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
Deutsche Asset Management November 2013 - Present
Deutsche Asset Management August 2010 - November 2013
Skills
Series 7, Series 63, Mutual Funds, Investments, Portfolio Management, Asset Allocation, Asset Managment, Financial Analysis, Credit, Alternative Investments, Credit Analysis, Bloomberg, Finance, Banking, Equities, Financial Modeling, Wealth Management, Relationship Management, Fixed Income, Capital Markets, Financial Services, Financial Markets, Investment Management, Bonds, Equity Research, Investment Strategies, Options
Education
DePaul University 2009 — 2011
MBA, Finance
University of Dayton 1999 — 2003
Bachelor of Science, Business Administration, Marketing
BNY Mellon June 2007 - Present
Robeco November 2005 - May 2007
Deutsche Asset Management January 2005 - October 2005
Deutsche Asset Management January 2003 - December 2004
Deutsche Asset Management January 2001 - December 2002
Skills
ETFs, Client Service, Settlements, Financial Services, Trading, Settlement, Structured Products, Equities, Asset Management, Fixed Income, Securities, Global Custody, Hedge Funds, Bloomberg, Middle Office, Alternative Investments, Mutual Funds, Series 7, Corporate Actions, Derivatives, Options, Client Services
Education
Fordham University - Graduate School of Business Administration
MBA
State University of New York College at Cortland 1997 — 2000
BA, Business Economics
BNP Paribas Asset Management 2007 - Present
Stern School of Business, New York University 2010 - 2012
Deutsche Asset Management 2004 - 2006
AIG SunAmerica Asset Management 1999 - 2004
Citibank Global Asset Management 1993 - 1999
UBS 1992 - 1993
Skills
Asset Management, Portfolio Management, Equity Research, Competitive Analysis, Financial Analysis, Investments, Financial Modeling, Valuation, Equities, Hedge Funds, Capital Markets, Investment Banking, Fixed Income, Corporate Finance, Private Equity, Emerging Markets, Alternative Investments, Derivatives, Risk Management, Securities, Financial Markets, Bloomberg, Mutual Funds, Mergers & Acquisitions, Due Diligence, Analysis, Equity Valuation
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, Accounting
Columbia University in the City of New York 1988 — 1992
BA, Economics
University of Cambridge 1990 — 1991
Economics
Stuyvesant High School 1985 — 1988
Paladin Solutions Group October 2014 - Present
Menchie's Frozen Yogurt July 2014 - Present
Fidelity Investments March 2011 - December 2013
Fidelity Investments August 2007 - March 2011
Freddie Mac March 2006 - July 2007
Calamos Investments 2005 - 2006
JPMorgan Chase 2002 - 2005
Deutsche Asset Management 2000 - 2002
PwC 1996 - 2000
BNY Mellon 1993 - 1996
Skills
CPA, Commonwealth of...
Education
Drexel University
BS, Accounting
HSBC Securities May 2013 - Present
Gain Capital October 2008 - Present
BlackRock October 2006 - October 2008
Merrill Lynch Technology September 1999 - September 2006
Deutsche Asset Management April 1992 - September 1999
Digitial Equipment Corp. April 1989 - April 1992
Security Pacific Software Systems 1987 - 1992
Skills
Trading, Asset Management, Business Analysis, Equities, Process Improvement, Outsourcing, FX, Asset Managment, Fixed Income, Trading Systems, Electronic Trading, Vendor Management, Investments, Financial Services, Prime Brokerage, Financial Markets, Sybase, Management, Commodity, Equity Trading, FX trading, Project Portfolio..., Market Data, Risk Management, SDLC, Global Delivery, Strategy, Business Partner..., Program Management, Disaster Recovery, Derivatives, Strategic Planning, Portfolio Management, Back Office, Banking, Foreign Exchange, FX Options, FX Trading
Education
Dublin City University 1982 — 1986
Bachelor of Science (B.Sc.), Computer Applications
Stanford Management Company March 2008 - November 2014
Stanford Management Company March 2008 - December 2011
Deutsche Asset Management 2007 - 2008
Program on Energy & Sustainable Development 2002 - 2006
Morgan Stanley 1998 - 1999
Skills
Investments, Portfolio Management, Private Equity, Hedge Funds, Valuation, Alternative Investments, Equities, Financial Modeling, Investment Banking, Venture Capital, Asset Managment, Due Diligence, Emerging Markets, Equity Research, Fixed Income, Capital Markets, Corporate Finance, Mergers, Financial Analysis, Fund Of Funds, Mergers & Acquisitions, Asset Allocation, Bloomberg, Asset Management, Finance, Management, Investment Management, Risk Management, Strategy, Investment Strategies
Education
Stanford University 1999 — 2006
Doctor of Philosophy (Ph.D.), E-IPER (focus on Energy Economics)
Colgate University 1994 — 1998
A.B., Geology, Economics Minor
Universal Wilde December 2014 - Present
Deutsche Asset Management June 2006 - December 2014
Skills
Print Management, Direct Mail, Project Management, Time Management, Timeline Development, Print Production Process, Traffic Management, Tracking Budget Expenses, Organization, Interpersonal..., Customer Service, Financial Services
Education
Curry College 2002 — 2006
Bachelor of Arts (BA), Graphic Design
Artio Global Management 2006 - 2013
Deutsche Asset Management 2003 - 2006
Deutsche Bank 1994 - 2003
Skills
Investment Operations, Service Provider..., Building Relationships, Product Development, Product Management, Client Onboarding &..., Financial Markets, Institutional & Retail..., Onshore & Offshore..., Registered &..., Investments, Securities, Asset Management, Financial Services, Mutual Funds, Finance, Valuation, Strategy, Hedge Funds, Alternative Investments, Investment Management, Bloomberg, Equities
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.)
Queens College
Bachelor of Arts (B.A.)
Business Consultant 2008 - Present
Aurora Bank FSB 2010 - 2012
Deutsche Asset Management 2001 - 2007
TruMarkets Internet Bond Trading Marketplace 2001 - 2001
Macy's 1997 - 2000
Melville Corporation 1991 - 1996
Deloitte Consulting 1989 - 1991
Skills
Financial Modeling, Financial Analysis, Forecasting, Business Process, Finance, Strategic Financial..., Financial Forecasting, Management, Start-ups, Executive Management, Corporate Budgeting, Financial Reporting, Variance Analysis, Corporate FP&A, Change Management, Sensitivity Analysis, Strategic Business..., Budgets, Excel models, Financial Process..., Financial Planning, Analysis, PMO Services, Strategy, Financial Planning &..., Transformational..., Programme Office, Root Cause Analysis, Process Improvement, Project Management
Education
Columbia University - Columbia Business School
MBA
University of Maryland College Park
B.S.
JSL Communications January 2009 - Present
Deutsche Asset Management July 2007 - January 2009
Freelance writer/editor September 2006 - June 2007
SourceMedia August 2005 - September 2006
Financial News March 2000 - January 2004
Hemscott 1997 - 1998
Waters Information Services (now Incisive Media) 1990 - 1996
Institutional Investor October 1986 - July 1990
Skills
Writing, Financial writing, Editing, Copywriting, Ghostwriting, Interviewing, Research, Webinars, Roundtables, Web Content, Panel discussions, Marketing Communications, Investment Management, Invesment Banking, Financial Services, Distressed Debt, Magazines, Round Tables, Panel Discussions, Interviews, Finance, Hedge Funds, Media Relations, Business Journalism, Copy Editing, Corporate Communications, Journalism, Newspapers, Newsletters, Proofreading, Content Development, Content Strategy, Speech Writing, Advertising, Editorial, Publishing, White Papers, Press Releases, Books, Feature Articles, Publications, Storytelling
Education
Cornell University
BA, History/Russian Studies
Teaneck High School
High school diploma
HSBC October 2010 - Present
Standard Chartered Bank July 2009 - September 2010
Goldman Sachs July 2007 - July 2009
Deutsche Asset Management June 2006 - August 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Investment Banking, Leveraged Finance, Debt Structuring, Equity Capital Markets, Credit Analysis, Capital Markets, Ratings, Investments, Private Equity, Corporate Finance, Due Diligence, Mergers & Acquisitions, Equities, Debt Restructuring
Education
Columbia University in the City of New York 2003 — 2007
BS, Electrical Engineering
Deutsche Asset & Wealth Management October 2014 - Present
Deutsche Bank October 2012 - September 2014
Deutsche Asset Management October 2006 - November 2012
Houlihan Lokey July 1999 - January 2006
Skills
Fixed Income, Equities, Corporate Finance, Series 7, Financial Markets, Financial Services, Risk Management, Venture Capital, Options, Banking, Microsoft Excel, Mergers & Acquisitions, Structured Finance, Restructuring, Mutual Funds, Lotus Notes, Management, Series 63, Investor Relations
Education
City University of New York-College of Staten Island 1999 — 2001
Katherine Gibbs School 1998 — 2000
Associate's degree, Business Administration, Management and Operations
MatlinPatterson May 2014 - August 2014
Armistice Capital February 2014 - May 2014
QS Investors, LLC August 2010 - May 2013
Deutsche Asset Management September 2008 - July 2010
Deutsche Bank June 2007 - August 2007
New York Life Insurance Company June 2006 - August 2006
Skills
Hedge Funds, Mergers & Acquisitions, Alternative Investments, Equities, Fixed Income, Portfolio Management, Emerging Markets, Capital Markets, Asset Management, Valuation, Investment Banking, Bloomberg, Financial Modeling, Financial Analysis
Education
Columbia University - Columbia Business School 2013 — 2015
MBA, Value Investing Program
Dickinson College 2004 — 2008
Bachelor of Arts, Economics; International Business & Management
Western Reserve Academy 2000 — 2004
TD Securities 2009 - 2012
Fortis Bank 2004 - 2009
Deutsche Asset Management 1998 - 2004
Nomura Securities 1996 - 1997
Citibank 1994 - 1996
Skills
Portfolio Management, Relationship Management, Due Diligence, Communication, Oral & Written..., Interpersonal Skill, Financial Markets, Hedge Funds, Capital Markets, Alternative Investments, Fixed Income, Financial Institutions, Team Leadership, Team Building, Financial Analysis, Derivatives, Money Market, Proposal Writing, Swaps, Equity Derivatives, Credit Derivatives, Securities Lending, International Financial..., Highly motivated..., Thrives on challenges, Thrive in A Fast-paced..., Highly detail oriented
Education
Cornell University
BS, Major: BS Applied Economics, Minor: International Studies
Cornell University
Bachelor of Applied Science (BASc), Agricultural Economics/ Global Business
Deutsche Asset Management September 2009 - Present
Arbat Capital Management January 2009 - March 2009
Zebra Capital Management June 2003 - July 2007
Marketing Management Analytics May 2001 - January 2002
Skills
Equities, Asset Managment, Portfolio Management, Financial Modeling, Trading, Bloomberg, VBA, Trading Systems, Hedge Funds, Financial Analysis, Due Diligence, Risk Management, Securities, Investments, Valuation, Finance, Investment Strategies, Asset Management
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA, Finance, Asset Management
HEC School of Management 2009 — 2009
MBA (Graduate Exchange Program), Finance
University of Connecticut 1998 — 2003
Bachelor of Science, Computer Science, Mathematics
Deutsche Bank August 2012 - Present
Deutsche Asset Management May 2009 - July 2012
Columbia Business School June 2007 - May 2009
Lehman Brothers - Investment Management June 2008 - August 2008
The Gate Worldwide November 2005 - June 2007
JWT/NY 2002 - 2005
Lifetime Television May 2000 - November 2002
Skills
Asset Managment, Investor Relations, Business Development, Sales, Investments, Fixed Income, Financial Services, Asset Management, Global Cash Management, Correspondent Banking, Transactional Banking, Relationship Management, Finance
Education
Columbia Business School 2007 — 2009
MBA, Finance
University of Michigan 1995 — 2000
BA & BFA, Psychology and Musical Theatre
Deutsche Bank September 2015 - Present
Deutsche Bank June 2013 - Present
Deutsche Asset Management October 2011 - June 2013
Merrill Lynch January 2007 - October 2011
Merrill Lynch October 2008 - June 2010
Merrill Lynch February 2008 - October 2008
Skills
Series 7, Process Improvement, Equities, Securities, Financial Analysis, Risk Management, Bloomberg, Derivatives, Mutual Funds, Wealth Management, Analysis, Investments, Investment Management, Trading, Training, Finance, Banking, Financial Modeling, Fixed Income, Strategic Financial..., Asset Management, Economics, FINRA, Trading Systems, Management, Due Diligence, Financial Markets, Series 24, Investment Strategies, Asset Allocation, ETFs, Relationship Management, Retirement, 401k, Series 63, Uniform Combined State..., Financial Services, Investment Advisory, Loans, Credit, Financial Advisory, Portfolio Management, Hedge Funds, Retirement Planning, Mergers & Acquisitions, Alternative Investments, Back Office, Capital Markets, Insurance, Project Management
Education
Jacksonville University 2008 — 2012
Master of Business Administration (M.B.A.)
Florida State University 2001 — 2006
Bachelor of Science, Economics
New England Financial (affiliated with MetLife) February 2012 - August 2013
NASDAQ OMX Group, Inc. January 2004 - January 2011
Deutsche Asset Management 2000 - 2003
Scudder Investments 1995 - 2000
Kemper Financial Services 1992 - 1995
Skills
Small Business, Alternative Investments, Relationship Management, Management, Financial Markets, Selling, Team Leadership, Solution Selling, Series 7, Executive Management, Series 63, Business Strategy, Product Management, Strategic Planning, Equities, B2B, Asset Allocation, Asset Management, New Business Development, Securities, Investor Relations, Finance, Account Management, Retirement Planning, Mutual Funds, Investments, Financial Services, Consultative Selling, Key Account Management, Marketing Management, Client Service
Education
Northwestern University
Master of Science, Communications
DePaul University
MBA, Marketing
University of Illinois at Urbana-Champaign
BFA, Graphics Arts
Thomson Reuters July 2012 - Present
Thomson Reuters January 2012 - July 2012
Thomson Reuters June 2011 - January 2012
ING Investment Management 2009 - 2011
Deutsche Bank Mauritius April 2009 - September 2009
Deutsche Asset Management March 2007 - March 2009
Morgan Stanley January 2004 - February 2007
Morgan Stanley Investment Management March 1999 - December 2003
Morgan Stanley Investment Management June 1997 - February 1999
Goldman Sachs 1994 - 1997
Skills
Asset Management, Investments, Banking, Hedge Funds, Alternative Investments, Mutual Funds, Securities, Private Equity, Asset Managment, Equities, Investment Strategies, Capital Markets, Financial Markets, Risk Management, Asset Allocation, Portfolio Management, Financial Services, Investment Management, Wealth Management, Business Development, Derivatives, Funding, Private Banking, Fixed Income, Electronic Trading
Education
University of Pennsylvania - The Wharton School 1975 — 1977
Master of Business Administration (MBA)
Cornell University 1969 — 1973
MS Engr, Operations Research
SELECT Hinges 2004 - December 2012
Raymond Financial Group, LLC 2004 - 2004
Financial Network Investment Corporation 2003 - 2004
Deutsche Asset Management 2000 - 2003
Adacel 1999 - 2000
V&R Cartage, Inc 1996 - 1999
Executive Security Door Co 1992 - 1996
Ruff, Weidenaar, & Reidy Ltd 1989 - 1992
Skills
Marketing, Customer Satisfaction, Sales Management, Account Management, New Business Development, Strategic Planning, Coaching, Doors, Business Planning, Strategic Financial..., Negotiation, Leadership, Asset Managment, Relationship Management, Project Management, Insurance, Contract Negotiation, Team Leadership, Direct Sales, Deal Closure, Budgets, Contract Management, B2B, Customer Service, Sales Operations, Cold Calling, Process Improvement, Business Development, Team Building, Product Development, Investments, Business Strategy, Forecasting, Sales, Sales Presentations, Key Account Management, Management, Project Planning, Marketing Strategy, Sales Process, Product Marketing, Sales Growth, Purchasing, Key Account Development, Millwork, Competitive Analysis, Territory Development, Product Specification, Customer Retention, International Sales
Education
International Fire Door Inspector Association 2013 — 2013
Swinging Type Fired Door Inspector Course
DePaul University 1989 — 1992
St. Ambrose University 1987 — 1989
Franklin Templeton Investments January 2015 - Present
BlackRock October 2005 - November 2014
Deutsche Asset Management June 1996 - October 2005
Skills
Alternative Investments, Institutional..., Pension Funds, Hedge Funds, Asset Managment, Fund Of Funds, Investment Management, Portfolio Optimization, High Yield, ETFs, Portfolio Management, Asset Allocation, Relationship Management, Investments, Fixed Income, Financial Services, Equities, Client Services, Business Development, Asset Management, Capital Markets, Investment Strategies, Private Equity, Financial Markets, Securities
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA
Lehigh University 1992 — 1996
BS, Finance
South Side High School
Merrill Lynch Wealth Management 2009 - Present
Deutsche Asset Management 1997 - 2009
Federal Reserve Bank of New York 1993 - 1996
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Investment Strategies, Series 7, Quantitative Analysis, Portfolio Management, Asset Management, Wealth Management, Investments, Due Diligence, Fund Of Funds, Series 66, Liquid Alternatives, Fixed Income, Quantitative Analytics, Investment Management, Asset Managment, Equities, Bloomberg
Education
Cornell University
BA (Phi Beta Kappa), Economics
Cornell University - Johnson Graduate School of Management
MBA, Finance
Federal Home Loan Bank of Boston July 2013 - Present
Boston Capital Corporation March 2012 - April 2013
Cummings Properties, LLC July 2004 - December 2011
Deutsche Asset Management January 2002 - August 2002
Deutsche Asset Management January 2000 - January 2002
Scudder, Stevens & Clark, Inc. January 1997 - January 2000
Skills
CFA I (complete), Series 6 (Expired), Series 7 (Expired), Sereis 63 (Expired), Portfolio Management, Investments, Management, CRM, Analysis, Negotiation, Forecasting, Credit, Accounting, Financial Reporting, New Business Development, Loans, Equities, Fixed Income, Tenant, Asset Management, CFA Level II (candidate)
Education
Suffolk University 1995 — 2000
MBA, Business
Northeastern University 1989 — 1994
BS, Finance
Beverly high School
Beverly high School
Wellington Management July 2015 - Present
Deutsche Asset Management July 2013 - June 2015
Deutsche Asset Management July 2011 - July 2013
Deutsche Asset Management June 2010 - August 2010
Storage Made Simple LLC 2007 - 2010
Skills
Bloomberg, Asset Managment, Asset Management, Investments, Derivatives, Portfolio Management, Trading, Financial Modeling
Education
Colby College 2007 — 2011
B.A., Economics, Government
Noble & Greenough School 2003 — 2007
High School Diploma
Deutsche Asset Management August 2007 - Present
BlackRock 1999 - 2007
Morgan Stanley 1994 - 1998
Salomon Brothers July 1986 - March 1994
Skills
Asset Management, Trading, Fixed Income, Alternative Investments, Equities, Bloomberg, Investment Management, Hedge Funds, Investment Banking, Derivatives, Asset Managment, Financial Modeling, Investments, Private Equity, Portfolio Management, Valuation, Capital Markets, Asset Allocation
Education
Cornell University - Johnson Graduate School of Management 1985 — 1986
MBA, Finance
Cornell University 1984 — 1985
M Eng-EE
Cornell University 1980 — 1984
BS-EE, Bio-Medical Engineering
SunGard Financial Systems May 2014 - March 2015
Deutsche Asset Management August 2007 - February 2013
Garden City Group 2006 - 2007
Bear Stearns Asset Management 2005 - 2006
Deutsche Bank 2001 - 2005
Bank of New York 1997 - 2000
Skills
Middle Office, Capital Markets, Corporate Actions, Asset Managment, Back Office, Derivatives, Financial Analysis, Swaps, Fixed Income, Equities, Fund Of Funds, Bloomberg, Managerial Finance, Asset Management, Client Service Oriented, Investments, Hedge Funds, Mutual Funds, Investment Management, Securities, Bonds, Financial Services, Client Services, FX Options, Alternative Investments, Settlement
Education
Dowling College 1993 — 1996
Bachelor's degree, Accounting
Unilever April 2014 - Present
Unilever September 2012 - March 2014
Unilever September 2010 - August 2012
Deutsche Asset Management July 2008 - September 2010
Unilever June 2007 - August 2007
Gabelli Funds July 1999 - June 2006
Skills
Financial Modeling, Strategy, Competitive Analysis, Valuation, Brand Management, Analytics, Market Research, Business Strategy, Customer Insight, Cross-functional Team..., Consumer Products, Market Analysis, Brand Development, Forecasting, Segmentation, Management
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Roger Williams University 1995 — 1999
Mphasis August 2011 - Present
Bank of New York Mellon January 2011 - May 2011
Credit Suisse March 2010 - June 2010
Ascend February 2007 - June 2010
Ascend Consulting February 2007 - June 2010
Deutsche Asset Management May 2008 - April 2009
Burrelle'sLuce November 2001 - September 2006
Plural Inc January 1998 - January 2001
JPMorgan Chase June 1986 - October 1998
Chase Manhattan Bank January 1986 - October 1998
Education
Knowledge Movers 2007 — 2007
PMP, Computer and Information Science
City University of New York-Brooklyn College 1976 — 1980
BS, Computers
Brooklyn Talmudeic Academy 1972 — 1976
High School Deploma
Baruch College, Zicklin School of Business January 2015 - Present
Client Lifecycle Solutions LLC, Client Lifecycle Exchange® June 2012 - Present
Guggenheim Partners March 2011 - April 2012
Incorporated Village of Plandome Heights April 2005 - March 2012
Cutwater Asset Management (aka MBIA Asset Management) November 2009 - January 2011
S C O P E 2005 - 2010
Bear Stearns Asset Management / JPMC September 2007 - March 2009
Deutsche Asset Management March 2001 - August 2007
Morgan Stanley Investment Management 2000 - 2001
Lazard Asset Management 1994 - 2000
Skills
Entrepreneurship, Process Improvement, Risk Management, Strategy, CRM, Staff Development, Management, Marketing Management, Asset Management, Leadership, Engaging Public Speaker, Superior Client Service, Problem Solving, GIPS Compliance, Internal Audit, Project Management, Collaborative Leadership, Strengthening Client..., Collateral Management, New Business Development, Policy Writing, Data Management for..., Department Budgeting, RFP Management, Fixed Income, Sales, Chief of Staff, Chief Administrative..., New Business..., Lean Disruptive Thinking, Relationship Management, Public Speaking, Financial Modeling, Executive Management, Team Building, Training, Securities, Policy, Team Leadership, Vendor Management, Business Analysis, Private Equity, Cross-functional Team..., ETFs, Operations Management, Disruptive Technologies, Mentoring, Institutional..., Mergers, Research
Education
Baruch College, Zicklin School of Business, MBA Business Policy
MBA, Business Policy & Strategy; BA in Communications from Hunter College
The Landmark Curriculum for Living 2014 — 2015
Effective Communication & Interpersonal Relations
Entrepreneurship - Hofstra University 2012 — 2013
Entrepreneurship/Entrepreneurial Studies, Won First Prize - Best Business Plan, Capital One Bank
Founder Institute - New York Division
Entrepreneurial and Small Business Operations
Claritas Investment Certificate
Claritas® Investment Certificate, CFA Institute ID #6916469, Asset Management
Project Management - Hofstra University
Project Management Courses
City University of New York-Hunter College
Bachelor's degree, Communications Major, Education Minor
Dale Carnegie Leadership Course - Lazard
Six Sigma Green Belt - Deutsche Bank
State of Minnesota July 2012 - Present
BioScrip February 2010 - July 2012
BioScrip June 2008 - February 2010
Deutsche Asset Management 2007 - June 2008
Deutsche Asset Management 2006 - 2007
Deutsche Asset Management 2004 - 2006
Deutsche Asset Management 2002 - 2004
Scudder Investments 2000 - 2002
Zurich Scudder Investments February 1999 - 2000
Skills
Portfolio Management, Budgeting, Data Warehousing, SDLC, Vendor Management, Business Analysis, Process Improvement, Program Management, MS Project, Application Development, Business Process..., Team Leadership, Team Building, Outsourcing, Problem Solving, Integration, Software Project..., IT Strategy, PMP, Healthcare, Project Management, IT Management, Visio, Business Intelligence, Management, PMO, Agile Methodologies, Software Development, Budgets, Mergers & Acquisitions, Team Management, Organizational..., Organizational..., Distributed Team..., Virtual Teams, CRM, Analysis, Quality Assurance, Leadership, Project Planning, Enterprise Software, Databases, Strategy, Security, E-commerce, Governance, Enterprise Architecture, Cross-functional Team..., Change Management, Access
Education
DePaul University 2001 — 2005
Masters of Science
Knox College 1992 — 1996
B.A.
State Street November 2014 - Present
State Street October 2010 - January 2014
Deutsche Asset Management April 2002 - October 2010
Zurich Scudder Investments March 2000 - April 2002
Scudder Kemper Investments March 1998 - March 2000
Standard & Poor's DRI (previously DRI/McGraw-Hill, now IHS Global Insight) May 1982 - February 1998
Access Technology, Inc. (now CA Technologies) June 1985 - June 1987
Education Development Center October 1981 - May 1982
Abt Associates Inc. August 1975 - August 1981
Skills
Unix, Disaster Recovery, Oracle, Unix Shell Scripting, Software Development, SQL, Testing, Operating Systems, Performance Tuning, Market Data, Software Documentation, Software Project..., PL/SQL, Requirements Analysis, Infrastructure, Reference Data, Software Configuration..., C, C++, Autosys, Version Control, UNIX utilities, Middle Office, Job Scheduling, Software Design, System Architecture, Enterprise Architecture, Database Design, SQL*Plus, T-SQL Stored Procedures, Query Optimization, SimCorp Dimension, ClearCase, SOX Compliancy, SAS70, T-SQL, Sybase, Information Security, Solaris, Project Management, Change Management, Business Continuity, SDLC, Asset Management, C#, Java, Microsoft SQL Server
Education
Case Western Reserve University 1973 — 1975
Doctor of Philosophy (Ph.D.), Systems & Control Engineering
Case Western Reserve University 1970 — 1973
Master of Science (MS), Systems & Control Engineering
Case Western Reserve University 1966 — 1970
Bachelor of Science (BS), Engineering -- Computer & Systems Science, With Honors
Lebenthal Asset Management February 2014 - Present
The Roosevelt Investment Group February 2012 - January 2014
Mesirow Financial November 2008 - January 2012
Bear Stearns Asset Management August 2007 - October 2008
VKC Investments, LLC January 2004 - July 2007
Jacobs Levy Equity Management 2002 - 2004
Deutsche Asset Management 1997 - 2002
State Street Global Advisors 1996 - 1997
Bankers Trust 1994 - 1996
Frank Russell June 1990 - May 1994
Skills
Equities, Portfolio Management, Hedge Funds, Investments, Equity Research, Capital Markets, Bloomberg, Investment Management, Asset Managment, Investment Strategies, Financial Modeling, Alternative Investments, Factset, Trading, Mutual Funds, Investment Banking, Valuation, Emerging Markets, Due Diligence, Bonds, Asset Allocation, Quantitative Analytics, Finance
Education
CFA Institute 1993 — 1996
CFA, Finance
Vanderbilt University 1985 — 1990
PhD, Finance
Vanderbilt University - Owen Graduate School of Management 1985 — 1988
Master of Business Administration (M.B.A.), Finance
Indian Institute of Technology, Delhi 1981 — 1985
B Tech, Electrical Engineering
Delhi Public School - R. K. Puram
High School Diploma
BNY Mellon March 2014 - Present
Wipro Technologies March 2011 - February 2014
Multifonds September 2004 - March 2011
State Street 2003 - 2004
Deutsche Asset Management 2002 - 2003
Putnam 2000 - 2002
Skills
Fund Accounting, Asset Management, Fixed Income, Hedge Funds, Portfolio Management, Bloomberg, Financial Services, Equities, Derivatives, Mutual Funds, Capital Markets, Back Office, Corporate Actions, Securities, Investment Banking
Education
Clemson University 1995 — 1999
BS, Finance
Hanover High School 1991 — 1995
New York Blood Center January 2009 - Present
Verizon Wireless September 2005 - November 2008
Credit Suisse First Boston 2002 - 2003
Deutsche Asset Management 2001 - 2002
Skills
Recruiting, Human Resources, Employee Benefits, Software Documentation, Employee Relations, HRIS, Benefits Administration, HR Policies, Applicant Tracking..., Talent Management, Onboarding, Deferred Compensation, FMLA, Talent Acquisition, Succession Planning, New Hire Orientations, College Recruiting, Labor Relations, Organizational..., Employee Training, Interviews, Sourcing, Hiring
Education
Baruch College of the City University of New York 2013 — 2017
Working towards Masters of Science, Labor and Industrial Relations
City University of New York-Hunter College 1998 — 2005
Bachelors, Economics
AT&T August 2014 - Present
Northern Trust July 2012 - June 2014
Northern Trust October 2009 - July 2012
Northern Trust July 2005 - October 2009
Deutsche Asset Management March 2004 - July 2005
Morgan Stanley Smith Barney January 2003 - April 2003
Skills
Analysis, Asset Allocation, CRM, Investments, Management, Mutual Funds, Strategy
Education
DePaul University
Bachelor of Science, Commerce
Morgan Stanley May 2012 - Present
Merrill Lynch July 2004 - June 2010
Deutsche Asset Management July 2000 - January 2002
Merrill Lynch November 1995 - July 2000
UBS Wealth Management November 1989 - November 1996
Skills
Marketing Regulation, Series 7, 24, 53, 66, Brokerage, Investment Advisory, Wealth Management, FINRA, Marketing Communications, Spanish, Life Insurance, Securities Arbitration, Compliance, Policy Writing, Social Media Marketing, Series 7, Investments, Series 24, Arbitration, Financial Services, Strategic Financial..., Leadership
Education
Columbia University - Columbia Business School 1981 — 1982
MBA, Finance
La Salle University 1971 — 1975
B.A., Spanish Education
Citi January 2010 - Present
New York Life Investment Management LLC 2006 - 2010
Deutsche Asset Management 2000 - 2006
Zurich Scudder Investments 2000 - 2002
Bear Stearns 1997 - 2000
Skills
Financial Analysis, Strategic Planning, Expense Management, Asset Management, Budgeting, Forecasting, Financial Reporting, Strategic Financial..., Mutual Funds, Financial Services, Variance Analysis, Budgets, Asset Managment, Financial Modeling, Management, Essbase, Analysis, Finance, Analytics, Financial Risk, Corporate Finance, Investment Banking, Business Analysis, Capital Markets, Hedge Funds, Risk Management, Financial Planning
Education
City University of New York-College of Staten Island
BS, Accounting and Finance
BNP Paribas Investment Partners October 2005 - Present
Deutsche Asset Management May 2002 - October 2005
MetLife July 1999 - April 2002
Harvard Management Company January 1990 - June 1999
Skills
Portfolio Management, Equities, Investments, Investment Strategies, Capital Markets, Mutual Funds, Financial Risk
Education
Fairfield University 1984 — 1988
Bachelor of Science (B.S.)
BlackRock July 2010 - July 2014
Weichert Realtors December 2008 - December 2012
Fiserv June 2005 - April 2008
Interactive Technologies October 2000 - June 2005
selfemployed February 1999 - October 2000
Deutsche Asset Management October 1998 - February 1999
Prudential Investments August 1987 - October 1998
Skills
Vendor Management, SDLC, Requirements Analysis, Product Management, Program Management, Integration, Business Intelligence, Strategy, Software Development, Software Project..., Risk Management, Consulting, Project Planning, Financial Services, Management, Product Development, CRM, Leadership, Mergers & Acquisitions, Training, Troubleshooting, IT Management, Analysis, Process Improvement, Business Process, Contract Negotiation, Enterprise Software, IT Strategy, Portfolio Management, Cross-functional Team..., Change Management, Business Process..., Project Portfolio..., Sales, Telecommunications, Finance, Outsourcing
Education
Columbia University - Columbia Business School 1995 — 1996
Master's Degree, MBA
Deutsche Asset Management August 2015 - Present
Chugach Alaska Corporation December 2013 - January 2015
Ashland University November 2012 - November 2013
Reinhold Consulting August 2011 - October 2013
Parmenter Realty Partners December 2011 - December 2012
APR Energy October 2011 - January 2012
Adecco August 2010 - October 2011
Excel Management Systems 2010 - August 2010
BEK Security 2008 - August 2009
2008 Campaign to Re-Elect Dave Daniels August 2008 - November 2008
Skills
Corporate Communications, Marketing Communications, Marketing Strategy, Public Relations, Proposal Writing, Public Speaking, Technical Writing, Internal Communications, Editing, Commercial Management, Organizational..., Intercultural..., Government Proposals, Marketing, Research, Strategic Communications, Press Releases, RFP, Crisis Communications, Grant Writing, Non-profit Fund..., Investor Relations, Content Writing, Proposal Management, External Marketing, RFP preparation, Investor Presentations, Speech Writing, Proposal Coordination, Creative Problem Solving, Political Campaigns, Political Communication, Corporate Branding, Copy Editing, Website Copy, Team Coordination, Contract Review, Proposal Review, Risk Assessment, Document Management, Content Development, Strategy Facilitation, Requirements Analysis, Bid Analysis, Bid Preparation, Program Management, Team Building, Fundraising, Social Media, Analysis
Education
Northeastern University 2011 — 2012
M.S., Corporate and Organizational Communication, 3.53
University of Akron School of Law 2007 — 2008
Law
Cumberland College 2004 — 2007
B.S., Political Science & Public Health, 3.82
Shelby High School
RBSalzman Wealth Management, LLC February 2015 - Present
AXA Advisors August 2013 - February 2015
Guggenheim Partners April 2008 - May 2012
AAM - Insurance Investment Management 2006 - 2008
BlackRock May 2005 - July 2006
Deutsche Asset Management 1999 - 2005
AAM - Insurance Investment Management 1995 - 1999
Skills
Fixed Income, Asset Allocation, Portfolio Management, Financial Modeling, Capital Markets, Securities, Investment Advisory, Wealth Management, Risk Assessment, Life Insurance, Fixed Annuities, Variable Annuities, Long Term Care Insurance
Education
Quinlan School of Business, Loyola University Chicago 1984 — 1985
MBA, Finance
Eastern Illinois University 1980 — 1984
BS, Business
Eaton Vance July 2013 - Present
Deutsche Asset Management August 2004 - July 2013
MFS Investment Management 1997 - August 2004
Skills
Alternative Investments, Sales Management, Mutual Funds, Management, Sales, Retirement Planning, Series 7, Team Building, Team Leadership, Asset Management, Performance Management, Series 63
Education
Eckerd College 1988 — 1991
B.A., American Studies
Strategy&, part of the PwC network June 2015 - August 2015
Nomura Securities January 2010 - August 2014
Deutsche Asset Management August 2007 - December 2009
Skills
Equities, Financial Modeling, Bloomberg, Financial Analysis, Fixed Income, Capital Markets, Equity Research, Investment Banking, Financial Services
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Villanova University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Villanova University 2002 — 2007
Bachelor of Arts (B.A.), Bachelor of Business Admin. (B.S.B.A.), Philosophy, Finance
Crane & Co. January 2015 - Present
Altria February 2013 - January 2015
Capital One August 2011 - February 2013
Pegasystems Inc August 2007 - July 2011
Coventry Workers Comp Svs (formerly Concentra Integrated Services) September 2005 - August 2007
Deutsche Asset Management October 2003 - September 2005
Skills
Business Intelligence, Data Analysis, Strategy, Data Warehousing, Competitive Analysis, Analytics, Financial Analysis, Management, Business Objects, Business Strategy, Financial Modeling, SQL, Market Research, Financial Reporting, Mergers & Acquisitions, Cross-functional Team..., Databases, ETL, Analysis, Business Analysis, Enterprise Software, Teradata, SDLC, Finance, Data Modeling, Business Process, Master Data Management, Big Data, Business Intelligence..., Microsoft SQL Server, Tableau, Microstrategy, SSIS, SSAS, SAP, Data Science, Data as a Service, CRM, Scrum, Enterprise Decision..., Rules Engines, Database Design, Leadership, Market Analysis, Salesforce.com, Requirements Gathering, Enterprise Architecture, .NET, IT Strategy, Process Improvement
Education
Bentley College McCallum Graduate School of Business 2000 — 2003
MBA, MIS Concentration
Fordham University 1994 — 1998
BA, Medieval Studies
First Republic Bank May 2015 - Present
Custom House Global Funds Services Ltd. August 2013 - March 2015
Deutsche Asset Management January 2009 - August 2013
Deutsche Bank August 2007 - December 2008
Societe Generale July 2006 - July 2007
BBR Partners March 2004 - June 2006
BNY Mellon July 2001 - February 2004
Skills
Problem Solving, Microsoft Excel, Operational Excellence, Client Service Oriented, Superior Client Service, Communication Skills, Multi Tasking, Series 7, Series 63
Education
Fordham University 2004 — 2009
Master of Business Administration (MBA), Finance, General
University of Delaware 1997 — 2001
Bachelor of Science (BS), Finance, General
Planned Parenthood Federation of America July 2014 - Present
Consultant at various for- and not-for-profit organizations September 2013 - Present
Quant America December 2010 - July 2013
Endeavor Global February 2009 - November 2009
Deutsche Asset Management 2008 - 2009
Oppenheimer Capital (now Allianz Global Investors) 2002 - 2008
Zurich Scudder Investments (now Deutsche Asset Management) 1999 - 2002
Brunswick UBS 1995 - 1998
Sanford C. Bernstein 1992 - 1995
Skills
Asset Managment, Fundamental Analysis, Market Analysis, Equities, Investments, Client Presentation, Client Relations Skills, New Business Development, Presentations, Report Writing, Emerging Markets, Russian, Non-profit Volunteer, Analytical Reasoning, Strategic Communications, Business Strategy, Energy, Consumer, media, healthcare, Financial Analysis, Equity Research, Financial Modeling, Valuation, Capital Markets, Analysis, Asset Management, Portfolio Management, Executive Management, Fixed Income, Investment Strategies, Equity Valuation, equity resear, Equity Research Analysis, portfoli, Investment Advisory, Bloomberg, Competitive Analysis, Financial Reporting, Competitive Intelligence
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1988 — 1992
BS, Engineering
Deutsche Asset Management July 2011 - Present
Ennis Knupp & Associates December 2006 - July 2011
Skills
Alternative Investments, Asset Allocation, Equities, Financial Modeling, Financial Services, Fixed Income, Investment Management, Investment Strategies, Investments, Portfolio Management, Risk Management, Securities, Valuation, Asset Management, Financial Analysis
Education
Central Michigan University 2002 — 2006
B.A., Finance
Goldman Sachs June 2012 - Present
Deutsche Asset Management January 2006 - May 2008
Rothschild January 2004 - January 2006
Lazard June 1999 - January 2005
Goldman Sachs February 1993 - February 1996
McKinsey & Company January 1985 - February 1993
Arnold & Porter January 1983 - January 1985
Davis Polk & Wardwell LLP June 1981 - January 1983
U.S. Court of Appeals for the D.C. Circuit June 1980 - June 1981
Skills
Asset Management, Corporate Finance, Mergers & Acquisitions, Business Strategy, Management Consulting, Corporate Law
Education
Harvard Law School 1976 — 1980
Doctor of Law (J.D.), Law, Harvard Law Review
Harvard University 1975 — 1976
Master of Arts (M.A.), American Civilization
Swarthmore College 1973 — 1975
Bachelor of Arts (B.A.), History, Phi Beta Kappa
Dartmouth College 1971 — 1973
English Language and Literature, Rufus Choate Scholar
Aberdeen Asset Management August 2007 - Present
Stone Tower Capital August 2006 - July 2007
Deutsche Asset Management February 2002 - August 2006
Deutsche 2002 - 2006
Education
Columbia Business School 1993 — 1994
MBA, Accounting/Finance
University of Maryland Baltimore County 1985 — 1989
BA, Economics/Finance
Deutsche Asset Management May 2014 - Present
Deutsche Asset Management August 2004 - May 2014
Deutsche Asset Management January 2000 - August 2004
Deutsche Bank Securities August 1999 - January 2000
Skills
Stable Value, High Yield, Fixed Income, Risk Management, Asset Management, Banking, Bloomberg, Capital Markets, Equities, Hedge Funds, Derivatives, Investments, Management, Portfolio Management, Project Planning, Trading
Education
The Health and Sciences Academy 2015 — 2015
Nutritional Therapy
City University of New York-College of Staten Island 1988 — 1992
Port Richmond High School
AllianceBernstein L.P. June 2002 - Present
Deutsche Asset Management November 1998 - June 2002
Bankers Trust Company September 1992 - November 1998
Education
New York Law School 1990 — 1994
JD
Cornell University
BS, Economics
Pace University - Lubin School of Business
MBA
NRG Energy February 2015 - Present
Liberty Mutual Insurance January 2014 - February 2015
Deutsche Asset Management July 2011 - October 2012
General Motors June 2010 - August 2010
JPMorgan Chase November 2006 - July 2009
Towers Watson May 2004 - October 2006
Skills
Asset Managment, Actuaries, Soccer, Financial Modeling, Valuation, Investments, Financial Analysis, Fixed Income, Corporate Finance, Bloomberg, Capital Markets, Portfolio Management, Equities, Derivatives, Hedge Funds, Alternative Investments, Investment Banking, Private Equity, Investment Management, Due Diligence, Equity Research, Quantitative Analytics, Asset Allocation, Morningstar Direct, Strategic Insights, Series 7, Series 63, Investment Strategies, Equity Valuation
Education
Duke Fuqua School of Business 2009 — 2011
MBA, Finance
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
B.B.A, Actuarial Science
RSM Erasmus Universiteit / Rotterdam School of Management 2011 — 2011
JPMorgan Chase June 2013 - Present
American Express November 2010 - June 2013
J.P. Morgan August 2010 - November 2010
The Robin Hood Foundation February 2010 - May 2010
Deutsche Asset Management June 2009 - August 2009
VerTerra July 2008 - May 2009
UBS Financial Services July 2007 - July 2008
UBS Wealth Management February 2006 - June 2007
UBS Wealth Management July 2004 - February 2006
UBS Wealth Management July 2002 - July 2004
Skills
Valuation, Financial Modeling, Business Process..., Strategy, Investment Banking, Equities, Private Equity
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Columbia University in the City of New York 1998 — 2002
Bachelor of Arts (B.A.)
Horace Mann
Fordham University - Graduate School of Business Administration January 2014 - Present
Deutsche Asset Management February 2013 - Present
Deutsche Asset Management June 2004 - Present
Deutsche Asset Management May 2011 - February 2013
Ernst & Young June 2002 - June 2004
Skills
Mutual Funds, Equities, Commodity, Investments, Equity Research, Alternative Investments, Strategy, Portfolio Management, Bloomberg, Investment Management, Asset Management, Emerging Markets, Equity Valuation, Financial Modeling, Valuation, Derivatives, Financial Analysis, Due Diligence, Investment Strategies, Options
Education
Fairleigh Dickinson University
MBA, Finance
Jasper Ridge Partners (formerly Oak Hill Investment Management) September 2012 - Present
Nike June 2011 - August 2011
Jasper Ridge Partners (formerly Oak Hill Investment Management) October 2005 - June 2010
Deutsche Asset Management February 2005 - September 2005
Deutsche Bank August 2004 - February 2005
Skills
Hedge Funds, Equities, Asset Allocation, Alternative Investments, Asset Managment, Fund Of Funds, Asset Management, Valuation, Private Equity, Venture Capital, Investment Banking, Fixed Income, Financial Modeling, Due Diligence, Bloomberg, Investment Management
Education
Stanford University Graduate School of Business 2010 — 2012
MBA
Columbia University in the City of New York 2000 — 2004
BA, Economics
Sidwell Friends 1996 — 2000
High School
Barclays Investment Bank September 2014 - Present
Barclays Investment Bank March 2014 - September 2014
Barclays Wealth and Investment Management September 2011 - March 2014
AIG Investments September 2006 - September 2011
Deutsche Asset Management February 2001 - August 2006
JPMorgan Chase January 2000 - February 2001
Bankers Trust/Deutsche Bank May 1989 - December 1999
Skills
Operations Management, Project Management, Business Management, Asset Management, Asset Managment, Banking, Business Analysis, Business Strategy, Capital Markets, Change Management, Derivatives, Equities, Financial Analysis, Financial Services, Fixed Income, Investment Banking, Investments, Management, Management Consulting, Outsourcing, Portfolio Management, Program Management, Risk Management, Strategy, Team Leadership, Trading, Vendor Management
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance
Oxford University 1980 — 1983
BA, English Language and Literature
Seven Point Equity Partners January 2013 - Present
Swiss Capital Group January 2013 - May 2015
Deutsche Asset Management April 2010 - October 2012
Green Partners LLC October 2006 - April 2010
National Hall Capital LLC March 2004 - October 2006
Deutsche Bank July 2000 - March 2004
Deutsche Bank May 1999 - July 2000
Morgan Stanley June 1997 - May 1999
Morgan Stanley June 1996 - June 1997
Morgan Stanley September 1993 - June 1996
Skills
Strategy, Business Development, Business Planning, Business Strategy, Emerging Markets, Financial Modeling, Investments, Management, Mergers & Acquisitions, New Business Development, Portfolio Management, Product Management, Program Management, Restructuring, Risk Management, Strategic Planning, Venture Capital, Equities, Hedge Funds, Outsourcing
Education
Cornell University 1982 — 1986
Bachelor of Science (B.S.), Operations Research and Industrial Engineering
IndexIQ June 2007 - Present
DWS Scudder 2005 - 2007
Deutsche Asset Management 2002 - 2005
Zurich Scudder Investments 1997 - 2002
Scudder Kemper Investment, Zurich Scudder Investment, Scudder Stevens and Clark 1991 - 2002
Scudder 1991 - 2001
Scudder Investments 1995 - 1997
Chase 1988 - 1991
Skills
Quantitative Research, Marketing Communications, Team Building, ETFs, Alternative Investments, Hedge Funds, Fixed Income, Bloomberg, Equities, Portfolio Management, Derivatives, Mutual Funds, Asset Allocation, Investment Strategies, Investments, Asset Managment, Bonds, Investment Advisory, Financial Markets, Capital Markets, Series 7, Investment Management, Equity Research
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance and Economics
Cornell University 1984 — 1988
BS, Business Management
AEW Capital Management April 2005 - Present
Deutsche Asset Management April 2002 - March 2005
Skills
Real Estate, Financial Analysis, Asset Management, Excel, Financial Modeling, Valuation, Due Diligence, Investments, Budgeting, Negotiation, Underwriting, Real Estate Finance, Financial Reporting, Real Estate Development, Investment Properties, Real Estate Investment, Forecasting, Contract Negotiation, Real Estate Economics, Microsoft Excel, Asset Managment, Commercial Real Estate, Real Estate Financing, Real Estate Transactions, Disposition, Portfolio Management, Dispositions
Education
Colby College 1997 — 2001
BA, Business Administration
StepStone Group October 2011 - Present
Deutsche Asset Management June 2011 - August 2011
American Cancer Society February 2007 - July 2010
Accenture April 2003 - February 2007
Skills
Portfolio Management, Private Equity, Management, Due Diligence, Financial Modeling, Valuation, Mergers & Acquisitions, Business Strategy, Project Management, Corporate Finance, Financial Analysis
Education
Columbia University - Columbia Business School
MBA
Georgia Institute of Technology
Bachelor of Science, Electrical Engineering
CUSO February 2010 - Present
AIG Advisor Group November 2009 - February 2010
LPL Financial October 2004 - January 2009
Outpost International 2009 - 2009
Deutsche Asset Management August 2003 - October 2004
Zurich Scudder Investments March 2001 - July 2003
Zurich Scudder Investments May 2000 - February 2001
Scudder Investments December 1997 - April 2000
Skills
Forecasting, Management, Financial Analysis, Budgets, Business Development, Finance, Analysis, Financial Reporting, Leadership, Strategic Financial..., Financial Services, Executive Management, Team Leadership, Corporate Finance, Mutual Funds, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1994
MBA, Business Administration - Finance Concentration
Illinois State University 1982 — 1986
BA Finance, Accounting Minor, Finance
Dahly Consulting January 2011 - Present
AIG / Chartis Insurance 2007 - 2010
Deutsche Bank/Asset Mgmt/Scudder Investments July 2001 - December 2004
Deutsche Asset Management 2001 - 2004
Prudential June 1998 - January 2001
Sandia National Laboratories February 1993 - May 1998
Merrill Lynch July 1984 - June 1990
Skills
Data Warehousing, Business Intelligence, Information Technology, C#, Fixed Income, SDLC, Enterprise Architecture, Software Project..., Business Analysis, Disaster Recovery, Integration, IT Strategy, Infrastructure
Education
Stevens Institute of Technology 1983 — 1985
MSCS, Computer Science
Fairleigh Dickinson University 1981 — 1982
MBA, Mgmt. Information Systems
State Street Bank December 2010 - Present
Deustche Bank March 2008 - December 2010
DB Advisors Hedge Fund Group March 2008 - December 2010
Deutsche Asset Management March 2008 - December 2010
Caxton Associates July 2003 - February 2008
Skills
Middle Office, Hedge Funds, Fixed Income, Bloomberg, Swaps, Corporate Actions, Account Reconciliation, Back Office, Financial Statements, Mutual Funds, Management, Projects, Capital Markets, Securities, Equities, Derivatives, Fund Accounting
Education
Rider University 2010 — 2014
Master of Business Administration (M.B.A.), Finance, General
Drexel University - College of Business and Administration 1989 — 1994
Bachelor's degree, Accounting and Finance
QS Investors, LLC August 2010 - Present
Deutsche Asset Management 2005 - 2010
Skills
Alternative Investments, Derivatives, Hedge Funds, Portfolio Management
Education
Fordham Gabelli School of Business 2008 — 2012
MBA
St Francis High School
Deutsche Bank February 2012 - Present
Deutsche Bank October 2007 - February 2012
Deutsche Asset Management July 2003 - October 2007
Deutsche Bank, New York July 2000 - July 2003
American Express Bank August 1998 - May 2000
American Express Bank January 1994 - August 1998
Deloitte & Touche January 1992 - January 1994
American Express Bank April 1989 - January 1992
Skills
Investment Banking, Structured Products, IFRS, Accounting, Product Control, Variance Analysis, Financial Modeling, Financial Reporting, Forecasting, Corporate Finance, Auditing, Equities, Fixed Income, Derivatives, Capital Markets, Internal Audit, Investments, Finance, US GAAP, Due Diligence, Financial Analysis, Banking, Risk Management, Interest Rate..., Analysis, Asset Management, GAAP, Financial Markets, Financial Risk, Financial Services, Consolidation, Hedge Funds, Credit Risk, Valuation, Securities, Residential Mortgages, MBS, Structured Finance, Financial Controlling, Managerial Skills, Management
Education
City University of New York-Herbert H. Lehman College 1987 — 1991
BS in Accounting, Accounting
robeco investment management March 2005 - Present
Deutsche Asset Management 2000 - 2004
Deustche Bank 2000 - 2004
Political Consultant 1980 - 1980
Skills
Asset Management, Alternative Investments, Securities, Equities, Private Equity, Fund Of Funds, Hedge Funds, Mergers & Acquisitions, Series 7, Risk Management, Asset Managment, Mutual Funds, Due Diligence, Investment Management, Fixed Income, Financial Markets, Financial Services, Trading, Portfolio Management, Banking, Securities Regulation, Investments, Derivatives, Structured Finance, Emerging Markets, Investment Advisory, Capital Markets
Education
Columbia Law School 1982 — 1985
jd
Connecticut College 1978 — 1982
ghs
Karis Capital Partners September 2013 - Present
Knight Capital Partners October 2010 - September 2013
Auriel Capital Limited July 2007 - January 2010
Alstra Capital October 2005 - July 2007
Deutsche Asset Management April 2002 - September 2005
Scudder, Stevens & Clark August 1994 - April 2002
Morgan Stanley August 1983 - August 1994
Education
Columbia University - Columbia Business School 1982 — 1983
M.B.A, Finance
Colgate University 1973 — 1977
B.A., Economics
Deutsche Asset Management September 2013 - Present
Deutsche Bank December 2011 - Present
deutsche bank September 2007 - December 2011
UFG 2000 - 2005
Skills
Corporate Governance, Mergers, Due Diligence, Structured Finance, Corporate Law, Joint Ventures, Corporate Finance
Education
Columbia University - School of International and Public Affairs 1992 — 1995
M.i.a., International Relations and Affairs
Columbia University School of Law 1992 — 1995
Doctor of Law (JD)
Dartmouth College 1986 — 1990
Bachelor of Arts (B.A.), Russian Language and Literature
TIAA-CREF October 2013 - Present
Resources Global Professionals October 2011 - October 2013
Barclays Capital February 2009 - October 2011
Barclays Capital September 2005 - January 2009
Deutsche Asset Management July 2003 - April 2005
Merrill Lynch Investment Managers August 1999 - July 2003
JP Morgan 1994 - 1999
Skills
Business Management, Financial Analysis, Forecasting, Business Analysis, Financial Modeling, Budgets, Portfolio Management, Capital Markets, Management, Financial Services, Accounting, Process Improvement, Strategic Planning, Investment Banking, Business Process..., Mergers & Acquisitions, Strategy, Finance, Financial Planning and..., Leadership, Risk Management, Budgeting, Budget Forecasts, Global Asset Management, Customer Profitability, Profitability Tracking, Strategic Financial..., Analysis, Corporate Finance, Management Consulting, Fixed Income, Technology Management, Financial Planning
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
MBA, Finance
Southern Connecticut State University 1988 — 1991
BA, Liberal Studies
Immaculate High School
TIAA-CREF 2008 - Present
Deutsche Asset Management 2003 - 2008
Deutsche Asset Management 2003 - 2006
AllianceBernstein 2000 - 2003
Prudential Financial 1998 - 2000
Putnam Investments 1995 - 1998
Skills
Equities, Portfolio Management, Alternative Investments, Hedge Funds, Mutual Funds, Product Management, Asset Allocation, Institutional...
Education
Cornell University - Johnson Graduate School of Management
Master of Business Administration (MBA), Finance
Purdue University
Bachelor of Arts (B.A.)
Kohlberg Kravis Roberts & Co August 2009 - Present
Citi Alternative Investments March 2006 - July 2009
Siguler Guff March 2005 - March 2006
Deutsche Asset Management 2000 - 2002
Trainer Wortham 1999 - 2000
Lynch & Mayer 1993 - 1999
AXA Equitable 1991 - 1993
Skills
Financial Modeling, Equities, Alternative Investments, Asset Managment, Asset Management, Credit, Hedge Funds, Marketing, Private Equity, Capital Markets, Investments, Fixed Income, Series 7, Portfolio Management
Education
Fordham Gabelli School of Business 1997 — 2000
College of Charleston 1986 — 1989
B.S., Business Administration
Lugoff Elgin High School 1981 — 1985
The Amoralists January 2014 - Present
HSBC June 2006 - Present
Deutsche Asset Management 1998 - 2006
JP Morgan June 1996 - August 1998
Morgan Grenfell Capital Management 1994 - June 1996
Dun & Bradstreet 1989 - 1993
Skills
Alternative Investments, Investment Strategies, Asset Allocation, Investment Management, Institutional Investors, Mutual Funds, Asset Managment, Fixed Income, Investment Advisory, Series 7, Series 63, Wealth Management, Investments, Asset Management, Emerging Markets, Institutional..., Pension Funds, Hedge Funds
Education
City University of New York City College 1991 — 1994
MA
Syracuse University 1985 — 1988
BA
Ramius June 2008 - Present
Arden Asset Management January 2006 - May 2008
Deutsche Bank 2000 - 2005
Deutsche Asset Management 1999 - 2005
Bankers Trust 1996 - 1999
Eicher June 1991 - July 1994
Education
Carnegie Mellon University - Tepper School of Business 1998 — 2000
MSCF, Computational Finance
Tulane University - A.B. Freeman School of Business 1994 — 1996
MBA, Finance
National Institute of Technology Kurukshetra 1987 — 1991
B Tech, Mechanical
Deutsche Asset Management 2002 - Present
Reich & Tang Asset Management December 1988 - January 2001
Skills
Cash Management, Alternative Investments, Liquidity Management
Education
Fairleigh Dickinson University, Madison NJ 1978 — 1980
BS, Business Management
Seligman Investments (an offering brand of Columbia Management Investment Advisors, LLC) November 2008 - Present
J&W Seligman & Co. October 2005 - November 2008
Deutsche Asset Management March 2000 - March 2005
Education
Fordham University
BA
Deutsche Asset Management Global Head, Institutional Liquidity Management DistributionDeAM2006 - Present
Deutsche Bank 1989 - Present
Bankers Trust Company 1989 - 1999
Irving Trust Company 1987 - 1989
Education
Columbia University - Columbia Business School 1995 — 1997
Master of Business Administration (MBA)
Cornell University 1983 — 1987
Bachelor of Science, Business Management and Applied Economics
St. Chrysostom's Day School June 2014 - Present
St. Chrysostom's Day School September 2009 - June 2014
Deutsche Asset Management February 2006 - September 2008
Deutsche Asset Management July 2004 - February 2006
Deutsche Asset Management May 2003 - July 2004
Deutsche Asset Management November 2001 - May 2003
Skills
Data Analysis, Research, Microsoft Excel, Public Speaking, Customer Service, Social Media, Team Building, Microsoft Word
Education
Erikson Institute 2010 — 2014
Master of Science (MS), Child Development
University of Vermont 1996 — 2000
B.A., Psychology
AIG Investments January 2007 - Present
Lord Abbett January 2004 - January 2007
Deutsche Asset Management June 2000 - 2004
Brown Brothers Harriman April 1987 - June 2000
Skills
Business Continuity..., Fixed Income, Equities, Corporate Actions, SAS70, SOX Compliancy, Middle Office, Asset Managment, Hedge Funds, Asset Management, Trading Systems, Investments, Securities, Mutual Funds, Alternative Investments, Bloomberg, Series 7, Derivatives, Financial Services, Investment Management, Bonds
Education
City University of New York-College of Staten Island 2000 — 2006
Merrill Lynch August 2010 - Present
Merrill Lynch April 2005 - August 2010
Deutsche Bank 1999 - 2005
Deutsche Asset Management 1999 - 2005
Princeton Financial Systems 1997 - 1998
Education
Drexel University 1994 — 1997
MS, Accounting
Marist College 1987 — 1991
Harbor Advisors August 2011 - August 2015
Dahlman Rose & Co. January 2010 - May 2011
Deutsche Asset Management June 2008 - August 2008
Trillium Trading September 2002 - June 2007
Skills
Equity Research, Financial Modeling, Valuation, Bloomberg, Equities, Equity Valuation, Series 7, Investments, Financial Analysis, Investment Management, Analysis, Trading, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
MBA, Finance and Strategy
Cornell University 1998 — 2002
B.S., Chemical Engineering
Aberdeen Asset Management July 2014 - Present
Aberdeen Asset Management January 2008 - Present
Aberdeen Asset Management October 2006 - January 2008
Deutsche Asset Management March 2002 - October 2006
Barclays Capital May 1999 - January 2002
National Hockey League March 1996 - May 1999
Arthur Andersen December 1992 - March 1996
Skills
Financial Analysis, Financial Modeling, Fixed Income, High Yield Bonds, Accounting, System Testing, System Integration..., Credit Analysis, Bonds, Tax Preparation, Securities, Finance, High Yield, Investments, CDS, Bloomberg, Fixed Income Analysis, Relative Value, Credit, Valuation
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
MBA, Finance/Accounting
Drexel University 1988 — 1992
BA, Finance and Marketing
Marple Newtown Sr High
UBS Global Asset Management June 2014 - Present
Guggenheim Investments May 2010 - June 2014
Deutsche Asset Management June 1999 - April 2010
Deutsche Asset Management 1999 - April 2010
Education
Fordham Gabelli School of Business 1993 — 1996
MBA, Marketing
St. Peter's College 1987 — 1991
Bachelor of Science (BS), Marketing
St.Peter's Prep 1983 — 1987
Nomura July 2014 - Present
Deutsche Asset Management July 2007 - December 2012
Skills
Equities, Fixed Income, Bloomberg, Investments, Risk Arbitrage, Global Macro, Alternative Investments, Financial Modeling, Asset Management, Capital Markets, Hedge Funds, Valuation, Securities, Corporate Finance
Education
Colby College 2003 — 2007
BA, Economics, Spanish, Cum Laude
Universidad de Salamanca 2006 — 2006
Economics, Literature of the Golden Age
Deutsche Asset Management Portfolio ManagerPrudential Fixed Income Management1987 - 2002
Education
Rutgers University-New Brunswick
BA Economics
Drexel University - LeBow College of Business
MBA, Investment Management
Northwestern Mutual August 2009 - Present
Morgan Stanley September 2008 - July 2009
Morgan Stanley Investment Management 2003 - 2008
Morgan Stanley Investment Management 2005 - 2006
Morgan Stanley Investment Management 2000 - 2005
Morgan Stanley Investment Management 2001 - 2003
Deutsche Asset Management May 1998 - May 2000
Education
Dickinson College 1994 — 1998
BA, Political Science
BlackRock August 2012 - Present
Deutsche Asset Management July 2010 - August 2012
Deutsche Asset Management June 2009 - August 2009
Morgan Stanley September 2008 - November 2008
Skills
Fixed Income, Bloomberg, Portfolio Management, Financial Analysis, Investments, Economics, Asset Managment, Data Analysis, Financial Markets, Asset Management, Client Services, Investor Relations
Education
Cornell University 2006 — 2010
B.A., Economics
Peking University 2008 — 2008
Study Abroad
Bellarmine College Preparatory
Brown Brothers Harriman September 2011 - Present
Babson Capital Management November 2010 - Present
Barclays Capital September 2008 - November 2010
Lehman Brothers 2007 - 2008
Deutsche Asset Management 2005 - 2007
CIBC 2002 - 2004
Simpson Thacher 1997 - 1999
Education
Fordham University School of Law 1999 — 2002
JD
Colgate University 1989 — 1993
The Bronxville School 1978 — 1989
Deutsche Asset Management 1999 - Present
JP Morgan Securities 1997 - 1998
UBS 1995 - 1997
Goldman Sachs 1986 - 1995
Skills
Equities, Economics, Alternative Investments, Asset Managment, Portfolio Management, Trading, Investments, Emerging Markets, Valuation, Commodity, Private Equity, Capital Markets, Financial Modeling, Investor Relations, Hedge Funds, Equity Research, Derivatives, Fixed Income, Bloomberg, Equity Valuation, Asset Management, Investment Management, Financial Markets, Asset Allocation, Investment Strategies
Education
Columbia University in the City of New York
B.A., Mathematical Statistics
New York University - Leonard N. Stern School of Business
MBA, Finance
Morgan Stanley Investment Management 2002 - 2008
Morgan Stanley Investment Management/Van Kampen Funds 2002 - 2008
Zurich Scudder 1999 - 2002
Deutsche Asset Mgt 1999 - 2002
Deutsche Asset Management 1999 - 2002
citigroup 1986 - 1999
Education
Clarion University of Pennsylvania 1969 — 1972
b.s., secondary education, spanish
Five Mile Capital February 2015 - Present
J.P. Morgan August 2010 - May 2013
J.P. Morgan July 2006 - August 2010
Tudor Investment Corporation June 2005 - June 2006
Deutsche Asset Management July 2004 - August 2004
United States House of Representatives June 2003 - July 2003
Skills
Valuation, Investment Banking, Fixed Income, Financial Modeling, Bloomberg, Capital Markets, Corporate Finance, Bonds, Loan Origination, Financial Analysis, Asset Managment, Series 7, Series 79, Series 63, Finance, Due Diligence
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Finance, Real Estate
University of North Carolina at Chapel Hill 2002 — 2005
BSBA, Finance
Brunswick School
MEDITECH September 2013 - Present
Genzyme August 2011 - September 2013
Genzyme May 2011 - August 2011
Genzyme April 2010 - May 2011
Schering Plough May 2005 - March 2010
Verticall Networks (formerly Artisoft) 2004 - 2005
Curran & Connors, Inc. 2002 - 2004
Deutsche Asset Management 2000 - 2002
Skills
Account Management, Sales Management, New Business Development, B2B, Medical Devices, Marketing Communications, Cold Calling, Marketing Strategy, Sales Operations, Product Launch, Sales, Pharmaceutical Sales, Leadership, Marketing, Selling, Pharmaceutical Industry
Education
Westfield State University
BA, Mass Communications
Clark University
Calamos Investments 2003 - Present
Deutsche Asset Management 1990 - 2003
Skills
Mutual Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1997
MBA
University of St. Francis 1986 — 1990
BBA
Fidelity Investments October 2007 - Present
Deutsche Bank June 1999 - October 2007
Deutsche Asset Management 1999 - 2007
Bankers Tust Cmpany October 1987 - June 1999
Skills
Risk Management, Management, Asset Management, Business Process, Leadership, Finance, Operational Risk, Internal Controls, Fixed Income, Hedge Funds, Equities, Alternative Investments, Capital Markets, Derivatives
Education
Fairleigh Dickinson University 1979 — 1980
MBA, Finance
State University of New York College at Oneonta 1974 — 1978
Economics
The University of Texas at Austin January 2013 - Present
The University of Texas at Austin April 2012 - December 2012
Environmental Law Institute July 2009 - July 2011
Deutsche Asset Management 2005 - 2008
T. Rowe Price May 1990 - January 2000
Skills
Policy Analysis, Community Outreach, Public Policy, Policy, Non-profits, Training, Nonprofits, Grants
Education
Concord Law School - Kaplan University 2000 — 2005
JD, Law
The University of Texas at Austin 1987 — 1989
MA, History
Harvard University 1982 — 1986
AB, History and Science
Pemetic Capital Management LLC August 2003 - Present
Deutsche Asset Management 1995 - 2002
Arnhold and S. Bleichroeder 1985 - 1995
Brean Murray, Carret & Co. 1983 - 1985
Warburg, Paribas, Becker Inc. (acq. by Merrill Lynch) 1978 - 1981
Skills
Hedge Funds, Equities, Asset Managment, Portfolio Management, Investments, Alternative Investments, Investment Strategies, Asset Allocation, Fixed Income, Investment Management, Capital Markets, Mutual Funds, Valuation, Trading, Private Equity, Financial Modeling, Investment Advisory, Equity Research, Derivatives, Due Diligence
Education
University of Pennsylvania - The Wharton School 1981 — 1983
Master of Business Administration (M.B.A.), Finance and Marketing
Cornell University 1975 — 1978
Dual Degree Program: Bachelor of Science (B.S.), Bachelor of Arts (B.A.), Electrical and Electronics Engineering, Physics
AllianceBernstein December 2013 - Present
Deutsche Asset and Weath Management January 2013 - November 2013
Deutsche Asset Management June 2008 - December 2012
Deutsche Asset Management June 2004 - May 2008
Deutsche Asset Management November 1999 - May 2004
Bankers Trust August 1994 - November 1999
Bankers Trust January 1993 - August 1994
Skills
Product Development, Asset Managment, Investment Management, Strategy, Fixed Income, Hedge Funds, Separately Managed..., Alternative Investments, Mutual Funds, Equities, Investments, Portfolio Management, ETFs, Fund Of Funds, Series 7
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, Dual: Finance and Information Systems
Pace University - Lubin School of Business 1990 — 1992
BA, Finance with a minor in Accounting
Charles Schwab February 2013 - Present
Charles Schwab July 2009 - Present
Oberweis Asset Management April 2007 - September 2008
Wilshire Associates 2005 - 2007
Deutsche Asset Management January 2000 - November 2005
Education
Investment Management Education Program - Chicago Booth School of Business 2013 — 2013
CIMA® Program Education
DePaul University 2000 — 2001
Certificate Program in Financial Planning
University of Iowa 1988 — 1992
BA, Political Science, Economics
Goldman Sachs July 2014 - Present
The Carlyle Group - Vermillion Asset Management March 2012 - July 2014
Deutsche Asset Management September 2009 - March 2012
Deutsche Asset Management June 2008 - August 2008
Singapore Armed Forces January 2004 - March 2006
Education
Cornell University 2006 — 2009
Bachelor of Science (B.S.), Electrical & Computer Engineering
Raffles Institution
Mirae Asset Global Investments November 2009 - September 2015
Fake Teams June 2006 - June 2009
Legg Mason January 2008 - December 2008
Deutsche Asset Management February 2007 - January 2008
J&W Seligman May 1998 - February 2007
First Investors Corporation 1995 - 1998
First Investors Corporation 1995 - 1998
Skills
Asset Managment, Risk Management, Emerging Markets, GIPS Compliance, Mutual Funds, Asset Management, Hedge Funds, Alternative Investments, Equities, Financial Services, Securities, Capital Markets, Portfolio Management, Fixed Income, Investments, Financial Risk, Bloomberg
Education
Fordham Gabelli School of Business 1999 — 2002
MBA, Finance
University of Connecticut 1988 — 1993
BA, Psychology
Scotia Capital USA January 2014 - Present
Adecco Group August 2013 - December 2013
ForwardThink Group January 2012 - April 2013
Cutter Associates December 2009 - March 2011
Deutsche Asset Management 2007 - 2008
AIG Global Investment Group 2006 - 2007
Brown Brothers Harriman 2000 - 2006
Deutsche Bank 1999 - 2000
Skills
Investments, Financial Services, Fixed Income, Equities, Asset Management, Analysis
Education
Pace University 2002 — 2005
MBA
Fordham University 1992 — 1995
B.S.
IBM February 2011 - Present
Hillshire Brands May 2010 - February 2011
Sara Lee July 2006 - August 2009
Hillshire Brands July 2005 - July 2006
Deutsche Asset Management March 2003 - July 2005
Deutsche Asset Management October 2000 - March 2003
Skills
Instructional Design, Training, Change Management, SAP HR, SAP MM, SRM 5.0
Education
DePaul University
Master of Education (MEd), Elementary Education and Teaching
DePaul University
Master of Science (M.S.), Human Services, General
Northern Illinois University 1994 — 1999
Master of Arts (M.A.), Organizational Communication, General
The Sydell Group December 2010 - Present
Pyramid Hotel Group October 2009 - November 2010
Be Solar Energy May 2009 - October 2009
Deutsche Asset Management June 2008 - August 2008
Citi Alternative Investments - Tribeca Hedge Fund May 2007 - August 2007
Auerbach Grayson May 2006 - August 2006
Inseco Inc. June 2005 - August 2005
Four Seasons Hotels and Resorts July 2004 - July 2004
Skills
Financial Modeling, Microsoft Office, VBA, Photoshop, InDesign, Equities, Investments, Real Estate, Valuation, Finance, Asset Management, Financial Analysis, Business Development, Bloomberg, Real Estate Development, Management, Due Diligence
Education
Cornell University 2005 — 2009
Bachelor's Degree, Hotel Administration, Real Estate Finance
Riverdale Country School 1999 — 2005
Lycee Francais de New York 1990 — 1999
Glenmede Trust Company October 2008 - Present
Brooklyn NY Holdings, LLC July 2006 - October 2008
Olympia 2005 - 2006
Deutsche Asset Management 2003 - 2005
Goldman Sachs March 1994 - December 2003
First Boston 1991 - 1993
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Venture capital and entrepreneurship
Columbia Engineering 1987 — 1991
Bachelor of Science, Computer Science
UBS Investment Bank April 2015 - Present
Financial Services Projects, Technology, & Risk, LLC (FSTECHPROJ) November 2008 - Present
AERTH Business Technology, LLC February 2003 - Present
RBS Markets & International Banking February 2013 - May 2014
HSBC Securities April 2012 - February 2013
MF Global January 2011 - November 2011
MF Global March 2009 - January 2011
Soros Fund Management June 2003 - August 2008
JPMorgan Chase February 2004 - May 2005
Deutsche Asset Management April 2001 - October 2002
Skills
Risk Management, Fixed Income, Derivatives, Equities, Program Management, Trading, Portfolio Management, Electronic Trading, Mergers & Acquisitions, Hedge Funds, Financial Risk, Options, Interest Rate..., Dodd-Frank Act --..., Dodd-Frank Act -..., Financial Services, Asset Management, Trading Systems
Education
Agile University -- SCRUM course
Certified ScrumMaster
Assumption College
BSC, Economics, Marketing & Management
Columbia University - Columbia Business School
Fordham University
M.A., ABD, Economics
Global Thematic Partners, LLC July 2010 - Present
Deutsche Asset Management May 2000 - June 2010
Education
Columbia College (NY)
BA, Economics
Raytheon November 2009 - Present
Deutsche Asset Management November 2006 - December 2008
Deutsche Asset Management June 2000 - November 2006
State Street Global Advisors June 1990 - June 2000
Skills
Investments, Mutual Funds, Portfolio Management, Investment Strategies
Education
Suffolk University - Sawyer Business School 1986 — 1990
MBA, Finance
College of the Holy Cross 1980 — 1984
BA, Spanish and Sociology
Notre Dame Academy-Hingham,MA 1976 — 1980
College Prep
Barclays Investment Bank April 2013 - Present
Virtusa Corporation January 2012 - December 2013
JPMorgan Chase March 2011 - December 2011
Citi Group March 2007 - October 2010
Neuberger Berman October 2004 - February 2007
Deutsche Asset Management 2000 - October 2005
Skills
Fixed Income, Portfolio Management, Hedge Funds, Equities, Alternative Investments, Asset Managment, Bloomberg, Derivatives, Capital Markets, Mutual Funds, Investments, Series 7, Investment Banking, Securities, Trading, Private Equity, Asset Allocation, Series 63, Investment Management, Financial Analysis, Wealth Management, Project Management, Business Analysis, Series 6, Banking, Bonds, Asset Management, Risk Management
Education
Long Island University, Brooklyn Campus 1990 — 1992
MBA, Finance
City University of New York-Hunter College 1974 — 1979
BA, Finance
Franklin Templeton Investments May 2014 - Present
Deutsche Bank July 2012 - April 2014
Royal Bank of Scotland November 2009 - July 2012
Royal Bank of Scotland January 2008 - November 2009
Royal Bank of Scotland May 2006 - January 2008
JPMorgan March 2002 - April 2006
Deutsche Asset Management September 1999 - January 2001
Credit Agricole CIB 2001 - 2001
Skills
Media Relations, Strategic Communications, Public Relations, Corporate Communications, Crisis Communications, Reputation Management, Press Releases, Publications, Investor Relations, Marketing Communications, Communications Planning, Internal Communications, Corporate Social..., ETFs, Wealth Management, Communications Strategy, Crisis Management, Wealth Management..., Asset Management, Private Banking, Digital Media
Education
Columbia University - Columbia Business School 2008 — 2008
Executive Education Program, Strategic Marketing Management
Simmons College 1992 — 1996
BA, Education, Sociology, Economics
Compass March 2004 - Present
KPMG Audit January 2000 - March 2004
Accenture May 1998 - December 1999
Deutsche Asset Management January 1995 - February 1998
Education
ESCP Europe
MBA, Accounting, HR
Deutsche Bank Securities May 2011 - July 2014
Deutsche Asset Management September 2009 - May 2011
Skills
Equity Research, Portfolio Management, Investment Banking, Fixed Income, Economics, Capital Markets, Valuation, Financial Modeling, Corporate Finance, Equity Valuation
Education
Cornell University 2005 — 2009
Bachelor of Science, Applied Economics and Management
QS Investors, LLC January 2011 - Present
TMNG July 2010 - January 2011
IDB Asset Management January 2008 - July 2010
Deutsche Asset Management March 2001 - May 2004
Zurich Scudder Investments March 1996 - March 2001
Scudder, Stevens & Clark January 1993 - March 1996
Skills
Alternative Investments, Mutual Funds, Hedge Funds, Equities, Asset Management, Asset Allocation, Portfolio Management, Fixed Income, Investments, Investment Management, Investment Strategies, Bloomberg, Derivatives, Trading, Wealth Management
Education
Dowling College 1988 — 1992
BS, Accounting
JP Morgan Asset Management May 2010 - Present
Deutsche Asset Management February 2002 - May 2010
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance
University of Mysore 1990 — 1994
B Eng, Computer Science
Deustche Bank June 2011 - Present
Deutsche Asset Management May 2004 - May 2011
Fiduciary Trust Company October 1995 - December 1998
Skills
Spanish, Strategic Planning, Asset Managment, Corporate Finance, Institutional Sales, Alternative Investments, Business Development, Financial Analysis, Business Strategy, Mutual Funds, Fixed Income, Analysis, Asset Management, Capital Markets, Equities, Investments, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 2000 — 2003
MBA
Wake Forest University 1989 — 1993
BS
a financial service company March 2011 - Present
Inside Ultrasound, Inc. July 2005 - November 2010
McHenry School District 15 2003 - 2010
United Rentals 2003 - 2005
Deutsche Asset Management April 1996 - August 2002
Scudder Investments April 1996 - August 2002
Zurich Scudder Investments April 1996 - August 2002
Zurich Financial Services April 1996 - August 2002
Education
College for Financial Planning 2011 — 2011
Registered Paraplanner
Northern Illinois University 1992 — 1994
BS, Accountancy
QS Investors, LLC August 2010 - Present
Deutsche Asset Management January 2001 - August 2010
New York Daily News August 1999 - January 2001
Skills
Project Management, Editorial, Social Networking, Process Improvement, Analysis, Risk Management, Outlook, Data Analysis, Microsoft Office, Negotiation, Editing, Human Resources, Microsoft Word, Team Building, Management, Leadership, PowerPoint, Travel Arrangements, Sales, Access, Strategic Planning, Nonprofits, Financial Modeling, Banking, Training, Recruiting, Photoshop, Microsoft Excel, Employee Relations, Fundraising, Vendor Management, Research, Public Relations, Public Speaking, Business Analysis, Event Management, Time Management, Social Media, Customer Service, Budgets, Contract Negotiation, Event Planning, Creative Writing
Education
Hunter College 1992 — 1997
B.A., English, Social Sciences, Art History
New York University
Project Management
Deutsche Asset Management February 2006 - Present
Bank of America 2004 - 2006
FleetBoston Financial June 1999 - March 2004
Federal Deposit Insurance Corporation April 1991 - April 1997
Skills
Asset Management, Fixed Income, High Yield, Leveraged Finance, Credit Analysis, Credit, Fundamental Research, Investments, Financial Modeling
Education
Columbia Business School 1997 — 1999
MBA, Finance and Financial Management Services
The University of Connecticut 1986 — 1990
Bachelor of Science (B.S.), Finance and Financial Management Services, Magna Cum Laude
Black Rock, Inc August 2012 - Present
Transition Period October 2011 - August 2012
MacKay Shields July 2006 - October 2011
Deutsche Asset Management June 2003 - June 2006
Baring Asset Management April 2000 - September 2002
Skills
Series 7, Bonds, Trading, Leveraged Finance, Investments, Financial Services, High Yield, Fixed Income, Mutual Funds, Loans, Asset Management, Equities, Portfolio Management, Securities, Bloomberg, Hedge Funds, Investment Banking, Derivatives, Investment Management
Education
DeSales University 1990 — 1994
Liberal Arts, History, Philosophy
Deutsche Asset Management November 1994 - Present
DRI/McGraw-Hill 1975 - 1994
Education
Cornell University
BA, English Language and Literature, General
Garrison Securities LLC 2012 - 2013
Dimitra, LLC March 2010 - December 2011
Deutsche Asset Management 2007 - 2009
Citi 2004 - 2005
Deutsche Bank 1999 - 2004
Chase Securities 1993 - 1997
Skills
Investor Relations, Product Development, Competitive Analysis, Real Estate, Private Equity, Project Management, Corporate Communiations, Qualitative Research, Asset Management, Marketing Research, Alternative Investments, Product Management, Fixed Income, Hedge Funds, Mutual Funds, CRM, Financial Services, Hold Series 7, Change Management, Business Process..., Marketing, Marketing Communications, Business Strategy, Strategy, Banking, Market Research, Market Strategy, Product Marketing, Marketing Management, Marketing Strategy, Event Planning, Program Management, Mergers & Acquisitions, Strategic Planning
Education
Columbia Business School 1997 — 1999
Master of Business Administration (MBA)
University of Pennsylvania 1988 — 1992
Bachelor of Arts (BA), Economics
Deutsche Asset Management September 2005 - Present
Brown Brothers Harriman March 2004 - August 2005
J.P. Morgan Asset Management August 2000 - February 2004
J.P. Morgan August 1998 - July 2000
Skills
English, Microsoft Word, Microsoft Excel, Research, Microsoft Office, Asset Management, Outlook, Windows, Fixed Income, Customer Service, PowerPoint
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance, General, 3.8
Fordham University 1994 — 1998
Bachelor's Degree, International Marketing and Finance, 3.6
TD August 2013 - Present
EMC February 2011 - Present
TD February 2000 - June 2011
Deutsche Asset Management February 2000 - April 2009
Education
University of Maryland Baltimore County 1995 — 2001
Computer Engineering
City University of New York-Brooklyn College 1997 — 2000
Bachelor's degree
City University of New York 1996 — 2000
Bachelor of Science
Deutsche Asset Management 2007 - Present
EH Capital 2004 - 2007
Brown Brothers Harriman 2000 - 2003
Skills
Credit Research, Financial Modeling, Relative Value Analysis, Debt Capital Markets, Industry Analysis, Risk Analysis, High Yield Investments, Credit, Competitive Analysis, Analysis, Portfolio Management, Capital Markets, Bonds, Credit Rating, Leveraged Finance, High Yield, Structured Finance, Financial Structuring, Fixed Income, Investments, Hedge Funds, Bloomberg
Education
Drexel University
Bachelor of Science (B.S.), International Area Studies
Jacobs Levy Equity Management April 2002 - Present
Deutsche Asset Management March 1998 - April 2002
J.P. Morgan Asset Management July 1994 - March 1998
Education
Cornell University
Bachelor of Arts (B.A.), Mathematics and Computer Science
Cornell University
Master of Business Administration (M.B.A.)
Endurance January 2009 - Present
Deutsche Asset Management August 2006 - April 2008
Brown Brothers Harriman June 1999 - August 2003
JPMorgan Chase April 1988 - July 1996
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Photoshop, Strategic Planning, Budgets
Education
Fairfield University
Bachelor of Arts (B.A.), Political Science and Government
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Management Information Systems
Deutsche Asset Management 2005 - 2014
Bank of America 2001 - 2005
Scudder Investments 1996 - 2001
Education
Fairfield University 1992 — 1996
Bachelor's Degree, Finance, General
Belmont High School, Belmont, Massachusetts 1988 — 1992
Deutsche Asset Management 2005 - Present
MONY Capital Mgmt 1983 - 2005
Education
New York University 1986 — 1988
Master of Business Administration (MBA), Finance
Columbia University in the City of New York 1977 — 1981
Bachelor's degree, Economics