Banque Paribas
Industry: Retail banking company
DescriptionBNP Paribas S.A. is a French international banking group. It is the world's 8th largest bank by total assets, and currently operates with a presence in 77 countries. Headquarters: Paris, France CEO: Jean-Laurent Bonnafé (Dec 1, 2011–) Customer service: 011 33 1 57 08 22 00 Revenue: 43.16 billion EUR (2017) Subsidiaries: Bank BGŻ BNP Paribas, BNP Paribas Fortis, Cardif, Did you know: BNP Paribas is the eighth-largest bank in the world by total assets ($2,357.07 B). wikipedia.org
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Banque Paribas Employees
Employee
Years
Job
Industry
John G. Acker, CFP®, CIMA® John G. Acker, CFP®, CIMA®'s Banque Paribas Experience 1989 - 1999
Job Senior Vice President, Wealth Advisor & Senior Portfolio Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc 2006 - Present
Morgan Stanley 2001 - 2006
Communications Equity Associates 1999 - 2001
Banque Paribas 1989 - 1999
First Interstate Bank Limited 1987 - 1989
Education
University of Southern California - Marshall School of Business 1985 — 1987
MBA, Finance & Marketing
University of Colorado at Boulder - Leeds School of Business 1979 — 1983
BS, Accounting & Management
UBS Financial Services, Inc 2006 - Present
Morgan Stanley 2001 - 2006
Communications Equity Associates 1999 - 2001
Banque Paribas 1989 - 1999
First Interstate Bank Limited 1987 - 1989
Education
University of Southern California - Marshall School of Business 1985 — 1987
MBA, Finance & Marketing
University of Colorado at Boulder - Leeds School of Business 1979 — 1983
BS, Accounting & Management
Lesley Gordon-Mountian Lesley Gordon-Mountian's Banque Paribas Experience May 1981 - January 2000
Job Senior Strategist at MejeurHaas Communications
Industry Construction
Experience
Mejeur-Haas Communications February 2015 - Present
Schulkamp Co. Inc. 2011 - February 2015
Pearson English Business Solutions 2015 - 2015
Pearson English Business Solutions 2015 - 2015
Pearson English Business Solutions 2015 - 2015
BNP Paribas January 2006 - July 2009
BNP Paribas January 2003 - January 2006
BNP Paribas January 2000 - January 2002
Banque Paribas May 1981 - January 2000
Federated Department Stores June 1977 - May 1981
Skills
Corporate Communications, Management, Event Management, Project Management, Project Planning, Public Relations, Corporate Events, Advertising, Creative Branding, Corporate Sponsorships, Budgeting, Internal Communications, Construction Management, Project Coordination, Project Implementation, International Relations, Investment Banking, Travel Management, Foreign Languages, Performing Arts, Creative Concept..., Board Leadership, Facilities Planning, Product Development, Event Planning, Sales, Brand Management, Budgets, Brand Implementation, Strategic Planning, Sponsorship, Strategic Communications, Training, Leadership, Business Strategy, Facilities Management, Strategy, Mergers & Acquisitions, Risk Management, Social Networking, Marketing Communications, Marketing, Program Management, Marketing Strategy
Education
Northwestern University
B.A., French, 3.8
Mejeur-Haas Communications February 2015 - Present
Schulkamp Co. Inc. 2011 - February 2015
Pearson English Business Solutions 2015 - 2015
Pearson English Business Solutions 2015 - 2015
Pearson English Business Solutions 2015 - 2015
BNP Paribas January 2006 - July 2009
BNP Paribas January 2003 - January 2006
BNP Paribas January 2000 - January 2002
Banque Paribas May 1981 - January 2000
Federated Department Stores June 1977 - May 1981
Skills
Corporate Communications, Management, Event Management, Project Management, Project Planning, Public Relations, Corporate Events, Advertising, Creative Branding, Corporate Sponsorships, Budgeting, Internal Communications, Construction Management, Project Coordination, Project Implementation, International Relations, Investment Banking, Travel Management, Foreign Languages, Performing Arts, Creative Concept..., Board Leadership, Facilities Planning, Product Development, Event Planning, Sales, Brand Management, Budgets, Brand Implementation, Strategic Planning, Sponsorship, Strategic Communications, Training, Leadership, Business Strategy, Facilities Management, Strategy, Mergers & Acquisitions, Risk Management, Social Networking, Marketing Communications, Marketing, Program Management, Marketing Strategy
Education
Northwestern University
B.A., French, 3.8
Nicole Cawley Nicole Cawley's Banque Paribas Experience 1996 - 1997
Job Chief Financial Officer at Yum Yum Restaurant Group, LLC
Industry Financial Services
Experience
Yum Yum Restaurant Group, LLC 2013 - Present
Independent Strategy & Finance Consultant 2012 - Present
Neuberger Berman, LLC 2006 - 2009
GE Capital (Commercial Finance Division) 1997 - 2006
Subject Matter Expert 1993 - 2006
Banque Paribas 1996 - 1997
Banque Paribas 1994 - 1996
CIBC 1993 - 1994
CIBC 1989 - 1993
Citi (Citibank, N.A.) 1987 - 1989
Skills
Leadership, Banking & Finance, Budgeting & Forecasting, Strategic Planning, Financial Modeling, Mergers & Acquisitions, Financial Risk..., Cost Control, Financial Controls, Global Communications, Six Sigma, Public Speaking, Subject Matter Expert, Negotiation, Corporate Finance, Internal Controls, Private Equity, Business Development, Capital Raising, Restaurant Management, Hospitality Management, Food & Beverage, Venture Capital, Capital Markets, Corporate Development, Due Diligence, Finance, Structured Finance, Financial Structuring, Portfolio Management, Business Planning, Strategy
Education
The Wharton School, University of Pennsylvania 1985 — 1987
Master of Business Administration (MBA)
Citicorp Institute for Global Finance 1987 — 1988
University of Pennsylvania 1981 — 1985
Master of Arts (MA)
Swarthmore College 1976 — 1980
Bachelor of Arts (BA)
The Culinary Institute of America 2010 — 2011
Associate's degree
Yum Yum Restaurant Group, LLC 2013 - Present
Independent Strategy & Finance Consultant 2012 - Present
Neuberger Berman, LLC 2006 - 2009
GE Capital (Commercial Finance Division) 1997 - 2006
Subject Matter Expert 1993 - 2006
Banque Paribas 1996 - 1997
Banque Paribas 1994 - 1996
CIBC 1993 - 1994
CIBC 1989 - 1993
Citi (Citibank, N.A.) 1987 - 1989
Skills
Leadership, Banking & Finance, Budgeting & Forecasting, Strategic Planning, Financial Modeling, Mergers & Acquisitions, Financial Risk..., Cost Control, Financial Controls, Global Communications, Six Sigma, Public Speaking, Subject Matter Expert, Negotiation, Corporate Finance, Internal Controls, Private Equity, Business Development, Capital Raising, Restaurant Management, Hospitality Management, Food & Beverage, Venture Capital, Capital Markets, Corporate Development, Due Diligence, Finance, Structured Finance, Financial Structuring, Portfolio Management, Business Planning, Strategy
Education
The Wharton School, University of Pennsylvania 1985 — 1987
Master of Business Administration (MBA)
Citicorp Institute for Global Finance 1987 — 1988
University of Pennsylvania 1981 — 1985
Master of Arts (MA)
Swarthmore College 1976 — 1980
Bachelor of Arts (BA)
The Culinary Institute of America 2010 — 2011
Associate's degree
Paul McCaffery Paul McCaffery's Banque Paribas Experience February 2002 - April 2002
Job President, PCM & Associates
Industry Financial Services
Experience
PCM & Associates January 1997 - Present
Broadridge Systems August 2007 - May 2008
Thrivent Financial April 2007 - July 2007
Thomson Beta Systems August 2006 - February 2007
Wachovia Securities January 2005 - April 2005
AMRO Bank October 2002 - June 2004
J.P. Morgan Bank April 2002 - September 2002
Banque Paribas February 2002 - April 2002
Firstar/Mercantile Bank April 2001 - February 2002
LPL Securities September 2000 - March 2001
Skills
Bloomberg, Requirements Analysis, Process Improvement, Mutual Funds, Trading, Fixed Income, Accounting, Budgets, Analysis, Asset Management, Hedge Funds, SDLC, Securities, Trading Systems, Business Analysis, Portfolio Management, Equities, Financial Services, Management, Back Office, Banking, Insurance, Requirements Gathering, Asset Allocation, Funding, Corporate Actions, Bonds, Vendor Management
Education
Saint Peter's University 1969 — 1973
B.S, Economics
Saint Peter's University 1969 — 1973
Bachelor of Science (BS), Economiics, 2.75
PCM & Associates January 1997 - Present
Broadridge Systems August 2007 - May 2008
Thrivent Financial April 2007 - July 2007
Thomson Beta Systems August 2006 - February 2007
Wachovia Securities January 2005 - April 2005
AMRO Bank October 2002 - June 2004
J.P. Morgan Bank April 2002 - September 2002
Banque Paribas February 2002 - April 2002
Firstar/Mercantile Bank April 2001 - February 2002
LPL Securities September 2000 - March 2001
Skills
Bloomberg, Requirements Analysis, Process Improvement, Mutual Funds, Trading, Fixed Income, Accounting, Budgets, Analysis, Asset Management, Hedge Funds, SDLC, Securities, Trading Systems, Business Analysis, Portfolio Management, Equities, Financial Services, Management, Back Office, Banking, Insurance, Requirements Gathering, Asset Allocation, Funding, Corporate Actions, Bonds, Vendor Management
Education
Saint Peter's University 1969 — 1973
B.S, Economics
Saint Peter's University 1969 — 1973
Bachelor of Science (BS), Economiics, 2.75
Phil Figuracion Phil Figuracion's Banque Paribas Experience 1993 - 1996
Job Senior Currency Trader
Industry Capital Markets
Experience
TD 2011 - 2014
Bank of Tokyo-Mitsubishi 1998 - 2011
Den Danske January 1996 - December 1997
banque paribas 1993 - 1996
Skills
Currency, FX trading, Trading, FX Options, FX Spot, Foreign Exchange, Hedging, Market Making, Options, Trading Systems, Electronic Trading, Building Business..., Communication Skills, Derivatives, FX Trading, Financial Markets, Fixed Income, Hedge Funds
Education
New York University 1991 — 1992
pro.d, economics
Western Michigan University 1983 — 1988
TD 2011 - 2014
Bank of Tokyo-Mitsubishi 1998 - 2011
Den Danske January 1996 - December 1997
banque paribas 1993 - 1996
Skills
Currency, FX trading, Trading, FX Options, FX Spot, Foreign Exchange, Hedging, Market Making, Options, Trading Systems, Electronic Trading, Building Business..., Communication Skills, Derivatives, FX Trading, Financial Markets, Fixed Income, Hedge Funds
Education
New York University 1991 — 1992
pro.d, economics
Western Michigan University 1983 — 1988
Frank Miele Frank Miele's Banque Paribas Experience July 1998 - September 1999
Job EVP, Finance & Administration, ooVoo
Industry Internet
Experience
ooVoo December 2009 - Present
APS HEALTHCARE, INC August 2008 - December 2009
Active Health Management, Inc January 2005 - August 2008
Intelligroup, Inc April 2004 - October 2004
World Wrestling Entertainment, Inc August 2003 - February 2004
Applied Graphics Technologies, Inc April 2001 - August 2003
Fotolinks.Com May 2000 - January 2001
Sony Online Entertainment September 1999 - May 2000
Banque Paribas July 1998 - September 1999
Arthur Andersen LLP September 1995 - July 1998
Skills
Financial Analysis, Operations, Strategic Planning, Forecasting, Budgets, Business Analysis, Finance, Online Advertising, Video, Monetization, Online Gaming, Advertising Operations, Start-ups, Mergers, Business Strategy, Executive Management, Analytics, Financial Modeling, Strategy, Business Development, Analysis, Competitive Analysis, Pricing, Leadership, Mergers & Acquisitions, Management, Strategic Partnerships, Program Management, Business Planning, Entrepreneurship
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
MBA, Finance and Marketing
New York University, Leonard N. Stern School of 1998 — 2002
Master, Business Administration; finance / marketing
SUNY Albany 1991 — 1995
BS, Accounting
State University of New York at Albany 1991 — 1995
Bachelor of Science, Major
ooVoo December 2009 - Present
APS HEALTHCARE, INC August 2008 - December 2009
Active Health Management, Inc January 2005 - August 2008
Intelligroup, Inc April 2004 - October 2004
World Wrestling Entertainment, Inc August 2003 - February 2004
Applied Graphics Technologies, Inc April 2001 - August 2003
Fotolinks.Com May 2000 - January 2001
Sony Online Entertainment September 1999 - May 2000
Banque Paribas July 1998 - September 1999
Arthur Andersen LLP September 1995 - July 1998
Skills
Financial Analysis, Operations, Strategic Planning, Forecasting, Budgets, Business Analysis, Finance, Online Advertising, Video, Monetization, Online Gaming, Advertising Operations, Start-ups, Mergers, Business Strategy, Executive Management, Analytics, Financial Modeling, Strategy, Business Development, Analysis, Competitive Analysis, Pricing, Leadership, Mergers & Acquisitions, Management, Strategic Partnerships, Program Management, Business Planning, Entrepreneurship
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
MBA, Finance and Marketing
New York University, Leonard N. Stern School of 1998 — 2002
Master, Business Administration; finance / marketing
SUNY Albany 1991 — 1995
BS, Accounting
State University of New York at Albany 1991 — 1995
Bachelor of Science, Major
Michael Gosselin Michael Gosselin's Banque Paribas Experience 1990 - 2000
Job Managing Director, Head of Energy & Natural Resources Coverage Canada BNP Paribas
Industry Investment Banking
Experience
BNP Paribas 2000 - Present
Banque Paribas 1990 - 2000
Bank of Montreal 1982 - 1990
Royal Trust 1978 - 1981
Skills
Portfolio Management, Investments, Finance, Structured Finance, Bonds, Interest Rate..., Insurance, Management, Capital Markets, Corporate Finance, Derivatives, Valuation, Emerging Markets
Education
Concordia University 1981 — 1982
MBA
McGill University 1975 — 1978
B Comm
BNP Paribas 2000 - Present
Banque Paribas 1990 - 2000
Bank of Montreal 1982 - 1990
Royal Trust 1978 - 1981
Skills
Portfolio Management, Investments, Finance, Structured Finance, Bonds, Interest Rate..., Insurance, Management, Capital Markets, Corporate Finance, Derivatives, Valuation, Emerging Markets
Education
Concordia University 1981 — 1982
MBA
McGill University 1975 — 1978
B Comm
Ian Yeoh's Banque Paribas Experience 1988 - 1990
Job Senior Credit Professional
Industry Banking
Experience
Sumitomo Mitsui Banking Corporation 2008 - Present
Citigroup 2006 - 2007
Societe Generale 2006 - 2006
Mizuho Corporate Bank 2000 - 2006
DG Bank 1998 - 2000
Citibank 1995 - 1998
Merchant Banking Company 1992 - 1995
Banque Paribas 1988 - 1990
Morgan Stanley 1987 - 1988
Skills
Leveraged Finance, Structured Finance, Financial Institutions, Credit Analysis, Project Finance, Public Finance, Cash Flow Forecasting, Latin American Finance, Corporate Finance..., Energy Sector Finance, Aircraft Finance, Lease Finance, Mergers & Acquisitions, Workouts and Bankruptcy, Corporate Finance
Education
Columbia University - Columbia Business School 1990 — 1991
MBA, Finance
Columbia University - School of International and Public Affairs 1990 — 1991
MIA, International Affairs
Columbia University in the City of New York 1984 — 1987
BA, Economics
Harvard University
Real Estate Devlopment and Finance and Advanced Corporate Finance.
Sumitomo Mitsui Banking Corporation 2008 - Present
Citigroup 2006 - 2007
Societe Generale 2006 - 2006
Mizuho Corporate Bank 2000 - 2006
DG Bank 1998 - 2000
Citibank 1995 - 1998
Merchant Banking Company 1992 - 1995
Banque Paribas 1988 - 1990
Morgan Stanley 1987 - 1988
Skills
Leveraged Finance, Structured Finance, Financial Institutions, Credit Analysis, Project Finance, Public Finance, Cash Flow Forecasting, Latin American Finance, Corporate Finance..., Energy Sector Finance, Aircraft Finance, Lease Finance, Mergers & Acquisitions, Workouts and Bankruptcy, Corporate Finance
Education
Columbia University - Columbia Business School 1990 — 1991
MBA, Finance
Columbia University - School of International and Public Affairs 1990 — 1991
MIA, International Affairs
Columbia University in the City of New York 1984 — 1987
BA, Economics
Harvard University
Real Estate Devlopment and Finance and Advanced Corporate Finance.
Chris O'Donnell Chris O'Donnell's Banque Paribas Experience September 1993 - June 1996
Job Consumer/Retail Equity Specialist
Industry Financial Services
Experience
Mark Asset Management May 2014 - June 2015
Stelliam Investment Management June 2011 - February 2013
Caxton Associates April 2002 - May 2011
Credit Suisse July 2001 - April 2002
Morgan Stanley July 1998 - July 2001
LibertyView Capital Management May 1997 - March 1998
Banque Paribas September 1993 - June 1996
Chemical Banking Corp June 1992 - September 1993
Skills
Equity Research Analysis, Equity Valuation, Investment Management, Chartered Financial..., Equity Trading, Consumer Goods, Hedge Funds, Asset Management, Portfolio Management, Equity Research, Investments, Strategy, Trading Strategies, Valuation, Equities, Hedging, Alternative Investments, Securities, Financial Modeling, Trading, Bloomberg, Capital Markets, Asset Allocation, Private Equity, Investment Strategies, Financial Markets, Value Investing, Proprietary Trading, Educational Fundraising
Education
Columbia Business School 1996 — 1998
Master of Business Administration (MBA), Finance, 3.5
Haverford College 1988 — 1992
Bachelor of Arts (B.A.), Economics, 3.3
Phillips Exeter Academy 1986 — 1988
Mark Asset Management May 2014 - June 2015
Stelliam Investment Management June 2011 - February 2013
Caxton Associates April 2002 - May 2011
Credit Suisse July 2001 - April 2002
Morgan Stanley July 1998 - July 2001
LibertyView Capital Management May 1997 - March 1998
Banque Paribas September 1993 - June 1996
Chemical Banking Corp June 1992 - September 1993
Skills
Equity Research Analysis, Equity Valuation, Investment Management, Chartered Financial..., Equity Trading, Consumer Goods, Hedge Funds, Asset Management, Portfolio Management, Equity Research, Investments, Strategy, Trading Strategies, Valuation, Equities, Hedging, Alternative Investments, Securities, Financial Modeling, Trading, Bloomberg, Capital Markets, Asset Allocation, Private Equity, Investment Strategies, Financial Markets, Value Investing, Proprietary Trading, Educational Fundraising
Education
Columbia Business School 1996 — 1998
Master of Business Administration (MBA), Finance, 3.5
Haverford College 1988 — 1992
Bachelor of Arts (B.A.), Economics, 3.3
Phillips Exeter Academy 1986 — 1988
Paul Sawyer Paul Sawyer's Banque Paribas Experience 1998 - 2001
Job Chief Information Officer at Mt Auburn Cambridge IPA
Industry Hospital & Health Care
Experience
Mt Auburn Cambridge IPA April 2008 - Present
Critical Care Systems 2005 - 2008
New York Presbyterian Hospital (Consultant) 2001 - 2004
Banque Paribas 1998 - 2001
International Telecommunication Services / Societe International de Telecommunication Aeronautique 1981 - 1998
Skills
Healthcare, EMR, EHR, Healthcare IT, IT Project..., Third Party Vendor..., Capital Budgeting, Operating Budgets, Contract Negotiation, Executive Management, Informatics, HIPAA, IT Strategy, Integration, Healthcare Industry, Process Improvement, Health Information..., Information Technology, Managed Care, Team Building, Vendor Management, IT Operations, Change Management, Business Intelligence, Healthcare Information..., HL7, Healthcare Consulting
Education
Kingston College 1974 — 1978
City & Guilds, Electronics
Harvard School of Public Health
Certificate Program, Leadership Strategies for IT in Healthcare
Mt Auburn Cambridge IPA April 2008 - Present
Critical Care Systems 2005 - 2008
New York Presbyterian Hospital (Consultant) 2001 - 2004
Banque Paribas 1998 - 2001
International Telecommunication Services / Societe International de Telecommunication Aeronautique 1981 - 1998
Skills
Healthcare, EMR, EHR, Healthcare IT, IT Project..., Third Party Vendor..., Capital Budgeting, Operating Budgets, Contract Negotiation, Executive Management, Informatics, HIPAA, IT Strategy, Integration, Healthcare Industry, Process Improvement, Health Information..., Information Technology, Managed Care, Team Building, Vendor Management, IT Operations, Change Management, Business Intelligence, Healthcare Information..., HL7, Healthcare Consulting
Education
Kingston College 1974 — 1978
City & Guilds, Electronics
Harvard School of Public Health
Certificate Program, Leadership Strategies for IT in Healthcare
Julie Barnum Julie Barnum's Banque Paribas Experience 1987 - 1994
Job Director at Yavapai Regional Capital
Industry Financial Services
Experience
Yavapai Regional Capital May 2009 - Present
Golden West Consulting October 2004 - Present
Mcgraw Hill 2010 - 2010
Pearson January 2002 - June 2006
FTKnowledge 2001 - 2005
New York Institute of Finance 2002 - 2004
Deutsche Bank 1999 - 2001
Banque Paribas 1987 - 1994
Union Bank of California 1981 - 1986
Skills
Corporate Finance, Credit, Capital Markets, Derivatives, Training, Investment Banking, Emerging Markets, Private Equity, Management, Hedge Funds, Equities, Valuation, Fixed Income, Financial Modeling, Investments, Portfolio Management, Banking, Strategic Financial..., Strategy, Finance, Credit Analysis, Business Strategy, Asset Management, Structured Finance, Restructuring, Venture Capital
Education
California State University-Northridge 1975 — 1980
BS, Finance
Yavapai Regional Capital May 2009 - Present
Golden West Consulting October 2004 - Present
Mcgraw Hill 2010 - 2010
Pearson January 2002 - June 2006
FTKnowledge 2001 - 2005
New York Institute of Finance 2002 - 2004
Deutsche Bank 1999 - 2001
Banque Paribas 1987 - 1994
Union Bank of California 1981 - 1986
Skills
Corporate Finance, Credit, Capital Markets, Derivatives, Training, Investment Banking, Emerging Markets, Private Equity, Management, Hedge Funds, Equities, Valuation, Fixed Income, Financial Modeling, Investments, Portfolio Management, Banking, Strategic Financial..., Strategy, Finance, Credit Analysis, Business Strategy, Asset Management, Structured Finance, Restructuring, Venture Capital
Education
California State University-Northridge 1975 — 1980
BS, Finance
Cheryl Gedvila, CFA Cheryl Gedvila, CFA's Banque Paribas Experience 1990 - 1992
Job VP, Global Corporate Access RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets February 2012 - Present
Hanley & Associates January 2007 - February 2012
Prudential Equity Group 2004 - 2006
BNP Paribas 1997 - 2000
D.A. Campbell Company, Inc. 1994 - 1997
Banque Paribas 1990 - 1992
Education
University of California, Los Angeles 1992 — 1994
MA
The University of Chicago 1985 — 1989
RBC Capital Markets February 2012 - Present
Hanley & Associates January 2007 - February 2012
Prudential Equity Group 2004 - 2006
BNP Paribas 1997 - 2000
D.A. Campbell Company, Inc. 1994 - 1997
Banque Paribas 1990 - 1992
Education
University of California, Los Angeles 1992 — 1994
MA
The University of Chicago 1985 — 1989
Joli Bruns Joli Bruns's Banque Paribas Experience April 1995 - October 1996
Job Inactive
Industry Design
Experience
Inactive November 2011 - Present
UniCredit Markets & Investment Banking May 2007 - August 2011
BNP Paribas May 2004 - May 2007
BNP Paribas January 2000 - April 2004
PARIBAS November 1997 - December 1999
Banque Paribas April 1995 - October 1996
Banque Paribas October 1992 - April 1995
Skills
Art, Fine Art, Curating, Art History, Furniture, Galleries, Photography, Craft, Social Media Marketing, Management, Marketing Strategy
Education
HEC School of Management / HEC Paris 1989 — 1991
Master of Business Administration (MBA)
Washington University in St. Louis 1982 — 1986
Bachelor of Arts (B.A.)
Inactive November 2011 - Present
UniCredit Markets & Investment Banking May 2007 - August 2011
BNP Paribas May 2004 - May 2007
BNP Paribas January 2000 - April 2004
PARIBAS November 1997 - December 1999
Banque Paribas April 1995 - October 1996
Banque Paribas October 1992 - April 1995
Skills
Art, Fine Art, Curating, Art History, Furniture, Galleries, Photography, Craft, Social Media Marketing, Management, Marketing Strategy
Education
HEC School of Management / HEC Paris 1989 — 1991
Master of Business Administration (MBA)
Washington University in St. Louis 1982 — 1986
Bachelor of Arts (B.A.)
Gina Gajraj's Banque Paribas Experience 1997 - 1999
Job Expertise in staff management and global communication across multiple cultures and continents
Industry Design
Experience
Fidelis Design and Consulting January 2004 - Present
Gerling Global Re June 1999 - December 2003
Banque Paribas 1997 - 1999
Skills
Marketing, Sales Management, New Business Development, Interior Design, Negotiation, Solution Engineering, Process Enhancements, P&L & Budget..., Operational Launches, Global Expansion, Building & Maintaining..., Leadership &..., Contract Negotiation, A/P, A/R & Tax..., Asset Management &..., Account Management, Advertising, Leadership, Marketing Strategy, Project Management, Social Media Marketing
Education
Schiller International University
MBA, international business
Schiller International University
Bachelor of Business Administration (BBA), Major: Business & Marketing; Minor in Economics
Fidelis Design and Consulting January 2004 - Present
Gerling Global Re June 1999 - December 2003
Banque Paribas 1997 - 1999
Skills
Marketing, Sales Management, New Business Development, Interior Design, Negotiation, Solution Engineering, Process Enhancements, P&L & Budget..., Operational Launches, Global Expansion, Building & Maintaining..., Leadership &..., Contract Negotiation, A/P, A/R & Tax..., Asset Management &..., Account Management, Advertising, Leadership, Marketing Strategy, Project Management, Social Media Marketing
Education
Schiller International University
MBA, international business
Schiller International University
Bachelor of Business Administration (BBA), Major: Business & Marketing; Minor in Economics
Morrin Bass, PhD, MBA Morrin Bass, PhD, MBA's Banque Paribas Experience 1996 - 1998
Job Speaker, Author, Hypnotist, Founder/Director of New York Awareness Center
Industry Professional Training & Coaching
Experience
Staying in the Light March 2013 - Present
NSA April 2001 - Present
New York Awareness Center January 2001 - Present
New York Awareness Center January 2001 - Present
New York Awareness Center January 2001 - Present
Societe Generale 1998 - 2000
Banque Paribas 1996 - 1998
SBC Warburg 1994 - 1998
Skills
Personal Development, Thought Leadership, Trusted Advice, Creative Visualization, Gamma Hypnosis, NLP, Peak Performance, Public Speaking, Speaking Engagements, Conference Speaking, Hypnosis, Training, Leadership, Entrepreneurship, Executive Coaching, Coaching, Strategy, Career Counseling, Organizational..., Management Consulting, Meditation, Business Coaching, Leadership Development, Strategic Communications, Stress Management, Hypnotherapy, Workshop Facilitation, Emotional Intelligence, Motivational Speaking, Presentation Coaching, Management Development, Life Coaching, Teaching
Education
MythoSelf Performance Design With Dr.Joseph Riggio 2005 — 2011
The Michael Newton Institute 2003 — 2004
LBL Specialist
Vanguard University of Southern California 1999 — 2000
MBA
Columbia University in the City of New York 1990 — 1990
MA
Columbia University - Graduate School of Architecture, Planning and Preservation 1989 — 1989
PhD
Moscow Architectural Institute (State Academy) (MARCHI ) 1986 — 1989
Ph.D.
Staying in the Light March 2013 - Present
NSA April 2001 - Present
New York Awareness Center January 2001 - Present
New York Awareness Center January 2001 - Present
New York Awareness Center January 2001 - Present
Societe Generale 1998 - 2000
Banque Paribas 1996 - 1998
SBC Warburg 1994 - 1998
Skills
Personal Development, Thought Leadership, Trusted Advice, Creative Visualization, Gamma Hypnosis, NLP, Peak Performance, Public Speaking, Speaking Engagements, Conference Speaking, Hypnosis, Training, Leadership, Entrepreneurship, Executive Coaching, Coaching, Strategy, Career Counseling, Organizational..., Management Consulting, Meditation, Business Coaching, Leadership Development, Strategic Communications, Stress Management, Hypnotherapy, Workshop Facilitation, Emotional Intelligence, Motivational Speaking, Presentation Coaching, Management Development, Life Coaching, Teaching
Education
MythoSelf Performance Design With Dr.Joseph Riggio 2005 — 2011
The Michael Newton Institute 2003 — 2004
LBL Specialist
Vanguard University of Southern California 1999 — 2000
MBA
Columbia University in the City of New York 1990 — 1990
MA
Columbia University - Graduate School of Architecture, Planning and Preservation 1989 — 1989
PhD
Moscow Architectural Institute (State Academy) (MARCHI ) 1986 — 1989
Ph.D.
Michael J. Abbate's Banque Paribas Experience 1996 - 2000
Job Chief Executive Officer, Director of Financial Planning
Industry Financial Services
Experience
Dynamic Wealth Partners, LLC (formerly Caduceus Financial Services, LLC) July 2015 - Present
Caduceus Financial Services LLC (Licensed through Principal Financial Group) 2006 - July 2015
Cargill Investor Services May 2000 - May 2005
Banque Paribas 1996 - 2000
Skills
Risk Management, Disability Insurance, Retirement, Employee Benefits, Estate Planning, Project Planning, Insurance, Securities, Investments, Health Insurance, Retirement Planning, Portfolio Management, Sales, Fixed Annuities, Equities, Financial Analysis, Strategic Financial..., Series 7, Financial Services, Strategic Planning, Financial Advisory, Small Business, Finance
Education
Tulane University - A.B. Freeman School of Business 1994 — 1996
BSM, Management
Tulane University 1992 — 1994
BS, Business Administration and Management, General
Dynamic Wealth Partners, LLC (formerly Caduceus Financial Services, LLC) July 2015 - Present
Caduceus Financial Services LLC (Licensed through Principal Financial Group) 2006 - July 2015
Cargill Investor Services May 2000 - May 2005
Banque Paribas 1996 - 2000
Skills
Risk Management, Disability Insurance, Retirement, Employee Benefits, Estate Planning, Project Planning, Insurance, Securities, Investments, Health Insurance, Retirement Planning, Portfolio Management, Sales, Fixed Annuities, Equities, Financial Analysis, Strategic Financial..., Series 7, Financial Services, Strategic Planning, Financial Advisory, Small Business, Finance
Education
Tulane University - A.B. Freeman School of Business 1994 — 1996
BSM, Management
Tulane University 1992 — 1994
BS, Business Administration and Management, General
Dennis Samuels Dennis Samuels's Banque Paribas Experience April 1989 - March 1997
Job Chief Information Officer
Industry Investment Management
Experience
+$2bn Event driven, multi strategy, market neutral investment fund November 2003 - January 2015
Morgan Stanley June 1999 - March 2003
DeltaMetriX March 1997 - March 1999
Banque Paribas April 1989 - March 1997
BAII Sheppards 1985 - 1990
Skills
Data Center, Trading, Vendor Management, Private Equity, Enterprise Architecture, Alternative Investments, Disaster Recovery, Fixed Income, Equities, Risk Management, Trading Systems, Investments, Electronic Trading, Integration, Hedge Funds, IT Strategy, Market Data, Derivatives, Business Analysis, Portfolio Management, Investment Banking, Cloud Computing, Asset Management, Financial Markets, Capital Markets, Equity Derivatives, Low Latency, Financial Services, Prime Brokerage, Options, Infrastructure, Strategy, Bloomberg, Sybase, FX Options, Start-ups, Management Consulting, Agile Methodologies, Management, Enterprise Software
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
+$2bn Event driven, multi strategy, market neutral investment fund November 2003 - January 2015
Morgan Stanley June 1999 - March 2003
DeltaMetriX March 1997 - March 1999
Banque Paribas April 1989 - March 1997
BAII Sheppards 1985 - 1990
Skills
Data Center, Trading, Vendor Management, Private Equity, Enterprise Architecture, Alternative Investments, Disaster Recovery, Fixed Income, Equities, Risk Management, Trading Systems, Investments, Electronic Trading, Integration, Hedge Funds, IT Strategy, Market Data, Derivatives, Business Analysis, Portfolio Management, Investment Banking, Cloud Computing, Asset Management, Financial Markets, Capital Markets, Equity Derivatives, Low Latency, Financial Services, Prime Brokerage, Options, Infrastructure, Strategy, Bloomberg, Sybase, FX Options, Start-ups, Management Consulting, Agile Methodologies, Management, Enterprise Software
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Robert Pierson Robert Pierson's Banque Paribas Experience 1996 - 1997
Job Manager at PwC
Industry Information Technology and Services
Experience
PwC October 2014 - Present
Kyriba Corporation October 2013 - October 2014
Kyriba Corporation January 2013 - October 2013
Reval October 2007 - October 2012
Espeed/Tradespark 2000 - 2005
Caminus 1997 - 2000
Banque Paribas 1996 - 1997
Brown Brothers Harriman 1992 - 1996
Skills
Risk Management, Strategy, Derivatives, Business Process..., Finance, Valuation, Business Process, Process Improvement, Business Strategy, Mergers & Acquisitions, Commodity, Banking, Financial Services, Trading, Management, Business Analysis, Consulting, Financial Risk, Analysis, Financial Analysis
Education
Loyola College in Maryland 1989 — 1992
Bachelor of Business Administration (BBA), Management Information Systems and Services
Le Moyne College 1988 — 1989
PwC October 2014 - Present
Kyriba Corporation October 2013 - October 2014
Kyriba Corporation January 2013 - October 2013
Reval October 2007 - October 2012
Espeed/Tradespark 2000 - 2005
Caminus 1997 - 2000
Banque Paribas 1996 - 1997
Brown Brothers Harriman 1992 - 1996
Skills
Risk Management, Strategy, Derivatives, Business Process..., Finance, Valuation, Business Process, Process Improvement, Business Strategy, Mergers & Acquisitions, Commodity, Banking, Financial Services, Trading, Management, Business Analysis, Consulting, Financial Risk, Analysis, Financial Analysis
Education
Loyola College in Maryland 1989 — 1992
Bachelor of Business Administration (BBA), Management Information Systems and Services
Le Moyne College 1988 — 1989
Gar Lippincott Gar Lippincott's Banque Paribas Experience 1990 - 1994
Job Managing Principal at Atlantic American Partners
Industry Financial Services
Experience
Atlantic American Partners 2005 - Present
Central Electric Company 1994 - 2003
Banque Paribas 1990 - 1994
Metropolitan Life Insurance Company 1984 - 1990
Education
Indiana University - Kelley School of Business 1982 — 1984
MBA, Finance and Investments
DePauw University 1978 — 1982
Bachelors, Economics
Atlantic American Partners 2005 - Present
Central Electric Company 1994 - 2003
Banque Paribas 1990 - 1994
Metropolitan Life Insurance Company 1984 - 1990
Education
Indiana University - Kelley School of Business 1982 — 1984
MBA, Finance and Investments
DePauw University 1978 — 1982
Bachelors, Economics
Marcia (Cillan) Irwin's Banque Paribas Experience 1995 - 1997
Job Managing Director, Equity Product Management at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management October 2010 - Present
Wellington Management August 2002 - 2009
Morgan Stanley September 1999 - July 2002
Goldman Sachs Asset Management June 1998 - September 1998
Banque Paribas 1995 - 1997
JP Morgan 1992 - 1995
Skills
Product Management, Equities, Strategy, Cross-functional Team..., Business Analysis, Investments, Product Development, Management, Securities, Emerging Markets, Portfolio Management, Alternative Investments, Investment Management, Hedge Funds, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Georgetown University 1988 — 1992
BS
Manulife Asset Management October 2010 - Present
Wellington Management August 2002 - 2009
Morgan Stanley September 1999 - July 2002
Goldman Sachs Asset Management June 1998 - September 1998
Banque Paribas 1995 - 1997
JP Morgan 1992 - 1995
Skills
Product Management, Equities, Strategy, Cross-functional Team..., Business Analysis, Investments, Product Development, Management, Securities, Emerging Markets, Portfolio Management, Alternative Investments, Investment Management, Hedge Funds, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Georgetown University 1988 — 1992
BS
William Goldstein William Goldstein's Banque Paribas Experience 1994 - 1997
Job Financial Manager, HR Information Systems at Memorial Sloan Kettering Cancer Center
Industry Hospital & Health Care
Experience
Memorial Sloan Kettering Cancer Center December 2014 - Present
New Century Transportation May 2011 - June 2014
New Century Transportation April 2004 - May 2011
Credit Suisse First Boston 1997 - 2002
Banque Paribas 1994 - 1997
J.P. Morgan April 1993 - March 1994
Skills
Sales Management, Contract Negotiation, Transportation, Logistics, Hedge Funds, Financial Analysis, Trucking, Forecasting, LTL, Financial Modeling, ROI Management, Strategic Financial..., Financial Reporting, Commissioning Management, Account Segmentation, Customer Profitability
Education
Tulane University - A.B. Freeman School of Business 1990 — 1992
MBA, Accounting, Marketing
Lafayette College 1985 — 1989
BA, Economics and business
Memorial Sloan Kettering Cancer Center December 2014 - Present
New Century Transportation May 2011 - June 2014
New Century Transportation April 2004 - May 2011
Credit Suisse First Boston 1997 - 2002
Banque Paribas 1994 - 1997
J.P. Morgan April 1993 - March 1994
Skills
Sales Management, Contract Negotiation, Transportation, Logistics, Hedge Funds, Financial Analysis, Trucking, Forecasting, LTL, Financial Modeling, ROI Management, Strategic Financial..., Financial Reporting, Commissioning Management, Account Segmentation, Customer Profitability
Education
Tulane University - A.B. Freeman School of Business 1990 — 1992
MBA, Accounting, Marketing
Lafayette College 1985 — 1989
BA, Economics and business
Oscar Manero Oscar Manero's Banque Paribas Experience 1995 - 1996
Job International Investments & Finance Executive
Industry Financial Services
Experience
Private Practice January 2010 - Present
FORUM ASSET MANAGEMENT, LLC. March 2006 - December 2009
BANCO SANTANDER CENTRAL HISPANO (BSCH) February 2004 - August 2005
CITIGROUP. 1999 - 2004
SBC WARBURG DILLON READ INC. 1996 - 1998
BANQUE PARIBAS 1995 - 1996
MORGAN STANLEY AND CO., INCORPORATED 1994 - 1995
Citicorp 1985 - 1994
Skills
Investment Banking, Portfolio Management, Corporate Finance, Investments, Private Equity, Hedge Funds, Trading, Emerging Markets, Finance, Credit, Securities, Financial Risk, Project Finance, Business Strategy, Management, Options, Strategic Planning, Relationship Management, Trade Finance, Funding, Valuation, Capital Markets, Equities, Fixed Income
Education
IESA 1983 — 1985
Master of Business Administration (M.B.A.), Finance
Venezuela Central University. School of Architecture 1974 — 1979
Bachelor of Architecture (B.Arch.), Architecture
Private Practice January 2010 - Present
FORUM ASSET MANAGEMENT, LLC. March 2006 - December 2009
BANCO SANTANDER CENTRAL HISPANO (BSCH) February 2004 - August 2005
CITIGROUP. 1999 - 2004
SBC WARBURG DILLON READ INC. 1996 - 1998
BANQUE PARIBAS 1995 - 1996
MORGAN STANLEY AND CO., INCORPORATED 1994 - 1995
Citicorp 1985 - 1994
Skills
Investment Banking, Portfolio Management, Corporate Finance, Investments, Private Equity, Hedge Funds, Trading, Emerging Markets, Finance, Credit, Securities, Financial Risk, Project Finance, Business Strategy, Management, Options, Strategic Planning, Relationship Management, Trade Finance, Funding, Valuation, Capital Markets, Equities, Fixed Income
Education
IESA 1983 — 1985
Master of Business Administration (M.B.A.), Finance
Venezuela Central University. School of Architecture 1974 — 1979
Bachelor of Architecture (B.Arch.), Architecture
Anita Allison Anita Allison's Banque Paribas Experience January 1990 - July 1997
Job Founder & CEO at green2go restaurants
Industry Restaurants
Experience
green2go restaurants November 2007 - Present
Banque Paribas January 1990 - July 1997
Skills
Social Media, Strategic Planning, Fast Food, Public Speaking, Entrepreneurship, Restaurants, Social Networking, New Business Development, Event Management, Team Building, Start-ups, Marketing Strategy, Marketing, Management, Marketing Communications, Business Planning, Leadership, Small Business, Public Relations, Strategy, Coaching, Business Strategy, Business Development, Brand Development, Sales, Training
Education
Philadelphia University 1980 — 1984
BS, Textile Design
green2go restaurants November 2007 - Present
Banque Paribas January 1990 - July 1997
Skills
Social Media, Strategic Planning, Fast Food, Public Speaking, Entrepreneurship, Restaurants, Social Networking, New Business Development, Event Management, Team Building, Start-ups, Marketing Strategy, Marketing, Management, Marketing Communications, Business Planning, Leadership, Small Business, Public Relations, Strategy, Coaching, Business Strategy, Business Development, Brand Development, Sales, Training
Education
Philadelphia University 1980 — 1984
BS, Textile Design
Don Unruh don.unruh@wellsfargo.com Don Unruh don.unruh@wellsfargo.com's Banque Paribas Experience August 1994 - August 2000
Job SVP / Sr Relationship Mgr at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank February 2009 - Present
Bank of America May 2005 - January 2009
Union Bank of California December 2003 - May 2005
Stockdale Capital December 2000 - November 2003
Banque Paribas August 1994 - August 2000
Skills
Financial Modeling, Structured Finance, Leveraged Finance, Private Placements, Commercial Lending, Asset Based Lending, Commercial Banking, Loans, Credit, Portfolio Management, Underwriting, Credit Analysis, Financial Structuring, Loan Origination, Acquisitions, Agribusiness, Healthcare, Working Capital..., Real Estate Financing
Education
U.C.L.A. 1998 — 1998
Mergers & Acquisitions Program
Chapman University 1990 — 1992
B.S., Finance
Wells Fargo Bank February 2009 - Present
Bank of America May 2005 - January 2009
Union Bank of California December 2003 - May 2005
Stockdale Capital December 2000 - November 2003
Banque Paribas August 1994 - August 2000
Skills
Financial Modeling, Structured Finance, Leveraged Finance, Private Placements, Commercial Lending, Asset Based Lending, Commercial Banking, Loans, Credit, Portfolio Management, Underwriting, Credit Analysis, Financial Structuring, Loan Origination, Acquisitions, Agribusiness, Healthcare, Working Capital..., Real Estate Financing
Education
U.C.L.A. 1998 — 1998
Mergers & Acquisitions Program
Chapman University 1990 — 1992
B.S., Finance
Debra Levine Debra Levine's Banque Paribas Experience 1984 - 1986
Job Principal, Levine & Associates marketing communications
Industry Marketing and Advertising
Experience
Levine & Associates marketing communications 2003 - Present
Payden & Rygel Investment Management 2002 - 2003
Insignia/ESG 2001 - 2002
First National Bank of Chicago 1986 - 1989
Banque Paribas 1984 - 1986
Skills
Advertising
Education
City University of New York 1981 — 1983
B.A., summa cum laude, Asian Studies
University of Michigan 1973 — 1975
Dance major, School of Music
Levine & Associates marketing communications 2003 - Present
Payden & Rygel Investment Management 2002 - 2003
Insignia/ESG 2001 - 2002
First National Bank of Chicago 1986 - 1989
Banque Paribas 1984 - 1986
Skills
Advertising
Education
City University of New York 1981 — 1983
B.A., summa cum laude, Asian Studies
University of Michigan 1973 — 1975
Dance major, School of Music
Kim Horelick's Banque Paribas Experience 1992 - 1994
Job Executive Director Client Portfolio Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2015 - Present
Silver River Capital Advisors 2014 - 2015
Brevet Capital Management May 2011 - November 2012
Horton Point 2010 - May 2011
The Midway Group March 2008 - December 2009
Wachovia Securities March 2003 - March 2008
Morgan Stanley July 1995 - November 2002
Banque Paribas 1992 - 1994
Skills
Fixed Income, Investor Relations, Marketing, Sales, Hedge Funds, Alternative Investments, Asset Managment, Capital Markets, Equities, Portfolio Management, Investments, Investment Banking, Private Equity, Bloomberg, Series 7, Emerging Markets, Structured Finance, Structured Products, Due Diligence, Investment Strategies, Relationship Management, Asset Management, Wealth Management, Equity Derivatives
Education
Columbia University - Columbia Business School 1993 — 1995
MBA
Columbia Engineering 1986 — 1990
BS
Collegiate School
J.P. Morgan 2015 - Present
Silver River Capital Advisors 2014 - 2015
Brevet Capital Management May 2011 - November 2012
Horton Point 2010 - May 2011
The Midway Group March 2008 - December 2009
Wachovia Securities March 2003 - March 2008
Morgan Stanley July 1995 - November 2002
Banque Paribas 1992 - 1994
Skills
Fixed Income, Investor Relations, Marketing, Sales, Hedge Funds, Alternative Investments, Asset Managment, Capital Markets, Equities, Portfolio Management, Investments, Investment Banking, Private Equity, Bloomberg, Series 7, Emerging Markets, Structured Finance, Structured Products, Due Diligence, Investment Strategies, Relationship Management, Asset Management, Wealth Management, Equity Derivatives
Education
Columbia University - Columbia Business School 1993 — 1995
MBA
Columbia Engineering 1986 — 1990
BS
Collegiate School
Nancy Borman's Banque Paribas Experience January 1983 - June 1994
Job Consultant Finance
Industry Financial Services
Experience
Resources Global Professionals April 1998 - Present
Banque Paribas January 1983 - June 1994
Skills
Financial Analysis, Management Consulting, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1985 — 1989
MBA, Management and Finance
Knox College 1978 — 1982
B.A., Economics and French
Resources Global Professionals April 1998 - Present
Banque Paribas January 1983 - June 1994
Skills
Financial Analysis, Management Consulting, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1985 — 1989
MBA, Management and Finance
Knox College 1978 — 1982
B.A., Economics and French
Ghassan (Jason) Agaby, CFA, CFP, CIM, FCSI's Banque Paribas Experience 1986 - 1988
Job SVP, Product Development & Analytics at Dynamic Funds
Industry Investment Management
Experience
Dynamic Funds September 2009 - Present
Dynamic Funds May 2005 - September 2009
Dynamic Funds September 2001 - May 2005
Strategic Nova 2001 - 2003
MD Management May 1998 - December 2000
MD Management November 1996 - May 1998
Lehman Brothers 1988 - 1991
Banque Paribas 1986 - 1988
Skills
Investments, Mutual Funds, Investment Strategies, Portfolio Management, Wealth Management, Strategy, Asset Management, Investment Advisory, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Investment Management, Fixed Income, Securities, Financial Services, ETFs, Bloomberg, Retirement Planning, Capital Markets
Education
Calvin College 1984 — 1986
BA, Business
Dynamic Funds September 2009 - Present
Dynamic Funds May 2005 - September 2009
Dynamic Funds September 2001 - May 2005
Strategic Nova 2001 - 2003
MD Management May 1998 - December 2000
MD Management November 1996 - May 1998
Lehman Brothers 1988 - 1991
Banque Paribas 1986 - 1988
Skills
Investments, Mutual Funds, Investment Strategies, Portfolio Management, Wealth Management, Strategy, Asset Management, Investment Advisory, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Investment Management, Fixed Income, Securities, Financial Services, ETFs, Bloomberg, Retirement Planning, Capital Markets
Education
Calvin College 1984 — 1986
BA, Business
Susan Venezia's Banque Paribas Experience May 1997 - February 1998
Job Supervisory Analyst
Industry Capital Markets
Experience
ROTH Capital Partners September 2014 - Present
Cowen and Company April 2014 - September 2014
Avondale Partners August 2013 - September 2014
SunTrust Robinson Humphrey February 1998 - July 2013
Banque Paribas May 1997 - February 1998
Lehman Brothers 1993 - 1997
Ambac 1989 - 1993
Dean Witter Reynolds 1984 - 1989
Skills
Series 7, Series16, Series 24, Series 87, FINRA, Equities, Bloomberg, Equity Research, Capital Markets, Investment Banking, Hedge Funds, Equity Valuation, Blue Matrix, Securities, DCF
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA)
ROTH Capital Partners September 2014 - Present
Cowen and Company April 2014 - September 2014
Avondale Partners August 2013 - September 2014
SunTrust Robinson Humphrey February 1998 - July 2013
Banque Paribas May 1997 - February 1998
Lehman Brothers 1993 - 1997
Ambac 1989 - 1993
Dean Witter Reynolds 1984 - 1989
Skills
Series 7, Series16, Series 24, Series 87, FINRA, Equities, Bloomberg, Equity Research, Capital Markets, Investment Banking, Hedge Funds, Equity Valuation, Blue Matrix, Securities, DCF
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA)
Robi Artman-Hodge's Banque Paribas Experience January 1981 - December 1989
Job Building an Energy Efficiency Optimization and Cleantech Company
Industry Utilities
Experience
Artman Hodge Advisors LLC June 2010 - Present
MXenergy April 1999 - June 2010
Robi Artman Hodge November 1998 - December 1999
Bank of Ireland December 1997 - June 1998
ING Capital December 1989 - December 1996
Banque Paribas January 1981 - December 1989
Skills
Risk Mitigation, Energy, Mergers, Risk Management, Strategic Planning, Business Strategy, Business Planning, New Business Development, Planning, Start-ups, Entrepreneurship, Renewable Energy, Financial Analysis, Due Diligence, Business Analysis, Entrepreneur, Mergers & Acquisitions, Executive Management, Management, Leadership, Strategy, Project Management, Project Planning, Natural Gas, Analysis, Team Leadership, Commodity, Business Development, Trading, Portfolio Management, Project Finance, Finance, Derivatives, Banking, Commodity Markets, Structured Finance, Energy Markets, Account Management, CRM
Education
Kenyon College 1969 — 1973
BA, Chemistry
The University of Chicago - Booth School of Business
MBA, Finance
Artman Hodge Advisors LLC June 2010 - Present
MXenergy April 1999 - June 2010
Robi Artman Hodge November 1998 - December 1999
Bank of Ireland December 1997 - June 1998
ING Capital December 1989 - December 1996
Banque Paribas January 1981 - December 1989
Skills
Risk Mitigation, Energy, Mergers, Risk Management, Strategic Planning, Business Strategy, Business Planning, New Business Development, Planning, Start-ups, Entrepreneurship, Renewable Energy, Financial Analysis, Due Diligence, Business Analysis, Entrepreneur, Mergers & Acquisitions, Executive Management, Management, Leadership, Strategy, Project Management, Project Planning, Natural Gas, Analysis, Team Leadership, Commodity, Business Development, Trading, Portfolio Management, Project Finance, Finance, Derivatives, Banking, Commodity Markets, Structured Finance, Energy Markets, Account Management, CRM
Education
Kenyon College 1969 — 1973
BA, Chemistry
The University of Chicago - Booth School of Business
MBA, Finance
Stephen Ortman's Banque Paribas Experience November 1993 - December 1994
Job VP Reference Data at Alacra
Industry Financial Services
Experience
Alacra September 2013 - Present
Reliable Power April 2009 - September 2013
FactSet Research Systems June 2001 - January 2009
Worldlyinvestor.com 1999 - June 2001
Thomson Financial 1995 - 1999
Banque Paribas November 1993 - December 1994
US Navy 1985 - 1993
Skills
New Business Development, Product Management, Business Strategy, Market Data, Equities, Start-ups, Software Development, Software Project..., Software Documentation, Databases, Project Planning, Integration, Program Management, Quality Assurance, Cross-functional Team..., Entrepreneurship, Product Development, Business Analysis, Training, Risk Management, Vendor Management, Financial Services
Education
University of Pennsylvania 1981 — 1985
BA, Political Science
Alacra September 2013 - Present
Reliable Power April 2009 - September 2013
FactSet Research Systems June 2001 - January 2009
Worldlyinvestor.com 1999 - June 2001
Thomson Financial 1995 - 1999
Banque Paribas November 1993 - December 1994
US Navy 1985 - 1993
Skills
New Business Development, Product Management, Business Strategy, Market Data, Equities, Start-ups, Software Development, Software Project..., Software Documentation, Databases, Project Planning, Integration, Program Management, Quality Assurance, Cross-functional Team..., Entrepreneurship, Product Development, Business Analysis, Training, Risk Management, Vendor Management, Financial Services
Education
University of Pennsylvania 1981 — 1985
BA, Political Science
Michele Roller's Banque Paribas Experience 1997 - 1998
Job Senior Director at Ally Financial Inc.
Industry Banking
Experience
Ally Financial Inc. May 2013 - Present
Bank of Ireland 2007 - 2009
Merrill Lynch 2003 - 2007
IKB Capital Corporation 2002 - 2003
MTV Networks 2001 - 2002
CIBC Oppenheimer 1998 - 2001
Banque Paribas 1997 - 1998
CIBC World Markets 1992 - 1997
Security Pacific Bank 1990 - 1992
Skills
Financial Structuring, Leveraged Finance, Capital Markets, Investment Banking, Credit Analysis
Education
University of Massachusetts, Amherst 1986 — 1990
BBA, Finance
Fordham Gabelli School of Business
MBA, Finance
Ally Financial Inc. May 2013 - Present
Bank of Ireland 2007 - 2009
Merrill Lynch 2003 - 2007
IKB Capital Corporation 2002 - 2003
MTV Networks 2001 - 2002
CIBC Oppenheimer 1998 - 2001
Banque Paribas 1997 - 1998
CIBC World Markets 1992 - 1997
Security Pacific Bank 1990 - 1992
Skills
Financial Structuring, Leveraged Finance, Capital Markets, Investment Banking, Credit Analysis
Education
University of Massachusetts, Amherst 1986 — 1990
BBA, Finance
Fordham Gabelli School of Business
MBA, Finance
Jose Alomia's Banque Paribas Experience 1998 - 1999
Job Compliance and Regulatory Specialist
Industry Financial Services
Experience
Deloitte and Touche LLP 2012 - 2013
Princeton Information July 2011 - April 2012
BTG Pactual May 2010 - June 2011
KPMG 2006 - 2009
NYSE (Member Firm Regulation) 2005 - 2006
BMO Capital Markets (Formerly Harris Nesbitt Corp.) 1999 - 2005
Banque Paribas 1998 - 1999
Sanwa Securities (USA) Co 1996 - 1999
Skills
Finance, Accounting, Analysis, Financial Services, Management, Program Management, Fixed Income, Equities, Investment Banking, Financial Statements, Securities, GAAP, Policy, Trading, Sales, Corporate Law, Executive Management, Teamwork, Risk Management, Financial Analysis, AML
Education
Adelphi University
MBA, Business Administration
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science (BS), Accounting
Deloitte and Touche LLP 2012 - 2013
Princeton Information July 2011 - April 2012
BTG Pactual May 2010 - June 2011
KPMG 2006 - 2009
NYSE (Member Firm Regulation) 2005 - 2006
BMO Capital Markets (Formerly Harris Nesbitt Corp.) 1999 - 2005
Banque Paribas 1998 - 1999
Sanwa Securities (USA) Co 1996 - 1999
Skills
Finance, Accounting, Analysis, Financial Services, Management, Program Management, Fixed Income, Equities, Investment Banking, Financial Statements, Securities, GAAP, Policy, Trading, Sales, Corporate Law, Executive Management, Teamwork, Risk Management, Financial Analysis, AML
Education
Adelphi University
MBA, Business Administration
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science (BS), Accounting
MICHAEL PIZARRO's Banque Paribas Experience November 1990 - April 1993
Job Banking Professional
Industry Banking
Experience
BANCO BILBAO VIZCAYA ARGENATRIA August 1998 - November 2007
BANK OF NEW YORK January 1996 - August 1998
RABOBANK NEDERLANDS April 1993 - January 1996
BANQUE PARIBAS November 1990 - April 1993
Education
Mercy College 1982 — 1986
B.A., Accounting
BANCO BILBAO VIZCAYA ARGENATRIA August 1998 - November 2007
BANK OF NEW YORK January 1996 - August 1998
RABOBANK NEDERLANDS April 1993 - January 1996
BANQUE PARIBAS November 1990 - April 1993
Education
Mercy College 1982 — 1986
B.A., Accounting
John Milan's Banque Paribas Experience January 1996 - May 1999
Job Marketing Director, Financial Services Advisor at PHP Agency LLC, People Helping People
Industry Financial Services
Experience
PHP Agency LLC, People Helping People June 2015 - Present
JEM Consulting April 2009 - May 2015
Fox Television April 2008 - March 2009
New Line Cinema 2008 - 2008
Sony Pictures Entertainment November 2000 - December 2006
Houlihan Lokey June 1999 - May 2000
Banque Paribas January 1996 - May 1999
MCEG Sterling, Inc. February 1990 - January 1996
Skills
Budgets, Video Production, Strategic Planning, Mergers, Start-ups, Social Media Marketing, Strategic Partnerships, Public Speaking, Social Media, Team Building, Financial Analysis, Non-profits, Business Strategy, Entertainment, Film Finance, Mergers & Acquisitions, Entrepreneurship, Fundraising, Event Management, Project Planning, Finance, Business Development, Leadership Development, Coaching, Contract Negotiation, Television, Video, Digital Media, Program Management, Marketing Strategy, Nonprofits, Public Relations, Event Planning, Social Networking, Management, New Media
Education
UCLA Anderson School of Management 1987 — 1993
MBA, Finance
Stanford University 1977 — 1982
BA, Economics
PHP Agency LLC, People Helping People June 2015 - Present
JEM Consulting April 2009 - May 2015
Fox Television April 2008 - March 2009
New Line Cinema 2008 - 2008
Sony Pictures Entertainment November 2000 - December 2006
Houlihan Lokey June 1999 - May 2000
Banque Paribas January 1996 - May 1999
MCEG Sterling, Inc. February 1990 - January 1996
Skills
Budgets, Video Production, Strategic Planning, Mergers, Start-ups, Social Media Marketing, Strategic Partnerships, Public Speaking, Social Media, Team Building, Financial Analysis, Non-profits, Business Strategy, Entertainment, Film Finance, Mergers & Acquisitions, Entrepreneurship, Fundraising, Event Management, Project Planning, Finance, Business Development, Leadership Development, Coaching, Contract Negotiation, Television, Video, Digital Media, Program Management, Marketing Strategy, Nonprofits, Public Relations, Event Planning, Social Networking, Management, New Media
Education
UCLA Anderson School of Management 1987 — 1993
MBA, Finance
Stanford University 1977 — 1982
BA, Economics
Eugene Lonergan, CFP®, CRPC®'s Banque Paribas Experience 1995 - 1999
Job Branch Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2012 - Present
Purchase Street Ventures 2000 - Present
Merrill Lynch March 2007 - December 2012
Mako Global Derivatives 2001 - 2003
Banque Paribas 1995 - 1999
O'Connor & Associates 1989 - 1994
Education
Bentley University 1985 — 1988
BS, Finance
St. John Vianney 1979 — 1983
Ameriprise Financial Services, Inc. December 2012 - Present
Purchase Street Ventures 2000 - Present
Merrill Lynch March 2007 - December 2012
Mako Global Derivatives 2001 - 2003
Banque Paribas 1995 - 1999
O'Connor & Associates 1989 - 1994
Education
Bentley University 1985 — 1988
BS, Finance
St. John Vianney 1979 — 1983
Bobby Bowers's Banque Paribas Experience 1991 - 1996
Job Managing Director at AMA Capital Partners
Industry Financial Services
Experience
AMA Capital Partners Vice PresidentSchroders1996 - 1999
Banque Paribas 1991 - 1996
Manufacturers Hanover Trust Company 1986 - 1989
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA
Brown University 1979 — 1983
BA
AMA Capital Partners Vice PresidentSchroders1996 - 1999
Banque Paribas 1991 - 1996
Manufacturers Hanover Trust Company 1986 - 1989
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA
Brown University 1979 — 1983
BA
Chris Peracchi's Banque Paribas Experience June 1995 - August 1995
Job Vice President, Finance & Investor Relations, & Treasurer
Industry Oil & Energy
Experience
EXCO Resources, Inc. September 2014 - Present
EXCO Resources, Inc. May 2013 - August 2014
Nabors Industries April 2012 - April 2013
Superior Well Services, Inc. March 2009 - April 2012
KeyBanc Capital Markets July 2006 - December 2007
A.G. Edwards & Sons, Inc. August 1996 - July 2006
Banque Paribas June 1995 - August 1995
Coopers & Lybrand May 1990 - August 1994
Skills
Finance, Investor Relations, Banking, Corporate Development, Energy, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Due Diligence, Valuation, Corporate Finance, Private Equity, Investments, Strategy, Portfolio Management, Capital Markets, Forecasting, Business Strategy, Restructuring, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA, Finance
Babson College 1986 — 1990
B.S., Accounting
B.C. High School 1982 — 1986
EXCO Resources, Inc. September 2014 - Present
EXCO Resources, Inc. May 2013 - August 2014
Nabors Industries April 2012 - April 2013
Superior Well Services, Inc. March 2009 - April 2012
KeyBanc Capital Markets July 2006 - December 2007
A.G. Edwards & Sons, Inc. August 1996 - July 2006
Banque Paribas June 1995 - August 1995
Coopers & Lybrand May 1990 - August 1994
Skills
Finance, Investor Relations, Banking, Corporate Development, Energy, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Due Diligence, Valuation, Corporate Finance, Private Equity, Investments, Strategy, Portfolio Management, Capital Markets, Forecasting, Business Strategy, Restructuring, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA, Finance
Babson College 1986 — 1990
B.S., Accounting
B.C. High School 1982 — 1986
Jeff Wallace's Banque Paribas Experience 1997 - 1998
Job Sr. Portfolio Manager at Twitch LLC
Industry Financial Services
Experience
Twitch LLC September 2014 - Present
Nico Holdings LLC August 2012 - Present
BEMW, LLC 2009 - Present
Highview Capital Management, LLC December 2006 - June 2012
PEX Fund, LP 2002 - 2006
Ritchie Capital Management 2003 - 2005
Anobi Technology 2000 - 2003
Tokai Asia 1998 - 1999
Banque Paribas 1997 - 1998
Refco 1995 - 1997
Skills
Options, Fixed Income, Alternative Investments, Trading, Equities, Commodities, Currency, Derivatives, Multi-strategy Hedge..., Commodity, Hedge Funds, Electronic Trading, Equity Derivatives, Valuation, Trading Strategies, Bonds, Capital Markets, Financial Markets, Trading Systems, Securities, Hedging, Proprietary Trading, Risk Management, Bloomberg, Volatility, Investments, FX Options, Portfolio Management, Market Risk, Financial Risk, Financial Structuring, Series 7, Mutual Funds, Asset Management, Investor Relations, ETFs, Commodity Markets, Investment Management, Investment Strategies, Fund Of Funds, Structured Products, Technical Analysis, Financial Modeling, Foreign Exchange, Quantitative Finance, Interest Rate..., Options Strategies, Asset Allocation, Finance, Traders
Education
University of Illinois at Urbana-Champaign 1983 — 1987
BS, Accounting
Twitch LLC September 2014 - Present
Nico Holdings LLC August 2012 - Present
BEMW, LLC 2009 - Present
Highview Capital Management, LLC December 2006 - June 2012
PEX Fund, LP 2002 - 2006
Ritchie Capital Management 2003 - 2005
Anobi Technology 2000 - 2003
Tokai Asia 1998 - 1999
Banque Paribas 1997 - 1998
Refco 1995 - 1997
Skills
Options, Fixed Income, Alternative Investments, Trading, Equities, Commodities, Currency, Derivatives, Multi-strategy Hedge..., Commodity, Hedge Funds, Electronic Trading, Equity Derivatives, Valuation, Trading Strategies, Bonds, Capital Markets, Financial Markets, Trading Systems, Securities, Hedging, Proprietary Trading, Risk Management, Bloomberg, Volatility, Investments, FX Options, Portfolio Management, Market Risk, Financial Risk, Financial Structuring, Series 7, Mutual Funds, Asset Management, Investor Relations, ETFs, Commodity Markets, Investment Management, Investment Strategies, Fund Of Funds, Structured Products, Technical Analysis, Financial Modeling, Foreign Exchange, Quantitative Finance, Interest Rate..., Options Strategies, Asset Allocation, Finance, Traders
Education
University of Illinois at Urbana-Champaign 1983 — 1987
BS, Accounting
Carol Tregenza's Banque Paribas Experience 1980 - 1982
Job Community volunteer
Industry Fund-Raising
Experience
SFMaritime National Park Assoc. November 2012 - July 2013
Philharmonia Baroque Orchestra 2011 - 2011
San Francisco Maritime Park Association, Annual Gala Co-Chair September 2005 - September 2006
Credit Suisse 1982 - 1987
Banque Paribas 1980 - 1982
CREDIT LYONNAIS, New York 1978 - 1980
The Wine and Cheese Shop 1975 - 1976
Skills
Fundraising, Writing, Non-profits, Program Development, Volunteer Management, Public Speaking, Grant Writing, Public Relations, Community Outreach, Teaching, Nonprofits, Budgets, Marketing, Leadership, Research, Strategic Planning, Team Building, Editing, Advertising, Event Management, Philanthropy, Annual Giving, Event Planning, Leadership Development, Marketing Communications
Education
University of California, Berkeley 1970 — 1974
A.B., French, Art History
Amador High School 1966 — 1970
HS diploma, Colleg Prep
SFMaritime National Park Assoc. November 2012 - July 2013
Philharmonia Baroque Orchestra 2011 - 2011
San Francisco Maritime Park Association, Annual Gala Co-Chair September 2005 - September 2006
Credit Suisse 1982 - 1987
Banque Paribas 1980 - 1982
CREDIT LYONNAIS, New York 1978 - 1980
The Wine and Cheese Shop 1975 - 1976
Skills
Fundraising, Writing, Non-profits, Program Development, Volunteer Management, Public Speaking, Grant Writing, Public Relations, Community Outreach, Teaching, Nonprofits, Budgets, Marketing, Leadership, Research, Strategic Planning, Team Building, Editing, Advertising, Event Management, Philanthropy, Annual Giving, Event Planning, Leadership Development, Marketing Communications
Education
University of California, Berkeley 1970 — 1974
A.B., French, Art History
Amador High School 1966 — 1970
HS diploma, Colleg Prep
Thomas Tallo's Banque Paribas Experience 1994 - 1995
Job Senior Human Resource professional with strong reporting and analytical background in global organizations.
Industry Financial Services
Experience
AIG 2013 - Present
Citigroup April 2011 - September 2013
BlackRock April 2010 - April 2011
Citi August 2003 - April 2010
Avon June 2001 - August 2003
Citi 1999 - 2001
Citi 1997 - 1999
Citi 1995 - 1997
Banque Paribas 1994 - 1995
General Foods Bakery - Entenmann's 1992 - 1993
Skills
Access, Microsoft Excel, Microsoft Word, PeopleSoft, Employee Relations, Process Improvement, Human Resources, Deferred Compensation, Data Analysis, Talent Management, HRIS, Payroll, Compensation & Benefit, Personnel Management, Analysis, Management, Incentive Programs, Leadership, Finance, Interviews, Performance Management, Project Management, Strategy
Education
Rider University 1986 — 1990
BS, Business
AIG 2013 - Present
Citigroup April 2011 - September 2013
BlackRock April 2010 - April 2011
Citi August 2003 - April 2010
Avon June 2001 - August 2003
Citi 1999 - 2001
Citi 1997 - 1999
Citi 1995 - 1997
Banque Paribas 1994 - 1995
General Foods Bakery - Entenmann's 1992 - 1993
Skills
Access, Microsoft Excel, Microsoft Word, PeopleSoft, Employee Relations, Process Improvement, Human Resources, Deferred Compensation, Data Analysis, Talent Management, HRIS, Payroll, Compensation & Benefit, Personnel Management, Analysis, Management, Incentive Programs, Leadership, Finance, Interviews, Performance Management, Project Management, Strategy
Education
Rider University 1986 — 1990
BS, Business
Denise François-Seeney, Ph.D.'s Banque Paribas Experience 1995 - 1998
Job Dean, Business & Technology
Industry Education Management
Experience
Northampton Community College January 2012 - Present
Northampton Community College January 2010 - December 2011
Northampton Community College January 2007 - June 2010
Banque Paribas 1995 - 1998
Morgan Stanley Investment Management 1986 - 1989
Skills
University Teaching, Student Engagement, Academic Administration, College Teaching, Adult Education, Career Counseling, Curriculum Design
Education
University of Southern Mississippi 2006 — 2013
Ph.D., International Development Policy
Villanova University 1984 — 1986
M.A., Political Science
Boston College 1979 — 1983
B.A., Political Science
Northampton Community College January 2012 - Present
Northampton Community College January 2010 - December 2011
Northampton Community College January 2007 - June 2010
Banque Paribas 1995 - 1998
Morgan Stanley Investment Management 1986 - 1989
Skills
University Teaching, Student Engagement, Academic Administration, College Teaching, Adult Education, Career Counseling, Curriculum Design
Education
University of Southern Mississippi 2006 — 2013
Ph.D., International Development Policy
Villanova University 1984 — 1986
M.A., Political Science
Boston College 1979 — 1983
B.A., Political Science
Monique Hill's Banque Paribas Experience June 1996 - May 2000
Job Managing Director at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas January 2009 - Present
BNP Paribas July 2003 - December 2008
Banque Paribas June 1996 - May 2000
Banque Paribas November 1991 - May 1996
Banque Paribas December 1987 - November 1991
Banque Paribas September 1983 - November 1987
Banque de Paris et des Pays-Bas-Paribas September 1976 - August 1983
Education
Ecole supérieure des Sciences économiques et commerciales
BNP Paribas January 2009 - Present
BNP Paribas July 2003 - December 2008
Banque Paribas June 1996 - May 2000
Banque Paribas November 1991 - May 1996
Banque Paribas December 1987 - November 1991
Banque Paribas September 1983 - November 1987
Banque de Paris et des Pays-Bas-Paribas September 1976 - August 1983
Education
Ecole supérieure des Sciences économiques et commerciales
Vincent Henchek's Banque Paribas Experience June 1989 - August 1990
Job Family Office Manager and CFO
Industry Financial Services
Experience
KMFO,LLC/Red Pill Capital Management, LLC March 2012 - July 2015
CTC Harris myCFO (f/k/a Harris myCFO//Harris Private Bank) March 2008 - November 2011
US Bank March 2006 - March 2008
JP Morgan Chase (f/k/a Bank One) March 1997 - November 2004
Bank Hapoalim August 1990 - March 1997
Banque Paribas June 1989 - August 1990
Continental Bank (Continental Illinois National Bank) August 1985 - September 1988
Skills
Portfolio Management, Banking, Underwriting, Corporate Finance, Financial Structuring, New Business Development, Wealth Management, Investments, Financial Analysis, Credit Analysis, Risk Management, Commercial Banking, Private Banking, Venture Capital, Incubators, Investment Advisory, Credit, Start-ups, Alternative Investments, Cash Management, Managerial Finance, Asset Management, Capital Markets, Commercial Lending, Finance
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance/International Business
Northwestern University 1981 — 1985
BA, History and Political Science
KMFO,LLC/Red Pill Capital Management, LLC March 2012 - July 2015
CTC Harris myCFO (f/k/a Harris myCFO//Harris Private Bank) March 2008 - November 2011
US Bank March 2006 - March 2008
JP Morgan Chase (f/k/a Bank One) March 1997 - November 2004
Bank Hapoalim August 1990 - March 1997
Banque Paribas June 1989 - August 1990
Continental Bank (Continental Illinois National Bank) August 1985 - September 1988
Skills
Portfolio Management, Banking, Underwriting, Corporate Finance, Financial Structuring, New Business Development, Wealth Management, Investments, Financial Analysis, Credit Analysis, Risk Management, Commercial Banking, Private Banking, Venture Capital, Incubators, Investment Advisory, Credit, Start-ups, Alternative Investments, Cash Management, Managerial Finance, Asset Management, Capital Markets, Commercial Lending, Finance
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance/International Business
Northwestern University 1981 — 1985
BA, History and Political Science
Sai Choy's Banque Paribas Experience June 1993 - August 1993
Job Financial Services Professional
Industry Financial Services
Experience
Loews Corporation 2005 - 2008
Fischer Francis Trees & Watts, Inc. 1999 - 2005
TIAA/CREF 1994 - 1999
Banque Paribas June 1993 - August 1993
The Chase Manhattan Bank 1987 - 1992
Fidelcor Business Credit Corp. 1986 - 1987
Skills
Portfolio Management, Loans, Credit, Investments, Corporate Finance
Education
Columbia University - Columbia Business School 1993 — 1994
MBA, Finance, Marketing
University of Pennsylvania 1984 — 1986
BA, Economics, cum laude
State University of New York at New Paltz 1982 — 1984
Hunter College High School 1976 — 1982
Loews Corporation 2005 - 2008
Fischer Francis Trees & Watts, Inc. 1999 - 2005
TIAA/CREF 1994 - 1999
Banque Paribas June 1993 - August 1993
The Chase Manhattan Bank 1987 - 1992
Fidelcor Business Credit Corp. 1986 - 1987
Skills
Portfolio Management, Loans, Credit, Investments, Corporate Finance
Education
Columbia University - Columbia Business School 1993 — 1994
MBA, Finance, Marketing
University of Pennsylvania 1984 — 1986
BA, Economics, cum laude
State University of New York at New Paltz 1982 — 1984
Hunter College High School 1976 — 1982
Ira Koyner's Banque Paribas Experience August 1995 - August 1996
Job Director at Citicorp
Industry Banking
Experience
Citi May 2009 - Present
Dresdner Kleinwort March 2007 - April 2009
Royal Bank of Scotland August 1996 - December 2006
Banque Paribas August 1995 - August 1996
Skills
Options, Trading, Foreign Exchange, Derivatives, Financial Markets, Capital Markets, Trading Systems, Electronic Trading, Fixed Income, FX Options, Currency, Risk Management, Bloomberg, Hedge Funds, FX Trading, Investment Banking, Management, Equities, Portfolio Management, Structured Products, Emerging Markets, Investments, Banking, Financial Risk, Hedging, Finance, Alternative Investments, Securities, Market Risk, Financial Structuring, Proprietary Trading, Strategy, Trading Strategies, Leadership
Education
University of Pennsylvania - The Wharton School 1991 — 1995
BS, economics, finance and marketing
syosset high school
Citi May 2009 - Present
Dresdner Kleinwort March 2007 - April 2009
Royal Bank of Scotland August 1996 - December 2006
Banque Paribas August 1995 - August 1996
Skills
Options, Trading, Foreign Exchange, Derivatives, Financial Markets, Capital Markets, Trading Systems, Electronic Trading, Fixed Income, FX Options, Currency, Risk Management, Bloomberg, Hedge Funds, FX Trading, Investment Banking, Management, Equities, Portfolio Management, Structured Products, Emerging Markets, Investments, Banking, Financial Risk, Hedging, Finance, Alternative Investments, Securities, Market Risk, Financial Structuring, Proprietary Trading, Strategy, Trading Strategies, Leadership
Education
University of Pennsylvania - The Wharton School 1991 — 1995
BS, economics, finance and marketing
syosset high school
Carol Tregenza's Banque Paribas Experience 1980 - 1982
Job nonprofit FundRaising Professional
Industry Fund-Raising
Experience
Credit Suisse 1982 - 1987
Banque Paribas 1980 - 1982
French Bank of California 1974 - 1976
Education
University of California, Berkeley 1970 — 1974
B.A., French, Art History
Credit Suisse 1982 - 1987
Banque Paribas 1980 - 1982
French Bank of California 1974 - 1976
Education
University of California, Berkeley 1970 — 1974
B.A., French, Art History
Eileen Burke's Banque Paribas Experience 1994 - 1997
Job Managing Partner at West End Capital and Advisory
Industry Financial Services
Experience
West End Capital and Advisory July 2009 - Present
DB Zwirn & Co. 2004 - 2009
FleetBoston Financial 1997 - 2002
Banque Paribas 1994 - 1997
Chemical Bank 1983 - 1994
Skills
Strategy, Private Equity, Hedge Funds, Finance, Financial Services, Investment Banking, Series 7, Asset Management, Due Diligence, Structured Finance, Financial Analysis, Leveraged Finance, High Yield, Equities, Investor Relations, Management, Investments, Financial Advisory, Investment Management, Bloomberg, Emerging Markets, Venture Capital, Corporate Development, LBO, Bonds, Funding, Financial Structuring, Leadership, Capital Markets, Structured Products, Corporate Finance, Financial Modeling, Private Placements, Fund Of Funds, Fixed Income, Mezzanine, Derivatives, Mergers & Acquisitions, Portfolio Management, Restructuring, Capital, Securities, Asset Allocation, Trading, Valuation, Alternative Investments, Banking, Credit, Strategic Planning
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance
Boston College
BA, English and Economics
West End Capital and Advisory July 2009 - Present
DB Zwirn & Co. 2004 - 2009
FleetBoston Financial 1997 - 2002
Banque Paribas 1994 - 1997
Chemical Bank 1983 - 1994
Skills
Strategy, Private Equity, Hedge Funds, Finance, Financial Services, Investment Banking, Series 7, Asset Management, Due Diligence, Structured Finance, Financial Analysis, Leveraged Finance, High Yield, Equities, Investor Relations, Management, Investments, Financial Advisory, Investment Management, Bloomberg, Emerging Markets, Venture Capital, Corporate Development, LBO, Bonds, Funding, Financial Structuring, Leadership, Capital Markets, Structured Products, Corporate Finance, Financial Modeling, Private Placements, Fund Of Funds, Fixed Income, Mezzanine, Derivatives, Mergers & Acquisitions, Portfolio Management, Restructuring, Capital, Securities, Asset Allocation, Trading, Valuation, Alternative Investments, Banking, Credit, Strategic Planning
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance
Boston College
BA, English and Economics
Kevin G. Murphy's Banque Paribas Experience 1996 - 1999
Job Team Leader at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP April 2014 - Present
Bloomberg January 2011 - March 2014
Bloomberg August 2008 - December 2010
Bloomberg August 2007 - August 2008
Bloomberg September 1999 - August 2007
Banque Paribas 1996 - 1999
Swiss Bank Corporation 1981 - 1996
Skills
Bloomberg, Bloomberg Terminal, Fixed Income, Electronic Trading, Equities, Financial Markets, Hedge Funds, Derivatives, Trading Systems, FX Options, Capital Markets, Trading, Market Data, Bonds, Portfolio Management, Equity Trading, Credit Derivatives, Investments, Securities
Education
Boston College 1976 — 1980
BS, Accounting/Economics
Bloomberg LP April 2014 - Present
Bloomberg January 2011 - March 2014
Bloomberg August 2008 - December 2010
Bloomberg August 2007 - August 2008
Bloomberg September 1999 - August 2007
Banque Paribas 1996 - 1999
Swiss Bank Corporation 1981 - 1996
Skills
Bloomberg, Bloomberg Terminal, Fixed Income, Electronic Trading, Equities, Financial Markets, Hedge Funds, Derivatives, Trading Systems, FX Options, Capital Markets, Trading, Market Data, Bonds, Portfolio Management, Equity Trading, Credit Derivatives, Investments, Securities
Education
Boston College 1976 — 1980
BS, Accounting/Economics
Richard Burrows's Banque Paribas Experience June 1990 - July 1997
Job Broker
Industry Real Estate
Experience
CENTURY 21 Zaytoun-Raines October 2010 - Present
Century 21 Action Associates September 2008 - October 2010
Global Information Exchange May 1997 - January 2000
Banque Paribas June 1990 - July 1997
Chase Manhattan Corporation June 1983 - June 1990
Mellon Bank June 1978 - August 1981
Skills
Sellers, First Time Home Buyers, Marketing, Buyer Representation, Listings, Investment Properties, Real Estate, Relocation, Buyers, ABR
Education
Duke University - The Fuqua School of Business 1981 — 1983
MBA, Finance
Duke University 1976 — 1978
BA, Econ/Psych
CENTURY 21 Zaytoun-Raines October 2010 - Present
Century 21 Action Associates September 2008 - October 2010
Global Information Exchange May 1997 - January 2000
Banque Paribas June 1990 - July 1997
Chase Manhattan Corporation June 1983 - June 1990
Mellon Bank June 1978 - August 1981
Skills
Sellers, First Time Home Buyers, Marketing, Buyer Representation, Listings, Investment Properties, Real Estate, Relocation, Buyers, ABR
Education
Duke University - The Fuqua School of Business 1981 — 1983
MBA, Finance
Duke University 1976 — 1978
BA, Econ/Psych
Kimberly Russell's Banque Paribas Experience 1997 - 1998
Job Managing Director at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal September 2012 - Present
American Appraisal Associates November 2002 - August 2012
Arthur Andersen LLP 1999 - 2002
Bank of America 1995 - 1999
Banque Paribas 1997 - 1998
Andersen Consulting 1992 - 1995
Skills
Valuation, Financial Analysis, Solvency, Fairness Opinions, solvency opinions, Business Valuation, Financial Reporting, Financial Modeling, Due Diligence, Strategic Consulting, Intangible Assets, Restructuring, Equities, Tax, Tax Reporting, Fair Value, Corporate Finance, Mergers
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, Finance, Marketing
DePaul University 1988 — 1992
BS, Finance
Alvarez & Marsal September 2012 - Present
American Appraisal Associates November 2002 - August 2012
Arthur Andersen LLP 1999 - 2002
Bank of America 1995 - 1999
Banque Paribas 1997 - 1998
Andersen Consulting 1992 - 1995
Skills
Valuation, Financial Analysis, Solvency, Fairness Opinions, solvency opinions, Business Valuation, Financial Reporting, Financial Modeling, Due Diligence, Strategic Consulting, Intangible Assets, Restructuring, Equities, Tax, Tax Reporting, Fair Value, Corporate Finance, Mergers
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, Finance, Marketing
DePaul University 1988 — 1992
BS, Finance
Leslie Carol Davidson's Banque Paribas Experience 1990 - 1993
Job Consultant
Industry Capital Markets
Experience
Lord & Taylor October 2014 - January 2015
Lord & Taylor October 2013 - January 2014
Lord & Taylor November 2012 - January 2013
Century 21 Department Stores August 2011 - September 2012
U.S. Census Bureau -- Census Coverage Management March 2009 - June 2010
JumpStartNYC November 2009 - January 2010
Capital Markets Consulting Group 1988 - 2007
Newbold Consulting Group 1999 - 2004
Banque Paribas 1990 - 1993
Skills
Fixed Income, Derivatives, Project Management, Investment Banking, Equities, Analysis, Emerging Markets, Banking, Business Analysis, Budgets, Financial Analysis, Management, Marketing, Training, Leadership, Financial Modeling, Risk Management, Capital Markets
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Adelphi University
BA, Psychology/Anthropology
Lord & Taylor October 2014 - January 2015
Lord & Taylor October 2013 - January 2014
Lord & Taylor November 2012 - January 2013
Century 21 Department Stores August 2011 - September 2012
U.S. Census Bureau -- Census Coverage Management March 2009 - June 2010
JumpStartNYC November 2009 - January 2010
Capital Markets Consulting Group 1988 - 2007
Newbold Consulting Group 1999 - 2004
Banque Paribas 1990 - 1993
Skills
Fixed Income, Derivatives, Project Management, Investment Banking, Equities, Analysis, Emerging Markets, Banking, Business Analysis, Budgets, Financial Analysis, Management, Marketing, Training, Leadership, Financial Modeling, Risk Management, Capital Markets
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Adelphi University
BA, Psychology/Anthropology
Lucy Tebbetts's Banque Paribas Experience 1990 - 1996
Job Managing Director at The PrivateBank
Industry Financial Services
Experience
The PrivateBank July 2012 - Present
WRHC 106.7 LP FM 2010 - 2012
Tolar Design Group 2007 - 2011
GE Capital 2000 - 2006
FINOVA Capital Corporation 1997 - 2000
Heller Financial 1996 - 1997
Banque Paribas 1990 - 1996
Education
DePaul University 1992 — 1994
Masters of Business Administration, Finance
DePauw University 1986 — 1990
Bachelor of Arts, Major Economics, Minor Asian Studies
The Chinese University of Hong Kong 1989 — 1989
Third World Economics
Harrington College of Design
Associates, Interior Design
The PrivateBank July 2012 - Present
WRHC 106.7 LP FM 2010 - 2012
Tolar Design Group 2007 - 2011
GE Capital 2000 - 2006
FINOVA Capital Corporation 1997 - 2000
Heller Financial 1996 - 1997
Banque Paribas 1990 - 1996
Education
DePaul University 1992 — 1994
Masters of Business Administration, Finance
DePauw University 1986 — 1990
Bachelor of Arts, Major Economics, Minor Asian Studies
The Chinese University of Hong Kong 1989 — 1989
Third World Economics
Harrington College of Design
Associates, Interior Design
Paul Whelan, CFA's Banque Paribas Experience December 1996 - November 1998
Job Senior Vice President Business Development at BBVA Compass
Industry Financial Services
Experience
BBVA Compass August 2013 - Present
Societe Generale April 2010 - August 2013
VERO Capital Management LLC August 2008 - April 2010
Deutsche Bank August 2002 - August 2008
Rabobank International November 1998 - April 2002
Banque Paribas December 1996 - November 1998
Banque Indosuez September 1993 - December 1996
Skills
Wealth Management..., Risk Management, Fixed Income, Derivatives, Credit Risk, Hedge Funds, Capital Markets, Structured Products, Equities, Alternative Investments, Asset Management, Credit Analysis, Wealth Management, Private Banking, Securities, Swaps, Investment Banking, FX Options, Structured Finance, Investments, Financial Risk, Credit, Due Diligence, Private Equity, Financial Structuring, Mutual Funds, Financial Markets, Loans, Relationship Management
Education
Rutgers, The State University of New Jersey-Newark 1990 — 1993
MBA, Investments
Albright College 1985 — 1989
BS, Finance
BBVA Compass August 2013 - Present
Societe Generale April 2010 - August 2013
VERO Capital Management LLC August 2008 - April 2010
Deutsche Bank August 2002 - August 2008
Rabobank International November 1998 - April 2002
Banque Paribas December 1996 - November 1998
Banque Indosuez September 1993 - December 1996
Skills
Wealth Management..., Risk Management, Fixed Income, Derivatives, Credit Risk, Hedge Funds, Capital Markets, Structured Products, Equities, Alternative Investments, Asset Management, Credit Analysis, Wealth Management, Private Banking, Securities, Swaps, Investment Banking, FX Options, Structured Finance, Investments, Financial Risk, Credit, Due Diligence, Private Equity, Financial Structuring, Mutual Funds, Financial Markets, Loans, Relationship Management
Education
Rutgers, The State University of New Jersey-Newark 1990 — 1993
MBA, Investments
Albright College 1985 — 1989
BS, Finance
Diane Braxton's Banque Paribas Experience July 1994 - April 1998
Job Senior Payroll Assistant at The Salvation Army of Greater New York
Industry Accounting
Experience
The Salvation Army January 2000 - Present
Grand Street Settlement, Inc September 1999 - January 2000
The Holiday Inn August 1998 - June 1999
Banque Paribas July 1994 - April 1998
Education
DeVry University 2008 — 2010
City College of New
Bachelors of Fine Arts
The Salvation Army January 2000 - Present
Grand Street Settlement, Inc September 1999 - January 2000
The Holiday Inn August 1998 - June 1999
Banque Paribas July 1994 - April 1998
Education
DeVry University 2008 — 2010
City College of New
Bachelors of Fine Arts
Jolie Bales's Banque Paribas Experience 1984 - 1986
Job Managing Partner, Artience Capital Management LLC
Industry Financial Services
Experience
Artience Capital Management, LLC 2009 - Present
Merrill Lynch Private Bank and Investment Group 2007 - 2009
US Trust 2004 - 2007
JA Bales & Associates 1989 - 2004
Hogan & Hartson 1986 - 1988
Banque Paribas 1984 - 1986
Milbank, Tweed, Hadley & McCloy LLP 1982 - 1984
McKinsey & Company 1978 - 1980
Skills
Alternative Investments, Asset Allocation, Investment Advisory, Estate Planning, Wealth Management, Portfolio Management, Securities, Hedge Funds, Asset Management, Equities, ETFs, Trust Services, Family Office, Women Owned Business, Fixed Income, Strategic Financial..., Charitable Trusts, Philanthropy, Series 7, Asset Managment, Business Transactions, Intergenerational..., Charitable Gift Planning, Retirement Planning, Venture Philanthropy, Non-profit Board..., Non-profit Leadership, Executive Coaching, Financial Planning, Financial Literacy..., Transition Planning, Fundraising, Life Coaching
Education
Stanford Graduate School of Business Executive Education
US Trust Management Education Program
Georgetown University
Studies towards Psychology PhD - not completed
Boalt Hall, School of Law, UC Berkeley
JD
Pomona College
Bachelor of Arts (B.A.), Joint major: Political Theory & Philosophy, Phi Beta Kappa, magna cum laude
Artience Capital Management, LLC 2009 - Present
Merrill Lynch Private Bank and Investment Group 2007 - 2009
US Trust 2004 - 2007
JA Bales & Associates 1989 - 2004
Hogan & Hartson 1986 - 1988
Banque Paribas 1984 - 1986
Milbank, Tweed, Hadley & McCloy LLP 1982 - 1984
McKinsey & Company 1978 - 1980
Skills
Alternative Investments, Asset Allocation, Investment Advisory, Estate Planning, Wealth Management, Portfolio Management, Securities, Hedge Funds, Asset Management, Equities, ETFs, Trust Services, Family Office, Women Owned Business, Fixed Income, Strategic Financial..., Charitable Trusts, Philanthropy, Series 7, Asset Managment, Business Transactions, Intergenerational..., Charitable Gift Planning, Retirement Planning, Venture Philanthropy, Non-profit Board..., Non-profit Leadership, Executive Coaching, Financial Planning, Financial Literacy..., Transition Planning, Fundraising, Life Coaching
Education
Stanford Graduate School of Business Executive Education
US Trust Management Education Program
Georgetown University
Studies towards Psychology PhD - not completed
Boalt Hall, School of Law, UC Berkeley
JD
Pomona College
Bachelor of Arts (B.A.), Joint major: Political Theory & Philosophy, Phi Beta Kappa, magna cum laude
Christopher Scully's Banque Paribas Experience 1995 - 1995
Job Chief Commercial Officer, Global Established Pharmaceuticals Business at Pfizer
Industry Pharmaceuticals
Experience
Pfizer January 2014 - Present
Pfizer October 2010 - Present
Pfizer 2009 - October 2010
Pfizer 2007 - 2008
Pfizer 2006 - 2007
Pfizer 2004 - 2006
Pfizer 2001 - 2004
Pfizer 1998 - 2001
Pfizer 1996 - 1998
Banque Paribas 1995 - 1995
Skills
Pharmaceutical Industry, Global Marketing, Cross-functional Team..., Managed Care, Acquisition Integration, Oncology, Health Economics, Global Management, Forecasting, Financial Forecasting, Operational Excellence, Pharmaceutical Sales
Education
Harvard Business School
Pfizer Leadership Development Program
INSEAD
Pfizer Leadership Development Program
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance and International Business
Manhattan College 1988 — 1992
Bachelor of Engineering, Electrical Engineering
Pfizer January 2014 - Present
Pfizer October 2010 - Present
Pfizer 2009 - October 2010
Pfizer 2007 - 2008
Pfizer 2006 - 2007
Pfizer 2004 - 2006
Pfizer 2001 - 2004
Pfizer 1998 - 2001
Pfizer 1996 - 1998
Banque Paribas 1995 - 1995
Skills
Pharmaceutical Industry, Global Marketing, Cross-functional Team..., Managed Care, Acquisition Integration, Oncology, Health Economics, Global Management, Forecasting, Financial Forecasting, Operational Excellence, Pharmaceutical Sales
Education
Harvard Business School
Pfizer Leadership Development Program
INSEAD
Pfizer Leadership Development Program
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance and International Business
Manhattan College 1988 — 1992
Bachelor of Engineering, Electrical Engineering
Lea Zimmerman's Banque Paribas Experience November 1988 - May 1989
Job Treasury Management Sales Associate
Industry Financial Services
Experience
TD Bank Group August 2006 - Present
Amsouth Bank September 2001 - August 2006
Armor Holdings May 1997 - September 2001
Bank of Tokyo-Mitsubishi September 1990 - May 1995
SunTrust Bank July 1990 - November 1990
Banco Nacionale del Lavoro July 1989 - July 1990
Banque Paribas November 1988 - May 1989
Bankers Trust Company International 1981 - 1988
Skills
Banking, Commercial Banking, Treasury Management, Cash Management, Commercial Lending, Small Business Lending
Education
Florida State College at Jacksonville
AA, Business Administration
TD Bank Group August 2006 - Present
Amsouth Bank September 2001 - August 2006
Armor Holdings May 1997 - September 2001
Bank of Tokyo-Mitsubishi September 1990 - May 1995
SunTrust Bank July 1990 - November 1990
Banco Nacionale del Lavoro July 1989 - July 1990
Banque Paribas November 1988 - May 1989
Bankers Trust Company International 1981 - 1988
Skills
Banking, Commercial Banking, Treasury Management, Cash Management, Commercial Lending, Small Business Lending
Education
Florida State College at Jacksonville
AA, Business Administration
Dave Hritz's Banque Paribas Experience 1983 - 1988
Job Managing Director at Lord Capital, LLC
Industry Financial Services
Experience
Lord Capital, LLC 2014 - Present
BNY Mellon 2007 - June 2014
Mellon Bank 1998 - 2007
Hritz & Associates 1994 - 1998
HomeFed Bank / Home Capital Corporation 1988 - 1994
Banque Paribas 1983 - 1988
American National Bank & Trust Company of Chicago 1980 - 1983
Skills
Risk Management, Credit Derivatives, Capital Markets, Commercial Lending, Loan Origination, Syndications, Financial Analysis, Structured Finance, Financial Modeling, Derivatives, Portfolio Management, Banking
Education
University of Michigan 1978 — 1980
Master of Business Administration (M.B.A.)
Penn State University 1971 — 1975
Bachelor's Degree
Lord Capital, LLC 2014 - Present
BNY Mellon 2007 - June 2014
Mellon Bank 1998 - 2007
Hritz & Associates 1994 - 1998
HomeFed Bank / Home Capital Corporation 1988 - 1994
Banque Paribas 1983 - 1988
American National Bank & Trust Company of Chicago 1980 - 1983
Skills
Risk Management, Credit Derivatives, Capital Markets, Commercial Lending, Loan Origination, Syndications, Financial Analysis, Structured Finance, Financial Modeling, Derivatives, Portfolio Management, Banking
Education
University of Michigan 1978 — 1980
Master of Business Administration (M.B.A.)
Penn State University 1971 — 1975
Bachelor's Degree
Victor Maruri's Banque Paribas Experience 1993 - 2001
Job Managing Partner at HCP & Company
Industry Financial Services
Experience
HCP & Company March 2003 - Present
Banque Paribas 1993 - 2001
Credit Suisse First Boston 1986 - 1991
Skills
Venture Capital, Private Equity, M&A experience, Private Equity Firms, Hedge Funds, Due Diligence, LBO, Private Placements, Fund Of Funds, Investor Relations, Valuation, Financial Modeling, Mergers & Acquisitions, Acquisitions, Growth Capital, Business Strategy, Corporate Finance, Investments, Entrepreneurship, Deal Sourcing, Restructuring, Board of Directors, Management, Portfolio Management, Aviation
Education
New York University
University of Miami
Bachelor of Business Administration (BBA)
HCP & Company March 2003 - Present
Banque Paribas 1993 - 2001
Credit Suisse First Boston 1986 - 1991
Skills
Venture Capital, Private Equity, M&A experience, Private Equity Firms, Hedge Funds, Due Diligence, LBO, Private Placements, Fund Of Funds, Investor Relations, Valuation, Financial Modeling, Mergers & Acquisitions, Acquisitions, Growth Capital, Business Strategy, Corporate Finance, Investments, Entrepreneurship, Deal Sourcing, Restructuring, Board of Directors, Management, Portfolio Management, Aviation
Education
New York University
University of Miami
Bachelor of Business Administration (BBA)
Anna Maria Todaro Lenihan's Banque Paribas Experience May 1992 - May 1993
Job Consultant at Viridian Energy
Industry Environmental Services
Experience
Viridian Energy April 2012 - Present
Tudor Marketing and Sales May 2006 - Present
Banque Paribas May 1992 - May 1993
State Bank of VIctoria August 1988 - January 1991
Dai-Ichi Kangyo Bank July 1986 - August 1988
Skills
Entrepreneurship, Small Business, Team Building, Energy, Coaching, Sales, Social Networking, Customer Service, Leadership, Microsoft Office, Event Planning, Public Speaking, Social Media, Training, Social Media Marketing
Education
City University of New York-Hunter College 1981 — 1985
Bachelor's Degree, Communications
Viridian Energy April 2012 - Present
Tudor Marketing and Sales May 2006 - Present
Banque Paribas May 1992 - May 1993
State Bank of VIctoria August 1988 - January 1991
Dai-Ichi Kangyo Bank July 1986 - August 1988
Skills
Entrepreneurship, Small Business, Team Building, Energy, Coaching, Sales, Social Networking, Customer Service, Leadership, Microsoft Office, Event Planning, Public Speaking, Social Media, Training, Social Media Marketing
Education
City University of New York-Hunter College 1981 — 1985
Bachelor's Degree, Communications
Debbi Schmucker's Banque Paribas Experience 1989 - 1992
Job Administrative Assistant
Industry Primary/Secondary Education
Experience
Robert Rhine, CPA July 2013 - Present
elementary school 2005 - Present
Banque Paribas 1989 - 1992
Education
Hofstra University
Bachelor of Business Administration (BBA), Accounting
Robert Rhine, CPA July 2013 - Present
elementary school 2005 - Present
Banque Paribas 1989 - 1992
Education
Hofstra University
Bachelor of Business Administration (BBA), Accounting
Kenny Moore's Banque Paribas Experience October 1994 - October 1997
Job Executive Vice President, Head of ABL and Sponsor Coverage at BBVA Compass
Industry Banking
Experience
BBVA Compass November 2010 - Present
ORIX Corporation May 2004 - June 2009
GulfStar Group August 2001 - May 2004
Heller Financial, Inc. October 1997 - August 2001
Banque Paribas October 1994 - October 1997
GE Capital October 1991 - October 1994
Bank One Texas (formerly MBank Dallas) June 1980 - October 1991
Skills
Portfolio Management, Private Equity, Leveraged Finance, Risk Management, Investments, Credit, Investment Banking, Strategy, Loans, Equities, Mergers & Acquisitions, Finance, Banking, Financial Modeling, Due Diligence
Education
Southern Methodist University 1976 — 1980
BBA-Finance; BA-Economics
BBVA Compass November 2010 - Present
ORIX Corporation May 2004 - June 2009
GulfStar Group August 2001 - May 2004
Heller Financial, Inc. October 1997 - August 2001
Banque Paribas October 1994 - October 1997
GE Capital October 1991 - October 1994
Bank One Texas (formerly MBank Dallas) June 1980 - October 1991
Skills
Portfolio Management, Private Equity, Leveraged Finance, Risk Management, Investments, Credit, Investment Banking, Strategy, Loans, Equities, Mergers & Acquisitions, Finance, Banking, Financial Modeling, Due Diligence
Education
Southern Methodist University 1976 — 1980
BBA-Finance; BA-Economics
Thomas Murray's Banque Paribas Experience June 1993 - January 1998
Job Apollo Global Management
Industry Financial Services
Experience
Apollo Global Management LLC September 2014 - Present
Austin Partners, LLC January 2013 - August 2014
WestLB AG November 2002 - September 2012
Credit Suisse First Boston August 1998 - November 2002
GE Capital January 1998 - August 1998
Banque Paribas June 1993 - January 1998
NatWest Markets January 1992 - June 1993
Skills
Investment Banking, Business Strategy, Management, Portfolio Management, Risk Management, Capital Markets, Financial Advisory, Project Finance, Project Development, Cross-border..., Energy, Equity Capital Markets, Infrastructure, Oil, Renewable Energy, Structured Finance, Syndications, Team Leadership, Financial Structuring
Education
Columbia University - Columbia Business School 1995 — 1997
Master of Business Administration (MBA)
University of Washington 1987 — 1989
Bachelor of Arts (BA), Finance, General
Apollo Global Management LLC September 2014 - Present
Austin Partners, LLC January 2013 - August 2014
WestLB AG November 2002 - September 2012
Credit Suisse First Boston August 1998 - November 2002
GE Capital January 1998 - August 1998
Banque Paribas June 1993 - January 1998
NatWest Markets January 1992 - June 1993
Skills
Investment Banking, Business Strategy, Management, Portfolio Management, Risk Management, Capital Markets, Financial Advisory, Project Finance, Project Development, Cross-border..., Energy, Equity Capital Markets, Infrastructure, Oil, Renewable Energy, Structured Finance, Syndications, Team Leadership, Financial Structuring
Education
Columbia University - Columbia Business School 1995 — 1997
Master of Business Administration (MBA)
University of Washington 1987 — 1989
Bachelor of Arts (BA), Finance, General
KeyBank
Sovereign Bank
Key Bank
Santander Bank, N.A.
Royal Bank of Scotland
KeyCorp
Merrill Edge
CIBC Wood Gundy