Experience
Camillalee.com   2006 - Present
Fire and Ice: My Wall Street Journey   2006 - 2014
KDI School of Public Policy and Management  2002 - 2007
Crossborder Capital Advisor   1997 - 2000
Credit Lyonnais Securities   1993 - 1997
Baring Securities Inc   1987 - 1993

Skills
Business Communications, Management, Business Development, Leadership, Entrepreneurship, Strategy, Nonprofits, Motivational Speaking, University Teaching, Business Management, Public Policy, Strategic Planning, Start-ups, Marketing, Marketing Strategy, Investment Banking, Writing, Mergers & Acquisitions, Business Strategy, Public Speaking, Sales, Social Media, Cross-functional Team..., Project Management

Education
Georgetown University
Leadership Coaching Certificate

Babson College
Master of Business Administration (M.B.A.)

Wellesley College
Bachelor's Degree, Political Science

Experience
SITA  August 2011 - Present
Aegis Software Inc.   December 2003 - August 2011
Information Builders  June 2003 - December 2003
Internosis  June 2002 - June 2003
Market Axess  November 2001 - April 2002
Credit Lyonnais Securities   August 1999 - December 2000

Skills
Configuration Management, Active Directory, Windows Server, ITIL, Disaster Recovery, DNS, Servers, Microsoft Exchange, DHCP, Integration, IIS, SharePoint, Security, Microsoft SQL Server, SAN, Microsoft Technologies, Enterprise Architecture, Storage Area Networks, Infrastructure, Virtualization, Cisco Technologies, Networking, Windows, Network Security, SQL, IT Management, Storage, System Deployment, Hardware, IT Service Management, Information Technology, Firewalls, Databases, WAN, IT Operations, NetApp, Data Center, VMware, Hyper-V, Outstanding..., Cloud Computing, Solution Architecture, VPN, Citrix, Architecture, VMware ESX, IT Strategy, Business Continuity, HP, Architectures

Education
New York Institute of Technology   1996 — 2000
BS, Mechanical Engineering

Florida Institute of Technology   1989 — 1991
BS, Mechanical Engineering

Experience
Advance Publications (Conde Nast, Brighthouse, etc)   2012 - Present
NBC Universal  May 2000 - June 2012
Merrill Lynch  November 1993 - March 2000
Credit Lyonnais Securities   June 1993 - November 1993

Skills
Investment Banking, Private Equity, Mergers, Corporate Finance, Valuation, Financial Modeling, Strategy, M&A experience, Mobile Devices, Business Strategy, French, Financial Analysis, Capital Markets, Management Consulting, Investments, Due Diligence, Project Finance, Marketing Strategy, Restructuring, Business Development

Education
Université Paris Dauphine   1992 — 1993
DESS, Finance d'Entreprise

Institut d'Etudes politiques de Paris   1989 — 1992
Diplome, Sciences Po Paris

Lycee Janson de Sailly   1987 — 1989
Kagne S, Economy and Sciences

Lycee Jules Ferry   1981 — 1987
Highschool, General

Experience
Vinicole / Duclot   August 2012 - Present
Vintus  August 2008 - August 2012
Wine and Spirits Magazine  July 2006 - July 2008
Credit Lyonnais Securities   February 2002 - October 2005
Bank of America  April 1998 - October 2001
UBS Investment Bank  June 1992 - April 1998

Skills
Wine Education, Strategic Planning, Wine, Wine Tasting, Marketing, New Business Development, Sales, Teaching Adults, Sales Management, Marketing Strategy, Wineries, Key Account Development, Key Account Management, Food & Beverage, Restaurants, Beverage Industry, Food, Brand Development, Hotels, Food Pairing, Wine & Spirits Industry, Pricing, Brand Management, Distributors

Education
Columbia University - School of International and Public Affairs   1990 — 1992
MIA, Finance

Trinity College-Hartford   1982 — 1986
BS, Political Science

Experience
Grenning Gallery   1997 - Present
Grenning Gallery   1999 - 2012
GFI Octagon   February 2010 - September 2010
Credit Lyonnais Securities   January 1992 - July 1995
Smith New Court Secutieis, Asia   November 1989 - January 1992
Goldman Sachs  1987 - 1989

Skills
Analy, Research, Microsoft Excel, Negotiation, Market Research, Entrepreneurship, Trading, Sales, Finance, Photography, Painting, Public Relations, Art, Social Networking, Fixed Income, Marketing, Management, Event Planning, French, Financial Modeling, Derivatives, Editing, PowerPoint, Strategic Planning, Nonprofits, Banking, Social Media Marketing, Event Management, Customer Service, Public Speaking, Risk Management, Marketing Strategy, Account Management, Budgets, Business Planning, Photoshop, Financial Analysis, Commodity, Business Development, Business Strategy, Microsoft Office, Corporate Finance, Advertising, Financial Services, English, Equity Research, Online Marketing, New Business Development, Microsoft Word, Team Building

Education
Denison University   1983 — 1987
Bachelors, Economics

Richard Montgomery
HIgh School Diploma

guild hall landscape design class

guild hall landscape design class

guild hall landscape design class

Experience
J.P. Morgan   June 2008 - Present
SS&C GlobeOp  August 2005 - June 2008
Credit Suisse  September 2003 - August 2005
Credit Lyonnais Securities   May 2000 - September 2003
J.P. Morgan   November 1998 - May 2000

Skills
Investment Banking, Bloomberg, Mutual Funds, Hedge Funds, Asset Management, Credit, Valuation, Prime Brokerage, Fixed Income, Derivatives, Equities, Loan Servicing, Middle Office, Back Office, Structured Products, Equity Derivatives, Geneva, Markit Serv Port Rec, Microsoft Office, Securities, Financial Services, Onboarding, Cash and Asset...

Education
Borough of Manhattan Community College

Fiorello H Laguardia Performing Arts
Dance

Experience
Ascendere Associates LLC   2009 - Present
Boston Private Value Investors   2005 - 2009
Irving Oil  June 2004 - August 2004
Pyramid Research  2002 - 2003
Credit Lyonnais Securities   2000 - 2001
Warburg Dillon Read  1999 - 2000
PaineWebber  1995 - 1999

Skills
Financial Modeling, Valuation, Equities, Financial Analysis, Portfolio Management, Equity Research, Asset Management, Investments, DCF, Private Equity, Hedge Funds, Corporate Finance, Business Strategy, Industry Analysis, Market Research, Excel, Analysis, Capital Markets, Competitive Analysis, Financial Markets, Business Modeling, Securities, Market Analysis, Budgeting, Finance, Trading, Strategy, Equity Valuation, Quantitative Analytics, Microsoft Excel, Bloomberg, Emerging Markets, Investment Management, Alternative Investments, Bloomberg Terminal, Investment Banking, Fixed Income, Asset Allocation, Investment Strategies, Series 7, Venture Capital, Bonds, Due Diligence

Education
Babson College   2003 — 2005
MBA

Babson College - Franklin W. Olin Graduate School of Business   2003 — 2005
MBA

Oberlin College   1989 — 1993
BA

Horace Greeley High School   1985 — 1989
High School Diploma

Experience
Banco Santander Internacional   June 2014 - Present
Banco Madrid   December 2013 - June 2014
Lazard Wealth Management   January 2012 - December 2012
BNP Paribas  April 2005 - December 2010
Popular Banca Privada   August 1999 - March 2005
Credit Lyonnais Securities   1998 - 1999
Daiwa Europe, Spain   March 1996 - May 1998

Education
IESE Business School - University of Navarra   2011 — 2011
PDG- General Management

€FPA (European Financial Planning Association)   2007 — 2007
EFA

Universidad San Pablo-CEU   1989 — 1994
Licenciatura, Empresariales

Experience
Diamond Sky Investments and Consulting LLC   March 2015 - Present
HSH Nordbank  January 2013 - December 2014
HSH Nordbank  August 2006 - January 2013
Aareal Financial Service USA   October 2003 - September 2006
Credit Lyonnais Securities   March 1998 - September 2003
NatWest Markets  September 1996 - March 1998

Education
Rutgers University-New Brunswick   1992 — 1996
BA, Economics, Computer Science

Bergen Catholic High School, Oradell, NJ   1988 — 1992

Experience
Lee Hecht Harrison  August 2011 - Present
DBM  April 2007 - August 2011
Lee and Associates  January 1998 - March 2007
Credit Lyonnais Securities   January 1996 - January 1998
SH&E  1993 - January 1996
Alex. Brown & Sons   1988 - 1992
Kidder, Peabody & Co.   1980 - 1987

Skills
Leadership Development, Organizational..., Management Consulting, Career Management, Published Author, Strategic Planning, Communication Skills, Cultural Diversity, Diversity & Inclusion, Performance Improvement, Management, Mergers & Acquisitions, Coaching, Strategy, Career Counseling, Human Resources, Executive Coaching, Executive Management, Marketing, Program Management, Leadership, Nonprofits, Employee Relations, Employee Training, Public Speaking, Training Delivery, Recruiting, Time Management, Corporate Finance, Talent Acquisition, Mentoring, Investments, Outplacement, Financial Services, Talent Management, Resume Writing, Training, Change Management, Organizational Design, Consulting

Education
New York University   1976 — 1980
B.A., Political Science, Pre-Law

Experience
9Alpha Capital   July 2015 - Present
C-Suite Associates LLC   February 2014 - July 2015
Pacific Global Advisors LLC  2011 - January 2014
Deutsche Bank  2003 - 2011
JPMorgan  2000 - 2003
Credit Lyonnais Securities   1996 - 2000
Barclays Bank  1992 - 1996
Anderson Consulting  1988 - 1990

Skills
Fixed Income, Derivatives, Structured Products, Credit Derivatives, Structured Finance, Swaps, Bonds, Securities, Currency, Leveraged Finance, Hedge Funds, Finance, Capital Markets, Rates, Equities, Investment Banking, Portfolio Management, Private Equity, Bloomberg, Interest Rate..., Equity Derivatives, Alternative Investments, Investment Management, Investment Strategies, Asset Allocation, FINRA, Investment Advisory, Hedging, Asset Management, Trading, Emerging Markets

Education
Columbia University - Columbia Business School   1990 — 1992
MBA, Finance

University of Virginia   1984 — 1988
BS, Systems Engineering

Experience
Hour Glass Podcast - Time to Talk - Podcast   November 2014 - Present
The Private Journey Magazine   October 2011 - Present
Candesco Productions   March 2004 - Present
Midnight Media Capture   December 2012 - Present
Bruno Associates Inc.   June 2014 - July 2015
NALIP  January 2010 - December 2011
American International Group  July 2007 - October 2008
Deutsche Bank  June 1999 - May 2002
Credit Lyonnais Securities   September 1996 - May 1999

Skills
Production, Television, Promotions, Multimedia, Proposal Writing, Scripting, Film Production, Writing, Film, Storytelling, Screenwriting, Video Production, Creative Writing, Public Relations, Video, Documentaries, Advertising, Commercials, Marketing Communications, SEO, Short Films, Voice Over, Feature Articles, New Media, Content Strategy, Online Advertising, Broadcast, Digital Media, Marketing, Web Content

Education
City University of New York-Hunter College   1993 — 1996
BA, political science; energy and environmental studies

Experience
StarCo Capital Advisors   2009 - Present
BMO Capital Markets  January 2004 - October 2008
AfricaOne   2001 - 2004
Barclays Investment Bank  2001 - 2001
Credit Lyonnais Securities   1997 - 2000

Skills
Fixed Income, Capital Markets, Bonds, Hedge Funds, Investment Banking, Leveraged Finance, Corporate Finance, Mergers & Acquisitions, Investments, High Yield, Restructuring, Credit, LBO, Financial Services, Loans, Loan Origination, Capital, Acquisitions, Mezzanine, FINRA, Capital Raising, Commercial Banking, Recapitalizations, Financial Structuring

Education
University of Pennsylvania - The Wharton School
MBA, Finance

Boston College
BS, Economics

Experience
Self-employed  2009 - 2014
Caisse de dépôt et placement du Québec   1997 - 2009
Credit Lyonnais Securities   1994 - 1997
Lehman Brothers  1989 - 1994

Education
Ecole polytechnique
Master of Science (M.Sc.)

Experience
Societe Generale Corporate and Investment Banking - SGCIB  February 2014 - February 2015
RCap Securities, Inc.   April 2012 - May 2013
Noor Bank   May 2008 - March 2012
BNL BNP Paribas   July 2005 - December 2007
Credit Agricole CIB (formerly Credit Lyonnais)   January 1996 - April 2005
Credit Lyonnais Securities   January 1995 - January 1996
HSBC (formerly Midland Bank plc)   January 1984 - January 1995
Midland Bank plc  January 1986 - January 1990
Midland Bank plc  January 1984 - January 1986
J.P. Morgan   January 1980 - January 1984

Skills
FX Options, Fixed Income, Money Market, Bonds, Trading, Treasury, Treasury Management, Structured Products, Derivatives, Portfolio Management, Swaps, Financial Risk, Interest Rate Risk..., Liquidity Management, Interest Rate..., Syndications, Banking, Options, Securities, Private Banking, Capital Markets, ALM, Islamic Finance, Financial Markets, Cash Management, Investments, Hedging, Financial Institutions, Investment Banking, Foreign Exchange, Currency, Credit, Finance, Funding, Emerging Markets, ABS, Trade Finance, Market Risk, Risk Management, Bloomberg, Securitization, Equities, Credit Risk, Liquidity, MBS, Hedge Funds, Operational Risk

Education
Lubin School of Business, Pace University   1982 — 1986
MBA, Finance

Mercy College
B.S, Business Administration

Experience
AllianceBernstein  2003 - 2007
Morgan Stanley  1999 - 2003
Credit Lyonnais Securities   1997 - 1999
Dean Witter Reynolds Inc.  1992 - 1997
Bull & Bear Group   1987 - 1992

Skills
Internal Communications, Marketing Communications, Integrated Marketing, Creative Direction, Marketing Strategy, Brand Management, Market Research, Financial Services, Corporate Communications

Education
Fordham University   1983 — 1987
Bachelor of Arts (B.A.), Economics, English Literature

Experience
KAS Rugs   November 2003 - Present
Bank of America  2002 - December 2003
Credit Lyonnais Securities   2002 - 2002
Banca Popolare di Milano   2001 - 2002
CIBC World Markets  1999 - 2001

Skills
Trading, Fixed Income, Financial Modeling, Investments, Money Market, Leveraged Finance, Business Development, New Business Development, Options, Valuation, Credit, Derivatives, Swaps, E-commerce, Capital Markets, Social Media Marketing, Corporate Branding, Licensing, Marketing, Digital Marketing

Education
Drew University   1995 — 1999
BA, Economics, Business Administration

Kent Place School   1989 — 1995
HS, High School

Experience
Make-A-Wish America  2001 - 2013
Weill Cornell Medical College  2002 - 2003
Credit Lyonnais Securities   October 1997 - June 1999
Lenox Hill Hospital  January 1995 - March 1999
Weill Cornell Medical College  January 1990 - October 1992

Skills
General Surgery, Immunology, Vascular Surgery, Laparoscopic Surgery, Internal Medicine, Plastic &..., Oil Painting, Social Security..., Fine Furniture Finishes, Furniture Finishes, Surgery, Healthcare, Community Outreach, Hospitals, Social Networking, Facebook, Medical Devices, Clinical Research, Healthcare Management, Medicine, Nonprofits, Public Speaking, Public Health

Education
Isabel O'Neil, Art of the Painted Finish   2008 — 2014
Fine furniture finishes

School of Visual Arts   2007 — 2010
Continuing Ed, Fine Arts

Weill Medical College of Cornell University   1991 — 1994
Physician Assistant, Medicine

Adelphi University   1985 — 1989
Bachelor of Science (BS), Pre-Med/ Business Mng't

Sacred Heart Academy   1980 — 1984

Experience
Emerging Globe Group   August 2011 - Present
Securities   October 2007 - 2008
ABN AMRO Bank N.V.   1999 - 2001
ABN AMRO  1998 - 2001
Caspian Securities  1996 - 1998
Scotiabank Inverlat  1994 - 1996
Credit Lyonnais Securities   1994 - 1996
Ardsley Partners  1986 - 1994

Skills
Equities, Latin America, Emerging Markets, Trading, Equity Research, Hedge Funds, Bloomberg, Capital Markets, Investment Banking, Private Equity, Valuation, Financial Markets, Sales, Sales Operations, Fixed Income, Investments, Equity Trading, Portfolio Management, Sales Process, Derivatives, Structured Finance, Alternative Investments

Education
Fairfield University   1982 — 1986
BS, Finance

Experience
Rassini Sab de CV   June 2015 - Present
Council on Foreign Relations  2015 - Present
Council on Foreign Relations  2006 - Present
Credit Lyonnais Securities   1995 - 1997
Indosuez Capital  1993 - 1995

Skills
Foreign Policy, Latin America, Policy Analysis, International Security, Public Policy, Economics, Civil Society, Emerging Markets, Political Science, Research, International..., Politics, Nonprofits, Spanish, International Relations, Foreign Affairs, Government, Mexican, National Security, Strategic Communications, Human Rights, Diplomacy, Political Risk Analysis, Qualitative Research, NGOs, Analysis, Economic Development

Education
Harvard University   2000 — 2006
PhD, Government

Yale University   1997 — 1999
M.A., International Relations

Yale University   1989 — 1993
B.A., Latin American Studies

Experience
Wander Financial Services LLC   December 2000 - Present
Wander Financial Services LLC   June 2000 - Present
Cowan Financial Group  1991 - 2000
Commonwealth Bank of Australia  1988 - 1991
Credit Lyonnais Securities   1986 - 1988
Swiss Bank Corp  1982 - 1986

Skills
Estate Planning, Insurance, Employee Benefits, Pensions, Retirement, Financial Planning, Investments

Education
New York University - Leonard N. Stern School of Business   1980 — 1982
MBA, Finance

University of Michigan
BA, Liberal Arts

Experience
Seed Scientific  October 2009 - Present
Datagram  November 2008 - October 2009
TVT Records  May 1991 - July 2008
Credit Lyonnais Securities   February 1989 - May 1990
Bank One (formerly First National Bank of Chicago)   October 1980 - June 1986

Skills
Start-ups, Strategy, Management, Forecasting, Entertainment, Financial Analysis, Financial Reporting

Education
New York University - Leonard N. Stern School of Business   1988 — 1990
MBA

University of Michigan - Stephen M. Ross School of Business   1976 — 1980
BBA, Economics

Experience
Credit Agricole Corporate and Investment Bank  June 2006 - Present
ING Capital  2002 - 2006
ING Barings  1997 - 2002
Credit Lyonnais Securities   1993 - 1997

Skills
Project Finance, Manage Client..., Team Leadership, Financial Modeling, Valuation, Private Equity, Capital Markets, Investment Banking, Corporate Finance, Portfolio Management, Equities, Due Diligence, Financial Analysis, Investments

Education
Columbia University - Columbia Business School   1990 — 1992
MBA, Finance

University of Vermont
Bachelor of Arts (B.A.)

Experience
Broadridge  2014 - 2015
Broadridge  2014 - 2015
Forest Laboratories  May 2010 - March 2014
KPMG LLP  April 2003 - March 2009
Credit Lyonnais Securities   July 2000 - January 2003

Skills
Administrative Support, Outlook, Excel, Expenses, Word, PowerPoint, Microsoft Office, Access, Data Entry, Customer Relations, Customer Service, Telephone Skills, Office Management, Microsoft Word, Administrative..., Microsoft Excel, Invoicing, Event Planning, Budgets, Administrative..., Accounting

Education
Seton Hall University   1980 — 1982

Experience
Scientific Atlanta  2000 - 2003
Fluor Daniel  1995 - 2000
Credit Lyonnais Securities   1986 - 1989

Education
Georgia Institute of Technology   1991 — 1995
B.S. ChE, Chemical Engineering

Experience
Bonzer Inc   August 2014 - Present
Long Group   June 2007 - Present
ABN AMRO Bank N.V.   June 2003 - June 2007
Credit Lyonnais Securities   December 1999 - November 2001

Skills
Derivatives, FX Options, Fixed Income, Trading, Investments, Financial Markets, Investment Banking, Finance, Financial Structuring, Emerging Markets, Hedge Funds, Commodity, Asset Management, Capital Markets, Equities, Portfolio Management, Corporate Finance, Financial Modeling, Options, Credit Risk, Hedging, Foreign Exchange, Swaps, Proprietary Trading, Back Office, FX trading, Valuation, Business Strategy, Entrepreneurship, Business Development, Sales, Operations Management, Customer Service

Education
Massachusetts Institute of Technology - Sloan School of Management   2013 — 2014
Master of Business Administration (M.B.A.), MIT Sloan Fellows Program in Innovation and Global Leadership

Harvard University, John F. Kennedy School of Government   2013 — 2013
Entrepreneurial Finance - Cross-registration with MIT

Pontifícia Universidade Católica de São Paulo   1998 — 2001
Bachelor's degree, FINANCIAL

Experience
APB Financial Group, LLC   December 2013 - Present
INTL Trading  September 2011 - January 2012
Commerzbank AG  July 2007 - October 2009
Alfa Capital   2007 - 2007
Halpern Capital   2005 - January 2006
Numis Securities  2006 - 2006
ABN AMRO  1996 - 2001
Credit Lyonnais Securities   1993 - 1996
Wheat FIrst Securities  1991 - 1992
KBW  1988 - 1989

Skills
Equities, Trading, Hedge Funds, Investments, Bloomberg, Electronic Trading, Asset Management, Capital Markets, Investment Management, Fixed Income, Hedging, Trading Strategies, Currency, Traders, Derivatives, Trading Systems, Investment Banking, Options, Series 7, Institutional, FINRA, Market Making, Series 24, global equities trading, domestic equity trading, Series 63, Equity Research, FX Options, Securities, Financial Markets, Alternative Investments, Equity Derivatives, ETFs, Emerging Markets, Proprietary Trading, Structured Products, Commodity, Bonds, Prime Brokerage, Swaps, International equities, Finance, Equity Trading

Education
Cold Spring Harbor High School

Hobart and William Smith Colleges
BA, Political Science

Experience
CIMB Securities (USA), Inc.   July 2012 - Present
RBS Global Banking & Markets  May 2011 - July 2012
RBS Global Banking & Markets  October 2009 - May 2011
ABN AMRO Bank  May 2006 - October 2009
Credit Lyonnais Securities   September 2003 - May 2006
Pershing  July 2000 - August 2003
Morgan Stanley Dean Witter  January 1999 - July 2000

Skills
Middle Office, Equity Derivatives, Fixed Income, Equities, Prime Brokerage, Securities Lending, Swaps, Derivatives, Options, Structured Products, Bloomberg, Back Office, Bonds, Collateral Management, Hedge Funds, Trading, Fidessa, Trading Systems, Financial Markets, Capital Markets, Securities, Settlement, Investment Banking, Electronic Trading, Corporate Actions, Equity Trading, Market Data, Risk Management, Business Analysis, Management

Education
New Jersey City University   1998 — 2005
Finance, Business

Union Hill High School

Union Hill High School

Experience
AIDES   2008 - 2011
Mazars  2003 - 2007
Credit Lyonnais Securities   2002 - 2002

Skills
IFRS, Financial Audits, Business Analysis, Internal Controls, Compilation Of..., Financial Reporting, Association, Year-end Close, Microsoft Excel, Sage Line 100, Sage ECF, Written Communication, Management, Adaptability

Education
EM Lyon   2001 — 2002
Master's degree, Finance

EMLV - École de Management Léonard de Vinci   1997 — 2001
Bachelor's degree, Banking, Corporate, Finance, and Securities Law

Experience
Cambridge International Securities   January 1999 - Present
Credit Lyonnais Securities   January 1995 - November 1998
Bear Stearns  March 1993 - November 1995
Swiss Bank Corporation  June 1989 - March 1993
UBS Securities Co., Ltd   January 1985 - May 1989
Dean Witter Reynolds  March 1983 - January 1985

Skills
Fixed Income, Management, Capital Markets

Education
Queens College
Bachelor of Arts (BA), Economics