Bankers Trust Company (now Deutsche Bank)
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Bankers Trust Company (now Deutsche Bank) Employees
EVOLAB - cannabis evolved. January 2015 - Present
Benolivia, LLC January 2000 - January 2015
Rocky Mountain College of Art and Design RMCAD January 2010 - October 2014
Anschutz Investment Company January 2000 - January 2008
Paribas (now BNP Paribas) September 1992 - January 2000
Dillon, Read & Co., Inc. (now UBS) July 1985 - May 1992
Bankers Trust Company (now Deutsche Bank) January 1983 - June 1985
Skills
Venture Capital, Corporate Finance, Private Equity, Investments, Business Strategy, Start-ups, Investment Banking, Business Development, Executive Management, New Business Development, Mergers, Mergers & Acquisitions, Restructuring, Turn Around Management, Telecommunications, Board Governance, Media Industries, Management, Higher Education..., Finance, Capital Markets, Equities, Valuation, LBO, Private Company..., Family Investment Office, Turnaround Situations, Telecom Industry, Change Management, Strategy, International Business, Strategic Planning, Leadership
Education
Williams College 1980 — 1982
Bachelor of Arts (B.A.), French Language and Literature
Hampden-Sydney College 1978 — 1979
AMBER International May 1983 - Present
Bankers Trust Company (now Deutsche Bank) July 1970 - May 1983
Education
Cornell University 1964 — 1968
BA, Economics
University of Rochester 1968 — 1970
Master of Business Administration (M.B.A.), Finance
ROOSEVELT & CROSS, INC. (R&C) (Municipal Bond Broker/Dealer) November 1992 - January 2014
JJ KENNY CO, INC. (now Standard & Poor’s) April 1989 - October 1992
MATTHEWS & WRIGHT, INC. April 1985 - March 1989
OPPENHEIMER & COMPANY November 1982 - April 1985
DILLON, READ & COMPANY (now UBS AG) April 1982 - October 1982
GOLDMAN SACHS & COMPANY October 1980 - March 1982
CONTINENTAL INSURANCE January 1979 - August 1980
BANKERS TRUST COMPANY (now DEUTSCHE BANK) June 1978 - December 1978
PORT AUTHORITY OF NEW YORK & NEW JERSEY January 1977 - June 1978
Skills
Comparative Analysis, Fixed Income, Bonds, Risk Management, Securities, Capital Markets, Bloomberg, Derivatives, Financial Modeling, Asset Management, Hedge Funds, Portfolio Management, Financial Markets, Analysis, Structured Finance, Alternative Investments, Valuation, Mutual Funds, Equities, Investments, Credit Analysis
Education
Pace University - Lubin School of Business 1976 — 1978
M.B.A., Banking & Finance
College of the Holy Cross 1972 — 1976
B.A., Economics/Political Science
Merrill Lynch April 2011 - December 2012
SPX Consulting 2007 - April 2011
NYSE Group, Inc. 2003 - 2007
Morgan Stanley 2001 - 2001
Accenture 1995 - 1999
Bankers Trust Company (now Deutsche Bank) 1993 - 1995
The Wyatt Company (now Towers Watson) 1988 - 1991
Skills
Wealth Management, Investments, Special Needs Planning, Asset Allocation, Financial Education, Series 7, Special Education, Business Development, Banking, Investment Strategies
Education
Molloy College
Candidate for Certificate
The University of Chicago Booth School of Business 1991 — 1993
MBA
Boston University 1983 — 1988
BS, M Ed
Madison High School, Madison, New Jersey 1980 — 1981
St. Michaels, Petworth 1973 — 1980
FilmRise September 2010 - Present
The Lark Play Development Center 2002 - Present
The Filmcatcher Company January 2008 - June 2011
Filbert Steps Productions January 1997 - December 2007
Bankers Trust Company (now Deutsche Bank) January 1989 - December 1994
Shakeys International January 1986 - December 1988
McCutchen, Doyle, Brown & Enersen (now Bingham McCutchen) November 1982 - December 1985
Skills
Television, Entertainment, Film Production, Theatre, Acting, Directing, Editing, Playwriting, Grant Writing, Social Media, Creative Writing, Festivals, Stage, Event Planning, Short Films, Copywriting, Performing Arts, Research, Editorial, Commercials, Blogging, Screenwriting, Feature Films, Start-ups
Education
Cornell University 1978 — 1982
JD / MBA, Law and Finance
Princeton University 1972 — 1978
AB, History
The Taft School 1969 — 1972
High School
home April 2009 - Present
Holistic Source, Inc. 2014 - 2014
Federal Reserve Bank of New York November 1992 - April 2009
Saudi International Bank, NY Branch June 1986 - June 1990
Algemene Bank Nederland (later, ABN/AMRO) January 1982 - June 1984
Bankers Trust Company (now Deutsche Bank) July 1976 - December 1981
Hartford National Bank & Trust Company (now Bank of America) March 1972 - June 1976
U.S. Army Security Agency March 1968 - December 1971
Skills
Banking, Credit Risk, Risk Management, Credit, Commercial Banking, Finance, Credit Analysis, Portfolio Management, AML, Analysis, Investments, Operational Risk..., Operational Risk, Mortgage Lending, Fixed Income, Capital Markets, Financial Risk, Loans, Financial Analysis, Bloomberg, Financial Modeling, Corporate Finance, Corporate Governance, Asset Management, Financial Regulation, Derivatives, Economics, Investment Banking, Market Risk, Bank Secrecy Act
Education
University of Connecticut 1972 — 1976
MBA, Finance
Defense Language Institute 1968 — 1968
none, Portuguese
Stanford University 1964 — 1968
Bachelor of Arts, Political Science
Bank of America November 2010 - November 2011
The Bank of New York Mellon August 2009 - August 2009
The Bank of New York Mellon June 2007 - August 2009
The Bank of New York June 1999 - June 2007
Bankers Trust Company (now Deutsche Bank) November 1997 - June 1999
DEUTSCHE BANK (acquired BANKERS TRUST COMPANY in 1999), New York, NY 1999 - 1999
Bankers Trust November 1977 - June 1997
Automated Concepts Inc. May 1976 - November 1977
Advanced Medical Systems September 1972 - May 1976
Massachusetts General Hospital February 1969 - September 1972
Skills
Risk Management, Operational Risk..., Banking, Program Management, Information Technology, Data Center, Business Analysis, Business Continuity, PMO, Investment Banking, IT Risk Management, Disaster Recovery, Management, Financial Risk, IT Strategy, Governance, Security, SDLC, Risk Assessment, Databases, Financial Services, Information Security, Enterprise Software, Project Portfolio..., Vendor Management
Education
Massachusetts Institute of Technology 1967 — 1969
MS, EE/Computer Science
Massachusetts Institute of Technology 1963 — 1967
SB, EE/Computer Science
MirrorMate January 2004 - Present
Professional Alternatives January 1991 - January 1997
Norwest Investment Services (now Wells Fargo) January 1982 - January 1992
Bankers Trust Company (now Deutsche Bank) January 1982 - January 1987
American Home Products January 1980 - January 1982
Education
Columbia University - Columbia Business School
Business Administrion, Finance
Duke University
Curian Capital March 2013 - Present
Hudson Canyon Investment Counselors LLC September 2012 - March 2013
American Independence Financial Services January 2009 - September 2012
Reveille Asset Management July 2006 - January 2009
Jamison Prince Asset Management December 2004 - July 2006
Lyon, Stubbs & Tompkins, Inc. 1994 - 2005
Mitchell Hutchins 1990 - 1994
Bankers Trust Company (now Deutsche Bank) 1986 - 1989
Hamilton & Company 1985 - 1986
Skills
CFA, Series 7, Series 63, Series 65, Portfolio Management, client portfolio manager, Product Specialists, manager due diligence, Fixed Income, Equities, Mutual Funds, Trading, Alternative Investments, Asset Allocation, Investments, Asset Management, Derivatives, ETFs, Bloomberg, Global Macro, Wealth Management
Education
Rider University 1982 — 1986
BS, Accouning/Finance
Promontory Financial Group, LLC February 2014 - Present
Modern Bank, N.A. April 2011 - October 2013
Promontory Financial Group 2007 - 2009
Citigroup 2000 - 2007
Bankers Trust 1976 - 1999
Bankers Trust Company (now Deutsche Bank) 1976 - 1999
US Treasury 1970 - 1976
Skills
Private Banking, Capital Markets, Management, Operational Risk, Business Strategy, Fixed Income, Risk Management, Banking, Financial Services, AML, Investment Banking, Portfolio Management, Financial Risk
Education
The George Washington University 1970 — 1976
M.A., Economics
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1963 — 1965
M.A., International Relations&Economics
Yale University 1958 — 1963
Bachelor of Arts (BA), Psychology
Ridgewood high school 1955 — 1958
h.s., college prep
BlackRock Portfolio ManagerDeutsche Bank1987 - 2002
Bankers Trust 1987 - 2002
Bankers Trust Company (now Deutsche Bank) 1986 - 2002
Education
Fordham Gabelli School of Business
City of Tampa Police Department OwnerA Home of Our Own, Assisted Living FacilityJanuary 2000 - December 2006
Salomon Brothers February 1997 - December 1998
Bankers Trust Company (now Deutsche Bank) February 1991 - January 1997
Education
Florida Agricultural and Mechanical University 1985 — 1990
MBA, BS, Accounty
Alabolognese September 2014 - Present
Monster Worldwide March 2009 - April 2013
Monster Worldwide 2009 - 2010
Bankers Trust 1970 - 2001
Bankers Trust Company (now Deutsche Bank) 1970 - 2001
Bankers Trust / Deutsche Bank 1970 - 2001
Skills
Vendor Management, Program Management, IT Strategy, Management Consulting, Business Analysis, Financial Services, Business Process..., Change Management, Strategic Planning, Executive Management, Process Improvement, Product Management, Risk Management, Business Strategy, Team Building, Training, Data Center, Business Continuity, Management, Strategy
Education
Fordham Gabelli School of Business 1973 — 1977
MBA, Professional Management
Nathaniel Hawthorne 1966 — 1969
ba, sociology
Thompson Coburn LLP. April 2008 - Present
Pollack & Kaminsky LLP 2001 - 2007
Bankers Trust Company (now Deutsche Bank) 1993 - 1998
The Rivendell Collection of Late Twentieth Century Art 1988 - 1992
Backstage Publications 1987 - 1988
The J. Paul Getty and The Frank Lloyd Wright Foundations 1986 - 1987
Boston Flamenco Ballet 1983 - 1986
La Semana Newspaper 1982 - 1983
Skills
Networking, Help Desk Support, Windows XP, Management, Hardware, Citrix, Databases, Troubleshooting, Analysis, Active Directory
Education
Boston University
Bachelor's Degree, Journalism
Columbia University in the City of New York 1987 — 1989
Journalism