Deutsche Asset Management
Industry: Asset management company
DescriptionHeadquarters: Germany Founded: August 1956 Subsidiaries: Deutsche Asset Management (International) Ltd., Deutsche Asset Management (Asia) Limited
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Deutsche Asset Management Employees
Employee
Years
Job
Industry
Adam Bortnick Adam Bortnick's Deutsche Asset Management Experience November 2010 - October 2013
Job Consultant at SelfEmployed
Industry Internet
Experience
Deutsche Asset Management November 2010 - October 2013
Deutsche Asset Management September 2008 - October 2010
Deutsche Asset Management June 2007 - August 2007
Skills
Credit Research, Economic Research, Financial Analysis, Structured Finance, Writing, Strategy, Bloomberg, Asset Management, Financial Reporting, Digital Marketing, Analytics, Project Management, RFP Generation, Email Marketing, Website Administration, Community Management, Relationship Management, Account Management
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
BBA with Distinction, Finance, Entrepreneurship
University of Michigan College of Literature, Science, and the Arts 2004 — 2006
Honors Program
Deutsche Asset Management November 2010 - October 2013
Deutsche Asset Management September 2008 - October 2010
Deutsche Asset Management June 2007 - August 2007
Skills
Credit Research, Economic Research, Financial Analysis, Structured Finance, Writing, Strategy, Bloomberg, Asset Management, Financial Reporting, Digital Marketing, Analytics, Project Management, RFP Generation, Email Marketing, Website Administration, Community Management, Relationship Management, Account Management
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
BBA with Distinction, Finance, Entrepreneurship
University of Michigan College of Literature, Science, and the Arts 2004 — 2006
Honors Program
Sarah Doherty's Deutsche Asset Management Experience August 2015 - Present
Job AWM GCG Business Manager at Deutsche Bank
Industry Banking
Experience
Deutsche Asset Management August 2015 - Present
Deutsche Bank September 2013 - Present
Deutsche Bank May 2012 - September 2013
ING Financial June 2011 - August 2011
Children's Lighthouse of Jacksonville December 2010 - January 2011
ING Financial June 2010 - August 2010
Skills
Microsoft Excel, Derivatives, Software Documentation, Marketing, Social Media, Back Office, Project Management, Management, Trading, Equities, Social Networking, Microsoft Office, Collateral Management, Analysis, Finance, Portfolio Management, PowerPoint, Risk Management
Education
University of Mississippi 2008 — 2012
Bachelor of Business Administration, Marketing
Deutsche Asset Management August 2015 - Present
Deutsche Bank September 2013 - Present
Deutsche Bank May 2012 - September 2013
ING Financial June 2011 - August 2011
Children's Lighthouse of Jacksonville December 2010 - January 2011
ING Financial June 2010 - August 2010
Skills
Microsoft Excel, Derivatives, Software Documentation, Marketing, Social Media, Back Office, Project Management, Management, Trading, Equities, Social Networking, Microsoft Office, Collateral Management, Analysis, Finance, Portfolio Management, PowerPoint, Risk Management
Education
University of Mississippi 2008 — 2012
Bachelor of Business Administration, Marketing
Lee Wilcox, CPA, CGMA's Deutsche Asset Management Experience April 2000 - June 2002
Job Urish Popeck & Co, LLC.
Industry Financial Services
Experience
Urish Popeck & Co., LLC September 2014 - Present
Coast Professional, Inc. February 2014 - August 2014
AXA-Equitable October 2004 - October 2013
SEI Investments June 2002 - October 2004
Deutsche Asset Management April 2000 - June 2002
Price Waterhouse Coopers October 1995 - April 2000
United States Army September 1982 - June 1992
Skills
Investments, Financial Services, Financial Analysis, Asset Managment, Mutual Funds, Internal Controls, Asset Management, Financial Reporting, Fixed Income, Securities, Finance, Mergers & Acquisitions, Risk Management, Strategic Financial..., Auditing, Due Diligence, Corporate Finance, Accounting
Education
University of Maryland College Park 1993 — 1995
BSA, Accounting
Urish Popeck & Co., LLC September 2014 - Present
Coast Professional, Inc. February 2014 - August 2014
AXA-Equitable October 2004 - October 2013
SEI Investments June 2002 - October 2004
Deutsche Asset Management April 2000 - June 2002
Price Waterhouse Coopers October 1995 - April 2000
United States Army September 1982 - June 1992
Skills
Investments, Financial Services, Financial Analysis, Asset Managment, Mutual Funds, Internal Controls, Asset Management, Financial Reporting, Fixed Income, Securities, Finance, Mergers & Acquisitions, Risk Management, Strategic Financial..., Auditing, Due Diligence, Corporate Finance, Accounting
Education
University of Maryland College Park 1993 — 1995
BSA, Accounting
Barry Friedson , CFP ®, CFA ® Barry Friedson , CFP ®, CFA ®'s Deutsche Asset Management Experience 2000 - 2006
Job
Industry Financial Services
Experience
Allied Wealth Partners January 2013 - Present
Arden Asset Management 2006 - 2010
Deutsche Asset Management 2000 - 2006
MSM Investors July 1998 - December 2003
Alliance Capital 1999 - 2000
Thomson Reuters May 1995 - July 1999
Lockheed Martin July 1990 - May 1995
Skills
Personal Financial..., Special Needs Planning, Life Insurance, Wealth Management, Asset Managment, Portfolio Management, Trading Systems, Fund Of Funds, Alternative Investments, Fixed Income, Asset Management, Risk Management, Financial Services, Series 7, Derivatives, Securities, Investments, Trading, Mutual Funds, Uniform Combined State..., Equities
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University of Pennsylvania 1986 — 1990
BSE, MSE, Computer Engineering
Bergenfield High School 1982 — 1986
Allied Wealth Partners January 2013 - Present
Arden Asset Management 2006 - 2010
Deutsche Asset Management 2000 - 2006
MSM Investors July 1998 - December 2003
Alliance Capital 1999 - 2000
Thomson Reuters May 1995 - July 1999
Lockheed Martin July 1990 - May 1995
Skills
Personal Financial..., Special Needs Planning, Life Insurance, Wealth Management, Asset Managment, Portfolio Management, Trading Systems, Fund Of Funds, Alternative Investments, Fixed Income, Asset Management, Risk Management, Financial Services, Series 7, Derivatives, Securities, Investments, Trading, Mutual Funds, Uniform Combined State..., Equities
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University of Pennsylvania 1986 — 1990
BSE, MSE, Computer Engineering
Bergenfield High School 1982 — 1986
Thomas Picciochi Thomas Picciochi's Deutsche Asset Management Experience September 1999 - July 2010
Job Portfolio Manager at QS Investors, LLC
Industry Investment Management
Experience
QS Investors, LLC August 2010 - Present
Deutsche Asset Management September 1999 - July 2010
State Street Bank 1998 - 1999
FPL 1996 - 1998
Skills
Portfolio Management, Global Macro, Asset Allocation, Trading, Investments, Portfolio Optimization, Asset Management, Emerging Markets, Asset Managment, Quantitative Analytics, ETFs, FX, Commodities, Currency, Derivatives, Alternative Investments, Mutual Funds, Risk Management, Equity Trading, Quantitative Analysis, Swaps, Trading Systems, Equity Derivatives, Electronic Trading, Bloomberg Terminal, Quantitative Finance, Fixed Income, Equities, FX Options, Investment Management, Bloomberg, Commodity
Education
University of Miami - School of Business 1985 — 1986
MBA, Finance
University of Miami 1981 — 1985
BBA, Finance
QS Investors, LLC August 2010 - Present
Deutsche Asset Management September 1999 - July 2010
State Street Bank 1998 - 1999
FPL 1996 - 1998
Skills
Portfolio Management, Global Macro, Asset Allocation, Trading, Investments, Portfolio Optimization, Asset Management, Emerging Markets, Asset Managment, Quantitative Analytics, ETFs, FX, Commodities, Currency, Derivatives, Alternative Investments, Mutual Funds, Risk Management, Equity Trading, Quantitative Analysis, Swaps, Trading Systems, Equity Derivatives, Electronic Trading, Bloomberg Terminal, Quantitative Finance, Fixed Income, Equities, FX Options, Investment Management, Bloomberg, Commodity
Education
University of Miami - School of Business 1985 — 1986
MBA, Finance
University of Miami 1981 — 1985
BBA, Finance
Jessica Ke Jessica Ke's Deutsche Asset Management Experience September 2009 - January 2012
Job Director Capital Services at Cushman & Wakefield (formerly Massey Knakal Realty Services)
Industry Financial Services
Experience
Cushman & Wakefield March 2014 - Present
Markit February 2012 - January 2014
Deutsche Asset Management September 2009 - January 2012
Skills
Commercial Real Estate, Commercial Mortgages, Debt & Equity Capital..., Fixed Income, Mutual Funds, Bloomberg, Capital Markets, Competitive Analysis, Equities, Asset Management, Derivatives, Financial Markets, Financial Modeling, Credit, Hedge Funds, Portfolio Management, Relationship Management, Series 7 and 63..., Proficient in Excel, Fluent Mandarin, Conversational Spanish, Commercial Leasing
Education
University of Michigan Business School 2005 — 2009
Bachelor of Business Administration (BBA), Finance and Financial Management Services, 3.5
Cushman & Wakefield March 2014 - Present
Markit February 2012 - January 2014
Deutsche Asset Management September 2009 - January 2012
Skills
Commercial Real Estate, Commercial Mortgages, Debt & Equity Capital..., Fixed Income, Mutual Funds, Bloomberg, Capital Markets, Competitive Analysis, Equities, Asset Management, Derivatives, Financial Markets, Financial Modeling, Credit, Hedge Funds, Portfolio Management, Relationship Management, Series 7 and 63..., Proficient in Excel, Fluent Mandarin, Conversational Spanish, Commercial Leasing
Education
University of Michigan Business School 2005 — 2009
Bachelor of Business Administration (BBA), Finance and Financial Management Services, 3.5
Jeff Muehlethaler Jeff Muehlethaler's Deutsche Asset Management Experience April 2004 - October 2006
Job Senior Vice President at PIMCO
Industry Investment Management
Experience
PIMCO December 2006 - Present
Deutsche Asset Management April 2004 - October 2006
Deutsche Bank June 2002 - April 2004
Deutsche Bank June 2000 - June 2002
Education
University of Massachusetts, Amherst 1996 — 2000
University of Michigan - Stephen M. Ross School of Business
MBA
PIMCO December 2006 - Present
Deutsche Asset Management April 2004 - October 2006
Deutsche Bank June 2002 - April 2004
Deutsche Bank June 2000 - June 2002
Education
University of Massachusetts, Amherst 1996 — 2000
University of Michigan - Stephen M. Ross School of Business
MBA
Bill Bond's Deutsche Asset Management Experience November 2010 - February 2011
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock March 2011 - Present
Deutsche Asset Management November 2010 - February 2011
Fidelity Investments February 2004 - November 2010
Van Kampen Investments 1999 - 2004
Scudder Investments April 1998 - August 1999
Scudder Investments April 1997 - April 1998
Fidelity Investments November 1994 - April 1997
Skills
Asset Management, Investment Advisory, Retirement, Model Portfolios, Alternative Investments, Hedge Funds, Mutual Funds, Defined Contribution, 401k, Separately Managed..., Closed-end Funds, Series 7, Series 63
Education
Medfield High School
University of Massachusetts, Amherst
B.A.
BlackRock March 2011 - Present
Deutsche Asset Management November 2010 - February 2011
Fidelity Investments February 2004 - November 2010
Van Kampen Investments 1999 - 2004
Scudder Investments April 1998 - August 1999
Scudder Investments April 1997 - April 1998
Fidelity Investments November 1994 - April 1997
Skills
Asset Management, Investment Advisory, Retirement, Model Portfolios, Alternative Investments, Hedge Funds, Mutual Funds, Defined Contribution, 401k, Separately Managed..., Closed-end Funds, Series 7, Series 63
Education
Medfield High School
University of Massachusetts, Amherst
B.A.
Jon Ambos Jon Ambos's Deutsche Asset Management Experience October 2005 - September 2007
Job BuySide Operational Leader and Advisor, Change Agent, Driver of Process Improvements and Efficiencies through STP
Industry Investment Management
Experience
PwC April 2015 - Present
Citi June 2008 - July 2014
Credit Suisse Asset Management September 2007 - March 2008
Deutsche Asset Management October 2005 - September 2007
Citigroup Asset Management 2002 - 2005
Wealthplace 2001 - 2002
DLJ 1999 - 2001
Chase Securities 1996 - 1999
Seneca Capital 1996 - 1998
Hamilton Partners LP 1993 - 1996
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance, General
Wharton School, University of Pennsylvania 1984 — 1987
BBA, Accounting
PwC April 2015 - Present
Citi June 2008 - July 2014
Credit Suisse Asset Management September 2007 - March 2008
Deutsche Asset Management October 2005 - September 2007
Citigroup Asset Management 2002 - 2005
Wealthplace 2001 - 2002
DLJ 1999 - 2001
Chase Securities 1996 - 1999
Seneca Capital 1996 - 1998
Hamilton Partners LP 1993 - 1996
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance, General
Wharton School, University of Pennsylvania 1984 — 1987
BBA, Accounting
Arjun Gupta's Deutsche Asset Management Experience December 2010 - January 2012
Job Product Manager at Advaita Bioinformatics
Industry Biotechnology
Experience
Advaita Bioinformatics April 2014 - Present
Mercury Fund June 2013 - Present
Institute for Research on Labor, Employment, and the Economy at the University of Michigan April 2014 - July 2014
Universal Vaccine August 2012 - April 2013
Deutsche Asset Management December 2010 - January 2012
Doctor's Analytical Laboratories Pvt. Ltd. May 2009 - October 2010
Forbidden Village March 2006 - September 2010
Nicholas Piramal India Ltd June 2007 - August 2007
Skills
Marketing, Business Development, Sales, Operations Management, Lifesciences, Vaccines, Entrepreneurship, Biotechnology, Strategy, Research, Biochemistry, Venture Capital, Leadership, Marketing Strategy, Commercialization, Management, Market Analysis, Life Sciences, Start-ups, Strategic Planning
Education
University of Michigan 2012 — 2013
Master's Degree, Entrepreneurship and Technology Commercialization
Amity Institute of Biotechnology 2005 — 2009
B.Tech, Biotechnology
Advaita Bioinformatics April 2014 - Present
Mercury Fund June 2013 - Present
Institute for Research on Labor, Employment, and the Economy at the University of Michigan April 2014 - July 2014
Universal Vaccine August 2012 - April 2013
Deutsche Asset Management December 2010 - January 2012
Doctor's Analytical Laboratories Pvt. Ltd. May 2009 - October 2010
Forbidden Village March 2006 - September 2010
Nicholas Piramal India Ltd June 2007 - August 2007
Skills
Marketing, Business Development, Sales, Operations Management, Lifesciences, Vaccines, Entrepreneurship, Biotechnology, Strategy, Research, Biochemistry, Venture Capital, Leadership, Marketing Strategy, Commercialization, Management, Market Analysis, Life Sciences, Start-ups, Strategic Planning
Education
University of Michigan 2012 — 2013
Master's Degree, Entrepreneurship and Technology Commercialization
Amity Institute of Biotechnology 2005 — 2009
B.Tech, Biotechnology
Joseph Axtell, CFA Joseph Axtell, CFA's Deutsche Asset Management Experience 2001 - Present
Job Managing Director at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset Management 2001 - Present
Merrill Lynch 1996 - 2001
PCM International 1989 - 1996
Skills
Portfolio Management, Equities, Mutual Funds, Investments, Management, Asset Management
Education
University of Minnesota - Carlson School of Management 1982 — 1985
B.S., Finance, MIS
Deutsche Asset Management 2001 - Present
Merrill Lynch 1996 - 2001
PCM International 1989 - 1996
Skills
Portfolio Management, Equities, Mutual Funds, Investments, Management, Asset Management
Education
University of Minnesota - Carlson School of Management 1982 — 1985
B.S., Finance, MIS
Randy Petralia Randy Petralia's Deutsche Asset Management Experience 2002 - 2002
Job Executive Search Consultant at JJ Bergen & Associates,2122022962
Industry Staffing and Recruiting
Experience
JJ Bergen & Associates 2015 - Present
Experis 2014 - 2015
New Millennium Group 2004 - 2007
Deutsche Asset Management 2002 - 2002
Putnam Investments 1998 - 2001
PanAgora Asset Management 1996 - 1998
Lehman Brothers 1987 - 1998
Japan Society 1983 - 1987
Washington University in St. Louis 1981 - 1982
Skills
Executive Search
Education
Washington University in St. Louis
Doctor of Philosophy (Ph.D.), History
The Collegiate School
High School
University of Rochester
Bachelor's Degree, History, French Literature
JJ Bergen & Associates 2015 - Present
Experis 2014 - 2015
New Millennium Group 2004 - 2007
Deutsche Asset Management 2002 - 2002
Putnam Investments 1998 - 2001
PanAgora Asset Management 1996 - 1998
Lehman Brothers 1987 - 1998
Japan Society 1983 - 1987
Washington University in St. Louis 1981 - 1982
Skills
Executive Search
Education
Washington University in St. Louis
Doctor of Philosophy (Ph.D.), History
The Collegiate School
High School
University of Rochester
Bachelor's Degree, History, French Literature
Lucas Ortega's Deutsche Asset Management Experience September 2009 - February 2010
Job Corporate Governance / Legal Affairs
Industry Legal Services
Experience
BNY Mellon November 2014 - April 2015
American International Group March 2010 - October 2014
Deutsche Asset Management September 2009 - February 2010
MF Global August 2009 - September 2009
AllianceBernstein October 2004 - November 2008
Legal Support Personnel / Access Staffing December 2003 - September 2004
CT Corporation August 1998 - November 2002
Richards Kibbe & Orbe LLP August 1997 - July 1998
World Health Communications January 1996 - July 1997
Skills
Management, Corporate Governance, Risk Management, Board Governance, Business Ethics, Shareholder Protection, Shareholder Agreements, Annual Meetings, Proxy Statements, Legal Compliance, Legal Writing, Legal Documents, Document Drafting, Document Review, Public Companies, Private Companies, Certifications, Licensing, Non-profit Boards, Legal Research, Due Diligence, Litigation Support, Pro Bono, Political Science, Information Governance, Mergers & Acquisitions, Litigation, Corporate Law, Hedge Funds, SEC Filings
Education
University of Michigan 1989 — 1993
B.A., History, Political Science
Midwood High School at Brooklyn College 1985 — 1989
Diploma, Humanities
BNY Mellon November 2014 - April 2015
American International Group March 2010 - October 2014
Deutsche Asset Management September 2009 - February 2010
MF Global August 2009 - September 2009
AllianceBernstein October 2004 - November 2008
Legal Support Personnel / Access Staffing December 2003 - September 2004
CT Corporation August 1998 - November 2002
Richards Kibbe & Orbe LLP August 1997 - July 1998
World Health Communications January 1996 - July 1997
Skills
Management, Corporate Governance, Risk Management, Board Governance, Business Ethics, Shareholder Protection, Shareholder Agreements, Annual Meetings, Proxy Statements, Legal Compliance, Legal Writing, Legal Documents, Document Drafting, Document Review, Public Companies, Private Companies, Certifications, Licensing, Non-profit Boards, Legal Research, Due Diligence, Litigation Support, Pro Bono, Political Science, Information Governance, Mergers & Acquisitions, Litigation, Corporate Law, Hedge Funds, SEC Filings
Education
University of Michigan 1989 — 1993
B.A., History, Political Science
Midwood High School at Brooklyn College 1985 — 1989
Diploma, Humanities
Timothy Duffy Timothy Duffy's Deutsche Asset Management Experience June 1998 - April 2003
Job Vice President / Operations Service Delivery at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2014 - Present
JPMorgan Chase August 2014 - Present
State Street Corporation March 2006 - May 2014
State Street November 2003 - April 2006
Deutsche Asset Management June 1998 - April 2003
Scudder Investments 1998 - 2002
State Street Corporation April 1990 - June 1998
Skills
Mutual Funds, Middle Office, Financial Services, Alternative Investments, Back Office, Operations Management, Team Building, Asset Management, Investments, Fixed Income, Client Service, Change Management, Client Services, Hedge Funds, Securities, Process Improvement, Client Presentation, Global Markets, Corporate Actions, Management, Project Management, Process Automation, System Automation, Relationship Management, Ownership, Operational Excellence, Risk Management
Education
University of Massachusetts Boston
Bachelor of Arts, Economics
Watertown (MA) High School
JPMorgan Chase August 2014 - Present
JPMorgan Chase August 2014 - Present
State Street Corporation March 2006 - May 2014
State Street November 2003 - April 2006
Deutsche Asset Management June 1998 - April 2003
Scudder Investments 1998 - 2002
State Street Corporation April 1990 - June 1998
Skills
Mutual Funds, Middle Office, Financial Services, Alternative Investments, Back Office, Operations Management, Team Building, Asset Management, Investments, Fixed Income, Client Service, Change Management, Client Services, Hedge Funds, Securities, Process Improvement, Client Presentation, Global Markets, Corporate Actions, Management, Project Management, Process Automation, System Automation, Relationship Management, Ownership, Operational Excellence, Risk Management
Education
University of Massachusetts Boston
Bachelor of Arts, Economics
Watertown (MA) High School
Kathleen Keegan Kathleen Keegan's Deutsche Asset Management Experience April 2002 - December 2004
Job General Specialist at KKGS
Industry Investment Management
Experience
KKGS August 2015 - Present
1919 Investment Counsel November 2014 - July 2015
Legg Mason Investment Counsel January 2005 - November 2014
Deutsche Bank 2002 - 2005
Deutsche Asset Management April 2002 - December 2004
Zurich Scudder Investments December 1993 - April 2002
Skills
Portfolio Management, Asset Management, Equities, Mutual Funds, Investments, Hedge Funds, Alternative Investments, Financial Analysis
Education
University of Massachusetts, Amherst 1978 — 1982
BA, Spanish
KKGS August 2015 - Present
1919 Investment Counsel November 2014 - July 2015
Legg Mason Investment Counsel January 2005 - November 2014
Deutsche Bank 2002 - 2005
Deutsche Asset Management April 2002 - December 2004
Zurich Scudder Investments December 1993 - April 2002
Skills
Portfolio Management, Asset Management, Equities, Mutual Funds, Investments, Hedge Funds, Alternative Investments, Financial Analysis
Education
University of Massachusetts, Amherst 1978 — 1982
BA, Spanish
Leanne (Yu) Luk Leanne (Yu) Luk's Deutsche Asset Management Experience December 2008 - Present
Job Budgeting and expenses
Industry Financial Services
Experience
Deutsche Asset Management December 2008 - Present
MFS Investment Management November 2004 - November 2008
State Street July 2001 - November 2004
Skills
Financial Analysis, Real Estate, Microsoft Excel, Financial Reporting, Fund Accounting
Education
University of Massachusetts, Amherst 1998 — 2001
BS, Economics
Deutsche Asset Management December 2008 - Present
MFS Investment Management November 2004 - November 2008
State Street July 2001 - November 2004
Skills
Financial Analysis, Real Estate, Microsoft Excel, Financial Reporting, Fund Accounting
Education
University of Massachusetts, Amherst 1998 — 2001
BS, Economics
Bill Chepolis Bill Chepolis's Deutsche Asset Management Experience June 2002 - Present
Job Co Head of Fixed Income North America, Managing Director at Deutsche Asset and Wealth Management, CFA
Industry Financial Services
Experience
Deutsche Asset Management June 2002 - Present
Scudder Kemper 1998 - 2002
Deutsche Asset Management/Zurich Scudder Investments 1998 - 2002
Zurich Scudder Investments 1998 - 2000
Wells Fargo June 1981 - February 1998
Skills
CFA, Portfolio Management, Fixed Income Trading, Risk Management, Mutual Funds, Emerging Markets, Commodity, Asset Managment, Series 7, Series 63, Investments, Alternative Investments, ETFs, Hedge Funds, Asset Allocation, Investment Management, Trading, Securities, Investment Strategies, Fixed Income, Derivatives, Bonds, Asset Management, Structured Products, Equities, Capital Markets, Fund Of Funds, Bloomberg, Options, MBS, Financial Markets
Education
University of Minnesota-Twin Cities 1980 — 1988
BIS, Economics, Finance and Communication
Park Hills 1977 — 1979
Deutsche Asset Management June 2002 - Present
Scudder Kemper 1998 - 2002
Deutsche Asset Management/Zurich Scudder Investments 1998 - 2002
Zurich Scudder Investments 1998 - 2000
Wells Fargo June 1981 - February 1998
Skills
CFA, Portfolio Management, Fixed Income Trading, Risk Management, Mutual Funds, Emerging Markets, Commodity, Asset Managment, Series 7, Series 63, Investments, Alternative Investments, ETFs, Hedge Funds, Asset Allocation, Investment Management, Trading, Securities, Investment Strategies, Fixed Income, Derivatives, Bonds, Asset Management, Structured Products, Equities, Capital Markets, Fund Of Funds, Bloomberg, Options, MBS, Financial Markets
Education
University of Minnesota-Twin Cities 1980 — 1988
BIS, Economics, Finance and Communication
Park Hills 1977 — 1979
Jane Dahill Flanigan Jane Dahill Flanigan's Deutsche Asset Management Experience September 1997 - July 2003
Job Regional Vice President at Nationwide Funds
Industry Financial Services
Experience
Nationwide Financial May 2013 - Present
ProShare Advisors LLC January 2008 - May 2013
First American Funds 2005 - 2008
MFS Sunlife Annuities October 2003 - September 2005
Deutsche Asset Management September 1997 - July 2003
Pioneer Investments 1990 - 1992
Skills
Asset Allocation, Capital Markets, Mutual Funds, Asset Management, Hedging Strategies, ETFs, Public Speaking, Investment Portfolio..., Alternative Investments, Relationship Building, Financial Services, Series 63, Series 7, Series 6, Series 65, Series 26, Risk Management, FINRA, Wholesaling, Retirement Planning, 401k, Investments, Relationship Management, Wealth Management, Finance, Investment Advisory, Separately Managed...
Education
University of Rhode Island 1985 — 1989
BA, English
Nationwide Financial May 2013 - Present
ProShare Advisors LLC January 2008 - May 2013
First American Funds 2005 - 2008
MFS Sunlife Annuities October 2003 - September 2005
Deutsche Asset Management September 1997 - July 2003
Pioneer Investments 1990 - 1992
Skills
Asset Allocation, Capital Markets, Mutual Funds, Asset Management, Hedging Strategies, ETFs, Public Speaking, Investment Portfolio..., Alternative Investments, Relationship Building, Financial Services, Series 63, Series 7, Series 6, Series 65, Series 26, Risk Management, FINRA, Wholesaling, Retirement Planning, 401k, Investments, Relationship Management, Wealth Management, Finance, Investment Advisory, Separately Managed...
Education
University of Rhode Island 1985 — 1989
BA, English
James Francis's Deutsche Asset Management Experience June 2008 - September 2011
Job Investment Professional Global Asset Management
Industry Investment Management
Experience
Independent Consultant April 2014 - Present
Geode Capital Management September 2011 - April 2014
Deutsche Asset Management June 2008 - September 2011
Northern Trust Global Investments February 2005 - June 2007
State Street May 1987 - February 2005
Skills
Equities, Portfolio Management, Structured Products, Quantitative Investing, Management, Hedge Funds, Fixed Income, Asset Management, Alternative Investments, Leadership, Portfolio Optimization, Asset Managment, Investment Management, Investment Strategies, Investments, Trading, ETFs, Investment Advisory, Equity Derivatives, Emerging Markets, Risk Management, Asset Allocation, Bloomberg, Capital Markets, Derivatives
Education
University of Massachusetts, Amherst 1981 — 1986
Mathematics
University of Massachusetts, Amherst
BS in Applied Mathematics
Independent Consultant April 2014 - Present
Geode Capital Management September 2011 - April 2014
Deutsche Asset Management June 2008 - September 2011
Northern Trust Global Investments February 2005 - June 2007
State Street May 1987 - February 2005
Skills
Equities, Portfolio Management, Structured Products, Quantitative Investing, Management, Hedge Funds, Fixed Income, Asset Management, Alternative Investments, Leadership, Portfolio Optimization, Asset Managment, Investment Management, Investment Strategies, Investments, Trading, ETFs, Investment Advisory, Equity Derivatives, Emerging Markets, Risk Management, Asset Allocation, Bloomberg, Capital Markets, Derivatives
Education
University of Massachusetts, Amherst 1981 — 1986
Mathematics
University of Massachusetts, Amherst
BS in Applied Mathematics
Dick Goldman CFP, CLU, ChFC, CLTC Dick Goldman CFP, CLU, ChFC, CLTC's Deutsche Asset Management Experience 1999 - 2003
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual October 2008 - Present
Alpha Sigma of Chi Psi 1966 - Present
Deutsche Asset Management 1999 - 2003
Prudential Insurance 1997 - 1999
Towers Perrin 1995 - 1997
Home Life Insurance Company August 1989 - January 1992
Northwestern Mutual September 1966 - August 1989
Education
American College 1976 — 1980
MSFS, Financial Services
University of North Carolina at Chapel Hill 1962 — 1971
B.A., History
Northwestern Mutual October 2008 - Present
Alpha Sigma of Chi Psi 1966 - Present
Deutsche Asset Management 1999 - 2003
Prudential Insurance 1997 - 1999
Towers Perrin 1995 - 1997
Home Life Insurance Company August 1989 - January 1992
Northwestern Mutual September 1966 - August 1989
Education
American College 1976 — 1980
MSFS, Financial Services
University of North Carolina at Chapel Hill 1962 — 1971
B.A., History
Alexandra Neely's Deutsche Asset Management Experience June 2006 - August 2006
Job Senior Director, Liquidity & Capital Markets at Hilton Worldwide
Industry Financial Services
Experience
Hilton Worldwide March 2015 - Present
Hilton Worldwide March 2012 - February 2015
Hilton Worldwide February 2010 - March 2012
Constellation Energy May 2009 - February 2010
Constellation Energy June 2007 - May 2009
Deutsche Asset Management June 2006 - August 2006
Moody's October 2002 - July 2005
PA Consulting Group July 2000 - September 2002
Skills
Liquidity Management, Interest Rate Risk..., Cash Flow Forecasting, Corporate Treasury, Corporate Finance, Treasury Management, Hedging, Financial Risk, Debt, Capital Markets, Financial Analysis, Credit Analysis, Risk Management, Investments, Treasury, Finance, Management, Analysis, Derivatives
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Wellesley College 1996 — 2000
BA
Hilton Worldwide March 2015 - Present
Hilton Worldwide March 2012 - February 2015
Hilton Worldwide February 2010 - March 2012
Constellation Energy May 2009 - February 2010
Constellation Energy June 2007 - May 2009
Deutsche Asset Management June 2006 - August 2006
Moody's October 2002 - July 2005
PA Consulting Group July 2000 - September 2002
Skills
Liquidity Management, Interest Rate Risk..., Cash Flow Forecasting, Corporate Treasury, Corporate Finance, Treasury Management, Hedging, Financial Risk, Debt, Capital Markets, Financial Analysis, Credit Analysis, Risk Management, Investments, Treasury, Finance, Management, Analysis, Derivatives
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Wellesley College 1996 — 2000
BA
Richard Kramer's Deutsche Asset Management Experience June 2002 - July 2003
Job Director at Rockwood Capital
Industry Real Estate
Experience
Rockwood Capital July 2003 - Present
Deutsche Asset Management June 2002 - July 2003
Skills
Real Estate Investment, Real Estate Finance, Real Estate Transactions, Real Estate Development, Acquisition Analysis, Acquisitions, Real Estate Private..., Leases, Real Estate, Disposition, Negotiation, Land Acquisition, Due Diligence, Real Estate Financing, Commercial Real Estate, Apartments
Education
University of Pennsylvania - The Wharton School 1998 — 2002
BS, Finance and Real Estate
University of Pennsylvania 1998 — 2002
Bachelors of Science, Finance and Real Estate
Rockwood Capital July 2003 - Present
Deutsche Asset Management June 2002 - July 2003
Skills
Real Estate Investment, Real Estate Finance, Real Estate Transactions, Real Estate Development, Acquisition Analysis, Acquisitions, Real Estate Private..., Leases, Real Estate, Disposition, Negotiation, Land Acquisition, Due Diligence, Real Estate Financing, Commercial Real Estate, Apartments
Education
University of Pennsylvania - The Wharton School 1998 — 2002
BS, Finance and Real Estate
University of Pennsylvania 1998 — 2002
Bachelors of Science, Finance and Real Estate
Boeurn Kan-Crawford's Deutsche Asset Management Experience August 2001 - October 2003
Job at
Industry Investment Management
Experience
Loomis, Sayles & Company June 2008 - Present
Loomis Sayles & Co. L.P. September 2005 - March 2011
Loomis Sayles & Co. LP October 2003 - September 2005
Deutsche Asset Management August 2001 - October 2003
Skills
Asset Management, Fixed Income, Portfolio Management, Investments, Trading, Financial Services, Alternative Investments, Investment Management, Business Analysis, Bonds, Analysis, Bloomberg, Mutual Funds, Equities, Hedge Funds
Education
University of Rhode Island 1996 — 2000
BS, Business Administration (Concentration in Management Information Systems)
Loomis, Sayles & Company June 2008 - Present
Loomis Sayles & Co. L.P. September 2005 - March 2011
Loomis Sayles & Co. LP October 2003 - September 2005
Deutsche Asset Management August 2001 - October 2003
Skills
Asset Management, Fixed Income, Portfolio Management, Investments, Trading, Financial Services, Alternative Investments, Investment Management, Business Analysis, Bonds, Analysis, Bloomberg, Mutual Funds, Equities, Hedge Funds
Education
University of Rhode Island 1996 — 2000
BS, Business Administration (Concentration in Management Information Systems)
Jennifer Kenney's Deutsche Asset Management Experience February 2001 - August 2005
Job Midwest Sales Director at XTERRA WETSUITS
Industry Financial Services
Experience
XTERRA WETSUITS February 2015 - Present
lululemon athletica November 2012 - February 2015
Deutsche Bank May 2010 - February 2012
PERSHING, LLC October 2009 - April 2010
Ivy Asset Management January 2006 - January 2009
Deutsche Asset Management February 2001 - August 2005
BANKERS TRUST COMPANY February 1999 - February 2001
Group Trust Client Service September 1996 - February 1999
Skills
Fixed Income, Fund Of Funds, Equities, Alternative Investments, Asset Managment
Education
University of Scranton 1990 — 1994
Bachelor of Science, Marketing
University of Scranton
Bachelor of Science, Marketing
XTERRA WETSUITS February 2015 - Present
lululemon athletica November 2012 - February 2015
Deutsche Bank May 2010 - February 2012
PERSHING, LLC October 2009 - April 2010
Ivy Asset Management January 2006 - January 2009
Deutsche Asset Management February 2001 - August 2005
BANKERS TRUST COMPANY February 1999 - February 2001
Group Trust Client Service September 1996 - February 1999
Skills
Fixed Income, Fund Of Funds, Equities, Alternative Investments, Asset Managment
Education
University of Scranton 1990 — 1994
Bachelor of Science, Marketing
University of Scranton
Bachelor of Science, Marketing
David Redensky's Deutsche Asset Management Experience May 2009 - August 2010
Job Associate Director at UBS Global Asset Management
Industry Computer Software
Experience
UBS Global Asset Management September 2013 - Present
Northern Trust Corporation March 2011 - September 2013
CDW August 2010 - March 2011
Deutsche Asset Management May 2009 - August 2010
Symphono Collab LLC September 2008 - May 2009
Wachovia Securities July 2004 - September 2008
First Traders April 2001 - July 2004
Skills
Agile Methodologies, C#, SDLC, SQL, Software Development, Microsoft SQL Server, Software Project..., Business Analysis, Requirements Analysis
Education
University of Michigan-Dearborn 1991 — 1995
UBS Global Asset Management September 2013 - Present
Northern Trust Corporation March 2011 - September 2013
CDW August 2010 - March 2011
Deutsche Asset Management May 2009 - August 2010
Symphono Collab LLC September 2008 - May 2009
Wachovia Securities July 2004 - September 2008
First Traders April 2001 - July 2004
Skills
Agile Methodologies, C#, SDLC, SQL, Software Development, Microsoft SQL Server, Software Project..., Business Analysis, Requirements Analysis
Education
University of Michigan-Dearborn 1991 — 1995
Marley Thackray's Deutsche Asset Management Experience 1999 - 2006
Job People Specialist Consultant
Industry Human Resources
Experience
Consultant February 2013 - Present
Aqueduct Capital Group, LLC July 2006 - February 2012
Deutsche Asset Management 1999 - 2006
Skills
Asset Managment, Alternative Investments, Marketing, Marketing Strategy, Series 7, Equities, Market Research, Hedge Funds, Portfolio Management, Business Strategy, Asset Management, Start-ups
Education
University of Richmond 1996 — 2000
BSBA, Finance
University of Richmond - Robins School of Business 1996 — 2000
BSBA, Finance
Consultant February 2013 - Present
Aqueduct Capital Group, LLC July 2006 - February 2012
Deutsche Asset Management 1999 - 2006
Skills
Asset Managment, Alternative Investments, Marketing, Marketing Strategy, Series 7, Equities, Market Research, Hedge Funds, Portfolio Management, Business Strategy, Asset Management, Start-ups
Education
University of Richmond 1996 — 2000
BSBA, Finance
University of Richmond - Robins School of Business 1996 — 2000
BSBA, Finance
Christy Jockle's Deutsche Asset Management Experience January 2001 - February 2005
Job Executive Director, Corporate Communications, Morgan Stanley
Industry Public Relations and Communications
Experience
Morgan Stanley 2006 - Present
Fitch Ratings February 2005 - June 2006
Deutsche Asset Management January 2001 - February 2005
RBS Greenwich Capital June 1997 - December 2000
AVS Post June 1995 - May 1997
Skills
Media Relations, Fixed Income, Strategic Communications, Investor Relations, Public Relations, Hedge Funds, Corporate Communications, Internal Communications
Education
University of Rhode Island 1991 — 1995
BA, Communications
Morgan Stanley 2006 - Present
Fitch Ratings February 2005 - June 2006
Deutsche Asset Management January 2001 - February 2005
RBS Greenwich Capital June 1997 - December 2000
AVS Post June 1995 - May 1997
Skills
Media Relations, Fixed Income, Strategic Communications, Investor Relations, Public Relations, Hedge Funds, Corporate Communications, Internal Communications
Education
University of Rhode Island 1991 — 1995
BA, Communications
Bill Tobey's Deutsche Asset Management Experience August 2014 - Present
Job Insurance Reporting at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset Management August 2014 - Present
Deutsche Asset Management January 2006 - Present
Deutsche Asset Management January 2002 - January 2006
Zurich Scudder Investments October 2000 - January 2002
Scudder Investments October 1996 - October 2000
State Street Bank October 1995 - October 1996
Scudder Investments October 1993 - October 1995
Skills
Fixed Income, Asset Managment, Equities, Hedge Funds, Bloomberg, Portfolio Management, Alternative Investments, Mutual Funds, Derivatives, Investments, Capital Markets, Corporate Actions, Securities, Asset Allocation, Investment Management, Trading, Risk Management, Bonds, Swaps, Series 63, Asset Management, Operations Management, Client Service Oriented, ETFs, Operational Excellence, Middle Office, Client Services, Settlement, Fund Of Funds
Education
University of Massachusetts at Lowell 2008 — 2009
Graduate Certificate, Foundations of Business - Management
University of Massachusetts Lowell 1988 — 1992
BS, Business Management
Melrose High School 1985 — 1988
Deutsche Asset Management August 2014 - Present
Deutsche Asset Management January 2006 - Present
Deutsche Asset Management January 2002 - January 2006
Zurich Scudder Investments October 2000 - January 2002
Scudder Investments October 1996 - October 2000
State Street Bank October 1995 - October 1996
Scudder Investments October 1993 - October 1995
Skills
Fixed Income, Asset Managment, Equities, Hedge Funds, Bloomberg, Portfolio Management, Alternative Investments, Mutual Funds, Derivatives, Investments, Capital Markets, Corporate Actions, Securities, Asset Allocation, Investment Management, Trading, Risk Management, Bonds, Swaps, Series 63, Asset Management, Operations Management, Client Service Oriented, ETFs, Operational Excellence, Middle Office, Client Services, Settlement, Fund Of Funds
Education
University of Massachusetts at Lowell 2008 — 2009
Graduate Certificate, Foundations of Business - Management
University of Massachusetts Lowell 1988 — 1992
BS, Business Management
Melrose High School 1985 — 1988
Ronald J. Judkins's Deutsche Asset Management Experience November 2004 - Present
Job AVPInvestment ComplianceDeutsche Asset Management
Industry Financial Services
Experience
Deutsche Asset Management November 2004 - Present
Manulife Financial October 1998 - November 2004
JP Morgan Chase August 1996 - August 1998
State Street Bank & Trust Company 1990 - 1996
Skills
Compliance Testing, Process Engineering, Management, Fund Administration, Mutual Funds, Fund Accounting, Financial Services, Alternative Investments, Asset Management, Bloomberg, Derivatives, Due Diligence, Equities, Fixed Income, Fund Of Funds, Hedge Funds, Investment Management, Investments, Securities
Education
University of Rhode Island 1982 — 1986
BS, Phys Ed - Health & Fitness
Lexington High School 1977 — 1980
High School, College Prep
Deutsche Asset Management November 2004 - Present
Manulife Financial October 1998 - November 2004
JP Morgan Chase August 1996 - August 1998
State Street Bank & Trust Company 1990 - 1996
Skills
Compliance Testing, Process Engineering, Management, Fund Administration, Mutual Funds, Fund Accounting, Financial Services, Alternative Investments, Asset Management, Bloomberg, Derivatives, Due Diligence, Equities, Fixed Income, Fund Of Funds, Hedge Funds, Investment Management, Investments, Securities
Education
University of Rhode Island 1982 — 1986
BS, Phys Ed - Health & Fitness
Lexington High School 1977 — 1980
High School, College Prep
Thomas Dickason's Deutsche Asset Management Experience 2007 - 2008
Job Senior Developer MBS Analytics at Chase
Industry Financial Services
Experience
Princeton Information Senior Developer - MBS AnalyticsJP MorganChaseJuly 2014 - Present
Credit Suisse 2007 - 2010
Deutsche Asset Management 2007 - 2008
Citigroup 2004 - 2005
Neuberger Berman 1995 - 1996
UBS 1994 - 1995
Skills
Equities, Investment Banking, Project Management, Program Management, SDLC
Education
University of Michigan 1900 — 1900
Princeton Information Senior Developer - MBS AnalyticsJP MorganChaseJuly 2014 - Present
Credit Suisse 2007 - 2010
Deutsche Asset Management 2007 - 2008
Citigroup 2004 - 2005
Neuberger Berman 1995 - 1996
UBS 1994 - 1995
Skills
Equities, Investment Banking, Project Management, Program Management, SDLC
Education
University of Michigan 1900 — 1900
Glenn Koenig's Deutsche Asset Management Experience
Job Vice PresidentPortfolio Manager at Deutsche Asset Management
Industry Financial Services
Experience
Deutsche Asset Management
Skills
Alternative Investments, Asset Management, Bloomberg, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Portfolio Management
Education
University of Maryland College Park 1993 — 1998
Bachelor, Finance
Deutsche Asset Management
Skills
Alternative Investments, Asset Management, Bloomberg, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Portfolio Management
Education
University of Maryland College Park 1993 — 1998
Bachelor, Finance
Kristin Weisser's Deutsche Asset Management Experience June 2003 - October 2005
Job Senior Director, Asset Management Compliance, General Counsel's Organization at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2014 - Present
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial May 2010 - April 2014
Bank of America October 2005 - June 2010
Deutsche Asset Management June 2003 - October 2005
Deutsche Asset Management 1999 - 2003
Scudder Investments 1997 - 1999
Skills
Mutual Funds, Securities, Asset Managment, Securities Regulation, Investment Advisory, Investment Management, Risk Management, Financial Services, Analysis, Asset Management, Corporate Governance, Process Improvement, Management, Risk Assessment, Wealth Management, Investments
Education
University of New Hampshire 1988 — 1992
B.A., English
Ameriprise Financial Services, Inc. April 2014 - Present
Ameriprise Financial Services, Inc. March 2015 - Present
Ameriprise Financial May 2010 - April 2014
Bank of America October 2005 - June 2010
Deutsche Asset Management June 2003 - October 2005
Deutsche Asset Management 1999 - 2003
Scudder Investments 1997 - 1999
Skills
Mutual Funds, Securities, Asset Managment, Securities Regulation, Investment Advisory, Investment Management, Risk Management, Financial Services, Analysis, Asset Management, Corporate Governance, Process Improvement, Management, Risk Assessment, Wealth Management, Investments
Education
University of New Hampshire 1988 — 1992
B.A., English
Dan Scholl's Deutsche Asset Management Experience August 1998 - October 2003
Job Cohead of Taxexempt Fixed Income at Schroders
Industry Investment Management
Experience
Schroders November 2008 - Present
Schroders January 2006 - November 2008
Schroders October 2003 - January 2006
Deutsche Asset Management August 1998 - October 2003
State of Delaware July 1996 - August 1998
State of Delaware July 1992 - June 1996
State of Delaware August 1989 - June 1992
Skills
Fixed Income, Portfolio Management, Investment Management, Investments, Alternative Investments, Asset Managment, Asset Allocation, Bonds, Mutual Funds, Equities, Asset Management, Investment Strategies, Hedge Funds, Investment Advisory, Series 63, Securities, ETFs, Series 7, Bloomberg, High Yield, Trading, Separately Managed...
Education
University of Pennsylvania 1987 — 1989
MGA, Government Administration
Ursinus College 1983 — 1987
BA, Political Science/Finance
Boston Unversity (London Program)
Political Science
Schroders November 2008 - Present
Schroders January 2006 - November 2008
Schroders October 2003 - January 2006
Deutsche Asset Management August 1998 - October 2003
State of Delaware July 1996 - August 1998
State of Delaware July 1992 - June 1996
State of Delaware August 1989 - June 1992
Skills
Fixed Income, Portfolio Management, Investment Management, Investments, Alternative Investments, Asset Managment, Asset Allocation, Bonds, Mutual Funds, Equities, Asset Management, Investment Strategies, Hedge Funds, Investment Advisory, Series 63, Securities, ETFs, Series 7, Bloomberg, High Yield, Trading, Separately Managed...
Education
University of Pennsylvania 1987 — 1989
MGA, Government Administration
Ursinus College 1983 — 1987
BA, Political Science/Finance
Boston Unversity (London Program)
Political Science
Chris Rulewich's Deutsche Asset Management Experience September 2002 - Present
Job AVP at Deutsche Bank
Industry Financial Services
Experience
Deutsche Asset Management September 2002 - Present
Goldman Sachs Asset Management May 1998 - July 2001
Jamison, Eaton & Wood, Inc. 1996 - 1998
Fahnestock & Co. 1994 - 1996
Skills
GIPS Compliance, Performance Measurement, Hedge Funds, Alternative Investments, Equities, Fund Of Funds, Middle Office, Asset Management, Trading Systems, Fixed Income, Investments, Derivatives
Education
University of Rochester 1990 — 1994
BA
Montclair High School 1986 — 1990
Deutsche Asset Management September 2002 - Present
Goldman Sachs Asset Management May 1998 - July 2001
Jamison, Eaton & Wood, Inc. 1996 - 1998
Fahnestock & Co. 1994 - 1996
Skills
GIPS Compliance, Performance Measurement, Hedge Funds, Alternative Investments, Equities, Fund Of Funds, Middle Office, Asset Management, Trading Systems, Fixed Income, Investments, Derivatives
Education
University of Rochester 1990 — 1994
BA
Montclair High School 1986 — 1990
Brian Hickey's Deutsche Asset Management Experience April 2011 - October 2013
Job Managing Director at Advent Capital Management
Industry Fund-Raising
Experience
Advent Capital Management June 2015 - Present
Pillar Capital Management Limited November 2013 - May 2015
Deutsche Asset Management April 2011 - October 2013
TUDOR INVESTMENT CORPORATION October 2009 - April 2011
Citi February 2007 - September 2009
Clinton Group October 1994 - March 2006
Skills
Hedge Funds, Fixed Income, Portfolio Management, Investor Relations, Alternative Investments, Investments, Fund Of Funds, Equities, Asset Managment, Derivatives, Asset Allocation, Investment Banking, Structured Products, Investment Strategies, Asset Management, Financial Modeling, Financial Advisory, Capital Markets, Private Equity, Bloomberg, Emerging Markets, Series 7, Investment Management, Institutional..., Funding
Education
University of South Florida 1989 — 1993
Bachelor's degree, Finance, General
Advent Capital Management June 2015 - Present
Pillar Capital Management Limited November 2013 - May 2015
Deutsche Asset Management April 2011 - October 2013
TUDOR INVESTMENT CORPORATION October 2009 - April 2011
Citi February 2007 - September 2009
Clinton Group October 1994 - March 2006
Skills
Hedge Funds, Fixed Income, Portfolio Management, Investor Relations, Alternative Investments, Investments, Fund Of Funds, Equities, Asset Managment, Derivatives, Asset Allocation, Investment Banking, Structured Products, Investment Strategies, Asset Management, Financial Modeling, Financial Advisory, Capital Markets, Private Equity, Bloomberg, Emerging Markets, Series 7, Investment Management, Institutional..., Funding
Education
University of South Florida 1989 — 1993
Bachelor's degree, Finance, General
Eddie Vandiver's Deutsche Asset Management Experience January 2006 - January 2009
Job Director, Public Fund Marketing at ToddVeredus Asset Management, LLC
Industry Investment Management
Experience
Todd Asset Management, LLC 2013 - Present
Todd-Veredus Asset Management LLC February 2010 - December 2012
JPM Advisors, LLC August 2009 - January 2010
Deutsche Asset Management January 2006 - January 2009
AIG Global Investment Group 2004 - 2005
Mellon Equity Associates 1995 - 2003
Public Employee's Retirement System of Mississippi 1986 - 1996
Skills
Hedge Funds, Asset Allocation, Private Equity, Fund Of Funds, Investment Strategies, Alternative Investments, Derivatives, Mergers & Acquisitions, Emerging Markets, Valuation, Investment Advisory, Financial Structuring, Retirement, Equity Research, Bloomberg, Bonds, Capital Markets, Institutional..., Pension Funds, Series 63, Pensions, Wealth Management, Financial Markets, Securities, Due Diligence, Financial Services
Education
Mississippi College, MBA 1975 — 1977
MBA, Finance, General
University of Mississippi - School of Business Administration 1964 — 1969
BBA, Finance & bakingn
Todd Asset Management, LLC 2013 - Present
Todd-Veredus Asset Management LLC February 2010 - December 2012
JPM Advisors, LLC August 2009 - January 2010
Deutsche Asset Management January 2006 - January 2009
AIG Global Investment Group 2004 - 2005
Mellon Equity Associates 1995 - 2003
Public Employee's Retirement System of Mississippi 1986 - 1996
Skills
Hedge Funds, Asset Allocation, Private Equity, Fund Of Funds, Investment Strategies, Alternative Investments, Derivatives, Mergers & Acquisitions, Emerging Markets, Valuation, Investment Advisory, Financial Structuring, Retirement, Equity Research, Bloomberg, Bonds, Capital Markets, Institutional..., Pension Funds, Series 63, Pensions, Wealth Management, Financial Markets, Securities, Due Diligence, Financial Services
Education
Mississippi College, MBA 1975 — 1977
MBA, Finance, General
University of Mississippi - School of Business Administration 1964 — 1969
BBA, Finance & bakingn
Robert Janis's Deutsche Asset Management Experience 2004 - 2009
Job Founder at Chester Drive Capital Management
Industry Investment Management
Experience
Chester Drive Capital Management 2010 - Present
Deutsche Asset Management 2004 - 2009
Credit Suisse and Warburg Pincus Asset Management 1994 - 2004
U.S. Trust Company of New York 1985 - 1994
Chase Manhattan Bank 1984 - 1984
Bear Stearns & Company 1980 - 1983
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
University of Pennsylvania 1976 — 1980
BA, Economics
Chester Drive Capital Management 2010 - Present
Deutsche Asset Management 2004 - 2009
Credit Suisse and Warburg Pincus Asset Management 1994 - 2004
U.S. Trust Company of New York 1985 - 1994
Chase Manhattan Bank 1984 - 1984
Bear Stearns & Company 1980 - 1983
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
University of Pennsylvania 1976 — 1980
BA, Economics
Paul Hunter's Deutsche Asset Management Experience January 2000 - January 2007
Job Emerging Market Credit Trader at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc. June 2014 - Present
Credit Agricole CIB October 2009 - May 2014
MERRILL LYNCH & CO., INC June 2008 - August 2008
Deutsche Asset Management January 2000 - January 2007
Junior ABS and CMBS Trader - Insurance Group October 2005 - February 2006
Securities Lending January 2000 - January 2002
Skills
Equities, Trading, Structured Finance, Fixed Income, Bloomberg, Investments, Bonds, Valuation, Corporate Finance, Emerging Markets, Portfolio Management, Securities, Interest Rate..., Credit Derivatives, Financial Analysis, Due Diligence
Education
University of Pennsylvania - The Wharton School 2007 — 2009
University of Pennsylvania - The Wharton School 2007 — 2009
BRYANT UNIVERSITY
Bachelor of Arts, Business Administration; Finance
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master, Business Administration; Finance and Management
Mizuho Securities USA Inc. June 2014 - Present
Credit Agricole CIB October 2009 - May 2014
MERRILL LYNCH & CO., INC June 2008 - August 2008
Deutsche Asset Management January 2000 - January 2007
Junior ABS and CMBS Trader - Insurance Group October 2005 - February 2006
Securities Lending January 2000 - January 2002
Skills
Equities, Trading, Structured Finance, Fixed Income, Bloomberg, Investments, Bonds, Valuation, Corporate Finance, Emerging Markets, Portfolio Management, Securities, Interest Rate..., Credit Derivatives, Financial Analysis, Due Diligence
Education
University of Pennsylvania - The Wharton School 2007 — 2009
University of Pennsylvania - The Wharton School 2007 — 2009
BRYANT UNIVERSITY
Bachelor of Arts, Business Administration; Finance
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master, Business Administration; Finance and Management
Felice Tecce's Deutsche Asset Management Experience December 2011 - Present
Job Portfolio Manager at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset Management December 2011 - Present
Deutsche Asset Management January 2011 - March 2012
Deutsche asset management January 2008 - June 2011
Deutsche Asset Management October 2005 - January 2008
Skills
Bloomberg, Equities, Asset Management, Derivatives, Fixed Income, Commodities, FactSet, Microsoft Office 2007
Education
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
Bachelor of Science (BS), Business Administration
Deutsche Asset Management December 2011 - Present
Deutsche Asset Management January 2011 - March 2012
Deutsche asset management January 2008 - June 2011
Deutsche Asset Management October 2005 - January 2008
Skills
Bloomberg, Equities, Asset Management, Derivatives, Fixed Income, Commodities, FactSet, Microsoft Office 2007
Education
University of New Hampshire - Whittemore School of Business and Economics 2001 — 2005
Bachelor of Science (BS), Business Administration
Richard Shepley's Deutsche Asset Management Experience 2002 - 2010
Job Vice President at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds October 2010 - Present
Deutsche Asset Management 2002 - 2010
Zurich Scudder Investments 1997 - 2002
Skills
Hedge Funds, Asset Management, Investments, Alternative Investments, Equities, Capital Markets, Valuation, Fixed Income, Equity Research, Bloomberg, Mutual Funds
Education
University of Oxford 1987 — 1990
MA, Politics, Philosophy and Economics
OppenheimerFunds October 2010 - Present
Deutsche Asset Management 2002 - 2010
Zurich Scudder Investments 1997 - 2002
Skills
Hedge Funds, Asset Management, Investments, Alternative Investments, Equities, Capital Markets, Valuation, Fixed Income, Equity Research, Bloomberg, Mutual Funds
Education
University of Oxford 1987 — 1990
MA, Politics, Philosophy and Economics
Thomas Lehman's Deutsche Asset Management Experience January 2012 - December 2012
Job Vice President Client Advisor at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management May 2015 - Present
J.P. Morgan Asset Management January 2012 - April 2015
Deutsche Asset Management January 2012 - December 2012
PNC Investments 2008 - 2010
Skills
Series 7, Investments, Financial Analysis, Capital Markets, Alternative Investments, Equities, Fixed Income, Asset Allocation, Mutual Funds, Bloomberg, Asset Management, Asset Managment, Portfolio Management
Education
University of Michigan 2004 — 2008
New York University - Leonard N. Stern School of Business
UofD Jesuit
J.P. Morgan Asset Management May 2015 - Present
J.P. Morgan Asset Management January 2012 - April 2015
Deutsche Asset Management January 2012 - December 2012
PNC Investments 2008 - 2010
Skills
Series 7, Investments, Financial Analysis, Capital Markets, Alternative Investments, Equities, Fixed Income, Asset Allocation, Mutual Funds, Bloomberg, Asset Management, Asset Managment, Portfolio Management
Education
University of Michigan 2004 — 2008
New York University - Leonard N. Stern School of Business
UofD Jesuit
Jeffrey Waldman's Deutsche Asset Management Experience May 2002 - November 2003
Job Director at Albert Fried & Company
Industry Financial Services
Experience
Albert Fried & Company June 2015 - Present
TD May 2013 - June 2015
TD Securities February 2009 - April 2013
Deutsche Bank Securities March 2004 - January 2009
Clinton Group November 2003 - February 2004
Deutsche Asset Management May 2002 - November 2003
CIBC World Markets March 2000 - April 2002
Donaldson, Lufkin & Jenrette June 1994 - March 2000
Skills
Equities, Equity Derivatives, Prime Brokerage, Delta One, Arbitrage, Equity Swaps, Fixed Income, CFDs, P&L Analysis, CDS, Interest Rate Swaps, Hedge Funds, Credit Derivatives, Derivatives, Middle Office, Interest Rate..., Structured Products, Electronic Trading, Swaps, Options, Equity Trading, Bonds, Bloomberg, Securities
Education
University of Scranton 1990 — 1993
Bachelor of Science, Management
Albert Fried & Company June 2015 - Present
TD May 2013 - June 2015
TD Securities February 2009 - April 2013
Deutsche Bank Securities March 2004 - January 2009
Clinton Group November 2003 - February 2004
Deutsche Asset Management May 2002 - November 2003
CIBC World Markets March 2000 - April 2002
Donaldson, Lufkin & Jenrette June 1994 - March 2000
Skills
Equities, Equity Derivatives, Prime Brokerage, Delta One, Arbitrage, Equity Swaps, Fixed Income, CFDs, P&L Analysis, CDS, Interest Rate Swaps, Hedge Funds, Credit Derivatives, Derivatives, Middle Office, Interest Rate..., Structured Products, Electronic Trading, Swaps, Options, Equity Trading, Bonds, Bloomberg, Securities
Education
University of Scranton 1990 — 1993
Bachelor of Science, Management
Sarah Rowin's Deutsche Asset Management Experience August 2014 - Present
Job VP at Deutsche Asset Management
Industry
Experience
Deutsche Asset Management August 2014 - Present
GMP Securities (f/k/a Miller Tabak Roberts Securities) April 2008 - February 2014
CreditSights July 2003 - April 2008
Skills
High Yield, Fixed Income Analysis, Valuation, Alternative Investments, Investments, Fixed Income, Hedge Funds, Bonds, Capital Markets, Equities, Bloomberg, Equity Valuation
Education
University of Pennsylvania 1999 — 2003
Bachelor of Arts (B.A.), Economics
Deutsche Asset Management August 2014 - Present
GMP Securities (f/k/a Miller Tabak Roberts Securities) April 2008 - February 2014
CreditSights July 2003 - April 2008
Skills
High Yield, Fixed Income Analysis, Valuation, Alternative Investments, Investments, Fixed Income, Hedge Funds, Bonds, Capital Markets, Equities, Bloomberg, Equity Valuation
Education
University of Pennsylvania 1999 — 2003
Bachelor of Arts (B.A.), Economics
Dan Manghirmalani, FSA, CFA's Deutsche Asset Management Experience 2006 - Present
Job Senior Fixed Income Portfolio Manager
Industry Investment Management
Experience
Deutsche Asset Management 2006 - Present
Deutsche Asset Management 2002 - 2006
Benefit Capital Mgmt (wholly owned sub of Union Carbide- now Dow Chemical) 1993 - 2001
Benefit Capital Mgmt (wholly owned sub of Union Carbide- now Dow Chemical) 1987 - 1993
Great-West Life Assurance Company 1985 - 1987
Skills
Fixed Income, Portfolio Management, Asset Management, Asset Allocation, Investments, Valuation, Capital Markets, Financial Risk, Finance, Insurance, Strategy, Risk Management, Investment Strategies, Investment Management, Bloomberg
Education
University of Wisconsin-Madison 1983 — 1985
Bachelor of Arts (B.A.), Mathematics
University of Michigan 1981 — 1983
Centerville High School
Deutsche Asset Management 2006 - Present
Deutsche Asset Management 2002 - 2006
Benefit Capital Mgmt (wholly owned sub of Union Carbide- now Dow Chemical) 1993 - 2001
Benefit Capital Mgmt (wholly owned sub of Union Carbide- now Dow Chemical) 1987 - 1993
Great-West Life Assurance Company 1985 - 1987
Skills
Fixed Income, Portfolio Management, Asset Management, Asset Allocation, Investments, Valuation, Capital Markets, Financial Risk, Finance, Insurance, Strategy, Risk Management, Investment Strategies, Investment Management, Bloomberg
Education
University of Wisconsin-Madison 1983 — 1985
Bachelor of Arts (B.A.), Mathematics
University of Michigan 1981 — 1983
Centerville High School
Alexander Christon's Deutsche Asset Management Experience June 2009 - Present
Job Vice President at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset Management June 2009 - Present
Morgan Stanley Wealth Management October 2005 - June 2009
Merrill Lynch May 2004 - October 2005
Skills
Hedge Funds, Fixed Income, Alternative Investments, Equities, Asset Management, Portfolio Management, Mutual Funds, Investment Management, Investments, Derivatives, Asset Allocation, Bloomberg, Capital Markets, Investment Banking, Series 7
Education
University of Rhode Island - College of Business Administration 2000 — 2004
Deutsche Asset Management June 2009 - Present
Morgan Stanley Wealth Management October 2005 - June 2009
Merrill Lynch May 2004 - October 2005
Skills
Hedge Funds, Fixed Income, Alternative Investments, Equities, Asset Management, Portfolio Management, Mutual Funds, Investment Management, Investments, Derivatives, Asset Allocation, Bloomberg, Capital Markets, Investment Banking, Series 7
Education
University of Rhode Island - College of Business Administration 2000 — 2004
Sheila Cadogan's Deutsche Asset Management Experience 2009 - Present
Job Director Accounting and Vendor Oversight at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset Management 2009 - Present
Skills
Hedge Funds, Asset Management, Equities, Fixed Income, Alternative Investments, Mutual Funds, Derivatives, Investment Management
Education
University of Massachusetts Boston 1987 — 1991
Bachelor of Science (B.S.), Accounting and Finance
Deutsche Asset Management 2009 - Present
Skills
Hedge Funds, Asset Management, Equities, Fixed Income, Alternative Investments, Mutual Funds, Derivatives, Investment Management
Education
University of Massachusetts Boston 1987 — 1991
Bachelor of Science (B.S.), Accounting and Finance
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Lazard Asset Management
Natixis Global Asset Management
Harvard Management Company