
Investment Banking, Finance, Investments, Equities, Portfolio Management, Mergers & Acquisitions, Capital Raising, Mergers, LBO, Derivatives, Risk Management, Strategy, Capital Markets, Hedge Funds, IPO
Education
The University of Chicago Booth School of Business 1984 — 1986
Master of Business Administration, Finance and Accounting
Miami University 1976 — 1980
Bachelor of Science, Finance and Accounting
Valley Forge High School 1973 — 1976
Diploma
Wells Fargo Securities August 2011 - Present
Bank of America Merrill Lynch January 2009 - April 2010
Bank of America 2006 - 2009
Jefferies & Company, Inc. 2005 - 2006
Headwaters MB 2003 - 2005
Morgan Stanley 2000 - 2002
Morgan Stanley 1994 - 2000
Citigroup 1989 - 1994
Bankers Trust Company 1986 - 1989
Price Waterhouse 1980 - 1984
Skills
Investment Banking, Finance, Investments, Equities, Portfolio Management, Mergers & Acquisitions, Capital Raising, Mergers, LBO, Derivatives, Risk Management, Strategy, Capital Markets, Hedge Funds, IPO
Education
The University of Chicago Booth School of Business 1984 — 1986
Master of Business Administration, Finance and Accounting
Miami University 1976 — 1980
Bachelor of Science, Finance and Accounting
Valley Forge High School 1973 — 1976
Diploma
Jason Manowitz's Bankers Trust Company Experience March 1991 - July 1997
Job Client Solutions and Implementation Senior Leadership at UnitedHealth Group
Industry Information Services
Experience
UnitedHealth Group June 2015 - Present
NearBlue January 2005 - July 2015
Celgene March 2014 - May 2015
Thomson Reuters October 2005 - October 2013
ADP Time and Labor 2003 - 2004
Marex.com February 2000 - December 2003
KPMG Peat Marwick April 1997 - December 1999
Bankers Trust Company March 1991 - July 1997
Skills
Business Analysis, Strategy, Business Development, SDLC, Vendor Management, IT Strategy, Process Improvement, PMO, Business Process..., Fixed Income, Management, Equities, Requirements Analysis, Software Project..., Trading Systems, Outsourcing, Salesforce.com, Risk Management, Business Intelligence, Strategic Planning, Cross-functional Team..., Program Management, Derivatives, Financial Services, Maritime Operations, Marine Engineering, Marine Industry, Marine Safety, Maritime Safety, USCG Captain, Telemetry, Asset Management, Asset Protection, Healthcare, Hospital Information..., Labor Control, Labor Management, Procurement, Order to Cash, Source to Pay, GRC
Education
Seton Hall University 1990 — 1991
MBA, Finance
Rider University 1987 — 1990
BS/BS, Finance/Accounting
Rutgers, The State University of New Jersey-Newark 1985 — 1987
BS, Chemistry
UnitedHealth Group June 2015 - Present
NearBlue January 2005 - July 2015
Celgene March 2014 - May 2015
Thomson Reuters October 2005 - October 2013
ADP Time and Labor 2003 - 2004
Marex.com February 2000 - December 2003
KPMG Peat Marwick April 1997 - December 1999
Bankers Trust Company March 1991 - July 1997
Skills
Business Analysis, Strategy, Business Development, SDLC, Vendor Management, IT Strategy, Process Improvement, PMO, Business Process..., Fixed Income, Management, Equities, Requirements Analysis, Software Project..., Trading Systems, Outsourcing, Salesforce.com, Risk Management, Business Intelligence, Strategic Planning, Cross-functional Team..., Program Management, Derivatives, Financial Services, Maritime Operations, Marine Engineering, Marine Industry, Marine Safety, Maritime Safety, USCG Captain, Telemetry, Asset Management, Asset Protection, Healthcare, Hospital Information..., Labor Control, Labor Management, Procurement, Order to Cash, Source to Pay, GRC
Education
Seton Hall University 1990 — 1991
MBA, Finance
Rider University 1987 — 1990
BS/BS, Finance/Accounting
Rutgers, The State University of New Jersey-Newark 1985 — 1987
BS, Chemistry
Mary Khan's Bankers Trust Company Experience 1992 - 1998
Job Location Coordinator, Receptionist, Mentor, 24/7 Chat Coach at Weight Watchers
Industry Information Technology and Services
Experience
Weight Watchers February 2011 - Present
MetLife January 1998 - October 2007
Bankers Trust Company 1992 - 1998
Education
City University of New York-Queens College
Bachelor of Science (BS), Mathematics and Computer Science
Weight Watchers February 2011 - Present
MetLife January 1998 - October 2007
Bankers Trust Company 1992 - 1998
Education
City University of New York-Queens College
Bachelor of Science (BS), Mathematics and Computer Science
Linda Wolosz, CAMS's Bankers Trust Company Experience June 1975 - February 1988
Job
Industry Financial Services
Experience
Standard Chartered Bank April 2012 - Present
Espirito Santo Investment Bank June 2008 - April 2012
LJW Consulting Services November 2007 - December 2010
Qumas October 2006 - December 2007
Prime Associates, Inc. July 2005 - July 2006
WestLB AG July 1992 - July 2005
Credit Agricole February 1988 - July 1992
Bankers Trust Company June 1975 - February 1988
Skills
Risk Management, Financial Risk, Banking, AML, Program Management, Auditing, Internal Controls, Derivatives, Internal Audit, Analysis, Financial Services, Project Management, Securities, Risk Assessment, Management, Anti Money Laundering, Capital Markets, Credit, Equities, Finance, Investments, Operational Risk, Operational Risk...
Education
Rutgers University-New Brunswick 1972 — 1975
BA
Standard Chartered Bank April 2012 - Present
Espirito Santo Investment Bank June 2008 - April 2012
LJW Consulting Services November 2007 - December 2010
Qumas October 2006 - December 2007
Prime Associates, Inc. July 2005 - July 2006
WestLB AG July 1992 - July 2005
Credit Agricole February 1988 - July 1992
Bankers Trust Company June 1975 - February 1988
Skills
Risk Management, Financial Risk, Banking, AML, Program Management, Auditing, Internal Controls, Derivatives, Internal Audit, Analysis, Financial Services, Project Management, Securities, Risk Assessment, Management, Anti Money Laundering, Capital Markets, Credit, Equities, Finance, Investments, Operational Risk, Operational Risk...
Education
Rutgers University-New Brunswick 1972 — 1975
BA
Wayne Lewis-Hutchinson's Bankers Trust Company Experience 1987 - 1990
Job Executive Director at JPMorgan Chase Bank
Industry Financial Services
Experience
JPMorgan Chase Bank June 2002 - Present
Spectrem Group 1991 - 2002
Bankers Trust Company 1987 - 1990
Chase Manhattan Bank 1983 - 1987
Skills
Banking, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking, Investments, Portfolio Management, Risk Management
Education
Princeton University 1979 — 1983
Bachelor of Science (BS)
Northwood School 1975 — 1979
Saint Thomas Choir School 1972 — 1975
JPMorgan Chase Bank June 2002 - Present
Spectrem Group 1991 - 2002
Bankers Trust Company 1987 - 1990
Chase Manhattan Bank 1983 - 1987
Skills
Banking, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking, Investments, Portfolio Management, Risk Management
Education
Princeton University 1979 — 1983
Bachelor of Science (BS)
Northwood School 1975 — 1979
Saint Thomas Choir School 1972 — 1975
Vince Vecchia's Bankers Trust Company Experience January 1981 - January 1987
Job Sr IT Systems Analyst
Industry Information Technology and Services
Experience
Tenet Healthcare August 2014 - Present
Itelagen December 2006 - July 2014
eGolfScore 2005 - 2007
Citicorp March 1987 - February 2002
Citigroup Global Investments 1995 - 2002
Citicorp 1991 - 1999
CONSUMER SERVICES GROUP January 1987 - January 1992
Citibank 1987 - 1991
Corporate Trust & Accounting Group January 1985 - January 1987
BANKERS TRUST COMPANY January 1981 - January 1987
Skills
Microsoft Office, Healthcare IT, Start-ups, Healthcare Information..., Strategic Planning, Vendor Management, Process Improvement, Project Management, IT Strategy, Product Management, Business Analysis, Disaster Recovery, Business Development, Team Building, Software Documentation, Business Strategy, Team Leadership, Program Management, Leadership, Security, Troubleshooting, Cloud Computing, EMR, SaaS, Strategic Partnerships, Technical Support, Access, Servers
Education
Rutgers University-New Brunswick 2002 — 2004
BA, Political Science
Rutgers University-New Brunswick 1975 — 2004
BA, Political Science, Psychology
Northwestern University - Kellogg School of Management 1998 — 1998
Certificate, Private Equity Valuation
Tenet Healthcare August 2014 - Present
Itelagen December 2006 - July 2014
eGolfScore 2005 - 2007
Citicorp March 1987 - February 2002
Citigroup Global Investments 1995 - 2002
Citicorp 1991 - 1999
CONSUMER SERVICES GROUP January 1987 - January 1992
Citibank 1987 - 1991
Corporate Trust & Accounting Group January 1985 - January 1987
BANKERS TRUST COMPANY January 1981 - January 1987
Skills
Microsoft Office, Healthcare IT, Start-ups, Healthcare Information..., Strategic Planning, Vendor Management, Process Improvement, Project Management, IT Strategy, Product Management, Business Analysis, Disaster Recovery, Business Development, Team Building, Software Documentation, Business Strategy, Team Leadership, Program Management, Leadership, Security, Troubleshooting, Cloud Computing, EMR, SaaS, Strategic Partnerships, Technical Support, Access, Servers
Education
Rutgers University-New Brunswick 2002 — 2004
BA, Political Science
Rutgers University-New Brunswick 1975 — 2004
BA, Political Science, Psychology
Northwestern University - Kellogg School of Management 1998 — 1998
Certificate, Private Equity Valuation
Lisa Skarzynski's Bankers Trust Company Experience May 1987 - January 1998
Job Six Sigma Project Manager
Industry Financial Services
Experience
UBS Wealth Management October 2007 - Present
MetLife Insurance Company January 1998 - May 2007
Bankers Trust Company May 1987 - January 1998
Education
Middlesex County College
Associate's degree, Retail Management and Merchandising, Minor Accounting, 3.875
UBS Wealth Management October 2007 - Present
MetLife Insurance Company January 1998 - May 2007
Bankers Trust Company May 1987 - January 1998
Education
Middlesex County College
Associate's degree, Retail Management and Merchandising, Minor Accounting, 3.875
Phil Hartford's Bankers Trust Company Experience 1997 - 1998
Job Project Manager / PMO at Barclays Capital
Industry Financial Services
Experience
Barclays Capital May 2010 - Present
Calyon November 2009 - April 2010
MJF Telecommunications February 2009 - October 2009
Citibank February 2008 - December 2008
Merrill Lynch March 2007 - February 2008
Morgan Stanley March 2006 - March 2007
JPMorgan Chase 1998 - 2006
Bankers Trust Company 1997 - 1998
Education
Pace University
St. Johns Graduate Scool of Business
Barclays Capital May 2010 - Present
Calyon November 2009 - April 2010
MJF Telecommunications February 2009 - October 2009
Citibank February 2008 - December 2008
Merrill Lynch March 2007 - February 2008
Morgan Stanley March 2006 - March 2007
JPMorgan Chase 1998 - 2006
Bankers Trust Company 1997 - 1998
Education
Pace University
St. Johns Graduate Scool of Business
Beatrice Kelly's Bankers Trust Company Experience 1993 - 1995
Job Senior Human Resources Manager at The Home Depot
Industry Human Resources
Experience
The Home Depot March 2011 - Present
THD At Home Services (a wholly owned subsidiary of The Home Depot) January 2007 - March 2011
The Home Depot June 2001 - December 2006
Jameson Hospitality 1997 - 1999
Norrell 1996 - 1997
Bankers Trust Company 1993 - 1995
Skills
Employment Practices..., Crisis Management, EAP, Performance Management, Administration, Employee Relations, System Administration, Personnel Management, Recruiting, Management, Succession Planning, Human Resources, Benefits Administration, Workforce Planning, Onboarding, Organizational Design, HRIS, Leadership, Change Management, Labor Relations, Policy, Program Management, Employee Training, Strategic Planning, Union Avoidance, Employee Benefits, Organizational..., Deferred Compensation, Applicant Tracking..., College Recruiting, New Hire Orientations, Job Descriptions, Employee Engagement, Analysis, Leadership Development, Hiring, Talent Acquisition, HR Policies, Interviews, Conflict Resolution, Career Development, Training, Employment Law, FMLA, Organizational..., Talent Management, HR Consulting
Education
New York University
M.S.W., Clinical Social Work
Rutgers University-New Brunswick
B.A., Journalism
The Home Depot March 2011 - Present
THD At Home Services (a wholly owned subsidiary of The Home Depot) January 2007 - March 2011
The Home Depot June 2001 - December 2006
Jameson Hospitality 1997 - 1999
Norrell 1996 - 1997
Bankers Trust Company 1993 - 1995
Skills
Employment Practices..., Crisis Management, EAP, Performance Management, Administration, Employee Relations, System Administration, Personnel Management, Recruiting, Management, Succession Planning, Human Resources, Benefits Administration, Workforce Planning, Onboarding, Organizational Design, HRIS, Leadership, Change Management, Labor Relations, Policy, Program Management, Employee Training, Strategic Planning, Union Avoidance, Employee Benefits, Organizational..., Deferred Compensation, Applicant Tracking..., College Recruiting, New Hire Orientations, Job Descriptions, Employee Engagement, Analysis, Leadership Development, Hiring, Talent Acquisition, HR Policies, Interviews, Conflict Resolution, Career Development, Training, Employment Law, FMLA, Organizational..., Talent Management, HR Consulting
Education
New York University
M.S.W., Clinical Social Work
Rutgers University-New Brunswick
B.A., Journalism
Melvin A. Yellin's Bankers Trust Company Experience 1980 - 1998
Job Managing Director, High Street capital Partners,LLC
Industry Capital Markets
Experience
High Street Capital Partners, LLC January 2014 - Present
Tandem Global Partners January 2008 - January 2014
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates January 2000 - 2007
Bankers Trust Company 1980 - 1998
Skills
Corporate Law, Securities Regulation, Private Equity, Bankruptcy, Corporate Governance, Mergers
Education
New York University 1970 — 1974
ba, history
High Street Capital Partners, LLC January 2014 - Present
Tandem Global Partners January 2008 - January 2014
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates January 2000 - 2007
Bankers Trust Company 1980 - 1998
Skills
Corporate Law, Securities Regulation, Private Equity, Bankruptcy, Corporate Governance, Mergers
Education
New York University 1970 — 1974
ba, history
Eddie Iuteri's Bankers Trust Company Experience 1996 - 1999
Job Senior VP and Assistant General Counsel at RBS Greenwich Capital
Industry Banking
Experience
RBS Greenwich Capital Assistant General CounselGeneral Re2000 - 2003
Bankers Trust Company 1996 - 1999
Education
New York University School of Law 1986 — 1989
RBS Greenwich Capital Assistant General CounselGeneral Re2000 - 2003
Bankers Trust Company 1996 - 1999
Education
New York University School of Law 1986 — 1989
Beverly Bassoff's Bankers Trust Company Experience 1989 - 1994
Job Marketing & Communications Leader Developing and Delivering HighPerforming Integrated Programs
Industry Marketing and Advertising
Experience
CreativeWorx 2013 - Present
Strategic Marketing Strategic Communications Program Development Content Marketing 2013 - Present
SAP Global Marketing 2005 - 2012
PricewaterhouseCoopers 2001 - 2004
PwC 1999 - 2001
PwC 1998 - 1999
PwC 1996 - 1998
PwC 1995 - 1996
Bankers Trust Company 1989 - 1994
Skills
Go-to-market Strategy, Thought Leadership, Demand Generation, Product Marketing, Lead Generation, B2B Marketing, Multi-channel Marketing, Marketing Strategy, Enterprise Software, Integrated Marketing, CRM, Marketing Communications, Analytics, Strategic Partnerships, Strategy, Online Marketing, Cross-functional Team..., Marketing, Direct Marketing, Program Management, Business Development, Product Launch, Corporate Communications, Business Intelligence, Digital Marketing, Strategic Communications, Leadership
Education
Rutgers Business School
Mini-MBA™, Digital Marketing
SUNY Levin Institute
Fellow, Entrepreneurial Studies
New York University
Bachelor of Arts (B.A.), History and Journalism
New York University, Stern School of Business
Master of Business Administration (M.B.A.), Executive Program
CreativeWorx 2013 - Present
Strategic Marketing Strategic Communications Program Development Content Marketing 2013 - Present
SAP Global Marketing 2005 - 2012
PricewaterhouseCoopers 2001 - 2004
PwC 1999 - 2001
PwC 1998 - 1999
PwC 1996 - 1998
PwC 1995 - 1996
Bankers Trust Company 1989 - 1994
Skills
Go-to-market Strategy, Thought Leadership, Demand Generation, Product Marketing, Lead Generation, B2B Marketing, Multi-channel Marketing, Marketing Strategy, Enterprise Software, Integrated Marketing, CRM, Marketing Communications, Analytics, Strategic Partnerships, Strategy, Online Marketing, Cross-functional Team..., Marketing, Direct Marketing, Program Management, Business Development, Product Launch, Corporate Communications, Business Intelligence, Digital Marketing, Strategic Communications, Leadership
Education
Rutgers Business School
Mini-MBA™, Digital Marketing
SUNY Levin Institute
Fellow, Entrepreneurial Studies
New York University
Bachelor of Arts (B.A.), History and Journalism
New York University, Stern School of Business
Master of Business Administration (M.B.A.), Executive Program
Doug Schaff's Bankers Trust Company Experience 1978 - 1983
Job Owner, FXStrategy, Inc
Industry Financial Services
Experience
FX-Strategy, Inc May 1987 - Present
Refco International 1985 - 1987
Merrill Lynch Bank 1981 - 1984
Bankers Trust Company 1978 - 1983
Skills
Trading, FX trading, Currency, FX Options, Technical Analysis, Expert Witness
Education
The University of Chicago - Booth School of Business 1975 — 1977
MBA, Finance
Northwestern University 1973 — 1975
Bachelor's degree, Economics
Princeton University 1970 — 1972
Psychology
New Trier High School 1967 — 1970
FX-Strategy, Inc May 1987 - Present
Refco International 1985 - 1987
Merrill Lynch Bank 1981 - 1984
Bankers Trust Company 1978 - 1983
Skills
Trading, FX trading, Currency, FX Options, Technical Analysis, Expert Witness
Education
The University of Chicago - Booth School of Business 1975 — 1977
MBA, Finance
Northwestern University 1973 — 1975
Bachelor's degree, Economics
Princeton University 1970 — 1972
Psychology
New Trier High School 1967 — 1970
Brian McBride's Bankers Trust Company Experience August 1987 - April 1998
Job Leveraged Finance Professional
Industry Investment Banking
Experience
Commerzbank September 2010 - July 2013
Dresdner Kleinwort Investment Bank/Commerzbank February 2005 - September 2010
UBS Warburg March 2001 - June 2004
J.P. Morgan & Company March 2000 - March 2001
Bankers Trust Company/Deutsche Bank April 1998 - March 2000
Bankers Trust Company August 1987 - April 1998
Skills
Capital Markets, Corporate Finance, Credit Analysis, Due Diligence, Financial Structuring, Fixed Income, High Yield, Investment Banking, Leveraged Finance, Loans, Syndications, Valuations
Education
University of Pennsylvania - The Wharton School 1985 — 1987
Master of Business Administration (M.B.A.)
Middlebury College 1979 — 1983
Bachelor of Arts (B.A.), Political Science
The Kew-Forest School 1967 — 1979
Commerzbank September 2010 - July 2013
Dresdner Kleinwort Investment Bank/Commerzbank February 2005 - September 2010
UBS Warburg March 2001 - June 2004
J.P. Morgan & Company March 2000 - March 2001
Bankers Trust Company/Deutsche Bank April 1998 - March 2000
Bankers Trust Company August 1987 - April 1998
Skills
Capital Markets, Corporate Finance, Credit Analysis, Due Diligence, Financial Structuring, Fixed Income, High Yield, Investment Banking, Leveraged Finance, Loans, Syndications, Valuations
Education
University of Pennsylvania - The Wharton School 1985 — 1987
Master of Business Administration (M.B.A.)
Middlebury College 1979 — 1983
Bachelor of Arts (B.A.), Political Science
The Kew-Forest School 1967 — 1979
Steven Cusumano's Bankers Trust Company Experience 1974 - 1986
Job Owner, SafeDeposits, Inc.
Industry Financial Services
Experience
SafeDeposits, Inc. May 2003 - Present
Benefits Express 1993 - 2003
1st American Bank 1986 - 1989
Bankers Trust Company 1974 - 1986
Franklin National Bank 1972 - 1974
Skills
Banking, Credit, Strategic Planning, Equities, Financial Services, Electronic Trading, New Business Development, Fixed Income
Education
City University of New York-Queens College 1973 — 1977
BA, Economics
W.T. Clarke High School 1965 — 1969
SafeDeposits, Inc. May 2003 - Present
Benefits Express 1993 - 2003
1st American Bank 1986 - 1989
Bankers Trust Company 1974 - 1986
Franklin National Bank 1972 - 1974
Skills
Banking, Credit, Strategic Planning, Equities, Financial Services, Electronic Trading, New Business Development, Fixed Income
Education
City University of New York-Queens College 1973 — 1977
BA, Economics
W.T. Clarke High School 1965 — 1969
Ilarion Lara's Bankers Trust Company Experience 1985 - 1992
Job IT Project Manager at BNY Mellon
Industry Information Services
Experience
BNY Mellon February 2015 - Present
M&T Bank September 2014 - December 2014
Bank Of America January 2009 - August 2014
Morgan Stanley April 2006 - February 2008
UBS Wealth Management 2002 - 2006
Deutsche Bank 1995 - 2002
CCH/LEGAL INFORMATION SYSTEMS 1994 - 1995
CS First Boston February 1994 - July 1994
JP Morgan 1992 - 1994
Bankers Trust Company 1985 - 1992
Skills
SDLC, DB2, XML, Requirements Gathering, Project Management, Visio, Vendor Management, CICS, Data Warehousing, Software Project..., Agile Project Management, Business Intelligence, Oracle, Business Analysis, SQL, User Acceptance Testing, Requirements Analysis, Management, COBOL, IMS DB/DC, VSAM, MS SQL
Education
Pace University
Master of Science, Management Information Systems
Queens College
Bachelor's degree, Computer Science
BNY Mellon February 2015 - Present
M&T Bank September 2014 - December 2014
Bank Of America January 2009 - August 2014
Morgan Stanley April 2006 - February 2008
UBS Wealth Management 2002 - 2006
Deutsche Bank 1995 - 2002
CCH/LEGAL INFORMATION SYSTEMS 1994 - 1995
CS First Boston February 1994 - July 1994
JP Morgan 1992 - 1994
Bankers Trust Company 1985 - 1992
Skills
SDLC, DB2, XML, Requirements Gathering, Project Management, Visio, Vendor Management, CICS, Data Warehousing, Software Project..., Agile Project Management, Business Intelligence, Oracle, Business Analysis, SQL, User Acceptance Testing, Requirements Analysis, Management, COBOL, IMS DB/DC, VSAM, MS SQL
Education
Pace University
Master of Science, Management Information Systems
Queens College
Bachelor's degree, Computer Science
Jeff Devlin, PMP, SSBB, ITIL's Bankers Trust Company Experience 1989 - 1992
Job Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2002 - Present
AXA Financial 1992 - 2002
Bankers Trust Company 1989 - 1992
Bank of New York 1985 - 1989
New England Life 1980 - 1985
Skills
Process Improvement, ERP, Business Intelligence, Front Office, Infrastructure, Business Process..., Enterprise Software, Program Management, Change Management, IT Management, Leadership, Project Management, Data Warehousing, SDLC, PMP, ITIL, Vendor Management, Back Office, Risk Management, Risk Assessment, CRM, Executive Management, Customer Service, Technical Architecture, Teamwork, Strategic Planning, Financial Services, Integration, IT Strategy, Mutual Funds, Management, Databases, Software Development, Governance, ETL, Quality Assurance, Oracle, Project Portfolio..., Strategy
Education
AXA University
Managing in a Multi-National and Multi-Cultural Corporation
New York University
B.A., Economics, Economics
International Institute for Learning
Xavier High School
TIAA-CREF 2002 - Present
AXA Financial 1992 - 2002
Bankers Trust Company 1989 - 1992
Bank of New York 1985 - 1989
New England Life 1980 - 1985
Skills
Process Improvement, ERP, Business Intelligence, Front Office, Infrastructure, Business Process..., Enterprise Software, Program Management, Change Management, IT Management, Leadership, Project Management, Data Warehousing, SDLC, PMP, ITIL, Vendor Management, Back Office, Risk Management, Risk Assessment, CRM, Executive Management, Customer Service, Technical Architecture, Teamwork, Strategic Planning, Financial Services, Integration, IT Strategy, Mutual Funds, Management, Databases, Software Development, Governance, ETL, Quality Assurance, Oracle, Project Portfolio..., Strategy
Education
AXA University
Managing in a Multi-National and Multi-Cultural Corporation
New York University
B.A., Economics, Economics
International Institute for Learning
Xavier High School
Rick Sheppard's Bankers Trust Company Experience May 1983 - February 1996
Job Consultant to Silverstone Healthcare Company, LLC
Industry Investment Management
Experience
Specialty Real Estate August 2012 - Present
JPMorgan Asset Management - Global Real Assets May 2007 - August 2012
JPMorgan Asset Management - Global Real Assets January 2010 - June 2011
JPMorgan Asset Management - Global Real Assets February 1996 - May 2007
Bankers Trust Company May 1983 - February 1996
Skills
Asset Managment, Valuation, Capital Markets, Investments, Private Equity, Due Diligence, Real Estate Economics, Portfolio Management, Mezzanine, CMBS, Alternative Investments, Financial Modeling, Disposition, Financial Structuring, Real Estate Private..., Hedge Funds, Structured Finance, Financial Analysis, Acquisitions, Real Estate Development, Asset Management, Real Estate, Investment Properties
Education
Princeton University
Masters of Architecture
Princeton University
Bachelor of Arts, Architecture
Specialty Real Estate August 2012 - Present
JPMorgan Asset Management - Global Real Assets May 2007 - August 2012
JPMorgan Asset Management - Global Real Assets January 2010 - June 2011
JPMorgan Asset Management - Global Real Assets February 1996 - May 2007
Bankers Trust Company May 1983 - February 1996
Skills
Asset Managment, Valuation, Capital Markets, Investments, Private Equity, Due Diligence, Real Estate Economics, Portfolio Management, Mezzanine, CMBS, Alternative Investments, Financial Modeling, Disposition, Financial Structuring, Real Estate Private..., Hedge Funds, Structured Finance, Financial Analysis, Acquisitions, Real Estate Development, Asset Management, Real Estate, Investment Properties
Education
Princeton University
Masters of Architecture
Princeton University
Bachelor of Arts, Architecture
Maria Sanchez Gardner's Bankers Trust Company Experience 1988 - 2001
Job Director of Alumni Relations at DwightEnglewood School
Industry Philanthropy
Experience
Dwight-Englewood School September 2007 - Present
Princeton University January 2000 - September 2003
Bankers Trust Company 1988 - 2001
Skills
Fundraising, Nonprofits, Volunteer Management, Editing, Philanthropy, Research, Social Media, Academic Advising, Microsoft Office, Microsoft Excel, Annual Giving, Microsoft Word, Data Analysis, Blogging, Alumni Relations, Non-profits, Public Speaking, Event Planning, Higher Education, Grant Writing, Program Management
Education
Princeton University 1978 — 1982
Bachelor of Arts (BA), Political Economy
Dwight-Englewood School 1972 — 1978
Dwight-Englewood School September 2007 - Present
Princeton University January 2000 - September 2003
Bankers Trust Company 1988 - 2001
Skills
Fundraising, Nonprofits, Volunteer Management, Editing, Philanthropy, Research, Social Media, Academic Advising, Microsoft Office, Microsoft Excel, Annual Giving, Microsoft Word, Data Analysis, Blogging, Alumni Relations, Non-profits, Public Speaking, Event Planning, Higher Education, Grant Writing, Program Management
Education
Princeton University 1978 — 1982
Bachelor of Arts (BA), Political Economy
Dwight-Englewood School 1972 — 1978
Todd M. Minichino's Bankers Trust Company Experience June 1994 - June 1998
Job Head of Client Reporting and Performance at NYL Investors, LLC
Industry Investment Management
Experience
NYL Investors, LLC September 2013 - Present
NYL Investors 2013 - June 2014
New York Life Investment Management September 2002 - September 2013
Deutsche Asset Management August 2000 - September 2002
Deutsche Bank July 1998 - July 2000
Bankers Trust Company June 1994 - June 1998
Bankers Trust Company January 1990 - June 1994
Bankers Trust Company October 1988 - January 1990
Skills
Fixed Income, Derivatives, Performance Measurement..., Administration, Mutual Funds, GIPS Oversight, Financial Modeling, Capital Markets, Performance Measurement, Hedge Funds, Investments, Trading, Accounting, Asset Allocation, Securities, System Administration, Middle Office, Investment Strategies, Bonds, Financial Reporting, Investment Advisory, Financial Markets, Equities, Risk Management, Financial Analysis, Asset Management, Financial Risk, Settlement, Alternative Investments, Financial Services, Valuation, Investment Management, Series 7, Portfolio Management, Banking, Bloomberg, Wealth Management, Fund Accounting, FX Options, Series 63, Options, Business Analysis, Private Equity, Investment Banking, FINRA, ETFs, Equity Research, Fund Of Funds, Corporate Actions, Institutional...
Education
Mount Saint Mary's College 1984 — 1988
B.S., Business and Finance
NYL Investors, LLC September 2013 - Present
NYL Investors 2013 - June 2014
New York Life Investment Management September 2002 - September 2013
Deutsche Asset Management August 2000 - September 2002
Deutsche Bank July 1998 - July 2000
Bankers Trust Company June 1994 - June 1998
Bankers Trust Company January 1990 - June 1994
Bankers Trust Company October 1988 - January 1990
Skills
Fixed Income, Derivatives, Performance Measurement..., Administration, Mutual Funds, GIPS Oversight, Financial Modeling, Capital Markets, Performance Measurement, Hedge Funds, Investments, Trading, Accounting, Asset Allocation, Securities, System Administration, Middle Office, Investment Strategies, Bonds, Financial Reporting, Investment Advisory, Financial Markets, Equities, Risk Management, Financial Analysis, Asset Management, Financial Risk, Settlement, Alternative Investments, Financial Services, Valuation, Investment Management, Series 7, Portfolio Management, Banking, Bloomberg, Wealth Management, Fund Accounting, FX Options, Series 63, Options, Business Analysis, Private Equity, Investment Banking, FINRA, ETFs, Equity Research, Fund Of Funds, Corporate Actions, Institutional...
Education
Mount Saint Mary's College 1984 — 1988
B.S., Business and Finance
Jeanette Rausch's Bankers Trust Company Experience June 1994 - June 1996
Job at
Industry Financial Services
Experience
Groesbeck Investment Management March 2005 - Present
Groesbeck Investment Management Corp March 2005 - Present
Groesbeck Investment Management Corp March 2005 - Present
Klingenstein, Fields and Company, LLC October 1999 - March 2005
Klingenstein, Fields and Company, LLC October 1999 - March 2005
Klingenstein, Fields and Company October 1998 - March 2005
Williams & Company June 1996 - October 1999
Morse,Williams & Co. June 1996 - October 1999
Williams & Company June 1996 - October 1999
Bankers Trust Company June 1994 - June 1996
Skills
Financial Services
Education
Rutgers University-New Brunswick 1990 — 1994
Rutgers University School of BusinessNew
Bachelor of Science Degree, Finance
Rutgers University School of BusinessNew
Bachelor of Science Degree, Finance
Groesbeck Investment Management March 2005 - Present
Groesbeck Investment Management Corp March 2005 - Present
Groesbeck Investment Management Corp March 2005 - Present
Klingenstein, Fields and Company, LLC October 1999 - March 2005
Klingenstein, Fields and Company, LLC October 1999 - March 2005
Klingenstein, Fields and Company October 1998 - March 2005
Williams & Company June 1996 - October 1999
Morse,Williams & Co. June 1996 - October 1999
Williams & Company June 1996 - October 1999
Bankers Trust Company June 1994 - June 1996
Skills
Financial Services
Education
Rutgers University-New Brunswick 1990 — 1994
Rutgers University School of BusinessNew
Bachelor of Science Degree, Finance
Rutgers University School of BusinessNew
Bachelor of Science Degree, Finance
James Morganteen's Bankers Trust Company Experience 1995 - 1997
Job Law Practice Professional
Industry Law Practice
Experience
MasterCard Worldwide – 2008 - 2009
Warrantech Corporation - 1997 - 2007
Bankers Trust Company 1995 - 1997
Xerox 1986 - 1995
Morgan, Lewis & Bockius 1981 - 1986
Education
New York Law School 1978 — 1981
JD
MasterCard Worldwide – 2008 - 2009
Warrantech Corporation - 1997 - 2007
Bankers Trust Company 1995 - 1997
Xerox 1986 - 1995
Morgan, Lewis & Bockius 1981 - 1986
Education
New York Law School 1978 — 1981
JD
Bruce Miller's Bankers Trust Company Experience 1988 - 1990
Job Managing Director at Finacity Corporation
Industry Financial Services
Experience
Finacity Corporation August 2011 - Present
Digital Risk LLC 2008 - September 2011
BT Miller Associates 2008 - 2010
ING Capital, LLC 2004 - 2007
Credit Suisse First Boston 1992 - 2004
Daiwa Bank Ltd June 1989 - June 1992
Bankers Trust Company 1988 - 1990
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Finance
Saint John's University - Peter J. Tobin College of Business 1978 — 1981
BS, Economics
Rensselaer Polytechnic Institute 1975 — 1977
Finacity Corporation August 2011 - Present
Digital Risk LLC 2008 - September 2011
BT Miller Associates 2008 - 2010
ING Capital, LLC 2004 - 2007
Credit Suisse First Boston 1992 - 2004
Daiwa Bank Ltd June 1989 - June 1992
Bankers Trust Company 1988 - 1990
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Finance
Saint John's University - Peter J. Tobin College of Business 1978 — 1981
BS, Economics
Rensselaer Polytechnic Institute 1975 — 1977
Liz McCormack's Bankers Trust Company Experience 1989 - 1994
Job Vice President at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds Vice PresidentBankers Trust1989 - 1999
Bankers Trust Company 1989 - 1994
Skills
Fixed Income, Securities, Mutual Funds, Asset Management, Alternative Investments, Fund Accounting, Strategic Planning, Financial Services, Project Management
Education
Providence College 1981 — 1985
OppenheimerFunds Vice PresidentBankers Trust1989 - 1999
Bankers Trust Company 1989 - 1994
Skills
Fixed Income, Securities, Mutual Funds, Asset Management, Alternative Investments, Fund Accounting, Strategic Planning, Financial Services, Project Management
Education
Providence College 1981 — 1985
Judith Hertzberg's Bankers Trust Company Experience August 1977 - June 1982
Job Financial Services Executive, excelling at implementing a control environment
Industry Financial Services
Experience
Judith Hertzberg Associates November 2011 - Present
Morgan Stanley January 2011 - April 2011
Judith Hertzberg Associates March 2004 - December 2010
J.P. Morgan July 1982 - June 2003
Bankers Trust Company August 1977 - June 1982
Skills
Risk Management, Policy, Credit Risk, Training, Credit, Business Process..., Financial Services
Education
Massachusetts Institute of Technology - Sloan School of Management 1975 — 1977
University of Michigan
Bachelor
Judith Hertzberg Associates November 2011 - Present
Morgan Stanley January 2011 - April 2011
Judith Hertzberg Associates March 2004 - December 2010
J.P. Morgan July 1982 - June 2003
Bankers Trust Company August 1977 - June 1982
Skills
Risk Management, Policy, Credit Risk, Training, Credit, Business Process..., Financial Services
Education
Massachusetts Institute of Technology - Sloan School of Management 1975 — 1977
University of Michigan
Bachelor
Edward Avery's Bankers Trust Company Experience 1996 - 1999
Job Vice President at Reliance Trust Company
Industry Banking
Experience
Reliance Trust Company First Vice PresidentCitigroup Trust-Delaware, N.A.2005 - May 2013
Duetsche Bank 1999 - 2005
Bankers Trust Company 1996 - 1999
Chase Manhattan Bank 1994 - 1996
Skills
Alternative Investments, Risk Management, Banking, Wealth Management, Equities, Investments, Fixed Income, Portfolio Management, Asset Managment, Capital Markets, Asset Allocation, Private Banking
Education
Pace University School of Law 1976 — 1980
JD
New York University 1972 — 1976
BA
Reliance Trust Company First Vice PresidentCitigroup Trust-Delaware, N.A.2005 - May 2013
Duetsche Bank 1999 - 2005
Bankers Trust Company 1996 - 1999
Chase Manhattan Bank 1994 - 1996
Skills
Alternative Investments, Risk Management, Banking, Wealth Management, Equities, Investments, Fixed Income, Portfolio Management, Asset Managment, Capital Markets, Asset Allocation, Private Banking
Education
Pace University School of Law 1976 — 1980
JD
New York University 1972 — 1976
BA
Ross Salinger's Bankers Trust Company Experience 1986 - 1992
Job President RGS Computer Services LLC
Industry Financial Services
Experience
RGS Computer Services October 2010 - Present
Barrington Partners October 2007 - October 2010
State Street October 2001 - October 2007
Credit Suisse 1995 - 1998
Credit Suisse Financial Products 1992 - 1995
Bankers Trust Company 1986 - 1992
Skills
Risk Management, Investment Banking, Business Continuity, Derivatives, Middle Office, Asset Managment, Management Consulting, Trading, Investment Management, Asset Management, Financial Services, Management, Outsourcing, Fixed Income, Strategy, Hedge Funds
Education
New York University 1970 — 1972
BA, Political Science
RGS Computer Services October 2010 - Present
Barrington Partners October 2007 - October 2010
State Street October 2001 - October 2007
Credit Suisse 1995 - 1998
Credit Suisse Financial Products 1992 - 1995
Bankers Trust Company 1986 - 1992
Skills
Risk Management, Investment Banking, Business Continuity, Derivatives, Middle Office, Asset Managment, Management Consulting, Trading, Investment Management, Asset Management, Financial Services, Management, Outsourcing, Fixed Income, Strategy, Hedge Funds
Education
New York University 1970 — 1972
BA, Political Science
Bob Portnoy's Bankers Trust Company Experience 1986 - 1999
Job Experienced Banking and Investment Management Executive
Industry Banking
Experience
Deutsche Bank 1999 - 2003
Deutsche Asset Management 1993 - 2003
Deutsche Bank/Bankers Trust 1986 - 2003
Bankers Trust Company 1986 - 1999
Skills
Asset Management, Securities Lending, Money Market, Risk Management, Securities
Education
Queens College 1965 — 1969
B.A., History
Deutsche Bank 1999 - 2003
Deutsche Asset Management 1993 - 2003
Deutsche Bank/Bankers Trust 1986 - 2003
Bankers Trust Company 1986 - 1999
Skills
Asset Management, Securities Lending, Money Market, Risk Management, Securities
Education
Queens College 1965 — 1969
B.A., History
Helen Murphy Egan's Bankers Trust Company Experience 1977 - 1988
Job Consultant at Resources Global Professionals
Industry Accounting
Experience
Resources Global Professionals December 2006 - Present
CCI, Ltd. 1991 - 2006
Bankers Trust Company 1977 - 1988
Skills
Accounting, Information Management, SOX, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Corporate Finance, Internal Audit, Account Reconciliation, Finance, Financial Modeling
Education
Pace University - Lubin Graduate School of Business 1977 — 1982
MBA, Finance with a Banking Concentration
Pace University - Lubin School of Business 1971 — 1975
BBA, Accounting and Information Technology
Resources Global Professionals December 2006 - Present
CCI, Ltd. 1991 - 2006
Bankers Trust Company 1977 - 1988
Skills
Accounting, Information Management, SOX, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Corporate Finance, Internal Audit, Account Reconciliation, Finance, Financial Modeling
Education
Pace University - Lubin Graduate School of Business 1977 — 1982
MBA, Finance with a Banking Concentration
Pace University - Lubin School of Business 1971 — 1975
BBA, Accounting and Information Technology
Dennis Cronin's Bankers Trust Company Experience January 1985 - January 1988
Job Assistant Manager, Implementation Services at Great West Retirement Services
Industry Financial Services
Experience
Great West Retirement Services September 2012 - Present
ING Institutional Plan Services June 2008 - August 2012
ING Nederland April 2007 - June 2008
CitiStreet LLC April 2004 - April 2007
Merrill Lynch June 2000 - April 2004
Merrill Lynch June 1994 - June 2000
Merrill Lynch December 1988 - June 1994
Bankers Trust Company January 1985 - January 1988
Skills
Management, Six Sigma, Retirement Planning, Private Banking, Investments, 401k, Leadership, Access, Mutual Funds, Securities, Budgets, Change Management, Financial Services, Operational Risk, CRM, Process Improvement, Auditing, Insurance, Vendor Management, Risk Management, Employee Benefits, Training
Education
Saint Peter's University 1982 — 1985
Bachelor of Science, Management/Marketing
Rutgers University-New Brunswick 1981 — 1982
Hudson Catholic High School 1977 — 1981
Great West Retirement Services September 2012 - Present
ING Institutional Plan Services June 2008 - August 2012
ING Nederland April 2007 - June 2008
CitiStreet LLC April 2004 - April 2007
Merrill Lynch June 2000 - April 2004
Merrill Lynch June 1994 - June 2000
Merrill Lynch December 1988 - June 1994
Bankers Trust Company January 1985 - January 1988
Skills
Management, Six Sigma, Retirement Planning, Private Banking, Investments, 401k, Leadership, Access, Mutual Funds, Securities, Budgets, Change Management, Financial Services, Operational Risk, CRM, Process Improvement, Auditing, Insurance, Vendor Management, Risk Management, Employee Benefits, Training
Education
Saint Peter's University 1982 — 1985
Bachelor of Science, Management/Marketing
Rutgers University-New Brunswick 1981 — 1982
Hudson Catholic High School 1977 — 1981
Lori Gryga's Bankers Trust Company Experience September 1986 - February 1991
Job Fiduciary Tax Accountant at Cummings & Lockwood LLC
Industry Accounting
Experience
Cummings & Lockwood LLC March 2004 - Present
Bessemer Trust December 1992 - April 1998
Barclays Bank PLC February 1991 - December 1992
Bankers Trust Company September 1986 - February 1991
Skills
Tax, Management, Accounting
Education
Queens College 1975 — 1979
Bachelor's Degree, Accounting
Cummings & Lockwood LLC March 2004 - Present
Bessemer Trust December 1992 - April 1998
Barclays Bank PLC February 1991 - December 1992
Bankers Trust Company September 1986 - February 1991
Skills
Tax, Management, Accounting
Education
Queens College 1975 — 1979
Bachelor's Degree, Accounting
Richard Blackman's Bankers Trust Company Experience 1986 - 1999
Job Director Consultant Relations at State Street Bank
Industry Financial Services
Experience
State Street January 2008 - Present
State Street February 2003 - December 2007
Deutsche Bank 1999 - 2003
Bankers Trust Company 1986 - 1999
Skills
Securities Lending, Employee Benefits, Asset Management, Securities, Fixed Income, Equities, Relationship Management, Capital Markets, Investments, Asset Managment
Education
Rutgers University-New Brunswick 1981 — 1985
Bachelors, International Economics
Montgomery High 1977 — 1981
State Street January 2008 - Present
State Street February 2003 - December 2007
Deutsche Bank 1999 - 2003
Bankers Trust Company 1986 - 1999
Skills
Securities Lending, Employee Benefits, Asset Management, Securities, Fixed Income, Equities, Relationship Management, Capital Markets, Investments, Asset Managment
Education
Rutgers University-New Brunswick 1981 — 1985
Bachelors, International Economics
Montgomery High 1977 — 1981
Patricia Brigantic's Bankers Trust Company Experience 1985 - 1996
Job Director & Counsel at Citibank
Industry Financial Services
Experience
Citibank DirectorCitibank1999 - 2008
The Bond Market Association (now SIFMA) 1996 - 1999
Bankers Trust Company 1985 - 1996
Winthrop, Stimson, Putnam & Roberts 1982 - 1985
Pillsbury Winthrop Shaw Pittman 1982 - 1985
Pillsbury Winthrop Shaw Pittman 1982 - 1985
Education
New York University School of Law 1979 — 1982
JD, Law
Citibank DirectorCitibank1999 - 2008
The Bond Market Association (now SIFMA) 1996 - 1999
Bankers Trust Company 1985 - 1996
Winthrop, Stimson, Putnam & Roberts 1982 - 1985
Pillsbury Winthrop Shaw Pittman 1982 - 1985
Pillsbury Winthrop Shaw Pittman 1982 - 1985
Education
New York University School of Law 1979 — 1982
JD, Law
Sherri Akbar's Bankers Trust Company Experience May 1989 - August 1994
Job VP at Unicredit
Industry Investment Banking
Experience
Unicredit June 2007 - Present
UNICREDIT MARKETS AND INVESTMENT BANKING June 2007 - Present
Calyon Corporate and Investiment Bank October 2000 - June 2007
CORPORATE AND INVESTMENT BANK December 1996 - June 2007
Calyon Corporate and Investment Bank November 1998 - October 2000
Calyon Corporate and Investment Bank December 1996 - November 1998
FUJI BANK LTD August 1994 - December 1996
BANKERS TRUST COMPANY May 1989 - August 1994
Education
Pace University
BBA, Management Information Systems
Unicredit June 2007 - Present
UNICREDIT MARKETS AND INVESTMENT BANKING June 2007 - Present
Calyon Corporate and Investiment Bank October 2000 - June 2007
CORPORATE AND INVESTMENT BANK December 1996 - June 2007
Calyon Corporate and Investment Bank November 1998 - October 2000
Calyon Corporate and Investment Bank December 1996 - November 1998
FUJI BANK LTD August 1994 - December 1996
BANKERS TRUST COMPANY May 1989 - August 1994
Education
Pace University
BBA, Management Information Systems
Michele. Jarocki's Bankers Trust Company Experience June 1976 - March 1987
Job Business System Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo Lead Business System AnalystUPSJanuary 1992 - December 2006
Bankers Trust Company June 1976 - March 1987
Skills
SDLC, Visio, Business Analysis, Auditing, Process Improvement, Software Documentation, Business Requirements, Requirements Gathering, Business Process, IT Strategy, Access, Business Process...
Education
Pace University 1979 — 1982
MBA, Management
Wells Fargo Lead Business System AnalystUPSJanuary 1992 - December 2006
Bankers Trust Company June 1976 - March 1987
Skills
SDLC, Visio, Business Analysis, Auditing, Process Improvement, Software Documentation, Business Requirements, Requirements Gathering, Business Process, IT Strategy, Access, Business Process...
Education
Pace University 1979 — 1982
MBA, Management
Dominic Crowe's Bankers Trust Company Experience January 2007 - October 2008
Job Global Head of Client Service Delivery for Structured Products at BNY Mellon
Industry Banking
Experience
BNY Mellon February 2014 - Present
BNY Mellon Asset Servicing November 2009 - Present
Bank of New York Mellon July 2011 - February 2014
BNY Mellon October 2008 - October 2009
Bankers Trust Company January 2007 - October 2008
The Bank of New York December 2003 - January 2007
Skills
Experienced Securities...
Education
Merrimack College 1984 — 1987
Business, Finance and Management
CFP
Certified Financial Planner
BNY Mellon February 2014 - Present
BNY Mellon Asset Servicing November 2009 - Present
Bank of New York Mellon July 2011 - February 2014
BNY Mellon October 2008 - October 2009
Bankers Trust Company January 2007 - October 2008
The Bank of New York December 2003 - January 2007
Skills
Experienced Securities...
Education
Merrimack College 1984 — 1987
Business, Finance and Management
CFP
Certified Financial Planner
Lillian Peros's Bankers Trust Company Experience June 1993 - August 2000
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2009 - Present
Wells Fargo Bank 2006 - 2008
JPMorgan Chase 2000 - 2006
Bankers Trust Company June 1993 - August 2000
Education
New York University 1990 — 1993
BA, Economics & International Politics
Fidelity Investments October 2009 - Present
Wells Fargo Bank 2006 - 2008
JPMorgan Chase 2000 - 2006
Bankers Trust Company June 1993 - August 2000
Education
New York University 1990 — 1993
BA, Economics & International Politics
KEVIN LEVINS's Bankers Trust Company Experience April 1974 - April 1987
Job Program Manager Senior Financial Analyst at U.S. Department of Transportation (DOT)
Industry Government Administration
Experience
U.S. Department of Transportation (DOT) October 2010 - Present
KTL Enterprises, LLC October 1997 - November 2008
CITIBANK April 1987 - July 1997
BANKERS TRUST COMPANY April 1974 - April 1987
bankers trust 1974 - 1987
Skills
Corporate Finance, Banking, Credit, Commercial Banking, Credit Analysis, Financial Risk, Credit Risk, Loans, Portfolio Management
Education
Quinlan School of Business, Loyola University Chicago 1971 — 1972
MBA, FINANCIAL MANAGEMENT
St. Joseph's College (IN) 1965 — 1969
BS, FINANCE
U.S. Department of Transportation (DOT) October 2010 - Present
KTL Enterprises, LLC October 1997 - November 2008
CITIBANK April 1987 - July 1997
BANKERS TRUST COMPANY April 1974 - April 1987
bankers trust 1974 - 1987
Skills
Corporate Finance, Banking, Credit, Commercial Banking, Credit Analysis, Financial Risk, Credit Risk, Loans, Portfolio Management
Education
Quinlan School of Business, Loyola University Chicago 1971 — 1972
MBA, FINANCIAL MANAGEMENT
St. Joseph's College (IN) 1965 — 1969
BS, FINANCE
Janice Kuhn Reck's Bankers Trust Company Experience July 1993 - April 1994
Job Application Support Specialist at Viewpoint Construction Software
Industry Computer Software
Experience
Viewpoint Construction Software January 2012 - Present
SunGard March 1987 - February 2007
Fiduciary Trust Company International 1995 - 2001
Mizuho Trust Company January 1994 - December 1999
Bankers Trust Company July 1993 - April 1994
Union Bank of Switzerland January 1990 - September 1990
SunGard March 1987 - January 1990
Skills
Software Documentation, Technical Support, Consulting, Oracle, Requirements Analysis, Application Support, Project Management, Microsoft SQL Server, CRM, Software Project..., Software Implementation, IT Project Lifecycle, Software Installation, C#, Troubleshooting, Databases, Unix
Education
New York University 1998 — 2000
C Programming
Maxwell Technical Institute 1985 — 1986
Computer Operations / Programming
Sacred Heart School of Nursing 1982 — 1983
Licensed Practical Nursing, Practical Nursing
Viewpoint Construction Software January 2012 - Present
SunGard March 1987 - February 2007
Fiduciary Trust Company International 1995 - 2001
Mizuho Trust Company January 1994 - December 1999
Bankers Trust Company July 1993 - April 1994
Union Bank of Switzerland January 1990 - September 1990
SunGard March 1987 - January 1990
Skills
Software Documentation, Technical Support, Consulting, Oracle, Requirements Analysis, Application Support, Project Management, Microsoft SQL Server, CRM, Software Project..., Software Implementation, IT Project Lifecycle, Software Installation, C#, Troubleshooting, Databases, Unix
Education
New York University 1998 — 2000
C Programming
Maxwell Technical Institute 1985 — 1986
Computer Operations / Programming
Sacred Heart School of Nursing 1982 — 1983
Licensed Practical Nursing, Practical Nursing
Lanny Schwartz's Bankers Trust Company Experience June 1989 - June 1999
Job Partner at Davis Polk & Wardwell
Industry Law Practice
Experience
Davis Polk & Wardwell EVP and General CounselPhiladelphia Stock ExchangeNovember 1999 - January 2005
Bankers Trust Company June 1989 - June 1999
Cleary Gottlieb Steen & Hamilton LLP January 1985 - June 1989
Skills
Securities Regulation, Arbitration, Derivatives, Employment Law, Securities Litigation, Legal Advice, Corporate Law, Mergers & Acquisitions, Corporate Governance, IPO, FINRA, Securities, Hedge Funds, Cross-border..., Private Equity, Financial Regulation, Joint Ventures, Intellectual Property, Structured Finance, Capital Markets, International Law, Litigation, Internal Investigations, Legal Writing, FCPA, Banking Law, SEC, Dodd-Frank, Legal Research, White Collar Criminal..., Securities Offerings, Courts, Commercial Litigation, Alternative Dispute..., Competition Law, Due Diligence, Mediation, Fraud, Licensing, Broker-Dealer, Civil Litigation, Venture Capital
Education
New York University School of Law 1980 — 1983
JD
University of Pennsylvania 1974 — 1976
BA, Oriental Studies
Davis Polk & Wardwell EVP and General CounselPhiladelphia Stock ExchangeNovember 1999 - January 2005
Bankers Trust Company June 1989 - June 1999
Cleary Gottlieb Steen & Hamilton LLP January 1985 - June 1989
Skills
Securities Regulation, Arbitration, Derivatives, Employment Law, Securities Litigation, Legal Advice, Corporate Law, Mergers & Acquisitions, Corporate Governance, IPO, FINRA, Securities, Hedge Funds, Cross-border..., Private Equity, Financial Regulation, Joint Ventures, Intellectual Property, Structured Finance, Capital Markets, International Law, Litigation, Internal Investigations, Legal Writing, FCPA, Banking Law, SEC, Dodd-Frank, Legal Research, White Collar Criminal..., Securities Offerings, Courts, Commercial Litigation, Alternative Dispute..., Competition Law, Due Diligence, Mediation, Fraud, Licensing, Broker-Dealer, Civil Litigation, Venture Capital
Education
New York University School of Law 1980 — 1983
JD
University of Pennsylvania 1974 — 1976
BA, Oriental Studies
Peter Graham's Bankers Trust Company Experience 1994 - 1999
Job CEO at Mirae Asset Global Investments (USA) LLC
Industry Investment Management
Experience
Mirae Asset Global Investments (USA) LLC 2013 - Present
Mirae Asset Discovery Funds 2011 - Present
Mirae Asset Global Investments (USA) LLC 2009 - Present
Credit Suisse Asset Management 2007 - 2008
DB Absolute Return Strategies 2004 - 2006
Deutsche Asset Management 2001 - 2004
Deutsche Asset Management 1999 - 2001
Bankers Trust Company 1994 - 1999
Skills
Hedge Funds, Equities, Mutual Funds, Investments, Emerging Markets, Product Development, Marketing, Marketing Strategy, Asset, Alternative Investments, Asset Managment, Bloomberg
Education
Northwestern University - Kellogg School of Management
Master of Management, Finance, marketing, strategy, international business
Washington University in St. Louis
BS, Computer science
Mirae Asset Global Investments (USA) LLC 2013 - Present
Mirae Asset Discovery Funds 2011 - Present
Mirae Asset Global Investments (USA) LLC 2009 - Present
Credit Suisse Asset Management 2007 - 2008
DB Absolute Return Strategies 2004 - 2006
Deutsche Asset Management 2001 - 2004
Deutsche Asset Management 1999 - 2001
Bankers Trust Company 1994 - 1999
Skills
Hedge Funds, Equities, Mutual Funds, Investments, Emerging Markets, Product Development, Marketing, Marketing Strategy, Asset, Alternative Investments, Asset Managment, Bloomberg
Education
Northwestern University - Kellogg School of Management
Master of Management, Finance, marketing, strategy, international business
Washington University in St. Louis
BS, Computer science
Dan Rothstein's Bankers Trust Company Experience 1981 - 1983
Job CEO at DR Risk Solutions
Industry Banking
Experience
DR Risk Solutions January 2014 - Present
Sterling National Bank (formerly Provident Bank New York) December 2002 - December 2013
Sterling National Bank (formerly Provident Bank New York) December 1996 - December 2002
Sterling National Bank (formerly Provident Bank New York) December 1990 - December 1996
Sterling National Bank (formerly Provident Bank New York) December 1990 - December 1996
Sterling National Bank (formerly Provident Bank New York) July 1983 - December 1990
Provident Bank January 1983 - June 1983
Bankers Trust Company 1981 - 1983
Bankers Trust Company 1979 - 1981
Skills
Banking, Commercial Banking, Risk Management, AML, Financial Risk, Commercial Lending, Credit, Loans, Credit Analysis, Consumer Lending, Enterprise Risk..., Credit Risk, Operational Risk, Portfolio Management, Operational Risk..., Mortgage Lending, Fraud, Financial Modeling, Financial Services, Cash Management, Retail Banking, Bank Secrecy Act, Financial Reporting, Capital Markets, Due Diligence, Corporate Finance, Corporate Governance, Finance, Anti Money Laundering
Education
Pace University School of Law
Doctor of Law (JD), Number 2 in Class of over 200
Massachusetts Institute of Technology
DR Risk Solutions January 2014 - Present
Sterling National Bank (formerly Provident Bank New York) December 2002 - December 2013
Sterling National Bank (formerly Provident Bank New York) December 1996 - December 2002
Sterling National Bank (formerly Provident Bank New York) December 1990 - December 1996
Sterling National Bank (formerly Provident Bank New York) December 1990 - December 1996
Sterling National Bank (formerly Provident Bank New York) July 1983 - December 1990
Provident Bank January 1983 - June 1983
Bankers Trust Company 1981 - 1983
Bankers Trust Company 1979 - 1981
Skills
Banking, Commercial Banking, Risk Management, AML, Financial Risk, Commercial Lending, Credit, Loans, Credit Analysis, Consumer Lending, Enterprise Risk..., Credit Risk, Operational Risk, Portfolio Management, Operational Risk..., Mortgage Lending, Fraud, Financial Modeling, Financial Services, Cash Management, Retail Banking, Bank Secrecy Act, Financial Reporting, Capital Markets, Due Diligence, Corporate Finance, Corporate Governance, Finance, Anti Money Laundering
Education
Pace University School of Law
Doctor of Law (JD), Number 2 in Class of over 200
Massachusetts Institute of Technology
William Jennings's Bankers Trust Company Experience January 1985 - March 1987
Job Managing Director at US Bank
Industry Banking
Experience
US Bank March 2001 - Present
Bank One (now JP Morgan) April 1998 - December 2000
Wells Fargo August 1994 - April 1997
Bank of America April 1987 - June 1993
Bankers Trust Company January 1985 - March 1987
U.S. Trust January 1979 - January 1985
Skills
Corporate Trust..., Risk Management, Relationship Management, Cash Management, Investments, Financial Services, Fixed Income, Capital Markets
Education
Pace University
US Bank March 2001 - Present
Bank One (now JP Morgan) April 1998 - December 2000
Wells Fargo August 1994 - April 1997
Bank of America April 1987 - June 1993
Bankers Trust Company January 1985 - March 1987
U.S. Trust January 1979 - January 1985
Skills
Corporate Trust..., Risk Management, Relationship Management, Cash Management, Investments, Financial Services, Fixed Income, Capital Markets
Education
Pace University
peter poullada's Bankers Trust Company Experience 1983 - 1989
Job Independent Financial Services Professional
Industry Financial Services
Experience
Princeton in Asia 2012 - Present
Independant Research Fellow in Central Asian history and tribal textiles 2001 - Present
Independent Financial Consultant February 2000 - February 2012
Belgrave Capital Management January 1995 - May 1999
self employed May 1994 - September 1995
Bankers Trust International Ltd. 1990 - 1994
Bankers Trust International Ltd. London January 1989 - June 1990
Bankers Trust Company 1983 - 1989
The World Bank June 1978 - September 1978
Princeton in Asia June 1975 - September 1976
Skills
Asset Management, Investments, Valuation, Corporate Finance, Financial Analysis, Asset Managment, Equities, Risk Management, Private Equity, Emerging Markets, Investment Banking, Management, Research, Due Diligence, Financial Modeling, Mergers & Acquisitions, Strategy, Strategic Planning, Business Strategy
Education
Univ. California, Berkeley 1977 — 1980
M.A., International Economics and Policy Studies
Princeton University 1971 — 1975
B.A, Near Eastern History and languages
Princeton in Asia 2012 - Present
Independant Research Fellow in Central Asian history and tribal textiles 2001 - Present
Independent Financial Consultant February 2000 - February 2012
Belgrave Capital Management January 1995 - May 1999
self employed May 1994 - September 1995
Bankers Trust International Ltd. 1990 - 1994
Bankers Trust International Ltd. London January 1989 - June 1990
Bankers Trust Company 1983 - 1989
The World Bank June 1978 - September 1978
Princeton in Asia June 1975 - September 1976
Skills
Asset Management, Investments, Valuation, Corporate Finance, Financial Analysis, Asset Managment, Equities, Risk Management, Private Equity, Emerging Markets, Investment Banking, Management, Research, Due Diligence, Financial Modeling, Mergers & Acquisitions, Strategy, Strategic Planning, Business Strategy
Education
Univ. California, Berkeley 1977 — 1980
M.A., International Economics and Policy Studies
Princeton University 1971 — 1975
B.A, Near Eastern History and languages
James Tumulty's Bankers Trust Company Experience September 1985 - May 1996
Job Operations Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 1998 - Present
The Bank of New York May 1996 - June 1998
Bankers Trust Company September 1985 - May 1996
Skills
Settlement, Middle Office
Education
Pace University - Lubin School of Business 1984 — 1988
MBA, Organziational Development
Saint Peter's University 1979 — 1983
BS, Business Management
Brown Brothers Harriman June 1998 - Present
The Bank of New York May 1996 - June 1998
Bankers Trust Company September 1985 - May 1996
Skills
Settlement, Middle Office
Education
Pace University - Lubin School of Business 1984 — 1988
MBA, Organziational Development
Saint Peter's University 1979 — 1983
BS, Business Management
Joseph Geider's Bankers Trust Company Experience January 1974 - January 1987
Job Financial Services Professional
Industry Financial Services
Experience
New York Life Insurance Company February 2009 - Present
JP Morgan Chase Bank January 2007 - January 2008
The Bank of New York January 1996 - January 2006
Union Bank of Switzerland March 1990 - August 2000
BNY Mellon 1997 - 2000
Barclays Bank, PLC January 1992 - January 1996
Barclays January 1990 - January 1992
Chase Manhattan Bank January 1987 - January 1990
Bankers Trust Company January 1974 - January 1987
Skills
Fixed Income, Portfolio Management, Mergers & Acquisitions, Financial Services, Mutual Funds, Investments, Finance, Insurance, Relationship Management, Trading, 401k, Accounting
Education
Pace University
Bachelor of Business Administration, General Business
New York Life Insurance Company February 2009 - Present
JP Morgan Chase Bank January 2007 - January 2008
The Bank of New York January 1996 - January 2006
Union Bank of Switzerland March 1990 - August 2000
BNY Mellon 1997 - 2000
Barclays Bank, PLC January 1992 - January 1996
Barclays January 1990 - January 1992
Chase Manhattan Bank January 1987 - January 1990
Bankers Trust Company January 1974 - January 1987
Skills
Fixed Income, Portfolio Management, Mergers & Acquisitions, Financial Services, Mutual Funds, Investments, Finance, Insurance, Relationship Management, Trading, 401k, Accounting
Education
Pace University
Bachelor of Business Administration, General Business
Steve Schaefer, CFA's Bankers Trust Company Experience March 1993 - October 1995
Job Director, Stable Value Products
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ April 2012 - Present
ING August 2010 - April 2012
Babson Capital Management March 2008 - August 2010
Allstate Financial November 1995 - September 2003
Bankers Trust Company March 1993 - October 1995
ICMA Retirement Corporation October 1987 - March 1993
Skills
Stable Value, Fixed Income, Capital Markets, Mutual Funds, Investments, Portfolio Management, Asset Managment, Asset Management
Education
Michigan State University - The Eli Broad College of Business 1983 — 1984
MBA, Finance
Temple University - Fox School of Business and Management 1978 — 1982
BBA, Marketing
Bank of Tokyo-Mitsubishi UFJ April 2012 - Present
ING August 2010 - April 2012
Babson Capital Management March 2008 - August 2010
Allstate Financial November 1995 - September 2003
Bankers Trust Company March 1993 - October 1995
ICMA Retirement Corporation October 1987 - March 1993
Skills
Stable Value, Fixed Income, Capital Markets, Mutual Funds, Investments, Portfolio Management, Asset Managment, Asset Management
Education
Michigan State University - The Eli Broad College of Business 1983 — 1984
MBA, Finance
Temple University - Fox School of Business and Management 1978 — 1982
BBA, Marketing
Vijaiyanand (Victor) Prasad's Bankers Trust Company Experience 1972 - 1974
Job Trainer at Professional Services Group New Brunswick
Industry Professional Training & Coaching
Experience
Professional Services Group - New Brunswick December 2009 - Present
Verizon Telecom January 1993 - July 2009
Nynex Corporation October 1990 - December 1992
New York Telephone August 1988 - October 1990
New York Telephone Company 1978 - March 1986
New York Telephone Company July 1976 - 1978
Municipal Credit Union 1974 - July 1976
Bankers Trust Company 1972 - 1974
US Army September 1970 - March 1972
Skills
Process Improvement, Microsoft Office, Cross-functional Team..., Product Development, Vendor Management, Analysis, Training, Call Center, Quality Assurance, Project Management, Troubleshooting, Microsoft Excel, Program Management, SDLC, Coaching, Databases, Management, Microsoft Word, Customer Satisfaction, Customer Service, Performance Management, Software Documentation, Leadership Development, SharePoint, Strategic Planning, Data Analysis, Budgets, Project Planning, Leadership, Networking, Call Centers, Telecommunications, Team Building, Windows, Inventory Management, Employee Training, Time Management, Staff Development, Organizational..., System Administration, Team Leadership, Business Analysis, CRM, SQL, Instructor-led Training, Operations Management, Employee Relations, Change Management, Access, Visio
Education
New York Institute of Technology 1986 — 1991
BS, General Studies
Technical Careers Institute 1984 — 1987
AAS, Electronics Technology
Professional Services Group - New Brunswick December 2009 - Present
Verizon Telecom January 1993 - July 2009
Nynex Corporation October 1990 - December 1992
New York Telephone August 1988 - October 1990
New York Telephone Company 1978 - March 1986
New York Telephone Company July 1976 - 1978
Municipal Credit Union 1974 - July 1976
Bankers Trust Company 1972 - 1974
US Army September 1970 - March 1972
Skills
Process Improvement, Microsoft Office, Cross-functional Team..., Product Development, Vendor Management, Analysis, Training, Call Center, Quality Assurance, Project Management, Troubleshooting, Microsoft Excel, Program Management, SDLC, Coaching, Databases, Management, Microsoft Word, Customer Satisfaction, Customer Service, Performance Management, Software Documentation, Leadership Development, SharePoint, Strategic Planning, Data Analysis, Budgets, Project Planning, Leadership, Networking, Call Centers, Telecommunications, Team Building, Windows, Inventory Management, Employee Training, Time Management, Staff Development, Organizational..., System Administration, Team Leadership, Business Analysis, CRM, SQL, Instructor-led Training, Operations Management, Employee Relations, Change Management, Access, Visio
Education
New York Institute of Technology 1986 — 1991
BS, General Studies
Technical Careers Institute 1984 — 1987
AAS, Electronics Technology
Tim Deegan's Bankers Trust Company Experience 1982 - 1986
Job Managing Director at Daiwa Capital Markets America Inc.
Industry Investment Banking
Experience
Daiwa Capital Markets America Inc. May 1995 - Present
Salomon Brothers Inc 1986 - 1995
Bankers Trust Company 1982 - 1986
First Fidelity 1980 - 1983
Skills
Bloomberg, Capital Markets, Hedge Funds, Derivatives, Fixed Income, Investment Banking, Investments, Trading Systems, Equities, Alternative Investments, Securities, Portfolio Management
Education
Rider University 1976 — 1980
BS, Economic
Union Catholic High School
Union Catholic High School
Daiwa Capital Markets America Inc. May 1995 - Present
Salomon Brothers Inc 1986 - 1995
Bankers Trust Company 1982 - 1986
First Fidelity 1980 - 1983
Skills
Bloomberg, Capital Markets, Hedge Funds, Derivatives, Fixed Income, Investment Banking, Investments, Trading Systems, Equities, Alternative Investments, Securities, Portfolio Management
Education
Rider University 1976 — 1980
BS, Economic
Union Catholic High School
Union Catholic High School
Saul Shajnfeld's Bankers Trust Company Experience 1990 - 1999
Job
Industry
Experience
Deutsche Bank 1999 - 2009
Bankers Trust Company 1990 - 1999
Roberts & Holland LLP 1985 - 1990
Bankers Trust Company 1974 - 1985
Skills
Microsoft Office, Research, Writing, Science, Analysis, Tax, Access
Education
New York University School of Law
Master of Laws (LLM), Taxation
New York Law School
Doctor of Law (JD)
CCNY
Bachelor of Arts (BA), Philosophy
Deutsche Bank 1999 - 2009
Bankers Trust Company 1990 - 1999
Roberts & Holland LLP 1985 - 1990
Bankers Trust Company 1974 - 1985
Skills
Microsoft Office, Research, Writing, Science, Analysis, Tax, Access
Education
New York University School of Law
Master of Laws (LLM), Taxation
New York Law School
Doctor of Law (JD)
CCNY
Bachelor of Arts (BA), Philosophy
Mayra Woo-Makepeace's Bankers Trust Company Experience 1974 - 1994
Job CEO at MWM Associates Intl
Industry Investment Management
Experience
MWM Associates Intl 2005 - Present
Forstmann Leff Associates 1996 - 2004
Bankers Trust Company 1974 - 1994
Education
Middlebury College
BA
MWM Associates Intl 2005 - Present
Forstmann Leff Associates 1996 - 2004
Bankers Trust Company 1974 - 1994
Education
Middlebury College
BA
David Blakeley's Bankers Trust Company Experience 1994 - 2003
Job Relationship Manager at The Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York Mellon February 2003 - Present
Bankers Trust Company 1994 - 2003
Skills
Equities, Securities, Relationship Management, Global Custody, Investments, Capital Markets, Securities Lending, Cash Management, Cross Selling, Derivatives, Financial Services, Alternative Investments, Asset Management, Fund Accounting, Asset Allocation, Risk Management, Pensions, Foreign Exchange
Education
Rutgers University-New Brunswick
The Bank of New York Mellon February 2003 - Present
Bankers Trust Company 1994 - 2003
Skills
Equities, Securities, Relationship Management, Global Custody, Investments, Capital Markets, Securities Lending, Cash Management, Cross Selling, Derivatives, Financial Services, Alternative Investments, Asset Management, Fund Accounting, Asset Allocation, Risk Management, Pensions, Foreign Exchange
Education
Rutgers University-New Brunswick
Eugene Artemyeff's Bankers Trust Company Experience May 1978 - June 1980
Job Architect
Industry Architecture & Planning
Experience
Architectural Fiberglass Corporation July 2011 - February 2014
Smiros & Smiros Architects January 2008 - December 2008
ea architect April 1989 - January 2008
Drexel Burnham Lambert March 1986 - April 1989
A.I.P. Design Group, P.C. January 1983 - September 1985
Prudential Bache Securities, Incorporated July 1980 - January 1983
Bankers Trust Company May 1978 - June 1980
Skills
Architectural Design, Contractor Evaluation..., Construction Management, Site Inspections, Installation Evaluation, CAD, Real Estate Site..., Construction..., Architectures, Residential Design, Mixed-use, Sustainable Design, AutoCAD Architecture, Design Research
Education
Pratt Institute 1973 — 1976
Bachelor of Architecture (BArch), Architecture
New York City Community College - Voohees Campus 1971 — 1973
Associate in Architectural Technology, Architecture, Asked to give address as Valedictorian - turned it down
Architectural Fiberglass Corporation July 2011 - February 2014
Smiros & Smiros Architects January 2008 - December 2008
ea architect April 1989 - January 2008
Drexel Burnham Lambert March 1986 - April 1989
A.I.P. Design Group, P.C. January 1983 - September 1985
Prudential Bache Securities, Incorporated July 1980 - January 1983
Bankers Trust Company May 1978 - June 1980
Skills
Architectural Design, Contractor Evaluation..., Construction Management, Site Inspections, Installation Evaluation, CAD, Real Estate Site..., Construction..., Architectures, Residential Design, Mixed-use, Sustainable Design, AutoCAD Architecture, Design Research
Education
Pratt Institute 1973 — 1976
Bachelor of Architecture (BArch), Architecture
New York City Community College - Voohees Campus 1971 — 1973
Associate in Architectural Technology, Architecture, Asked to give address as Valedictorian - turned it down
thomas fasanella's Bankers Trust Company Experience August 1975 - January 1987
Job Senior Investment Strategist in The Private Bank at Wells Fargo Corporation
Industry Banking
Experience
Wells Fargo, The Private Bank November 2010 - Present
Wells Fargo Company September 2009 - November 2010
Wachovia Bank January 2005 - September 2009
Evergreen Investments/Wachovia January 1992 - January 2005
First Fidelity Bank January 1990 - December 1992
Shearson Lehman Brothers September 1987 - December 1990
Bankers Trust Company August 1975 - January 1987
Skills
Asset Management, Risk Management, Portfolio Management, High Net Worth..., Asset Allocation, Strategic Financial..., Mutual Funds, Investment Management, Insurance, Financial Advisory, Investments, Estate Planning, Wealth Management, Equities, Management, Finance, Financial Risk, Series 7, Financial Planning
Education
New York University
Diploma, Economics
St. Francis College
BA, Languages
Wells Fargo, The Private Bank November 2010 - Present
Wells Fargo Company September 2009 - November 2010
Wachovia Bank January 2005 - September 2009
Evergreen Investments/Wachovia January 1992 - January 2005
First Fidelity Bank January 1990 - December 1992
Shearson Lehman Brothers September 1987 - December 1990
Bankers Trust Company August 1975 - January 1987
Skills
Asset Management, Risk Management, Portfolio Management, High Net Worth..., Asset Allocation, Strategic Financial..., Mutual Funds, Investment Management, Insurance, Financial Advisory, Investments, Estate Planning, Wealth Management, Equities, Management, Finance, Financial Risk, Series 7, Financial Planning
Education
New York University
Diploma, Economics
St. Francis College
BA, Languages
Randy Kahn's Bankers Trust Company Experience May 1981 - November 1984
Job Owner, RANDY S. KAHN & ASSOCIATES
Industry Human Resources
Experience
RANDY S. KAHN & ASSOCIATES April 1989 - Present
Career Consultants, Inc May 1985 - April 1989
Bankers Trust Company May 1981 - November 1984
Skills
Recruiting, Management Consulting, HR Consulting, Temporary Placement, Employee Relations, Deferred Compensation, Program Management, Human Resources, Succession Planning, Career Counseling
Education
Michigan State University--Master's Degree in Psychology 1971 — 1972
Master of Arts (M.A.), Counseling Psychology
Ohio University--Bachelor's Degree in Psychology 1967 — 1971
RANDY S. KAHN & ASSOCIATES April 1989 - Present
Career Consultants, Inc May 1985 - April 1989
Bankers Trust Company May 1981 - November 1984
Skills
Recruiting, Management Consulting, HR Consulting, Temporary Placement, Employee Relations, Deferred Compensation, Program Management, Human Resources, Succession Planning, Career Counseling
Education
Michigan State University--Master's Degree in Psychology 1971 — 1972
Master of Arts (M.A.), Counseling Psychology
Ohio University--Bachelor's Degree in Psychology 1967 — 1971
Ruth Y. Webster's Bankers Trust Company Experience March 1982 - December 1994
Job
Industry Banking
Experience
College Study Now June 2009 - May 2014
U.S. Trust, Bank of America April 2006 - April 2009
Northern Trust Bank of Florida N.A., Naples, Florida April 2003 - January 2006
JP Morgan Chase July 2000 - November 2001
Union Bank of Switzerland March 1995 - May 2000
Bankers Trust Company March 1982 - December 1994
Education
Manning's High School
The University of Connecticut School of Business
MBA, Continuing Finance & Entrepreneurship
Pace University
BBA, Economics
New York University - Extension
Legal Certificate as Legal Assistant
American Institute of Banking
Standard Certificate, Banking
College Study Now June 2009 - May 2014
U.S. Trust, Bank of America April 2006 - April 2009
Northern Trust Bank of Florida N.A., Naples, Florida April 2003 - January 2006
JP Morgan Chase July 2000 - November 2001
Union Bank of Switzerland March 1995 - May 2000
Bankers Trust Company March 1982 - December 1994
Education
Manning's High School
The University of Connecticut School of Business
MBA, Continuing Finance & Entrepreneurship
Pace University
BBA, Economics
New York University - Extension
Legal Certificate as Legal Assistant
American Institute of Banking
Standard Certificate, Banking
Brendan E. Murray's Bankers Trust Company Experience 1998 - 1998
Job Independent Financial Services Professional
Industry Financial Services
Experience
Cornerstone Funds 1998 - 2002
Bankers Trust Company 1998 - 1998
The Bank of New York 1996 - 1998
ADP Investor Communications 1995 - 1996
Adler Coleman Clearing Corporation 1993 - 1995
Tucker Anthony - John Hancock Clearing 1991 - 1993
Edward Jones 1989 - 1991
Drexel Burnham Lambert, Inc 1987 - 1989
Smith Barney Harris Upham 1984 - 1987
Skills
Investments, Global Custody, Equities, Mutual Funds, Securities, Series 7, Asset Management, Financial Services, Hedge Funds, Banking, Trading, Relationship Management, Series 63, Back Office, Financial Markets, Process Improvement, Customer Service, Team Leadership, Public Speaking, Training, Employee Training, Risk Management, Investment Advisory, Alternative Investments, Capital Markets, Investment Banking, Credit, Bonds, Loans, Fixed Income, Financial Risk, ETFs, Funding, Middle Office, Settlement, Equity Trading, Private Banking, Cash Management, Structured Products, Trading Systems, 401k, Asset, Foreign Exchange, Fixed Annuities, Operational Risk, Securities Lending, 529 Plans, Transfer Agency, IRAs, Fund Of Funds
Education
Nyack College 1991 — 1994
BS, Organizational Management
University of Scranton 1980 — 1983
Accounting
St John the Baptist DHS 1976 — 1980
Cornerstone Funds 1998 - 2002
Bankers Trust Company 1998 - 1998
The Bank of New York 1996 - 1998
ADP Investor Communications 1995 - 1996
Adler Coleman Clearing Corporation 1993 - 1995
Tucker Anthony - John Hancock Clearing 1991 - 1993
Edward Jones 1989 - 1991
Drexel Burnham Lambert, Inc 1987 - 1989
Smith Barney Harris Upham 1984 - 1987
Skills
Investments, Global Custody, Equities, Mutual Funds, Securities, Series 7, Asset Management, Financial Services, Hedge Funds, Banking, Trading, Relationship Management, Series 63, Back Office, Financial Markets, Process Improvement, Customer Service, Team Leadership, Public Speaking, Training, Employee Training, Risk Management, Investment Advisory, Alternative Investments, Capital Markets, Investment Banking, Credit, Bonds, Loans, Fixed Income, Financial Risk, ETFs, Funding, Middle Office, Settlement, Equity Trading, Private Banking, Cash Management, Structured Products, Trading Systems, 401k, Asset, Foreign Exchange, Fixed Annuities, Operational Risk, Securities Lending, 529 Plans, Transfer Agency, IRAs, Fund Of Funds
Education
Nyack College 1991 — 1994
BS, Organizational Management
University of Scranton 1980 — 1983
Accounting
St John the Baptist DHS 1976 — 1980
Christopher Palermo's Bankers Trust Company Experience April 1994 - May 1999
Job Vice President at JPMChase
Industry Financial Services
Experience
JPMChase September 2010 - Present
Deutsche Bank May 2007 - June 2010
The Bank of New York May 1999 - May 2007
Bankers Trust Company April 1994 - May 1999
Education
Northeastern University 1988 — 1993
International Business and Management
JPMChase September 2010 - Present
Deutsche Bank May 2007 - June 2010
The Bank of New York May 1999 - May 2007
Bankers Trust Company April 1994 - May 1999
Education
Northeastern University 1988 — 1993
International Business and Management
William Aitchison's Bankers Trust Company Experience April 1990 - December 1998
Job Systems Development Consultant / Engineer at Affiliated Computer Services
Industry Information Technology and Services
Experience
Xerox Business Services, LLC December 1999 - Present
Deutsche Bank December 1998 - December 1999
Bankers Trust Company April 1990 - December 1998
Bankers Trust - BT Factors September 1987 - March 1990
Education
Polytechnic University 1997 — 1999
Master of Science, Information Systems Engineering
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.)
SUNY Rockland Community College
Associate's Degree, Business Administration and Management, General
Xerox Business Services, LLC December 1999 - Present
Deutsche Bank December 1998 - December 1999
Bankers Trust Company April 1990 - December 1998
Bankers Trust - BT Factors September 1987 - March 1990
Education
Polytechnic University 1997 — 1999
Master of Science, Information Systems Engineering
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.)
SUNY Rockland Community College
Associate's Degree, Business Administration and Management, General
Greg Quental's Bankers Trust Company Experience 1991 - 1997
Job CEO, JP Morgan Securities at J.P. Morgan
Industry Banking
Experience
J.P. Morgan Senior Managing DirectorBear Stearns2003 - 2008
Barclays Capital 1997 - 1999
Bankers Trust Company 1991 - 1997
Chase Manhattan Bank 1981 - 1991
Education
Providence College
J.P. Morgan Senior Managing DirectorBear Stearns2003 - 2008
Barclays Capital 1997 - 1999
Bankers Trust Company 1991 - 1997
Chase Manhattan Bank 1981 - 1991
Education
Providence College
Maxine Katz's Bankers Trust Company Experience 1971 - 1999
Job Career Counselor at JEVS Human Services
Industry Nonprofit Organization Management
Experience
JEVS Human Services 2004 - Present
American Friends of The Hebrew University 2000 - 2005
Bankers Trust Company 1971 - 1999
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning
Education
Douglass College
Bachelor of Arts (B.A.), Psychology
New Jersey City University
Master of Arts (M.A.), Sociology
JEVS Human Services 2004 - Present
American Friends of The Hebrew University 2000 - 2005
Bankers Trust Company 1971 - 1999
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning
Education
Douglass College
Bachelor of Arts (B.A.), Psychology
New Jersey City University
Master of Arts (M.A.), Sociology
Gregory Case's Bankers Trust Company Experience September 1984 - June 1986
Job Cofounder and Managing Partner at Peak Equity Partners
Industry Venture Capital & Private Equity
Experience
Peak Equity Partners April 2014 - Present
LLR Partners September 2008 - April 2013
Apax Partners July 1991 - February 2007
Investments Orange Nassau July 1986 - July 1989
Bankers Trust Company September 1984 - June 1986
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
Middlebury College 1980 — 1984
BA, Economics, Magna Cum Laude
The London School of Economics and Political Science (LSE) 1982 — 1983
Certificate, Economics
Peak Equity Partners April 2014 - Present
LLR Partners September 2008 - April 2013
Apax Partners July 1991 - February 2007
Investments Orange Nassau July 1986 - July 1989
Bankers Trust Company September 1984 - June 1986
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
Middlebury College 1980 — 1984
BA, Economics, Magna Cum Laude
The London School of Economics and Political Science (LSE) 1982 — 1983
Certificate, Economics
Cyril Hunt's Bankers Trust Company Experience January 1973 - January 1980
Job Transformation Coach at Active Operations Management North America Inc.
Industry Financial Services
Experience
Active Operations Management North America Inc. May 2011 - Present
Morgan Stanley September 1987 - August 2010
Morgan Stanley Dean Witter January 1994 - January 2002
Mutual Funds Transfer Agency (MSDWTCFSB) January 1987 - January 1994
The Bank of New York May 1980 - July 1987
Bankers Trust Company January 1973 - January 1980
Education
American Institute of Banking 1980 — 1983
Commerical Banking
Pace University 1975 — 1979
Finance
New York Community College 1972 — 1975
Electrical Technology
Active Operations Management North America Inc. May 2011 - Present
Morgan Stanley September 1987 - August 2010
Morgan Stanley Dean Witter January 1994 - January 2002
Mutual Funds Transfer Agency (MSDWTCFSB) January 1987 - January 1994
The Bank of New York May 1980 - July 1987
Bankers Trust Company January 1973 - January 1980
Education
American Institute of Banking 1980 — 1983
Commerical Banking
Pace University 1975 — 1979
Finance
New York Community College 1972 — 1975
Electrical Technology
Vincent Macri's Bankers Trust Company Experience 1984 - 1995
Job Senior Programmer at DTCC
Industry Financial Services
Experience
DTCC November 2010 - Present
Morgan Stanley Smith Barney March 2000 - October 2010
PwC July 1999 - March 2000
Sony Electronics June 1998 - June 1999
Buck Consultants 1995 - 1998
Bankers Trust Company 1984 - 1995
Skills
Visio, SDLC, Business Analysis, Vendor Management, Business Process, Trading Systems, Fixed Income, Leadership, DB2, COBOL, Financial Services, User Acceptance Testing, Requirements Gathering, Business Requirements, Systems Analysis, Software Project..., PMO, Requirements Analysis, IT Strategy
Education
Chubb Institute 1993 — 1995
Programming Certificate, Mainframe
Ramapo College of New Jersey 1980 — 1984
BS, Business, Marketing, Human Resources
DTCC November 2010 - Present
Morgan Stanley Smith Barney March 2000 - October 2010
PwC July 1999 - March 2000
Sony Electronics June 1998 - June 1999
Buck Consultants 1995 - 1998
Bankers Trust Company 1984 - 1995
Skills
Visio, SDLC, Business Analysis, Vendor Management, Business Process, Trading Systems, Fixed Income, Leadership, DB2, COBOL, Financial Services, User Acceptance Testing, Requirements Gathering, Business Requirements, Systems Analysis, Software Project..., PMO, Requirements Analysis, IT Strategy
Education
Chubb Institute 1993 — 1995
Programming Certificate, Mainframe
Ramapo College of New Jersey 1980 — 1984
BS, Business, Marketing, Human Resources
Timothy Loverich's Bankers Trust Company Experience 1993 - 1996
Job Director Portfolio Management, CTO North America at Pearson plc
Industry Publishing
Experience
Pearson January 2014 - Present
Pearson 2011 - 2013
Pearson 2003 - 2010
Pearson 2001 - 2003
Bankers Trust Company 1993 - 1996
Lotus Development Corporation 1992 - 1993
The Dun and Bradstreet Corporation 1990 - 1992
Deloitte 1989 - 1990
Skills
IT Strategy, IT Outsourcing, Portfolio Management, Application Portfolio..., Program Management, Technology Management, Technology Roadmapping, IT Financial Management, IT Investment Management, Enterprise Architecture, Governance, Business Process, Business Case, Enterprise Software, Vendor Management, Contract Management, Organizational Design, Software Quality..., Software Project..., KPI Dashboards, ERP, CRM, Royalties, Rights Management, Customer Experience..., SOX Compliancy, Business Continuity, Disaster Recovery
Education
Montclair State University 1983 — 1987
BS - Finance, Finance
Montclair State University 1982 — 1987
Bachelor of Arts (B.A.), Business Administration and Management, General
Pearson January 2014 - Present
Pearson 2011 - 2013
Pearson 2003 - 2010
Pearson 2001 - 2003
Bankers Trust Company 1993 - 1996
Lotus Development Corporation 1992 - 1993
The Dun and Bradstreet Corporation 1990 - 1992
Deloitte 1989 - 1990
Skills
IT Strategy, IT Outsourcing, Portfolio Management, Application Portfolio..., Program Management, Technology Management, Technology Roadmapping, IT Financial Management, IT Investment Management, Enterprise Architecture, Governance, Business Process, Business Case, Enterprise Software, Vendor Management, Contract Management, Organizational Design, Software Quality..., Software Project..., KPI Dashboards, ERP, CRM, Royalties, Rights Management, Customer Experience..., SOX Compliancy, Business Continuity, Disaster Recovery
Education
Montclair State University 1983 — 1987
BS - Finance, Finance
Montclair State University 1982 — 1987
Bachelor of Arts (B.A.), Business Administration and Management, General
Leon Roisenberg's Bankers Trust Company Experience 1991 - 1995
Job Senior Portfolio Manager / Director of Research
Industry Investment Management
Experience
Aberdeen Financial LLC 2012 - Present
BlackRock 2006 - 2011
Merrill Lynch Investment Management 2001 - 2006
J.P. Morgan Investment Management 1996 - 2000
Bankers Trust Company 1991 - 1995
Skills
Equities, Portfolio Management, Quantitative Research, Statistical Arbitrage, Risk Management, Stock Selection, Portfolio Construction, Multi Factor Models, Market Neutral, Event Driven Strategies, Arbitrage Strategies, News Analytics, Hedge Funds, Capital Markets, Analytics, Investments, Financial Risk, Investment Strategies, Stock Picking, Equity Research
Education
Columbia University - Graduate School of Business 1990 — 1991
Master of Business Administration
Massachusetts Institute of Technology 1982 — 1986
Bachelor of Science
Aberdeen Financial LLC 2012 - Present
BlackRock 2006 - 2011
Merrill Lynch Investment Management 2001 - 2006
J.P. Morgan Investment Management 1996 - 2000
Bankers Trust Company 1991 - 1995
Skills
Equities, Portfolio Management, Quantitative Research, Statistical Arbitrage, Risk Management, Stock Selection, Portfolio Construction, Multi Factor Models, Market Neutral, Event Driven Strategies, Arbitrage Strategies, News Analytics, Hedge Funds, Capital Markets, Analytics, Investments, Financial Risk, Investment Strategies, Stock Picking, Equity Research
Education
Columbia University - Graduate School of Business 1990 — 1991
Master of Business Administration
Massachusetts Institute of Technology 1982 — 1986
Bachelor of Science
Daniel Duffy's Bankers Trust Company Experience October 1987 - March 1991
Job Senior Managing Director at Ally Commercial Finance
Industry
Experience
Ally Commercial Finance July 2012 - Present
Monroe Capital January 2011 - June 2012
CapitalSource April 2003 - January 2010
GE Capital October 2001 - April 2003
Heller Financial March 1991 - October 2001
Bankers Trust Company October 1987 - March 1991
Education
Northern Illinois University 1980 — 1985
Bachelor of Science (B.S.), Accounting
Ally Commercial Finance July 2012 - Present
Monroe Capital January 2011 - June 2012
CapitalSource April 2003 - January 2010
GE Capital October 2001 - April 2003
Heller Financial March 1991 - October 2001
Bankers Trust Company October 1987 - March 1991
Education
Northern Illinois University 1980 — 1985
Bachelor of Science (B.S.), Accounting
Edward Taibi's Bankers Trust Company Experience August 1991 - April 1998
Job Fixed Income Trader, Global Wealth Management Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 1998 - Present
Bankers Trust Company August 1991 - April 1998
Education
Queens College
Bachelor's Degree, Accounting
Saint John's University
Master of Business Administration (M.B.A.), Finance
Morgan Stanley April 1998 - Present
Bankers Trust Company August 1991 - April 1998
Education
Queens College
Bachelor's Degree, Accounting
Saint John's University
Master of Business Administration (M.B.A.), Finance
Sally Chu's Bankers Trust Company Experience September 1982 - June 1986
Job
Industry Financial Services
Experience
MasterCard International Inc. August 2010 - Present
BD March 2001 - August 2010
Honeywell March 1994 - March 2001
Honeywell international Inc. September 1996 - June 1998
Sandvik November 1990 - March 1994
Feldman Radin and Feinsod June 1988 - November 1990
Bankers Trust Company September 1982 - June 1986
Skills
Tax, CPA, Corporate Tax, Tax Accounting, Financial Analysis, State Tax, Tax Preparation, Sales & Use Tax, Financial Reporting, Internal Controls, Tax Research, SOX Compliancy, Accounting, Sarbanes-Oxley Act, US GAAP, Audit Management, State Tax Planning, Process Improvement, Mergers, Corptax Certified..., Mergers
Education
University of Washington, Michael G. Foster School of Business 1980 — 1982
Master of Business Administration (MBA)
National Taiwan University 1976 — 1980
Bachelor of Arts (B.A.)
MasterCard International Inc. August 2010 - Present
BD March 2001 - August 2010
Honeywell March 1994 - March 2001
Honeywell international Inc. September 1996 - June 1998
Sandvik November 1990 - March 1994
Feldman Radin and Feinsod June 1988 - November 1990
Bankers Trust Company September 1982 - June 1986
Skills
Tax, CPA, Corporate Tax, Tax Accounting, Financial Analysis, State Tax, Tax Preparation, Sales & Use Tax, Financial Reporting, Internal Controls, Tax Research, SOX Compliancy, Accounting, Sarbanes-Oxley Act, US GAAP, Audit Management, State Tax Planning, Process Improvement, Mergers, Corptax Certified..., Mergers
Education
University of Washington, Michael G. Foster School of Business 1980 — 1982
Master of Business Administration (MBA)
National Taiwan University 1976 — 1980
Bachelor of Arts (B.A.)
W. Douglas Cadogan's Bankers Trust Company Experience March 1972 - June 1985
Job
Industry Commercial Real Estate
Experience
Muss Developoment, LLC October 1992 - March 2013
Caisse Nationale De Credit Agricole - New York Branck January 1990 - October 1992
Saitama Bank July 1989 - January 1990
First National Bank of Chicago July 1985 - July 1989
Bankers Trust Company March 1972 - June 1985
Skills
Microsoft Office, Budgets, Outlook, Microsoft Word, Negotiation, Strategic Planning, English, Research, Real Estate, Microsoft Excel, Portfolio Management
Education
Bankers Trust Company's Commercial Banking Training Program 1978 — 1979
Pace University 1972 — 1978
Bachelor of Business Administration (BBA), Real Estate, Cum Laude
Muss Developoment, LLC October 1992 - March 2013
Caisse Nationale De Credit Agricole - New York Branck January 1990 - October 1992
Saitama Bank July 1989 - January 1990
First National Bank of Chicago July 1985 - July 1989
Bankers Trust Company March 1972 - June 1985
Skills
Microsoft Office, Budgets, Outlook, Microsoft Word, Negotiation, Strategic Planning, English, Research, Real Estate, Microsoft Excel, Portfolio Management
Education
Bankers Trust Company's Commercial Banking Training Program 1978 — 1979
Pace University 1972 — 1978
Bachelor of Business Administration (BBA), Real Estate, Cum Laude
Kevin Bertscha, CPA's Bankers Trust Company Experience June 1993 - October 1998
Job Managing Director, Internal Audit Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company October 1998 - Present
Planet Financial Inc. January 2002 - December 2009
Bankers Trust Company June 1993 - October 1998
Johnson & Johnson January 1991 - May 1993
Skills
Accounting, Internal Audit, Finance, Brokerage, Risk Management, Risk Assessment
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1989 — 1993
Bachelor of Science (B.S.), Accounting
Pershing, a BNY Mellon company October 1998 - Present
Planet Financial Inc. January 2002 - December 2009
Bankers Trust Company June 1993 - October 1998
Johnson & Johnson January 1991 - May 1993
Skills
Accounting, Internal Audit, Finance, Brokerage, Risk Management, Risk Assessment
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1989 — 1993
Bachelor of Science (B.S.), Accounting
Mary Ann Incalcaterra's Bankers Trust Company Experience October 1982 - January 1986
Job Medical Secretary at Winthrop University Hospital
Industry Medical Practice
Experience
Winthrop University Hospital March 2013 - Present
Winthrop University Hospital November 1994 - March 2013
Bankers Trust Company October 1982 - January 1986
Skills
Highly detail oriented, Health Insurance, Conscientious, Organized Multi-tasker, Medical Billing, Helping Clients, Reliable
Education
Marymount Manhattan College 1983 — 1986
Bachelor of Arts, Business Management
Queensborough Community College 1975 — 1978
Associates of Art, Liberal Arts and Sciences/Liberal Studies
Winthrop University Hospital March 2013 - Present
Winthrop University Hospital November 1994 - March 2013
Bankers Trust Company October 1982 - January 1986
Skills
Highly detail oriented, Health Insurance, Conscientious, Organized Multi-tasker, Medical Billing, Helping Clients, Reliable
Education
Marymount Manhattan College 1983 — 1986
Bachelor of Arts, Business Management
Queensborough Community College 1975 — 1978
Associates of Art, Liberal Arts and Sciences/Liberal Studies
Raymond Decker's Bankers Trust Company Experience August 1984 - June 1985
Job Managing Director, Head of Institutional Defined Contribution Client Service at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein February 2014 - Present
AllianceBernstein September 2005 - February 2014
Morgan Stanley April 2002 - September 2005
Morgan Stanley September 1997 - April 2002
U.S. Trust Company January 1996 - September 1997
Merrill Lynch September 1993 - January 1996
Merrill Lynch September 1990 - September 1993
Buck Consultants, Inc. June 1985 - September 1990
Bankers Trust Company August 1984 - June 1985
Skills
Institutional Client..., Retirement Plans, Defined Contribution..., 401(k), Product Management, DC Plan..., DC Product Marketing, Participant..., Asset Allocation, Series 7, Investment Management, Equities, Fixed Income, Asset Management, Retirement, Client Services, IRAs, 401k
Education
Rutgers University-New Brunswick
Bachelor's degree, Economics
AllianceBernstein February 2014 - Present
AllianceBernstein September 2005 - February 2014
Morgan Stanley April 2002 - September 2005
Morgan Stanley September 1997 - April 2002
U.S. Trust Company January 1996 - September 1997
Merrill Lynch September 1993 - January 1996
Merrill Lynch September 1990 - September 1993
Buck Consultants, Inc. June 1985 - September 1990
Bankers Trust Company August 1984 - June 1985
Skills
Institutional Client..., Retirement Plans, Defined Contribution..., 401(k), Product Management, DC Plan..., DC Product Marketing, Participant..., Asset Allocation, Series 7, Investment Management, Equities, Fixed Income, Asset Management, Retirement, Client Services, IRAs, 401k
Education
Rutgers University-New Brunswick
Bachelor's degree, Economics
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation