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
SRE Solutions LLC - strategy development & funding for transitional & growth-focused companies 2007 - Present
Integral Board Group, LLC April 2015 - Present
Women in the Boardroom February 2015 - Present
University Settlement 2008 - Present
The Door - A Center of Alternatives June 2014 - Present
Credit Suisse Asset Management January 2006 - May 2007
Citigroup Global Markets, Inc. December 2003 - August 2005
Deutsche Asset Management 2000 - 2003
Bankers Trust 1996 - 2003
Deutsche Asset Management 1998 - 2000
Skills
Strategy Formulation, Business Development, Business Analysis..., Restructuring, Mergers, Divestitures, Joint Ventures, International Product..., Platform Development, Investment Management, Investments, Hedge Funds, Alternative Investments, Commodity Pools, Global Investment..., ETFs, Leadership, Mergers & Acquisitions, Asset Management, Equities, Fixed Income, Strategic Partnerships, Executive Management, Securities, Asset Allocation, Trading, Finance, Non-profit Board..., Banking, Fundraising, Non-profit Leadership, Organizational..., Private Equity, Structured Finance, Business Planning
Education
Hofstra University School of Law
Juris Doctor (J.D.)
Village of Hoffman Estates January 2015 - Present
Village of Hoffman Estates April 2008 - January 2014
Baird & Warner 2002 - 2008
Deutsche Asset Management June 1989 - June 2002
Hartmarx Corporation 1984 - 1989
Skills
Databases, Database Administration, Technical Support, Data Analysis, System Administration, Programming, Troubleshooting, SDLC
Education
Harper College
Associate of Arts and Sciences (AAS), Computer Science
vAuto August 2015 - Present
Travelzoo December 2012 - August 2015
Cars.com February 2011 - February 2012
Cars.com March 2009 - February 2011
Cars.com March 2008 - March 2009
Cars.com October 2006 - March 2008
Deutsche Asset Management September 2004 - December 2005
Skills
Sales Operations, Team Leadership, Coaching, Mentoring, Change Management, Salesforce.com, Customer Service, Developing Talent, Project Management, Process Improvement, Policy Writing, Lead Management, Cross-functional Team..., Sales, Six Sigma, Leadership, Management, CRM, Analytics, Online Advertising, Process Simulation, Recruiting, Strategy, Start-ups
Education
Loras College 2000 — 2004
B.A, Marketing/Management
Itau USA Asset Management July 2013 - October 2014
Partners Group USA Inc March 2011 - July 2013
Deutsche Asset Management August 2007 - April 2011
MORGAN STANLEY INVESTMENT MANAGEMENT, INC July 2006 - July 2007
TD WATERHOUSE INSTITUTIONAL May 2005 - June 2006
AIG Global Investment Group March 2003 - May 2005
U.S. TRUST October 2001 - December 2002
CITIGROUP ASSET MANAGEMENT January 1999 - October 2001
DKB SECURITIES USA CORP January 1997 - January 1999
Skills
Investments, Hedge Funds, Fixed Income, Series 7, Equities, Series 63, Series 24, Asset Management, Mutual Funds, Portfolio Management, Investment Management, Private Equity
Education
Illinois Institute of Technology
M.S, Architecture
University of San Francisco
B.A, Political Science; International Relations
The Huffington Post December 2014 - Present
Deutsche Asset Management July 2012 - December 2014
Students of Georgetown, Inc. April 2011 - April 2012
Georgetown Admissions Ambassador Program April 2010 - April 2012
Hinshaw & Culbertson LLP June 2008 - August 2008
Skills
Wealth Management, Public Speaking, Nonprofits, Management, Microsoft Office
Education
Georgetown University 2008 — 2012
Bachelor of Arts (BA), English Language and Literature, General
Universitat Pompeu Fabra
Villa le Balze of Georgetown
Morningstar April 2015 - Present
Morningstar January 2014 - Present
Morningstar April 2013 - December 2013
Morningstar January 2008 - March 2013
Morningstar November 2006 - December 2007
Envestnet Asset Management April 2005 - October 2006
Deutsche Asset Management 1999 - 2004
Education
Loyola University Chicago 2005 — 2007
MSHR, Masters in Human Resources
Missouri State University 1995 — 1999
BS, Marketing Management
Citibank January 2010 - Present
Deutsche Asset Management March 1998 - November 2009
Synergy Log-In Systems (a Globsyn Group Company) 1995 - 1996
Skills
Project Planning, Project Implementation, Project Coordination, Certified :ITIL v3..., PMP, Derivatives, Vendor Management, ITIL, Data Warehousing, Asset Managment, Foundations, Change Management, Middle Office, PMO, Risk Management, Asset Management
Education
Goa University 1992 — 1995
MCA, Computer Applications
Avascent August 2014 - Present
Students of Georgetown, Inc. September 2010 - May 2014
IHS (Merged with PFC Energy in 2013) January 2013 - January 2014
Deutsche Asset Management June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Investments, Social Media, Microsoft Excel, Financial Modeling, Persuasive Presentations, International Relations, Fundraising, Sales, Strategy, Valuation, Research, Analysis, Management Consulting, Data Analysis, Economics
Education
Georgetown University 2010 — 2014
BSFS, School of Foreign Service, Honors
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2013
Business Bridge Program
St. Paul's School 2006 — 2010
Principal Global Investors March 2014 - Present
Munder Capital Management December 2011 - March 2014
Wells Capital Management January 2009 - December 2011
Evergreen Investments October 2007 - December 2008
Deutsche Asset Management September 1999 - October 2007
Skills
Mutual Funds, Retirement, Investment Strategies, Alternative Investments, Options, Banking, Series 7, Insurance, Asset Management, Asset Allocation, Equities, Series 63, Finance, Investment Management, Hedge Funds
Education
Hofstra University 1992 — 1996
BA, International Business
Bryant Highschool 1989 — 1992
CIT June 2015 - Present
FFTW / BNP Paribas Investment Partners September 2011 - May 2015
Consultant February 2010 - September 2011
IDB Bank March 2008 - January 2010
various locations May 2007 - February 2008
Aspect Capital May 2004 - May 2007
Deutsche Asset Management August 1999 - March 2004
Education
Imperial College London 2002 — 2004
MSc, Mathematical Finance
The University of Manchester 1994 — 1999
BA, Economics
Haberdashers' Aske's Boys' School 1983 — 1994
Adrian Gallo Studios January 2011 - Present
Signature Fitness May 2008 - December 2010
Nest Egg Development LLP January 2005 - January 2008
DialAmerica February 2004 - November 2004
Deutsche Asset Management May 2003 - January 2004
Maersk Line November 2002 - May 2003
Ricoh Business Solutions October 2000 - October 2001
Skills
Photography, Graphic Design, Marketing Strategy, Direct Mail, Sales, Advertising, Logo Design, Web Design, Social Media, Social Media Marketing, Brand Development, Corporate Branding, Online Marketing, Video Production, Social Networking, Public Relations, Corporate Events, Event Planning, Microsoft Office, Typography, Creative Direction, Adobe Creative Suite, PowerPoint, Creative Strategy, Email Marketing, Employee Relations, Photoshop, InDesign, Adobe Muse, Illustrator
Education
Montclair State University
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Consulting 2014 - 2015
TIAA-CREF February 2007 - March 2013
Consulting May 2005 - January 2007
athenahealth January 2003 - April 2005
Deutsche Asset Management July 2001 - August 2002
Boston Equiserve/ Equiserve/ Computershare October 1996 - May 2000
U.S. Bank April 1992 - March 1996
Skills
Strategy, Leadership, Change Management, Management, Process Improvement, Business Process..., Mergers & Acquisitions, Finance, Strategic Planning, Financial Services, Risk Management, Executive Management, Business Analysis, Customer Service, Strategic Financial..., Budgets, Business Strategy, Vendor Management, Sales Operations, Business Planning, Integration, Cross-functional Team...
Education
Harvard Business School
Master of Business Administration (MBA)
Middlebury College
Bachelor of Arts (B.A.), cum laude, English Literature
Deutsche Asset Management December 2006 - May 2012
Wells Fargo Capital Finance (formerly Wachovia Capital Management) April 2000 - October 2006
PFPC Inc. Worldwide October 1998 - April 2000
Skills
Mergers & Acquisitions, Portfolio Management, Securities, Risk Management, Investment Management, Private Equity, Banking, Investments, Nonprofits, Investment Banking, Capital Markets, Equities, Hedge Funds, Finance, Fixed Income, Mutual Funds
Education
Monmouth University
Bachelor of Science (BS), Business Administration and Management
Monmouth University, New Jersey
MBA, International Economics
Boston Common Asset Management August 2014 - Present
Batterymarch Financial Management June 2007 - July 2014
Standish Mellon Asset Management 2006 - 2007
Deutsche Asset Management June 2005 - August 2005
Analysis Group, Inc. March 2000 - July 2004
Skills
Emerging Markets, Asia Equities, Valuation, Financial Modeling, Equities, Portfolio Management, Investments, Asset Management, Market Analysis, Equity Research, Technical Analysis, Asset Managment, Bloomberg, Mutual Funds, Investment Management, Alternative Investments, Asset Allocation
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
MBA
Tufts University 1998 — 2000
M.A., Economics
Wuhan University
B.A., International Finance
ASH Strategy January 2010 - Present
Right Blend Investing, LLC May 2012 - March 2014
T4 Holdings, LLC January 2010 - December 2011
IDB Bank October 2007 - December 2009
HALOGEN PARTNERS March 2006 - March 2007
Deutsche Asset Management January 1999 - December 2005
Scudder Investments 1999 - 2002
DELTEC ASSET MANAGEMENT CORPORATION January 1997 - January 1999
NEUBERGER and BERMAN January 1993 - January 1997
BANKERS TRUST COMPANY January 1986 - January 1993
Skills
Equities, Portfolio Management, Asset Allocation, Asset Management, Investment Strategies, Investments, Fixed Income, Global Macro, Investment Management, Asset Managment, Mutual Funds, Derivatives, Hedge Funds, Bloomberg, Trading, ETFs, Hedging, Investment Advisory, Tactical Asset..., Financial writing, Finance, Capital Markets, Securities, Emerging Markets, Hedging Strategies, Alternatives, Alternative Investments, Mergers, Infrastructure Investing, ESG Investing, Risk Management
Education
Fordham University 1986 — 1989
M.B.A
Princeton University 1977 — 1981
AB
St. George's School
BlackRock March 2011 - Present
QS Investors, LLC August 2010 - March 2011
Deutsche Asset Management December 1997 - July 2010
Macquarie Group December 1991 - July 1996
Skills
Asset Allocation, Portfolio Management, Investments, Fixed Income, Quantitative Analytics, Portfolio Optimization, Financial Risk, Investment Strategies, Quantitative Analysis, Hedge Funds, Mutual Funds, ETFs, Derivatives, Valuation, Financial Modeling, Quantitative Finance, Risk, Risk Models
Education
University of New South Wales 1994 — 1995
Master of Commerce, Econometrics and Finance
Macquarie University 1989 — 1991
Bachelor of Economics, Actuarial Studies
Boston Partners April 2011 - Present
Robeco Investment Management March 2006 - April 2011
Deutsche Asset Management 2002 - 2006
Skills
Institutional Business..., Alternative Investments, Investment Management, Asset Management, Equities, Institutional..., Consultant Relations, Networking, Fundraising, Relationship Management, Value Investing, New Business Development, Investor Relations
Education
Middlebury College 1997 — 2001
B.A., International Politics & Economics
JPMorgan Chase & Co. June 2015 - Present
Deutsche Asset Management March 2012 - June 2015
Deutsche Asset Management January 2011 - December 2011
Capital Forensics May 2010 - December 2010
Liberty Tax Service February 2010 - April 2010
Liberty Tax Service January 2009 - April 2009
Skills
Portfolio Management, Securities, FX Cash Settlements, Bloomberg, Transaction Lifecycle..., Continuous Linked..., Investments, Asset Allocation, Axys, Fixed Income, Cash Management, Global Client Service..., Equities, Bonds, Charles River IMS, Money Market Accounts, Global Directive..., Market Intelligence, Hedge Funds, Same Day Cash Management, Charles River, PIMS Reporting, Inventory/Maturity..., FX and Equities, Cash Position, DTC, Pega PRPC, IDDA, Titan, Cosmic, Middle Office
Education
University of Illlinois at Chicago 2008 — 2010
Bachelor of Science, Accounting
Harper College 2005 — 2007
A.A and A.S, Business and Management
1125group Inc. January 2013 - Present
Deutsche Bank April 2009 - January 2012
Deutsche Asset Management December 2004 - January 2012
SecurTour 2002 - 2004
Merrill Lynch Investment Managers 1999 - 2003
Morgan Stanley Investment Management 1994 - 1999
Barclays Global Investors 1992 - 1994
Morgan Stanley 1981 - 1992
Skills
Change Management, Strategic Planning, Operations Management, Asset Management, Restructuring, Asset Managment, Business Development, Capital Markets, Equities, Fixed Income, Financial Services, Governance, IT Management, Integration, IT Strategy, Investment Banking, Leadership, Management, Mergers & Acquisitions, Outsourcing, Portfolio Management, Program Management, Project Management, Risk Management, Strategic Vision, Strategy, Trading Systems, Vendor Management, Business Transformation
Education
New York University - Leonard N. Stern School of Business 1984 — 1985
Finance
Marquette University 1977 — 1981
BS, Finance, Operations Research
RBC Capital Markets May 2014 - Present
Deutsche Asset Management September 2005 - June 2013
Skills
Agency MBS, Portfolio Management, Investment Management, Bloomberg, Financial Markets, Financial Modeling, Fixed Income, Asset Allocation, Investment Strategies, Mutual Funds, Derivatives, Bonds, Interest Rate..., Interest Rate Risk..., Regulatory Analysis, Trading, Investments, MBS, Asset Management, Fixed Income Analysis, Portfolio Optimization, Institutional..., Bloomberg Terminal
Education
NYU Stern School of Business 2009 — 2012
Master of Business Administration (MBA), Strategy
Georgetown University 2001 — 2005
BSBA, Finance, General
Hunter College High School
Citi Private Bank June 2015 - Present
J.P. Morgan August 2013 - June 2015
J.P. Morgan June 2012 - August 2012
Deutsche Asset Management August 2008 - June 2011
Skills
Series 7 & 63
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance & Management
Georgetown University - The McDonough School of Business 2004 — 2008
BSBA, Finance & International Business, English
The Episcopal Academy 2000 — 2004
Bloomberg Intelligence 2013 - Present
Lord Abbett 2006 - 2013
Fiduciary Trust Company 2004 - 2006
Deutsche Asset Management 2000 - 2004
S&P 1999 - 2000
UBS Investment Bank 1996 - 1999
JP Morgan Chase 1992 - 1996
WFUV 1988 - 1992
Skills
Valuation, Equities, Credit, Hedge Funds, Investment Banking, Capital Markets, Equity Research, Mutual Funds, Bloomberg, Alternative Investments, Portfolio Management, Fixed Income, Equity Valuation, Finance, Financial Modeling, Derivatives, Investments, Investment Management, Series 7, Investment Strategies, Asset Managment, Asset Allocation, Securities, Chartered Financial..., Financial Services, Leadership, Asset Management, Due Diligence, Trading
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA
Fordham University 1988 — 1992
Bachelor of Arts (BA)
Xavier High School 1984 — 1988
Deutsche Asset Management October 2008 - Present
Deutsche Bank AG May 2006 - October 2008
Barclays Capital November 2004 - May 2006
Risk Capital Management LLC October 2002 - October 2004
Crédit Agricole Indosuez September 1998 - May 2002
Skills
Risk Management, Financial Risk, Credit Risk, Market Risk, Liquidity Risk, Operational Risk..., Project Management, Team Leadership, Change Management, Asset Managment, Buy-side, Hedge Funds, Mutual Funds, Quantitative Risk
Education
Fordham University 2000 — 2002
Bachelor of Science, Business and Administration; finance
Montgomery High School 1993 — 1997
Diploma
Sierra Mutual Funds and Ocean Park SMA's June 2011 - Present
Deutsche Asset Management January 2007 - May 2011
Stage and Film Actor October 2005 - January 2011
Skills
Mutual Funds, Series 7, Investments
Education
Hartwick College 1997 — 2001
BA, Business Management
Global Fund Group, LLC 2007 - Present
LPL 2005 - 2007
AIG Advisor Group 2003 - 2005
Source Capital Group 1997 - 2003
United Nations 1997 - 1997
Deutsche Asset Management 1994 - 1997
Merrill Lynch 1992 - 1994
Skills
Alternative Investments, Portfolio Management, Investment Management, Hedge Funds, Strategy, Investments, Philanthropy, Principles of Economics
Education
Harvard Business School 2004 — 2004
Financial Management
Pepperdine University School of Law 1991 — 1991
Strauss Institute
Fuller Theological Seminary 1989 — 1991
MA, Theology & Intercultural Studies
Gordon College 1984 — 1989
BS, Business Administration & Exercise Physiology
McGill University 1986 — 1987
Physical Education
Tabor
Standard Charterd Bank March 2009 - Present
Deustche Bank June 2006 - December 2008
Deutsche Bank June 2006 - June 2007
Deutsche Asset Management June 2000 - June 2005
DWS Investments 2001 - 2005
DWS Holding & Services 2001 - 2005
Bankers Trust 1996 - 1998
JPMorgan 1994 - 1996
JP Morgan 1994 - 1996
Skills
Management, Business Intelligence, Budgets, Investment Banking, Hedge Funds, BPO, Strategy, Asset Managment, Executive Management, Alternative Investments, Financial Risk, Mutual Funds, Equities, Risk Management, Negotiation, Cross-functional Team..., Credit Derivatives, Options, Portfolio Management, Investment Management, Bloomberg, Derivatives, Software Development, Team Management, Investments, Financial Services, Banking, Leadership, Databases, Electronic Trading, Trading, Market Data, Security, FX Options, Capital Markets, Trading Systems, Fixed Income, Back Office, Middle Office, Financial Markets, Market Risk, Securities, Equity Derivatives, Asset Management, Emerging Markets, Bonds, Prime Brokerage, Structured Products, Swaps
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Massachusetts Institute of Technology 1984 — 1987
MS, EECS
UET Lahore
Deutsche Asset Management November 2010 - January 2012
Deutsche Asset Management 1987 - November 2010
Zurich Scudder Investments / Deutsche Asset Management, New York 1999 - 2001
Scudder Kemper Investments 1992 - 1998
Kemper Financial Services 1987 - 1992
Skills
Alternative Investments, Equities, Fixed Income, Portfolio Management, Capital Markets, Asset Managment, Risk Management, Vendor Management, Hedge Funds, Derivatives, IT Strategy, Asset Management, Business Strategy, FX Options, Strategy, Financial Services, Outsourcing, Business Intelligence, Management, Finance, Trading, Leadership, CRM, Trading Systems, Mutual Funds, Financial Risk, Banking, Investments, Financial Markets, Investment Banking
Education
Northern Illinois University 1985 — 1987
MS, Computer Science
Northern Illinois University 1981 — 1985
BS, Political Science
London Business School
GTO Leadership Programme
Russell Investments September 2011 - Present
Ermitage November 2009 - July 2011
M. Safra & Co. January 2005 - December 2008
Bank of America February 2002 - January 2005
Deutsche Asset Management October 2000 - February 2002
Kenmar June 1998 - October 2000
Winklevoss Consultants March 1996 - May 1998
Skills
Hedge Funds, Market Research, Quantitative Analysis, Client Relationship..., Client Interfacing, Global Macro, Tactical Asset..., Team Building, Alternative Investments, Fixed Income, Quantitative Analytics, Equities, Asset Management, Investment Management, Investment Strategies, Investments, Portfolio Management, Trading, CRM, Capital Markets, Asset Allocation, Due Diligence, Mutual Funds, Private Equity
Education
Middlebury College 1989 — 1994
Bachelor of Science
Darien High School
Darien High School
Darien High School
Middlebury College
Standard & Poor's 2013 - 2015
Barclays Capital (legacy Lehman Brothers) 2007 - 2013
Citigroup 2003 - 2007
Deutsche Asset Management 2000 - 2003
Bankers Trust 1996 - 2000
Education
Fordham University School of Law 1992 — 1995
JD
St. John Fisher College 1988 — 1992
BA, History, Politcal Science
J.P. Morgan December 2014 - Present
Deutsche Bank February 2009 - December 2014
Deutsche Asset Management April 2002 - January 2009
Zurich Scudder Investments March 2001 - March 2002
E7TH.COM March 2000 - December 2000
BNY Mellon March 1999 - March 2000
JPMorgan Chase March 1998 - March 1999
Northern Trust Corporation March 1989 - March 1998
Education
London Business School
GTO Leadership Programme
Cannon Financial Institute
Certificate in Corporate Trust Operations, University of North Carolina, Charlotte, NC
Cannon Financial Institute
Certificate in Trust Operations, Pepperdine University, Malibu, California
Northwestern University
University College - Certificate in Accounting
University of Illinois at Urbana-Champaign
B.S. in Economics
Deutsche Asset Management March 2015 - Present
Deutsche Asset Management May 2012 - Present
OnPath Financial, LLC January 2009 - May 2012
Mercer July 2006 - November 2008
Skills
Financial Planning, Wealth Management, Mutual Funds, Investments, Strategic Financial..., Financial Advisory, Investment Management, Financial Services, Consulting, Finance, Securities
Education
Miami University 2002 — 2006
Bachelors of Science, Finance
St. Charles East High School 1998 — 2002
Deutsche Asset Management April 2014 - Present
Cetera Financial Group July 2010 - March 2014
Benjamin & Birkenstein, P.C. May 2008 - July 2010
AXA Advisors August 2006 - May 2009
Skills
Series 7, Series 66, Series 24, Life & Health Insurance..., Securities, Investment Advisory..., Asset Allocation, Finance, Insurance, Investments, Retirement Planning, Series 63, Uniform Combined State..., Wealth Management
Education
Illinois State University 2001 — 2006
Bachelor of Applied Science (B.A.Sc.), Psychology & Business Administration
Mercer 2013 - Present
Deutsche Asset Management 2006 - 2012
AllianceBernstein 2001 - 2004
Peppers and Rogers Group 1999 - 2001
Scudder Investments 1993 - 1999
American Express 1984 - 1993
Skills
Marketing Strategy, Marketing, Marketing Communications, Segmentation, Program Management, Strategy, Analytics, Social Media Marketing, Financial Services, Competitive Analysis, Strategic Partnerships, Digital Marketing, Brand Development, Management
Education
MIT Sloan School of Management 2004 — 2005
Masters
Illinois Municipal League April 2010 - June 2013
Deutsche Asset Management September 2005 - September 2008
Skills
Requirements Gathering, SQL, Business Analysis
Education
University of Illinois at Urbana-Champaign 2002 — 2004
Master of Library & Information Science (MLIS)
Knox College 1992 — 1996
BA, Computer Science
Illinois Mathematics and Science Academy 1989 — 1992
Diploma, 9-12
Amazon Web Services May 2013 - Present
A.T. Kearney May 2012 - July 2012
Deutsche Asset Management March 2012 - April 2012
Hewlett-Packard June 2010 - July 2011
eInfochips August 2008 - June 2010
eInfochips June 2006 - August 2008
ISRO January 2006 - May 2006
Skills
Management Consulting, Marketing, R&D, Pre-sales, Business Analytics, Product Marketing, Business Development, CRM, Online Marketing, Marketing Strategy, Project Management, Problem Solving, Product Management, Business Strategy, Project Planning, Competitive Analysis, SEO, Strategy, Integrated Marketing, Analytics, Cross-functional Team...
Education
University of Michigan 2011 — 2013
MBA, Strategy
Gujarat University 2002 — 2006
B.E., Electronics & Communication
self January 2009 - Present
Deutsche Asset Management April 1998 - December 2008
Deutsche Bank 1997 - 2008
Prison Fellowship, DC January 1986 - June 1995
Harold Shaw Publishers September 1980 - December 1984
Education
Gordon College 1964 — 1967
Education
PNC Wealth Management December 2012 - Present
Deutsche Asset Management April 2007 - June 2012
INVESCO Asset Management April 1992 - March 2007
Skills
Customer Service, Microsoft Office, Teamwork, Management, Financial Analysis, Marketing Communications, Strategic Planning, Investments, Sales Management, Research, Social Media, Event Planning, Public Speaking, Bloomberg, Analysis, Equities, Bonds, ETFs, Asset Management, Trading, Investment Strategies, Alternative Investments, Wealth Management, Hedge Funds, Financial Modeling, Valuation, Emerging Markets, Investment Management, Currency, Financial Markets, Derivatives, Securities, Investment Banking, Mutual Funds, Credit Derivatives, Finance, Quantitative Analytics, Institutional..., Asset Allocation
Education
Indiana University - Kelley School of Business 1981 — 1985
Bachelor of Science (B.S.), Quantitative Business Analysis, (Management Information Systems)
S&P Dow Jones Indices 2007 - Present
Northern Trust Global Investments 2003 - 2007
Deutsche Asset Management 2000 - 2003
The Bank of New York 1987 - 2000
Donaldson Lufkin and Jenrette 1986 - 1987
First Fidelity Bank 1984 - 1986
Superior Court of New Jersey 1983 - 1984
Skills
Equities, Asset Management, Trading, Equity Derivatives, ETFs, Structured Products, Portfolio Management, Options, Technical Analysis
Education
Syracuse University College of Law 1980 — 1983
JD, Law
Lehigh University - College of Business and Economics 1976 — 1980
BS, Finance
Newark Academy 1970 — 1976
All Mountain Transportation September 2007 - Present
Deutsche Asset Management January 2006 - July 2007
Bank of America December 2004 - January 2006
Mizuho Corporate Bank August 2001 - December 2004
KBC Bank May 1989 - January 2001
Education
Lafayette College 1983 — 1988
BA, Economics and Business
Samsung July 2015 - Present
Microsoft 2014 - 2015
Clarisonic - a L'Oreal company 2013 - 2014
L'Oréal 2011 - 2014
CB Richard Ellis 2010 - 2011
Deutsche Asset Management 2008 - 2010
Waters, McPherson, McNeill P.C. 2004 - 2008
Croda 2002 - 2004
Skills
Accounts Payable, Accounts Receivable, Account Reconciliation, Forecasting, Accounting, Financial Reporting, Credit, Customer Service, Process Improvement, Variance Analysis, Internal Controls, Financial Analysis, Budgets, Finance, Leadership, Management
Education
Montclair State University 2007 — 2010
MBA, Accounting
William Paterson University of New Jersey 1999 — 2004
BS, Finance
Hartford Investment Management Co. (HIMCO) Managing DirectorHartford Investment Management Co.
Goldman Sachs November 2009 - September 2015
Deutsche Asset Management May 2002 - October 2009
Lazard Asset Management 1997 - May 2002
Skills
Fixed Income, Hedge Funds, Equities, Asset Management, Private Equity, Asset Managment, Investments
Education
New York University, Stern School of Business 1993 — 1996
Master of Business Administration (MBA), Finance, General
Lehigh University - College of Business and Economics 1987 — 1991
Bachelor of Science (BS), Business and Economics
Babson Capital Management May 2014 - Present
Babson Capital Management 2008 - 2014
Deutsche Asset Management 2006 - 2006
Mission National Bank 2003 - 2005
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2007
Master of Business Administration (MBA)
University of California, Berkeley 1999 — 2002
B.S.
Calamos Investments April 2010 - Present
Deutsche Asset Management December 2006 - April 2010
Hansberger Global Investors September 1996 - December 2006
Van Kampen Investments March 1986 - September 1996
Skills
Securities, Compliance, Corporate Law, Mutual Funds, Asset Management, Risk Management, Team Building, Contract Negotiation, Negotiation, Financial Services, Investments, Series 7, Legal Compliance, Derivatives, Hedge Funds, Financial Risk, Series 24, Securities Regulation, AML, Banking, Asset Managment, Due Diligence, SEC, FINRA, Alternative Investments, Investment Management, Portfolio Management, Corporate Governance, Finance, Structured Finance, Fixed Income, Private Equity, Joint Ventures, Insurance, Mergers & Acquisitions, Series 63, Corporate Finance, ETFs, Equities, Investment Company Act, Capital Markets, Venture Capital, Financial Markets, Investment Advisory, Executive Management, Financial Regulation, Investor Relations, IPO, Fund Of Funds, Licensing
Education
University of Tulsa College of Law 1974 — 1977
JD, Law
Northern Illinois University 1973 — 1974
Masters, Economics
Illinois Wesleyan University 1969 — 1973
B.A., E
Tour Capital Management March 2014 - September 2014
KeyBanc Capital Markets September 2011 - February 2014
Indiana University Foundation June 2010 - May 2011
MDT Advisers April 2007 - July 2009
Deutsche Asset Management July 2006 - April 2007
Standish Mellon Asset Management July 2004 - September 2005
Investors Bank & Trust September 2003 - July 2004
Skills
Equity Research, Financial Modeling, Fundamental Analysis, Bloomberg, Asset Management, Portfolio Management, Equity Valuation, Mutual Funds, Valuation, Value Investing, DCF, Capital IQ, Factset, MBA, Series 7, Series 63, Financial Analysis, Investment Management, Microsoft Excel, Equities, Investments, Finance, Securities, Microsoft Office, Corporate Finance, Analysis, Investment Strategies, Hedge Funds
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Finance, Accounting
Connecticut College 1999 — 2003
B.A., Economics
Xaverian Brothers High School 1995 — 1999
High School
Linklaters April 2015 - Present
Morgan, Lewis & Bockius LLP November 2014 - March 2015
Bingham McCutchen July 2012 - November 2014
Morgan, Lewis & Bockius LLP October 2008 - July 2012
Deutsche Asset Management April 2002 - September 2005
Skills
Securities Regulation, Legal Writing, Legal Research, Securities, Due Diligence
Education
University of Baltimore School of Law 2005 — 2008
Juris Doctor, Magna Cum Laude
Ithaca College 1997 — 2001
Bachelor of Arts, Magna Cum Laude
Deutsche Asset Management August 2007 - May 2015
State Street Bank 2004 - 2006
State Street Bank 2001 - 2004
Skills
Bloomberg Financial..., Performance & Analytics..., "My state street"..., Navigator Pricing..., US GAAP and Financial..., MS office applications;..., Excellent..., Ability to handle..., Financial Reporting, Accounting, Fund Accounting, Fund Administration, Financial Services, Asset Management, Auditing, Equities, Portfolio Management, Mutual Funds, Internal Controls, Finance, Financial Analysis
Education
Keller Graduate School of Management of DeVry University 2004 — 2006
Master of Business Administration (MBA), Finance
University of Massachusetts Boston 1998 — 2001
Bachelor's of Science, Finance
Deutsche Asset Management November 2007 - September 2014
Skills
Capital Markets, Portfolio Management, Asset Management, C++, R, Python, Oracle SQL Developer, Foreign Currency, Commodity, Investments, Microsoft Office, NLP(Korean), Matlab, Bloomberg
Education
University of California, Berkeley, Haas School of Business 2015 — 2016
Financial Engineering, Master's degree
한양대학교
Deutsche Asset Management March 2015 - Present
Deutsche Asset Management-Deutsche Bank October 2013 - Present
Lenox Advisors May 2012 - October 2013
ADP August 2011 - April 2012
John Hancock Retirement Plan Services June 2008 - August 2011
Robbins Trading June 2006 - June 2008
Skills
Series 63, Defined Contribution, 401k, Defined Benefit, FINRA, Mutual Funds, ERISA, Fixed Annuities, Retirement, Retirement Plan..., Life Insurance, Retirement Planning, Profit Sharing, Asset Allocation, Business Relationship..., Securities, Relationship Management, Wealth Management, Series 7, FINRA Series 66, Estate Planning, Employee Benefits, Risk Management, Finance, Financial Advisory, Asset Management
Education
Quinlan School of Business, Loyola University Chicago 2005 — 2006
MBA, Finance
Loyola University Chicago 2001 — 2004
BBA, Economics
Driscoll Catholic
VK Advisors January 2014 - Present
GoldieBlox, Inc. October 2014 - Present
Electronic Arts (EA) October 2014 - May 2015
GREE International, Inc February 2012 - October 2013
Citi October 2010 - July 2011
Taylor Companies April 2009 - October 2010
Deutsche Asset Management June 2007 - August 2007
Glass Futures Corp. June 2006 - August 2006
Bear Stearns June 2005 - August 2005
Skills
Investment Banking, Financial Modeling, Valuation, Due Diligence, Spanish, Corporate Finance, Mobile Games, Mergers & Acquisitions, Investments, Venture Capital, Corporate Development, Acquisitions, Strategic Partnerships, Equities
Education
Georgetown University 2004 — 2008
B.A., Economics and Spanish
Universidad de Sevilla 2007 — 2007
WKG Advisory November 2014 - March 2015
Henderson Global Investors September 2007 - October 2014
Gift of Hope September 2005 - September 2007
Deutsche Asset Management October 2000 - March 2005
KPMG US December 1997 - November 2000
Skills
Human Resources, Employee Benefits, Talent Management, Employee Relations, Personnel Management, HR Policies, Organizational..., Deferred Compensation, Succession Planning, Employee Engagement, Benefits Administration, HRIS, Management, Onboarding, Executive Pay, HR Transformation, Merger & Acquistion, Remuneration, Performance Management
Education
Illinois State University
Bachelor of Arts (B.A.), Political Science and Government
Dukas Public Relations September 2013 - February 2014
Miller Tabak Roberts Securities, LLC November 2008 - April 2011
Miller Tabak Roberts LLC November 2007 - November 2008
MF Global June 2006 - October 2007
Deutsche Asset Management June 2005 - July 2006
Skills
Trading, High Yield, Series 7, Bloomberg, Bonds, Series 63, Fixed Income, Trading Systems, Securities, Credit, Electronic Trading, Debt, New Business Development, Commodity, Bloomberg Terminal, Relationship Management, Sales, Operations Management, Business Development, Investor Relations, Institutional Investors, Institutional Sales, Interest Rate..., Client Development, Equities, Pricing Analysis, Credit Analysis, Credit Derivatives, Sales Operations, Bond Pricing, Treasury Management, Treasury Services, Liquidity Management, Capital Markets, Hedge Funds
Education
Gettysburg College 2000 — 2004
Bachelor of Arts, Political Science
The Pingry School 1996 — 2000
Voya Investment Management July 2014 - January 2015
Deutsche Asset Management January 2006 - December 2012
Deutsche Asset Management January 2006 - December 2012
Deutsche Bank January 2004 - December 2012
Skills
Hedge Funds, Equities, Asset Managment, Research, Due Diligence, Investments, Financial Modeling, Financial Analysis, Finance, International Business, Bloomberg, Reuters, Valuation, Portfolio Management, Equity Research
Education
Indiana University - Kelley School of Business 1999 — 2003
Bachelor's degree, Finance, General
Citco Fund Services March 2014 - Present
Fulton Financial Corporation April 2013 - March 2014
Arthur Bell, Certified Public Accountants December 2005 - April 2013
Deutsche Asset Management June 2003 - December 2005
Ernst & Young October 1998 - August 2001
Skills
GAAP, Fund Of Funds, Financial Reporting, Financial Accounting, Auditing, Accounting, Hedge Funds, Financial Analysis, Alternative Investments
Education
Lehigh University 2001 — 2003
M.B.A., Finance
Lehigh University 1994 — 1998
Bachelors of Science, Accounting
Epoch Investment Partners August 2004 - Present
ForstmannLeff May 2003 - August 2004
Deutsche Asset Management January 2002 - April 2003
American Skandia (now part of Prudential Financial) July 1994 - January 2002
American Skandia July 1994 - August 1997
North American Security Life (now John Hancock) February 1991 - July 1994
Dewey & LeBoeuf LLP January 1990 - February 1991
Army National Guard 1977 - 1991
US Securities and Exchange Commission August 1986 - December 1989
Skills
Asset Managment, Hedge Funds, Alternative Investments, Securities, Equities, Mutual Funds, Fixed Annuities, Investments, Management, Asset Management, Strategy, Investment Management, Asset Allocation, Due Diligence, Trading, Investment Strategies
Education
Georgetown University Law Center 1986 — 1988
LLM, Securities Regulation
The University of North Dakota School of Law 1984 — 1986
JD, Law
The University of North Dakota 1979 — 1982
BA, Advertising and Public Relations, Political Science
Bismarck High School 1976 — 1978
PwC January 2013 - Present
PricewaterhouseCoopers August 2010 - January 2013
PricewaterhouseCoopers January 2005 - August 2010
Black & Decker 2003 - 2005
Deutsche Asset Management 2002 - 2003
Arthur Andersen 1999 - 2002
Skills
Financial Reporting, Financial Analysis
Education
Loyola University Maryland 2001 — 2004
MBA, Concentration in HR Management
Loyola University Maryland 1996 — 2000
Bachelors, Accounting
Fieldhouse Capital January 2015 - Present
Market X-Ray May 2008 - Present
Jordan Advisory October 2011 - April 2015
Callanish Capital Partners May 2008 - September 2009
Aberdeen Asset Management October 2003 - May 2008
Deutsche Asset Management March 2000 - October 2003
IKOS Partners 1998 - 2000
Imperial College London October 1996 - March 1998
BBC September 1993 - March 1998
Skills
Derivatives, Portfolio Management, Quantitative Finance, Risk Management, Physics, Hedge Funds, Trading, Financial Markets, Investments, Global Macro, Fixed Income, Equities, Bloomberg, Quantitative Analysis, Technical Analysis, Trading Systems, FX, Investment Strategies, Capital Markets, Alternative Investments, Commodities, R, VBA, Asset Management, Options, Macroeconomics, Financial Modeling, Investment Banking, Asset Allocation, Econometrics, Valuation, Emerging Markets, Market Risk, CDS, Hedging, Statistics, Risk, Mutual Funds, Matlab, Credit Risk, Electronic Trading, Mathematics, PHP4/5, JavaScript, Portfolio Optimization, Quantitative Investing, Equity Derivatives, Quantitative Analytics, Statistical Arbitrage, Trading Strategies
Education
Imperial College London 1993 — 1996
PhD, Physics
Imperial College London 1990 — 1993
BSc, Physics
Midland IRA August 2015 - Present
Cars.com August 2014 - Present
Groupon July 2013 - July 2014
Groupon December 2010 - July 2013
JP Morgan Chase May 2010 - August 2010
Deutsche Bank May 2007 - November 2009
Deutsche Asset Management January 2005 - January 2007
Deutsche Asset Management March 2004 - January 2006
Quality Satelite Installation January 2002 - February 2004
Skills
Investments, Customer Service, Sales, Workshop Facilitation, Database Administration, Data Management, Contract Management, Trend, Securities, Salesforce.com, Asset Managment, Portfolio Management, Marketing, Business Analysis, Asset Allocation, Microsoft Excel, Market Research, Social Media, Account Management, Finance, CRM, Asset Management, Training, Insurance, Relationship Management, Leadership, New Business Development, Cold Calling, Business Development
Education
Indiana University Bloomington 1994 — 2000
Bachelor's degree, Education
Indiana University Bloomington 1994 — 1999
Psychology Teacher Education
The University of Colorado-Boulder July 2015 - Present
The Mangano Consulting Group May 2010 - Present
Spring Mountain Capital, LP June 2011 - June 2015
Minyanville Media Inc. October 2005 - May 2010
Deutsche Asset Management April 2002 - October 2004
Merrill Lynch & Co. Inc. October 1986 - December 2001
Skills
Digital Media, Marketing Strategy, Communications Strategy, Advertising, Media Relations, Creative Writing, Marketing Communications, Television, Investor Relations, New Media, Music, Creative Direction, Strategic Communications, Public Relations, Event Planning, Social Media Marketing, Marketing, Film, Brand Management, Entertainment, Video, Video Production, Integrated Marketing, Copywriting, Strategy, Digital Strategy, Market Research
Education
Marquette University 1972 — 1976
BA, Journalism/Advertising
ICON Advisers March 2013 - Present
Merrill Lynch July 2010 - March 2013
Deutsche Asset Management May 2007 - July 2010
JPMorgan Chase July 2005 - May 2007
Skills
MBA Finance, Series 7, Series 63, Financial Advisory
Education
Northwestern University - Kellogg School of Management 2008 — 2011
MBA, Finance, Business Strategy
Miami University 2001 — 2005
Bachelor of Science in Business, Finance
US Securities and Exchange Commission April 2013 - Present
Capital One March 2012 - April 2013
The World Bank September 2009 - March 2012
Deutsche Bank March 2003 - September 2009
Deutsche Asset Management May 2000 - March 2003
Skills
Capital Markets, Analysis, Management, Banking, Risk Management, Fixed Income, Corporate Law, Legal Writing, Due Diligence, Equities, Asset Management, Securities, Mutual Funds, Investments, Portfolio Management, Human Resources, Litigation
Education
Georgetown University Law Center
LLM Executive Certificate Program
Merrick School of Business, University of Baltimore 2007 — 2009
M.B.A.
University of Baltimore School of Law 1999 — 2002
J.D.
University of Maryland College Park
B.A.
BlackRock June 2013 - Present
Investment Consultant March 2011 - May 2013
The Transfinity Group November 2012 - April 2013
Neuberger Berman (Formerly Lehman Brothers Asset Management) June 2007 - February 2010
Lehman Brothers Asset Management June 2006 - February 2010
Hedge FundsCare May 2006 - February 2010
Investment Research May 2006 - May 2007
Deutsche Asset Management August 2004 - December 2005
Mellon Transition 2003 - 2003
Husic Capital Management 1998 - 2001
Skills
FX Hedging, FX Options, Derivatives, Alternative Investments, Tactical Asset..., Global Macro, Commodity, Equity Derivatives, Risk Management, Hedge Funds, Trading, Market Risk, Volatility, Options Strategies, Swaps, Forwards, Market Microstructure, Credit Derivatives, Commodity Risk..., Portfolio Management, Options, Hedging, Sales, Electronic Trading, Investments, Trading Strategies, Fixed Income, Valuation, Asset Pricing, Investment Policy, FX trading, Interest Rate Risk..., Trading Platforms, Portfolio Strategy, Liquidity Risk, Team Building, Trading Technology, Algorithms, Commodities, Qualitative Research, Process Improvement, Process Optimization, Data Analysis, Data Modeling, Financial Modeling, Quantitative Analytics, Investment Management, Mutual Funds
Education
Franklin & Marshall College 1983 — 1988
BA
Deutsche Asset Management 2011 - Present
Hewlett-Packard March 2009 - 2011
Hewlett-Packard June 1999 - February 2008
Dazel Corporation January 1997 - June 1999
Dazel - A subsidiary of HP 1997 - 1999
Dazel Corporation (Now HP) 1996 - 1999
Western Geophysical May 1994 - December 1996
Amoco September 1993 - May 1994
Skills
SAP Business Objects, Business Intelligence, Web Intelligence, Crystal Reports, Web Applications, J2EE, Eclipse, MySQL, Hibernate, JUnit, Java, WebDynpro, Agile, SQL, Unix, XML, Data Modeling, Oracle SQL, Web Services, Scrum, Software Project..., Weblogic, Tomcat, Agile Methodologies, Business Objects
Education
Louisiana State University 1991 — 1993
MS, Computer Science
Sri Venkateswara University 1986 — 1990
B. Tech, Computer Science
SV High School
J.P. Morgan Private Bank (Global Wealth Management) August 2015 - Present
Private August 2013 - August 2015
Hartford Investment Management Company September 2006 - July 2013
Credit Suisse 2004 - 2006
Deutsche Asset Management 2002 - 2004
UBS Warburg Ltd 1999 - 2002
MFS Investment Management 1996 - 1999
Conseco Capital Management (CCM) 1993 - 1996
Salem Cooperative Bank 1994 - 1995
Commonwealth of Massachusetts - Division of Banks 1991 - 1993
Skills
Fixed Income, Portfolio Management, Investments, Credit, Investment Strategies, Investment Banking, Bonds, Mutual Funds, Investment Management, Asset Allocation, Fixed Income Analysis, Asset Management, Fixed Income Portfolio..., Securities, Alternative Investments, Hedge Funds, Capital Markets, Finance, Institutional..., Emerging Markets, Financial Risk, High Yield, Credit Derivatives, Bloomberg, Equities, Investment Strategy, Leveraged Finance, Institutional Asset..., Sovereign Wealth Funds, Credit Research, Credit Products, Derivatives, Financial Modeling, Corporate Strategy..., Strategic Leadership, Executive Management
Education
Harvard University, John F. Kennedy School of Government
Executive Education Program, Investment Decisions & Behavioral Finance
Tufts University 1986 — 1990
BA, English
Quincy High School 1982 — 1986
High School Diploma, College Preparatory, Honors
AQR Capital Management March 2014 - Present
Jennison Associates April 2012 - March 2014
AllianceBernstein April 2007 - February 2012
Morgan Stanley Investment Management (Van Kampen) October 2004 - March 2007
Deutsche Asset Management 2003 - 2004
Prudential Securities 2002 - 2003
Skills
Series 7, Series 63, Series 24, FINRA, Hedge Funds, Securities, Investment Management, Alternative Investments, Asset Managment, ETFs, Mutual Funds, Equities, Investments, Asset Allocation, Broker-Dealer, Financial Regulation, Investment Company Act, Investment Advisory, AML, Separately Managed...
Education
Pace University 2002 — 2004
MBA, Investment Management
Manhattan College 1994 — 1998
USAA December 2013 - Present
Blackthorn Investment Group June 2013 - November 2013
Kornitzer Capital Management March 2005 - April 2013
Strong Capital Management July 2003 - December 2004
Northern Trust June 2002 - August 2002
Deutsche Asset Management July 1996 - July 2001
Skills
Portfolio Management, Investments, Equity Research, Financial Modeling, Valuation, Equities, Asset Management, Financial Analysis, Risk Management, Equity Valuation, Finance, Financial Risk, Strategy, Asset Allocation, Investment Strategies
Education
Indiana University - Kelley School of Business 2001 — 2003
MBA, Finance
Kettering University 1993 — 1998
BS, Business Management
QS Investors, LLC August 2010 - Present
Columbia University September 2013 - Present
Deutsche Asset Management 2009 - 2010
Goldman Sachs & Co 2007 - 2008
AIG Global Asset Management 2003 - 2007
Citigroup Asset Management 2000 - 2001
Skills
FX Options, Global Macro, Quantitative Research, Volatility, Equity Research, Financial Economics, Econometrics, Asset Allocation, Fixed Income, Equities, Derivatives, Quantitative Investing, Quantitative Finance, Portfolio Optimization, Financial Modeling
Education
The University of Chicago - Booth School of Business 1995 — 1999
PhD Program in Finance (ABD), MBA
Lomonosov Moscow State University (MSU)
M.Sc.
New Economic School Moscow Russia
M.A.
Russell Investments September 2014 - Present
QS Investors, A Legg Mason Affiliate August 2010 - August 2014
Deutsche Asset Management 2006 - July 2010
Skills
Quantitative Finance, Derivatives, Hedge Funds, Quantitative Analytics, Equities, Asset Allocation, Portfolio Management, Fixed Income, Alternative Investments, Commodity, Bloomberg, Financial Modeling, Asset Management, Capital Markets, Investments, Trading, Global Macro, Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management
Ph.D., Financial Economics
Massachusetts Institute of Technology
Ph.D., Applied Mathematics
University of Science and Technology of China
B.S., Modern Physics
Foxhaven Asset Management July 2013 - Present
Maverick Capital July 2003 - Present
Deutsche Asset Management January 1998 - June 2003
Skills
Equities, Hedge Funds, Investments, Asset Management, Capital Markets, Trading, Microsoft Office, Commodities, Technical Analysis, Equity Trading, Currency
Education
Loyola University Maryland 1993 — 1997
Williams-Sonoma, Inc. July 2015 - Present
Micron Technology May 2008 - July 2015
Deutsche Asset Management 2006 - 2008
Clifford Chance US LLP October 2003 - November 2006
Shearman & Sterling LLP August 1998 - August 2000
Skills
Corporate Law, Corporate Governance, Legal Writing, Licensing, Mergers & Acquisitions, Securities Offerings, Securities, Investment Advisory, Investment Management
Education
University of California, Hastings College of the Law 2000 — 2003
JD, Law
Gonzaga University 1994 — 1998
BA, History/english
Bloomberg LP April 2015 - Present
Claris Capital Management July 2012 - January 2015
Del Mar Asset Management January 2010 - January 2012
Deutsche Asset Management 2001 - April 2009
Citigroup November 1983 - September 2001
Skills
Hedge Funds, Trading, Portfolio Management, Risk Management, Volatility Arbitrage, Equity Derivatives, Exotic Derivatives, Derivatives, Volatility, Financial Markets, Equities, Asset Management, Bonds, Options, ETFs, Alternative Investments, Capital Markets, Fixed Income
Education
Middlebury College 1979 — 1983
Economics, Political Science
Middlebury College
Bachelor's degree, Economics
Lazard Asset Management April 2012 - Present
Deutsche Asset Management March 2010 - March 2012
Morgan Stanley November 2006 - March 2010
US Trust April 2002 - November 2006
Industrial Bank of Japan May 2001 - April 2002
PricewaterhouseCoopers July 1998 - February 2001
Education
Georgetown University - The McDonough School of Business 1996 — 1998
MBA, Finance
Schiller International University 1989 — 1993
BBA, International Business
Delhi Public School
Elite Property Preservation 2010 - Present
Hagland Development, LLC February 2009 - December 2010
Deutsche Asset Management 1997 - 2005
Education
Indiana University Bloomington 1985 — 1990
Deutsche Asset Management January 1999 - Present
Education
Illinois State University 1996 — 1998
BS, Applied Computer Science
BlackRock March 2004 - Present
Deutsche Asset Management September 1997 - March 2004
Skills
Fixed Income, Equities, Middle Office, Swaps, Series 24, Series 7, MBS, Collateral Management, Settlement, Options, Series 63
Education
Ithaca College 1994 — 1997
BS, Business Management
Jennison Associates October 2007 - Present
Palisade Capital Management July 2007 - October 2007
Deutsche Asset Management 2004 - 2007
Bear Stearns 2000 - 2004
Datamonitor 1997 - 2000
Datamonitor 1997 - 2000
Education
Georgetown University 1992 — 1996
Bachelor of Science (BS), Biology, General
Franklin High School 1988 — 1992
Fordham University and Hofstra University September 2009 - Present
Bessemer Investment Management March 2004 - Present
Deutsche Asset Management March 1999 - March 2004
Dreyfus June 1997 - March 1999
Goldman Sachs December 1995 - June 1997
Morgan Stanley September 1994 - December 1995
Skills
Quant, Hedge Funds, Asset Management, Portfolio Management, Investments
Education
Hofstra University 1994 — 1997
MBA, Banking and Finance
Stony Brook University 1988 — 1991
BA, Economics
Wellington Management Company January 2002 - Present
Wellington Management 2002 - Present
Deutsche Asset Management April 1996 - January 2003
Skills
Asset Management
Education
Merrimack College 1980 — 1984
BlueBay Asset Management May 2014 - Present
Cutwater Asset Management July 2010 - May 2014
AXA Investment Managers April 2007 - July 2010
JPMorgan Asset Management March 2002 - April 2007
Deutsche Asset Management 2000 - 2002
Diversified Investment Advisors September 1997 - March 2000
Skills
RFP, Investments, Client Service, Fixed Income, Customer Relations, New Business Development, Excel, Proposal Writing, Due Diligence, PowerPoint, Microsoft Office, Word, Marketing Communications, Real Estate, Investor Relations, Asset Managment, Asset Management, Financial Services, CRM, Managing Database, Finance, Leadership, Hedge Funds, Strategy
Education
Manhattanville College
BA, Mathematics, 3.75
UBS Investment Bank January 2011 - Present
Delta Air Lines January 2011 - Present
Deutsche Asset Management July 2005 - June 2006
Skills
Bloomberg, Marketing Communications, Microsoft Excel, Financial Markets, Sales, Marketing, PowerPoint, Event Management
Education
LIU Post 2002 — 2006
Bachelors Of Fine Arts, Public Relations
Schiller International University
Master's degree, Tourism and Travel Services Management
Boston Scientific July 2008 - Present
EDS/Boston Scientific 2004 - 2008
Deutsche Asset Management 1996 - 2003
Skills
Windows Server, Software Documentation, Troubleshooting, Disaster Recovery, VMware, Servers, Integration, Data Center, Active Directory, Virtualization
Education
Massachusetts Maritime Academy 1978 — 1982
BS, Marine Transportation
UAW Retiree Medical Benefits Trust July 2014 - Present
Goldman Sachs/State Street Bank April 2012 - June 2014
Private Client Resources, LLC September 2011 - January 2012
INTL FCStone Inc. April 2011 - September 2011
Windcrest Discover Investments April 2008 - April 2011
Kenmar 2005 - 2008
Various June 2004 - June 2005
GlobeOp Financial Services February 2004 - May 2004
State Street June 2002 - February 2004
Deutsche Asset Management October 2001 - June 2002
Skills
SAS, SAS70, Palisades SQL -..., Geneva, RediPlus, GoToMeeting.com, SAP Streamworks, Portia, PIMS, Sungard, Reuters, Bloomberg Terminal, Excel, Word, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, SAP, Valuation, Accounting, Investments, Management, Trading, Portfolio Management, Mutual Funds, Fund Of Funds, Capital Markets, Risk Management, FX Options, Equities, Financial Modeling, Finance, Financial Analysis
Education
Penn State University 2010 — 2012
MBA
Hobart and William Smith Colleges 1997 — 2001
Bachelor of Arts (B.A.), Economics
Danish International Studies (DIS) 2000 — 2000
International FInance
The Gunnery 1996 — 1997
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Aspen Cleaning Co. September 2014 - Present
State Street June 2013 - September 2014
Lord, Abbett & Co. LLC October 2008 - March 2013
JP Morgan Investment Bank July 2007 - July 2008
Deutsche Asset Management March 2001 - July 2005
Skills
Derivatives, Fixed Income, Leadership, Management
Education
Manhattan College 1990 — 1994
Deutsche Asset Management Director, Senior Vice President & SecretaryHansberger Global InvestorsSeptember 1996 - December 2006
Van Kampen Investments, Inc. 1986 - 1996
Stewart Warner Corporation January 1982 - March 1986
Walgreens May 1980 - December 1981
Samuels, Miller, Schroeder, Jackson & Sly September 1977 - May 1980
Education
University of Tulsa 1974 — 1995
Northern Illinois University 1973 — 1974
M.A., Economics
Illinois Wesleyan University 1969 — 1973
B.A., Economics and Political Science
Cedar Capital Advisors, LLC February 2009 - Present
Good Harbor Financial, LLC February 2009 - Present
MSCI Barra October 2007 - February 2009
Deutsche Asset Management June 2003 - October 2007
UBS 2001 - 2003
Skills
Mutual Funds, Alternative Investments
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Analytic Finance and Strategic Management
Lake Forest College 1995 — 1999
Deutsche Asset Management March 2007 - May 2010
Globe Op Financial Services August 2005 - March 2007
JPMorgan Chase April 2004 - June 2005
ING Furman Selz August 2001 - March 2002
Skills
Fixed Income, FX, Options, Equities, Swaps, Equity Derivatives, Hedge Funds, Bloomberg, Asset Management, Capital Markets, Alternative Investments, Derivatives, Bonds, Financial Markets, Structured Products, Risk Management, Financial Reporting, Cash Management, Mutual Funds, Emerging Markets, Middle Office, Fund Of Funds, Credit Derivatives, Asset Managment, Trading, FX Options, Settlement, Back Office, Fund Accounting, Financial Risk, CDS, Funding, Securities Lending, Bloomberg Terminal, Securities, Financial Services, Valuation, ABS, Account Reconciliation, Investments, Hedging, Corporate Actions, Money Market, MBS, Portfolio Management, Prime Brokerage, Trading Systems, Equity Trading, Investment Banking, Investment Management
Education
Keller Graduate School of Management 2013 — 2015
Master's Degree, Master of Science, Information Systems Management, Concentration in Project Management
State University of New York - System 2001 — 2003
Certificate, Computer Programming and Information Systems
James Madison University 1995 — 1999
B.B.A, Finance
St. Anthony's High School
Michael Page May 2014 - October 2014
Deloitte & Touche LLP October 2011 - July 2012
Asbury Automotive Group January 2009 - August 2011
Deutsche Asset Management September 2003 - April 2007
Tekmark Global Solutions June 2001 - June 2003
Reader's Digest June 1999 - September 2000
PricewaterhouseCoopers August 1996 - March 1999
Young & Rubicam 1999 - 1999
Skills
Financial Analysis, SEC filings, Risk Management, Team Building, Auditing, Sarbanes-Oxley Act, Accounting, Internal Controls, Financial Reporting, Internal Audit, Strategic Financial..., Equities, Hedge Funds, GAAP, US GAAP, IFRS, Microsoft Excel, Revenue Recognition, Microsoft Access, Financial Statements
Education
Ithaca College 1993 — 1995
Bachelor of Science, Accounting
Insight Investment April 2015 - Present
Horizon Kinetics LLC October 2010 - April 2015
Seix Advisors March 2004 - October 2010
Deutsche Asset Management 1998 - 2004
Ernst & Young 1997 - 1998
Prudential Financial 1986 - 1997
Skills
Asset Managment, Fixed Income, Hedge Funds, Mutual Funds, Alternative Investments, Equities, Securities, Capital Markets, Investments, Series 7, Derivatives, Portfolio Management, Trading, Investment Advisory, Bloomberg, FINRA, Investment Management, Private Equity, Series 24, Securities Regulation, Bonds, SEC filings, Financial Risk, FX Options, Options, Equity Trading, AML, Wealth Management, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1992
MBA, Finance
Lafayette College 1982 — 1986
BA, Economics/Business and French
TCS August 2007 - Present
Northern Trust Corporation 2012 - 2014
Deutsche Asset Management 2002 - 2009
Wipro Technologies June 2002 - August 2007
Ruchi Infotech, Indore August 2000 - June 2002
Skills
Informatica, Business Analysis, ETL, Integration, Data Warehousing, Solution Architecture, PL/SQL
Education
Manipal Institute of Technology 1993 — 1999
B.E, E&E
Brown Advisory January 2013 - Present
Harborside Group May 2005 - December 2012
Legg Mason 2001 - 2005
Deutsche Asset Management 1999 - 2001
Skills
Alternative Investments, Investments, Mutual Funds, Series 7, Wealth Management, Equity Research, Asset Management, Portfolio Management, Asset Allocation, Asset Managment, Equities, Fixed Income, Retirement
Education
Loyola University Maryland 2003 — 2005
Masters, Finance
Vanderbilt University 1995 — 1999
Bachelor of Arts (B.A.), Economics; Fine Arts
TIAA-CREF February 2008 - Present
FinTech Innovative Solutions September 2005 - April 2012
TIAA-CREF 2008 - 2010
Deutsche Asset Management September 2005 - January 2008
JPMorgan Chase & Co. March 2003 - August 2005
AllianceBernstein March 2003 - December 2003
JPMorgan Chase & Co. May 1998 - December 2002
BNP Paribas January 1998 - May 1998
Bharat Electronics June 1989 - September 1995
Skills
Eagle PACE, Fixed Income, Asset Managment, Bloomberg, SDLC, Business Analysis, SQL, Microsoft SQL Server, Unix, XML, Requirements Gathering, Data Warehousing, ETL, Requirements Analysis, Informatica, PL/SQL, Software Project..., Data Modeling, Oracle, Software Development, Integration, Business Intelligence, Unix Shell Scripting, Crystal Reports, Reference Data, Market Data, Offshoring, Enterprise Architecture, SOA, Solution Architecture, Agile Methodologies, Vendor Management, Databases, Financial Services, Project Management, Visio, Management, Consulting, Program Management, Process Improvement, Business Requirements, IT Strategy, Business Process, Equities, Asset Management
Education
Indira Gandhi National Open University 1994 — 1995
Post-Graduate Diploma in Financial Management (PGDFM), Finance and Financial Management Services
Anna University 1985 — 1989
Bachelor of Engineering (B.E.), Computer Science and Engineering
Nasdaq July 2013 - Present
BGC Partners December 2009 - July 2013
Cantor Fitzgerald July 2004 - November 2009
Deutsche Asset Management August 2002 - July 2004
Prudential Financial January 2001 - August 2001
Skills
Series 63, Electronic Trading, Trading Systems, Series 7, Fixed Income, Capital Markets, Hedge Funds, Securities, Equities, Market Data, Options, Proprietary Trading, Bloomberg, Financial Markets, Bonds, FINRA, Alternative Investments, Trading
Education
Washington University in St. Louis 2015 — 2017
Master of Business Administration (M.B.A.), Olin Business School
University of Missouri-Columbia 2000 — 2002
Bachelor's Degree, Economics / Management / Finance
University of Colorado Boulder 1999 — 2000
Mississippi State University 1997 — 1998
Parkway West
Citi March 2011 - Present
Deutsche Bank September 2005 - March 2011
Barnes & Noble College Booksellers September 2003 - September 2005
Merck June 2002 - September 2003
Deutsche Asset Management September 1999 - June 2002
KPMG June 1996 - September 1999
Skills
Business Analysis, Fixed Income, Capital Markets, Risk Management, Asset Allocation, Process Improvement, Financial Analysis, SDLC, Program Management, Equities, Portfolio Management, Banking, Financial Modeling, Derivatives, Investment Banking, Vendor Management
Education
Gettysburg College 1992 — 1996
Bachelor of Arts (B.A.), Business Management - Accounting & Finance and Spanish
Deutsche Asset Management March 2008 - Present
Skills
Corporate Law, Insurance, Securities, Legal Research, Mutual Funds, FINRA, Hedge Funds, Series 24, AML, Legal Writing, Alternative Investments, Series 7, Investment Management
Education
New England School of Law 2005 — 2009
Juris Doctor
Harvard University 1994 — 1997
CGAP / The World Bank October 2012 - Present
Martin Luther University November 2009 - October 2012
Postgraduate Program in International Affairs September 2008 - October 2009
Kiva.org January 2009 - May 2009
KfW Development Bank October 2008 - January 2009
Deutsche Asset Management August 2006 - October 2008
United Nations June 2005 - August 2005
Süddeutsche Zeitung June 1999 - September 2004
Skills
Financial Modeling, International..., Microfinance, Investments, Emerging Markets, Social Impact, Economics, Economic Development, International Relations, Social Entrepreneurship, Africa, Capacity Building, International Economics, Policy Analysis, Research, Strategy, Public Policy
Education
Ludwig-Maximilians Universität München 2000 — 2006
Master, Philology, Economics
Deutsche Bank April 2014 - Present
Deutsche Asset Management February 2012 - Present
Deutsche Asset Management February 2008 - February 2012
Deutsche Asset Management February 2007 - February 2008
Deutsche Asset Management September 2005 - January 2007
Skills
Fixed Income, Bloomberg, Equities, Hedge Funds, Asset Management, Derivatives, Alternative Investments, Portfolio Management, Mutual Funds, Securities, Investments, Asset Allocation, Middle Office, Investment Management, Financial Modeling, Bonds, Financial Markets, Fund Of Funds
Education
Hofstra University 2001 — 2005
Bachelor of Business Administration, Management
ServiceMesh July 2011 - Present
Deutsche Bank Platform Services January 2010 - June 2011
Deutsche Bank 2010 - 2010
Deutsche Bank 2008 - 2010
Deutsche Asset Management June 2007 - December 2009
Exigen Group February 2004 - December 2009
Exigen Group 2007 - 2008
Universal Music Group April 2006 - June 2007
Warner Music Group April 2006 - June 2007
Stratos February 2005 - April 2006
Education
University of Latvia 2005 — 2013
Masters of Science, Computer Science, Faculty of Physics and Mathematics, dep Computer Sciences
Latvijas Universitate 2001 — 2005
Bachelors of Science, Computer Science, Faculty of Physics and Mathematics, dep Computer Sciences
Oakland Community College January 2009 - Present
A-One Hospice July 2010 - April 2011
BorgWarner Transmission Systems August 2005 - August 2008
BorgWarner 2005 - 2008
ThyssenKrupp Budd Company March 2002 - August 2005
RWD Technologies June 2000 - October 2001
Deutsche Asset Management September 1999 - April 2000
Deutsche Bank November 1998 - October 1999
Skills
Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, PowerPoint
Education
Oakland Community College 2013 — 2015
ADN, Nursing
Oakland Community College 2009 — 2010
Massage Therapist, Massage Therapist
Justus-Liebig-Universität Giessen 1992 — 1998
Dipl. FS, English, Economics, Bus. Admin., Education
PEAK Technical Staffing USA August 2014 - Present
Global Recruiters Network of Winfield October 2012 - August 2014
Farmers Insurance & Financial Services November 2008 - October 2012
Claymore Securities February 2007 - April 2008
America 2030 2008 - 2008
Harris Bank December 2000 - June 2006
Deutsche Asset Management 1999 - 2000
Zurich Scudder Investments 1996 - 1998
Skills
Talent Acquisition, Talent Management, Strategic Sourcing, Talent Developer, Talent Mining, Recruiting, Management, Sales Operations, Contract Negotiation, Sales, Operations Management, Applicant Tracking..., Leadership, Strategic Planning, Team Building, Financial Services, Project Management, Technical Recruiting, Process Improvement, Cold Calling, Vendor Management, Business Development, Sourcing, Human Resources, Temporary Placement, Engineering, Customer Service, Interviews
Education
Université Stendhal (Grenoble III) 1995 — 1995
Bachelor of Arts (B.A.), Cinema, Civilization, Poetry, Language
Indiana University Bloomington 1991 — 1995
B.S., Finance, French, International Business
Benet Academy 1987 — 1991
high school diploma
St. Mary of Gostyn 1980 — 1987
Union Bank July 2015 - Present
J.P. Morgan June 2014 - June 2015
J.P. Morgan April 2009 - June 2014
J.P. Morgan November 2003 - April 2009
Deutsche Asset Management September 2002 - November 2003
TD Waterhouse June 2000 - August 2001
Skills
New Business Development, Portfolio Management, Wealth Management..., Series 7, Mutual Funds, Asset Allocation, Derivatives Trading, Wealth Management, Alternative Investments, Asset Managment, Investments, Derivatives, Securities, Series 63, Financial Analysis, Equities, Trading, Asset Management, Investment Advisory, Investment Management
Education
Illinois State University 1996 — 2000
Finance
Spencer Stuart March 2014 - Present
Sogeti February 2012 - March 2014
Allstate June 2006 - July 2011
Tier1 Innovation November 2003 - June 2006
Deutsche Asset Management 1999 - 2003
American Express January 1998 - June 1999
Skills
SDLC, Business Analysis, Requirements Analysis, SQL, Business Intelligence, Business Requirements, Requirements Gathering, Data Modeling, User Acceptance Testing, ETL, Business Process, Visio, Solution Architecture
Education
Marquette University
Bacholor of Science, Business Administration and Management Information Systems
Cohen & Steers 2009 - Present
AllianceBernstein January 2006 - October 2008
Deutsche Asset Management 2002 - 2005
Putnam Investments 1986 - 2002
Education
Georgetown University
BS, Finance
LCC September 2014 - Present
Social Scene August 2010 - Present
Family Office 2011 - August 2015
Effioa Indus Capital February 2008 - June 2012
Pro Capital Ltd. 2007 - 2008
Deutsche Asset Management 2007 - 2007
Skills
Portfolio Management, Leadership, Alternative Investments, Customer Service, Social Media Marketing, Mutual Funds, Marketing, Event Planning, New Business Development, Corporate Events, Fundraising, Microsoft Office, Commodity, Social Media, PowerPoint, Financial Analysis, Asset Management, Venture Capital, Social Networking, Public Relations, Entrepreneurship, Financial Modeling, Due Diligence, Hedge Funds, Business Development, Corporate Finance, Strategic Planning, Sales, Mergers & Acquisitions, Project Management, Business Strategy, Investments, Event Management, Start-ups, Salesforce.com, Market Research
Education
Indiana University - Kelley School of Business 2004 — 2008
BS, Finance
Indiana University Bloomington 2004 — 2008
BS, Finance
Allianz Global Investors October 2012 - Present
Old Mutual Capital September 2006 - June 2012
Deutsche Asset Management May 2004 - December 2005
UBS Global Asset Management September 2001 - September 2003
UBS Global Asset Management December 1991 - September 2001
Ernst & Young September 1984 - December 1991
McGladrey & Pullen July 1982 - September 1984
Skills
Alternative Investments, Mutual Funds, Hedge Funds, Asset Managment, Equities
Education
Lehigh University 1978 — 1982
BS, Accounting, Finance
Steve Zelin CPA (The Singing CPA) LLC January 2014 - May 2015
Michael Page (David Landau & Associates LLC) May 2014 - October 2014
Deloitte & Touche LLP October 2011 - July 2012
Asbury Automotive Group January 2009 - August 2011
Deutsche Asset Management September 2000 - April 2007
Reader's Digest June 1999 - September 2000
Pricewaterhouse Coopers LLP August 1996 - March 1999
Skills
Financial Reporting, Accounting, Auditing, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, GAAP, Internal Audit, Variance Analysis, US GAAP, SEC filings, Financial Accounting, Sarbanes-Oxley, Hyperion Enterprise, CPA, Consolidation, Financial Audits, Financial Statements, IFRS, Process Improvement, Cash Flow, External Audit, Valuation, Revenue Recognition, SAS70, SOX 404, Asset Managment, SAP, Forecasting, General Ledger, Budgets, Asset Management, Mergers & Acquisitions, Cost Accounting, Finance, Accruals, Accounts Payable, P&L, Managerial Finance, QuickBooks, SEC Filings
Education
Ithaca College 1994 — 1995
Bachelor's degree
State University of New York College of Agriculture and Technology at Cobleskill 1992 — 1993
Associate's degree
Wolmer's Schools 1974 — 1980
Morgan Stanley Investment Management October 2014 - Present
TIAA-CREF July 2007 - September 2014
Deutsche Asset Management 2003 - 2007
Deutsche bank 2003 - 2007
Morgan Stanley 2000 - 2003
Lord Abbett 1998 - 2000
Mitchell Hutchins Asset Mgt 1993 - 1998
Reich & Tang 1984 - 1991
Education
Fordham University 1980 — 1984
BS, Computers
U.S. Bank August 2010 - Present
Centered for Success, LLC October 2005 - December 2010
Deutsche Asset Management 1991 - 2003
Education
International Coach Federation
ACC, Coaching
Coach Training Alliance
CTACC, Certified Life Coach
Lawrence University 1980 — 1984
BA, Economics and Spanish
Wauwatosa East High School
Wellington Management June 2002 - Present
Deutsche Asset Management 2001 - 2002
Deutsche Asset Management (Scudder) 2001 - 2002
GMO 1999 - 2000
Baring Asset Management 1994 - 1997
Sr Business Analyst / Developer 1994 - 1996
Skills
Quantitative Research, Portfolio Management, Equities, Quantitative Analysis, Asset Management, Portfolio Optimization, R, Quantitative Finance, Investment Strategies, Statistics, SQL, Research
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA
University of Massachusetts, Amherst 1989 — 1993
Bachelor's of Science
THE Acton Boxboro RHS 1985 — 1989
BlackRock 2007 - December 2008
Deutsche Asset Management 2000 - 2007
Education
Moravian College 1985 — 1989
Bachelor’s Degree, Economics
TIAA-CREF July 2012 - Present
Deutsche Asset Management January 1998 - July 2012
Skills
Market Risk, Hedge Funds, Derivatives, Asset Managment, Fixed Income, Portfolio Management, Equities, Trading Systems, Asset Management, Fund Of Funds, Alternative Investments, Trading, Investments, Risk Management, Capital Markets
Education
Financial Risk Manager
FRM
Louisiana State University 1989 — 1996
PhD, Physics
Louisiana State University and Agricultural and Mechanical College 1993 — 1995
MS, Systems Science
Deutsche Asset Management December 2002 - Present
Mason Street Advisors, Northwestern Mutual March 1994 - December 2002
Education
Marquette University
Bachelor of Business Administration (BBA)
Rockefeller Brothers Fund 1997 - 2006
Deutsche Asset Management 2002 - 2005
Zurich Scudder Investments 1995 - 2002
Scudder Investments 1991 - 2002
Scudder Stevens & Clark 1995 - 1998
Education
University of Pennsylvania 1968 — 1973
Doctor of Philosophy (PhD), Economics
Georgetown University 1964 — 1968
BA, Mathematics and Economics
JP Morgan Asset Management August 2011 - Present
MetLife June 2010 - July 2011
State of Missouri January 2010 - May 2010
Deutsche Asset Management June 1999 - December 2009
Education
Illinois State University 1996 — 1999
Finance
Salzburg College 1998 — 1998
Study Abroad Program
Truman State University 1994 — 1996
Lord, Abbett & Co. LLC February 2013 - Present
RBS Global Banking & Markets 2011 - 2011
Wells Fargo/Wells Capital/Evergreen Investments 2007 - 2010
Deutsche Asset Management 2002 - 2006
Gartner (formerly META Group) 1997 - 2001
Skills
Leveraged Finance, High Yield, Investments, Bonds, Debt, CDS, Fixed Income, Capital Markets, Equities, Asset Management, Portfolio Management, Financial Modeling, Credit, Structured Products, Credit Analysis, Loans, Bloomberg, Equity Derivatives, Valuation, Investment Banking, Credit Derivatives, Trading, Securities, Hedge Funds, Equity Research, Financial Markets, Private Equity, Alternative Investments, Credit Risk, Options, Financial Structuring, Financial Risk, Derivatives, LBO, Mutual Funds, Financial Analysis, Corporate Finance
Education
George Mason University 1989 — 1991
M Sc., Computer Science, Systems Engineering
Towson University 1980 — 1985
BS, Computer Science, Mathematics
Deutsche Asset Management Managing DirectorDeutsche Bank1999 - Present
Skills
Hedge Funds, Derivatives, Asset Management, Fixed Income, Equities, Alternative Investments, Capital Markets, Structured Products, Financial Risk, Investment Banking, Investments, Portfolio Management, Bloomberg, Financial Markets, Trading, Private Equity, Emerging Markets, Financial Modeling, Risk Management, Investment Management
Education
Harvard University
Doctor of Philosophy (PhD), Chemical Physics
Citi August 2010 - Present
Ivy Asset Management/BNY Mellon 2004 - 2010
Rydex Investments 2004 - 2004
Deutsche Asset Management 2000 - 2002
Bankers Trust 1998 - 1999
Verizon (NYTel Asset Management Co) 1996 - 1997
Skills
Portfolio Management, Asset Allocation, Financial Risk, Management, Hedge Funds, Alternative Investments, Fixed Income, Equities, Derivatives, Asset Management, Capital Markets, Investments, Risk Management, Structured Products, Investment Management, Series 7, Financial Modeling, Asset Managment, Securities, Trading, Mutual Funds, Valuation, Bloomberg, Portfolio Optimization, Fund Of Funds, Market Risk, Wealth Management, Investment Strategies, Investment Banking, Quantitative Research, Private Equity, Emerging Markets, Equity Research
Education
University of Pennsylvania - The Wharton School 1986 — 1991
Phd, Finance
Massachusetts Institute of Technology - Sloan School of Management 1984 — 1986
SM, Finance
University of California, Berkeley, Haas School of Business 1979 — 1983
BS, Finance
Los Gatos High School
Barclays Capital April 2009 - Present
Deutsche Asset Management March 2006 - February 2009
Deutsche Bank April 2002 - March 2006
Global Crossing October 2000 - March 2002
Arthur Andersen LLP September 1998 - October 2000
Skills
Capital Markets, Hedge Funds, Financial Modeling, Valuation, Equities, Mergers & Acquisitions, Derivatives, Alternative Investments, Private Equity, Investment Banking, Equity Research
Education
Lehigh University - College of Business and Economics 1994 — 1998
Bachelor of Science, Accounting
SEI Investments August 2009 - Present
Merrill Lynch July 2007 - August 2009
Deutsche Asset Management 2004 - 2006
HypoVereinsbank/Bank Austria 2001 - 2003
Education
Leopold-Franzens Universität Innsbruck 1990 — 1995
Masters, Internatioanl Economic Sciences
Healthfirst New Jersey September 2012 - October 2013
Deutsche Asset Management January 2012 - April 2012
Bessemer Trust August 2011 - January 2012
Deutsche Bank September 2010 - December 2010
Deutsche Bank August 2010 - August 2010
Deutsche Bank July 2010 - July 2010
Deutsche Bank June 2010 - June 2010
Goldman Sachs May 2005 - November 2008
Willis Aviation April 2000 - May 2005
St Paul Re July 1995 - April 2000
Skills
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Visio, Microsoft Publisher, Concur Expense Report..., Typing 55-60 WPM, Outlook
Education
LIU Brooklyn
BS (Dual Degree), Intergrated Information Systems & Marketing
Southeast Halifax High School
Diploma, Academic
Invesco Ltd. May 2010 - Present
Satellite Asset Management October 2008 - December 2009
Lehman Brothers Asset Management August 2003 - September 2008
Deutsche Asset Management April 2001 - July 2003
General Motors Asset Management June 1996 - March 2001
Skills
Hedge Funds, Equities, Alternative Investments, Investments, Securities, Valuation, Fixed Income, Derivatives, Investment Management, Equity Research, Financial Modeling, Series 7, Asset Allocation, Series 3, Institutional Sales, Investor Relations, Mutual Funds, Investment Strategies
Education
Harvard Business School 1994 — 1996
MBA, General Management
GMI Engineering & Management Institute (Kettering University) 1988 — 1992
B.S.M.S, Marketing
Renaissance High School 1984 — 1988
College Preparatory
Morgan Stanley July 2012 - Present
Morgan Stanley July 2012 - Present
Credit Suisse July 2010 - May 2012
Merrill Lynch April 2007 - April 2010
Deutsche Asset Management May 2005 - April 2007
Deutsche Bank October 2003 - May 2005
Deutsche Bank November 2000 - October 2003
Skills
Finance
Education
University of Phoenix 2003 — 2005
MBA, Global Management
Monmouth University 1987 — 1991
BS, Accounting
The Governor's Academy July 2013 - Present
bny mellon asset management operations December 2004 - June 2013
Deutsche Asset Management 2000 - 2004
Skills
Bloomberg Terminal, Microsoft Office, Charles River IMS, Geneva, Omgeo Alert, Fund Accounting, Blackbaud, Counterpoint, Investments
Education
Isenberg School of Management, UMass Amherst 1996 — 2000
BBA, Management
hamilton wenham 1994 — 1996
The Rohatyn Group March 2010 - Present
Deutsche Asset Management December 2007 - January 2009
Deutsche Asset Management February 2005 - November 2007
Deutsche Asset Management March 2004 - January 2005
Skills
Asset Management, Fund Of Funds, Hedge Funds, Global Macro, Marketing Communications, Investor Relations
Education
Georgetown University 1997 — 2001
Economics
Deutsche Asset Management January 2008 - Present
The Hartford August 2004 - December 2007
Education
Temple University 1999 — 2002
MA, History
Loyola University New Orleans 1992 — 1996
BS, History
Radnor High School
Aflac, Inc June 2012 - Present
Aflac, Inc June 2012 - Present
Hartford Investment Management June 2007 - June 2012
Deutsche Asset Management June 2002 - June 2007
Principal Financial Group January 1991 - June 2002
Skills
Fixed Income, Portfolio Management, Investments, Bloomberg, Financial Analysis, Asset Management, Bonds, Credit Analysis, Financial Modeling, Due Diligence, Credit, Credit Risk, Asset Allocation, Mutual Funds
Education
University of Iowa - Henry B. Tippie College of Business 1989 — 1990
MBA, MBA
Morningside College 1983 — 1987
B.S., Business Admin, Econ
Credit Suisse August 2010 - Present
Barclays Capital April 2009 - August 2010
Deutsche Asset Management May 2005 - April 2009
DnB NOR (formerly Skandia Asset Management) October 2000 - December 2002
Emmes Asset Management January 1999 - October 2000
McKinsey & Company 1997 - 1999
Skills
Financial Analysis, Financial Reporting, Investment Banking, Financial Modeling, Corporate Finance, Bloomberg, Equities, Derivatives, Capital Markets, Investments, Fixed Income, Asset Management, Valuation, Alternative Investments, Hedge Funds, Accounting, Finance, Banking
Education
Long Island University, C.W. Post Campus 1996 — 1998
M.B.A., Finance
Hofstra University 1991 — 1995
B.B.A., Accounting
The Fairman Group Family Office October 2012 - Present
Aegis Capital Management February 2009 - September 2012
Diamond Lake Investment Group March 2008 - May 2008
Deutsche Asset Management November 2006 - March 2008
Goldman Sachs Asset Management January 2002 - January 2004
J.P. Morgan June 1996 - January 2002
Merrill Lynch May 1994 - June 1996
Bankers Trust Company July 1993 - May 1994
Skills
Leveraged Finance, Financial Analysis, Accounting, Alternative Investments, Tax, Financial Modeling, Hedge Funds, High Yield, Finance, Private Equity, Capital Markets, Portfolio Management, Asset Allocation, Equities, Fixed Income, Bloomberg, Asset Management, Valuation, Investments
Education
Lehigh University 1989 — 1993
Bachelor of Science (BS), Finance
Itaú Unibanco January 2015 - Present
QS Investors, LLC July 2010 - January 2015
Deutsche Asset Management January 2000 - June 2010
Skills
Quantitative Analytics, Hedge Funds, Alternative Investments, Quantitative Finance, Bloomberg, Asset Managment, Equities, Global Macro, Emerging Markets, Portfolio Management, Fixed Income, Derivatives, Asset Allocation, Trading, Investment Strategies, Investments, Trading Strategies
Education
London Metropolitan University
MSc, Economics
University of Liverpool 1994 — 1997
BA (Hons), Financial Economics
GM Advisory Group April 2015 - Present
Abbot Downing August 2013 - March 2015
Citi August 2010 - August 2013
UBP Asset Management May 2005 - September 2009
Bessemer Venture Partners January 2000 - November 2003
Deutsche Asset Management January 1995 - December 1999
Deloitte September 1985 - October 1995
Skills
Hedge Funds, Fund Of Funds, Investments, Asset Managment, Equities, Alternative Investments, Private Equity, Due Diligence, Investor Relations, Capital Markets, Valuation, Financial Modeling
Education
Hofstra University 1983 — 1985
MBA, Finance
Hofstra University 1979 — 1983
BBA, Accounting
Harvard University September 2006 - Present
Deutsche Asset Management December 2004 - June 2006
First Albany Corporation May 1991 - June 1998
Alex. Brown & Sons June 1988 - May 1991
Education
University of Delaware
BS, Business Administration
Harvard University
Master of Liberal Arts, English and American Literature and Language
Goldman, Sachs & Company June 2005 - Present
Deutsche Asset Management September 2000 - March 2005
Nomura Securities International, Inc September 1993 - August 2000
Ungerer & Company July 1992 - August 1993
Gruntal & Company July 1990 - June 1992
Technochem, Inc June 1989 - June 1990
Skills
Equities, Hedge Funds, Securities Lending, Mutual Funds, Banking, Funding, MBS, Fixed Income, Prime Brokerage, Series 7, Capital Markets, Derivatives, Alternative Investments, Bloomberg, Sales, Trading, Securities, Series 63, Investment Banking, Asset Managment, Bonds
Education
Lehigh University 1985 — 1989
B.S., Marketing
Greenpoint Beer Works March 2015 - Present
Greenpoint Beer Works March 2014 - Present
Deutsche Asset Management August 2012 - March 2014
Deutsche Asset Management February 2011 - August 2012
Ann Taylor 2010 - 2010
MSCI Barra 2009 - 2009
JP Morgan Chase 2008 - 2009
Luntz Maslansky Strategic Reseach 2006 - 2006
Skills
CRM software, Data Analysis, SPSS, Bloomberg Terminal, Market Research, Market Analysis, Risk Management, Market Risk, Data Integrity
Education
Ithaca College 2004 — 2008
BS, Applied Economics
Prudential Financial November 2004 - January 2008
Deutsche Asset Management August 2002 - October 2004
AllianceBernstein June 1999 - August 2002
Education
Thomas Edison State College 2007 — 2010
Bachelor of Science (B.S.), Business Administration, Human Resources/Org Management
Kingsborough Community College 1996 — 1999
A.A.S, Business Administration
.
Penbay Solutions January 2008 - Present
Deutsche Asset Management 2002 - 2006
Invesco US 2000 - 2002
Invesco US 1992 - 1999
Skills
GIS, Geomatics, InVision Solution Suite, Geography, ArcGIS
Education
Harvard University
DLA Piper LLP February 2012 - Present
Winston & Strawn LLP January 2011 - March 2012
Winston & Strawn LLP June 2009 - July 2009
Deutsche Asset Management August 2004 - August 2007
Credit Suisse First Boston July 2001 - August 2004
T. Rowe Price July 2000 - July 2001
Skills
Hedge Funds, Asset Management, Proprietary Trading, Asset Managment
Education
Loyola University Chicago School of Law 2007 — 2010
Juris Doctor, Magna Cum Laude
University of Delaware 1996 — 2000
B.S. in Business Administration, Finance
Aberdeen Asset Management January 2009 - Present
Aberdeen Asset Management December 2005 - Present
Deutsche Asset Management January 2001 - November 2005
Deutsche Asset Management June 1998 - December 2000
Securities Valuation Company June 1994 - May 1998
Skills
Fixed Income, Bloomberg, Portfolio Management, Derivatives, Trading, Bonds, Investment Management, Investments, Hedge Funds, Asset Management, Alternative Investments, Equities, Asset Managment, Asset Allocation, Capital Markets, Mutual Funds
Education
McGill University 1989 — 1993
Bachelor of Arts (B.A.), Economics
Charter School Of Educational Excellence August 2012 - June 2013
St. Brendan's School September 2007 - June 2012
SAC Capital June 2001 - June 2004
Deutsche Asset Management June 1999 - June 2001
Skills
Curriculum Design, Classroom, Curriculum Development, Educational Leadership, Classroom Management, Literacy, Differentiated...
Education
College of New Rochelle
Master of Education (MEd), Special Education and Teaching
Iona College
Bachelor of Science (BS), Business Administration and Management, General
AXIS Capital June 2008 - February 2014
AXIS 2008 - 2014
Deutsche Asset Management June 2003 - June 2008
Credit Suisse Asset Management November 2000 - December 2002
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Investments, Risk Management, Equities, Private Equity, Asset Allocation, Fixed Income
Education
Loyola University Chicago 1969 — 1971
Master of Business Administration (MBA), Finance, General
University of Notre Dame 1965 — 1969
Bachelor of Business Administration (BBA), Finance, General