Coutts Company
Industry: Private banking company
DescriptionCoutts and Co. is a private bank and wealth manager, founded in 1692. It is the seventh oldest bank in the world. Today, Coutts forms part of RBS Group's wealth management division. CEO: Peter Flavel (Mar 2016–) Parent organization: NatWest Holdings Inc. Headquarters: London, United Kingdom Number of employees: 2,000 Founded: 1692 Subsidiaries: Coutts & Co, Research Division, Coutts & Co., Asset Management Arm
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Coutts Employees
Employee
Years
Job
Industry
Daniel Hillis Daniel Hillis's Coutts Experience May 1998 - December 1999
Job Managing Partner
Industry Capital Markets
Experience
Madison Merchant Group LLC November 2007 - Present
Madison Capital Markets, LLC. October 2007 - Present
INTL Trading April 2004 - October 2007
Alquimia Architecture June 2004 - August 2007
Standard New York Securities January 2000 - April 2004
Coutts May 1998 - December 1999
Van Eck Global 1997 - 1998
Banco de Colombia (Ecuador) 1994 - 1997
Citi June 1991 - September 1993
Skills
Capital Markets, Investments, Fixed Income, Bonds, Securities, Bloomberg, Trading, Asset Management, Emerging Markets, Portfolio Management, Investment Banking, Options, Equities, Hedge Funds, Series 7, Series 24, Series 63, Salesforce.com, Mergers & Acquisitions
Education
Northeastern University
BS, Finance & Management
Madison Merchant Group LLC November 2007 - Present
Madison Capital Markets, LLC. October 2007 - Present
INTL Trading April 2004 - October 2007
Alquimia Architecture June 2004 - August 2007
Standard New York Securities January 2000 - April 2004
Coutts May 1998 - December 1999
Van Eck Global 1997 - 1998
Banco de Colombia (Ecuador) 1994 - 1997
Citi June 1991 - September 1993
Skills
Capital Markets, Investments, Fixed Income, Bonds, Securities, Bloomberg, Trading, Asset Management, Emerging Markets, Portfolio Management, Investment Banking, Options, Equities, Hedge Funds, Series 7, Series 24, Series 63, Salesforce.com, Mergers & Acquisitions
Education
Northeastern University
BS, Finance & Management
Alice Morris Alice Morris's Coutts Experience July 1998 - November 1999
Job Regional Compliance Manager International Americas Global Financial Institutions Compliance at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2014 - Present
SolomonEdwardsGroup March 2013 - January 2014
AEM Advisory, LLC October 2012 - March 2013
Bank Hapoalim August 2010 - September 2012
BBVA June 2008 - June 2010
BBVA August 2006 - May 2008
BBVA April 2004 - August 2006
BBVA December 2000 - April 2004
BBVA December 1999 - December 2000
Coutts July 1998 - November 1999
Skills
Banking, AML, Private Banking, Risk Management, OFAC, Investment Banking, Bank Secrecy Act, Due Diligence, KYC, USA PATRIOT Act, Securities, FATF-GAFI, NDIP Suitability, SOX Compliance, Internal Controls, Operational Risk Basel..., Acquisition Due..., AML Monitoring Systems, International Compliance, Project Management, Sarbanes-Oxley Act, Capital Markets, Operational Risk..., Investments, Financial Services, Credit Analysis, Financial Risk, Credit, Credit Risk, Fraud, Enterprise Risk..., Corporate Governance, Management, Management Consulting, Financial Institutions, Loans, Anti Money Laundering
Education
BBVA Escuela de Management - IESE 2004 — 2004
Programa Corporativo de Direccion, Management
The University of Texas at Austin 1985 — 1987
Master of Business Administration (MBA), Finance, General
Southern Methodist University - Cox School of Business 1981 — 1985
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo January 2014 - Present
SolomonEdwardsGroup March 2013 - January 2014
AEM Advisory, LLC October 2012 - March 2013
Bank Hapoalim August 2010 - September 2012
BBVA June 2008 - June 2010
BBVA August 2006 - May 2008
BBVA April 2004 - August 2006
BBVA December 2000 - April 2004
BBVA December 1999 - December 2000
Coutts July 1998 - November 1999
Skills
Banking, AML, Private Banking, Risk Management, OFAC, Investment Banking, Bank Secrecy Act, Due Diligence, KYC, USA PATRIOT Act, Securities, FATF-GAFI, NDIP Suitability, SOX Compliance, Internal Controls, Operational Risk Basel..., Acquisition Due..., AML Monitoring Systems, International Compliance, Project Management, Sarbanes-Oxley Act, Capital Markets, Operational Risk..., Investments, Financial Services, Credit Analysis, Financial Risk, Credit, Credit Risk, Fraud, Enterprise Risk..., Corporate Governance, Management, Management Consulting, Financial Institutions, Loans, Anti Money Laundering
Education
BBVA Escuela de Management - IESE 2004 — 2004
Programa Corporativo de Direccion, Management
The University of Texas at Austin 1985 — 1987
Master of Business Administration (MBA), Finance, General
Southern Methodist University - Cox School of Business 1981 — 1985
Bachelor of Business Administration (BBA), Finance, General
Fredy Zuberbuehler Fredy Zuberbuehler's Coutts Experience September 1995 - February 2000
Job Chief Compliance Officer LGT & SACO Board
Industry Banking
Experience
LGT Bank AG June 2011 - Present
SACO - Swiss Association of Compliance Officers December 1998 - Present
Community Council of Zumikon (Gemeinderat) May 1998 - October 2011
LGT Bank AG August 2007 - May 2011
Alters- und Pflegezentrum Zollingerheim, Forch May 2006 - May 2010
Julius Baer March 2000 - April 2007
Coutts September 1995 - February 2000
Zurich Stock Exchange Commissioner Office July 1987 - July 1995
UBS March 1986 - June 1987
La Genevoise Assurance sur la Vie August 1984 - December 1985
Skills
FATCA, MiFID,..., Management, Banking, Project Management, Hedge Funds, AML, Securities, Structured Products, Private Banking, Derivatives, Financial Markets, Asset Management
Education
London Business School 2005 — 2005
International Institute for Management Development, IMD, Lausanne 2001 — 2001
Freies Gymnasium Zurich 1969 — 1975
High School Diploma Type B, Latin
Zurich University
MLaw, Law
LGT Bank AG June 2011 - Present
SACO - Swiss Association of Compliance Officers December 1998 - Present
Community Council of Zumikon (Gemeinderat) May 1998 - October 2011
LGT Bank AG August 2007 - May 2011
Alters- und Pflegezentrum Zollingerheim, Forch May 2006 - May 2010
Julius Baer March 2000 - April 2007
Coutts September 1995 - February 2000
Zurich Stock Exchange Commissioner Office July 1987 - July 1995
UBS March 1986 - June 1987
La Genevoise Assurance sur la Vie August 1984 - December 1985
Skills
FATCA, MiFID,..., Management, Banking, Project Management, Hedge Funds, AML, Securities, Structured Products, Private Banking, Derivatives, Financial Markets, Asset Management
Education
London Business School 2005 — 2005
International Institute for Management Development, IMD, Lausanne 2001 — 2001
Freies Gymnasium Zurich 1969 — 1975
High School Diploma Type B, Latin
Zurich University
MLaw, Law
Mauricio De La Torre Mauricio De La Torre's Coutts Experience January 1999 - July 2003
Job Senior Business Developer
Industry Banking
Experience
BancTrust November 2013 - January 2015
Investment Placement Group October 2012 - August 2013
Torino Capital LLC January 2012 - November 2012
Gleacher and Co August 2011 - January 2012
Hamershlag Sulzberger Borg February 2008 - June 2011
HSBC January 2003 - December 2007
Coutts January 1999 - July 2003
Deutsche Bank January 1996 - December 1998
Citi 1991 - 1996
Skills
Fixed Income, Capital Markets, Investment Banking, Valuation, Investments, Trading, Derivatives, Hedge Funds, High Yield, Corporate Finance, Portfolio Management, Financial Markets, Private Equity, Alternative Investments, Emerging Markets, Bonds, Asset Management, Structured Products, Bloomberg, Structured Finance, Investment Strategies, Financial Structuring, Venture Capital, Equity Research, Investment Management
Education
Colorado State University 1987 — 1991
BA/IR
USIU 1988 — 1990
MF, Finance
Harvard University 1988 — 1988
Political Science and Government
Culver Military Academy 1983 — 1987
United States International University
MF Finance
BancTrust November 2013 - January 2015
Investment Placement Group October 2012 - August 2013
Torino Capital LLC January 2012 - November 2012
Gleacher and Co August 2011 - January 2012
Hamershlag Sulzberger Borg February 2008 - June 2011
HSBC January 2003 - December 2007
Coutts January 1999 - July 2003
Deutsche Bank January 1996 - December 1998
Citi 1991 - 1996
Skills
Fixed Income, Capital Markets, Investment Banking, Valuation, Investments, Trading, Derivatives, Hedge Funds, High Yield, Corporate Finance, Portfolio Management, Financial Markets, Private Equity, Alternative Investments, Emerging Markets, Bonds, Asset Management, Structured Products, Bloomberg, Structured Finance, Investment Strategies, Financial Structuring, Venture Capital, Equity Research, Investment Management
Education
Colorado State University 1987 — 1991
BA/IR
USIU 1988 — 1990
MF, Finance
Harvard University 1988 — 1988
Political Science and Government
Culver Military Academy 1983 — 1987
United States International University
MF Finance
Martin Tsang, PhD Martin Tsang, PhD's Coutts Experience 2004 - 2008
Job CLIR Postdoctoral Fellow in History and Area Studies at University of Miami
Industry Research
Experience
University of Miami June 2015 - Present
University of Miami June 2015 - Present
Syndemics Project September 2013 - Present
Florida International University August 2008 - April 2014
Coutts 2004 - 2008
Skills
Teaching, Research, Higher Education, Science, Matlab, Public Speaking, Curriculum Design, Tutoring, Lecturing, Curriculum Development, Data Analysis, Statistics
Education
Florida International University 2008 — 2014
PhD and MA in Global & Sociocultural Studies, Anthropology
Florida International University 2008 — 2014
Doctor of Philosophy (Ph.D.), Cultural Anthropology
School of Oriental and African Studies, U. of London 2001 — 2002
Master's degree, Social Anthropology
University of Miami June 2015 - Present
University of Miami June 2015 - Present
Syndemics Project September 2013 - Present
Florida International University August 2008 - April 2014
Coutts 2004 - 2008
Skills
Teaching, Research, Higher Education, Science, Matlab, Public Speaking, Curriculum Design, Tutoring, Lecturing, Curriculum Development, Data Analysis, Statistics
Education
Florida International University 2008 — 2014
PhD and MA in Global & Sociocultural Studies, Anthropology
Florida International University 2008 — 2014
Doctor of Philosophy (Ph.D.), Cultural Anthropology
School of Oriental and African Studies, U. of London 2001 — 2002
Master's degree, Social Anthropology
Khaled El Sayyad's Coutts Experience June 2011 - July 2011
Job International Market Analyst
Industry International Affairs
Experience
Goddard Gunster, Inc. June 2012 - Present
Coutts June 2011 - July 2011
Auto Trade June 2010 - September 2010
A.M.P.T.C (Arab Maritime Petroleum Transportation Company) June 2009 - September 2009
Skills
Social Media, Analysis, Negotiation, PowerPoint, Training, Advocacy, Political Advertising, Microsoft Excel, Oil Trading, Strategic Communications, Public Relations, Political Campaigns, Shipping, Automotive, Digital Marketing, Politics, SEO, Google Analytics, Digital Communication..., OmniPlan, Arabic, French, Strategy, CRM, Integrated Marketing, Proposal Writing, Management, Marketing Communications, Microsoft Office, English
Education
Georgetown University 2013 — 2015
Master of Professional Studies in Public Relations and Corporate Communications
The George Washington University 2008 — 2012
Bachelor of Business Administration, International Business
Cairo American College 2005 — 2008
American Diploma and International Baccalaureate Certificates
Lycée Français du Caire 1993 — 2005
Brevet, French Studies
Goddard Gunster, Inc. June 2012 - Present
Coutts June 2011 - July 2011
Auto Trade June 2010 - September 2010
A.M.P.T.C (Arab Maritime Petroleum Transportation Company) June 2009 - September 2009
Skills
Social Media, Analysis, Negotiation, PowerPoint, Training, Advocacy, Political Advertising, Microsoft Excel, Oil Trading, Strategic Communications, Public Relations, Political Campaigns, Shipping, Automotive, Digital Marketing, Politics, SEO, Google Analytics, Digital Communication..., OmniPlan, Arabic, French, Strategy, CRM, Integrated Marketing, Proposal Writing, Management, Marketing Communications, Microsoft Office, English
Education
Georgetown University 2013 — 2015
Master of Professional Studies in Public Relations and Corporate Communications
The George Washington University 2008 — 2012
Bachelor of Business Administration, International Business
Cairo American College 2005 — 2008
American Diploma and International Baccalaureate Certificates
Lycée Français du Caire 1993 — 2005
Brevet, French Studies
Ali-Reza Vahabzadeh's Coutts Experience January 2012 - February 2014
Job Hedge Funds (Europe & Middle East)
Industry Financial Services
Experience
Far Hills Group, LLC December 2014 - Present
Peracon July 2014 - November 2014
Coutts January 2012 - February 2014
Citi August 2008 - January 2012
Citi September 2006 - August 2008
J. & W. Seligman March 2005 - August 2006
Morgan Stanley June 2000 - March 2005
Skills
Investments, Wealth Management, Asset Management, Private Banking, Portfolio Management, Asset Allocation, Banking, Investment Management, Relationship Management, Hedge Funds, Business Development, Financial Services, Wealth Management..., Retirement Planning, Series 63, Risk Management, Networking, Structured Products, Due Diligence, Asset Managment, Alternative Investments
Education
The George Washington University 1996 — 2000
B.A., International Affairs, with Area of Concentration in International Economics
TASIS - The American School In Switzerland (Lugano) 1995 — 1996
The Browning School - New York, New York 1985 — 1995
Far Hills Group, LLC December 2014 - Present
Peracon July 2014 - November 2014
Coutts January 2012 - February 2014
Citi August 2008 - January 2012
Citi September 2006 - August 2008
J. & W. Seligman March 2005 - August 2006
Morgan Stanley June 2000 - March 2005
Skills
Investments, Wealth Management, Asset Management, Private Banking, Portfolio Management, Asset Allocation, Banking, Investment Management, Relationship Management, Hedge Funds, Business Development, Financial Services, Wealth Management..., Retirement Planning, Series 63, Risk Management, Networking, Structured Products, Due Diligence, Asset Managment, Alternative Investments
Education
The George Washington University 1996 — 2000
B.A., International Affairs, with Area of Concentration in International Economics
TASIS - The American School In Switzerland (Lugano) 1995 — 1996
The Browning School - New York, New York 1985 — 1995
Craig Spital's Coutts Experience March 2002 - August 2003
Job Business Development – Electronic Trading
Industry Financial Services
Experience
Interactive Data 7ticks November 2009 - Present
Goldman Sachs August 2003 - January 2010
Coutts March 2002 - August 2003
Skills
Electronic Trading, Market Data, Options, Equities, Derivatives, FX Options, Financial Risk, Sales, Swaps, Co-location, Exchange Connectivity, High Frequency Trading, Trading Systems, Direct Market Access, Low Latency Trading, Managed Hosting, Algorithmic Trading, Tick Data, Series 7, Series 63, Trading System, Financial Services, Fixed Income, Financial Markets, Trading, Equity Trading, Hedge Funds, Commodity, FX trading, Bonds, Capital Markets, Bloomberg, ETFs, Foreign Exchange, Back Office, Hedging, Technical Analysis, Alternative Investments, Securities, FINRA, Portfolio Management, Asset Management, Mutual Funds
Education
Royal Holloway, University of London 1998 — 2001
Business Management, 2.1
Woodhouse VIth Form College 1996 — 1998
Business Studies, Law, History & Sociology
Mill Hill 1993 — 1996
Interactive Data 7ticks November 2009 - Present
Goldman Sachs August 2003 - January 2010
Coutts March 2002 - August 2003
Skills
Electronic Trading, Market Data, Options, Equities, Derivatives, FX Options, Financial Risk, Sales, Swaps, Co-location, Exchange Connectivity, High Frequency Trading, Trading Systems, Direct Market Access, Low Latency Trading, Managed Hosting, Algorithmic Trading, Tick Data, Series 7, Series 63, Trading System, Financial Services, Fixed Income, Financial Markets, Trading, Equity Trading, Hedge Funds, Commodity, FX trading, Bonds, Capital Markets, Bloomberg, ETFs, Foreign Exchange, Back Office, Hedging, Technical Analysis, Alternative Investments, Securities, FINRA, Portfolio Management, Asset Management, Mutual Funds
Education
Royal Holloway, University of London 1998 — 2001
Business Management, 2.1
Woodhouse VIth Form College 1996 — 1998
Business Studies, Law, History & Sociology
Mill Hill 1993 — 1996
Greg Streicher Greg Streicher's Coutts Experience 1999 - 2003
Job Assistant Operations Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management December 2013 - Present
CareerShift, LLC 2009 - 2011
Andy on Call 2004 - 2009
Coutts 1999 - 2003
KeyBank 1994 - 1996
Skills
Business Strategy, Cross-functional Team..., Entrepreneurship, New Business Development, Project Management, Competitive Analysis, Corporate Finance, Capital Markets, Financial Analysis, Risk Management, Financial Markets, Asset Management, Portfolio Management, Equities, Derivatives, Alternative Investments, Account Management, CRM, Investments
Education
Thunderbird School of Global Management 1997 — 1999
Master of Business Administration (M.B.A.), International Finance
University of Colorado Boulder 1990 — 1992
Bachelor's Degree, History
UBS Wealth Management December 2013 - Present
CareerShift, LLC 2009 - 2011
Andy on Call 2004 - 2009
Coutts 1999 - 2003
KeyBank 1994 - 1996
Skills
Business Strategy, Cross-functional Team..., Entrepreneurship, New Business Development, Project Management, Competitive Analysis, Corporate Finance, Capital Markets, Financial Analysis, Risk Management, Financial Markets, Asset Management, Portfolio Management, Equities, Derivatives, Alternative Investments, Account Management, CRM, Investments
Education
Thunderbird School of Global Management 1997 — 1999
Master of Business Administration (M.B.A.), International Finance
University of Colorado Boulder 1990 — 1992
Bachelor's Degree, History
Caroline Vidalenc Caroline Vidalenc's Coutts Experience 2002 - Present
Job Associate, Relationship Management
Industry Banking
Experience
Coutts 2002 - Present
Cornèr Banca SA 2000 - 2002
Skills
Client Experience, Team Management, Risk and Compliance
Education
Université Nice Sophia Antipolis
DEA Economy/Finance
University Nice Sophia Antipolis
Masters Finance/Economy
Coutts 2002 - Present
Cornèr Banca SA 2000 - 2002
Skills
Client Experience, Team Management, Risk and Compliance
Education
Université Nice Sophia Antipolis
DEA Economy/Finance
University Nice Sophia Antipolis
Masters Finance/Economy
Victor Summers's Coutts Experience
Job Investment Manager at Coutts
Industry Financial Services
Experience
Coutts
Skills
Investments, Alternative Investments, Investment Advisory, Foreign Investment, Return on Investment, Investment Strategies, Investment Management, Key Account Management, Key Account Development, Key Performance..., Key Account..., Account Management, Management, Financial Services, Business Strategy
Education
Harvard Business School
Master of Business Administration (M.B.A.), Investments and Securities
Coutts
Skills
Investments, Alternative Investments, Investment Advisory, Foreign Investment, Return on Investment, Investment Strategies, Investment Management, Key Account Management, Key Account Development, Key Performance..., Key Account..., Account Management, Management, Financial Services, Business Strategy
Education
Harvard Business School
Master of Business Administration (M.B.A.), Investments and Securities
Dr. Daniel Winiger Dr. Daniel Winiger's Coutts Experience January 1985 - May 1989
Job Senior Staff Chaplain at Wellmont Health System
Industry Hospital & Health Care
Experience
Wellmont Health System January 2008 - Present
Our Lady of the Lake Regional Medical Center December 2001 - June 2003
Coutts January 1985 - May 1989
Skills
Hospitals, Healthcare, Chaplaincy, Healthcare Management, Clinical Research, Program Development, Patient Advocacy, Pastoral Care, Crisis Intervention, Religion, Mental Health, Emergency Room, Theology, Liturgy, Community Outreach, Preaching, Pastoral Counseling, Leadership Development
Education
Asbury Theological Seminary 2003 — 2007
Doctor of Ministry, Leadership Development
MDAnderson Cancer Center 2002 — 2003
CPE, Clinical Pastoral Education
Southern Adventist University 1995 — 1997
Bachelor of Business Administration (B.B.A.), Nursing Home Administration
Pentecostal Theological Seminary 1989 — 1992
Master of Divinity (MDiv), Biblical Studies and Theology
Wellmont Health System January 2008 - Present
Our Lady of the Lake Regional Medical Center December 2001 - June 2003
Coutts January 1985 - May 1989
Skills
Hospitals, Healthcare, Chaplaincy, Healthcare Management, Clinical Research, Program Development, Patient Advocacy, Pastoral Care, Crisis Intervention, Religion, Mental Health, Emergency Room, Theology, Liturgy, Community Outreach, Preaching, Pastoral Counseling, Leadership Development
Education
Asbury Theological Seminary 2003 — 2007
Doctor of Ministry, Leadership Development
MDAnderson Cancer Center 2002 — 2003
CPE, Clinical Pastoral Education
Southern Adventist University 1995 — 1997
Bachelor of Business Administration (B.B.A.), Nursing Home Administration
Pentecostal Theological Seminary 1989 — 1992
Master of Divinity (MDiv), Biblical Studies and Theology
Monica Kaufmann | President, Kaufmann de Suisse Jeweller's Coutts Experience September 1994 - June 1995
Job I HONOR MY WORD, WORK WITH INTEGRITY, CREATE BEAUTY & DELIVER VALUE I DESIGN PRECIOUS JEWELS DESIGNS BY LADY M
Industry Luxury Goods & Jewelry
Experience
Kaufmann de Suisse Jewellers 2002 - Present
Coutts September 1994 - June 1995
Credit Suisse April 1991 - June 1994
Skills
Public Speaking, Watches, Luxury Goods, Diamonds, Gemology, Art, Gems, Jewelry, Luxury, Handmade Jewelry, Luxury Lifestyle, Gold, Jewelry Design, Merchandising, Retail, Wholesale, Silver, Diamond Grading, Sales, Management, Trend Analysis, Styling, Nobility, Convention, Keynote Speaker, Innovation, Business Management, Business Intelligence, Fortune 500, Captain of Industry, Chic, Creation, Congress, Brand Development, Philanthropy, Celebrations, Fundraising, Governance, Asset Management, Event Planning, Entrepreneurship, Investment Banking, Leveraged Finance, High Net Worth..., Ultra High Net Worth..., Cultural, Auctions, Rings, Engagement Rings, Pearl
Education
William E. Simon School of Business 1996 — 1998
Master of Business Administration (MBA), Business/Commerce, General
Concordia University 1985 — 1989
Bachelor of Commerce (B.Com.), International Finance
Kaufmann de Suisse Jewellers 2002 - Present
Coutts September 1994 - June 1995
Credit Suisse April 1991 - June 1994
Skills
Public Speaking, Watches, Luxury Goods, Diamonds, Gemology, Art, Gems, Jewelry, Luxury, Handmade Jewelry, Luxury Lifestyle, Gold, Jewelry Design, Merchandising, Retail, Wholesale, Silver, Diamond Grading, Sales, Management, Trend Analysis, Styling, Nobility, Convention, Keynote Speaker, Innovation, Business Management, Business Intelligence, Fortune 500, Captain of Industry, Chic, Creation, Congress, Brand Development, Philanthropy, Celebrations, Fundraising, Governance, Asset Management, Event Planning, Entrepreneurship, Investment Banking, Leveraged Finance, High Net Worth..., Ultra High Net Worth..., Cultural, Auctions, Rings, Engagement Rings, Pearl
Education
William E. Simon School of Business 1996 — 1998
Master of Business Administration (MBA), Business/Commerce, General
Concordia University 1985 — 1989
Bachelor of Commerce (B.Com.), International Finance
Viriato A. Villamil's Coutts Experience October 1987 - December 2003
Job Vice President Controller at Bancafe International
Industry Banking
Experience
Bancafe International ConsultantBanco SantanderJanuary 2004 - October 2005
Coutts October 1987 - December 2003
Education
Florida International University 1974 — 1976
BBA, Accounting
Bancafe International ConsultantBanco SantanderJanuary 2004 - October 2005
Coutts October 1987 - December 2003
Education
Florida International University 1974 — 1976
BBA, Accounting
David Blackett's Coutts Experience 1993 - 1996
Job Associate Director, Drug Safety Compliance at Medivation
Industry Biotechnology
Experience
Medivation December 2014 - Present
Amgen 1997 - Present
Onyx Pharmaceuticals April 2013 - November 2014
Amgen 1997 - 2012
Amgen 1997 - 2012
Lincoln Trust Company (Jersey) Limited 1996 - 1997
Coutts 1993 - 1996
Skills
Validation, FDA, GxP, GMP, SDLC, Sop, Change Control, GLP, Quality System, 21 CFR Part 11, Computer System..., Quality Assurance, GAMP, GCP, CAPA
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2007
Master of Business Administration (MBA), Leadership
Humberside Business School 1992 — 1993
Postgraduate Diploma, Quality Management
Salford University 1988 — 1992
B.Sc (with Honors), Mathematics
Medivation December 2014 - Present
Amgen 1997 - Present
Onyx Pharmaceuticals April 2013 - November 2014
Amgen 1997 - 2012
Amgen 1997 - 2012
Lincoln Trust Company (Jersey) Limited 1996 - 1997
Coutts 1993 - 1996
Skills
Validation, FDA, GxP, GMP, SDLC, Sop, Change Control, GLP, Quality System, 21 CFR Part 11, Computer System..., Quality Assurance, GAMP, GCP, CAPA
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2007
Master of Business Administration (MBA), Leadership
Humberside Business School 1992 — 1993
Postgraduate Diploma, Quality Management
Salford University 1988 — 1992
B.Sc (with Honors), Mathematics
Susan DeMino (Wittmer)'s Coutts Experience November 1991 - September 1998
Job Director at UBS
Industry Investment Banking
Experience
UBS September 1998 - Present
Coutts November 1991 - September 1998
Bank of East Asia 1985 - 1991
Skills
Fixed Income, Derivatives, Investment Banking, Equities, Capital Markets, Credit Derivatives, Hedge Funds, Middle Office, Operational Risk, Structured Products, Private Banking, Trading Systems, Bloomberg, FX Options, Financial Markets, Alternative Investments, Securities, Series 63, Trading, Banking, Prime Brokerage, Equity Derivatives
Education
Baruch College, City University of New York (CUNY) 1985 — 1991
BBA, Finance
UBS September 1998 - Present
Coutts November 1991 - September 1998
Bank of East Asia 1985 - 1991
Skills
Fixed Income, Derivatives, Investment Banking, Equities, Capital Markets, Credit Derivatives, Hedge Funds, Middle Office, Operational Risk, Structured Products, Private Banking, Trading Systems, Bloomberg, FX Options, Financial Markets, Alternative Investments, Securities, Series 63, Trading, Banking, Prime Brokerage, Equity Derivatives
Education
Baruch College, City University of New York (CUNY) 1985 — 1991
BBA, Finance
Diana Brandon's Coutts Experience November 1995 - March 1998
Job Retired Banking Consultant
Industry Banking
Experience
Retired January 2010 - Present
Deutsche Bank September 2006 - January 2010
Banca Nazionale del Lavoro February 2006 - September 2006
HSBC May 2003 - July 2005
Barclays May 2002 - August 2002
Credit Lyonnais December 2000 - June 2001
Julius Baer September 1999 - February 2000
Hottinger Capital Corp March 1998 - September 1998
Coutts November 1995 - March 1998
Credit Suisse January 1991 - November 1995
Skills
Middle Office, Investment Banking, Securities, Banking, Credit, Due Diligence, AML, Securities Global..., Retail Branch Banking..., Bookkeeping, Research, Customer Service, Employee Management, Consulting, Microsoft Excel, General Ledger, Internal Audit, Proofreading, Account Reconciliation, Microsoft Word, Office Administration, Compliance, Employee Training, Bank Mergers
Education
University of Puerto Rico 1975 — 1980
Bachelor of Business Administration (BBA), Accounting
Retired January 2010 - Present
Deutsche Bank September 2006 - January 2010
Banca Nazionale del Lavoro February 2006 - September 2006
HSBC May 2003 - July 2005
Barclays May 2002 - August 2002
Credit Lyonnais December 2000 - June 2001
Julius Baer September 1999 - February 2000
Hottinger Capital Corp March 1998 - September 1998
Coutts November 1995 - March 1998
Credit Suisse January 1991 - November 1995
Skills
Middle Office, Investment Banking, Securities, Banking, Credit, Due Diligence, AML, Securities Global..., Retail Branch Banking..., Bookkeeping, Research, Customer Service, Employee Management, Consulting, Microsoft Excel, General Ledger, Internal Audit, Proofreading, Account Reconciliation, Microsoft Word, Office Administration, Compliance, Employee Training, Bank Mergers
Education
University of Puerto Rico 1975 — 1980
Bachelor of Business Administration (BBA), Accounting
Roger Sosa, MBA, PMP, CSM's Coutts Experience 1998 - 2004
Job Sr. Technology Professional – Business Systems Analysis – Project Management – IT Infrastructure – Information Security
Industry Information Technology and Services
Experience
NQuery Solutions January 2015 - Present
International Finance Bank (IFB) June 2010 - September 2014
New Global Solutions, Inc. March 2009 - June 2010
Temenos USA Inc. 2006 - 2009
Miami Marlins, L.P. October 2004 - October 2006
Coutts 1998 - 2004
Citizens Bank (Jamaica) January 1995 - 1998
Skills
Financial Services, Integration, Risk Management, Disaster Recovery, Business Process, Business Intelligence, Banking, Team Leadership, Consulting, Business Analysis, IT Strategy, Process Improvement, Professional Services, Project Management, Analysis
Education
University of Miami - School of Business 2002 — 2003
MBA, International Business
Florida International University
NQuery Solutions January 2015 - Present
International Finance Bank (IFB) June 2010 - September 2014
New Global Solutions, Inc. March 2009 - June 2010
Temenos USA Inc. 2006 - 2009
Miami Marlins, L.P. October 2004 - October 2006
Coutts 1998 - 2004
Citizens Bank (Jamaica) January 1995 - 1998
Skills
Financial Services, Integration, Risk Management, Disaster Recovery, Business Process, Business Intelligence, Banking, Team Leadership, Consulting, Business Analysis, IT Strategy, Process Improvement, Professional Services, Project Management, Analysis
Education
University of Miami - School of Business 2002 — 2003
MBA, International Business
Florida International University
P. Cameron Smith's Coutts Experience September 1988 - February 1996
Job Looking for new/challenging opportunities
Industry Information Technology and Services
Experience
Coca-Cola Hellenic Bottling Company 2014 - 2015
Coca-Cola Hellenic Bottling Company 2014 - 2015
The Coca-Cola Company October 1997 - April 2014
Coutts September 1988 - February 1996
Skills
SAP, Business Analysis, Process Improvement, SharePoint, Cross-functional Team..., Vendor Management, Team Leadership, Change Management, Project Management, Integration, SDLC, IBM iSeries, IT Management, Management, Business Process...
Education
Barry University 1989 — 1992
Bachelor, Computer Science
Queen's College 1971 — 1987
High School Diploma - Matura
Coca-Cola Hellenic Bottling Company 2014 - 2015
Coca-Cola Hellenic Bottling Company 2014 - 2015
The Coca-Cola Company October 1997 - April 2014
Coutts September 1988 - February 1996
Skills
SAP, Business Analysis, Process Improvement, SharePoint, Cross-functional Team..., Vendor Management, Team Leadership, Change Management, Project Management, Integration, SDLC, IBM iSeries, IT Management, Management, Business Process...
Education
Barry University 1989 — 1992
Bachelor, Computer Science
Queen's College 1971 — 1987
High School Diploma - Matura
Norma Green's Coutts Experience 1984 - 2001
Job VP Human Resources at Banco Santander
Industry Banking
Experience
Banco Santander International November 2005 - Present
AGROCENTRO 2002 - 2004
Coutts 1984 - 2001
Skills
Private Banking, Performance Management, Talent Management, Employee Engagement, Succession Planning, Deferred Compensation, Employee Relations, HR Policies, HR Transformation, Recruiting, Talent Acquisition, Change Management, Human Resources, Rewards, HR Consulting
Education
Incae, Harvard Business Affiliated 2000 — 2001
MBA
Barry University
Bachelor of Science (BS), Business Administration/Human Resources
Banco Santander International November 2005 - Present
AGROCENTRO 2002 - 2004
Coutts 1984 - 2001
Skills
Private Banking, Performance Management, Talent Management, Employee Engagement, Succession Planning, Deferred Compensation, Employee Relations, HR Policies, HR Transformation, Recruiting, Talent Acquisition, Change Management, Human Resources, Rewards, HR Consulting
Education
Incae, Harvard Business Affiliated 2000 — 2001
MBA
Barry University
Bachelor of Science (BS), Business Administration/Human Resources
Lucy Martinez Banuelos's Coutts Experience December 1995 - May 1998
Job Client service associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2009 - Present
Merrill Lynch July 1998 - May 2009
Coutts December 1995 - May 1998
Citibank January 1993 - October 1995
Republic Bank August 1986 - September 1991
Bank of America July 1982 - March 1985
Skills
Series 7, Series 63
Education
San Diego State University-California State University 1997 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Morgan Stanley Wealth Management May 2009 - Present
Merrill Lynch July 1998 - May 2009
Coutts December 1995 - May 1998
Citibank January 1993 - October 1995
Republic Bank August 1986 - September 1991
Bank of America July 1982 - March 1985
Skills
Series 7, Series 63
Education
San Diego State University-California State University 1997 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Vivian Puig's Coutts Experience April 2001 - January 2004
Job AVP at Banco Santander
Industry Banking
Experience
Banco Santander January 2004 - Present
Coutts April 2001 - January 2004
Barclays Bank February 1982 - April 2001
Education
Nova Southeastern University 1994 — 1997
Bachelor's degree, Business Administration and Management, General
Banco Santander January 2004 - Present
Coutts April 2001 - January 2004
Barclays Bank February 1982 - April 2001
Education
Nova Southeastern University 1994 — 1997
Bachelor's degree, Business Administration and Management, General
James Dow's Coutts Experience March 1998 - April 2003
Job Director of Examinations, Wealth Management & Operational Risk at Federal Reserve Bank of Atlanta
Industry Banking
Experience
Federal Reserve Bank of Atlanta March 2009 - Present
UBS Wealth Management February 2005 - March 2009
Federal Reserve Bank of Atlanta April 2003 - January 2005
Coutts March 1998 - April 2003
Federal Reserve Bank of Atlanta January 1996 - March 1998
Office of the Comptroller of the Currency June 1993 - January 1996
Skills
Certified Fiduciary and..., Certified Anti-Money...
Education
Cleveland State University 1991 — 1993
Master of Business Administration (MBA)
University of Florida 1984 — 1988
Bachelor of Arts (BA), International Relations and Affairs
Federal Reserve Bank of Atlanta March 2009 - Present
UBS Wealth Management February 2005 - March 2009
Federal Reserve Bank of Atlanta April 2003 - January 2005
Coutts March 1998 - April 2003
Federal Reserve Bank of Atlanta January 1996 - March 1998
Office of the Comptroller of the Currency June 1993 - January 1996
Skills
Certified Fiduciary and..., Certified Anti-Money...
Education
Cleveland State University 1991 — 1993
Master of Business Administration (MBA)
University of Florida 1984 — 1988
Bachelor of Arts (BA), International Relations and Affairs
First National Bank of Omaha
PIMCO
CIB Bank
Roth Capital Partners
Davis + Henderson
Pivotal Payments
Centerview Partners
Kotak Mahindra Bank