Bankers Trust (now Deutsche Bank)
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Bankers Trust (now Deutsche Bank) Employees
First American/AmSouth (now Regions) 1996 - 2000
American General Life Companies 1994 - 1996
Bankers Trust (now Deutsche Bank) 1992 - 1994
Skills
Mergers & Acquisitions, Marketing, Thought Leadership, Project Management, Change Management, Revenue & Profit Growth, Retail Banking, Employee Engagement, Segmentation, Organizational Culture, Brand Development, Brand Management, Collaborative Problem..., Strategic Communications, Customer Service, Strategic Planning, Customer Satisfaction, Digital Strategy, Direct Marketing, Strategic Partnerships, Corporate Communications, Marketing Communications, Internal Communications, Business Development, Marketing Strategy, Market Planning, Product Management, Marketing Management, Integrated Marketing, Budgets, Business Strategy, Entrepreneurship, Media Relations, Online Marketing, Public Relations, Customer Retention, Business Analysis, Client Liason, Program Management, New Business Development, Team Building, Partnership-building, E-commerce, Product Development, Sales, Marketing Event Planning, Integrated..., Leadership, Management, Customer Experience...
Education
Mississippi State University
Master of Business Administration in Management & Marketing
Western Kentucky University
Bachelor of Science in Management
Charles Schwab September 2009 - Present
Charles Schwab September 2009 - April 2010
Wachovia Securities July 2000 - May 2009
First Albany December 1999 - May 2000
Bankers Trust (now Deutsche Bank) 1999 - 2000
Merrill Lynch 1998 - 1999
Brown Bros. Harriman & Co. May 1995 - August 1998
Goldman Sachs & Co. July 1983 - May 1995
Morgan Stanley Smith Barney 1977 - 1983
Skills
Investment Advisory, Asset Managment, Hedge Funds, Wealth Management, Series 65, AML, Retirement Planning, FINRA, Capital Markets, Investment Strategies, ETFs, Retirement, Asset Allocation, Trading, Alternative Investments, Investments, Fixed Annuities, Bloomberg, Portfolio Management, Strategic Financial..., Banking, Financial Markets, Asset Management, Financial Planning, Prime Brokerage, Relationship Management, Series 6
Education
Nyack College 1990 — 1994
BS, Org mangement
Brinderson November 2014 - Present
BakerCorp December 2012 - October 2014
BeachFire Restaurant Group LLC 2005 - 2012
Washington Mutual Bank 1999 - 2005
Long Beach Mortgage Company 1997 - 1999
Bankers Trust (now Deutsche Bank) 1994 - 1996
Skills
Project Planning &..., Communications, Staffing & Recruiting, Process Improvement, Organizational..., Human Resources, Community Outreach, Marketing, Customer Service, Organizational..., Training & Development, Team Building &..., Employee Benefits, Recruiting, Team Building, Project Management, Project Delivery, Leadership, Employee Training, Training, Talent Management, Employee Relations, Workforce Planning, Personnel Management, Strategy, Onboarding, Change Management, Succession Planning, Talent Acquisition, Management, Coaching, CRM, HR Policies
Education
Cal State Fullerton
Bachelor of Arts (BA), Organizational Communications
Cal State Long Beach
Teaching Credential, Elementary Education
Woodlands Academy August 2011 - Present
Self Employed December 2005 - December 2011
Hewitt Associates/AON June 1993 - July 2005
Bankers Trust (now Deutsche Bank) June 1987 - June 1993
Citigroup May 1979 - June 1987
Skills
Operations Management, Process Improvement, Outsourcing, Customer Satisfaction, Call Center, People Management, Strategy Development, Cost Reduction, Offshoring, Relationship Management, Executive Search, Customer Retention, Management, Strategy, Change Management, Employee Benefits, CRM, Call Centers, Human Resources, Training, Strategic Planning, Forecasting, Business Analysis
Education
Indiana University - Kelley School of Business 1977 — 1979
MBA
University of Missouri-Columbia 1973 — 1977
BS
Skein Advisors, LLC October 2012 - Present
Goldman Sachs August 2007 - September 2008
US Trust October 2005 - July 2007
Citigroup September 2001 - October 2005
Japan Bankers Trust November 1997 - January 2000
Bankers Trust (now Deutsche Bank) June 1989 - August 1997
Andersen Consulting (now Accenture) 1985 - 1987
Skills
Wealth Management, Financial Services, Equities, Fixed Income, Asset Management, Alternative Investments, Asset Managment, Capital Markets, Finance, Wealth Management..., Portfolio Management, Hedge Funds, Securities, Investments, Investment Banking, Emerging Markets, Trading, Private Banking, Private Equity, Investment Management, Asset Allocation, Investment Advisory, Banking, Derivatives, Angel Investing
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Operations, Marketing
Harvard University 1981 — 1985
A.B., Applied Mathematics
The Dana Hall School - Wellesley, Mass. 1978 — 1981
High School
KPMG US May 2015 - Present
KPMG (Contract) May 2014 - May 2015
UBS Investment Bank 1995 - 2013
Perot Systems (UBS Account) 1998 - 2007
Union Bank of Switzerland 1995 - 1998
Bankers Trust (now Deutsche Bank) 1987 - 1995
Wang Laboratories 1986 - 1987
Raytheon Missile Systems 1984 - 1986
Skills
ITIL, IT Strategy, IT Service Management, Infrastructure, IT Operations, Big 4, Vendor Management, Data Center, Knowledge Management, Technical Documentation, Disaster Recovery, Incident Management, Enterprise Architecture, IT Management, Risk Management, ERP, Microsoft Excel, Project Management, Windows Server, Hardware, Technical Support, Cluster, Trading Systems, Outsourcing, Pivot Tables, Information Technology, Active Directory, Data Analysis, Business Continuity, Vlookup, MS Excel Pivot Tables, Photography, Cost Management, Lean IT, Scrum, Six Sigma, Visio
Education
Polytechnic University 1980 — 1984
Bachelor's Degree, Computer Science
Brooklyn Technical High School (BTHS)
Electrical and Electronics Engineering
Savvysoft August 1989 - Present
Savvysoft August 1989 - Present
Savvysoft August 1989 - Present
Bankers Trust (now Deutsche Bank) July 1985 - July 1989
Bankers Trust (now Deutsche Bank) June 1981 - June 1985
Skills
Trading, Derivatives, Fixed Income, Portfolio Management, Financial Modeling, Risk Management, Equities, Capital Markets, Options, Investment Banking, Investments, Equity Derivatives, Bonds, Credit Derivatives, Interest Rate..., Swaps
Education
University of Pennsylvania - The Wharton School 1979 — 1981
Master of Business Administration (MBA), Finance, General
Dartmouth College 1975 — 1979
AB, Mathematics
White, Weld & Co. 2012 - Present
Advisors Asset Management, Inc. 2010 - 2012
Broadpoint Gleacher 2007 - 2010
Fieldstone Private Capital Group, Inc. 2004 - 2007
ABN AMRO Bank N.V. 2002 - 2004
Sanwa Bank (now Bank of Tokyo-Mitsubishi UFJ) 1998 - 2001
Salomon Brothers (now Citigroup) 1995 - 1998
Bankers Trust (now Deutsche Bank) 1991 - 1995
Continental Illinois National Bank (now Bank of America) 1985 - 1991
Skills
Fixed Income, Equities, Sales Management, Capital Markets, Trading, Portfolio Management, Hedge Funds, Asset Management, Investments, Bloomberg, Derivatives, Investment Banking
Education
Washington University in St. Louis - Olin Business School 1983 — 1985
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Penn State University 1976 — 1980
Bachelor of Science (BS), Economics, Accounting
PC Dialogs, Inc. April 2005 - Present
New York City HRA 2009 - 2014
New York City HRA 2009 - 2014
Deutsche Bank 2000 - 2005
Bankers Trust (now Deutsche Bank) 1990 - 2005
Shearson Lehman Hutton 1987 - 1990
Skills
Technical Writing, Editing, Content Development, Online Help, Content Management, Adobe Acrobat, Technical Documentation, Instructional Design, SnagIt, Information Architecture, HTML, Software Documentation, RoboHelp, Financial Services, Usability, SharePoint, Technical Communication, FrameMaker, Program Management, Visio, Training, Manuals, Web Content Management, Knowledge Management, Dreamweaver, User Experience
Education
Columbia University in the City of New York
Certificate, Computer Technology and Applications
School of Visual Arts 1975 — 1977
BFA, Graphic Design
Washington University in St. Louis 1972 — 1974
Architecture
New Brunswick high school
New Brunswick high school
New Brunswick high school
Newton Advisory Resources, LLC March 2004 - Present
Newton Advisory Resources 2004 - Present
BankBoston 1992 - 1999
Bankers Trust (now Deutsche Bank) 1983 - 1991
Skills
Corporate Finance, Mergers, Strategy, Risk Management, Financial Modeling, Cash Flow, Due Diligence, Financial Analysis, Mergers & Acquisitions, Turnaround Experience, Valuation, Portfolio Management, Commercial Lending
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Finance
Tufts University 1968 — 1969
EdM, Mathematics Education
Bates College 1964 — 1968
B.A., Mathematics
Alpern Absolute Return Fund Managing DirectorZurich Scudder Investments1999 - 2002
Donaldson, Lufkin & Jenrette 1993 - 1998
Bankers Trust (now Deutsche Bank) 1986 - 1991
Bankers Trust 1986 - 1991
Mellon Bank 1976 - 1986
Education
The University of Chicago 1974 — 1976
MBA, Finance & Econometrics
Carnegie Mellon University 1971 — 1974
BS, Administration & Management Science
Rice University July 2008 - Present
Arkwright January 2000 - June 2001
Arkwright August 1998 - December 1999
Schneider Electric 1997 - 1998
Bankers Trust (now Deutsche Bank) July 1995 - July 1996
Education
HEC Paris 2003 — 2008
PhD, Finance
EHESS - Ecole des Hautes Etudes en Sciences Sociales 2001 — 2003
MSc, Economics
HEC Paris 1993 — 1997
Msc, Management and Finance
Bentley Associates President & COO UI USA, Inc.Credit Agricole1989 - 1999
Bankers Trust (now Deutsche Bank) 1984 - 1989
Skills
Private Equity, Valuation, Corporate Finance, Venture Capital, Strategic Partnerships, Mergers & Acquisitions, Derivatives, Strategy, Start-ups, Corporate Development, Investment Banking, Entrepreneurship, Business Strategy, Negotiation, Financial Modeling, M&A experience, Private Placements, Due Diligence, Financial Structuring, Investments, Alternative Investments
Education
INSEAD 1987 — 1987
MBA, Finance
Fulbright Scholar 1984 — 1985
Morocco - Universite Mohammed V, Mechanical Engineering -Solar Energy
Brown University 1980 — 1984
BA, Engineering, Comparative Literature
Kingswood-Oxford 1978 — 1980
High School
Wooster 1974 — 1978
Newtown
Retired And Loving It July 2010 - Present
Deutsche Bank 1999 - July 2010
Bankers Trust (Now Deutsche Bank) September 1992 - June 1999
Skills
Program Management, Vendor Management, Fixed Income, Trading Systems, Market Data, Derivatives, Management, Business Analysis, IT Strategy, Equities, Data Center, Bloomberg, Project Management, Business Continuity, Disaster Recovery, Hedge Funds, Risk Management
Education
Baruch College, City University of New York (CUNY)
BBA, Human Relations Mgmt
PHS