Bankers Trust Company
Industry: Bank
DescriptionBankers Trust was a historic American banking organization. The bank merged with Alex. Brown & Sons before being acquired by Deutsche Bank in 1999. Headquarters: New York City, New York, United States Successor: Deutsche Bank Founder: Henry Pomeroy Davison Founded: 1903
Bankers Trust Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bankers Trust Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bankers Trust Company Salaries. You can even request information on how much does Bankers Trust Company pay if you want to. Learn about salaries, pros and cons of working for Bankers Trust Company directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
800 Bankers Trust Company employees in database. Find out everything there's to know about Bankers Trust Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bankers Trust Company Employees
Employee
Years
Job
Industry
Catherine Grossman Catherine Grossman's Bankers Trust Company Experience August 1990 - June 1999
Job Credit Executive at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 1999 - Present
Bankers Trust Company August 1990 - June 1999
Skills
Counterparty credit..., analysis, structuring..., Negotiate credit..., Hold credit due..., Negotiation skills:..., Marketed, structured,..., Investment Banking, Credit Risk, Credit, Banking, Commodity, Trade Finance, Capital Markets, Derivatives, Fixed Income, Corporate Finance, Financial Structuring, Structured Products, Equities, Risk Management
Education
La Sorbonne
Bachelor's degree, Economics
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
J.P. Morgan July 1999 - Present
Bankers Trust Company August 1990 - June 1999
Skills
Counterparty credit..., analysis, structuring..., Negotiate credit..., Hold credit due..., Negotiation skills:..., Marketed, structured,..., Investment Banking, Credit Risk, Credit, Banking, Commodity, Trade Finance, Capital Markets, Derivatives, Fixed Income, Corporate Finance, Financial Structuring, Structured Products, Equities, Risk Management
Education
La Sorbonne
Bachelor's degree, Economics
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
John West,Jr. John West,Jr.'s Bankers Trust Company Experience 1979 - 1992
Job Maintenance Service Technician
Industry Real Estate
Experience
Greystar March 2015 - Present
Self Employed 2014 - 2015
Lyft March 2014 - August 2014
Fast Signs October 2013 - March 2014
Cartridge World January 2006 - September 2013
Allstate Insurance Company October 1996 - July 2003
American Express Travel ( TRS) January 1989 - September 1992
Bankers Trust Company 1979 - 1992
Skills
Sales Management, Cold..., New Business Development, Marketing, Team Building, B2B, Small Business, Customer Satisfaction, Business Networking, Marketing Strategy, Negotiation, Business Development, Purchasing, Management, Coaching, Leadership, Time Management, Advertising, Finance, Lead Generation, Social Networking, Sales Presentations, Team Leadership, Customer Retention, Trade Shows, Call Centers, POS, Direct Sales, Selling, Sales
Education
University of South Carolina-Columbia 1976 — 1979
Electrical Engineering/ Business
Greystar March 2015 - Present
Self Employed 2014 - 2015
Lyft March 2014 - August 2014
Fast Signs October 2013 - March 2014
Cartridge World January 2006 - September 2013
Allstate Insurance Company October 1996 - July 2003
American Express Travel ( TRS) January 1989 - September 1992
Bankers Trust Company 1979 - 1992
Skills
Sales Management, Cold..., New Business Development, Marketing, Team Building, B2B, Small Business, Customer Satisfaction, Business Networking, Marketing Strategy, Negotiation, Business Development, Purchasing, Management, Coaching, Leadership, Time Management, Advertising, Finance, Lead Generation, Social Networking, Sales Presentations, Team Leadership, Customer Retention, Trade Shows, Call Centers, POS, Direct Sales, Selling, Sales
Education
University of South Carolina-Columbia 1976 — 1979
Electrical Engineering/ Business
Donna McMonagle Donna McMonagle's Bankers Trust Company Experience 1997 - 1999
Job Director, Credit at NRG Energy
Industry Financial Services
Experience
NRG Energy April 2013 - Present
Fitch Ratings 1999 - 2012
Bankers Trust Company 1997 - 1999
NatWest Bank, NA 1995 - 1997
Skills
Capital Markets, Fixed Income, Credit, Credit Risk, Derivatives, Financial Modeling, Risk Management, Financial Analysis, Bloomberg
Education
University of Scranton 1991 — 1995
BA, History, Business Leadership Honors Program, Minor in Business
NRG Energy April 2013 - Present
Fitch Ratings 1999 - 2012
Bankers Trust Company 1997 - 1999
NatWest Bank, NA 1995 - 1997
Skills
Capital Markets, Fixed Income, Credit, Credit Risk, Derivatives, Financial Modeling, Risk Management, Financial Analysis, Bloomberg
Education
University of Scranton 1991 — 1995
BA, History, Business Leadership Honors Program, Minor in Business
David Levine David Levine's Bankers Trust Company Experience January 1992 - January 1995
Job EVP, National Asset Management | SVP, National Securities Corp | InvestorProtector.com | Author: The Financial "Fix"
Industry Financial Services
Experience
EVP, National Asset Management, SVP, National Securities Corp. November 2010 - Present
National Securities Corp 2010 - Present
InvestorProtector April 2014 - Present
GunnAllen Financial May 2005 - March 2010
Summit Capital Management Group, LLC 2003 - 2010
Bankers Trust Company January 1992 - January 1995
Chase Manhattan Bank January 1990 - January 1992
Skills
Series 7, Series 63, Series 65, Retirement Planning, College Savings Plans, Wealth Management, Mutual Funds, Investment Advisory, Fixed Annuities, Securities, Retirement, Investments, FINRA, Asset Management, Equities, Strategic Financial..., Risk Management, Portfolio Management, Hedge Funds, Series 24, Private Equity, Capital Markets, Financial Services, Investment Banking, Asset Allocation, Investment Management, Insurance, Alternative Investments, Investment Strategies, Finance, Options, Fixed Income, Banking, Financial Advisory, Private Placements, Wealth Management..., Wealth, Financial Risk, Financial Planning
Education
New York University - Leonard N. Stern School of Business 1992 — 1995
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania 1985 — 1988
Bachelor of Arts (B.A.), Economics & English
EVP, National Asset Management, SVP, National Securities Corp. November 2010 - Present
National Securities Corp 2010 - Present
InvestorProtector April 2014 - Present
GunnAllen Financial May 2005 - March 2010
Summit Capital Management Group, LLC 2003 - 2010
Bankers Trust Company January 1992 - January 1995
Chase Manhattan Bank January 1990 - January 1992
Skills
Series 7, Series 63, Series 65, Retirement Planning, College Savings Plans, Wealth Management, Mutual Funds, Investment Advisory, Fixed Annuities, Securities, Retirement, Investments, FINRA, Asset Management, Equities, Strategic Financial..., Risk Management, Portfolio Management, Hedge Funds, Series 24, Private Equity, Capital Markets, Financial Services, Investment Banking, Asset Allocation, Investment Management, Insurance, Alternative Investments, Investment Strategies, Finance, Options, Fixed Income, Banking, Financial Advisory, Private Placements, Wealth Management..., Wealth, Financial Risk, Financial Planning
Education
New York University - Leonard N. Stern School of Business 1992 — 1995
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania 1985 — 1988
Bachelor of Arts (B.A.), Economics & English
D. Hill Rose, CTP D. Hill Rose, CTP's Bankers Trust Company Experience 1977 - 1979
Job Corporate Treasury Consultant
Industry Financial Services
Experience
Self employed and contract employee 1993 - Present
HomeTowne TV 2009 - 2012
DeBary Inn 2006 - 2009
Continental Corporation 1980 - 1992
Dunn & Bradstreet Corp. 1979 - 1980
Bankers Trust Company 1977 - 1979
Skills
Treasury Management, Cash Flow, Cash Flow Forecasting, Cash Management, Budgeting, Cash, performance management, policy and procedures, treasury consulting, TV newscaster, film editing, Technical Writing, key perfornance..., KPI, Final Cut Pro, Payments, Process Improvement, Treasury, Film Editing, Strategic Financial..., Key Performance..., Financial Reporting, Financial Analysis, Banking, Mergers & Acquisitions, Financial Modeling, Due Diligence, Performance Management, Forecasting, Accounting, Budgets, Managerial Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1975 — 1977
MBA, Finance
University of North Carolina at Chapel Hill 1971 — 1974
BA, Economics
Self employed and contract employee 1993 - Present
HomeTowne TV 2009 - 2012
DeBary Inn 2006 - 2009
Continental Corporation 1980 - 1992
Dunn & Bradstreet Corp. 1979 - 1980
Bankers Trust Company 1977 - 1979
Skills
Treasury Management, Cash Flow, Cash Flow Forecasting, Cash Management, Budgeting, Cash, performance management, policy and procedures, treasury consulting, TV newscaster, film editing, Technical Writing, key perfornance..., KPI, Final Cut Pro, Payments, Process Improvement, Treasury, Film Editing, Strategic Financial..., Key Performance..., Financial Reporting, Financial Analysis, Banking, Mergers & Acquisitions, Financial Modeling, Due Diligence, Performance Management, Forecasting, Accounting, Budgets, Managerial Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1975 — 1977
MBA, Finance
University of North Carolina at Chapel Hill 1971 — 1974
BA, Economics
Kirsten Garen Kirsten Garen's Bankers Trust Company Experience 1989 - 1997
Job Chief Information Officer
Industry Banking
Experience
Bank of the West December 2011 - Present
Visa October 2009 - November 2011
Charles Schwab January 1998 - December 2008
Bankers Trust Company 1989 - 1997
Education
University of Michigan
BBA
University of Pennsylvania - The Wharton School
MBA
Bank of the West December 2011 - Present
Visa October 2009 - November 2011
Charles Schwab January 1998 - December 2008
Bankers Trust Company 1989 - 1997
Education
University of Michigan
BBA
University of Pennsylvania - The Wharton School
MBA
Darin Woodward, CTP Darin Woodward, CTP's Bankers Trust Company Experience April 2009 - April 2012
Job Vice President, Commercial Banking Product Manager at Bankers Trust
Industry Banking
Experience
Bankers Trust April 2012 - Present
Bankers Trust Company April 2009 - April 2012
Bankers Trust Company April 2007 - April 2009
Bankers Trust August 2004 - April 2007
Bankers Trust December 1996 - August 2004
Skills
Treasury Services..., Treasury product sales, Project Management, Bank Operations..., Operations Management, Treasury Services, Banking, Commercial Banking, Treasury
Education
University of Northern Iowa 1991 — 1993
B.A., Finance
Marshalltown Community College 1989 — 1991
Associate, Business
Bankers Trust April 2012 - Present
Bankers Trust Company April 2009 - April 2012
Bankers Trust Company April 2007 - April 2009
Bankers Trust August 2004 - April 2007
Bankers Trust December 1996 - August 2004
Skills
Treasury Services..., Treasury product sales, Project Management, Bank Operations..., Operations Management, Treasury Services, Banking, Commercial Banking, Treasury
Education
University of Northern Iowa 1991 — 1993
B.A., Finance
Marshalltown Community College 1989 — 1991
Associate, Business
Jerry Kowalski Jerry Kowalski's Bankers Trust Company Experience June 1985 - June 1999
Job Chairman CEO at Hemoglobin Oxygen Therapeutics
Industry Biotechnology
Experience
Hemoglobin Oxygen Therapeutics August 2013 - Present
OPK Biotech, LLC January 2011 - January 2013
International Industrial Bank January 2006 - October 2010
Credit Suisse First Boston 2004 - 2006
Credit Suisse January 2005 - December 2005
Rose Square Capital June 2001 - December 2004
Bankers Trust Company June 1985 - June 1999
Procter & Gamble 1982 - 1985
Skills
Investment Banking, Emerging Markets, Capital Markets, Corporate Finance, Equities, Derivatives, Fixed Income, Financial Structuring, Structured Finance, Investments, Mergers, Risk Management, Financial Modeling, Bonds, Trading, Financial Markets, Mergers & Acquisitions, Corporate Governance, Project Finance, Investment Management, Investor Relations, Financial Analysis, IPO, Options, Restructuring, Corporate Development, Due Diligence, Leveraged Finance, Funding
Education
University of Michigan 1977 — 1981
B.A
University of Michigan 1977 — 1981
de la salle 1973 — 1977
Hemoglobin Oxygen Therapeutics August 2013 - Present
OPK Biotech, LLC January 2011 - January 2013
International Industrial Bank January 2006 - October 2010
Credit Suisse First Boston 2004 - 2006
Credit Suisse January 2005 - December 2005
Rose Square Capital June 2001 - December 2004
Bankers Trust Company June 1985 - June 1999
Procter & Gamble 1982 - 1985
Skills
Investment Banking, Emerging Markets, Capital Markets, Corporate Finance, Equities, Derivatives, Fixed Income, Financial Structuring, Structured Finance, Investments, Mergers, Risk Management, Financial Modeling, Bonds, Trading, Financial Markets, Mergers & Acquisitions, Corporate Governance, Project Finance, Investment Management, Investor Relations, Financial Analysis, IPO, Options, Restructuring, Corporate Development, Due Diligence, Leveraged Finance, Funding
Education
University of Michigan 1977 — 1981
B.A
University of Michigan 1977 — 1981
de la salle 1973 — 1977
Keith Walsh's Bankers Trust Company Experience October 1997 - December 2000
Job Equity Finance at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2013 - Present
ABN AMRO Securities (USA) LLC March 2010 - March 2013
Barclays Capital January 2001 - February 2009
Bankers Trust Company October 1997 - December 2000
Skills
Securities Lending, Prime Brokerage, Hedge Funds, Series 7, Series 63
Education
University of Maryland College Park 1993 — 1996
Bachelor of Arts, Business/Sociology
Morgan Stanley June 2013 - Present
ABN AMRO Securities (USA) LLC March 2010 - March 2013
Barclays Capital January 2001 - February 2009
Bankers Trust Company October 1997 - December 2000
Skills
Securities Lending, Prime Brokerage, Hedge Funds, Series 7, Series 63
Education
University of Maryland College Park 1993 — 1996
Bachelor of Arts, Business/Sociology
Andrew Zensky Andrew Zensky's Bankers Trust Company Experience February 1996 - July 1998
Job Investment Management Software Professional
Industry Investment Management
Experience
Advent Software July 1998 - December 2011
Bankers Trust Company February 1996 - July 1998
Morgan Stanley Asset Management (MSAM) April 1994 - October 1995
JPMorgan Chase December 1988 - April 1994
Prudential Financial December 1986 - October 1988
Skills
Financial Expertise, Data Analysis, Workflow Analysis, Data Conversion, Fixed Income, Hedge Funds, Advent, Business Analysis, Asset Management
Education
University of Maryland College Park 1982 — 1986
BA, Economics
Advent Software July 1998 - December 2011
Bankers Trust Company February 1996 - July 1998
Morgan Stanley Asset Management (MSAM) April 1994 - October 1995
JPMorgan Chase December 1988 - April 1994
Prudential Financial December 1986 - October 1988
Skills
Financial Expertise, Data Analysis, Workflow Analysis, Data Conversion, Fixed Income, Hedge Funds, Advent, Business Analysis, Asset Management
Education
University of Maryland College Park 1982 — 1986
BA, Economics
Hong Loh Hong Loh's Bankers Trust Company Experience 1981 - 2000
Job Senior Technology Executive Application Development, Engineering & Architecture
Industry Financial Services
Experience
T. Rowe Price September 2013 - Present
Fastinnotrans - Innovation and Transformation Services January 2012 - September 2013
Legg Mason Technology Services 2005 - January 2012
Legg Mason Technology Services 2005 - January 2012
Citigroup Asset Management 2004 - 2005
JP Morgan Asset Management 2000 - 2004
Deutsche Bank 1998 - 2000
Bankers Trust Company 1981 - 2000
Skills
Enterprise Architecture, Integration, IT Strategy, Enterprise Software, Management, SDLC, Strategy, Vendor Management, Financial Services, Business Analysis, Software Project..., Project Portfolio..., Mergers & Acquisitions, Business Intelligence, Solution Architecture, Project Management, Data Warehousing, PMO, Outsourcing, IT Management
Education
University of Leeds
BSc, Physics & Electronic Engineering
University of Wales, Cardiff
MSc, Management & Technology
T. Rowe Price September 2013 - Present
Fastinnotrans - Innovation and Transformation Services January 2012 - September 2013
Legg Mason Technology Services 2005 - January 2012
Legg Mason Technology Services 2005 - January 2012
Citigroup Asset Management 2004 - 2005
JP Morgan Asset Management 2000 - 2004
Deutsche Bank 1998 - 2000
Bankers Trust Company 1981 - 2000
Skills
Enterprise Architecture, Integration, IT Strategy, Enterprise Software, Management, SDLC, Strategy, Vendor Management, Financial Services, Business Analysis, Software Project..., Project Portfolio..., Mergers & Acquisitions, Business Intelligence, Solution Architecture, Project Management, Data Warehousing, PMO, Outsourcing, IT Management
Education
University of Leeds
BSc, Physics & Electronic Engineering
University of Wales, Cardiff
MSc, Management & Technology
Susan K. Becker Susan K. Becker's Bankers Trust Company Experience September 1984 - February 1985
Job Marketing communication consultant | Writer/editor | Presentations/web copy | Financial & professional svcs, health care
Industry Marketing and Advertising
Experience
Becker Consulting Services July 1985 - Present
Stern School of Business, NYU January 1990 - December 2004
Bankers Trust Company September 1984 - February 1985
Chemical Bank September 1982 - August 1984
Philadelphia National Bank July 1979 - July 1982
Skills
Marketing Communications, Internal Communications, Bylined Articles, Content Development, White Papers, Communication Consulting, Ghostwriting, Visual Communication, Corporate Communications, Web-based Communication, Branding Initiatives, Financial Writing, Conducting Interviews, Training, Integrated Marketing, Media Skills Training, Thought Leadership, Financial Communications, Presentation Coaching, Marketing, Public Speaking, Consulting, Communication Training, Grant Writing, Proposal Writing, Qualitative Market..., Survey Design, Press Releases, Leadership Development, Coaching, Professional Services, B2B Marketing, Program Management, Management, Strategic Communications, Social Media Marketing, Organizational..., Higher Education, Finance, Social Media, Business Education, Teamwork, Marketing Strategy, Content Strategy
Education
University of Pennsylvania - The Wharton School 1978 — 1979
M.B.A., Finance
University of Pennsylvania
Ph.D., English
University of Pennsylvania
B.A., English
Becker Consulting Services July 1985 - Present
Stern School of Business, NYU January 1990 - December 2004
Bankers Trust Company September 1984 - February 1985
Chemical Bank September 1982 - August 1984
Philadelphia National Bank July 1979 - July 1982
Skills
Marketing Communications, Internal Communications, Bylined Articles, Content Development, White Papers, Communication Consulting, Ghostwriting, Visual Communication, Corporate Communications, Web-based Communication, Branding Initiatives, Financial Writing, Conducting Interviews, Training, Integrated Marketing, Media Skills Training, Thought Leadership, Financial Communications, Presentation Coaching, Marketing, Public Speaking, Consulting, Communication Training, Grant Writing, Proposal Writing, Qualitative Market..., Survey Design, Press Releases, Leadership Development, Coaching, Professional Services, B2B Marketing, Program Management, Management, Strategic Communications, Social Media Marketing, Organizational..., Higher Education, Finance, Social Media, Business Education, Teamwork, Marketing Strategy, Content Strategy
Education
University of Pennsylvania - The Wharton School 1978 — 1979
M.B.A., Finance
University of Pennsylvania
Ph.D., English
University of Pennsylvania
B.A., English
Daniel T. Russler Jr. Daniel T. Russler Jr.'s Bankers Trust Company Experience 1986 - 1988
Job Wealth Manager | Risk Manager | Portfolio Manager & Member at Family Asset Management LLC
Industry Financial Services
Experience
Family Asset Management, LLC 2003 - Present
Corporate Governance Fund 2001 - 2003
First Union Bank 2000 - 2001
William R. Hough & Co. 1997 - 2000
J.C. Bradford & Co. 1996 - 1997
U.S. Generating Company 1991 - 1996
New Japan Securities International 1988 - 1990
Bankers Trust Company 1986 - 1988
Skills
Asset Management, Wealth Management, Financial Advisory, RIA, Fee-Only Registered..., Independent Financial..., Retirement Planning, Trust Services, Educational Funding, Foundations, Philanthropy
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill
Bachelor's degree
Family Asset Management, LLC 2003 - Present
Corporate Governance Fund 2001 - 2003
First Union Bank 2000 - 2001
William R. Hough & Co. 1997 - 2000
J.C. Bradford & Co. 1996 - 1997
U.S. Generating Company 1991 - 1996
New Japan Securities International 1988 - 1990
Bankers Trust Company 1986 - 1988
Skills
Asset Management, Wealth Management, Financial Advisory, RIA, Fee-Only Registered..., Independent Financial..., Retirement Planning, Trust Services, Educational Funding, Foundations, Philanthropy
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill
Bachelor's degree
Charles van Horne Charles van Horne's Bankers Trust Company Experience 1973 - 1990
Job Managing Director at Abbott Capital Management, LLC
Industry Investment Management
Experience
Abbott Capital Management, LLC 2001 - Present
AIG Capital Partners 1995 - 2001
Creditanstalt International Advisors 1990 - 1995
Bankers Trust Company 1973 - 1990
Skills
Private Equity, Investment Management, Business Development, Investments, Portfolio Management, Mutual Funds, Mergers & Acquisitions, Strategy, Emerging Markets, Investment Banking, Fund Of Funds, Credit, Project Finance, Venture Capital, Alternative Investments, Management
Education
University of Pennsylvania 1969 — 1973
Abbott Capital Management, LLC 2001 - Present
AIG Capital Partners 1995 - 2001
Creditanstalt International Advisors 1990 - 1995
Bankers Trust Company 1973 - 1990
Skills
Private Equity, Investment Management, Business Development, Investments, Portfolio Management, Mutual Funds, Mergers & Acquisitions, Strategy, Emerging Markets, Investment Banking, Fund Of Funds, Credit, Project Finance, Venture Capital, Alternative Investments, Management
Education
University of Pennsylvania 1969 — 1973
Deborah Lindberg Deborah Lindberg's Bankers Trust Company Experience 1989 - 1999
Job Financial Services Professional
Industry Financial Services
Experience
State Street Bank and Trust Company of California, N.A. 2008 - 2013
State Street Bank and Trust Company 2003 - 2013
Deutsche Bank 1999 - 2003
Bankers Trust Company 1989 - 1999
Aetna Capital Management 1986 - 1989
Equitable Life 1984 - 1986
Chicago Sun-Times 1982 - 1984
Skills
Equities, Fixed Income, Fund Accounting, Investments, Portfolio Management, Financial Services, Prime Brokerage, Project Management, Securities, Alternative Investments, Derivatives, Financial Analysis, Mutual Funds, Securities Lending, Hedge Funds, Asset Allocation, New Business Development, Collateral Management, Valuation, Asset Managment, Strategic Planning, Management, Bloomberg, Investment Banking, Global Custody, Banking, Investment Management, Corporate Actions
Education
University of Miami - School of Business 1980 — 1982
Masters of Business Administration, Marketing
University of Miami Frost School of Music 1976 — 1980
Bachelor of Music, Music Merchandising
State Street Bank and Trust Company of California, N.A. 2008 - 2013
State Street Bank and Trust Company 2003 - 2013
Deutsche Bank 1999 - 2003
Bankers Trust Company 1989 - 1999
Aetna Capital Management 1986 - 1989
Equitable Life 1984 - 1986
Chicago Sun-Times 1982 - 1984
Skills
Equities, Fixed Income, Fund Accounting, Investments, Portfolio Management, Financial Services, Prime Brokerage, Project Management, Securities, Alternative Investments, Derivatives, Financial Analysis, Mutual Funds, Securities Lending, Hedge Funds, Asset Allocation, New Business Development, Collateral Management, Valuation, Asset Managment, Strategic Planning, Management, Bloomberg, Investment Banking, Global Custody, Banking, Investment Management, Corporate Actions
Education
University of Miami - School of Business 1980 — 1982
Masters of Business Administration, Marketing
University of Miami Frost School of Music 1976 — 1980
Bachelor of Music, Music Merchandising
Don Kaplan Don Kaplan's Bankers Trust Company Experience July 1982 - March 1994
Job Owner, Donald H. Kaplan, C.P.A.
Industry Accounting
Experience
Donald H. Kaplan, C.P.A. August 2002 - Present
Oracle, General Ledger Development 1996 - 2002
Bankers Trust Company July 1982 - March 1994
RCA Corporation July 1977 - July 1982
Grant Thornton 1973 - 1977
Skills
Accounting, QuickBooks, Strategic Financial..., Tax Preparation, Tax Returns, Income Tax, Tax, Partnership Taxation, Corporate Tax, Sales Tax, General Ledger, Small Business, Accounts Payable, Financial Analysis, Tax Accounting, Accounts Receivable, Strategic Planning, Budgets, Financial Planning
Education
New York University - Leonard N. Stern School of Business 1979 — 1984
MBA, Finance
University of Pennsylvania - The Wharton School 1970 — 1973
B.S. in Economics, Accounting
Donald H. Kaplan, C.P.A. August 2002 - Present
Oracle, General Ledger Development 1996 - 2002
Bankers Trust Company July 1982 - March 1994
RCA Corporation July 1977 - July 1982
Grant Thornton 1973 - 1977
Skills
Accounting, QuickBooks, Strategic Financial..., Tax Preparation, Tax Returns, Income Tax, Tax, Partnership Taxation, Corporate Tax, Sales Tax, General Ledger, Small Business, Accounts Payable, Financial Analysis, Tax Accounting, Accounts Receivable, Strategic Planning, Budgets, Financial Planning
Education
New York University - Leonard N. Stern School of Business 1979 — 1984
MBA, Finance
University of Pennsylvania - The Wharton School 1970 — 1973
B.S. in Economics, Accounting
Andrew B. Chacos Andrew B. Chacos's Bankers Trust Company Experience August 1977 - May 1999
Job COO at Silverback Asset Management, LLC
Industry Investment Management
Experience
Silverback Asset Management September 2003 - Present
Deutsche Bank Securities June 1999 - August 2003
Bankers Trust Company August 1977 - May 1999
United States Secret Service June 1975 - August 1977
Skills
Hedge Funds, Derivatives, Securities, Prime Brokerage, Finance, Banking, Alternative Investments, Structured Products, Financial Markets, Fixed Income, Funding, Asset Allocation, Mergers & Acquisitions, Equities, Investments, Hedging, Asset Management
Education
University of North Carolina at Chapel Hill 1971 — 1975
B.A., Psychology
Georgetown Preparatory School 1967 — 1971
Silverback Asset Management September 2003 - Present
Deutsche Bank Securities June 1999 - August 2003
Bankers Trust Company August 1977 - May 1999
United States Secret Service June 1975 - August 1977
Skills
Hedge Funds, Derivatives, Securities, Prime Brokerage, Finance, Banking, Alternative Investments, Structured Products, Financial Markets, Fixed Income, Funding, Asset Allocation, Mergers & Acquisitions, Equities, Investments, Hedging, Asset Management
Education
University of North Carolina at Chapel Hill 1971 — 1975
B.A., Psychology
Georgetown Preparatory School 1967 — 1971
Duncan Hennes's Bankers Trust Company Experience 1987 - 1999
Job Partner, Atrevida partners
Industry Investment Management
Experience
Atrevida Partners, LLC 2007 - Present
Promontory Financial Group 2000 - 2007
Soros Fund Management 1998 - 1999
Bankers Trust Company 1987 - 1999
Arthur Andersen & Co 1979 - 1987
Education
University of Pennsylvania - The Wharton School 1975 — 1979
BS and MBA, Finance
Atrevida Partners, LLC 2007 - Present
Promontory Financial Group 2000 - 2007
Soros Fund Management 1998 - 1999
Bankers Trust Company 1987 - 1999
Arthur Andersen & Co 1979 - 1987
Education
University of Pennsylvania - The Wharton School 1975 — 1979
BS and MBA, Finance
Dean Miltimore Dean Miltimore's Bankers Trust Company Experience 1983 - 1991
Job Managing Director at TrueNorth Capital Partners LLC
Industry Investment Banking
Experience
TrueNorth Capital Partners LLC 2008 - Present
Bankers Trust Company 1983 - 1991
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Finance
TrueNorth Capital Partners LLC 2008 - Present
Bankers Trust Company 1983 - 1991
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Finance
Deepa Lahoti Deepa Lahoti's Bankers Trust Company Experience February 1995 - July 1997
Job Vice President, GV Financial Advisors
Industry Financial Services
Experience
GV Financial Advisors August 2014 - Present
Johns Creek Arts Center 2010 - 2015
Adipa, LLC January 2011 - August 2014
Morgan Stanley Smith Barney November 2009 - August 2011
www.PresentForward.com September 2007 - October 2009
Own Company September 2000 - July 2007
Citigroup, N.A. August 1997 - October 1999
Bankers Trust Company February 1995 - July 1997
Deloitte Consulting August 1993 - December 1994
Texas Instruments July 1987 - July 1991
Skills
Strategic Planning, Business Strategy, Financial Services, Investments, Alternative Investments, Equities, Portfolio Management, Strategic Financial..., Asset Managment, Wealth Management, Investment Advisory, Finance, Start-ups, Business Planning, Strategy, Financial Planning, Asset Management, Entrepreneurship, Marketing, Leadership, Consulting, Management
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
University of Tennessee-Knoxville 1983 — 1987
B.S.E.E., Electrical and Computer Engineering
Eisenhower High School
GV Financial Advisors August 2014 - Present
Johns Creek Arts Center 2010 - 2015
Adipa, LLC January 2011 - August 2014
Morgan Stanley Smith Barney November 2009 - August 2011
www.PresentForward.com September 2007 - October 2009
Own Company September 2000 - July 2007
Citigroup, N.A. August 1997 - October 1999
Bankers Trust Company February 1995 - July 1997
Deloitte Consulting August 1993 - December 1994
Texas Instruments July 1987 - July 1991
Skills
Strategic Planning, Business Strategy, Financial Services, Investments, Alternative Investments, Equities, Portfolio Management, Strategic Financial..., Asset Managment, Wealth Management, Investment Advisory, Finance, Start-ups, Business Planning, Strategy, Financial Planning, Asset Management, Entrepreneurship, Marketing, Leadership, Consulting, Management
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
University of Tennessee-Knoxville 1983 — 1987
B.S.E.E., Electrical and Computer Engineering
Eisenhower High School
Charles Zellerbach Charles Zellerbach's Bankers Trust Company Experience 1974 - 1977
Job Associate Professor at Orange Coast College
Industry Executive Office
Experience
Orange Coast College August 2005 - Present
Zellerbach Family Foundation June 1989 - Present
Shorewood High School August 2001 - July 2005
REALVision, Inc. January 1998 - August 2001
Leon A. Farley and Assoc. 1996 - December 1998
Simpson Paper Company 1992 - 1996
Seaboard Paper Company 1989 - 1992
Crown Zellerbach Corporation 1979 - 1989
Fred Alger Management, Inc. 1977 - 1978
Bankers Trust Company 1974 - 1977
Skills
Public Speaking, Research, Non-profits, Teaching, Microsoft Excel, Marketing, Economics, Microsoft Office, Staff Development, Strategic Planning, Financial Analysis, Management Consulting, PowerPoint, Customer Service, Microsoft Word, Statistics, Higher Education, Executive Management, Profit Optimization, Turn Around Management, Interpersonal Leadership, Nonprofits, Curriculum Design, Start-ups, Accounting, Leadership, Entrepreneurship, Analysis, Leadership Development, Finance, Management, Strategy, Team Building, Business Strategy
Education
University of Pennsylvania - The Wharton School 1977 — 1978
MBA, Finance
Williams College 1970 — 1974
BA, Political Economy, Environmental Science
Orange Coast College August 2005 - Present
Zellerbach Family Foundation June 1989 - Present
Shorewood High School August 2001 - July 2005
REALVision, Inc. January 1998 - August 2001
Leon A. Farley and Assoc. 1996 - December 1998
Simpson Paper Company 1992 - 1996
Seaboard Paper Company 1989 - 1992
Crown Zellerbach Corporation 1979 - 1989
Fred Alger Management, Inc. 1977 - 1978
Bankers Trust Company 1974 - 1977
Skills
Public Speaking, Research, Non-profits, Teaching, Microsoft Excel, Marketing, Economics, Microsoft Office, Staff Development, Strategic Planning, Financial Analysis, Management Consulting, PowerPoint, Customer Service, Microsoft Word, Statistics, Higher Education, Executive Management, Profit Optimization, Turn Around Management, Interpersonal Leadership, Nonprofits, Curriculum Design, Start-ups, Accounting, Leadership, Entrepreneurship, Analysis, Leadership Development, Finance, Management, Strategy, Team Building, Business Strategy
Education
University of Pennsylvania - The Wharton School 1977 — 1978
MBA, Finance
Williams College 1970 — 1974
BA, Political Economy, Environmental Science
Braden Renaud's Bankers Trust Company Experience May 2011 - August 2011
Job Management Trainee
Industry Higher Education
Experience
Bankers Trust June 2015 - Present
Wells Fargo December 2014 - June 2015
Bankers Trust May 2014 - August 2014
Fluent April 2014 - April 2014
Thrivent Financial for Lutherans May 2013 - January 2014
Richway Industries July 2012 - October 2013
Hudson High School August 2011 - November 2012
Famous Footwear/ Factory Brand Shoes June 2008 - February 2012
Bankers Trust Company May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Social Media Marketing, Social Networking, Customer Service, InDesign, Photoshop, PowerPoint, Leadership Development, Market Research, Communication, Community Outreach, Cultural Diversity, Management, Marketing, Strategy, Social Media, Sales, Time Management
Education
University of Northern Iowa 2010 — 2015
Bachelor's degree, Marketing Management & Finance
University of Newcastle 2012 — 2012
Honors Summer Exchange Program, Marketing
Bankers Trust June 2015 - Present
Wells Fargo December 2014 - June 2015
Bankers Trust May 2014 - August 2014
Fluent April 2014 - April 2014
Thrivent Financial for Lutherans May 2013 - January 2014
Richway Industries July 2012 - October 2013
Hudson High School August 2011 - November 2012
Famous Footwear/ Factory Brand Shoes June 2008 - February 2012
Bankers Trust Company May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Social Media Marketing, Social Networking, Customer Service, InDesign, Photoshop, PowerPoint, Leadership Development, Market Research, Communication, Community Outreach, Cultural Diversity, Management, Marketing, Strategy, Social Media, Sales, Time Management
Education
University of Northern Iowa 2010 — 2015
Bachelor's degree, Marketing Management & Finance
University of Newcastle 2012 — 2012
Honors Summer Exchange Program, Marketing
Dr. Richard Wolodkowicz Dr. Richard Wolodkowicz's Bankers Trust Company Experience December 1990 - February 1999
Job Senior Vice President at CITI
Industry Professional Training & Coaching
Experience
CITI September 2013 - Present
Ramapo College of New Jersey August 2010 - Present
Mind, Body and Goal LLC February 2008 - Present
Credit Suisse August 2008 - September 2013
University of Phoenix September 2009 - June 2012
Barclays Capital October 2005 - June 2008
University of Phoenix April 2003 - March 2008
Deutsche Bank February 1999 - October 2005
Bankers Trust Company December 1990 - February 1999
Dean Witter 1988 - 1989
Skills
Coaching, Leadership Development, Business Analysis, SDLC, Project Management, Change Management, Program Management, Project Planning, Budgets, Strategy, Leadership, Management Consulting, Training, Management, Process Improvement, Business Process..., Risk Management, Team Building, Strategic Planning, Organizational..., Vendor Management, Analysis, Business Strategy, Team Leadership, PMO, Requirements Analysis, Data Analysis, Software Project..., Banking, Governance, Analytics, Project Portfolio..., IT Strategy, CRM, Business Intelligence, PMP, Information Technology, Visio, Consulting, Outsourcing, Integration, Business Process, IT Management, People Skills, Cross-functional Team..., Resource Management, Business Transformation, Software Documentation, MS Project, Requirements Gathering
Education
University of Phoenix 2003 — 2008
Doctorate of Management, Leadership and Organizational Behavior
New York University - Leonard N. Stern School of Business 1994 — 1998
M.B.A., Management and Information Systems
Saint John's University 1982 — 1986
BS, Mathematics
Archibishop Molloy 1978 — 1982
CITI September 2013 - Present
Ramapo College of New Jersey August 2010 - Present
Mind, Body and Goal LLC February 2008 - Present
Credit Suisse August 2008 - September 2013
University of Phoenix September 2009 - June 2012
Barclays Capital October 2005 - June 2008
University of Phoenix April 2003 - March 2008
Deutsche Bank February 1999 - October 2005
Bankers Trust Company December 1990 - February 1999
Dean Witter 1988 - 1989
Skills
Coaching, Leadership Development, Business Analysis, SDLC, Project Management, Change Management, Program Management, Project Planning, Budgets, Strategy, Leadership, Management Consulting, Training, Management, Process Improvement, Business Process..., Risk Management, Team Building, Strategic Planning, Organizational..., Vendor Management, Analysis, Business Strategy, Team Leadership, PMO, Requirements Analysis, Data Analysis, Software Project..., Banking, Governance, Analytics, Project Portfolio..., IT Strategy, CRM, Business Intelligence, PMP, Information Technology, Visio, Consulting, Outsourcing, Integration, Business Process, IT Management, People Skills, Cross-functional Team..., Resource Management, Business Transformation, Software Documentation, MS Project, Requirements Gathering
Education
University of Phoenix 2003 — 2008
Doctorate of Management, Leadership and Organizational Behavior
New York University - Leonard N. Stern School of Business 1994 — 1998
M.B.A., Management and Information Systems
Saint John's University 1982 — 1986
BS, Mathematics
Archibishop Molloy 1978 — 1982
William Hoffman William Hoffman's Bankers Trust Company Experience May 1997 - May 1999
Job Chief Operating Officer GTO CB&S Equities Operations at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank August 2014 - Present
Deutsche Bank April 2013 - Present
Deutsche Bank October 2010 - April 2013
Deutsche Bank January 2006 - January 2012
Deutsche Bank January 2005 - January 2006
Deutsche Bank January 2003 - December 2004
Deutsche Bank May 2001 - January 2003
Deutsche Bank May 2000 - May 2001
Deutsche Bank May 1999 - May 2000
Bankers Trust Company May 1997 - May 1999
Skills
TOGAF, Change Management, Diversity, Business Strategy, Business Architecture, Business Engineering, Team Leadership, Mentoring, Business Analysis, Business Transformation, Financial Services, Business Process..., CRM, Strategy
Education
Washington University in St. Louis 1990 — 1994
Bachelor of Science (BS)
University of Melbourne 1993 — 1993
Deutsche Bank August 2014 - Present
Deutsche Bank April 2013 - Present
Deutsche Bank October 2010 - April 2013
Deutsche Bank January 2006 - January 2012
Deutsche Bank January 2005 - January 2006
Deutsche Bank January 2003 - December 2004
Deutsche Bank May 2001 - January 2003
Deutsche Bank May 2000 - May 2001
Deutsche Bank May 1999 - May 2000
Bankers Trust Company May 1997 - May 1999
Skills
TOGAF, Change Management, Diversity, Business Strategy, Business Architecture, Business Engineering, Team Leadership, Mentoring, Business Analysis, Business Transformation, Financial Services, Business Process..., CRM, Strategy
Education
Washington University in St. Louis 1990 — 1994
Bachelor of Science (BS)
University of Melbourne 1993 — 1993
Cynthia McCrory Cynthia McCrory's Bankers Trust Company Experience January 1986 - October 1990
Job Vice President of Finance, Operations and Facilities at Gaston College
Industry Higher Education
Experience
Gaston College March 2012 - Present
Spartanburg Community College 2009 - March 2012
Nat'l Financial Services Group June 2006 - 2009
Laura Ashley May 2001 - October 2006
Kings Electronics February 1998 - April 2000
IVAX Industries February 1994 - January 1998
Bankers Trust Company January 1986 - October 1990
Education
University of Missouri-Saint Louis 1979 — 1982
MBA, Finance
Winthrop University 1974 — 1976
Bachelor of Science, Accounting
Gaston College March 2012 - Present
Spartanburg Community College 2009 - March 2012
Nat'l Financial Services Group June 2006 - 2009
Laura Ashley May 2001 - October 2006
Kings Electronics February 1998 - April 2000
IVAX Industries February 1994 - January 1998
Bankers Trust Company January 1986 - October 1990
Education
University of Missouri-Saint Louis 1979 — 1982
MBA, Finance
Winthrop University 1974 — 1976
Bachelor of Science, Accounting
Andrew Capitman Andrew Capitman's Bankers Trust Company Experience 1984 - 1992
Job Fairness & Solvency Opinions Managing Director with 35 years Investment Banking Experience
Industry Investment Banking
Experience
Duff & Phelps September 2007 - Present
Fieldstone Private Capital Group L.P. 1994 - 2004
Bankers Trust Company 1984 - 1992
Education
University of Miami - School of Business 1976 — 1978
Master of Arts (M.A.), Economics, With Honors
Yale University 1969 — 1972
Bachelor of Arts (B.A.), Economics, cum laude
Duff & Phelps September 2007 - Present
Fieldstone Private Capital Group L.P. 1994 - 2004
Bankers Trust Company 1984 - 1992
Education
University of Miami - School of Business 1976 — 1978
Master of Arts (M.A.), Economics, With Honors
Yale University 1969 — 1972
Bachelor of Arts (B.A.), Economics, cum laude
Sara Flour's Bankers Trust Company Experience 1994 - 1999
Job Managing Director, Institutional Sales at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset & Wealth Management August 2004 - Present
Deutsche Bank 1999 - 2004
Bankers Trust Company 1994 - 1999
KPMG Peat Marwick 1989 - 1994
Skills
Liquidity Management, Asset Managment, Financial Markets, Cash Management, Investment Strategies, Investments, Treasury Services, Certified Treasury..., Payment Industry, Money Market Funds, Management Consulting, Institutional Sales, Relationship Management, Banking, Asset Management, Corporate Finance, Portfolio Management, Asset Allocation, Capital Markets, Financial Risk, Investment Management, Financial Modeling, Risk Management
Education
University of Pennsylvania 1983 — 1986
BA, Psychology
Deutsche Asset & Wealth Management August 2004 - Present
Deutsche Bank 1999 - 2004
Bankers Trust Company 1994 - 1999
KPMG Peat Marwick 1989 - 1994
Skills
Liquidity Management, Asset Managment, Financial Markets, Cash Management, Investment Strategies, Investments, Treasury Services, Certified Treasury..., Payment Industry, Money Market Funds, Management Consulting, Institutional Sales, Relationship Management, Banking, Asset Management, Corporate Finance, Portfolio Management, Asset Allocation, Capital Markets, Financial Risk, Investment Management, Financial Modeling, Risk Management
Education
University of Pennsylvania 1983 — 1986
BA, Psychology
Susanne Barkan's Bankers Trust Company Experience 1987 - 1993
Job Executive Director, JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2014 - Present
JPMorgan Chase February 2010 - Present
JPMorgan Chase June 2008 - February 2010
Standard & Poor's April 1995 - May 2008
JP Morgan 1993 - 1995
Bankers Trust Company 1987 - 1993
Education
New York University - Leonard N. Stern School of Business 1988 — 1992
MBA, Marketing, International Business
University of Pennsylvania - The Wharton School 1983 — 1987
B.S. Economics, Finance
JPMorgan Chase January 2014 - Present
JPMorgan Chase February 2010 - Present
JPMorgan Chase June 2008 - February 2010
Standard & Poor's April 1995 - May 2008
JP Morgan 1993 - 1995
Bankers Trust Company 1987 - 1993
Education
New York University - Leonard N. Stern School of Business 1988 — 1992
MBA, Marketing, International Business
University of Pennsylvania - The Wharton School 1983 — 1987
B.S. Economics, Finance
Jennifer Kenney's Bankers Trust Company Experience February 1999 - February 2001
Job Midwest Sales Director at XTERRA WETSUITS
Industry Financial Services
Experience
XTERRA WETSUITS February 2015 - Present
lululemon athletica November 2012 - February 2015
Deutsche Bank May 2010 - February 2012
PERSHING, LLC October 2009 - April 2010
Ivy Asset Management January 2006 - January 2009
Deutsche Asset Management February 2001 - August 2005
BANKERS TRUST COMPANY February 1999 - February 2001
Group Trust Client Service September 1996 - February 1999
Skills
Fixed Income, Fund Of Funds, Equities, Alternative Investments, Asset Managment
Education
University of Scranton 1990 — 1994
Bachelor of Science, Marketing
University of Scranton
Bachelor of Science, Marketing
XTERRA WETSUITS February 2015 - Present
lululemon athletica November 2012 - February 2015
Deutsche Bank May 2010 - February 2012
PERSHING, LLC October 2009 - April 2010
Ivy Asset Management January 2006 - January 2009
Deutsche Asset Management February 2001 - August 2005
BANKERS TRUST COMPANY February 1999 - February 2001
Group Trust Client Service September 1996 - February 1999
Skills
Fixed Income, Fund Of Funds, Equities, Alternative Investments, Asset Managment
Education
University of Scranton 1990 — 1994
Bachelor of Science, Marketing
University of Scranton
Bachelor of Science, Marketing
Helen Nazzaro's Bankers Trust Company Experience April 1986 - June 1999
Job Director at Citi
Industry Banking
Experience
Citi January 2005 - Present
Deutsche Bank June 1999 - February 2003
Bankers Trust Company April 1986 - June 1999
Skills
Relationship Management, Financial Services, Financial Markets, Banking, Payments, Back Office, Equities, Asset Managment, Emerging Markets, Cash Management, Fixed Income, Corporate Actions, Risk Management, Securities, FX Options, SWIFT payments, Credit Cards, Mutual Funds, Asset Management, Investment Banking, Middle Office, Derivatives
Education
University of Phoenix
Bachelor of Science (BS), Business Management
Citi January 2005 - Present
Deutsche Bank June 1999 - February 2003
Bankers Trust Company April 1986 - June 1999
Skills
Relationship Management, Financial Services, Financial Markets, Banking, Payments, Back Office, Equities, Asset Managment, Emerging Markets, Cash Management, Fixed Income, Corporate Actions, Risk Management, Securities, FX Options, SWIFT payments, Credit Cards, Mutual Funds, Asset Management, Investment Banking, Middle Office, Derivatives
Education
University of Phoenix
Bachelor of Science (BS), Business Management
David G. Sandelovsky's Bankers Trust Company Experience 1987 - 1999
Job Principal at BriadjMgmt, Inc
Industry Consumer Services
Experience
Briadj-Mgmt, Inc Franchise OwnerSportClipsJuly 2009 - November 2013
Bear Stearns 2004 - 2007
Bankers Trust Company 1987 - 1999
Skills
Private Equity, Hedge Funds, Investments, Asset Managment, Alternative Investments, Strategy, Asset Management, Mergers & Acquisitions, Asset Allocation, Securities, Capital Markets, Management, Investment Management, Investment Strategies, Equities, Venture Capital, Fixed Income, Trading, Start-ups, Financial Services, Due Diligence, Executive Management
Education
University of Pennsylvania - The Wharton School 1976 — 1980
Briadj-Mgmt, Inc Franchise OwnerSportClipsJuly 2009 - November 2013
Bear Stearns 2004 - 2007
Bankers Trust Company 1987 - 1999
Skills
Private Equity, Hedge Funds, Investments, Asset Managment, Alternative Investments, Strategy, Asset Management, Mergers & Acquisitions, Asset Allocation, Securities, Capital Markets, Management, Investment Management, Investment Strategies, Equities, Venture Capital, Fixed Income, Trading, Start-ups, Financial Services, Due Diligence, Executive Management
Education
University of Pennsylvania - The Wharton School 1976 — 1980
W. Kelso Morrill's Bankers Trust Company Experience 1989 - 1993
Job Managing Director at The Commonfund
Industry Investment Management
Experience
The Commonfund February 2009 - Present
Crossroad Capital Partners May 2005 - November 2008
SEI Investments 1993 - 1999
Bankers Trust Company 1989 - 1993
Education
Wharton Business School 1988 — 1990
MBA
University of Pennsylvania - The Wharton School 1981 — 1985
The Commonfund February 2009 - Present
Crossroad Capital Partners May 2005 - November 2008
SEI Investments 1993 - 1999
Bankers Trust Company 1989 - 1993
Education
Wharton Business School 1988 — 1990
MBA
University of Pennsylvania - The Wharton School 1981 — 1985
John W. Kohut's Bankers Trust Company Experience January 1982 - January 1985
Job Pres., RamKo Capital, Inc
Industry Management Consulting
Experience
RamKo Capital, Inc. January 2009 - Present
RamKo Venture Management, Inc. January 1991 - January 2009
BURPEE SEED COMPANY January 1990 - January 1991
Private Equity Group January 1985 - January 1989
BTNY CORPORATION January 1969 - January 1989
Bankers Trust Company January 1982 - January 1985
Bankers Trust London January 1979 - January 1982
Bankers Trust Company January 1976 - January 1979
Bankers Trust Company January 1973 - January 1976
Bankers Trust Company January 1970 - January 1973
Skills
Restructuring, Private Equity, Capital, Strategic Planning, Investment Banking, Negotiation, Exit Strategies, Capital Formation, Mergers, Divestitures, Business Turnaround, Corporate Development, Venture Capital, M&A experience, Start-ups, Acquisition Integration, Executive Management, Due Diligence, M&A due diligence, Deal Structuring, Working Capital..., P&L Management, Corporate Finance, Strategy Development, Management Consulting, Structuring, Profit & Loss Management, Business Strategy
Education
University of Miami
BBA, Finance and Economics; Finance
RamKo Capital, Inc. January 2009 - Present
RamKo Venture Management, Inc. January 1991 - January 2009
BURPEE SEED COMPANY January 1990 - January 1991
Private Equity Group January 1985 - January 1989
BTNY CORPORATION January 1969 - January 1989
Bankers Trust Company January 1982 - January 1985
Bankers Trust London January 1979 - January 1982
Bankers Trust Company January 1976 - January 1979
Bankers Trust Company January 1973 - January 1976
Bankers Trust Company January 1970 - January 1973
Skills
Restructuring, Private Equity, Capital, Strategic Planning, Investment Banking, Negotiation, Exit Strategies, Capital Formation, Mergers, Divestitures, Business Turnaround, Corporate Development, Venture Capital, M&A experience, Start-ups, Acquisition Integration, Executive Management, Due Diligence, M&A due diligence, Deal Structuring, Working Capital..., P&L Management, Corporate Finance, Strategy Development, Management Consulting, Structuring, Profit & Loss Management, Business Strategy
Education
University of Miami
BBA, Finance and Economics; Finance
Jordan Seltzer's Bankers Trust Company Experience 1986 - 1995
Job Financial Services Industry Professional
Industry Financial Services
Experience
Barclays Capital, Inc. 2013 - 2014
Goldman, Sachs & Co. 2010 - 2011
JPMorgan Chase & Co. 2008 - 2010
Bear Stearns 2007 - 2008
IBM / PricewaterhouseCoopers 1995 - 2006
Bankers Trust Company 1986 - 1995
Skills
Project Management, Line Management, General Management, Management Consulting, Capital Markets, Fixed Income, Equities, Derivatives
Education
University of Virginia - Darden Graduate School of Business Administration 1984 — 1986
MBA, Management / Finance
University of Maryland College Park
BS, Mathematics
Barclays Capital, Inc. 2013 - 2014
Goldman, Sachs & Co. 2010 - 2011
JPMorgan Chase & Co. 2008 - 2010
Bear Stearns 2007 - 2008
IBM / PricewaterhouseCoopers 1995 - 2006
Bankers Trust Company 1986 - 1995
Skills
Project Management, Line Management, General Management, Management Consulting, Capital Markets, Fixed Income, Equities, Derivatives
Education
University of Virginia - Darden Graduate School of Business Administration 1984 — 1986
MBA, Management / Finance
University of Maryland College Park
BS, Mathematics
David Kalal's Bankers Trust Company Experience 1978 - 1990
Job Executive Director Impaired Loan Mgmt at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank 1995 - Present
Credit Research and Trading 1991 - 1995
Bankers Trust Company 1978 - 1990
Education
University of Pennsylvania - The Wharton School 1976 — 1978
Master of Business Administration (M.B.A.), Finance, General
Yale University 1968 — 1973
Bachelor's Degree, English Language and Literature, General
UBS Investment Bank 1995 - Present
Credit Research and Trading 1991 - 1995
Bankers Trust Company 1978 - 1990
Education
University of Pennsylvania - The Wharton School 1976 — 1978
Master of Business Administration (M.B.A.), Finance, General
Yale University 1968 — 1973
Bachelor's Degree, English Language and Literature, General
Ashley Chapman's Bankers Trust Company Experience September 1983 - September 1986
Job Owner at Ashley Chapman Designs
Industry Retail
Experience
Ashley Chapman Designs December 1988 - Present
Sportsnames Georgia, LLC January 2011 - January 2012
Saved by the Bell August 1988 - April 1994
Carolyn T. Young Fine Stationery May 1988 - May 1990
Streets & Co. February 1987 - March 1988
Bankers Trust Company September 1983 - September 1986
Skills
Marketing Communications, Custom Invitations, Event Planning, Copy Editing, Early Childhood..., Wedding Planning, Parties, Weddings, Sales, Social Networking, Advertising, Brand Development, Event Management, Corporate Events
Education
University of North Carolina at Chapel Hill 1979 — 1983
BSBA, Business Administration and Management, General
St. Catherine's School 1977 — 1979
High School Diploma
Ashley Chapman Designs December 1988 - Present
Sportsnames Georgia, LLC January 2011 - January 2012
Saved by the Bell August 1988 - April 1994
Carolyn T. Young Fine Stationery May 1988 - May 1990
Streets & Co. February 1987 - March 1988
Bankers Trust Company September 1983 - September 1986
Skills
Marketing Communications, Custom Invitations, Event Planning, Copy Editing, Early Childhood..., Wedding Planning, Parties, Weddings, Sales, Social Networking, Advertising, Brand Development, Event Management, Corporate Events
Education
University of North Carolina at Chapel Hill 1979 — 1983
BSBA, Business Administration and Management, General
St. Catherine's School 1977 — 1979
High School Diploma
Christopher A. Dean's Bankers Trust Company Experience October 2006 - December 2012
Job Commercial Lender at Dubuque Bank & Trust
Industry Banking
Experience
Dubuque Bank & Trust July 2015 - Present
Bankers Trust January 2013 - June 2015
Bankers Trust Company October 2006 - December 2012
Wells Fargo Financial June 2006 - October 2006
Wells Fargo Financial, CLAO May 2005 - May 2006
Wells Fargo Financial 2004 - 2005
AEGON USA Realty Advisors, Inc. January 2003 - August 2003
Skills
Loans, Mortgage Lending, Portfolio Management, Investments, Finance, Underwriting, Commercial Lending, Credit, Credit Analysis, Loan Origination, Commercial Banking, Banking, Lines Of Credit, Commercial Real Estate, Small Business Lending, Insurance, Relationship Management
Education
University of Northern Iowa 1998 — 2004
Bachelor of Arts (B.A.), Finance, General
University of Northern Iowa 1998 — 2004
Bachelor of Arts (B.A.), Real Estate
University of Northern Iowa 1998 — 2004
Bachelor of Arts (B.A.), Psychology
Western Dubuque 1994 — 1997
IBA Commercial Lending School
IBA Commercial Lending School
Dubuque Bank & Trust July 2015 - Present
Bankers Trust January 2013 - June 2015
Bankers Trust Company October 2006 - December 2012
Wells Fargo Financial June 2006 - October 2006
Wells Fargo Financial, CLAO May 2005 - May 2006
Wells Fargo Financial 2004 - 2005
AEGON USA Realty Advisors, Inc. January 2003 - August 2003
Skills
Loans, Mortgage Lending, Portfolio Management, Investments, Finance, Underwriting, Commercial Lending, Credit, Credit Analysis, Loan Origination, Commercial Banking, Banking, Lines Of Credit, Commercial Real Estate, Small Business Lending, Insurance, Relationship Management
Education
University of Northern Iowa 1998 — 2004
Bachelor of Arts (B.A.), Finance, General
University of Northern Iowa 1998 — 2004
Bachelor of Arts (B.A.), Real Estate
University of Northern Iowa 1998 — 2004
Bachelor of Arts (B.A.), Psychology
Western Dubuque 1994 — 1997
IBA Commercial Lending School
IBA Commercial Lending School
Leonardo Riera's Bankers Trust Company Experience 1989 - 1998
Job CEO at EnviroPower Renewable, Inc.
Industry Financial Services
Experience
Asia America Equity Exchange CEOEnviroPower Renewable, Inc.May 2012 - Present
Bankers Trust Company 1989 - 1998
McKinsey & Company 1984 - 1986
Skills
Microsoft Word, Investment Banking, Strategic Planning, Corporate Finance, Capital Markets, Venture Capital, Private Equity, Emerging Markets, Alternative Investments, Start-ups, Business Strategy, Financial Structuring, IPO, Mergers & Acquisitions, Equities, Due Diligence, Funding, Executive Management, Mergers, Divestitures, Financial Modeling, Financial Analysis, Valuation, Entrepreneurship, Management Consulting, Portfolio Management, Private Placements, Derivatives, Real Estate, Investments, Business Planning, Leveraged Finance, Project Finance, Banking, Structured Finance, Risk Management, Finance, M&A experience, Strategy, Corporate Development, Hedge Funds, Fixed Income
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance, International Management
Asia America Equity Exchange CEOEnviroPower Renewable, Inc.May 2012 - Present
Bankers Trust Company 1989 - 1998
McKinsey & Company 1984 - 1986
Skills
Microsoft Word, Investment Banking, Strategic Planning, Corporate Finance, Capital Markets, Venture Capital, Private Equity, Emerging Markets, Alternative Investments, Start-ups, Business Strategy, Financial Structuring, IPO, Mergers & Acquisitions, Equities, Due Diligence, Funding, Executive Management, Mergers, Divestitures, Financial Modeling, Financial Analysis, Valuation, Entrepreneurship, Management Consulting, Portfolio Management, Private Placements, Derivatives, Real Estate, Investments, Business Planning, Leveraged Finance, Project Finance, Banking, Structured Finance, Risk Management, Finance, M&A experience, Strategy, Corporate Development, Hedge Funds, Fixed Income
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance, International Management
Sheldon Stoughton's Bankers Trust Company Experience 1985 - 1994
Job Energy Finance and Banking Executive
Industry Financial Services
Experience
Standard Chartered Bank November 2010 - Present
Royal Bank of Scotland 2004 - 2010
Reliant Resources 2001 - 2004
Credit Suisse First Boston 1997 - 2001
SBC Warburg 1994 - 1997
Bankers Trust Company 1985 - 1994
Exxon 1980 - 1984
Education
University of Chicago, Booth School of Business 1978 — 1980
MBA, Finance and International Business
University of Pennsylvania 1974 — 1978
BSc (Wharton) and BA (College), Economics and International Relations
Standard Chartered Bank November 2010 - Present
Royal Bank of Scotland 2004 - 2010
Reliant Resources 2001 - 2004
Credit Suisse First Boston 1997 - 2001
SBC Warburg 1994 - 1997
Bankers Trust Company 1985 - 1994
Exxon 1980 - 1984
Education
University of Chicago, Booth School of Business 1978 — 1980
MBA, Finance and International Business
University of Pennsylvania 1974 — 1978
BSc (Wharton) and BA (College), Economics and International Relations
Larry Mendelsohn's Bankers Trust Company Experience 1992 - 1993
Job Chairman and Chief Executive Officer at Great Ajax Corp
Industry Investment Management
Experience
Great Ajax Corp July 2014 - Present
Aspen Capital Management 2002 - Present
Bankers Trust Company 1992 - 1993
JP Morgan 1987 - 1992
Education
University of Chicago
University of Southern California
Great Ajax Corp July 2014 - Present
Aspen Capital Management 2002 - Present
Bankers Trust Company 1992 - 1993
JP Morgan 1987 - 1992
Education
University of Chicago
University of Southern California
Elaine Schuler's Bankers Trust Company Experience April 1991 - February 1998
Job Vice President at Montgomery Investment Management, Inc.
Industry Investment Management
Experience
Montgomery Investment Management, Inc. December 2003 - Present
Highfields Capital April 1999 - March 2000
Bankers Trust Company April 1991 - February 1998
Merrill Lynch July 1990 - March 1991
Chemical Bank January 1988 - June 1990
Devon Systems International June 1987 - December 1987
Skills
Equities, Financial Analysis, Team Building, Data Analysis, Entrepreneurship, Analytics, Financial Services, Start-ups, Finance, Strategic Partnerships
Education
Wharton School, University of Pennsylvania 1983 — 1987
BS, Finance/Economics
Montgomery Investment Management, Inc. December 2003 - Present
Highfields Capital April 1999 - March 2000
Bankers Trust Company April 1991 - February 1998
Merrill Lynch July 1990 - March 1991
Chemical Bank January 1988 - June 1990
Devon Systems International June 1987 - December 1987
Skills
Equities, Financial Analysis, Team Building, Data Analysis, Entrepreneurship, Analytics, Financial Services, Start-ups, Finance, Strategic Partnerships
Education
Wharton School, University of Pennsylvania 1983 — 1987
BS, Finance/Economics
Daniel Burchill's Bankers Trust Company Experience August 1997 - March 1999
Job Security Analyst at Valicenti Advisory Services, Inc.
Industry Financial Services
Experience
Valicenti Advisory Services, Inc. March 2014 - Present
Tire Centers, LLC November 2012 - March 2014
US Army/US Army Reserve April 2007 - June 2013
CIBC World Markets March 1999 - January 2006
Bankers Trust Company August 1997 - March 1999
Skills
Process Improvement, Corporate Finance, Financial Analysis, Risk Management, Logistics, Equities, Fixed Income, Investments, Leadership, Finance, Analysis, Operational Planning, Management
Education
University of Rochester 2014 — 2015
Master of Science (MS), Finance
University of Rochester 1993 — 1997
Bachelor of Arts, Economics
Valicenti Advisory Services, Inc. March 2014 - Present
Tire Centers, LLC November 2012 - March 2014
US Army/US Army Reserve April 2007 - June 2013
CIBC World Markets March 1999 - January 2006
Bankers Trust Company August 1997 - March 1999
Skills
Process Improvement, Corporate Finance, Financial Analysis, Risk Management, Logistics, Equities, Fixed Income, Investments, Leadership, Finance, Analysis, Operational Planning, Management
Education
University of Rochester 2014 — 2015
Master of Science (MS), Finance
University of Rochester 1993 — 1997
Bachelor of Arts, Economics
Judy LEE's Bankers Trust Company Experience 1988 - 1998
Job Managing Director & CoFounder, Dragonfly, LLC
Industry Financial Services
Experience
Dragonfly LLC 2000 - Present
Capco 1999 - 2000
Capital Markets Risk Advisors 1998 - 1999
Bankers Trust Company 1988 - 1998
Skills
Hedge Funds, Financial Modeling, Business Development, Financial Analysis, Business Strategy, Corporate Finance, Portfolio Management, Risk Management, Investment Banking, Financial Risk, Strategy
Education
NYU Stern School of Business
Bachelor's degree, Finance & International Business
Wharton Business School
Master of Business Administration (MBA)
Dragonfly LLC 2000 - Present
Capco 1999 - 2000
Capital Markets Risk Advisors 1998 - 1999
Bankers Trust Company 1988 - 1998
Skills
Hedge Funds, Financial Modeling, Business Development, Financial Analysis, Business Strategy, Corporate Finance, Portfolio Management, Risk Management, Investment Banking, Financial Risk, Strategy
Education
NYU Stern School of Business
Bachelor's degree, Finance & International Business
Wharton Business School
Master of Business Administration (MBA)
Barry Klayman's Bankers Trust Company Experience 1985 - 1999
Job Partner, Chief Operating Officer at BBR Partners
Industry Financial Services
Experience
BBR Partners May 2013 - Present
Asset Management Finance LLC October 2003 - April 2013
Putnam Lovell NBF 1999 - 2003
Bankers Trust Company 1985 - 1999
Citibank 1983 - 1985
Skills
Corporate Finance, Investment Management, Management, Relationship Management, Operations Management, Project Management, Cash Management, Structured Investments, Principal Investments
Education
New York University, Stern School of Business 1985 — 1989
Master of Business Administration (M.B.A.), Finance, General
Wharton School, University of Pennsylvania 1979 — 1983
BS, Economics
Hull High School 1975 — 1979
BBR Partners May 2013 - Present
Asset Management Finance LLC October 2003 - April 2013
Putnam Lovell NBF 1999 - 2003
Bankers Trust Company 1985 - 1999
Citibank 1983 - 1985
Skills
Corporate Finance, Investment Management, Management, Relationship Management, Operations Management, Project Management, Cash Management, Structured Investments, Principal Investments
Education
New York University, Stern School of Business 1985 — 1989
Master of Business Administration (M.B.A.), Finance, General
Wharton School, University of Pennsylvania 1979 — 1983
BS, Economics
Hull High School 1975 — 1979
Stacey Porfido's Bankers Trust Company Experience 1986 - June 1989
Job President
Industry Hospital & Health Care
Experience
Self-employed October 2010 - Present
Home Helpers September 2010 - Present
LPC October 1996 - September 2005
Morgan Stanley June 1989 - October 1996
Banker's Trust Company 1986 - June 1989
Skills
Personal Care, Accounting, Financial Reporting, Analysis, Small Business, Home Care, Elder Care, Respite, Healthcare, Long-term Care
Education
University of Scranton 1982 — 1986
Bachelor of Science (BS), Accounting
Self-employed October 2010 - Present
Home Helpers September 2010 - Present
LPC October 1996 - September 2005
Morgan Stanley June 1989 - October 1996
Banker's Trust Company 1986 - June 1989
Skills
Personal Care, Accounting, Financial Reporting, Analysis, Small Business, Home Care, Elder Care, Respite, Healthcare, Long-term Care
Education
University of Scranton 1982 — 1986
Bachelor of Science (BS), Accounting
Rebecca Weeks's Bankers Trust Company Experience 1986 - 1997
Job Managing Director at Elanus Capital Management, LLC
Industry Financial Services
Experience
Elanus Capital Management, LLC March 2014 - Present
Scissortail Capital LLC 2009 - Present
Natixis North America 2000 - 2009
Berkshire Hathaway/General Re 1998 - 2000
Bankers Trust Company 1986 - 1997
Skills
Capital Markets, Valuation, Fixed Income, Equities
Education
University of Oklahoma 1978 — 1982
Bachelor of Business Administration (BBA), Finance
Elanus Capital Management, LLC March 2014 - Present
Scissortail Capital LLC 2009 - Present
Natixis North America 2000 - 2009
Berkshire Hathaway/General Re 1998 - 2000
Bankers Trust Company 1986 - 1997
Skills
Capital Markets, Valuation, Fixed Income, Equities
Education
University of Oklahoma 1978 — 1982
Bachelor of Business Administration (BBA), Finance
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation