Barclays Bank PLC
Industry: Financial services company
DescriptionBarclays plc is a British multinational investment bank and financial services company headquartered in London. Apart from investment banking, Barclays is organised into four core businesses: personal banking, corporate banking, wealth management, and investment management. Customer service: 1 (888) 710-8756 CEO: Jes Staley (Dec 1, 2015–) Headquarters: London, United Kingdom Revenue: 21.08 billion GBP (2017) Number of employees: 79,900 (2018) Subsidiaries: Barclaycard, Barclays Investment Bank,
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Barclays Bank PLC Employees
Healthy Grill USA Inc. July 2011 - Present
WGT October 2010 - March 2013
Idea New Concepts March 2008 - June 2010
Magalhães de Miranda Propaganda Ltda June 2006 - March 2008
Seu Cabral - Restaurante March 2005 - December 2006
PDF - Portuguese Delicious Food, Ltda. November 2001 - April 2006
Grezil September 2001 - March 2006
Barclays Bank, Plc January 1998 - November 1999
Barclays Bank PLC - Portugal January 1992 - January 1998
Caixa Central de Crédito Agricola Mútuo September 1987 - January 1992
Skills
Organized, Entrepreneur, Hard Worker, Cooking, Cuisine, Wellness, Culinary, Nutrition, Recipes, Fine Dining, Gourmet, Sustainable Development, Start-ups, Recycling, Grilling, Healthy food, Food, Restaurants, Entrepreneurship, Sustainability, Small Business, Grill, Portuguese, Brazilian Portuguese, Gratitude, Law of Attraction, Culinary Skills, Motivated self-starter, Goal-driven leader, Great Motivator, Positive Personality, Enthusiasm to learn, Organized Multi-tasker, Environmental Awareness, Marketing, New Business Development, Food Service, Microsoft Word, Microsoft Excel, Photoshop, InDesign, Corel Draw, Illustrator, Dreamweaver, Wineries, Business, Business Networking, Wine Tasting, Catering, Corporate Development
Education
Fundação Getulio Vargas 2006 — 2006
Marketing Spec.
ISGB 1988 — 1993
Bachelor's degree
Connectivity Financial Partners, Inc. May 2014 - Present
Regions Financial Corporation June 2006 - December 2013
Wachovia 2003 - 2006
Barclays Bank PLC 1978 - 1993
Education
London South Bank University
Bachelor's Degree, Business Administration
Uber October 2014 - Present
Dropbox February 2012 - October 2014
Goldman Sachs June 2010 - February 2012
Temasek Holdings January 2010 - March 2010
Goldman Sachs June 2009 - August 2009
Barclays Bank PLC July 2008 - September 2008
Skills
Python, Analytics, Business Strategy, Statistics, Data Science, R, Statistical Modeling, Machine Learning, C++
Education
Stanford University
BS, Computer Science; Math
Five Seasons Family Sports Club November 2013 - March 2015
North Shore Senior Center August 2003 - March 2013
Asia-Europe-Americas Bank 1998 - 1999
Barclays Bank PLC - Barclays Capital 1997 - 1997
Barclays Bank PLC 1993 - 1997
Barclays Bank PLC 1989 - 1993
Barclays Bank PLC 1987 - 1988
Barclays Bank PLC 1986 - 1987
Barclays Bank International 1983 - 1986
Banco di Roma 1980 - 1983
Skills
Program Management, Software Documentation, Human Resources, Finance, Management, Data Reconciliation, Reports
Education
University of Colorado at Boulder - Leeds School of Business 1974 — 1977
Bachelor of Science (BS), Business (Finance)
University of Colorado Boulder 1971 — 1977
Bachelor of Arts (BA), Political Science
CityView Trolley Tours of Key West April 2010 - Present
CityView Trolley Tours February 2010 - Present
Go GPS TOURS January 2007 - June 2009
Fury Water Adventures February 2006 - January 2007
Historic Tours of America Inc October 1996 - February 2006
Barclays Capital nee BZW 1986 - 1994
Barclays Bank PLC 1986 - 1990
Barclays Bank of Canada 1983 - 1986
Udisco / Tullet & Tokyo 1977 - 1986
Rothschild Intercontinental Bank / Amex Bank Ltd 1972 - 1975
Skills
Tourism, New Business Development, Hospitality Industry, Sales, Hotels, Cruises, Leadership, Sales Management, Marketing Strategy, Strategy, Event Planning, Social Networking, Management, Hospitality, Revenue Analysis, Event Management, Marketing, Cruise Lines, Team Building, Investments, Microsoft Office, Social Media, Public Speaking, Budgets, Public Relations, Strategic Planning, Finance, Customer Service, Forecasting, Teamwork, Negotiation, Social Media Marketing, Account Management, Hospitality Management
Education
Pace University-Pleasantville/Briarcliff Campus 1975 — 1978
BBA, Finance
Loretto School Musselburgh 1964 — 1969
A levels, Economics History
Spick N Span April 2011 - June 2015
Barclays Bank PLC July 2007 - July 2009
Barclays January 2007 - July 2007
Rift Valley Railways January 2006 - September 2006
Skills
Strategy, Business Analysis, Business Strategy, Business Process..., Financial Services, Team Leadership, Management, Risk Management, Financial Analysis, Analysis
Education
Park University 2009 — 2013
Master of Business Administration (M.B.A.), International Business, G.P.A. 4.0
Egerton University 1999 — 2006
Bachelor’s Degree, Plant Engineering- Emphasis on Agricultural Engineering, Second Class Honors- Upper Division
Banco Santander International June 2004 - Present
Coutts International Bank April 2001 - June 2004
Barclays Bank, PLC April 1986 - April 2001
Skills
International..., Highly capable..., Banking, Commercial Banking, Credit, Portfolio Management, Credit Risk, Loans, Credit Analysis, Retail Banking, Commercial Lending, Wealth Management, Mortgage Lending, Private Banking, Relationship Management, Capital Markets, Small Business Lending, Financial Services, Financial Risk, Financial Analysis, Investments, Risk Management
Education
Duke University
Bachelor's degree, World History and French Literature
Miami Dade Community College
Coursework, Broadcast Television and Media Production
eZdia November 2014 - Present
MoFluid August 2011 - November 2014
Ebizon NetInfo Pvt. Ltd. January 2010 - November 2014
Barclays Bank PLC February 2008 - December 2009
HDFC Bank February 2007 - February 2008
Deutsche Bank October 2005 - January 2007
Skills
New Business Development, Direct Sales, International Sales, iPhone, Web Development, iPad, Drupal, Team Management, Business Development, Lead Generation, Business Analysis, Business Strategy, Relationship Management, Marketing Strategy, Key Account Management, E-commerce, Account Management, Start-ups, Product Management, Digital Marketing, Mobile Devices, Mobile Applications
Education
University of Victoria, London 2003 — 2004
Master, Business Administration
Indira Gandhi National Open University 2000 — 2003
Bachelors of Science in Hotel Administration
Institute of Hotel Management 2000 — 2003
Diploma, Hotel Management
Penta Advisory Monaco S.A.M. January 2015 - Present
Compagnie Monégasque de Banque February 2013 - December 2013
Bank J. Safra Sarasin Ltd September 2008 - February 2013
Bank J. Safra Sarasin Ltd January 2006 - September 2008
BARCLAYS BANK PLC September 2004 - December 2005
BARCLAYS BANK PLC September 2002 - September 2004
Education
Université Nice Sophia Antipolis
Licence Professionnelle, Banque, Assurence Finance
Université René Descartes (Paris V) 2002 — 2004
DUT, Techniques de Commercialisation en Alternance
Lycée Saint Sulpice 2002 — 2002
BAC, ES option Espagnol
Direct Energy Business March 2015 - Present
British Gas Business March 2014 - January 2015
Barclays Bank PLC June 2012 - March 2014
Barclays Bank PLC May 2010 - June 2012
IBM July 2008 - June 2009
Skills
Banking, Credit, Retail Banking, Business Planning, Sales, Customer Service, Credit Cards, CRM, Retail, Marketing, Marketing Communications, Project Management, Process Improvement, Training, Utility Industry
Education
De Montfort University 2005 — 2009
Marketing Management (BA Hons), 2:1
Beauchamp College 2000 — 2005
Vermark Global Systems June 2012 - Present
Barclays Bank Plc June 2011 - August 2011
Skills
Microsoft Office, Management, Analysis, Teamwork, Google Analytics, Microsoft Word, Customer Service, Marketing, English, Team Leadership, Project Planning, Project Management, Sales, Change Management, Social Media, Event Management, Web Analytics, Administrative..., Marketing Communications
Education
American University in Dubai 2009 — 2012
Bachelor of Business Administration, Finance
Strayer University (FL) 2007 — 2008
BBA, Finance
BroadRun High School
Diploma, High School/Secondary Diploma Programs
Mclean High School
Commerce Bank & Trust Company April 2013 - Present
United States Soccer Federation 2003 - Present
Commerce Bank & Trust Company December 2007 - April 2013
Century Bank February 2004 - November 2007
Merit Staffing Resources December 2002 - February 2004
Mellon Bank November 1999 - December 2002
BankBoston 1996 - 2000
First NH Bank 1993 - 1996
Barclays Bank Plc 1987 - 1993
State Street Bank and Trust Company 1984 - 1987
Skills
Commercial Banking, Loans, Credit, Banking, Portfolio Management, Credit Analysis, Financial Analysis, Credit Risk, Cash Management, Underwriting, Risk Management, Financial Structuring, Finance, Wealth Management, Business Planning, Lines Of Credit, Financial Risk, Retail Banking, Small Business, Financial Modeling, Commercial Mortgages, Business Development, Mortgage Banking, Mergers & Acquisitions, Capital Markets, Small Business Lending, Relationship Management, Insurance, Sales, Real Estate, Corporate Finance, Investment Banking, Asset Based Lending, Management, Asset Managment, Mortgage Lending, Due Diligence, Mergers, Cash Flow, Strategic Financial..., Financial Services, Equities, Consumer Lending, Investments, Loan Origination, Valuation, Executive Management, Middle Market, Funding, Commercial Lending
Education
Duke University - The Fuqua School of Business 1978 — 1980
MBA, Finance
Boston College 1969 — 1973
BA, History
Bloomberg LP September 2014 - Present
Lambda Legal April 2013 - September 2014
Latham & Watkins October 2010 - April 2013
Barclays Bank PLC July 2011 - February 2012
United States Court of Appeals September 2009 - August 2010
Hofstra University April 2008 - June 2009
Hofstra University School of Law 2006 - 2009
Latham & Watkins LLP May 2008 - August 2008
LeGaL (SDNY, New York State Courts) May 2007 - August 2007
Chongqing Education College August 2005 - June 2006
Skills
Legal Writing, Civil Litigation, Legal Research, Courts
Education
Maurice A. Deane School of Law at Hofstra University 2006 — 2009
J.D.
Drake University 2001 — 2005
B.A.
Barclays Bank PLC July 2012 - Present
Skills
VBA, Matlab, Excel, Eviews, Bloomberg Terminal, Investment Management, Basic Options Strategies, Stocks Trading...
Education
International University of Monaco 2011 — 2012
Master, Financial Engineering and Quantitative Trading
Heriot-Watt University 2010 — 2011
Master of Science (MSc), Finance, General, UK Degree 2:1
Heriot-Watt University 2009 — 2010
Master of Arts (MA), Economics and Finance, UK Degree 2:1
Université de Nice-Sophia Antipolis 2006 — 2009
Bachelor's degree, Economics and Management, 13/20
Parigi Group LTD April 2007 - October 2012
Parigi Group LTD 2007 - 2012
American Map Corporation December 2001 - September 2004
Robert Half International August 2001 - December 2001
Tokio Marine Mgt., Inc October 1999 - December 2000
Robert Half International February 1998 - October 1999
Core Staffing Services, Inc December 1997 - February 1998
Robert Half International October 1997 - November 1997
CNA Insurance Company December 1996 - October 1997
Barclays Bank PLC August 1993 - January 1996
Skills
Invoicing, Account Reconciliation, Accounts Receivable, Management, Microsoft Excel, Retail, Sales, Human Resources, Analysis, Customer Service, Accounting, Sales Management, Trend Analysis, Apparel
Education
Kingsborough Community College 1981 — 1983
Data Processing
Beach Channel High School
Focus Financial Partners January 2015 - Present
Barclays Bank PLC April 2009 - December 2014
Citigroup August 2003 - March 2009
Capital One Financial January 2000 - July 2001
Arthur Andersen 1996 - 1999
Skills
Mergers & Acquisitions, Competitive Analysis, Due Diligence, Business Strategy, Corporate Development, Financial Modeling /..., Divestitures, Strategic Alliances..., P&L Management, Outsourcing, Project Management, Payment Technology, Consumer Banking, Wealth Management, Proprietary Investments, Emerging Markets, eCommerce, Mobile Payments, Payment Industry, Alternative Payments, Mergers, Financial Modeling, Valuation, Banking, E-commerce
Education
University of Pennsylvania - The Wharton School
MBA
Indian Institute of Management, Ahmedabad
PGDM
University of Mumbai
BS
CLEAR PROPERTIES GROUP 2004 - Present
Skyline Equities Realty 2001 - 2003
Public Storage 1998 - 2001
Mansur & Company 1994 - 1997
Barclays Bank Plc 1990 - 1992
Skills
Long-term Customer..., New Business Development, Account Management, Commercial Real Estate, Due Diligence, Financial Analysis, Finance, Negotiation, Investment Properties, Property Management, Entitlements, Leases, Management, Condos, Asset Management, Sales, Contract Negotiation, Zoning, Private Equity, Disposition, Residential Homes, Acquisitions, Real Estate, Real Estate Development, Investments, Brokerage, Real Estate Economics, Business Planning, Appraisals, Underwriting, Location Intelligence
Education
Rice University
BA, Economics
University of California, Berkeley
Graduate Level Courses, Real Estate Law, Real Estate Finance
Loyola Academy
Liazon February 2014 - Present
CoAdvantage October 2010 - February 2014
Allgo Staffing Solutions November 2009 - October 2010
ADP TotalSource April 2006 - November 2009
ADP TotalSource May 2004 - April 2006
ADP TotalSource October 2000 - May 2004
Barclay's Bank PLC December 1997 - October 2000
Skills
New Business & Sales..., High-End Account..., Consultative Selling, Leadership, Business Outsourcing..., Negotiations, C-Level Client..., Networking, Relationship & Team..., Training, Selling, CRM, Sales Operations, Cold Calling, Management, Forecasting, Negotiation, BPO, PEO, Customer Retention, Recruiting, Salesforce.com, New Business Development, Sales, Team Building, Small Business, Human Resources, Account Management, Talent Management, Lead Generation, Sales Process, Business Development, Sales Management, Inter-personal, Employee Benefits, Strategic Planning, Risk Management, Time Management, Sales Presentations, HRIS, Direct Sales, HRO, B2B, Performance Management, Benefits Administration, Employee Relations, Payroll, Strategy, Insurance
Education
University of Miami - School of Business 2001 — 2004
Master's Degree, Marketing & Management
Middlebury College 1989 — 1993
Bachelor's Degree, Economics & Political Science
Procter & Gamble 2015 - Present
Procter & Gamble August 2012 - Present
Procter & Gamble July 2010 - August 2012
Procter & Gamble July 2008 - July 2010
Procter & Gamble 2006 - 2007
Procter & Gamble 2005 - 2006
Luxottica Group 2003 - 2005
Luxottica Group 2001 - 2003
First North American National Bank 2000 - 2001
Barclays Bank plc 1991 - 1997
Skills
Strategic Planning, Coaching, Performance Management, Problem Solving, Organizational..., Team Building, Change Management, Benefits Administration, Talent Management, Compensation, Deferred Compensation, Employee Benefits, Employee Relations, Human Resources, Leadership, Succession Planning, Cross-functional Team..., Management, Onboarding
Education
Xavier University - Williams College of Business 2002 — 2004
Masters, Business Administartion
Florida International University - College of Business 1998 — 2000
Towers Watson July 2003 - Present
Accenture 2001 - May 2003
Barclays Bank PLC 1989 - 2000
Education
Cranfield University - Cranfield School of Management 2000 — 2001
MBA, HR
The University of Manchester 1985 — 1989
BA Hons, Business Studies
Bloomberg LP September 2015 - Present
ITG May 2014 - September 2015
Interactive Data October 2011 - May 2014
Markit June 2009 - August 2011
Aurelius Capital Management December 2006 - June 2008
Barclays Bank PLC April 1996 - October 2006
Goldman Sachs June 1993 - April 1996
Skills
ABS, Structured Finance, Bonds, MBS, Loans, RMBS, Evaluation, Fixed Income, Portfolio Management, Residential Mortgages, Investments, Securities, Investment Banking, Securitization, Structured Products, Financial Modeling, Trading, Equities, Asset Management, Derivatives, Finance, Valuation, Risk Management, CDO, Financial Risk, Credit, Capital Markets, Analytics, Options, Financial Markets, Market Data
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
MBA
City University of New York-Brooklyn College 1991 — 1993
B.S. Summa Cum Laude
Baltic Exploration June 2012 - Present
Bank of America September 2011 - June 2012
Tek Systems October 2008 - August 2011
Wells Fargo Advisors 2009 - 2011
JP Morgan Chase 1998 - 2003
Barclays Bank PLC 1994 - 1998
Bank Austria Creditanstalt d.d. Ljubljana 1990 - 1994
Arab Bank Ltd 1988 - 1990
Manufacturers Hanover Trust 1986 - 1988
Skills
Requirements Gathering, SharePoint, Visio, Data Modeling, SQL, Data Warehousing, Agile Methodologies, Access, Project Management, SDLC, Systems Analysis, Metadata Management, Risk Management, Data Analysis, Process Improvement, Business Analysis
Education
City University of New York-Brooklyn College 1977 — 1985
DIRECTV February 2012 - Present
T-Mobile USA May 2010 - February 2012
T-Mobile USA October 2008 - May 2010
T-Mobile UK October 2006 - October 2008
Clipper Ventures September 2005 - August 2006
Lloyds TSB Bank Plc. July 2003 - August 2005
Barclays Bank Plc June 2001 - June 2003
Skills
Program Management, CRM, Team Management, Start-ups, Digital Marketing, Budgets, Partnerships, Customer Experience
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2016
Master of Business Administration (MBA)
Chartered Institute of Marketing 2003 — 2005
The University of Birmingham 1997 — 2000
Bachelor of Arts (B.A.)
Primitus Equity January 2011 - Present
IPOfn Capital Management September 2009 - December 2011
Inter-Nation Capital Managment (INCM) 1997 - September 2009
Barclays Bank PLC 1990 - 1997
Skills
Investments, Investment Management, Private Banking, Financial Advisory
Education
Binghamton University 1980 — 1984
BS
Albertus Magnus College December 2011 - Present
University of New Haven October 2010 - May 2012
Rensselaer Polytechnic Institute September 2011 - December 2011
Goodwin College August 2010 - December 2011
Synergy Services January 2010 - December 2010
The Hartford July 1999 - January 2010
SNEC-PMI April 2007 - April 2009
Parity-TelTech July 1997 - June 1999
ITT London & Edinburgh June 1995 - May 1997
Barclays Bank plc October 1992 - May 1995
Skills
Program Management, Leadership, Marketing, Analytics, Strategy, Information Systems, Project Management, Strategic Planning, Public Speaking, Teaching, Research, Social Media, Higher Education, Non-profits, Team Building, Change Management, Team Leadership, Management, Marketing Strategy, Sustainable Strategies, Sustainability, Coaching, Leadership Development, Budgets, Staff Development, Curriculum Design, Nonprofits, Organizational..., Entrepreneurship, University Teaching, Community Outreach, Management Consulting, Analysis, Program Development, Training, Grant Writing, Workshop Facilitation, Data Analysis, Time Management, Instructional Design, Human Resources, Consulting, Proposal Writing, Event Planning, Volunteer Management, Editing, Fundraising, E-Learning, Curriculum Development
Education
Prescott College 2011 — 2015
Doctor of Philosophy (Ph.D.), Sustainability Education
Sacred Heart University 2010 — 2011
MA, Teaching
Rensselaer Polytechnic Institute at Hartford 2007 — 2008
MS, Elite Masters Program in Management
Canterbury Christ Church University 1989 — 1992
B.Sc (Hons), Mathematics & Information Technology
Sir Roger Manwood's School 1980 — 1987
Barclays Bank PLC March 2008 - Present
Citibank Corporate Office July 2006 - August 2007
Morgan Stanley February 2006 - April 2006
Skills
PeopleSoft, Interviews, Microsoft Office, Onboarding, HRIS, Taleo, Employee Benefits, Human Resources, Recruiting, Employee Relations, SAP HR, Livelink, Performance Management, PowerPoint, Financial Analysis, eDoc, GradWeb, E-procurement, Management
Education
Long Island University 2000 — 2005
Bachelor of Sciences, Business Management
Eurolink Investment Group PLC January 1994 - Present
Eurolink Investment Group 1994 - Present
BARCLAYS BANK PLC 1988 - 1993
Skills
Banking, Business Planning, Business Strategy, Due Diligence, Management Consulting, Start-ups, Business Analysis, Strategy, Negotiation, Market Research, New Business Development, Business Development, Team Management, Strategic Planning
Education
The London School of Economics and Political Science (LSE) 1975 — 1981
BSc-MSc-PhD (Econ), Banking and Finance
Banco Pichincha Miami 1986 - Present
Barclays Bank PLC February 1982 - November 1986
Skills
Strategic Planning, Sales Management, Management, Customer Service, Business Strategy, Financial Analysis, Risk Management, Business Planning, Trade Finance, Credit, Business Analysis, Corporate Finance, Portfolio Management, Banking, Credit Risk, Credit Analysis
Education
Georgetown University 1979 — 1981
Master's degree, School of Foreign Service
KFA Consulting November 1993 - Present
Citigroup Inc., New York, New York April 1984 - June 1991
Barclays Bank PLC 1980 - 1984
Esteé Lauder 1976 - 1980
Skills
English, Recruiting, Art, Public Relations, Strategic Planning, Fundraising, Marketing, Writing, Social Media, Social Media Marketing, Social Networking, Event Management, Blogging, Advertising, Public Speaking, Editing, Television
Education
New York University 1977 — 1981
MA, COMMUNICATION PhD, JOURNALISM, COMMUNICATIONS AND JOURNALISM, COMBINED 3.7
Hofstra University 1974 — 1977
Bachelor of Business Administration (BBA), Majors: Marketing and English Literature Minor: Modern Fine Arts
DMSimon CPA LLC 1989 - Present
Barclays Bank PLC 1980 - 1989
Chase Bank 1979 - 1980
Skills
Income Tax, CPA, Tax Preparation, Auditing, Corporate Tax, Accounting, Tax Returns, Tax, Financial Reporting, Forensic Accounting, Tax Research, Tax Advisory, Tax Accounting
Education
Baruch College, City University of New York (CUNY) 1993 — 1995
MS, Taxation
Fairleigh Dickinson University 1971 — 1974
bs, accounting
PTC July 2015 - Present
PTC October 2014 - June 2015
PTC June 2013 - October 2014
PTC May 2012 - May 2013
BNY Mellon March 2010 - August 2011
Gallery NAGA May 2008 - August 2008
Barclays Bank PLC October 2007 - December 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, SPSS, Photoshop, Illustrator, InDesign, Dreamweaver, Financial Analysis, Business Valuation, FactSet, Capital IQ, Market Research, Data Analysis, HTML, Investments, Financial Modeling
Education
Bentley University 2011 — 2013
MBA, Business Analytics
Wheaton College (MA) 2005 — 2009
BA, Economics, Minor: Studio Art
Boston University 2007 — 2007
Economics
Bank of the West February 2013 - Present
Sterling Savings Bank February 2009 - March 2012
Barclays Bank, PLC June 2008 - December 2008
Washington Mutual February 1997 - February 2008
Murphey Favre January 1995 - January 1997
Murphey Favre January 1992 - January 1995
Marketing One Securities 1991 - 1992
Skills
Series 7 - May 2012, FINRA Series 65- July..., Washington State..., Change Management, Banking, Series 7, Mergers, Market Development, Leadership Development..., New Market Growth, Strategic Communications, Partnering, Team Leadership, Customer Centric..., Strategy, Sales Management, Performance Management, Management, Training, Portfolio Management, Mortgage Lending, Leadership, Executive Management, Business Development, Mergers & Acquisitions, Consumer Lending, Leadership Development, Marketing, Retail Banking, Recruiting, Investments, Small Business Lending, Sales
Education
Portland State University 1987 — 1990
Bachelor of Science, Business/ Finance
Portland State University - School of Business 1987 — 1990
BS, Finance, General
California life insurances- life/ health/ law
Washington State Life / Health / Law Insurance
Palo Alto Research Center (PARC) November 2010 - Present
SBDC Technology Adoption Program 2007 - October 2010
Small Business Technology Institute 2003 - 2007
Digital Portal Incorporated 2001 - 2002
Tempo Ltd 1999 - 2000
Barclays Bank PLC 1989 - 1999
Barclays Bank PLC 1991 - 1992
Skills
Product Development, Market Research, Marketing Strategy, Research, Risk Management, Strategy, Entrepreneurship, Management Consulting, Business Strategy, Strategic Planning, Change Management, Project Management, Innovation, Innovation Management, Strategic Partnerships, Start-ups, Program Management, Cross-functional Team..., Project Planning, Competitive Analysis, Business Planning, Product Management, Business Development, Leadership, Management, Training, Analysis, User Experience, Coaching
Education
Durham University 1985 — 1988
BA, English Language and Literature
University of Virginia August 2014 - Present
George Mason University November 2012 - June 2014
White House Historical Association February 2007 - November 2012
U.S. Department of State June 2006 - August 2006
Smithsonian Institution January 2006 - May 2006
Cosmos Club January 2006 - May 2006
Oracle Corporation January 1996 - January 2006
Barclays Bank PLC June 1988 - June 1991
Skills
Copy Editing, Publications, History, Layout, Database Design, SQL, Art, Books, Microsoft Office, Databases, Business Intelligence, Project Management, Teaching
Education
University of Virginia
History of Art and Architecture
Parsons School of Design 2004 — 2007
MA, History of Decorative Arts
Baruch College, City University of New York (CUNY) 1985 — 1988
MS, Computer Information Systems
Barclays December 2012 - Present
Barclays Bank plc January 2011 - December 2012
Lloyds Bank Corporate Markets April 2009 - January 2011
Lloyds TSB Corporate Markets September 2007 - April 2009
Kariega Game Reserve South Africa March 2007 - September 2007
Securities Commission of New Zealand February 2005 - August 2006
Skills
Banking, Insurance, Financial Services, General Insurance, Loans, Financial Institutions, Finance, Financial Risk, Risk Management, Portfolio Management, Credit Risk, Corporate Finance, Capital Markets, Relationship Management, Structured Finance, Credit, Commercial Banking, Stakeholder Management, Credit Analysis, Financial Analysis, Investment Banking, Financial Markets, Derivatives
Education
The University of Birmingham 2001 — 2004
Law
CFA
First Data Corporation 2012 - Present
Euronet Worldwide 2008 - 2011
Travelex 2001 - 2008
Thomas Cook Group 1996 - 2001
Barclays Bank PLC 1988 - 1996
Skills
Prepaid Cards, Banking, Customer Relations, Sales Management, Strategic Planning, Forecasting, P&L, Sales Coach, P&L Management, Solution Selling, Start-ups, Payments, New Business Development, Key Account Management, Business Strategy, Consultative Selling, Strategy Development, Cards
Education
Pace University
n/a, MBA/International Business
Yale University
BA, Liberal Arts- Literature
Deutsche Bank March 2015 - Present
Deutsche Bank July 2013 - March 2015
Student Managed Investment Fund February 2012 - April 2012
Barclays Bank PLC June 2011 - November 2011
Barclays Bank June 2010 - September 2010
Best Taberna Alkazar July 2009 - August 2009
AO Ospedali Riuniti BG July 2008 - August 2008
Advocare Abogados June 2008 - July 2008
Skills
Financial Markets, Trading, Economics, Portfolio Management, Bloomberg Terminal, Microsoft Excel, Finance, Financial Analysis, Equities, Leadership, Valuation, Bonds, Quantitative Finance, Teamwork, Accounting, Capital Markets, Options, Investment Strategies, Foreign Exchange, Equity Derivatives, SQL, QlikView, Datastream, SPSS, PHStat, Tableau, KDB+, Unix, Shell Scripting, Metastock, Hedging, Microsoft Office, Eviews, TCA
Education
Cass Business School 2012 — 2013
Master of Science (MSc), Mathematical Trading and Finance, Distinction
Università Commerciale 'Luigi Bocconi' 2009 — 2012
Bachelor's degree, Finance, 109/110
University of California, Irvine - The Paul Merage School of Business 2012 — 2012
Exchange Programme, Business Administration and Management
Vittorio Emanuele II 2004 — 2009
High School Diploma, Accounting, Business, Economics, 100/100 cum laude
Lincoln Heritage February 2014 - Present
Rockwell Collins June 2009 - Present
Rockwell Collins June 2003 - June 2009
Barclays Investment Bank April 1991 - March 2003
Barclays Bank PLC February 1988 - April 1991
Skills
Life Insurance, Whole Life, Final Expense Planning, Annuity Sales, Accident Insurance, Administrative..., Event Planning, Policy, Microsoft Office, Outlook, Google Apps, Lotus Notes
Education
Germanna Community College 2011 — 2013
Business, Management, Marketing, and Related Support Services
Hughes Network Systems July 2013 - Present
Information Technology Experiential Learning Lab (ITELL) February 2012 - May 2013
Center for Convergence and Emerging Network Technologies (CCENT) August 2011 - May 2013
School Of Information Studies, Syracuse University August 2012 - January 2013
Syracuse University's Tutoring Service Center July 2011 - January 2013
Barclays Bank PLC July 2010 - May 2011
Essel Propack Pvt Ltd January 2009 - February 2009
Skills
Cisco devices, TCP/IP, Wireless, Virtualization, Leadership Development, VMware Workstation, Ubuntu, Windows, Backtrack, Mac, OSPF, RIP, UDP, VLAN, IEEE 802.11, Mentoring, Excel, CCNA, CWNA, Cisco Technologies, Visio, Operating Systems, Unix, VMware, Network Administration, Linux, Firewalls, DNS, Microsoft Excel
Education
Syracuse University 2011 — 2013
MS, Telecommunications & Network Management; Information Studies
University of Mumbai 2006 — 2010
BE, Electronics & Telecommunication
Fifth Third Bank 1995 - Present
The CIT Group 1993 - 1995
ECR (European Currency Research) 1991 - 1993
Barclays Bank PLC 1989 - 1990
Bank of America 1978 - 1985
Skills
Business Development, Portfolio Management, Credit, Loan Origination, Financial Analysis, Small Business Lending, Commercial Lending, Commercial Banking, Finance, Financial Services, Financial Structuring, Cash Management, Risk Management, Credit Risk, Financial Modeling
Education
The University of Chicago - Booth School of Business 1976 — 1978
Master of Business Administration (MBA), Concentrations in Finance and Marketing, Deans List
Williams College 1972 — 1974
Bachelor of Applied Science (B.A.Sc.), Deans List
Vassar College 1970 — 1972
Deans List
Chartway Federal Credit Union June 2015 - Present
Chartway Federal Credit Union August 2013 - June 2015
SunTrust Bank October 2012 - August 2013
CIBC FirstCaribbean International Bank March 2006 - December 2011
CIBC FirstCaribbean International Bank July 2004 - February 2006
CIBC FirstCaribbean International Bank April 2003 - June 2004
Barclays Bank PLC November 2001 - March 2003
Barclays Bank PLC November 2000 - October 2001
Skills
Financial Services, Commercial Banking, Account Reconciliation, Loans, Customer Service, Banking, Credit Risk, Cash Management, Risk Management, Retail Banking, Credit, Credit Analysis, Credit Cards, Management, Finance, Financial Risk, Microsoft Office, Internet Banking, Process Improvement, Operational Risk
Education
University of Maryland University College 2014 — 2016
Master's Degree, Accounting and Finance, 3.0
American InterContinental University 2010 — 2012
Bachelor, Business Administration; Finance, 3.58
Santander Bank, N. A. May 2013 - Present
Michael Anthony Contracting Corp. March 2013 - April 2013
New York Peace Institute December 2011 - December 2012
Dreyfus Corporation 2009 - 2010
Bayerische Landesbank (BayernLB) 2004 - 2009
Bear Stearns and Co., Inc. 2004 - 2004
Goldman, Sachs & Co. 2003 - 2004
Deutsche Bank AG 1993 - 2002
Barclays Bank PLC 1986 - 1993
JP Morgan Chase (f.k.a. Manufacturers Hanover Trust) November 1982 - May 1986
Skills
ISDA Derivative..., Credit Documentation, Confidentiality..., International &..., SEC Documentation, Notary Public, Derivatives, Confidentiality, Banking, International, Document Review, ISDA, Mentoring, Credit Reports, Corporate Governance, SEC, Completed Basic..., Portfolio Management, Risk Management, Software Documentation, Loans, Financial Risk, Capital Markets, Credit
Education
Columbia University in the City of New York 2009 — 2011
MS, Negotiation and Conflict Resolution
New York University 2003 — 2005
Certificate, Financial Risk Management
New York University 1988 — 1989
Paralegal Diploma, Paralegal
Hofstra University 1980 — 1982
BBA, Finance
SUNY Farmingdale 1978 — 1980
AS, Business Administration
Morgan Stanley January 2010 - September 2010
Credit Suisse September 2006 - July 2009
Barclays BANK PLC August 2005 - September 2006
Barclays Bank July 2003 - September 2006
Lexis Nexis August 2001 - October 2002
Serco September 1998 - September 1999
Skills
New Business Development, Financial Analysis, Financial Modeling, Data Analysis, Competitive Analysis, Regulatory Reporting, Financial Accounting, Account Reconciliation, Financial Reporting, Valuation, Pivot Tables, Variance Analysis, Analysis, Business Objects, Corporate Finance, Due Diligence, Business Development, Strategy, Portfolio Management, Management, Business Analysis, Banking, Business Process..., Strategic Planning, Risk Management
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA, Accounting and Finance
London School of Economics and Political Science
Master of Science, Information Systems Management
Achimota School
Birkbeck, University of London
HBL - Habib Bank Limited November 2012 - July 2015
Habib Bank AG Zurich November 2011 - November 2012
Silkbank Limited (Pakistan) April 2010 - October 2011
Barclays Bank PLC April 2008 - March 2010
MCB Bank Limited December 2006 - March 2008
Skills
Banking, Portfolio Management, Strategic Planning, Product Management, Management, Strategy, Branch Banking, Credit Analysis, Marketing Communications, Marketing Strategy, Product Marketing
Education
Cardiff University / Prifysgol Caerdydd 2005 — 2006
MSc, Strategic Marketing
Institute of Business Administration, Pakistan 2003 — 2004
MBA, Marketing/Finance
Institute of Business Administration, Pakistan 2001 — 2003
BBA, Marketing/Finance
City School
Kingsbourough Community College 2010 - 2010
Tabula Digita September 2008 - September 2008
LiveTechnology June 2006 - August 2008
Be Healthy Medical PC January 2002 - May 2006
H.J. Edwards & Associates 2002 - 2003
Cable & Wireless, St. Lucia Ltd January 1999 - January 2000
Radio Caribbean International January 1998 - January 1999
Barclays Bank, PLC September 1992 - September 1998
Helen Television Systems February 1998 - June 1998
Radio St. Lucia January 1997 - January 1998
Skills
Word, HTML, Excel, Computer Hardware, Office Management, Teaching, Microsoft Office, CSS, JavaScript, Windows, PowerPoint, Access, Teamwork, Project Planning, Microsoft Word, Microsoft Excel
Education
DeVry University-Tampa 2013 — 2015
Network & Communications Management
Kingsborough Community College 2008 — 2010
Associate, Liberal Arts
St. Mary's College - Castries 1986 — 1991
CXC Certificate, Liberal Arts
Sans Souci Gov't School
Edgar, Dunn & Company May 2014 - Present
MasterCard March 2012 - April 2014
MasterCard 2008 - March 2012
Edgar, Dunn & Company 2005 - 2008
Royal Bank of Scotland 2003 - 2005
Santander Direkt Bank AG 2001 - 2003
Banco Santander SA 1996 - 2001
Merck Finck & Co 1991 - 1996
Barclays Bank PLC 1978 - 1991
Skills
Strategy and execution, Payment Systems, Management Consulting, Financial Regulation, European Markets, Financial Services, Credit Cards, Electronic Payments, Debit Cards, Banking, Strategic Thinking, Mobile Payments, Strategic Partnerships, SEPA, Product Management, Business Development, Regulations, Payments, Finance, Change Management, Leadership, Mergers & Acquisitions, Payment Card Processing, Team Management, Restructuring, Disruption, Strategic Planning, Innovation Consulting, Relationship Management, Sales, Business Strategy, Business Restructures, Payment Gateways, Sales Management
Education
University of Durham 1974 — 1978
BA, MA
St Edward´s, Oxford
CAILYN Cosmetics December 2014 - April 2015
CAILYN Cosmetics September 2013 - December 2014
Groupon Hong Kong August 2012 - August 2013
Groupon International May 2011 - July 2012
Barclays Bank PLC June 2006 - July 2006
Skills
E-commerce, Social Media, Marketing, Salesforce.com, Online Advertising, Product Management, Customer Service, Account Management, Marketing Strategy, Training, Competitive Analysis, Market Planning, Sales, Business Development, Digital Strategy, Social Media Marketing, Marketing Communications, SEO, Leadership, Start-ups, Digital Marketing, Creative Direction, Online Marketing, SEM, Web Analytics, Merchandising, Market Research, CRM, Strategy
Education
University of California, San Diego
BA, Music Humanities
Hong Kong International School
High School Diploma
Winston & Strawn LLP June 2003 - Present
Simpson Thacher & Bartlett LLP September 2001 - June 2003
Swidler Berlin Shereff Friedman November 1999 - August 2001
Barclays Bank PLC October 1991 - September 1995
STUDIO DI CONSULENZA FRANCO RECUPERO April 1984 - December 1990
Skills
Patent Prosecution, Legal Support Services, Patents, Patent Applications, Powers of Attorney, Private Pair, Student of Ancient and...
Education
American Military University 2013 — 2016
Masters in History, Classical and Ancient Studies
Fordham University 1997 — 2004
Bachelor of Arts (BA), History, GPA 3.8 (magna cum laude)
Abliene univetsity A.C.U June 2015 - Present
Conix International cop April 2012 - April 2015
RUFI BUILDERS DUBAI November 2012 - March 2013
Barclays Bank PLC January 2009 - February 2010
U.S AID May 2008 - September 2008
Education
Federal Government 2010 — 2011
C.S.S, IR.History Of U.S.A, Journalism, Forestry, Bussiness Administration, Muslim Law, B
Virtual University Pakistan 2007 — 2009
Master of Business Administration (M.B.A.), Human Resources Management and Services, B
University of the Punjab, Lahore 2005 — 2006
Bachelor of Arts (B.A.), Economics and Sociology, A
Grammar School 2000 — 2002
Matric, Sciences, A
Cisco College
Master of Business Administration (MBA), Human Resources Management and Services
Simpli Home June 2015 - Present
Mizuno December 2011 - June 2015
Barclays Bank PLC July 2010 - August 2010
Skills
Customer Service, Microsoft Office, Sales, Sports Marketing, Inventory Management, Market Research
Education
Ryerson University 2012 — 2015
Bachelor's Degree, Marketing Management
Bahria University 2007 — 2011
Bachelors in Business Administration, Marketing
CIBC June 2015 - Present
CIBC February 2012 - May 2015
Barclays Bank PLC June 2010 - August 2011
Barclays Bank PLC August 2007 - May 2010
ICICI Bank UK PLC January 2006 - July 2007
GE Money January 2004 - November 2005
Skills
Business Development, Banking, Credit, Sales, Team Management, Portfolio Management, Account Management, Loans, Direct Sales, Finance, Financial Services, Customer Engagement
Education
Panjab University
Master Of Science
Jessica June Children's Cancer Foundation May 2004 - Present
Barclays Bank PLC July 1991 - May 1996
Skills
Non-profits, Fundraising, Strategic Planning, Nonprofits, Customer Service, Volunteer Management, Grants, Event Planning, Leadership, Public Relations, Social Media Marketing, Community Outreach, Event Management, Public Speaking, Research, Philanthropy, Board Development, Grant Writing, Community Development, Social Networking, Social Media, Marketing, Program Development, Leadership Development, Non-profit..., Marketing Communications, Entrepreneurship, Organizational..., Media Relations, Small Business, Team Building, Marketing Strategy, Strategic Communications, Coaching, Budgets, Online Marketing
Education
Thunderbird School of Global Management 1989 — 1990
MBA, International Management
Rollins College 1985 — 1989
Semester at Sea 2015 — 2015
Lifelong Learning, Global Human Rights & World Studies, N/A
American Universit in Paris 1988 — 1988
Semester at Sea 1986 — 1986
World Studies
PraxisEMR January 2012 - Present
Bryan Manor Residential Healthcare January 2008 - December 2011
Thomson Reuters - RIA October 1994 - September 1998
Sharp Electronics Corporation May 1991 - January 1994
Barclays Bank PLC December 1987 - May 1991
Skills
Training, Sales, EHR, Public Speaking, Selling, Customer Retention, EMR, Healthcare, Customer Satisfaction, Customer Service, Microsoft Office, Team Building, Fundraising, Human Resources, Program Management, Salesforce.com, Research, Event Planning, CRM, Employee Benefits, Social Media, Coaching, Leadership Development
Education
Providence College 1979 — 1983
BA, History
Providence College
Bachelor's degree, History
NAES Corporation 2014 - Present
URS Flint Transfield 2010 - 2014
Australand 2004 - 2010
Softlaw 2003 - 2004
Vodafone 2000 - 2003
Barclays Bank Plc 1997 - 2000
The Star 1996 - 1997
KPMG 1987 - 1996
Skills
Financial Reporting, Forecasting, Managerial Finance, Due Diligence, Accounting, Financial Analysis, Cash Flow, IFRS, Financial Accounting, Risk Management, Business Process..., Change Management, Leadership, Business Planning, Business Strategy, Finance, Internal Controls, Corporate Finance, Financial Audits, Variance Analysis, Management Accounting, Mergers & Acquisitions, Auditing, Restructuring, Cost Accounting, Sarbanes-Oxley Act, Financial Modeling, Cash Flow Forecasting, Project Accounting, SAP, Strategic Financial..., Internal Audit, Consolidation, Treasury Management, Project Finance, Cash Management, Budgets, Financial Forecasting, Strategic Planning, Management, Project Planning, Contract Negotiation, Contract Management
Education
Australian Graduate School of Management 2004 — 2006
MBA, Business Administration and Management, General
Certified Practising Accountant 2004 — 2004
CPA, Accounting and Finance (honorary)
Institute of Chartered Accountants in Australia 1993 — 1994
Chartered Accountant, Accounting and Finance
University of Technology 1987 — 1991
Bachelor of Business, Accounting and Business/Management
Standard & Poor's 2010 - Present
McGraw Hill Financial 2009 - 2011
Barclays Bank, PLC 2008 - 2008
Ernst & Young 2002 - 2007
Inter-American Development Bank 2000 - 2002
Skills
Financial Analysis, Corporate Finance, Financial Modeling, Valuation, Strategy, M&A analysis, Market Data, Capital Markets, Due Diligence, Private Equity, Investment Banking, Equity Research, Bloomberg, Equities, Portfolio Management, Emerging Markets, Derivatives, Financial Markets, Hedge Funds, Fixed Income, Corporate Development, Trading, Risk Management, Business Strategy, Strategic Partnerships, Business Development, Finance, Financial Services, Acquisition Integration
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Finance & Strategic Management
Universitat de València 2001 — 2002
Master's Degree, Accounting & Audit, Graduated with Honors
Universitat de València 1997 — 2002
Bachelor of Arts (BA), Economics & Business Management, Graduated with Honors
Ecole de Management de Marseille / Euromed Marseille 1999 — 2001
Bachelor of Arts (BA), Economics
Consulting May 2013 - Present
Penn National Gaming September 2012 - May 2013
Office Depot November 2010 - September 2012
Amgen October 2009 - November 2010
Barclays Bank PLC February 2009 - October 2009
Teradata March 2004 - February 2009
Skills
Teradata, Data Warehousing, ETL, Informatica, Data Warehouse..., Erwin, Databases, Unix, SQL Tuning, Business Objects, SQL, Cognos, Unix Shell Scripting, Software Development, MVS, Database Administration, Shell Scripting, Data Migration, SDLC, Requirements Analysis
Education
Jawaharlal Nehru Technological University 1999 — 2003
B.Tech, Information Technology
Ernst & Young August 2010 - May 2014
Ernst & Young August 2010 - February 2012
KPMG LLP January 2010 - August 2010
HSBC Global Asset Management September 2009 - December 2009
Free Lance October 2008 - June 2009
Barclays Bank PLC November 2007 - March 2008
Northern Trust Global Investments September 2006 - November 2007
SG Corporate Investment Banking January 2005 - September 2006
Oasis April 2004 - November 2004
Goldberg Wagner & Jacobs, LLP February 2002 - December 2003
Skills
Risk Management, Financial Risk, Internal Audit, Asset Management, Internal Controls, Auditing, Financial Services, Enterprise Risk..., Mergers & Acquisitions, Corporate Governance, CCAR, Due Diligence, Operational Risk..., Basel II, III, ICAAP, IFRS, Risk, Audit, Event Management, Manage large projects..., multilangual, Governance, Finance
Education
Western Carolina University 1995 — 1998
BSBA, Economics, 4.0
CERAM Sophia Antipolis 1995 — 1998
BS, Engineering (Prepa)
International School in Valbonne, Sophia 1990 — 1995
Bacchaloreat, Sciences (Maths)
Fountain House October 2012 - September 2014
TheBridalShop.com January 2005 - January 2010
BPS Teleperformance January 2002 - January 2004
Barclays Bank Plc January 2000 - January 2002
Skills
Social Media, Online Advertising, Social Media Marketing, Photoshop, SEO, Editing, Blogging, Digital Marketing, Digital Media, HTML, Microsoft Office, Web Design, Management, Project Planning, Access, Account Management, Business Strategy, Strategic Planning, Customer Service, Research, Negotiation, Outlook, Marketing Strategy, Analysis, Event Management, Networking, Online Marketing, Advertising, New Business Development, Budgets, Microsoft Excel, Marketing Communications, Public Relations, Public Speaking, Team Leadership, Email Marketing
Education
The University of Kent 1997 — 1998
University of Kent at Canterbury, Development Economics
Oxford Brookes University 1994 — 1997
BA(Hons), Business Administration; Economics, 2.2
Downside School
A- Levels
Simba School
Lead Infusion January 2013 - Present
Lead Infusion January 2013 - Present
Lead Infusion January 2013 - Present
TransformiT, A division of Lead Infusion October 2008 - Present
Streetwise Reports 2011 - September 2012
Naptech Test Equipment May 1999 - November 2008
The Art Group 1997 - 1999
Name That Toon March 1990 - 1996
Barclays Bank Plc January 1989 - January 1991
Skills
Marketing Strategy, Marketing Communications, Event Management, Email Marketing, Business Planning, Fundraising, Strategic Planning, Strategic Partnerships, Copywriting, Marketing Research, Marketing Copy, Sales Management, Business Analysis, Positioning, Negotiation, Financial Analysis, Commercial Banking, Factoring, New Business Development, Presentation Development, Management, Management Consulting, Publishing, Entrepreneurship, Lead Generation, Brand Development, Newsletters, Marketing, Business Development, Direct Marketing, Market Research, Public Relations, Product Development, Strategy, Online Advertising, Integrated Marketing, Online Marketing, Social Media Marketing, Digital Marketing, CRM, SEO, SEM
Education
Loughborough University
BA, Business Administration & German
Loughborough University
DIS : Industrial Studies
Santander Bank, N.A. October 2014 - Present
Santander UK Corporate & Commercial April 2014 - Present
Santander UK Corporate & Commercial October 2010 - April 2014
Santander Bank, N.A. September 2013 - December 2013
Barclays Bank Plc September 2008 - October 2010
Coller Capital September 2007 - April 2008
Parish Capital Advisors June 2006 - August 2006
Harris & Trotter LLP July 2005 - August 2005
Skills
Credit, Banking, Portfolio Management, Risk Management, Investment Banking, Stakeholder Management, Commercial Banking, Relationship Management, Investments, Management, Credit Risk, Retail Banking, Corporate Finance, Cash Management, Analysis, Loans, CRM
Education
University of Birmingham 2004 — 2007
BSc (Hons), Money, Banking & Finance
Haberdashers Askes School For Girls 1997 — 2004
Global Payments Advisory LLC April 2010 - Present
IBM 2010 - 2011
Barclays Bank PLC 2006 - 2010
ABNAMRO BANK 2004 - 2006
Deloitte Consulting May 2000 - February 2004
Citibank January 1994 - January 1999
Bank of America 1972 - 1994
Skills
Non Executive Board..., Global Transaction..., Global Payments, Enterprise Risk..., Enterprise Change..., M&A due diligence, M&A Integration, Operational Risk..., Compliance Management, Credit Risk Management, Emerging Markets Risk..., Project Finance, Regulatory Compliance ..., Sanctions Compliance..., Intra Day Liquidity..., Counterparty Risk, FMI Collateral..., Control Self Assessment, Financial Market..., Product Management and..., Customer Service..., New Business Incubation, Turn Around Management, Strategy Consulting, eB2B, Mobile Payments, Liquidity Management, Operational Risk, Payments, Compliance, Transaction Banking, Change Management, Operational Efficiency, Risk Management, Financial Markets, Emerging Markets, Cash Management, Treasury Management, Risk, Financial Institutions, Credit Cards, Banking, AML, Risk Mitigation, Working Capital..., FX, Business Transformation, Payment Systems, Due Diligence, Business Process...
Education
Harvard Business School 1981 — 1981
PMD42, EXEC EDUCATION
University of Southern California - Marshall School of Business 1971 — 1972
MBA, INTERNATIONAL FINANCE
University of Southern California 1970 — 1971
BS, MARKETING
University of the Witwatersrand 1966 — 1969
B.COM, ECONOMICS
FreshTec, Inc. June 2010 - Present
The One Page Business Plan Company September 2009 - March 2012
Adrian Bray and Associates September 2009 - May 2010
1108 Broad, Inc. April 2006 - July 2009
New Business WebPages March 2004 - January 2006
DAI, Inc. December 2001 - February 2004
SunRoma, Inc. November 2000 - November 2001
AmeriCom, Inc. February 1998 - April 2000
GatewayUSA 1990 - 1994
Barclays Bank Plc March 1987 - September 1988
Skills
Business Development, Entrepreneurship, Leadership Development, Business Planning, Small Business, Management, Strategic Planning, Training, New Business Development, Project Planning, Sales, Budgets, Online Advertising, Process Improvement, Finance, Business Strategy, Start-ups, Strategy
Education
University of Washington, Michael G. Foster School of Business 1989 — 1989
MBA, Business
Cranfield University - Cranfield School of Management 1988 — 1989
MBA, Business
City University London 1976 — 1978
AA, Banking Diploma
MSCI Inc. June 2015 - Present
Transcom October 2013 - June 2015
Vodafone Hungary January 2011 - September 2013
HP Enterprise Services November 2009 - January 2011
EDS May 2006 - November 2009
Getronics PinkRoccade November 2005 - May 2006
Barclays Bank May 2004 - November 2005
Peoplistics Systems Limited September 2000 - May 2004
Barclays Bank PLC September 1986 - July 2000
ACSIS, Inc. September 1984 - July 1986
Skills
PMP, ITIL, IT Strategy, IT Transformation, Business Process..., Project Planning, Project Management, Project Delivery, Program Management, Software Project..., Change Management, Cloud Computing, IT Service Management, Application Lifecycle..., Agile Methodologies, UML, Data Modeling, Relational Databases, Database Administration, IT Infrastructure..., IT Outsourcing, Consultancy, Lean Thinking, Lean Management, Performance Benchmarking, Continuous Improvement, Business Continuity..., Disaster Recovery, Telecommunication..., Outsourcing, Service Delivery, Service Management, Stakeholder Management, PRINCE2, MS Project, Process Improvement, CRM, Management, Strategy, Requirements Analysis, Infrastructure, Information Technology, Team Management, PMO, Software Development, Enterprise Architecture, System Architecture, Business Continuity, Testing, Project Portfolio...
Education
Staffordshire University 1979 — 1983
B.Sc., Computing & IT
Newcastle-under-Lyme High School 1971 — 1978
GCE 'O' and 'A' levels, Liberal Arts and Sciences, General Studies and Humanities, Various
Many travel publications September 2009 - Present
The Women's Travel Group and Others April 2009 - Present
The Women's Travel Group (ECPS Consulting holding company) May 2008 - Present
The Women's Travel Group May 2008 - Present
ABC Destinations 2006 - 2008
Club ABC Tours January 1992 - 2008
Barclays Bank PLC January 1985 - January 1990
WD Scott and Marsh McLennan January 1972 - January 1979
Skills
Public Relations, Financial Analysis, Tourism, web marketing, Tour Escort and Leader, Travel Writing, Blogging, Copywriting, Social Networking, Leadership, Newsletters, Marketing, Project Planning, Publishing, Incentives, Publications, Writing, Magazines, Publicity, Facebook, Entrepreneurship, Adventure Travel, Event Management, Web Marketing, Journalism, Content Management, Public Speaking, Tour Operators, Direct Marketing, Travel Planning, Vacation, Travel Marketing, Hotels, Media Relations, New Media, Web Content, Strategic Partnerships, Content Strategy, Incentive Travel, Leisure Travel, Cruises, Business Travel, Copy Editing, Proofreading, Hospitality, Product Development, Online Marketing, Social Media Marketing, Feature Articles, Online Travel
Education
New York University 1967 — 1970
Master's Degree, Politics of The Middle East and North Africa
Tufts University 1963 — 1967
BA, history, Dean's List
The Birch Wathen school 1958 — 1963
high school, high school
London South Bank University
CNAA, Finance, Accounting, Financial Anaylsis
LinkedIn August 2013 - Present
LinkedIn January 2012 - August 2013
CitiBank – International PLC November 2011 - January 2012
Pocket KingsDublin July 2009 - October 2011
Barclays Bank PLC March 2008 - July 2009
Barclays Bank PLC Dublin March 2008 - July 2009
Remax PortugalAlmada, Portugal March 2006 - March 2008
Skills
Fraud, Credit Cards, Risk, Compliance, Legal, Portuguese, Italian, Payments, Electronic Payment..., Payment Systems, SAP, Chargebacks, Project Management, RightNow, Kana, Online Reputation..., AML, KYC, Due Diligence, Real Estate, Translation, LinkedIn, Investigation, Online Fraud, Project Planning, Project Coordination, Business Relationship..., Business Process..., SQL, Economics, Real Estate Economics, Employee Relations, Financial Risk, Team Management, Lean Management, Training Delivery, People Development, Training, Leadership, E-payments, Fraud Detection, Coaching, Anti Money Laundering, CRM, Customer Service, Sales, Microsoft Office, Management, Salesforce.com
Education
Dublin Business School 2010 — 2014
Bachelor's Degree, Business Management with Project Management, BA (Hons)
Cambridge University 2008 — 2008
English First Certificate in English
Universidade Moderna de Lisboa (Modern University of Lisbon) 1996 — 2002
Law degree (equivalent to BA Hons), Law
TriPoint Global September 2015 - Present
Hayfield September 2001 - Present
Fletcher Asset Management, Inc. 1996 - 2000
Barclays Bank PLC September 1987 - September 1992
Education
Harvard University 1983 — 1987
AB
Fordham University School of Law 1992 — 1996
JD
Harold A. Adler, Inc. January 2001 - Present
The Bank of New York 1990 - 1994
Barclay Bank PLC 1989 - 1990
American Express Bank International 1988 - 1989
Barclays Bank PLC 1987 - 1988
Skills
Collections, B2B Debt Collections, Financial Services, Medical Collections, Professional Services, Debtor Collector, Banking, Accounts Receivable
Education
LIU Post 1980 — 1984
Bachelor of Science-Business Adminstration, Management, Finance, Economics
Chief Outsiders November 2009 - Present
The Planet May 2010 - November 2010
Reliant Energy July 2006 - June 2008
Barclays Bank PLC October 2004 - July 2006
Fidelity Investments August 1998 - September 2004
AT&T August 1993 - August 1998
Kraft January 1986 - August 1993
Procter & Gamble 1983 - January 1986
Student Agencies September 1980 - August 1983
Student Record Agency January 1980 - June 1983
Skills
Product Marketing, Strategic Vision, Product Management, Strategic Partnerships, Segmentation, Marketing Strategy, Start-ups, Strategic Planning, Multi-channel Marketing, Executive Management, Customer Acquisition, Product Development, Strategy, Business Strategy, Business Development, Mergers, Go-to-market Strategy, Marketing, Lead Generation, B2B, Market Research, Positioning, Organizational..., Value Propositions, Demand Generation, Pricing Optimization, Social Media, go to market planning, Public Relations, Digital Marketing, Marketing Automation, New Product Roll Out, Sales Channel..., Advertising, Leadership, Management, Marketing Communications, Brand Management, Cloud Computing, Marketing Management, B2B Marketing, Sales, Integrated Marketing, Market Planning, Analytics, Direct Marketing, P&L Management, Market Analysis, Brand Development, Competitive Analysis
Education
Princeton University 1979 — 1983
BSE, Chemical & Nuclear Engineering
Federal Reserve Bank of Chicago January 2009 - Present
Federal Reserve Bank of Chicago January 2005 - January 2007
Barclays Bank PLC July 1986 - May 1992
Barclays Bank PLC 1986 - 1992
Skills
Securities, Microsoft Office, Business Intelligence, Financial Risk, Interest Rate Risk..., Visio, Banking
Education
Northwestern University - Kellogg School of Management 2006 — 2007
University of Illinois at Chicago 1979 — 1984
BA, French Commercial Studies
Soter Advisors Ltd May 2013 - Present
NYAM LLC November 2008 - January 2013
GlobeOp Markets Ltd April 2006 - September 2008
GlobeOp Financial Services January 2005 - April 2006
GlobeOp Financial Services April 2004 - December 2004
Barclays Bank PLC August 2003 - March 2004
Skills
Energy Markets, Derivatives Trading, Relationship Management, Oil Industry, Refined Products, Equities, Trading Strategies, Bonds, Options, Hedge Funds, Derivatives, Commodity, Trading, Investments, Fixed Income, Technical Analysis, Commodity Markets, Risk Management, Hedging
Education
The University of Sheffield 1999 — 2002
Ba (Hons), Economics and Business Management
Merchant Taylors' School Crosby 1991 — 1998
JPMorgan Chase May 2012 - Present
Barclays Bank PLC November 2009 - May 2012
EMC October 2008 - December 2009
Barclays Capital September 2008 - October 2008
Lehman Brothers April 2006 - September 2008
Symantec 2000 - 2006
DoubleClick October 1998 - January 2000
Skills
Perl, Bash Scripting, Storage, SAN, NAS, Clustering, Symantec Backup, TSM, Veritas Storage..., Deduplication
Education
Rutgers University-New Brunswick 1991 — 1996
BA, English
Ridgewood High School 1987 — 1991
The Boston Consulting Group September 2015 - Present
The Boston Consulting Group August 2014 - August 2015
The Boston Consulting Group September 2013 - August 2014
The University of Chicago Booth School of Business September 2011 - June 2013
Booz & Company June 2012 - August 2012
Blackstone Portfolio Company - CMS Infosystems November 2009 - August 2011
Barclays Bank PLC September 2007 - November 2009
ITC Ltd. June 2006 - September 2007
Skills
Business Strategy, Product Management, Business Analysis, Market Entry, Project Management, Management Consulting, Financial Modeling, Business Development, Product Development, Vendor Management, Competitive Analysis, C++, Risk Management, Corporate Finance, Venture Capital, Strategy, Analytics, Data Analysis, Valuation
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA (Full time)
Indian Institute of Technology, Kharagpur 2002 — 2006
Bachelor of Technology(Honors), Electronics and Electrical Communication Engineering
Bishop Cottons
Canon Business Process Services 2006 - Present
Innovest Systems 2001 - 2004
ADP - Wilco Systems 1998 - 2001
Barclays Bank PLC 1996 - 1998
Bank of America 1984 - 1996
Skills
Strategic Alliances, Management, Team Building, BPO, Document Management, Contract Negotiation, Strategic Partnerships, Selling, Sales Process, CRM, Account Management, Outsourcing, Vendor Management, Salesforce.com, Business Development, Solution Selling, Risk Management
Education
St. John's University Jamaica, N.Y. 1978 — 1981
M.B.A., International Finance
Queens College
M.S., International Relations
BECU March 2013 - Present
Alchemy Communications August 2011 - Present
Barclays (independent contractor) August 2010 - October 2011
REI May 2009 - July 2010
Barclays Bank PLC October 2007 - April 2009
Barclays Bank PLC 2007 - 2007
Washington Mutual 2003 - 2005
Skills
Corporate Communications, Internal Communications, Corporate Social..., Crisis Communications, Communications Planning, Strategic Communications, Employee Engagement, Strategic Planning, Communication Training, Marketing Communications, Stakeholder Engagement, Financial Services, Change Management, Media Relations, Public Relations, Customer Experience, Intranet, Event Management, Press Releases, Business Strategy, Leadership, Integrated Marketing, Marketing, Strategy, Newsletters, Thought Leadership, Social Media, Organizational..., Content Strategy, Leadership Development, Corporate Branding, Speech Writing, Public Affairs, Messaging, Copywriting, Multimedia Marketing..., Integrated Marketing...
Education
University of Cambridge 2008 — 2008
Executive Management
Whitman College 1975 — 1979
BA, Psychology
Raymond James Financial Inc. September 2014 - Present
UBS Wealth Management August 2012 - May 2014
UBS Investment Bank November 2009 - August 2012
UBS Investment Bank July 2008 - October 2009
UBS Investment Bank November 2003 - June 2008
UBS Investment Bank February 1994 - October 2003
Credit Suisse February 1992 - January 1994
Barclays Bank PLC August 1988 - February 1992
Skills
FX Options, Market Risk, Trading, Trading Systems, Prime Brokerage, Derivatives, Front Office, Risk Management, FX, Financial Risk, Equities, VAR, Electronic Trading, Fixed Income, Linux, C++
Education
Baruch College, City University of New York (CUNY) 1984 — 1986
Computer Science
Sumitomo Mitsui Trust Bank, Limited October 2003 - Present
Barclays Bank PLC 1983 - 1986
Education
Pace University - Lubin School of Business 2007 — 2009
Henkel October 2014 - Present
Elysium Tennis Club August 2013 - October 2014
Dow Corning January 2007 - March 2013
Midland Community Tennis Center August 1998 - February 2013
Barclays Bank PLC August 1989 - August 1994
Skills
Market Development, New Business Development, Coatings, Product Development, Polymers, Adhesives, Cross-functional Team..., Six Sigma, Marketing Strategy, Sales Management, Strategic Planning, Commercialization, Key Account Management, Networking, Leadership, Marketing, International Business, Contract Negotiation, Account Management, International Sales, R&D, Market Analysis, Plastics, Business Planning, Resin, Competitive Analysis, Business Strategy, Direct Sales, Strategy, Management, Manufacturing, Business Development, Process Engineering, Continuous Improvement, B2B, Sales, Product Management, Process Simulation, Chemistry, Additives, Product Marketing, Raw Materials, Automotive, Negotiation, Lean Manufacturing, Sales Manager, P&L Management
Education
Northwood University 2004 — 2006
Executive MBA, Business Administration and Management, General
Ferris State University 1994 — 1998
B.A., Marketing and PTM
The Wharton School August 2013 - May 2015
Perella Weinberg Partners June 2014 - August 2014
International Finance Corporation (The World Bank Group) December 2010 - May 2013
DnB Markets July 2009 - August 2010
DnB Markets September 2007 - June 2009
Barclays Bank PLC 2006 - 2006
JM Morgan Stanley 2006 - 2006
Skills
Corporate Finance, Project Finance, Mergers, Investments, Equities, Structured Finance, Valuation, Financial Modeling, Equity Capital Markets, Investment Banking, Capital Markets, Development Financing, Term Sheets, Documentations, Negotiation, Communication, Equity Valuation
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), General Management and Finance
Singapore Management University 2003 — 2007
B.Sc., Economics, Second Major in Finance
Sardar Patel Vidyalaya 1999 — 2003
Wells Fargo March 2014 - Present
Capital One September 1997 - 2014
Chevy Chase Bank September 1997 - August 2009
First Union Nat'l Bank January 1994 - September 1997
Mellon Bank July 1993 - January 1994
SunTrust Bank (Crestar Bank) April 1992 - June 1993
Barclays Bank PLC May 1989 - April 1992
Skills
Mortgage Lending, Commercial Lending, Finance, Loans, Consumer Lending, Asset Managment, Asset Management, Portfolio Management, Accounting, Wealth Management, Small Business Lending, Credit Analysis, Credit, Commercial Banking, Credit Risk, Treasury Management, Retail Banking, Lines Of Credit
Education
Adelphi University 1986 — 1989
MBA, Finance Banking and Economics
Mount Vernon College 1982 — 1986
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
HSBC Canada June 2012 - Present
HSBC Canada January 2011 - June 2012
HSBC Bank Canada February 2010 - December 2010
Barclays Bank Plc March 2008 - September 2009
State Bank of India Canada 2007 - 2007
Skills
Banking, Credit, Commercial Banking, Sales, Cash Management, Customer Service
Education
Berchman's Institute of Management Studies, Mahatma Gandhi University 2003 — 2005
MBA
Mahatma Gandhi University 2000 — 2003
B.com, Finance, Accounting..
Bank of New York Mellon Senior Associate/RMBNY MellonNovember 2007 - Present
JPMorgan Chase 1993 - 2006
Barclays Bank PLC February 1989 - March 1993
Skills
Securities, Structured Finance, Fixed Income, Capital Markets, Derivatives, Bonds, Investment Banking, Investments, Asset Management, Hedge Funds, Banking, Alternative Investments, Portfolio Management
Education
New School University
HSBC February 2015 - Present
HSBC 2012 - January 2015
Barclays Bank PLC June 2008 - September 2011
Merrill Lynch October 2006 - November 2007
Barclays Bank 2005 - 2006
Barclays Bank 2005 - 2005
Barclays Bank PLC 2004 - 2005
AkzoNobel June 2002 - September 2002
Nuffield Bursary - Young Scientist Project June 1998 - July 1998
Skills
Leveraged Finance, Credit, Corporate Finance, Banking, Mergers, Commercial Banking, New Business Development, Account Management, Business Planning, Finance, Portfolio Management, Structured Finance
Education
University of Birmingham 2000 — 2003
Natural Sciences, Biochemistry
PMV Research LLC 2011 - Present
Druker Capital 2007 - 2008
Rochdale Securities LLC 2000 - 2007
Petroleum Research Group, Inc. 1995 - 2000
John S. Herold, Inc. 1990 - 1995
NMB Postbank 1989 - 1990
Barclays Bank Plc 1988 - 1989
First Fidelity Bank 1986 - 1988
Education
Colgate University 1979 — 1983
A.B. Geology
University of Arizona 1983 — 1985
M.S. Mineral Economics
Barclays Bank PLC ManagerBarclays Capital1973 - 2008
Skills
Derivatives, Fixed Income, Capital Markets, VBA, Credit Risk, Investment Banking, Financial Modeling, Securities, Trading, Financial Services, Financial Structuring, Trading Systems, Structured Finance, Market Risk, Credit Derivatives, Banking, Hedge Funds, Risk Management, Portfolio Management
Education
Fairleigh Dickinson University 1997 — 1999
Rosenthal Collins Group January 2012 - Present
Nucoal Energy Corp 2009 - 2012
Musket Corp 2006 - 2009
The Plastics Exchange 2004 - 2006
NRG Energy 2001 - 2004
Frontier Risk Management 1995 - 2000
Barclay's Bank PLC 1992 - 1995
Skills
Commodity Markets, Commodity, Hedging, Energy Markets, Financial Analysis, Trading, Natural Gas, Financial Modeling, Petroleum, Risk Management, Options, Derivatives, Renewable Energy, Energy, Hedge Funds, Analysis, Financial Risk, Chemical Technology, Financial Markets, Chemistry, Trading Systems, Project Finance, Market Risk
Education
Emory University
PhD, Chemistry
The Johns Hopkins University
BA, Chemistry, History
The University of Chicago Booth School of Business
MBA, FInance, Statistics
Roberge Painting Company, Inc. September 1997 - Present
GE Capital Commercial Finance Division 1993 - 1997
Barclays Bank PLC 1990 - 1993
Skills
Budgets, Strategic Planning, Financial Analysis, Negotiation, Business Strategy, Project Management, New Business Development, Business Development, Mergers
Education
Georgetown University 1982 — 1985
BA, Economics
University of Hartford
MBA Program
Barclays Investment Bank April 2013 - Present
Barclays Investment Bank April 2013 - Present
Lehman Brothers January 1998 - December 2012
Société Generale Bank & Trust SA June 1996 - December 1997
CHU FEE CORP d November 1995 - July 1997
Sakura Bank LTD October 1989 - June 1996
Barclays Bank PLC November 1979 - November 1989
Skills
Trading, Fixed Income, FX, Front Office, Prime Brokerage, Middle Office, Front to Back Office, Currency, FX Options, Investment Banking, Back Office, Securities, Foreign Exchange, Liquidity Management, Credit Derivatives, Options, Swaps, Treasury, Capital Markets
Education
Pace University 1982 — 1985
AAS, Finance
meredith financial group June 2004 - Present
The Ridgewood Group June 1989 - Present
Power Air Corp 2006 - April 2009
prudential securities inc 1984 - 1989
barclays bank plc 1982 - 1984
toronto dominion bank 1975 - 1982
Skills
Private Equity, Banking, Hedge Funds, Alternative Investments, Venture Capital, Project Finance, Private Placements, Capital, Emerging Markets, Funding, Investor Relations, Securities, IPO, Fixed Income, Financial Structuring, Capital Markets, Corporate Development, M&A experience, Start-ups, Corporate Finance, Valuation, Strategic Planning, Structured Finance, Trading, Financial Modeling, Restructuring
Education
Harvard Business School 1972 — 1974
mba
Colgate University 1966 — 1970
ab
Rodgers Brothers, Inc. March 1998 - Present
Barclays Bank PLC March 1983 - March 1998
Skills
Investments, Portfolio Management, Due Diligence, Mergers & Acquisitions, Equities, Fixed Income, Capital Markets, Valuation, Risk Management, Private Equity, Banking, Investment Banking, Hedge Funds, Financial Modeling
Education
Bowling Green State University
Master of Business Administration (M.B.A.), Finance, General
New York Unviversity (School of Continuing Education)
Master of Science (M.S.), Real Estate
Penn State University
Bachelor of Science (BS), Business Administration and Management, General
Magnetar Capital LLC March 2006 - March 2013
Citadel Investment Group December 2000 - June 2005
Bear Stearns March 1998 - December 2000
Gen Re June 1992 - May 1997
Barclays Bank PLC September 1988 - April 1992
Milbank, Tweed, Hadley & McCloy LLP August 1985 - July 1988
Skills
Hedge Funds, Derivatives
Education
New York Law School 1981 — 1985
JD, Law, Magna Cum Laude
University of Michigan 1966 — 1967
MA, English
Simmons College 1962 — 1966
BA, English, Summa Cum Laude
BroadSpan Capital January 2002 - Present
Barclays Bank PLC 1980 - 2002
Skills
Emerging Markets, Investment Banking, Private Equity, Corporate Finance, Valuation, Mergers & Acquisitions, Business Strategy, Financial Modeling, Equities, Management, Mergers, Capital Markets, Venture Capital, Divestitures, Financial Structuring, Restructuring, Business Valuation, Start-ups, Structured Finance, Hedge Funds, Due Diligence, Portfolio Management, High Net Worth..., Business Planning, Asset Management, Commercial Finance, Latin America, Board Level, Wealth Management, Banking
Education
Spring Hill College 1964 — 1968
BS Economics
Wells Fargo Securities June 2013 - Present
Barclays Bank PLC May 2004 - May 2013
Dresdner Kleinwort Wasserstein May 2001 - May 2004
Banc of America Securities July 1998 - May 2001
Salomon Smith Barney June 1996 - June 1998
Skills
Hedge Funds, Counterparty Risk, Credit Risk, Risk Management, Funding, Fixed Income, Derivatives, Capital Markets, Credit Derivatives, Market Risk, Structured Products, Investment Banking, Equity Derivatives, Structured Finance, Swaps, FX Options, Bloomberg, Securitization, Alternative Investments, Equities, Credit Analysis, Private Equity, Hedging, Credit, Prime Brokerage
Education
Columbia University - School of International and Public Affairs 1994 — 1996
Master of Arts (MA), Political Economy
Tufts University 1988 — 1992
Bachelor of Arts (BA), Political Science and Government
Barclays Bank PLC December 1984 - Present
National Westminster Bank December 1980 - December 1984
Skills
Fixed Income, Investment Banking, Capital Markets, Derivatives, Hedge Funds, Credit Derivatives, Structured Products, Structured Finance, Middle Office, Risk Management, Financial Markets, Emerging Markets, Securitization, Banking, Back Office, Syndications, Credit Risk, Loans, ABS, Business Analysis
Education
Stony Brook University 1976 — 1980
BA, Political Science
Cummings & Lockwood LLC March 2004 - Present
Bessemer Trust December 1992 - April 1998
Barclays Bank PLC February 1991 - December 1992
Bankers Trust Company September 1986 - February 1991
Skills
Tax, Management, Accounting
Education
Queens College 1975 — 1979
Bachelor's Degree, Accounting
Let's Get Ready Executive DirectorThe ALS Association Greater New York Chapter1996 - 2002
Barclays Bank PLC 1987 - 1996
Skills
Fundraising, Program Development, Event Planning, Community Outreach, Non-profits, Board Development, Grant Writing, Volunteer Management, Nonprofits
Education
Georgetown University Law Center
JD
University of Pennsylvania
B.A. and M.A.
BNY Mellon March 2009 - Present
SMBC Capital Markets, Inc. February 1991 - January 2008
Barclays Bank PLC September 1987 - February 1991
Manufacturers Hanover Trust Company, New York June 1982 - September 1987
Education
Queens College 1978 — 1982
BA, General Studies
South Africa June 2015 - Present
Citi February 2014 - Present
Citi November 2010 - February 2014
Central Bank Of India June 2009 - December 2009
Barclays Bank Plc May 2008 - June 2008
HDFC Bank August 2006 - January 2007
Citigroup Global Services Ltd October 2004 - June 2006
Skills
Certified Fraud Examiner, Internal Audit, Manage Client..., Anti Money Laundering, Customer Service, Compliance, Portfolio Management, Sales, Retail Operations, Timely Decision Making, Organized Multi-tasker, Business Strategy, Business Process..., Banking, Retail Banking, Investment Banking, Financial Modeling, Financial Services, Auditing, CRM, Wealth Management
Education
Welingkar Institute of Management 2007 — 2009
MBA/PGDM
Mithibai College 2001 — 2004
B.Com, Commerce
Our Lady Of Remedy High School 1991 — 2001
RJ Reynolds November 2012 - Present
Unilever June 2011 - November 2012
Merck 2010 - 2011
AT&T Mobility 2009 - 2010
GE Infrastructure 2007 - 2009
Barclays Bank PLC 2004 - 2006
NCR Corporation 2004 - 2004
Tejaswi Info Innovations 2001 - 2004
Skills
Data Warehousing, Enterprise Architecture, Business Intelligence, Business Analytics, Database Design, ETL, Teradata, Microstrategy, Informatica, Erwin, Data Integration, SDLC, Performance Tuning, Databases, Master Data Management, Data Architecture, Unix Shell Scripting, Data Analysis, Oracle, Data Warehouse..., Business Objects, PL/SQL, Dimensional Modeling, OBIEE, SQL Tuning, Solution Architecture, Physical Data Modeling, SQL, Data Migration, DB2, Testing, Data Quality, OLAP, SSIS, Team Leadership, Semantic Modeling, Agile Methodologies, Project Management
Education
Osmania University 1996 — 1999
Master of Computer Applications, Computer Architecture, Database Design, Analysis Of Algorithms, Accounting & Financial Management
Osmania University 1996 — 1999
Bachelor of Science (B.Sc.), Mathematics
Columbia Sussex Corporation January 1997 - Present
Huntington National Bank September 1995 - December 1996
Hong Kong and Shanghai Banking Corporation February 1993 - September 1995
Barclays Bank PLC August 1990 - February 1993
Skills
Strategic Planning, Financial Analysis, Budgets, Financial Modeling, Contract Negotiation, Banking, Negotiation, Team Building, Leadership, Hospitality
Education
Ohio Wesleyan University 1986 — 1990
BA, Economics
International School of Kuala Lumpur 1973 — 1986
7822 Collins Corporation November 2010 - Present
Royal & Sun Alliance June 1991 - March 2005
Royal & SunAlliance 1991 - 2005
Royal & SunAlliance 1991 - 2005
Barclays Bank PLC May 1984 - May 1991
Education
Fordham University
BS, Chemistry
New York University
MS, Environmental Engineering
UBS Investment Bank 2005 - Present
Lehman Brothers 1997 - 2005
Barclays Bank PLC October 1995 - March 1997
Kidder Peabody 1988 - 1995
Shearson Lehman Hutton 1985 - 1988
Skills
US broker dealer..., Equities trading and..., Electronic trading..., Securities Regulation, Futures regulation, Compliance, Legal Advice, Broker-Dealer, Equity Trading, Electronic Trading, Derivatives, Securities, Hedge Funds, Equities, Prime Brokerage, Financial Markets, Trading, Investment Banking, FINRA, Structured Products, Securities Lending, Fixed Income
Education
Boston University School of Law
Juris Doctor
Smith College
Bachelors, American Studies
Jefferies & Company Global Head of IndustrialsJefferies & CompanyFebruary 2011 - November 2013
Blackstone April 2009 - March 2011
UBS Securities April 2002 - March 2009
Chase Manhattan (now: JP Morgan Chase) 1991 - 2002
Henry Ansbacher June 1988 - December 2001
Chase Securities, Inc. 1991 - 2001
Barclays Bank PLC September 1984 - June 1988
Education
University of Birmingham 1981 — 1984
physics
University of Birmingham 1981 — 1984
physics
Sherburn High School 1974 — 1981
The Vanguard Group 2007 - Present
Brown Brothers Harriman 2001 - 2007
Deutsche Bank (acquired Bankers Trust) September 1997 - September 2000
Barclays Bank PLC 1996 - 1997
J.P. Morgan 1988 - 1996
Skills
General Management, Banking, Client Relationship..., Client Development, Mutual Funds, Risk, Client Service, Financial Risk, Leadership, Client Services, Product Management, Financial Services, Relationship Management, CRM, Management, Managing Distribution..., Strategy, Cash Management
Education
Fuqua School of Business, Duke University 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Susquehanna University 1984 — 1988
BS Business Administration, Finance and Information Systems
Federal Deposit Insurance Corporation October 2009 - Present
Federal Reserve Bank of New York January 2005 - October 2009
Alliance Capital Management Corporation June 1998 - January 2005
Barclays Bank PLC April 1992 - June 1998
Bear Stearns September 1990 - April 1992
Skills
Fixed Income, Derivatives, Credit Risk, Financial Risk, Investment Banking, Investments, Banking, Portfolio Management, Finance, Credit, Securities, Financial Modeling, Financial Analysis, Bonds
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Finance, Accounting
City University of New York-Brooklyn College 1986 — 1990
Bachelors of Science, Business, Mgmt & Finance
Barclays Bank PLC February 2008 - September 2009
ICICI Bank May 2006 - February 2008
Skills
Credit Cards, Credit Risk, Management, Retail Banking, SAS, MIS, Analytics, Banking, Business Analysis, Credit Analysis, Financial Risk, Credit, Portfolio Management, Business Strategy
Education
Department of Management Sciences, University of Pune (PUMBA)
Master of Business Administration (MBA), Finance
Institute of Cost and Works Accountants of India - ICWAI
Robbinsville HS Lacrosse 2010 - Present
Serenity Medical Spa 2005 - 2013
Computer Plus 2000 - 2004
Mercer County Community College 1998 - 1999
Merrill Lynch 1992 - 1996
O'Neill Communications Inc. 1988 - 1992
Barclays Bank PLC 1984 - 1988
Skills
Customer Service, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, Social Media, Event Planning, Strategic Planning, Leadership, Team Building, Fundraising, Office Management, Software & Hardware...
Education
Siena College 1981 — 1984
Bachelor of Arts (BA), English/Marketing
South Side Senior High School, Rockville Centre, NY 11570 1977 — 1980
New York Regents Diploma, General Studies
Internal Revenue Service June 2010 - Present
KPMG LLP March 2008 - May 2009
J.P. Morgan Chase & Co. September 2005 - February 2008
KPMG May 1999 - September 2005
Daiwa Bank April 1990 - May 1999
Touche Ross & Co. December 1987 - April 1990
BOEHRINGER INGELHEIM PHARMACEUTICALS, INC June 1985 - December 1987
Barclays Bank PLC December 1978 - June 1985
Skills
Corporate Tax, Tax Compliance, Tax, Tax Accounting, Tax Law, Auditing, Income Tax, Transfer Pricing
Education
Pace University - Lubin School of Business 1988 — 1991
Advanced Professional Certificate, Taxation
Fordham University
B.S., Accounting
LIU Post
M.B.A., Business Administration
Credit Industriel et Commercial, New York May 2015 - Present
Barclays Bank PLC April 2008 - May 2015
Royal Bank of Scotland, New York April 2004 - April 2008
Israel Discount Bank, New York 2003 - April 2004
Commerzbank AG, New York May 1990 - September 2001
Skills
Bilingual in French, Fluent in Spanish, Working knowledge of..., Investment Banking, Letters of Credit, Fixed Income, German, Banking, Derivatives
Education
New York University 1977 — 1982
Comparative Literature
Georgetown University 1976 — 1977
French Language and Linguistics
Union College 1973 — 1976
BA, Comparative Literature / European History
Spring Valley Senior High School, Spring Valley, NY 1969 — 1973
Honors Diploma - National Honor Society Member, College/University Preparatory and Advanced High School/Secondary Diploma Program
Pensionnat Marie-Therese, Grand-Lancy 1962 — 1969
Cheboygan Tap & Tool Company 1992 - Present
Barclays Bank PLC 1986 - 1992
Education
The Ohio State University 1977 — 1978
M.B.A., Finance
John Carroll University 1973 — 1977
B.S. in B.A., Finance, Economics & Accounting
New York Life Insurance Company February 2009 - Present
JP Morgan Chase Bank January 2007 - January 2008
The Bank of New York January 1996 - January 2006
Union Bank of Switzerland March 1990 - August 2000
BNY Mellon 1997 - 2000
Barclays Bank, PLC January 1992 - January 1996
Barclays January 1990 - January 1992
Chase Manhattan Bank January 1987 - January 1990
Bankers Trust Company January 1974 - January 1987
Skills
Fixed Income, Portfolio Management, Mergers & Acquisitions, Financial Services, Mutual Funds, Investments, Finance, Insurance, Relationship Management, Trading, 401k, Accounting
Education
Pace University
Bachelor of Business Administration, General Business
McGill University November 2012 - Present
McGill University June 2011 - Present
McGill University January 2010 - May 2011
Emirates Marine Environmental Group (EMEG), Dubai, UAE. August 2009 - September 2009
Canadian Business Council November 2008 - December 2008
Barclays Bank PLC October 2008 - November 2008
Skills
Alumni Relations, Stewardship, Fundraising, Event Planning, Volunteer Management, Non-profits, Research, Event Management, Grant Writing, Social Media, Community Outreach, Marketing, Public Speaking, Nonprofits, Management, Program Management, Time Management, Editing, Strategic Planning
Education
McGill University 2004 — 2009
Bachelor of Commerce, Economics
Karachi Grammar School
5 A's and 5 B's
Karachi Grammar School
2A’s and 1 B
Barclays Bank PLC October 2007 - Present
Lehman Brothers 2007 - 2007
Caxton Associates 2003 - 2006
Citigroup Asset Management 2001 - 2001
Skills
FX Options, Derivatives, Microsoft Excel, Securities, Structured Products, VBA
Education
New York University 1998 — 2002
Finance/ Information Systems
The Bank of Castile, a subsidiary of Tompkins Financial Corporation 2011 - Present
The Bank of Castile, a subsidiary of Tompkins Financial Corporation 2003 - 2011
Sleepy Hollow Bank 2000 - 2003
The Bank of New York 1992 - 2000
Barclays Bank PLC 1990 - 1992
Skills
Commercial Banking, Commercial Lending, Customer Service, Retail Banking, Consumer Lending, Branch Management, Loans, Small Business Lending, Branch Banking, Credit, Banking, Cross Selling, Loan Origination, Credit Analysis, Microsoft Excel, Refinance, Microsoft Office, Finance, Lines Of Credit, Credit Risk, Risk Management, Financial Analysis
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Organizational Behavior
Fordham University
Bachelor of Science degree (B.S.), Biology
Strategic Link Consulting November 2012 - Present
Purchasing Power May 2010 - November 2012
Barclays Bank PLC May 2008 - May 2010
Citibank May 2005 - May 2008
Manugistics June 2002 - May 2005
Skills
Predictive Modeling, SAS, Statistical Modeling, Risk Management, Analytics, Business Analysis, Business Process..., Business Process, Outsourcing, Process Improvement, Process Engineering, Financial Analysis, Program Management, Data Analysis, Credit Risk, Management, Business Intelligence, Financial Risk, Predictive Analytics, Quantitative Analytics
Education
Old Dominion University 2000 — 2002
MS, Statistics
McDonald's Corporation May 2014 - August 2014
Citibank March 2010 - April 2012
Barclays Bank PLC April 2008 - February 2010
ABN AMRO Bank N.V. June 2004 - February 2008
The World Bank May 2003 - September 2003
Societe Generale Corporate and Investment Banking - SGCIB May 2001 - September 2001
Skills
Portfolio Management, Financial Modeling, Project Management, Investments, Financial Analysis, Credit, Renewable Energy, Wealth Management, Relationship Management, Strategic Planning, Banking, Business Development, Management, Equities, Fixed Income, Analysis, Financial Services, Commercial Banking, Strategy
Education
Columbia University in the City of New York 2013 — 2015
Master's Degree, Sustainability Management
The College of William and Mary 2000 — 2004
Bachelor of Arts (B.A.), Economics and Government
CIBC May 2015 - Present
CIBC May 2012 - April 2015
Financial Corp February 2012 - April 2012
Horizon Data Services Limited July 2011 - September 2011
Total Credit Recovery Limited December 2010 - May 2011
TCI Bank Ltd December 2007 - March 2009
MicroFin (St. Lucia) Limited, St. Lucia January 2007 - November 2007
FirstCaribbean International Bank April 2005 - June 2006
FirstCaribbean International Bank November 2002 - December 2004
Barclays Bank PLC January 1999 - January 2002
Skills
Banking, Accounting, Microsoft Office, Supervisory Skills, General Ledger, Spreadsheets, Transaction Processing, ATM, Loans, Reconciliation, Payments, Credit, Cash Management, Customer Service, Customer Relations, Retail, Access, Process Improvement, Excel, Coaching, Business Analysis, Change Management, Outlook, Teamwork, Problem Solving, Process Engineering, SWIFT, Team Leadership, Administration, Word, Retail Banking, Database Administration, Microsoft Excel, Wealth Management, Account Reconciliation, Management, System Administration, SWIFT payments, Microsoft Word, Risk Management, Commercial Banking, Financial Risk, Operational Risk..., KYC, Mortgage Lending, AML, Relationship Management
Education
Monroe College 2009 — 2009
Bachelor, Business Administration
University of the West Indies 1998 — 1999
Certificate, Information Technology, Merit
University of London, UK 1983 — 1986
Certificate, Accounting, A
Industrial and Commercial Bank of China October 2012 - Present
Herald National Bank October 2008 - October 2012
HSBC Bank USA March 1990 - October 2008
Barclays Bank PLC 1977 - 1991
Skills
Trade Finance, Banking, Compliance, Letters Of Credit, AML, Risk Management, Correspondent Banking, Banking Operations, Syndications, Payments, Due Diligence, Operational Risk, Risk Analysis, Commodities, Credit, Risk, Letters of Credit, Credit Risk, Credit Analysis, Finance, Commercial Banking, KYC, Financial Risk, Trading, Commodity, Commercial Lending, Capital Markets, Cash Management, Loans, Core Banking, Portfolio Management, Corporate Finance, Cross Selling, Financial Institutions, Private Banking, Financial Structuring, Retail Banking, Treasury Management, Investment Banking, Wealth Management, Asset Based Lending, Project Finance, Operational Risk..., Derivatives, Financial Services
Education
Nassau Community College 1976 — 1978
Business Administration
Wantagh High School 1972 — 1975
High School
Bank of Communications July 2010 - Present
Barclays Bank PLC September 2008 - June 2010
Morgan Stanley Global Wealth Management February 2008 - September 2008
Skills
Risk Management, Financial Risk, Credit Risk, Operational Risk..., Market Risk, Financial Services, Banking, Portfolio Management, Credit, Financial Analysis, Investments, Wealth Management, Retail Banking, Loans, Financial Modeling
Education
Columbia Business School 2002 — 2004
MBA, Finance & Marketing
University of Virginia 1993 — 1997
Ph.D., Engineering
Fortune Consulting September 2001 - Present
John Richard Associates, Inc. 1997 - Present
Barclays Bank PLC 1992 - 1997
Adler Coleman & Co. Inc 1991 - 1992
Walsh Lowe and Associates Inc. 1985 - 1991
Skills
RFP, Program Management, Telecommunications, New Business Development, Management Consulting, Vendor Management, Business Strategy, Start-ups, Cloud Computing, Outsourcing, Executive Management, Strategic Planning, Microsoft Office, VoIP, Contract Negotiation, Strategic Partnerships, Professional Services, Business Development, CRM, Wireless, Strategy, Managed Services, Product Management, Mobile Devices, Consulting, IT Strategy, Solution Selling, SaaS, Integration, Entrepreneurship, Security
Education
Fairleigh Dickinson University 1971 — 1975
Business Administration and Management, General
LHS 69 1966 — 1969
Barclays Bank 2000 - 2003
Barclays Capital 1982 - 2003
Barclays Bank PLC 1980 - 2003
Continental Bank 1973 - 1982
Universidad de Panama 1968 - 1975
Skills
Structured Finance, Capital Markets, Investment Banking, Emerging Markets, Structured Products, Fixed Income, Wealth Management, Financial Structuring, Portfolio Management, Private Banking, Corporate Finance, Derivatives, Banking, Equities, Credit Risk, Financial Institutions, Treasury Management, Investments, Commodity, Private Equity, Valuation, Hedge Funds, Trade Finance, AML, Bloomberg, Alternative Investments, Project Finance, Credit, FX Options, Financial Markets, Financial Risk, Securities, Trading, Credit Analysis, Commercial Banking, Operational Risk..., Operational Risk, Financial Services, Asset Management, KYC, Due Diligence, Funding, Investment Advisory, Financial Modeling
Education
The Wharton School, University of Pennsylvania 1971 — 1973
MBA, Finance
Temple University 1966 — 1968
Master's degree, Economics
Saint Joseph's University 1962 — 1966
Bachelor of Science (BSc), Economics
UBS Financial Services Inc. October 2008 - Present
Morgan Stanley 2004 - 2008
Sensa Beverage 1993 - 2003
Barclays Bank PLC 1990 - 1992
Education
The George Washington University
Master of Business Administration (MBA), Finance & Investments
Case Western Reserve University
Bachelors of Science, Systems & Control Engineering
Baptist Health South Florida located in Miami, Florida November 2005 - Present
Barclays Bank PLC March 1988 - June 2002
Skills
Financial Analysis, Healthcare, Access, Financial Reporting, Risk Management, Project Management, QuickBooks, Outlook, Strategic Planning, Healthcare Management, PowerPoint, Management, Software Documentation, Hospitals, Accounting, Banking, Movex, Healthcare Information..., Microsoft Word, Spanish, Visio, Budgets, Forecasting, Microsoft Excel, Financial Modeling, Microsoft Office, Customer Service
Education
Barry University 2010 — 2012
Master of Arts (MA), Administration
CPA Alberta January 2015 - Present
Deloitte Canada October 2013 - November 2014
Deloitte Canada March 2010 - October 2013
Deloitte Canada August 2006 - March 2010
Computershare Trust Company of Canada August 2004 - August 2006
Computershare Trust Company of Canada July 2002 - August 2004
Barclays Bank PLC January 1992 - January 2002
Retail Branch Network Barclays Bank January 1985 - January 1992
Skills
Trusted Advisor, Human Resources, Performance Management, Coaching, Communication Skills, People Skills, Team Leadership, Onboarding, PeopleSoft, Development of Training..., Process Development, Benefits Administration, Training Delivery, Outstanding time..., Multi Tasking, Exceptional Listener, Payroll, Training, Employment Labour..., Recruiting and Selection, Employee Orientations, Employee Relations, Conflict Management, Disability Management, Performance Appraisal, Time Management, Formation
Education
The University of Calgary 2008 — 2011
Certificate in HR Management, Human Resources Management and Services
Sponne School
High School Diploma
SEI Investments 2004 - Present
BlackRock August 2002 - May 2004
JPMorgan Chase 1995 - 2002
Barclays Bank PLC 1989 - 1995
Skills
Portfolio Management, Investments, Mutual Funds, Financial Services, Equities
Education
Fairleigh Dickinson University
Bachelor of Science (BS), Finance, General
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance, General
Standard Chartered Bank November 2010 - Present
Barclays Bank PLC, Dubai - Africa Regional Office September 2008 - October 2010
Barclays Bank PLC July 2003 - August 2008
Standard Bank of South Africa Ltd March 1994 - June 2003
Swaziland Development and Savings Bank September 1991 - March 1994
Bank of Ghana March 1985 - June 1990
University of Cape Coast October 1982 - March 1984
Education
FinAfrica 1985 — 1986
Masters Degree in Banking and Finance, Banking and Finance
University of Cape Coast 1978 — 1982
B.Com, Finance and Administration
University of Cape Coast 1978 — 1982
Dip,Ed, Diploma in Education
University of Cape Coast 1978 — 1982
B.Com (Hons.); Dip.Ed, Bachelor of Commerce and Diploma in Education
Private Banking May 1995 - October 2002
Barclays Bank PLC January 1993 - January 1995
Barclay's Interpayment January 1991 - January 1993
Barclays Bank PLC January 1991 - December 1991
Education
City University of New York-Baruch College 1988 — 1991
Bachelors of Science, Marketing
City University of New York, Bernard Baruch College
KPMG 1998 - January 2013
PwC 1996 - 1998
Barclays Bank PLC 1994 - 1996
US Treasury 1991 - 1994
Chadbourne & Parke LLP 1982 - 1991
Skills
Transfer Pricing, Corporate Tax, Tax Research, Income Tax, Tax Advisory, Tax, International Tax, Tax Accounting, Financial Reporting, Due Diligence, Mergers & Acquisitions, US Tax, Partnership Taxation, Tax Law, SEC filings, Cross-border..., Private Equity, Restructuring, Finance, Corporate Law, Accounting
Education
New York University
LL.M., Taxation
Rice University
B.A., Economics
University of Chicago
Master of Arts (M.A.), Economics
University of Chicago Law School
Doctor of Law (J.D.), Law
Black Knight Financial Services November 2011 - Present
Mercer Management Consulting September 1997 - February 2000
Barclays Investment Bank September 1993 - September 1995
Barclays Bank PLC September 1988 - September 1993
Skills
Asset Management, Mortgage Lending, Portfolio Management, Loans, Financial Services, Mortgage Banking, Risk Management, Credit, Investments, Due Diligence, Capital Markets, Banking, Financial Modeling, Financial Analysis
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance, Economics, High Honors
University of Florida 1986 — 1988
BSBA, Business Administration and Management, General, With honors.
Chartered Institute of Arbitrators September 1998 - July 2011
BARCLAYS BANK PROPERTY HOLDINGS January 1994 - August 1998
BARCLAYS BANK PLC January 1990 - January 1994
Education
South Bank University 2000 — 2002
MSC, IT IN BUSINESS
University of Westminster 1993 — 1996
BA (HONS), BUSINESS STUDIES
Barclays Capital 2003 - Present
Barclays Bank PLC March 2001 - September 2003
Barclays April 1999 - March 2001
Hyder Consulting 1993 - 1997
Skills
Investment Banking, Fixed Income, Risk Management, Equities, Financial Risk, Derivatives, Structured Products, Credit Risk, AML, Capital Markets
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA
Plymouth University 1989 — 1993
BA, Business Studies
Freepoint Commodities August 2012 - Present
Societe Generale Energy May 2011 - August 2012
Barclays Bank PLC April 2007 - May 2011
Federal Energy Regulatory Commission September 2002 - April 2007
WilmerHale September 1999 - September 2002
U.S. Department of Justice September 1996 - September 1999
Volunteer Lawyers for the Arts 1995 - 1996
Skills
Legal Research, Derivatives, Litigation, Energy, Commodity, Regulations, Trading, Legal Writing, Management, AML
Education
Columbia University Law School 1993 — 1996
JD, Law
Stanford University 1985 — 1989
BA, Anthropology
Phillips Academy Andover 1981 — 1985
JPMorgan Chase February 2003 - January 2012
JPMorgan Chase February 1998 - February 2003
JPMorgan Chase November 1996 - February 1998
Barclays Bank PLC October 1994 - June 1996
Bank of Boston March 1988 - September 1994
Skills
Global Custody, Fund Accounting, Financial Services, Mutual Funds, Banking, SWIFT payments, Secuzities, Securities, Portfolio Management, Corporate Actions, Fixed Income, Management, Equities, Middle Office, Bloomberg, Back Office, Alternative Investments, Derivatives, Prime Brokerage, Fund Administration, Asset Management, Hedge Funds, Capital Markets, AML, FX Options, Series 7
Education
Rhode Island College 1982 — 1988
Pocono Arts Council May 2011 - Present
Edward Jones October 2007 - December 2008
Time Inc. February 2000 - January 2006
Time Inc. November 1996 - February 2000
Brishar Insurance January 1994 - January 1996
Barclays Bank, plc January 1988 - January 1990
Skills
Financial Consulting, Bookkeeping, Financial Analysis
Education
Various 2007 — 2008
Financial Services
Boston Institute of Finance 2006 — 2006
Certificate, Financial Planning
Pennsylvania Association of Notaries 2006 — 2006
Notary Public License
Jackson Hewitt 2005 — 2005
Certificate, Introduction to Income Tax Preparation
Baruch College 1992 — 1994
BBA, Finance and Investments
Borough of Manhattan Community College 1990 — 1992
AA, Business Administration
Prudential Fixed Income January 2008 - September 2013
Merrill Lynch International May 2007 - December 2007
Deutsche Bank AG October 2005 - May 2007
Citi December 2003 - September 2005
Barclays Bank PLC July 2003 - November 2003
Lehman Brothers September 2001 - July 2003
Skills
Mutual Funds, Fixed Annuities
Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.)
Regions Financial Corporation September 2014 - Present
RBS Citizens Financial Group April 2014 - August 2014
RBS Citizens Financial Group November 2006 - April 2014
Sovereign Bank March 2000 - November 2006
BankBoston October 1996 - March 2000
BayBank October 1992 - October 1996
Barclays Bank PLC December 1986 - January 1992
Education
Boston College - Carroll School of Management
MBA
Northeastern University
B.S./B.A.
Berklee College of Music
Wells Fargo Securities July 2010 - Present
Wells Fargo Securities 2010 - Present
PS Global Docs, LLC (formerly, PS Bergin, LLC) January 2001 - January 2010
Long Term Capital Management, LP (JWM Partners) August 1998 - February 2000
FLEETBOSTON – formerly BANKBOSTON, NA April 1997 - August 1998
ING BARING (U.S.) CAPITAL MARKETS, INC. March 1996 - April 1997
DEUTSCHE BANK AG October 1992 - March 1996
Banca Della Svizzera Italiano (BSI) February 1991 - October 1992
BARCLAYS BANK PLC March 1989 - February 1991
Skills
Derivatives, Structured Finance, ISDA, Software Documentation, Capital Markets, Derivatives Trading, Credit, Risk Management, Fixed Income, Dodd-Frank
Education
Long Island University, C.W. Post Campus 1982 — 1986
Bachelor of Arts (BA), English Language and Literature, General
Stola Engineering NA LLC April 2012 - Present
Vehicle Engineering & Design May 2011 - March 2012
Kroll Inc April 2009 - April 2011
Barclays Bank PLC July 2008 - March 2009
Eptec Pty Ltd March 2008 - July 2008
Education
Oakland University 2013 — 2014
Master of Business Administration (MBA)
New South Wales University 2008 — 2008
Campus Abroad Program
Luigi Bocconi Business School 2006 — 2008
Master of Science
Luigi Bocconi Business School 2003 — 2006
Bachelor's degree
International Finance Bank (IFB) November 2014 - Present
Espirito Santo Bank August 2013 - October 2014
Ocean Bank June 2013 - July 2013
Great Eastern Bank of Florida September 2005 - April 2013
Merill Lynch Bank and Trust Company 2000 - August 2005
Barclays Bank PLC 1994 - 2000
Ocean Bank 1986 - 1994
Skills
Banking, Wealth Management, Letters of Credit, Compliance, Loans, Risk Management, AML, Credit, KYC, Financial Risk, Credit Risk, Financial Institutions, Bank Secrecy Act, Securities, Financial Services, Investments, Mutual Funds, Operational Risk, Operational Risk..., OFAC, Commercial Lending, USA PATRIOT Act, Fraud, Anti Money Laundering
Education
Ashford University
Master of Business Administration (M.B.A.), Finance
Barry University
Bachelor of Science (B.S.), Professional Business Administration
Miami Dade College
Associate of Science (A.S.), Financial Services