Deutsche Asset Management
Industry: Asset management company
DescriptionHeadquarters: Germany Founded: August 1956 Subsidiaries: Deutsche Asset Management (International) Ltd., Deutsche Asset Management (Asia) Limited
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Deutsche Asset Management Employees
Employee
Years
Job
Industry
Nick Baseel MSF CRPC Nick Baseel MSF CRPC's Deutsche Asset Management Experience May 2011 - Present
Job Regional Vice President External Wholesaler
Industry Financial Services
Experience
Deutsche Asset Management May 2011 - Present
Great West Retirement Services December 2007 - May 2011
John Hancock May 2007 - November 2007
Skills
Series 63, Life & Health Licenses, CRPC, Series 7, Mutual Funds, Investments, Financial Analysis, Insurance, Financial Modeling, Asset Managment, Portfolio Management, Valuation, Asset Allocation, Securities, Retirement, Retirement Planning, Banking, Wealth Management, Alternative Investments, 401k, Equities, Investment Strategies, Asset Management, IRAs, Series 65, FINRA
Education
Suffolk University - Sawyer Business School 2009 — 2010
Masters of Science Finance, Finance
Bryant University 2003 — 2007
BA, Finance
Deutsche Asset Management May 2011 - Present
Great West Retirement Services December 2007 - May 2011
John Hancock May 2007 - November 2007
Skills
Series 63, Life & Health Licenses, CRPC, Series 7, Mutual Funds, Investments, Financial Analysis, Insurance, Financial Modeling, Asset Managment, Portfolio Management, Valuation, Asset Allocation, Securities, Retirement, Retirement Planning, Banking, Wealth Management, Alternative Investments, 401k, Equities, Investment Strategies, Asset Management, IRAs, Series 65, FINRA
Education
Suffolk University - Sawyer Business School 2009 — 2010
Masters of Science Finance, Finance
Bryant University 2003 — 2007
BA, Finance
Marcus Vanberkel Marcus Vanberkel's Deutsche Asset Management Experience November 2013 - Present
Job Insurance Analyst at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset Management November 2013 - Present
The Hanover Insurance Group June 2013 - November 2013
KBW June 2012 - August 2012
Dexter-Southfield Schools May 2011 - August 2011
Synclive.com May 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Financial Modeling, Mac, Tennis, PC, Microsoft Access, Financial Analysis, Data Analysis
Education
Boston University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Law
Episcopal High School of Jacksonville 2002 — 2009
Boston University London
Deutsche Asset Management November 2013 - Present
The Hanover Insurance Group June 2013 - November 2013
KBW June 2012 - August 2012
Dexter-Southfield Schools May 2011 - August 2011
Synclive.com May 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Financial Modeling, Mac, Tennis, PC, Microsoft Access, Financial Analysis, Data Analysis
Education
Boston University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Law
Episcopal High School of Jacksonville 2002 — 2009
Boston University London
Mark A. Jackson, CFA Mark A. Jackson, CFA's Deutsche Asset Management Experience 1987 - 2007
Job Wealth Management Advisor at Greenleaf Trust
Industry Investment Management
Experience
Greenleaf Trust August 2013 - Present
Climate Cycle November 2012 - July 2013
ZNE Global 2011 - 2012
BlackRock 2007 - 2010
Deutsche Asset Management 1987 - 2007
Skills
Asset Management, Investment Management, Asset Allocation, Client Counseling, Client Development, Client Portfolio..., Account Management, Business Development, Product Specialist, Financial Analysis, Portfolio Management, Strategic Planning, Due Diligence, Project Management, Personnel Management, Communication Skills, Business Planning, Wealth Management
Education
Capital University
Master of Business Administration (MBA)
The Ohio State University
Bachelor of Science in Business Administration
Greenleaf Trust August 2013 - Present
Climate Cycle November 2012 - July 2013
ZNE Global 2011 - 2012
BlackRock 2007 - 2010
Deutsche Asset Management 1987 - 2007
Skills
Asset Management, Investment Management, Asset Allocation, Client Counseling, Client Development, Client Portfolio..., Account Management, Business Development, Product Specialist, Financial Analysis, Portfolio Management, Strategic Planning, Due Diligence, Project Management, Personnel Management, Communication Skills, Business Planning, Wealth Management
Education
Capital University
Master of Business Administration (MBA)
The Ohio State University
Bachelor of Science in Business Administration
Scott Coven's Deutsche Asset Management Experience August 2015 - Present
Job at
Industry Financial Services
Experience
Deutsche Asset Management August 2015 - Present
JPMorgan Chase August 2014 - July 2015
State Street Bank May 2008 - August 2014
Fidelity Investments April 2004 - May 2008
Education
Bridgewater State College 1993 — 1997
Bachelor of Science (BS) Management Science, Marketing
Deutsche Asset Management August 2015 - Present
JPMorgan Chase August 2014 - July 2015
State Street Bank May 2008 - August 2014
Fidelity Investments April 2004 - May 2008
Education
Bridgewater State College 1993 — 1997
Bachelor of Science (BS) Management Science, Marketing
Anthony Montenegro's Deutsche Asset Management Experience December 2010 - June 2013
Job Financial Advisor at Blackmont Advisors
Industry Investment Management
Experience
Blackmont Advisors June 2013 - Present
Deutsche Asset Management December 2010 - June 2013
JPMorgan Chase February 2000 - December 2010
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Investment Strategies, Cash-flow Management, Retirement Savings, Financial Analysis, Fixed Income, Asset Management, Stock Market Analysis, Series 7, Financial Modeling, Investments
Education
Harvard University, John F. Kennedy School of Government 2006 — 2006
Certificate, Behavioral Finance, Taxation, and Technology
Azusa Pacific University
Bachelor of Arts (BA), Business Administration, Management and Operations
Blackmont Advisors June 2013 - Present
Deutsche Asset Management December 2010 - June 2013
JPMorgan Chase February 2000 - December 2010
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Investment Strategies, Cash-flow Management, Retirement Savings, Financial Analysis, Fixed Income, Asset Management, Stock Market Analysis, Series 7, Financial Modeling, Investments
Education
Harvard University, John F. Kennedy School of Government 2006 — 2006
Certificate, Behavioral Finance, Taxation, and Technology
Azusa Pacific University
Bachelor of Arts (BA), Business Administration, Management and Operations
John Desmond John Desmond's Deutsche Asset Management Experience July 2003 - September 2004
Job Financial Service Executive, Global Operations & Technology Leader
Industry Financial Services
Experience
Harris Associates L.P. June 2007 - June 2013
Nuveen Investments January 2005 - June 2007
Deutsche Asset Management July 2003 - September 2004
Scudder Investments - Japan December 1999 - June 2003
Scudder Investments June 1995 - December 1999
440 Financial Services / First Data Investor Services July 1993 - June 1995
440 Financial Group / First Data Investor Services May 1991 - July 1993
Putnam Investments February 1987 - May 1991
Bank of Boston April 1980 - February 1987
Skills
Equities, Portfolio Management, Mutual Funds, Securities, Investments, Fixed Income, Risk Management, Vendor Management, Financial Services, Hedge Funds, Asset Management, Fund Accounting, Alternative Investments, Business Development, Strategy, Operations Management, Business Strategy, Team Leadership, Operational Excellence, Management, Business Process..., Trading, Project Management, Trading Systems, Investment Management, Outsourcing, Start-ups, Options, IT Strategy, CRM
Education
Bentley University 1988 — 1994
MS, Computer Information Systems
University of Massachusetts at Boston 1982 — 1986
Bachelor of Science (BS), Financial Management & (BS), Management Information Systems
Harris Associates L.P. June 2007 - June 2013
Nuveen Investments January 2005 - June 2007
Deutsche Asset Management July 2003 - September 2004
Scudder Investments - Japan December 1999 - June 2003
Scudder Investments June 1995 - December 1999
440 Financial Services / First Data Investor Services July 1993 - June 1995
440 Financial Group / First Data Investor Services May 1991 - July 1993
Putnam Investments February 1987 - May 1991
Bank of Boston April 1980 - February 1987
Skills
Equities, Portfolio Management, Mutual Funds, Securities, Investments, Fixed Income, Risk Management, Vendor Management, Financial Services, Hedge Funds, Asset Management, Fund Accounting, Alternative Investments, Business Development, Strategy, Operations Management, Business Strategy, Team Leadership, Operational Excellence, Management, Business Process..., Trading, Project Management, Trading Systems, Investment Management, Outsourcing, Start-ups, Options, IT Strategy, CRM
Education
Bentley University 1988 — 1994
MS, Computer Information Systems
University of Massachusetts at Boston 1982 — 1986
Bachelor of Science (BS), Financial Management & (BS), Management Information Systems
Shilpa Lakhani, CFA Shilpa Lakhani, CFA's Deutsche Asset Management Experience December 2012 - Present
Job Portfolio Manager, Insurance/Institutional at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset Management December 2012 - Present
Deutsche Asset Management September 2004 - March 2014
Deutsche Asset Management September 2007 - December 2012
Skills
Fixed Income, Investments, ABS, CMBS, Hedge Funds, Portfolio Management, Corporates, MBS, Investment Strategies, Securities, Alternative Investments, Investment Management
Education
Barnard College 2000 — 2004
BA, Economics, Religion
Barnard College 2000 — 2004
Bachelor of Arts (B.A.), Economics
Deutsche Asset Management December 2012 - Present
Deutsche Asset Management September 2004 - March 2014
Deutsche Asset Management September 2007 - December 2012
Skills
Fixed Income, Investments, ABS, CMBS, Hedge Funds, Portfolio Management, Corporates, MBS, Investment Strategies, Securities, Alternative Investments, Investment Management
Education
Barnard College 2000 — 2004
BA, Economics, Religion
Barnard College 2000 — 2004
Bachelor of Arts (B.A.), Economics
Michael Twohig, CFA Michael Twohig, CFA's Deutsche Asset Management Experience June 2003 - July 2005
Job Product Strategy & Development at Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs Asset Management April 2014 - Present
Artio Global Investors July 2005 - September 2012
Deutsche Asset Management June 2003 - July 2005
Deutsche Asset Management October 1999 - June 2003
Skills
Hedge Funds, Portfolio Management, Investment Management, Fixed Income, Mutual Funds, Alternative Investments, Asset Managment, Investment Strategies, Emerging Markets, Investments, Private Placements, Equities - US and Non US, Offshore Funds, Product Development, Product Launches, Product Strategy
Education
CFA Institute
Chartered Financial Analyst (CFA)
Adelphi University 1984 — 1987
B.S. Banking and Money Management
Goldman Sachs Asset Management April 2014 - Present
Artio Global Investors July 2005 - September 2012
Deutsche Asset Management June 2003 - July 2005
Deutsche Asset Management October 1999 - June 2003
Skills
Hedge Funds, Portfolio Management, Investment Management, Fixed Income, Mutual Funds, Alternative Investments, Asset Managment, Investment Strategies, Emerging Markets, Investments, Private Placements, Equities - US and Non US, Offshore Funds, Product Development, Product Launches, Product Strategy
Education
CFA Institute
Chartered Financial Analyst (CFA)
Adelphi University 1984 — 1987
B.S. Banking and Money Management
Jeanne Fitzgibbons's Deutsche Asset Management Experience June 2007 - Present
Job Vice President, Legal Department at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset Management June 2007 - Present
Deutsche Asset Management January 1997 - May 2007
Education
Boston College 1985 — 1989
Bachelor of Arts, Political Science
Deutsche Asset Management June 2007 - Present
Deutsche Asset Management January 1997 - May 2007
Education
Boston College 1985 — 1989
Bachelor of Arts, Political Science
Jay Rooney Jay Rooney's Deutsche Asset Management Experience January 2000 - November 2002
Job Senior Project Manager at OpenLink Financial
Industry Financial Services
Experience
MIK Fund Services February 2009 - May 2014
Morgan Stanley January 2006 - December 2008
Andor Capital Management May 2003 - December 2005
Lava Trading November 2002 - May 2003
Deutsche Asset Management January 2000 - November 2002
Trust Company of the West November 1994 - June 1999
Skills
Fixed Income, Derivatives, Hedge Funds, Portfolio Management, Risk Management, Trading, Alternative Investments, Business Analysis, Prime Brokerage, Financial Risk, Back Office, Investment Management, Project Management, Start-ups, Equities, Trading Systems, Finance, CRM, Asset Managment, Management, Integration, Financial Services, Accounting, Options
Education
Boston College
BA
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA
MIK Fund Services February 2009 - May 2014
Morgan Stanley January 2006 - December 2008
Andor Capital Management May 2003 - December 2005
Lava Trading November 2002 - May 2003
Deutsche Asset Management January 2000 - November 2002
Trust Company of the West November 1994 - June 1999
Skills
Fixed Income, Derivatives, Hedge Funds, Portfolio Management, Risk Management, Trading, Alternative Investments, Business Analysis, Prime Brokerage, Financial Risk, Back Office, Investment Management, Project Management, Start-ups, Equities, Trading Systems, Finance, CRM, Asset Managment, Management, Integration, Financial Services, Accounting, Options
Education
Boston College
BA
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA
Doug O'Connell Doug O'Connell's Deutsche Asset Management Experience June 2015 - Present
Job Asset Management Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Asset Management June 2015 - Present
Carnegie Mellon Investment Office January 2015 - May 2015
Deutsche Bank June 2014 - August 2014
Davidson Kempner Capital Management June 2013 - August 2013
Vanguard Direct May 2012 - August 2012
Skills
Economics, Accounting, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Leadership, Project Management
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2015
Bachelor of Science (BS) with University Honors, Business Administration, Finance, Technology and Public Policy, Senior
Fordham Preparatory School 2007 — 2011
Deutsche Asset Management June 2015 - Present
Carnegie Mellon Investment Office January 2015 - May 2015
Deutsche Bank June 2014 - August 2014
Davidson Kempner Capital Management June 2013 - August 2013
Vanguard Direct May 2012 - August 2012
Skills
Economics, Accounting, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Leadership, Project Management
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2015
Bachelor of Science (BS) with University Honors, Business Administration, Finance, Technology and Public Policy, Senior
Fordham Preparatory School 2007 — 2011
Oliver Chee-a-tow Oliver Chee-a-tow's Deutsche Asset Management Experience 1999 - 2005
Job Proposal & Writing Content Mgr. @ American Management Association
Industry Writing and Editing
Experience
American Management Association July 2014 - Present
Clearbrook Global Advisors, LLC 2013 - 2013
Baron Capital 2012 - 2012
Guggenheim Partners 2011 - 2011
HSBC Global Asset Management 2009 - 2011
Artio Global Investors 2006 - 2008
Deutsche Asset Management 1999 - 2005
Skills
Investments, Asset Management, Product Marketing, Financial Services, Proposal Writing, Marketing Communications, Copywriting, Investment Management, Asset Managment, Management, Fixed Income, Emerging Markets, Finance, Equities, Mutual Funds, Investor Relations, Marketing, Hedge Funds, Alternative Investments, Asset Allocation, Investment Strategies, ETFs, Securities, Portfolio Management, Bonds, Series 7, Financial Advisory
Education
Amherst College 1993 — 1997
B.A., Economics
American Management Association July 2014 - Present
Clearbrook Global Advisors, LLC 2013 - 2013
Baron Capital 2012 - 2012
Guggenheim Partners 2011 - 2011
HSBC Global Asset Management 2009 - 2011
Artio Global Investors 2006 - 2008
Deutsche Asset Management 1999 - 2005
Skills
Investments, Asset Management, Product Marketing, Financial Services, Proposal Writing, Marketing Communications, Copywriting, Investment Management, Asset Managment, Management, Fixed Income, Emerging Markets, Finance, Equities, Mutual Funds, Investor Relations, Marketing, Hedge Funds, Alternative Investments, Asset Allocation, Investment Strategies, ETFs, Securities, Portfolio Management, Bonds, Series 7, Financial Advisory
Education
Amherst College 1993 — 1997
B.A., Economics
Robert Adinolfi's Deutsche Asset Management Experience August 1998 - March 1999
Job Chief Operating Officer at Renaissance Properties, Inc.
Industry Real Estate
Experience
Renaissance Properties, Inc. May 2002 - Present
Lennar March 1999 - May 2002
Deutsche Asset Management August 1998 - March 1999
Skills
Land Acquisition, Land Development, Real Estate Development, Location Intelligence, Commercial Real Estate, Entitlements, Real Estate, Residential Homes, Real Estate Transactions, Disposition, Property Management, Zoning, Land Use, Redevelopment, Real Estate Economics, Site Development, Due Diligence, Contract Negotiation, Feasibility Studies, Budgets, Approvals, Land Use Planning, Construction Management, Single Family Homes, Investment Properties, Site Planning, Negotiation, Strategic Planning, Budgeting, Residential, Site Selection, Land, Permitting, Real Estate Investment, Real Estate Finance, Financial Analysis, Financial Modeling
Education
Bentley University 1994 — 1998
BS, Finance, Real Estate Investment
Middletown High School North 1990 — 1994
High School
Renaissance Properties, Inc. May 2002 - Present
Lennar March 1999 - May 2002
Deutsche Asset Management August 1998 - March 1999
Skills
Land Acquisition, Land Development, Real Estate Development, Location Intelligence, Commercial Real Estate, Entitlements, Real Estate, Residential Homes, Real Estate Transactions, Disposition, Property Management, Zoning, Land Use, Redevelopment, Real Estate Economics, Site Development, Due Diligence, Contract Negotiation, Feasibility Studies, Budgets, Approvals, Land Use Planning, Construction Management, Single Family Homes, Investment Properties, Site Planning, Negotiation, Strategic Planning, Budgeting, Residential, Site Selection, Land, Permitting, Real Estate Investment, Real Estate Finance, Financial Analysis, Financial Modeling
Education
Bentley University 1994 — 1998
BS, Finance, Real Estate Investment
Middletown High School North 1990 — 1994
High School
Alex Earp Alex Earp's Deutsche Asset Management Experience 2003 - 2004
Job Investment Adviser Compliance Executive
Industry Investment Management
Experience
Ameriprise Financial - Columbia Management Investment Advisers 2006 - 2012
Bank of America - Columbia Management Advisors 2006 - 2008
Fidelity Investments 2004 - 2006
Deutsche Asset Management 2003 - 2004
TIAA-CREF 1995 - 2003
Advent International 1990 - 1995
Skills
Compliance, Mutual Funds, Equities, Trading, Fixed Income, SEC reporting, Private Equity, Due Diligence, Derivatives, Options, Venture Capital, ERISA, Securities, Securities Law, Securities Regulation, Closed-end Funds, Investment Compliance, Investment Advisers Act, Investment Company Act, Compliance Officers, Compliance Testing, Compliance Program..., Code of Ethics, Investment Management..., Asset Management, Alternative Investments, Hedge Funds, Investment Advisory
Education
Fordham University School of Law
J.D.
Bentley University
MST, Taxation
Baylor University - Hankamer School of Business
BBA, Accounting, Finance, Information Systems
Ameriprise Financial - Columbia Management Investment Advisers 2006 - 2012
Bank of America - Columbia Management Advisors 2006 - 2008
Fidelity Investments 2004 - 2006
Deutsche Asset Management 2003 - 2004
TIAA-CREF 1995 - 2003
Advent International 1990 - 1995
Skills
Compliance, Mutual Funds, Equities, Trading, Fixed Income, SEC reporting, Private Equity, Due Diligence, Derivatives, Options, Venture Capital, ERISA, Securities, Securities Law, Securities Regulation, Closed-end Funds, Investment Compliance, Investment Advisers Act, Investment Company Act, Compliance Officers, Compliance Testing, Compliance Program..., Code of Ethics, Investment Management..., Asset Management, Alternative Investments, Hedge Funds, Investment Advisory
Education
Fordham University School of Law
J.D.
Bentley University
MST, Taxation
Baylor University - Hankamer School of Business
BBA, Accounting, Finance, Information Systems
Matthew Santiago Matthew Santiago's Deutsche Asset Management Experience August 2001 - July 2010
Job Director at Global Thematic Partners
Industry Investment Management
Experience
Global Thematic Partners July 2010 - Present
Deutsche Asset Management August 2001 - July 2010
Skills
Personalized Medicine, Hardware Diagnostics, Sequencing, Asset Management, Equity Research, Portfolio Management, Pharmacogenomics, Regenerative Medicine, Investments, Equities, Capital Markets
Education
Brown University 1997 — 2001
Bachelor of Arts (BA), Business Economics
Global Thematic Partners July 2010 - Present
Deutsche Asset Management August 2001 - July 2010
Skills
Personalized Medicine, Hardware Diagnostics, Sequencing, Asset Management, Equity Research, Portfolio Management, Pharmacogenomics, Regenerative Medicine, Investments, Equities, Capital Markets
Education
Brown University 1997 — 2001
Bachelor of Arts (BA), Business Economics
Erica O'Connor Erica O'Connor's Deutsche Asset Management Experience August 2005 - April 2007
Job Executive Assistant at Guggenheim Investments
Industry Investment Management
Experience
Guggenheim Investments December 2011 - Present
Deutsche Bank March 2010 - December 2011
Blair Industries / HSM Machine Works March 2008 - March 2010
Deutsche Asset Management August 2005 - April 2007
Marders October 2000 - August 2005
Education
City University of New York-Baruch College - Zicklin School of Business
Accounting and Finance
SUNY Stony Brook
Guggenheim Investments December 2011 - Present
Deutsche Bank March 2010 - December 2011
Blair Industries / HSM Machine Works March 2008 - March 2010
Deutsche Asset Management August 2005 - April 2007
Marders October 2000 - August 2005
Education
City University of New York-Baruch College - Zicklin School of Business
Accounting and Finance
SUNY Stony Brook
Joshua Bornstein Joshua Bornstein's Deutsche Asset Management Experience August 2007 - January 2009
Job Vice President, Distribution Compliance
Industry Financial Services
Experience
PIMCO 2015 - Present
Babson Capital Management 2013 - 2015
Babson Capital Management 2009 - 2013
Deutsche Asset Management August 2007 - January 2009
Karsch Capital Management 2009 - 2009
NYS Insurance Department 2006 - 2007
Skills
Securities, Hedge Funds, Policy, Strategy, Due Diligence, Securities Regulation, Corporate Governance, Asset Management, Private Equity, Alternative Investments, FINRA, Fixed Income, Investments, AML, Mutual Funds
Education
St. John's University School of Law 2004 — 2007
JD, Law
Brandeis University 2000 — 2004
BA, Politics
PIMCO 2015 - Present
Babson Capital Management 2013 - 2015
Babson Capital Management 2009 - 2013
Deutsche Asset Management August 2007 - January 2009
Karsch Capital Management 2009 - 2009
NYS Insurance Department 2006 - 2007
Skills
Securities, Hedge Funds, Policy, Strategy, Due Diligence, Securities Regulation, Corporate Governance, Asset Management, Private Equity, Alternative Investments, FINRA, Fixed Income, Investments, AML, Mutual Funds
Education
St. John's University School of Law 2004 — 2007
JD, Law
Brandeis University 2000 — 2004
BA, Politics
Christopher Winn Christopher Winn's Deutsche Asset Management Experience 2004 - 2005
Job RIA Transition and Compliance Strategist
Industry Investment Management
Experience
AdvisorAssist, LLC April 2006 - Present
MainStay Consulting Group LLC May 2006 - September 2010
Open Investing, Inc. July 2006 - June 2007
AdvisorNow, Inc. July 2006 - June 2007
Navigant Consulting, Inc. June 2005 - July 2006
Deutsche Asset Management 2004 - 2005
Deutsche Asset Management/DWS Investments 2004 - 2005
Evergreen Investments, Inc. 1997 - 2004
Investors Bank & Trust 1993 - 1997
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 2001
MBA, Management Information Systems / Finance
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2001
EBusiness, Graduate degree in E-Business
Stonehill College 1990 — 1994
BS, Accounting and Computer Information Systems
AdvisorAssist, LLC April 2006 - Present
MainStay Consulting Group LLC May 2006 - September 2010
Open Investing, Inc. July 2006 - June 2007
AdvisorNow, Inc. July 2006 - June 2007
Navigant Consulting, Inc. June 2005 - July 2006
Deutsche Asset Management 2004 - 2005
Deutsche Asset Management/DWS Investments 2004 - 2005
Evergreen Investments, Inc. 1997 - 2004
Investors Bank & Trust 1993 - 1997
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 2001
MBA, Management Information Systems / Finance
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2001
EBusiness, Graduate degree in E-Business
Stonehill College 1990 — 1994
BS, Accounting and Computer Information Systems
Bruce Hulke Bruce Hulke's Deutsche Asset Management Experience October 2000 - June 2003
Job PMP Certified Program Mgr.
Industry Information Technology and Services
Experience
SDI (System Development.Integration, LLC) June 2013 - Present
Electronic Transaction Consultants December 2011 - May 2013
McDonald's Corporation through Make Corporation May 2011 - December 2011
Millward Brown January 2010 - May 2011
Cardinal Health November 2009 - January 2010
ADP June 2003 - January 2009
Deutsche Asset Management October 2000 - June 2003
Principal Financial Group August 1993 - October 2000
Boone County Data Processing April 1993 - July 1993
Casey's General Stores Inc. May 1992 - March 1993
Skills
Quality Assurance, Business Analysis, Data Analysis, Vendor Management, Project Planning, Project Management, Business Intelligence, Visio, Software Project..., Software Development, PMP, Change Management, Process Improvement, Software Documentation, SDLC, CRM, Disaster Recovery, Leadership, SaaS, Testing, Data Warehousing, Management, Business Process, Requirements Gathering, PMO, Agile Project Management, Security, Business Process..., Requirements Analysis, SharePoint, IT Strategy, Integration, IT Management, Project Portfolio..., Program Management, Information Technology, ITIL, MS Project, Resource Management, ERP, Enterprise Architecture, Systems Analysis, Outsourcing, Project Delivery, Databases, IT Service Management, Cross-functional Team..., Business Requirements, PL/SQL, Agile Methodologies
Education
Buena Vista University 1989 — 1992
BS
Indian Hills Community College 1989 — 1992
AA
SDI (System Development.Integration, LLC) June 2013 - Present
Electronic Transaction Consultants December 2011 - May 2013
McDonald's Corporation through Make Corporation May 2011 - December 2011
Millward Brown January 2010 - May 2011
Cardinal Health November 2009 - January 2010
ADP June 2003 - January 2009
Deutsche Asset Management October 2000 - June 2003
Principal Financial Group August 1993 - October 2000
Boone County Data Processing April 1993 - July 1993
Casey's General Stores Inc. May 1992 - March 1993
Skills
Quality Assurance, Business Analysis, Data Analysis, Vendor Management, Project Planning, Project Management, Business Intelligence, Visio, Software Project..., Software Development, PMP, Change Management, Process Improvement, Software Documentation, SDLC, CRM, Disaster Recovery, Leadership, SaaS, Testing, Data Warehousing, Management, Business Process, Requirements Gathering, PMO, Agile Project Management, Security, Business Process..., Requirements Analysis, SharePoint, IT Strategy, Integration, IT Management, Project Portfolio..., Program Management, Information Technology, ITIL, MS Project, Resource Management, ERP, Enterprise Architecture, Systems Analysis, Outsourcing, Project Delivery, Databases, IT Service Management, Cross-functional Team..., Business Requirements, PL/SQL, Agile Methodologies
Education
Buena Vista University 1989 — 1992
BS
Indian Hills Community College 1989 — 1992
AA
Jeffrey Hartman Jeffrey Hartman's Deutsche Asset Management Experience 2002 - 2002
Job Business Consultant
Industry Financial Services
Experience
Sweat Enterprises, Inc. 2010 - 2012
Neil D. Levin Graduate Institute of International Relations and Commerce (SUNY) 2010 - 2011
Global Solar Center 2010 - 2011
Synergy Staffing Solutions 2006 - 2008
American International Group 2003 - 2005
Cerussi & Spring 2002 - 2003
Deutsche Asset Management 2002 - 2002
Madison Capital Management January 2000 - September 2001
Skills
Energy Efficiency, Renewable Energy, Financial Modeling, Capital Markets, Entrepreneurship, Due Diligence, Sustainability, Business Strategy, Risk Management, Strategy, Venture Capital, Financial Risk, Analysis, Management Consulting, Start-ups, Valuation, Hedge Funds, Emerging Markets, Economics, Business Planning, Corporate Finance, Finance, Derivatives, Private Equity, Portfolio Management, Investment Banking, Investments
Education
Baruch College
Prof. Cert.
New York University
Prof. Cert.
The Catholic University of America
M.A. (Candidate)
Vassar College
B.A.
Stuyvesant High School
Regents Diploma
Sweat Enterprises, Inc. 2010 - 2012
Neil D. Levin Graduate Institute of International Relations and Commerce (SUNY) 2010 - 2011
Global Solar Center 2010 - 2011
Synergy Staffing Solutions 2006 - 2008
American International Group 2003 - 2005
Cerussi & Spring 2002 - 2003
Deutsche Asset Management 2002 - 2002
Madison Capital Management January 2000 - September 2001
Skills
Energy Efficiency, Renewable Energy, Financial Modeling, Capital Markets, Entrepreneurship, Due Diligence, Sustainability, Business Strategy, Risk Management, Strategy, Venture Capital, Financial Risk, Analysis, Management Consulting, Start-ups, Valuation, Hedge Funds, Emerging Markets, Economics, Business Planning, Corporate Finance, Finance, Derivatives, Private Equity, Portfolio Management, Investment Banking, Investments
Education
Baruch College
Prof. Cert.
New York University
Prof. Cert.
The Catholic University of America
M.A. (Candidate)
Vassar College
B.A.
Stuyvesant High School
Regents Diploma
Donna Marsella Donna Marsella's Deutsche Asset Management Experience 2000 - 2004
Job President, CDFA
Industry Financial Services
Experience
Divorce Financial Strategies LLC January 2008 - Present
LPL Financial April 2013 - Present
Corby Asset Management 2006 - 2011
WB Smith Companies 2006 - 2008
Deutsche Asset Management 2000 - 2004
John Hancock Funds 1997 - 2000
Connecticut Mutual/Massachusetts Mutual Life Insurance Companies 1988 - 1996
State Mutual Life Assurance Company 1983 - 1988
Rhode Island Hospital Trust Bank 1974 - 1983
Education
Bryant University 1974 — 1977
M.B.A., Management
University of Rhode Island - College of Business Administration 1970 — 1974
BS, Finance
University of Rhode Island - College of Business Administration 1970 — 1974
B.S., Finance
Divorce Financial Strategies LLC January 2008 - Present
LPL Financial April 2013 - Present
Corby Asset Management 2006 - 2011
WB Smith Companies 2006 - 2008
Deutsche Asset Management 2000 - 2004
John Hancock Funds 1997 - 2000
Connecticut Mutual/Massachusetts Mutual Life Insurance Companies 1988 - 1996
State Mutual Life Assurance Company 1983 - 1988
Rhode Island Hospital Trust Bank 1974 - 1983
Education
Bryant University 1974 — 1977
M.B.A., Management
University of Rhode Island - College of Business Administration 1970 — 1974
BS, Finance
University of Rhode Island - College of Business Administration 1970 — 1974
B.S., Finance
Keith Aleardi,CFA Keith Aleardi,CFA's Deutsche Asset Management Experience February 2000 - May 2002
Job EVP & Chief Investment Officer @ Fulton Financial Advisors
Industry Investment Management
Experience
Fulton Financial Advisors/Clermont Wealth Strategies November 2011 - Present
PNC Wealth Management May 2002 - November 2011
Deutsche Asset Management February 2000 - May 2002
SEI Investments March 1995 - May 2000
Skills
Management, Asset Allocation, Portfolio Management, Alternative Investments, Investment Management, Wealth Management, Strategic Financial..., High Net Worth..., Investment Strategies, Investments, Investment Advisory, Asset Management, Financial Markets, Relationship Management, Wealth Management..., Retirement Planning, Hedge Funds, Mutual Funds
Education
Boston University 2006 — 2008
MS, Finance
Ursinus College 1985 — 1989
BA, Economics
St. Joseph's Prep 1981 — 1985
Fulton Financial Advisors/Clermont Wealth Strategies November 2011 - Present
PNC Wealth Management May 2002 - November 2011
Deutsche Asset Management February 2000 - May 2002
SEI Investments March 1995 - May 2000
Skills
Management, Asset Allocation, Portfolio Management, Alternative Investments, Investment Management, Wealth Management, Strategic Financial..., High Net Worth..., Investment Strategies, Investments, Investment Advisory, Asset Management, Financial Markets, Relationship Management, Wealth Management..., Retirement Planning, Hedge Funds, Mutual Funds
Education
Boston University 2006 — 2008
MS, Finance
Ursinus College 1985 — 1989
BA, Economics
St. Joseph's Prep 1981 — 1985
Hasan Azhar's Deutsche Asset Management Experience August 2006 - Present
Job Vice President at Deutsche Asset and Wealth Management
Industry Real Estate
Experience
Deutsche Asset Management August 2006 - Present
Merryl Lynch 2008 - 2009
Credit Suisse July 2004 - July 2006
Merril Lynch January 2004 - June 2004
IBM (Global Financing) December 2002 - December 2003
NDB Capital Markets 1999 - 2000
Skills
Valuation, Financial Modeling, Venture Capital, Corporate Finance, Asset Management, Financial Analysis, Asset Managment
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
MS, Accounting
Baruch College, City University of New York (CUNY) 2000 — 2002
BBA, Finance
Rutgers University-New Brunswick 1997 — 2000
BA, Economics
St. Michael's Convent
Deutsche Asset Management August 2006 - Present
Merryl Lynch 2008 - 2009
Credit Suisse July 2004 - July 2006
Merril Lynch January 2004 - June 2004
IBM (Global Financing) December 2002 - December 2003
NDB Capital Markets 1999 - 2000
Skills
Valuation, Financial Modeling, Venture Capital, Corporate Finance, Asset Management, Financial Analysis, Asset Managment
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
MS, Accounting
Baruch College, City University of New York (CUNY) 2000 — 2002
BBA, Finance
Rutgers University-New Brunswick 1997 — 2000
BA, Economics
St. Michael's Convent
Rachel Lam's Deutsche Asset Management Experience 2006 - 2008
Job Senior Compliance Manager @ Columbia Asset Management
Industry Financial Services
Experience
Columbia Asset Management October 2014 - Present
Natixis Global Asset Management October 2012 - October 2014
Natixis Global Asset Management June 2008 - October 2012
Deutsche Asset Management 2006 - 2008
Skills
Mutual Funds, Licenses: Series 6,..., Funding, Securities, Due Diligence, Valuation, Investments, Equities, Series 7, Bloomberg, Alternative Investments, SEC filings, Financial Analysis, Finance, Financial Services, Fund Administration, Fixed Income, FINRA, Series 24
Education
Babson College 2001 — 2003
BS, Business Administration
Columbia Asset Management October 2014 - Present
Natixis Global Asset Management October 2012 - October 2014
Natixis Global Asset Management June 2008 - October 2012
Deutsche Asset Management 2006 - 2008
Skills
Mutual Funds, Licenses: Series 6,..., Funding, Securities, Due Diligence, Valuation, Investments, Equities, Series 7, Bloomberg, Alternative Investments, SEC filings, Financial Analysis, Finance, Financial Services, Fund Administration, Fixed Income, FINRA, Series 24
Education
Babson College 2001 — 2003
BS, Business Administration
Raju Agarwal Raju Agarwal's Deutsche Asset Management Experience 1998 - 1998
Job Executive Director at OneProsper International
Industry Nonprofit Organization Management
Experience
OneProsper International July 2010 - Present
R&M Western Properties 2004 - Present
Office of the Superintendent of Financial Institutions of Canada 2001 - 2003
Bank of America 1999 - 2000
Pacific Exchange 1998 - 1999
Deutsche Asset Management 1998 - 1998
PricewaterhouseCoopers 1996 - 1998
Skills
Fundraising, Strategic Planning, Budgeting, Volunteer Management, Grants, Non-profits, Social Media, Leadership, Public Speaking, Research, Budgets, Event Planning, Public Relations, Entrepreneurship, Nonprofits, Community Development, Grant Writing
Education
Boston University - School of Management 1994 — 1996
Master of Business Administration (MBA), MS.MIS
Carleton University 1990 — 1993
Bachelor of Commerce (B.Com.)
OneProsper International July 2010 - Present
R&M Western Properties 2004 - Present
Office of the Superintendent of Financial Institutions of Canada 2001 - 2003
Bank of America 1999 - 2000
Pacific Exchange 1998 - 1999
Deutsche Asset Management 1998 - 1998
PricewaterhouseCoopers 1996 - 1998
Skills
Fundraising, Strategic Planning, Budgeting, Volunteer Management, Grants, Non-profits, Social Media, Leadership, Public Speaking, Research, Budgets, Event Planning, Public Relations, Entrepreneurship, Nonprofits, Community Development, Grant Writing
Education
Boston University - School of Management 1994 — 1996
Master of Business Administration (MBA), MS.MIS
Carleton University 1990 — 1993
Bachelor of Commerce (B.Com.)
Steve Houde Steve Houde's Deutsche Asset Management Experience February 2002 - September 2007
Job CEO and Founder at VDR Consulting, LLC
Industry Information Technology and Services
Experience
UBS August 2012 - Present
VDR Consulting, LLC February 2012 - Present
Deutsche Bank November 2011 - August 2012
Deutsche Bank January 2010 - November 2011
Deutsche Bank September 2007 - January 2010
Deutsche Asset Management February 2002 - September 2007
Scudder Investments October 1999 - February 2002
Mariner Health Care 1997 - 1999
Fidelity Investments April 1992 - August 1996
NYNEX 1985 - 1992
Skills
Database Administration, Service Management, Service Operations, ITIL, Process Improvement, Governance, Vendor Management, Program Management, Change Management, IT Strategy, Outsourcing, IT Management, Offshoring, Business Analysis, Operations Management, Risk Management, Incident Management, Leadership, Disaster Recovery, SDLC, IT Service Management, Data Center, Project Portfolio..., Strategy, CRM, Integration, Cross-functional Team..., Security, Enterprise Software, Management, Management Consulting, Team Management, Software Documentation, Software Development, PMO, Enterprise Architecture, Unix, Software Project..., IT Operations, Organizational..., Service Delivery, Project Delivery
Education
Boston University 1992 — 1994
Master of Science, Computer Science
University of Massachusetts at Lowell 1979 — 1983
Bachelor of Science, Math and Computer Science
Oliver Ames High School 1975 — 1979
High School Diploma, College Prep
UBS August 2012 - Present
VDR Consulting, LLC February 2012 - Present
Deutsche Bank November 2011 - August 2012
Deutsche Bank January 2010 - November 2011
Deutsche Bank September 2007 - January 2010
Deutsche Asset Management February 2002 - September 2007
Scudder Investments October 1999 - February 2002
Mariner Health Care 1997 - 1999
Fidelity Investments April 1992 - August 1996
NYNEX 1985 - 1992
Skills
Database Administration, Service Management, Service Operations, ITIL, Process Improvement, Governance, Vendor Management, Program Management, Change Management, IT Strategy, Outsourcing, IT Management, Offshoring, Business Analysis, Operations Management, Risk Management, Incident Management, Leadership, Disaster Recovery, SDLC, IT Service Management, Data Center, Project Portfolio..., Strategy, CRM, Integration, Cross-functional Team..., Security, Enterprise Software, Management, Management Consulting, Team Management, Software Documentation, Software Development, PMO, Enterprise Architecture, Unix, Software Project..., IT Operations, Organizational..., Service Delivery, Project Delivery
Education
Boston University 1992 — 1994
Master of Science, Computer Science
University of Massachusetts at Lowell 1979 — 1983
Bachelor of Science, Math and Computer Science
Oliver Ames High School 1975 — 1979
High School Diploma, College Prep
Jean-Sebastien Debusschere's Deutsche Asset Management Experience January 1998 - November 2000
Job Consultant
Industry Investment Management
Experience
DASEIN March 2013 - Present
Four Winds Capital Management July 2004 - March 2013
Dexia Asset Management November 2000 - June 2004
Deutsche Asset Management January 1998 - November 2000
PARIBAS January 1996 - January 1998
Skills
Derivatives, Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Emerging Markets, Commodity, Investments, Asset Managment, Equities, Bloomberg, Financial Markets, Capital Markets, Private Equity, Valuation, Due Diligence, Fixed Income, Asset Management, Banking, Options
Education
Université catholique de Louvain 1989 — 1995
Ingenieur Commercial et de Gestion, Finance, Magna cum Laude
Facultés universitaires 'Saint-Louis', Bruxelles 1989 — 1991
College Saint-Hubert 1982 — 1988
DASEIN March 2013 - Present
Four Winds Capital Management July 2004 - March 2013
Dexia Asset Management November 2000 - June 2004
Deutsche Asset Management January 1998 - November 2000
PARIBAS January 1996 - January 1998
Skills
Derivatives, Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Emerging Markets, Commodity, Investments, Asset Managment, Equities, Bloomberg, Financial Markets, Capital Markets, Private Equity, Valuation, Due Diligence, Fixed Income, Asset Management, Banking, Options
Education
Université catholique de Louvain 1989 — 1995
Ingenieur Commercial et de Gestion, Finance, Magna cum Laude
Facultés universitaires 'Saint-Louis', Bruxelles 1989 — 1991
College Saint-Hubert 1982 — 1988
Chip Edwards Chip Edwards's Deutsche Asset Management Experience 1993 - 2004
Job Technology Manager at LPL Financial
Industry Investment Management
Experience
LPL Financial April 2014 - Present
Wells Fargo 2005 - April 2014
Wells Capital Management 2009 - 2012
Evergreen Investments 2005 - 2009
Wachovia 2004 - 2009
Deutsche Asset Management 1993 - 2004
Zurich Scudder Investments 1998 - 2002
Scudder Kemper Investments 1998 - 2002
Scudder, Stevens and Clark 1993 - 1998
City National Bank 1986 - 1993
Skills
Managing Teams, Investment Management, Fixed Income, Equities, Post Trade, Data Management, Data Warehousing, SQL, Integration, Business Analysis, Asset Management, Mobile Technology, Asset Managment, SharePoint, Team Leadership, Back Office, Trading Systems, Databases, VBA, Business Intelligence, Data Integration, Securities, Data Modeling, ETL, Prezi, Process Improvement, ITIL, Market Data, Strategy, Analysis, Team Management
Education
Azusa Pacific University 1992 — 1996
Masters, Applied Computer Science
The Master's College 1982 — 1986
BA, Business
LPL Financial April 2014 - Present
Wells Fargo 2005 - April 2014
Wells Capital Management 2009 - 2012
Evergreen Investments 2005 - 2009
Wachovia 2004 - 2009
Deutsche Asset Management 1993 - 2004
Zurich Scudder Investments 1998 - 2002
Scudder Kemper Investments 1998 - 2002
Scudder, Stevens and Clark 1993 - 1998
City National Bank 1986 - 1993
Skills
Managing Teams, Investment Management, Fixed Income, Equities, Post Trade, Data Management, Data Warehousing, SQL, Integration, Business Analysis, Asset Management, Mobile Technology, Asset Managment, SharePoint, Team Leadership, Back Office, Trading Systems, Databases, VBA, Business Intelligence, Data Integration, Securities, Data Modeling, ETL, Prezi, Process Improvement, ITIL, Market Data, Strategy, Analysis, Team Management
Education
Azusa Pacific University 1992 — 1996
Masters, Applied Computer Science
The Master's College 1982 — 1986
BA, Business
David Rozenson David Rozenson's Deutsche Asset Management Experience March 2007 - January 2009
Job Investment Management Counsel
Industry Investment Management
Experience
Boston Compliance Associates 2011 - Present
David A. Rozenson, Esq. 2009 - Present
Deutsche Asset Management March 2007 - January 2009
Bank of America 2004 - 2007
Columbia Management 2001 - 2006
Skills
Securities
Education
Boston College Law School 1980 — 1983
JD, cum laude, Law
Brown University 1975 — 1979
BA, magna cum laude, History
Boston Compliance Associates 2011 - Present
David A. Rozenson, Esq. 2009 - Present
Deutsche Asset Management March 2007 - January 2009
Bank of America 2004 - 2007
Columbia Management 2001 - 2006
Skills
Securities
Education
Boston College Law School 1980 — 1983
JD, cum laude, Law
Brown University 1975 — 1979
BA, magna cum laude, History
Bart Grenier Bart Grenier's Deutsche Asset Management Experience June 2005 - May 2011
Job Chairman, Chief Executive Officer & Chief Investment Officer
Industry Investment Management
Experience
The Boston Company Asset Management LLC June 2011 - Present
Deutsche Asset Management June 2005 - May 2011
Fidelity Investments November 1991 - June 2005
Education
Rensselaer Polytechnic Institute 1983 — 1986
MS, Management
California State Polytechnic University-Pomona 1977 — 1981
BS, Chemical Engineer
The Boston Company Asset Management LLC June 2011 - Present
Deutsche Asset Management June 2005 - May 2011
Fidelity Investments November 1991 - June 2005
Education
Rensselaer Polytechnic Institute 1983 — 1986
MS, Management
California State Polytechnic University-Pomona 1977 — 1981
BS, Chemical Engineer
Emily Niditch's Deutsche Asset Management Experience June 2013 - August 2013
Job Trading Room Analyst at Hughey Center for Financial Services
Industry Investment Banking
Experience
Hughey Center for Financial Services - Trading Room May 2014 - Present
Bentley Investment Group January 2014 - Present
BNP Paribas June 2015 - August 2015
Delta Sigma Pi January 2014 - April 2015
Deutsche Asset Management June 2013 - August 2013
Skills
Finance, Mergers & Acquisitions, Financial Modeling, Mandarin Chinese, Financial Analysis, Accounting, Portfolio Management, Wealth Management, Mutual Funds, Trading, Equities, PowerPoint, Microsoft Excel, Teamwork, Microsoft Office, Leadership
Education
Bentley University 2013 — 2017
Bachelor of Science (B.S.) (150 credit hours upon graduation), Major in Corporate Finance and Accounting Minor in Mandarin Chinese, 4.0
Middlebury Summer Language Schools - Chinese School
Mandarin Chinese, June 2014 – August 2014
Hughey Center for Financial Services - Trading Room May 2014 - Present
Bentley Investment Group January 2014 - Present
BNP Paribas June 2015 - August 2015
Delta Sigma Pi January 2014 - April 2015
Deutsche Asset Management June 2013 - August 2013
Skills
Finance, Mergers & Acquisitions, Financial Modeling, Mandarin Chinese, Financial Analysis, Accounting, Portfolio Management, Wealth Management, Mutual Funds, Trading, Equities, PowerPoint, Microsoft Excel, Teamwork, Microsoft Office, Leadership
Education
Bentley University 2013 — 2017
Bachelor of Science (B.S.) (150 credit hours upon graduation), Major in Corporate Finance and Accounting Minor in Mandarin Chinese, 4.0
Middlebury Summer Language Schools - Chinese School
Mandarin Chinese, June 2014 – August 2014
Nick Skrine's Deutsche Asset Management Experience May 2001 - October 2002
Job Senior Software Engineer at UMass Medical School
Industry Hospital & Health Care
Experience
UMass Medical School February 2015 - Present
New England Quality Care Alliance March 2014 - December 2014
Wall Street Prep April 2013 - February 2014
Vistaprint November 2010 - April 2013
Putnam Investments January 2005 - December 2009
HarbourVest Partners October 2002 - May 2005
Deutsche Asset Management May 2001 - October 2002
Skills
Software Design, Microsoft SQL Server, Visual Basic, .NET, VB.NET, Programming, Financial Modeling, Business Analysis, Data Analysis, SQL, Agile Methodologies, Software Development, Analytics, Software Integrations, System Design, Statistical Modeling, FX Derivatives, Equity Capital Markets, Capital Markets, Requirements Analysis, Databases, Requirements Gathering, Project Management, Business Intelligence, Software Project..., Management, VBA, SAP BPC, C#, Enterprise Architecture, Global Marketing, Manage Client..., Integration, Oracle, Analysis, CRM, Data Warehousing, Database Design, Business Process, Enterprise Software, Scrum, SSIS, Agile Project Management, Software Engineering, SOAP, Project Planning, OLAP, User Acceptance Testing, Information Technology, HTML
Education
Boston University 2014 — 2016
Master's degree, Computer Information Systems
Boston College 1997 — 2001
BS, Computer Science and Mathematics
UMass Medical School February 2015 - Present
New England Quality Care Alliance March 2014 - December 2014
Wall Street Prep April 2013 - February 2014
Vistaprint November 2010 - April 2013
Putnam Investments January 2005 - December 2009
HarbourVest Partners October 2002 - May 2005
Deutsche Asset Management May 2001 - October 2002
Skills
Software Design, Microsoft SQL Server, Visual Basic, .NET, VB.NET, Programming, Financial Modeling, Business Analysis, Data Analysis, SQL, Agile Methodologies, Software Development, Analytics, Software Integrations, System Design, Statistical Modeling, FX Derivatives, Equity Capital Markets, Capital Markets, Requirements Analysis, Databases, Requirements Gathering, Project Management, Business Intelligence, Software Project..., Management, VBA, SAP BPC, C#, Enterprise Architecture, Global Marketing, Manage Client..., Integration, Oracle, Analysis, CRM, Data Warehousing, Database Design, Business Process, Enterprise Software, Scrum, SSIS, Agile Project Management, Software Engineering, SOAP, Project Planning, OLAP, User Acceptance Testing, Information Technology, HTML
Education
Boston University 2014 — 2016
Master's degree, Computer Information Systems
Boston College 1997 — 2001
BS, Computer Science and Mathematics
Richard Faro's Deutsche Asset Management Experience 1999 - 2002
Job Fixed Income and Currency Trader
Industry Investment Management
Experience
Wellington Management Co., LLP May 2012 - April 2015
Wellington Management Co., LLP January 2004 - May 2012
Wellington Management Co., LLP April 2003 - January 2004
Deutsche Asset Management 1999 - 2002
Deutsche Asset Management 1996 - 1999
Deutsche Asset Management 1993 - 1996
The Boston Company June 1990 - January 1992
Skills
Bloomberg, Fixed Income, Bonds, Structured Products, Foreign Currency, Asset Allocation, Derivatives, Equities, Hedge Funds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1993
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bentley University 1986 — 1990
Bachelor's Degree, Finance, General
Wellington Management Co., LLP May 2012 - April 2015
Wellington Management Co., LLP January 2004 - May 2012
Wellington Management Co., LLP April 2003 - January 2004
Deutsche Asset Management 1999 - 2002
Deutsche Asset Management 1996 - 1999
Deutsche Asset Management 1993 - 1996
The Boston Company June 1990 - January 1992
Skills
Bloomberg, Fixed Income, Bonds, Structured Products, Foreign Currency, Asset Allocation, Derivatives, Equities, Hedge Funds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1993
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bentley University 1986 — 1990
Bachelor's Degree, Finance, General
Stephen Candelario, CPA's Deutsche Asset Management Experience September 2000 - February 2006
Job
Industry Accounting
Experience
Russell, Brier & Co. LLP February 2006 - Present
Deutsche Asset Management September 2000 - February 2006
Thomson Financial February 1999 - September 2000
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2010
Master's, Taxation
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2010
Graduate Certificate, Financial Planning
Bentley University 2002 — 2004
Certificate, Accountancy
Bentley University 1995 — 2000
BS, Economics-Finance
Woburn High School 1990 — 1995
Russell, Brier & Co. LLP February 2006 - Present
Deutsche Asset Management September 2000 - February 2006
Thomson Financial February 1999 - September 2000
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2010
Master's, Taxation
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2010
Graduate Certificate, Financial Planning
Bentley University 2002 — 2004
Certificate, Accountancy
Bentley University 1995 — 2000
BS, Economics-Finance
Woburn High School 1990 — 1995
Evan Siegrist Evan Siegrist's Deutsche Asset Management Experience May 2015 - Present
Job Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset Management May 2015 - Present
JPMorgan Chase & Co. July 2014 - September 2014
JPMorgan Chase May 2014 - July 2014
Wall Street Warfighters Foundation September 2013 - May 2014
US Army September 2005 - January 2009
Skills
Advertising, Leadership, Risk Management, Event Planning, Training, Finance, Microsoft Office, Microsoft Excel, Microsoft Word, Team Leadership, Public Speaking
Education
Butler University 2011 — 2013
BS, Finance
University of Pennsylvania - The Wharton School 2013 — 2013
Investment Strategies and Portfolio Management Program
Deutsche Asset Management May 2015 - Present
JPMorgan Chase & Co. July 2014 - September 2014
JPMorgan Chase May 2014 - July 2014
Wall Street Warfighters Foundation September 2013 - May 2014
US Army September 2005 - January 2009
Skills
Advertising, Leadership, Risk Management, Event Planning, Training, Finance, Microsoft Office, Microsoft Excel, Microsoft Word, Team Leadership, Public Speaking
Education
Butler University 2011 — 2013
BS, Finance
University of Pennsylvania - The Wharton School 2013 — 2013
Investment Strategies and Portfolio Management Program
David Sarnowski's Deutsche Asset Management Experience June 2002 - January 2006
Job Managing Partner at Black Diamond Homes
Industry Real Estate
Experience
Black Diamond Homes March 2015 - Present
AVENUE Residential February 2015 - Present
S&S Property Development, LLC September 2009 - Present
LittleGifts, Inc. April 2004 - April 2014
Deutsche Asset Management June 2002 - January 2006
Scudder Investments September 2000 - July 2002
Shop121 January 1999 - August 2000
Skills
Investment Properties, Property Management, Investors, Short Sales, Real Estate Development, Real Estate, Real Estate Transactions, Real Estate Financing, Brokerage, Real Estate Economics, Sellers, First Time Home Buyers, Foreclosures, Negotiation, REO, Sales, Marketing, Rentals, Residential Homes, Single Family Homes, Management, Condos, Investments, Commercial Real Estate, Buyer Representation, Contract Negotiation, Listings, Referrals, Leases
Education
Boston University - School of Management 1996 — 2000
BSBA, Finance, Marketing
Old Westbury School of the Holy Child 1992 — 1996
Collegiate Preparatory, College/University Preparatory and Advanced High School
Black Diamond Homes March 2015 - Present
AVENUE Residential February 2015 - Present
S&S Property Development, LLC September 2009 - Present
LittleGifts, Inc. April 2004 - April 2014
Deutsche Asset Management June 2002 - January 2006
Scudder Investments September 2000 - July 2002
Shop121 January 1999 - August 2000
Skills
Investment Properties, Property Management, Investors, Short Sales, Real Estate Development, Real Estate, Real Estate Transactions, Real Estate Financing, Brokerage, Real Estate Economics, Sellers, First Time Home Buyers, Foreclosures, Negotiation, REO, Sales, Marketing, Rentals, Residential Homes, Single Family Homes, Management, Condos, Investments, Commercial Real Estate, Buyer Representation, Contract Negotiation, Listings, Referrals, Leases
Education
Boston University - School of Management 1996 — 2000
BSBA, Finance, Marketing
Old Westbury School of the Holy Child 1992 — 1996
Collegiate Preparatory, College/University Preparatory and Advanced High School
Dennis Yushchyk Dennis Yushchyk's Deutsche Asset Management Experience September 2014 - July 2015
Job EM Credit/Currency and MultiAsset Product Strategy at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC July 2015 - Present
Deutsche Asset Management September 2014 - July 2015
Deutsche Bank January 2012 - September 2014
Deutsche Bank April 2011 - September 2011
Deutsche Bank October 2010 - March 2011
Deutsche Bank June 2009 - August 2009
Skills
Fixed Income, Bonds, Credit Risk, Financial Risk, Emerging Markets, Finance, Financial Modeling, Risk Management, Options, Bloomberg Terminal, Derivatives, Credit Derivatives, CDS, Financial Analysis, VBA, Middle Office, Credit, Bloomberg, Financial Markets, Financial Services, Project Management, Excel, Modeling, Interest Rate Risk..., Trade Finance, P&L, Analytics, Trading Systems, Loans, Rates, Series 7
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
BS - Magna Cum Laude, Finance
Belarusian State University 1999 — 2003
Bachelor's degree, International Relations and Affairs / Politics
Lord, Abbett & Co. LLC July 2015 - Present
Deutsche Asset Management September 2014 - July 2015
Deutsche Bank January 2012 - September 2014
Deutsche Bank April 2011 - September 2011
Deutsche Bank October 2010 - March 2011
Deutsche Bank June 2009 - August 2009
Skills
Fixed Income, Bonds, Credit Risk, Financial Risk, Emerging Markets, Finance, Financial Modeling, Risk Management, Options, Bloomberg Terminal, Derivatives, Credit Derivatives, CDS, Financial Analysis, VBA, Middle Office, Credit, Bloomberg, Financial Markets, Financial Services, Project Management, Excel, Modeling, Interest Rate Risk..., Trade Finance, P&L, Analytics, Trading Systems, Loans, Rates, Series 7
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
BS - Magna Cum Laude, Finance
Belarusian State University 1999 — 2003
Bachelor's degree, International Relations and Affairs / Politics
Shameem Kathiwalla Shameem Kathiwalla's Deutsche Asset Management Experience August 2001 - Present
Job Senior High Yield Analyst
Industry Investment Management
Experience
Deutsche Asset Management August 2001 - Present
Kalyaniwalla & Mistry Chartered Accountants 1998 - 1999
Ernst & Young 1997 - 1998
Skills
Valuation, Corporate Finance, Asset Management, Accounting, Bonds, Restructuring, High Yield, Capital Markets, Asset Managment, Investments, Bloomberg, Investment Management, Derivatives, Equities, Fixed Income, Finance, Leveraged Finance
Education
CFA Institute 2002 — 2005
CFA, Accounting and Finance
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2001
Masters of Business Administration
The Institute of Chartered Accountants of India 1993 — 1996
ACA, Chartered Accouting
Sydenham College of Commerce and Economics 1992 — 1995
BCom, Accounting, Business, Law
General Assembly
Analytics
Deutsche Asset Management August 2001 - Present
Kalyaniwalla & Mistry Chartered Accountants 1998 - 1999
Ernst & Young 1997 - 1998
Skills
Valuation, Corporate Finance, Asset Management, Accounting, Bonds, Restructuring, High Yield, Capital Markets, Asset Managment, Investments, Bloomberg, Investment Management, Derivatives, Equities, Fixed Income, Finance, Leveraged Finance
Education
CFA Institute 2002 — 2005
CFA, Accounting and Finance
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2001
Masters of Business Administration
The Institute of Chartered Accountants of India 1993 — 1996
ACA, Chartered Accouting
Sydenham College of Commerce and Economics 1992 — 1995
BCom, Accounting, Business, Law
General Assembly
Analytics
Michael Baresich Michael Baresich's Deutsche Asset Management Experience 1999 - 2001
Job Chief Information Officer at Ally Financial Inc.
Industry Financial Services
Experience
Ally Financial Inc. January 2012 - Present
CIT Group May 2005 - February 2012
Citigroup Asset Management March 2004 - May 2005
CoKinetic Systems Corp August 2001 - March 2004
Deutsche Asset Management 1999 - 2001
Bankers Trust 1984 - 1999
Education
Binghamton University
BA
University of Florida
MA
University of Pennsylvania - The Wharton School
MBA
Ally Financial Inc. January 2012 - Present
CIT Group May 2005 - February 2012
Citigroup Asset Management March 2004 - May 2005
CoKinetic Systems Corp August 2001 - March 2004
Deutsche Asset Management 1999 - 2001
Bankers Trust 1984 - 1999
Education
Binghamton University
BA
University of Florida
MA
University of Pennsylvania - The Wharton School
MBA
Anne Silver Anne Silver's Deutsche Asset Management Experience February 2001 - July 2003
Job Director of Operations at Parent/Professional Advocacy League
Industry Financial Services
Experience
Parent/Professional Advocacy League September 2014 - Present
Charles River Development April 2014 - August 2014
Ameriprise Financial/Columbia Management August 2007 - March 2014
Parent/Professional Advocacy League 2009 - 2013
Wellington Management August 2003 - July 2007
Deutsche Asset Management February 2001 - July 2003
Fidelity Investments 1994 - 1998
Skills
Project Management, Legal Compliance, Risk Assessment, Employee Training, Securities Regulation, Policy Writing, Leadership Development, Training, Mutual Funds, Due Diligence, Asset Management, Securities, Financial Services, Risk Management
Education
New York University School of Law 1989 — 1992
Doctor of Law (J.D.)
Boston College 1985 — 1989
Bachelor of Arts (B.A.), English
Parent/Professional Advocacy League September 2014 - Present
Charles River Development April 2014 - August 2014
Ameriprise Financial/Columbia Management August 2007 - March 2014
Parent/Professional Advocacy League 2009 - 2013
Wellington Management August 2003 - July 2007
Deutsche Asset Management February 2001 - July 2003
Fidelity Investments 1994 - 1998
Skills
Project Management, Legal Compliance, Risk Assessment, Employee Training, Securities Regulation, Policy Writing, Leadership Development, Training, Mutual Funds, Due Diligence, Asset Management, Securities, Financial Services, Risk Management
Education
New York University School of Law 1989 — 1992
Doctor of Law (J.D.)
Boston College 1985 — 1989
Bachelor of Arts (B.A.), English
Ashley Marie Paterno's Deutsche Asset Management Experience May 2014 - Present
Job Deutsche Bank
Industry Financial Services
Experience
Deutsche Asset Management May 2014 - Present
Barclays June 2010 - May 2014
AlpInvest Partners September 2008 - December 2010
Merrill Lynch June 2007 - August 2007
SciMedMedia January 2007 - June 2007
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Portfolio Management, Series 7
Education
Boston University 2004 — 2008
BA, International Relations
Deutsche Asset Management May 2014 - Present
Barclays June 2010 - May 2014
AlpInvest Partners September 2008 - December 2010
Merrill Lynch June 2007 - August 2007
SciMedMedia January 2007 - June 2007
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Portfolio Management, Series 7
Education
Boston University 2004 — 2008
BA, International Relations
Luke Dolman Luke Dolman's Deutsche Asset Management Experience June 1999 - August 2000
Job DBA and Developer at ClearBridge Investments
Industry Financial Services
Experience
ClearBridge Investments June 2011 - Present
Legg Mason August 2009 - June 2011
Legg Mason December 2005 - August 2009
Citigroup Asset Management August 2000 - December 2005
Deutsche Asset Management June 1999 - August 2000
Deutsche Asset Management January 1997 - June 1999
Morgan Grenfell Asset Management July 1995 - January 1997
Skills
Sybase, Oracle, Unix, Databases, Unix Shell Scripting, Microsoft SQL Server, SQL Tuning, Database Administration, Data Migration, T-SQL, Performance Tuning, DB2, Access, Visual Basic, Portia, Disaster Recovery, SQL, Business Analysis, Software Development, Autosys, Asset Management, Data Warehousing, SDLC, Business Objects, Powershell, Sybase ASE, SQL Server 2000-2008, Database Development
Education
UCL 1990 — 1993
BSc, Architecture
Winchester College 1985 — 1988
ClearBridge Investments June 2011 - Present
Legg Mason August 2009 - June 2011
Legg Mason December 2005 - August 2009
Citigroup Asset Management August 2000 - December 2005
Deutsche Asset Management June 1999 - August 2000
Deutsche Asset Management January 1997 - June 1999
Morgan Grenfell Asset Management July 1995 - January 1997
Skills
Sybase, Oracle, Unix, Databases, Unix Shell Scripting, Microsoft SQL Server, SQL Tuning, Database Administration, Data Migration, T-SQL, Performance Tuning, DB2, Access, Visual Basic, Portia, Disaster Recovery, SQL, Business Analysis, Software Development, Autosys, Asset Management, Data Warehousing, SDLC, Business Objects, Powershell, Sybase ASE, SQL Server 2000-2008, Database Development
Education
UCL 1990 — 1993
BSc, Architecture
Winchester College 1985 — 1988
Matthew Dullea's Deutsche Asset Management Experience May 2011 - Present
Job Vice President Product Economics at Deutsche Asset Management
Industry Financial Services
Experience
Deutsche Asset Management May 2011 - Present
Education
Boston College 1991 — 1995
BS, Finance
Deutsche Asset Management May 2011 - Present
Education
Boston College 1991 — 1995
BS, Finance
Sarah Goldring's Deutsche Asset Management Experience May 2015 - Present
Job Analyst Intern at Deutsche Asset Management
Industry
Experience
Deutsche Asset Management May 2015 - Present
Sweat Fitness and Dance Apparel April 2014 - Present
Venture For America January 2014 - January 2015
Mah Ze Dahr Bakery June 2014 - August 2014
Skills
Social Media Marketing
Education
Boston College 2012 — 2016
Bachelor of Arts (B.A.), Economics, Minor in International Studies
Byram Hills High School 2008 — 2012
Deutsche Asset Management May 2015 - Present
Sweat Fitness and Dance Apparel April 2014 - Present
Venture For America January 2014 - January 2015
Mah Ze Dahr Bakery June 2014 - August 2014
Skills
Social Media Marketing
Education
Boston College 2012 — 2016
Bachelor of Arts (B.A.), Economics, Minor in International Studies
Byram Hills High School 2008 — 2012
Camas Hunter Camas Hunter's Deutsche Asset Management Experience September 2005 - August 2008
Job Vice President, Corporate Access
Industry Investment Management
Experience
HSBC Securities January 2014 - Present
LPQ 2013 - 2013
Victory Capital Management 2008 - 2011
Deutsche Asset Management September 2005 - August 2008
Deutsche Asset Management June 2005 - August 2005
Merrill Lynch September 2003 - December 2003
Skills
Asset Managment, Bloomberg, Investment Management, Hedge Funds, Equities, Investments, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Equity Research, Finance, Equity Valuation, Investment Strategies, Mutual Funds, Asset Allocation, Asset Management
Education
Brigham Young University 2001 — 2005
B.S., Business Management, Finance
HSBC Securities January 2014 - Present
LPQ 2013 - 2013
Victory Capital Management 2008 - 2011
Deutsche Asset Management September 2005 - August 2008
Deutsche Asset Management June 2005 - August 2005
Merrill Lynch September 2003 - December 2003
Skills
Asset Managment, Bloomberg, Investment Management, Hedge Funds, Equities, Investments, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Equity Research, Finance, Equity Valuation, Investment Strategies, Mutual Funds, Asset Allocation, Asset Management
Education
Brigham Young University 2001 — 2005
B.S., Business Management, Finance
Christopher Melvin Christopher Melvin's Deutsche Asset Management Experience December 2014 - February 2015
Job Client Sales Representative at Echo Global Logistics
Industry Logistics and Supply Chain
Experience
Echo Global Logistics April 2015 - Present
Deutsche Asset Management December 2014 - February 2015
Fidelity Investments July 2014 - September 2014
Merrill Lynch April 2013 - August 2013
Northwestern Mutual January 2012 - April 2013
McGolf Incorporated May 2010 - April 2013
Skills
Business Strategy, PowerPoint, Microsoft Word, Microsoft Office, Finance, Financial Analysis, Social Media, Insurance, Facebook, Spanish, Salesforce.com, Time Management, Wealth Management, Microsoft Excel, Leadership
Education
Bowling Green State University 2010 — 2014
BSBA, Finance, General
Medfield Senior High School 2006 — 2010
Echo Global Logistics April 2015 - Present
Deutsche Asset Management December 2014 - February 2015
Fidelity Investments July 2014 - September 2014
Merrill Lynch April 2013 - August 2013
Northwestern Mutual January 2012 - April 2013
McGolf Incorporated May 2010 - April 2013
Skills
Business Strategy, PowerPoint, Microsoft Word, Microsoft Office, Finance, Financial Analysis, Social Media, Insurance, Facebook, Spanish, Salesforce.com, Time Management, Wealth Management, Microsoft Excel, Leadership
Education
Bowling Green State University 2010 — 2014
BSBA, Finance, General
Medfield Senior High School 2006 — 2010
Lee Revels Lee Revels's Deutsche Asset Management Experience 2000 - 2003
Job Regional Vice President @ Symetra
Industry Financial Services
Experience
Symetra February 2015 - Present
Lincoln Financial Group September 2013 - January 2015
Nationwide Financial August 2008 - September 2013
Prudential Financial 2005 - 2008
Sun Life Financial 2003 - 2005
Deutsche Asset Management 2000 - 2003
H.D. Vest Financial Services 1997 - 2000
Fidelity Investments 1993 - 1997
Skills
Mutual Funds, Variable Annuities, Asset Allocation, Financial Services, Series 6, Series 63, Series 7, Series 10, Series 24
Education
Baylor University 1988 — 1992
BBA, Management, Information Systems
Symetra February 2015 - Present
Lincoln Financial Group September 2013 - January 2015
Nationwide Financial August 2008 - September 2013
Prudential Financial 2005 - 2008
Sun Life Financial 2003 - 2005
Deutsche Asset Management 2000 - 2003
H.D. Vest Financial Services 1997 - 2000
Fidelity Investments 1993 - 1997
Skills
Mutual Funds, Variable Annuities, Asset Allocation, Financial Services, Series 6, Series 63, Series 7, Series 10, Series 24
Education
Baylor University 1988 — 1992
BBA, Management, Information Systems
Shekar Reddy's Deutsche Asset Management Experience June 2008 - December 2008
Job Senior Business Development Manager at Amazon
Industry Internet
Experience
Amazon June 2014 - Present
Next Jump June 2009 - May 2014
Deutsche Asset Management June 2008 - December 2008
Infosys Technologies Limited September 2005 - July 2007
Bharat Electronics December 2004 - July 2005
Skills
Financial Modeling, Strategic Planning, Analytics, Strategic Partnerships, Business Development, Product Management, E-commerce, Entrepreneurship, Online Advertising, New Business Development, Digital Marketing, Sales, Leadership, Marketing Strategy, Advertising, Start-ups, Financial Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2009
Master of Business Administration (MBA), Finance, Marketing
Visvesvaraya Technological University 2001 — 2005
Bachelor of Engineering, Electronics, Communications
M.E.S College
Amazon June 2014 - Present
Next Jump June 2009 - May 2014
Deutsche Asset Management June 2008 - December 2008
Infosys Technologies Limited September 2005 - July 2007
Bharat Electronics December 2004 - July 2005
Skills
Financial Modeling, Strategic Planning, Analytics, Strategic Partnerships, Business Development, Product Management, E-commerce, Entrepreneurship, Online Advertising, New Business Development, Digital Marketing, Sales, Leadership, Marketing Strategy, Advertising, Start-ups, Financial Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2009
Master of Business Administration (MBA), Finance, Marketing
Visvesvaraya Technological University 2001 — 2005
Bachelor of Engineering, Electronics, Communications
M.E.S College
Hans Fless's Deutsche Asset Management Experience August 2013 - Present
Job Agency MBS Trader at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset Management August 2013 - Present
UBS Investment Bank August 2010 - March 2012
Barclays Capital September 2008 - August 2010
Lehman Brothers April 2004 - September 2008
Citi June 2003 - April 2004
ABN AMRO September 1999 - September 2002
Duff & Phelps January 1996 - September 1999
Skills
MBS, Portfolio Management, ABS, Risk, Fixed Income, Asset Management, Hedge Funds, Hedging, Swaps, Mortgage, Derivatives, Excel, Analytics, Bonds, Capital Markets, CMBS, Quant, Valuation, Risk Management, Interest Rate..., Fixed Income Trading, ALM, Rates, Risk Management Systems, Yield Book, Point, Intex Desktop, Credit Derivatives
Education
The University of Chicago 2001 — 2003
MBA, Analytic Finance & Econometrics
Boston University 1988 — 1993
BA, Physics
Deutsche Asset Management August 2013 - Present
UBS Investment Bank August 2010 - March 2012
Barclays Capital September 2008 - August 2010
Lehman Brothers April 2004 - September 2008
Citi June 2003 - April 2004
ABN AMRO September 1999 - September 2002
Duff & Phelps January 1996 - September 1999
Skills
MBS, Portfolio Management, ABS, Risk, Fixed Income, Asset Management, Hedge Funds, Hedging, Swaps, Mortgage, Derivatives, Excel, Analytics, Bonds, Capital Markets, CMBS, Quant, Valuation, Risk Management, Interest Rate..., Fixed Income Trading, ALM, Rates, Risk Management Systems, Yield Book, Point, Intex Desktop, Credit Derivatives
Education
The University of Chicago 2001 — 2003
MBA, Analytic Finance & Econometrics
Boston University 1988 — 1993
BA, Physics
Gregory Siegel, CFA, CPA's Deutsche Asset Management Experience 2009 - December 2012
Job Director, Curriculum Development at CFA Institute
Industry Investment Management
Experience
CFA Institute March 2013 - Present
Deutsche Asset Management 2009 - December 2012
Credit Suisse 2006 - 2009
UBS Wealth Management 2004 - 2006
J&W Seligman 2000 - 2004
Fitch Ratings 1996 - 2000
Credit Lyonnais 1994 - 1996
Ernst & Young 1990 - 1992
Skills
Equity Research, Financial Statement..., Fixed Income, Equities, Portfolio Management, Investments, Due Diligence, Bloomberg, Credit Analysis, Bonds, Securities, Mutual Funds, Credit, Equity Valuation, Financial Analysis, Competitive Analysis
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, Finance
Binghamton University 1987 — 1990
BS, Accounting
CFA Institute March 2013 - Present
Deutsche Asset Management 2009 - December 2012
Credit Suisse 2006 - 2009
UBS Wealth Management 2004 - 2006
J&W Seligman 2000 - 2004
Fitch Ratings 1996 - 2000
Credit Lyonnais 1994 - 1996
Ernst & Young 1990 - 1992
Skills
Equity Research, Financial Statement..., Fixed Income, Equities, Portfolio Management, Investments, Due Diligence, Bloomberg, Credit Analysis, Bonds, Securities, Mutual Funds, Credit, Equity Valuation, Financial Analysis, Competitive Analysis
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, Finance
Binghamton University 1987 — 1990
BS, Accounting
Bill Parker's Deutsche Asset Management Experience February 2000 - March 2002
Job
Industry Investment Management
Experience
Quantitative Management Associates LLC October 2014 - Present
Lord, Abbett & Co. LLC April 2002 - September 2014
Deutsche Asset Management February 2000 - March 2002
Sanford C. Bernstein October 1998 - February 2000
NEPC, LLC June 1995 - October 1998
Education
Babson College
CAM, Investments and Securities
Salem State College
Master of Business Administration (MBA)
Westminster College (PA)
Bachelor's degree
Quantitative Management Associates LLC October 2014 - Present
Lord, Abbett & Co. LLC April 2002 - September 2014
Deutsche Asset Management February 2000 - March 2002
Sanford C. Bernstein October 1998 - February 2000
NEPC, LLC June 1995 - October 1998
Education
Babson College
CAM, Investments and Securities
Salem State College
Master of Business Administration (MBA)
Westminster College (PA)
Bachelor's degree
Suresh Iyer, CFA's Deutsche Asset Management Experience 2005 - July 2010
Job Director at Commonfund
Industry Investment Management
Experience
Commonfund May 2012 - Present
QS Investors, LLC August 2010 - May 2012
Deutsche Bank 2005 - July 2010
Deutsche Asset Management 2005 - July 2010
I2 Technologies 1998 - 2004
Skills
Hedge Funds, Equities, Quantitative Research, Fixed Income, Alternative Investments, Derivatives, Bloomberg, Asset Management, Portfolio Management, Equity Research, Financial Modeling, Valuation, Quantitative Finance, Emerging Markets, Asset Allocation, Quantitative Analytics, Investment Banking, Capital Markets, Investments, Investment Management
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2007
MS, Computational Finance
The Ohio State University 1994 — 1998
PhD, Mechanical Engineering
University of Florida 1992 — 1994
MS, Mechanical Engineering
Commonfund May 2012 - Present
QS Investors, LLC August 2010 - May 2012
Deutsche Bank 2005 - July 2010
Deutsche Asset Management 2005 - July 2010
I2 Technologies 1998 - 2004
Skills
Hedge Funds, Equities, Quantitative Research, Fixed Income, Alternative Investments, Derivatives, Bloomberg, Asset Management, Portfolio Management, Equity Research, Financial Modeling, Valuation, Quantitative Finance, Emerging Markets, Asset Allocation, Quantitative Analytics, Investment Banking, Capital Markets, Investments, Investment Management
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2007
MS, Computational Finance
The Ohio State University 1994 — 1998
PhD, Mechanical Engineering
University of Florida 1992 — 1994
MS, Mechanical Engineering
Daniel Jester's Deutsche Asset Management Experience June 2008 - August 2008
Job Equity Research Analyst at Citi
Industry Capital Markets
Experience
Citi January 2014 - Present
Citi July 2010 - December 2013
Citi August 2009 - July 2010
Deutsche Asset Management June 2008 - August 2008
Moody's Economy.com May 2005 - May 2007
Moody's Economy.com July 2003 - April 2005
Skills
Equity Research, Macroeconomics, Investments, Financial Markets, Economics, Finance, Economic Research, Strategy
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2009
MBA
University of Rochester 1999 — 2003
BA
Citi January 2014 - Present
Citi July 2010 - December 2013
Citi August 2009 - July 2010
Deutsche Asset Management June 2008 - August 2008
Moody's Economy.com May 2005 - May 2007
Moody's Economy.com July 2003 - April 2005
Skills
Equity Research, Macroeconomics, Investments, Financial Markets, Economics, Finance, Economic Research, Strategy
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2009
MBA
University of Rochester 1999 — 2003
BA
Katie Hotze's Deutsche Asset Management Experience September 2009 - August 2010
Job
Industry Venture Capital & Private Equity
Experience
KKR November 2014 - Present
KKR July 2012 - October 2014
KKR September 2010 - June 2012
Deutsche Asset Management September 2009 - August 2010
Citi Alternative Investments January 2007 - August 2009
Skills
Market Research, Marketing, Management, Leadership, Advertising, Public Relations, Sales, Teamwork
Education
University of St. Andrews
M.Litt
California Lutheran University 2000 — 2004
B.S.
KKR November 2014 - Present
KKR July 2012 - October 2014
KKR September 2010 - June 2012
Deutsche Asset Management September 2009 - August 2010
Citi Alternative Investments January 2007 - August 2009
Skills
Market Research, Marketing, Management, Leadership, Advertising, Public Relations, Sales, Teamwork
Education
University of St. Andrews
M.Litt
California Lutheran University 2000 — 2004
B.S.
James Craske's Deutsche Asset Management Experience June 2007 - August 2007
Job Global Equity Analyst
Industry Financial Services
Experience
Victory Capital Management August 2008 - Present
Deutsche Asset Management June 2007 - August 2007
Vavrinek, Trine, Day & Co., LLP 2004 - 2006
Skills
Financial Modeling, Bloomberg, Financial Reporting, Strategic Financial..., Hedge Funds, Mergers, Corporate Finance, Due Diligence, Asset Managment, Investments, Alternative Investments, Accounting, Fund Of Funds, Investment Management, Asset Allocation, Portfolio Management, Risk Management, Financial Accounting, Finance, Income Tax
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2008
MBA
Whitman College
BA, Economics, Merit Scholarship recipient
Victory Capital Management August 2008 - Present
Deutsche Asset Management June 2007 - August 2007
Vavrinek, Trine, Day & Co., LLP 2004 - 2006
Skills
Financial Modeling, Bloomberg, Financial Reporting, Strategic Financial..., Hedge Funds, Mergers, Corporate Finance, Due Diligence, Asset Managment, Investments, Alternative Investments, Accounting, Fund Of Funds, Investment Management, Asset Allocation, Portfolio Management, Risk Management, Financial Accounting, Finance, Income Tax
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2008
MBA
Whitman College
BA, Economics, Merit Scholarship recipient
Tommy Kriengprarthana, CFA's Deutsche Asset Management Experience July 1999 - December 2002
Job
Industry Financial Services
Experience
SAIL Advisors March 2010 - Present
ING Investment Management March 2003 - February 2010
Deutsche Asset Management July 1999 - December 2002
Scudder Investments 1999 - 2002
Parnassus Investments May 1998 - August 1998
Skills
Hedge Funds, Fund Of Funds, Bloomberg, Alternative Investments, Asset Managment, Fixed Income, Equities, Derivatives, Portfolio Management, Trading, Financial Markets, Investment Management, Capital Markets, Investments, Financial Modeling, Asset Allocation, Risk Management, Quantitative Finance, Quantitative Analytics, Due Diligence, Finance, Financial Risk, Structured Products, Hedging, Asset Management, Mutual Funds, Swaps, Loans, Valuation, Emerging Markets, Investment Strategies, Equity Derivatives
Education
Duke University - The Fuqua School of Business 1997 — 1999
Master of Business Administration (MBA)
Assumption University 1991 — 1994
BBA
SAIL Advisors March 2010 - Present
ING Investment Management March 2003 - February 2010
Deutsche Asset Management July 1999 - December 2002
Scudder Investments 1999 - 2002
Parnassus Investments May 1998 - August 1998
Skills
Hedge Funds, Fund Of Funds, Bloomberg, Alternative Investments, Asset Managment, Fixed Income, Equities, Derivatives, Portfolio Management, Trading, Financial Markets, Investment Management, Capital Markets, Investments, Financial Modeling, Asset Allocation, Risk Management, Quantitative Finance, Quantitative Analytics, Due Diligence, Finance, Financial Risk, Structured Products, Hedging, Asset Management, Mutual Funds, Swaps, Loans, Valuation, Emerging Markets, Investment Strategies, Equity Derivatives
Education
Duke University - The Fuqua School of Business 1997 — 1999
Master of Business Administration (MBA)
Assumption University 1991 — 1994
BBA
Robert King, CFA's Deutsche Asset Management Experience January 2002 - December 2006
Job Director at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management March 2012 - Present
Dwight Asset Management August 2010 - May 2012
John Hancock June 2007 - September 2010
Deutsche Asset Management January 2002 - December 2006
Scudder Kemper Investments August 1999 - January 2002
Scudder, Stevens & Clark October 1996 - August 1999
Scudder, Stevens & Clark August 1995 - October 1996
State Street Bank June 1994 - August 1995
Skills
Fixed Income, Investment Strategies, Asset Managment, Investments, Bonds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2000
Masters of Business, Finance
University of Massachusetts, Amherst 1990 — 1994
Bachelors, Finance
Shrewsbury High School 1986 — 1990
Babson Capital Management March 2012 - Present
Dwight Asset Management August 2010 - May 2012
John Hancock June 2007 - September 2010
Deutsche Asset Management January 2002 - December 2006
Scudder Kemper Investments August 1999 - January 2002
Scudder, Stevens & Clark October 1996 - August 1999
Scudder, Stevens & Clark August 1995 - October 1996
State Street Bank June 1994 - August 1995
Skills
Fixed Income, Investment Strategies, Asset Managment, Investments, Bonds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2000
Masters of Business, Finance
University of Massachusetts, Amherst 1990 — 1994
Bachelors, Finance
Shrewsbury High School 1986 — 1990
Amy DiMattia's Deutsche Asset Management Experience September 2000 - April 2004
Job Associate Director EMBA for Physicians
Industry Higher Education
Experience
Brandeis University September 2015 - Present
MIT Sloan School of Management March 2008 - September 2015
MIT Sloan School of Management August 2006 - February 2008
MIT Sloan School of Management June 2005 - July 2006
Boston College January 2005 - January 2006
Boston College August 2004 - June 2005
Deutsche Asset Management September 2000 - April 2004
Skills
Academic Advising, Student Counseling, Higher Education, Higher Education..., Student Affairs, Student Development, Written & Oral..., Public Speaking, Admissions, Program Development, Data Analysis, Life Coaching, Team Facilitation, Research, Strategy, Nonprofits, Alumni Relations, Academic Administration
Education
Boston College 2004 — 2006
MA, Higher Education Administration
Boston College 1996 — 2000
BA, English
Brandeis University September 2015 - Present
MIT Sloan School of Management March 2008 - September 2015
MIT Sloan School of Management August 2006 - February 2008
MIT Sloan School of Management June 2005 - July 2006
Boston College January 2005 - January 2006
Boston College August 2004 - June 2005
Deutsche Asset Management September 2000 - April 2004
Skills
Academic Advising, Student Counseling, Higher Education, Higher Education..., Student Affairs, Student Development, Written & Oral..., Public Speaking, Admissions, Program Development, Data Analysis, Life Coaching, Team Facilitation, Research, Strategy, Nonprofits, Alumni Relations, Academic Administration
Education
Boston College 2004 — 2006
MA, Higher Education Administration
Boston College 1996 — 2000
BA, English
Jason Hubschman's Deutsche Asset Management Experience September 2006 - Present
Job Director at Deutsche Asset Management
Industry Financial Services
Experience
Deutsche Asset Management September 2006 - Present
ABN AMRO June 2005 - August 2006
Weil, Gotshal & Manges LLP 2001 - 2005
Skills
Hedge Funds, Capital Markets, Asset Management
Education
Baruch College, City University of New York (CUNY) 1997 — 2001
MBA, Finance
New York Law School 1997 — 2001
Deutsche Asset Management September 2006 - Present
ABN AMRO June 2005 - August 2006
Weil, Gotshal & Manges LLP 2001 - 2005
Skills
Hedge Funds, Capital Markets, Asset Management
Education
Baruch College, City University of New York (CUNY) 1997 — 2001
MBA, Finance
New York Law School 1997 — 2001
Austin Mayberry's Deutsche Asset Management Experience May 2007 - November 2013
Job Head of Investment Platform at First State Investments
Industry Investment Management
Experience
First State Investments November 2013 - Present
Deutsche Asset Management May 2007 - November 2013
Fortis Investments March 2007 - May 2007
Invesco January 2004 - March 2007
MTR Gaming Group June 2002 - June 2003
Whizbang Labs November 2001 - June 2002
Internet Tool and Die June 1999 - October 2001
PracticeSuite August 1998 - July 2000
Skills
Finance, Java, Asset Management, Business Intelligence, Fixed Income, FX Derivatives, Credit Derivatives, Interest Rate..., Risk Management, Performance Attribution, Structured Finance, Cloud Computing, HTML 5, Scalable Architecture, Trading System..., Project Management, International..., Business Development, Entrepreneurship, Investments, Portfolio Management, Equities, Asset Managment, C++, Linux, Amazon Web Services..., JavaScript, PHP, Oracle, PostgreSQL, MySQL, Financial Modeling, Bloomberg, Hedge Funds, Bonds, Asset Allocation, Investment Strategies, Emerging Markets, Investment Management, Derivatives, Trading, Alternative Investments, Mutual Funds, ETFs, Investment Banking, Securities, Financial Services, Structured Products, Institutional...
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2003
MBA, Finance, International Management, Entrepreneurship
University of Louisville 1999 — 2001
Masters of Engineering, Computer Engineering and Computer Science, Magna Cum Laude
University of Louisville 1995 — 1999
Bachelors of Science, Engineering Mathematics and Computer Science, Magna Cum Laude
Apollo High School 1991 — 1995
Valedictorian, National Merit Scholar
First State Investments November 2013 - Present
Deutsche Asset Management May 2007 - November 2013
Fortis Investments March 2007 - May 2007
Invesco January 2004 - March 2007
MTR Gaming Group June 2002 - June 2003
Whizbang Labs November 2001 - June 2002
Internet Tool and Die June 1999 - October 2001
PracticeSuite August 1998 - July 2000
Skills
Finance, Java, Asset Management, Business Intelligence, Fixed Income, FX Derivatives, Credit Derivatives, Interest Rate..., Risk Management, Performance Attribution, Structured Finance, Cloud Computing, HTML 5, Scalable Architecture, Trading System..., Project Management, International..., Business Development, Entrepreneurship, Investments, Portfolio Management, Equities, Asset Managment, C++, Linux, Amazon Web Services..., JavaScript, PHP, Oracle, PostgreSQL, MySQL, Financial Modeling, Bloomberg, Hedge Funds, Bonds, Asset Allocation, Investment Strategies, Emerging Markets, Investment Management, Derivatives, Trading, Alternative Investments, Mutual Funds, ETFs, Investment Banking, Securities, Financial Services, Structured Products, Institutional...
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2003
MBA, Finance, International Management, Entrepreneurship
University of Louisville 1999 — 2001
Masters of Engineering, Computer Engineering and Computer Science, Magna Cum Laude
University of Louisville 1995 — 1999
Bachelors of Science, Engineering Mathematics and Computer Science, Magna Cum Laude
Apollo High School 1991 — 1995
Valedictorian, National Merit Scholar
Matt Spiegel's Deutsche Asset Management Experience June 2007 - August 2007
Job Vice President/Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company August 2015 - Present
Evermore Global Advisors January 2010 - July 2015
Boston Securities Analyst Society June 2009 - June 2012
K Capital Partners June 2008 - 2009
Deutsche Asset Management June 2007 - August 2007
Arrowstreet Capital 2003 - 2006
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
Boston College 1997 — 2001
Canton High School
Loomis, Sayles & Company August 2015 - Present
Evermore Global Advisors January 2010 - July 2015
Boston Securities Analyst Society June 2009 - June 2012
K Capital Partners June 2008 - 2009
Deutsche Asset Management June 2007 - August 2007
Arrowstreet Capital 2003 - 2006
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
Boston College 1997 — 2001
Canton High School
Sharon Gershman's Deutsche Asset Management Experience August 2001 - March 2007
Job Senior Associate at Income Research & Management
Industry Financial Services
Experience
Income Research & Management 2008 - Present
Mass. NOW November 2008 - April 2009
Boston Area Rape Crisis Center October 2003 - December 2007
Deutsche Asset Management August 2001 - March 2007
Education
University of Massachusetts Boston 2008 — 2009
Graduate Certificate, Program for Women in Politics and Public Policy
Bryn Mawr College 1996 — 2000
BA, Chemistry
Income Research & Management 2008 - Present
Mass. NOW November 2008 - April 2009
Boston Area Rape Crisis Center October 2003 - December 2007
Deutsche Asset Management August 2001 - March 2007
Education
University of Massachusetts Boston 2008 — 2009
Graduate Certificate, Program for Women in Politics and Public Policy
Bryn Mawr College 1996 — 2000
BA, Chemistry
John Van Hout's Deutsche Asset Management Experience 2000 - 2005
Job Vice President at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase April 2005 - Present
Deutsche Asset Management 2000 - 2005
Scudder Investments 1998 - 2005
Genisys Consulting 1998 - 2000
Spartan Stores February 1997 - August 1998
Skills
SDLC, Business Analysis, Requirements Analysis, SQL, Trading Systems, Software Project..., Sybase, Fixed Income, Derivatives, Agile Methodologies, Investment Banking, Enterprise Architecture
Education
Calvin College 1993 — 1997
B.S., Computer Science
JPMorgan Chase April 2005 - Present
Deutsche Asset Management 2000 - 2005
Scudder Investments 1998 - 2005
Genisys Consulting 1998 - 2000
Spartan Stores February 1997 - August 1998
Skills
SDLC, Business Analysis, Requirements Analysis, SQL, Trading Systems, Software Project..., Sybase, Fixed Income, Derivatives, Agile Methodologies, Investment Banking, Enterprise Architecture
Education
Calvin College 1993 — 1997
B.S., Computer Science
Dave McSweeney's Deutsche Asset Management Experience February 2003 - March 2006
Job VP at Bank of America
Industry Banking
Experience
Bank of America March 2008 - Present
State Street Corporation March 2006 - October 2007
Deutsche Asset Management February 2003 - March 2006
John Hancock Funds 1997 - 2003
Education
Utica College 2008 — 2010
Certificate, Financial Crimes Investigations
Bentley University 1984 — 1988
BS, Business Economics
Bank of America March 2008 - Present
State Street Corporation March 2006 - October 2007
Deutsche Asset Management February 2003 - March 2006
John Hancock Funds 1997 - 2003
Education
Utica College 2008 — 2010
Certificate, Financial Crimes Investigations
Bentley University 1984 — 1988
BS, Business Economics
Peter Sicher's Deutsche Asset Management Experience June 2008 - August 2008
Job Equity Research Analyst at Olstein Capital Management
Industry Investment Management
Experience
Olstein Capital Management July 2015 - Present
SeaMist LLC June 2014 - Present
Sidoti & Company, LLC November 2010 - May 2014
Bond Street Holdings LLC July 2009 - February 2010
Deutsche Asset Management June 2008 - August 2008
Capital One Asset Management February 2003 - April 2007
Skills
Value Investing, Financial Modeling, Competitive Analysis, Fundamental Research, Valuation, Financial Reporting, Bloomberg, Equity Research, Industry Analysis, Portfolio Management, Financial Analysis, Hedge Funds, Fixed Income, Asset Management, Economics, Equities, Investments
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2009
MBA, Finance, Economics, and Accounting
Tulane University 1996 — 2000
Bachelor of Arts, Political Economy
The Taft School 1992 — 1996
Olstein Capital Management July 2015 - Present
SeaMist LLC June 2014 - Present
Sidoti & Company, LLC November 2010 - May 2014
Bond Street Holdings LLC July 2009 - February 2010
Deutsche Asset Management June 2008 - August 2008
Capital One Asset Management February 2003 - April 2007
Skills
Value Investing, Financial Modeling, Competitive Analysis, Fundamental Research, Valuation, Financial Reporting, Bloomberg, Equity Research, Industry Analysis, Portfolio Management, Financial Analysis, Hedge Funds, Fixed Income, Asset Management, Economics, Equities, Investments
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2009
MBA, Finance, Economics, and Accounting
Tulane University 1996 — 2000
Bachelor of Arts, Political Economy
The Taft School 1992 — 1996
Gary Casagrande's Deutsche Asset Management Experience April 2001 - April 2005
Job Head of Financial Reporting and Expense Administration at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2011 - Present
JP Morgan August 2006 - May 2011
Investors Bank and Trust April 2005 - August 2006
Deutsche Asset Management April 2001 - April 2005
State Street Bank July 1994 - April 2001
Skills
Asset Management, Derivatives, Financial Reporting, Financial Services, Fund Accounting, Fund Administration, Investments, Mutual Funds, Risk Management
Education
Bryant University 1990 — 1994
Bachelor of Science in Business Administration, Finance
Brown Brothers Harriman May 2011 - Present
JP Morgan August 2006 - May 2011
Investors Bank and Trust April 2005 - August 2006
Deutsche Asset Management April 2001 - April 2005
State Street Bank July 1994 - April 2001
Skills
Asset Management, Derivatives, Financial Reporting, Financial Services, Fund Accounting, Fund Administration, Investments, Mutual Funds, Risk Management
Education
Bryant University 1990 — 1994
Bachelor of Science in Business Administration, Finance
Jodi Tarzia's Deutsche Asset Management Experience May 2007 - November 2007
Job AIM Back Office Implementation Specialist at Bloomberg
Industry Financial Services
Experience
Bloomberg July 2010 - Present
Hollard Insurance - South Africa July 2009 - July 2010
Exigen Services May 2007 - July 2010
Standard & Poor's November 2007 - March 2009
Deutsche Asset Management May 2007 - November 2007
The Reserve 2006 - 2007
Western Union Payment Services 2004 - 2006
Investlink 2000 - 2004
Price, Raffel & Browne 1997 - 2000
Skills
Testing, Business Analysis, Financial Services, Quality Assurance, Business Requirements, Equities, Requirements Analysis, SDLC, Customer Service, Finance, Vendor Management, Analysis, Risk Management, Software Project..., Requirements Gathering, SQL
Education
Bentley University 1992 — 1995
BS, Accounting
Bloomberg July 2010 - Present
Hollard Insurance - South Africa July 2009 - July 2010
Exigen Services May 2007 - July 2010
Standard & Poor's November 2007 - March 2009
Deutsche Asset Management May 2007 - November 2007
The Reserve 2006 - 2007
Western Union Payment Services 2004 - 2006
Investlink 2000 - 2004
Price, Raffel & Browne 1997 - 2000
Skills
Testing, Business Analysis, Financial Services, Quality Assurance, Business Requirements, Equities, Requirements Analysis, SDLC, Customer Service, Finance, Vendor Management, Analysis, Risk Management, Software Project..., Requirements Gathering, SQL
Education
Bentley University 1992 — 1995
BS, Accounting
Luis Zuniega's Deutsche Asset Management Experience January 1998 - October 2000
Job Director, Data Architecture at NBCUniversal, Inc.
Industry Entertainment
Experience
NBCUniversal, Inc. September 2011 - Present
Comcast Entertainment Group November 2008 - October 2011
Comcast Entertainment Group November 2000 - October 2008
Deutsche Asset Management January 1998 - October 2000
American Express Bank July 1997 - December 1997
American Express Business Travel February 1995 - June 1997
American Express Bank February 1992 - January 1995
Skills
System Administration, Software Installation, Infrastructure, Performance Tuning, Data Warehousing, SQL, Agile Methodologies, Databases, Microsoft SQL Server, Disaster Recovery, Data Migration, SharePoint, Scrum, Visio, Business Intelligence
Education
Rizal Technological University 1979 — 1983
BS
NBCUniversal, Inc. September 2011 - Present
Comcast Entertainment Group November 2008 - October 2011
Comcast Entertainment Group November 2000 - October 2008
Deutsche Asset Management January 1998 - October 2000
American Express Bank July 1997 - December 1997
American Express Business Travel February 1995 - June 1997
American Express Bank February 1992 - January 1995
Skills
System Administration, Software Installation, Infrastructure, Performance Tuning, Data Warehousing, SQL, Agile Methodologies, Databases, Microsoft SQL Server, Disaster Recovery, Data Migration, SharePoint, Scrum, Visio, Business Intelligence
Education
Rizal Technological University 1979 — 1983
BS
Jennifer Connors's Deutsche Asset Management Experience October 2004 - January 2009
Job Bloomberg Portfolio and Risk
Industry Investment Management
Experience
Bloomberg February 2009 - Present
Deutsche Asset Management October 2004 - January 2009
International Securities Exchange 2003 - 2004
Deutsche Asset Management 2002 - 2002
UBS 2000 - 2002
Deutsche Bank 1999 - 2000
Fidelity Investments 1994 - 1997
Skills
Capital Markets, Equities, Asset Managment
Education
Georgetown University - The McDonough School of Business 1997 — 1999
University of Oxford 1998 — 1998
Boston College 1990 — 1994
Niskayuna High School
Bloomberg February 2009 - Present
Deutsche Asset Management October 2004 - January 2009
International Securities Exchange 2003 - 2004
Deutsche Asset Management 2002 - 2002
UBS 2000 - 2002
Deutsche Bank 1999 - 2000
Fidelity Investments 1994 - 1997
Skills
Capital Markets, Equities, Asset Managment
Education
Georgetown University - The McDonough School of Business 1997 — 1999
University of Oxford 1998 — 1998
Boston College 1990 — 1994
Niskayuna High School
Chetan Gadhiya's Deutsche Asset Management Experience April 2005 - November 2007
Job EBranch Manager at First Atlantic Federal Credit Union
Industry Financial Services
Experience
First Atlantic Federal Credit Union July 2012 - Present
SEO Associates, LLC December 2010 - July 2012
LexisNexis Martindale-Hubbell November 2009 - December 2010
Kailash Associates, LLC November 2007 - November 2009
Deutsche Asset Management April 2005 - November 2007
DMJM Harris, Inc (now AECOM, Inc) January 2001 - March 2005
Skills
Data Analysis, Integration, Macro, Analytics, Competitive Analysis, Forecasting, Business Analysis, Financial Modeling, Financial Analysis, Budgets, Analysis, Project Management, Web Analytics, Process Improvement, Access, Microsoft Office, Strategic Planning, Google Analytics, Microsoft Excel, Online Advertising, Product Management, Vendor Relationships, Manage Client..., Data Quality Control, Advance Excel User, Database Management, Excel Automation, Excel Macros, VBA, Financial Reporting, Client Reporting, Variance Reporting, Reconciliation, Scorecards, Dashboards, KPI’s, Performance Metrics, Data Manipulation, Management, HTML, Online Marketing, Google Adwords, Social Media Marketing, Strategy, Database Admin, Variance Analysis, Business Process..., Account Reconciliation, Balanced Scorecard
Education
Boston University 1996 — 2000
Bachelor's degree, Applied Mathematics
First Atlantic Federal Credit Union July 2012 - Present
SEO Associates, LLC December 2010 - July 2012
LexisNexis Martindale-Hubbell November 2009 - December 2010
Kailash Associates, LLC November 2007 - November 2009
Deutsche Asset Management April 2005 - November 2007
DMJM Harris, Inc (now AECOM, Inc) January 2001 - March 2005
Skills
Data Analysis, Integration, Macro, Analytics, Competitive Analysis, Forecasting, Business Analysis, Financial Modeling, Financial Analysis, Budgets, Analysis, Project Management, Web Analytics, Process Improvement, Access, Microsoft Office, Strategic Planning, Google Analytics, Microsoft Excel, Online Advertising, Product Management, Vendor Relationships, Manage Client..., Data Quality Control, Advance Excel User, Database Management, Excel Automation, Excel Macros, VBA, Financial Reporting, Client Reporting, Variance Reporting, Reconciliation, Scorecards, Dashboards, KPI’s, Performance Metrics, Data Manipulation, Management, HTML, Online Marketing, Google Adwords, Social Media Marketing, Strategy, Database Admin, Variance Analysis, Business Process..., Account Reconciliation, Balanced Scorecard
Education
Boston University 1996 — 2000
Bachelor's degree, Applied Mathematics
Don Brabants's Deutsche Asset Management Experience June 2001 - July 2002
Job Information Technology at BMC HealthNet Plan
Industry Information Technology and Services
Experience
Boston Medical Center Healthnet Plan July 2008 - Present
Clean Harbors September 2003 - July 2008
Putnam Investments August 2002 - September 2003
Deutsche Asset Management June 2001 - July 2002
Scudder Stevens & Clark 1997 - 2002
Scudder Kemper Investments June 1997 - June 2001
PC-PLUS Technologies, Inc. January 1993 - June 1997
Skills
VMware ESX, Fibre Channel, SAN, Cloud Computing, Cisco Technologies, Servers, Citrix, Windows Server, VDI, Data Center, EMC Storage, Integration, Dell PowerEdge Servers, Active Directory, Hardware, VMware Infrastructure, Microsoft Exchange, VMware, Operating Systems, Management, Infrastructure, Switches, DNS, Technical Support, Group Policy, Network Administration, Networking, Enterprise Architecture, Enterprise Software, SCCM, Compellent, vSphere, ESXi, QSI, Trizetto, Brocade Fibre Switches, Arista, Cisco IOS, DHCP, DNS Server, Print Servers, RSA Security
Education
Boston University 1994 — 1995
Novell/LAN Certification
Northeastern University 1988 — 1993
MIS
Boston Medical Center Healthnet Plan July 2008 - Present
Clean Harbors September 2003 - July 2008
Putnam Investments August 2002 - September 2003
Deutsche Asset Management June 2001 - July 2002
Scudder Stevens & Clark 1997 - 2002
Scudder Kemper Investments June 1997 - June 2001
PC-PLUS Technologies, Inc. January 1993 - June 1997
Skills
VMware ESX, Fibre Channel, SAN, Cloud Computing, Cisco Technologies, Servers, Citrix, Windows Server, VDI, Data Center, EMC Storage, Integration, Dell PowerEdge Servers, Active Directory, Hardware, VMware Infrastructure, Microsoft Exchange, VMware, Operating Systems, Management, Infrastructure, Switches, DNS, Technical Support, Group Policy, Network Administration, Networking, Enterprise Architecture, Enterprise Software, SCCM, Compellent, vSphere, ESXi, QSI, Trizetto, Brocade Fibre Switches, Arista, Cisco IOS, DHCP, DNS Server, Print Servers, RSA Security
Education
Boston University 1994 — 1995
Novell/LAN Certification
Northeastern University 1988 — 1993
MIS
Arthur Hyder's Deutsche Asset Management Experience June 2008 - June 2010
Job Director, Quant & Algorithmic Solutions at TD
Industry Financial Services
Experience
TD March 2014 - Present
Morgan Stanley July 2010 - February 2014
Deutsche Asset Management June 2008 - June 2010
Deutsche Asset Management June 2007 - August 2007
Freescale Semiconductor September 2004 - April 2006
Appix June 2003 - July 2004
Skills
Java, Matlab, Electronic Trading, Trading Systems, Quantitative Finance, Quantitative Analytics, KDB+, C++, Capital Markets, Bloomberg
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2008
MBA, Finance
Carnegie Mellon University
BS, Computer Engineering
The George Washington University
MS, Computer Engineering
TD March 2014 - Present
Morgan Stanley July 2010 - February 2014
Deutsche Asset Management June 2008 - June 2010
Deutsche Asset Management June 2007 - August 2007
Freescale Semiconductor September 2004 - April 2006
Appix June 2003 - July 2004
Skills
Java, Matlab, Electronic Trading, Trading Systems, Quantitative Finance, Quantitative Analytics, KDB+, C++, Capital Markets, Bloomberg
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2008
MBA, Finance
Carnegie Mellon University
BS, Computer Engineering
The George Washington University
MS, Computer Engineering
Syeda Rahman's Deutsche Asset Management Experience October 2001 - June 2003
Job Business Analyst/Operations Manager/Advent Geneva implementation
Industry Investment Banking
Experience
Insight Investment February 2015 - Present
IMRC LLC October 2008 - Present
Angelo, Gordon & Co. March 2014 - January 2015
Citi June 2012 - July 2013
Madison Square Investors June 2008 - April 2009
Goldman Sachs Asset Management April 2006 - April 2008
Morgan Stanley January 2004 - December 2005
GLOBEOP FINANCIAL SERVICES June 2003 - December 2003
DEUTSCHE ASSET MANAGEMENT October 2001 - June 2003
JPMorgan Chase April 1998 - July 2001
Skills
Investment Banking, Equities, Asset Management, Capital Markets, Fixed Income, Hedge Funds, Investments, Financial Modeling, Portfolio Management, Valuation, Derivatives, Emerging Markets, Corporate Finance, Private Equity, Financial Services, Alternative Investments, Trading, Venture Capital, Financial Analysis, Due Diligence, Mergers & Acquisitions, Securities, Mutual Funds, Accounting
Education
Pace University 2004 — 2006
Master of Science (MS), Management Information Systems, General
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Accounting
Insight Investment February 2015 - Present
IMRC LLC October 2008 - Present
Angelo, Gordon & Co. March 2014 - January 2015
Citi June 2012 - July 2013
Madison Square Investors June 2008 - April 2009
Goldman Sachs Asset Management April 2006 - April 2008
Morgan Stanley January 2004 - December 2005
GLOBEOP FINANCIAL SERVICES June 2003 - December 2003
DEUTSCHE ASSET MANAGEMENT October 2001 - June 2003
JPMorgan Chase April 1998 - July 2001
Skills
Investment Banking, Equities, Asset Management, Capital Markets, Fixed Income, Hedge Funds, Investments, Financial Modeling, Portfolio Management, Valuation, Derivatives, Emerging Markets, Corporate Finance, Private Equity, Financial Services, Alternative Investments, Trading, Venture Capital, Financial Analysis, Due Diligence, Mergers & Acquisitions, Securities, Mutual Funds, Accounting
Education
Pace University 2004 — 2006
Master of Science (MS), Management Information Systems, General
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Accounting
Len Dolan's Deutsche Asset Management Experience 2002 - 2004
Job Vice President at Eaton Vance
Industry Investment Management
Experience
Eaton Vance July 2004 - Present
Scudder Kemper Investments August 1991 - July 2004
Deutsche Asset Management 2002 - 2004
Deutsche Asset Management (formerly Zurich Scudder Investments) 2001 - 2004
Scudder Investments 1991 - 2004
Scudder 1991 - 2004
Deutsche Bank Private Wealth 1991 - 2004
Zurich Scudder Investments 1991 - 2004
Scudder 1991 - 2004
Deutsche Bank (formerly Scudder, Stevens & Clark) 1991 - 2004
Education
Boston University Questrom School of Business 1995 — 1999
MBA, Business
Isenberg School of Management, UMass Amherst 1985 — 1989
BBA, Finance - Cum Laude Graduate
University of Massachusetts, Amherst 1985 — 1989
Melrose High School 1982 — 1985
Diploma
Eaton Vance July 2004 - Present
Scudder Kemper Investments August 1991 - July 2004
Deutsche Asset Management 2002 - 2004
Deutsche Asset Management (formerly Zurich Scudder Investments) 2001 - 2004
Scudder Investments 1991 - 2004
Scudder 1991 - 2004
Deutsche Bank Private Wealth 1991 - 2004
Zurich Scudder Investments 1991 - 2004
Scudder 1991 - 2004
Deutsche Bank (formerly Scudder, Stevens & Clark) 1991 - 2004
Education
Boston University Questrom School of Business 1995 — 1999
MBA, Business
Isenberg School of Management, UMass Amherst 1985 — 1989
BBA, Finance - Cum Laude Graduate
University of Massachusetts, Amherst 1985 — 1989
Melrose High School 1982 — 1985
Diploma
Paul Grasso's Deutsche Asset Management Experience 2007 - Present
Job Vice President at Deutsche Asset Management
Industry Financial Services
Experience
Deutsche Asset Management 2007 - Present
Deutsche Asset Management 2002 - 2007
Zurich Scudder Investments 1993 - 2002
Scudder, Stevens & Clark, Inc. 1992 - 1993
Skills
Mutual Funds, Alternative Investments, Asset Management, Asset Allocation, Financial Services, Fund Administration, Securities, Investment Management, Bonds, Derivatives, Corporate Actions, 401k, Retirement, Equities, Fixed Income
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
Salem State University 1992 — 1996
Bachelor of Arts (B.A.), English Language and Literature/Letters
Deutsche Asset Management 2007 - Present
Deutsche Asset Management 2002 - 2007
Zurich Scudder Investments 1993 - 2002
Scudder, Stevens & Clark, Inc. 1992 - 1993
Skills
Mutual Funds, Alternative Investments, Asset Management, Asset Allocation, Financial Services, Fund Administration, Securities, Investment Management, Bonds, Derivatives, Corporate Actions, 401k, Retirement, Equities, Fixed Income
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
Salem State University 1992 — 1996
Bachelor of Arts (B.A.), English Language and Literature/Letters
Michael Verna's Deutsche Asset Management Experience 2001 - 2005
Job Consultant at BD Consulting
Industry Investment Management
Experience
BD Consulting April 2012 - Present
TEKsystems September 2011 - April 2012
Conversion Services International, Inc. October 2010 - September 2011
Bank of America May 2009 - October 2010
Columbia Management August 2005 - February 2009
Bank of America 2005 - February 2009
Deutsche Asset Management 2001 - 2005
Deutsche Bank 1995 - 2005
Scudder 1995 - 1999
Skills
Project Management, Requirements Gathering, Portfolio Management, Management, Strategy, Budgets, Leadership, Business Analysis, Investments, Business Process..., Analysis, Risk Management, Management Consulting, Banking, Process Improvement, Derivatives
Education
Bryant University 1987 — 1991
Bachelors, Finance
BD Consulting April 2012 - Present
TEKsystems September 2011 - April 2012
Conversion Services International, Inc. October 2010 - September 2011
Bank of America May 2009 - October 2010
Columbia Management August 2005 - February 2009
Bank of America 2005 - February 2009
Deutsche Asset Management 2001 - 2005
Deutsche Bank 1995 - 2005
Scudder 1995 - 1999
Skills
Project Management, Requirements Gathering, Portfolio Management, Management, Strategy, Budgets, Leadership, Business Analysis, Investments, Business Process..., Analysis, Risk Management, Management Consulting, Banking, Process Improvement, Derivatives
Education
Bryant University 1987 — 1991
Bachelors, Finance
Christine Pasciuti's Deutsche Asset Management Experience 2001 - 2006
Job Article Writing, Book Editing Projects
Industry Writing and Editing
Experience
awakeandalertblog.wordpress.com December 2013 - Present
Independent Contractor October 2013 - July 2015
Prophecy News Watch February 2014 - June 2014
Renown Health April 2013 - August 2013
Northern Nevada Endocrinology February 2013 - March 2013
Carrington College May 2012 - March 2013
Deutsche Asset Management 2001 - 2006
Zurich Scudder Investments 1997 - 2001
Scudder, Stevens & Clark, Inc. 1990 - 1997
Skills
Creative Writing, Report Writing, Front & Back Office..., Manual and electronic..., Medical insurance..., Medical lab technician..., Phlebotomy and..., Certified Phlebotomy..., Certified Medical..., Basic patient care, Minor surgical..., Certified Healthcare..., Phlebotomists, Photoshop, Phlebotomy, Medical Assisting, Fundraising, EKG, Vital Signs
Education
Carrington College-Reno 2012 — 2013
Certificate Diploma, Allied Health and Medical Assisting Services
California State University-Northridge 1977 — 1978
Music/Piano
awakeandalertblog.wordpress.com December 2013 - Present
Independent Contractor October 2013 - July 2015
Prophecy News Watch February 2014 - June 2014
Renown Health April 2013 - August 2013
Northern Nevada Endocrinology February 2013 - March 2013
Carrington College May 2012 - March 2013
Deutsche Asset Management 2001 - 2006
Zurich Scudder Investments 1997 - 2001
Scudder, Stevens & Clark, Inc. 1990 - 1997
Skills
Creative Writing, Report Writing, Front & Back Office..., Manual and electronic..., Medical insurance..., Medical lab technician..., Phlebotomy and..., Certified Phlebotomy..., Certified Medical..., Basic patient care, Minor surgical..., Certified Healthcare..., Phlebotomists, Photoshop, Phlebotomy, Medical Assisting, Fundraising, EKG, Vital Signs
Education
Carrington College-Reno 2012 — 2013
Certificate Diploma, Allied Health and Medical Assisting Services
California State University-Northridge 1977 — 1978
Music/Piano
John Geary's Deutsche Asset Management Experience January 2002 - August 2002
Job Director at Treasury Partners
Industry Financial Services
Experience
Treasury Partners September 2011 - Present
Institutional Cash Distributors October 2004 - June 2010
BlackRock Investments November 2002 - October 2004
Deutsche Asset Management January 2002 - August 2002
Zurich Scudder Investments March 2001 - January 2002
Scudder Investments March 2000 - March 2001
Skills
Investments, Securities, Cash Management, Relationship Management, Money Market, Treasury, Fixed Income, Finance, Mutual Funds, Series 63, Asset Management, Financial Markets, Capital Markets, Treasury Management, Trading, Liquidity Management, FINRA, Investment Management, Money Market Funds, Contract Negotiation, Risk Management, Separately Managed..., Bonds, Financial Advisory
Education
Boston College 1994 — 1998
BS, Business Management; heavy concentration Finance
Cohasset High School 1988 — 1992
Treasury Partners September 2011 - Present
Institutional Cash Distributors October 2004 - June 2010
BlackRock Investments November 2002 - October 2004
Deutsche Asset Management January 2002 - August 2002
Zurich Scudder Investments March 2001 - January 2002
Scudder Investments March 2000 - March 2001
Skills
Investments, Securities, Cash Management, Relationship Management, Money Market, Treasury, Fixed Income, Finance, Mutual Funds, Series 63, Asset Management, Financial Markets, Capital Markets, Treasury Management, Trading, Liquidity Management, FINRA, Investment Management, Money Market Funds, Contract Negotiation, Risk Management, Separately Managed..., Bonds, Financial Advisory
Education
Boston College 1994 — 1998
BS, Business Management; heavy concentration Finance
Cohasset High School 1988 — 1992
Keri McLaughlin's Deutsche Asset Management Experience September 2002 - August 2010
Job at QS Investors, LLC
Industry Investment Management
Experience
QS Investors, LLC August 2010 - Present
Deutsche Asset Management September 2002 - August 2010
Citigroup October 1996 - July 2002
Education
Bryant University
QS Investors, LLC August 2010 - Present
Deutsche Asset Management September 2002 - August 2010
Citigroup October 1996 - July 2002
Education
Bryant University
Angelique Barrow's Deutsche Asset Management Experience June 2008 - Present
Job Vice President at Deutsche Asset Management
Industry Financial Services
Experience
Deutsche Asset and Wealth Management March 2015 - Present
Deutsche Asset Management June 2008 - Present
Goldman Sachs Asset Management July 1990 - March 2008
Education
Adelphi University 1980 — 1985
BA, Communications
Deutsche Asset and Wealth Management March 2015 - Present
Deutsche Asset Management June 2008 - Present
Goldman Sachs Asset Management July 1990 - March 2008
Education
Adelphi University 1980 — 1985
BA, Communications
Doug Scipione, CFA's Deutsche Asset Management Experience 2000 - 2010
Job Business System Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2014 - Present
State Street 2010 - 2014
Deutsche Asset Management 2000 - 2010
Fidelity Management & Research Company May 1999 - August 1999
Pell Rudman 1996 - 1998
BayBank 1995 - 1996
Boston Financial Data Services 1994 - 1995
Skills
Fixed Income, Middle Office, Equities, Bloomberg, Derivatives, Mutual Funds, Project Management, Business Analysis, Management, Vendor Management, Asset Management, Process Improvement, Demand Management, Program Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
MBA
Colgate University 1990 — 1994
Wells Fargo 2014 - Present
State Street 2010 - 2014
Deutsche Asset Management 2000 - 2010
Fidelity Management & Research Company May 1999 - August 1999
Pell Rudman 1996 - 1998
BayBank 1995 - 1996
Boston Financial Data Services 1994 - 1995
Skills
Fixed Income, Middle Office, Equities, Bloomberg, Derivatives, Mutual Funds, Project Management, Business Analysis, Management, Vendor Management, Asset Management, Process Improvement, Demand Management, Program Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
MBA
Colgate University 1990 — 1994
Chandrasekhar Chekuru's Deutsche Asset Management Experience November 2007 - May 2009
Job At TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2011 - Present
T. Rowe Price October 2009 - November 2010
Deutsche Asset Management November 2007 - May 2009
Northern Trust June 2007 - October 2007
Deutsche Asset Management November 2005 - May 2007
Eagle Investment Systems June 1999 - October 2005
Skills
Data Warehousing, Supervisory Experience, Software Development, Software Project..., Solution Architecture, SDLC
Education
Nagarjuna University
Bachelor of Technology (B.Tech.)
Other
TIAA-CREF February 2011 - Present
T. Rowe Price October 2009 - November 2010
Deutsche Asset Management November 2007 - May 2009
Northern Trust June 2007 - October 2007
Deutsche Asset Management November 2005 - May 2007
Eagle Investment Systems June 1999 - October 2005
Skills
Data Warehousing, Supervisory Experience, Software Development, Software Project..., Solution Architecture, SDLC
Education
Nagarjuna University
Bachelor of Technology (B.Tech.)
Other
Melissa Hieger's Deutsche Asset Management Experience 2003 - 2006
Job Director of Research at Risk Premium Investment Management Company, LLC
Industry Financial Services
Experience
Risk Premium Investment Management Company, LLC September 2014 - Present
Burroughs Wellcome Fund 2007 - Present
Cloverdale Advisors 2007 - September 2014
Deutsche Asset Management 2003 - 2006
Deutsche Asset Management 2000 - 2003
Merrill Lynch 1998 - 2000
State Street Global Advisors (SSgA) 1996 - 1998
Boston University 1990 - 1996
Skills
Alternative Investments, Asset Managment, Hedge Funds, Strategy, Entrepreneurship, Equities, Fixed Income, Portfolio Management, Investments, Asset Management, Investment Management, Mutual Funds, Investment Strategies, Asset Allocation, Derivatives, Financial Risk, Capital Markets, Private Equity, Risk Management, Financial Modeling
Education
Boston University 1990 — 1996
Doctor of Philosophy (Ph.D.), Economics
Miami University 1989 — 1990
Master's Degree, Economics
Miami University
Bachelor's Degree, Political Science, Latin American Studies and Spanish
Risk Premium Investment Management Company, LLC September 2014 - Present
Burroughs Wellcome Fund 2007 - Present
Cloverdale Advisors 2007 - September 2014
Deutsche Asset Management 2003 - 2006
Deutsche Asset Management 2000 - 2003
Merrill Lynch 1998 - 2000
State Street Global Advisors (SSgA) 1996 - 1998
Boston University 1990 - 1996
Skills
Alternative Investments, Asset Managment, Hedge Funds, Strategy, Entrepreneurship, Equities, Fixed Income, Portfolio Management, Investments, Asset Management, Investment Management, Mutual Funds, Investment Strategies, Asset Allocation, Derivatives, Financial Risk, Capital Markets, Private Equity, Risk Management, Financial Modeling
Education
Boston University 1990 — 1996
Doctor of Philosophy (Ph.D.), Economics
Miami University 1989 — 1990
Master's Degree, Economics
Miami University
Bachelor's Degree, Political Science, Latin American Studies and Spanish
Brian Link's Deutsche Asset Management Experience May 2003 - May 2004
Job Managing Counsel at State Street
Industry Banking
Experience
State Street May 2004 - Present
Deutsche Asset Management May 2003 - May 2004
Fidelity Investments November 2000 - May 2003
Skills
Securities, Mutual Funds, Corporate Governance, Investment Management, Asset Managment, Due Diligence, Investments, Contract Negotiation, Finance, Legal Writing, Financial Services, Securities Regulation
Education
Boston University School of Law 2003 — 2005
Master of Laws (LL.M.)
New England School of Law 1995 — 1998
Doctor of Law (JD)
State Street May 2004 - Present
Deutsche Asset Management May 2003 - May 2004
Fidelity Investments November 2000 - May 2003
Skills
Securities, Mutual Funds, Corporate Governance, Investment Management, Asset Managment, Due Diligence, Investments, Contract Negotiation, Finance, Legal Writing, Financial Services, Securities Regulation
Education
Boston University School of Law 2003 — 2005
Master of Laws (LL.M.)
New England School of Law 1995 — 1998
Doctor of Law (JD)
Sapna Arvind's Deutsche Asset Management Experience July 2010 - June 2012
Job AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein April 2014 - January 2015
AIG July 2012 - May 2013
Deutsche Asset Management July 2010 - June 2012
Deutsche Asset Management June 2009 - August 2009
Morgan Stanley December 2006 - May 2008
Lehman Brothers, Chicago September 2004 - February 2006
Lehman Brothers, New York January 2003 - August 2004
Lehman Brothers, London January 2002 - December 2002
Lehman Brothers, New York August 2000 - December 2001
Skills
Product strategy, Sales Process, Creative Problem Solving, Teamwork, Asset Allocation, Financial Modeling, Product Management, Derivatives, Valuation, Bloomberg, Risk Management, Options, Financial Risk, Investments, Bonds, Structured Products, Equity Derivatives
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA, Track in Finance specializing in Asset Management
New York University - Leonard N. Stern School of Business 1998 — 1999
BS, Finance
Assumption University 1996 — 1998
Transfer student, Business Administration
AllianceBernstein April 2014 - January 2015
AIG July 2012 - May 2013
Deutsche Asset Management July 2010 - June 2012
Deutsche Asset Management June 2009 - August 2009
Morgan Stanley December 2006 - May 2008
Lehman Brothers, Chicago September 2004 - February 2006
Lehman Brothers, New York January 2003 - August 2004
Lehman Brothers, London January 2002 - December 2002
Lehman Brothers, New York August 2000 - December 2001
Skills
Product strategy, Sales Process, Creative Problem Solving, Teamwork, Asset Allocation, Financial Modeling, Product Management, Derivatives, Valuation, Bloomberg, Risk Management, Options, Financial Risk, Investments, Bonds, Structured Products, Equity Derivatives
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA, Track in Finance specializing in Asset Management
New York University - Leonard N. Stern School of Business 1998 — 1999
BS, Finance
Assumption University 1996 — 1998
Transfer student, Business Administration
Josh Rahimzadeh's Deutsche Asset Management Experience June 2000 - August 2003
Job Systems Administrator at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2005 - Present
Deutsche Bank August 2004 - December 2005
Deutsche Asset Management June 2000 - August 2003
Education
Binghamton University 1996 — 2000
BS, Computer Science
Morgan Stanley December 2005 - Present
Deutsche Bank August 2004 - December 2005
Deutsche Asset Management June 2000 - August 2003
Education
Binghamton University 1996 — 2000
BS, Computer Science
John Rynn's Deutsche Asset Management Experience 1999 - 2002
Job Financial Services Professional
Industry Financial Services
Experience
MacKay Shields 2005 - Present
Credit Suisse Asset Management 2003 - 2005
Goldman Sachs Asset Management 2002 - 2003
Deutsche Asset Management 1999 - 2002
Deutsche Bank - formerly Bankers Trust 1997 - 1999
National Futures Association January 1994 - June 1996
Skills
Fixed Income, Mutual Funds, Derivatives, Trading, Asset Management, Creative Development, Creative Problem Solving, Securities
Education
Pace University 1999 — 2001
MBA, Finance
City University of New York-Baruch College 1988 — 1992
Bachelor of Business Administration (BBA), Accounting
MacKay Shields 2005 - Present
Credit Suisse Asset Management 2003 - 2005
Goldman Sachs Asset Management 2002 - 2003
Deutsche Asset Management 1999 - 2002
Deutsche Bank - formerly Bankers Trust 1997 - 1999
National Futures Association January 1994 - June 1996
Skills
Fixed Income, Mutual Funds, Derivatives, Trading, Asset Management, Creative Development, Creative Problem Solving, Securities
Education
Pace University 1999 — 2001
MBA, Finance
City University of New York-Baruch College 1988 — 1992
Bachelor of Business Administration (BBA), Accounting
Susan Bandy, CFA's Deutsche Asset Management Experience 2001 - 2005
Job Director at Pzena Investment Management
Industry Investment Management
Experience
Pzena Investment Management July 2011 - Present
MSCI Barra 2006 - 2011
Deutsche Asset Management 2001 - 2005
Boston Partners Asset Management 1998 - 2001
Skills
Equities, Hedge Funds, Asset Managment, Fixed Income, Sales, Marketing, Due Diligence, Quantitative Analytics, Marketing Communications
Education
Boston University
M.A.
University of Oregon
B.A.
Pzena Investment Management July 2011 - Present
MSCI Barra 2006 - 2011
Deutsche Asset Management 2001 - 2005
Boston Partners Asset Management 1998 - 2001
Skills
Equities, Hedge Funds, Asset Managment, Fixed Income, Sales, Marketing, Due Diligence, Quantitative Analytics, Marketing Communications
Education
Boston University
M.A.
University of Oregon
B.A.
Israel Thomas's Deutsche Asset Management Experience June 2011 - December 2011
Job Technical Consultant at Delta Dental
Industry Information Technology and Services
Experience
Delta Dental September 2012 - Present
Netpace January 2012 - August 2012
Deutsche Asset Management June 2011 - December 2011
Netpace February 2011 - June 2011
Blackhawk Network May 2010 - January 2011
First Data Corporation December 2008 - May 2010
Aeropostale June 2008 - November 2008
Mascon Global September 2006 - June 2008
FedEx January 2006 - August 2006
Cognizant Technology Solutions 2004 - 2005
Skills
J2EE, Web Services, Struts, DB2, PL/SQL, Core Java, Spring, Weblogic, Servlets, JSP, Sybase, XML, SQL Server, Agile, Java, Unix, SDLC, Tomcat, Unix Shell Scripting, JavaScript, AJAX, Oracle SQL, Application Development, UML, Visio, HTML
Education
Bharathidasan University 1995 — 1998
Engineering, Mechanical
Delta Dental September 2012 - Present
Netpace January 2012 - August 2012
Deutsche Asset Management June 2011 - December 2011
Netpace February 2011 - June 2011
Blackhawk Network May 2010 - January 2011
First Data Corporation December 2008 - May 2010
Aeropostale June 2008 - November 2008
Mascon Global September 2006 - June 2008
FedEx January 2006 - August 2006
Cognizant Technology Solutions 2004 - 2005
Skills
J2EE, Web Services, Struts, DB2, PL/SQL, Core Java, Spring, Weblogic, Servlets, JSP, Sybase, XML, SQL Server, Agile, Java, Unix, SDLC, Tomcat, Unix Shell Scripting, JavaScript, AJAX, Oracle SQL, Application Development, UML, Visio, HTML
Education
Bharathidasan University 1995 — 1998
Engineering, Mechanical
Katherine Wilson's Deutsche Asset Management Experience July 2002 - May 2003
Job Director, Marketing Insights
Industry Market Research
Experience
Clavis Insight January 2015 - Present
New Sector Alliance August 2014 - December 2014
THE NIELSEN COMPANY, BASES August 2010 - December 2014
Anchor Capital Advisors, Inc August 2008 - October 2011
Concord Public Schools September 2004 - July 2008
Deutsche Asset Management July 2002 - May 2003
Skills
Product Development, Marketing, Leadership, Analysis, Research, Forecasting, Analytics, Data Analysis, Consulting
Education
Boston College 2008 — 2011
M.B.A
Tufts University 2003 — 2004
M.A, Education2004
University of Michigan 1996 — 2000
BA, History
Clavis Insight January 2015 - Present
New Sector Alliance August 2014 - December 2014
THE NIELSEN COMPANY, BASES August 2010 - December 2014
Anchor Capital Advisors, Inc August 2008 - October 2011
Concord Public Schools September 2004 - July 2008
Deutsche Asset Management July 2002 - May 2003
Skills
Product Development, Marketing, Leadership, Analysis, Research, Forecasting, Analytics, Data Analysis, Consulting
Education
Boston College 2008 — 2011
M.B.A
Tufts University 2003 — 2004
M.A, Education2004
University of Michigan 1996 — 2000
BA, History
Jennifer Pohl's Deutsche Asset Management Experience September 1998 - Present
Job Vice President at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset Management September 1998 - Present
State Street June 1995 - September 1998
Education
Bryant University 1991 — 1995
Bachelor's, Finance
Whitman-Hanson High School 1987 — 1991
Deutsche Asset Management September 1998 - Present
State Street June 1995 - September 1998
Education
Bryant University 1991 — 1995
Bachelor's, Finance
Whitman-Hanson High School 1987 — 1991
David Vasecka's Deutsche Asset Management Experience June 2002 - May 2004
Job Principal Consultant, Strategy Consulting, Financial Services
Industry Investment Management
Experience
Capco January 2012 - Present
KPMG Advisory February 2011 - January 2012
Vanad Capital Group January 2009 - January 2011
Boston University August 2007 - January 2009
SS&C Technologies November 2005 - August 2007
Acadian Asset Management May 2004 - November 2005
Deutsche Asset Management June 2002 - May 2004
Investors Bank & Trust 2000 - 2001
Benistar LTD May 2000 - September 2000
Skills
Investments, Hedge Funds, Mutual Funds, Investment Banking, Start-ups, Private Equity, Asset Management, Valuation, Financial Modeling, Management Consulting, Emerging Markets
Education
Boston University Questrom School of Business 2007 — 2008
MS, Financial Economics
University of Massachusetts, Amherst 1996 — 2001
BS, Economics
Capco January 2012 - Present
KPMG Advisory February 2011 - January 2012
Vanad Capital Group January 2009 - January 2011
Boston University August 2007 - January 2009
SS&C Technologies November 2005 - August 2007
Acadian Asset Management May 2004 - November 2005
Deutsche Asset Management June 2002 - May 2004
Investors Bank & Trust 2000 - 2001
Benistar LTD May 2000 - September 2000
Skills
Investments, Hedge Funds, Mutual Funds, Investment Banking, Start-ups, Private Equity, Asset Management, Valuation, Financial Modeling, Management Consulting, Emerging Markets
Education
Boston University Questrom School of Business 2007 — 2008
MS, Financial Economics
University of Massachusetts, Amherst 1996 — 2001
BS, Economics
Kathleen Wrynn's Deutsche Asset Management Experience June 2008 - March 2014
Job Assistant Vice President, Chief Knowledge Office at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management April 2014 - Present
Deutsche Asset Management June 2008 - March 2014
Northwestern Mutual June 2007 - August 2007
Citigroup March 2007 - May 2007
Skills
Excel, International Economics, Web Project Management, IT Strategy, Marketing Strategy, Online Marketing, Data Analysis, Business Strategy, Financial Management, Microsoft Excel, Financial Markets, Leadership, Strategic Planning, Alternative Investments, Series 7, Asset Management, Wealth Management, Forecasting, Investments, Emerging Markets, Valuation, Hedge Funds, Investment Banking, Private Equity, Research, Financial Modeling, Bloomberg, Fixed Income
Education
Copenhagen Business School 2009 — 2009
Master of Arts (M.A.), International Economics and Finance
Brandeis University, Lemberg - International Business School 2007 — 2009
Master of Arts (M.A.), International Economics and Finance
Brandeis University 2004 — 2008
B.A., International and Global Studies, Economics
Deutsche Asset & Wealth Management April 2014 - Present
Deutsche Asset Management June 2008 - March 2014
Northwestern Mutual June 2007 - August 2007
Citigroup March 2007 - May 2007
Skills
Excel, International Economics, Web Project Management, IT Strategy, Marketing Strategy, Online Marketing, Data Analysis, Business Strategy, Financial Management, Microsoft Excel, Financial Markets, Leadership, Strategic Planning, Alternative Investments, Series 7, Asset Management, Wealth Management, Forecasting, Investments, Emerging Markets, Valuation, Hedge Funds, Investment Banking, Private Equity, Research, Financial Modeling, Bloomberg, Fixed Income
Education
Copenhagen Business School 2009 — 2009
Master of Arts (M.A.), International Economics and Finance
Brandeis University, Lemberg - International Business School 2007 — 2009
Master of Arts (M.A.), International Economics and Finance
Brandeis University 2004 — 2008
B.A., International and Global Studies, Economics
Thomas Connors's Deutsche Asset Management Experience 2004 - April 2012
Job Vice President and Senior Counsel at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management May 2012 - Present
Deutsche Asset Management 2004 - April 2012
John Hancock Funds 1992 - 2004
Dewey & LeBoeuf LLP 1987 - 1992
Mass Mutual 1984 - 1987
Education
Greater Boston Executive Program, MIT Sloan School of Management 1998 — 1998
The George Washington University Law School 1981 — 1984
JD
Brandeis University 1977 — 1981
BA
Trinity College Dublin 1979 — 1980
N/A, Visting Student In History
MFS Investment Management May 2012 - Present
Deutsche Asset Management 2004 - April 2012
John Hancock Funds 1992 - 2004
Dewey & LeBoeuf LLP 1987 - 1992
Mass Mutual 1984 - 1987
Education
Greater Boston Executive Program, MIT Sloan School of Management 1998 — 1998
The George Washington University Law School 1981 — 1984
JD
Brandeis University 1977 — 1981
BA
Trinity College Dublin 1979 — 1980
N/A, Visting Student In History
Steven Falzone's Deutsche Asset Management Experience February 2014 - Present
Job Senior Consultant at Deutsche Asset Management
Industry Financial Services
Experience
Deutsche Asset Management February 2014 - Present
LPL Financial June 2009 - February 2014
LPL Financial June 2009 - August 2011
Merrill Lynch January 2007 - October 2008
Merrill Lynch Investment Managers January 2006 - January 2007
Merrill Lynch Investment Managers January 2003 - January 2006
Merrill Lynch Investment Managers January 2001 - January 2003
Merrill HSBC January 2000 - January 2001
Merrill Lynch January 1999 - January 2001
Merrill Lynch January 1998 - January 1999
Skills
Fixed Income, Portfolio Management, Equities, Asset Managment, Trading Systems, Performance Reporting, Mobile Technology, Front Office Development, Front to Back Office, Technical Compliance, Separately Managed..., Investments, Wealth Management, IT Strategy, Vendor Management, Risk Management, Capital Markets, Financial Services, Agile Methodologies, Financial Risk, Strategy, Securities, Trading, Program Management, Derivatives, Asset Management, Mutual Funds, SDLC, Integration, Management, Project Management, Technology Management, Business Analysis, Project Portfolio..., PMO, Finance, Asset Allocation, Leadership, Back Office, Series 63, Settlement, Hedge Funds, Alternative Investments, Middle Office, Options, Electronic Trading, Bonds, Relationship Management, Investment Advisory, Investment Banking
Education
University of Pennsylvania - The Wharton School 2006 — 2008
SII
Fordham University 1977 — 1980
BS, Management / Marketing
Boston College 1976 — 1977
Biology
Archbishop Stepinac
Deutsche Asset Management February 2014 - Present
LPL Financial June 2009 - February 2014
LPL Financial June 2009 - August 2011
Merrill Lynch January 2007 - October 2008
Merrill Lynch Investment Managers January 2006 - January 2007
Merrill Lynch Investment Managers January 2003 - January 2006
Merrill Lynch Investment Managers January 2001 - January 2003
Merrill HSBC January 2000 - January 2001
Merrill Lynch January 1999 - January 2001
Merrill Lynch January 1998 - January 1999
Skills
Fixed Income, Portfolio Management, Equities, Asset Managment, Trading Systems, Performance Reporting, Mobile Technology, Front Office Development, Front to Back Office, Technical Compliance, Separately Managed..., Investments, Wealth Management, IT Strategy, Vendor Management, Risk Management, Capital Markets, Financial Services, Agile Methodologies, Financial Risk, Strategy, Securities, Trading, Program Management, Derivatives, Asset Management, Mutual Funds, SDLC, Integration, Management, Project Management, Technology Management, Business Analysis, Project Portfolio..., PMO, Finance, Asset Allocation, Leadership, Back Office, Series 63, Settlement, Hedge Funds, Alternative Investments, Middle Office, Options, Electronic Trading, Bonds, Relationship Management, Investment Advisory, Investment Banking
Education
University of Pennsylvania - The Wharton School 2006 — 2008
SII
Fordham University 1977 — 1980
BS, Management / Marketing
Boston College 1976 — 1977
Biology
Archbishop Stepinac
Michael Volo's Deutsche Asset Management Experience 2004 - 2005
Job Senior Partner at Cammack Retirement Group
Industry Financial Services
Experience
Cammack Retirement Group February 2011 - Present
Fidelity Investments February 2009 - January 2011
Fidelity Investments September 2007 - February 2009
Fidelity Investments September 2005 - September 2007
Deutsche Asset Management 2004 - 2005
Scudder Investments 1999 - 2005
Key Bank 1997 - 1998
Transamerica 1996 - 1997
Fidelity Investments 1990 - 1996
Skills
Investments, Mutual Funds, Retirement, Financial Services, Relationship Management, Sales, Marketing, Asset Allocation, Asset Managment, Retirement Planning
Education
Boston College 1987 — 1990
B.S., Finance
Saint Anselm College 1985 — 1986
Lynn Classical High School 1982 — 1985
Cammack Retirement Group February 2011 - Present
Fidelity Investments February 2009 - January 2011
Fidelity Investments September 2007 - February 2009
Fidelity Investments September 2005 - September 2007
Deutsche Asset Management 2004 - 2005
Scudder Investments 1999 - 2005
Key Bank 1997 - 1998
Transamerica 1996 - 1997
Fidelity Investments 1990 - 1996
Skills
Investments, Mutual Funds, Retirement, Financial Services, Relationship Management, Sales, Marketing, Asset Allocation, Asset Managment, Retirement Planning
Education
Boston College 1987 — 1990
B.S., Finance
Saint Anselm College 1985 — 1986
Lynn Classical High School 1982 — 1985
Rob Hutchins's Deutsche Asset Management Experience September 2003 - March 2005
Job Agent Recruitment/Activation at Connexion Point (Aetna)
Industry Financial Services
Experience
Connexion Point (cXp) August 2013 - Present
WealthVest Marketing October 2012 - March 2014
Investools/ TD Ameritrade August 2011 - September 2012
Onset Financial March 2011 - July 2011
Onset Financial August 2009 - July 2010
Keystone National Group May 2008 - July 2009
Sandera Resorts April 2005 - April 2007
Deutsche Asset Management September 2003 - March 2005
Putnam Investments 1998 - 2002
Skills
Account Management, Investments, Coaching, Mutual Funds, Financial Services, Banking, Sales, Training, Equities, Series 7, Financial Advisory, Private Equity, Series 63, Management, Alternative Investments, Marketing, Investment Advisory
Education
Brigham Young University 1983 — 1989
BS, Political Science
Connexion Point (cXp) August 2013 - Present
WealthVest Marketing October 2012 - March 2014
Investools/ TD Ameritrade August 2011 - September 2012
Onset Financial March 2011 - July 2011
Onset Financial August 2009 - July 2010
Keystone National Group May 2008 - July 2009
Sandera Resorts April 2005 - April 2007
Deutsche Asset Management September 2003 - March 2005
Putnam Investments 1998 - 2002
Skills
Account Management, Investments, Coaching, Mutual Funds, Financial Services, Banking, Sales, Training, Equities, Series 7, Financial Advisory, Private Equity, Series 63, Management, Alternative Investments, Marketing, Investment Advisory
Education
Brigham Young University 1983 — 1989
BS, Political Science
Jay,Wengang Ji,CFA's Deutsche Asset Management Experience February 2015 - July 2015
Job Vice President, Investment Manager at Rosewood Investment Corporation
Industry Investment Management
Experience
Rosewood Investment Corporation July 2015 - Present
Deutsche Asset Management February 2015 - July 2015
Deutsche Asset Management March 2014 - February 2015
Deutsche Asset Management February 2013 - March 2014
Deutsche Asset Management April 2010 - January 2013
Carnegie Mellon University August 2008 - December 2009
Deutsche Asset Management June 2009 - August 2009
Tinco Capital Pte. Ltd. April 2008 - July 2008
Monetary Authority of Singapore July 2005 - March 2008
Skills
Quantitative Finance, Derivatives, Capital Markets, Strategy, Portfolio Management, Management, Fixed Income, Statistics, Bloomberg, Equities, Venture Capital, Quantitative Analytics, Risk Management, Hedge Funds, Finance, Real Estate, Investment Banking, Financial Modeling, Alternative Investments, Financial Markets, Trading, Asset Management, Valuation, Options, Investments, VBA, Financial Analysis
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2009
Master, Computational Finance
National University of Singapore 2001 — 2005
Bachelor of Honors, Computer Science
Rosewood Investment Corporation July 2015 - Present
Deutsche Asset Management February 2015 - July 2015
Deutsche Asset Management March 2014 - February 2015
Deutsche Asset Management February 2013 - March 2014
Deutsche Asset Management April 2010 - January 2013
Carnegie Mellon University August 2008 - December 2009
Deutsche Asset Management June 2009 - August 2009
Tinco Capital Pte. Ltd. April 2008 - July 2008
Monetary Authority of Singapore July 2005 - March 2008
Skills
Quantitative Finance, Derivatives, Capital Markets, Strategy, Portfolio Management, Management, Fixed Income, Statistics, Bloomberg, Equities, Venture Capital, Quantitative Analytics, Risk Management, Hedge Funds, Finance, Real Estate, Investment Banking, Financial Modeling, Alternative Investments, Financial Markets, Trading, Asset Management, Valuation, Options, Investments, VBA, Financial Analysis
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2009
Master, Computational Finance
National University of Singapore 2001 — 2005
Bachelor of Honors, Computer Science
Kathy Hartmann's Deutsche Asset Management Experience June 2000 - August 2003
Job Associate at Sidley Austin
Industry Legal Services
Experience
Sidley Austin September 2006 - Present
Deutsche Asset Management June 2000 - August 2003
Education
Ave Maria School of Law 2003 — 2006
JD
Cornell University 1996 — 2000
BA, English Literature
Sidley Austin September 2006 - Present
Deutsche Asset Management June 2000 - August 2003
Education
Ave Maria School of Law 2003 — 2006
JD
Cornell University 1996 — 2000
BA, English Literature
Linda (Smith) Fultz's Deutsche Asset Management Experience June 2000 - June 2003
Job Investment Management Administration and Client Relationship Management Professional
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC August 2007 - January 2010
Fort Washington Investment Advisors August 2006 - August 2007
Grantham Mayo Van Otterloo 2003 - 2006
Deutsche Asset Management June 2000 - June 2003
MFS Investment Management June 1993 - June 2000
The Boston Company 1990 - 1993
Skills
Investments, Private Equity, Mutual Funds, Financial Analysis, Fund Administration, Asset Management, Securities, Due Diligence, Accounting, Equities, Financial Modeling, Valuation
Education
Bentley University 1986 — 1990
BS, Accountancy
Ultimus Fund Solutions, LLC August 2007 - January 2010
Fort Washington Investment Advisors August 2006 - August 2007
Grantham Mayo Van Otterloo 2003 - 2006
Deutsche Asset Management June 2000 - June 2003
MFS Investment Management June 1993 - June 2000
The Boston Company 1990 - 1993
Skills
Investments, Private Equity, Mutual Funds, Financial Analysis, Fund Administration, Asset Management, Securities, Due Diligence, Accounting, Equities, Financial Modeling, Valuation
Education
Bentley University 1986 — 1990
BS, Accountancy
E Ping Zheng's Deutsche Asset Management Experience 2007 - 2009
Job Financial Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2007 - August 2009
Deutsche Asset Management 2007 - 2009
Education
State University of New York at Binghamton 2003 — 2007
Dual BS, Financial Economics, Management in Finance
Deutsche Bank July 2007 - August 2009
Deutsche Asset Management 2007 - 2009
Education
State University of New York at Binghamton 2003 — 2007
Dual BS, Financial Economics, Management in Finance
Douglas Doucette's Deutsche Asset Management Experience 1999 - 2005
Job Head of Client Management, North America Institutional at Investec Asset Management
Industry Investment Management
Experience
Investec Asset Management September 2012 - Present
Weiss Multi-Strategy Advisers, LLC May 2008 - August 2012
Julius Baer Investment Management August 2005 - April 2008
Deutsche Bank June 1999 - August 2005
Deutsche Asset Management 1999 - 2005
Deutsche Asset Management 1979 - 2005
Bankers Trust August 1979 - June 1999
Skills
Securities, Wealth Management, FX Options, Middle Office, Investment Strategies, Financial Services, Risk Management, Private Equity, Electronic Trading, Private Banking, Banking, Trading Systems
Education
Amherst College 1975 — 1979
BA, Economics
Investec Asset Management September 2012 - Present
Weiss Multi-Strategy Advisers, LLC May 2008 - August 2012
Julius Baer Investment Management August 2005 - April 2008
Deutsche Bank June 1999 - August 2005
Deutsche Asset Management 1999 - 2005
Deutsche Asset Management 1979 - 2005
Bankers Trust August 1979 - June 1999
Skills
Securities, Wealth Management, FX Options, Middle Office, Investment Strategies, Financial Services, Risk Management, Private Equity, Electronic Trading, Private Banking, Banking, Trading Systems
Education
Amherst College 1975 — 1979
BA, Economics
Tina Tsang's Deutsche Asset Management Experience June 2003 - Present
Job Vice President at Deutsche Asset Management
Industry Financial Services
Experience
Deutsche Asset Management June 2003 - Present
State Street January 2002 - May 2003
State Street July 1998 - December 2001
Education
Bentley University 1994 — 1998
Accounting
Deutsche Asset Management June 2003 - Present
State Street January 2002 - May 2003
State Street July 1998 - December 2001
Education
Bentley University 1994 — 1998
Accounting
Johnny R. Lee's Deutsche Asset Management Experience 2003 - 2005
Job VP, Associate Broker at Corley Realty Group
Industry Real Estate
Experience
Corley Realty Group April 2008 - Present
Flateau Realty Corp 2005 - 2008
Principle Investor Realty 2003 - 2005
Deutsche Asset Management 2003 - 2005
Credit Suisse Asset Management 2001 - 2003
Bank of New York Mellon 1998 - 2001
Happy Kids ltd 1992 - 1996
Skills
Short Sales, Loss Mitigation, Real Estate, Real Estate Transactions, Commercial Real Estate, Brokerage, Property, First Time Home Buyers, Leases, Investors, Real Estate Development, Residential Homes, Rentals, Condos, Real Estate Economics, Property Management, Investments, Foreclosures, Selling, Investment Properties, Real Property, Real Estate Financing
Education
Baruch College, City University of New York (CUNY) 1993 — 1996
BBA, Finance & Investments
Borough of Manhattan Community College 1989 — 1993
A.A.S., Banking and Finance
Paul Robeson High School
Corley Realty Group April 2008 - Present
Flateau Realty Corp 2005 - 2008
Principle Investor Realty 2003 - 2005
Deutsche Asset Management 2003 - 2005
Credit Suisse Asset Management 2001 - 2003
Bank of New York Mellon 1998 - 2001
Happy Kids ltd 1992 - 1996
Skills
Short Sales, Loss Mitigation, Real Estate, Real Estate Transactions, Commercial Real Estate, Brokerage, Property, First Time Home Buyers, Leases, Investors, Real Estate Development, Residential Homes, Rentals, Condos, Real Estate Economics, Property Management, Investments, Foreclosures, Selling, Investment Properties, Real Property, Real Estate Financing
Education
Baruch College, City University of New York (CUNY) 1993 — 1996
BBA, Finance & Investments
Borough of Manhattan Community College 1989 — 1993
A.A.S., Banking and Finance
Paul Robeson High School
Shane McMahon's Deutsche Asset Management Experience 1999 - August 2001
Job Vice President, Head of U.S. Institutional Sales and Service at Mackenzie Investments
Industry Investment Management
Experience
Mackenzie Investments July 2015 - Present
Axiom International Investors June 2008 - March 2015
New York Life Investment Management May 2005 - June 2008
BNY Asset Management September 2001 - May 2005
Deutsche Asset Management 1999 - August 2001
Bankers Trust 1995 - 2001
deutsche asset management 1995 - 2001
Bankers Trust October 1995 - 1999
Mercer Investment Consulting September 1992 - October 1995
Mercer 1992 - 1995
Skills
Asset Management, Investment Strategies, Mutual Funds, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Series 7, Fixed Income, Portfolio Management, Investments, Investment Management, Securities, Series 63, Capital Markets
Education
Boston University 1988 — 1992
BA, Mathematics and Sociology
Mackenzie Investments July 2015 - Present
Axiom International Investors June 2008 - March 2015
New York Life Investment Management May 2005 - June 2008
BNY Asset Management September 2001 - May 2005
Deutsche Asset Management 1999 - August 2001
Bankers Trust 1995 - 2001
deutsche asset management 1995 - 2001
Bankers Trust October 1995 - 1999
Mercer Investment Consulting September 1992 - October 1995
Mercer 1992 - 1995
Skills
Asset Management, Investment Strategies, Mutual Funds, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Series 7, Fixed Income, Portfolio Management, Investments, Investment Management, Securities, Series 63, Capital Markets
Education
Boston University 1988 — 1992
BA, Mathematics and Sociology
Angelique Barrow's Deutsche Asset Management Experience Vice PresidentGoldman Sachs Asset ManagementJune 1990 - March 2008
Job Vice President at Deutsche Asset Management
Industry Financial Services
Experience
Deutsche Asset Management Vice PresidentGoldman Sachs Asset ManagementJune 1990 - March 2008
Education
Adelphi University 1980 — 1984
BS, Communication
Deutsche Asset Management Vice PresidentGoldman Sachs Asset ManagementJune 1990 - March 2008
Education
Adelphi University 1980 — 1984
BS, Communication
Beverly Kuhn Baynard's Deutsche Asset Management Experience 2006 - January 2012
Job VP, Global Vendor Governance Manager at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank April 2011 - Present
Deutsche Asset Management 2006 - January 2012
JP Morgan Chase 1988 - 2006
Chemical Bank 1988 - 2001
The Chase Manhattan Bank 1990 - 2000
Skills
Offshoring, Mergers, Enterprise Architecture, Cross-functional Team..., Outsourcing, Equities, Strategy, Business Development, Mergers & Acquisitions, Management, Operations Management, Project Management, Capital Markets, Leadership, Program Management, Business Analysis, Financial Services, Vendor Management, Team Building, Risk Management, Banking, Fixed Income
Education
Carnegie Mellon University - Tepper School of Business 1987 — 1989
MBA, Finance & Entrepreneurship
University of Rochester 1979 — 1983
BA, Economics & Int'l Relations
1980 — 1981
Franklin College, Lugano Switzerland 1980 — 1981
Int'l Business & Economics
Deutsche Bank April 2011 - Present
Deutsche Asset Management 2006 - January 2012
JP Morgan Chase 1988 - 2006
Chemical Bank 1988 - 2001
The Chase Manhattan Bank 1990 - 2000
Skills
Offshoring, Mergers, Enterprise Architecture, Cross-functional Team..., Outsourcing, Equities, Strategy, Business Development, Mergers & Acquisitions, Management, Operations Management, Project Management, Capital Markets, Leadership, Program Management, Business Analysis, Financial Services, Vendor Management, Team Building, Risk Management, Banking, Fixed Income
Education
Carnegie Mellon University - Tepper School of Business 1987 — 1989
MBA, Finance & Entrepreneurship
University of Rochester 1979 — 1983
BA, Economics & Int'l Relations
1980 — 1981
Franklin College, Lugano Switzerland 1980 — 1981
Int'l Business & Economics
Sonali Kapoor's Deutsche Asset Management Experience September 2013 - Present
Job AVP at Deutsche Asset Management
Industry Investment Banking
Experience
Deutsche Asset Management September 2013 - Present
BNP Paribas March 2011 - July 2012
Carnegie Mellon Tepper School of Business August 2009 - March 2011
UBS Investment Bank July 2007 - July 2009
Carnegie Mellon University January 2007 - May 2007
Deutsche Bank Securities May 2006 - August 2006
IBM May 2005 - July 2005
Education
Carnegie Mellon University 2003 — 2007
Bachelor of Science, Electrical and Computer Engineering
Deutsche Asset Management September 2013 - Present
BNP Paribas March 2011 - July 2012
Carnegie Mellon Tepper School of Business August 2009 - March 2011
UBS Investment Bank July 2007 - July 2009
Carnegie Mellon University January 2007 - May 2007
Deutsche Bank Securities May 2006 - August 2006
IBM May 2005 - July 2005
Education
Carnegie Mellon University 2003 — 2007
Bachelor of Science, Electrical and Computer Engineering
Kathleen Catts's Deutsche Asset Management Experience April 1997 - October 2005
Job VP Risk and Goverance Manager at Bank of America
Industry Investment Management
Experience
Bank of America January 2014 - Present
Bank of America October 2007 - Present
Deutsche Asset Management April 1997 - October 2005
Scudder Investments 1997 - 2005
Skills
FINRA, Mutual Funds, Due Diligence, Alternative Investments, Securities, Series 7, AML, Series 24, Series 63, Financial Services, Hedge Funds, Risk Management, Equities, Asset Management, Investments, Fixed Income, Policy, Securities Regulation, Portfolio Management, Marketing, Operational Risk..., Operational Risk, Investment Advisory, Capital Markets, Financial Regulation
Education
Boston University 1992 — 1996
MS- Administrative Studies, Multinational Commerce
Simmons College 1982 — 1986
Bachelor, Finance
Bank of America January 2014 - Present
Bank of America October 2007 - Present
Deutsche Asset Management April 1997 - October 2005
Scudder Investments 1997 - 2005
Skills
FINRA, Mutual Funds, Due Diligence, Alternative Investments, Securities, Series 7, AML, Series 24, Series 63, Financial Services, Hedge Funds, Risk Management, Equities, Asset Management, Investments, Fixed Income, Policy, Securities Regulation, Portfolio Management, Marketing, Operational Risk..., Operational Risk, Investment Advisory, Capital Markets, Financial Regulation
Education
Boston University 1992 — 1996
MS- Administrative Studies, Multinational Commerce
Simmons College 1982 — 1986
Bachelor, Finance
Janice Desmond, CPA's Deutsche Asset Management Experience 2001 - 2005
Job Financial Services Executive
Industry Financial Services
Experience
Mercer Investment Management May 2010 - Present
State Street 2007 - 2009
Investors Bank & Trust 2005 - 2007
Deutsche Asset Management 2001 - 2005
Wellington Management 1999 - 2001
Sunlife Financial 1998 - 1999
PricewaterhouseCoopers 1991 - 1998
Education
Bentley University
Accounting
Framingham State University
BA, Psychology
Mercer Investment Management May 2010 - Present
State Street 2007 - 2009
Investors Bank & Trust 2005 - 2007
Deutsche Asset Management 2001 - 2005
Wellington Management 1999 - 2001
Sunlife Financial 1998 - 1999
PricewaterhouseCoopers 1991 - 1998
Education
Bentley University
Accounting
Framingham State University
BA, Psychology
Nicholas Kolokithas's Deutsche Asset Management Experience 2005 - 2007
Job Assistant Vice President and Senior Counsel at John Hancock
Industry Investment Management
Experience
John Hancock May 2009 - Present
Bank of America March 2007 - March 2009
Deutsche Asset Management 2005 - 2007
Dechert LLP 2000 - 2005
Fidelity Investments 1999 - 2000
BASF 1997 - 1999
Skills
Securities, Compliance, Investments, Investment Advisory, Asset Management, Corporate Governance, Securities Law, Mutual Funds, Investment Advisers Act, Corporate Law, Investment Company Act, Investment Management, Financial Services, SEC filings, Securities Regulation, Alternative Investments
Education
Boston College Law School 1994 — 1997
JD, Law
Boston College 1990 — 1994
BA, summa cum laude, Political Science and Spanish
John Hancock May 2009 - Present
Bank of America March 2007 - March 2009
Deutsche Asset Management 2005 - 2007
Dechert LLP 2000 - 2005
Fidelity Investments 1999 - 2000
BASF 1997 - 1999
Skills
Securities, Compliance, Investments, Investment Advisory, Asset Management, Corporate Governance, Securities Law, Mutual Funds, Investment Advisers Act, Corporate Law, Investment Company Act, Investment Management, Financial Services, SEC filings, Securities Regulation, Alternative Investments
Education
Boston College Law School 1994 — 1997
JD, Law
Boston College 1990 — 1994
BA, summa cum laude, Political Science and Spanish
Janet Campagna's Deutsche Asset Management Experience January 2006 - July 2010
Job CEO at QS Investors, LLC
Industry Financial Services
Experience
QS Investors, A Legg Mason Affiliate August 2010 - Present
Deutsche Asset Management January 2006 - July 2010
Deutsche Bank 1999 - July 2010
BGI 1994 - 1999
First Quadrant 1990 - 1994
Skills
Alternative Investments, Hedge Funds, Asset Managment, Equities, Investments, Fixed Income, Emerging Markets, Portfolio Management, Trading, Asset Allocation, Derivatives, Bloomberg, Private Equity, Quantitative Analytics, Capital Markets, Mutual Funds, Commodity, Investment Management, Investment Strategies
Education
University of California, Irvine 1985 — 1989
PhD, Social Science
Caltech 1981 — 1984
MS, Social Science
Northeastern University 1976 — 1980
BS, Economics
QS Investors, A Legg Mason Affiliate August 2010 - Present
Deutsche Asset Management January 2006 - July 2010
Deutsche Bank 1999 - July 2010
BGI 1994 - 1999
First Quadrant 1990 - 1994
Skills
Alternative Investments, Hedge Funds, Asset Managment, Equities, Investments, Fixed Income, Emerging Markets, Portfolio Management, Trading, Asset Allocation, Derivatives, Bloomberg, Private Equity, Quantitative Analytics, Capital Markets, Mutual Funds, Commodity, Investment Management, Investment Strategies
Education
University of California, Irvine 1985 — 1989
PhD, Social Science
Caltech 1981 — 1984
MS, Social Science
Northeastern University 1976 — 1980
BS, Economics
Philip Schockling's Deutsche Asset Management Experience February 2000 - April 2002
Job Principal at Hampton Global Investments
Industry Investment Management
Experience
Hampton Global Investments August 2012 - Present
Credit Renaissance Partners June 2009 - August 2012
Millennium Partners April 2002 - March 2009
Deutsche Asset Management February 2000 - April 2002
Skills
ABS, Hedge Funds, Equities, Derivatives, Asset Managment, Trading, MBS, Asset Management, Securities, Investments, Equity Research, High Yield, Capital Markets, Credit, Structured Finance, Portfolio Management, Fixed Income
Education
University of Maryland College Park 1996 — 1998
MBA, Finance
Auburn University 1986 — 1991
BS, Electrical Engineering
Hampton Global Investments August 2012 - Present
Credit Renaissance Partners June 2009 - August 2012
Millennium Partners April 2002 - March 2009
Deutsche Asset Management February 2000 - April 2002
Skills
ABS, Hedge Funds, Equities, Derivatives, Asset Managment, Trading, MBS, Asset Management, Securities, Investments, Equity Research, High Yield, Capital Markets, Credit, Structured Finance, Portfolio Management, Fixed Income
Education
University of Maryland College Park 1996 — 1998
MBA, Finance
Auburn University 1986 — 1991
BS, Electrical Engineering
Ji Chung's Deutsche Asset Management Experience March 1998 - April 2009
Job Vice President Healthcare Strategy at DST Healthcare
Industry Health, Wellness and Fitness
Experience
DST Healthcare July 2015 - Present
Blue Cross Blue Shield of Kansas City December 2012 - December 2014
Independent Consultant May 2010 - October 2012
Deutsche Asset Management March 1998 - April 2009
Skills
Portfolio Management, Valuation, Equity Research, Investments, Investment Strategies, Capital Markets, Asset Managment, Financial Modeling, Mutual Funds, Alternative Investments, Hedge Funds, Asset Management, Equity Valuation, Business Analysis, Foreign Languages, Financial Analysis, Portuguese, Korean, Forecasting, Equity Capital Markets, Strategy, Consulting, Health Insurance, Healthcare, Competitive Analysis, Market Analysis, Investment Management, Equities, Analysis, Finance, Bloomberg, Asset Allocation, Due Diligence, Management, Business Strategy, Financial Markets, Financial Services, Emerging Markets, Venture Capital, Management Consulting, Strategic Planning, Research, Data Analysis, Securities, Business Intelligence, Microsoft Office, Economics, Nonprofits, Market Research
Education
Boston University Questrom School of Business
MS
The University of Chicago
BA
DST Healthcare July 2015 - Present
Blue Cross Blue Shield of Kansas City December 2012 - December 2014
Independent Consultant May 2010 - October 2012
Deutsche Asset Management March 1998 - April 2009
Skills
Portfolio Management, Valuation, Equity Research, Investments, Investment Strategies, Capital Markets, Asset Managment, Financial Modeling, Mutual Funds, Alternative Investments, Hedge Funds, Asset Management, Equity Valuation, Business Analysis, Foreign Languages, Financial Analysis, Portuguese, Korean, Forecasting, Equity Capital Markets, Strategy, Consulting, Health Insurance, Healthcare, Competitive Analysis, Market Analysis, Investment Management, Equities, Analysis, Finance, Bloomberg, Asset Allocation, Due Diligence, Management, Business Strategy, Financial Markets, Financial Services, Emerging Markets, Venture Capital, Management Consulting, Strategic Planning, Research, Data Analysis, Securities, Business Intelligence, Microsoft Office, Economics, Nonprofits, Market Research
Education
Boston University Questrom School of Business
MS
The University of Chicago
BA
Joseph Yuen's Deutsche Asset Management Experience February 2004 - June 2011
Job Vice President Head of Gifts/Entertainment & the Code of Ethics
Industry Financial Services
Experience
Deutsche Bank June 2011 - Present
Deutsche Asset Management February 2004 - June 2011
RBC Capital Markets 2001 - 2004
FINRA 1999 - 2001
Skills
FINRA, Securities, Series 7, Series 24, Securities Regulation, Equities, Fixed Income, Alternative Investments, Mutual Funds, Due Diligence, SEC, Investment Advisory, Derivatives, Capital Markets, Hedge Funds, KYC, Private Equity
Education
University of London 2009 — 2013
L.L.B., Law
Baruch College 1988 — 1992
B.B.A., Economics / Finance & Investments
Deutsche Bank June 2011 - Present
Deutsche Asset Management February 2004 - June 2011
RBC Capital Markets 2001 - 2004
FINRA 1999 - 2001
Skills
FINRA, Securities, Series 7, Series 24, Securities Regulation, Equities, Fixed Income, Alternative Investments, Mutual Funds, Due Diligence, SEC, Investment Advisory, Derivatives, Capital Markets, Hedge Funds, KYC, Private Equity
Education
University of London 2009 — 2013
L.L.B., Law
Baruch College 1988 — 1992
B.B.A., Economics / Finance & Investments
Michael A. Rolnick's Deutsche Asset Management Experience June 2003 - October 2006
Job Senior High Yield/Bank Loan Analyst at Legal & General
Industry Investment Management
Experience
Legal & General August 2012 - Present
S. Goldman Asset Management October 2009 - January 2012
Basso Capital March 2008 - August 2009
Dillion Read Asset Management (UBS) January 2007 - February 2008
Deutsche Asset Management June 2003 - October 2006
State Street Research & Management Co. October 1997 - May 2003
Skills
Consistent Contributor, Successful Negotiating, Articulate..., Restructuring, Portfolio Management, Risk Management, Fixed Income, Investments, High Yield, Credit, Finance, Asset Management, Analysis, Bloomberg, Bonds, Hedge Funds, Alternative Investments
Education
Benjamin N. Cardozo School of Law
Jurist Doctorate (J.D.)
Brandeis University
Bachelor of Arts (B.A.), History/Philosophy
Legal & General August 2012 - Present
S. Goldman Asset Management October 2009 - January 2012
Basso Capital March 2008 - August 2009
Dillion Read Asset Management (UBS) January 2007 - February 2008
Deutsche Asset Management June 2003 - October 2006
State Street Research & Management Co. October 1997 - May 2003
Skills
Consistent Contributor, Successful Negotiating, Articulate..., Restructuring, Portfolio Management, Risk Management, Fixed Income, Investments, High Yield, Credit, Finance, Asset Management, Analysis, Bloomberg, Bonds, Hedge Funds, Alternative Investments
Education
Benjamin N. Cardozo School of Law
Jurist Doctorate (J.D.)
Brandeis University
Bachelor of Arts (B.A.), History/Philosophy
Dionne Spencer's Deutsche Asset Management Experience August 1999 - October 2006
Job Head of Corporate Reporting and Analysis at Legg Mason
Industry Financial Services
Experience
Legg Mason May 2014 - Present
Legg Mason May 2011 - April 2014
Legg Mason October 2006 - May 2011
Deutsche Asset Management August 1999 - October 2006
Skills
Mutual Funds, FINRA, Equities, Fund Administration, Fund Accounting, Bloomberg, Securities, Fund Of Funds, Asset Managment, Bonds, Financial Analysis, SEC filings, Financial Reporting, 529 Plans, Finance
Education
University of Maryland University College 2010 — 2013
MBA
Bowie State University 1994 — 1998
BS, Accounting
Legg Mason May 2014 - Present
Legg Mason May 2011 - April 2014
Legg Mason October 2006 - May 2011
Deutsche Asset Management August 1999 - October 2006
Skills
Mutual Funds, FINRA, Equities, Fund Administration, Fund Accounting, Bloomberg, Securities, Fund Of Funds, Asset Managment, Bonds, Financial Analysis, SEC filings, Financial Reporting, 529 Plans, Finance
Education
University of Maryland University College 2010 — 2013
MBA
Bowie State University 1994 — 1998
BS, Accounting
Vivian Fan's Deutsche Asset Management Experience 2006 - 2009
Job Financial Analyst
Industry Accounting
Experience
Deutsche Bank April 2006 - August 2009
Deutsche Asset Management 2006 - 2009
Marsh November 2000 - April 2006
Education
BARUCH COLLEGE, CUNY 1997 — 1999
Bachelor of Business Administration, Accounting
Baruch College, City University of New York (CUNY) 1997 — 1999
BBA, Accounting
Deutsche Bank April 2006 - August 2009
Deutsche Asset Management 2006 - 2009
Marsh November 2000 - April 2006
Education
BARUCH COLLEGE, CUNY 1997 — 1999
Bachelor of Business Administration, Accounting
Baruch College, City University of New York (CUNY) 1997 — 1999
BBA, Accounting
Lee Gallo's Deutsche Asset Management Experience
Job
Industry
Experience
Deutsche Asset Management
Skills
Microsoft Excel
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA)
Deutsche Asset Management
Skills
Microsoft Excel
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA)
Ryan Mims's Deutsche Asset Management Experience 1999 - 2009
Job Emerging Markets Equity Analyst at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management January 2014 - Present
Newgate Capital Management LLC September 2009 - April 2013
Deutsche Asset Management 1999 - 2009
Skills
Emerging Markets, Equities, Bloomberg, Portfolio Management, Mutual Funds, Equity Research, Analysis, Valuation, Investments, Financial Modeling, Investment Strategies
Education
Brandeis International Business School 2003 — 2005
MS Finance
Lazard Asset Management January 2014 - Present
Newgate Capital Management LLC September 2009 - April 2013
Deutsche Asset Management 1999 - 2009
Skills
Emerging Markets, Equities, Bloomberg, Portfolio Management, Mutual Funds, Equity Research, Analysis, Valuation, Investments, Financial Modeling, Investment Strategies
Education
Brandeis International Business School 2003 — 2005
MS Finance
Kelly Babson's Deutsche Asset Management Experience 2002 - 2003
Job Corporate Attorney Focused on Securities and Public Company Transactions
Industry Law Practice
Experience
Nixon Peabody LLP September 2006 - Present
Deutsche Asset Management 2002 - 2003
Zurich Scudder Investments (formerly Scudder, Stevens & Clark) 1995 - 2002
Drexel Burnham Lambert 1982 - 1987
Education
Boston College Law School 2003 — 2006
JD, Law
New York University, Stern School of Business 1981 — 1985
MBA, Finance
Georgetown University 1978 — 1981
BA, Political Science
Nixon Peabody LLP September 2006 - Present
Deutsche Asset Management 2002 - 2003
Zurich Scudder Investments (formerly Scudder, Stevens & Clark) 1995 - 2002
Drexel Burnham Lambert 1982 - 1987
Education
Boston College Law School 2003 — 2006
JD, Law
New York University, Stern School of Business 1981 — 1985
MBA, Finance
Georgetown University 1978 — 1981
BA, Political Science
Adam Kennedy, CFA's Deutsche Asset Management Experience July 2015 - Present
Job Assistant Vice President at Deutsche Asset Management
Industry Financial Services
Experience
Deutsche Asset Management July 2015 - Present
State Street June 2008 - June 2015
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Master of Science, Finance
Bentley University 2003 — 2007
Bachelor of Science, Finance; Spanish
Suffolk University, Madrid Campus 2005 — 2005
Study Abroad
Deutsche Asset Management July 2015 - Present
State Street June 2008 - June 2015
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Master of Science, Finance
Bentley University 2003 — 2007
Bachelor of Science, Finance; Spanish
Suffolk University, Madrid Campus 2005 — 2005
Study Abroad
Susan Pavone, CPCU's Deutsche Asset Management Experience 2001 - 2002
Job Director of Underwriting at Explorer Insurance
Industry Insurance
Experience
Explorer Insurance September 2014 - Present
Alliance United Insurance Company July 2013 - September 2014
Farmers Insurance Group of Companies 2009 - 2013
Farmers Insurance Group of Companies 2007 - 2009
Farmers Insurance Group of Companies 2003 - 2007
Deutsche Asset Management 2001 - 2002
Zurich Scudder Investments 1998 - 2001
Farmers Insurance Group of Companies 1994 - 1998
Farmers Insurance Group of Companies 1985 - 1994
Skills
Insurance, Underwriting, Property & Casualty..., Vendor Management, Commercial Insurance, Claim, Life Insurance, Project Management, General Insurance, Casualty, Data Analysis, Communication, Workers Compensation, Liability, Process Improvement, Health Insurance, Financial Services, CRM, Brokers, Risk Management, Subrogation, Term Life Insurance, Employee Benefits, Claims Management, Commercial Lines, Fixed Annuities, Casualty Insurance
Education
California State University-Northridge
Master of Business Administration (MBA)
California State University-Northridge
Bachelor of Arts (B.A.), Child Development
Explorer Insurance September 2014 - Present
Alliance United Insurance Company July 2013 - September 2014
Farmers Insurance Group of Companies 2009 - 2013
Farmers Insurance Group of Companies 2007 - 2009
Farmers Insurance Group of Companies 2003 - 2007
Deutsche Asset Management 2001 - 2002
Zurich Scudder Investments 1998 - 2001
Farmers Insurance Group of Companies 1994 - 1998
Farmers Insurance Group of Companies 1985 - 1994
Skills
Insurance, Underwriting, Property & Casualty..., Vendor Management, Commercial Insurance, Claim, Life Insurance, Project Management, General Insurance, Casualty, Data Analysis, Communication, Workers Compensation, Liability, Process Improvement, Health Insurance, Financial Services, CRM, Brokers, Risk Management, Subrogation, Term Life Insurance, Employee Benefits, Claims Management, Commercial Lines, Fixed Annuities, Casualty Insurance
Education
California State University-Northridge
Master of Business Administration (MBA)
California State University-Northridge
Bachelor of Arts (B.A.), Child Development
Chiao Chen's Deutsche Asset Management Experience July 2006 - September 2006
Job Manager Data Analysis and Review Team at Lord Abbett & Co. LLC
Industry Financial Services
Experience
Lord Abbett & Co. LLC February 2012 - Present
Bennett Lawrence Mgmt September 2006 - January 2011
Deutsche Asset Management July 2006 - September 2006
AllianceBernstein March 2004 - June 2006
Alliance Capital Management June 2001 - March 2004
Skills
Equities, Portfolio Management, Hedge Funds, Fixed Income, Asset Management, Bloomberg, Data Analysis, Mutual Funds, Investments, Derivatives, Securities, Alternative Investments, Financial Services, Capital Markets, Investment Management, Financial Analysis, Risk Management, Business Analysis, Trading Systems
Education
State University of New York at Binghamton 1997 — 2001
Bachelor of Science, Economics
Lord Abbett & Co. LLC February 2012 - Present
Bennett Lawrence Mgmt September 2006 - January 2011
Deutsche Asset Management July 2006 - September 2006
AllianceBernstein March 2004 - June 2006
Alliance Capital Management June 2001 - March 2004
Skills
Equities, Portfolio Management, Hedge Funds, Fixed Income, Asset Management, Bloomberg, Data Analysis, Mutual Funds, Investments, Derivatives, Securities, Alternative Investments, Financial Services, Capital Markets, Investment Management, Financial Analysis, Risk Management, Business Analysis, Trading Systems
Education
State University of New York at Binghamton 1997 — 2001
Bachelor of Science, Economics
Chester Hall's Deutsche Asset Management Experience September 2008 - June 2010
Job Senior Associate at M/C Partners
Industry Venture Capital & Private Equity
Experience
M/C Partners January 2015 - Present
Greenhill & Co. September 2013 - December 2014
Greenhill & Co. May 2012 - August 2012
Global Thematic Partners June 2010 - June 2011
Deutsche Asset Management September 2008 - June 2010
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
Brown University 2004 — 2008
BA
Groton School
M/C Partners January 2015 - Present
Greenhill & Co. September 2013 - December 2014
Greenhill & Co. May 2012 - August 2012
Global Thematic Partners June 2010 - June 2011
Deutsche Asset Management September 2008 - June 2010
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
Brown University 2004 — 2008
BA
Groton School
Mark Rigazio's Deutsche Asset Management Experience February 2006 - Present
Job High Yield Research Analyst at Deutsche Asset Management
Industry
Experience
Deutsche Asset Management February 2006 - Present
Bank of America / Columbia Management June 2001 - February 2006
Art Technology Group 2000 - 2001
PricewaterhouseCoopers 1999 - 1999
Tonneson & Company CPA's 1994 - 1998
Skills
Mergers, Capital Markets, Leveraged Finance, Bloomberg, Loans, Fixed Income, High Yield, Hedge Funds, Mergers & Acquisitions
Education
Bentley University 1997 — 1998
MBA, Finance
Bentley University 1989 — 1993
BA, Accountancy
Deutsche Asset Management February 2006 - Present
Bank of America / Columbia Management June 2001 - February 2006
Art Technology Group 2000 - 2001
PricewaterhouseCoopers 1999 - 1999
Tonneson & Company CPA's 1994 - 1998
Skills
Mergers, Capital Markets, Leveraged Finance, Bloomberg, Loans, Fixed Income, High Yield, Hedge Funds, Mergers & Acquisitions
Education
Bentley University 1997 — 1998
MBA, Finance
Bentley University 1989 — 1993
BA, Accountancy
Joseph Hudrick's Deutsche Asset Management Experience November 2004 - August 2006
Job Trade Operations Associate at BlackRock
Industry Investment Banking
Experience
BlackRock August 2006 - Present
Deutsche Asset Management November 2004 - August 2006
Deutsche Asset Management December 2003 - November 2004
Skills
Operational Risk..., Claims Management, Microsoft Office, Aladdin, Bloomberg, Omgeo, Process Improvement, Trade settlements, Fixed Income, Equity, Trade reconciliations, Trade communication, Trade validation, Monthly Reporting
Education
Bloomsburg University of Pennsylvania 1999 — 2003
BSBA, Finance
BlackRock August 2006 - Present
Deutsche Asset Management November 2004 - August 2006
Deutsche Asset Management December 2003 - November 2004
Skills
Operational Risk..., Claims Management, Microsoft Office, Aladdin, Bloomberg, Omgeo, Process Improvement, Trade settlements, Fixed Income, Equity, Trade reconciliations, Trade communication, Trade validation, Monthly Reporting
Education
Bloomsburg University of Pennsylvania 1999 — 2003
BSBA, Finance
Dery H. Fitzpatrick's Deutsche Asset Management Experience 2001 - 2004
Job Managing Attorney at American Tower
Industry Telecommunications
Experience
American Tower February 2012 - Present
Global Tower Partners (acquired by American Tower) February 2012 - January 2014
Pietrantoni Mendez & Alvarez LLP 2008 - January 2012
US Securities and Exchange Commission 2007 - 2007
Goldman Sachs 2005 - 2005
Deutsche Asset Management 2001 - 2004
Wellington Management 2000 - 2001
Skills
Flexible, hard-working,..., Corporate Law, Real Estate, Mergers & Acquisitions, Contract Negotiation, Due Diligence, Document Review, Leases, Corporate Governance, Negotiation, Legal Writing, Contract Management, Legal Research, Zoning, Commercial Real Estate, Corporate Finance, Lease Negotiations, Telecommunications, Westlaw, Legal Advice, Mediation
Education
Bentley University
Bachelor's degree, Economics / Finance
The University of Connecticut School of Law
Doctor of Law (JD)
American Tower February 2012 - Present
Global Tower Partners (acquired by American Tower) February 2012 - January 2014
Pietrantoni Mendez & Alvarez LLP 2008 - January 2012
US Securities and Exchange Commission 2007 - 2007
Goldman Sachs 2005 - 2005
Deutsche Asset Management 2001 - 2004
Wellington Management 2000 - 2001
Skills
Flexible, hard-working,..., Corporate Law, Real Estate, Mergers & Acquisitions, Contract Negotiation, Due Diligence, Document Review, Leases, Corporate Governance, Negotiation, Legal Writing, Contract Management, Legal Research, Zoning, Commercial Real Estate, Corporate Finance, Lease Negotiations, Telecommunications, Westlaw, Legal Advice, Mediation
Education
Bentley University
Bachelor's degree, Economics / Finance
The University of Connecticut School of Law
Doctor of Law (JD)
Sonya Glenn's Deutsche Asset Management Experience September 2000 - November 2005
Job Lead Retirement Plan Coordinator at T. Rowe Price
Industry Investment Management
Experience
CAPTRUST 2014 - Present
T. Rowe Price November 2005 - April 2014
Deutsche Asset Management September 2000 - November 2005
FedEx August 1997 - September 2000
Skills
Mutual Funds, 401k, Series 63, Series 6, Retirement
Education
University of Maryland University College 2010 — 2014
Bachelor of Science, Social Science
Anne Arundel Community College 2003 — 2010
Associate of Arts, General Studies
CAPTRUST 2014 - Present
T. Rowe Price November 2005 - April 2014
Deutsche Asset Management September 2000 - November 2005
FedEx August 1997 - September 2000
Skills
Mutual Funds, 401k, Series 63, Series 6, Retirement
Education
University of Maryland University College 2010 — 2014
Bachelor of Science, Social Science
Anne Arundel Community College 2003 — 2010
Associate of Arts, General Studies
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Lazard Asset Management
Natixis Global Asset Management
Harvard Management Company