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
Champlain National Bank March 2014 - Present
Nomura Securities November 2008 - December 2013
Lehman Brothers July 2001 - October 2008
Deutsche Asset Management September 1999 - July 2001
PanAgora Asset Management April 1995 - September 1999
Skills
Bloomberg, Capital Markets, Fixed Income, Investments, Series 63, Microsoft Excel, Hedge Funds, Finance, Chartered Financial..., Equities, Financial Services
Education
Penn State University 1989 — 1994
Bachelor's Degree, International Business
Commonwealth of Atlanta, LLC November 2014 - Present
AVMA Group Life and Health Insurance Trust August 2014 - Present
Senior Services of North Fulton July 2014 - Present
NAIFA North Metro Atlanta July 2014 - Present
National Financial Services Group January 2014 - October 2014
Islands Consulting January 2013 - December 2013
New York Life Insurance Company June 2003 - December 2012
Jackson National Life September 2001 - November 2002
Deutsche Asset Management April 1998 - May 2001
John Alden Life Insurance Company October 1993 - April 1997
Skills
Series 24, Investment Advisory, Retirement Income..., Executive Benefits, Succession Planning, Closely Held..., Retirement Planning, Securities, Key Person Insurance, New Business Development, Life Insurance, Insurance, Term Life Insurance, Long Term Care Insurance, Long-term Care, Health Insurance, Fixed Annuities, Employee Benefits, Permanent Life Insurance, Demographics, Equity Indexed Annuities, Individual Pension Plans
Education
The American College 2013 — 2016
currently matriculated with the college to further my financial education
Salisbury University - Perdue School of Business 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Aflac January 2014 - Present
Deutsche Bank December 2012 - January 2014
Deutsche Asset Management 2002 - December 2012
JPMorgan Chase 2000 - 2002
Merrill Lynch 1997 - 2000
Prudential Insurance 1992 - 1997
Skills
Asset Managment, Financial Modeling, Strategy, Strategic Financial..., Finance, Investment Management, Business Strategy, Financial Services, Financial Markets, Asset Management, Due Diligence, Analysis, Bonds, Financial Risk, Business Development, Trading, Financial Planning, Fixed Income
Education
Rutgers Graduate School of Management 1995 — 2000
MBA, Finance
University of Scranton 1988 — 1992
Bachelor of Science (B.S.), Finance
Northern Trust September 2007 - Present
ABN AMRO April 2005 - September 2007
Deutsche Asset Management 2003 - 2004
BISYS Fund Services January 2002 - November 2003
Fidelity Investments June 1999 - January 2002
Skills
Mutual Funds, 1940 Act, Securities Regulation, Asset Management, Regulatory Compliance, Securities, Product Development, Equities, Investments, Financial Services, Due Diligence, Sales, Budget Management, RFP, ERISA, Contract Negotiation, Sarbanes-Oxley Act, Board Governance, Proxy Statements, Hedge Funds, Asset Managment
Education
Suffolk University Law School 1995 — 1998
Doctor of Law (JD)
Providence College 1989 — 1993
B.S., Business Administration
NPI Capital Limited Partners August 2009 - April 2013
Knott Asset Management August 2009 - April 2013
Aberdeen Asset Management August 2007 - July 2009
Deutsche Asset Management August 2003 - May 2006
Putnam Investments November 1991 - June 2002
Dean Witter May 1983 - November 1991
Skills
Mutual Funds, Fixed Income, Start-ups, Marketing, Asset Managment, Investment Management, Alternative Investments, Mergers, Private Equity, Financial Services, Management, ETFs, Asset Management, Hedge Funds, Asset Allocation, Equities, Investments, Corporate Development, Funding, Investment Strategies, Commodity, Mergers & Acquisitions, Corporate Finance, Investment Advisory, Emerging Markets, Securities, Wealth Management, Series 7, Portfolio Management
Education
New York University
BA, Economics
Deloitte May 2009 - August 2014
Freelance June 2003 - December 2013
Old Mutual 2006 - 2009
The Creative Group 2004 - 2006
Deutsche Asset Management 2000 - 2004
Deutsche Asset Management 2000 - 2000
Entertainment Marketing Communications International 1996 - 1997
The Performing Arts Center 1995 - 1996
Skills
Adobe Creative Suite, Microsoft Office, Voice Over, Soundbooth, Proofreading, Copy Editing, Presentation Development, Graphic Design, Brochures, Advertising, Corporate Identity, Layout, Art Direction
Education
Northeastern University School of Law 2014 — 2017
Doctor of Law (J.D.)
Purchase College, SUNY 1991 — 1995
Bachelor of Fine Arts (BFA), Opera
Snow Capital Management L.P. December 2014 - Present
Progress Investment Management Company September 2012 - November 2014
Morgan Stanley October 2006 - July 2011
Deutsche Asset Management March 2001 - September 2006
JPMorgan Chase January 1998 - March 2001
Skills
Fixed Income, Portfolio Management, Options, Asset Allocation, Investments, Equities, credit default swaps, CFA, Series 7, series 63, series 79, Factset, Bloomberg, Reuters, Market Research, Management
Education
St. John's University 1999 — 2002
Master of Business Administration (MBA)
Southern Connecticut State University 1992 — 1996
B.S, Accounting
Deutsche Asset Management Teaching Assistant: Data AnalysisUniversity of Wisconsin MilwaukeeAugust 2012 - December 2013
Northwestern Mutual April 2013 - August 2013
Ripon College Creative Enterprise Center May 2011 - May 2012
Ripon College August 2010 - May 2012
Ripon College Advancement Office February 2009 - October 2011
Skills
Market Research, Microsoft Excel, Microsoft Office, Data Analysis, Business Analysis, Management, Microsoft Word, Team Leadership, Economics, Leadership, Valuation, Investments, Financial Modeling, Bloomberg, Analysis, Finance
Education
University of Wisconsin-Milwaukee 2012 — 2014
Master of Science (M.S.), Financial Analysis, 4.0
Ripon College 2008 — 2012
Bachelors of Arts, Economics & Business Management, 3.9
Deutsche Asset Management May 2013 - Present
Western Asset Management June 2012 - August 2012
UCLA Anderson School of Management 2012 - 2012
UCLA Anderson School of Management 2012 - 2012
UCLA Anderson School of Management 2012 - 2012
Credit Suisse January 2010 - December 2011
Credit Suisse February 2008 - December 2009
Accenture January 2007 - June 2007
Skills
VBA, Access, Credit, C++, Derivatives, Bloomberg, Quantitative Analytics, Quantitative Finance, Fixed Income, Time Series Analysis, Equities, SAS, Valuation, Matlab, Financial Engineering, Financial Modeling, Trading, Equity Research, Investment Banking, Options, Portfolio Management, Emerging Markets, Bonds, Structured Finance, Swaps, Financial Risk
Education
UCLA Anderson School of Management 2012 — 2012
Master of Financial Engineering, Financial Engineering
Nanyang Technological University 2004 — 2008
Bachelor of Engineering, Electrical and Electronic Engineering
Santander Bank January 2014 - June 2014
Santander Bank May 2012 - December 2013
SunGard Capital Markets July 2008 - October 2011
SunGard Securities Processing September 2005 - June 2008
Keystone Associates February 2005 - September 2005
Deutsche Asset Management 2002 - January 2005
Scudder Investments 1997 - 2000
Fidelity Investments 1986 - 1997
Skills
SharePoint, Articulate, elearning, Captivate, Camtasia, Information Architecture, MS Office Suite, Training Delivery, Training & Development, Technical Training, Intranet Strategy, Web Design, Website Development, Fireworks, Dreamweaver, Needs Analysis, Task Analysis, Adult Learning Theory, ADDIE, Process Improvement, Problem Resolution, Needs Assessment, HTML, Flash, Information Mapping, Visio, FrontPage, Windows Media Encoder, Instructor-led Training, Instructional Design, PowerPoint, CMS, Change Management, Microsoft Office, Excel, Web Development, Content Management, User Interface Design, Windows, SnagIt, Confluence, Storyboarding, Voice Over, Scripting, WebEx, Project Management, Microsoft Excel
Education
William George and Associates 2012 — 2012
Lean Six Sigma and Project Managment Professional
Northeastern University 1982 — 1986
BS in Business Administration, Management and Finance
Lexington Christian Academy 1977 — 1981
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Germantown Academy
Allianz Global Investors September 2015 - Present
William E. Grau May 2012 - Present
Rothschild Asset Management April 2008 - May 2012
William E. Grau November 2006 - April 2008
Deutsche Asset Management April 2000 - October 2006
The Chase Manhattan Bank February 1992 - January 2000
The Grau Group September 1989 - February 1992
Prudential June 1977 - October 1989
Skills
Asset Managment, Investment Management, Marketing Strategy, Marketing, Mutual Funds, Series 7, Series 63, Asset Management, Private Banking, Investments, Business Development, Management, Product Marketing, Strategy, Advertising, Financial Services, Hedge Funds, Portfolio Management
Education
New York University 2004 — 2008
Certiticate, Arts Administration
Rutgers, The State University of New Jersey-Newark 1980 — 1985
MBA, Marketing
Seton Hall University 1974 — 1978
BA, Communications/English
Commonfund January 2013 - Present
Investcorp September 2010 - November 2012
Deutsche Asset Management April 2000 - September 2010
LOT Polish Airlines January 1995 - April 2000
EL AL Israel Airlines January 1994 - January 1995
Skills
Hedge Funds, Alternative Investments, Asset Managment, Investment Banking, Venture Capital, Fund Of Funds, Travel Planning, Tourism
Education
Pace University - Lubin School of Business 2007 — 2011
BA, Business Studies with Concentration in Finance
Suffolk County Community College 1990 — 1994
AAS, Travel & Tourism
Federated Investors April 2015 - Present
Deutsche Asset Management November 2011 - September 2014
Deutsche Asset Management December 2000 - November 2011
Deutsche Bank January 1992 - December 2000
Bankers Trust Company August 1988 - January 1992
Skills
Equities, Commodities..., Back and Middle Office..., Strategic and Tactical..., Regulatory and..., Financial and..., Policy and Procedure..., New Product Development, Process and Personnel..., Investment Platform..., Project and Change..., Back Office, Middle Office, Equities, Management, Portfolio Management, Investments, Asset Management, Financial Services, Fixed Income, Hedge Funds, Investment Management, Trading, Alternative Investments, Derivatives, Capital Markets
Education
New Jersey City University
Bachelor of Business Administration (BBA), International Finance
State Street July 2011 - Present
State Street March 2011 - July 2011
State Street May 2008 - March 2011
State Street/Investors Bank & Trust April 2006 - April 2008
Deutsche Asset Management March 2005 - March 2006
State Street July 2003 - March 2005
Skills
Financial Reporting, Accounting, Financial Statements, Project Management, Bloomberg, Mutual Funds, Fund Accounting, Fund Administration, Investments, Financial Analysis, Account Reconciliation, Financial Services, Analysis, Fixed Income, Equities, Business Analysis, Securities
Education
Northeastern University 1998 — 2003
Bachelor of Science (B.S.), Finance and Management Information Systems
Global Infrastructure Partners October 2009 - Present
Deutsche Asset Management February 1999 - January 2009
Ketchum Public Relations February 1997 - February 1999
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA)
Rogers Wood Hill Starman & Gustason PA February 2011 - Present
Regions Bank April 2007 - December 2010
First American Home Warranty Corp March 2006 - November 2006
Alliance Capital Management February 2004 - April 2005
Deutsche Asset Management July 2002 - February 2004
Bear Stearns July 1999 - September 2000
Barclays Capital July 1998 - July 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, QuickBooks, English, Research, Windows, Outlook, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Tax, Accounts Payable
Education
St. John's University 1994 — 1998
B.S, Economics
Kemp Harvest Financial Group February 2011 - Present
Aberdeen Asset Management January 1998 - January 2011
Aberdeen Asset Management March 2004 - August 2009
Deutsche Asset Management 1998 - 2004
Skills
Asset Allocation, Mutual Funds, Investments, Series 7, Asset Managment, Certified Financial..., Retirement Planning, Social Security, Investment Strategies, Fixed Income, Insurance, Microsoft Excel, Strategic Financial..., Alternative Investments, Asset Management, Investment Advisory, Securities, Portfolio Management, Financial Planning
Education
Penn State University 1987 — 1993
BS, Economics
Morgan Stanley September 2013 - Present
Deutsche Bank Securities March 2010 - August 2013
Deutsche Asset Management August 2005 - March 2010
Merrill Lynch June 2001 - August 2005
Skills
Equity Research, Trading Systems, Equities, Fixed Income, Investment Banking, Capital Markets, Asset Management, Hedge Funds, Valuation
Education
Rutgers University-New Brunswick 2005 — 2008
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Electrical Engineering / Computer Science
McGraw Hill Financial July 2015 - Present
Barclays July 2013 - July 2015
Morgan Stanley April 2010 - July 2013
UBS Investment Bank May 2009 - November 2009
UBS Investment Bank April 2006 - February 2009
UBS Investment Bank April 2004 - April 2006
Deutsche Asset Management 2001 - 2003
Zurich Scudder Investments 1991 - 2001
Skills
Internal Communications, Change Management, Corporate Communications, Strategy, Strategic Planning, Event Management, Leadership Development, Communication Training, Public Speaking, Editing, Management, Strategic Communications, Technical Writing, CRM, Content Management, Public Relations, Crisis Communications, Marketing Communications, Leadership, Program Management, Media Relations, Employee Relations, Creative Direction, Software Documentation, Web Content, Speech Writing, Social Media, Investor Relations, Thought Leadership, Content Strategy, Integrated Marketing, Content Development, Press Releases, Copywriting, Social Networking, New Media, Digital Media
Education
State University of New York College at Purchase
Bachelor’s Degree
Stony Brook University
Master’s Degree
Deutsche Asset Management March 2015 - Present
Deutsche Asset and Wealth Management July 2010 - March 2015
Citizens First National Bank November 2008 - December 2009
Ameriprise Financial August 2006 - November 2008
College Pro Painters October 2002 - September 2004
Skills
Investments, Sales, Series 7, Mutual Funds, Alternative Investments, ETFs, Finance, Management, Portfolio Management, Series 63, Asset Allocation, Investment Strategies, Equities, Capital Markets, Financial Markets, Structured Products, 401k, Wealth Management
Education
Northern Illinois University 2001 — 2006
B.S., Finance
Neuqua Valley High School 1997 — 2001
Diploma, General Education
Deutsche Bank March 2005 - Present
Deutsche Asset Management March 2005 - Present
Maple Securities September 2003 - March 2005
JPMorgan Chase February 2001 - July 2002
Bankers Trust/ Deutsche Bank January 1999 - February 2001
Skills
Fixed Income, Bloomberg, Equities, Securities, Trading, Options, Bonds, Banking, Settlement, Finance, Prime Brokerage, Securities Lending, Money Market, Portfolio Management, Mutual Funds, Trading Systems, Financial Markets, Euroclear, Loans, Asset Allocation, Financial Services, Asset Management, Treasury, Equity Derivatives
Education
Seton Hall University 1995 — 1998
BSBA, Finance
Seton Hall University
B.S.B.A, Finance
Deutsche Asset Management September 2010 - September 2012
Green Partners / Next Capital Partners September 2003 - August 2010
Deutsche Bank January 2000 - August 2003
Morgan Stanley / Van Kampen Investments July 1998 - December 1999
Oliver Wyman January 1993 - June 1996
Skills
Business Planning, Business Strategy, Entrepreneurship, Financial Services, Asset Management, Leadership, Cross-functional Team..., Financial Modeling, Private Equity, Venture Capital, Business Development, Corporate Finance
Education
Northwestern University - Kellogg School of Management 1997 — 1998
MBA, Finance & Marketing
University of Wisconsin-Madison 1988 — 1992
BBA, Finance
First Manhattan Co. July 2008 - July 2011
MacKay Shields 2003 - 2008
Deutsche Asset Management 2001 - 2002
Scudder Investments February 1998 - January 2001
Skills
Asset Managment, Mutual Funds, Securities, Financial Modeling, Asset Management, Equities, Fixed Income, Portfolio Management, Investment Management, Bloomberg, Finance
Education
San Diego State University-California State University 1990 — 1994
Bachelor of Arts, Liberal Studies
Mt. Miguel High School
Deutsche Asset Management January 2014 - Present
Deutsche Asset Management June 2011 - January 2014
Deutsche Bank January 2011 - July 2011
Deutsche Bank July 2008 - January 2011
Deutsche Bank June 2007 - August 2007
Skills
Investments, Alternative Investments, Derivatives, Commodity, Equities, Futures, Equity Derivatives, Options, Bloomberg, Commodity Markets, Capital Markets, Loans, VBA, Swaps, FX Derivatives
Education
Rutgers University-New Brunswick 2004 — 2008
BA, Economics
St. Joseph High School - Metuchen 2004 — 2008
Chartwells Higher Education Dining Services November 2013 - Present
Sodexo October 2012 - October 2013
Chartwells Higher Education Dining Services 2007 - 2011
Rush University Medical Center January 2005 - February 2008
Deutsche Asset Management September 1989 - August 2002
Skills
SQL, Unix, Software Documentation, Databases, Data Warehousing, Crystal Reports, COBOL, Sybase, JCL, Customer Service, Testing, Crystal Info, PowerPoint
Education
Northern Illinois University
Bachelor of Science (BS), Computer Science
Deloitte & Touche LLP 2010 - Present
Aberdeen Asset Management 2005 - 2009
Deutsche Asset Management 1997 - 2005
AllianceBernstein 1993 - 1997
Skills
Certified Public..., CPA, Fixed Income, Asset Managment, Investments, Alternative Investments, Capital Markets, Due Diligence, Portfolio Management, Equities, Investment Management, Financial Analysis, Risk Management, Strategy, Asset Management, Valuation, Private Equity, Financial Services, Financial Modeling, Hedge Funds, Corporate Finance, Mergers & Acquisitions
Education
New York University
B.S., Accounting
Harte Hanks December 2014 - Present
MasterCard Advisors August 2012 - December 2014
MasterCard Advisors May 2011 - September 2012
Deutsche Asset Management January 2006 - January 2011
Deutsche Bank October 2004 - January 2006
Deutsche Bank January 2002 - October 2004
Skills
Investment Banking, Equities, Financial Modeling, Derivatives, Fixed Income, Bloomberg, Hedge Funds, Financial Analysis, Risk Management, Alternative Investments, Investments, Asset Managment, Corporate Finance, Portfolio Management, Valuation, Mutual Funds, Capital Markets, Operational Risk, Securities, Banking, Private Equity, Due Diligence, Leadership, Forecasting, Asset Management, Finance, Financial Risk, Strategy
Education
Pace University - Lubin School of Business 1997 — 2001
BBA, Finance
Archbishop Stepinac High School 1994 — 1997
NYS Regents Diploma
Prosum August 2015 - Present
Move, Inc October 2013 - March 2015
Move, Inc. July 2010 - October 2013
Prosum September 2009 - July 2010
Capital Group August 2005 - June 2009
Tier1 Innovation July 2004 - July 2005
Deutsche Asset Management April 2002 - June 2004
Zurich Financial Services (Acquired by Deutsche Asset Mgmt in 2002) April 1996 - March 2002
Kemper Financial Services (Acquired by Zurich Financial Services in 1996) January 1991 - March 1996
Skills
SDLC, Business Analysis, Requirements Analysis, Software Project..., Integration, Siebel, Program Management, Business Intelligence, Process Improvement, CRM, Enterprise Software, Data Warehousing, Management, Strategy, Change Management, Software Development, Testing, Databases, Business Process, Risk Management, Software Documentation, IT Strategy, Pre-sales, Project Management, Quality Assurance, System Deployment, Product Management, IT Management, Requirements Gathering, Vendor Management, PMO, Security, Project Portfolio..., IT Operations, Information Technology, Agile Project Management
Education
Purdue University 1982 — 1990
Bachelor of Science, Computer Technology, Database, Business Analysis
M&T Bank March 2013 - Present
Global Compliance Risk Management Corp. February 2012 - March 2013
Babson Capital Management April 2009 - September 2011
AIG Global Investment Group May 2008 - April 2009
Deutsche Asset Management 2005 - 2008
GE Asset Management 1999 - 2005
General Electric 1999 - 2005
Skills
Compliance, Asset Management, Securities, Equities, Operational Risk, Fixed Income, Asset Managment, Hedge Funds, Financial Risk, Due Diligence, Investments, Investment Advisory, Series 7, Private Equity, Alternative Investments, Trading, Securities Regulation, FINRA, Financial Services, Risk Management, Investment Management, Mutual Funds, Corporate Governance, Derivatives, Structured Finance, Capital Markets, Series 24, Options, Financial Markets, Bonds, Investment Banking
Education
Occidental College 1985 — 1989
AB, Philosophy
Webb 1984 — 1985
UBS Global Asset Management February 2014 - September 2015
US Securities and Exchange Commission 2013 - 2014
Aberdeen Asset Management 2003 - 2010
Aberdeen Asset Management 2001 - 2010
Deutsche Asset Management 1998 - 2000
UBS 1995 - 1997
Bear Stearns 1993 - 1994
Merrill Lynch 1992 - 1993
Bankers Trust 1989 - 1992
Salomon Brothers 1986 - 1989
Skills
Trading, Portfolio Management, Alternative Investments, Fixed Income, Derivatives, Interest Rate..., Credit Derivatives, Financial Markets, Hedging, Fixed Income Trading, Risk Management, Asset Management, Market Risk, Asset Managment, Investments, Options, Structured Finance, Financial Risk, Foreign Exchange
Education
Princeton University
Doctor of Philosophy (Ph.D.), Chemical Physics
Columbia University
BS, Chemical Engineering
PwC August 2015 - Present
INTTRA June 2013 - August 2015
Deutsche Bank January 2011 - May 2013
Deutsche Bank November 2010 - December 2011
DWS Investments November 2008 - October 2010
Deutsche Asset Management January 2007 - November 2008
Deutsche Asset Management January 2006 - December 2006
Deutsche Bank May 2003 - February 2006
San Francisco State University January 2001 - April 2002
Skills
ITIL, Vendor Management, Enterprise Architecture, Program Management, System Architecture, Enterprise Software, Software Engineering, Databases, Data Center, Service Operations, Architecture, IT Strategy, Product Management, Strategy, SDLC, Networking, Application Lifecycle..., Infrastructure, Unix, Solution Architecture, Solaris, Oracle, R, Agile Methodologies, Requirements Analysis, System Deployment, Customer Relations, Application Management, IT Management, Disaster Recovery, Cloud Computing, Offshoring, Customer Service, Management, Software Project..., Linux, Project Management, Integration, SOA, Java, Business Analysis, Software Development, IT Operations, Middleware, Service Delivery, Trading Systems, Change Management, Outsourcing, Leadership, Business Intelligence
Education
Stevens Institute of Technology 2014 — 2014
San Francisco State University 2000 — 2002
MS
University of Mumbai
Bachelor's Degree
Bank of America Merrill Lynch May 2010 - Present
Neuberger Berman April 2007 - May 2010
Reuters February 2005 - March 2007
Deutsche Asset Management September 2000 - February 2005
Deloitte & Touche June 1998 - September 2000
HBO September 1997 - December 1997
Merck June 1997 - August 1997
Skills
Vendor Management, Program Management, Management, Outsourcing, Project Management, Investment Management, Fixed Income, Asset Management, Analysis, Asset Managment, PMO, Equities, Leadership, Mutual Funds, Alternative Investments, Enterprise Software, Team Management, Financial Services, MS Project, Contract Negotiation, Wealth Management, Business Strategy, Technology Management, Cross Functional Team..., Project Governance, Business Analysis, Strategic Technology..., Strategic Use Of..., Activity Based Costing, Large Scale Systems..., Enterprise Systems..., Microsoft Project, Eagle Scout, Budget Management, First Aid, CPR Certified, Expense Reduction, Trading Systems
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Finance, Management
New York University 1995 — 1999
BA, Computer Science
Clarkstown South HS 1991 — 1995
Regents Diploma with Honors
MetLife Real Estate Investors 2011 - Present
Skyline Properties LLC 2008 - Present
New York University January 2015 - May 2015
Deutsche Asset Management 2006 - 2011
JPMorgan Chase 2001 - 2004
Skills
Real Estate Economics, Asset Managment, Real Estate Transactions, Real Estate Development, Brokerage, Asset Management, Investments, Loans, Valuation, Investment Properties, Real Estate, Due Diligence, Portfolio Management, Financial Modeling, Financial Analysis, Capital Markets, Commercial Real Estate, Management, Property Management, Finance, Leases
Education
New York University 2008 — 2011
M.S, Real Estate
Southern Connecticut State University
Smith Luxury Travel, an Independent Affiliate of Brownell Travel - A Member of Virtuoso July 2015 - Present
Scotia Capital September 2010 - November 2014
Deutsche Asset Management September 2003 - April 2009
UBS Investment Bank September 1997 - April 2003
Mesirow Financial November 1996 - September 1997
Fox-Pitt, Kelton February 1992 - November 1996
Credit Suisse August 1987 - February 1992
Skills
Asset Management, Securities, Insurance, Equity Research, Bloomberg, Financial Services, Equities, Asset Managment, Hedge Funds, Portfolio Management, Alternative Investments, Life Insurance, Capital Markets, Investments, Fixed Income, Series 7, Investment Strategies, Financial Modeling, Valuation, Finance, Financial Analysis
Education
CFA Institute 2003 — 2007
Chartered Financial Analyst (CFA), 1997, Financial Analysis/Portfolio Management
Pace University 1984 — 1987
BA, Business Administration/Finance
Deutsche Asset Management June 2005 - Present
New York Life Investment Management March 2000 - June 2005
Skills
Asset Management, Corporate Governance, 1940's Act, Mutual Funds, Securities, Compliance, Securities Law, Investments, Asset Managment, Alternative Investments, Due Diligence, FINRA, Financial Services, Investment Management, SEC, Securities Regulation
Education
Rutgers University School of Law - Newark 1986 — 1989
J.D. 1990
Deutsche Bank January 1998 - Present
Deutsche Asset Management January 2001 - December 2002
Stockback March 2000 - December 2000
Salomon Brothers January 1994 - January 1998
Skills
Change Management, Financial Management, Technology Integration, Program Management, Fixed Income, Managerial Finance, Investment Banking, Securities, Operations Processing, Architecture, System Development, IT Strategy, Equities
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance, Management
Rutgers University-New Brunswick 1989 — 1993
BS, BA, Finance, Computer Science
J.P. Morgan August 2013 - Present
RBC Capital Markets February 2010 - August 2013
Cantor Fitzgerald August 2005 - February 2010
Deutsche Asset Management August 2002 - August 2005
Skills
Capital Markets, Investment Banking, Fixed Income, Trading Systems, Corporate Finance, Structured Products, Swaps, Series 7, Series 63, MBS, Securities, Bonds, Bloomberg, Middle Office, Equities
Education
Post University 2011 — 2013
Bachelor's degree, Business Administration with a concentration in Finance, 3.87
Queens College
Speech-Language Pathology/Pathologist
New York Life Investment Mgmt October 2014 - Present
Credit Suisse July 2011 - October 2014
Neuberger Berman Asset Management April 2006 - July 2011
University of Illinois at Urbana-Champaign January 2009 - June 2010
Deutsche Asset Management July 2002 - April 2006
Pearson Education February 1998 - March 2002
Micro Modeling Associates March 1997 - February 1998
PaineWebber May 1995 - February 1997
Consultant September 1993 - May 1995
Skills
Statistical Data..., Data Architecture, Data Analysis, Data Modeling, Algorithms, Database Design, R, Python, Machine Learning, Matlab, Hadoop, Apache Pig, Hive, MapReduce, Big Data, Microsoft SQL Server, Oracle SQL Developer, Java Enterprise Edition, MongoDB, Business Analysis, Data Structures, Octave, Fixed Income, Alternative Investments, Asset Managment, Database Development, VBA, Investment Management, Software Project..., Investments, Process Improvement, Databases, Trading, Finance, Requirements Analysis, Business Process..., Risk Management, Operations, Business Requirements, Business Process..., Liquidity, NoSQL, OLAP, Functional..., Bloomberg, Data Mining
Education
Seton Hall University 1996 — 1999
M.B.A., Finance
Old Dominion University 1988 — 1992
Bachelor of Science, Mechanical Engineering
Point Pleasant Borough High School 1984 — 1987
Dividend Capital Real Estate November 2004 - Present
Deutsche Asset Management 2002 - 2004
Scudder Investments 1986 - 2004
Kemper Financial Services 1986 - 2001
Education
Southern Illinois University, Carbondale
BA, MBA, Business
First State Investments September 2013 - Present
Deutsche Asset Management March 2007 - October 2012
Fidelity Investments 2003 - 2006
STW Fixed Income 2000 - 2003
Russell Investments 1994 - 2000
Education
Pacific Lutheran University 1989 — 1991
MBA, Business Administration
Washington State University 1982 — 1987
BA, Business, Economics
U.S. Trust February 2014 - Present
PNC Wealth Management October 2007 - February 2014
Four Corners Capital Management, LLC April 2007 - October 2007
Mercantile Capital Advisors October 2002 - May 2007
Deutsche Asset Management March 2000 - April 2002
FBR - Friedman Billings & Ramsey July 1998 - March 2000
Legg Mason September 1995 - July 1998
Skills
Investments, Strategic Planning, Wealth Management, Sales Management, Series 7, Series 65, Series 63, Equities, Fixed Income, Hedge Funds, Asset Allocation, Retirement Planning, Loans, Investment Management, Separately Managed..., High Net Worth..., Finance
Education
Salisbury University 1990 — 1994
Bachelor of Arts (BA), Political Science
Deutsche Asset Management November 2012 - Present
Gabelli and Company 2009 - November 2012
OppenheimerFunds 2002 - 2008
Tejas Securities Group, Inc. 1998 - 2001
Lord Abbett 1984 - 1998
Skills
Series 7, Separately Managed..., Mutual Funds, Hedge Funds, 529 Plans, Retirement Planning, ETFs, Investments, Banking, Alternative Investments, Bonds, Financial Services, Financial Advisory, Investment Strategies, Wealth Management, Asset Allocation, Fixed Income, Series 63, Closed-end Funds
Education
University of Pennsylvania - The Wharton School 1989 — 1992
Finance
Penn State University
MBA, Finance
Rutgers University-New Brunswick
BA, Economics
RockersNYC June 2013 - Present
Digital Management Services April 2010 - June 2013
Nolej Studios August 2009 - April 2010
Nolej Studios April 2009 - April 2010
Associated Content September 2008 - August 2009
Associated Content September 2008 - April 2009
Deutsche Asset Management July 2006 - September 2006
Nolej Studios 2003 - 2004
Turnstyle Entertainment August 2001 - February 2002
Skills
Digital Marketing, Digital Media, Brand Communication, SEO, Business Development, Account Management, Strategy, Marketing, Cloud Computing, Spanish, Digital Strategy, Online Advertising, New Media, Strategic Partnerships, Marketing Strategy, Video Production, Social Media, Social Media Marketing, Blogging, SEM, Entrepreneurship, Social Networking, E-commerce, Management, Editing, CRM, Web Development
Education
Princeton University 2002 — 2007
Bachelor of Arts, Histroy
Princeton University 2002 — 2007
A.B, History
Hotchkiss School 1998 — 2001
High School
Buckley 1989 — 1998
ICD 2003 - Present
Institutional Cash Distributors 2003 - Present
Deutsche Asset Management 1997 - 2003
Skills
Mutual Funds, Cash Management, Asset Managment, Investments, Risk Management, Fixed Income, Money Market, Customer Satisfaction, Money Market Funds, Treasury Management
Education
San Diego State University-California State University 1986 — 1991
BA, Speech Communications & Social Psychology
American College of Sports Medicine
Certified Personal Trainer
RBS Markets & Investment Banking March 2007 - Present
Deutsche Asset Management January 1998 - December 2006
Kemper Financial 1990 - 1998
Skills
Investment Banking, Prime Brokerage, Back Office, FX Options, Agile Methodologies, .NET, Fixed Income, Derivatives, Capital Markets, Options, Financial Services, Sybase, Asset Managment, SOA, Enterprise Architecture, SDLC, Securities, Unix, Software Project..., SQL, Web Services, Software Development, Data Warehousing, IT Strategy, Data Modeling, Requirements Analysis, Microsoft SQL Server, Scrum, C#, Unix Shell Scripting, Trading, Interest Rate..., Application Architecture, Database Design, Trading Systems, Requirements Gathering, T-SQL, Tomcat, Oracle, Software Design, Electronic Trading, Databases, Market Data, Integration, XML, ASP.NET, Web Applications, COBOL, Java, REST
Education
Northern Illinois University 1986 — 1990
BS, Computer Science
Deutche Bank November 2005 - Present
Deutsche Asset Management 2005 - Present
Bank of New York September 2004 - June 2005
RCN 2002 - 2004
RCN 2002 - 2004
merrill lynch 1997 - 2001
Skills
Finance, Investments, Hedge Funds, Banking, Internal Audit, Trading Systems, Alternative Investments, FINRA, Mutual Funds, Equities
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1997
Rutgers, The State University of New Jersey-Newark 1991 — 1996
New York University
New York University
Washington State Investment Board January 2013 - Present
City of Philadelphia Board of Pensions and Retirement July 2011 - December 2012
City of Philadelphia Board of Pensions and Retirement January 2011 - June 2011
City of Philadelphia Board of Pensions and Retirement March 2009 - January 2011
City of Philadelphia Board of Pensions and Retirement November 2007 - March 2009
ADVISORport March 2005 - November 2007
Deutsche Asset Management October 1998 - October 2003
Skills
Investments, Fixed Income, Asset Managment, Asset Allocation, Equities, Portfolio Management, Alternative Investments, Financial Structuring, Investment Management, Bloomberg, Hedge Funds, Mutual Funds, Investment Advisory, Wealth Management, Asset Management
Education
Penn State University 1985 — 1989
Bachelor of Science, Finance
Villanova University
MBA
Citi August 2012 - Present
Credit Suisse July 2008 - August 2012
Lehman Brothers August 2005 - July 2008
Lehman August 2005 - July 2008
Lehman Brothers Bank 2004 - 2008
Deutsche Asset Management 2000 - 2005
Deutsche Bank 1999 - 2005
Scudder 1996 - 2005
Scudder, Stevens, and Clark 1995 - 2005
Zurich Scudder Investments 2000 - 2002
Skills
Prime Brokerage, Fixed Income, Equities, Derivatives, Trading Systems, Hedge Funds, Investment Banking, Capital Markets, Middle Office, Electronic Trading, Bloomberg, Equity Derivatives, FX Options, Credit Derivatives, Sybase, Computer Science
Education
New York University 1991 — 1995
Bachelor of Arts (B.A.), Computer Science and Sociology
Prudential Financial Performance AnalystDeutsche Bank1989 - 2005
Deutsche Asset Management 1989 - 2005
Bankers Trust 1989 - 2000
Wharton Asset Managment 1986 - 1988
Skills
Fixed Income, Investments, Analysis, Portfolio Management, Capital Markets, Equities, Bloomberg, Asset Managment, Hedge Funds, Mutual Funds, Alternative Investments, Asset Allocation, Securities, Investment Management, Derivatives
Education
New York University 1979 — 1982
Murray Bergtraum
Fairview Fund Administration LLC Financial Services Tax Advisory atMcGladrey & PullenDecember 2011 - 2013
Brown Brothers Harriman July 2006 - December 2011
Deutsche Asset Management November 2000 - July 2006
Ernst & Young April 1997 - December 1999
Investors Bank and Trust January 1994 - April 1997
Powers and Hall PC 1991 - 1993
Skills
Accounting, Mutual Funds, Financial Analysis, Capital Markets, Tax, Process Improvement
Education
New England College
Bachelor’s Degree, Accounting and Finance/ Economics
Waynflete
ILFC October 2012 - Present
Xylem Inc. January 2012 - October 2012
ITT 2008 - January 2012
KPMG LLP 2005 - 2008
PricewaterhouseCoopers 2003 - 2005
Deutsche Asset Management September 2001 - August 2003
Skills
IT Audit, Sarbanes-Oxley Act
Education
Old Dominion University
BS, Business Administration
Wells Fargo Securities August 2012 - Present
Merlin Securities August 2009 - August 2012
Tower Capital Asset Management July 2008 - July 2009
Brightleaf Capital January 2007 - May 2008
Thomson Financial 2005 - 2006
Deutsche Asset Management 2002 - 2005
Education
Penn State University 1997 — 2001
Finance & International Business
Temple University 2000 — 2000
Bank of America August 2014 - Present
Bank of America May 2006 - Present
Deutsche Asset Management 2005 - 2006
State Street Bank 1998 - 2004
Education
Suffolk University - Sawyer Business School 2007 — 2010
MBA, Finance
Saint Anselm College
BlackRock 2005 - Present
Deutsche Asset Management 2003 - 2005
Goldman Sachs 2002 - 2002
Knight Capital Group 1998 - 2001
Education
New York University
B.A., Economics
Bank of America April 2006 - February 2011
Deutsche Asset Management December 2004 - April 2006
State Street Corporation April 2004 - October 2004
State Street Corporation October 2001 - March 2004
State Street Corporation December 1999 - September 2001
Cramer Productions April 1999 - August 1999
Cramer Productions March 1996 - October 1998
Education
Providence College 1990 — 1994
Bachelors of Arts, Marketing, Minor Finance
Deutsche Asset Management September 2011 - Present
Colmena Hospitality Group May 2010 - Present
Deutsche Asset Management October 2009 - Present
Future Path Energy January 2009 - October 2009
Alliance Growth Equities, a Division of AllianceBernstein, L.P December 2007 - November 2008
Alliance Bernstein 2004 - 2008
AllianceBernstein March 2004 - December 2007
Citi Smith Barney June 1997 - March 2004
Skills
Equities, Equity Research, Hedge Funds, Asset Managment, Investments, Alternative Investments, Bloomberg, Portfolio Management, Financial Modeling, Private Equity, Fixed Income, Capital Markets, Valuation, Series 7, Emerging Markets
Education
Oberlin College 1989 — 1993
Bachelor of Arts (B.A.), History
Northfield Mount Hermon School 1986 — 1989
William Blair & Company December 2007 - June 2013
Deutsche Asset Management July 2004 - January 2007
Scudder Investments June 1996 - July 2004
Kemper Financial Services September 1993 - May 1996
Education
The University of Chicago Booth School of Business 2000 — 2003
MBA, Finance
Purdue University - Krannert School of Management 1989 — 1993
BS, Management
Vident Investment Advisory, LLC November 2014 - Present
Index Management Solutions, LLC January 2010 - November 2014
Bank of New York Mellon Corp. 2005 - 2009
Northern Trust 2003 - 2004
Deutsche Asset Management 2000 - 2003
The Vanguard Group 1994 - 2000
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investments, Fixed Income, Strategy, Bloomberg, Securities, ETFs, Equity Derivatives, Bonds, Capital Markets, Derivatives, Equities, Financial Markets, Global Custody, Structured Products
Education
Villanova University 1992 — 1995
MBA, Finance
Penn State University
B.S., Finance & Economics
E. & J. Gallo Winery 2011 - Present
Lot18 July 2011 - August 2011
E. & J. Gallo Winery June 2010 - August 2010
Bottlenotes July 2009 - August 2009
Village Wine Imports October 2007 - June 2009
Deutsche Bank June 2006 - September 2007
Deutsche Asset Management June 2005 - August 2005
Skills
Strategy, Marketing, Mergers & Acquisitions, Business Strategy, Financial Modeling, Analysis, Valuation, Supply Chain, Integrated Marketing
Education
Stanford University Graduate School of Business 2009 — 2011
MBA
Princeton University 2002 — 2006
BA
Deutsche Asset Management March 2008 - April 2010
TrialGraphix December 2004 - November 2007
TrialGraphix November 2003 - November 2004
Playboy Magazine June 2001 - July 2003
Frommer's Travel Guides December 1999 - May 2001
Education
Northwestern University 1995 — 1999
BSc, Journalism
Campion
Deutsche Asset Management OfficerState StreetOctober 2010 - Present
Deutsche Bank September 2004 - October 2010
United States Marine Corps January 1999 - August 2003
Skills
Bloomberg, Derivatives, Equities, Fixed Income, Asset Management, Back Office, Hedge Funds, Middle Office, Corporate Actions, FX Options, Securities, Alternative Investments, Management, Microsoft Excel, Mutual Funds, Settlement, Trading Systems
Education
Queens College
BNY Mellon May 2015 - Present
Prudential Investments December 2013 - Present
J.P. Morgan Asset Management October 2013 - December 2013
Lord Abbett July 2011 - July 2013
Deutsche Bank / RREEF Alternative Investments 2005 - June 2011
Deutsche Bank / Absolute Return Strategies 2002 - 2005
Deutsche Asset Management 2001 - 2003
Lazard Asset Management 2000 - 2001
Skills
Hedge Funds, Equities, Fixed Income, Alternative Investments, Asset Management, Capital Markets, Portfolio Management, Investments, Mutual Funds, Derivatives, Bloomberg, Series 7, Financial Services, Securities, Series 24, Series 66, Institutional..., CRM databases, Process Improvement, Marketing, Marketing Strategy, Market Research, Sales Management, Real Estate, Real Estate Development, Private Equity, Fund Of Funds, Asset Allocation, Investment Strategies
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
BA, Economics / German
Goethe Institute 1998 — 1999
Zertifikat Deutsch für den Beruf, Business German
Chatham High School 1992 — 1995
Church Pension Group January 2007 - Present
AllianceBernstein May 2005 - November 2006
Deutsche Asset Management July 2004 - March 2005
HSBC May 2000 - October 2003
Philip Morris Companies Inc August 1987 - March 2000
Federal Reserve Bank of New York November 1982 - August 1987
Skills
Strategic Communications, Newsletters, Internal Communications, Content Management, Editing, Press Releases, Crisis Communications, Media Relations, Marketing Communications, Copy Editing, Public Relations, Journalism, Social Media, Communication Training, Copywriting, Advertising, Event Planning, Magazines, Research, Blogging, Publications, Social Media Marketing, Publicity, Content Strategy, Web Content Management, Publishing, Digital Media, Technical Writing, Proofreading, Marketing, Event Management, Content Development, Creative Writing, Photography, Web Content, Communications Planning, Editorial
Education
Pace University 1977 — 1981
Bachelor of Arts (B.A.), Journalism
Good Counsel 1974 — 1977
Fidelity National Information Services August 2013 - Present
Broadridge May 2008 - July 2013
Deutsche Asset Management January 2007 - March 2008
Kaplan 2006 - 2006
Morgan Stanley 2004 - 2006
Prudential Financial 1997 - 2004
AT&T 1996 - 1997
Skills
Sybase, Software Development, Software Project..., CRM, SDLC, Requirements Gathering, Microsoft SQL Server, .NET, IT Management, Project Management, Technical Project..., Agile & Waterfall..., Code Review, ASP.NET MVC, Solution Architecture, Database Design, Crisis Management, Offshore Resource..., Third Party Vendor..., Business Analysis, Technical Recruiting, UIX, Technology Review, Application Lifecycle..., Leadership, Strategy, Requirements Analysis, Agile Methodologies, IT Strategy
Education
Wayne State University 1991 — 1994
Master of Science (MS), Computer Science
Osmania University 1987 — 1991
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering
Bucks County Community College September 2007 - Present
Aronson+Johnson+Ortiz November 2003 - Present
Deutsche Asset Management February 2001 - November 2003
U.S. Securities & Exchange Commission February 1994 - February 2001
Education
Philadelphia University 1995 — 1998
M.B.A., Finance
The College of New Jersey 1991 — 1993
B.S., Accounting
Goldman Sachs August 2015 - Present
RGP June 2014 - July 2015
Goldman Sachs November 2011 - December 2012
Avestus Capital Partners March 2007 - November 2011
Deutsche Asset Management January 2004 - March 2007
Goldman Sachs 1994 - 2003
Lehman Brothers July 1993 - March 1994
Merrill Lynch March 1990 - July 1993
Skills
Asset Management, Asset Managment, Corporate Finance, Due Diligence, Equities, Financial Modeling, Hedge Funds, Investment Banking, Investments, Private Equity, Valuation, Alternative Investments, Financial Analysis, Emerging Markets
Education
Pace University 1987 — 1991
Pace University - Lubin School of Business 1987 — 1991
Deutsche Asset Management AVPState Street1996 - 2004
Education
Providence College 1992 — 1996
Deutsche Asset Management October 2013 - Present
Williams Capital Management, LLC January 2003 - October 2013
EH Williams Capital May 2003 - April 2011
Williams Capital Group October 1999 - December 2002
Cambridge Global Fund November 1998 - October 1999
BBV Securities 1996 - 1998
Unifund SA 1993 - 1996
Standard & Poor's 1989 - 1993
Standard & Poors Corp 1984 - 1989
Skills
Mutual Funds, Hedge Funds, Capital Markets, Private Equity, Portfolio Management, Asset Allocation, Financial Markets, Corporate Finance, Investor Relations, Analysis, Bloomberg, Emerging Markets, Equities, Finance, Valuation
Education
Pace University - Lubin School of Business 1988 — 1994
Master of Business Administration (MBA), Finance
The University of Texas at Austin 1980 — 1984
Bachelor of Journalism
TIAA-CREF October 2014 - Present
TIAA-CREF January 2005 - Present
State Street Corporation 2003 - 2005
Deutsche Asset Management 1995 - 2003
Scudder Kemper Investments 1995 - 1999
Education
Providence College 1987 — 1991
Finance
FDIC July 2009 - Present
Harken Financial Services October 2005 - June 2009
Deutsche Asset Management October 1998 - September 2005
Education
Saint Mary's University of Minnesota 1972 — 1976
BA, Business Management
Madison Consulting Group 2014 - Present
New York Life Insurance Company 2012 - 2014
New York Life Investment Management 2011 - 2012
Madison Square Investors, LLC / New York Life Insurance Company 2009 - 2011
JP Morgan 2009 - 2009
Bear Stearns 2007 - 2009
Deutsche Asset Management 1989 - 2007
Bankers Trust 1989 - 1998
Skills
Securities, Asset Management, Investment Management, Asset Managment, Management, Financial Services, Operational Risk, Hedge Funds, Equities, Technology Management, Strategy, Restructuring, Portfolio Management, Performance Measurement, Process Redesign, Bloomberg, Wealth Management, Leadership, Derivatives, Trading, Fixed Income, Outsourcing, Alternative Investments, Project Management, Valuation, Investments, Investment Strategies, Capital Markets, Mutual Funds, Operations Management, Budget Management
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Strategy and Finance
Vanderbilt University
BS, Math
None July 2009 - Present
The Hershey Company November 2006 - July 2009
Constellation Energy October 2002 - November 2006
Deutsche Asset Management August 2000 - September 2002
PricewaterhouseCoopers November 1998 - July 2000
PFPC June 1997 - October 1998
Education
Saint Joseph's University 1993 — 1997
B.S., Accounting
NYL Investors, LLC September 2013 - Present
NYL Investors 2013 - June 2014
New York Life Investment Management September 2002 - September 2013
Deutsche Asset Management August 2000 - September 2002
Deutsche Bank July 1998 - July 2000
Bankers Trust Company June 1994 - June 1998
Bankers Trust Company January 1990 - June 1994
Bankers Trust Company October 1988 - January 1990
Skills
Fixed Income, Derivatives, Performance Measurement..., Administration, Mutual Funds, GIPS Oversight, Financial Modeling, Capital Markets, Performance Measurement, Hedge Funds, Investments, Trading, Accounting, Asset Allocation, Securities, System Administration, Middle Office, Investment Strategies, Bonds, Financial Reporting, Investment Advisory, Financial Markets, Equities, Risk Management, Financial Analysis, Asset Management, Financial Risk, Settlement, Alternative Investments, Financial Services, Valuation, Investment Management, Series 7, Portfolio Management, Banking, Bloomberg, Wealth Management, Fund Accounting, FX Options, Series 63, Options, Business Analysis, Private Equity, Investment Banking, FINRA, ETFs, Equity Research, Fund Of Funds, Corporate Actions, Institutional...
Education
Mount Saint Mary's College 1984 — 1988
B.S., Business and Finance
Deutsche Asset Management Vice PresidentDeutsche Bank2007 - Present
Brown Brothers Harriman 1998 - 2004
Education
Northeastern University
Wellington Management Business AnalystWellington Management LLP2004 - 2008
Deutsche Asset Management 2001 - 2004
Skills
Derivatives, Business Analysis, Equities, Fixed Income, Portfolio Management, Investments, Financial Services, Hedge Funds, Securities
Education
Northeastern University 2005 — 2008
MBA
University of Massachusetts, Amherst 1996 — 2000
BA, Finance
Cisco Systems 2008 - Present
Deutsche Asset Management 2004 - 2008
Thomson Financial 2000 - 2004
Skills
Virtual Learning, Sales Process, Sales, Salesforce.com, WebEx, Telepresence, Virtual Teams, Instructional Design, Program Management, Financial Analysis, CFA, Chartered Financial...
Education
Rutgers University 1996 — 2000
Bachelor of Arts (B.A.), Economics & Pyschology
Robeco Trust Company March 2009 - January 2011
Robeco Investment Management May 2005 - January 2011
Robeco Investment Management April 2005 - April 2008
Deutsche Asset Management 2001 - 2005
Skills
Hedge Funds, Asset Management, Alternative Investments, Equities, Securities
Education
New York Law School 1991 — 1995
Goldman Sachs June 2012 - Present
Daddy Provides August 2014 - Present
Deutsche Asset Management February 1992 - June 2012
DWS Investments 1992 - June 2012
Northwestern Mutual Life May 1989 - November 1991
Skills
Mutual Funds, Separately Managed..., Alternative Investments, ETFs, Retirement Planning, Financial Advisory, Asset Management, Asset Allocation, Financial Services
Education
Purdue University 1985 — 1989
Bachelor of Science, Financial Planning and Services
Activision March 2015 - Present
Activision February 2013 - February 2015
Bacardi July 2009 - February 2013
Deutsche Asset Management January 2009 - July 2009
Deutsche Asset Management January 2007 - December 2008
Deutsche Asset Management July 2006 - December 2006
Deutsche Asset Management May 2003 - July 2006
Instinet Corporation August 2002 - April 2003
Education
Cornell University, School of Industrial & Labor Relations 2003 — 2005
Certificate, Human Resources
New York University 1997 — 2001
B.A., Psychology
Columbia Management October 2005 - Present
Deutsche Asset Management July 2000 - September 2005
PricewaterhouseCoopers September 1989 - June 2000
Education
Northeastern University
MSA, MST, MBA
Wellesley College
AB, Economics, Mathematics
The Guardian Life Insurance Company of America May 2013 - Present
AIG June 2010 - May 2013
Yodle February 2010 - June 2010
Deutsche Asset Management May 2003 - August 2009
Alliance Bernstein July 2001 - May 2003
PricewaterhouseCoopers September 1998 - July 2001
Deloitte & Touche LLP August 1997 - September 1998
TIAA-CREF April 1994 - August 1997
A. Uzzo and Company, C.P.A.'s, P.C. November 1992 - March 1994
Arthur Giglio, CPA August 1989 - October 1992
Skills
Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Auditing, Forecasting, Accounting, IFRS, Mergers & Acquisitions, Finance, US GAAP, Process Improvement, GAAP, SEC filings, Analysis, SAP, Account Reconciliation, Financial Risk
Education
Pace University - Lubin School of Business 1990 — 1994
Certificate, Financial Accounting
Temple University - Fox School of Business and Management 1986 — 1989
Business Administration
The College of New Jersey 1982 — 1986
BS, General Business
Rowan College at Burlington County
Six Sigma Greenbelt - DeAM
BNY Mellon Asset Servicing October 2012 - Present
Deutsche Asset Management April 2012 - October 2012
Robert Half Finance & Accounting September 2011 - January 2012
JPMorgan Asset Management July 2006 - July 2011
Legg Mason April 2005 - June 2006
JPM Asset Management April 2002 - March 2005
JPM Asset Management October 1997 - September 2001
BNY Mellon January 1994 - January 1997
Skills
Recruiting, Fund Administration, Securities, Hedge Funds, Mutual Funds, Fund Accounting, Client Services, AML, Funding, Accounting, Bloomberg, Asset Management, Fixed Income, Institutional...
Education
Queens College 1989 — 1994
Deutsche Asset Management March 2002 - Present
HSBC Securities March 2000 - November 2002
Salmon Smith Barney September 1996 - December 1999
Skills
Organization &..., Highly effective, C-Level Presentations, Research, Front Office, Euroclear, Fixed Income, Middle Office, Trading, Discretion, Equities, Securities Lending, Equity Trading, Bloomberg Terminal, Series 7, Series 63, Banking
Education
New York University 2002 — 2008
Economics
Barclays Capital July 2011 - Present
ESP Technologies December 2007 - December 2010
Glenpoint Capital Partners 2004 - 2007
Deutsche Asset Management 2000 - 2004
Skills
Equities, Trading, Bloomberg, Series 7, Derivatives, Equity Derivatives, Financial Modeling, Quantitative Finance, Options, Electronic Trading, Series 63, Trading Systems, Middle Office, Series 55, Monte Carlo Simulation, VBA, ETFs, Fixed Income, ETF Creation/Redemptions
Education
Stevens Institute of Technology 2010 — 2014
MS, Financial Engineering
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics
St. Peter's College
MBA, Finance
Bank of America April 2006 - May 2010
State Street Bank April 2004 - April 2006
Deutsche Asset Management September 2001 - April 2004
Pioneer Investment Management November 1999 - September 2001
Skills
Management, Accounting, Financial Analysis, Banking, Investments, Portfolio Management, Financial Reporting, Mutual Funds, Analysis
Education
Roger Williams University 1995 — 1999
Bachelor or Science, Accounting
Galway Junior Senior High School
TIAA-CREF July 2013 - Present
Deutsche Asset Management 2008 - June 2013
Merrill Lynch November 2006 - October 2008
The Bank of New York November 2005 - November 2006
Skills
Bloomberg, Business Analysis, Equities, Financial Analysis, Financial Services, Fixed Income, Mutual Funds, Operational Risk, Corporate Actions
Education
Rider University 2001 — 2005
B.S. in Business Administration
St. John Vianney High School 1997 — 2001
Genworth Financial 2006 - October 2014
Cantor Fitzgerald 2005 - 2006
MKP Capital Management, L.L.C. 2004 - 2005
Balyasny Asset Management L.P. 2002 - 2003
Deutsche Asset Management 1996 - 2001
Citi 1988 - 1996
MetLife 1984 - 1988
Skills
Mutual Funds, Bonds, Financial Modeling, Financial Services, Investment Management, Trading, Bloomberg, Private Equity, Investment Banking, Valuation, Financial Markets, Wealth Management
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Finance, General
University at Buffalo
Bachelor's Degree, Business Administration and Management, General
Deutsche Bank 1999 - 2003
Deutsche Asset Management 1993 - 2003
Deutsche Bank/Bankers Trust 1986 - 2003
Bankers Trust Company 1986 - 1999
Skills
Asset Management, Securities Lending, Money Market, Risk Management, Securities
Education
Queens College 1965 — 1969
B.A., History
KKR 2009 - Present
Citi Alternative Investments January 2006 - January 2009
Deutsche Asset Management 1999 - 2005
Education
University of Rochester 1989 — 1993
New England School of Law
U. S. Trust Bank of America Private Wealth Management June 2012 - Present
Bank of America April 2006 - June 2012
US Trust 2003 - 2006
Deutsche Asset Management 2002 - 2002
Zurich Scudder Investments 2000 - 2002
Scudder Kemper/Zurich Scudder Investments/Deutsche Asset Management 2000 - 2002
Scudder Investments 1983 - 2000
Chemical Bank 1980 - 1983
Skills
Alternative Investments, Asset Managment, Relationship Management, Investments, Asset Management, Portfolio Management, Risk Management, New Business Development, Securities, Fixed Income, Equities, Asset Allocation
Education
New York University 1979 — 1981
MBA, Finance
Mount Holyoke College 1973 — 1977
AB, Biochemistry
North Suburban Library System MemberIllinois Library Association2007 - Present
HSBC North America Holdings November 2003 - August 2007
Deutsche Asset Management April 1984 - August 2003
Education
Roosevelt University 2006 — 2009
Bachelor of Professional Studies, Liberal Arts
Homecare Connect May 2011 - April 2014
Federated Investors, Inc. November 2007 - October 2008
Deutsche Asset Management August 2001 - August 2003
New England Financial June 2000 - August 2001
Brown Brothers Harriman January 1999 - May 2000
Skills
Marketing Strategy, Marketing, Marketing Research, Product Marketing, Finance, Financial Reporting, Financial Analysis, Financial Accounting, Account Reconciliation, Accounting, Fund Accounting, Mutual Funds, Microsoft Office, Bloomberg, Reuters, New Business Development, Equities, Management, Strategy
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2006
MBA, Marketing & Finance
Ohio Wesleyan University 1993 — 1997
BA, History
Rivers School
LDL Capital Management, LLC May 2011 - Present
KKR September 2010 - May 2011
Plainfield Asset Management April 2009 - September 2010
Deutsche Asset Management April 2006 - April 2009
Deutsche Bank April 2002 - March 2006
Goldman Sachs January 2000 - March 2002
Bear Stearns December 1995 - December 1999
Skills
Equities, Fixed Income, Capital Markets, Private Equity, Investments, Mutual Funds, Investment Management, Commodity, Hedge Funds, Bloomberg, Valuation, Asset Managment, Equity Research, Alternative Investments, Investment Banking, Portfolio Management
Education
Penn State University 1992 — 1996
Bachelor of Science, Finance
Horace Mann
Horace Mann
Fidelity Management & Research Company August 2010 - Present
Wellington Management March 2007 - December 2008
Wellington Management September 2006 - March 2007
Deutsche Asset Management April 2002 - September 2006
Education
Mount Holyoke College 1980 — 1983
A.B., Economics and Mathematics
Pershing October 2011 - Present
HSBC Securities September 2010 - July 2011
Pershing July 2010 - September 2010
AIG Investments September 2006 - December 2008
Deutsche Asset Management 2001 - 2005
Deutsche Bank September 1997 - February 2001
Bankers Trust June 1992 - August 1997
Skills
Equities, Hedge Funds, Alternative Investments, Fixed Income, Prime Brokerage, Series 63, Securities, Series 7, Capital Markets, Asset Managment, Mutual Funds, Asset Management, Private Equity, Middle Office, Investment Strategies, Fund Of Funds, Financial Services, Banking, Portfolio Management, Bonds, Derivatives, Bloomberg
Education
Siena College 1988 — 1992
BS, Marketing and Management
BlackRock 2004 - Present
Deutsche Asset Management 2001 - 2004
The Boston Company / Boston Partners Asset Management 1993 - 2001
Callan Associates 1986 - 1993
Skills
Alternative Investments, Hedge Funds, Asset Managment, Fixed Income, Investments, Asset Allocation, Equities, Series 7, Investment Management, Investment Strategies, Portfolio Management, Institutional Investors, Fund Of Funds, Mutual Funds, Private Equity, ETFs, Investment Advisory, Wealth Management, Endowments, Capital Markets
Education
San Francisco State University
Master of Business Administration (MBA), Finance
University of California, Berkeley
Bachelor of Arts (BA), Political Science/Economy
Deutsche Asset Management January 2002 - Present
Deutsche Bank June 1996 - Present
DEUTSCHE BANK June 2007 - May 2011
Skills
PMI Trained, Agile Methodologies, Business Process..., Vendor Management Skills, Resource Development, Budget Mangement, Business Analysis, Risk Management, Quality Assurance, Quality Management, Virtual Teams, Manage Client..., Business knowledge of..., Marketing Compliance, Employee Trading &..., JavaScript, Documentum, Oracle
Education
New York University 1992 — 1994
Bachelor of Arts in Computer Science, Computer Science, Laude, G.P.A.: 3.8/4.0
ACA Compliance Group May 2010 - Present
Deutsche Asset Management August 2006 - May 2010
Allianz Global Investors November 2004 - August 2006
UBS Alternative Investment Group January 2004 - October 2004
Prudential Investments LLC September 2002 - December 2003
AIG Global Investment Corporation October 2001 - August 2002
U.S. Securities and Exchange Commission June 1999 - October 2001
Skills
Regulatory Filings, Hedge Funds, Compliance, Investment Advisory, Investments, Private Equity, Auditing, Asset Management, Ethics, Consultancy, Account Management, Articles, Project Planning, SEC reporting, Securities Regulation, Policy Writing, Procedures Manuals, Procedure Review, Compliance Management, Compliance Audits, SEC compliance, Code Compliance, Risk Assessment, Conflict Analysis, Committees, Seminar Speaker, Speaking Engagements, Conference Speaking, Conference Presentations, Supervisory Experience, Legal Research, Newsletter Writing, Staff Training, Surveillance, Site Inspections, Due Diligence, Mock Interviews, Exit Interviews, Systems Monitoring, Client Consulting, Client Development, SEC, Policy, SEC filings, Quality Auditing, Management Consulting, Asset Managment, Internal Audit, Public Speaking, System Monitoring
Education
Utica College 2015 — 2016
Master of Science (M.S.), Cybersecurity/Forensics
Regis University 2001 — 2003
Masters, Business Administration; Management
Pace University 1995 — 1999
Bachelor, Business Administration; Finance
Utica College
Deutsche Asset Management 2005 - 2008
Goldman, Sachs & Co. 2004 - 2005
The Bank of New York 2001 - 2004
Skills
Financial Risk, Risk Management, Asset Managment, Banking, Asset Management
Education
Barnard College - Columbia University
BA
New York Law School
JD
Lotus Rose LLC October 2012 - Present
Womens Business Enterprise 2014 - Present
Deutsche Asset Management January 2001 - December 2012
Skills
Management, Business Strategy, Operational Excellence, Project Management, Disaster Recovery, Corporate Relocation, Vendor Relationships, Cost Management, Managing Project Budgets, Team Building, Alternative Investments, Analysis, Asset Management, Asset Managment, Business Analysis, Change Management, Contract Negotiation, Customer Service, Due Diligence, Equities, Finance, Financial Analysis, Financial Modeling, Financial Services, IT Strategy, Investment Banking, Investments, Leadership, Marketing, Vendor Management, Strategy, Strategic Planning, Sales, Risk Management, Program Management, Procurement, Process Improvement, Private Equity, Portfolio Management, Personnel Management, Microsoft Excel
Education
Pace University - Lubin School of Business
BBA, Management
Voya Investment Management June 2014 - Present
Guggenheim Partners 2010 - June 2014
Cambridge Financial Associates April 2008 - July 2011
Capital Guardian Trust Company May 2007 - June 2009
Deutsche Asset Management 2001 - 2007
CDC Investments Management Corporation 2000 - 2001
Education
Queens College
BA, Accounting and Information systems
Quincy Capital Partners, LLC July 2015 - Present
RidgeWorth Investments June 2011 - December 2013
Guggenheim Funds October 2009 - June 2011
Deutsche Asset Management April 2006 - May 2009
DWS Investments/Deutsche Bank April 2003 - April 2006
Schneider Logistics Payment Services, Inc. October 2002 - April 2003
UBS PaineWebber May 1999 - December 2001
Midwest Alliance Group December 1998 - May 1999
BNP Securites (U.S.A.) December 1996 - July 1997
Finacor Vendome, Inc. 1994 - 1996
Skills
Mutual Funds, Series 7, CRM, Business Planning, Investments, Management, Cross-functional Team..., Sales Management, Entrepreneurship, Marketing, Sales Operations, Asset Management, Portfolio Management, Sales, Fixed Annuities, Securities, Public Speaking, Wealth Management..., Asset Allocation, Training, Sales Process, Variable Annuities, High Net Worth..., Negotiation, Alternative Investments, Analysis, Estate Planning, Wealth Management, Strategic Partnerships, Leadership
Education
Northern Illinois University 1982 — 1986
B.S., Finance
Two Sigma September 2015 - Present
Deutsche Bank Securities 1997 - September 2015
Deutsche Asset Management 2005 - 2009
Education
Penn State University
Bachelor of Science (BS), Economics
UBS Wealth Management January 2003 - April 2009
Deutsche Asset Management 2001 - 2003
Bankers Trust Co 1994 - 2001
Bankers Trust Co. 1987 - 1994
Education
Ramapo College of New Jersey 1988 — 1992
BS, Business Management
Deutsche Asset Management April 2013 - Present
Deutsche Asset Management July 2002 - October 2012
MFS Investment Managment 1983 - 2002
Skills
SharePoint, MS Access, Investment Management..., Derivatives, Fixed Income, Equities, Data..., Charles River, Near Shoring, Access, Charles River IMS, Alternative Investments, Bloomberg, Hedge Funds, Capital Markets, Investment Management, Middle Office, Bonds, Investment Advisory, Investments
Education
Northeastern University 1979 — 1983
Bsc, International Business Administration and Marketing
Cornwall Technical College, England 1977 — 1979
Ordinary National Diploma, Business Studies
Aberdeen Asset Management 2005 - Present
Deutsche Asset Management 1998 - 2005
SEI 1996 - 1998
SEI 1994 - 1996
Skills
Asset Managment, Fixed Income, Bloomberg, Derivatives, Alternative Investments, Investment Management, Asset Management, Mutual Funds, Hedge Funds, Equities, Asset Allocation, Bonds, Fund Of Funds, Investment Strategies, Middle Office, Portfolio Management
Education
Villanova University 1994 — 1997
MBA
Penn State University 1989 — 1993
BS, Finance & International Business
Gullo Speciality Foods February 2010 - Present
AIG February 2008 - February 2010
Deutsche Asset Management 2001 - 2007
Skills
Asset Managment, Hedge Funds, Financial Reporting, Financial Analysis, Risk Management, Equities
Education
Pace University
BBA, economics/international Mgmt
US Banccorp March 2014 - Present
Deutsche Asset Management October 2010 - March 2014
Bank of New York Mellon June 2010 - October 2011
JPMorgan Chase March 2007 - December 2009
Skills
Equities, Investments, Mortgage Lending, Trading, Options, FX Options, Finance, Mutual Funds, Fixed Income, Bloomberg, Analysis, Financial Markets, Derivatives, Financial Services, Hedge Funds, Portfolio Management
Education
Peter J. Tobin College of Business 2002 — 2007
BS, Finance
St. John's University 2002 — 2007
Bachelor of Science, Finance Major
St. John's University, The Peter J. Tobin College of Business 2002 — 2006
BS, Finance
Mirae Asset Global Investments (USA) LLC 2013 - Present
Mirae Asset Discovery Funds 2011 - Present
Mirae Asset Global Investments (USA) LLC 2009 - Present
Credit Suisse Asset Management 2007 - 2008
DB Absolute Return Strategies 2004 - 2006
Deutsche Asset Management 2001 - 2004
Deutsche Asset Management 1999 - 2001
Bankers Trust Company 1994 - 1999
Skills
Hedge Funds, Equities, Mutual Funds, Investments, Emerging Markets, Product Development, Marketing, Marketing Strategy, Asset, Alternative Investments, Asset Managment, Bloomberg
Education
Northwestern University - Kellogg School of Management
Master of Management, Finance, marketing, strategy, international business
Washington University in St. Louis
BS, Computer science
Deutsche Asset Management January 2003 - Present
Education
New York University 1989 — 1991
MBA, Finance
University of Notre Dame 1978 — 1982
B.A., Political Science, Latin America Studies, Spanish
Apollo Global Management LLC September 2014 - Present
GoldenTree Asset Management June 2002 - September 2014
Deutsche Asset Management 2000 - 2002
Lazard Asset Management 1996 - 2000
Skills
Performance Attribution, Fixed Income, Hedge Funds, Bloomberg, Alternative Investments, Equities, Asset Managment, Bonds, Options, Corporate Finance, Performance Measurement, High Yield, Asset Management, Portfolio Management, Derivatives, Investment Management, Analytics
Education
Pace University - Lubin School of Business 2010 — 2012
Master of Business Administration (MBA)
Rutgers University-New Brunswick 1990 — 1993
B.S., Accounting
Deutsche Asset Management March 2002 - Present
Bear Stearns & Co. 1999 - 2002
Chase Securities 1995 - 1999
Skills
Credit, Fixed Income, Asset Managment, Capital Markets, Investments, Bloomberg, High Yield, Bonds, Asset Allocation, Series 7, Financial Modeling, Chartered Financial..., Financial Risk, Hedge Funds, Portfolio Management, Alternative Investments, Asset Management, Investment Management, Equities, Derivatives
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Finance
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Finance, General
Aberdeen Asset Management 2005 - Present
Deutsche Asset Management 1999 - 2005
Bankers Trust 1995 - 1999
Skills
Alternative Investments, Equities, Hedge Funds, Mutual Funds, Investment Strategies, Portfolio Management, Fixed Income, Asset Managment, Asset Management
Education
Seton Hall University 1989 — 1993
Charles River Associates PrincipalCRA International2006 - Present
Federal Reserve Bank of Boston September 2003 - December 2006
National Economic Research Associates June 2002 - September 2003
Deutsche Asset Management April 2001 - May 2002
PricewaterhouseCoopers January 1999 - April 2001
Enron January 1998 - December 1998
NYNEX Science and Technology 1990 - 1995
Skills
Valuation, Mergers & Acquisitions, Quantitative Analytics, Economics, Financial Modeling, Management Consulting, Capital Markets, Corporate Finance, Analytics, Portfolio Management, Econometrics, SAS, Financial Analysis, Enterprise Risk..., Statistical Modeling, Quantitative Finance, Investments, Financial Risk, Risk Management
Education
University of Pennsylvania - The Wharton School 1995 — 2002
PhD, Financial Engineering
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
New York University 1987 — 1990
MS, Computer Science
STV April 2015 - June 2015
Jackson Hewitt Tax Service Inc. January 2015 - April 2015
Bonelli & Associates December 2014 - April 2015
New York Life Insurance Company November 2013 - September 2014
BNY Mellon February 2010 - October 2013
H&R Block 2011 - 2013
Bank of New York Mellon June 2008 - December 2009
Bank of New York Mellon December 2006 - December 2009
Bank of New York Mellon December 2006 - June 2008
Deutsche Asset Management April 2000 - April 2005
Skills
Equities, Portfolio Management, Account Reconciliation, Accounting, Fixed Income, Bloomberg, Mutual Funds, Financial Services, Trading, Cash Flow, Options, Tax, Software Documentation
Education
St. John's University 1993 — 1996
M. B. A, Accounting, 3.44 GPA
Saint John's University 1992 — 1996
MBA, Accounting
S.U.N.Y. @ BUFFALO 1981 — 1984
B.S, Business Administration
General Douglass MacArthur High School 1976 — 1979
Regents Diploma, Various
Deutsche Asset Management February 2013 - Present
Deutsche Asset Management February 2007 - February 2013
Deutsche Asset Management February 2003 - February 2007
Zurich Scudder Investments May 2000 - February 2003
Putnam Investments June 1993 - May 2000
Skills
Mutual Funds, Municipal, Bonds, Credit, Research, High Yield, Municipalities, Money Market, Fixed Income, Funding, Securities
Education
Northeastern University 1998 — 2002
MBA, Finance
University of New Hampshire 1992 — 1996
BA, Political Science
Malden Catholic High School 1988 — 1992
Dominican University September 2010 - Present
Roosevelt University January 2009 - December 2009
WellPoint Inc. (UniCare) 2007 - 2008
Deutsche Asset Management 2002 - 2007
Allstate Insurance 1986 - 2002
Skills
Microsoft Office, Event Planning, Higher Education, Management, Microsoft Word, PowerPoint, Spanish, Customer Service
Education
Roosevelt University 2004 — 2009
BPS
Northwestern College 1983 — 1985
Associate
California Bank & Trust August 2014 - Present
Preferred Bank June 2012 - July 2014
Fubon Bank March 2011 - June 2012
DACO Semiconductor Co., Ltd. November 2008 - March 2010
Deutsche Asset Management April 2006 - August 2008
Skills
Banking, Cash Flow, Outlook, Bloomberg, Credit, Microsoft Office, Credit Analysis, Mutual Funds, Forecasting, Financial Reporting, Financial Analysis, Finance, Accounting, Investments, Loans, Commercial Banking, Commercial Lending, Asset Management
Education
San Diego State University-California State University
Master of Business Administration (MBA), International Business
University of Houston, C.T. Bauer College of Business
Bachelor's degree, Finance
New Mexico State Investment Council February 2014 - Present
Real Asset Strategies August 2013 - January 2014
Hastings Funds Management USA June 2008 - July 2013
Various Non Executive Directorships 2003 - 2010
JF Infrastructure 2002 - 2008
Deutsche Asset Management 1999 - 2002
LaSalle Investment Management June 1997 - June 1999
Skills
Asset Management, Investments, Portfolio Management, Financial Structuring, Alternative Investments, Investment Management, Private Equity, Equities, Due Diligence, Project Finance, Investment Strategies, Valuation, Capital Markets, Financial Modeling, Investment Banking, Corporate Finance, Building Relationships, Structuring, Relationship Management, Loan Origination, Strategy, Mergers & Acquisitions, Management, Capital Structure, Origination, Buy-side, Board of Directors, Capital Raising, Start-ups, Mutual Funds, Real Estate, Infrastructure, Timber, Energy, Credit Risk, Advisory Boards, Limited Partnerships, Investment Policy..., Hedge Funds, Financial Analysis, Asset Allocation
Education
CAIA 2014 — 2015
CAIA
FINSIA 2000 — 2003
Graduate Diploma in Applied Finance and Investment
Queensland University of Technology 1997 — 1999
Applied Science, Property, with Distinction
Queensland University of Technology 1994 — 1996
Economics, with Distinction
US Securities and Exchange Commission October 2012 - Present
Cravath, Swaine & Moore LLP June 2010 - October 2012
Brune & Richard LLP March 2011 - May 2011
U.S. Bankruptcy Court, District of N.J. August 2008 - August 2009
Lin & Partners September 2007 - August 2008
Deutsche Asset Management 2003 - 2004
Jennison Associates 2001 - 2003
Salomon Smith Barney 2000 - 2001
Legg Mason 1999 - 2000
Legg Mason Capital Management 1998 - 1999
Skills
Corporate Law, Legal Writing, Legal Research, Commercial Litigation, Corporate Governance, Litigation, International Law, Litigation Support, Legal Assistance, Legal Compliance, Document Review, Securities Regulation, Westlaw, Licensing, Securities, Civil Litigation
Education
National Taiwan Normal University 2007 — 2008
Chinese
New York Law School 2004 — 2007
J.D., Law
National University of Singapore 2005 — 2005
International Comparative Law
Towson University 1992 — 1996
B.S., English
QS Investors, LLC August 2010 - Present
Deutsche Asset Management September 2003 - July 2010
Deutsche Asset Management / Scudder Investments November 2000 - September 2003
Lord Abbett June 1999 - November 2000
Skills
Equities, Mutual Funds, Investments, Asset Allocation, Portfolio Management, Valuation
Education
Pace University - Lubin School of Business 2000 — 2002
MBA, Finance
Pace University 1995 — 1999
BBA, Major: Business Management, Minor: Law
HSBC Asset Management May 2008 - Present
M. SAFRA May 2006 - May 2008
Deutsche Asset Management October 2005 - April 2006
INTERNATIONAL FUND SERVICES December 2003 - October 2005
SJS CORPORATION May 2002 - August 2002
Alliance Capital May 2001 - May 2002
Skills
Bloomberg Terminal, Equities, Financial Modeling, Fixed Income, Hedge Funds, Mutual Funds
Education
Southern Connecticut State University
Master of Business Administration
Southern Connecticut State University
Bachelor of Science, Finance
nature9 Inc June 2012 - Present
DBS Cholamandalam Asset Management (P) Ltd November 2007 - April 2009
Deutsche Asset Management June 2007 - November 2007
Copal Research (P) Ltd November 2006 - May 2007
Education
Panjab University 2003 — 2005
B.Com, Finance and accounting
Amity International Business School
Masters; MBA, Business Administration; International Business
Panjab University (P.U
Bachelor of Commerce, Finance & Accounting
Invesco November 2013 - Present
Deutsche Asset Management November 2003 - November 2013
Rutgers Community Law Clinic August 2002 - May 2003
Japan Federation of Bar Associations February 2002 - April 2002
Skills
Corporate Law, Corporate Governance, Due Diligence, Hedge Funds, Legal Writing, Trading, Securities Regulation, Joint Ventures, Structured Products, Securities, Private Equity, Investments
Education
Rutgers University School of Law - Newark 2000 — 2003
Juris Doctorate, Law
Rutgers, Newark College of Arts and Science
Bachelor of Science
Temple University - James E. Beasley School of Law
Deutsche Asset Management February 2007 - Present
Tishman Construction November 2006 - December 2007
Education
Roger Williams University 1992 — 1996
BS, Psychology and Biology
State Street Global Markets June 2012 - Present
J.P. Morgan May 2008 - May 2012
Deutsche Asset Management November 2004 - May 2008
State Street September 1996 - October 2004
Skills
Superior Client Service, Business Relationship..., Project Management, Organized Multi-tasker, Process Improvement, Procedure Development
Education
Providence College 1992 — 1996
Bachelor of Arts (BA), Mathematical Economics, 3.3
Neuberger Berman February 2013 - Present
BlackRock June 2007 - February 2013
Deutsche Asset Management June 2005 - June 2007
Prudential Financial February 1999 - June 2005
Education
Pace University
Deutsche Asset Management 2004 - Present
Skills
Derivatives, Fixed Income, Hedge Funds, Bloomberg
Education
Rutgers University 2000 — 2004
BA, Economics and Psychology
Virtus Investment Partners January 2012 - Present
Deutsche Asset Management September 2006 - December 2011
Franklin Templeton Investments March 2002 - September 2006
Skills
Investments, Alternative Investments
Education
Northeastern University 1989 — 1994
BA, Broadcast Journalism
Contemporary Artist and Creative Communications Professional 2000 - Present
Dimensional Fund Advisors 2007 - 2013
BlackRock 2005 - 2006
Deutsche Asset Management 2004 - 2005
NBC News 2000 - 2000
Education
University of Colorado Boulder
International Center of Photography, New York, NY
San Francisco Art Institute
L’ecole Nationale Photographie Superieur, Arles, France
Santa Reparata International School of Art, Florence, Italy, via Washington University, St.Louis, MO
John Burroughs High School
BMO December 2007 - Present
BMO Harris Bank June 2005 - December 2007
Aon September 2004 - June 2005
Cardinal Health March 2004 - September 2004
Deutsche Asset Management September 1997 - December 2003
Skills
Windows Server, Juniper, VMware ESX, Checkpoint, CCNA
Education
Prairie State College
Providence Public Schools August 2014 - Present
Providence Public Schools 2007 - 2014
Deutsche Asset Management 1998 - 2005
Education
Providence College 1989 — 1993
Bachelor of Business Administration (BBA)
HMSHost 2012 - Present
Deutsche Asset Management 1998 - 2000
Deutsche Asset Management 1995 - 1998
CEL Communications Inc. 1993 - 1995
Next Step Marketing 1991 - 1993
Skills
Variance Analysis, P&L, Financial Reporting, Accruals, Contractual Obligations, Account Reconciliation, Microsoft Excel, PeopleSoft, Micros POS, Spreadsheets, Vlookup, Horizon, XBR Web Application, Lawtrac, Multi-level..., Profit Sharing, Financial Analysis, Analytics, Income Statement, Lease Audit, Contractual Agreements, Compliance, Exposure Assessment, Data Analysis, Financial Audits
Education
Pace University - Lubin School of Business 1987 — 1991
Bachelor of Business Administration (BBA), International Management
Ecole Internationale de Geneve
Deutsche Asset Management April 2014 - Present
Deutsche Asset Management December 2009 - March 2014
Deutsche Asset Management March 2009 - December 2009
Deutsche Bank November 2008 - March 2009
Skills
Investments, Capital Markets, Fixed Income, Bloomberg, Structured Products, Financial Markets, Trading, Trading Systems, Stable Value
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2004 — 2008
Bachelor of Science (BS), Finance, General
Deutsche Asset Management July 2005 - Present
Chicago Equity Fund July 2004 - July 2005
Education
Northwestern University - Kellogg School of Management 2008 — 2011
Master of Business Administration (MBA), Finance
University of Wisconsin-Madison 1999 — 2004
Bachelor of Business Administration (BBA), Finance and Real Estate