BZW (Barclays de Zoete Wedd)
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BZW (Barclays de Zoete Wedd) Employees
Employee
Years
Job
Industry
Sheila Schroeder Sheila Schroeder's BZW (Barclays de Zoete Wedd) Experience 1989 - 1991
Job Financial Sales | Investor Relations | Development
Industry Financial Services
Experience
Mountain Lake Investment Management LLC January 2014 - November 2014
Macquarie Group 2004 - 2013
ING 1997 - 2004
Lehman Brothers 1994 - 1997
HSBC Global Banking and Markets 1991 - 1993
BZW (Barclays de Zoete Wedd) 1989 - 1991
Burns Fry Hoare Govett Inc 1987 - 1989
Aetna 1983 - 1987
Skills
Hedge Funds, Management, Investments, Equities, Series 7, Capital Markets, Alternative Investments, Emerging Markets, Investment Banking, Investor Relations, Portfolio Management, Equity Research, Securities
Education
Indiana University Bloomington
B.A., Political Science
早稲田大学
Political Science/Economics
Mountain Lake Investment Management LLC January 2014 - November 2014
Macquarie Group 2004 - 2013
ING 1997 - 2004
Lehman Brothers 1994 - 1997
HSBC Global Banking and Markets 1991 - 1993
BZW (Barclays de Zoete Wedd) 1989 - 1991
Burns Fry Hoare Govett Inc 1987 - 1989
Aetna 1983 - 1987
Skills
Hedge Funds, Management, Investments, Equities, Series 7, Capital Markets, Alternative Investments, Emerging Markets, Investment Banking, Investor Relations, Portfolio Management, Equity Research, Securities
Education
Indiana University Bloomington
B.A., Political Science
早稲田大学
Political Science/Economics
Karen Dillon Rodriguez, CFA Karen Dillon Rodriguez, CFA's BZW (Barclays de Zoete Wedd) Experience 1997 - 1998
Job Prime Brokerage & Investor Services Sales
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
J.P. Morgan April 2004 - March 2009
Merrill Lynch 1999 - 2003
ABN AMRO Bank N.V. 1998 - 1999
BZW (Barclays de Zoete Wedd) 1997 - 1998
Bankers Trust 1993 - 1995
NOEVIR U.S.A., INC. 1991 - 1993
Education
The University of Chicago 1995 — 1997
Master of Business Administration (MBA), Finance
Lafayette College 1987 — 1991
Bachelor of Arts (BA), Economics
J.P. Morgan October 2014 - Present
J.P. Morgan April 2004 - March 2009
Merrill Lynch 1999 - 2003
ABN AMRO Bank N.V. 1998 - 1999
BZW (Barclays de Zoete Wedd) 1997 - 1998
Bankers Trust 1993 - 1995
NOEVIR U.S.A., INC. 1991 - 1993
Education
The University of Chicago 1995 — 1997
Master of Business Administration (MBA), Finance
Lafayette College 1987 — 1991
Bachelor of Arts (BA), Economics
William Hellmer William Hellmer's BZW (Barclays de Zoete Wedd) Experience June 1996 - March 1998
Job Independent Trader & Chicago Catholic League Football Administrator
Industry Financial Services
Experience
Independent Trader June 2014 - Present
Chicago Catholic League Football 1998 - Present
XFA Securities September 2013 - June 2014
MEB Options March 2011 - September 2013
O'Connor & Company/Fortis/ABN Amro September 1997 - March 2011
BZW (Barclays de Zoete Wedd) June 1996 - March 1998
First Chicago Futures, Inc October 1992 - June 1996
Skills
Proprietary Trading, Derivatives, Electronic Trading, Options Strategies, Stocks, Options, Series 7, Commodity, Market Making, ETFs, Trading, Technical Analysis, Equity Derivatives, Trading Strategies, FX Options, Equities, Securities, FINRA, Equity Trading, Trading Systems, Traders, Corporate Actions, Arbitrage, Managed Futures, Financial Markets, Commodity Markets, Capital Markets, Bonds, Market Data, Alternative Investments, Series 63, Futures Trading, Volatility, Hedge Funds, Risk Management, Brokerage, Hedging, Exchange Traded...
Education
University of Illinois at Chicago
Bachelor of Science (B.S.), Industrial Engineering
Independent Trader June 2014 - Present
Chicago Catholic League Football 1998 - Present
XFA Securities September 2013 - June 2014
MEB Options March 2011 - September 2013
O'Connor & Company/Fortis/ABN Amro September 1997 - March 2011
BZW (Barclays de Zoete Wedd) June 1996 - March 1998
First Chicago Futures, Inc October 1992 - June 1996
Skills
Proprietary Trading, Derivatives, Electronic Trading, Options Strategies, Stocks, Options, Series 7, Commodity, Market Making, ETFs, Trading, Technical Analysis, Equity Derivatives, Trading Strategies, FX Options, Equities, Securities, FINRA, Equity Trading, Trading Systems, Traders, Corporate Actions, Arbitrage, Managed Futures, Financial Markets, Commodity Markets, Capital Markets, Bonds, Market Data, Alternative Investments, Series 63, Futures Trading, Volatility, Hedge Funds, Risk Management, Brokerage, Hedging, Exchange Traded...
Education
University of Illinois at Chicago
Bachelor of Science (B.S.), Industrial Engineering
Myles Peacock Myles Peacock's BZW (Barclays de Zoete Wedd) Experience 1990 - 1995
Job President, Americas, Global Brand Leader
Industry Media Production
Experience
eg+ worldwide April 2014 - Present
E-GRAPHICS September 2003 - Present
Seven Worldwide 1995 - 2003
BZW (Barclays de Zoete Wedd) 1990 - 1995
Herald & Post Trinity Mirror PLC 1985 - 1990
Skills
Marketing Communications, right shoring, Advertising, Packaging, Business Development, Leadership, Management, Strategy, Marketing, Team Building, Digital Strategy, Change Management, Business Strategy, Strategic Planning, Digital Marketing, Digital Media, Direct Marketing, Photography, Integrated Marketing, Creative Direction
Education
University of Bedfordshire
BA, DESIGN, GRAPHICS & COMMUNCATION
eg+ worldwide April 2014 - Present
E-GRAPHICS September 2003 - Present
Seven Worldwide 1995 - 2003
BZW (Barclays de Zoete Wedd) 1990 - 1995
Herald & Post Trinity Mirror PLC 1985 - 1990
Skills
Marketing Communications, right shoring, Advertising, Packaging, Business Development, Leadership, Management, Strategy, Marketing, Team Building, Digital Strategy, Change Management, Business Strategy, Strategic Planning, Digital Marketing, Digital Media, Direct Marketing, Photography, Integrated Marketing, Creative Direction
Education
University of Bedfordshire
BA, DESIGN, GRAPHICS & COMMUNCATION
Tim Schuler, CFA Tim Schuler, CFA's BZW (Barclays de Zoete Wedd) Experience October 1991 - June 1994
Job Investment Strategist at Permal Asset Management
Industry Investment Management
Experience
Permal January 2008 - Present
Credit Suisse September 2003 - September 2006
EIM (United Kingdom) Ltd April 2000 - July 2003
AIG INVESTMENT MANAGEMENT February 1998 - April 2000
YAMAICHI INTERNATIONAL EUROPE, LONDON July 1994 - November 1997
BZW (Barclays de Zoete Wedd) October 1991 - June 1994
DLJ June 1990 - October 1991
Skills
Bloomberg, Equities, Fixed Income, Investments, Bonds, Derivatives, FX Options, Commodity, Hedge Funds, Alternative Investments
Education
University of Richmond
B.A, Economics and English
St. Viator
Permal January 2008 - Present
Credit Suisse September 2003 - September 2006
EIM (United Kingdom) Ltd April 2000 - July 2003
AIG INVESTMENT MANAGEMENT February 1998 - April 2000
YAMAICHI INTERNATIONAL EUROPE, LONDON July 1994 - November 1997
BZW (Barclays de Zoete Wedd) October 1991 - June 1994
DLJ June 1990 - October 1991
Skills
Bloomberg, Equities, Fixed Income, Investments, Bonds, Derivatives, FX Options, Commodity, Hedge Funds, Alternative Investments
Education
University of Richmond
B.A, Economics and English
St. Viator
Marie Collins's BZW (Barclays de Zoete Wedd) Experience 1988 - 1991
Job Benefits Supervisor at Tangoe, Inc.
Industry Telecommunications
Experience
Tangoe, Inc. May 2013 - Present
Océ North America - a Canon Group Company December 2006 - December 2012
Jenny Craig November 2010 - May 2012
Imagistics International June 2002 - December 2006
Pitney Bowes Office Systems 1994 - 2001
Dictaphone Corporation 1991 - 1994
BZW (Barclays de Zoete Wedd) 1988 - 1991
Skills
Business Strategy, Benefits Administration, Employee Benefits, Commitment to Customer..., PeopleSoft, Disability Benefits, Health Insurance, Employee Wellness, Human Resources, FMLA, New Hire Orientations, Access, Talent Acquisition, Training, Recruiting, Payroll, Customer Satisfaction, Vendor Management, Leadership, Process Improvement
Education
Sacred Heart University 2008 — 2012
Associate of Arts (A.A.), Magna Cum Laude, Business Administration
Tangoe, Inc. May 2013 - Present
Océ North America - a Canon Group Company December 2006 - December 2012
Jenny Craig November 2010 - May 2012
Imagistics International June 2002 - December 2006
Pitney Bowes Office Systems 1994 - 2001
Dictaphone Corporation 1991 - 1994
BZW (Barclays de Zoete Wedd) 1988 - 1991
Skills
Business Strategy, Benefits Administration, Employee Benefits, Commitment to Customer..., PeopleSoft, Disability Benefits, Health Insurance, Employee Wellness, Human Resources, FMLA, New Hire Orientations, Access, Talent Acquisition, Training, Recruiting, Payroll, Customer Satisfaction, Vendor Management, Leadership, Process Improvement
Education
Sacred Heart University 2008 — 2012
Associate of Arts (A.A.), Magna Cum Laude, Business Administration
Regis Dale Regis Dale's BZW (Barclays de Zoete Wedd) Experience 1997 - 1998
Job Managing Director at Blackhorse Asset Management
Industry Financial Services
Experience
Blackhorse Asset Management July 2010 - Present
Yuanta Securities July 2007 - June 2010
UBS Investment Bank February 2000 - February 2007
WI Carr February 1998 - January 2000
BZW (Barclays de Zoete Wedd) 1997 - 1998
Hoare Govett Asia February 1994 - June 1997
The Chase Manhattan Bank August 1986 - January 1994
Skills
Capital Markets, Hedge Funds, Equities, Emerging Markets, Investment Banking, Valuation, Investments, Financial Markets, Equity Research, Asset Management, Asset Managment, Financial Services, Corporate Finance, Mutual Funds, Alternative Investments, Portfolio Management, Private Equity, Credit Analysis, Financial Modeling, Funding, Bloomberg, Securities, Fixed Income
Education
Columbia University - School of International and Public Affairs 1982 — 1984
International Finance
Wroxton College 1979 — 1979
British & European politics & economics
Fairleigh Dickinson University
Economics & International Affairs, magna cum laude
Blackhorse Asset Management July 2010 - Present
Yuanta Securities July 2007 - June 2010
UBS Investment Bank February 2000 - February 2007
WI Carr February 1998 - January 2000
BZW (Barclays de Zoete Wedd) 1997 - 1998
Hoare Govett Asia February 1994 - June 1997
The Chase Manhattan Bank August 1986 - January 1994
Skills
Capital Markets, Hedge Funds, Equities, Emerging Markets, Investment Banking, Valuation, Investments, Financial Markets, Equity Research, Asset Management, Asset Managment, Financial Services, Corporate Finance, Mutual Funds, Alternative Investments, Portfolio Management, Private Equity, Credit Analysis, Financial Modeling, Funding, Bloomberg, Securities, Fixed Income
Education
Columbia University - School of International and Public Affairs 1982 — 1984
International Finance
Wroxton College 1979 — 1979
British & European politics & economics
Fairleigh Dickinson University
Economics & International Affairs, magna cum laude
Daniel T. Weber Daniel T. Weber's BZW (Barclays de Zoete Wedd) Experience 1988 - 1994
Job Senior Vice President at Daiwa Securities Capital Markets
Industry Investment Banking
Experience
Daiwa Securities Capital Markets 2007 - Present
Intesa Sanpaolo 2000 - 2007
Fleet Bank 1998 - 2000
SMBC Nikko Securities America, Inc. 1994 - 1998
BZW (Barclays de Zoete Wedd) 1988 - 1994
Citi 1986 - 1988
Skills
Corporate Finance, Bonds, Securities, International Finance
Education
Cornell University
Master of Business Administration (M.B.A.)
Penn State University
Bachelor's Degree
University of Cologne
International Finance
Daiwa Securities Capital Markets 2007 - Present
Intesa Sanpaolo 2000 - 2007
Fleet Bank 1998 - 2000
SMBC Nikko Securities America, Inc. 1994 - 1998
BZW (Barclays de Zoete Wedd) 1988 - 1994
Citi 1986 - 1988
Skills
Corporate Finance, Bonds, Securities, International Finance
Education
Cornell University
Master of Business Administration (M.B.A.)
Penn State University
Bachelor's Degree
University of Cologne
International Finance
Benjamin Rolfe Benjamin Rolfe's BZW (Barclays de Zoete Wedd) Experience 1997 - 1998
Job Head of Special Situations Sales at Tavira Monaco SAM
Industry Banking
Experience
Tavira Monaco SAM June 2011 - Present
Churchill Capital May 2003 - May 2011
Barclays Capital September 2001 - May 2003
Commerzbank AG 1998 - 2001
BZW (Barclays de Zoete Wedd) 1997 - 1998
Skills
Hedge Funds, Sales, Equities, Derivatives, Research, Ideas Development, Capital, Investment Banking, Event Driven, Bloomberg, Special Situations
Education
University of East Anglia 1992 — 1995
Bachelor of Arts (B.A.), Economics
Sevenoaks School 1985 — 1991
Tavira Monaco SAM June 2011 - Present
Churchill Capital May 2003 - May 2011
Barclays Capital September 2001 - May 2003
Commerzbank AG 1998 - 2001
BZW (Barclays de Zoete Wedd) 1997 - 1998
Skills
Hedge Funds, Sales, Equities, Derivatives, Research, Ideas Development, Capital, Investment Banking, Event Driven, Bloomberg, Special Situations
Education
University of East Anglia 1992 — 1995
Bachelor of Arts (B.A.), Economics
Sevenoaks School 1985 — 1991
Leigh Hopkins Leigh Hopkins's BZW (Barclays de Zoete Wedd) Experience September 1989 - January 1998
Job SVP, International Strategy & M&A at Walmart
Industry Retail
Experience
Walmart November 2014 - Present
Walmart February 2014 - Present
Walmart June 2011 - February 2014
Walmart January 2009 - June 2011
Dresdner Kleinwort January 1998 - January 2009
BZW (Barclays de Zoete Wedd) September 1989 - January 1998
Education
University of Oxford
Oriental Studies
Walmart November 2014 - Present
Walmart February 2014 - Present
Walmart June 2011 - February 2014
Walmart January 2009 - June 2011
Dresdner Kleinwort January 1998 - January 2009
BZW (Barclays de Zoete Wedd) September 1989 - January 1998
Education
University of Oxford
Oriental Studies
Sunay Shah's BZW (Barclays de Zoete Wedd) Experience 1997 - 1998
Job Vice President, Business Development at HighQ
Industry Computer Software
Experience
HighQ May 2014 - Present
S&P Capital IQ July 2012 - April 2014
CDO Software 2005 - 2012
Mizuho International 2002 - 2005
Deutsche Bank 2001 - 2001
Sanwa International 2000 - 2001
Deustche Bank 1999 - 2000
Credit Suisse 1999 - 1999
Goldman Sachs 1998 - 1999
BZW (Barclays de Zoete Wedd) 1997 - 1998
Skills
Fixed Income, Risk Management, Structured Products, Investment Banking, Derivatives, Corporate Finance, Capital Markets, Credit Derivatives, Business Strategy, Strategic Partnerships, Sales, Technology Transfer, Due Diligence, Private Equity, Structured Finance, Credit Risk, Financial Services, Financial Risk, Market Risk, Business Development, Credit, Entrepreneurship, Leveraged Finance, Investments, Equities, Management, Mergers & Acquisitions
Education
University of Manchester - Institute of Science and Technology 1994 — 1997
BSc, Management Sciences
City of London School 1992 — 1994
HighQ May 2014 - Present
S&P Capital IQ July 2012 - April 2014
CDO Software 2005 - 2012
Mizuho International 2002 - 2005
Deutsche Bank 2001 - 2001
Sanwa International 2000 - 2001
Deustche Bank 1999 - 2000
Credit Suisse 1999 - 1999
Goldman Sachs 1998 - 1999
BZW (Barclays de Zoete Wedd) 1997 - 1998
Skills
Fixed Income, Risk Management, Structured Products, Investment Banking, Derivatives, Corporate Finance, Capital Markets, Credit Derivatives, Business Strategy, Strategic Partnerships, Sales, Technology Transfer, Due Diligence, Private Equity, Structured Finance, Credit Risk, Financial Services, Financial Risk, Market Risk, Business Development, Credit, Entrepreneurship, Leveraged Finance, Investments, Equities, Management, Mergers & Acquisitions
Education
University of Manchester - Institute of Science and Technology 1994 — 1997
BSc, Management Sciences
City of London School 1992 — 1994
Tom Harper Tom Harper's BZW (Barclays de Zoete Wedd) Experience October 1992 - April 1993
Job Executive Vice President / General Auditor at Federal Home Loan Bank of Chicago
Industry Banking
Experience
Federal Home Loan Bank of Chicago June 2005 - Present
JPMorgan Chase 2003 - 2005
Bank One 1997 - 2004
First National Bank of Chicago 1993 - 1997
BZW (Barclays de Zoete Wedd) October 1992 - April 1993
KPMG UK September 1987 - October 1992
Skills
Technology..., Change, Audit Committee, Banking, Capital Markets, Risk, Internal Audit, Compliance, Risk Management, SEC reporting, Securities, Strategic Planning, Commercial Banking, Mortgage, SOX, Operational Risk, Governance, Process Engineering, Executive Management, Enterprise Risk..., Internal Controls, Due Diligence, Operational Risk..., Audit, Risk Assessment, Auditing, Financial Reporting, Corporate Governance, Financial Risk, Sarbanes-Oxley Act
Education
Imperial College London 1983 — 1986
Bsc, Zoology
Ripon Grammar School 1981 — 1983
High School
Newport Free Grammar School 1976 — 1981
High School
Federal Home Loan Bank of Chicago June 2005 - Present
JPMorgan Chase 2003 - 2005
Bank One 1997 - 2004
First National Bank of Chicago 1993 - 1997
BZW (Barclays de Zoete Wedd) October 1992 - April 1993
KPMG UK September 1987 - October 1992
Skills
Technology..., Change, Audit Committee, Banking, Capital Markets, Risk, Internal Audit, Compliance, Risk Management, SEC reporting, Securities, Strategic Planning, Commercial Banking, Mortgage, SOX, Operational Risk, Governance, Process Engineering, Executive Management, Enterprise Risk..., Internal Controls, Due Diligence, Operational Risk..., Audit, Risk Assessment, Auditing, Financial Reporting, Corporate Governance, Financial Risk, Sarbanes-Oxley Act
Education
Imperial College London 1983 — 1986
Bsc, Zoology
Ripon Grammar School 1981 — 1983
High School
Newport Free Grammar School 1976 — 1981
High School
Michael (Max) Ryan's BZW (Barclays de Zoete Wedd) Experience September 1989 - September 1994
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2011 - Present
Morgan Stanley March 2009 - February 2011
Morgan Stanley March 2008 - March 2009
Morgan Stanley May 2005 - March 2008
Merrill Lynch October 1994 - April 2005
BZW (Barclays de Zoete Wedd) September 1989 - September 1994
Skills
Fixed Income, Securities, Derivatives, Bonds, MBS, Trading, Financial Reporting, Capital Markets, Investment Banking, Financial Services, FINRA, Collateral Management, Hedge Funds, Equities, Bloomberg, Finance, Risk Management, Financial Modeling, Financial Analysis
Education
Fordham Gabelli School of Business 1998 — 2002
MBA, Finance & Information Systems
University of Vermont 1985 — 1989
BS, Accounting
Morgan Stanley March 2011 - Present
Morgan Stanley March 2009 - February 2011
Morgan Stanley March 2008 - March 2009
Morgan Stanley May 2005 - March 2008
Merrill Lynch October 1994 - April 2005
BZW (Barclays de Zoete Wedd) September 1989 - September 1994
Skills
Fixed Income, Securities, Derivatives, Bonds, MBS, Trading, Financial Reporting, Capital Markets, Investment Banking, Financial Services, FINRA, Collateral Management, Hedge Funds, Equities, Bloomberg, Finance, Risk Management, Financial Modeling, Financial Analysis
Education
Fordham Gabelli School of Business 1998 — 2002
MBA, Finance & Information Systems
University of Vermont 1985 — 1989
BS, Accounting
Raoul Schuddeboom's BZW (Barclays de Zoete Wedd) Experience 1995 - 1997
Job Global Head of Investment Banking at Dealogic
Industry Financial Services
Experience
Dealogic 2011 - Present
Amba Research 2005 - February 2011
Irevna 2003 - 2005
Lehman Brothers 2000 - 2002
Donaldson, Lufkin & Jenrette 1999 - 2000
Credit Suisse First Boston 1997 - 1999
BZW (Barclays de Zoete Wedd) 1995 - 1997
Skills
Capital Markets, Entrepreneurship, Private Equity, Financial Modeling, Investment Banking, Investments, Financial Analysis, Strategy, Equities, Mergers & Acquisitions, Asset Management, Finance, Due Diligence, Valuation, Mergers, Risk Management, Corporate Finance, Hedge Funds, Emerging Markets, Business Development, Financial Markets, Fixed Income
Education
University of Chicago 1993 — 1995
MBA
Erasmus University Rotterdam 1986 — 1992
MSc
Dealogic 2011 - Present
Amba Research 2005 - February 2011
Irevna 2003 - 2005
Lehman Brothers 2000 - 2002
Donaldson, Lufkin & Jenrette 1999 - 2000
Credit Suisse First Boston 1997 - 1999
BZW (Barclays de Zoete Wedd) 1995 - 1997
Skills
Capital Markets, Entrepreneurship, Private Equity, Financial Modeling, Investment Banking, Investments, Financial Analysis, Strategy, Equities, Mergers & Acquisitions, Asset Management, Finance, Due Diligence, Valuation, Mergers, Risk Management, Corporate Finance, Hedge Funds, Emerging Markets, Business Development, Financial Markets, Fixed Income
Education
University of Chicago 1993 — 1995
MBA
Erasmus University Rotterdam 1986 — 1992
MSc
Catherine Campbell's BZW (Barclays de Zoete Wedd) Experience 1992 - 1997
Job Managing Director at UBS Investment Bank
Industry Information Technology and Services
Experience
UBS January 2000 - Present
ABN AMRO Bank N.V. 1997 - 1999
BZW (Barclays de Zoete Wedd) 1992 - 1997
Lloyds 1991 - 1992
TCAM 1987 - 1991
Data Sciences 1985 - 1987
Skills
Equities, Management, Back Office, ITIL, Trading, Equity Trading, Fixed Income, Trading Systems, Derivatives, Investment Banking, Prime Brokerage, Vendor Management, Infrastructure, Outsourcing, IT Strategy, Capital Markets, Electronic Trading
Education
Heriot-Watt University 1981 — 1985
BA (Hons), Business Law
UBS January 2000 - Present
ABN AMRO Bank N.V. 1997 - 1999
BZW (Barclays de Zoete Wedd) 1992 - 1997
Lloyds 1991 - 1992
TCAM 1987 - 1991
Data Sciences 1985 - 1987
Skills
Equities, Management, Back Office, ITIL, Trading, Equity Trading, Fixed Income, Trading Systems, Derivatives, Investment Banking, Prime Brokerage, Vendor Management, Infrastructure, Outsourcing, IT Strategy, Capital Markets, Electronic Trading
Education
Heriot-Watt University 1981 — 1985
BA (Hons), Business Law
Carolyn Comella's BZW (Barclays de Zoete Wedd) Experience 1993 - 1995
Job Managing Partner at Xing Gou, LLC
Industry Financial Services
Experience
Xing Gou, LLC - Delaware March 2009 - Present
Xing Gou, LLC - New York 2006 - 2009
BZW (Barclays de Zoete Wedd) 1993 - 1995
Education
University of California, Berkeley
AB
Xing Gou, LLC - Delaware March 2009 - Present
Xing Gou, LLC - New York 2006 - 2009
BZW (Barclays de Zoete Wedd) 1993 - 1995
Education
University of California, Berkeley
AB
David Gilhooley's BZW (Barclays de Zoete Wedd) Experience 1994 - 1997
Job Head of Global Markets and TreasuryMarket Risk at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2012 - Present
BONY Mellon April 2009 - April 2012
Washington Mutual Bank 2007 - 2009
Banc of America Securities April 2001 - August 2007
ABN AMRO 1997 - 2001
BZW (Barclays de Zoete Wedd) 1994 - 1997
MetLife Investments 1990 - 1994
Shearson Lehman 1989 - 1989
E.F. Hutton 1985 - 1988
First Boston Corporation 1983 - 1985
Skills
Portfolio Management, Financial Risk, Market Risk, Credit, Fixed Income, Capital Markets, Derivatives, Credit Risk, Equities, Risk Management, Banking, Hedge Funds, Asset Managment, Investment Banking, Financial Modeling, Securities, Bloomberg, Investments, Structured Finance, Valuation
Education
Carnegie Mellon University 2003 — 2004
N/A, Fin'l Engineering
NYU 2001 — 2003
N/A, Economics
Rutgers 1981 — 1983
MBA, Finance
Lafayette College 1976 — 1980
BA, English/History
BNY Mellon April 2012 - Present
BONY Mellon April 2009 - April 2012
Washington Mutual Bank 2007 - 2009
Banc of America Securities April 2001 - August 2007
ABN AMRO 1997 - 2001
BZW (Barclays de Zoete Wedd) 1994 - 1997
MetLife Investments 1990 - 1994
Shearson Lehman 1989 - 1989
E.F. Hutton 1985 - 1988
First Boston Corporation 1983 - 1985
Skills
Portfolio Management, Financial Risk, Market Risk, Credit, Fixed Income, Capital Markets, Derivatives, Credit Risk, Equities, Risk Management, Banking, Hedge Funds, Asset Managment, Investment Banking, Financial Modeling, Securities, Bloomberg, Investments, Structured Finance, Valuation
Education
Carnegie Mellon University 2003 — 2004
N/A, Fin'l Engineering
NYU 2001 — 2003
N/A, Economics
Rutgers 1981 — 1983
MBA, Finance
Lafayette College 1976 — 1980
BA, English/History
Christopher Chase's BZW (Barclays de Zoete Wedd) Experience 1997 - 1998
Job Director, Trading at China Renaissance Securities
Industry Financial Services
Experience
China Renaissance Securities September 2014 - Present
Oppenheimer & Co. February 2012 - October 2013
Instinet Incorporated June 2007 - February 2012
JPMorgan Chase 2004 - 2007
Dragon Gallery October 2001 - 2006
Donaldson, Lufkin & Jenrette, Asia 1998 - 2001
BZW (Barclays de Zoete Wedd) 1997 - 1998
Natwest Securities, New York 1995 - 1997
Crosby Securities, New York 1994 - 1995
Baring Securities, New York 1987 - 1994
Skills
Trading, Options, Equities, Securities, Capital Markets, Back Office, Electronic Trading, Financial Markets, Sales, Trading Systems, Hedge Funds, Series 7, Start-ups, Equity Trading, Equity Derivatives, Proprietary Trading, ETFs, Trading Strategies, Fixed Income, Series 63, FINRA, Bloomberg, Derivatives, Market Making, Equity Research, Emerging Markets
Education
Columbia University in the City of New York 1982 — 1986
China Renaissance Securities September 2014 - Present
Oppenheimer & Co. February 2012 - October 2013
Instinet Incorporated June 2007 - February 2012
JPMorgan Chase 2004 - 2007
Dragon Gallery October 2001 - 2006
Donaldson, Lufkin & Jenrette, Asia 1998 - 2001
BZW (Barclays de Zoete Wedd) 1997 - 1998
Natwest Securities, New York 1995 - 1997
Crosby Securities, New York 1994 - 1995
Baring Securities, New York 1987 - 1994
Skills
Trading, Options, Equities, Securities, Capital Markets, Back Office, Electronic Trading, Financial Markets, Sales, Trading Systems, Hedge Funds, Series 7, Start-ups, Equity Trading, Equity Derivatives, Proprietary Trading, ETFs, Trading Strategies, Fixed Income, Series 63, FINRA, Bloomberg, Derivatives, Market Making, Equity Research, Emerging Markets
Education
Columbia University in the City of New York 1982 — 1986
Jim Vestal's BZW (Barclays de Zoete Wedd) Experience 1992 - 1996
Job Independent Financial Services Professional
Industry Financial Services
Experience
JDY Associates 2008 - Present
Vinson & Elkins 2012 - 2013
Normandy Asset Management 1997 - 1999
BZW (Barclays de Zoete Wedd) 1992 - 1996
Skills
Fluent Japanese, Fluent Spanish, Equities, Spanish, Hedge Funds, Asset Managment, Capital Markets, Investments, Financial Markets, Portfolio Management, Alternative Investments, Fixed Income, Equity Research, Economics, Investment Banking, Asset Management, Private Equity, Emerging Markets
Education
University of Michigan 1978 — 1983
PhD, Economics
Wittenberg University 1973 — 1978
BA, Mathematics, East Asian Studies
JDY Associates 2008 - Present
Vinson & Elkins 2012 - 2013
Normandy Asset Management 1997 - 1999
BZW (Barclays de Zoete Wedd) 1992 - 1996
Skills
Fluent Japanese, Fluent Spanish, Equities, Spanish, Hedge Funds, Asset Managment, Capital Markets, Investments, Financial Markets, Portfolio Management, Alternative Investments, Fixed Income, Equity Research, Economics, Investment Banking, Asset Management, Private Equity, Emerging Markets
Education
University of Michigan 1978 — 1983
PhD, Economics
Wittenberg University 1973 — 1978
BA, Mathematics, East Asian Studies
Peter Hadingham's BZW (Barclays de Zoete Wedd) Experience July 1995 - November 1995
Job Director at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers 1997 - 2008
Dresdner RCM/Kleinwort Benson January 1997 - December 1997
SG Warburg/Mercury Asset Management April 1996 - January 1997
Long Term Capital Management December 1995 - April 1996
BZW (Barclays de Zoete Wedd) July 1995 - November 1995
Skills
Equity Repo, Equity Funding, Collateral Management, Financial Regulation, Securities Lending, Prime Brokerage, Equity Derivatives, Equities, Hedge Funds, Middle Office, Capital Markets, Trading, Structured Products, Bonds, Investment Banking, Asset Management, Financial Markets, Fixed Income, Derivatives, Trading Systems
Education
University of Manchester - Manchester Business School 1992 — 1995
BSc., Geography
Wimbledon College 1987 — 1992
Barclays Capital September 2008 - Present
Lehman Brothers 1997 - 2008
Dresdner RCM/Kleinwort Benson January 1997 - December 1997
SG Warburg/Mercury Asset Management April 1996 - January 1997
Long Term Capital Management December 1995 - April 1996
BZW (Barclays de Zoete Wedd) July 1995 - November 1995
Skills
Equity Repo, Equity Funding, Collateral Management, Financial Regulation, Securities Lending, Prime Brokerage, Equity Derivatives, Equities, Hedge Funds, Middle Office, Capital Markets, Trading, Structured Products, Bonds, Investment Banking, Asset Management, Financial Markets, Fixed Income, Derivatives, Trading Systems
Education
University of Manchester - Manchester Business School 1992 — 1995
BSc., Geography
Wimbledon College 1987 — 1992
Robert Russo's BZW (Barclays de Zoete Wedd) Experience 1993 - 1995
Job Director Internal Audit Investment Bank Global Rates
Industry Banking
Experience
Barclays 2014 - Present
Citi 2009 - 2014
HedgeServ 2008 - 2009
Bear Stearns Companies/JPMorgan Chase 2000 - 2008
Sanwa Financial Products 1995 - 2000
BZW (Barclays de Zoete Wedd) 1993 - 1995
Chemical Banking Corporation 1989 - 1993
Skills
Product Control, Market Risk, Banking, Valuation
Education
Adelphi University 1989 — 1992
Master's degree, Corporate Finance and Investments, 3.9 Magna Cum Laude
Adelphi University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Business Management and Finance, 3.7 Magna Cum Laude
Barclays 2014 - Present
Citi 2009 - 2014
HedgeServ 2008 - 2009
Bear Stearns Companies/JPMorgan Chase 2000 - 2008
Sanwa Financial Products 1995 - 2000
BZW (Barclays de Zoete Wedd) 1993 - 1995
Chemical Banking Corporation 1989 - 1993
Skills
Product Control, Market Risk, Banking, Valuation
Education
Adelphi University 1989 — 1992
Master's degree, Corporate Finance and Investments, 3.9 Magna Cum Laude
Adelphi University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Business Management and Finance, 3.7 Magna Cum Laude
Ian David Levy's BZW (Barclays de Zoete Wedd) Experience September 1993 - March 1996
Job Director at Riskspan, Inc.
Industry Financial Services
Experience
Riskspan, Inc. March 2012 - November 2012
Further Lane asset Management July 2010 - March 2012
Millennium Partners October 2008 - October 2009
The Seaport Group July 2008 - October 2008
Interactive Data April 1996 - April 2008
BZW (Barclays de Zoete Wedd) September 1993 - March 1996
UBS Investment Bank September 1990 - February 1993
Prudential Financial February 1987 - August 1990
Dean Witter Reynolds February 1986 - January 1987
Paine Webber February 1985 - January 1986
Skills
Capital Markets, Bloomberg, Structured Products, ABS, Analysis, Valuation, MBS, Derivatives, Bonds
Education
Florida Atlantic University 1981 — 1984
BBA, Finance
Riskspan, Inc. March 2012 - November 2012
Further Lane asset Management July 2010 - March 2012
Millennium Partners October 2008 - October 2009
The Seaport Group July 2008 - October 2008
Interactive Data April 1996 - April 2008
BZW (Barclays de Zoete Wedd) September 1993 - March 1996
UBS Investment Bank September 1990 - February 1993
Prudential Financial February 1987 - August 1990
Dean Witter Reynolds February 1986 - January 1987
Paine Webber February 1985 - January 1986
Skills
Capital Markets, Bloomberg, Structured Products, ABS, Analysis, Valuation, MBS, Derivatives, Bonds
Education
Florida Atlantic University 1981 — 1984
BBA, Finance
Jill Russo's BZW (Barclays de Zoete Wedd) Experience 1996 - 1998
Job Realtor at TRI Coldwell Banker
Industry Real Estate
Experience
Argos Wealth Advisors 2012 - Present
TRI Coldwell Banker 2004 - Present
Dialpad 2002 - 2004
Net2Phone 2001 - 2003
BZW (Barclays de Zoete Wedd) 1996 - 1998
Skills
Sellers, Real Estate, Relocation, First Time Home Buyers, Condos, Single Family Homes, Investment Properties, Short Sales, Residential Homes, Foreclosures, Listings, Buyer Representation
Education
San Diego State University-California State University 1994 — 1996
Bachelor degree, International Business
Sorbonne University 1993 — 1993
Argos Wealth Advisors 2012 - Present
TRI Coldwell Banker 2004 - Present
Dialpad 2002 - 2004
Net2Phone 2001 - 2003
BZW (Barclays de Zoete Wedd) 1996 - 1998
Skills
Sellers, Real Estate, Relocation, First Time Home Buyers, Condos, Single Family Homes, Investment Properties, Short Sales, Residential Homes, Foreclosures, Listings, Buyer Representation
Education
San Diego State University-California State University 1994 — 1996
Bachelor degree, International Business
Sorbonne University 1993 — 1993
Alan Mantell's BZW (Barclays de Zoete Wedd) Experience 1993 - 1995
Job President, Mantell Advisory, LLC
Industry Financial Services
Experience
BZW (Barclays de Zoete Wedd) 1993 - 1995
Skills
Investments, Asset Management, Portfolio Management, Financial Analysis, Business Strategy, Strategic Planning, Alternative Investments, Wealth Management, Private Equity, Venture Capital, Due Diligence, Corporate Finance, Entrepreneurship, Valuation, Financial Modeling
Education
Columbia Law School 1968 — 1971
Doctor of Law (JD)
University of Chicago 1964 — 1968
Bachelor of Arts (B.A.), Economics
BZW (Barclays de Zoete Wedd) 1993 - 1995
Skills
Investments, Asset Management, Portfolio Management, Financial Analysis, Business Strategy, Strategic Planning, Alternative Investments, Wealth Management, Private Equity, Venture Capital, Due Diligence, Corporate Finance, Entrepreneurship, Valuation, Financial Modeling
Education
Columbia Law School 1968 — 1971
Doctor of Law (JD)
University of Chicago 1964 — 1968
Bachelor of Arts (B.A.), Economics
JC Kim's BZW (Barclays de Zoete Wedd) Experience 1993 - 1995
Job Experienced Investment Professional, CFA
Industry Financial Services
Experience
Korea Investment & Securities Co., Ltd 2001 - 2003
ICOLS 1999 - 2001
UBS Investment Bank 1995 - 1998
BZW (Barclays de Zoete Wedd) 1993 - 1995
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1987
MBA, Finance
Korea Investment & Securities Co., Ltd 2001 - 2003
ICOLS 1999 - 2001
UBS Investment Bank 1995 - 1998
BZW (Barclays de Zoete Wedd) 1993 - 1995
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1987
MBA, Finance
Blaise Jenkins's BZW (Barclays de Zoete Wedd) Experience 1995 - 1997
Job Global Head of Change Asset Management at Credit Suisse
Industry Banking
Experience
Credit Suisse February 2009 - Present
Credit Suisse January 2008 - January 2009
Bank of America October 2006 - December 2007
Credit Suisse April 2005 - October 2006
Credit Suisse January 2001 - April 2005
Barclays Capital 1999 - December 2000
Barclays Capital 1997 - 1999
BZW (Barclays de Zoete Wedd) 1995 - 1997
Goldman Sachs 1993 - 1995
Goldman Sachs 1992 - 1993
Education
Exeter University
Bachelor of Science (B.S.)
Credit Suisse February 2009 - Present
Credit Suisse January 2008 - January 2009
Bank of America October 2006 - December 2007
Credit Suisse April 2005 - October 2006
Credit Suisse January 2001 - April 2005
Barclays Capital 1999 - December 2000
Barclays Capital 1997 - 1999
BZW (Barclays de Zoete Wedd) 1995 - 1997
Goldman Sachs 1993 - 1995
Goldman Sachs 1992 - 1993
Education
Exeter University
Bachelor of Science (B.S.)
Adriana Emilio Morabito's BZW (Barclays de Zoete Wedd) Experience January 1991 - July 1995
Job Operations FK General Contractors, Inc.
Industry Construction
Experience
FK General Contractors, Inc. January 2005 - Present
WestLB August 1995 - June 2004
BZW (Barclays de Zoete Wedd) January 1991 - July 1995
Skills
Account Reconciliation, Fixed Income, Management, Trading, Securities, Accounting, Auditing, Finance, Cash Management, Corporate Finance, Mergers & Acquisitions, Equities, Portfolio Management, Risk Management, Investment Banking, Capital Markets, Derivatives, Investments, Banking, Asset Management, Series 7, Hedge Funds, Strategic Planning
Education
Pace University - Lubin School of Business 1988 — 1992
Bachelor of Business Administration (BBA), Economics
FK General Contractors, Inc. January 2005 - Present
WestLB August 1995 - June 2004
BZW (Barclays de Zoete Wedd) January 1991 - July 1995
Skills
Account Reconciliation, Fixed Income, Management, Trading, Securities, Accounting, Auditing, Finance, Cash Management, Corporate Finance, Mergers & Acquisitions, Equities, Portfolio Management, Risk Management, Investment Banking, Capital Markets, Derivatives, Investments, Banking, Asset Management, Series 7, Hedge Funds, Strategic Planning
Education
Pace University - Lubin School of Business 1988 — 1992
Bachelor of Business Administration (BBA), Economics
Robert Kennedy's BZW (Barclays de Zoete Wedd) Experience 1993 - 1998
Job Director, U.S. Sales at Enclave Capital
Industry
Experience
Enclave Capital August 2012 - Present
BZW (Barclays de Zoete Wedd) 1993 - 1998
Education
RMIT University
Journalism
Enclave Capital August 2012 - Present
BZW (Barclays de Zoete Wedd) 1993 - 1998
Education
RMIT University
Journalism