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
Manette Derosa Manette Derosa's Bankers Trust Company Experience 1974 - 1983
Job Principal Clerk Assistant to Plant Facilities Admin at Shoreham Wading River School District
Industry Facilities Services
Experience
Shoreham Wading River School District 2001 - Present
Bankers Trust Company 1974 - 1983
Skills
Microsoft Office, Customer Service, Microsoft Excel, Team Management, Access, Research, Contract Negotiation, Strategic Planning, Time Management, Administration, Negotiation, Operations Management, Coaching
Education
Suffolk County Community College 2004 — 2010
Associate's degree, Women's Studies, 4.0
Shoreham Wading River School District 2001 - Present
Bankers Trust Company 1974 - 1983
Skills
Microsoft Office, Customer Service, Microsoft Excel, Team Management, Access, Research, Contract Negotiation, Strategic Planning, Time Management, Administration, Negotiation, Operations Management, Coaching
Education
Suffolk County Community College 2004 — 2010
Associate's degree, Women's Studies, 4.0
Denise Huibregtse Traenkle Denise Huibregtse Traenkle's Bankers Trust Company Experience 1992 - 1995
Job Financial Systems Program Manager/ Director
Industry Automotive
Experience
Cummins Inc. 2011 - Present
Cummins Inc. 2008 - 2011
Cummins Inc. 2005 - 2007
Linedata Services SA 1999 - 2005
Amplicon Financial 1995 - 1997
Bankers Trust Company 1992 - 1995
Skills
Business Intelligence, Business Analysis, Business Process..., Vendor Management, Management, Change Management, IT Project & Program..., Finance System..., Six Sigma, Project Management, Requirements Gathering, Project Manager..., Hyperion EPM, Business Process Mapping, International Project..., Corporate Finance, Banking, Cross-functional Team..., PMP, Program Management
Education
University of California, Irvine 1988 — 1992
Bachelor's degree
Project Management Professional (PMP)
Certified 2005
Cummins Inc.
Six Sigma Green Belt – 2006
Cummins Inc.
Certified Six Sigma Green Belt Sponsor – 2013
Cummins Inc. 2011 - Present
Cummins Inc. 2008 - 2011
Cummins Inc. 2005 - 2007
Linedata Services SA 1999 - 2005
Amplicon Financial 1995 - 1997
Bankers Trust Company 1992 - 1995
Skills
Business Intelligence, Business Analysis, Business Process..., Vendor Management, Management, Change Management, IT Project & Program..., Finance System..., Six Sigma, Project Management, Requirements Gathering, Project Manager..., Hyperion EPM, Business Process Mapping, International Project..., Corporate Finance, Banking, Cross-functional Team..., PMP, Program Management
Education
University of California, Irvine 1988 — 1992
Bachelor's degree
Project Management Professional (PMP)
Certified 2005
Cummins Inc.
Six Sigma Green Belt – 2006
Cummins Inc.
Certified Six Sigma Green Belt Sponsor – 2013
John Leekley John Leekley's Bankers Trust Company Experience June 1994 - January 1998
Job Founder & CEO, RemoteDepositCapture.com
Industry Financial Services
Experience
RemoteDepositCapture.com April 2005 - Present
HSBC Bank USA February 2004 - April 2005
Blue Mountain Consulting, LLC August 2002 - January 2004
Deutsche Bank January 1998 - July 2000
Bankers Trust Company June 1994 - January 1998
Skills
Marketing, Technical Analysis, Payments, Product Management, Financial Services, Banking, Entrepreneurship, Relationship Management, Portfolio Management, Mergers, Corporate Finance, Risk Management, Electronic Payments, Strategy, Cash Management, Financial Analysis, Competitive Analysis, SaaS, Business Strategy, Business Development, Mergers & Acquisitions, Commercial Banking, Financial Institutions, Treasury Management, Marketing Strategy, Executive Management, Strategic Partnerships, Analysis, Mobile Payments, Payment Systems, Leadership, Start-ups, Payment Card Processing, Credit Cards, Merchant Services, Internet Banking, E-payments
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Management, Entrepreneurship
St. Lawrence University 1989 — 1994
BA, Economics
RemoteDepositCapture.com April 2005 - Present
HSBC Bank USA February 2004 - April 2005
Blue Mountain Consulting, LLC August 2002 - January 2004
Deutsche Bank January 1998 - July 2000
Bankers Trust Company June 1994 - January 1998
Skills
Marketing, Technical Analysis, Payments, Product Management, Financial Services, Banking, Entrepreneurship, Relationship Management, Portfolio Management, Mergers, Corporate Finance, Risk Management, Electronic Payments, Strategy, Cash Management, Financial Analysis, Competitive Analysis, SaaS, Business Strategy, Business Development, Mergers & Acquisitions, Commercial Banking, Financial Institutions, Treasury Management, Marketing Strategy, Executive Management, Strategic Partnerships, Analysis, Mobile Payments, Payment Systems, Leadership, Start-ups, Payment Card Processing, Credit Cards, Merchant Services, Internet Banking, E-payments
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Management, Entrepreneurship
St. Lawrence University 1989 — 1994
BA, Economics
Jacob Pruitt Jacob Pruitt's Bankers Trust Company Experience September 1992 - January 1999
Job Vice President Head of Client Administration
Industry Financial Services
Experience
T. Rowe Price February 2014 - Present
The Vanguard Group July 2007 - February 2014
Fidelity Investments 1999 - 2007
Bankers Trust Company September 1992 - January 1999
United States Marine Corps May 1987 - May 1995
Skills
Financial Services, Sales Management, Relationship Management, ETFs, 401k, Strategic Planning, Change Management, Mutual Funds, Operations Management, Business Strategy
Education
Stanford University Graduate School of Business
University of Chicago
Sales Management
Tennessee State University
BS, Political Science\Business
T. Rowe Price February 2014 - Present
The Vanguard Group July 2007 - February 2014
Fidelity Investments 1999 - 2007
Bankers Trust Company September 1992 - January 1999
United States Marine Corps May 1987 - May 1995
Skills
Financial Services, Sales Management, Relationship Management, ETFs, 401k, Strategic Planning, Change Management, Mutual Funds, Operations Management, Business Strategy
Education
Stanford University Graduate School of Business
University of Chicago
Sales Management
Tennessee State University
BS, Political Science\Business
Bob Foley Bob Foley's Bankers Trust Company Experience August 1993 - June 1997
Job Managing Director, TPG Special Situations Partners
Industry Commercial Real Estate
Experience
TPG Special Situations Partners April 2013 - Present
Foley Advisors LLC January 2013 - April 2013
Gramercy Capital Corp. April 2008 - March 2012
Gramercy Capital Corp. July 2004 - April 2008
Goldman, Sachs & Co. June 1997 - May 2004
Bankers Trust Company August 1993 - June 1997
Bankers Trust Company April 1989 - July 1993
Bankers Trust Companay July 1988 - April 1989
Touche Ross & Co. July 1981 - August 1986
Skills
Capital Markets, Syndications, Finance, Real Estate Economics, Asset Management, Due Diligence, Real Estate Development, Real Estate, Leases, Commercial Real Estate, Corporate Real Estate, Valuation, General Corporate..., Corporate Acquisitions, Structured Finance, Distressed Debt
Education
University of Pennsylvania - The Wharton School 1986 — 1988
Master of Business Administration (MBA), Real Estate Finance
Stanford University 1977 — 1981
Bachelor of Arts (B.A.), Economics and Political Science
TPG Special Situations Partners April 2013 - Present
Foley Advisors LLC January 2013 - April 2013
Gramercy Capital Corp. April 2008 - March 2012
Gramercy Capital Corp. July 2004 - April 2008
Goldman, Sachs & Co. June 1997 - May 2004
Bankers Trust Company August 1993 - June 1997
Bankers Trust Company April 1989 - July 1993
Bankers Trust Companay July 1988 - April 1989
Touche Ross & Co. July 1981 - August 1986
Skills
Capital Markets, Syndications, Finance, Real Estate Economics, Asset Management, Due Diligence, Real Estate Development, Real Estate, Leases, Commercial Real Estate, Corporate Real Estate, Valuation, General Corporate..., Corporate Acquisitions, Structured Finance, Distressed Debt
Education
University of Pennsylvania - The Wharton School 1986 — 1988
Master of Business Administration (MBA), Real Estate Finance
Stanford University 1977 — 1981
Bachelor of Arts (B.A.), Economics and Political Science
Thaddeus Duchnowski Thaddeus Duchnowski's Bankers Trust Company Experience April 1994 - August 1998
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2000 - Present
Deutsche Bank August 1998 - May 2000
Bankers Trust Company April 1994 - August 1998
Bankers Trust Company June 1992 - April 1994
Skills
Equities, Fixed Income, Asset Management, Investments, Hedge Funds, Portfolio Management, Capital Markets, Securities, Investment Banking, Derivatives, Mutual Funds, Financial Services, Banking, Cash Management, Finance, Executive Management, Global Custody, Mergers, Strategic Sales..., Risk Management
Education
St. Peter's College 1985 — 1989
Business Administration and Management, General
BNY Mellon May 2000 - Present
Deutsche Bank August 1998 - May 2000
Bankers Trust Company April 1994 - August 1998
Bankers Trust Company June 1992 - April 1994
Skills
Equities, Fixed Income, Asset Management, Investments, Hedge Funds, Portfolio Management, Capital Markets, Securities, Investment Banking, Derivatives, Mutual Funds, Financial Services, Banking, Cash Management, Finance, Executive Management, Global Custody, Mergers, Strategic Sales..., Risk Management
Education
St. Peter's College 1985 — 1989
Business Administration and Management, General
Marc F. Fiore Marc F. Fiore's Bankers Trust Company Experience July 1994 - June 1997
Job Executive Director, Marketing at MSCI
Industry Financial Services
Experience
MSCI Inc. September 2014 - Present
MSCI Inc. January 2006 - August 2014
Misys/Almonde July 2004 - December 2005
AXA January 1999 - June 2004
Start-Up July 1997 - December 1998
Bankers Trust Company July 1994 - June 1997
AMERICAN EXPRESS May 1993 - June 1994
Danone Group September 1987 - May 1992
Skills
Marketing Strategy, Marketing, Strategic Partnerships, Business Strategy, Relationship Marketing, Cross-functional Team..., Marketing Communications, Financial Services, Business Development, Management, Entrepreneurship, Digital Marketing, Brand Development, Global Management, Strategic Planning, Cross-cultural, Equities, Risk Management, Global Strategy, Global Marketing, International Marketing, Brand Developement, Online Advertising, E-business, Internet Strategy, Business Turnaround, Indexing
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
Master of Business Administration (M.B.A.), Finance & International Business
IEP Paris 1985 — 1987
Bachelor of Business Administration (B.B.A.), Marketing
University of Nancy, France 1982 — 1985
Bachelor of Laws (LL.B.), Public Law
MSCI Inc. September 2014 - Present
MSCI Inc. January 2006 - August 2014
Misys/Almonde July 2004 - December 2005
AXA January 1999 - June 2004
Start-Up July 1997 - December 1998
Bankers Trust Company July 1994 - June 1997
AMERICAN EXPRESS May 1993 - June 1994
Danone Group September 1987 - May 1992
Skills
Marketing Strategy, Marketing, Strategic Partnerships, Business Strategy, Relationship Marketing, Cross-functional Team..., Marketing Communications, Financial Services, Business Development, Management, Entrepreneurship, Digital Marketing, Brand Development, Global Management, Strategic Planning, Cross-cultural, Equities, Risk Management, Global Strategy, Global Marketing, International Marketing, Brand Developement, Online Advertising, E-business, Internet Strategy, Business Turnaround, Indexing
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
Master of Business Administration (M.B.A.), Finance & International Business
IEP Paris 1985 — 1987
Bachelor of Business Administration (B.B.A.), Marketing
University of Nancy, France 1982 — 1985
Bachelor of Laws (LL.B.), Public Law
Winston Haydon Winston Haydon's Bankers Trust Company Experience 1981 - 1992
Job Chief Financial Officer at HPONE
Industry Hospital & Health Care
Experience
HPONE March 2015 - Present
Alvarez & Marsal June 2013 - February 2015
Progressus Therapy 2012 - 2013
Solantic 2009 - 2011
Avalon Healthcare 2006 - 2009
Central PA Consulting 2005 - 2005
Oxford Health Plans 1994 - 2004
Emergeco 1992 - 1994
Bankers Trust Company 1981 - 1992
Skills
Financial Analysis, Mergers & Acquisitions, Process Improvement, Managerial Finance, Leadership, Financial Reporting, Analysis, Financial Modeling, Team Building, Change Management, Forecasting, Microsoft Excel, Management, Finance, Start-ups, Business Planning, Mergers, Strategy, Business Strategy, Business Analysis, Accounting, Financial Accounting, Due Diligence, Budgets, Strategic Planning, Corporate Finance, Turn Around Management, Restructuring, Internal Controls, Auditing, Healthcare, Healthcare Management, Venture Capital, Private Equity, Contract Negotiation, Corporate Development, Managed Care, Health Insurance, Financial Planning, Sarbanes-Oxley Act, Entrepreneurship, Investments, Executive Management
Education
The Johns Hopkins University 1975 — 1979
Bachelor's degree, Political Science
HPONE March 2015 - Present
Alvarez & Marsal June 2013 - February 2015
Progressus Therapy 2012 - 2013
Solantic 2009 - 2011
Avalon Healthcare 2006 - 2009
Central PA Consulting 2005 - 2005
Oxford Health Plans 1994 - 2004
Emergeco 1992 - 1994
Bankers Trust Company 1981 - 1992
Skills
Financial Analysis, Mergers & Acquisitions, Process Improvement, Managerial Finance, Leadership, Financial Reporting, Analysis, Financial Modeling, Team Building, Change Management, Forecasting, Microsoft Excel, Management, Finance, Start-ups, Business Planning, Mergers, Strategy, Business Strategy, Business Analysis, Accounting, Financial Accounting, Due Diligence, Budgets, Strategic Planning, Corporate Finance, Turn Around Management, Restructuring, Internal Controls, Auditing, Healthcare, Healthcare Management, Venture Capital, Private Equity, Contract Negotiation, Corporate Development, Managed Care, Health Insurance, Financial Planning, Sarbanes-Oxley Act, Entrepreneurship, Investments, Executive Management
Education
The Johns Hopkins University 1975 — 1979
Bachelor's degree, Political Science
Robert (Bob) Sauchelli Robert (Bob) Sauchelli's Bankers Trust Company Experience July 1977 - January 1989
Job National Program Manager at US EPA ENERGY STAR Program Retired April 1, 2015
Industry Government Administration
Experience
US EPA ENERGY STAR Program September 1994 - Present
Environmental Energy Efficiency Services September 1992 - August 1994
Brooklyn Ecumenical Cooperatives June 1990 - July 1992
Bankers Trust Company July 1977 - January 1989
Skills
Energy Efficiency..., Project Management, Environmental Awareness, Energy, Energy Star, Energy Efficiency, Contract Management, Program Management, Community Outreach, Management, Community Development, New Business Development, Government, Sustainability, Energy Policy, Environmental Policy
Education
University of Connecticut 1970 — 1972
MBA, Industrial Administration
Villanova University 1965 — 1969
BS in Business Adminiatration, Accounting, Finance, English
US EPA ENERGY STAR Program September 1994 - Present
Environmental Energy Efficiency Services September 1992 - August 1994
Brooklyn Ecumenical Cooperatives June 1990 - July 1992
Bankers Trust Company July 1977 - January 1989
Skills
Energy Efficiency..., Project Management, Environmental Awareness, Energy, Energy Star, Energy Efficiency, Contract Management, Program Management, Community Outreach, Management, Community Development, New Business Development, Government, Sustainability, Energy Policy, Environmental Policy
Education
University of Connecticut 1970 — 1972
MBA, Industrial Administration
Villanova University 1965 — 1969
BS in Business Adminiatration, Accounting, Finance, English
Donald S. Richards Donald S. Richards's Bankers Trust Company Experience 1989 - 1992
Job President, Investigations International, Inc.
Industry Security and Investigations
Experience
Investigations International, Inc. January 2006 - Present
Berger & Montague, PC 2004 - 2010
Bernstein Liebhard LLP July 2001 - December 2003
Bankers Trust Company 1989 - 1992
FBI Headquarters 1984 - 1989
Skills
Fraud, Private Investigations, Background Checks, Internal Investigations, Corporate Security, Investigation, Due Diligence, Litigation, Certified Fraud Examiner, Executive Protection, Surveillance, FCPA, Litigation Support, Criminal Investigations, Forensic Analysis, Computer Forensics, Interrogation, Evidence, Security Operations, Enforcement, Protection, Counterintelligence, Expert Witness, Security Training, Asset Protection, Security Management, Criminal Justice, Counterterrorism, Interviews, Security Audits, Physical Security, Investigative Reporting, Homeland Security, Fraud Prevention
Education
University of San Francisco 1977 — 1980
MBA, Banking, Corporate, Finance, and Securities Law
The University of New Mexico 1965 — 1971
Bachelor's, Accounting and Business/Management
Investigations International, Inc. January 2006 - Present
Berger & Montague, PC 2004 - 2010
Bernstein Liebhard LLP July 2001 - December 2003
Bankers Trust Company 1989 - 1992
FBI Headquarters 1984 - 1989
Skills
Fraud, Private Investigations, Background Checks, Internal Investigations, Corporate Security, Investigation, Due Diligence, Litigation, Certified Fraud Examiner, Executive Protection, Surveillance, FCPA, Litigation Support, Criminal Investigations, Forensic Analysis, Computer Forensics, Interrogation, Evidence, Security Operations, Enforcement, Protection, Counterintelligence, Expert Witness, Security Training, Asset Protection, Security Management, Criminal Justice, Counterterrorism, Interviews, Security Audits, Physical Security, Investigative Reporting, Homeland Security, Fraud Prevention
Education
University of San Francisco 1977 — 1980
MBA, Banking, Corporate, Finance, and Securities Law
The University of New Mexico 1965 — 1971
Bachelor's, Accounting and Business/Management
Lee Buckner Lee Buckner's Bankers Trust Company Experience June 1988 - July 1992
Job Managing General Partner at Global Leveraged Capital
Industry Financial Services
Experience
Global Leveraged Capital June 2006 - Present
BNP Paribas January 1992 - June 2006
Bankers Trust Company June 1988 - July 1992
Levi Strauss & Co. June 1982 - June 1986
McKinsey & Company July 1979 - April 1982
Skills
Merchant Banking, Investment Banking, Portfolio Management, Investments, Asset Management, Equities, Private Equity, Capital Markets, Banking, Hedge Funds, Valuation, Corporate Finance, Risk Management, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Loans, Due Diligence, Financial Services, Business Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 1986 — 1988
Master of Business Administration (M.B.A.)
University of California, Berkeley 1975 — 1979
Bachelor of Science (B.S.), Business Administration, History
Global Leveraged Capital June 2006 - Present
BNP Paribas January 1992 - June 2006
Bankers Trust Company June 1988 - July 1992
Levi Strauss & Co. June 1982 - June 1986
McKinsey & Company July 1979 - April 1982
Skills
Merchant Banking, Investment Banking, Portfolio Management, Investments, Asset Management, Equities, Private Equity, Capital Markets, Banking, Hedge Funds, Valuation, Corporate Finance, Risk Management, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Loans, Due Diligence, Financial Services, Business Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 1986 — 1988
Master of Business Administration (M.B.A.)
University of California, Berkeley 1975 — 1979
Bachelor of Science (B.S.), Business Administration, History
Jeffrey Walters Jeffrey Walters's Bankers Trust Company Experience 1987 - 1992
Job CoFounder & Partner, LaSalle Capital
Industry Venture Capital & Private Equity
Experience
LaSalle Capital January 2003 - Present
Bankers Trust Company 1987 - 1992
Citicorp Industrial Credit, Inc. 1985 - 1987
American National Bank and Trust Company of Chicago 1983 - 1985
Education
Tufts University 1978 — 1982
History
LaSalle Capital January 2003 - Present
Bankers Trust Company 1987 - 1992
Citicorp Industrial Credit, Inc. 1985 - 1987
American National Bank and Trust Company of Chicago 1983 - 1985
Education
Tufts University 1978 — 1982
History
Geraldine DeLuca Geraldine DeLuca's Bankers Trust Company Experience 1992 - 1995
Job Director of Human Resources
Industry Human Resources
Experience
Cooperative 129 East 82nd 1999 - Present
Dealogic August 2011 - December 2012
Jurlique August 2008 - March 2011
The Reserve August 2005 - July 2007
Strategic Workforce Solutions December 2002 - August 2005
Capco March 2000 - December 2002
Merrill Lynch 1996 - 1999
Barclays 1995 - 1996
Bankers Trust Company 1992 - 1995
Chase 1981 - 1992
Skills
Human Resources, Management, Employee Relations, Recruiting, Performance Management, Career Development, Talent Management, Employee Engagement
Education
Saint Anselm College
Bachelor of Arts (B.A.)
University of Massachusetts Boston
Master's degree
University of Michigan
Cooperative 129 East 82nd 1999 - Present
Dealogic August 2011 - December 2012
Jurlique August 2008 - March 2011
The Reserve August 2005 - July 2007
Strategic Workforce Solutions December 2002 - August 2005
Capco March 2000 - December 2002
Merrill Lynch 1996 - 1999
Barclays 1995 - 1996
Bankers Trust Company 1992 - 1995
Chase 1981 - 1992
Skills
Human Resources, Management, Employee Relations, Recruiting, Performance Management, Career Development, Talent Management, Employee Engagement
Education
Saint Anselm College
Bachelor of Arts (B.A.)
University of Massachusetts Boston
Master's degree
University of Michigan
Anthony I. Lehman, CFA Anthony I. Lehman, CFA's Bankers Trust Company Experience 1997 - 1999
Job Portfolio Manager
Industry Investment Management
Experience
J.P. Morgan October 2012 - Present
Bank of Tokyo-Mitsubishi UFJ January 2000 - February 2012
Bankers Trust Company 1997 - 1999
Bankers Trust Company 1993 - 1997
Skills
Monetary Policy, Short Duration F.I., Yield Curve Analysis, Options Strategies, Futures, Global Macro, Technical Analysis, Fixed Income, Money Market, Options, Trading, Foreign Exchange, Securities, Banking, Financial Risk, Bloomberg, Capital Markets
Education
Texas A&M University
BBA, Finance, Summa Cum Laude
J.P. Morgan October 2012 - Present
Bank of Tokyo-Mitsubishi UFJ January 2000 - February 2012
Bankers Trust Company 1997 - 1999
Bankers Trust Company 1993 - 1997
Skills
Monetary Policy, Short Duration F.I., Yield Curve Analysis, Options Strategies, Futures, Global Macro, Technical Analysis, Fixed Income, Money Market, Options, Trading, Foreign Exchange, Securities, Banking, Financial Risk, Bloomberg, Capital Markets
Education
Texas A&M University
BBA, Finance, Summa Cum Laude
Mark Collinson Mark Collinson's Bankers Trust Company Experience August 1985 - February 1987
Job Partner at Compass Investor Relations
Industry Financial Services
Experience
Compass Investor Relations June 2013 - Present
Compass Investor Relations 2013 - 2015
CCG Investor Relations October 2004 - June 2013
METAVENTURES/LIFE SCIENCES - London June 2000 - July 2004
MEDSCAPE EUROPE - London January 2000 - May 2000
BRITISH BROADCASTING CORPORATION - London September 1997 - December 1999
BANKERS TRUST INTERNATIONAL/BT CAPITAL PARTNERS - London November 1992 - February 1997
INTERNATIONAL RESEARCH AND FINANCE March 1991 - September 1992
BT SECURITIES CORPORATION February 1987 - March 1991
BANKERS TRUST COMPANY August 1985 - February 1987
Skills
Corporate Finance, Strategy, IPO, Corporate Communications, Mergers, Internal Communications, Press Releases, Mergers & Acquisitions, Start-ups, Financial Analysis, Private Equity, Media Relations, Investments, Business Strategy, Equities, Finance, Investor Relations
Education
University of Chicago 1983 — 1985
MBA, Finance, Financial statistics, Financial Economics, International Economics
The London School of Economics and Political Science (LSE)
BSc, Analytical and Descriptive Economics
Compass Investor Relations June 2013 - Present
Compass Investor Relations 2013 - 2015
CCG Investor Relations October 2004 - June 2013
METAVENTURES/LIFE SCIENCES - London June 2000 - July 2004
MEDSCAPE EUROPE - London January 2000 - May 2000
BRITISH BROADCASTING CORPORATION - London September 1997 - December 1999
BANKERS TRUST INTERNATIONAL/BT CAPITAL PARTNERS - London November 1992 - February 1997
INTERNATIONAL RESEARCH AND FINANCE March 1991 - September 1992
BT SECURITIES CORPORATION February 1987 - March 1991
BANKERS TRUST COMPANY August 1985 - February 1987
Skills
Corporate Finance, Strategy, IPO, Corporate Communications, Mergers, Internal Communications, Press Releases, Mergers & Acquisitions, Start-ups, Financial Analysis, Private Equity, Media Relations, Investments, Business Strategy, Equities, Finance, Investor Relations
Education
University of Chicago 1983 — 1985
MBA, Finance, Financial statistics, Financial Economics, International Economics
The London School of Economics and Political Science (LSE)
BSc, Analytical and Descriptive Economics
Felicia Angus Felicia Angus's Bankers Trust Company Experience 1981 - 1985
Job Fixed Income Sales Professional
Industry Investment Banking
Experience
CastleOak Securities, L.P. November 2013 - Present
BNP Paribas Securities Services 2005 - 2011
BNP Paribas 2003 - 2005
Deutsche Bank 1997 - 2003
Deustche Bank 1995 - 1997
Goldman Sachs London 1990 - 1995
Goldman Sachs 1987 - 1990
Bankers Trust Company 1981 - 1985
Skills
Series 7, Series 24, Series 3, Series 63, Structured Products, Securities, ABS, Funding, Credit, Fixed Income, MBS, Alternative Investments, Bonds, Capital Markets, Swaps, Securities Lending, Private Placements, Emerging Markets, Investment Management, FINRA, Money Market, Portfolio Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
MBA, Business Administration and Management, General
Wesleyan University 1977 — 1981
Romance Literatures, French and Spanish
CastleOak Securities, L.P. November 2013 - Present
BNP Paribas Securities Services 2005 - 2011
BNP Paribas 2003 - 2005
Deutsche Bank 1997 - 2003
Deustche Bank 1995 - 1997
Goldman Sachs London 1990 - 1995
Goldman Sachs 1987 - 1990
Bankers Trust Company 1981 - 1985
Skills
Series 7, Series 24, Series 3, Series 63, Structured Products, Securities, ABS, Funding, Credit, Fixed Income, MBS, Alternative Investments, Bonds, Capital Markets, Swaps, Securities Lending, Private Placements, Emerging Markets, Investment Management, FINRA, Money Market, Portfolio Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
MBA, Business Administration and Management, General
Wesleyan University 1977 — 1981
Romance Literatures, French and Spanish
Jeff Opsal Jeff Opsal's Bankers Trust Company Experience 2002 - 2004
Job AVP / Commercial Lending Manager at Wells Fargo Equipment Finance
Industry Financial Services
Experience
Wells Fargo Equipment Finance 2010 - Present
Wells Fargo Equipment Finance 2006 - 2010
Wells Fargo Bank 2004 - 2006
Bankers Trust Company 2002 - 2004
Liberty Bank 2000 - 2002
Skills
Commercial Lending, Credit Analysis, Financial Analysis, Team Building, Training & Development, Credit Risk, Risk Management, Credit Management, Credit, Underwriting, Banking, Commercial Banking, Finance, Loans, Portfolio Management, Small Business Lending
Education
University of Iowa - Henry B. Tippie College of Business
MBA
University of Northern Iowa
BA
Wells Fargo Equipment Finance 2010 - Present
Wells Fargo Equipment Finance 2006 - 2010
Wells Fargo Bank 2004 - 2006
Bankers Trust Company 2002 - 2004
Liberty Bank 2000 - 2002
Skills
Commercial Lending, Credit Analysis, Financial Analysis, Team Building, Training & Development, Credit Risk, Risk Management, Credit Management, Credit, Underwriting, Banking, Commercial Banking, Finance, Loans, Portfolio Management, Small Business Lending
Education
University of Iowa - Henry B. Tippie College of Business
MBA
University of Northern Iowa
BA
Mark Yale Mark Yale's Bankers Trust Company Experience 1988 - 1996
Job Managing Director at Rabobank
Industry Banking
Experience
Rabobank September 2011 - Present
HSBC September 2004 - May 2011
Bear Stearns Companies Inc 1996 - 2004
Bankers Trust Company 1988 - 1996
Chemical Bank 1986 - 1988
Education
University College London, U. of London 1982 — 1985
BA, Economic Geography
Shrewsbury School 1976 — 1981
Rabobank September 2011 - Present
HSBC September 2004 - May 2011
Bear Stearns Companies Inc 1996 - 2004
Bankers Trust Company 1988 - 1996
Chemical Bank 1986 - 1988
Education
University College London, U. of London 1982 — 1985
BA, Economic Geography
Shrewsbury School 1976 — 1981
Jeff Sparks's Bankers Trust Company Experience 1987 - 1993
Job Managing Director
Industry Financial Services
Experience
Private Investor 2009 - 2014
UBS Investment Bank 1994 - 2008
Chemical Bank 1993 - 1994
Bankers Trust Company 1987 - 1993
Bank of America 1985 - 1987
Skills
Communication Skills, Organization &..., Operational Excellence, Close Attention to..., Adaptability, Perseverance, Persuasiveness, Sales Presentations, Negotiation, Equities, Wealth Management, Derivatives
Education
Sewanee-The University of the South 1980 — 1984
Bachelor of Arts (BA), Economics
Private Investor 2009 - 2014
UBS Investment Bank 1994 - 2008
Chemical Bank 1993 - 1994
Bankers Trust Company 1987 - 1993
Bank of America 1985 - 1987
Skills
Communication Skills, Organization &..., Operational Excellence, Close Attention to..., Adaptability, Perseverance, Persuasiveness, Sales Presentations, Negotiation, Equities, Wealth Management, Derivatives
Education
Sewanee-The University of the South 1980 — 1984
Bachelor of Arts (BA), Economics
Esslie Hughes's Bankers Trust Company Experience 1981 - 1983
Job Chief Administrative Officer at St. Bartholomew's Church
Industry Religious Institutions
Experience
St. Bartholomew's Church 2013 - Present
ANN INC. November 2011 - December 2012
Marble Collegiate Church June 2006 - June 2012
Odyssey Networks December 2010 - May 2011
Public Company Accounting Oversight Board 2003 - 2006
The Bank of New York 1987 - 2001
European American Bank 1983 - 1987
Bankers Trust Company 1981 - 1983
Skills
Philanthropy, Strategic Planning, Fundraising, Public Speaking, Nonprofits, Event Planning, Leadership, Leadership Development, Team Building, Non-profits, Social Media, Community Development
Education
New York Theological Seminary 2009 — 2012
Masters of Divinity, ongoing
The University of Chicago - Booth School of Business 1979 — 1981
MBA, Finance, General
Wesleyan University 1977 — 1979
BA, Mathematics/Economics
Wheaton College (MA) 1975 — 1977
Math/Econ; Liberal Arts
new canaan high school
St. Bartholomew's Church 2013 - Present
ANN INC. November 2011 - December 2012
Marble Collegiate Church June 2006 - June 2012
Odyssey Networks December 2010 - May 2011
Public Company Accounting Oversight Board 2003 - 2006
The Bank of New York 1987 - 2001
European American Bank 1983 - 1987
Bankers Trust Company 1981 - 1983
Skills
Philanthropy, Strategic Planning, Fundraising, Public Speaking, Nonprofits, Event Planning, Leadership, Leadership Development, Team Building, Non-profits, Social Media, Community Development
Education
New York Theological Seminary 2009 — 2012
Masters of Divinity, ongoing
The University of Chicago - Booth School of Business 1979 — 1981
MBA, Finance, General
Wesleyan University 1977 — 1979
BA, Mathematics/Economics
Wheaton College (MA) 1975 — 1977
Math/Econ; Liberal Arts
new canaan high school
David LaHorgue's Bankers Trust Company Experience March 1989 - January 1991
Job Independent Investment Management Professional
Industry Investment Management
Experience
DML Investments September 2006 - Present
Barclays Global Investors (now BlackRock) January 1991 - September 2006
Bankers Trust Company March 1989 - January 1991
Dean Witter Reynolds September 1985 - March 1989
Skills
Fixed Income, Trading, Finance, Management, Hedge Funds, Alternative Investments, Equities, Asset Management, ETFs, Money Market, Investment Management, Investments, Portfolio Management, Asset Allocation, Investment Strategies, Derivatives
Education
University of California, Berkeley 1993 — 1993
Executive Education
University of California, Berkeley 1980 — 1985
B. A.
DML Investments September 2006 - Present
Barclays Global Investors (now BlackRock) January 1991 - September 2006
Bankers Trust Company March 1989 - January 1991
Dean Witter Reynolds September 1985 - March 1989
Skills
Fixed Income, Trading, Finance, Management, Hedge Funds, Alternative Investments, Equities, Asset Management, ETFs, Money Market, Investment Management, Investments, Portfolio Management, Asset Allocation, Investment Strategies, Derivatives
Education
University of California, Berkeley 1993 — 1993
Executive Education
University of California, Berkeley 1980 — 1985
B. A.
Ignacio Ponce de Leon's Bankers Trust Company Experience 1987 - 1992
Job Chief Operating Officer at Clean Coal Technologies, Inc.
Industry Financial Services
Experience
Clean Coal Technologies, Inc. 2010 - Present
Capital Advisory Partners March 2005 - 2008
JP Morgan March 1992 - November 2004
Credit Suisse First Boston 1992 - 1995
Bankers Trust Company 1987 - 1992
Skills
Mergers, Venture Capital, Private Equity, Investments, Equities, Fixed Income, Debt, Investment Banking, Capital Markets, Corporate Finance, Securities, Valuation, Alternative Investments, Mergers & Acquisitions, Derivatives, Business Strategy, Structured Finance, Hedge Funds, Asset Management, Corporate Development, Structured Products, Financial Structuring, IPO, Emerging Markets, Due Diligence, Investment Management, Portfolio Management, Bloomberg, Joint Ventures, Leveraged Finance, Equity Research, Bonds, M&A experience, Investor Relations, FX Options, Trading, Credit Derivatives, Financial Markets, Commodity, Project Finance, Options, Financial Modeling, Restructuring, Finance, Swaps, Financial Services, Interest Rate..., Equity Valuation, Treasury Management, Latin America
Education
Tufts University - The Fletcher School of Law and Diplomacy 1976 — 1979
MALD, Economics and law
London School of Economics and Political Science
BSc. (Econ), History
Clean Coal Technologies, Inc. 2010 - Present
Capital Advisory Partners March 2005 - 2008
JP Morgan March 1992 - November 2004
Credit Suisse First Boston 1992 - 1995
Bankers Trust Company 1987 - 1992
Skills
Mergers, Venture Capital, Private Equity, Investments, Equities, Fixed Income, Debt, Investment Banking, Capital Markets, Corporate Finance, Securities, Valuation, Alternative Investments, Mergers & Acquisitions, Derivatives, Business Strategy, Structured Finance, Hedge Funds, Asset Management, Corporate Development, Structured Products, Financial Structuring, IPO, Emerging Markets, Due Diligence, Investment Management, Portfolio Management, Bloomberg, Joint Ventures, Leveraged Finance, Equity Research, Bonds, M&A experience, Investor Relations, FX Options, Trading, Credit Derivatives, Financial Markets, Commodity, Project Finance, Options, Financial Modeling, Restructuring, Finance, Swaps, Financial Services, Interest Rate..., Equity Valuation, Treasury Management, Latin America
Education
Tufts University - The Fletcher School of Law and Diplomacy 1976 — 1979
MALD, Economics and law
London School of Economics and Political Science
BSc. (Econ), History
Jennifer Ogden Jennifer Ogden's Bankers Trust Company Experience September 1981 - February 1991
Job Senior Vice President Brokerage at Cassidy Turley
Industry Real Estate
Experience
DTZ 2015 - 2015
MADRE 2014 - 2015
MADRE 2014 - 2015
MADRE 2014 - 2015
CBRE September 2009 - March 2013
Cassidy Turley 2013 - 2013
Bankers Trust Company September 1981 - February 1991
Skills
Financial Analysis, Real Estate, Customer Service, Leases, Contract Negotiation, Strategic Planning, Disposition, Negotiation, Real Estate Development, Corporate Real Estate, Tenant, Commercial Real Estate, Investment Properties, Real Estate Transactions, Due Diligence, Real Estate Economics, Brokerage, Marketing, Location Intelligence, Start-ups
Education
Hamilton College
BA, psychology
Skidmore College
DTZ 2015 - 2015
MADRE 2014 - 2015
MADRE 2014 - 2015
MADRE 2014 - 2015
CBRE September 2009 - March 2013
Cassidy Turley 2013 - 2013
Bankers Trust Company September 1981 - February 1991
Skills
Financial Analysis, Real Estate, Customer Service, Leases, Contract Negotiation, Strategic Planning, Disposition, Negotiation, Real Estate Development, Corporate Real Estate, Tenant, Commercial Real Estate, Investment Properties, Real Estate Transactions, Due Diligence, Real Estate Economics, Brokerage, Marketing, Location Intelligence, Start-ups
Education
Hamilton College
BA, psychology
Skidmore College
Carl Terzer Carl Terzer's Bankers Trust Company Experience March 1996 - July 1998
Job Principal at CapVisor Associates, LLC
Industry Investment Management
Experience
CapVisor Associates, LLC September 2008 - Present
Principal Global Investors October 2006 - September 2008
Brown Brothers Harriman August 1999 - October 2006
CGI 1998 - 1999
Bankers Trust Company March 1996 - July 1998
US Trust 1987 - 1994
Skills
Equities, Business Development, Alternative Investments, Corporate Finance, Equity Research, Investment Management, Strategic Planning, Insurance, Securities, Asset Allocation, Bonds, Strategy, Fixed Income, Series 7, Due Diligence, Investments, Hedge Funds, Emerging Markets, Marketing, Investment Advisory, Financial Services, Leadership, Mutual Funds, Enterprise Risk..., Institutional..., Business Strategy, Investment Banking, Executive Management, Management, Bloomberg, Asset Management, Strategic Financial..., Capital Markets, Portfolio Management, Asset Managment, Risk Management, Sales, Investment Strategies, Wealth Management, Fund Of Funds, Private Equity, Financial Risk, Financial Markets, Financial Modeling, ETFs, Trading, Mergers & Acquisitions, Derivatives, Financial Analysis, Valuation
Education
Rutgers University-New Brunswick 1976 — 1980
BA, Economics, Business Administration
CapVisor Associates, LLC September 2008 - Present
Principal Global Investors October 2006 - September 2008
Brown Brothers Harriman August 1999 - October 2006
CGI 1998 - 1999
Bankers Trust Company March 1996 - July 1998
US Trust 1987 - 1994
Skills
Equities, Business Development, Alternative Investments, Corporate Finance, Equity Research, Investment Management, Strategic Planning, Insurance, Securities, Asset Allocation, Bonds, Strategy, Fixed Income, Series 7, Due Diligence, Investments, Hedge Funds, Emerging Markets, Marketing, Investment Advisory, Financial Services, Leadership, Mutual Funds, Enterprise Risk..., Institutional..., Business Strategy, Investment Banking, Executive Management, Management, Bloomberg, Asset Management, Strategic Financial..., Capital Markets, Portfolio Management, Asset Managment, Risk Management, Sales, Investment Strategies, Wealth Management, Fund Of Funds, Private Equity, Financial Risk, Financial Markets, Financial Modeling, ETFs, Trading, Mergers & Acquisitions, Derivatives, Financial Analysis, Valuation
Education
Rutgers University-New Brunswick 1976 — 1980
BA, Economics, Business Administration
William E. (Bill) Taber William E. (Bill) Taber's Bankers Trust Company Experience August 1977 - June 1979
Job President, TABER Asset Management and Founder, TABER Virtual Global Investment Network
Industry Investment Management
Experience
Taber Asset Management LLC June 1998 - Present
TABER Virtual Global Investment Network January 2013 - September 2015
Principal Financial Securities, Inc. November 1987 - June 1998
E.F. Hutton & Co. Inc June 1979 - November 1987
Bankers Trust Company August 1977 - June 1979
Skills
Asset Management, Investments, RIA No Endorsements, Small Business, Portfolio Management, Securities
Education
University of Iowa - Henry B. Tippie College of Business
BBA
Taber Asset Management LLC June 1998 - Present
TABER Virtual Global Investment Network January 2013 - September 2015
Principal Financial Securities, Inc. November 1987 - June 1998
E.F. Hutton & Co. Inc June 1979 - November 1987
Bankers Trust Company August 1977 - June 1979
Skills
Asset Management, Investments, RIA No Endorsements, Small Business, Portfolio Management, Securities
Education
University of Iowa - Henry B. Tippie College of Business
BBA
Laurence Paley, PMP Laurence Paley, PMP's Bankers Trust Company Experience 1973 - 1980
Job Technology & Business Operations Consultant
Industry Financial Services
Experience
EcoCOOL World, LLC (A Wholly-Owned Subsidiary of IceCOLD2) December 2014 - Present
LRP Associates LLC February 1998 - Present
Beacon Strategies, LLC 2011 - 2014
GunnAllen Holdings May 2005 - June 2010
JPMorgan 2003 - 2005
Barclays Capital 1987 - 1998
Lehman Brothers 1984 - 1987
Israel Discount Bank 1980 - 1984
Bankers Trust Company 1973 - 1980
Education
St. Francis College 1969 — 1973
BA, Economics
EcoCOOL World, LLC (A Wholly-Owned Subsidiary of IceCOLD2) December 2014 - Present
LRP Associates LLC February 1998 - Present
Beacon Strategies, LLC 2011 - 2014
GunnAllen Holdings May 2005 - June 2010
JPMorgan 2003 - 2005
Barclays Capital 1987 - 1998
Lehman Brothers 1984 - 1987
Israel Discount Bank 1980 - 1984
Bankers Trust Company 1973 - 1980
Education
St. Francis College 1969 — 1973
BA, Economics
Madeline Sprague Madeline Sprague's Bankers Trust Company Experience December 1979 - June 1990
Job VPTrade and Supply Chain at HSBC Bank USA (Houston office)
Industry International Trade and Development
Experience
HSBC Bank USA February 2011 - Present
JPMorgan Chase July 2006 - January 2011
JPMorgan Chase Bank July 2006 - January 2011
NACM Houston 2006 - 2007
Wells Fargo HSBC Trade Bank April 2000 - June 2006
Bank One June 1995 - March 2000
BankOne 1995 - 2000
Corestates Bank July 1991 - May 1995
Bankers Trust Company December 1979 - June 1990
Skills
Banking, Cash Management, Credit, Credit Analysis, Credit Risk, Export, Finance, Financial Analysis, Financial Risk, Forecasting, Import, International Trade, Letters of Credit, Loans, Management, Payments, Risk Management, Structured Finance, Supply Chain, Trade Finance, Trading, Treasury Management
Education
University at Buffalo 1972 — 1976
BA, Spanish/Russian and Linguistics
HSBC Bank USA February 2011 - Present
JPMorgan Chase July 2006 - January 2011
JPMorgan Chase Bank July 2006 - January 2011
NACM Houston 2006 - 2007
Wells Fargo HSBC Trade Bank April 2000 - June 2006
Bank One June 1995 - March 2000
BankOne 1995 - 2000
Corestates Bank July 1991 - May 1995
Bankers Trust Company December 1979 - June 1990
Skills
Banking, Cash Management, Credit, Credit Analysis, Credit Risk, Export, Finance, Financial Analysis, Financial Risk, Forecasting, Import, International Trade, Letters of Credit, Loans, Management, Payments, Risk Management, Structured Finance, Supply Chain, Trade Finance, Trading, Treasury Management
Education
University at Buffalo 1972 — 1976
BA, Spanish/Russian and Linguistics
John Vande Woude John Vande Woude's Bankers Trust Company Experience June 1990 - July 1997
Job Chief Information Officer / Chief Technology Officer / Head of Technology / Senior Consultant
Industry Financial Services
Experience
Advanced Financial Applications, Inc. February 2006 - November 2009
MarketAxess, Inc. March 2001 - July 2004
Trading Edge, Inc. July 1999 - March 2001
NorthStar Technologies, Inc. July 1997 - July 1999
Bankers Trust Company June 1990 - July 1997
First Boston Corporation June 1986 - July 1990
Merrill Lynch & Co., Inc. May 1982 - June 1986
Skills
Management, Project Management, Start-ups, Product Management, Integration, Trading Systems, Fixed Income, IT Strategy, Team Building, Leadership, Strategy, Data Center, Equities, Business Development, Product Development, Software Development, Strategic Planning, Business Process, Electronic Trading, Portfolio Management, Mergers & Acquisitions, Human Resources, Analysis, Entrepreneurship, Financial Services, Business Intelligence, Quality Assurance, Vendor Management, Capital Markets, Trading, CRM, Financial Markets, Hedge Funds, Sybase, Software Project..., Business Analysis, Options, SDLC, Risk Management, Market Data, Enterprise Architecture, Networking, Project Portfolio..., Databases, Executive Management, IT Management, Derivatives, Consulting, PMO
Education
State University of New York College at Oneonta 1978 — 1982
Bachelor of Science, Business Economics
Cold Spring Harbor High School
Grumman Data Systems Institute
Certificate in Computer Programming, Computer Programming
Advanced Financial Applications, Inc. February 2006 - November 2009
MarketAxess, Inc. March 2001 - July 2004
Trading Edge, Inc. July 1999 - March 2001
NorthStar Technologies, Inc. July 1997 - July 1999
Bankers Trust Company June 1990 - July 1997
First Boston Corporation June 1986 - July 1990
Merrill Lynch & Co., Inc. May 1982 - June 1986
Skills
Management, Project Management, Start-ups, Product Management, Integration, Trading Systems, Fixed Income, IT Strategy, Team Building, Leadership, Strategy, Data Center, Equities, Business Development, Product Development, Software Development, Strategic Planning, Business Process, Electronic Trading, Portfolio Management, Mergers & Acquisitions, Human Resources, Analysis, Entrepreneurship, Financial Services, Business Intelligence, Quality Assurance, Vendor Management, Capital Markets, Trading, CRM, Financial Markets, Hedge Funds, Sybase, Software Project..., Business Analysis, Options, SDLC, Risk Management, Market Data, Enterprise Architecture, Networking, Project Portfolio..., Databases, Executive Management, IT Management, Derivatives, Consulting, PMO
Education
State University of New York College at Oneonta 1978 — 1982
Bachelor of Science, Business Economics
Cold Spring Harbor High School
Grumman Data Systems Institute
Certificate in Computer Programming, Computer Programming
Eric Twombly, CFA, CTP, FRM Eric Twombly, CFA, CTP, FRM's Bankers Trust Company Experience January 1997 - June 1999
Job Treasurer, Credit Risk Manager, Transformation Professional at Citadel LLC
Industry Oil & Energy
Experience
Citadel LLC September 2015 - Present
Devon Solutions LLC May 2014 - Present
AIG June 2014 - August 2015
Noble Group June 2012 - May 2014
Noble Group February 2010 - June 2012
Louis Dreyfus Highbridge Energy January 2004 - February 2010
Sempra Energy Trading July 1999 - December 2003
Bankers Trust Company January 1997 - June 1999
Phibro LLC November 1994 - December 1996
Chase Manhattan Bank of CT August 1988 - October 1994
Skills
Commodity, Trading, Credit Risk, Risk Management, FX Options, Portfolio Management, Treasury Management, Cash Management, Credit, Energy, Finance, Ariba, Commodity Markets, Credit Analysis, Natural Gas, Banking, Trade Finance, Letters of Credit, Procure-to-Pay, Business Analysis, Commercial Banking, ISDA, Financial Modeling, FX, Treasury Systems, Outsourcing, Due Diligence, Derivatives, Hedging, Financial Analysis, Market Risk, Hedge Funds, Investments, Equities
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, Finance/International Business
University of Phoenix 2012 — 2013
Graduate Certificate, Accounting, 3.9
Technical Institute of America 2014 — 2014
Project Management
Trinity College-Hartford 1984 — 1988
BS, Computer Coordinate with Economics
St. Andrew's School 1981 — 1984
Citadel LLC September 2015 - Present
Devon Solutions LLC May 2014 - Present
AIG June 2014 - August 2015
Noble Group June 2012 - May 2014
Noble Group February 2010 - June 2012
Louis Dreyfus Highbridge Energy January 2004 - February 2010
Sempra Energy Trading July 1999 - December 2003
Bankers Trust Company January 1997 - June 1999
Phibro LLC November 1994 - December 1996
Chase Manhattan Bank of CT August 1988 - October 1994
Skills
Commodity, Trading, Credit Risk, Risk Management, FX Options, Portfolio Management, Treasury Management, Cash Management, Credit, Energy, Finance, Ariba, Commodity Markets, Credit Analysis, Natural Gas, Banking, Trade Finance, Letters of Credit, Procure-to-Pay, Business Analysis, Commercial Banking, ISDA, Financial Modeling, FX, Treasury Systems, Outsourcing, Due Diligence, Derivatives, Hedging, Financial Analysis, Market Risk, Hedge Funds, Investments, Equities
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, Finance/International Business
University of Phoenix 2012 — 2013
Graduate Certificate, Accounting, 3.9
Technical Institute of America 2014 — 2014
Project Management
Trinity College-Hartford 1984 — 1988
BS, Computer Coordinate with Economics
St. Andrew's School 1981 — 1984
Nardeo Ganesh Nardeo Ganesh's Bankers Trust Company Experience 1990 - 1997
Job Vice President The Depository Trust and Clearing Corporation (DTCC)
Industry Financial Services
Experience
Depository Trust and Clearing Corporation July 2008 - Present
Citi March 2005 - July 2008
Depository Trust and Clearing Corporation May 1998 - March 2005
Morgan Stanley April 1997 - May 1998
Bankers Trust Company 1990 - 1997
Skills
Securities, Equities, Fixed Income, Prime Brokerage, Financial Services, Tax, Corporate Actions, Hedge Funds, Capital Markets, Alternative Investments, Derivatives, Investment Banking, Settlement, Portfolio Management, Series 7, Financial Risk, Bonds, Bloomberg, Middle Office, Back Office, Mutual Funds, Asset Management, Operational Risk, FX Options, Options, AML, Financial Markets, Trading Systems, Swaps, Securities Lending, Global Custody, Equity Derivatives, Credit Derivatives
Education
Saint Peter's University
Bachelor of Science, Economics and Finance
Depository Trust and Clearing Corporation July 2008 - Present
Citi March 2005 - July 2008
Depository Trust and Clearing Corporation May 1998 - March 2005
Morgan Stanley April 1997 - May 1998
Bankers Trust Company 1990 - 1997
Skills
Securities, Equities, Fixed Income, Prime Brokerage, Financial Services, Tax, Corporate Actions, Hedge Funds, Capital Markets, Alternative Investments, Derivatives, Investment Banking, Settlement, Portfolio Management, Series 7, Financial Risk, Bonds, Bloomberg, Middle Office, Back Office, Mutual Funds, Asset Management, Operational Risk, FX Options, Options, AML, Financial Markets, Trading Systems, Swaps, Securities Lending, Global Custody, Equity Derivatives, Credit Derivatives
Education
Saint Peter's University
Bachelor of Science, Economics and Finance
Sean Mead Sean Mead's Bankers Trust Company Experience 1986 - 1994
Job Internal Management Consultant
Industry Banking
Experience
BNY Mellon July 2001 - Present
Constantin Control Associates December 1997 - July 2001
UBS January 1997 - November 1998
SUMMIT CAPITAL June 1995 - December 1996
Granite Capital March 1994 - June 1995
Bankers Trust Company 1986 - 1994
Skills
Integration, Program Management, Operations Management, Operational Excellence, Project Management, Project Planning, MS Project, Emerging Markets, Finance, Hedge Funds, Trading, Business Analysis, Management, Fixed Income, Securities
Education
St. Peter's College 1982 — 1986
Bachelor of Science (BS), Marketing, 4.0
Saint Peter's Prep
BNY Mellon July 2001 - Present
Constantin Control Associates December 1997 - July 2001
UBS January 1997 - November 1998
SUMMIT CAPITAL June 1995 - December 1996
Granite Capital March 1994 - June 1995
Bankers Trust Company 1986 - 1994
Skills
Integration, Program Management, Operations Management, Operational Excellence, Project Management, Project Planning, MS Project, Emerging Markets, Finance, Hedge Funds, Trading, Business Analysis, Management, Fixed Income, Securities
Education
St. Peter's College 1982 — 1986
Bachelor of Science (BS), Marketing, 4.0
Saint Peter's Prep
Robert G. Donovan Robert G. Donovan's Bankers Trust Company Experience 1985 - 1995
Job Chief Investment Officer at Ambac Assurance Corp.
Industry Insurance
Experience
Ambac Assurance Corp. 2014 - Present
Ambac Assurance Corp. 2000 - 2013
Dresdner Kleinwort Wasserstein 1999 - 2000
Barclays Capital 1995 - 1999
Bankers Trust Company 1985 - 1995
Skills
Derivatives, Portfolio Management, Risk Management, Investment Strategies, Structured Finance, Capital Markets, Financial Structuring, Fixed Income, Investments, Bonds, Securities, Structured Products, Asset Managment, Securitization, Trading, ABS, Alternative Investments, Financial Risk
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1978 — 1980
M.A., International Relations
St. Lawrence University 1971 — 1975
BA, History
Ambac Assurance Corp. 2014 - Present
Ambac Assurance Corp. 2000 - 2013
Dresdner Kleinwort Wasserstein 1999 - 2000
Barclays Capital 1995 - 1999
Bankers Trust Company 1985 - 1995
Skills
Derivatives, Portfolio Management, Risk Management, Investment Strategies, Structured Finance, Capital Markets, Financial Structuring, Fixed Income, Investments, Bonds, Securities, Structured Products, Asset Managment, Securitization, Trading, ABS, Alternative Investments, Financial Risk
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1978 — 1980
M.A., International Relations
St. Lawrence University 1971 — 1975
BA, History
Bradley Burt Bradley Burt's Bankers Trust Company Experience 1981 - 2000
Job President & CEO
Industry Food & Beverages
Experience
Maid-Rite Corporation January 2001 - Present
Banker’s Trust Company 1981 - 2000
Skills
Customer Service, Microsoft Office, Strategic Planning, Business Planning, Budget, Negotiation, Public Relations, Mergers, Contract Negotiation, Inventory Management, Purchasing, Event Planning, Public Speaking, Microsoft Excel, Fundraising, Small Business, Non-profits, Engineering, Business Development, Budgets, Franchising, Franchise Sales, Franchise Consulting, Franchise Agreements, Retail, Food, Food Service, Marketing, Social Media Marketing, Project Planning, Operations Management, Forecasting, Account Management, Coaching, Financial Analysis, Entrepreneurship, Business Strategy, Product Development, New Business Development, Sales, Team Building, Sales Management, Marketing Strategy, Management, Leadership, P&L Management
Education
Simpson College 1970 — 1971
Bachelor's degree, Economics
University of Oklahoma 1966 — 1970
Maid-Rite Corporation January 2001 - Present
Banker’s Trust Company 1981 - 2000
Skills
Customer Service, Microsoft Office, Strategic Planning, Business Planning, Budget, Negotiation, Public Relations, Mergers, Contract Negotiation, Inventory Management, Purchasing, Event Planning, Public Speaking, Microsoft Excel, Fundraising, Small Business, Non-profits, Engineering, Business Development, Budgets, Franchising, Franchise Sales, Franchise Consulting, Franchise Agreements, Retail, Food, Food Service, Marketing, Social Media Marketing, Project Planning, Operations Management, Forecasting, Account Management, Coaching, Financial Analysis, Entrepreneurship, Business Strategy, Product Development, New Business Development, Sales, Team Building, Sales Management, Marketing Strategy, Management, Leadership, P&L Management
Education
Simpson College 1970 — 1971
Bachelor's degree, Economics
University of Oklahoma 1966 — 1970
Father Jeff Kegley Father Jeff Kegley's Bankers Trust Company Experience 1989 - 1991
Job Pastor, Saint Mary, Mother of God Church
Industry Religious Institutions
Experience
Saint Mary, Mother of God Church July 2012 - Present
Bankers Trust Company 1989 - 1991
Bank of New York 1984 - 1989
Skills
Non-profits, Public Speaking, Theology, Religion, Fundraising, Community Outreach, Leadership, Youth Ministry, Biblical Studies, Blogging, Board Development, Budgets, Church Events, Career Counseling, Coaching, Event Management, Discipleship, Customer Service, Curriculum Design, Event Planning, Entrepreneurship, Editing, Exegesis, Grant Writing, Homiletics, Leadership Development, Liturgy, Marketing, Music, Newsletters, Nonprofits, Organizational..., Pastoral Care, Philanthropy, Preaching, Program Development
Education
Seton Hall University 1991 — 1996
Masters of Divinity, Theology
Saint Mary, Mother of God Church July 2012 - Present
Bankers Trust Company 1989 - 1991
Bank of New York 1984 - 1989
Skills
Non-profits, Public Speaking, Theology, Religion, Fundraising, Community Outreach, Leadership, Youth Ministry, Biblical Studies, Blogging, Board Development, Budgets, Church Events, Career Counseling, Coaching, Event Management, Discipleship, Customer Service, Curriculum Design, Event Planning, Entrepreneurship, Editing, Exegesis, Grant Writing, Homiletics, Leadership Development, Liturgy, Marketing, Music, Newsletters, Nonprofits, Organizational..., Pastoral Care, Philanthropy, Preaching, Program Development
Education
Seton Hall University 1991 — 1996
Masters of Divinity, Theology
Patty Brown-Christenson Patty Brown-Christenson's Bankers Trust Company Experience 1986 - 1993
Job North American Representative: Ultimate Safaris Namibia, Africa
Industry Leisure, Travel & Tourism
Experience
Ultimate Safaris 2010 - Present
Bankers Trust Company 1986 - 1993
Skills
Tourism, Tour Operators, Leisure Travel, Event Management, Online Advertising, Adventure Travel, Marketing Strategy, Event Planning, Online Marketing, Budgets, Management, Public Relations, Hospitality, Leisure, Marketing Communications, Marketing, Social Media Marketing, Trade Shows
Education
Susquehanna University 1977 — 1981
BS Marketing & Management
Ultimate Safaris 2010 - Present
Bankers Trust Company 1986 - 1993
Skills
Tourism, Tour Operators, Leisure Travel, Event Management, Online Advertising, Adventure Travel, Marketing Strategy, Event Planning, Online Marketing, Budgets, Management, Public Relations, Hospitality, Leisure, Marketing Communications, Marketing, Social Media Marketing, Trade Shows
Education
Susquehanna University 1977 — 1981
BS Marketing & Management
Scott Harrigan Scott Harrigan's Bankers Trust Company Experience June 1986 - January 1998
Job Financial Services Executive
Industry Financial Services
Experience
Computershare January 1998 - July 2015
Merrill Lynch January 1998 - February 2001
Bankers Trust Company June 1986 - January 1998
Skills
Relationship Management, Team Management, Sales Management, Risk Management, Securities, Financial Services, Series 7, Process Improvement, Financial Analysis, Business Analysis, Due Diligence, Equities, Mergers & Acquisitions, 401k, Banking, Executive Pay, Investor Relations, Mergers, Retirement, Employee Benefits, Series 24, Corporate Governance, Financial Markets, Deferred Compensation, Finance, Corporate Actions, Investment Advisory
Education
Rutgers, The State University of New Jersey-Newark 1982 — 1986
BA, Finance
Computershare January 1998 - July 2015
Merrill Lynch January 1998 - February 2001
Bankers Trust Company June 1986 - January 1998
Skills
Relationship Management, Team Management, Sales Management, Risk Management, Securities, Financial Services, Series 7, Process Improvement, Financial Analysis, Business Analysis, Due Diligence, Equities, Mergers & Acquisitions, 401k, Banking, Executive Pay, Investor Relations, Mergers, Retirement, Employee Benefits, Series 24, Corporate Governance, Financial Markets, Deferred Compensation, Finance, Corporate Actions, Investment Advisory
Education
Rutgers, The State University of New Jersey-Newark 1982 — 1986
BA, Finance
Richard J. (Ric) DeFazio Richard J. (Ric) DeFazio's Bankers Trust Company Experience 1989 - 1991
Job Seasoned finance professional with extensive experience in corporate strategy and mergers & acquisitions.
Industry Investment Banking
Experience
Strategy & Corporate Development Consulting 2008 - Present
Banc of America Securities LLC 2006 - 2008
Citigroup 1993 - 2005
Salomon Smith Barney 1998 - 2000
Smith Barney Inc. 1994 - 1997
Smith Barney, Harris, Upham & Co. 1993 - 1993
Midland Bank PLC 1991 - 1992
Bankers Trust Company 1989 - 1991
Skills
Mergers, Corporate Development, Financial Analysis, Divestitures, LBO, Business Strategy, Finance, Strategic Planning, Financial Structuring, Negotiation, Project Management, Capital Raising, Resource Management, Investment Banking, Corporate Finance, Valuation, Financial Modeling, Due Diligence, Venture Capital, Restructuring, M&A experience, Strategy, Business Planning, Strategic Partnerships, Acquisitions, Business Development, Strategic Financial..., Competitive Analysis, Business Valuation, Mergers & Acquisitions, Portfolio Management, Private Equity, Financial Services, Structured Finance, Leveraged Finance, Equities, Investments, Capital Markets, Banking, CRM, Emerging Markets, Leadership, Management, Executive Management, Joint Ventures, Analysis, Capital
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
M.B.A., Double Major - Finance & Marketing, Concentration - International Business
Syracuse University 1985 — 1989
B.S., Double Major - Accounting & Finance
Weston High School 1981 — 1985
Phillips Exeter Academy 1984 — 1984
Strategy & Corporate Development Consulting 2008 - Present
Banc of America Securities LLC 2006 - 2008
Citigroup 1993 - 2005
Salomon Smith Barney 1998 - 2000
Smith Barney Inc. 1994 - 1997
Smith Barney, Harris, Upham & Co. 1993 - 1993
Midland Bank PLC 1991 - 1992
Bankers Trust Company 1989 - 1991
Skills
Mergers, Corporate Development, Financial Analysis, Divestitures, LBO, Business Strategy, Finance, Strategic Planning, Financial Structuring, Negotiation, Project Management, Capital Raising, Resource Management, Investment Banking, Corporate Finance, Valuation, Financial Modeling, Due Diligence, Venture Capital, Restructuring, M&A experience, Strategy, Business Planning, Strategic Partnerships, Acquisitions, Business Development, Strategic Financial..., Competitive Analysis, Business Valuation, Mergers & Acquisitions, Portfolio Management, Private Equity, Financial Services, Structured Finance, Leveraged Finance, Equities, Investments, Capital Markets, Banking, CRM, Emerging Markets, Leadership, Management, Executive Management, Joint Ventures, Analysis, Capital
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
M.B.A., Double Major - Finance & Marketing, Concentration - International Business
Syracuse University 1985 — 1989
B.S., Double Major - Accounting & Finance
Weston High School 1981 — 1985
Phillips Exeter Academy 1984 — 1984
Anne Simmons Anne Simmons's Bankers Trust Company Experience 1985 - 1990
Job Director at Barclays Capital
Industry Banking
Experience
Barclays Capital May 2010 - Present
Board Advisory Services, Inc November 2003 - May 2010
Deloitte 1999 - March 2002
Deutsche Bank (BTCo) 1998 - 1999
JPMChase 1990 - 1998
Chemical Bank 1990 - 1998
Bankers Trust Company 1985 - 1990
Skills
Business Process..., Business Strategy, New Business Development, Financial Services, Financial Risk, Risk Management, Governance, Enterprise Risk..., Operational Risk..., Banking, Mergers, Payment Systems, Treasury, Stakeholder Management, Program Management, Strategic Negotiations, Strategy, Executive Management, PMO, Thought Leadership, Mergers & Acquisitions, Start-ups, Management Consulting, Cross-functional Team..., Leadership, Enterprise Software, Management, Consulting, Finance, Business Analysis, Strategic Planning, Analysis, Vendor Management
Education
UCLA 1980 — 1984
BA
Barclays Capital May 2010 - Present
Board Advisory Services, Inc November 2003 - May 2010
Deloitte 1999 - March 2002
Deutsche Bank (BTCo) 1998 - 1999
JPMChase 1990 - 1998
Chemical Bank 1990 - 1998
Bankers Trust Company 1985 - 1990
Skills
Business Process..., Business Strategy, New Business Development, Financial Services, Financial Risk, Risk Management, Governance, Enterprise Risk..., Operational Risk..., Banking, Mergers, Payment Systems, Treasury, Stakeholder Management, Program Management, Strategic Negotiations, Strategy, Executive Management, PMO, Thought Leadership, Mergers & Acquisitions, Start-ups, Management Consulting, Cross-functional Team..., Leadership, Enterprise Software, Management, Consulting, Finance, Business Analysis, Strategic Planning, Analysis, Vendor Management
Education
UCLA 1980 — 1984
BA
Liz Thorne's Bankers Trust Company Experience 1989 - 1995
Job Director of Debt Management and Special Finance Programs at Commonwealth of Massachusetts
Industry Investment Banking
Experience
Commonwealth of Massachusetts June 2015 - Present
The Commonwealth of Massachusetts September 2014 - Present
Massachusetts Women's Leadership Fellowship Program September 2014 - Present
Community Consulting Teams Boston (CCT Boston) 2009 - Present
TD Securities, Inc. 1996 - 2000
Bankers Trust Company 1989 - 1995
Oppenheimer & Co. 1986 - 1988
Skills
Investment Banking, Management Consulting, Fixed Income, Capital Markets, Investments, Banking, Portfolio Management, Derivatives, Equity Capital Markets, Mergers & Acquisitions, Financial Modeling, Due Diligence, Valuation, Finance, Corporate Finance, Corporate Social..., Financial Analysis, Private Equity, Private Placements, Impact Investing, Public Policy, Policy Analysis, Public Finance, Public Sector Financial...
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1988 — 1990
Master of Business Administration (MBA)
Wellesley College 1982 — 1986
Bachelor of Arts (BA), Philosophy & Economics
St. Paul's School
Applewild
Commonwealth of Massachusetts June 2015 - Present
The Commonwealth of Massachusetts September 2014 - Present
Massachusetts Women's Leadership Fellowship Program September 2014 - Present
Community Consulting Teams Boston (CCT Boston) 2009 - Present
TD Securities, Inc. 1996 - 2000
Bankers Trust Company 1989 - 1995
Oppenheimer & Co. 1986 - 1988
Skills
Investment Banking, Management Consulting, Fixed Income, Capital Markets, Investments, Banking, Portfolio Management, Derivatives, Equity Capital Markets, Mergers & Acquisitions, Financial Modeling, Due Diligence, Valuation, Finance, Corporate Finance, Corporate Social..., Financial Analysis, Private Equity, Private Placements, Impact Investing, Public Policy, Policy Analysis, Public Finance, Public Sector Financial...
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1988 — 1990
Master of Business Administration (MBA)
Wellesley College 1982 — 1986
Bachelor of Arts (BA), Philosophy & Economics
St. Paul's School
Applewild
Joseph Elmlinger Joseph Elmlinger's Bankers Trust Company Experience March 1992 - March 1993
Job Private Equity Investor
Industry Financial Services
Experience
Foundation Capital Partners November 2012 - September 2014
Firekeeper Investments January 2012 - November 2012
Merrill Lynch March 2010 - December 2011
Citi April 1993 - October 2008
ISDA September 2007 - September 2008
OCC January 2007 - September 2008
Bankers Trust Company March 1992 - March 1993
Amsterdam Pacific Corporation August 1990 - March 1992
Bankers Trust Company August 1985 - June 1988
Skills
Equities, Structured Products, Investment Banking, Derivatives, Capital Markets, Financial Structuring, Investments, Private Equity, Equity Derivatives, Risk Management, Options, Banking, Asset Management, Hedge Funds, Trading, Mutual Funds
Education
Stanford GSB 1988 — 1990
MBA
University of Vermont 1981 — 1985
B.A., English, Political Science
Foundation Capital Partners November 2012 - September 2014
Firekeeper Investments January 2012 - November 2012
Merrill Lynch March 2010 - December 2011
Citi April 1993 - October 2008
ISDA September 2007 - September 2008
OCC January 2007 - September 2008
Bankers Trust Company March 1992 - March 1993
Amsterdam Pacific Corporation August 1990 - March 1992
Bankers Trust Company August 1985 - June 1988
Skills
Equities, Structured Products, Investment Banking, Derivatives, Capital Markets, Financial Structuring, Investments, Private Equity, Equity Derivatives, Risk Management, Options, Banking, Asset Management, Hedge Funds, Trading, Mutual Funds
Education
Stanford GSB 1988 — 1990
MBA
University of Vermont 1981 — 1985
B.A., English, Political Science
Steven Sloan Steven Sloan's Bankers Trust Company Experience March 1986 - August 1999
Job Director at BNP Paribas
Industry Financial Services
Experience
BNP Paribas June 2011 - Present
BNP Paribas September 2007 - June 2011
Merrill Lynch September 1999 - July 2003
Bankers Trust Company March 1986 - August 1999
AGS Computers 1984 - 1986
Skills
Program Management, IT Strategy, Portfolio Management, Risk Management, PMO, Vendor Management, Integration, Outsourcing, Business Process..., Governance, IT Management, Mergers & Acquisitions, Business Strategy, Management, Business Analysis, Financial Services, Strategy, Change Management, Finance
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA
University of Colorado Boulder 1974 — 1978
BS, Accounting
Semester At Sea 1977 — 1977
Spring
BNP Paribas June 2011 - Present
BNP Paribas September 2007 - June 2011
Merrill Lynch September 1999 - July 2003
Bankers Trust Company March 1986 - August 1999
AGS Computers 1984 - 1986
Skills
Program Management, IT Strategy, Portfolio Management, Risk Management, PMO, Vendor Management, Integration, Outsourcing, Business Process..., Governance, IT Management, Mergers & Acquisitions, Business Strategy, Management, Business Analysis, Financial Services, Strategy, Change Management, Finance
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA
University of Colorado Boulder 1974 — 1978
BS, Accounting
Semester At Sea 1977 — 1977
Spring
Colette Gardner Colette Gardner's Bankers Trust Company Experience 1989 - 1999
Job
Industry Human Resources
Experience
Cardiovascular Research Foundation 2012 - January 2014
Private Investment Firm 2012 - 2013
Mitsubishi UFJ Securities, USA 2008 - 2012
Misys 2005 - 2007
ABN AMRO Wholesale Investment Bank 2000 - 2004
ING Barings 2000 - 2001
Deutsche Bank 1999 - 2000
Bankers Trust Company 1989 - 1999
Skills
Capital Markets, Succession Planning, Human Resources, Employee Relations, Performance Management, Talent Management, Recruiting, Talent Acquisition, Business Strategy, HRIS, Management Consulting, Management, Leadership, Executive Coaching, Organizational..., Training, HR Consulting, Leadership Development, Employee Engagement, Organizational..., Personnel Management, Change Management, Mergers & Acquisitions, Strategy, Onboarding, Crisis Management, Compensation Strategies, Strategic Planning
Education
University of Central Arkansas
Bachelor's Degree, Management and Marketing
Cardiovascular Research Foundation 2012 - January 2014
Private Investment Firm 2012 - 2013
Mitsubishi UFJ Securities, USA 2008 - 2012
Misys 2005 - 2007
ABN AMRO Wholesale Investment Bank 2000 - 2004
ING Barings 2000 - 2001
Deutsche Bank 1999 - 2000
Bankers Trust Company 1989 - 1999
Skills
Capital Markets, Succession Planning, Human Resources, Employee Relations, Performance Management, Talent Management, Recruiting, Talent Acquisition, Business Strategy, HRIS, Management Consulting, Management, Leadership, Executive Coaching, Organizational..., Training, HR Consulting, Leadership Development, Employee Engagement, Organizational..., Personnel Management, Change Management, Mergers & Acquisitions, Strategy, Onboarding, Crisis Management, Compensation Strategies, Strategic Planning
Education
University of Central Arkansas
Bachelor's Degree, Management and Marketing
Richard Golden Richard Golden's Bankers Trust Company Experience 1987 - 1989
Job Online Marketing and Technology Executive
Industry Airlines/Aviation
Experience
Marv Golden Pilot Supplies July 2006 - Present
Circuit City Stores, Inc. 2004 - 2006
Dominion Venture Group 2003 - 2004
Capital One Financial 1998 - 2002
Equity Group Investments 1996 - 1998
Mesirow Financial 1993 - 1996
Swiss Bank Corp (O'Connor & Associates) 1989 - 1993
Bankers Trust Company 1987 - 1989
Skills
Aviation, Acquisition Integration, Strategy, Financial Services, Process Improvement, Customer Service, Strategic Planning, Program Management, Military, IT Strategy, Mergers & Acquisitions, Business Analysis, Vendor Management, Change Management, IT Management, Information Technology, Risk Management, Cross-functional Team..., Executive Management, PMO, Leadership, Outsourcing, Integration, Management Consulting, Business Strategy, Start-ups, Consulting, Analysis, Analytics, Governance, Product Management, Enterprise Architecture, Strategic Partnerships, Project Portfolio..., Enterprise Software
Education
The University of Chicago - Booth School of Business 1985 — 1987
M.B.A.
University of California, Los Angeles 1979 — 1983
BA
Cranbrook Schools 1977 — 1979
Marv Golden Pilot Supplies July 2006 - Present
Circuit City Stores, Inc. 2004 - 2006
Dominion Venture Group 2003 - 2004
Capital One Financial 1998 - 2002
Equity Group Investments 1996 - 1998
Mesirow Financial 1993 - 1996
Swiss Bank Corp (O'Connor & Associates) 1989 - 1993
Bankers Trust Company 1987 - 1989
Skills
Aviation, Acquisition Integration, Strategy, Financial Services, Process Improvement, Customer Service, Strategic Planning, Program Management, Military, IT Strategy, Mergers & Acquisitions, Business Analysis, Vendor Management, Change Management, IT Management, Information Technology, Risk Management, Cross-functional Team..., Executive Management, PMO, Leadership, Outsourcing, Integration, Management Consulting, Business Strategy, Start-ups, Consulting, Analysis, Analytics, Governance, Product Management, Enterprise Architecture, Strategic Partnerships, Project Portfolio..., Enterprise Software
Education
The University of Chicago - Booth School of Business 1985 — 1987
M.B.A.
University of California, Los Angeles 1979 — 1983
BA
Cranbrook Schools 1977 — 1979
Douglas D. Brown, MA, RFC Douglas D. Brown, MA, RFC's Bankers Trust Company Experience 1978 - 1996
Job Regional Director, Money Concepts International
Industry Financial Services
Experience
Money Concepts International December 2004 - Present
Grand Canyon University August 2012 - December 2012
Maricopa Community Colleges August 2004 - May 2009
Chase Manhattan 1996 - 2000
Kidder Peabody Asset Management 1993 - 1996
Bankers Trust Company 1978 - 1996
Irving Trust/The Bank of New York 1986 - 1993
Skills
Wealth Management, Strategic Financial..., Alternative Investments, Risk Management, Retirement Planning, Small Business, Investment Advisory, Fixed Annuities, Investments, Series 7, Strategy, Mutual Funds, Financial Services, Finance, Leadership, Retirement, Financial Planning, Life Insurance, Banking, Securities, IRAs, Financial Advisory, Insurance, Business Development, Mergers & Acquisitions, Fixed Income
Education
New School for Social Research 1971 — 1975
MA, Economics
Seton Hall University 1966 — 1970
BA, Economics
Money Concepts International December 2004 - Present
Grand Canyon University August 2012 - December 2012
Maricopa Community Colleges August 2004 - May 2009
Chase Manhattan 1996 - 2000
Kidder Peabody Asset Management 1993 - 1996
Bankers Trust Company 1978 - 1996
Irving Trust/The Bank of New York 1986 - 1993
Skills
Wealth Management, Strategic Financial..., Alternative Investments, Risk Management, Retirement Planning, Small Business, Investment Advisory, Fixed Annuities, Investments, Series 7, Strategy, Mutual Funds, Financial Services, Finance, Leadership, Retirement, Financial Planning, Life Insurance, Banking, Securities, IRAs, Financial Advisory, Insurance, Business Development, Mergers & Acquisitions, Fixed Income
Education
New School for Social Research 1971 — 1975
MA, Economics
Seton Hall University 1966 — 1970
BA, Economics
Phil Tazza Phil Tazza's Bankers Trust Company Experience 1982 - 1999
Job Managing Director, Global Head of Investor Services at GlobeOp Financial Services
Industry Investment Management
Experience
GlobeOp Financial Services October 2010 - July 2015
Promontory Financial Group, LLC May 2010 - October 2010
JPMorgan Chase June 2007 - May 2009
UBS Alternative Investments May 2006 - May 2007
Bank of America 2002 - 2005
Merrill Lynch & Co. November 1999 - July 2002
Bankers Trust Company 1982 - 1999
Price Waterhouse September 1980 - October 1982
Skills
Product Development, Hedge Funds, Alternative Investments, Equities
Education
State University of New York at Albany 1979 — 1980
Bachelor's degree, Accounting
GlobeOp Financial Services October 2010 - July 2015
Promontory Financial Group, LLC May 2010 - October 2010
JPMorgan Chase June 2007 - May 2009
UBS Alternative Investments May 2006 - May 2007
Bank of America 2002 - 2005
Merrill Lynch & Co. November 1999 - July 2002
Bankers Trust Company 1982 - 1999
Price Waterhouse September 1980 - October 1982
Skills
Product Development, Hedge Funds, Alternative Investments, Equities
Education
State University of New York at Albany 1979 — 1980
Bachelor's degree, Accounting
Frank Filippis's Bankers Trust Company Experience May 1996 - August 1999
Job Head of Advisor Facing Solutions
Industry Financial Services
Experience
Major Broker Dealer September 2013 - Present
Bank of America January 2010 - September 2013
Cutter Associates May 2006 - January 2010
Investrics Inc. May 2005 - January 2010
Merrill Lynch August 1999 - August 2005
Bankers Trust Company May 1996 - August 1999
Lehman Brothers 1987 - 1996
Skills
Business, Team Building, Organizational..., Strategic Vision, Financial Services, Mergers, Outsourcing, Mergers & Acquisitions, Portfolio Management, Business Process..., IT Strategy, Executive Management, Capital Markets, Fixed Income, Program Management, SDLC, Derivatives, Investment Management, Leadership, Back Office, Management, Business Analysis, Management Consulting, Trading Systems, Investments, Vendor Management, Equities, Hedge Funds, Risk Management, Asset Management, Trading, Financial Modeling, Electronic Trading, Securities, Investment Banking, Financial Markets, Market Risk, Options, Enterprise Architecture, Alternative Investments, Mutual Funds, Wealth Management, Strategy, Banking, Finance, Financial Risk, Information Technology, Integration, Financial Analysis, Relationship Management
Education
University of Central Florida 1982 — 1985
B.S.
Saint John's University 1981 — 1982
Major Broker Dealer September 2013 - Present
Bank of America January 2010 - September 2013
Cutter Associates May 2006 - January 2010
Investrics Inc. May 2005 - January 2010
Merrill Lynch August 1999 - August 2005
Bankers Trust Company May 1996 - August 1999
Lehman Brothers 1987 - 1996
Skills
Business, Team Building, Organizational..., Strategic Vision, Financial Services, Mergers, Outsourcing, Mergers & Acquisitions, Portfolio Management, Business Process..., IT Strategy, Executive Management, Capital Markets, Fixed Income, Program Management, SDLC, Derivatives, Investment Management, Leadership, Back Office, Management, Business Analysis, Management Consulting, Trading Systems, Investments, Vendor Management, Equities, Hedge Funds, Risk Management, Asset Management, Trading, Financial Modeling, Electronic Trading, Securities, Investment Banking, Financial Markets, Market Risk, Options, Enterprise Architecture, Alternative Investments, Mutual Funds, Wealth Management, Strategy, Banking, Finance, Financial Risk, Information Technology, Integration, Financial Analysis, Relationship Management
Education
University of Central Florida 1982 — 1985
B.S.
Saint John's University 1981 — 1982
Kairavi Patel-Daum's Bankers Trust Company Experience August 1997 - November 1998
Job Experienced Marketing Executive
Industry Marketing and Advertising
Experience
Kairavi, Ltd. October 1999 - November 2001
Tibi Hyland, Ltd. November 1998 - October 1999
Bankers Trust Company August 1997 - November 1998
American Express June 1996 - February 1997
American Express August 1995 - June 1996
American Express August 1995 - June 1996
Bankers Trust Company January 1989 - January 1990
Merrill Lynch July 1987 - December 1988
Education
St. John's University School of Law 1990 — 1992
Doctor of Law (JD), International and Corporate Law
Wright State University 1982 — 1986
B.S. in Finance, Banking, Corporate, Finance, and Securities Law
Kairavi, Ltd. October 1999 - November 2001
Tibi Hyland, Ltd. November 1998 - October 1999
Bankers Trust Company August 1997 - November 1998
American Express June 1996 - February 1997
American Express August 1995 - June 1996
American Express August 1995 - June 1996
Bankers Trust Company January 1989 - January 1990
Merrill Lynch July 1987 - December 1988
Education
St. John's University School of Law 1990 — 1992
Doctor of Law (JD), International and Corporate Law
Wright State University 1982 — 1986
B.S. in Finance, Banking, Corporate, Finance, and Securities Law
Jon Fraade Jon Fraade's Bankers Trust Company Experience 1984 - 1996
Job Managing Director Client Portfolio Manager
Industry Financial Services
Experience
J.P. Morgan Asset Management 2011 - Present
UBS Investment Bank 2009 - 2011
AIG Financial Products 1996 - 2009
Bankers Trust Company 1984 - 1996
Ernst and Young 1980 - 1982
Skills
Portfolio Management, CRM, Sales, Investments, Commodity Markets, Management, Derivatives, Capital Markets, Institutional..., Fixed Income, Equities
Education
University of Virginia - Darden Graduate School of Business Administration 1982 — 1984
MBA, Finance
The George Washington University 1976 — 1980
BBA, Accounting
J.P. Morgan Asset Management 2011 - Present
UBS Investment Bank 2009 - 2011
AIG Financial Products 1996 - 2009
Bankers Trust Company 1984 - 1996
Ernst and Young 1980 - 1982
Skills
Portfolio Management, CRM, Sales, Investments, Commodity Markets, Management, Derivatives, Capital Markets, Institutional..., Fixed Income, Equities
Education
University of Virginia - Darden Graduate School of Business Administration 1982 — 1984
MBA, Finance
The George Washington University 1976 — 1980
BBA, Accounting
Shawn Culver, SPHR, sHRBP, SHRM-SCP's Bankers Trust Company Experience May 2010 - Present
Job V.P. Compensation and Benefits Officer at Bankers Trust Company
Industry Financial Services
Experience
Bankers Trust Company May 2010 - Present
Affiliates Management Company June 1999 - May 2010
Globe Machinery and Supply February 1997 - May 1999
BP Amoco June 1992 - June 1996
BP Amoco 1988 - 1996
BP Amoco September 1988 - June 1992
Skills
Coaching, Benefits Administration, Personnel Management, Training, Human Resources, Payroll, Deferred Compensation, Management, Employee Benefits, Leadership, Performance Management, Banking, Strategic Planning, Team Building, Employee Relations
Education
Simpson College
Bachelor's of Science, Human Resources
Bankers Trust Company May 2010 - Present
Affiliates Management Company June 1999 - May 2010
Globe Machinery and Supply February 1997 - May 1999
BP Amoco June 1992 - June 1996
BP Amoco 1988 - 1996
BP Amoco September 1988 - June 1992
Skills
Coaching, Benefits Administration, Personnel Management, Training, Human Resources, Payroll, Deferred Compensation, Management, Employee Benefits, Leadership, Performance Management, Banking, Strategic Planning, Team Building, Employee Relations
Education
Simpson College
Bachelor's of Science, Human Resources
Charles Achoa Charles Achoa's Bankers Trust Company Experience June 1992 - August 1992
Job Board Member & Shareholder at BlueMax Networks
Industry Financial Services
Experience
BlueMax Networks December 2014 - Present
Life care Medical Devices - LCMD December 2013 - Present
Grupo Investa October 2012 - Present
RBS - The Royal Bank of Scotland August 2010 - October 2012
Credit Suisse May 1997 - August 2010
DLJ - Donaldson, Lufkin & Jenrette May 1997 - August 2000
SBC Warburg (Currently UBS) October 1996 - May 1997
Chemical Bank / Chase (Currently JPM) July 1993 - September 1996
Bankers Trust Company June 1992 - August 1992
Procter & Gamble do Brasil February 1990 - December 1990
Skills
Capital Markets, Fixed Income, Investment Banking, Emerging Markets, Derivatives, Structured Finance, Structured Products, Financial Structuring, Corporate Finance, Financial Markets, High Yield, Credit Derivatives, Valuation, Equities, Portfolio Management, FX Options, Hedge Funds, Syndications, Securitization, Financial Modeling, Bonds, Asset Managment, Investments, Hedging, Mergers & Acquisitions, Options, Banking, Credit, Finance, Private Banking, Funding, Financial Institutions, Private Equity, Strategy, Credit Risk, Bloomberg, Project Finance, Leveraged Finance, Market Risk
Education
University of Rochester - Simon Business School 1991 — 1993
MBA
The University Center of FEI 1985 — 1989
BSE
Jefferson High School - Independence IA 1983 — 1984
High School
Colegio Tecnico Industrial Prof Isaac Portal Roldan - FEB - Bauru, SP, Brazil 1980 — 1982
High School
BlueMax Networks December 2014 - Present
Life care Medical Devices - LCMD December 2013 - Present
Grupo Investa October 2012 - Present
RBS - The Royal Bank of Scotland August 2010 - October 2012
Credit Suisse May 1997 - August 2010
DLJ - Donaldson, Lufkin & Jenrette May 1997 - August 2000
SBC Warburg (Currently UBS) October 1996 - May 1997
Chemical Bank / Chase (Currently JPM) July 1993 - September 1996
Bankers Trust Company June 1992 - August 1992
Procter & Gamble do Brasil February 1990 - December 1990
Skills
Capital Markets, Fixed Income, Investment Banking, Emerging Markets, Derivatives, Structured Finance, Structured Products, Financial Structuring, Corporate Finance, Financial Markets, High Yield, Credit Derivatives, Valuation, Equities, Portfolio Management, FX Options, Hedge Funds, Syndications, Securitization, Financial Modeling, Bonds, Asset Managment, Investments, Hedging, Mergers & Acquisitions, Options, Banking, Credit, Finance, Private Banking, Funding, Financial Institutions, Private Equity, Strategy, Credit Risk, Bloomberg, Project Finance, Leveraged Finance, Market Risk
Education
University of Rochester - Simon Business School 1991 — 1993
MBA
The University Center of FEI 1985 — 1989
BSE
Jefferson High School - Independence IA 1983 — 1984
High School
Colegio Tecnico Industrial Prof Isaac Portal Roldan - FEB - Bauru, SP, Brazil 1980 — 1982
High School
Adolfo (Al) Arauz Adolfo (Al) Arauz's Bankers Trust Company Experience December 1989 - June 1995
Job Senior ERate Consultant at CSM Central
Industry Telecommunications
Experience
CSM Central September 2014 - Present
Florida Department of Management Services February 2012 - November 2014
Mediacom, LLC June 2010 - November 2010
e-Rate 360 Solutions LLC September 2008 - May 2010
E-rate Consulting Services LLC December 2007 - April 2008
Solix, Inc January 2002 - December 2007
Financial Industry Technical Services September 1999 - May 2001
Control Associates October 1996 - September 1999
Bank of New York July 1995 - October 1996
Bankers Trust Company December 1989 - June 1995
Skills
Analysis, Project Management, Process Improvement, Budgets, Integration, Telecommunications, Team Building, Financial Analysis, Business Strategy, Public Speaking, Accounting, New Business Development, Software Documentation, Portfolio Management, Investments, Asset Management, Finance, Program Management, Strategic Planning, Mergers & Acquisitions, System Administration, Customer Service, Management, Vendor Management
Education
Syracuse University 1985 — 1989
B.A, Economics & Spanish Literature
CSM Central September 2014 - Present
Florida Department of Management Services February 2012 - November 2014
Mediacom, LLC June 2010 - November 2010
e-Rate 360 Solutions LLC September 2008 - May 2010
E-rate Consulting Services LLC December 2007 - April 2008
Solix, Inc January 2002 - December 2007
Financial Industry Technical Services September 1999 - May 2001
Control Associates October 1996 - September 1999
Bank of New York July 1995 - October 1996
Bankers Trust Company December 1989 - June 1995
Skills
Analysis, Project Management, Process Improvement, Budgets, Integration, Telecommunications, Team Building, Financial Analysis, Business Strategy, Public Speaking, Accounting, New Business Development, Software Documentation, Portfolio Management, Investments, Asset Management, Finance, Program Management, Strategic Planning, Mergers & Acquisitions, System Administration, Customer Service, Management, Vendor Management
Education
Syracuse University 1985 — 1989
B.A, Economics & Spanish Literature
Stephen Kaba Stephen Kaba's Bankers Trust Company Experience 1984 - 1986
Job Vice President at US Bank National Association Global Corporate Trust Services
Industry Banking
Experience
U.S. Bank National Association - Global Corporate Trust Services 2006 - Present
Wells Fargo Delaware Trust Company / Wells Fargo Bank 2002 - 2006
First Union / Wachovia 1996 - 2002
Meridian Bank 1989 - 1996
Connecticut National Bank 1986 - 1989
Bankers Trust Company 1984 - 1986
US Trust Company 1970 - 1984
Skills
Relationship Management, Business Development, Portfolio Management, Loans, Credit, Investments, Bonds, Capital Markets, Banking, Structured Finance, Financial Services, Securities, Mergers & Acquisitions, Fixed Income, Risk Management, Asset Management
Education
Saint Peter's University 1968 — 1974
Bachlor of Science, Business Administration and Management, General
St. Al's Jersey City
U.S. Bank National Association - Global Corporate Trust Services 2006 - Present
Wells Fargo Delaware Trust Company / Wells Fargo Bank 2002 - 2006
First Union / Wachovia 1996 - 2002
Meridian Bank 1989 - 1996
Connecticut National Bank 1986 - 1989
Bankers Trust Company 1984 - 1986
US Trust Company 1970 - 1984
Skills
Relationship Management, Business Development, Portfolio Management, Loans, Credit, Investments, Bonds, Capital Markets, Banking, Structured Finance, Financial Services, Securities, Mergers & Acquisitions, Fixed Income, Risk Management, Asset Management
Education
Saint Peter's University 1968 — 1974
Bachlor of Science, Business Administration and Management, General
St. Al's Jersey City
Jeffrey Feinberg Jeffrey Feinberg's Bankers Trust Company Experience 1994 - 1998
Job Partner at The Feinberg Law Firm
Industry Law Practice
Experience
The Feinberg Law Firm 2004 - Present
Bankers Trust Company 1994 - 1998
Merrill Lynch 1978 - 1981
Skills
Litigation, Class Actions, Bankruptcy, Arbitration, Trial Practice, Dispute Resolution, Civil Litigation, Commercial Litigation, Securities Litigation, Appeals, Securities Regulation, Corporate Law, Alternative Dispute..., Mediation, Legal Writing, Investments, Courts, Legal Research, Securities, Mergers & Acquisitions, Trials, Private Equity, Due Diligence, Product Liability, Strategic Planning, Mutual Funds, Financial Services, Public Speaking, Research, Asset Management, Corporate Governance
Education
Trinity College-Hartford 1973 — 1977
BA
St. John's University School of Law
JD
The Feinberg Law Firm 2004 - Present
Bankers Trust Company 1994 - 1998
Merrill Lynch 1978 - 1981
Skills
Litigation, Class Actions, Bankruptcy, Arbitration, Trial Practice, Dispute Resolution, Civil Litigation, Commercial Litigation, Securities Litigation, Appeals, Securities Regulation, Corporate Law, Alternative Dispute..., Mediation, Legal Writing, Investments, Courts, Legal Research, Securities, Mergers & Acquisitions, Trials, Private Equity, Due Diligence, Product Liability, Strategic Planning, Mutual Funds, Financial Services, Public Speaking, Research, Asset Management, Corporate Governance
Education
Trinity College-Hartford 1973 — 1977
BA
St. John's University School of Law
JD
Bruce Cook Bruce Cook's Bankers Trust Company Experience 1977 - 1984
Job Human Zoology
Industry Research
Experience
Human Zoology... July 2014 - Present
RBS Markets & International Banking January 2009 - June 2014
Greenwich Capital Markets, Inc. August 1994 - January 2009
Kidder Peabody 1993 - 1994
Chemical Bank 1984 - 1993
Bankers Trust Company 1977 - 1984
Education
Syracuse University
Human Zoology... July 2014 - Present
RBS Markets & International Banking January 2009 - June 2014
Greenwich Capital Markets, Inc. August 1994 - January 2009
Kidder Peabody 1993 - 1994
Chemical Bank 1984 - 1993
Bankers Trust Company 1977 - 1984
Education
Syracuse University
Colleen Andres Colleen Andres's Bankers Trust Company Experience 1994 - 1998
Job Chief Operating Officer at Deutsche Bank
Industry Banking
Experience
Deutsche Bank February 2010 - Present
Deutsche Bank November 2008 - July 2012
Deutsche Bank 1998 - 2004
Bankers Trust Company 1994 - 1998
Skills
Investment Banking, Derivatives, FX Options, Capital Markets, Fixed Income, Financial Risk, Equities, SWIFT payments, Treasury Management, Financial Services, Credit Risk, Trade Finance, Trading Systems, Corporate Finance, Middle Office, Banking, Payments, Structured Products, Operational Risk, Settlement, Core Banking, Operational Risk...
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1981
Deutsche Bank February 2010 - Present
Deutsche Bank November 2008 - July 2012
Deutsche Bank 1998 - 2004
Bankers Trust Company 1994 - 1998
Skills
Investment Banking, Derivatives, FX Options, Capital Markets, Fixed Income, Financial Risk, Equities, SWIFT payments, Treasury Management, Financial Services, Credit Risk, Trade Finance, Trading Systems, Corporate Finance, Middle Office, Banking, Payments, Structured Products, Operational Risk, Settlement, Core Banking, Operational Risk...
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1981
Christopher Haines's Bankers Trust Company Experience September 1987 - April 1995
Job VP Lead Operational Risk Officer at American Express
Industry Financial Services
Experience
American Express Company August 2007 - Present
Deutsche Bank 1996 - 2007
UBS (formerly Swiss Bank Corporation) April 1995 - September 1996
Bankers Trust Company September 1987 - April 1995
Skills
Operational Risk, Operational Risk..., Basel II, Financial Risk, Credit Risk, Social media Risk..., UDAAP, Compliance, Retail Risk Management, Risk Management, Derivatives, Market Risk, Hedge Funds, Sarbanes-Oxley Act, Capital Markets, Social Media, Banking, Enterprise Risk..., Structured Finance, Investment Banking, Credit, Portfolio Management, AML, Fixed Income, Financial Services, KYC, Analysis
Education
Saint Peter's University 1986 — 1992
BA
Saint Peter's University
Bachelor of Arts (B.A.)
American Express Company August 2007 - Present
Deutsche Bank 1996 - 2007
UBS (formerly Swiss Bank Corporation) April 1995 - September 1996
Bankers Trust Company September 1987 - April 1995
Skills
Operational Risk, Operational Risk..., Basel II, Financial Risk, Credit Risk, Social media Risk..., UDAAP, Compliance, Retail Risk Management, Risk Management, Derivatives, Market Risk, Hedge Funds, Sarbanes-Oxley Act, Capital Markets, Social Media, Banking, Enterprise Risk..., Structured Finance, Investment Banking, Credit, Portfolio Management, AML, Fixed Income, Financial Services, KYC, Analysis
Education
Saint Peter's University 1986 — 1992
BA
Saint Peter's University
Bachelor of Arts (B.A.)
Eve Marks Eve Marks's Bankers Trust Company Experience September 1985 - January 1994
Job Sales Representative at Weichert
Industry Real Estate
Experience
Weichert January 2007 - Present
United States Postal Service November 2006 - December 2009
Contract Flight Crew January 2004 - April 2009
Deutsche Bank Securities August 1999 - November 2003
BT Alex Brown Securities February 1994 - September 1999
BT Securities Corp (subsidiary of Bankers Trust Co) September 1987 - January 1994
Bankers Trust Company September 1985 - January 1994
The Bank of New York September 1981 - September 1985
Kidder Peabody August 1980 - September 1981
Registrar & Transfer Company February 1978 - September 1980
Education
Saint Peter's University 1975 — 1981
St Francis School of Nursing 1975 — 1976
Weichert January 2007 - Present
United States Postal Service November 2006 - December 2009
Contract Flight Crew January 2004 - April 2009
Deutsche Bank Securities August 1999 - November 2003
BT Alex Brown Securities February 1994 - September 1999
BT Securities Corp (subsidiary of Bankers Trust Co) September 1987 - January 1994
Bankers Trust Company September 1985 - January 1994
The Bank of New York September 1981 - September 1985
Kidder Peabody August 1980 - September 1981
Registrar & Transfer Company February 1978 - September 1980
Education
Saint Peter's University 1975 — 1981
St Francis School of Nursing 1975 — 1976
David Bowles David Bowles's Bankers Trust Company Experience 1975 - 1977
Job Providing solutions to our real estate clients' professional leadership needs for over 30 years
Industry Staffing and Recruiting
Experience
Southcoast Partners, Inc. February 1993 - Present
Another real estate search firm August 1980 - February 1993
Post Oak Bank 1977 - 1979
Bankers Trust Company 1975 - 1977
Skills
Property Management, Commercial Real Estate, Apartments, Recruiting, Real Estate Development, Acquisitions, Construction, Brokerage, Asset Management, Property, Disposition, Real Estate Economics, Management, Leases, Real Estate, Marketing, Lease Administration, Selling, Real Estate Transactions, Negotiation, Budgets, Investment Properties, Contract Negotiation, Lease Negotiations, Residential Homes, Yardi, Shopping Centers, Land Acquisition, Affordable Housing, Landlords, Investments, Location Intelligence, Real Estate Financing, Tenant, Due Diligence, Corporate Real Estate
Education
The University of Texas at Austin 1965 — 1969
BBA, Finance
Stephen F. Austin High School, Austin, TX
Southcoast Partners, Inc. February 1993 - Present
Another real estate search firm August 1980 - February 1993
Post Oak Bank 1977 - 1979
Bankers Trust Company 1975 - 1977
Skills
Property Management, Commercial Real Estate, Apartments, Recruiting, Real Estate Development, Acquisitions, Construction, Brokerage, Asset Management, Property, Disposition, Real Estate Economics, Management, Leases, Real Estate, Marketing, Lease Administration, Selling, Real Estate Transactions, Negotiation, Budgets, Investment Properties, Contract Negotiation, Lease Negotiations, Residential Homes, Yardi, Shopping Centers, Land Acquisition, Affordable Housing, Landlords, Investments, Location Intelligence, Real Estate Financing, Tenant, Due Diligence, Corporate Real Estate
Education
The University of Texas at Austin 1965 — 1969
BBA, Finance
Stephen F. Austin High School, Austin, TX
Daryl Boling Daryl Boling's Bankers Trust Company Experience October 1997 - January 1999
Job US Operations Manager at Pall Mall Art Advisors
Industry Fine Art
Experience
Pall Mall Art Advisors May 2015 - Present
Bucks County Playhouse April 2012 - May 2015
Signature Theatre Company November 2007 - April 2012
Manhattan Theatre Source February 2000 - November 2007
Comedy Central November 1998 - December 1999
Bankers Trust Company October 1997 - January 1999
PRINCIPAL FINANCIAL SECURITIES May 1996 - September 1997
Windridge Apartments August 1995 - May 1996
Gentry's Walk Apartments October 1994 - August 1995
Skills
Theatre, Production, Arts, Administration, Art, Corporate Finance, Operations Management, HR Policies, IT Management, Budget Management, System Administration, Budgets, Stage, Arts Administration, Entertainment, Performing Arts, Stage Management, Acting, Screenwriting, Film, Film Production, Festivals, Musical Theatre, Creative Writing, Directing, Drama, Marketing, Dance, Plays, Theatrical Production, Singing, Production Managment, Stage Lighting, Voice Acting, Music, Television, Production Management
Education
The University of Texas at Austin 1985 — 1992
B.A, Fine Arts
The University of Texas at Austin 1985 — 1992
Drama and Dramatics/Theatre Arts, General
Pall Mall Art Advisors May 2015 - Present
Bucks County Playhouse April 2012 - May 2015
Signature Theatre Company November 2007 - April 2012
Manhattan Theatre Source February 2000 - November 2007
Comedy Central November 1998 - December 1999
Bankers Trust Company October 1997 - January 1999
PRINCIPAL FINANCIAL SECURITIES May 1996 - September 1997
Windridge Apartments August 1995 - May 1996
Gentry's Walk Apartments October 1994 - August 1995
Skills
Theatre, Production, Arts, Administration, Art, Corporate Finance, Operations Management, HR Policies, IT Management, Budget Management, System Administration, Budgets, Stage, Arts Administration, Entertainment, Performing Arts, Stage Management, Acting, Screenwriting, Film, Film Production, Festivals, Musical Theatre, Creative Writing, Directing, Drama, Marketing, Dance, Plays, Theatrical Production, Singing, Production Managment, Stage Lighting, Voice Acting, Music, Television, Production Management
Education
The University of Texas at Austin 1985 — 1992
B.A, Fine Arts
The University of Texas at Austin 1985 — 1992
Drama and Dramatics/Theatre Arts, General
Michael Angerame's Bankers Trust Company Experience 1993 - 1995
Job Portfolio Manager/Chief Investment Officer at Kalani Capital Management LLC
Industry Oil & Energy
Experience
Kalani Capital Management, LLC October 2008 - Present
Kalani Capital Management LLC December 2006 - Present
Catequil Asset Management (Formerly Tiger Management Energy Desk) January 2003 - November 2006
IXIS Capital Markets 2000 - 2002
Swiss Re Financial Products 1996 - 2000
Bankers Trust Company 1993 - 1995
The D. E. Shaw Group 1991 - 1993
Skills
Project Management, Risk Management, Due Diligence, Portfolio Management, Management, Investments, Business Strategy, Leadership, Petroleum, Strategic Planning, Management Consulting, Equities, Hedge Funds, Asset Management, Capital Markets, Strategy, Alternative Investments, Trading, Derivatives, Financial Modeling, Commodity, Financial Markets, Mergers & Acquisitions, Valuation
Education
University of Illinois at Urbana-Champaign
Bachelor's Degree, Economics/Finance
University of Illinois at Urbana-Champaign
Chemical Engineering
University of Iowa
Theoretical and Mathematical Physics
Kalani Capital Management, LLC October 2008 - Present
Kalani Capital Management LLC December 2006 - Present
Catequil Asset Management (Formerly Tiger Management Energy Desk) January 2003 - November 2006
IXIS Capital Markets 2000 - 2002
Swiss Re Financial Products 1996 - 2000
Bankers Trust Company 1993 - 1995
The D. E. Shaw Group 1991 - 1993
Skills
Project Management, Risk Management, Due Diligence, Portfolio Management, Management, Investments, Business Strategy, Leadership, Petroleum, Strategic Planning, Management Consulting, Equities, Hedge Funds, Asset Management, Capital Markets, Strategy, Alternative Investments, Trading, Derivatives, Financial Modeling, Commodity, Financial Markets, Mergers & Acquisitions, Valuation
Education
University of Illinois at Urbana-Champaign
Bachelor's Degree, Economics/Finance
University of Illinois at Urbana-Champaign
Chemical Engineering
University of Iowa
Theoretical and Mathematical Physics
Thomas Lemmon's Bankers Trust Company Experience 1981 - 1985
Job Communications Strategist US Structured Finance @ Moody's
Industry Public Relations and Communications
Experience
Moody's Investors Service July 2007 - Present
NYU School of Continuing Professiional Studies September 2004 - 2010
Deloitte 2006 - 2007
AICPA 1998 - 2006
AICPA October 1996 - October 1998
AICPA July 1995 - September 1996
Bankers Trust Company 1981 - 1985
Coopers & Lybrand 1979 - 1981
Skills
Professional Services, Professional..., Internal Communications, Strategic Communications, Media Relations, Public Relations, Leadership, Management, Strategic Planning, Recruiting, Corporate Communications, Crisis Communications, Communication Training, Message Development, Press Releases, Financial Services, Reputation Management, Accounting, Newsletters, Strategy, Marketing Communications
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
Master of Business Administration (M.B.A.), Finance, General
St. Francis College
Accounting
Moody's Investors Service July 2007 - Present
NYU School of Continuing Professiional Studies September 2004 - 2010
Deloitte 2006 - 2007
AICPA 1998 - 2006
AICPA October 1996 - October 1998
AICPA July 1995 - September 1996
Bankers Trust Company 1981 - 1985
Coopers & Lybrand 1979 - 1981
Skills
Professional Services, Professional..., Internal Communications, Strategic Communications, Media Relations, Public Relations, Leadership, Management, Strategic Planning, Recruiting, Corporate Communications, Crisis Communications, Communication Training, Message Development, Press Releases, Financial Services, Reputation Management, Accounting, Newsletters, Strategy, Marketing Communications
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
Master of Business Administration (M.B.A.), Finance, General
St. Francis College
Accounting
Robin A. Bodell's Bankers Trust Company Experience 1992 - 1994
Job Financial Services Executive with more recent NotforProfit Administration and Event Management Experience
Industry Financial Services
Experience
J. Hilburn Men's Clothier July 2015 - Present
Self-Employed January 2015 - Present
Children of Fallen Patriots Foundation September 2013 - January 2015
Veterans Advantage, Inc. September 2012 - November 2012
The Children of Fallen Patriots Foundation February 2011 - July 2012
The Greenwich Land Trust November 2007 - May 2008
Wachovia Bank January 1999 - 2006
Wachovia 1999 - 2006
Fleet National Bank (legacy Shawmut Bank) 1994 - 1997
Bankers Trust Company 1992 - 1994
Skills
Banking, Business Development, Start-ups, Structured Finance, Finance, Fundraising, Management, Loans, Sales, Budgets, Strategy, Financial Services, Investments
Education
Trinity College-Hartford
Bachelor of Arts (BA), Art History/Architecture
J. Hilburn Men's Clothier July 2015 - Present
Self-Employed January 2015 - Present
Children of Fallen Patriots Foundation September 2013 - January 2015
Veterans Advantage, Inc. September 2012 - November 2012
The Children of Fallen Patriots Foundation February 2011 - July 2012
The Greenwich Land Trust November 2007 - May 2008
Wachovia Bank January 1999 - 2006
Wachovia 1999 - 2006
Fleet National Bank (legacy Shawmut Bank) 1994 - 1997
Bankers Trust Company 1992 - 1994
Skills
Banking, Business Development, Start-ups, Structured Finance, Finance, Fundraising, Management, Loans, Sales, Budgets, Strategy, Financial Services, Investments
Education
Trinity College-Hartford
Bachelor of Arts (BA), Art History/Architecture
Fernand Kong's Bankers Trust Company Experience 1986 - 1987
Job Head of Foreign Exchange at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank July 1996 - Present
Silicon Valley Bank July 1996 - 2010
NatWest Markets June 1993 - December 1995
Westpac Banking Corporation 1987 - 1989
Bankers Trust Company 1986 - 1987
Bankers Trust Company 1983 - 1986
Skills
FX Options, Interest Rate Risk..., Foreign Exchange..., FX Hedging, FX trading, Options, Trading, Treasury Management, Derivatives, Foreign Exchange, Currency, Hedging, Risk Management, FX Trading, Bloomberg, Financial Markets, Banking, Financial Analysis, Portfolio Management
Education
Santa Clara University
MBA
The University of Hong Kong
B. Social Sc.
Silicon Valley Bank July 1996 - Present
Silicon Valley Bank July 1996 - 2010
NatWest Markets June 1993 - December 1995
Westpac Banking Corporation 1987 - 1989
Bankers Trust Company 1986 - 1987
Bankers Trust Company 1983 - 1986
Skills
FX Options, Interest Rate Risk..., Foreign Exchange..., FX Hedging, FX trading, Options, Trading, Treasury Management, Derivatives, Foreign Exchange, Currency, Hedging, Risk Management, FX Trading, Bloomberg, Financial Markets, Banking, Financial Analysis, Portfolio Management
Education
Santa Clara University
MBA
The University of Hong Kong
B. Social Sc.
Nestor Montoya's Bankers Trust Company Experience 1992 - 1997
Job Wealth Management Advisor at TIAACREF and Financial Services Consultant
Industry Financial Services
Experience
TIAA-CREF March 1998 - Present
Bankers Trust Company 1992 - 1997
Bankers Trust Company 1990 - 1992
Bankers Trust 1988 - 1990
Education
The University of New Mexico - Robert O. Anderson School of Management 1984 — 1988
BBA, Managerial Finance
TIAA-CREF March 1998 - Present
Bankers Trust Company 1992 - 1997
Bankers Trust Company 1990 - 1992
Bankers Trust 1988 - 1990
Education
The University of New Mexico - Robert O. Anderson School of Management 1984 — 1988
BBA, Managerial Finance
Jenna Bedsole's Bankers Trust Company Experience May 1993 - August 1994
Job Shareholder at Baker, Donelson, Bearman, Caldwell and Berkowitz, P.C.
Industry Law Practice
Experience
Baker, Donelson, Bearman, Caldwell and Berkowitz, P.C. April 2015 - Present
Blackburn Institute 2006 - Present
Baker Donelson May 2011 - March 2015
Lloyd, Gray, Whitehead and Monroe, P.C. September 1997 - May 2011
Bankers Trust Company May 1993 - August 1994
Skills
Litigation, Commercial Litigation, Civil Litigation
Education
The University of Alabama School of Law 1994 — 1997
J.D., Law
University of Alabama 1989 — 1993
B.A., English - History - Minor
Baker, Donelson, Bearman, Caldwell and Berkowitz, P.C. April 2015 - Present
Blackburn Institute 2006 - Present
Baker Donelson May 2011 - March 2015
Lloyd, Gray, Whitehead and Monroe, P.C. September 1997 - May 2011
Bankers Trust Company May 1993 - August 1994
Skills
Litigation, Commercial Litigation, Civil Litigation
Education
The University of Alabama School of Law 1994 — 1997
J.D., Law
University of Alabama 1989 — 1993
B.A., English - History - Minor
Rob Greenblatt's Bankers Trust Company Experience 1985 - 1995
Job Private Investor
Industry Investment Management
Experience
Caldwell & Orkin 2001 - 2006
Polaris Capital Management 1995 - 2001
Bankers Trust Company 1985 - 1995
Education
The University of Chicago Booth School of Business 1983 — 1985
Wesleyan University 1979 — 1983
BA, History
Caldwell & Orkin 2001 - 2006
Polaris Capital Management 1995 - 2001
Bankers Trust Company 1985 - 1995
Education
The University of Chicago Booth School of Business 1983 — 1985
Wesleyan University 1979 — 1983
BA, History
Pat Blanchard's Bankers Trust Company Experience 1974 - 1983
Job Director/Jacksonville Women's Business Center
Industry Program Development
Experience
Jacksonville Women's Business Center 2009 - Present
JWBC/Chamber of Commerce 2007 - 2009
Bankers Trust Company 1974 - 1983
Skills
Public Speaking, Management, Customer Service, Project Management, Strategic Planning
Education
Smith College 1970 — 1974
Bachelor of Arts (B.A.), American History
Jacksonville Women's Business Center 2009 - Present
JWBC/Chamber of Commerce 2007 - 2009
Bankers Trust Company 1974 - 1983
Skills
Public Speaking, Management, Customer Service, Project Management, Strategic Planning
Education
Smith College 1970 — 1974
Bachelor of Arts (B.A.), American History
James Anglin's Bankers Trust Company Experience 1991 - 1999
Job Project Manager at Paladyne Systems
Industry Computer Software
Experience
Paladyne Systems Product ManagerHSBC Securities Services2003 - 2005
Deutsche Bank 1999 - 2004
Bankers Trust Company 1991 - 1999
Education
State University of New York College at Oswego 1986 — 1990
Paladyne Systems Product ManagerHSBC Securities Services2003 - 2005
Deutsche Bank 1999 - 2004
Bankers Trust Company 1991 - 1999
Education
State University of New York College at Oswego 1986 — 1990
Kent Covington's Bankers Trust Company Experience 1980 - 1984
Job Investment Property Sales Bloom Real Estate Group
Industry Real Estate
Experience
Bloom Real Estate Group LLC October 2014 - Present
Concrete Media Inc. August 2011 - Present
Everest Capital 2007 - 2008
WR Capital Management L.P. July 2005 - September 2006
Donaldson Lufkin & Jenrette/Credit Suisse Asset Management June 1997 - 2001
Carey Winston Company/Barruetta 1993 - 1997
LaSalle Partners June 1986 - February 1992
Bankers Trust Company 1980 - 1984
Skills
Global Management, Hedge Funds, Private Equity, Venture Capital, Commercial Real Estate, Alternative Investments, Asset Managment, Equities, Investments, Capital Markets, Portfolio Management, Emerging Markets, Fixed Income, Valuation, Due Diligence, Equity Research, Asset Management, Financial Advisory, Business Development, Funding, Capital, Capital Raising, Acquisitions, Finance, Investment Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1984 — 1986
MBA, Finance & Accounting
University of Virginia 1976 — 1980
BS in Commerce, Concentration in Finance.
The Collegiate School 1964 — 1976
HS Diploma, 3Rs
Bloom Real Estate Group LLC October 2014 - Present
Concrete Media Inc. August 2011 - Present
Everest Capital 2007 - 2008
WR Capital Management L.P. July 2005 - September 2006
Donaldson Lufkin & Jenrette/Credit Suisse Asset Management June 1997 - 2001
Carey Winston Company/Barruetta 1993 - 1997
LaSalle Partners June 1986 - February 1992
Bankers Trust Company 1980 - 1984
Skills
Global Management, Hedge Funds, Private Equity, Venture Capital, Commercial Real Estate, Alternative Investments, Asset Managment, Equities, Investments, Capital Markets, Portfolio Management, Emerging Markets, Fixed Income, Valuation, Due Diligence, Equity Research, Asset Management, Financial Advisory, Business Development, Funding, Capital, Capital Raising, Acquisitions, Finance, Investment Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1984 — 1986
MBA, Finance & Accounting
University of Virginia 1976 — 1980
BS in Commerce, Concentration in Finance.
The Collegiate School 1964 — 1976
HS Diploma, 3Rs
Randy Kushma's Bankers Trust Company Experience 1993 - 1996
Job Managing consultant at IBM
Industry Management Consulting
Experience
IBM October 2002 - Present
PricewaterhouseCoopers Consulting 1996 - 2002
Bankers Trust Company 1993 - 1996
International Marketnet 1985 - 1987
Skills
Business Transformation, IT Strategy, Management Consulting, PMO, Business Process..., Acquisition Integration, IT Transformation, Business Process..., Business Analysis, Enterprise Architecture, Program Management, Global Delivery, PMP, Finance Transformation, Governance, Project Portfolio..., Business Process Design, Business Process, SDLC
Education
Wake Forest University 1977 — 1981
BS, Math
Stevens Institute of Technology
MS, Computer Science
IBM October 2002 - Present
PricewaterhouseCoopers Consulting 1996 - 2002
Bankers Trust Company 1993 - 1996
International Marketnet 1985 - 1987
Skills
Business Transformation, IT Strategy, Management Consulting, PMO, Business Process..., Acquisition Integration, IT Transformation, Business Process..., Business Analysis, Enterprise Architecture, Program Management, Global Delivery, PMP, Finance Transformation, Governance, Project Portfolio..., Business Process Design, Business Process, SDLC
Education
Wake Forest University 1977 — 1981
BS, Math
Stevens Institute of Technology
MS, Computer Science
Sean Mead's Bankers Trust Company Experience August 1986 - June 1994
Job VP at The Bank of New York Mellon Corporation
Industry Banking
Experience
The Bank of New York Mellon Corporation Project ManagerJP Morgan Asset ManagementJanuary 1998 - July 2001
Bankers Trust Company August 1986 - June 1994
Education
Saint Peter's University 1982 — 1986
BS, Marketing and Econimics
The Bank of New York Mellon Corporation Project ManagerJP Morgan Asset ManagementJanuary 1998 - July 2001
Bankers Trust Company August 1986 - June 1994
Education
Saint Peter's University 1982 — 1986
BS, Marketing and Econimics
Rich Mitterando's Bankers Trust Company Experience January 1990 - January 1994
Job Product Manager at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ OMX May 2010 - Present
J.P. Morgan January 2007 - May 2010
Standard & Poor's June 2004 - February 2007
UBS Financial Services Inc. (formerly PaineWebber Inc January 1996 - January 2004
PaineWebber January 1998 - January 1999
PaineWebber January 1996 - January 1998
J. Juliano & Associates, Corp January 1994 - January 1996
Bankers Trust Company January 1990 - January 1994
Skills
Product Management, Risk Management, Strategy
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, International Business/Organizational Behavior
Syracuse University 1986 — 1990
Bachelor of Science
Port Richmond HS
NASDAQ OMX May 2010 - Present
J.P. Morgan January 2007 - May 2010
Standard & Poor's June 2004 - February 2007
UBS Financial Services Inc. (formerly PaineWebber Inc January 1996 - January 2004
PaineWebber January 1998 - January 1999
PaineWebber January 1996 - January 1998
J. Juliano & Associates, Corp January 1994 - January 1996
Bankers Trust Company January 1990 - January 1994
Skills
Product Management, Risk Management, Strategy
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, International Business/Organizational Behavior
Syracuse University 1986 — 1990
Bachelor of Science
Port Richmond HS
Jan Locke Wong's Bankers Trust Company Experience 1996 - 2004
Job Project Manager Business Analyst
Industry Financial Services
Experience
ForwardThink Group July 2013 - Present
Goldman Sachs August 2011 - July 2013
Goldman Sachs October 2009 - September 2011
Innovest Systems 2005 - 2006
Bankers Trust Company 1996 - 2004
Deutsche Bank 1995 - 2004
Leveraged Technology 1995 - 1995
Skills
Business Analysis, Project Management, Asset Managment, Business Relationship..., Fixed Income, Portfolio Management, Analysis, Management, Equities, Financial Services, Securities, Asset Management, Business Process, Risk Management, Derivatives, Data Analysis, Business Requirements, Capital Markets, Investment Banking, Hedge Funds, Middle Office
Education
University of Kansas 1986 — 1992
Bachelor of Science, Business Administration
ForwardThink Group July 2013 - Present
Goldman Sachs August 2011 - July 2013
Goldman Sachs October 2009 - September 2011
Innovest Systems 2005 - 2006
Bankers Trust Company 1996 - 2004
Deutsche Bank 1995 - 2004
Leveraged Technology 1995 - 1995
Skills
Business Analysis, Project Management, Asset Managment, Business Relationship..., Fixed Income, Portfolio Management, Analysis, Management, Equities, Financial Services, Securities, Asset Management, Business Process, Risk Management, Derivatives, Data Analysis, Business Requirements, Capital Markets, Investment Banking, Hedge Funds, Middle Office
Education
University of Kansas 1986 — 1992
Bachelor of Science, Business Administration
Jacobo Buzali's Bankers Trust Company Experience October 1992 - December 1995
Job Managing Partner at Morgan Rio Capital Management, LLC
Industry Investment Management
Experience
Morgan Rio Capital Management, LLC November 2008 - Present
D.B. Zwirn & Co., L.P. January 2006 - June 2008
Bassini Playfair Wright March 2005 - December 2005
Credit Lyonnais (Calyon) Securities (USA) Inc. March 1996 - January 2005
Bankers Trust Company October 1992 - December 1995
Skills
Investment Banking, Private Equity, Hedge Funds, Asset Managment, Valuation, Alternative Investments, Investments, Capital Markets, Portfolio Management, Equities, Emerging Markets, Due Diligence, Financial Modeling, Financial Structuring, Fixed Income, Asset Management
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance & Real Estate
Universidad Nacional Autónoma de México 1982 — 1986
B.A., Architecture
Morgan Rio Capital Management, LLC November 2008 - Present
D.B. Zwirn & Co., L.P. January 2006 - June 2008
Bassini Playfair Wright March 2005 - December 2005
Credit Lyonnais (Calyon) Securities (USA) Inc. March 1996 - January 2005
Bankers Trust Company October 1992 - December 1995
Skills
Investment Banking, Private Equity, Hedge Funds, Asset Managment, Valuation, Alternative Investments, Investments, Capital Markets, Portfolio Management, Equities, Emerging Markets, Due Diligence, Financial Modeling, Financial Structuring, Fixed Income, Asset Management
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance & Real Estate
Universidad Nacional Autónoma de México 1982 — 1986
B.A., Architecture
Craig Krasinski's Bankers Trust Company Experience September 1995 - September 1997
Job Managing Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management January 2012 - Present
Morgan Stanley Investment Management July 2006 - December 2011
JPMorgan Chase June 2005 - July 2006
Deutsche Bank 1997 - 2005
Bankers Trust Company September 1995 - September 1997
Skills
Fixed Income, Capital Markets, Credit Derivatives, Derivatives, Management, Valuation, Equities, Futures, Options, Interest Rate Swaps, Interest Rate..., Counterparty Risk, Collateral Management, ISDA negotiations, Electronic Trading, Rates, Hedge Funds, Middle Office, Trading Systems, Equity Derivatives, Bloomberg, Structured Products, Trading, Alternative Investments, FX Options
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
MBA, Finance
The Cooper Union for the Advancement of Science and Art 1991 — 1995
BE, Mechanical Engineering
Morgan Stanley Investment Management January 2012 - Present
Morgan Stanley Investment Management July 2006 - December 2011
JPMorgan Chase June 2005 - July 2006
Deutsche Bank 1997 - 2005
Bankers Trust Company September 1995 - September 1997
Skills
Fixed Income, Capital Markets, Credit Derivatives, Derivatives, Management, Valuation, Equities, Futures, Options, Interest Rate Swaps, Interest Rate..., Counterparty Risk, Collateral Management, ISDA negotiations, Electronic Trading, Rates, Hedge Funds, Middle Office, Trading Systems, Equity Derivatives, Bloomberg, Structured Products, Trading, Alternative Investments, FX Options
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
MBA, Finance
The Cooper Union for the Advancement of Science and Art 1991 — 1995
BE, Mechanical Engineering
Donna Sheehan's Bankers Trust Company Experience February 1992 - February 1998
Job Experienced lending operations and implementation professional
Industry Banking
Experience
Wells Fargo Bank N.A. October 2010 - Present
Wachovia Bank August 2008 - October 2009
Wachovia Bank September 2006 - August 2008
KeyBank February 2005 - September 2006
UBS Investment Bank March 2004 - February 2005
Misys Banking Systems February 1998 - January 2004
Bankers Trust Company February 1992 - February 1998
US Army 1981 - 1987
Skills
Portfolio Management, Credit, Syndications, Mergers & Acquisitions, Financial Services, Commercial Lending, Integration, Leadership, Business Analysis, Middle Office
Education
George Mason University - School of Business 1990 — 1991
MBA, emphasis on Finance, Accounting
Tulane University 1978 — 1981
BS, Computer Science Engineering
Wells Fargo Bank N.A. October 2010 - Present
Wachovia Bank August 2008 - October 2009
Wachovia Bank September 2006 - August 2008
KeyBank February 2005 - September 2006
UBS Investment Bank March 2004 - February 2005
Misys Banking Systems February 1998 - January 2004
Bankers Trust Company February 1992 - February 1998
US Army 1981 - 1987
Skills
Portfolio Management, Credit, Syndications, Mergers & Acquisitions, Financial Services, Commercial Lending, Integration, Leadership, Business Analysis, Middle Office
Education
George Mason University - School of Business 1990 — 1991
MBA, emphasis on Finance, Accounting
Tulane University 1978 — 1981
BS, Computer Science Engineering
Andrew Hays's Bankers Trust Company Experience September 1994 - June 1999
Job Associate at Deutsche Bank National Trust Company
Industry Banking
Experience
Deutsche Bank National Trust Company June 1999 - Present
Bankers Trust Company September 1994 - June 1999
Skills
Banking, Capital Markets, Loans, Process Improvement, Credit, Structured Finance, Sales, Fixed Income, Financial Services, Financial Modeling, Financial Structuring, Investment Banking, Mortgage Lending, Mortgage Banking, Risk Management, Valuation, CRM, Structured Products, MBS, Securitization, Portfolio Management, ABS, Securities, Equities, Derivatives
Education
San Jose State University 1983 — 1987
Deutsche Bank National Trust Company June 1999 - Present
Bankers Trust Company September 1994 - June 1999
Skills
Banking, Capital Markets, Loans, Process Improvement, Credit, Structured Finance, Sales, Fixed Income, Financial Services, Financial Modeling, Financial Structuring, Investment Banking, Mortgage Lending, Mortgage Banking, Risk Management, Valuation, CRM, Structured Products, MBS, Securitization, Portfolio Management, ABS, Securities, Equities, Derivatives
Education
San Jose State University 1983 — 1987
David Pateros's Bankers Trust Company Experience 1980 - 1990
Job Managing Director at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank Managing DirectorCitigroup Private BankNovember 1999 - July 2006
Bankers Trust Company 1980 - 1990
Education
The University of Chicago Booth School of Business 1975 — 1977
HSBC Private Bank Managing DirectorCitigroup Private BankNovember 1999 - July 2006
Bankers Trust Company 1980 - 1990
Education
The University of Chicago Booth School of Business 1975 — 1977
Linda Ducruet's Bankers Trust Company Experience 1984 - 1989
Job Managing Partner, Ducruet & Associates, LLC
Industry Staffing and Recruiting
Experience
Ducruet & Associates, LLC 2003 - Present
Directorship Search Group 2001 - 2003
Heidrick & Struggles 1994 - 2001
Fleet Bank 1989 - 1993
Bankers Trust Company 1984 - 1989
Memorex, France 1982 - 1982
IBM 1977 - 1981
Skills
Business Strategy, Derivatives, Wealth Management, Hedge Funds, Investment Management, Financial Services, Marketing
Education
Smith College
AB, Economics
Ducruet & Associates, LLC 2003 - Present
Directorship Search Group 2001 - 2003
Heidrick & Struggles 1994 - 2001
Fleet Bank 1989 - 1993
Bankers Trust Company 1984 - 1989
Memorex, France 1982 - 1982
IBM 1977 - 1981
Skills
Business Strategy, Derivatives, Wealth Management, Hedge Funds, Investment Management, Financial Services, Marketing
Education
Smith College
AB, Economics
Jack Rafferty's Bankers Trust Company Experience March 1972 - May 1980
Job SVP at Citi
Industry Financial Services
Experience
Citibank May 1980 - Present
Bankers Trust Company March 1972 - May 1980
U S Army August 1968 - March 1972
Skills
Commercial Owner..., NYSERDA Interest Rate..., SBA 504 90% Mortgage..., Commercial Loans for..., Commercial Loans for..., Linked Deposit Program..., Commercial Loan Officer
Education
St. Peter's College 1964 — 1968
BS History
Citibank May 1980 - Present
Bankers Trust Company March 1972 - May 1980
U S Army August 1968 - March 1972
Skills
Commercial Owner..., NYSERDA Interest Rate..., SBA 504 90% Mortgage..., Commercial Loans for..., Commercial Loans for..., Linked Deposit Program..., Commercial Loan Officer
Education
St. Peter's College 1964 — 1968
BS History
Adam Workman's Bankers Trust Company Experience July 1986 - May 1997
Job Vice President and Trust Advisor with Private Wealth Management at Regions
Industry Banking
Experience
Regions Financial Corporation April 2015 - Present
Wells Fargo January 2013 - April 2015
Wachovia Bank September 2004 - January 2013
Fleet Bank September 2000 - September 2004
SunTrust Bank May 1997 - September 2000
Bankers Trust Company July 1986 - May 1997
Skills
Banking, Relationship Management..., Estate Planning, Management, Wealth, Trusts, Investments, Risk Management, Financial Analysis, Financial Services, Asset Allocation, Mutual Funds, Retirement Planning, Wealth Management, Finance, High Net Worth..., Wealth Management...
Education
University of Hartford 1981 — 1984
Bachelor of Science (B.S.), Economics and Finance
Regions Financial Corporation April 2015 - Present
Wells Fargo January 2013 - April 2015
Wachovia Bank September 2004 - January 2013
Fleet Bank September 2000 - September 2004
SunTrust Bank May 1997 - September 2000
Bankers Trust Company July 1986 - May 1997
Skills
Banking, Relationship Management..., Estate Planning, Management, Wealth, Trusts, Investments, Risk Management, Financial Analysis, Financial Services, Asset Allocation, Mutual Funds, Retirement Planning, Wealth Management, Finance, High Net Worth..., Wealth Management...
Education
University of Hartford 1981 — 1984
Bachelor of Science (B.S.), Economics and Finance
Joan Simari's Bankers Trust Company Experience September 1996 - March 1998
Job Owner's Representative, Facilities Project Management, Real Estate Executive
Industry Construction
Experience
Dabella Management Group Inc. October 2010 - Present
Davidson Kempner Capital Management LLC May 2004 - September 2010
The Capital Markets Company (CAPCO) April 2000 - April 2004
Knight Apparel Corporation/Memphis Apparel Group March 1998 - April 2000
Bankers Trust Company September 1996 - March 1998
Graff Pay-Per-View July 1992 - September 1996
Education
Thomas Edison State College
Associate of Arts (A.A.)
Dabella Management Group Inc. October 2010 - Present
Davidson Kempner Capital Management LLC May 2004 - September 2010
The Capital Markets Company (CAPCO) April 2000 - April 2004
Knight Apparel Corporation/Memphis Apparel Group March 1998 - April 2000
Bankers Trust Company September 1996 - March 1998
Graff Pay-Per-View July 1992 - September 1996
Education
Thomas Edison State College
Associate of Arts (A.A.)
Susan Alderton's Bankers Trust Company Experience 1978 - 1981
Job Corporate Financial Professional
Industry Capital Markets
Experience
Stephens Inc. 2002 - 2006
NL Industries, Inc. 1986 - 2002
Avco Corp. 1981 - 1986
Bankers Trust Company 1978 - 1981
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Exeter
B.A., Economics & Statistics
Stephens Inc. 2002 - 2006
NL Industries, Inc. 1986 - 2002
Avco Corp. 1981 - 1986
Bankers Trust Company 1978 - 1981
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Exeter
B.A., Economics & Statistics
Joseph Vernon's Bankers Trust Company Experience March 1989 - August 1994
Job Executive Director U.S. Product Manager/Prime Clearing Services
Industry Financial Services
Experience
Société Générale September 2010 - Present
JPMorgan 2005 - September 2010
Bear Stearns September 2005 - June 2008
NYFIX June 2000 - June 2005
Schroders December 1997 - May 2000
NatWest Markets April 1995 - December 1997
Bankers Trust Company March 1989 - August 1994
Skills
Capital Markets, Proprietary Trading, Equity Trading, FINRA, Equities, Electronic Trading, Financial Services, Prime Brokerage, Market Data, Equity Research, Risk Management, Securities, Investment Banking, Derivatives, Options, Financial Risk, Equity Derivatives, FX Options, Series 63, Valuation, Hedge Funds, Financial Markets, Bloomberg, Trading Systems, Business Analysis, Bonds, Series 24, Commodity, Order Management, Financial Modeling, Emerging Markets, Alternative Investments, ETFs, Series 7, Investments, Mutual Funds, Asset Management, Trading, Portfolio Management, Private Equity, Fixed Income
Education
University of Colorado at Boulder 1983 — 1987
Psychology
SEC Licenses
Société Générale September 2010 - Present
JPMorgan 2005 - September 2010
Bear Stearns September 2005 - June 2008
NYFIX June 2000 - June 2005
Schroders December 1997 - May 2000
NatWest Markets April 1995 - December 1997
Bankers Trust Company March 1989 - August 1994
Skills
Capital Markets, Proprietary Trading, Equity Trading, FINRA, Equities, Electronic Trading, Financial Services, Prime Brokerage, Market Data, Equity Research, Risk Management, Securities, Investment Banking, Derivatives, Options, Financial Risk, Equity Derivatives, FX Options, Series 63, Valuation, Hedge Funds, Financial Markets, Bloomberg, Trading Systems, Business Analysis, Bonds, Series 24, Commodity, Order Management, Financial Modeling, Emerging Markets, Alternative Investments, ETFs, Series 7, Investments, Mutual Funds, Asset Management, Trading, Portfolio Management, Private Equity, Fixed Income
Education
University of Colorado at Boulder 1983 — 1987
Psychology
SEC Licenses
Peter Gerrer's Bankers Trust Company Experience 1986 - 1987
Job Senior Consultant at Financial Services Management Consulting
Industry Financial Services
Experience
Financial Services Management Consulting 2005 - Present
Wells Fargo Bank 2001 - 2005
First Union National Bank 1999 - 2001
U.S. Trust Company 1996 - 1999
Bank of America 1989 - 1995
First Interstate Bank 1987 - 1989
Bankers Trust Company 1986 - 1987
Crocker National Bank 1977 - 1986
Education
Saint Bonaventure University 1968 — 1972
BS, Pre Medical Sciences
Financial Services Management Consulting 2005 - Present
Wells Fargo Bank 2001 - 2005
First Union National Bank 1999 - 2001
U.S. Trust Company 1996 - 1999
Bank of America 1989 - 1995
First Interstate Bank 1987 - 1989
Bankers Trust Company 1986 - 1987
Crocker National Bank 1977 - 1986
Education
Saint Bonaventure University 1968 — 1972
BS, Pre Medical Sciences
Paul Warley's Bankers Trust Company Experience January 1989 - May 1991
Job Managing Director at Deloitte Corporate Finance
Industry Investment Banking
Experience
Deloitte Corporate Finance October 2011 - Present
GE Commercial Finance 1998 - October 2011
Bank of America February 1993 - April 1998
Bank of Boston 1992 - 1994
Bankers Trust Company January 1989 - May 1991
Skills
Asset Based Lending, Middle Market, Corporate Finance, Private Equity, Mergers, Mezzanine, Mergers & Acquisitions, Financial Structuring, Equities, Cash Flow Lending, Portfolio Management, Leveraged Finance, Capital Markets, Structured Finance, Commercial Lending, Factoring, Finance, Investment Banking, Loans, Valuation, Financial Modeling, Banking, Venture Capital, Due Diligence, Restructuring, Funding, LBO, Credit Analysis, Project Finance, Credit, Executive Management, M&A experience, Corporate Development, Debt Restructuring, Divestitures, Acquisition Integration, Business Valuation, Renewable Energy, Treasury Management
Education
The Citadel 1980 — 1984
BS, Business Administration
Deloitte Corporate Finance October 2011 - Present
GE Commercial Finance 1998 - October 2011
Bank of America February 1993 - April 1998
Bank of Boston 1992 - 1994
Bankers Trust Company January 1989 - May 1991
Skills
Asset Based Lending, Middle Market, Corporate Finance, Private Equity, Mergers, Mezzanine, Mergers & Acquisitions, Financial Structuring, Equities, Cash Flow Lending, Portfolio Management, Leveraged Finance, Capital Markets, Structured Finance, Commercial Lending, Factoring, Finance, Investment Banking, Loans, Valuation, Financial Modeling, Banking, Venture Capital, Due Diligence, Restructuring, Funding, LBO, Credit Analysis, Project Finance, Credit, Executive Management, M&A experience, Corporate Development, Debt Restructuring, Divestitures, Acquisition Integration, Business Valuation, Renewable Energy, Treasury Management
Education
The Citadel 1980 — 1984
BS, Business Administration
Anu Jayanti's Bankers Trust Company Experience March 1989 - April 1992
Job Managing Director, Investor Relationship Mgmt at Citi
Industry Financial Services
Experience
Citi November 2008 - Present
School for International and Public Affairs, Columbia University 2007 - 2015
School for International and Public Affairs, Columbia University 2007 - 2015
School for International and Public Affairs, Columbia University 2007 - 2015
Citigroup 2001 - December 2008
UBS Investment Bank February 2001 - October 2001
JP Morgan March 1999 - February 2001
Credit Suisse First Boston March 1994 - March 1999
Merrill Lynch May 1992 - March 1994
Bankers Trust Company March 1989 - April 1992
Skills
Sales Management, Asset Management, FX, Financial Markets, Derivatives, FX Options, Asset Managment, Institutional..., Hedge Funds, Investments, Fixed Income, Emerging Markets, Strategy, Investment Banking, Business Planning, Commodity, Trading, Foreign Exchange, Electronic Trading, CRM, Trading Systems, Equities, Risk Management, FX trading, Options, Alternative Investments, Capital Markets, Proprietary Trading, Bloomberg, Bonds
Education
The London School of Economics and Political Science (LSE) 1984 — 1985
M. Sc., Economics
Wellesley College 1979 — 1983
B.A., Economics
College du Leman 1977 — 1979
HS Diploma
Citi November 2008 - Present
School for International and Public Affairs, Columbia University 2007 - 2015
School for International and Public Affairs, Columbia University 2007 - 2015
School for International and Public Affairs, Columbia University 2007 - 2015
Citigroup 2001 - December 2008
UBS Investment Bank February 2001 - October 2001
JP Morgan March 1999 - February 2001
Credit Suisse First Boston March 1994 - March 1999
Merrill Lynch May 1992 - March 1994
Bankers Trust Company March 1989 - April 1992
Skills
Sales Management, Asset Management, FX, Financial Markets, Derivatives, FX Options, Asset Managment, Institutional..., Hedge Funds, Investments, Fixed Income, Emerging Markets, Strategy, Investment Banking, Business Planning, Commodity, Trading, Foreign Exchange, Electronic Trading, CRM, Trading Systems, Equities, Risk Management, FX trading, Options, Alternative Investments, Capital Markets, Proprietary Trading, Bloomberg, Bonds
Education
The London School of Economics and Political Science (LSE) 1984 — 1985
M. Sc., Economics
Wellesley College 1979 — 1983
B.A., Economics
College du Leman 1977 — 1979
HS Diploma
Harla Martin's Bankers Trust Company Experience January 1992 - January 1994
Job Licensed Personal Lines Insurance Professional
Industry Insurance
Experience
Granada Corporation September 2011 - December 2013
2008 to 2009EDUCATE ONLINE November 2008 - March 2009
2007 to 2008INSURANCE TRAINING & EDUCATION CENTER October 2007 - March 2008
Liberty Mutual Insurance September 2001 - August 2007
Farmers Insurance January 2000 - January 2001
Temporarily Yours January 1997 - January 2000
TRES RIOS KITCHEN & BATH January 1996 - January 1997
ADVANCE EMPLOYMENT AGENCY January 1995 - January 1996
LIBERTY MUTUAL/HELMSMAN MANAGEMENT January 1994 - January 1995
BANKERS TRUST COMPANY January 1992 - January 1994
Skills
Workers Compensation, Loans, Retirement Planning, Claims Handling, Claim, Customer Service, Finance, Insurance, Liability, Sales, Underwriting, Commercial Insurance, Training, Property & Casualty..., Casualty Insurance, Team Building, Umbrella Insurance
Education
University of California, Riverside 1988 — 1992
BA, Admin. Studies
Granada Corporation September 2011 - December 2013
2008 to 2009EDUCATE ONLINE November 2008 - March 2009
2007 to 2008INSURANCE TRAINING & EDUCATION CENTER October 2007 - March 2008
Liberty Mutual Insurance September 2001 - August 2007
Farmers Insurance January 2000 - January 2001
Temporarily Yours January 1997 - January 2000
TRES RIOS KITCHEN & BATH January 1996 - January 1997
ADVANCE EMPLOYMENT AGENCY January 1995 - January 1996
LIBERTY MUTUAL/HELMSMAN MANAGEMENT January 1994 - January 1995
BANKERS TRUST COMPANY January 1992 - January 1994
Skills
Workers Compensation, Loans, Retirement Planning, Claims Handling, Claim, Customer Service, Finance, Insurance, Liability, Sales, Underwriting, Commercial Insurance, Training, Property & Casualty..., Casualty Insurance, Team Building, Umbrella Insurance
Education
University of California, Riverside 1988 — 1992
BA, Admin. Studies
Clarke Edgar's Bankers Trust Company Experience 1990 - 1998
Job Owner at Carolina Carriage
Industry Retail
Experience
Carolina Carriage September 2013 - Present
Resources Global Professionals 2005 - 2011
Deutsche Bank 1998 - 2005
Bankers Trust Company 1990 - 1998
Salomon Brothers 1984 - 1990
Dreyfus 1982 - 1984
Skills
Product Control, Financial Analysis, Managerial Finance, Accounting, Project Management, IFRS, Credit Analysis, Investment Banking, Forecasting, Financial Services, Trading, Financial Risk, Securities, Financial Modeling, Mutual Funds, Sales, Portfolio Management, Capital Markets, Equities, Management
Education
Syracuse University 1979 — 1981
BS, Accounting
Washington and Lee University
Carolina Carriage September 2013 - Present
Resources Global Professionals 2005 - 2011
Deutsche Bank 1998 - 2005
Bankers Trust Company 1990 - 1998
Salomon Brothers 1984 - 1990
Dreyfus 1982 - 1984
Skills
Product Control, Financial Analysis, Managerial Finance, Accounting, Project Management, IFRS, Credit Analysis, Investment Banking, Forecasting, Financial Services, Trading, Financial Risk, Securities, Financial Modeling, Mutual Funds, Sales, Portfolio Management, Capital Markets, Equities, Management
Education
Syracuse University 1979 — 1981
BS, Accounting
Washington and Lee University
Lalitha Sundaram's Bankers Trust Company Experience October 1984 - February 1992
Job IT Consultant at Longfellow Investment Management Co.
Industry Information Technology and Services
Experience
Longfellow Investment Management Co. June 2014 - Present
Longfellow Investment Management Co. June 2010 - May 2014
Crosby Benefit Systems January 2009 - May 2010
Bankers Trust Company October 1984 - February 1992
Skills
Project Management, Data Analysis, Databases, Microsoft Excel, Microsoft Office
Education
Worcester Polytechnic Institute 2001 — 2003
MS, Operations and IT
Rutgers University-New Brunswick
BA, Computer Science
Longfellow Investment Management Co. June 2014 - Present
Longfellow Investment Management Co. June 2010 - May 2014
Crosby Benefit Systems January 2009 - May 2010
Bankers Trust Company October 1984 - February 1992
Skills
Project Management, Data Analysis, Databases, Microsoft Excel, Microsoft Office
Education
Worcester Polytechnic Institute 2001 — 2003
MS, Operations and IT
Rutgers University-New Brunswick
BA, Computer Science
Beth Noonan's Bankers Trust Company Experience January 1983 - June 1995
Job HR Business Consultant at MetLife
Industry Insurance
Experience
MetLife August 2005 - Present
Mellon Human Resources & Investor Services March 1995 - October 2005
Bankers Trust Company January 1983 - June 1995
Skills
Employee Relations, Employee Engagement, HR Consulting, Human Capital, Change Management, Talent Management, Talent Acquisition, Operational Efficiency, Learning & Development..., Organizational..., Performance Management, Succession Planning, Leadership, Personnel Management, CRM, Deferred Compensation, Process Improvement, Human Resources, Vendor Management, Employee Benefits, Management, Organizational..., Project Management
Education
State University of New York College at Oswego
MetLife August 2005 - Present
Mellon Human Resources & Investor Services March 1995 - October 2005
Bankers Trust Company January 1983 - June 1995
Skills
Employee Relations, Employee Engagement, HR Consulting, Human Capital, Change Management, Talent Management, Talent Acquisition, Operational Efficiency, Learning & Development..., Organizational..., Performance Management, Succession Planning, Leadership, Personnel Management, CRM, Deferred Compensation, Process Improvement, Human Resources, Vendor Management, Employee Benefits, Management, Organizational..., Project Management
Education
State University of New York College at Oswego
Valerie Dalton's Bankers Trust Company Experience January 1983 - January 1995
Job Sales Associate at Berkshire Hathaway HomeServices NJ
Industry Real Estate
Experience
Berkshire Hathaway HomeServices NJ February 2007 - Present
Burgdorff ERA January 1995 - February 2007
Bankers Trust Company January 1983 - January 1995
Skills
Single Family Homes, Selling, Sellers, Real Estate, Real Estate Transactions, Relocation, New Home Sales, Luxury, Short Sales, Condos, Buyer Representation, Referrals, REO, First Time Home Buyers, Investment Properties
Education
Locust Valley High School
University of Connecticut
Textiles
Berkshire Hathaway HomeServices NJ February 2007 - Present
Burgdorff ERA January 1995 - February 2007
Bankers Trust Company January 1983 - January 1995
Skills
Single Family Homes, Selling, Sellers, Real Estate, Real Estate Transactions, Relocation, New Home Sales, Luxury, Short Sales, Condos, Buyer Representation, Referrals, REO, First Time Home Buyers, Investment Properties
Education
Locust Valley High School
University of Connecticut
Textiles
Tim Douglas's Bankers Trust Company Experience March 1983 - March 1985
Job President, Community Care Solutions
Industry Hospital & Health Care
Experience
Community Care Solutions January 2014 - Present
Covenant Community Pain Solutions June 2012 - December 2013
Covenant Surgical Partners October 2010 - June 2012
Executive Trading Solutions April 2009 - October 2010
Can-Do National Tape April 1995 - August 2008
Nelson Capital Corporation March 1985 - March 1995
Bankers Trust Company March 1983 - March 1985
Euro Brokers Harlow January 1979 - March 1983
PEP Industries June 1972 - August 1978
Skills
Strategic Planning, Leadership, Healthcare, Start-ups, Hospitals, Team Building, New Business Development, Medicare, Healthcare Management, Mergers, Account Management, Salesforce.com, Revenue & Profit Growth, Direct Sales, Sales & Marketing..., Venture Capital, Turn Around Management, Operations Management, Team Leadership, Financial Analysis, Business Analysis, Charismatic Leadership, Friendly Personality
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
Accounting Certificate, Accounting
University of Kentucky 1977 — 1979
M.A., Pattersoin School of Diplomacy and International Commerce
Tulane University 1973 — 1977
B.S., Engineering Economics
Community Care Solutions January 2014 - Present
Covenant Community Pain Solutions June 2012 - December 2013
Covenant Surgical Partners October 2010 - June 2012
Executive Trading Solutions April 2009 - October 2010
Can-Do National Tape April 1995 - August 2008
Nelson Capital Corporation March 1985 - March 1995
Bankers Trust Company March 1983 - March 1985
Euro Brokers Harlow January 1979 - March 1983
PEP Industries June 1972 - August 1978
Skills
Strategic Planning, Leadership, Healthcare, Start-ups, Hospitals, Team Building, New Business Development, Medicare, Healthcare Management, Mergers, Account Management, Salesforce.com, Revenue & Profit Growth, Direct Sales, Sales & Marketing..., Venture Capital, Turn Around Management, Operations Management, Team Leadership, Financial Analysis, Business Analysis, Charismatic Leadership, Friendly Personality
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
Accounting Certificate, Accounting
University of Kentucky 1977 — 1979
M.A., Pattersoin School of Diplomacy and International Commerce
Tulane University 1973 — 1977
B.S., Engineering Economics
Rachel Weinberger's Bankers Trust Company Experience 1986 - 1989
Job Independent nonprofit management
Industry Nonprofit Organization Management
Experience
The Discovery Orchestra July 2013 - Present
New Eyes for the Needy January 2008 - Present
Visual Arts Center of New Jersey October 2009 - September 2012
Visual Arts Center of New Jersey October 2008 - April 2009
Women's Resource Center 2004 - 2005
Wilmington Trust 1991 - 1993
US Trust 1989 - 1991
Bankers Trust Company 1986 - 1989
Skills
Non-profits, Grant Writing, Volunteer Management, Fundraising, Event Planning, Arts Administration, Public Speaking, Museums, Community Outreach, Program Development, Research, Editing, Board Development, Public Relations, Art History, Event Management
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Marketing
Swarthmore College 1976 — 1980
BA, Art history
The Discovery Orchestra July 2013 - Present
New Eyes for the Needy January 2008 - Present
Visual Arts Center of New Jersey October 2009 - September 2012
Visual Arts Center of New Jersey October 2008 - April 2009
Women's Resource Center 2004 - 2005
Wilmington Trust 1991 - 1993
US Trust 1989 - 1991
Bankers Trust Company 1986 - 1989
Skills
Non-profits, Grant Writing, Volunteer Management, Fundraising, Event Planning, Arts Administration, Public Speaking, Museums, Community Outreach, Program Development, Research, Editing, Board Development, Public Relations, Art History, Event Management
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Marketing
Swarthmore College 1976 — 1980
BA, Art history
Margaret Momber's Bankers Trust Company Experience 1982 - 1989
Job Executive Director at Student/Partner Alliance
Industry Nonprofit Organization Management
Experience
vhs Wuermtal 2010 - October 2011
Overseas Vote Foundation 2009 - 2010
Munich International School 2009 - 2010
Student/Partner Alliance 2008 - 2008
HypoVerinsbank 1995 - 1998
Credit Lyonnais, New York Branch 1991 - 1994
Bankers Trust Company 1982 - 1989
Skills
fluent French, fluent German, basic Italian, Proposal Writing, Fundraising, Public Speaking, Emerging Markets, French, Corporate Finance, Grant Writing, Finance, German, Non-profits, Stewardship, Philanthropy, Strategic Partnerships, Entrepreneurship, Nonprofits, Editing, Board Development, Business Planning, Venture Capital, Grants, Annual Giving, Marketing Strategy, Public Relations, Non-profit..., Prospect Research, Planned Giving, Social Entrepreneurship, Non-profit Board..., Alumni Relations, Charities, Program Development, Community Development, Community Outreach, Community Organizing, Volunteer Management, International..., International Relations, Fundraisers, Public Policy, Policy Analysis, Corporate Social..., Politics, Teaching, Foundations, Intercultural...
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1978 — 1980
M.A., International Relations
Swarthmore College 1973 — 1977
B.A.History
vhs Wuermtal 2010 - October 2011
Overseas Vote Foundation 2009 - 2010
Munich International School 2009 - 2010
Student/Partner Alliance 2008 - 2008
HypoVerinsbank 1995 - 1998
Credit Lyonnais, New York Branch 1991 - 1994
Bankers Trust Company 1982 - 1989
Skills
fluent French, fluent German, basic Italian, Proposal Writing, Fundraising, Public Speaking, Emerging Markets, French, Corporate Finance, Grant Writing, Finance, German, Non-profits, Stewardship, Philanthropy, Strategic Partnerships, Entrepreneurship, Nonprofits, Editing, Board Development, Business Planning, Venture Capital, Grants, Annual Giving, Marketing Strategy, Public Relations, Non-profit..., Prospect Research, Planned Giving, Social Entrepreneurship, Non-profit Board..., Alumni Relations, Charities, Program Development, Community Development, Community Outreach, Community Organizing, Volunteer Management, International..., International Relations, Fundraisers, Public Policy, Policy Analysis, Corporate Social..., Politics, Teaching, Foundations, Intercultural...
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1978 — 1980
M.A., International Relations
Swarthmore College 1973 — 1977
B.A.History
Laurie Wahlert's Bankers Trust Company Experience December 2006 - December 2010
Job Vice President at US Bank
Industry Banking
Experience
Guaranty Bank February 2011 - October 2014
Bankers Trust Company December 2006 - December 2010
Wells Fargo Bank August 2004 - December 2005
Prudential Real Estate Partners February 2004 - August 2004
Hills Bank and Trust Company July 1995 - February 2004
Personal Banker January 1998 - January 2004
Hills Bank and Trust Company 1995 - 2004
Skills
Banking, Commercial Banking, Credit, Commercial Lending, Customer Service, Finance, Financial Services, Leadership, Lines Of Credit, Loans, Marketing, Mortgage Lending, Portfolio Management, Sales, Sales Management, Strategic Planning
Education
University of Iowa 1990 — 1995
BS, Psychology
West High School 1986 — 1990
Guaranty Bank February 2011 - October 2014
Bankers Trust Company December 2006 - December 2010
Wells Fargo Bank August 2004 - December 2005
Prudential Real Estate Partners February 2004 - August 2004
Hills Bank and Trust Company July 1995 - February 2004
Personal Banker January 1998 - January 2004
Hills Bank and Trust Company 1995 - 2004
Skills
Banking, Commercial Banking, Credit, Commercial Lending, Customer Service, Finance, Financial Services, Leadership, Lines Of Credit, Loans, Marketing, Mortgage Lending, Portfolio Management, Sales, Sales Management, Strategic Planning
Education
University of Iowa 1990 — 1995
BS, Psychology
West High School 1986 — 1990
Henry Pfeiffer's Bankers Trust Company Experience October 1987 - July 2001
Job Executive Director Global Trade Product Management at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase September 2001 - Present
BAFT-IFSA 1997 - 2012
Deutsche Bank June 1999 - July 2001
Bankers Trust Company October 1987 - July 2001
Skills
Banking, Financial Risk, Trade Finance, Financial Services, Credit Risk, Product Management, AML, SWIFT messaging, Risk Management, Structured Finance, Finance, Credit, SWIFT payments, CRM, Financial Institutions, Investment Banking, Outsourcing, Commercial Banking, Treasury Services, Management, Loans, Payments, Trading, Financial Transactions, Cash Management, Securities, Credit Analysis, Operational Risk, Treasury Management, Portfolio Management, KYC, Relationship Management, FX Options, Anti Money Laundering
Education
The University of Texas at Austin 1984 — 1987
BA, History, Political Science
University of North Carolina at Greensboro 1981 — 1983
JPMorgan Chase September 2001 - Present
BAFT-IFSA 1997 - 2012
Deutsche Bank June 1999 - July 2001
Bankers Trust Company October 1987 - July 2001
Skills
Banking, Financial Risk, Trade Finance, Financial Services, Credit Risk, Product Management, AML, SWIFT messaging, Risk Management, Structured Finance, Finance, Credit, SWIFT payments, CRM, Financial Institutions, Investment Banking, Outsourcing, Commercial Banking, Treasury Services, Management, Loans, Payments, Trading, Financial Transactions, Cash Management, Securities, Credit Analysis, Operational Risk, Treasury Management, Portfolio Management, KYC, Relationship Management, FX Options, Anti Money Laundering
Education
The University of Texas at Austin 1984 — 1987
BA, History, Political Science
University of North Carolina at Greensboro 1981 — 1983
Cathy White O'Rourke's Bankers Trust Company Experience 1986 - 1988
Job Trustee at Kaufman Music Center
Industry Fund-Raising
Experience
Life Insurance Company of Boston and New York 2011 - Present
Children's Aid Society 1998 - 2008
Koala Capital Advisors, Inc. 1997 - 1998
Everen Securites/ Kemper Securities 1991 - 1997
Dean Witter Securities 1988 - 1991
Bankers Trust Company 1986 - 1988
Merrill Lynch 1978 - 1986
White, Weld & Co., Incorporated 1977 - 1978
First National Bank of Chicago 1972 - 1977
Skills
Fundraising, Nonprofits, Event Planning, Public Speaking, Event Management, Volunteer Management, Strategic Planning, Public Relations, Microsoft Office, Research, Program Development, Grants, Grant Writing, Community Development, Philanthropy, Strategy
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Accounting and Finance
Northwestern University School of Music
Master of Music (M.M.), Piano
Wellesley College
Bachelor of Arts (BA), Music
Life Insurance Company of Boston and New York 2011 - Present
Children's Aid Society 1998 - 2008
Koala Capital Advisors, Inc. 1997 - 1998
Everen Securites/ Kemper Securities 1991 - 1997
Dean Witter Securities 1988 - 1991
Bankers Trust Company 1986 - 1988
Merrill Lynch 1978 - 1986
White, Weld & Co., Incorporated 1977 - 1978
First National Bank of Chicago 1972 - 1977
Skills
Fundraising, Nonprofits, Event Planning, Public Speaking, Event Management, Volunteer Management, Strategic Planning, Public Relations, Microsoft Office, Research, Program Development, Grants, Grant Writing, Community Development, Philanthropy, Strategy
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Accounting and Finance
Northwestern University School of Music
Master of Music (M.M.), Piano
Wellesley College
Bachelor of Arts (BA), Music
Bill Collett's Bankers Trust Company Experience June 1985 - June 1987
Job Retired
Industry Financial Services
Experience
Caffe Classico Foods, LLC January 2009 - February 2013
Dreyer's Grand Ice Cream, Inc. July 1987 - August 2007
Bankers Trust Company June 1985 - June 1987
Genstar Corporation June 1983 - June 1985
First Interstate Bank June 1979 - June 1983
Education
University of Minnesota - Carlson School of Management 1977 — 1979
MBA, Finance
University of California, Berkeley 1969 — 1972
A.B., History
Caffe Classico Foods, LLC January 2009 - February 2013
Dreyer's Grand Ice Cream, Inc. July 1987 - August 2007
Bankers Trust Company June 1985 - June 1987
Genstar Corporation June 1983 - June 1985
First Interstate Bank June 1979 - June 1983
Education
University of Minnesota - Carlson School of Management 1977 — 1979
MBA, Finance
University of California, Berkeley 1969 — 1972
A.B., History
Rich Apostolik's Bankers Trust Company Experience June 1999 - September 2002
Job President at Global Association of Risk Professionals
Industry Financial Services
Experience
Global Association of Risk Professionals January 2003 - Present
Bankers Trust Company June 1999 - September 2002
Chicago Mercantile Exchange 1985 - 1988
Gordon & Glickson LLC 1981 - 1984
US Securities and Exchange Commission 1977 - 1980
Education
University of Dayton School of Law 1975 — 1977
JD
University of Dayton
BSBA, Marketing
University of Dayton
MBA
Global Association of Risk Professionals January 2003 - Present
Bankers Trust Company June 1999 - September 2002
Chicago Mercantile Exchange 1985 - 1988
Gordon & Glickson LLC 1981 - 1984
US Securities and Exchange Commission 1977 - 1980
Education
University of Dayton School of Law 1975 — 1977
JD
University of Dayton
BSBA, Marketing
University of Dayton
MBA
Jana Chambers's Bankers Trust Company Experience 1998 - 1999
Job SVP & Fiduciary Risk Manager
Industry Financial Services
Experience
Bank of America August 2004 - Present
Bank of America November 2000 - July 2002
Bankers Trust Company 1998 - 1999
Boatmen's Trust Company 1994 - 1998
First of America Bank 1987 - 1994
Skills
401k, Risk Management, Employee Benefits, Retirement, Banking, Investments, Retirement Planning, Financial Services, Due Diligence, Finance, Financial Analysis, Financial Planning, Management, Relationship Management, Wealth Management
Education
Southern Illinois University, Carbondale 1982 — 1985
BA, Paralegal Studies
Bank of America August 2004 - Present
Bank of America November 2000 - July 2002
Bankers Trust Company 1998 - 1999
Boatmen's Trust Company 1994 - 1998
First of America Bank 1987 - 1994
Skills
401k, Risk Management, Employee Benefits, Retirement, Banking, Investments, Retirement Planning, Financial Services, Due Diligence, Finance, Financial Analysis, Financial Planning, Management, Relationship Management, Wealth Management
Education
Southern Illinois University, Carbondale 1982 — 1985
BA, Paralegal Studies
Anne McMillen's Bankers Trust Company Experience 1989 - 1999
Job Corporate Development
Industry Financial Services
Experience
GFI Group March 2008 - September 2013
Bankers Trust Company 1989 - 1999
Debevoise & Plimpton 1982 - 1988
Education
University of Chicago Law School
Yale University
GFI Group March 2008 - September 2013
Bankers Trust Company 1989 - 1999
Debevoise & Plimpton 1982 - 1988
Education
University of Chicago Law School
Yale University
Mike Airey's Bankers Trust Company Experience 1984 - 1991
Job Financial Services Expert | Asset Financing | Liquidity Management | Fixed Income Securities | Emerging Markets
Industry Banking
Experience
Broadridge Financial Solutions 2013 - Present
Royal Bank of Scotland 2011 - 2013
Royal Bank of Scotland 2008 - 2011
Merrill Lynch & Co. 2006 - 2008
Dresdner Bank AG 1998 - 2006
National Westminster Bank PLC 1997 - 1998
Donaldson, Lufkin & Jenrette Securities Corporation 1995 - 1997
BT Securities Corporation 1992 - 1995
Lehman Brothers 1991 - 1992
Bankers Trust Company 1984 - 1991
Skills
Structured Products, Capital Markets, Emerging Markets, Equities, Investment Banking, Fixed Income, Derivatives, Credit Derivatives, Financial Markets, Trading, Hedge Funds, Liquidity Management, Risk Management, Bloomberg, Financial Risk, Interest Rate...
Education
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1984
BA Bachelor of Arts, Economics Psychology
Broadridge Financial Solutions 2013 - Present
Royal Bank of Scotland 2011 - 2013
Royal Bank of Scotland 2008 - 2011
Merrill Lynch & Co. 2006 - 2008
Dresdner Bank AG 1998 - 2006
National Westminster Bank PLC 1997 - 1998
Donaldson, Lufkin & Jenrette Securities Corporation 1995 - 1997
BT Securities Corporation 1992 - 1995
Lehman Brothers 1991 - 1992
Bankers Trust Company 1984 - 1991
Skills
Structured Products, Capital Markets, Emerging Markets, Equities, Investment Banking, Fixed Income, Derivatives, Credit Derivatives, Financial Markets, Trading, Hedge Funds, Liquidity Management, Risk Management, Bloomberg, Financial Risk, Interest Rate...
Education
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1984
BA Bachelor of Arts, Economics Psychology
Kendra Paredes Hayden's Bankers Trust Company Experience January 1985 - January 1987
Job Writing instructor Lindenwood University
Industry Writing and Editing
Experience
Lindenwood University June 2005 - Present
Lindenwood University June 2005 - Present
Belleville News Democrat June 2005 - June 2008
University of Missouri September 2003 - January 2004
The Messenger Newspaper for the Catholic Diocese February 1995 - February 1998
The Messenger & Jr Messenger January 1995 - January 1998
Kassly, Bone January 1987 - January 1990
Bankers Trust Company January 1985 - January 1987
Skills
Teaching, Curriculum Design, Publishing, Creative Writing, Editing, Copy Editing, Proofreading, Higher Education, College Teaching, Blogging, Public Speaking, Research, Literature, Books, History, Fiction Writing, Poetry, University Teaching, Academic Writing, Writing
Education
University of Missouri in St. Louis St 2000 — 2005
Master of Fine Arts, Creative Writing 2005
University of Missouri-Saint Louis 2000 — 2005
Master of fine arts, creative writing
Southern Illinois University, Carbondale 1984 — 1986
Bachelor of science, journalism
Southern Illinois University, Carbondale 1981 — 1986
Bachelor, Science Journalism; Latin American studies; Spanish Language 2005
University of the Americas Puebla 1985 — 1985
Hispanic and Latin American Languages, Literatures, and Linguistics, General
Lindenwood University June 2005 - Present
Lindenwood University June 2005 - Present
Belleville News Democrat June 2005 - June 2008
University of Missouri September 2003 - January 2004
The Messenger Newspaper for the Catholic Diocese February 1995 - February 1998
The Messenger & Jr Messenger January 1995 - January 1998
Kassly, Bone January 1987 - January 1990
Bankers Trust Company January 1985 - January 1987
Skills
Teaching, Curriculum Design, Publishing, Creative Writing, Editing, Copy Editing, Proofreading, Higher Education, College Teaching, Blogging, Public Speaking, Research, Literature, Books, History, Fiction Writing, Poetry, University Teaching, Academic Writing, Writing
Education
University of Missouri in St. Louis St 2000 — 2005
Master of Fine Arts, Creative Writing 2005
University of Missouri-Saint Louis 2000 — 2005
Master of fine arts, creative writing
Southern Illinois University, Carbondale 1984 — 1986
Bachelor of science, journalism
Southern Illinois University, Carbondale 1981 — 1986
Bachelor, Science Journalism; Latin American studies; Spanish Language 2005
University of the Americas Puebla 1985 — 1985
Hispanic and Latin American Languages, Literatures, and Linguistics, General
Steve Weissman's Bankers Trust Company Experience 1990 - 2000
Job Vice President Team Manager, Private Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2013 - Present
JPMorgan July 2008 - September 2013
Morgan Stanley June 2000 - May 2008
Bankers Trust Company 1990 - 2000
Skills
Hedge Funds, Fixed Income, Equities, Prime Brokerage, Financial Services, Superior Client Service, Performance Measurement, Global Custody, Cash Management, Leadership, Data Analysis, Team Management, Alternative Investments, Bloomberg, Securities, Derivatives, Middle Office, Options, Securities Lending, Swaps, Wealth Management, FINRA
Education
University at Buffalo 1983 — 1987
BA, International Business
cedar ridge high school 1979 — 1983
Morgan Stanley Wealth Management September 2013 - Present
JPMorgan July 2008 - September 2013
Morgan Stanley June 2000 - May 2008
Bankers Trust Company 1990 - 2000
Skills
Hedge Funds, Fixed Income, Equities, Prime Brokerage, Financial Services, Superior Client Service, Performance Measurement, Global Custody, Cash Management, Leadership, Data Analysis, Team Management, Alternative Investments, Bloomberg, Securities, Derivatives, Middle Office, Options, Securities Lending, Swaps, Wealth Management, FINRA
Education
University at Buffalo 1983 — 1987
BA, International Business
cedar ridge high school 1979 — 1983
Frederick Bromberg's Bankers Trust Company Experience 1996 - 1998
Job Executive Vice President at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon 2010 - Present
JPMorgan 1998 - 2009
Bankers Trust Company 1996 - 1998
Morgan Guaranty 1991 - 1996
Marine Midland Bank/HSBC 1985 - 1991
Education
Thunderbird School of Global Management 1977 — 1977
Masters, Int'l Business
University of Utah
BS
Bank of New York Mellon 2010 - Present
JPMorgan 1998 - 2009
Bankers Trust Company 1996 - 1998
Morgan Guaranty 1991 - 1996
Marine Midland Bank/HSBC 1985 - 1991
Education
Thunderbird School of Global Management 1977 — 1977
Masters, Int'l Business
University of Utah
BS
Frank Eipper's Bankers Trust Company Experience 1983 - 1999
Job Retired at State Street
Industry Banking
Experience
State Street January 2012 - Present
State Street February 2003 - January 2012
State Street Bank and Trust February 2003 - January 2012
Bankers Trust Company 1983 - 1999
Skills
Mutual Funds, Fixed Income, Global Custody, Equities, Hedge Funds, Securities, Risk Management, Alternative Investments, Derivatives
Education
St. John's University 1966 — 1971
Business/Managerial Economics
William Cullen Bryant High School 1963 — 1966
State Street January 2012 - Present
State Street February 2003 - January 2012
State Street Bank and Trust February 2003 - January 2012
Bankers Trust Company 1983 - 1999
Skills
Mutual Funds, Fixed Income, Global Custody, Equities, Hedge Funds, Securities, Risk Management, Alternative Investments, Derivatives
Education
St. John's University 1966 — 1971
Business/Managerial Economics
William Cullen Bryant High School 1963 — 1966
Michael Duckworth's Bankers Trust Company Experience August 1988 - March 2000
Job Managing Director J.P. Morgan Private Bank
Industry Venture Capital & Private Equity
Experience
J.P. Morgan June 2013 - Present
Nant Holdings, LLC August 2011 - January 2013
CD Capital Advisory, LLC January 2009 - August 2011
The Yucaipa Companies September 2004 - January 2009
Source Interlink October 2006 - November 2008
Merrill Lynch April 2000 - May 2003
Bankers Trust Company August 1988 - March 2000
Skills
Leadership, Management, Strategic Planning, Mergers, Restructuring, Divestitures, High Yield, Private Equity, Due Diligence, Investments, IPO, Start-ups, Corporate Finance, Entrepreneurship, Mergers & Acquisitions, Venture Capital, Business Strategy, Finance, Portfolio Management
Education
UCLA Anderson School of Management 1986 — 1988
MBA, Finance and Marketing
University of California, Los Angeles 1979 — 1983
BA, Business Economics
J.P. Morgan June 2013 - Present
Nant Holdings, LLC August 2011 - January 2013
CD Capital Advisory, LLC January 2009 - August 2011
The Yucaipa Companies September 2004 - January 2009
Source Interlink October 2006 - November 2008
Merrill Lynch April 2000 - May 2003
Bankers Trust Company August 1988 - March 2000
Skills
Leadership, Management, Strategic Planning, Mergers, Restructuring, Divestitures, High Yield, Private Equity, Due Diligence, Investments, IPO, Start-ups, Corporate Finance, Entrepreneurship, Mergers & Acquisitions, Venture Capital, Business Strategy, Finance, Portfolio Management
Education
UCLA Anderson School of Management 1986 — 1988
MBA, Finance and Marketing
University of California, Los Angeles 1979 — 1983
BA, Business Economics
barbara wallner's Bankers Trust Company Experience 1978 - 1991
Job Managing Director at VSR Advisors
Industry Human Resources
Experience
VSR Advisors January 2012 - Present
Salovey & Associates 2004 - Present
vsradvisors 2012 - 2013
Bankers Trust Company 1978 - 1991
Skills
Real Estate, Mergers, Commercial Real Estate, Due Diligence, Entrepreneurship, Leases, Asset Management, Management, Talent Management, Contract Negotiation, Negotiation, Strategic Planning, Executive Search, Portfolio Management, Recruiting, Investments, Financial Services, Strategy, Mergers & Acquisitions
Education
Syracuse University
VSR Advisors January 2012 - Present
Salovey & Associates 2004 - Present
vsradvisors 2012 - 2013
Bankers Trust Company 1978 - 1991
Skills
Real Estate, Mergers, Commercial Real Estate, Due Diligence, Entrepreneurship, Leases, Asset Management, Management, Talent Management, Contract Negotiation, Negotiation, Strategic Planning, Executive Search, Portfolio Management, Recruiting, Investments, Financial Services, Strategy, Mergers & Acquisitions
Education
Syracuse University
Tommie James, PMP's Bankers Trust Company Experience 1987 - 1999
Job IT Project Manager
Industry Information Technology and Services
Experience
EmblemHealth June 2010 - Present
Deutsche Bank 1999 - 2009
Bankers Trust Company 1987 - 1999
Skills
SDLC, IT Strategy, Change Management, Project Management, Business Process, Budgets, PMP, Business Analysis, CRM, Vendor Management, User Acceptance Testing, Portfolio Management, Information Technology, Leadership, Management, Outsourcing, PMO, Project Portfolio..., Requirements Analysis, Requirements Gathering
Education
Stevens Institute of Technology
MS, Information Systems / Information Management
Tougaloo College
BS, Mathematics
EmblemHealth June 2010 - Present
Deutsche Bank 1999 - 2009
Bankers Trust Company 1987 - 1999
Skills
SDLC, IT Strategy, Change Management, Project Management, Business Process, Budgets, PMP, Business Analysis, CRM, Vendor Management, User Acceptance Testing, Portfolio Management, Information Technology, Leadership, Management, Outsourcing, PMO, Project Portfolio..., Requirements Analysis, Requirements Gathering
Education
Stevens Institute of Technology
MS, Information Systems / Information Management
Tougaloo College
BS, Mathematics
Paul Gambetta's Bankers Trust Company Experience June 1993 - September 1999
Job Vice President, Corporate Trust Division at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2015 - Present
JPMorgan Chase June 2013 - August 2015
JP Morgan Chase October 2010 - May 2013
State Street September 1999 - March 2009
Bankers Trust Company June 1993 - September 1999
Skills
Business Analysis, Equities, Banking, Securities, Strategic Planning, Portfolio Management, Relationship Management, Collateral Management, Management, Mutual Funds, Prime Brokerage, Finance, CRM, Corporate Trust
Education
Saint John's University
BS, Marketing and Business Management
St. John's University
Bachelor of Science (B.S.), Marketing/Marketing Management, General
BNY Mellon August 2015 - Present
JPMorgan Chase June 2013 - August 2015
JP Morgan Chase October 2010 - May 2013
State Street September 1999 - March 2009
Bankers Trust Company June 1993 - September 1999
Skills
Business Analysis, Equities, Banking, Securities, Strategic Planning, Portfolio Management, Relationship Management, Collateral Management, Management, Mutual Funds, Prime Brokerage, Finance, CRM, Corporate Trust
Education
Saint John's University
BS, Marketing and Business Management
St. John's University
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Mary Archer-Smith's Bankers Trust Company Experience 1984 - 1988
Job Vice President and Relationship Manager at First Niagara Bank, N. A.
Industry Financial Services
Experience
First Niagara Bank 1999 - Present
JP Morgan Chase June 1988 - June 1999
Banker's Trust Company 1984 - 1988
Skills
Small Business Lending, Banking, Leadership, Commercial Lending, Lines Of Credit, Consumer Lending, Treasury Management, Cash Management, Mortgage Banking, Relationship Management, Finance, Risk Management, Sales, Retail Banking
Education
Commercial Loan School, State University of New York, Buffalo 1987 — 1987
Management Training Program, Banker's Trust Company 1984 — 1985
State University of New York at Buffalo 1978 — 1982
B.S., Business Management and Accounting
First Niagara Bank 1999 - Present
JP Morgan Chase June 1988 - June 1999
Banker's Trust Company 1984 - 1988
Skills
Small Business Lending, Banking, Leadership, Commercial Lending, Lines Of Credit, Consumer Lending, Treasury Management, Cash Management, Mortgage Banking, Relationship Management, Finance, Risk Management, Sales, Retail Banking
Education
Commercial Loan School, State University of New York, Buffalo 1987 — 1987
Management Training Program, Banker's Trust Company 1984 — 1985
State University of New York at Buffalo 1978 — 1982
B.S., Business Management and Accounting
Robert R. Bose's Bankers Trust Company Experience 1994 - 1999
Job Managing Director Credit Risk Mgmt at Ambac
Industry Financial Services
Experience
Ambac 2002 - Present
Deustche Bank 1999 - 2001
Bankers Trust Company 1994 - 1999
Bankers Trust Company 1990 - 1994
Drexel Burnham Lambert 1986 - 1990
Irving Trust Company 1979 - 1986
Skills
Derivatives, Credit Risk, Credit, Loans, Securitization, Corporate Finance, Financial Institutions, Capital Markets, Financial Analysis, Credit Analysis, Investments, Portfolio Management, Banking, Risk Management, Emerging Markets, Securities, Structured Finance, Hedge Funds, Financial Risk
Education
University of Kentucky
BA, Business Administration
Ambac 2002 - Present
Deustche Bank 1999 - 2001
Bankers Trust Company 1994 - 1999
Bankers Trust Company 1990 - 1994
Drexel Burnham Lambert 1986 - 1990
Irving Trust Company 1979 - 1986
Skills
Derivatives, Credit Risk, Credit, Loans, Securitization, Corporate Finance, Financial Institutions, Capital Markets, Financial Analysis, Credit Analysis, Investments, Portfolio Management, Banking, Risk Management, Emerging Markets, Securities, Structured Finance, Hedge Funds, Financial Risk
Education
University of Kentucky
BA, Business Administration
Andrew Pfeifer's Bankers Trust Company Experience 1989 - 1996
Job ETF Executive BNY Mellon Asset Servicing
Industry Financial Services
Experience
The Bank of New York Mellon July 1996 - Present
Bankers Trust Company 1989 - 1996
The Chase Manhattan Bank 1988 - 1989
Merrill Lynch 1984 - 1988
Merrill Lynch 1983 - 1984
Education
St. John's University, The Peter J. Tobin College of Business 1978 — 1983
BS, Finance
The Bank of New York Mellon July 1996 - Present
Bankers Trust Company 1989 - 1996
The Chase Manhattan Bank 1988 - 1989
Merrill Lynch 1984 - 1988
Merrill Lynch 1983 - 1984
Education
St. John's University, The Peter J. Tobin College of Business 1978 — 1983
BS, Finance
Ann Barbera's Bankers Trust Company Experience 1988 - 1998
Job Assistant Vice President at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase June 2010 - Present
The Bank of NY Mellon October 2002 - March 2009
Deutsche Bank 1998 - 2002
Deutsche Bank/Bankers Trust Company 1998 - 2002
Bankers Trust Company 1988 - 1998
Bank of America 1985 - 1988
Education
St. Francis College 1975 — 1979
B.S., Business Management
JP Morgan Chase June 2010 - Present
The Bank of NY Mellon October 2002 - March 2009
Deutsche Bank 1998 - 2002
Deutsche Bank/Bankers Trust Company 1998 - 2002
Bankers Trust Company 1988 - 1998
Bank of America 1985 - 1988
Education
St. Francis College 1975 — 1979
B.S., Business Management
Judith Carroll's Bankers Trust Company Experience March 1976 - September 1979
Job Government Administration Professional
Industry Government Administration
Experience
Boy Scouts of America 1995 - 2011
Texas Workers Compensation Commission May 1996 - October 1998
Texas State Department of Insurance May 1988 - May 1989
Texas State Auditor's Office November 1981 - May 1988
Morgan Guaranty Trust Company February 1980 - August 1981
Bankers Trust Company March 1976 - September 1979
Irving Trust Company September 1974 - March 1976
Skills
Fundraising, Project Planning, Leadership Development, Non-profits, Volunteer Management, Auditing, Public Speaking, Coaching, Community Outreach, Board Development, Program Management, Team Leadership, Internal Audit, Leadership, Government, Program Development, Volunteer Recruiting, Nonprofits, Training, Policy
Education
New York University - Leonard N. Stern School of Business 1975 — 1981
MBA, Computer Applications and Information Systems
Smith College 1970 — 1974
AB, Economics
Boy Scouts of America 1995 - 2011
Texas Workers Compensation Commission May 1996 - October 1998
Texas State Department of Insurance May 1988 - May 1989
Texas State Auditor's Office November 1981 - May 1988
Morgan Guaranty Trust Company February 1980 - August 1981
Bankers Trust Company March 1976 - September 1979
Irving Trust Company September 1974 - March 1976
Skills
Fundraising, Project Planning, Leadership Development, Non-profits, Volunteer Management, Auditing, Public Speaking, Coaching, Community Outreach, Board Development, Program Management, Team Leadership, Internal Audit, Leadership, Government, Program Development, Volunteer Recruiting, Nonprofits, Training, Policy
Education
New York University - Leonard N. Stern School of Business 1975 — 1981
MBA, Computer Applications and Information Systems
Smith College 1970 — 1974
AB, Economics
Mike Valinoti's Bankers Trust Company Experience January 1990 - January 1995
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
J.P. Morgan 2010 - 2011
Professional Services Group January 2009 - 2010
Merrill Lynch January 1995 - January 2009
Bankers Trust Company January 1990 - January 1995
Drexel Burnham Lambert January 1982 - January 1990
Education
Saint John's University
BS, Management
J.P. Morgan 2010 - 2011
Professional Services Group January 2009 - 2010
Merrill Lynch January 1995 - January 2009
Bankers Trust Company January 1990 - January 1995
Drexel Burnham Lambert January 1982 - January 1990
Education
Saint John's University
BS, Management
Kenneth Hoffman's Bankers Trust Company Experience 1991 - 1992
Job Executive Director at Santander Investment Securities
Industry Investment Banking
Experience
Santander Bank, N.A. October 2012 - Present
UBS 1994 - 2012
Republic National Bank of New York April 1992 - June 1994
Bankers Trust Company 1991 - 1992
Lehman Brothers 1983 - 1991
Skills
Emerging Markets
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
State University of New York at Buffalo
BS, Medical Technology
Santander Bank, N.A. October 2012 - Present
UBS 1994 - 2012
Republic National Bank of New York April 1992 - June 1994
Bankers Trust Company 1991 - 1992
Lehman Brothers 1983 - 1991
Skills
Emerging Markets
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
State University of New York at Buffalo
BS, Medical Technology
Pam Fingado's Bankers Trust Company Experience 1988 - 1993
Job President at HRResource.com
Industry Human Resources
Experience
HR-Resource.com 1999 - Present
Thomson Financial 1993 - 1999
Bankers Trust Company 1988 - 1993
Skills
Training, HRIS, Employee Benefits, Negotiation, Organization, Strategic Planning, Problem Solving, Quality Management, Recruiting, Employee Relations, Employee Handbooks, Generalist Duties, Human Resources, Management Consulting, HR Policies, Employee Training, Development Of Employees, Stress Management, Compliance, Performance Management, Executive Coaching, Executive Development, Time Management, Succession Planning, Team Building, Benefits Administration
Education
Seton Hall University
Bachelor of Science (B.S.), Business Administration and Management, General
Manasquan High School
HR-Resource.com 1999 - Present
Thomson Financial 1993 - 1999
Bankers Trust Company 1988 - 1993
Skills
Training, HRIS, Employee Benefits, Negotiation, Organization, Strategic Planning, Problem Solving, Quality Management, Recruiting, Employee Relations, Employee Handbooks, Generalist Duties, Human Resources, Management Consulting, HR Policies, Employee Training, Development Of Employees, Stress Management, Compliance, Performance Management, Executive Coaching, Executive Development, Time Management, Succession Planning, Team Building, Benefits Administration
Education
Seton Hall University
Bachelor of Science (B.S.), Business Administration and Management, General
Manasquan High School
Kathryn Mimms, CFA's Bankers Trust Company Experience January 1977 - January 1979
Job Financial Advisor with Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2009 - Present
Bloomberg LP March 1997 - May 2003
Bloomberg LP 1997 - 2003
Bear Stearns January 1987 - January 1991
Dain Bosworth January 1981 - January 1987
Bankers Trust Company January 1977 - January 1979
Education
The University of Texas at Austin
Bachelor of Arts, English
The University of Texas at Austin - The Red McCombs School of Business
MBA, Finance
Northwestern Mutual 2009 - Present
Bloomberg LP March 1997 - May 2003
Bloomberg LP 1997 - 2003
Bear Stearns January 1987 - January 1991
Dain Bosworth January 1981 - January 1987
Bankers Trust Company January 1977 - January 1979
Education
The University of Texas at Austin
Bachelor of Arts, English
The University of Texas at Austin - The Red McCombs School of Business
MBA, Finance
Mara Hakim's Bankers Trust Company Experience July 1998 - October 1998
Job Self employed
Industry Health, Wellness and Fitness
Experience
Self employed June 2005 - Present
Hakim Healthcare June 2005 - Present
HRH Group October 2012 - January 2013
OppenheimerFunds September 1999 - March 2001
Computer Aid, Inc November 1998 - December 1998
Bankers Trust Company July 1998 - October 1998
Herbert Travel Service Inc May 1991 - July 1998
SUNY Stony Brook Computing Center January 1997 - December 1997
Skills
Windows XP, Servers, Windows 7, Technical Support, Hardware, Laptops, Help Desk Support
Education
Stony Brook University 1995 — 1998
Bachelor of Arts, Psychology
Stony Brook University
BA Psychology, Psychology
Self employed June 2005 - Present
Hakim Healthcare June 2005 - Present
HRH Group October 2012 - January 2013
OppenheimerFunds September 1999 - March 2001
Computer Aid, Inc November 1998 - December 1998
Bankers Trust Company July 1998 - October 1998
Herbert Travel Service Inc May 1991 - July 1998
SUNY Stony Brook Computing Center January 1997 - December 1997
Skills
Windows XP, Servers, Windows 7, Technical Support, Hardware, Laptops, Help Desk Support
Education
Stony Brook University 1995 — 1998
Bachelor of Arts, Psychology
Stony Brook University
BA Psychology, Psychology
Frank V. Colombo, CFA's Bankers Trust Company Experience January 1985 - January 1986
Job Experienced High Yield And Distressed Research Professional
Industry Investment Banking
Experience
FVC CAPITAL July 2003 - Present
THE SEAPORT GROUP LLC March 2001 - July 2003
PANDION CAPITAL LLC July 2000 - March 2001
UBS WARBURG DILLON READ LLC January 1997 - January 1999
Dillon Read and Company Inc. December 1995 - September 1997
Dillon Read and Company Inc. January 1989 - December 1995
Dillon Read and Company Inc. September 1986 - December 1988
BANKERS TRUST COMPANY January 1985 - January 1986
CENTRAL BANK CORPORATION January 1980 - January 1983
Education
Stanford University Graduate School of Business 1983 — 1985
MBA, Finance
University of Colorado Boulder
BA Summa Cum Laude, Economics
FVC CAPITAL July 2003 - Present
THE SEAPORT GROUP LLC March 2001 - July 2003
PANDION CAPITAL LLC July 2000 - March 2001
UBS WARBURG DILLON READ LLC January 1997 - January 1999
Dillon Read and Company Inc. December 1995 - September 1997
Dillon Read and Company Inc. January 1989 - December 1995
Dillon Read and Company Inc. September 1986 - December 1988
BANKERS TRUST COMPANY January 1985 - January 1986
CENTRAL BANK CORPORATION January 1980 - January 1983
Education
Stanford University Graduate School of Business 1983 — 1985
MBA, Finance
University of Colorado Boulder
BA Summa Cum Laude, Economics
Wendi D. Hill-Gomes's Bankers Trust Company Experience 1988 - 1991
Job Named Account Executive at Konica Minolta Business Solutions U.S.A., Inc.
Industry Business Supplies and Equipment
Experience
Konica Minolta Business Solutions U.S.A., Inc. April 2010 - Present
Mary Kay Cosmetics 1994 - Present
Konica Minolta Business Solutions U.S.A., Inc. November 2007 - March 2010
East New York Urban Youth Corp May 2006 - November 2007
Kyocera Mita November 2004 - May 2006
Harlem Congregations for Community Improvement, Inc May 1996 - August 2004
Lehr consultants international February 1992 - May 1996
Bankers Trust Company 1988 - 1991
Skills
Direct Sales, Document Management, Selling, Consultative Selling, Cold Calling, Human Resources..., Office Administration, Payroll Administration, ADP Payroll, Facilities Management, Employee Benefits, Office Management, Problem Solving, Payroll, Personnel Management, Coaching, Sales Operations, Solution Selling, New Business Development, Sales Process, B2B, Major Accounts, Management, Salesforce.com, Sales, Account Management, Sales Management, Customer Service, Selling Skills, Training, Customer Satisfaction, Sales Presentations, Employee Relations, Time Management, Program Management, Recruiting, Leadership, Customer Retention, Team Building, Photocopier, CRM, Building Relationships, Document Imaging, Qualifying Prospects, Professional Services, Managed Print Services, Scanners, Lead Generation, Business Development, Relationship Building
Education
Cornell University, School of Industrial and Labor Relations Management
Certification, Human Resources Management
City University of New York - York College 1990 — 1993
BS, Information Systems Management
University of Alabama at Birmingham
Konica Minolta Business Solutions U.S.A., Inc. April 2010 - Present
Mary Kay Cosmetics 1994 - Present
Konica Minolta Business Solutions U.S.A., Inc. November 2007 - March 2010
East New York Urban Youth Corp May 2006 - November 2007
Kyocera Mita November 2004 - May 2006
Harlem Congregations for Community Improvement, Inc May 1996 - August 2004
Lehr consultants international February 1992 - May 1996
Bankers Trust Company 1988 - 1991
Skills
Direct Sales, Document Management, Selling, Consultative Selling, Cold Calling, Human Resources..., Office Administration, Payroll Administration, ADP Payroll, Facilities Management, Employee Benefits, Office Management, Problem Solving, Payroll, Personnel Management, Coaching, Sales Operations, Solution Selling, New Business Development, Sales Process, B2B, Major Accounts, Management, Salesforce.com, Sales, Account Management, Sales Management, Customer Service, Selling Skills, Training, Customer Satisfaction, Sales Presentations, Employee Relations, Time Management, Program Management, Recruiting, Leadership, Customer Retention, Team Building, Photocopier, CRM, Building Relationships, Document Imaging, Qualifying Prospects, Professional Services, Managed Print Services, Scanners, Lead Generation, Business Development, Relationship Building
Education
Cornell University, School of Industrial and Labor Relations Management
Certification, Human Resources Management
City University of New York - York College 1990 — 1993
BS, Information Systems Management
University of Alabama at Birmingham
Erin Rodriguez's Bankers Trust Company Experience 1992 - 1999
Job Vice President at State Street Bank and Trust Company
Industry Banking
Experience
State Street 2003 - Present
Deutsche Bank 1999 - 2003
Bankers Trust Company 1992 - 1999
Education
University of California, Los Angeles 1986 — 1990
B.A., Economics
State Street 2003 - Present
Deutsche Bank 1999 - 2003
Bankers Trust Company 1992 - 1999
Education
University of California, Los Angeles 1986 — 1990
B.A., Economics
Gillian Thompson's Bankers Trust Company Experience November 1995 - May 1998
Job Capital Markets at LenderLive Network
Industry Financial Services
Experience
LenderLive Network January 2014 - Present
IMPAC January 2012 - June 2013
Icon Residential Lenders October 2008 - January 2012
Fortes Financial, Inc October 2007 - September 2008
South Lake Mortgage Capital May 2006 - August 2007
Home Loan Specialists May 2005 - May 2006
HomeLoanCenter.com April 2003 - July 2004
Finance America May 1998 - April 2003
Bankers Trust Company November 1995 - May 1998
Saxton Incorporated May 1994 - October 1995
Skills
Risk Management, Capital Markets, Loans, Forecasting, Analysis, Banking, Business Development, Corporate Finance, Due Diligence, Executive Management, Finance, Funding, Investments, Loan Origination, Loan Servicing, Management, Marketing, Mortgage Banking, Mortgage Lending, Portfolio Management, Residential Mortgages, Sales, Secondary Market, Securitization, Strategy
Education
UC Santa Barbara 1991 — 1993
BA, Business Economics
LenderLive Network January 2014 - Present
IMPAC January 2012 - June 2013
Icon Residential Lenders October 2008 - January 2012
Fortes Financial, Inc October 2007 - September 2008
South Lake Mortgage Capital May 2006 - August 2007
Home Loan Specialists May 2005 - May 2006
HomeLoanCenter.com April 2003 - July 2004
Finance America May 1998 - April 2003
Bankers Trust Company November 1995 - May 1998
Saxton Incorporated May 1994 - October 1995
Skills
Risk Management, Capital Markets, Loans, Forecasting, Analysis, Banking, Business Development, Corporate Finance, Due Diligence, Executive Management, Finance, Funding, Investments, Loan Origination, Loan Servicing, Management, Marketing, Mortgage Banking, Mortgage Lending, Portfolio Management, Residential Mortgages, Sales, Secondary Market, Securitization, Strategy
Education
UC Santa Barbara 1991 — 1993
BA, Business Economics
Vernay Francis's Bankers Trust Company Experience May 1987 - October 1999
Job Payments and Cash Management Sevices
Industry Banking
Experience
Citi September 2011 - December 2012
HSBC 2007 - 2009
Regulus August 1999 - September 2006
Bankers Trust Company May 1987 - October 1999
Skills
Management, Financial Services, Strategy, Relationship Management, Leadership
Education
South Carolina State University 1979 — 1983
Bachelor of Arts (BA), Political Science and Government
Citi September 2011 - December 2012
HSBC 2007 - 2009
Regulus August 1999 - September 2006
Bankers Trust Company May 1987 - October 1999
Skills
Management, Financial Services, Strategy, Relationship Management, Leadership
Education
South Carolina State University 1979 — 1983
Bachelor of Arts (BA), Political Science and Government
David Beim's Bankers Trust Company Experience 1977 - 1987
Job Professor in Finance and Economics at Columbia Business School
Industry Higher Education
Experience
Columbia Business School 1991 - Present
Bankers Trust Company 1977 - 1987
Export-Import Bank of the United States June 1975 - June 1977
Skills
Economics, Strategy, Emerging Markets, International Relations, Research, Financial Modeling, Higher Education, Fundraising, Valuation, Executive Education
Education
Oxford University 1963 — 1966
M.Phil., Politics
Stanford University 1958 — 1963
Bachelor of Science (BS), International Relations and Affairs
Columbia Business School 1991 - Present
Bankers Trust Company 1977 - 1987
Export-Import Bank of the United States June 1975 - June 1977
Skills
Economics, Strategy, Emerging Markets, International Relations, Research, Financial Modeling, Higher Education, Fundraising, Valuation, Executive Education
Education
Oxford University 1963 — 1966
M.Phil., Politics
Stanford University 1958 — 1963
Bachelor of Science (BS), International Relations and Affairs
James Healy's Bankers Trust Company Experience 1993 - 1995
Job Director of Tax M. Safra & Co., Inc.
Industry Financial Services
Experience
M. Safra & Co., Inc. April 2014 - Present
Plainfield Asset Management LLC 2008 - April 2014
Smith Management LLC - Alden Global Capital 2000 - 2008
Paramount Group, Inc. 1995 - 2000
Bankers Trust Company 1993 - 1995
Price Waterhouse 1986 - 1993
Skills
M&A tax, International Tax..., Hedge Funds, Private Equity, Real Estate Private..., Real Estate Transactions, Commercial Real Estate, Cross-border..., International..., Mergers, Due Diligence, Mergers & Acquisitions, Financial Services, Tax, Securities, Alternative Investments, Asset Management, Finance, Investments
Education
Tulane University
Master of Business Administration (MBA)
Wake Forest University
Bachelor of Science (BS), Business
M. Safra & Co., Inc. April 2014 - Present
Plainfield Asset Management LLC 2008 - April 2014
Smith Management LLC - Alden Global Capital 2000 - 2008
Paramount Group, Inc. 1995 - 2000
Bankers Trust Company 1993 - 1995
Price Waterhouse 1986 - 1993
Skills
M&A tax, International Tax..., Hedge Funds, Private Equity, Real Estate Private..., Real Estate Transactions, Commercial Real Estate, Cross-border..., International..., Mergers, Due Diligence, Mergers & Acquisitions, Financial Services, Tax, Securities, Alternative Investments, Asset Management, Finance, Investments
Education
Tulane University
Master of Business Administration (MBA)
Wake Forest University
Bachelor of Science (BS), Business
John Willmore's Bankers Trust Company Experience February 1982 - August 1986
Job CFO at Stetson Building Products, Inc.
Industry Construction
Experience
Stetson Building Products, Inc. May 1990 - Present
Prime Alliance August 1986 - May 1990
Bankers Trust Company February 1982 - August 1986
Education
University of Iowa - Henry B. Tippie College of Business 1979 — 1981
MBA, Management Systems
University of Iowa - Henry B. Tippie College of Business 1971 — 1975
BBA, Finance & Accounting
Stetson Building Products, Inc. May 1990 - Present
Prime Alliance August 1986 - May 1990
Bankers Trust Company February 1982 - August 1986
Education
University of Iowa - Henry B. Tippie College of Business 1979 — 1981
MBA, Management Systems
University of Iowa - Henry B. Tippie College of Business 1971 — 1975
BBA, Finance & Accounting
John Manginelli's Bankers Trust Company Experience 1986 - 1989
Job SVP Eastern Regional at KeyBank
Industry Banking
Experience
KeyBank 2001 - Present
Summit Bank (acquired by Fleet Bank) 1992 - 2001
Summit Bank 1989 - 1992
Bankers Trust Company 1986 - 1989
Verizon 1983 - 1986
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1989
MBA, Finance
Rutgers University-New Brunswick 1978 — 1983
Bachelors of Science, Engineering
Rutgers University-New Brunswick 1978 — 1983
BA, Business Administration
KeyBank 2001 - Present
Summit Bank (acquired by Fleet Bank) 1992 - 2001
Summit Bank 1989 - 1992
Bankers Trust Company 1986 - 1989
Verizon 1983 - 1986
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1989
MBA, Finance
Rutgers University-New Brunswick 1978 — 1983
Bachelors of Science, Engineering
Rutgers University-New Brunswick 1978 — 1983
BA, Business Administration
brigitte whitney's Bankers Trust Company Experience 1987 - 1994
Job Independent OrtonGillingham Based Reading Instruction
Industry Writing and Editing
Experience
Reading Boost April 2006 - Present
Bankers Trust Company 1987 - 1994
Bankers Trust Company 1987 - 1994
Skills
Public Speaking, Social Media, Nonprofits, Editing, Fundraising, Teaching, Community Outreach, Curriculum Development, Tutoring, Staff Development, Curriculum Design
Education
University of Colorado 1982 — 1986
Bachelor's degree, Psychology
University of Colorado at Boulder 1982 — 1986
Bachelor of Arts (BA), Psychology
Reading Boost April 2006 - Present
Bankers Trust Company 1987 - 1994
Bankers Trust Company 1987 - 1994
Skills
Public Speaking, Social Media, Nonprofits, Editing, Fundraising, Teaching, Community Outreach, Curriculum Development, Tutoring, Staff Development, Curriculum Design
Education
University of Colorado 1982 — 1986
Bachelor's degree, Psychology
University of Colorado at Boulder 1982 — 1986
Bachelor of Arts (BA), Psychology
Leon (Zupa) Prophet's Bankers Trust Company Experience March 1973 - April 1988
Job Surveillance Officer at Dover Downs Hotel & Casino
Industry Gambling & Casinos
Experience
Dover Downs Hotel & Casino January 2008 - Present
Citigroup Document & Business Svcs. April 1991 - June 2007
Bankers Trust Company March 1973 - April 1988
Skills
Micro-soft Word & Excel, Operate Endura DVR..., Microsoft Word, Troubleshooting, Customer Service, Microsoft Office, Microsoft Excel, Team Building, Research, Public Speaking, Coaching, Strategic Planning, Casino, Social Media, Teaching, Event Planning, Fundraising, Supervisory Skills, Hospitality, Nonprofits, Community Outreach, Outlook, Inventory Management, Government, Budgets, Visio, PowerPoint, Negotiation, VIP, Casino Gaming
Education
Rutgers, The State University of New Jersey-Newark 1986 — 1988
None, History
George Washington High School 1962 — 1966
High School Diploma
Dover Downs Hotel & Casino January 2008 - Present
Citigroup Document & Business Svcs. April 1991 - June 2007
Bankers Trust Company March 1973 - April 1988
Skills
Micro-soft Word & Excel, Operate Endura DVR..., Microsoft Word, Troubleshooting, Customer Service, Microsoft Office, Microsoft Excel, Team Building, Research, Public Speaking, Coaching, Strategic Planning, Casino, Social Media, Teaching, Event Planning, Fundraising, Supervisory Skills, Hospitality, Nonprofits, Community Outreach, Outlook, Inventory Management, Government, Budgets, Visio, PowerPoint, Negotiation, VIP, Casino Gaming
Education
Rutgers, The State University of New Jersey-Newark 1986 — 1988
None, History
George Washington High School 1962 — 1966
High School Diploma
Christina Stallone's Bankers Trust Company Experience January 1992 - November 1994
Job at Moore Capital Management
Industry Investment Management
Experience
Moore Capital Management November 1994 - Present
Bankers Trust Company January 1992 - November 1994
Merrill Lynch International Bank March 1988 - January 1992
Skills
FX, Options, Hedge Funds, Derivatives, Fixed Income, FX Options, Equities, Trading, Foreign Exchange, Alternative Investments, Bloomberg, Swaps, Prime Brokerage, Electronic Trading, Equity Derivatives, Trading Systems
Education
Temple University - Fox School of Business and Management
BBA, Finance and Marketing
Moore Capital Management November 1994 - Present
Bankers Trust Company January 1992 - November 1994
Merrill Lynch International Bank March 1988 - January 1992
Skills
FX, Options, Hedge Funds, Derivatives, Fixed Income, FX Options, Equities, Trading, Foreign Exchange, Alternative Investments, Bloomberg, Swaps, Prime Brokerage, Electronic Trading, Equity Derivatives, Trading Systems
Education
Temple University - Fox School of Business and Management
BBA, Finance and Marketing
Ken Kargman's Bankers Trust Company Experience 1991 - 1996
Job Consultant at Quotient Software Solutions, Inc.
Industry Computer Software
Experience
AIG Business Partners February 2012 - Present
AIG Asset Management Group May 2010 - February 2012
The Prudential Insurance Company of America 2003 - 2010
Ernst and Young 2006 - 2006
Fidelity Investments 2002 - 2003
The Prudential Insurance Company of America 1996 - 2001
Bankers Trust Company 1991 - 1996
First Fidelity Bank 1989 - 1991
Tullett & Tokyo 1989 - 1990
Financial Technologies International, Inc. 1985 - 1989
Skills
Consulting, Business Analysis, Requirements Analysis, Business Intelligence, SDLC, Business Process..., Project Management, Management Consulting, Business Process, Risk Management, Asset Management
Education
Columbia University 2000 — 2002
MBA, Finance, Money and Financial Markets, Business Economics
Tufts University 1976 — 1980
BA, Economics, Magna Cum Laude
AIG Business Partners February 2012 - Present
AIG Asset Management Group May 2010 - February 2012
The Prudential Insurance Company of America 2003 - 2010
Ernst and Young 2006 - 2006
Fidelity Investments 2002 - 2003
The Prudential Insurance Company of America 1996 - 2001
Bankers Trust Company 1991 - 1996
First Fidelity Bank 1989 - 1991
Tullett & Tokyo 1989 - 1990
Financial Technologies International, Inc. 1985 - 1989
Skills
Consulting, Business Analysis, Requirements Analysis, Business Intelligence, SDLC, Business Process..., Project Management, Management Consulting, Business Process, Risk Management, Asset Management
Education
Columbia University 2000 — 2002
MBA, Finance, Money and Financial Markets, Business Economics
Tufts University 1976 — 1980
BA, Economics, Magna Cum Laude
Carol Ewertsen's Bankers Trust Company Experience 1982 - 1985
Job Vice President at Montclair Fund for Educational Excellence
Industry Financial Services
Experience
Montclair Board of Education 2010 - Present
Montclair Fund for Educational Excellence 2006 - Present
BNY Mellon 1999 - 2006
Deutsche Bank 1993 - 1999
Paine Webber 1991 - 1993
Dillon Read Capital Management 1989 - 1991
Drexel Burnham Lambert 1985 - 1989
Bankers Trust Company 1982 - 1985
Skills
Education Reform
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics, English
Montclair Board of Education 2010 - Present
Montclair Fund for Educational Excellence 2006 - Present
BNY Mellon 1999 - 2006
Deutsche Bank 1993 - 1999
Paine Webber 1991 - 1993
Dillon Read Capital Management 1989 - 1991
Drexel Burnham Lambert 1985 - 1989
Bankers Trust Company 1982 - 1985
Skills
Education Reform
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics, English
Caroline Driggs's Bankers Trust Company Experience August 1983 - July 1992
Job Owner, Carolina Creative Arts, Inc
Industry Apparel & Fashion
Experience
Carolina Creative Arts, Inc November 2002 - Present
Caroline Driggs Photography Inc. November 1990 - October 2002
Bankers Trust Company August 1983 - July 1992
Skills
Bank credit risk..., Digital Photography, Portrait Photography, Fine Art Photography, Commercial Photography, Fashion Design, Photography, Art, Fashion, Dressmaking, Small Business, Books, Fine Art, Visual Arts, Blogging, Magazines
Education
University of Cambridge 1977 — 1980
MA, Law
Carolina Creative Arts, Inc November 2002 - Present
Caroline Driggs Photography Inc. November 1990 - October 2002
Bankers Trust Company August 1983 - July 1992
Skills
Bank credit risk..., Digital Photography, Portrait Photography, Fine Art Photography, Commercial Photography, Fashion Design, Photography, Art, Fashion, Dressmaking, Small Business, Books, Fine Art, Visual Arts, Blogging, Magazines
Education
University of Cambridge 1977 — 1980
MA, Law
elizabeth dowd's Bankers Trust Company Experience January 1982 - November 1983
Job Banking Professional
Industry Banking
Experience
KeyBank 1983 - 2012
Bankers Trust Company January 1982 - November 1983
Skills
Credit Analysis, Small Business Lending, Commercial Lending, Commercial Banking, Consumer Lending, Lines Of Credit, Cross Selling, Deposits, Cash Management, SBA, Branch Banking, Loans, Loan Origination, Retail Banking, Branch Management, Credit, Risk Management, Merchant Services, Loan Servicing, Private Banking, Mortgage Banking, Home Equity Loans, Credit Risk, Credit Cards, Home Equity Lines of..., Banking Relationships, Relationship Management, Asset Based Lending, Bank Secrecy Act, Treasury Management, Teller Operations, Refinance, Training, Sales, Internet Banking, Payments, Financial Transactions, Banking, ACH, AML, Financial Institutions, Debit Cards
Education
Adirondack Community College 1978 — 1980
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
South Glens Falls
KeyBank 1983 - 2012
Bankers Trust Company January 1982 - November 1983
Skills
Credit Analysis, Small Business Lending, Commercial Lending, Commercial Banking, Consumer Lending, Lines Of Credit, Cross Selling, Deposits, Cash Management, SBA, Branch Banking, Loans, Loan Origination, Retail Banking, Branch Management, Credit, Risk Management, Merchant Services, Loan Servicing, Private Banking, Mortgage Banking, Home Equity Loans, Credit Risk, Credit Cards, Home Equity Lines of..., Banking Relationships, Relationship Management, Asset Based Lending, Bank Secrecy Act, Treasury Management, Teller Operations, Refinance, Training, Sales, Internet Banking, Payments, Financial Transactions, Banking, ACH, AML, Financial Institutions, Debit Cards
Education
Adirondack Community College 1978 — 1980
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
South Glens Falls
Douglas Kidd's Bankers Trust Company Experience 1983 - 1999
Job Managing Director at Invesco
Industry Investment Management
Experience
Invesco January 2000 - Present
Bankers Trust Company 1983 - 1999
U.S. Senator Sam Nunn 1979 - 1983
Education
The University of Georgia
ABJ and JD
Invesco January 2000 - Present
Bankers Trust Company 1983 - 1999
U.S. Senator Sam Nunn 1979 - 1983
Education
The University of Georgia
ABJ and JD
Nancy Ruderman's Bankers Trust Company Experience 1991 - 1997
Job Business Line ControllerAccounting, Finance, Treasury Professional
Industry Financial Services
Experience
The Bank of New York Mellon February 1999 - December 2012
The Bank of New York Mellon May 2008 - November 2010
Cross Staffing, Client: Prudential September 1997 - January 1999
Bankers Trust Company 1991 - 1997
Skills
Accounting, Treasury, Financial Analysis, Banking, Management, Motivated self-starter, Achieving Results, Communication, Interpersonal Skill, Motivation
Education
Rutgers University, Graduate School of Management
Master of Business Administration (MBA), Accounting
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Spanish and German Language Teacher Education
The Bank of New York Mellon February 1999 - December 2012
The Bank of New York Mellon May 2008 - November 2010
Cross Staffing, Client: Prudential September 1997 - January 1999
Bankers Trust Company 1991 - 1997
Skills
Accounting, Treasury, Financial Analysis, Banking, Management, Motivated self-starter, Achieving Results, Communication, Interpersonal Skill, Motivation
Education
Rutgers University, Graduate School of Management
Master of Business Administration (MBA), Accounting
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Spanish and German Language Teacher Education
Debra Weiss's Bankers Trust Company Experience 1987 - 1990
Job CEO at Stealth Optical Mobile Technology StartUp
Industry Investment Banking
Experience
Stealth Optical Mobile Technology Start-Up January 2012 - Present
W4 Solutions Corporation Inc. 2001 - 2011
BANC OF AMERICA SECURITIES March 1999 - November 2001
SALOMON SMITH BARNEY INC 1995 - 1999
WASSERSTEIN PERELLA & CO., INC. 1992 - 1995
DAVID WULKAN & ASSOCIATES 1990 - 1991
BANKERS TRUST COMPANY 1987 - 1990
Skills
Business Development, Corporate Development, Corporate Finance, Due Diligence, Entrepreneurship, Finance, Investment Banking, Leadership, Management, Management Consulting, Mergers, Private Equity, Start-ups, Strategy, Venture Capital
Education
University of California, Berkeley 1983 — 1987
Bachelor of Arts (BA), Political Science
Stealth Optical Mobile Technology Start-Up January 2012 - Present
W4 Solutions Corporation Inc. 2001 - 2011
BANC OF AMERICA SECURITIES March 1999 - November 2001
SALOMON SMITH BARNEY INC 1995 - 1999
WASSERSTEIN PERELLA & CO., INC. 1992 - 1995
DAVID WULKAN & ASSOCIATES 1990 - 1991
BANKERS TRUST COMPANY 1987 - 1990
Skills
Business Development, Corporate Development, Corporate Finance, Due Diligence, Entrepreneurship, Finance, Investment Banking, Leadership, Management, Management Consulting, Mergers, Private Equity, Start-ups, Strategy, Venture Capital
Education
University of California, Berkeley 1983 — 1987
Bachelor of Arts (BA), Political Science
Robert Ashbaugh's Bankers Trust Company Experience July 1990 - October 1993
Job Senior Risk Management Consultant at Sageworks
Industry Banking
Experience
Sageworks January 2014 - Present
PNC March 2012 - November 2013
RBC Bank March 2008 - March 2012
Wachovia Securites February 2003 - December 2007
First Union / Wachovia October 1997 - February 2003
Bank of Tokyo-Mitsubishi UFJ October 1993 - October 1997
Bankers Trust Company July 1990 - October 1993
Skills
ALLL, Stress Testing, Risk Management, Risk Analytics, Corporate Trust, Portfolio Management, Mortgage Industry, Credit Risk, Financial Risk, Banking, Capital Markets, Financial Services, Credit, Credit Analysis, Financial Analysis, Loans, Commercial Banking, Finance, Mortgage Lending, Structured Finance
Education
Temple University 1986 — 1990
Bachelor of Business Administration (B.B.A.)
Sageworks January 2014 - Present
PNC March 2012 - November 2013
RBC Bank March 2008 - March 2012
Wachovia Securites February 2003 - December 2007
First Union / Wachovia October 1997 - February 2003
Bank of Tokyo-Mitsubishi UFJ October 1993 - October 1997
Bankers Trust Company July 1990 - October 1993
Skills
ALLL, Stress Testing, Risk Management, Risk Analytics, Corporate Trust, Portfolio Management, Mortgage Industry, Credit Risk, Financial Risk, Banking, Capital Markets, Financial Services, Credit, Credit Analysis, Financial Analysis, Loans, Commercial Banking, Finance, Mortgage Lending, Structured Finance
Education
Temple University 1986 — 1990
Bachelor of Business Administration (B.B.A.)
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation