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
T Rowe Price April 2015 - Present
M&T Bank July 2006 - March 2015
Deutsche Asset Management August 1994 - December 2005
Deutsche Bank 1994 - 2005
Skills
Mutual Funds, Fund Administration, Series 6, Series 26, Series 63, Investments, Asset Allocation, FINRA, Alternative Investments, Risk Management
Education
Towson University 1993 — 1995
Wells Fargo Securities, LLC May 2010 - Present
Deutsche Asset Management May 2005 - January 2009
Skills
Equities, Equity Research, Hedge Funds, Bloomberg, Financial Modeling, Portfolio Management, Valuation, Capital Markets, Investments, Asset Management, Fixed Income, Investment Banking, Financial Analysis, Alternative Investments, Securities, Trading, Investment Management, Private Equity, Corporate Finance, Options, Equity Sales, Investor Relations
Education
University of California, Santa Barbara
BA, Business Economics
Virtus Investment Partners, Inc. September 2014 - Present
PIMCO June 2012 - September 2014
State Street Corporation November 2007 - May 2012
Deutsche Asset Management April 2003 - October 2006
Deutsche Asset Management April 2001 - April 2003
State Street Corporation September 1999 - April 2001
Skills
Financial Statements, Mutual Funds, Bloomberg, Investments, Financial Reporting, Financial Analysis, Fixed Income, Internal Controls, Accounting, General Ledger, Equities
Education
Suffolk University 2008 — 2011
Masters of Science Taxation, Accounting and Taxation
Suffolk University 2008 — 2011
Masters, Business Administration
Marsh & McLennan Agency January 2013 - Present
Deutsche Asset Management July 2007 - January 2013
DWS Investments July 2007 - January 2013
CitiStreet June 2001 - July 2007
John Hancock May 2000 - May 2001
Putnam Investments May 1994 - May 2000
Putnam May 1994 - May 2000
Skills
Mutual Funds, Retirement, Investments, Defined Benefit, Asset Allocation, Retirement Planning, CRM, Business Planning, Product Management, Defined Contribution, Series 63, Series 7, Recruiting, Sales, Series 6, Asset Managment, Securities, Fixed Income, 401k, Equities, ETFs, Investment Management, Investment Advisory, Asset Management
Education
Bentley College
Certificate, Pension Administration
Stonehill College 1990 — 1994
Bachelor of Arts, International Relations and Affairs
21st Century Fox August 2013 - Present
Credit Suisse April 2012 - August 2013
Marsh October 2011 - April 2012
The Blackstone Group January 2009 - June 2011
The Blackstone Group January 2007 - December 2008
The Blackstone Group May 2005 - December 2006
Deutsche Asset Management January 2003 - May 2005
Deutsche Asset Management September 2001 - December 2002
Skills
Business Analysis, MS Project, Offshore Project..., Process Engineering, Process Improvement, Data Analysis, Data Validation, Data Quality, MS Office Suite, Visio, Econometrics, Project Planning, Project Implementation, Project Coordination, Document Management, Documentation, Documentum, Consultancy, Reconciliations, Asset Management, Excel, User Acceptance Testing, Quality Assurance, Testing, Test Cases, SnagIt, Requirements Gathering, Streamline Processes, Requirements Analysis, Microsoft Excel, Project Management, Microsoft Office, Business Process, Software Documentation
Education
Tulane University 1997 — 2001
BS, Economics
Deutsche Asset Management January 2015 - Present
Mercedes Benz of Houston Greenway May 2014 - Present
Hamburg School of English 2013 - 2014
Mercedes-Benz of Houston Greenway January 2009 - August 2011
Alumni association at University of Texas at Arlington August 2008 - May 2010
Porter Tutoring 2007 - 2009
Skills
Online Marketing, Microsoft Office, Social Media, Sales Management, Copywriting, Team Building, Advertising, Illustrator, Photoshop, Process Improvement, Sales Process, Microsoft Excel, Intercultural..., Business Analysis, International Economics, Organizational..., InDesign, Quality Assurance, Media Marketing, English, Newsletters, Financial Reporting, Technical Documentation
Education
University of Houston 2010 — 2011
of 2011Bachelor of Arts, Advertising
University of Houston, C.T. Bauer College of Business 2007 — 2011
Bachelor of Arts, Advertising and Sales
The University of Texas at Arlington - College of Business Administration 2008 — 2009
Marketing
Grace Prep Academy
General studies
Citi August 2014 - Present
Deutsche Asset Management June 2013 - August 2014
Pageant Media March 2013 - April 2013
Challenger Sports June 2012 - August 2012
Skills
Project Management, Management, Microsoft Office, Teamwork, Coaching, Budget Monitoring, Research Projects, Ad Hoc Reporting, Football, Product Management, Sales Process, Hedge Funds, Secondary Market, Portfolio Management, Customer Service, Microsoft Word
Education
University of Liverpool 2010 — 2013
International Business Studies (B.A.), Business Administration and Management, General, 2:1
Victoria College Jersey 2003 — 2010
Wasmer, Schroeder & Company, Inc. August 2015 - Present
Samson Capital Advisors September 2010 - August 2015
BasketBall City October 2004 - December 2014
Samson Capital Advisors January 2008 - August 2010
Samson Capital Advisors November 2004 - January 2008
Deutsche Asset Management June 2002 - November 2004
Scudder Kemper Investments November 2000 - June 2002
Scudder Kemper Investments September 1998 - November 2000
Nike 1996 - 1998
Skills
New Business Development, Portfolio Management, Fixed Income, Securities, Asset Managment, Investments, Asset Allocation, Wealth Management, Mutual Funds, Investment Strategies, Investment Management
Education
Suffolk University - Sawyer School of Management
MBA, Finance
University of Massachusetts Boston
B.S., Business Management
Legg Mason 2009 - Present
Deutsche Asset Management 2000 - 2009
LPL Financial 1999 - 2000
Skills
Mutual Funds, Investments, Separately Managed..., Series 63, Series 7, Alternative Investments, Hedge Funds, ETFs, Investment Strategies, Investment Management, Series 6, Asset Managment, Structured Products, Private Equity
Education
University of Kansas 1996 — 2000
Deutsche Asset Management May 2008 - Present
UBS June 1997 - May 2008
Skills
Alternative Investments, Asset Management, Hedge Funds, Investments, Real Estate Economics, Real Estate, Portfolio Management, Due Diligence, Equities, Private Equity, Investment Banking, Separately Managed..., Capital Markets, Financial Structuring, Structured Finance, Brokerage, Fund Of Funds, Investment Management
Education
The University of Texas at Austin 1985 — 1989
BA, Econ
Sherman High School 1981 — 1982
Halyard Asset Management, LLC September 2010 - Present
Sterling Stamos June 2005 - September 2010
Deutsche Asset Management July 1998 - June 2005
Natwest/Coutts Asset Management March 1994 - June 1998
Societe Generale 1991 - 1994
Skills
Hedge Funds, Private Equity
Education
The George Washington University - School of Business 1985 — 1987
MBA, Finance
Towson University 1982 — 1985
BA, Finance/English
PDQ ATS Inc. January 2014 - Present
AX Trading Group, LLC August 2009 - June 2013
NYSE/Euronext October 2004 - October 2008
Deutsche Asset Management September 2001 - September 2004
Zurich Scudder Investments 1997 - 2001
Scudder Investments September 1986 - September 1997
Skills
Equities, Relationship Management, Acquisition Integration, Trading, Public Speaking, Investments, Electronic Trading, Options, Securities, Financial Services, Equity Trading, Hedge Funds, Series 7, Capital Markets, FINRA, Series 63, Market Data, Asset Management, Trading Systems, Financial Markets, Investment Management, ETFs, Risk Management, Bloomberg, Fixed Income, Derivatives, Alternative Investments, Investment Banking, Equity Research, Trading Strategies, Mutual Funds, FX Options, Commodity, Bonds, Series 24, Portfolio Management, Hedging, Asset Allocation, Investment Strategies, Emerging Markets, Technical Analysis, Investment Advisory, Private Equity, Wealth Management, Valuation, Investor Relations, Start-ups, Financial Structuring, Financial Risk, Equity Derivatives
Education
University of Connecticut 1976 — 1980
BS, Finance
Barclays Capital 2012 - Present
Jefferies & Company 2008 - 2011
Bear Stearns 2005 - 2008
Lazard Asset Management 2002 - 2005
Deutsche Asset Management 2001 - 2002
Sanford C. Bernstein 1999 - 2001
DE Shaw 1999 - 1999
Skills
Equities, Equity Research, Industrials, Coal, Engineering, Construction, E&C, Engineering &..., Metals, Mining, Metals & Mining, Building Products, Building Materials, Investments, Investment Management, Investment Research, Valuation, Factset, Bloomberg, Fundamental Research, Research, Financial Modeling, Stock Picking, Series 7, Equity Valuation, Gold, Silver, Portfolio Management, Industrial Sector, Capital Markets, Asset Management, Trading, Hedge Funds, Fixed Income
Education
CFA Institute 2000 — 2003
CFA Charterholder
Tufts University 1995 — 1999
Bachelor of Arts
Deutsche Asset Management March 2007 - Present
Education
UCLA Anderson School of Management
Master of Business Administration (MBA)
Guggenheim Investments September 2011 - Present
HSBC July 2010 - January 2011
Rothschild March 2009 - January 2010
Bear Stearns Asset Management August 2007 - July 2008
Deutsche Asset Management May 2006 - August 2007
Zurich Scudder Investments February 2001 - April 2002
Bankers Trust March 1997 - February 2001
BBV-Probursa International, Inc. July 1993 - November 1996
Skills
Asset Management, Financial Services, Marketing Support, Data Management, Hedge Funds, Asset Managment, Securities, Trading, Investment Management, Risk Management, Alternative Investments, Asset Allocation, Mutual Funds, Bloomberg, Equities, Fixed Income, Investment Strategies
Education
Saint John's University
St. Francis College
BS, Business Management
AArdvark Insurance Agency May 2008 - Present
Business Partners - The Chamber for Uptown September 2013 - Present
Rocchetta, Inc. 1995 - Present
Corporate Development Outsourcing February 2006 - May 2008
CDO- Corporate Development Outsourcing 2006 - 2008
Movies & More 1995 - 2004
Deutsche Asset Management August 1990 - March 1995
Skills
Sales, Marketing, Strategic Planning, Project Management, Customer Service, Real Estate, Lead Generation, New Business Development, Health Insurance, Account Management, Sales Management, Marketing Strategy, Contract Negotiation, Retail, Business Development, Insurance, Direct Sales, Small Business, Team Building, Cold Calling, Life Insurance
Education
Triton-College 1983 — 1987
The Hi Fi Alliance 2011 - Present
Playhouse Night Club Hollywood 2009 - 2012
Sound Investment 2006 - 2009
PrimeSource Building Products January 2004 - March 2006
Deutsche Asset Management January 2002 - March 2004
Skills
Audio Engineering /..., Music Programming, Special Events..., Project Management, Hospitality, Business Development, Sales
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2001
B.S.B.A, Business Administration and Management, Marketing
Trianz March 2012 - Present
iGATE Patni May 2011 - March 2012
Patni Americas Inc. July 2008 - May 2011
Manulife Financial September 2008 - January 2010
Deutsche Asset Management January 2003 - May 2008
Deutsche Asset Management Ltd. December 1999 - February 2001
Bankers Trust Private Bank January 1999 - November 1999
Bankers Trust Private Bank January 1998 - December 1998
Satyam Computer Inc 1993 - 1997
Skills
Project Management, Business Analysis, Integration, Business Intelligence, Vendor Management, Management, Change Management, Business Process, Data Warehousing, SDLC, Outsourcing, Software Project..., Program Management, IT Strategy, Requirements Analysis, Databases, Enterprise Architecture, Leadership, SOA, Solution Architecture, Pre-sales, Requirements Gathering, IT Service Management, ETL, PMP, Agile Methodologies, IT Management, Project Portfolio..., ITIL
Education
Sri Venkateswara University 1988 — 1992
B.Tech, Electronics and Communication
Money-Media July 2013 - Present
BioLite February 2013 - June 2013
University of Zurich September 2010 - March 2012
SwissSign AG July 2011 - August 2011
Deutsche Asset Management August 2009 - October 2009
Schülerhilfe Adeniran GbR February 2007 - June 2007
HSBC Trinkaus & Burkhardt February 2006 - July 2006
Skills
STATA, LaTeX, R
Education
Universität Zürich 2010 — 2012
Master of Arts (M.A.), Economics
University of Mannheim 2006 — 2009
BSc., Economics
Hockerill Anglo-European College 2003 — 2005
International Baccalaureate
Prudential Financial September 2014 - Present
L&D Consulting, LLC March 2011 - September 2014
Deutsche Bank July 2009 - March 2011
Deutsche Bank August 2004 - July 2009
Deutsche Asset Management August 2002 - August 2004
Citi 1998 - 2002
Skills
Talent Management, Performance Management, Leadership Development, Succession Planning, Onboarding, Training, Career Development, Vendor Management, Interviews, Strategy, Employee Training, Executive Development, Recruiting, Leadership, Human Resources, Program Management, Management, Team Building, Employee Engagement, Organizational..., Instructional Design, Cross-functional Team..., Project Planning, Change Management, Microsoft Office, E-Learning
Education
University of Maryland 1990 — 1994
BA, Psychology
Wexford Science & Technology, LLC June 2015 - Present
One House At A Time May 2014 - Present
Ballard Spahr LLP January 2012 - June 2015
Community Law Center July 2007 - July 2012
Gallagher Evelius & Jones May 2004 - January 2012
Deutsche Asset Management January 1998 - January 2001
AIM Funds January 1995 - January 1998
Skills
Dispositions, Courts, Real Estate, Real Estate Transactions, Acquisitions, Legal Writing, Appeals, Management, Due Diligence, Real Estate Development, Leases, Corporate Law
Education
University of Maryland School of Law 2001 — 2004
Juris Doctor (J.D.), Honors; Order of the Coif
The Catholic University of America 1988 — 1993
Bachelor's Degree, English Literature, Magna Cum Laude
CommunityAmerica Credit Union July 2005 - Present
Deutsche Asset Management June 1991 - June 2002
Zurich Scudder Investments June 1991 - June 2002
Scudder Investments June 1991 - June 2002
Skills
Employee Relations, Benefits Administration, Project Management, Employee Benefits, Recruiting, Human Resources, Personnel Management
Education
The University of Kansas
Humana July 2015 - Present
Humana December 2012 - June 2015
Deutsche Asset Management March 2007 - June 2012
Invesco Ltd. December 2000 - March 2007
Invesco December 1995 - December 2000
Providian Corporation August 1994 - December 1995
Coopers & Lybrand August 1992 - August 1994
GTE/Contel Cellular June 1991 - June 1992
Skills
Investments, Asset Managment, Financial Analysis, Credit Research, Financial Modeling, Bloomberg, Process Improvement, Financial Risk, Risk Management, Investment Banking, Portfolio Management, Accounting, Banking, Credit Rating, Asset Allocation, Due Diligence, Fixed Income, Mergers & Acquisitions, Equities, Securities, Analysis, Hedge Funds, Credit, Investment Strategies, Finance, Investor Relations, ETFs, Mutual Funds, Financial Services, Alternative Investments, Trading, Bonds, Investment Management, Emerging Markets, Valuation, Equity Research, Derivatives, Institutional..., Capital Markets, Quantitative Analytics, Strategy, Private Equity, Financial Markets, Credit Analysis, Corporate Finance, Equity Valuation, Forecasting, Asset Management
Education
Center for Creative Leadership, Greensboro, NC
Leadership Development Program (LDP) graduate
Transylvania University
BA, Economics
Vanderbilt University - Owen Graduate School of Management
MBA, Accounting and Finance
Securities Investor Protection Corporation August 2014 - Present
A Wons & Associates, LLC January 2009 - August 2014
Wellington Management May 2006 - December 2008
Ameriprise Financial January 2004 - May 2006
Deutsche Asset Management April 2002 - January 2004
Deutsche Asset Management - Zurich Scudder Investments September 1995 - April 2002
The Chase Manhattan Bank April 1994 - August 1995
The Chase Manhattan Bank September 1986 - April 1994
Skills
Management Consulting
Education
University of Buenos Aires 1972 — 1975
BBA, Accounting
Barclays Investment Bank July 2013 - Present
Barclays Capital June 2012 - August 2012
BlackHawk Capital Management June 2008 - April 2011
Deutsche Asset Management October 2007 - June 2008
Skills
Equities, Hedge Funds, Investments, Trading, Options, Entrepreneurship, FX Options, Analytics, Commodity, Financial Modeling, Valuation, Bloomberg, Asset Management
Education
University of Cape Town 2013 — 2013
Exchange Program, Entrepreneurship/Entrepreneurial Studies
UNC Kenan-Flagler Business School 2011 — 2013
MBA, Investment Management
Wake Forest University - Babcock Graduate School of Management 2007 — 2008
MA, Management
University of North Carolina at Chapel Hill 2003 — 2007
BA, Journalism and Mass Communication
Bridgewater Associates July 2010 - Present
Deutsche Asset Management 2008 - July 2010
Deutsche Bank Private Wealth Management 2006 - 2008
Bank of America 2001 - 2006
Morgan Stanley 1995 - 2001
US Army May 1989 - 1994
Skills
Hedge Funds, Asset Managment, Investments, Financial Advisory, Alternative Investments, Asset Allocation, Wealth Management, Asset Management, Investment Management, Financial Modeling, Institutional..., Series 7, Equities, Investment Strategies, Investment Advisory, Capital Markets, Securities
Education
United States Military Academy at West Point 1985 — 1989
BS
Belmont Hill School 1978 — 1985
HS Diploma
Voya Investment Management April 2012 - Present
TCS Financial Solutions January 2010 - March 2012
Mellon Capital Management August 2007 - October 2009
Northern Trust 2003 - 2007
Deutsche Asset Management 1999 - 2003
Bankers Trust 1992 - 1999
Scudder Investments 1987 - 1992
Skills
Asset Management, Equity Trading, FX trading, ETFs, Indexing, Derivatives
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of California, Berkeley
BA
Intersite Technologies Inc. January 2006 - Present
PetCareRx Inc. February 2012 - March 2014
Bimbo Bakeries Inc. January 2009 - September 2010
Deutsche Asset Management January 2008 - November 2009
Fortis Bank January 2006 - November 2006
Santander Centrale Hispano September 2002 - December 2005
Skills
eCommerce, Inventory Control, Portfolio Management, OPICS: FX / Money..., Financial Risk..., MIS Reporting, Securities Trading, HR / Personnel, Trading Compliance, Payroll, AP / AR / GL / DDA, Funds Transfer / SWIFT..., Confirmations: Perfect..., EDI Interfacing, Integration, Derivatives, Trading, E-commerce, Oracle, Databases, SDLC
Education
Polytechnic Institute Of New York
1 year of college, Computer Science
Stevens Institute of Technology
1 year of college, Electrical Engineering / Computer Science
Access Capital Advisors July 2015 - Present
MK Consulting November 2014 - Present
Bertner Advisors, LLC September 2013 - November 2014
Palisade Capital Management November 2007 - September 2013
Rochdale Investment Management December 2005 - November 2007
Fiduciary Trust Company December 2001 - November 2005
Deutsche Asset Management December 2000 - December 2001
Deutsche Asset Management May 1998 - December 2000
Corn Refiners Association August 1992 - June 1997
Chemical Manufacturers Association August 1989 - August 1992
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
St. Olaf College 1985 — 1989
Bachelor's degree, Chemistry and German
AlertRespond, Inc. December 2014 - Present
IronGate Investment Management December 2013 - November 2014
Genworth Wealth Management May 2012 - December 2013
Global Microfinance Partners LLC June 2008 - May 2012
Deutsche Asset Management May 2006 - May 2008
Evergreen Investments April 2003 - June 2006
AIG SunAmerica March 2000 - March 2003
First Union Capital Management Group (Wachovia/Wells Fargo predecessor) February 1999 - March 2000
Morgan Stanley 1996 - 1998
Skills
Investments, Mutual Funds, Portfolio Management, Asset Management, Equities, Financial Services, Capital Markets, New Business Development, Public Speaking, Investment Strategies, Investment Management, Finance, Fixed Income, Microfinance, Marketing, Asset Managment, Financial Advisory, Retirement Planning, Emerging Markets, Wholesale, Banking, Sales, Alternative Investments, Selling, Series 7, 401k, Asset Allocation, Sales Operations, Securities, Wealth Management, Investment Banking, CRM, Management, Wholesaling
Education
The Citadel 1989 — 1993
B.S., Business Administration
Gratia Capital August 2014 - Present
Three Bridges Capital October 2011 - August 2014
UBS Investment Bank August 2010 - October 2011
Cantillon Capital Management LLC August 2003 - August 2009
Orchard Capital Advisors, LLC September 2002 - August 2003
Deutsche Asset Management June 2001 - September 2002
Credit Suisse October 1999 - June 2001
Julius Baer December 1997 - October 1999
Morgan Stanley November 1993 - September 1997
Skills
Hedge Funds, Equities, Derivatives, Trading, Fixed Income, Commodity, Due Diligence, Market Risk, Brokers, Marketing, Bloomberg, Customer Service, Contract Management, Equity Trading, Electronic Trading, Equity Research, Trading Systems, Fixed Income Analysis, Equity Derivatives, Emerging Markets, Alternative Investments, Capital Markets, Prime Brokerage, Options, Securities, ETFs, Proprietary Trading, Structured Products, Trading Strategies, Financial Markets
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA
University of Maryland College Park 1988 — 1991
BA
American Bankers Association September 2014 - Present
American Bankers Association May 2006 - September 2014
Deutsche Asset Management March 2000 - March 2006
IPC Systems September 1999 - January 2000
MPR Associates, Inc. January 1997 - August 1999
Skills
Direct Marketing, Strategic Partnerships, Corporate Communications, Social Media, Electronic Marketing, Digital Marketing, Market Research, Project Management, Creative Direction, Marketing Strategy, Marketing Communications, Email Marketing, Strategic Communications, Brand Management, Marketing Management, Integrated Marketing, Strategy, Market Planning, Public Relations, Media Relations, Marketing, Internal Communications
Education
The George Washington University 1992 — 1996
Bachelor of Arts (B.A.)
Cornerstone Capital Management January 2013 - Present
Madison Square Investors February 2010 - January 2013
Bear Stearns Asset Management August 2007 - December 2008
Deutsche Asset Management 2003 - 2007
Deutsche Asset Management 2000 - 2003
Skills
Account Reconciliation, Asset Managment, Outsourcing, Corporate Actions, Equities, Portfolio Management, Middle Office, Alternative Investments, Accounting, Hedge Funds, Securities, Transaction Processing, Derivatives, Investment Management
Education
State University of New York Empire State College 2009 — 2010
Business Administration
Deutsche Bank July 2014 - Present
Victory Capital Management September 2009 - June 2014
Deutsche Asset Management December 2008 - September 2009
Deutsche Asset Management September 2004 - December 2008
Deutsche Asset Management November 1998 - September 2004
Bankers Trust November 1996 - November 1998
Skills
Portfolio Management
Education
SUNY Fredonia 1991 — 1995
Bachelor of Science, Finance/Economics
Neuberger Berman January 2011 - Present
Oak Ridge Investments December 2005 - January 2011
Deutsche Asset Management January 2005 - December 2005
Scudder Investments January 1998 - December 2004
Kemper Funds (Zurich Kemper Investments) June 1997 - December 1998
Bankers Life & Casualty Company November 1996 - June 1997
Prudential Insurance January 1994 - October 1996
VideOcart, Inc. 1991 - 1993
Zenith Electronics 1990 - 1991
Skills
Mutual Funds, Investments
Education
University of Illinois at Urbana-Champaign 1986 — 1990
BA, Economics
PwC September 2013 - Present
PwC Consulting June 2012 - August 2012
Deutsche Asset Management March 2012 - April 2012
IBM June 2008 - June 2011
Siverge Networks June 2006 - May 2008
HyWire 2005 - 2005
Skills
Electronic Payments, Anti Money Laundering
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Operations
Technion - Israel Institute of Technology 2001 — 2006
B.Sc, Electrical Engineering
BlackRock 2004 - Present
Deutsche Asset Management 2002 - 2004
CIGNA January 2000 - April 2002
KPMG November 1997 - December 1999
PwC June 1994 - November 1997
Skills
Financial Reporting, Performance Measurement, Performance Attribution, Corporate Actions, Fixed Income, Asset Managment, Equities, Portfolio Management, Investments, Mutual Funds, Derivatives, Securities, Bloomberg, Risk Management, Financial Modeling, Financial Analysis, Middle Office, Business Analysis, Trading Systems, Agile Application..., VBA, SQL, Factset, Point, GIPS Compliance, Internal Controls, SAS70, Use Case Analysis, Compliance, Capital Markets, Asset Management
Education
The Citadel 1991 — 1994
Batchelor of Science, Business w Accounting Concentration
American College in London 1993 — 1993
study abroad, international business
Aflac October 2012 - Present
Deutsche Bank April 2011 - October 2012
Deutsche Asset Management June 2005 - April 2011
Merrill Lynch Investment Managers November 1999 - May 2005
Bankers Trust September 1993 - November 1999
Skills
Derivatives, Equities, Fixed Income, Hedge Funds, Asset Managment, Asset Management, Finance, Capital Markets, Financial Services, Portfolio Management, FX Options, Investments, Trading, Trading Systems, Risk Management, Alternative Investments
Education
The University of Chicago Booth School of Business 1991 — 1993
MBA, Finance, Stastics
University of Illinois at Urbana-Champaign 1984 — 1989
BS, Engineering
Isabel Foxen Duke 2012 - Present
Institute For Integrative Nutrition 2012 - November 2012
Institute for Integrative Nutrition July 2011 - March 2012
K2 Advisors October 2009 - December 2010
K2 Advisors LLC October 2009 - December 2010
Kopali Organics January 2009 - April 2009
Deutsche Asset Management June 2008 - August 2008
Deutsche Asset Management, Asset Management June 2008 - August 2008
Israel Discount Bank June 2006 - January 2007
Citibank 2006 - 2006
Skills
Yoga, Holistic Health, Nutrition, Disordered Eating, Binge Eating Disorder, Compulsive Eating, Body Image, Marketing, Blogging
Education
Tufts University 2004 — 2008
BA, Sociology
Tufts University 2004 — 2008
Bachelor, Sociology
St. John's University May 2014 - Present
St. John's University September 1989 - Present
NYU Medical Center - Molecular Genetics Lab June 2010 - August 2010
Deutsche Asset Management June 1999 - March 2009
North Jersey Media Group / Bergen Record Newspaper 1998 - 1999
Providence College September 1982 - May 1985
Skills
Strategic Planning, Information Architecture, Research, VBA, Higher Education, Database Design, SQL, Databases, Web Development, Teaching, Programming, Microsoft Excel, Microsoft Exchange, Management, Access, PowerPoint, Web Design, System Administration, Data Analysis, Leadership, Training, Analysis, Software Documentation, E-Learning, University Teaching, Distance Learning, Public Speaking, Instructional Design, Lecturing, Program Management, Information Retrieval, Knowledge Management, Curriculum Development, Educational Technology, Technical Writing, Editing, Data Mining, Grant Writing, Staff Development, Adult Education, Library, Qualitative Research
Education
University of Rhode Island 1985 — 1990
Ph. D., Applied Mathematical Sciences
University of Rhode Island 1980 — 1982
M. S., Computer Science
Stony Brook University 1974 — 1978
B. S., Electrical Engineering
Rainier Investment Management 2007 - Present
US Trust Company 2003 - 2007
Deutsche Asset Management 1993 - 2003
Bankers Trust 1993 - 2003
Bankers Trust Co Global Investment Management 1993 - 1999
Price Waterhouse Management Consultants 1991 - 1993
Citibank 1987 - 1991
Bradford Trust Company 1983 - 1987
Skills
Mutual Funds, Equities, Securities, Investment Management, Asset Managment, Trading, Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Portfolio Management, Fixed Income, Relationship Management, Networking, Investments, Bloomberg, Fund Accounting, ETFs, Financial Services, Fund Of Funds, Investment Strategies, FINRA, Series 63, Wealth Management, Investment Advisory, Separately Managed..., Institutional...
Education
State University of New York at Albany 1979 — 1983
Economics
Morgan Stanley July 2011 - Present
Merrill Lynch May 2004 - August 2008
Deutsche Asset Management October 2003 - May 2004
Morgan Stanley Investment Management August 1999 - October 2003
Simpson Thacher & Bartlett LLP June 1998 - August 1999
Skills
Risk Management, Credit Risk, Service Level Agreements, Regulatory Examinations, Internal Audit, New Product Approval..., Material Risk..., FFIEC 101 Attestation..., Internal Control..., Client Services, Banking, Financial Risk, Financial Services, Strategy, Legal Compliance, Financial Regulation
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Specializations in Strategy and Leadership
The George Washington University 1995 — 1997
Graduate Certificate, Paralegal Studies
University of Florida 1987 — 1991
B.S., Advertising
KPMG 2014 - Present
Pentagram Software Inc 2013 - 2014
TIAA-CREF November 2011 - November 2012
iQor September 2010 - October 2011
Morgan Stanley 2005 - September 2010
Ernst & Young 2005 - 2005
Chubb Insurance 2005 - 2005
Deutsche Asset Management 2004 - 2005
Countrywide 2004 - 2004
E-470 Public Highway Authority 2004 - 2004
Skills
Enterprise Software, Business Analytics, Data Analytics, Enterprise Architecture, Digital Marketing, Statistical Data..., Data Visualization, IT Strategy, Financial Services, Business Intelligence, Machine Learning, Business Analysis, Cloud Computing, Requirements Analysis, Project Management, Data Warehousing, Agile Methodologies, Business Development, Program Management, Project Portfolio..., SOA, Software Project..., Vendor Management, PMO, Integration, Solution Architecture, IT Management, Governance, .NET, C#, Strategy, Management, SDLC, Agile Project Management, Scrum, Software Development, Consulting, Leadership, Analysis, Product Management, Cross-functional Team...
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Business/Data Analytics and Digital Marketing
State University of New York at Stony Brook 2000 — 2001
Master's Degree, Computer Science
Visvesvaraya National Institute of Technology 1995 — 1999
Bachelor's Degree, Computer Science
MasterCard July 2011 - Present
Credit Suisse 2011 - July 2011
Allianz Global Investors March 2009 - December 2010
ISO January 2009 - February 2009
Deutsche Asset Management January 2008 - January 2009
JP Morgan June 2006 - January 2008
New York Life March 2001 - June 2006
Time Inc. 2000 - 2001
DoubleClick January 1999 - August 2000
Skills
Digital Marketing, Integrated Marketing, B2B, Digital Strategy, Interactive Marketing, Multi-channel Marketing, Online Marketing, Social Media Marketing, E-commerce, Analytics, Strategic Partnerships, Marketing Strategy, Project Management, Product Marketing, Strategy, Marketing, Content Management, Management, Business Development, Web Design, Program Management, CRM
Education
Syracuse University
BA, Politics, Philosophy
Moody's Investors Service July 2014 - Present
Moody's Investors Service December 2013 - Present
Moody's Investors Service September 2010 - December 2013
Moody's Investors Service August 2008 - September 2010
UBS March 2005 - March 2008
Deutsche Asset Management June 2001 - February 2005
Shadow Financial June 2000 - June 2001
The Frustum Group July 1997 - June 2000
Skills
Product Management, Business Analysis, Visio, User Acceptance Testing, Access, SDLC, Strategic Planning, Data Analysis, Data Modeling, SQL, VBA, PowerPoint, Organization &..., Microsoft Excel, Requirements Analysis, Project Management, Change Management, Stakeholder Management, Stakeholder Engagement, Issues Managment, Excel, MS Project, Photography, Photoshop, Lightroom, Requirements Gathering, Business Requirements, Software Project...
Education
University at Albany, SUNY 1993 — 1997
BS, Finance & MIS
Deutsche Asset & Wealth Management February 2013 - Present
Deutsche Asset & Wealth Management February 2011 - February 2013
Deutsche Asset Management February 2009 - February 2011
Deutsche Asset Management January 2008 - February 2009
Deutsche Asset Management June 2007 - January 2008
Office of Michael Cernea, Senior Advisor at GEF/World Bank for Monitoring and Evaluation June 2006 - September 2006
Skills
Project Management, Alternative Investments, Finance, Emerging Markets, Financial Services, Derivatives, Asset Management, Asset Managment, Wealth Management, Investment Advisory, Fixed Income, Mergers, Equities, Investments, Strategy, Management
Education
The George Washington University 2006 — 2007
MA
The George Washington University 2002 — 2006
BA (cum laude)
American Cybersystems (contracted to Pfizer) October 2005 - Present
Deutsche Asset Management 2000 - 2005
Education
St. Joseph's College
TSG Reporting June 2010 - Present
TSG Reporting February 2009 - June 2010
Ivy Asset Management April 2008 - February 2009
Tenacity Group January 2006 - January 2008
Deutsche Asset Management June 2005 - August 2005
Skills
Financial Analysis, Investments, Finance, Microsoft Excel, Contract Negotiation, Strategic Planning, Marketing, Recruiting, Operations Management, Operational Planning, Strategic Financial..., Management, Mergers & Acquisitions
Education
University of Maryland College Park 2002 — 2006
B.S., Finance
St. Dominic HS 1998 — 2002
AlixPartners March 2005 - Present
Deutsche Asset Management 1999 - 2005
Skills
Analytics, Data Analysis, Management Consulting, Litigation Support, Financial Modeling, Business Process..., Vendor Management, Business Intelligence, Business Analysis, Business Strategy, Financial Analysis, Project Management, Due Diligence, Strategy
Education
University of Colorado Boulder 1991 — 1994
Citco Fund Services February 2013 - Present
Citco Fund Services April 2005 - February 2013
Deutsche Asset Management 2004 - 2005
Fischer, Francis, Trees & Watts (FFTW) 2001 - 2004
Skills
Fixed Income, Bloomberg, Hedge Funds, Derivatives, Fund Administration, Alternative Investments, FX Options, Equities, Options, Investments, Risk Management, Swaps
Education
University at Albany, SUNY 1996 — 2000
Deutsche Asset Management 2007 - Present
Firsthand Capital Management 2005 - 2007
Fulcrum Global Partners 2003 - 2005
Firsthand Capital Management 2000 - 2002
Education
UCLA Anderson School of Management
MBA
University of California, Los Angeles
Computer Science
Angel Oak Capital Advisors, LLC September 2013 - Present
Deutsche Asset Management March 2006 - August 2013
Envestnet Asset Management 2003 - 2006
BNY Mellon - Lockwood Financial Services 2001 - 2003
Weir Capital Management 1998 - 2001
Skills
Mutual Funds, Investment Advisory, Asset Managment, Wealth Management, Investments, Separately Managed..., Series 7, ETFs, Securities, Equities, Asset Allocation, Business Development, Hedge Funds, Investment Management, Portfolio Management, Strategic Planning, Financial Services, Marketing, Fixed Income, Investment Strategies, Asset Management, Series 24
Education
The University of Georgia 1989 — 1994
Bachelor's degree, English
Riverwood 1984 — 1989
Darlington 1986 — 1987
Legg Mason April 2013 - Present
Legg Mason May 2012 - April 2013
Legg Mason December 2008 - May 2012
Freddie Mac August 2001 - November 2008
Deutsche Asset Management 1997 - 2001
Grant Thornton 1997 - 1998
T. Rowe Price 1996 - 1997
Skills
Mortgage, Executive Messaging, Portfolio Strategy, Capital Management, Audit Management, GAAP, Risk Modeling, Fixed Income, Credit Risk, Investments, Mutual Funds, Financial Modeling, Risk Management, Valuation, Portfolio Management, Capital Markets, Derivatives, Financial Analysis, Asset Management, Risk, Equities, ALM, Banking, Corporate Finance, Financial Planning, Credit, Bloomberg, Accounting, Financial Markets, Credit Analysis, Enterprise Risk..., Forecasting, Structured Finance, Structuring, MBS, Asset Managment, Hedge Funds
Education
University of Maryland College Park 1992 — 1996
College of Business and Management
Mount Saint Joseph
DWS Investments/Deutsche Bank group December 2004 - Present
Deutsche Asset Management December 2004 - Present
Skills
401k, Alternative Investments, Asset Allocation, Asset Management, ETFs, FINRA, Hedge Funds, IRAs, Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Relationship Management, Series 7
Education
University of California, Santa Barbara 1979 — 1983
Refined Stone. Ltd. July 2002 - Present
Deutsche Asset Management 1998 - 2001
Morgan Stanley 1994 - 1997
Skills
Customer Service, Granite, Sales Management, Account Management, AutoCAD, Stone, Residential Homes, Sales Operations, Negotiation, Marketing Strategy, Direct Sales, Construction, Tiles, Business Development, Sales, Contract Negotiation, Strategic Planning, Microsoft Office, Marketing
Education
State University of New York College at Plattsburgh 1990 — 1994
Bachelor's degree, Accounting
PIMCO October 2010 - Present
Deutsche Asset Management February 2008 - October 2010
ABN AMRO June 2005 - November 2007
AEGON 2004 - 2005
Accenture 2004 - 2004
MidAmerica Securities 2003 - 2004
Principal Global Investors May 2003 - September 2003
Skills
Derivatives, Bloomberg, Equities, Alternative Investments, Capital Markets, Fixed Income, Foreign Exchange, Hedge Funds, Investment Banking, Options, Portfolio Management, Structured Products, Trading
Education
Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.)
University of Iowa - Henry B. Tippie College of Business 2000 — 2005
B.B.A, Finance and Economics
Annaly Management Company April 2014 - February 2015
Ally Financial Inc. March 2011 - March 2014
WestLB November 2006 - March 2011
Deutsche Asset Management March 2003 - November 2006
Skills
Structured Finance, Derivatives, Fixed Income, Risk Management, Market Risk, Capital Markets, Financial Modeling, Investment Banking
Education
St. John's University
Sandler O'Neill June 2002 - September 2008
Deutsche Asset Management November 1998 - January 2002
Education
University of Delaware 1993 — 1997
BA, History & Political Science
Deutsche Asset Management September 2007 - Present
Northern Trust April 2000 - August 2007
Van Kampen Investments September 1987 - April 2000
Skills
Marketing, Budgets, Asset Management, Mutual Funds, Strategic Planning, Relationship Management, Marketing Strategy, Marketing Communications, Vendor Management, Business Development, Direct Marketing, Hedge Funds, Management, Alternative Investments, Change Management, Account Management, New Business Development, Salesforce.com, Process Improvement, Online Marketing
Education
Southern Illinois University, Carbondale 1983 — 1987
BA, Political Science
Northrop Grumman Corporation June 2012 - Present
Northrop Grumman Corporation March 2011 - June 2012
Northrop Grumman February 2007 - February 2011
Northrop Grumman Corporation March 2006 - February 2007
Northrop Grumman Corporation July 2002 - February 2006
Deutsche Asset Management April 1990 - December 1999
Value Line August 1988 - April 1990
Skills
Government Contracting, Defense, Earned Value Management, DoD, Aerospace, Proposal Writing, Requirements Management, Avionics, Cross-functional Team..., Defence, Engineering, FAR, Government Procurement, ITAR, Management, Project Management, Project Planning, Radar, Six Sigma, Supply Chain Management, System Design, Technical Writing
Education
Mary Washington College
English Language and Literature/Letters
State University of New York at Albany
BA, English
Nestle July 2011 - Present
Nestle Health Science SA January 2011 - June 2011
Nestlé S.A., Vevey (CH) 2008 - December 2010
Deutsche Asset Management June 2001 - December 2005
M&G (Prudential) June 1996 - May 2001
Skills
Strategy, Business Strategy, Finance, Valuation, Internal Controls, Portfolio Management, Business Planning, Change Management, FMCG, Due Diligence, Equities, Corporate Finance, Forecasting, Financial Reporting, Financial Analysis, Financial Modeling
Education
Chartered Financial Analyst 1998 — 2000
CFA, Finance & Investment
Chartered Accountant 1992 — 1995
ACA, Accountancy
University of Cambridge 1988 — 1991
Bessemer Trust December 2010 - Present
IndexIQ July 2007 - June 2009
Deutsche Asset Management March 2005 - February 2007
Deutsche Asset Management June 2004 - March 2005
Deutsche Asset Management March 2002 - June 2004
Zurich Scudder Investments (acq by Deutsche Bank) April 2000 - March 2002
Prudential Securities 1999 - 2000
Goldman Sachs 1998 - 1999
ISO 1994 - 1998
Education
Stony Brook University 1987 — 1992
O'Shaughnessy Asset Management, LLC (OSAM) February 2015 - Present
Newgate Capital Management LLC February 2011 - February 2015
AMR Capital Trading February 2003 - January 2012
Deutsche Asset Management March 2001 - February 2003
Zurich Scudder Investments May 2000 - March 2001
Skills
Equities, Advent, Omgeo Oasys, DTC, Bloomberg, Fiserv APL, WRAP, SWIFT
Education
Syracuse University - Martin J. Whitman School of Management 1997 — 1999
Bachelor's of Science, Finance
Deutsche Bank March 2015 - Present
Consulting April 2013 - March 2015
Deutsche Asset Management February 1996 - November 2012
Deutsche Asset Management February 2003 - April 2008
Deutsche Asset Management January 1999 - February 2003
Deutsche Asset Management February 1996 - January 1999
Skills
Fixed Income, Hedge Funds, Equities, Asset Managment, Alternative Investments, Derivatives, Bloomberg, Capital Markets, Investments, Portfolio Management, Mutual Funds, Securities, Middle Office, Asset Management, Quantitative Investing, Asset Allocation, Gap Analysis, Expense Management, Business Process..., Investment Management
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 1998
MBA, Finance
University of Scranton 1988 — 1992
BS, Accounting
Commonfund July 2013 - Present
QS Investors, LLC February 2012 - June 2013
Commmonfund January 2007 - February 2012
Deutsche Asset Management 2000 - 2006
Skills
Alternative Investments, Hedge Funds, Equities, Asset Management, Portfolio Management, Asset Allocation, Investments, Fixed Income, Mutual Funds, Derivatives, Bloomberg, Trading, Investment Management, Series 7, Investment Strategies
Education
The Catholic University of America 1992 — 1996
Bachelor's degree
Iona Prep 1988 — 1992
High School, General
J.P. Morgan Asset Management May 2014 - Present
J.P. Morgan August 2007 - May 2014
Investors Bank and Trust April 2006 - August 2007
Deutsche Asset Management 2001 - 2006
Zurich Scudder Investments 2001 - 2002
Skills
Mutual Funds, Fund Accounting, Bloomberg, ETFs, Equities, Swaps, Fixed Income, Derivatives, Fund Administration, Alternative Investments, Corporate Actions
Education
Suffolk University - Sawyer Business School 2004 — 2007
MBA, Finance
University of Massachusetts, Amherst 1996 — 2000
Bachelor of Science, Sports Management
LatentZero 2008 - Present
The Boston Company Asset Management, LLC August 2006 - September 2008
Robeco Asset Management June 2005 - April 2006
Deutsche Asset Management October 2003 - June 2005
Education
University of Connecticut 1999 — 2003
GWK Investment Mgt. 2007 - Present
Liberty Mutual Insurance 2003 - 2007
Deutsche Asset Management 2001 - 2003
Scudder, Stevens & Clark 1991 - 2003
Education
Suffolk University - Sawyer Business School
BSBA, Management
Suffolk University - Sawyer Graduate School of Management
MBA
J.P. Morgan August 2012 - Present
JP Morgan August 2010 - August 2012
Ipreo July 2008 - August 2010
Deutsche Asset Management June 2007 - August 2007
Skills
Equities, Business Strategy, Sales & Sales Support, Account Management, Client Relationship..., Client Services, Technology Planning, Technical presentations, Process Improvement, Vendor management, Project Monitoring, Project Evaluation, Budget Management, Report Production, CRM, Financial Analysis, Corporate Finance, Budgets, Investments, Vendor Management, Strategy, Analysis
Education
The George Washington University - School of Business 2004 — 2008
Wendilooo Design LLC February 2007 - Present
Deutsche Asset Management October 2004 - March 2006
The Cleaver Company July 2002 - October 2004
Stan Adler Associates 1995 - 2001
Skills
Creative Direction, Graphic Design, Layout, Adobe Creative Suite, Corporate Identity, Logo Design, Brochures, Advertising, InDesign, Adobe Acrobat, Marketing Communications, Art Direction, Brand Development, Graphics
Education
The French Culinary Institute 2000 — 2000
Grand Diploma in Pasty Arts, Pastry Arts
University of Cincinnati 1990 — 1995
B.S., Graphic Design
Symbria September 2014 - Present
Hay Group June 2005 - July 2014
Deutsche Asset Management May 2004 - May 2005
Bankers Life and Casualty 2003 - 2003
Skills
Organizational Design, Talent Management, Deferred Compensation, Compensation Structures, Human Resources, Succession Planning, Organizational..., Employee Engagement
Education
University of Illinois at Urbana-Champaign 2003 — 2004
Master's, Human Resources & Industrial Relations
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor's Degree, Psychology
Blue Cross Blue Shield Association May 2011 - Present
Time Warner Cable November 2010 - April 2011
Abbott Laboratories March 2010 - September 2010
Deloitte July 2008 - September 2009
Deutsche Asset Management October 2007 - February 2008
U.S. Office of Personnel Management August 2004 - October 2007
Ekaab Inc. February 2003 - June 2004
AP Engines, Inc January 2001 - September 2001
Open Port Technology, Inc November 1995 - November 2000
Skills
SDLC, ETL, Data Warehousing, Databases, Oracle, Informatica, SQL, Unix, Microsoft SQL Server, Data Migration, Data Modeling, Enterprise Architecture, Integration, Database Design, Requirements Analysis, ERP, Business Intelligence, Data Warehouse..., Dimensional Modeling, Business Analysis, Unix Shell Scripting
Education
University of Illinois at Chicago 1989 — 1995
University of Illinois at Chicago
Bachelor of Science & Engineering, Computer Software Engineering
Deutsche Asset Management May 2008 - August 2008
Education
Tufts University 2004 — 2009
Freedom Mortgage Corporation April 2013 - Present
Deutsche Asset Management May 2004 - September 2012
TimesSquare Capital Management August 1999 - April 2004
BEAR, STEARNS & CO., INC. October 1994 - August 1997
Skills
Portfolio Management, Structured Products, Finance, Analysis, Insurance, Valuation, Financial Modeling, Asset Allocation, Private Equity, Financial Analysis, Investments, Alternative Investments, Hedge Funds, Fixed Income, Due Diligence, Capital Markets, Asset Managment, Investment Management, Trading, MBS, ABS, Bonds, CMBS, Structured Finance, Asset Management, Credit, Bloomberg, Equities, Equity Research
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
MBA, Finance, International Business
Trinity College-Hartford 1988 — 1992
The Nichols School 1984 — 1988
Financial Recovery Technologies October 2014 - Present
J.P. Morgan March 2011 - August 2014
JP Morgan February 2009 - March 2010
Deutsche Asset Management March 2007 - August 2009
Deutsche Asset Management July 2006 - March 2007
Independent Consultant May 2005 - July 2006
MFS Investment Management February 1999 - December 2004
Putnam Investments September 1997 - February 1999
SBC WARBURG DILLON READ, INC June 1997 - September 1997
MORGAN STANLEY ASSET MANAGEMENT INC June 1990 - June 1997
Skills
Portfolio Management, Asset Management, Investments, Asset Managment, Equities, Hedge Funds, Banking, Financial Services, Fixed Income, Securities, Mutual Funds, Product Management, Alternative Investments, CRM, Mergers & Acquisitions
Education
University of Hartford 1982 — 1985
Bachelor of Science in Business Administration, International Finance & Economics
RS Investments September 2012 - Present
Artisan Partners June 2005 - May 2012
Deutsche Asset Management August 2001 - May 2005
Skills
Hedge Funds, Equities, Alternative Investments
Education
University of California, Berkeley 1997 — 2001
Bachelor's degree, Political Economy
Lord Abbett October 2005 - Present
Lord Abbett June 2003 - October 2005
Deutsche Asset Management April 2000 - March 2002
Deutsche Asset Management May 1998 - March 2000
Education
The College of New Jersey 1993 — 1998
Deutsche Asset Management
Education
University of California, Berkeley, Haas School of Business 2001 — 2002
Miller Russell Associates February 2013 - Present
GenSpring Family Offices July 2005 - January 2013
Deutsche Asset Management March 1997 - December 2002
Skills
Equities, Mutual Funds, Alternative Investments, Asset Allocation, Investments, Fund Of Funds, Wealth Management, Asset Management, Fixed Income, Investment Advisory, Portfolio Management, Investment Management, Bloomberg, Securities, Investment Strategies, High Net Worth..., Business Analysis
Education
University of Arizona 1990 — 1996
BSBA, Finance
Deutsche Asset Management August 2013 - Present
Jennison Associates June 2001 - August 2013
JPMorgan Chase May 1999 - June 2001
CIBC World Markets May 1997 - May 1999
Skills
Equities, Mutual Funds, Hedge Funds, Alternative Investments, Fixed Income, Asset Managment, Bloomberg, Securities, Investments, Investment Strategies, Asset Management, Investment Management, Financial Services, Institutional..., Wealth Management, Bonds, Client Services, Marketing
Education
Stony Brook University 1993 — 1997
Bachelor of Arts, Economics
Deutsche Asset Management February 2014 - Present
William Blair June 2010 - February 2014
Van Kampen July 2006 - June 2010
Morgan Stanley 2006 - 2008
Merrill Lynch 1998 - 2006
Skills
Alternative Investments, Asset Allocation, Wealth Management, Investment Management, Series 7, Series 63, Series 66, Certified Investment..., Mutual Funds, Separately Managed..., Uniform Combined State..., Relationship Management, Fixed Income, Equities, Hedge Funds, Securities, Investment Advisory, Series 65, Insurance
Education
The College of New Jersey 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
UBS Global Asset Management October 2013 - Present
UBS Global Asset Management January 2009 - Present
Lehman Brothers Asset Management March 2004 - December 2008
Deutsche Asset Management May 1998 - October 2003
NISA Investment Advisors June 1990 - April 1998
Education
AIMR 1998 — 1998
CFA
University of Illinois at Urbana-Champaign 1984 — 1990
MBA, MSME, BSME
Neuberger Berman July 2007 - Present
Deutsche Asset Management 1997 - 2007
Herbst, Maloney and Brown Financial Planning Services, Ltd. 1996 - 1997
Skills
Investments, Alternative Investments, Equities, Fixed Income, Data Analysis, Asset Management, Hedge Funds, Bloomberg
Education
University of Illinois at Chicago
BS, Finance
DoubleLine Group LP June 2014 - Present
Deutsche Asset Management April 2013 - May 2014
BlackRock March 2006 - April 2013
Skills
Alternative Investments, ETFs, Asset Allocation, Mutual Funds, Series 7, Separately Managed..., Fixed Income, Investment Strategies, Investment Management, Equities, Series 63, Capital Markets, Wealth Management, Hedge Funds, Asset Management
Education
The Ohio State University 1990 — 1994
Bachelor of Science (B.S.)
Tradelink LLC February 2012 - Present
Tradelink LLC January 2011 - January 2012
TradeLink LLC October 2009 - December 2010
Deutsche Asset Management 2006 - 2009
Education
The University of Chicago Booth School of Business
MBA, Analytic Finance
Visvesvaraya Technological University 2000 — 2004
BE, Computer Science
UBS Global Asset Management March 2008 - Present
UBS Global Asset Management April 2004 - March 2008
Deutsche Asset Management 1999 - 2004
Education
Union College 1984 — 1989
BS, MBA, Biology
ACAMS January 2013 - Present
Regulatory DataCorp. September 2010 - Present
Macquarie Holdings (USA) Inc November 2009 - August 2010
Fortis Bank US September 2006 - March 2009
Citigroup 2004 - 2006
Deutsche Asset Management 2003 - 2004
AXA Equitable 2002 - 2003
Skills
Enhanced Due Diligence..., Global Sanctions..., Policy and Procedure..., AML Subject Matter..., FCPA and U.K. Bribery..., Financial Investigation, AML, FCPA, Due Diligence, Sanction, KYC, Financial Risk, Fraud, Bribery, Policy, Internal Audit, Operational Risk, Banking, Management, Fixed Income, Regulations, OFAC, Risk Management, Bank Secrecy Act, Securities, Operational Risk..., Enterprise Risk..., Corporate Governance, USA PATRIOT Act, Securities Regulation, Private Investigations, Financial Regulation, FINRA, Capital Markets, Payments, Hedge Funds, Financial Services, Prime Brokerage, Financial Institutions, Financial Markets, Credit, Executive Management, Risk Assessment, Series 63, Derivatives, Private Banking, Credit Risk, Series 7, Back Office, Equities
Education
St. Joseph's College 2002 — 2004
MS, Business Management
St. Joseph's College 1994 — 1998
BS, Business
Xaverian High School
Penn Capital Management October 2013 - Present
Penn Mutual Life Insurance Company September 2011 - April 2013
Wells Fargo Asset Management / Evergreen Investments 2007 - 2010
Deutsche Asset Management 2002 - 2007
Bank of New York Capital Markets (formerly Mendham Capital) 1994 - 2002
Grant Thornton 1987 - 1994
Skills
High Yield, Fixed Income, Bonds, Portfolio Management, Asset Managment, Investments, Hedge Funds, Alternative Investments, Credit Analysis, Leveraged Finance, Bloomberg, Fixed Income Analysis, Credit, Valuation, Trading, Capital Markets, Derivatives, Mutual Funds, Securities, Asset Management, CDS, Risk Management, Financial Risk, Loans, Credit Derivatives, Investment Banking, Emerging Markets, Asset Allocation, Financial Modeling, Structured Products, Private Equity, Financial Markets, Due Diligence, Restructuring, Finance
Education
New York University Stern Graduate School of Business
MBA, Finance
The University of Connecticut School of Business
BS, Accounting
Capital Group March 2015 - Present
Villain Technology Partners January 2011 - Present
Randy Jay Grad, LLC 2009 - Present
Wealth and Investment Management at Barclays August 2012 - June 2015
Invesco US October 2013 - March 2015
Deutsche Asset Management October 2010 - August 2012
Goldman Sachs March 2010 - October 2010
InSource Consulting December 2009 - March 2010
IFST Professionals April 2009 - December 2009
Compliance Science January 2008 - March 2009
Skills
Equities, Business Analysis, Fixed Income, Investment Management, Trading, SDLC, Order Management, Bloomberg, Charles River IMS, Trading Systems, Integration, Business Requirements, Financial Services, Asset Management, Project Management, Business Intelligence, Financial Markets, SQL, Portfolio Management, Hedge Funds, Derivatives, Securities, Investments, Microsoft SQL Server, Requirements Gathering, Options, Electronic Trading, FX Options, Alternative Investments, Investment Banking, Mutual Funds, Oracle, Crystal Reports, Business Objects, Production Support, Autosys, Eagle PACE, Market Data, Capital Markets, Solution Architecture, Enterprise Architecture
Education
The University of Connecticut School of Business 1997 — 2001
BS, MIS
Manchester High
TMG Health December 2011 - Present
Prudential Financial March 2011 - June 2011
Bank of New York Mellon September 2004 - January 2009
BNYMellon 2004 - 2009
State Street Bank August 2002 - September 2004
The Walsh Associates 2002 - 2004
Deutsche Asset Management March 2000 - July 2001
Bankers Trust July 1981 - July 2001
Deutsche Bank 2000 - 2001
Skills
Vendor Management, Risk Management, Change Management, Visio, Software Development, SQL, Process Improvement, Business Analysis, Oracle, SDLC, Management, Quality Assurance, Equities, User Acceptance Testing, Integration, Fixed Income, Databases, Securities, Derivatives, Access
Education
Saint John's University 1984 — 1986
Business Management
Suffolk County Community College 1977 — 1980
AAS, Accounting
Goldman Sachs Asset Management November 2009 - Present
Deutsche Asset Management 1999 - 2008
Bankers Trust 1994 - 1999
Union Bank of Switzerland 1991 - 1994
MTB Banking Corporation 1990 - 1991
Skills
Equities, Hedge Funds, Electronic Trading, Equity Trading, Derivatives, Capital Markets, Investment Management, Alternative Investments, Investment Banking, Trading Systems, Bloomberg, Mutual Funds, Proprietary Trading, Asset Management, Foreign Exchange, Options, Fixed Income, Trading, Operational Risk, Investments, Private Equity, Prime Brokerage, Middle Office
Education
Susquehanna University 1986 — 1990
B.S., Finance
Christian Brothers Academy 1982 — 1986
Intelligent Edge Advisors 2009 - Present
Columbia Management 2007 - 2008
US Trust 2000 - 2007
Deutsche Asset Management 1999 - 2000
Bankers Trust 1997 - 1999
State Street Global Advisors 1992 - 1997
Skills
Equities, Asset Management, Capital Markets, Mutual Funds, Hedging, Fixed Income, Derivatives, Hedge Funds, Structured Products, Wealth Management, Private Wealth..., Portfolio Management, Institutional, Options, Investment Strategies, Alternative Investments, Quantitative Analytics, ETFs, Bloomberg, Investment Management, Investments, Asset Allocation, Structured Finance, Securities, Management, Financial Services
Education
The University of Akron
MBA, Finance
The University of Akron
MS, Physics
The University of Bombay
BS, Physics
Fidelity Investments April 2012 - Present
Ameriprise Financial May 2010 - March 2012
Columbia Management June 2005 - March 2012
Bank of America 2005 - May 2010
MFS Investment Management 2004 - 2005
Deutsche Asset Management 1987 - 2004
Zurich Scudder Investments 1998 - 2002
Zurich Scudder Investments 1998 - 2002
Skills
Securities, Mutual Funds, FINRA, Hedge Funds, Alternative Investments, Securities Regulation, Investment Management, AML, Financial Regulation, Risk Management, Equities, Corporate Governance, Due Diligence, Financial Risk, Investment Advisers Act, Investment Company Act
Education
Suffolk University Law School 1991 — 1995
J.D., Finance, Law
Syracuse University - Martin J. Whitman School of Management 1984 — 1986
Bachelor of Science (BS), Finance, General
University of New Hampshire 1982 — 1984
Economics
ADP April 2007 - Present
Rolf Stielow Properties 2000 - 2010
EDS 2006 - 2007
Deutsche Asset Management September 2000 - May 2005
The Vanguard Group October 1990 - September 2000
Skills
Asset Managment, Investments, Process Improvement, Asset Management, Management, Mutual Funds, Business Development, Equities, Financial Analysis, Fixed Income, Business Analysis, Forecasting, Vendor Management, Risk Management, Financial Services, Mergers & Acquisitions, Financial Modeling, Portfolio Management, Analysis, Customer Service
Education
Temple University 1987 — 1988
Business Finance
Deutsche Asset Management August 2014 - Present
Heitman 2013 - 2014
RREEF 2011 - 2013
RREEF 2007 - 2011
Deutsche Asset Management 2005 - 2007
DWS Investments 2001 - 2005
Education
University of Chicago Graduate School of Business 2005 — 2007
Master of Business Administration (MBA), Finance and Economics
University of Arizona 1996 — 2000
Bachelor of Science (BS), Finance, General
Wells Fargo June 2013 - Present
Bank of New York Mellon January 2012 - Present
Mergis Group June 2013 - April 2014
Volt Solutions/ Bank of New York Mellon June 2013 - April 2014
American Stock Transfer/Equity Plan Solutions January 2006 - January 2009
JPM MORGAN CHASE BANK January 2005 - January 2006
DEUTSCHE ASSET MANAGEMENT January 2002 - January 2004
JANNEY, MONTGOMERY, SCOTT January 1997 - January 2002
Skills
Fixed Income, Bonds, Securities, Spreadsheets, Excel, Accounting, Bloomberg, Settlements, Balance, Trading Systems, Euroclear, Equities, Reconciliation, Mutual Funds, Trading, Outlook, Banking, Lotus Notes, Reconciliations, Finance
Education
Temple University
BA Degree, Liberal Arts
Temple University
BA Degree, Liberal Arts
Temple University
BA, Liberal Arts
Bank of New York Mellon Corporation March 2013 - Present
BlackRock December 2010 - March 2013
Delaware Investments/Bank of New York Mellon Corporation January 2004 - December 2010
Deutsche Asset Management March 1999 - December 2003
Delaware Investments 1988 - 1999
Skills
Fixed Income, Equities, Hedge Funds, Mutual Funds, Derivatives, Securities, Bloomberg, Asset Management, Financial Services, Alternative Investments, Investments
Education
Temple University
Accounting
Deutsche Asset Management January 2009 - Present
International Monetary Fund 2005 - 2008
Goldman Sachs 2002 - 2005
Goldman Sachs Asset Management 1998 - 2001
Deutsche Bank 1997 - 1997
McKinsey & Company 1996 - 1996
KPMG 1995 - 1995
Education
University of Cambridge 2005 — 2008
PhD, Finance
University of Cambridge 2001 — 2002
MPhil, Financial Engineering
University of Pennsylvania - The Wharton School 1994 — 1998
BSE and BS, Finance and Computer Science
BMO Asset Management 2009 - Present
Deutsche Asset Management 2007 - 2009
Northern Trust 2006 - 2007
PanAgora Asset Management 2003 - 2006
Skills
Statistical Arbitrage, Quantitative Finance, Quantitative Analysis, Portfolio Management, Hedge Funds, Quantitative Analytics
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Doctor of Philosophy (Ph.D.), Economics
University of Illinois at Urbana-Champaign 2000 — 2004
Master of Science (M.S.), Statistics
OppenheimerFunds August 2008 - Present
Calamos Investments 2007 - 2008
E*TRADE Financial 2002 - 2004
Deutsche Asset Management 1999 - 2002
Russell Investments 1997 - 1999
Skills
Mutual Funds, Fixed Income, Portfolio Management, Credit, Investments, Asset Management, Bonds, Capital Markets, Cash Management, Separately Managed..., Money Market, Alternative Investments, Investment Strategies, Valuation
Education
Trinity University 1986 — 1990
BA, Economics
Columbia Management Investment Advisers, LLC November 2013 - Present
Columbia Management Investment Advisers, LLC May 2010 - October 2013
Bank of America July 2005 - May 2010
Deutsche Asset Management April 1999 - July 2005
Fidelity Investments September 1998 - April 1999
BNY Mellon January 1996 - August 1998
BNY Mellon July 1993 - December 1995
BNY Mellon September 1987 - June 1993
Skills
Mutual Funds, Asset Managment, Corporate Governance, Due Diligence, Alternative Investments, Investments, Securities Regulation, Operational Risk..., Financial Services
Education
Suffolk University Law School 1990 — 1994
Doctor of Law (J.D.), cum laude, Law
Wellesley College 1983 — 1987
Bachelor of Arts (B.A.), History
Beach Point Capital Management February 2011 - Present
Aberdeen Asset Management 2004 - March 2011
Deutsche Asset Management 2000 - 2004
Deutsche Asset Management 1996 - 2000
Skills
Hedge Funds, Fixed Income, Alternative Investments, Portfolio Management, Investments, Asset Allocation, Mutual Funds, Investor Relations, Asset Management, Trading, Capital Markets, Equity Research, Securities, Private Equity, Institutional...
Education
University of Pennsylvania 1984 — 1988
BA, Political Science
Temple University 1989 — 1992
MBA, Finance
OppenheimerFunds February 2015 - Present
Morgan Stanley Investment Management August 2004 - February 2015
Deutsche Asset Management August 2003 - July 2004
Skills
Hedge Funds, Investment Management, Mutual Funds
Education
Towson University 1999 — 2003
Bachelors, Finance, Business Administration
Deutsche Bank September 2012 - Present
Amundi Alternative Investments October 2007 - September 2012
Deutsche Asset Management 2005 - 2007
Debevoise & Plimpton 2000 - 2005
Skills
Securities Regulation, Securities, Alternative Investments, Corporate Law, ISDA, Corporate Governance, Due Diligence, Derivatives, Equities, Asset Managment, Fixed Income, Structured Products
Education
University of California, Berkeley - School of Law 1997 — 2000
J.D., Law
Stanford University 1992 — 1996
B.A., History
TCS January 2010 - Present
TCS July 2007 - May 2010
Deutsche Bank 2007 - 2009
Deutsche Asset Management 2007 - 2008
TCS March 2004 - June 2007
TCS October 2001 - February 2004
Education
Sri Venkateswara University 1997 — 2001
B.E, Electoronics and Communication Engineering
APRJC,Nimmakur 1995 — 1997
APRJC,Nimmakur
Aberdeen Asset Management 2006 - Present
Deutsche Asset Management 2000 - 2006
JPMorgan Chase 1999 - 2000
Skills
High Yield, Credit, Investments, Financial Modeling, Relative Value, Fixed Income, Bonds, Financial Analysis, Leveraged Finance, Loans, Bloomberg, Credit Analysis, Healthcare, CDS, Asset Management
Education
University of Delaware - Lerner College of Business and Economics 1995 — 1999
BS in Business Administration, Finance & Economics
Deutsche Asset Management January 2006 - June 2009
JP. Morgan Chase 1995 - September 2001
Chemical Bank 1987 - 1994
Manufacturers Hanover Trust 1984 - 1986
Manufacturers Hanover Trust 1977 - 1983
Manufacturers Hanover Trust 1974 - 1976
Education
Sorbonne University
German Language and Literature
Anderson Capital Mgmt., LLC March 2007 - Present
Deutsche Asset Management January 2002 - February 2007
Scudder Investments March 1996 - December 2001
Howard Hughes Medical Institute May 1993 - March 1995
Du Pont Pension Fund Investment Dept. June 1984 - May 1993
Skills
Technical Analysis, Discretionary Trading, Risk Management, Trading, Hedge Funds, Equities, FX, Industry Analysis, FX Options, Financial Risk, Valuation, Alternative Investments, Equity Research, Finance, Hedging, Commodity, Portfolio Management, Trading Systems, Investments, Emerging Markets, Financial Markets, Financial Services, Fundamental Analysis, Bloomberg, Options, Banking, FX trading, Derivatives, Fixed Income, Electronic Trading, Equity Trading, Quantitative Analytics, Competitive Analysis, Equity Derivatives, Analysis, ETFs, Asset Management, Trading Strategies, Foreign Exchange, Investment Banking, Asset Managment, Mutual Funds, Securities, Capital Markets, Financial Modeling, Currency, Proprietary Trading, Global Macro, Investment Strategies, Bonds
Education
The College of William and Mary - The Mason School of Business 1982 — 1984
MBA, Finance
Vassar College 1975 — 1979
AB, Economics
Hartford Investment Management October 2011 - Present
JP Morgan Chase May 2009 - October 2011
Deutsche Asset Management February 2006 - January 2009
Merrill Lynch August 2004 - April 2005
Deutsche Asset Management April 2001 - August 2004
Skills
Asset Management, Fixed Income, Governance, Hedge Funds, Investment Management, Investments, Policy, Securities, Trading, Auditing, Corporate Governance, Corporate Law, Due Diligence, Financial Services, Mutual Funds, Banking, Risk Management
Education
University of London 1999 — 2000
University of Gothenburg
Bachelor's, Humanities
University of Örebro
Bachelor's, Law
Citi November 2012 - Present
Deutsche Asset Management November 2005 - November 2012
Goldman Sachs Asset Management November 2000 - November 2005
HSBC Asset Management May 1998 - September 2000
Mitchell Hutchins Asset Management November 1996 - May 1998
Education
Touro College Jacob D. Fuchsberg Law Center
BlackRock February 2005 - Present
Deutsche Asset Management January 1999 - February 2005
PFPC January 1997 - January 1999
Skills
Fixed Income, Derivatives, Liquidity, Risk Reduction, Industry Advocacy, Scalability, Managerial
Education
University of Delaware 1992 — 1996
Bachelor of Science (B.S.), Finance, General
Lincoln Financial Group May 2015 - Present
Keeley funds March 2013 - April 2015
SIP America October 2011 - March 2013
Genworth Financial January 2011 - October 2011
Deutsche Asset Management March 2005 - December 2009
JP Morgan Chase 2004 - 2005
Scudder Investments 2002 - 2004
Skills
Mutual Funds, ETFs, Separately Managed..., Alternative Investments, Structured Products, 401k, Series 7, Series 65, Series 63, Salesforce.com, Microsoft CRM, Territory Development, Public Speaking, Retirement Planning
Education
University of Iowa 1999 — 2002
BA, Communications, Sociology (minor)
PineBridge Investments May 2010 - Present
District of Columbia Public Schools October 2008 - November 2010
Legg Mason & Company September 2007 - June 2008
Deutsche Asset Management April 2004 - August 2007
Citigroup Asset Management December 2002 - April 2004
Prudential Securities, Incorporated August 1999 - December 2002
Education
New York University
Certificate, Project Management
University at Buffalo
Masters of Science, Applied Public Affairs & Urban Planning
University at Buffalo 1989 — 1994
Bachelor of Arts, Social Sciences
Deutsche Asset Management January 2010 - Present
Deutsche Asset Management January 2007 - December 2009
Deutsche Asset Management January 2006 - December 2006
St. John’s University January 2001 - January 2005
Chicago Mercantile Exchange April 2002 - August 2002
Skills
Fixed Income, Bloomberg, Trading, Portfolio Management, Asset Management, Charles River IMS, US Treasuries, Money Market Funds, Trade Support, Municipal Bonds, Tri Party Repo, Commercial Paper, Offshore Outsourcing, Euroclear, International..., 2a7, Risk Management
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2005
Bachelors of Science, Finance
Deutsche Asset Management January 1996 - Present
Citibank NA March 1992 - November 1995
US Army May 1988 - November 1991
Skills
Bonds, Emerging Markets, Leadership, Portfolio Management, Asset Management, Investments, Management, Hedge Funds, Equities, Fixed Income, Capital Markets, Alternative Investments, Bloomberg
Education
New York University, Stern School of Business 1992 — 1995
MBA, Finance
United States Military Academy at West Point 1984 — 1988
BS, Economics
Standard & Poor's April 2014 - Present
Standard and Poor's January 2012 - March 2014
Standard and Poor's January 2011 - December 2011
Standard and Poor's August 2010 - December 2010
Thomson Reuters 2009 - 2010
Deutsche Asset Management 2007 - 2009
Thomson Reuters 2006 - 2007
Thomson Reuters 2004 - 2006
INDUNIV Research Consoritum 2003 - 2004
INDUNIV Research Consoritum 2003 - 2004
Skills
Business Strategy, Bloomberg, Derivatives, Equities, Financial Markets, Risk Management, Capital Markets, Financial Modeling, Fixed Income, Market Data, Data Analysis, Business Analysis, Microsoft Excel, Equity Research, SDLC, Financial Analysis, Analysis
Education
State University of New York at New Paltz 2001 — 2004
MBA, Finance
State University of New York at New Paltz 1998 — 2001
BA, Psychology
ACA Compliance Group April 2009 - Present
Citigroup September 2008 - April 2009
Deutsche Asset Management September 2003 - May 2005
Price Waterhouse Coopers November 2001 - September 2003
US Securities and Exchange Commission November 1997 - August 2001
Skills
Hedge Funds, Securities, Asset Managment, SEC filings, Private Equity, Investment Advisory, Due Diligence, Securities Regulation, SEC, Alternative Investments, Asset Management, Portfolio Management, Client Development, Investments, Equities, Management Consulting, Financial Services, SEC Filings, Fixed Income
Education
Saint John's University - Peter J. Tobin College of Business 1993 — 1997
BS, Marketing
Deutsche Asset Management January 2006 - June 2011
Deutsche Asset Management May 1999 - January 2006
Deutsche Asset Management January 1996 - January 1999
Deutsche Asset Management September 1995 - January 1996
Education
University of Illinois at Urbana-Champaign 1990 — 1994
B.S., Economics
Five Boroughs Appraisal Group LLC July 2010 - Present
Deutsche Asset Management August 1996 - June 2010
Van Eck Global Market Vectors ETFs March 1994 - August 1996
NYCB October 1993 - March 1994
Skills
Customer Service, Microsoft Office, Leadership, Sales, Microsoft Word, Marketing, PowerPoint, Financial Analysis
Education
St. John's University
Bachelor's degree, Accounting
RORAM.Inc December 2006 - August 2014
Last One Mile Project March 2011 - July 2013
Teach For Japan January 2012 - January 2013
Learning for All (Predecessor of Teach For Japan) June 2011 - December 2011
Deutsche Asset Management April 2009 - September 2011
Deutsche Asset Management April 2008 - May 2009
Skills
Listening Skills, Problem Solving
Education
Yale University - Yale School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Nonprofit Management
Fulbright Scholar 2014 — 2015
Fulbright Scholarship Program, Nonprofit Management
The University of Tokyo 2004 — 2008
Bachelor of Law, Law
Accord Group Holdings LLC September 2014 - Present
Bimbo Bakeries USA July 2013 - September 2014
Rocket Farms January 2013 - June 2013
UC Berkeley August 2009 - June 2013
CORE Foods July 2012 - March 2013
Onesun, LLC June 2011 - September 2011
Principal Financial Group June 2009 - September 2009
Deutsche Asset Management June 2008 - September 2008
Skills
Microsoft Office, Matlab, Six Sigma, C++, Online Advertising, Sales, Microsoft Excel, Leadership
Education
University of California, Berkeley 2009 — 2013
IEOR, Engineering
The Hotchkiss School 2005 — 2009
HS
The Buckley School 2002 — 2005
First State Investments July 2014 - Present
First State Investments October 2013 - Present
Deutsche Asset Management March 2007 - January 2012
Invesco Ltd. October 2006 - March 2007
Invesco Ltd. January 2001 - September 2006
PRIMCO Capital Management November 1993 - January 2000
INVESCO Funds Group March 1993 - September 1993
Aetna May 1991 - March 1993
Aetna April 1989 - April 1991
Aetna October 1987 - March 1989
Education
University of Arkansas at Fayetteville 1981 — 1985
BSBA, Marketing & Finance
USCCB 2009 - Present
T. Rowe Price April 2004 - April 2009
Deutsche Asset Management November 2000 - April 2004
Skills
Typing, Microsoft Office, SAP, Outlook, 10 Key, FINRA, Sarbanes-Oxley Act, Advertising, Meeting Planning, Travel Management, Database Administration, Technical Presentations, Annual Reports, Fundraising, Market Research, Legal Research, Online Advertising, Financial Reporting, Legal Assistance, Direct Mail Campaigns, Multi-channel Marketing, EDGAR filings, Text Editing, Calendar Planning
Education
The Community College of Baltimore County 2009 — 2013
QS Investors, LLC August 2010 - Present
Deutsche Asset Management July 2009 - July 2010
ITG 2005 - 2007
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2009
Master of Financial Engineering
University of Michigan 2001 — 2005
Bachelor of Science (B.S.), Physics and Math
Deutsche Asset Management DirectorDeutsche BankSeptember 2007 - January 2013
RBC Capital Markets January 2003 - August 2007
Skills
Hedge Funds, Asset Management, Fixed Income, Alternative Investments, Equities, Investments, Investment Management, Derivatives, Portfolio Management, Capital Markets, Investment Banking, Private Equity
Education
Truman State University
Deutsche Asset Management June 2005 - Present
IKEA Group October 2000 - June 2005
Creditrust September 1999 - May 2000
Prometric April 1998 - September 1999
Skills
Business Analysis, Keen Listener, Written & Oral..., Skilled Relationship..., Process Improvement, Application Development, Change Management, Project Planning, Management, User Acceptance Testing, Test Scripts, Test Cases, Solution Development, Operations Management, Data Analysis, Procedure Manuals, Business Continuity..., JIRA, Remedy Ticketing System, Avaya IP Telephony, Team Building, Task-oriented
Education
Towson University 1984 — 1990
Bachelor of Science (B.S.), Marketing