BondDesk Group LLC
Industry: Software company
DescriptionFounded: 1995 Parent organization: Tradeweb Markets LLC Subsidiaries: Tradeweb Direct LLC, BondDesk Trading LLC, BNX LLC, Tech Hackers, LLC
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BondDesk Group LLC Employees
Wells Fargo December 2012 - Present
Williams-Sonoma, Inc. February 2012 - December 2012
County of Marin January 2012 - December 2012
Autodesk July 2011 - January 2012
SocialBizNow July 2008 - July 2011
NeighborhoodNow.com 2004 - July 2011
BondDesk Group LLC October 2001 - August 2008
BondNexus October 2000 - October 2001
Multiple Companies July 1996 - October 2000
City of Toronto September 1991 - February 1994
Skills
Social Media, Social Media Marketing, Web Design, web, Web 2.0, Web Analytics, Web Development, Facebook, Published Author, Online Marketing, Online Advertising, Blogging, Blog Marketing, entrep, Business Analysis, Business Strategy, Web Applications, Product Development, Technical Training, Social Design, Online Communities, Community Sites, Strategy, Affiliate Marketing, SEO, Analytics, Email Marketing, E-commerce, Entrepreneurship, Google Analytics, Advertising, Marketing, User Experience, Leadership, Agile Methodologies, Social Networking, Content Strategy, SDLC, SEM, CRM, Web Marketing, Team Leadership, Website Development, Product Management, PPC
Education
University of Arizona 1982 — 1985
Bachelor of Architecture
University of Manitoba 1978 — 1981
Bachelor of Environmental Studies
BondDesk Group LLC September 2011 - February 2012
BondDesk Group LLC 2012 - 2012
Education
Brooklyn College
Business Administration and Management, General
KapStone Paper and Packaging Corporation January 2014 - Present
Longview Fibre February 2012 - December 2013
Stone & Youngberg August 2006 - February 2012
Plum Creek February 2002 - August 2006
BondDesk Group LLC May 1999 - February 2002
Seattle-Northwest Securities Corporation 1995 - 1999
Skills
Strategic Planning, Process Improvement, Management, Leadership, Project Management, Outsourcing, ERP, Analysis, Training, Enterprise Architecture, Executive Management, Governance, Finance, Sales, Analytics, Agile Methodologies, Business Analysis, Strategy, Financial Modeling, Risk Management, Mergers, Team Building, Investments, Business Strategy, Customer Service, Asset Managment, Program Management, Budgets
Education
The University of Montana - School of Business Administration 1987 — 1991
Bachelor of Science, Finance
BNY Mellon- Global Markets February 2013 - Present
BONDDESK TRADING LLC July 2011 - January 2013
Wall Street Access May 2010 - August 2011
BondDesk Group LLC 2008 - May 2010
Merrill Lynch August 2005 - April 2008
SALOMON SMITH BARNEY, INC June 2001 - August 2001
Skills
Trading, Bloomberg, Series 24, Securities, Trading Systems, Derivatives, Capital Markets, Market Data, Hedge Funds, Electronic Trading, Fixed Income
Education
Clemson University
MBA
University of Massachusetts, Amherst 1997 — 2002
BA, Finance
Università per Stranieri di Siena
Bachelor of Arts
Almond Hartzog Gallery March 2010 - July 2013
BondDesk Group LLC January 1998 - December 2009
Spanish Box November 1995 - February 1997
FOOD HOUSE Gallery May 1992 - August 1995
Skills
Graphic Design, Contemporary Art, Interior Design, Creative Direction, Furniture, Illustration, Fine Art, Marketing, Adobe Creative Suite, User Interface, User Experience, Logo Design, Photography, Securities, Bond Markets, Design Strategy, Sketching, Web Design, User Interface Design, Start-ups, Entrepreneurship, Design Thinking
Education
Art Center College of Design
Master of Fine Arts (MFA), Fine and Studio Arts
Otis College of Art and Design
Bachelor of Fine Arts (BFA), Fine and Studio Arts
Westmont College, Santa Barbara, CA
Bachelor of Fine Arts (BFA), Business and Economics
Institute Le Rosey, Switzerland
Sports Authority October 2013 - Present
The Sports Authority April 2006 - October 2013
WellPoint June 2004 - March 2006
Medco April 2003 - June 2004
MSC Software August 2002 - December 2002
Experi-Metal Inc. February 2002 - July 2002
General Motors November 2001 - February 2002
BondDesk Group LLC May 2001 - October 2001
General Motors May 2001 - October 2001
Skills
Business Process..., Access, Team Leadership, Visio, Business Analysis, Process Improvement, Software Documentation, Business Intelligence, Requirements Analysis, Project Management, Data Analysis, Vendor Management, Integration, Analysis, Program Management, Quality Assurance, Systems Analysis, Team Building, Cross-functional Team..., Budgets, Management, Change Management, Inventory Management, Troubleshooting, JDA
Education
Keller Graduate School of Management of DeVry University 2004 — 2005
Masters, Information Systems Management
DeVry University 1996 — 1999
Bachelor, Business Information Systems
Parkside Lending April 2014 - Present
Angel Island Conservancy August 2006 - Present
BondDesk Group LLC June 2008 - January 2014
REX & Co. June 2006 - April 2008
Chela Education Financing, Inc. January 2004 - March 2006
Transamerica December 1995 - January 2004
Union Bank of California April 1993 - December 1995
Morrison & Foerster November 1986 - April 1993
Skills
Fixed Income, Bonds, Management, Trading, Securities, Mergers & Acquisitions, Capital Markets, Corporate Governance, Licensing, Start-ups, Securities Regulation, Entrepreneurship, Investments, Venture Capital, Venture Financing, Intellectual Property, Enterprise Software, Joint Ventures, Financial Regulation, Contract Negotiation, Licensing Negotiations, Corporate Law, Employment Law, Privacy Law, Corporate Development, Corporate Finance, Litigation Management
Education
University of California, Berkeley - School of Law 1983 — 1986
JD
University of California, Davis 1979 — 1983
BA, Economics
Sanctuary Wealth Services January 2015 - Present
AE Advisory May 2013 - Present
Silver Lake June 2014 - December 2014
BondDesk Group LLC March 2011 - April 2013
AE Advisory March 2009 - March 2011
Charles Schwab / Schwab Institutional 1980 - 2009
Skills
Securities, FINRA, Fixed Income, Equities, Trading, Fixed Income Trading, Bonds, Capital Markets, Series 7, Financial Markets, Series 63, Trading Systems, Mutual Funds, Investments, Financial Risk, Series 24, Due Diligence, Investment Advisory, Hedge Funds, Alternative Investments, Financial Advisory, Portfolio Management, Electronic Trading, Finance, Derivatives, Asset Management, Bloomberg, Options, Equity Trading, Structured Products, ETFs, Risk Management, Investment Management, Wealth Management, Financial Services, Prime Brokerage, FX Options, Investment Banking, Asset Allocation, Investment Strategies, Market Data, Emerging Markets, Private Equity, Proprietary Trading, Equity Research, Equity Derivatives
Education
University of California, Berkeley
Bachelor of Arts (BA), Political Economy
Quicken Loans April 2015 - Present
BondDesk Group LLC September 2012 - April 2015
Green Shield Canada July 2011 - September 2012
BondDesk Group LLC November 2000 - June 2011
Skills
SDLC, Trading Systems, Requirements Analysis, Visio, Business Analysis, SQL, Agile Methodologies, Oracle, Requirements Gathering, Troubleshooting, Software Development, Databases, Unix, Vendor Management
Education
Davenport University 2014 — 2016
Bachelor's Degree, Technology Project Management, Computer Info Systems
Project Management Institute 2010 — 2010
PMP Certification, Project Management Professional
St. Clair College 1999 — 2001
Information Technology
Tradeweb Direct (formerly BondDesk Trading) January 2008 - Present
BondDesk Group LLC September 2000 - December 2007
LPL Financial May 1999 - September 2000
Fixed Income Securities, Inc. January 1994 - May 1999
Skills
Fixed Income, Trading Operations, Trading, Bonds, Regulatory Compliance, Trade Compliance, Customer Service, Capital Markets, Finance, Analysis, Series 24, Series 7, Series 63, Electronic Trading, Fixed Income Technology, Investments, Bloomberg, Financial Markets
Education
Boston University 1983 — 1987
Bachelor's Degree, Business Administration and Management, General
Alambic Investment Management LP May 2013 - Present
CETIP 2009 - Present
IMATCHATIVE INC. May 2014 - Present
Advent international 2008 - December 2013
BondDesk Group LLC January 2008 - November 2013
BondDesk Group LLC November 2004 - January 2008
Bank of America Securities 1998 - 2004
BancAmerica Securities Inc. 1993 - 1998
Bank of America, BA Asia Ltd 1985 - 1989
Skills
Capital Markets, Bonds, Equities, Mergers & Acquisitions, Fixed Income, Securities, Investment Banking, Hedge Funds, Financial Services, Alternative Investments, Trading, Electronic Trading, Derivatives, Portfolio Management, Investments
Education
The Johns Hopkins University
VCE, the Virtual Computing Environment Company March 2014 - Present
Greencastle Bible Church 2015 - 2015
Greencastle Bible Church 2015 - 2015
Greencastle Bible Church 2015 - 2015
BondDesk Group LLC March 2001 - March 2014
Intermedia Communications January 2000 - March 2001
Applied Innovation Inc February 1998 - May 1999
US Army June 1991 - June 1996
Skills
Cisco Technologies, Routing, Virtualization, Data Center, Networking, Telecommunications, TCP/IP, BGP, Switches, VMware, Network Architecture, Servers, MPLS, Troubleshooting, SAN, EIGRP, OSPF, WAN, Information Technology, Switching, Load Balancing, High Availability, Telcom, Security, Datacom, Problem Solving, Service Providers, Collaborative Leadership, Cisco Nexus, EMC Storage, Data Center..., Data Center Architecture, Data Center Management, Data Center Relocation, Data Center Design, IT Service Management, Project Management, QoS, Technical Support, Routing Protocols, Ethernet, Infrastructure, Enterprise Software
Education
DeVry Institute of Technology 1997 — 1998
Computer Information Services
Gahanna-Lincoln High School 1988 — 1991
High School Diploma, General Studies
TD Ameritrade March 2013 - Present
BondDesk Group LLC May 2011 - January 2013
Tradeweb 2005 - 2009
Skills
Fixed Income, Electronic Trading, Bonds, Trading Systems, Bloomberg, Series 63, Series 7, Trading, Alternative Investments, Derivatives, Financial Markets, Capital Markets, Market Data, Asset Management, Risk Management, Equities, Mutual Funds, Hedge Funds, Investments, FX Options, Securities, Project Management, Portfolio Management, Series 24, Structured Products, Options
Education
Columbia University Teachers College 1999 — 2001
MA, Behavioral Psychology
Syracuse University 1994 — 1997
BA, Public Policy
GIS Marin, Inc. 2010 - Present
Focused Momentum / BlackRock iShares March 2013 - August 2014
BondDesk Group LLC 2011 - 2012
BondDesk Group LLC 2009 - 2010
BondDesk Group LLC 2008 - 2009
BondDesk Group LLC 2001 - 2008
BondDesk Group LLC 2000 - 2001
Allied Domecq 1987 - 2000
Skills
New Business Development, Corporate Development, Marketing Strategy, Electronic Trading, Fixed Income Trading, Series 7, Start-ups, Start-up Consulting, New Markets Development, Business Expansion, Marketing, Strategic Planning, Establishing Strategic..., Relationship Management, New Product Development
Education
University of Michigan
Master of Business Administration (MBA), Finance / Marketing
University of Windsor
Honours Bachelor of Commerce (B.Com.), Finance / Marketing
University of Windsor
Bachelor's Degree, Industrial and Organizational Psychology
Babson College
Executive Program, Global Marketing Strategies
Tradeweb Direct, LLC November 2013 - Present
BondDesk Group LLC June 2012 - November 2013
Barclays Capital July 2009 - June 2012
Lehman Brothers June 2008 - August 2008
Skills
Series 7, Series 63, Trading, Equities, Fixed Income, Electronic Trading, Investments, Finance, Bloomberg, FX Options, Capital Markets, Hedge Funds, Bonds, Analysis, Credit
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
B.S., Finance
Wall Street Horizon June 2015 - Present
Convergex March 2014 - April 2015
BondDesk Group LLC June 2012 - November 2013
Trepp, LLC September 2010 - May 2012
NYFIX September 2007 - February 2010
ClariFI June 2006 - August 2007
Macgregor May 2000 - May 2006
Thomson Financial ESG (now Omgeo) April 1995 - April 2000
Skills
Marketing Strategy, Lead Generation, Direct Marketing, Investor Relations, Public Relations, Corporate Communications, Online Marketing, Social Media Marketing, Marketing Management, Event Management, Brand Development, Equities, Product Marketing, Financial Services, Strategy, Entrepreneurship, Marketing, Integrated Marketing, Strategic Communications, Leadership, Strategic Planning, Advertising, Internal Communications, Mergers & Acquisitions, Market Planning, Start-ups, Portfolio Management, Fixed Income, Strategic Partnerships
Education
University of Rhode Island - College of Business Administration
MBA, Marketing
Saint Lawrence University
BA, Economics
Choate Rosemary Hall
Charles River Associates January 2014 - Present
The BondFactor Company February 2009 - December 2013
BondDesk Group LLC January 2000 - March 2006
Goldman Sachs April 1990 - December 2000
Merrill Lynch July 1984 - March 1990
University of Colorado June 1982 - August 1982
United States Air Force: Space Defense Command June 1977 - May 1982
Skills
Derivatives, Valuation, Finance, Electronic Trading, Credit, Management Consulting, Financial Modeling, Strategy, Business Transformation, Organizational Design, Due Diligence, Business Process..., Business Strategy, Business Analysis, Strategic Consulting, Investment Banking, Fixed Income, Bonds, Capital Markets, Private Equity, Securities
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1982 — 1984
Master of Business Administration (M.B.A.), Finance, Fellowship recipient.
University of Colorado Boulder 1979 — 1982
Master of Business Administration (M.B.A.), Marketing, Graduated first in class.
United States Air Force Academy 1973 — 1977
Bachelor's Degree, Management, Top quarter academic order of merit.
ViSalus October 2014 - Present
Xperience Communications April 2013 - October 2014
Ally Financial Inc. March 2012 - January 2013
BondDesk Group LLC July 2011 - January 2012
ePrize November 2004 - July 2011
Kelly Services 2003 - 2004
Skills
Software Quality..., SDLC, Business Analysis, Visio, Analytics, Putty, Agile Project Management, Test Management, Quality Center, MS Project, CRM, JIRA, Test Case Generation, Information Architecture, Omniture, SQLyog, Bugzilla, CA Clarity, SoapUI, Email Marketing, Firebug, Unica Campaign, Splunk, ExactTarget, XPlanner, Device Anywhere, Morae, Microsoft Word, Microsoft Excel, PowerPoint, Waterfall, Watir, Axure
Education
Michigan State University
Bachelor of Science (B.S.), Consumer Merchandising/Retailing Management
Markov Processes International (MPI) March 2013 - February 2014
BondDesk Group LLC February 2012 - February 2013
FolioDynamix June 2011 - January 2012
WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES / UBS FIDUCIARY TRUST CO. December 2004 - June 2011
Fiserv / Checkfree Investment Services / Security APL June 1996 - December 2004
Skills
Asset Management, Retirement, 401k, Pensions, Wealth Management, Consultative Selling, Sales Management, Investments, Mutual Funds, Fixed Income, Product Development, Managed Accounts, Equities, Asset Allocation, Business Strategy, New Business Development, Financial Advisory, Employee Benefits, Marketing Strategy, Product Marketing, Product Management, Asset Managment, Financial Services, Managing Accounts
Education
University of Delaware 1990 — 1994
Dual Bachelor of Science Degrees, Business Administration; Finance and MIS
Tradeweb May 2014 - Present
BondDesk Group LLC May 2011 - April 2014
UBS Investment Bank 2006 - January 2009
BondDesk Group LLC 1999 - 2005
Goldman Sachs 1998 - 1999
Skills
Fixed Income, Capital Markets, Trading Systems, Derivatives, Financial Markets, Investment Banking, Bonds, Trading, Electronic Trading, Equities, Business Development, Change Management, Bloomberg, Hedge Funds, Structured Products
Education
State University of New York at Albany 1994 — 1998
Bachelor of Science (BS), Business
Emma willard 1990 — 1994
Financial Industry Regulatory Authority July 2013 - Present
BondDesk Group LLC July 2012 - April 2013
DTCC December 2010 - July 2012
UBS 2003 - 2010
UBS 1998 - 2003
UBS 1995 - 1998
SMBC Capital Markets (previously Sakura Global Capital) 1990 - 1995
Skills
Product Management, Fixed Income, Product Operations, Equity Capital Markets, Strategic Planning..., Change Management, Securities Lending, P&L Management, Presentation Development, Matrix Management, Client Engagement, Driving Revenue, Trading Systems, Strategic Planning, Derivatives, Equities, Capital Markets, Customer Engagement, Securities, Relationship Management, Financial Services, FINRA, Cross-functional Team..., Series 7, Electronic Trading, Leadership, Compliance, Bonds, Financial Markets, Credit, Management, Business Process, Wealth Management
Education
Franklin Covey
Certified Facilitator
University of Rochester
BA, Mathematics, Economics
Mount Holyoke College
St. Paul's School
Tradeweb February 2014 - Present
Fixed Income Solutions LLC January 2012 - September 2013
GLMX June 2011 - September 2011
BondDesk Group LLC September 2004 - October 2010
Sales Performance Services June 2002 - August 2004
Instinet Fixed Income March 1998 - June 2002
UBS Securities LLC January 1993 - May 1997
Donaldson, Lufkin & Jenrette, Inc. March 1990 - January 1993
Drexel Burnham Lambert February 1984 - March 1990
Kidder Peabody January 1980 - February 1984
Skills
Fixed Income, Electronic Trading, Capital Markets, Trading, Equities, Series 7, Bonds, Trading Systems, Securities, Derivatives, Hedge Funds, Financial Markets, Financial Modeling, Equity Trading, Trading Strategies, Investment Strategies, FX trading, Commodity, Risk Management, Investment Management, Financial Services, Alternative Investments, Start-ups, Strategy, Series 63, Emerging Markets, Banking, Options, Quantitative Finance, Bloomberg, Structured Products, Proprietary Trading, Valuation, Market Data, Asset Management, Relationship Management, Structured Finance, Private Equity, Product Management, Portfolio Management, Credit Risk, Financial Risk, Investment Banking, Investments, Investment Advisory, Mutual Funds, Wealth Management, ETFs, Equity Derivatives, FX Options
Education
University of Pittsburgh 1970 — 1974
BA, Political Science & Economics
Woodbridge Copywriting April 2012 - Present
Schoolcraft College September 2010 - Present
Gold Leaf Press October 2009 - April 2010
University of Nevada August 2006 - July 2009
University of Nevada August 2006 - July 2009
University of Nevada August 2006 - December 2006
TEKsystems 2002 - 2003
BondDesk Group LLC September 2000 - August 2002
FANUC Robotics 1999 - 2000
Skills
Creative Writing, Writing, Technical Writing, Information Technology, Academic Writing, Academia, Teaching, Proofreading, Research, SEO copywriting, Training, Poetry, Higher Education, Copy Editing, Blogging, Literature, Grant Writing, Tutoring, Journalism, Newsletters, Books, College Teaching, Grammar, Press Releases, SEO Copywriting
Education
University of Nevada 2006 — 2009
Master of Fine Arts, Creative Writing 2009
University of Nevada-Las Vegas 2006 — 2009
MFA, English
Wayne State University 2003 — 2006
Bachelor's degree, English
Wayne State University 2003 — 2006
Bachelor of Arts, English 2006
Michigan State University 1995 — 1998
Intersections Inc. June 2013 - Present
Pet Pawfection June 2011 - Present
OSG March 2004 - Present
BondDesk Group LLC January 2012 - April 2013
OSG October 2010 - December 2011
Capital One December 2010 - March 2011
Amtrak March 2010 - September 2010
Flipswap, Inc. June 2009 - January 2010
FINRA February 2007 - May 2009
Fannie Mae, Finance & Portfolio Technologies March 2004 - December 2006
Skills
IT Strategy, Cloud Computing, Mobile Applications, Continuous Integration, J2EE, Enterprise Architecture, Agile, SOA, Java, Agile Methodologies, Java Enterprise Edition, Scrum, Web Services, XML, Software Development, Hibernate, System Architecture, Tomcat, Software Project..., Enterprise Software, Requirements Analysis, REST, SDLC, UML, Integration, Architecture, Databases, Oracle, Design Patterns, Spring, Application Architecture, Maven, EJB, Software Design, Software Engineering, Object Oriented Design, Mobile Devices, Unix, Agile Project Management, JSF, Architectures
Education
George Mason University 1997 — 2000
MS, Software Engineering
Virginia Tech 1988 — 1992
BS, Aerospace Engineering
Virginia Tech 1988 — 1992
Minor, Mathematics
Compass Point Partners April 2013 - Present
Source Capital Group April 2013 - Present
BondDesk Group LLC June 2012 - January 2013
Bonds.com, Inc. September 2008 - December 2011
Comerica Securities, Inc. July 2006 - September 2008
HIG Capital December 2005 - July 2006
ABN AMRO November 2001 - November 2005
Everest Capital May 2000 - September 2001
Evaluation Associates 1993 - 1995
Skills
Equities, Treasury, Options, Fund Of Funds, Corporates, Team-oriented, Municipal Bonds, CMOS, Fixed Income, Bonds, Hedge Funds, Emerging Markets, Series 24, Series 7, FINRA, Trading, Bloomberg, Mutual Funds, Securities, Investment Advisory, Series 63, Alternative Investments, Asset Management, Capital Markets, Investment Management, Electronic Trading, Investments, Wealth Management, Finance, Portfolio Management
Education
University of Miami - School of Business 1998 — 2000
MBA, Finance, Statistics
Bard College 1988 — 1992
BA, Political Science, Economics
American School in Japan 1983 — 1988
H.S., General Studies
Ameriprise Financial Services, Inc. March 2014 - Present
Multi-Bank Securities, Inc. April 2013 - March 2014
BondDesk Group LLC April 2012 - February 2013
BondDesk Group LLC August 2011 - March 2012
BondDesk Group LLC December 2010 - July 2011
Ameriprise Financial November 2008 - June 2010
H&R Block Financial Advisors February 2000 - October 2008
Olde Discount November 1993 - February 2000
Waterhouse Securities September 1988 - July 1993
Skills
Fixed Income, Securities, Portfolio Management, Sales, Financial Advisory, Management, Trading, Series 7, Series 63, Bonds, Series 24, Equities, Bloomberg, Capital Markets, Derivatives, Financial Services, Investment Strategies, Investments, Trading Systems, Risk Management, Options, Insurance, Strategic Financial..., Strategy, Finance, Financial Markets, Financial Analysis, Banking, Mutual Funds, Electronic Trading
Education
Eastern Michigan University 1982 — 1985
Bachelors, Finance - Investment Analysis
Ballyhoo Technologies LLC November 2008 - Present
tng worldwide February 2010 - June 2010
BondDesk Group LLC May 2009 - February 2010
Artemis Solutions Group June 2008 - November 2008
Skills
Drupal, MySQL, Web Development, CSS, Apache, XHTML, PHP, Software Development, Web Design, Web Project Management, Flash, HTML, Dreamweaver, Linux, Joomla
Education
Michigan State University 2007 — 2009
JPMorgan Chase & Co. October 2014 - Present
Bank of America February 2013 - October 2014
Bank of America July 2011 - October 2014
Bonddesk Group LLC April 2005 - August 2009
Skills
JavaScript, Java, SQL, Web Development, SDLC, PL/SQL, Python, Oracle, Databases, Trading Systems, Fixed Income, Agile Methodologies, SOA, Linux, Apache, Sybase, Web Applications, XML, Derivatives, Agile, Enterprise Architecture, Unix, Software Development, Distributed Systems, Data Analysis
Education
Columbia University in the City of New York 2009 — 2011
Masters, Statistics
Oakland University 2003 — 2006
Bachelor of Science (BS), Computer Science
AST Investor Services, LLC January 2011 - Present
American Stock Transfer & Trust Co LLC January 2011 - Present
Law Offices of David L. Becker November 2009 - January 2011
BNY Mellon Shareowner Services August 2005 - November 2009
Bank of New York Mellon August 2005 - November 2009
Mellon Securities LLC August 2005 - November 2009
Mellon Financial Corporation 2005 - November 2009
Davidson & Grannum LLP 2004 - 2005
BondDesk Group LLC 2000 - 2002
CIBC World Markets August 1997 - August 2000
Skills
Compliance, Risk, Litigation, Arbitration, Series 7, AML, Risk Management, Insurance, Privacy, OFAC, FINRA, Securities Law, Investigations, KYC, Securities, Equities, Series 24, Financial Services, Financial Regulation, Fixed Income, Fraud, Investment Advisory, Broker-Dealer, Securities Litigation, SEC, Internal Investigations, Regulations, USA PATRIOT Act, Operational Risk, Ethics, Financial Institutions, Investor Relations, Securities Regulation, Commercial Litigation, Financial Risk, Privacy Law, Mutual Funds, Bank Secrecy Act, FCPA, Series 63, Hedge Funds, Corporate Governance, Due Diligence, Corporate Actions, Capital Markets, Dodd-Frank, Alternative Investments, Options, Private Equity, Investment Company Act
Education
Emory University School of Law 1982 — 1985
Doctor of Law (J.D.)
Emory University 1978 — 1982
BA, Religion
DTE Energy 2015 - Present
ViSalus October 2013 - April 2015
ITT Technical Institute December 2013 - December 2014
ViSalus May 2012 - November 2013
BondDesk Group LLC September 2011 - January 2012
BondDesk Group LLC September 2006 - September 2011
Skills
Microsoft Visio, Microsoft Project 2010, Microsoft Office 2010, Microsoft SQL Server, JIRA, Toad 9.0, SQL, Putty, SnagIt, Quality Assurance, Visio, MS Project, Requirements Gathering, Testing, User Acceptance Testing, Business Analysis, Project Management, Web Applications, Regression Testing, Software Quality..., Software Documentation, Requirements Analysis, Business Requirements, Manual Testing, Troubleshooting, Oracle, Test Planning, Office 2010, Databases, Test Automation
Education
Walsh College of Accountancy and Business Administration 2007 — 2010
Master's degree, Information Technology Project Management
Northwood University 2000 — 2004
Bachelor of Business Administration (BBA), Management Information Systems, General
Secure-24 August 2015 - Present
Herr Pet Training LLC April 2008 - Present
Secure-24 May 2014 - August 2015
Secure-24 August 2013 - May 2014
Secure-24 February 2012 - August 2013
Modis September 2011 - February 2012
BondDesk Group LLC September 2001 - September 2011
Michigan Humane Society 2005 - 2008
Style Crest September 1999 - September 2001
millar elevator 1996 - 1999
Skills
Cisco Router..., Cisco Switch..., Storage Architecture, Cisco Unified..., Telecommunications, VMware Infrastructure, Storage Devices, UCS Blade Servers, Load Balancing, Routing, Data Center, Virtualization, Switches, WAN, Storage, Routers, VMware, Disaster Recovery, VPN, SAN, Network Design, Network Architecture, Storage Area Networks, Cloud Computing, VMware ESX, Data Center Architecture, Linux, Network Engineering, Unified Communications, Cisco Switches, Cisco IOS, Network Administration, Servers, LAN/WAN, vSphere, MPLS, Server Architecture, VoIP, TCP/IP, High Availability, BGP, IP Networking, LAN-WAN, Cisco Technologies, Cisco UCS, Cisco Routers, Cisco Call Manager, Cisco Nexus, Juniper, Firewalls
Education
Rochester College
BS, Computer Science Management
Medium March 2015 - Present
Medium April 2013 - Present
Together September 2012 - April 2013
Syllabuster December 2011 - September 2012
Prime November 2007 - September 2012
BondDesk Group LLC January 2009 - October 2009
Tower Automotive 2006 - 2008
Skills
mobile web, javascript, HTML, CSS, JavaScript, Mobile Applications, Web Applications, Web Development, Front-end, Mobile Devices, Mobile Internet
Education
Kettering University 2006 — 2011
Startups July 2014 - Present
BondDesk Group LLC March 2008 - June 2014
Moody's Analytics 2002 - 2008
Skills
Financial Markets, Capital Markets, Quantitative Finance, Portfolio Management, Quantitative Analytics, Financial Modeling, Fixed Income, Risk Management, Credit Risk, Bonds, Municipal Bonds, Government Bonds, High Yield Bonds, Derivatives, Financial Technology, Trading, Trading Systems, Alternative Trading..., Electronic Trading, Electronic Trading..., Bloomberg, Analytics, Data Science, Machine Learning, Business Intelligence, Data Mining, Tableau, Hadoop
Education
University of Pennsylvania - The Wharton School 1997 — 2002
Doctor of Philosophy (PhD), Finance and Financial Management Services
University of Illinois at Urbana-Champaign 1995 — 1997
Master's degree, Economics
Sharif University of Technology 1991 — 1995
BS, Electrical Engineering
InvestTech Systems Consulting January 2013 - Present
Tahoe Fixed Income LLC March 2012 - January 2013
BondDesk Group LLC February 2008 - February 2012
Context Capital Management. LLC December 2006 - February 2008
Brandes Investment Partners September 2004 - December 2006
Cramer Rosenthal McGlynn, LLC April 2003 - September 2004
Alliance Capital Management July 2002 - July 2003
Skills
Portfolio Management, Electronic Trading, Quantitative Analytics, Forecasting, Financial Statement..., Data Analysis, Account Reconciliation, Finance, Consulting, Fixed Income, Bloomberg, Equities, Analysis, Financial Analysis, Trading, Series 63, Bonds, Hedge Funds, Capital Markets, Securities, Financial Markets, Derivatives, Series 7, Trading Systems, Options
Education
University of San Diego 2010 — 2012
Master of Business Administration (MBA), Dual Emphasis: Finance and International Business
University of Rhode Island - College of Business Administration 1998 — 2002
Bachelor of Science, Finance, Economics
Brightwing August 2013 - Present
BondDesk Group LLC May 2009 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, C++, Negotiation, Editing, C, Java, Teamwork, Programming, SQL
Education
Oakland University 2009 — 2011
Master of Business Administration (M.B.A.), Managerial Information Systems and Finance
University of Michigan 2006 — 2009
Bachelor of Science (B.S.), Financial Mathematics
Quicken Loans February 2015 - Present
Tradeweb November 2013 - January 2015
BondDesk Group LLC March 2011 - November 2013
drip.fm January 2011 - October 2013
Vusion January 2008 - April 2009
The Right Resource January 2008 - September 2008
Trignos September 2007 - January 2008
Fixed Systems April 2002 - April 2007
Skills
JavaScript, PHP, CSS, MySQL, Web Applications, Linux, Git, Subversion, Web Development, E-commerce, Apache, CMS, HTML5, MVC, Java, Python, Node.js, PL/SQL
Education
University of Michigan-Dearborn 2000 — 2001
Electrical Engineering
Oakland Community College 2001 — 2004
Computer Information Science
Michigan State University April 2015 - Present
Agate Software, Inc. March 2014 - Present
GC Services October 2013 - March 2014
Visalus Sciences June 2012 - October 2013
BondDesk Group LLC June 2011 - March 2012
Medical Informatics Solutions LLC October 2010 - 2012
BondDesk Group LLC February 2009 - June 2011
BondDesk Group LLC July 2005 - February 2009
BondDesk Group LLC August 2004 - July 2005
Skills
Web Applications, Trading Systems, Process Improvement, Fixed Income, Business Communications, Release Management, Agile Testing, Manual Testing, Test Cases, Regression Testing, Business Requirements, Business Analysis, Project Coordination, Scrum, Requirements Gathering, Functional Requirements, Product Requirements, Enterprise Software, SDLC, Technical Support, Quality Assurance, Agile Methodologies, SQL, Requirements Analysis, Project Management, Integration, Visio
Education
Oakland University 2005 — 2007
Master of Arts (M.A.), Counselor Education/School Counseling and Guidance Services
University of Northern Colorado 2000 — 2001
Master of Arts (M.A.), Sport and Fitness Administration/Management
Northwood University 1996 — 2000
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Baker College of Auburn Hills 2010 — 2012
Information Technology/Security
Microsoft February 2012 - Present
BondDesk Group LLC May 2011 - February 2012
Micro Focus June 2009 - May 2011
Compuware July 2005 - May 2009
Compuware Corporation 2002 - 2005
Compuware Corporation 1999 - 2002
Compuware Corporation 1997 - 1999
Brennan Communications 1993 - 1997
Skills
Scrum, Agile, Product Management, Software Development, ALM, Application Lifecycle..., Test Automation, Test Management, Software Requirements, Project Portfolio..., SDLC, Visual Studio, Technical Product Sales, Performance Testing, Agile Methodologies, Enterprise Software, Requirements Gathering, Software Project..., SaaS, Requirements Analysis, Pre-sales, Cloud Computing, Testing, Software Quality..., Process Improvement, Sales Enablement, Test Planning, Quality Assurance, Agile Project Management, Integration, TFS, Strategy, SOA, CMMI, Solution Architecture, Enterprise Architecture, Management
Education
Walsh College 1997 — 1999
Masters, Information, Management, and Communications
Waterford Institute of Technology 1992 — 1993
National Diploma, Export Law
Kalamazoo College 1988 — 1992
Bachelors, History, Area Studies - East Asia
St Clement High School
SWARM. June 2015 - Present
Joios, Inc. April 2014 - Present
EdgeTheory April 2014 - June 2015
Joios, Inc. November 2013 - April 2014
LinkIt! Software November 2009 - November 2013
Goldman Sachs January 2006 - May 2009
Goldman Sachs August 2002 - December 2005
BondDesk Group LLC July 2000 - August 2000
Goldman Sachs July 1999 - August 1999
Goldman Sachs July 1998 - August 1998
Skills
Financial Modeling, Business Development, Fixed Income, Financial Analysis, Market Research, Strategic Partnerships, Leadership, Risk Management, Start-ups, Strategy, Management, Marketing, Account Management, Lead Generation, Social Media, Analytics, Marketing Strategy
Education
Tulane University 1998 — 2002
Bachelor of Arts (B.A.), Communication
Pelham Memorial High School 1994 — 1998
Pelham Middle School 1991 — 1994
Colonial Elementary School 1986 — 1991
Hudson Country Montessori School 1984 — 1986
BondDesk Group, LLC 2009 - 2009
Wells Fargo 2005 - 2009
Goldman Sachs 1999 - 2005
Lehman Brothers 1994 - 1999
Skills
Strategy, Business Transformation, Management, Electronic Trading, Market Data, Trading Systems, Equities, Derivatives, Fixed Income, Capital Markets, Low Latency, Financial Markets, Equity Trading, Equity Derivatives, Trading, Exchange Connectivity, Investment Banking, Sybase, SDLC, Risk Management, Integration, Project Management, Strategic Planning, Trading System, Emerging Markets, FX trading, Interest Rate..., Order Management, Options, Product Management, Enterprise Architecture, Vendor Management
Education
University of Nebraska-Lincoln
BSCE, MSCE
REDI Global Technologies 2014 - Present
Advent International 2012 - 2013
BondDesk Group LLC 2012 - 2013
BondDesk Group LLC 2010 - 2013
NYFIX (NASD:NYFX) 2006 - 2009
BT Radianz 2003 - 2006
Warburg Pincus LLC 2002 - 2003
Thomson ESG / OMGEO 1993 - 2001
CATS Software 1992 - 1993
Telerate Systems, Inc 1989 - 1992
Education
Stanford University 1976 — 1977
Master of Science (M.S.) Electrical Engineering, Information Sciences/BioMedical Engineering/RealTIme software
City University of New York City College 1971 — 1976
Bachelor Electrical Engineering, Electrical Engineering/Biology/Chemistry/Math
Allegis Global Solutions July 2015 - Present
QBE North America July 2015 - Present
Angott Search Group April 2014 - July 2015
Robert Half Management Resources March 2013 - February 2014
BondDesk Group LLC November 2011 - September 2012
Flagstar Bank May 2010 - November 2011
Skills
Management, Leadership, Quality Assurance, Disaster Recovery, Banking, Business Process, Security, Sales, Finance, Customer Service, Investments, User Acceptance Testing, Portfolio Management, Loans, Equities, Business Planning, Microsoft Excel, Process Improvement, Accounting, Forecasting, Budgets, Financial Analysis, Business Analysis, Program Management, Operations Management, Strategic Planning, Recruiting, Analysis, Vendor Management, Networking, Business Process..., Consulting, Financial Modeling, Strategy, Microsoft Office
Education
Michigan State University 2005 — 2009
Bachelor of Arts (BA), Finance, General
Talener November 2014 - Present
Black Tie Software May 2004 - Present
State Compensation Insurance Fund September 2013 - October 2014
Thomson Reuters February 2012 - September 2013
Magenic Technologies January 2010 - February 2012
Robert Half Technology December 2009 - January 2010
BondDesk Group LLC August 2008 - October 2009
BTIG November 2007 - August 2008
Fimat January 2005 - November 2007
Princeton Information Systems February 2003 - May 2004
Skills
C#, Agile Methodologies, WCF, .NET, Web Services, SQL, AJAX, TFS, ASP.NET MVC, ASP.NET, Software Development, XML, jQuery, Web Applications, JavaScript, Software Design, LINQ, CSS, ADO.NET, Architectures, Microsoft SQL Server
Education
DeVry Institute 1980 — 1984
Bachelor’s Degree, Electronics Engineering
City College of San Francisco
Continuing Education, Foreign Language Studies
Cognolink Limited November 2013 - Present
BondDesk Group LLC April 2011 - November 2013
AnalytixInsight, Inc November 2010 - April 2011
TheMarkets.com June 2007 - November 2010
Reuters March 2006 - June 2007
Barra 2000 - 2004
Skills
Business Process..., Strategic Financial..., Business Intelligence, Credit Risk, Equities, Fixed Income, Electronic Trading, Reference Data, Financial Markets, Hedge Funds, Investments, Capital Markets, Investment Banking, Derivatives, Bloomberg, Trading, Options, Trading Systems, Market Data, Financial Services, Relationship Management, Series 7, Bonds, Securities, Equity Trading, Series 63, FX Options, Alternative Investments
Education
Penn State University 1980 — 1984
Bachelor of Science (B.S.), Economics
General Motors March 2014 - Present
General Motors February 2013 - February 2014
General Motors November 2012 - January 2013
BondDesk Group LLC August 2011 - October 2012
General Motors June 2006 - August 2011
General Motors October 2001 - May 2006
Organic 2000 - 2001
Gryro Design Group, LLC December 1998 - September 2000
Detroit Public Television / WTVS Channel 56 April 1997 - December 1998
Detroit Upbeat, Inc./ Great Lakes Adventures June 1996 - April 1997
Skills
Requirements Analysis, Automotive, Agile, Process Engineering, Customer Relations, Team Building, Business Analysis, Agile Methodologies, Customer Service, Program Management, Process Improvement, Cross-functional Team..., Vendor Management, PMP, Business Process..., Requirements Gathering, Visio, SDLC, Integration, PMO, IT Strategy, Quality Assurance, Software Documentation
Education
Spring Arbor University 1998 — 1999
Bachelor of Arts (B.A.), Family Life Education
Northern Arizona University 1985 — 1987
Liberal Studies
General Motors November 2012 - Present
Chrysler February 2012 - November 2012
JDM Systems Consultants August 2002 - November 2012
General Motors - OnStar January 2010 - February 2012
BondDesk Group LLC August 2005 - December 2009
Internet Security Systems 1999 - 2002
Skills
Mobile Application..., Cross-functional Team..., Android, iOS, Mobile Internet, Requirements Gathering, Technology innovation,..., Strategic Planning, API development, Java Enterprise Edition, Scrum, Struts, Spring, JSON, XML, SOA, Integration, Web Services, JavaScript, JSP, Oracle, Web Services and..., Business Process Design, SQL, Flow modeling,..., Common API development..., Specifications, SDLC, Agile Methodologies, Business Process..., Failure Mode Effects..., AJAX, Servlets, JDBC, Enterprise Architecture, Solution Architecture, Internet Security, Mobile Security, Telematics, Program Management, Product Management, Software Design, Spring Framework
Education
University of Michigan 1996 — 1999
BSE, Computer Engineering
BondDesk Trading Sr Account ManagerBondDesk2008 - Present
BondDesk Group LLC 2006 - Present
Education
University of Scranton 1981 — 1985
BondDesk Group LLC March 2008 - December 2013
GoldenSource 2007 - 2008
GlobeOp Financial Services 2005 - 2007
Barra Inc. 1996 - 2004
Deloitte & Touche 1989 - 1996
Skills
Capital Markets, Financial Markets, Equities, Securities, Trading, Electronic Trading, Investment Banking, Bonds, Alternative Investments, Investments, Fixed Income, Revenue Recognition, SEC filings, M&A experience, Investor Relations, Corporate FP&A, SaaS, Internal Controls, Enterprise Software, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business 1984 — 1988
Bachelor's Degree, Corp. Finance & Accounting
BondDesk Group LLC February 2010 - Present
Vhayu Technologies (acquired by Thomson Reuters 8/1/2009) October 2005 - January 2010
MSCI Barra 2004 - 2005
Barra 1988 - 2004
Digital Equipment Corporation 1987 - 1988
Skills
Electronic Trading, Market Data, Trading Systems, Financial Services, Equities, Capital Markets, Product Management, Fixed Income, Financial Markets, Management, Trading, Securities, Start-ups, Bonds, Software Development
Education
University of Pennsylvania - The Wharton School 1982 — 1984
Master of Science (MS), Operations Reseacrh
Indian Institute of Technology, Madras 1977 — 1982
B. Tech, Mechanical Engineering
Early Growth Financial Services August 2013 - Present
Headlands Ventures, LLC June 2011 - October 2012
HumanConcepts May 2008 - January 2011
BondDesk Group LLC November 2005 - August 2007
Aircraft Shopper Online August 2004 - November 2005
Thompson, Welch, Soroko & Gilbert LLP May 2002 - September 2004
D.R.Bryant & Company November 1999 - May 2002
Evers & Hendrickson June 1997 - October 1999
New Leaf July 1995 - June 1997
Skills
General Ledger, Financial Reporting, Accounting, Reconciliation, Benefits Administration, Fixed Assets, Forecasting, Budgeting, Payroll, Accounts Payable, Quickbooks, Accounts Receivable, Payroll Processing, Analysis, Billing, Microsoft Office, Excel, Process Improvement, Human Resources, Financial Statements, Financial Analysis, Cash Management, Great Plains Software, Spreadsheets, Budgets, Invoicing, Account Reconciliation, Software Documentation, Finance, Management, Start-ups
Education
University of San Francisco 1984 — 1986
MBA, Business Administration
John F. Kennedy University 1994 — 1998
MA, Counseling Psychology
University of San Francisco 1980 — 1986
BS, Business / Psychology
Autodesk October 2001 - Present
BondDesk Group LLC May 2001 - October 2001
Organic January 2000 - April 2001
CBSI December 1996 - December 1999
Skills
Software Quality..., Agile Methodologies, Test Automation, Software Engineering, Test Planning, Testing, Software Quality, Test Cases, Quality Assurance
Education
University of Michigan-Flint 1991 — 1995
Bachelor of Science, Mathematics
University of Michigan-Flint 1991 — 1995
Bachelor of Science, Computer Science
General Motors July 2015 - Present
Tradeweb (acquired BondDesk) November 2013 - April 2015
BondDesk Group LLC April 2011 - November 2013
BondDesk Group LLC October 2009 - April 2011
Tech Mahindra (formerly Mahindra Satyam) 2005 - 2009
Delphi (Mahindra Satyam) 2005 - 2009
Siemens PLM Software 2002 - 2005
SDRC (Siemens PLM Software) 1998 - 2002
Computer Sciences Corporation Healthcare 1997 - 1998
Ford Motor Company (CDI) 1993 - 1997
Skills
Program Management, IT Strategy, SDLC, Project Management, Process Improvement, Product Lifecycle..., Change Management, PMO, Management, Leadership, Solution Architecture, Vendor Management, Problem Solving, Service Delivery, Software Project..., Client Relations, Client Expectations..., Project Delivery, Project Portfolio..., Business Intelligence, Business Process..., Global Client Management, Cost Management, Teamcenter, Process Engineering, Enterprise Software, Strategic Planning, ITIL, Agile Project Management, Product Development, Product Management, Product Marketing, Account Management, Business Strategy, Strategic Partnerships, Cost Control, Fundraising, Public Speaking
Education
Central Michigan University 1989 — 1993
Bachelor of Science, Computer Integrated Manufacturing
Université catholique de l'Ouest 1992 — 1992
French, Global Tolerance, A
Tradeweb July 2014 - Present
DTE Energy November 2013 - July 2014
BondDesk Group LLC August 2008 - October 2013
Halo Group August 2005 - August 2008
LogicaCMG June 2000 - August 2005
Century 21 Associates 1997 - 2004
Lazer Technologies April 1999 - March 2000
Decision Consultants November 1998 - April 1999
EDS June 1995 - November 1998
Skills
Oracle, Java Enterprise Edition, Java, Eclipse, Weblogic, Websphere, Struts, DB2, Agile Methodologies, SOA, SDLC, Spring, Jasper Reports, PL/SQL, JBoss Application Server, Enterprise Software, JDBC, Subversion, Design Patterns, JUnit, Software Design, Hibernate, Web Applications, Test Driven Development, Web Services, Enterprise Architecture, Continuous Integration, Scrum, Tomcat, Software Development, Customer Service, XML, Ant, Spring Framework, WebLogic
Education
Oakland University 1990 — 1995
B.S., Computer Science
Lutheran High North 1986 — 1990
RBC Capital Markets March 2014 - Present
JPMorgan Chase May 2013 - March 2014
BondDesk Group LLC September 2012 - April 2013
Bank of America Merrill Lynch December 2009 - September 2012
Merrill Lynch May 2006 - December 2009
iVoice Inc. September 2005 - April 2006
Skills
Trading Systems, Electronic Trading, Equities, Trading, Quantitative Finance, ETFs, Fixed Income, Derivatives, Capital Markets, Market Data, Options, Bloomberg, Equity Derivatives, Financial Markets, Investment Banking, Credit Derivatives, Equity Trading, Market Risk, Bonds, Hedge Funds, Risk Management, R, Series 7
Education
Columbia University in the City of New York 2010 — 2012
Master's degree, Math Finance
New York University 2007 — 2009
MS
Rutgers University-New Brunswick 2004 — 2006
BS, Electrical and Computer Engineering
Volkswagen Group of America June 2014 - Present
Bank of America via Genesis 10 consulting June 2012 - November 2013
BondDesk Group LLC February 2011 - January 2012
Experis Finance November 2009 - October 2010
Advanced Technologies Innovation Corp. May 2009 - July 2009
Dura Automotive Systems January 2006 - March 2009
Acro Services - Delphi Automotive August 2005 - December 2005
G-Tech - General Motors February 2004 - July 2005
Dynamic, Inc. - Delphi Corp. November 2003 - December 2003
Entech Personnel Services General Motors May 2000 - June 2003
Skills
Integration, Process Improvement, SDLC, Business Intelligence, Strategy, Training, Management, Business Process, Project Management, Enterprise Software, Project Planning, Contract Negotiation, Sourcing, VMware, Vendor Management, Financial Analysis, Marketing Strategy, Finance, Financial Modeling, Financial Reporting, Cognos, Teaching, Creative and Technical..., Business Analysis
Education
Michigan State University 1988 — 1992
B.A., Telecommunications
DTE Energy March 2014 - Present
Ananta Inc February 2011 - Present
BIKRAM YOGA July 2009 - Present
Ally Financial Inc. May 2012 - February 2014
RIIS LLC July 2011 - April 2012
RIIS LLC April 2010 - June 2011
BondDesk Group LLC April 2010 - June 2011
Borders Books September 2007 - March 2009
Ciber November 2005 - August 2007
Partners in Technology June 2005 - October 2005
Skills
Business Analysis, Team Building, Project Management, Process Improvement, Cross-functional Team..., Management, Strategic Planning, Change Management, Customer Service, Enterprise Software, Program Management, Visio, Integration, Business Intelligence, Business Process..., CRM, Team Leadership
Education
Cleary University 2006 — 2014
BBA
Yoga College of India 2009 — 2009
Yoga
Worthington-Smith and Lashbrooke 1990 — 1990
Tradeweb February 2011 - Present
BondDesk Trading May 2007 - February 2011
Further Lane Asset Management 2006 - 2007
BondDesk Group LLC 2004 - 2006
Orion Telecom 1999 - 2004
Imperial Capital Bank 1998 - 1999
Ladenburg Thalmann June 1997 - July 1998
MJ Whitman 1994 - 1997
Advest, Inc. February 1987 - April 1994
Skills
Financial Markets, Management, Electronic Trading, Bonds, Fixed Income, Mortgage Lending, Derivatives, Trading Systems, Series 63, Trading, Series 7, Market Data, Bloomberg, Equities, Capital Markets
Education
University of Scranton 1981 — 1985
Bachelor’s Degree, Accounting and Finance
Deer Park High School 1977 — 1981
HP Enterprise Services June 2011 - Present
BondDesk Group LLC 2009 - June 2011
compuware 2006 - 2009
keane 2005 - 2006
ChannelNet 2003 - 2005
Skills
Software Quality..., Performance Testing, Test Planning, SDLC, QTP, Test Automation, Agile Methodologies
Education
Oakland University 2002 — 2003
Masters, Computer Science
TMC Bonds 2015 - Present
TMC Bonds 2014 - Present
TMC Bonds 2010 - 2014
CodeStreet 2010 - 2010
BondDesk Group LLC 2007 - 2008
BondDesk Group LLC 2005 - 2007
Morgan Stanley 2004 - 2005
BondDesk Group LLC 2000 - 2004
Skills
Fixed Income, Electronic Trading, Risk Management, Bonds, Order Management, Capital Markets, Series 24, Wealth Management, Trading, Bloomberg, Derivatives, Investments, Equities, Market Data, Hedge Funds, Trading Systems, Series 7, Series 63, FX Options, Options, FINRA, Securities, Swaps, Investment Banking, Structured Products, Portfolio Management, Financial Markets, Equity Trading, Alternative Investments, Asset Allocation, Investment Strategies, Equity Research, Credit Derivatives, Interest Rate..., ETFs, Prime Brokerage, Emerging Markets, Proprietary Trading
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MBA, Finance
Boston University 1990 — 1994
BA, Economics
Laguna Blanca School 1986 — 1990
BondDesk Group LLC December 2009 - Present
Northrop Grumman Mission Systems April 2009 - September 2009
Chrysler October 1999 - November 2008
Kelly Services April 1998 - September 1999
Skills
Testing, Software Development, SDLC, SQL, Agile Methodologies, Integration, Requirements Analysis, Java, Unix, Software Project...
Education
Oakland University 1997 — 1999
Masters, Computer Science & Engineering
Coimbatore Institute of Technology 1988 — 1992
BE, Electrical & Electronics Engineering
PSG College of Technology 1983 — 1986
Diploma, EEE
PSG College of Technology 1983 — 1986
Diploma, EEE
Coimbatore Institute of Technology 1977 — 1981
BS, Applied science
Bessemer Trust November 2013 - Present
Citibank August 2011 - November 2013
BondDesk Group LLC April 2006 - August 2011
TIPS and TechHackers a subsidiary of BondDesk Group, LLC April 2006 - August 2011
JPMorgan Chase February 1998 - January 2006
CIBC February 1995 - February 1998
JP Morgan June 1992 - February 1995
Morgan Stanley November 1991 - June 1992
Xerox June 1984 - August 1989
Skills
Fixed Income, Equities, Risk Management, Trading Systems, Trading, Business Intelligence, Financial Analysis, Analytics, Structured Products, SDLC, Management, Business Analysis, Derivatives, Capital Markets, Financial Services
Education
The University of Texas at Austin - Red McCombs School of Business
MBA, finance and information systems
University of California, Irvine
Electrical Engineering, analog and digital circuits and computer science
University of Southern California
Computer Engineering, high performance computing architectures
Regional Broker Dealer November 2011 - Present
Morgan Stanley Smith Barney March 2010 - November 2011
BondDesk Group LLC February 2009 - March 2010
Bank of America May 2005 - February 2009
Citigroup January 2004 - May 2005
Skills
Trading, Fixed Income, Hedge Funds, Bonds, Financial Modeling, Series 7, Derivatives, Sales, Series 63, Capital Markets, Options, Securities, Investments, Bloomberg, Mutual Funds, Credit, Financial Analysis, Financial Services, Financial Markets, Portfolio Management, Asset Management, Alternative Investments, Investment Banking, Equities, Wealth Management, Electronic Trading
Education
Southern Methodist University 1995 — 1999
BA, Economics
Harbor Management December 2014 - Present
Horizons for Homeless Children 2012 - November 2014
CDIA July 2011 - January 2012
Myopia Hunt Club March 2011 - September 2011
Self employed April 2009 - July 2011
Bradbury Brothers Market May 2002 - January 2010
Target June 2006 - December 2008
Cape Porpoise Motel August 2002 - August 2007
BondDesk Group LLC April 2006 - July 2006
Skills
QuickBooks, Account Reconciliation, Accounting, Accounts Payable, Microsoft Excel, Payroll, PowerPoint, Accounts Receivable, Nonprofits, Tax Preparation, Microsoft Office
Education
Gordon College 2007 — 2011
BA, Finance, Accounting, Business Administration
Kennebunk High School 2003 — 2007
High School Dipolma
Gordon College
B.A, Accounting, Finance and Business Administration Studies
Stupski Foundation June 2010 - November 2012
BondDesk Group LLC July 2008 - June 2010
BondDesk Group LLC June 2004 - June 2008
BondDesk Group LLC June 2003 - June 2005
Tectura October 2000 - July 2003
McCune Audio Visual 1994 - 1999
Skills
Financial Reporting, Business Analysis, QuickBooks, Start-ups, Forecasting, Strategic Planning, Process Improvement, Operating Budgets, Capital Budgeting, Great Plains Software, FRx Report Writer, Financial Forecasting, Financial Modeling, Accounting, Controllers, Cash Flow Forecasting, Cash Management, Project Management, Alternative Investments, Financial Services, Revenue Recognition, Employee Stock Options
Education
University of Wisconsin-Madison - School of Business 1983 — 1985
MBA, Finance
University of Minnesota-Twin Cities
BSEE, Electrical Engineering
BondDesk Group LLC March 2009 - Present
Yazaki North America March 2004 - October 2008
Blue Cross Blue Shield of Michigan August 2003 - March 2004
CGN Global January 1999 - January 2003
McKesson 1993 - 1997
Skills
Online Help, Software Documentation, Technical Writing, RoboHelp, Online Help Development, Visio, Release Notes, Information Architecture, SnagIt, Usability Testing, Adobe Acrobat, Context-sensitive Help, Adobe Creative Suite, Microsoft Office, Confluence, Git, JIRA, Stash, HTML, CSS, UML, DITA XML, SDLC, Testing, Requirements Analysis
Education
Michigan State University
Bachelor of Arts (B.A.), Spanish Language and Literature
NYSE November 2010 - Present
BondDesk Group LLC March 2010 - October 2010
BondDesk Group LLC April 2005 - March 2010
Harrisdirect (formerly DLJdirect and CSFBdirect) 2004 - 2005
Harrisdirect (formerly DLJdirect and CSFBdirect) June 2002 - September 2004
Skills
Fixed Income, Electronic Trading, Bonds, Series 7, Trading, Securities, Capital Markets, Trading Systems, Equities, Wealth Management, Series 63, Investments, Financial Markets, Options, Hedge Funds, Series 24, FINRA, Derivatives, Bloomberg, Investment Banking, Market Data, Structured Products, Equity Trading, ETFs
Education
University of Delaware 1993 — 1997
BA
Cresskill High School 1989 — 1993
Almond Ventures LLC August 2006 - Present
BondDesk Group LLC 1997 - 2006
Skills
Entrepreneurship, Mergers & Acquisitions
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1987 — 1989
Master of Business Administration (M.B.A.), Strategic Management / Marketing
Tradeweb Direct March 2014 - Present
BondDesk Group LLC September 2013 - Present
Hyatt Place August 2010 - September 2013
Trader Joe's February 2008 - August 2010
Michaels Stores, Inc. November 2007 - January 2008
Skills
Technical Support, Customer Service, Microsoft Office, Computer Repair, Computer Hardware, Information Technology, Outlook, VMware, Cisco UCS, Private Cloud, Active Directory, Desktop Support, Microsoft Word, Photoshop, WordPress, Microsoft Server..., Windows 7, Linux Desktop, Dell KACE, Dell Workstations, Clonezilla, Symantec Endpoint..., Wyse Thin Clients, Request Tracker, Mobile Devices, Open Source, HTML, CSS, PowerPoint, Computers, Podcasting, Technology, ProPresenter, System Administration, Hardware
Education
Oakland University 2011 — 2014
BS, Management Information Systems, Senior
Macomb Community College 2007 — 2010
AAS, Residential and Commercial Architectural Design
The Whittaker Group Health Care Search Consultants May 2005 - Present
BondDesk Group LLC February 2001 - April 2005
R.L. Polk July 2000 - January 2001
Ford Motor Company October 1990 - July 2000
UFCW Local 876 1989 - 1990
Michigan State Cooperative Extension Service 1986 - 1989
Skills
Software Documentation, Copywriting, Newsletters, Press Releases, Email Marketing, Editing, Business Process, Marketing, Proposal Writing, Web Content, Research, Interviews, Corporate Communications, Blogging, Technical Writing
Education
Michigan State University 1986 — 1989
Journalism
General Motors June 2013 - Present
Volkswagen of America, Inc April 2013 - May 2013
BondDesk Group LLC August 2010 - March 2013
HTC Global Services October 2008 - August 2010
Michigan State University 2008 - 2010
DaimlerChrysler 2005 - 2008
gedas 2003 - 2005
Skills
SQL, SOA, JavaScript, Java, Oracle, Spring, Struts, Agile Methodologies, Web Services, PL/SQL, Java Enterprise Edition, Software Development, Hibernate, XML, AJAX, Web Applications, Databases, Perl, CSS, Web Development, HTML, Programming, Eclipse, Design Patterns, Ext JS, Tomcat, Scrum, JSP, JUnit, Maven, JDBC, JBoss Application Server, Ant, EJB, Visio, SDLC, Unix, Requirements Analysis, Software Engineering, Requirements Gathering, Solution Architecture, SOAP, JMS, MVC, CVS, DB2, JPA, Test Driven Development, JIRA, JSON
Education
Oakland University 2006 — 2008
Masters of Science, Information Systems Engineering
Independent Consultant January 2005 - Present
Applied Systems February 2015 - July 2015
American Express December 2012 - January 2014
BondDesk Group, LLC May 2009 - January 2012
Prestige Parking Valet January 2001 - April 2009
Skills
MySQL, Visual C#, PHP, Oracle, Oracle Applications, Visual Basic, Apache, Microsoft Office, Access, Outlook, Vi, Vim, Putty, SQL, Unix, HTML, CSS, PVCS, VMware, Virtual PC, Linux, Release Management, Trading Systems, Fixed Income, Web Applications, Process Improvement, Business Communications, Teaching, Teamwork, Team Leadership, Software Documentation, Testing, Business Intelligence, Visio, Software Development, SDLC, Integration, Requirements Gathering, Requirements Analysis, Microsoft SQL Server, Databases, Agile Methodologies
Education
Oakland University 2003 — 2007
Bachelor, Management Information Systems
LPL Financial August 2014 - Present
Folio Dynamix user group 2013 - Present
Raymond James & Associates, Inc April 2003 - June 2014
Charles River Development 2001 - 2003
BondDesk Group LLC 1999 - 2001
Skills
Product Management, Business Analysis, Competitive Analysis, Agile Methodologies, SDLC, Requirements Analysis, Portfolio Management, Requirements Gathering, Product Marketing, Software Project..., Agile Project Management, Analytics, Vendor Management, Cross-functional Team..., Management, Business Requirements, Program Management, Business Intelligence, Financial Services, Integration, IT Strategy, Visio, User Acceptance Testing, Analysis, PMP, Project Management, Strategy, Software Development, Risk Management, Electronic Trading, Relationship Management, Fixed Income, Management Consulting, Systems Analysis, Equities, Change Management, Business Strategy, Leadership, Project Delivery, Series 7, Securities, Business Process..., Pragmatic Marketing...
Education
University of Oklahoma 1991 — 1993
Master of Business Administration (M.B.A.), Finance, General
Franklin & Marshall College 1984 — 1988
Bachelor of Arts (B.A.), Business Administration and Management, General
Trade Web Direct November 2013 - Present
BondDesk Group LLC November 2000 - November 2013
67th District Court August 1991 - November 2000
Skills
Business Analysis, Electronic Trading, Trading Systems, Fixed Income, Series 7, Bloomberg, Derivatives, Bonds, Market Data, SDLC, Management
Education
University of Phoenix 2003 — 2005
Associate's Degree, IT
Baker College Business and Corporate Services 1982 — 1984
Associate's Degree, Bus Admin/Data Processing
BondDesk Group LLC December 2004 - Present
Wachovia Securities 1996 - 2004
Skills
Relationship Management, Product Development , Strategic Planning, Partnerships, Finance, Budgets, Marketing, Contract Negotiation, System Implementations, System Design, Customer Support, Project Management, Training, Reporting, Regulatory and..., Quality Assurance
Education
Drew University 1991 — 1995
Bachelor or Arts, Political Science and Government
Blue Cross Blue Shield of Michigan September 2015 - Present
CareTech Solutions March 2015 - September 2015
BondDesk Group LLC June 2008 - February 2015
Daimler Chrysler July 2007 - April 2008
BNP Media May 2003 - May 2007
Daimler Chrysler December 1997 - May 2003
The Auto Club Group April 1989 - November 1997
Electronic Data Systems June 1985 - April 1989
Skills
DB2, Database Administration, Oracle Database..., MVS, Oracle, Unix, Shell Scripting, Performance Tuning, High Availability
Education
Lawrence Technological University
Bachelor of Applied Science (B.A.Sc.), Management Information Systems and Services