Deutsche Bank
Industry: Investment banking company
DescriptionDeutsche Bank AG is a German multinational investment bank and financial services company headquartered in Frankfurt, Germany. The bank is operational in 58 countries with a large presence in Europe, the Americas and Asia. As of April 2018, Deutsche Bank is the 15th largest bank in the world by total assets. Customer service: 810 49 69 91010039 Headquarters: Frankfurt, Germany CEO: Christian Sewing (Apr 8, 2018–) Subsidiaries: Deutsche Postbank, Norisbank,
Deutsche Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Deutsche Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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14,780 Deutsche Bank employees in database. Find out everything there's to know about Deutsche Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Deutsche Bank Employees
Accellion November 2012 - Present
Blue Penny Films August 2013 - Present
Victory Paper Designs May 2011 - May 2013
Deutsche Bank January 2007 - November 2012
Ground Zero Graphics October 2006 - December 2006
Bain & Company June 2006 - July 2006
Skills
Graphic Design, Digital Photography, Vector Illustration, Pagemaker, Desktop Publishing, Retail Packaging, Web Design, Visual Merchandising, Marketing, E-commerce, Social Media, Graphics, Logo Design, Adobe Creative Suite, Newsletters, Advertising, Illustration, Illustrator, Creative Direction, InDesign, Social Media Marketing
Education
Fashion Institute of Design & Merchandising 2005 — 2006
Associate of Arts (A.A.), Graphic Design
California State University-Hayward 2003 — 2004
Workday 2014 - Present
KKR March 2010 - Present
Deutsche Bank March 2010 - January 2015
The Irvine Group Inc. July 2007 - January 2009
Williams-Sonoma, Inc. January 2002 - January 2005
Airport Group International August 1996 - December 1999
Sun International/Kerzner International May 1994 - July 1996
Hyatt Hotels Corporation December 1971 - May 1994
Skills
Customer Service, Hospitality, Budgets, Strategic Planning, Hotels, Hospitality Management, Hospitality Industry, Food & Beverage, Hotel Management, Resorts, Event Planning, Event Management, Tourism, Restaurants, Revenue Analysis
Education
East Tennessee State University 1967 — 1971
Business Administration and Management, General
California Coast University
MBA, Business Administration and Management, General
Deutsche Bank July 2013 - Present
TD Bank May 2013 - June 2013
Lockheed Martin January 2013 - April 2013
CompuCom February 2012 - January 2013
Skills
Windows 7, Windows Server, Computer Hardware, Computer Repair, Help Desk Support, Desktop Application..., Troubleshooting, Remote Desktop, Virus Removal, Remote Access
Education
Camden County College 2008 — 2010
Academy Certificate, Computer Technology/Computer Systems Technology
Berkshire Hathaway HomeServices Nevada Properties April 2014 - Present
Paragon Gaming June 2011 - November 2013
Harrah's Entertainment September 2010 - December 2010
Union Gaming Group May 2010 - December 2010
Deutsche Bank May 2008 - December 2008
Skills
Strategic Planning, Gambling, Market Research, Casino, Editing, Financial Analysis, Analysis, Customer Service, Public Speaking, Microsoft Excel, Accounting, Event Planning, Event Management, Social Media, Marketing, PowerPoint, Budgets, Analytics, Microsoft Office, Gaming Industry, Hospitality, Hotels, Business Development, Hospitality Management, Public Relations
Education
University of Nevada 2007 — 2010
Bachelor of Science, Gaming Management
University of Nevada 2007 — 2010
Bachelor of Science, Hospitality Management
California Polytechnic State University-San Luis Obispo 2005 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General
Resurrection Health Care May 1999 - Present
Resurrection Health Care May 1999 - Present
Barnert Hospital 1995 - 1999
Deutsche Bank August 1986 - December 1994
McDonnell Douglas (I/S Division) 1984 - 1986
Tymshare Medical Systems October 1977 - October 1984
American University in Cairo 1974 - 1977
Skills
Healthcare Information..., EHR, EMR, Epic Systems, HIPAA, Healthcare, CPOE, Hospitals, Informatics, Meditech, Software Documentation, Ambulatory, Cerner, Healthcare Consulting, Management, Physician Relations, HL7, Patient Safety, Revenue Cycle, Databases, Healthcare Management, Process Improvement, Medical Coding, Data Analysis, Nursing, Access, Inpatient, Medicare, Software Implementation, Medicaid, PACS, Healthcare Industry, Ambulatory Care, ICD-9, Medical Records, Health Information..., Medical Billing, Clinical Research, Troubleshooting, Visio, Radiology, Software Development, Health Information..., Physicians, BLS, System Administration, Performance Improvement, Managed Care, Practice Management
Education
The American University in Cairo 1973 — 1977
MA, Computer Science
Cairo University 1970 — 1973
BS, Accounting
Merk Investments March 2013 - Present
Kellner Capital October 2011 - March 2013
University of California, Berkeley, Haas School of Business 2011 - 2012
Network Corporate Finance January 2010 - January 2011
Deutsche Bank September 2008 - February 2009
Deutsche Bank July 2007 - September 2007
Skills
Options, FX Options, Financial Engineering, Investment Banking, Corporate Finance, Bloomberg, Fixed Income, Derivatives, Quantitative Finance, Financial Modeling, Equity Research, Equities, Capital Markets, FX Trading, Global Macro
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2012
Master of Financial Engineering, Financial Engineering
Universität Stuttgart / University of Stuttgart 2003 — 2009
Quantitative Business Administration (Diplom/Master), Finance, Economics
California Polytechnic State University-San Luis Obispo 2006 — 2007
Deutsche Bank January 2015 - Present
Neotick Inc March 2012 - September 2014
WestCo Realty July 2011 - January 2012
Education
California State University-Long Beach 2009 — 2011
Bachelor of Science (BS), Finance, General
California State University-Long Beach - College of Business Administration 2009 — 2011
Bachelor of Science (BS), Finance, General
West Sage Group May 2014 - Present
Berkeley Point Capital LLC December 2009 - May 2014
Independent Contractor April 2008 - December 2009
RBS Greenwich Capital September 2006 - May 2008
Deutsche Bank May 2001 - August 2006
CNL Commercial Finance December 2000 - May 2001
Bay View Capital Coporation September 1997 - November 2000
Franchise Mortgage Acceptance Corporation 1997 - 2000
Citicorp North America May 1996 - September 1997
Skills
Structured Finance, Mezzanine, Underwriting, Financial Modeling, Loan Origination, Commercial Mortgages, Management, Real Estate Economics, Asset Managment, Valuation, Due Diligence, Loans, Asset Management, Commercial Real Estate, Financial Structuring, Credit, CMBS, Real Estate, Risk Management, Portfolio Management, Real Estate Financing, Investments, Equities, Financial Risk, Securitization, Mortgage Lending, Private Equity, Finance, Real Estate Transactions
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1992 — 1997
BA
Vital Network Services January 2015 - Present
Deutsche Bank November 2014 - January 2015
Tech Data August 2010 - 2014
USAID/OFDA May 2010 - July 2010
White House Communications Agency October 2007 - May 2010
White House Communications Agency December 2005 - October 2007
White House Military Office December 2004 - December 2005
501st Signal Battalion 2000 - 2004
Skills
Networking, ITIL, VoIP, Security, Information Assurance, Security Clearance, Cisco Technologies, Microsoft Exchange, Network Security, IT Strategy, Data Center, Leadership, Call Centers, Disaster Recovery, Computer Security, Information Security, Troubleshooting, LAN-WAN, Change Management, CISSP, Military, Cisco Call Manager, Switches, Project Management, IT Management, Cloud Computing, Network Engineering, Telecommunications, WAN, Information Technology, Management, Vendor Management, Network Architecture, Computer Network..., Program Management, Telephony, Cross-functional Team..., MPLS, Unified Communications, VPN, Network Design, Cisco IOS, Routing, IT Operations, Mobile Devices, IT Service Management, Wireless Networking, Strategy, Video Conferencing, Project Planning
Education
Capella University 2005 — 2008
Bachelor's Degree, Information Technology: Information Assurance and Security
Hawaii Pacific University 1997 — 2000
Associates, Business Management
Deutsche Bank September 2014 - Present
Deutsche Bank 2012 - Present
Navien America, Inc. June 2009 - March 2011
Bank of the West July 2006 - June 2009
Skills
Financial Analysis, Business Strategy, Sales, Forecasting, Microsoft Excel, Finance, Budgets, Customer Service, Strategic Financial..., Management, Portfolio Management, Pricing, Social Media, Microsoft Office, Accounting, Financial Planning
Education
California State University-Long Beach - College of Business Administration 2005 — 2008
Bachelor of Arts in Business Economics, Marketing
Deutsche Bank February 2014 - Present
Deutsche Bank August 2013 - February 2014
Deutsche Bank February 2012 - August 2013
Deutsche Bank October 2010 - February 2012
Deutsche Bank Securities September 2009 - January 2011
Veris Wealth Partners January 2009 - November 2009
Smith Barney November 2005 - September 2008
Skills
Equities, Fixed Income, Series 7, Hedge Funds, Capital Markets, Bloomberg, Investments, Asset Managment, Bonds, Securities, Investment Strategies, Financial Services, Relationship Management, Banking, Cash Management, Asset Management, Bloomberg Terminal, Corporate Actions, Risk Management, Investment Banking
Education
California State University-Los Angeles 2005 — 2007
Finance, Minor: Economics
University of Central Florida 2000 — 2003
Finance, Business
Wilmington Trust 2013 - Present
Deutsche Bank 1990 - 2013
Security Pacific National Bank 1988 - 1990
Union Bank 1985 - 1988
Skills
Fixed Income, Hedge Funds, Private Equity, Credit Derivatives, Structured Finance, Emerging Markets, Financial Structuring, Corporate Trust, Trustee, Sales Management, Project Management, Product Management, Relationship Management, Alternative Investments, Back Office, Banking, Bloomberg, Bonds, Business Planning, CDS, CRM, Finance, Financial Institutions, Financial Markets, Financial Services, Management, Middle Office, Risk Management, Securitization, Strategy, Swaps, Securities
Education
California State University-Los Angeles
Bachelor of Science (B.S.), Business Information Systems
Career Incubator January 2014 - Present
Niles Executive Recruitment January 2011 - Present
MBA Women NYC a professional chapter of NAWMBA 2010 - Present
Opus Career Management February 2011 - April 2013
NYC Human Resources Administration, Business Link October 2009 - February 2011
Primerica Financial Services February 2007 - April 2010
Deutsche Bank July 2008 - September 2008
University Support Services, LLC September 2005 - February 2008
Campbell university August 2003 - May 2005
St. Augustine's College May 2004 - November 2004
Skills
Recruiting, CRM, Human Resources, Talent Management, Employee Relations, PeopleSoft, Microsoft Excel, Team Building, Microsoft Office, Coaching, Talent Acquisition, Budgets, Organizational..., Project Management, Marketing, Sourcing, Microsoft Word, Public Speaking, Insurance, Strategic Planning, Entrepreneurship, Event Planning, System Administration, Leadership, Process Improvement, Change Management, Business Analysis, Access, Analysis, Data Analysis, Consulting, Management, Interviews, Training, Time Management, Project Planning, Leadership Development, Business Development
Education
Campbell University 2003 — 2005
MBA, Business Administration
City University of New York-Hunter College 2001 — 2002
BA, Africana Studies
Hofstra University 1995 — 1999
BBA, Business Computer Information Systems
Deutsche Bank February 2014 - Present
NBCUniversal, Inc. January 2012 - February 2014
NBCUniversal, Inc. June 2011 - December 2011
Avalon Global Research January 2009 - July 2009
Skills
Market Research, Project Management, Competitive Analysis, Report Writing, Research, Microsoft Office, Statistics, Market Analysis, Marketing Research, Data Mining, Microsoft Excel, Business Strategy, Visio, Six Sigma, Minitab, Business Process..., Business Intelligence, Data Analysis, Lean Manufacturing, Lean Management, Analysis, Business Development, Management, SQL, Strategy, Analytics, PowerPoint, Team Management
Education
California State University-Northridge 2010 — 2011
Graduate, Engineering Management (Six Sigma-Green Belt certified)
Thadomal Shahni Engg. College. (University of Mumbai)
B.E, Chemical
Deutsche Bank October 2014 - Present
Sun Capital Partners 2013 - 2014
Hamilton Lane 2010 - 2013
Education
Florida International University 2010 — 2012
Master of Business Administration (M.B.A.)
California State University-Bakersfield 2008 — 2010
Bachelor's Degree
Lending Club October 2015 - Present
Visa November 2012 - October 2015
Visa February 2012 - November 2012
Visa March 2011 - February 2012
Jimex Corporation May 2009 - March 2011
Deutsche Bank June 2008 - August 2008
Columbus Capital Advisors March 2008 - June 2008
Wells Fargo November 2006 - July 2007
Wells Fargo August 2005 - July 2006
Skills
Product Marketing, Market Research, Marketing Strategy, Forecasting, Management, Competitive Analysis, Start-ups, Strategy, Project Management, Budgets, Integrated Marketing, Strategic Planning, Product Management, Marketing, Marketing Communications, Business Analysis, Business Strategy, Digital Marketing, Marketing Management, Market Analysis, Marketing Analysis, Brand Communication, Agency Relations, Budgeting, Client Relations, Client Marketing, Payments
Education
California State University-East Bay 2007 — 2009
Master of Business Administration (M.B.A.), Finance & Strategy Management
California State University-Fresno 2004 — 2006
Bachelor's Degree, Management & Organizational Design
Tyco International September 2014 - September 2015
JPMorgan Chase August 2013 - July 2014
AIG April 2013 - May 2013
Deutsche Bank May 2012 - August 2012
The Dow Jones Corporation February 2011 - July 2011
Credit Suisse October 2010 - February 2011
Netcom Information Technology – MSDN certification program August 2009 - September 2010
Citigroup April 2008 - June 2009
Citibank May 2006 - April 2008
Citibank - CBNA February 2001 - May 2006
Skills
MS Access VBA, Report Development, Report Design, MS Excel VBA, MS Access Query Design, MS Project, MS Access Front End..., MS Excel Pivot Tables, Microsoft Office, Macro, Array Processing, MS Access / Excel..., Chart, Microsoft Excel, Microsoft Word, Databases, Data Analysis, Arrays, Access DAO, Microsoft SQL Server, Database Design, Data Mining, Business Intelligence, Business Continuity..., Information Management, Information Technology, HTML, Risk Management, Credit Risk, Asset Managment, Asset Allocation, Consumer Banking, Private Banking, Compliance, Project Planning, Project Delivery, Visual Studio, Project Portfolio..., Project Coordination, SharePoint, PowerPoint, Formulas, Database Triggers, CSS, Stored Procedures, ODBC, Visio, Structured Analysis, Structured Lending..., .NET Compact Framework
Education
Stevens Institute of Technology 2002 — 2005
Master of Science (M.S.), Management Information Systems, 3.6
Cal Poly Pomona 1991 — 1996
Bachelor of Science (B.S.), Computer Information Systems, B Average
Brown Morgan Inc. DBA Telefone March 2013 - Present
Brown Morgan, Inc August 2007 - Present
Bank of Americati May 2005 - June 2006
Deutsche Bank February 2005 - May 2005
Cantor Fitzgerald September 2004 - February 2005
The Hart Agency November 2001 - July 2004
ORBIS International September 2000 - November 2001
Skills
HRIS, Benefits Administration, Recruiting, Employee Engagement, Onboarding, Performance Management, Employee Benefits, PeopleSoft, HR Policies, Succession Planning, New Hire Orientations, Applicant Tracking..., Workforce Planning, College Recruiting, FMLA, ADP Payroll, Coaching, Payroll, EEO, Change Management, Temporary Placement, Organizational..., Performance Appraisal, Policy, Behavioral Interviewing, Training, Employment Law, Leadership Development, Relationship Management, Personnel Management, ADP ReportSmith, Talent Acquisition, Employee Relations, Operations Management, AML Compliance, Corporate Actions, Intelligence Analysis, Investment Banking, Institutional..., Bank Reconciliation, SEC filings, Securities Regulation, Securities Fraud, Finance, Project Management, Risk Assessment, AML/KYC, Human Resources, Interviews, Deferred Compensation
Education
Capella University 2008 — 2016
Doctor of Philosophy (Ph.D.), Operational Management: Business and Technology, 3.4
City University of New York-Brooklyn College 1999 — 2000
Master's degree, Industrial and Organizational Psychology, 3.8
Saint John's University 1994 — 1998
Bachelor of Arts (B.A.), Psychology, 3.6
St. John's University 1994 — 1998
Bachelor's degree, Psychology, 3.7
Theriot Walston Inc. January 2013 - Present
Marks Theriot Walston & Co., Inc. February 2010 - March 2013
Marks McBroom Theriot Walston & Co., Inc. November 2007 - February 2010
Deutsche Bank March 2000 - October 2007
Skills
Equities, Private Equity, Capital Markets, Hedge Funds, Investments, Fixed Income, Financial Modeling, Structured Products, Derivatives, Alternative Investments, Portfolio Management, Investment Advisory, Investment Management, Asset Allocation, Asset Management, Wealth Management..., Investment Strategies, Wealth Management, Wealth, Finance, Financial Services, Mergers & Acquisitions, Options, Securities, Banking, Equity Trading, Loans, Hedging, Management
Education
California State University-Los Angeles
Pepperdine University September 2014 - July 2015
New York Life Insurance Company August 2013 - September 2014
Monarch Bay Associates 2012 - July 2013
Raymond James Financial Inc. April 2007 - April 2012
KeyBanc Capital Markets May 2003 - April 2007
B. Riley & Co. June 2002 - March 2003
Deutsche Bank May 1998 - June 2002
Amerindo Investment Advisors October 1996 - March 1998
Pacific Stock Exchange, Options Floor September 1990 - September 1996
Skills
Equity Trading, Series 7, Series 63, Equities, Trading, Electronic Trading, Hedge Funds, Trading Systems, Securities, Bloomberg, Investments, Capital Markets, Equity Research, Licensed Life & Health..., General Securities..., Sales, Financial Services, Options
Education
Pepperdine University Graduate School of Education and Psychology 2014 — 2015
Master's degree, Elementary Education and Teaching
California State University-Chico
California State University-Hayward
Bachelor's degree, Entrepreneurial and Small Business Operations
Deutsche Bank June 2015 - Present
Citi January 2014 - June 2015
Citi September 2012 - January 2014
Merrill Lynch June 2011 - September 2011
Skills
Microsoft Excel, Portfolio Management, Microsoft Word, Outlook, Financial Risk, Equities, Account Reconciliation, PowerPoint, Microsoft Office, Sales, Financial Modeling, Financial Services, Risk Management
Education
Canisius College
B.S, Business Finance
Deutsche Bank July 2008 - September 2009
Deutsche Bank June 2007 - August 2007
Skills
Financial Economics, Quantitative Finance, Quantitative Analytics, Econometrics, Time Series Analysis, Statistical Modeling, C++, R, Matlab, Excel/VBA, SAS, LaTeX, Unix/Linux shell...
Education
The University of Texas at Austin 2009 — 2015
Doctor of Philosophy (Ph.D.), Finance
Carnegie Mellon University - Tepper School of Business 2006 — 2007
Master of Science (MS), Computational Finance
California Institute of Technology 2002 — 2006
Master of Science (MS), Astrophysics
University of Science and Technology of China 1997 — 2002
Bachelor of Science (BS), Astrophysics
Siemens Healthcare/Infotree January 2014 - Present
SugarFoods Corporation February 2012 - Present
Ovis Creative, LLC October 2013 - December 2013
Lifepoint Informatics October 2012 - May 2013
Marc Jacobs February 2012 - May 2013
Deutsche Bank June 2012 - February 2013
KPMG LLP March 2003 - July 2011
KnowledgePoint360 Group 2011 - 2011
Redback Networks January 2001 - January 2002
Stanford University January 1997 - January 2001
Skills
Adobe Acrobat, Photoshop, Multimedia, PowerPoint, Layout, Graphics, Marketing, Social Media, Editing, Marketing Communications, Internal Communications, Microsoft Office, Adobe Creative Suite, Blogging, Dreamweaver, Event Planning, Microsoft Word, Microsoft Excel, HTML, Public Speaking, Presentation Design, Event Management, Management, Advertising, Training, Facebook
Education
San Jose State University 2000 — 2002
Master's, Education, Emphasis on Instructional Technology, GPA: 3.8
California State University-East Bay 1994 — 1997
Bachelor of Arts, Spanish, GPA: 3.83
California State University-East Bay 1994 — 1997
Bachelor of Arts, International Studies, GPA: 3.83
Spanish Intitute in Seville 1996 — 1996
Fall Semester Study Abroad Program
Independence High School 1991 — 1993
High School, High School/Secondary Diplomas and Certificates
Deutsche Bank September 2015 - Present
AA Franchise Service November 2014 - August 2015
Equinox Securities, Inc. September 2014 - October 2014
The Boiling Crab May 2011 - May 2014
Aviatronics Inc. May 2011 - June 2011
Diamond Bar High School student store August 2008 - June 2009
Skills
Microsoft Excel, Data Entry, Time Management, Teamwork, Customer Service, PowerPoint, Sales, Social Media, Microsoft Word, Stock Market Analysis, Financial Statement..., Stock Valuation, Reporting & Analysis, Research, Training, Team Leadership, Management
Education
California State University-Fullerton 2010 — 2014
BA, Finance
Diamond Bar High School 2006 — 2010
Diploma, General Education
Arrowhead Regional Medical Center June 2015 - Present
Cedars-Sinai Medical Center August 2012 - August 2014
Watts Community Health Center September 2013 - November 2013
Exodus Recovery July 2013 - July 2013
COPE Health Solutions November 2009 - February 2013
Pomona Valley Hospital Medical Center June 2009 - January 2012
Deutsche Bank January 2007 - December 2008
Premier Commercial Bank 2003 - 2006
Skills
Nursing, Customer Service, BLS- Health Providers-..., Epic Systems, Range of Motion, Resume Writing, Financial Analysis, Microsoft Office, Account Reconciliation, ACLS, PowerPoint, Nursing Care, Managment of Assaultive..., Collateral Analysis, Executive..., PALS, Emergency Room, Patient Safety, Vital Signs, Phlebotomy, Therapeutic..., Medication..., Home Care, Medical-Surgical, Patient Education
Education
Rady Children's Hospital 2015 — 2015
Neonatal Critical Care Course (NICU training), Neonatal Nursing
Western Governors University 2011 — 2014
Bachelor of Science (BS), Nursing Science
Flexed Comprehensive Education for Healthcare 2008 — 2014
Additional Certification and Specialized Training, Registered Nursing/Registered Nurse
Chaffey College 2009 — 2011
Gerontology Certification, Pre-Nursing Studies
California State University-Fullerton 2002 — 2005
Bachelor of Arts (BA), Business Administration/ Finance- Banking and Institutions
UC Riverside 1997 — 2000
Bachelor's degree, Biological and Physical Sciences
Deutsche Bank July 2015 - Present
Department of Statistics, University of California, Davis January 2015 - July 2015
Morgan Stanley Wealth Management July 2014 - August 2014
analyticsMD August 2013 - October 2013
Cal Poly Pomona March 2013 - June 2013
Stanford University June 2010 - August 2010
Skills
Data Analysis, R, Research, Microsoft Excel, QuickBooks, HTML, PowerPoint, Microsoft Word, Event Planning, Public Speaking, Time Management, Teamwork, Microsoft Office, Windows, Critical Thinking, Organization, Photoshop
Education
University of California, Davis 2013 — 2015
Bachelor of Arts (BA)
California State Polytechnic University-Pomona 2011 — 2013
De Anza College 2010 — 2011
Monta Vista High School 2007 — 2011
High School Diploma
Wells Fargo Home Mortgage December 2014 - Present
Citi March 2014 - Present
Beki Associates Inc. October 2008 - February 2014
Deutsche Bank April 2007 - June 2008
Bankers West Funding Inc February 2006 - February 2007
Ideamax Corp May 2001 - December 2005
Skills
FHA, Refinance, Loans, Mortgage Banking, First Time Home Buyers, Investment Properties, Real Estate, Loan Origination, Residential Mortgages, VA loans, Credit, FHA financing, Investments, Mortgage Lending, Real Estate Transactions, Closings, Underwriting, Management
Education
California State Polytechnic University-Pomona 1996 — 2000
Bachelor of Arts (B.A.), Business Administration, Management and Operations
El Monte High School 1991 — 1995
HS DIPLOMA, GENERAL, 12
Deutsche Bank January 2013 - Present
Russell Investments April 2011 - November 2012
BlackRock September 2009 - March 2011
Barclays Global Investors March 2007 - September 2009
Barclays Global Investors June 2003 - March 2007
Barclays Global Investors July 2001 - July 2003
Prudential Securities January 2000 - June 2001
Skills
ETFs, Investments, Asset, Investment Strategies, Series 7, Wealth Management, Mutual Funds, Asset Allocation, Asset Management, Portfolio Management, Capital Markets, Trading, Sales Management, Investment Management, Investment Advisory, Alternative Investments, Asset Managment, Financial Services, Financial Advisory, Morningstar, Financial Modeling, Equities, Fixed Income, Hedge Funds
Education
California State University-Sacramento 1989 — 1993
BA, Government; Minor- Business Administration
ACPI Investment Managers April 2008 - Present
Deutsche Bank September 2005 - March 2008
Skills
Alternative Investments, Financial Analysis, Hedge Funds, Portfolio Management, Absolute Return, Fixed Income, Credit, Risk Management, Structured Finance, Special Situations, Bond Markets, Cantonese, Brazilian Portuguese, Investments
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (B.S.), Business Administration, Financial Management
Deutsche Bank 2014 - Present
Starbucks November 2013 - April 2014
Research Foundation of The City University of New York November 2013 - January 2014
Bank of America July 2008 - April 2013
Bank of America September 2007 - July 2008
Bank of America November 2006 - September 2007
APPROVED AERONAUTICS, LLC May 2004 - November 2006
ABC WINDOW COMPANY, INC February 2000 - May 2004
Skills
Banking, Management, Sales, Finance, Portfolio Management, Leadership, Customer Service, Financial Services, Commercial Banking, Training, CRM, Relationship Management, Cash Management, Risk Management, Strategy, Business Development, Treasury Management, Sales Operations, Team Leadership, Cross Selling, Project Management, Project Planning, Process Improvement, Microsoft Excel
Education
Cal Poly Pomona
Bachelor of Science, Business Administration; Management & Human Resources
Advanced Environmental Group / Advanced Cleanup Technologies Inc. July 2014 - Present
Independent Consultant March 2009 - Present
TSI Group September 2013 - July 2014
DMP Energy, LLC March 2011 - January 2014
Techren Solar June 2010 - January 2012
Mizuho Corporate Bank October 2007 - January 2009
Union Bank of California April 2007 - October 2007
Credit Agricole CIB April 2000 - April 2007
GE Capital February 1999 - April 2000
Deutsche Bank June 1995 - February 1999
Skills
Project Finance, Financial Modeling, Renewable Energy, Capital Markets, Investment Banking, Corporate Finance, Solar Energy, Portfolio Management, Financial Structuring, Mergers & Acquisitions, Investments, Due Diligence, Equities, Finance, Private Equity, Energy, Structured Finance, Restructuring, Valuation, Asset Management, Banking, Loans, Venture Capital, Business Planning, Business Development, Securities, Alternative Investments, Loan Origination, Funding, Emerging Markets, Corporate Development, Treasury Management, Private Placements, Executive Management, Joint Ventures, Capital, Investor Relations, Leveraged Finance, IPO, Business Valuation, M&A experience, Cleantech, Acquisitions, Divestitures, Commodity, LBO, Hedge Funds, Trading, Debt Restructuring, Alternative Energy
Education
Chapman University 1988 — 1990
Masters of Business Administration, Finance
California State University-Fullerton 1981 — 1986
Bachelor of Arts (BA), Triple Major in Business: Accounting, Finance, Marketing. Minor: Economics
Professional Certifications
Agendia, Inc. July 2013 - October 2014
PathCentral, Inc. July 2011 - July 2013
Colony Capital 2010 - 2011
Deutsche Bank 1994 - 2009
Kenneth Leventhal & Co (now Ernst and Young) December 1988 - May 1993
Coopers & Lybrand (now PriceWaterhouseCoopers) July 1987 - December 1988
Skills
Accounting, Due Diligence, Financial Modeling, Financial Analysis, Cash Management, Forecasting, Financial Reporting, Risk Management, Analysis, Internal Controls, Strategy, Auditing, Finance, Mergers & Acquisitions, Strategic Planning
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Bachelor of Arts, Business Administration (Accounting)
Golden Gate University
Master of Science, Taxation
University High School
Deutsche Bank February 2014 - Present
Pacific Life October 2012 - March 2013
Bank of America April 2011 - January 2012
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Corporate Finance, Customer Service, Staff Supervision, Cantonese, Sales, Event Planning, Training, Access, Data Analysis, Banking, Financial Modeling
Education
California State Polytechnic University-Pomona
Bachelor of Science (B.S.), Business Administration - Finance
Tayson Pierce Estate Wines January 2005 - Present
Live Nation Entertainment June 2015 - September 2015
Cabrillo Advisors, LLC February 2015 - April 2015
Live Nation Entertainment June 2014 - September 2014
Ellis Law Group June 2013 - July 2013
Deutsche Bank June 2010 - August 2010
Inglenook June 2007 - September 2008
Skills
Marketing, Investment Banking, Financial Analysis, Start-ups, Investments, Market Research, Venture Capital, Capital Markets Analysis, Contract Negotiation, Strategic Planning, Analysis, Legal Research, Microsoft Office, Analytics, Training, Wineries, Sales Operations, Sales, Research, Business Economics, Industrial Organization, Photoshop, Strategy, Marketing Strategy, Spanish, Italian, Windows, Business Strategy, CRM, OS X, Mac OS X, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Negotiation, Finance, Fundraising, Project Management, New Business Development, Westlaw, Accounting, Legal Writing, Data Analysis, Leadership, Financial Modeling, Entrepreneurship, Teamwork, Private Equity, Salesforce.com
Education
California Western School of Law 2012 — 2016
J.D./MBA, Banking, Corporate, Finance, and Securities Law
San Diego State University College of Business 2013 — 2016
J.D./MBA, Entrepreneurship/Entrepreneurial Studies/Finance
Emory University 2008 — 2012
Bachelor of Arts (B.A.), Business/Managerial Economics, Law and Economics
UBS Private Wealth Management November 2008 - Present
Deutsche Bank March 2000 - November 2008
PaineWebber January 1994 - March 2000
AT&T January 1989 - December 1993
Education
Fairleigh Dickinson University 1991 — 1993
Master of Science, Finance
Canisius College 1983 — 1987
B.S., Accounting
Societe Generale Corporate and Investment Banking - SGCIB November 2014 - Present
Deutsche Bank September 2011 - November 2014
Deutsche Bank April 2010 - September 2011
Deutsche Bank March 2009 - March 2010
CSU Chancellor's Office August 2007 - February 2009
Skills
Sustainability, Account Reconciliation, Swaps, Settlement, Financial Analysis, Middle Office, Green Building, Energy Efficiency, FX, Event Planning, Back Office
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2007
Bachelors, Finance
Deutsche Bank April 2010 - Present
Evergreen Investments February 2008 - December 2009
Standard & Poor's Investment Advisory Services February 2005 - January 2008
Dreyfus Managed Assets June 2003 - February 2005
Merrill Lynch February 1998 - May 2003
Liberty Mutual Insurance February 1996 - February 1998
Skills
Mutual Funds, Business Development, Finance, Bloomberg, Asset Management, Fixed Income, Investments, Cross-functional Team..., Investment Management, Management, Capital Markets, Financial Services, Separately Managed..., Structured Products, ETFs, Alternative Investments, Series 7
Education
California State University, Fresno
B.S. Bus Admin, Finance
HSBC Private Bank January 2013 - Present
HSBC Private Bank July 2010 - January 2013
Deutsche Bank April 2007 - July 2010
Wells Fargo Wealth Management Group 1993 - 2007
Great Western Bank 1992 - 1993
Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Banking, Capital Markets, Equities, Financial Services, Fixed Income, Hedge Funds, Investments, Management, Portfolio Management, Private Banking, Strategic Planning, Strategy, Wealth Management, Wealth Management...
Education
California State University-Long Beach 1985 — 1991
Central Washington University 1983 — 1985
J.P. Morgan May 2015 - Present
Deutsche Bank October 2010 - May 2015
Deloitte & Touche 2004 - 2010
Agilent Technologies June 2002 - August 2002
Skills
Enterprise Risk..., Risk Management, Sarbanes-Oxley Act, IT Audit
Education
California Polytechnic State University-San Luis Obispo
BS, Business Administration, MIS
Far East National Bank August 2014 - Present
Quick Bridge Funding May 2013 - August 2014
Deutsche Bank November 2010 - May 2013
Temporary July 2009 - November 2010
Constructive Capital June 2008 - May 2009
Skills
Analysis, Financial Analysis, Account Reconciliation, Finance, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Lotus Notes, Bloomberg, Pivot Tables, Vlookup, CDO, Financial Reporting, Valuation, Saber, Asset Liability..., Investment Management, Financial Modeling, Banking, Bloomberg Terminal, Fiserv, Fixed Income, Investments, Portfolio Management
Education
California State University-Fullerton 2004 — 2008
Bachelor of Arts (B.A.), Business Administration and Management, General
Deutsche Bank October 2013 - Present
Pacific Life September 2012 - September 2013
Wells Fargo April 2011 - April 2012
Skills
Exel, PowerPoint, Microsoft Excel, Business Strategy, Financial Analysis, Customer Service, Employee Relations, Derivatives, Investments
Education
California State Polytechnic University-Pomona 2010 — 2012
bachelor degree, Finance
Orange Coast College 2007 — 2010
Associates Degree, Business
servite
WNC & Associates February 2015 - Present
Deutsche Bank September 2014 - February 2015
The Hartford December 2012 - September 2014
Nordstrom October 2003 - December 2012
Skills
Sales, Customer Service, Retail, Merchandising, Microsoft Excel, PowerPoint, Facebook, Visual Merchandising, Social Media, Microsoft Office, Microsoft Word, Marketing, Outlook
Education
California State University-Fullerton 2009 — 2012
Bachelor of Arts (B.A.), Finance - Risk Management & Insurance Concentration
PIMCO September 2013 - Present
PIMCO January 2013 - September 2013
Capital Group November 2011 - November 2012
Deutsche Bank August 2010 - November 2011
Deutsche Bank September 2007 - August 2010
Dimler Wealth Planning 2004 - 2007
Education
California State University-Fullerton - College of Business and Economics 2003 — 2007
BA, Finance
Tampa Bay May 2015 - Present
Raymond James Financial Inc. May 2003 - October 2014
Deutsche Bank June 2000 - May 2003
Skills
Sales, New Business Development, Relationship Management, C-Level Sales, Leadership, Coaching, ETF's, Mutual Funds, Alternative Investments, Retirement, Equity Research, Fixed Income, Capital Markets, 457, 401k, 403 b, Defined benefit &..., Hedge Funds, Derivatives, Banking, Insurance, Portfolio Management, Investment Banking, Corporae Finance, Mergers & Acquisitions, Commercial Real Estate, Reit's, Loans, CIMA ®, Private Equity, Financial Modeling, Credit Analysis, CRM, Linkedin beginner
Education
University College Dublin
Master's Degree, Finance (Honors), Michael Smurfit Graduate School of Business
University of Pennsylvania - The Wharton School
Executive Education in Investment Management, Aresty Institute at Wharton
Canisius College
Bachelor's Degree, Finance
Columbia College March 2015 - Present
Deutsche Bank July 2014 - Present
Financial Industry Regulatory Authority June 2012 - July 2014
H. Beck, Inc. August 2011 - May 2012
Capitol Financial Solutions August 2009 - March 2011
UBS Wealth Management January 2008 - October 2008
Wachovia Securities Financial Network October 2006 - January 2008
Skills
Series 24, Strategic Financial..., Asset Management, Investments, Securities, Microsoft Word, Research, PowerPoint, Series 7, Uniform Combined State..., Equities, Microsoft Office, Mutual Funds, FINRA, Customer Service, Risk Management, Financial Analysis
Education
University of Massachusetts Boston 2011 — 2014
Master of Arts (M.A.), Applied Linguistics
Capella University 2007 — 2010
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
James Madison University 2002 — 2006
Bachelor of Arts (B.A.), Foreign Languages and Literatures, General
James Madison University - College of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), International Business
Deutsche Bank August 2014 - Present
City National Bank 2007 - July 2014
1st Century Bank September 2004 - August 2007
City National Bank January 2003 - September 2004
City National Bank February 2002 - January 2003
Gold Graphics April 2001 - February 2002
Skills
Software:Microsoft..., Banking
Education
California State University-Long Beach 1998 — 2000
Bachelor of Arts (B.A.), English Literature
Pasadena City College 1995 — 1998
Trust Company of the West September 2013 - Present
Deutsche Bank February 2004 - September 2013
Skills
Investment Banking, Derivatives, Fixed Income, Equities, Capital Markets, Structured Products, Bloomberg, Equity Derivatives, Credit Derivatives, Financial Modeling, Corporate Finance
Education
California State Polytechnic University-Pomona 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Drexel University's LeBow College of Business August 2013 - Present
University of Arizona August 2008 - June 2013
Claremont Graduate University August 2006 - May 2008
Deutsche Bank August 2004 - June 2006
Wells Fargo Bank September 2003 - August 2004
Skills
Financial Modeling, Stata, Bloomberg, Research, Statistics, Economics, Econometrics, Data Analysis, R, Quantitative Analytics
Education
University of Arizona 2008 — 2013
PhD, Accounting
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2006 — 2008
MBA, Finance and Strategy
California State Polytechnic University-Pomona 1999 — 2003
BS, Economics
Temple city high school
Kaiser Permanente IT September 2007 - Present
Pacific Horizon January 2000 - Present
Deutsche Bank October 2005 - August 2007
Skills
Financial Analysis, Financial Modeling, Loans, Strategic Planning, Forecasting, Finance, Leadership, Microsoft Excel, Financial Risk, Analysis, Process Improvement, Customer Service
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2009
Masters in Business Administration, Leadership and Managing Organizational Change
California State University-Northridge 2002 — 2004
Business, Finance
Deutsche Bank April 1994 - Present
Bankers Trust April 1994 - June 1999
Loral Electro-Optical Systems January 1992 - April 1994
Education
California State Polytechnic University-Pomona 1989 — 1993
Bachelor of Science
California Department of Health Care Services May 2015 - Present
Larkspur Financial Advisors August 2012 - April 2015
The Blueshirt Group December 2011 - May 2012
Deutsche Bank July 2011 - December 2011
Bass Underwriters July 2010 - April 2011
Scottrade Inc January 2009 - June 2010
UCDavis Architects & Engineers June 2006 - March 2009
Skills
Teamwork, Problem Solving, Organization, Client Relations Skills, Self-motivated..., Superior Work Ethic, Series 7, Registered Paraplanner
Education
California State University-Sacramento 2005 — 2010
Business, Business Administration, Concentrations in Finance; Risk Management & Insurance
Deutsche Bank 2010 - September 2014
Standard Chartered Bank 1996 - August 2010
Wells Fargo Bank 1994 - 1996
Education
California Polytechnic State University-San Luis Obispo
Yavapai Regional Capital May 2009 - Present
Golden West Consulting October 2004 - Present
Mcgraw Hill 2010 - 2010
Pearson January 2002 - June 2006
FTKnowledge 2001 - 2005
New York Institute of Finance 2002 - 2004
Deutsche Bank 1999 - 2001
Banque Paribas 1987 - 1994
Union Bank of California 1981 - 1986
Skills
Corporate Finance, Credit, Capital Markets, Derivatives, Training, Investment Banking, Emerging Markets, Private Equity, Management, Hedge Funds, Equities, Valuation, Fixed Income, Financial Modeling, Investments, Portfolio Management, Banking, Strategic Financial..., Strategy, Finance, Credit Analysis, Business Strategy, Asset Management, Structured Finance, Restructuring, Venture Capital
Education
California State University-Northridge 1975 — 1980
BS, Finance
H & R Block December 2007 - Present
eBay Education Specialist March 2005 - October 2010
Deutsche Bank September 2000 - October 2007
Kelly Services August 1997 - August 2000
Prudential California Realty August 1993 - August 1997
Education
California State University-Dominguez Hills 1998 — 2002
BA, Business Administration
Long Beach City College 1996 — 1998
AA, Liberal Studies
Brownsburg High School 1971 — 1978
High School Diploma, Science, Math
Tandem Strategic Management, LLC May 2011 - Present
Spencer's Market December 2012 - December 2013
VT Brokers, LLC 2007 - 2012
Infinium Capital 2006 - 2007
Deutsche Bank 2005 - 2006
VantagePoint Venture Partners 2004 - 2005
TImber Hill/ Interactive Brokers 1999 - 2005
Skills
Financial Modeling, Equities, Valuation, Venture Capital, Bloomberg, Financial Analysis, Securities, Private Equity, Due Diligence, Trading, Hedge Funds, Salesforce.com, Investment Banking, QuickBooks, Equity Derivatives, Derivatives, Finance, Investments, Business Planning, Start-ups, Start-up Consulting, Capital Markets, Non-profit Volunteer, Strategic Financial..., Risk Managem, Portfolio Management
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Business Administration (BBA), Accounting and Finance
University of San Francisco
Master's of Science Financial Analysis
San Rafael High School
Capgemini Consulting August 2015 - Present
McKesson September 2010 - August 2015
Capgemini Consulting April 2007 - September 2010
SAIC July 2000 - April 2007
ResortCom International August 1999 - July 2000
Bank of America October 1998 - April 1999
Deutsche Bank February 1996 - September 1998
Warner Bros 1992 - 1995
Skills
Team Building, Business Strategy, Change Management, Process Improvement, Business Process..., ERP, Strategy, CRM, SAP, Organizational..., IT Management, Mergers, Program Management, Strategic Planning, Management Consulting, ITIL, IT Strategy, Workshop Facilitation, Integration, Business Process, PMP, Performance Improvement, Public Speaking, Recruiting, Management, Project Management, Business Transformation, Leadership, Intranet, Team Leadership, Business Analysis, PMO, Vendor Management, Project Portfolio..., Training, Outsourcing, Cross-functional Team..., Consulting, Organizational Design, Performance Management, Business Intelligence, Governance, Large Scale Change...
Education
California State Polytechnic University-Pomona
Computer Information Systems / Business Administration
Glendale High School
College Prep
University of Phoenix
Deutsche Bank September 2015 - Present
Tata Consultancy Services January 2012 - September 2015
Skills
HTML, Editing, Team Building, Management, SQL, Coaching, JavaScript, Leadership, Analysis, Troubleshooting, Customer Service, Research, Software Development, Teaching, Agile Methodologies, Databases, Project Management, Requirements Analysis, Process Improvement, Microsoft SQL Server, Business Intelligence, Team Management, Team Leadership, Business Analysis, SDLC, Testing, Training, Software Project...
Education
Campbell University 2003 — 2004
Bachelor of Science (B.S.), Computer Science
EY September 2009 - Present
Deutsche Bank January 1999 - August 2001
Deutsche Bank August 1991 - January 1999
Education
California State University-Northridge 2007 — 2009
Bachelor of Science Degree in Information Systems
Santa Monica College 2004 — 2007
Bachelor of Science Degree in Computer Science / Information Systems (transfer studies)
Frankfurt School of Finance & Management 1995 — 1997
Bachelor of Science Degree in Business Administration
Gebhard-Müller-Schule 1991 — 1994
Qualified Bank Clerk
Warner Bros. Consumer Products February 2012 - June 2015
Warner Bros. Consumer Products April 2014 - June 2014
California State University, Office Of The Chancellor September 2008 - February 2012
Deutsche Bank October 2005 - May 2007
Skills
Financial Modeling, Business Process..., Corporate Finance, Financial Analysis, Finance, PeopleSoft, Hyperion Enterprise, SharePoint, SQL, Business Analysis, Visio, Financial Reporting, Access, HTML, Forecasting, Microsoft Excel, Cash Flow Forecasting, Excel, Hyperion, InfoPath, R, Data Science, Web Scraping, Github, MicroStrategy Reporting, Statistical Data..., Tableau, Data Visualization, Photoshop, Dashboards, CSS, JSON
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2008
MS, Finance
California State University-Fullerton 2001 — 2005
BA, Business Administration (Honors) - Corporate & International Finance
Zoetis November 2012 - September 2015
Pfizer February 2010 - November 2012
Pfizer September 2006 - February 2010
Marsh February 2003 - August 2006
Business Engine April 1999 - February 2003
Deutsche Bank February 1996 - April 1999
Skills
Business Intelligence, Project Portfolio..., IT Strategy, SDLC, Professional Services, Vendor Management, Business Intelligence..., Corporate Communications, Business Analysis, Program Management, Cross-functional Team..., Project Management, Pharmaceutical Industry, Process Improvement, Management, Data Warehousing, CRM, Business Process..., Software Project..., PMO, ITIL, Change Management, Integration, Leadership, Visio, PMP, Requirements Analysis, Outsourcing, IT Management, Software Development, Business Process, SharePoint, ERP, Enterprise Architecture, Management Consulting, Project Planning, Resource Management, Requirements Gathering, Strategic Planning, Governance, Agile Methodologies, Agile Project Management, Computer System..., Data Management, IT Service Management, Product Management, Quality Assurance, Six Sigma, Global Delivery, Global Management
Education
Colorado Technical University 2009 — 2012
Master of Business Administration (M.B.A.), Computer/Information Technology Administration and Management
California Coast University 1990 — 1994
Bachelor's degree, Business Administration and Management, General
BNY Mellon May 2012 - Present
BNY Mellon February 2007 - May 2012
Deutsche Bank October 2004 - February 2007
Skills
Fixed Income, Portfolio Management, Bloomberg, Banking, Leadership, Securities, Equities, Program Management, Hedge Funds, Investments, Financial Analysis, Mutual Funds, Access, Risk Management, Financial Modeling
Education
California State University-San Bernardino - College of Business and Public Administration 2000 — 2004
B.A., Finance
Deutsche Bank December 2013 - Present
CGI June 2011 - December 2013
Advantage Technical Resourcing November 2010 - November 2010
Manpower Professional October 2010 - October 2010
Insight Global September 2010 - September 2010
Lutheran Church of the Good Shepherd August 2007 - August 2010
Pomeroy IT Solutions, Inc. April 2010 - April 2010
A to Z In-home Tutoring, Inc. October 2008 - January 2010
Kelly Services March 2006 - January 2010
Lauderdale Board of Education September 2005 - June 2006
Skills
Unix, Databases, Linux, Technical Support, Servers, Troubleshooting, Perl, Software Documentation, Microsoft SQL Server, Software Development, Security, Oracle, Solaris, Networking, Microsoft Office, Shell Scripting, HTML, Information Technology, Requirements Analysis, Software Installation, System Administration
Education
Capella University 2006 — 2007
MS, Information Technology, Information Security
New Mexico State University 1974 — 1983
BS, Computer Science, Mathematics, Physics
Markets Group LLC. June 2014 - Present
Fordham University August 2015 - Present
NYU Stern School of Business April 2012 - Present
Yoga To The People April 2014 - Present
The Rogers Group July 2013 - Present
Espirito Santo Financial Services April 2012 - June 2013
Banco Fator November 2010 - December 2011
Banco Safra August 2008 - August 2010
Bulltick Capital Markets June 2008 - July 2008
Deutsche Bank June 2004 - January 2008
Skills
Training & Development, Hiring, Conference Coordination, Conference Speaking, SPIN Selling, Capital Markets, Gold, Emerging Markets, Public Speaking, Financial Markets, Teaching, Hot Yoga, Fixed Income, Equities, Derivatives, Portfolio Management, Equity Research, Investments, Structured Finance, Investment Banking, Bloomberg, Structured Products, Asset Management, Asset Managment, Project Finance, Credit Derivatives
Education
NYU Stern School of Business 2002 — 2004
MBA, Economics and Financial History
California State University-Long Beach - College of Business Administration 1996 — 1998
BSc., Finance
Orange Coast College 1994 — 1996
Associate of Arts (A.A.), Business Administration and Management, General
New Mexico Military Institute 1988 — 1990
High School Diploma, General Studies
En Pointe Technologies October 2012 - Present
En Pointe Technologies September 2011 - October 2012
En Pointe Technologies July 2011 - August 2011
Citi July 2010 - August 2010
Deutsche Bank June 2009 - July 2009
Merrill Lynch October 2007 - December 2007
Skills
IT Strategy, Business Analysis, Software Asset..., VMware, Microsoft Licensing, Team Management, Lead Generation, Pre-sales, Business Intelligence, Project Management, Sales, Entrepreneurship, Operations Processes, Excel models, PowerPoint development, Data Analysis, Big Data, Decision Analysis, Management, Business Development, Solution Selling, Cloud Computing, Leadership
Education
California State University-Fullerton 2014 — 2015
Master's Degree, MS in Information Systems and Decision Sciences
Indiana University Bloomington 2008 — 2011
Bachelor's Degree, Economics
Cambridge International Examinations (CIE) 2005 — 2007
GCE Advanced Level
Aitchison College 1996 — 2005
GCE Ordinary Level
KPMG LLP - Credit Risk & Securitization October 2006 - Present
Citigroup June 2005 - September 2006
ABN AMRO Bank N.V. April 2001 - May 2005
Deutsche Bank March 1993 - March 2001
Skills
Structured Finance, CLO, Fixed Income Analysis, Investment Valuation, ABS, CMBS, MBS, SQL, Financial Modeling, Intex Desktop, Securitization, Due Diligence, Capital Markets, Derivatives, Financial Services, Banking, Alternative Investments, Fund Of Funds, Valuation, Fixed Income, Bloomberg, Finance, Structured Products, CDO, Loans, Securities, Hedge Funds, Private Equity, Financial Structuring, Market Risk, Bonds, Leveraged Finance, Financial Risk, Quantitative Finance, Swaps
Education
California State University-Long Beach
B.S., Business Administration - Finance
Carrington Holding Company, LLC August 2015 - Present
Deutsche Bank June 2014 - July 2015
Farmers Insurance January 2014 - May 2014
AXA Advisors June 2013 - September 2013
Burnham Gibson Financial Group June 2013 - September 2013
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Corporate Finance, Investments, Financial Reporting, Financial Accounting, Mutual Funds, International Finance, Managerial Finance, Commercial Banking, Entrepreneurial Finance, SAP, Hedge Funds, Real Estate Financing, Speculation, Corporate Trust, Trust Management, Trust Services, Money Market Funds
Education
California State Polytechnic University-Pomona
Bachelor's Degree, B.S. Finance & Real Estate
TriLinc Global July 2011 - Present
Tow Financial Advisors September 2007 - July 2011
Deutsche Bank 2007 - 2007
HSBC Private Bank 2005 - 2007
Morton Capital Management 2001 - 2005
American Express Financial Advisors 2000 - 2001
Bank of America 1996 - 2000
United States Marine Corps 1994 - 1997
Skills
Investments, Portfolio Management, Investment Advisory, Alternative Investments, Asset Management, Asset Allocation, Wealth Management, Financial Planning, Financial Analysis, Financial Modeling, Due Diligence, Investment Strategies, Hedge Funds, Equities, Fixed Income, Mutual Funds, Capital Markets, Derivatives, Financial Markets, Securities, Economics, Emerging Markets, Finance, Financial Advisory, Wealth Management..., Private Equity, Investment Management, Venture Capital, Strategic Financial...
Education
California State University-Long Beach 1999 — 2004
B.A., Business Economics
Deloitte February 2015 - Present
Jack Hindmarsh PLC September 2013 - February 2015
LPL Financial (dba John Bernard Wealth Management) January 2010 - June 2014
CDM Smith June 2007 - December 2009
Deutsche Bank February 2006 - May 2007
Skills
Research, Sustainability, Marketing, Microsoft Excel, Event Planning, PowerPoint, Editing, Strategic Planning, Brochures, Proposal Writing, Internal Communications, Marketing Strategy, Copywriting, Budgets, Public Relations, Social Networking, Corporate Communications, Program Management, Management, Project Management, Team Leadership, Project Planning, Market Research, Time Management, Marketing Communications, Leadership, Training, Social Media Marketing, Strategic Communications, Community Outreach, Data Analysis, Social Media
Education
University of California, Irvine 2013 — 2015
Master of Advanced Study, Criminology, Law and Society, 3.95
California Polytechnic State University-San Luis Obispo 2000 — 2005
BA, English, minor in Economics
St. Joseph Health June 2013 - Present
Pacific Life January 2013 - June 2013
Pacific Life September 2010 - December 2012
Pacific Life March 2010 - September 2010
Pacific Life September 2008 - March 2010
Pacific Life September 2007 - September 2008
O.C. Physicians Hearing Services February 2007 - June 2007
Merrill Lynch September 2006 - December 2006
Deutsche Bank June 2004 - September 2004
Eastern Premiere Insurance Company June 2003 - September 2003
Skills
Account Management, Communication, Internal Communications, Training, Office Administration, Analysis, Business Analysis, New Business Development, Building Relationships, Microsoft Office, Microsoft Word, Microsoft Excel, Sales Management, Marketing Communications, Corporate Communications, Product Marketing, Requirements Analysis, Procedure Development, Procedure Creation, Procedural Analysis, Procedure Review, Procedure Design, Case Analysis, Case Managment, Financial Services, Retirement Planning, Life Insurance, UAT coordination, System Testing, Strategic Planning, Strategic Financial..., Competitive Analysis
Education
University of California, Irvine 2011 — 2012
Human Resources Management Certificate, Human Resources
University of California, Irvine 2004 — 2007
Bachelor's Degree, Economics and Sociology
Orange Coast College 2003 — 2004
General Education
California State University-Fullerton 2002 — 2003
Mathematics
University High School 1998 — 2002
High School Diploma
BlissfullyDomestic.com 2014 - Present
dvdInteriorDesign.com April 2012 - Present
dvd Interior Design llc October 2002 - Present
Deutsche Bank October 1996 - March 2002
TPG Architecture March 1995 - October 1996
Skills
Interior Design, Residential Design, Project Management, Brand Development, Blogging, Social Media Marketing, Social Networking, Interior Architecture, Marketing, Creative Strategy, Renovation, Email Marketing, CRM, Retail Design, Social Media, Space Planning, Furniture, MRP, System Administration, Software Documentation, Construction, Construction Management, Project Planning, Finish, Retail, Budgets, Documentation, Administration, Budget Management, Home decor, Blog Marketing
Education
California State University-Long Beach
BFA : Interior Design, Fine/Studio Arts, General
University of Pennsylvania Health System 2008 - Present
Wired Musician, Inc. November 2001 - Present
Deutsche Bank 2001 - 2001
Kozmo.com 1999 - 2001
Education
University of Pennsylvania 1985 — 1989
MA, PhD, music theory and composition
California State University at Northridge
Bachelor of Music, Music theory and composition
Gorilla Science November 2014 - Present
Deutsche Bank March 2013 - November 2014
JP Morgan June 2007 - December 2012
Brevan Howard November 2005 - June 2007
Bloomberg 2002 - 2005
Bear Stearns 2001 - 2002
numerix 1999 - 2001
Nomura 1999 - 2000
BNP Paribas 1995 - 1999
Los Alamos National Laboratory July 1986 - July 1995
Skills
Quantitative Finance, Mathematical Modeling, Applied Mathematics, Numerical Analysis, Quantitative Analytics, Market Risk, Stochastic Processes, Equities, Quantitative Research, Interest Rate..., Credit Derivatives, Equity Derivatives, Monte Carlo Simulation, Econometrics, Quantitative Investing, Fixed Income, Trading Systems, Stochastic Calculus, Electronic Trading, R, Mathematics, Machine Learning, Structured Products, Options, Valuation, Statistics, Financial Modeling, LaTeX, Time Series Analysis, FX Options, Emerging Markets, Derivatives, Hedging, Hedge Funds, Investment Banking, Volatility, SAS, Portfolio Optimization, VBA, Mathematica, Portfolio Management, Matlab, Commodity, Investments, Statistical Modeling, Financial Markets, Bloomberg, Data Mining, VAR, Financial Engineering
Education
Caltech 1975 — 1979
Ph.D., Applied Mathematics
Caltech 1972 — 1975
BS, Applied Mathematics
Merrill Lynch March 2012 - Present
Deutsche Bank September 2011 - February 2012
Bank of America Merrill Lynch May 2010 - September 2011
CICC 2009 - 2010
QVT Financial LP May 2005 - February 2009
Caxton Associates/ART Advisors LLC May 1998 - May 2005
Integral Development Corporation 1997 - 1998
Education
California Institute of Technology 1991 — 2007
Ph.D., Physics
University of Science and Technology of China 1984 — 1989
BS, Modern Physics
Freelance 2010 - Present
Deloitte 2007 - 2009
Bank of America 2005 - 2006
Deutsche Bank 2004 - 2005
MMG Partners 2004 - 2004
Deutsche Bank 2004 - 2004
NYC Schools 2001 - 2004
Mitchell Madison Group 1994 - 2001
Pratt & Whitney 1993 - 1993
US Navy 1989 - 1992
Skills
Management Consulting, Business Strategy, Organizational Design, Business Transformation, Business Process..., Change Management, Strategic Planning, Financial Services, Performance Improvement, Strategy, Governance, Business Analysis, Outsourcing, Program Management, Process Improvement
Education
Massachusetts Institute of Technology - Sloan School of Management 1992 — 1994
MBA, Finance Concentration
Cal Poly Pomona 1985 — 1989
BS, Electrical and Computer Engineering
Chirsto Botev Architecture High School
Citibank Agency & Trust November 2004 - Present
Bank of New York Mellon April 2000 - November 2004
Deutsche Bank 1995 - 2000
Skills
Structured Products, Structured Finance, Securitization, Securities, Relationship Management, Portfolio Management, Financial Markets, ABS, Banking, Bonds, Capital Markets, Fixed Income, Hedge Funds, MBS, Residential Mortgages, Financial Services, Derivatives, Credit Derivatives, Credit, Commercial Banking
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1989 — 1994
BA, Business Finance
Deutsche Bank 1997 - Present
Education
California State University-Fullerton 1991 — 1997
California State University-Fullerton, Mihaylo College of Business and Economics 1990 — 1996
Bachelor's, Business - Marketing
Citi June 2011 - Present
Bank of New York Mellon September 1999 - March 2010
Bankers Trust January 1993 - 2000
Deutsche Bank 1994 - 1999
State Street Bank 1989 - 1999
Skills
ETFs, PMP, Client Service, Testing, Test Management, Financial Services, Quality Assurance, SDLC, Securities, Program Management, Project Management, Business Analysis, Fixed Income, Management, Equities, Banking, Budgets, Client Services, Integration, IT Strategy, Leadership, Networking, PMO, Portfolio Management, Project Portfolio..., Risk Management, Vendor Management
Education
Caldwell University 2000 — 2002
BA, Finance
Northeastern University 1984 — 2000
Financial Management
Westmount Asset Management 2000 - Present
Deutsche Bank 1999 - 2000
Bankers Trust 1994 - 1999
Wilshire Associates 1992 - 1994
TRW 1986 - 1992
Education
California State University-San Bernardino
Velocity Merchant Energy, LP July 2009 - Present
Deutsche Bank June 2005 - June 2009
Lehman Brothers August 2002 - June 2005
Skills
Quantitative Investing, Electronic Trading, Portfolio Optimization, Equity Derivatives, Risk Modeling, Equities, Hedging, Program Trading, Trading, Quantitative Analytics, Statistical Arbitrage, FX Options, Capital Markets, Credit Derivatives, Quantitative Finance, Options, Bloomberg, Trading Strategies, Interest Rate..., Exotic Derivatives, Financial Markets, Swaps, Prime Brokerage, Proprietary Trading, Portfolio Management, Investment Management, VBA, Equity Trading, Global Macro, Financial Engineering
Education
Caltech 1997 — 2002
PhD, Theoretical Physics
Harvard University 1990 — 1994
BA, Physics and Mathematics
Stuyvesant High School 1986 — 1990
HS, Various
JPMorgan Chase & Co. May 2014 - Present
UBS February 2007 - May 2014
Xiotech 2005 - 2007
Egenera 2002 - 2005
Deutsche Bank 2001 - 2002
Totality Corporation 2000 - 2001
Merrill Lynch 1995 - 2000
JP Morgan 1996 - 1997
Insci Corp 1993 - 1995
Control Data Corporation 1990 - 1992
Skills
Virtualization, Unix, Disaster Recovery, Quality Assurance, Enterprise Architecture, Data Center, Cloud Computing, Leadership, Solution Architecture, Trading Systems, Vendor Management, ITIL, IT Strategy, SDLC, Integration, Infrastructure
Education
University of Pennsylvania 1992 — 1993
M.S., Computer Engineering
California State University-Hayward 1988 — 1990
B.S., Computer Information Systems
Hofstra University 1986 — 1988
Engineering
Deutsche Bank October 1999 - Present
Bankers Trust 1994 - 1999
Skills
Talent Management, Employee Relations, Workforce Planning, Employee Benefits, Employee Engagement, Performance Management, HR Policies
Education
California State University-Northridge 1980 — 1985
BA, Sociology
Crabel Capital Management April 2015 - Present
Delphinium LLC August 2013 - April 2015
Crabel Capital Management February 2010 - July 2013
Citigroup June 2009 - January 2010
Deutsche Bank 2008 - 2008
Skills
Quantitative Finance, Bloomberg, Hedge Funds, Derivatives, Data Analysis, Fixed Income, Matlab, Financial Modeling, Equities, Trading, Valuation, Economics, Capital Markets, Quantitative Analytics, Portfolio Management
Education
California Institute of Technology 2005 — 2009
BSc, Applied & Computational Mathematics, Economics
Montgomery Blair High School 2001 — 2005
PayPal February 2006 - Present
Heartland Family Service January 2014 - October 2014
DOUGLAS COUNTY COMMUNITY MENTAL HEALTH CENTER January 2011 - August 2011
Kellogg's March 2005 - February 2006
ADP May 2003 - March 2005
Ceridian October 1999 - June 2003
Deutsche Bank April 1998 - October 1999
Council International Educational Exchange September 1997 - April 1998
Skills
•Analytical,..., Time management skills..., •Proficient with...
Education
University of Nebraska at Omaha 2009 — 2014
Master’s Degree, Clinical/Medical Social Work
California State University-San Bernardino 1991 — 1997
BACHELOR, SCIENCE FINANCE/INTERNATIONAL BUSINESS
CRT Capital Group August 2000 - August 2008
Deutsche Bank 1993 - 1995
First Boston 1990 - 1993
MacKay Shields 1986 - 1989
Skills
Equities, Special Situations, Mutual Funds, Portfolio Management, Bloomberg, Proprietary Trading, Private Equity, Capital Markets, Investments, Mergers & Acquisitions, High Yield, Hedge Funds, Investment Banking, Equity Trading, Trading, Venture Capital, Equity Research, Alternative Investments
Education
State University of New York College at Buffalo 1981 — 1983
MBA, Finance
Canisius College 1977 — 1981
BS, Finance
Bishop Ryan
Merrill Lynch July 2011 - Present
Deutsche Bank Securities February 2008 - June 2011
Deutsche Bank June 2006 - August 2006
Los Angeles Urban League June 2005 - August 2005
Caltech Computational Materials and Design Facility June 2005 - August 2005
Summer Undergraduate Research Fellowship - Caltech June 2004 - August 2004
Skills
Trading, FX, Currency, VBA, Derivatives, Interest Rate..., Fixed Income, Structured Products, Options, Swaps, Bloomberg, FX trading, Global Macro, Trading Systems, Quantitative Finance, Interest Rate Swaps, Market Making, Hedging, FX Options
Education
Caltech 2003 — 2007
BS, Applied Mathematics
Deutsche Bank December 1993 - Present
Deutsche Bank Alex. Brown 1993 - Present
Deutsche Bank 1993 - Present
First Union 1988 - 1993
RBC Centura 1986 - 1988
Skills
Alternative Investments, Asset Management, Business Strategy, Leadership, Investments, Mutual Funds, Strategy, Private Equity, Investment Banking, Equities, Private Placements, Retirement Planning, 401k, Pensions, Wealth Management, Finance, Risk Management, Strategic Planning, Management
Education
University of Pennsylvania - The Wharton School 2000 — 2003
Bachelor of Business Administration (BBA), Securities Industry Institute
Campbell University 1982 — 1986
Bachelor of Business Administration (BBA), Trust Management
Ravenscroft School 1970 — 1982
AGI Center for Behavioral Finance
Certified Behavioral Finance Analyst
Deutsche Bank January 2014 - Present
Skills
Fixed Income, Equities, Capital Markets, Hedge Funds, Alternative Investments, Financial Analysis, Financial Modeling, Asset Management, Investments
Education
University of Southern California - Marshall School of Business 1997 — 1999
MBA
California State University-Fullerton
BA, Communications (Public Relations)
California State University-Fullerton, Mihaylo College of Business and Economics
BA, Business Administration (Finance)
Deutsche Bank February 2014 - Present
Lender Processing Services, Inc. (LPS) March 2012 - January 2014
Deutsche Bank July 2008 - March 2012
Lender Processing Services, Inc. (LPS) April 2005 - June 2008
Flagler Development Company January 2004 - April 2005
Omega World Travel September 2000 - December 2003
Skills
Financial Analysis, Banking, Accounting, Financial Modeling, Account Reconciliation, Analysis, Auditing, Cash Management, Finance, Financial Accounting, Financial Reporting, Internal Controls, GAAP, Management, Process Improvement
Education
California State University-Fresno 1996 — 1998
Bachelor of Science (BS), Business Administration, Accounting
Alphadyne Asset Management May 2012 - Present
Merrill Lynch May 2008 - March 2012
Deutsche Bank 2004 - 2008
Goldman Sachs 2002 - 2004
JP Morgan 1996 - 2002
JPMorgan 1996 - 2002
Skills
Derivatives, Fixed Income, Structured Products, Capital Markets, Credit Derivatives, Hedge Funds, Bonds, Swaps, FX Options, Investment Banking, Equity Derivatives, Market Risk, Trading, Alternative Investments, Financial Modeling, Financial Risk, Financial Structuring, Hedging, Options
Education
Massachusetts Institute of Technology - Sloan School of Management 1992 — 1994
SM, Finance
Massachusetts Institute of Technology 1986 — 1994
PHD, Physcis
California Institute of Technology 1982 — 1986
B.SC, Physics
Atherton Baptist Homes December 2010 - Present
H.L. Moe, Inc. March 2008 - November 2009
Deutsche Bank August 1998 - August 2007
Skills
Analysis, Procurement, Finance, Purchasing, Time Management, Process Improvement, Management, Strategic Planning, General Ledger, Accounts Payable
Education
California State University-Los Angeles 1988 — 1991
Bachelor of Science, Business Administration-Accounting
ICE Canyon LLC January 2014 - Present
SS&C GlobeOp September 2013 - January 2014
Ares Management April 2010 - August 2013
Deutsche Bank June 2007 - April 2010
Chase Manhattan Corporation June 2001 - June 2007
Skills
Financial Analysis, CDO, Bloomberg, Microsoft Excel, Accounting, Corporate Finance, Valuation, Asset Managment, Mutual Funds, Investments, Financial Modeling, CLO, Pricing, Leadership, Financial Statements, Internal Controls, Bonds, PowerPoint, Account Reconciliation, Cash Management, Portfolio Management, Banking, Microsoft Word, Derivatives, Alternative Investments, Hedge Funds, Cash Flow, Credit Derivatives, Management, Fixed Income, Asset Management, Data Analysis, Equities, Investment Banking, Financial Reporting, Capital Markets, QuickBooks, Securities, Finance, Structured Products, High Yield, Trading, Credit Analysis
Education
Investment Banking Institute 2013 — 2013
Investment Banking, Financial Modeling
California State University-Fullerton, Mihaylo College of Business and Economics 2002 — 2007
Bachelor, Business - Finance, Enterpreneur, International Business
University of California, Los Angeles
Veritas
Bank of America October 2009 - Present
Bank of America 2008 - Present
ABN AMRO 1999 - Present
Deutsche Bank 1996 - 1999
Skills
Fixed Income, SDLC, Analytics, MBS, Financial Modeling, Risk Management, Banking, Capital Markets, Securitization, Structured Finance, Portfolio Management, Financial Analysis
Education
California State University-Fullerton 1987 — 1992
BA, Business Administration
Federal Reserve Bank of New York June 2015 - Present
Purdue Pharma October 2009 - June 2015
UBS August 2008 - August 2009
Bear Stearns 2003 - 2008
Goldman Sachs May 2002 - August 2003
Deutsche Bank April 2000 - April 2002
Skills
Vendor Management, Strategic Sourcing, Outsourcing, Procurement, Offshoring, Sourcing, Supply Management, Contract Negotiation, Process Improvement, Risk Management, Contract Management, E-procurement, Negotiation, Program Management, Cross-functional Team..., Business Strategy, Forecasting, Global Sourcing, IT Sourcing, Management, Strategy
Education
California Western School of Law 1993 — 1996
JD
Emerson College 1985 — 1989
BS, Mass Communications
UBS Wealth Management April 2005 - Present
Deutsche Bank September 1986 - March 2005
Skills
Asset Managment, Asset Management, Real Estate Development, Financial Modeling, Contract Negotiation, Investments, Portfolio Management, Strategic Planning, Commercial Real Estate, Private Equity, Due Diligence, Negotiation, Risk Management, Valuation, Alternative Investments, Real Estate, Equities
Education
California Western School of Law
JD, Law
Stony Brook University
BS, Economics
Weston Group Inc. Rehabilitation Services November 2012 - Present
Bethesda Lutheran Communities October 2010 - Present
Wells Fargo Bank, N.A. 2000 - 2008
Deutsche Bank 1997 - 2000
Skills
Mortgage Lending, Leadership, Treatment, Mental Health
Education
Santa Ana College 2009 — 2011
Associate of Science (A.S.), Occupational Therapist Assistant
California State University-San Bernardino
Bachelors, Business Administration / Finance
Deutsche Bank May 2004 - Present
Ameriquest Mortgage October 2005 - March 2006
Deutsche Bank January 2005 - October 2005
Deutsche Bank May 2004 - January 2005
Superior Engineered Products June 2000 - May 2004
Skills
Banking, Credit, Equities
Education
University of LaVerne 2010 — 2011
MBA, Management and Leadership
California State Polytechnic University-Pomona 1998 — 2003
B.S., Management & Human Resources
Deutsche Bank July 2014 - Present
BioAdvance Ventures January 2010 - April 2014
Merck & Co., Inc. November 1989 - April 2014
Skills
Pharmaceutical Search..., Drug Discovery, Data Mining, Data Analysis, Database Administration, Team Management, Management, Biotechnology, Competitive Intelligence, Deal Sourcing, Licensing Negotiations, Due Diligence, Venture Capital, Technology Transfer, Licensing, Evaluation, Alliance Management, Clinical Trials, Drug Development, Clinical Development, Commercialization, Biopharmaceuticals, Oncology, Strategy, Pharmaceutical Industry, Strategic Alliances, Lifesciences, Regulatory Affairs, Biochemistry, FDA, Vaccines, Immunology, Biomarkers, Healthcare, Life Sciences, Product Launch, Medical Devices, Business Strategy, Negotiation, CRO, Infectious Diseases, Mergers & Acquisitions, Pharmacology, R&D, Cross-functional Team..., Business Development
Education
Caltech 1984 — 1989
Post-Doc, Biochemistry
Massachusetts Institute of Technology 1978 — 1983
PhD, Biochemistry
University of California, Irvine 1974 — 1978
B.S., Biology
PIMCO March 2012 - May 2013
Och-Ziff Capital Management March 2005 - January 2011
Deutsche Bank March 2004 - February 2005
OCTFCU December 2002 - March 2004
Bunim Murray Productions January 2001 - June 2001
Skills
Financial Modeling, Asset Management, Banking
Education
California State University-Fullerton - College of Business and Economics 1999 — 2003
Finance
New York University
woodbridge high school
Deutsche Bank November 2006 - Present
Solomon IV Advanced Distribution Group 1998 - 2003
Skills
CDO, Structured Products, Structured Finance, SDLC, Microsoft SQL Server, Requirements Gathering, Requirements Analysis, Databases, Visio, Fixed Income, Capital Markets, Business Analysis, Financial Analysis, Derivatives, Investment Banking, Equities
Education
California State Polytechnic University-Pomona
Bachelor of Science (B.S.), Computer and Information Sciences, General
Wells Fargo Bank, N.A. April 2000 - Present
Wells Fargo Bank, N.A. 2000 - Present
Deutsche Bank 1997 - 2000
Bankers Trust 1997 - 2000
Education
California State University-Long Beach - College of Business Administration 1990 — 1993
Freedom Mortgage Corporation November 2014 - Present
Patriarch Partners LLC September 2009 - July 2013
MBIA September 2001 - June 2009
MBIA UK Insurance Ltd. February 2008 - February 2009
Deutsche Bank August 1992 - September 2001
Deutsche Bank Securities 1992 - 2001
Skills
Structured Finance, Portfolio Management, Capital Markets, Investment Banking, Fixed Income, Due Diligence, Securitization, Project Finance, Financial Modeling, Corporate Finance
Education
Georgetown University 1990 — 1992
M.S., Int'l Finance and German Language
Middlebury Institute of International Studies at Monterey 1983 — 1985
BA, Int'l Economics and Russian Language
California State University, Fresno 1981 — 1983
General Education
Aldermore Bank PLC January 2013 - December 2014
Young Life August 2010 - August 2012
Richmond Holidays December 2008 - February 2009
Deutsche Bank September 2007 - August 2008
Mountbatten Institute 2007 - 2008
Aflac 2007 - 2007
Skills
Management, Fundraising, Nonprofits, Leadership, Public Speaking, Leadership Development, Relationship Management, Non-profits, Social Media, Team Building, Coaching, Community Outreach, Credit, Microsoft Excel, Research, PowerPoint
Education
Calvin College 2003 — 2007
Bachelor's Degree, Psychology and Business
Interstate Advisors January 2009 - Present
Quality Home Loans August 2006 - November 2007
Encore Credit Corp March 2004 - August 2006
ABN AMRO June 2001 - March 2004
Deutsche Bank April 1998 - June 2001
Bankers Trust March 1996 - April 1998
Resolution Trust Corp January 1994 - December 1995
Skills
Portfolio Management, Loans, Real Estate, Investments, Financial Analysis, Risk Management, Capital Markets, Financial Modeling
Education
Chapman University
Master of Business Administration (MBA)
California State University-Fullerton
Bachelor of Arts (B.A.)
Wells Fargo Securities June 2015 - Present
Guggenheim Partners September 2009 - June 2015
Deutsche Bank June 2008 - September 2008
Skills
Fixed Income, Trading, Economics, Bloomberg, Risk Management, Financial Modeling, Structured Products, Fixed Asset Management, Portfolio Management, Alternative Investments, Capital Markets
Education
California Institute of Technology 2005 — 2009
Bachelor of Science (B.S.), Biology, Business Economics & Management
University College London, U. of London 2008 — 2008
Study Abroad, Biochemistry
Street Solutions Inc. April 2011 - Present
Deutsche Bank June 2006 - April 2011
Nomura Securities 2004 - 2006
Morgan Stanley 2000 - 2004
Aames 1996 - 2000
Skills
Fixed Income, Capital Markets, Securitization, Operational Risk, Collateral Management, Loans, Back Office, MBS, Equities, Investment Banking, Structured Products, Hedge Funds, Middle Office, Trading, Bloomberg, Asset Management, Credit Derivatives
Education
California State University-Northridge
BA
Manatt, Phelps & Phillips, LLP 2003 - Present
Professional Legal Trainers Group January 2012 - December 2012
Deutsche Bank 1999 - 2001
Bankers Trust 1993 - 1999
Skills
Hands-on Training, Litigation Support, Knowledge Management, Document Management, Instructional Design
Education
California Institute of the Arts 1988 — 1991
MFA
University of Virginia 1978 — 1982
BA
West Morris Mendham High School
Deutsche Bank April 2010 - Present
Deutsche Bank January 2000 - March 2010
Bankers Trust August 1993 - December 1999
Skills
Derivatives, FX Options, Fixed Income, Investment Banking, Capital Markets, Cash Management, Banking, Financial Services, Risk Management, Portfolio Management, Financial Risk, Financial Institutions, Relationship Management, Commercial Banking, Credit Risk
Education
California State University-Long Beach
Bachelor of Science (BS), Business Administration / Marketing
MUFG Union Bank January 2013 - Present
Deutsche Bank September 2007 - January 2013
BNY-Mellon September 2006 - August 2007
JPMorganChase September 2005 - August 2006
Union Bank April 1997 - August 2005
Bank of America 1992 - 1997
Skills
DTC, Local Government, Mutual Funds, Municipal Law, State Government, Trusts, Trustee, Bonds, Debt Management, Microsoft Office, Lotus Notes, Team Leadership, Client Relationship..., Client Services, Customer Presentations, Training & Development, SEC reporting, Public Finance, Government Contracts, Transportation, Sales Tax, Cash Flow Management, Cash Management, Private Placements, Program Management, Financial Services, Project Finance, Structured Finance, Financial Structuring
Education
California State University-Long Beach - College of Business Administration 1987 — 1990
Bachelor of Science (B.S.), Finance and Financial Management Services
D+H December 2013 - Present
FDIC January 2011 - December 2013
Deutsche Bank 2010 - 2011
CIT Group 2000 - 2009
Bancorp Group 1999 - 2000
Bank of America Leasing Corporation 1998 - 1999
Wells Fargo Financial Leasing 1990 - 1998
Skills
Microsoft Excel, Risk Management, Process Improvement, Credit, Management, Analysis, Financial Analysis, Strategy, Credit Analysis, Project Management, Business Analysis, New Business Development, Portfolio Management, Financial Modeling, Banking, Leadership, Due Diligence, Strategic Planning, Team Management, Account Management, Finance, Loans, Financial Risk, Credit Risk, Financial Services, Commercial Banking
Education
Calvin College
Calvin College
University of Northern Iowa
B.A., Economics, Political Science
Barclays July 2010 - Present
MD Sass June 2005 - August 2006
Pines Lake School September 2004 - June 2005
Bear Stearns Asset Management 2002 - 2003
Deutsche Bank October 2001 - June 2002
Provident Professional Services September 1998 - April 2001
Bear Stearns July 1997 - December 1998
Morgan Stanley February 1982 - May 1997
Hall Dickler Lawler Kent & Howley 1980 - 1982
Skills
Capital Markets, Private Equity, Hedge Funds, Derivatives, Equities, Fixed Income, Financial Services, Mergers & Acquisitions, Structured Finance, Bonds, Asset Management, Trading, Investment Banking, Prime Brokerage, Mergers, Venture Capital
Education
Caldwell College 2004 — 2007
NJ State Teaching Certification, Education
Fairleigh Dickinson University 1984 — 1986
MBA -Executives Masters Program, Business
Fairleigh Dickinson University 1974 — 1978
BA, Political Science
QS Investors, A Legg Mason Affiliate August 2010 - Present
Deutsche Asset Management January 2006 - July 2010
Deutsche Bank 1999 - July 2010
BGI 1994 - 1999
First Quadrant 1990 - 1994
Skills
Alternative Investments, Hedge Funds, Asset Managment, Equities, Investments, Fixed Income, Emerging Markets, Portfolio Management, Trading, Asset Allocation, Derivatives, Bloomberg, Private Equity, Quantitative Analytics, Capital Markets, Mutual Funds, Commodity, Investment Management, Investment Strategies
Education
University of California, Irvine 1985 — 1989
PhD, Social Science
Caltech 1981 — 1984
MS, Social Science
Northeastern University 1976 — 1980
BS, Economics
Deutsche Bank December 2003 - Present
Pacific Die Casting July 2003 - December 2003
Skills
Fixed Income
Education
California State University-Long Beach - College of Business Administration 1998 — 2003
Finance and Marketing, Business Administration
Gordon Food Service February 2014 - Present
Gordon Food Service March 2012 - January 2014
Gordon Food Service December 2009 - March 2012
Deutsche Bank March 2008 - March 2009
Education
Calvin College
BA, Business
Mountbatten Institute
Certificate, International Business Practice
Emobility Solutions March 2014 - Present
Hungarian Electromobility Association April 2014 - Present
AOS Networking (management consulting) 2004 - Present
United Publishers International (Partner of Morris Visitor Publications) 2008 - 2009
Sanoma 1999 - 2004
Deutsche Bank 1998 - 1998
ING 1996 - 1997
Skills
Strategy, Management Consulting, Business Development, Management
Education
Hogeschool Brabant 1998 — 1999
BA, Second Degree in Management
California State University-Northridge 1997 — 1997
Scholorship, International Marketing
Budapest Business School 1994 — 1997
BA, International Marketing
Berzsenyi Dániel Gimnázium
Arbor Road Church May 2015 - Present
Ocwen Financial Corporation December 2012 - May 2015
Ally Financial Inc. October 2005 - December 2012
Deutsche Bank August 2002 - September 2005
Skills
Credit, Risk Management, Financial Modeling
Education
California State University-Long Beach - College of Business Administration 1996 — 2002
BS, Business
American Express April 1996 - Present
8333 Gardens Corp 2008 - 2012
Open Window Consulting Inc. April 1993 - October 2009
Deutsche Bank 1993 - 1996
Microsoft 1992 - 1993
Colgate Palmolive 1992 - 1992
Oracle 1990 - 1992
Chase 1985 - 1990
Skills
Performance Tuning, Project Management, Integration, Cloud Computing, Program Management, Portfolio Management, Sales, SDLC, Agile Methodologies, Microsoft SQL Server, Business Analysis, SharePoint, Requirements Analysis, Websphere, Consulting, Team Leadership, Sybase, Data Warehousing, Re-engineering, Solution Architecture, Data Architecture, Data Integration, System Architecture, Technical Architecture, Infrastructure, Enterprise Software, Unix, DB2, Databases, Financial Services, IT Strategy, Enterprise Architecture
Education
Neighborhood Playhouse School of the Theater 1977 — 1978
None, Acting
California State University-East Bay 1974 — 1977
BA, Theater
Marina High School
California State University, Chancellor's Office January 2008 - Present
California State University, Chancellor's Office April 2007 - January 2008
Fremont Investment & Loan 2005 - 2006
AMC Mortgage, LLC 2004 - 2005
LaSalle Bank 2003 - 2004
LaSalle Bank 2001 - 2003
LaSalle Bank 1998 - 2001
Deutsche Bank 1996 - 1998
Skills
Analysis, Banking, Portfolio Management, Financial Modeling, Financial Analysis, PeopleSoft, Financial Reporting, Microsoft Excel, Access, Project Management, Business Analysis, Loans, Visio, Internal Audit, Customer Service, Policy
Education
California State University-Long Beach 2007 — 2012
Master's of Public Administration, Finance
University of California, Irvine 1992 — 1995
Bachelor of Arts, Political Science
University of California, Irvine 1992 — 1995
Bachelor of Arts, Social Ecology
Morgan Stanley July 2015 - Present
Deutsche Bank August 2011 - July 2015
Credit Suisse January 2007 - July 2011
Morgan Stanley 2003 - 2004
Education
Canisius College
US Air Force Academy May 2010 - June 2014
Morgan Stanley Smith Barney August 2007 - February 2010
University of Notre Dame April 2003 - June 2007
Deutsche Bank August 1999 - March 2003
Education
University of California, Berkeley 1999 — 2001
MA, Education
Cal Poly San Luis Obispo 1996 — 1997
BA, History
Jeannette K. Watson Fellowship 2011 - Present
Deutsche Bank 2006 - 2008
Skillset 2005 - 2006
Arts & Business 2002 - 2005
Education
The Open University
BSc
Capilano University
Dk Express May 2015 - Present
Gress Income Tax January 2015 - Present
Coast Asset Management July 2014 - March 2015
Deutsche Bank July 2011 - April 2014
Deustche Bank February 2006 - July 2011
Skills
Equities, Bloomberg, Fixed Income, Capital Markets
Education
California State University-Long Beach 2001 — 2005
Bachelor's Degree, Business/Managerial Economics
Deutsche Bank February 2015 - August 2015
JP Morgan Chase Bank N.A. March 2011 - February 2015
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2002 — 2007
Business Adminstration, Finance, Marketing
Deutsche Bank November 2006 - Present
Trans Union December 2005 - November 2006
Accounting Temporary Staffing March 2005 - December 2005
Music Now LLC January 2003 - March 2005
Various Temporary Assignments January 2002 - January 2003
Cassiday, Schade & Gloor June 2000 - January 2002
Accenture May 1997 - June 2000
Skills
Account Reconciliation, Financial Reporting, General Ledger, Accounting, Finance, Payroll, Financial Statements, PeopleSoft, Analysis, Invoicing, Internal Audit, Cash Management, Management, Human Resources, Consolidation, Concur, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Access, International Accounting, Sales Compensation, 1099 Preparation, Partnership Accounting, 401k, Not for Profit, Financial Modeling
Education
Calumet College of Saint Josephs 1994 — 1996
BS, Business Administration and Management, General
Calumet College of Saint Joseph 1980 — 1985
Bachelor of Science (B.S.), Accounting
Russ Reid Company November 2009 - January 2013
Housing Capital Company February 2000 - March 2005
Deutsche Bank July 1998 - January 2000
Skills
Employee Relations, Human Resources, Interviews, Talent Acquisition, Organizational..., Employee Training, Training, Social Networking, Leadership, Nonprofits, PowerPoint, Management, Microsoft Excel, Time Management, Event Management, Accounting, Payroll, Accounts Payable, ADP Payroll, Financial Accounting, Mortgage Banking, Account Reconciliation, Accounts Receivable, Budget Forecasts
Education
California State University-Fullerton
Accounting
University of California, Irvine
BA, Social Sciences
Acumen LLC August 2013 - Present
Deutsche Bank May 2012 - August 2013
Goldman Sachs July 2011 - December 2011
RBC Capital Markets November 2010 - May 2011
Education
California Institute of Technology
Bachelor's Degree, Applied Computational Mathematics, Business Economics and Management
Deutsche Bank November 2014 - Present
First Citizens Bank December 2012 - July 2014
Dex One April 2012 - December 2012
Dex One July 2011 - April 2012
Dex One (R.H. Donnelley) September 1997 - December 2010
Dex One February 2008 - January 2009
Skills
Requirements Analysis, Vendor Management, Strategic Planning, Project Management, Enterprise Architecture, Management, Analysis, Business Analysis, Strategy, Leadership, Process Improvement, Business Process..., SDLC, Team Leadership, Change Management, Visio, Product Management
Education
California University of Pennsylvania 1985 — 1988
BS, Management and Computer Science
Ocwen Financial Corporation July 2003 - Present
Ocwen Financial Corporation July 2003 - Present
Deutsche Bank July 2000 - July 2003
First Interstate Bank July 1978 - July 1992
Skills
SAP, Credit Analysis, Loans, Intex, Microsoft Office, SQL, Supervisory Skills, quick, Oracle, Intex Desktop, Analytics, General Ledger, Wall Street Analytics, Problem Solving, Financial Modeling, VBA
Education
California State Polytechnic University-Pomona
Deutsche Bank July 2013 - Present
College Works Painting September 2012 - September 2013
Deutsche Bank August 2011 - September 2012
College Works Painting February 2010 - September 2010
Electrolux December 2008 - January 2009
Al Alamiya December 2007 - January 2008
Skills
Business Development, Business Strategy, Marketing Strategy, Strategic Planning, Team Building, Management Consulting, Microsoft Office, Strategy, Budgets, New Business Development, Customer Service, Marketing, Market Research, Sales, Customer Satisfaction, Business Planning, Leadership, Sales Management
Education
Nottingham Business School 2008 — 2011
Hons, International Business
California State University-Long Beach 2009 — 2010
Bachelor of Arts, International Business
Deutsche Bank April 2007 - Present
Bellflower High School November 2005 - April 2007
Deutsche Bank September 1998 - September 2002
Education
California State University-Long Beach 2002 — 2005
Bachelor of Science (B.S.), Mathematics Teacher Education
UC Berkeley 1996 — 1997
Bachelor of Arts (B.A.), Economics
Deutsche Bank September 2013 - Present
ABN AMRO Bank N.V. December 2012 - August 2013
BNP Paribas February 2006 - December 2012
Skills
Banking, Corporate Finance, Trade Finance, Cash Management, Payments, Operational Risk, SWIFT payments, Operational Risk..., Syndications, Trading, SWIFT Payments, Commodity, Credit
Education
City University of Seattle 1996 — 1998
Master of Business Administration (MBA), Marketing
Cairo University 1988 — 1992
Bachelor's degree, Economics & political science
College du Sacre-Coeur
High School
State Street Alternative Investment Solutions August 2012 - Present
Deutsche Bank September 2007 - July 2012
Horsburgh & Co. 2006 - 2007
Skills
Real Estate Private..., client operations, Fund Of Funds, Team Management, Training, Manage Client..., Maintaining Strong..., Analysis, Accounting, Auditing, Administration, Asset Management, Financial Analysis, Financial Reporting, Financial Services, Financial Statements, IFRS, Internal Audit, Management, Mutual Funds, Private Equity
Education
Sacred Heart University 1997 — 1999
Master of Business Administration (MBA), cross cultural communications
Canisius College 1993 — 1994
Master of Science (M.S.), Education
San Francisco State University May 2015 - Present
Deutsche Bank March 2015 - April 2015
HTS inc. June 2014 - January 2015
Bank of America March 2014 - April 2014
Prudential Real Estate January 2013 - March 2014
Skills
Real Estate, Short Sales, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Research, Outlook, Teamwork, Project Management
Education
California State University-East Bay 2012 — 2014
Bachelor of Science (B.S.), Business Administration, Concentration in Accounting & Corporate Management