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
Wells Fargo Advisors November 2012 - Present
Morgan Stanley Smith Barney August 2010 - December 2012
Deutsche Bank May 2008 - August 2010
RBC Wealth Management August 2006 - May 2008
Prudential Financial August 2003 - August 2006
Education
University of California, Riverside 1999 — 2003
Bachelor of Science, Business Administration
J.P. Morgan August 2014 - Present
Deutsche Bank August 2012 - Present
Education
University of California, Berkeley 1988 — 1991
BA
Ares Management November 2014 - Present
Deutsche Bank August 2013 - October 2014
Deutsche Bank April 2006 - July 2013
Deutsche Bank July 2005 - March 2006
Merrill Lynch February 2004 - May 2005
Skills
Financial Modeling, Valuation, Fixed Income, Equities, Investment Banking, Financial Analysis, Derivatives, Bloomberg, Capital Markets, Structured Products, Hedge Funds, Equity Derivatives, Financial Markets, FX Options, Corporate Finance, Portfolio Management, Bonds, Investments, ABS, CDO
Education
University of California, Irvine 2002 — 2005
BA, Economics
Rabobank May 2015 - August 2015
Deutsche Bank April 2015 - May 2015
The Daily Californian February 2014 - May 2015
Morgan Joseph TriArtisan LLC September 2014 - October 2014
Cooperative Center FCU April 2014 - August 2014
Caliber Magazine September 2013 - December 2013
Skills
Leadership, Fundraising, Microsoft Office, Microsoft Excel, Finance, Analysis, Sales, PowerPoint, Financial Analysis, Data Analysis, Investment Banking, Capital IQ, Event Planning, Stock Picking, Marketing, QuickBooks, Photoshop, HTML, Social Media
Education
University of California, Berkeley, Haas School of Business 2013 — 2017
Bachelor of Science (B.S.), Business Administration
Deutsche Bank December 2014 - Present
Berkeley Chinese Students and Scholars Association May 2014 - Present
California Actuarial League May 2014 - Present
Internal Revenue Service March 2014 - Present
Spring Foundation January 2014 - Present
EnTrust Securities Co., Limited May 2014 - June 2014
Asian Business Association January 2014 - May 2014
California Actuarial League December 2013 - May 2014
Berkeley Chinese Students and Scholars Association August 2013 - May 2014
China Central Television November 2013 - January 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Photoshop, Research, Customer Service, Statistics, InDesign, Marketing, Event Photography, Project Management, Teamwork, Social Media, Event Planning
Education
University of California, Berkeley 2013 — 2017
Statistics and Economics
Stuart Hall School 2010 — 2013
High School, Salutatorian
Deutsche Bank August 2014 - Present
Berkeley Finance Club August 2012 - December 2013
Deutsche Bank June 2013 - August 2013
Cal Equestrian Team August 2012 - January 2013
Skills
Business Strategy, Corporate Finance, Investment Banking, Leadership, Public Speaking, Research, Management Consulting, Analysis, Microsoft Word, Finance
Education
University of California, Berkeley 2009 — 2013
Bachelor's degree, Economics, German Literature
First Republic Bank November 2012 - Present
Independent February 2012 - November 2012
Advent Software September 2008 - February 2012
Deutsche Bank February 2007 - August 2008
Skills
Data Visualization, Web Development, SQL, .NET, Android, HTML, CSS, PHP, Axys, Advent APX, Advent Moxy, Advent Axys, Advent Revenue Center, Linux, Windows Server, Java, Node.js
Education
University of California, Berkeley 2009 — 2009
Post-Baccalaureate Coursework, Database Design and Administration
University of California, San Diego 2007 — 2008
Post-Baccalaureate Coursework, Finance, Accounting
University of Colorado Boulder 2003 — 2006
BA, Economics
Deutsche Bank September 2013 - Present
Andreessen Horowitz March 2012 - December 2012
Houlihan Lokey May 2012 - August 2012
Cisco Systems January 2011 - December 2011
Atelier Advisors May 2011 - August 2011
Providence Health & Services May 2010 - August 2010
Skills
Mergers & Acquisitions, Financial Modeling, Valuation, Finance, Investment Banking
Education
Haas School of Business, UC Berkeley 2009 — 2013
B.S., Business Administration
Pacific Life Insurance Company November 2001 - Present
Deutsche Bank November 1996 - November 2001
Skills
Financial Modeling, Portfolio Management, Risk Management, Analytics, CMBS, Structured Finance, Securitization, Valuation, Securities, MBS, Asset Management, Capital Markets, Bloomberg, Real Estate Economics, Investment Management, Investment Banking, Investments, Fixed Income, Bonds, Due Diligence, Equities, Private Equity, Financial Services, Financial Structuring, Financial Analysis, Mutual Funds, Series 7
Education
University of California, Los Angeles 1981 — 1984
Bachelor of Arts (BA), Economics
Microsoft February 2014 - April 2014
University of Michigan Ross School of Business 2012 - 2014
MK Capital 2013 - 2013
MD3 Medical Device Consulting 2011 - 2012
Karl Storz Endoscopy 2008 - 2011
BSH 2006 - 2008
LuxuryMods 2005 - 2006
Deutsche Bank 2003 - 2005
Skills
Strategy, Start-ups, Analysis, Sales Management, SAP, Sales, Competitive Analysis, Forecasting, Financial Analysis, Cross-functional Team..., Business Strategy, Product Management, Process Improvement, Product Marketing, Market Research, Marketing Strategy, Market Analysis, Strategic Planning, Product Development, Project Management, Sales Operations, Team Building, Pricing, Product Launch, Business Development, Marketing, Management, New Business Development, Leadership, P&L Management, Analytics, Medical Devices, Pricing Strategy, International Business, Business Planning, Finance, Strategic Partnerships, Financial Modeling, Integration, Management Consulting, Entrepreneurship, Valuation, CRM, Marketing Management, Corporate Finance, Private Equity, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Strategy
University of California, Irvine 2009 — 2009
Green Belt, Six Sigma Lean
University of California, Riverside 1999 — 2003
BS, Business Administration - Finance and Management
Deutsche Bank January 2015 - Present
Deutsche Bank August 2013 - January 2015
Deutsche Bank June 2012 - August 2012
Virginia Tech August 2009 - May 2012
Virginia Tech Dining Services January 2010 - August 2010
Skills
Java, C++, Testing, Labview, Databases, Unix, Eclipse, Android, Maven2, TeamCity, GWT, RTC, Agile Application..., Banking Technologies, Solace Messaging, Spring Framework
Education
University of California, Berkeley 2015 — 2017
Master of Information and Data Science
Virginia Polytechnic Institute and State University 2009 — 2013
Bachelor of Science
The Doon School 2003 — 2009
ISC
Deutsche Bank July 2015 - Present
J.P. Morgan June 2014 - August 2014
Aon Hewitt June 2013 - August 2013
FMV Opinions, Inc. January 2013 - May 2013
Merrill Lynch May 2012 - August 2012
Cerritos Eye Medical Center June 2009 - August 2011
Skills
PowerPoint, Microsoft Excel, Financial Modeling, Financial Analysis, Capital IQ, Benefits Administration, Korean, Spanish, Corporate Finance, Finance, Valuation, Data Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2015
B.S., Business Administration
Northwood High School 2007 — 2011
Deutsche Bank September 2008 - 2014
Deutsche Bank July 2006 - September 2008
Deutsche Bank June 2005 - August 2005
Ernst & Young Corporate Finance June 2004 - August 2004
Skills
Derivatives, Structured Products, Capital Markets, Syndications, Financial Institutions, Fixed Income, Structured Finance, Financial Structuring, Hedging, Credit Risk, Credit, Russian, Alternative Investments, Emerging Markets, International Sales, Corporate Treasury, German, French, Spanish, Private Equity, Financial Modeling, Valuation, Finance, Corporate Finance
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Investment Management, Private Equity
Wharton School, University of Pennsylvania 2002 — 2006
Bachelor of Science (BS), Finance, Magna Cum Lauda
Branford High School 1998 — 2002
Landfermann Gymnasium 1995 — 1998
Deutsche Bank August 2015 - Present
CodePort February 2014 - Present
Deutsche Bank June 2015 - August 2015
Structure LLC September 2014 - June 2015
Facebook July 2014 - September 2014
Breakaway Capital April 2014 - July 2014
Charity Brands Consulting February 2014 - April 2014
Merrill Lynch August 2013 - November 2013
PennyPop July 2013 - September 2013
Daily Bruin January 2013 - September 2013
Skills
Financial Modeling, Valuation, Social Media, Marketing Strategy, Web Development, Public Speaking, Business Development, Investments, Mergers & Acquisitions
Education
University of California, Los Angeles 2012 — 2016
Bachelor's degree, Business/Managerial Economics
Deutsche Bank February 2013 - Present
John Thomas Financial September 2011 - January 2013
New York City Department of Education September 2008 - August 2011
Skills
Client Correspondence, Data Maintenance, Administrative..., Opening New Accounts, Communication Skills, Account Maintenance, Documentations, Quantitative, Organizational..., Analytical Skills, Applied Mathematics, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, ThomsonOne, Classroom Management, Curriculum Development, Differentiated..., Educational Leadership, Data Analysis
Education
Saint John's University 2008 — 2010
Master of Science (M.S.), Secondary Education, Mathematics 7-12
UCLA 2004 — 2008
Bachelor of Science (B.S.), Applied Mathematics
UCLA 2004 — 2008
Minor, Accounting
University of California, Berkeley, Haas School of Business August 2014 - Present
Greenhill & Co. June 2015 - August 2015
Deutsche Bank February 2014 - June 2014
Deutsche Bank September 2010 - January 2014
New Trier Partners January 2010 - October 2010
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (MBA) - Candidate
University of Michigan 2005 — 2009
Bachelor of Science (B.S.), Economics
Goldman Sachs September 2015 - Present
Tilt.com February 2015 - Present
University of California, Berkeley, Haas School of Business January 2015 - Present
Deutsche Bank June 2015 - August 2015
The Riverside Company August 2014 - December 2014
Chegg Inc. July 2014 - September 2014
Moody's Corporation June 2014 - August 2014
Globalink Securities Inc May 2013 - August 2014
The Daily Californian September 2012 - May 2013
Skills
HTML, PowerPoint, Microsoft Excel, Research, Microsoft Office, Data Analysis, Public Speaking, Social Media, Event Planning, Photoshop, Social Networking, Economics, Microsoft Word, Teamwork, Leadership
Education
UC Berkeley 2012 — 2016
Bachelor of Arts (B.A.), Economics
Walnut High School 2008 — 2012
International Baccalaureate Diploma Recipient
Independent January 2015 - Present
Independent March 2015 - Present
Deutsche Bank July 2012 - March 2015
FPS Productions- UCLA May 2011 - May 2012
Model United Nations at UCLA May 2010 - April 2012
GoDigital Media Group March 2011 - September 2011
NY State Governor's Office for Motion Picture and Film June 2009 - August 2010
Office of NY State Senator Jeff Klein June 2006 - January 2007
Skills
Leadership, Final Cut Pro, Microsoft Office, Marketing, Politics, Fundraising, Film Production, History, Producing, Public Speaking, Model United Nations, Premiere, Photoshop, Lightroom, Compressor, Microsoft Excel
Education
University of California, Los Angeles 2008 — 2012
BA, Economics, History
Bronxville High School '08 2004 — 2008
Deutsche Bank March 2013 - Present
Property Sciences July 2010 - February 2013
Skills
Online Advertising, Microsoft Office, Microsoft Excel, Customer Service, Real Estate, Event Planning, Market Research, PowerPoint, Real Estate Economics, Leadership, Marketing, Sales
Education
UC Davis 2006 — 2010
Bachelor of Arts (B.A.), Economics and Communications, Minor in Chinese
Deutsche Bank July 2014 - Present
Deustche Bank June 2013 - August 2013
MergerTech Advisors May 2012 - August 2012
Bank of China June 2011 - July 2011
Skills
Capital IQ, Financial Modeling, Valuation, Corporate Finance, Investment Banking, Commercial Banking, Economics
Education
University of California, Berkeley 2010 — 2013
Hwa Chong Institution 2008 — 2009
Deutsche Bank July 2013 - Present
UBS Investment Bank June 2012 - August 2012
University of California: Men's Golf August 2008 - June 2012
Violich Capital Management October 2011 - February 2012
Skills
Financial Modeling, Market Research, Sales, Valuation, Investment Banking, Finance, DCF, Bloomberg, Financial Analysis, Corporate Finance, Microsoft Excel, PowerPoint, Capital IQ, Research, Economics, Bloomberg Terminal, Business Strategy, Microsoft Office, Banking, Microsoft Word
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2013
Bachelor of Science, Business Administration, Finance
Phillips Exeter Academy 2006 — 2008
Physics, Mathematics, French
Deutsche Bank June 2014 - August 2014
Roland Berger Strategy Consultants January 2014 - January 2014
Meritco Services June 2013 - August 2013
Haas School of Business January 2013 - May 2013
Berkeley China Forum April 2012 - April 2013
Skills
Data Analysis, Research, Microsoft Excel, Public Speaking, Capital Markets, Equities, Financial Modeling, Economic Research, Management Consulting, Market Research, Economics, Public Relations, Marketing Strategy, Hedge Funds, PowerPoint, Python, Bloomberg Terminal, R
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2015
B.Sc. in Business Administration, B.A. in Statistics
Training the Street 2014 — 2015
St. Johnsbury Academy 2007 — 2011
High School
Deutsche Bank May 2012 - Present
Credit Suisse January 2007 - May 2012
Skills
Private Equity, Credit Derivatives, Valuation, Structured Products, Investments, Financial Modeling
Education
University of California, Davis
Bachelor of Science, Managerial Economics, Communication
Workday August 2015 - Present
Workday September 2013 - July 2015
SAP (China) January 2012 - August 2013
SAP (Brazil) March 2010 - December 2011
SAP (USA) August 2007 - March 2010
A.T. Kearney April 2006 - June 2006
Deutsche Bank February 2005 - June 2005
Bank of America June 2002 - June 2004
Résoltech SARL February 2001 - April 2001
Skills
Strategic Planning, Sales Management, Financial Modeling, Emerging Markets, Foreign Languages, Leadership, Mergers & Acquisitions, Business Strategy, Management, Project Management, Finance, Product Management, Business Intelligence, Go-to-market Strategy, CRM, Enterprise Software, Strategy, Consulting
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2007
MBA, Business Administration
University of Michigan 1998 — 2002
BA, Economics & Political Science
New Trier Township High School 1994 — 1998
High School
Deutsche Bank Private Wealth Management 2006 - Present
Deutsche Bank 2006 - Present
Banc of America 2000 - 2006
Wells Fargo Advisors 1990 - 2000
Skills
Investments, Asset Management, Alternative Investments, Hedge Funds, Private Equity, Lending
Education
UCLA
Bacherlor of Science, Math and Economics
USC Marshall School of Business
Master of Business Administration (MBA), Finan
Deutsche Bank November 1997 - Present
Chase Manhattan Bank October 1994 - November 1997
Gateway Asia (Taiwan) Ltd. May 1990 - July 1992
Skills
IT Strategy, IT Management, IT Outsourcing, Application Development, Custody, Global Custody, SDLC, Corporate Actions, Financial Markets, Corporate Trust, Trust Services, Global Management, Program Management, International Project..., Business Analysis, Project Management, Vendor Management
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Major GPA 3.9
University of California, Los Angeles 1986 — 1990
BS, Economics, College Honors
Deutsche Bank March 2012 - Present
Computershare June 2010 - February 2012
JP Morgan December 2007 - June 2010
Skills
Escrow, Mergers & Acquisitions, Equities
Education
University of California, Irvine 2003 — 2007
Bachelor(s) of Arts, Economics, Political Science
Deutsche Bank November 2013 - Present
Pacific Life September 2012 - November 2013
Apria Healthcare October 2010 - August 2012
Skills
Billing, Auditing, Accounting, Accounts Receivable, Series 6, Fixed Annuities, V Lookups, Excel models, Pivot Tables, GAAP, Variable Annuities, Invoicing, Finance, Financial Analysis, Bloomberg Terminal, Lotus Notes
Education
California State University-Dominguez Hills 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of California, Irvine
B.A, Comparative Literature
University of California, Irvine
BA, English
Salesforce February 2015 - Present
Salesforce.com August 2010 - January 2015
Deutsche Bank May 2004 - July 2010
Lehman Brothers March 2001 - May 2004
PaineWebber (aquired by UBS) May 1999 - November 2000
Skills
Salesforce.com, Sales Management, CRM, Investments, Financial Services, Equities, Finance, Business Planning, Business Development, SaaS, Program Management, Marketing, Financial Modeling, Negotiation, Training, Analytics, Cold Calling, Financial Analysis, Contract Negotiation, Sales Presentations, Coaching
Education
University of California, Berkeley, Haas School of Business 2008 — 2011
MBA
University of California, San Diego 1994 — 1998
Unreasonable Institute June 2014 - Present
Independent consultant April 2014 - Present
True2o 2012 - Present
UpEnergy November 2010 - April 2014
Haas School of Business 2008 - 2010
Refill Revolution 2008 - 2010
Imagine H2O May 2009 - September 2009
Deutsche Bank November 2006 - June 2008
UBS January 2003 - May 2006
Skills
Financial Modeling, Emerging Markets, Strategy, Microfinance, Social Entrepreneurship, Start-ups, Business Strategy, Valuation, Financial Analysis, Business Development, Entrepreneurship, Strategic Planning, Program Management, Due Diligence, Business Planning, Consulting, Fundraising
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2010
MBA
University of California, Los Angeles
BA, International Economics
Stryker March 2014 - Present
SurgiCount Medical March 2013 - March 2014
BlueCava January 2011 - March 2013
Clean Energy Fuels Corp May 2009 - January 2011
QuickStart Intelligence 2010 - 2010
Deutsche Bank February 2008 - January 2009
Deutsche Bank October 2003 - February 2008
Fox Racing June 2003 - September 2003
Pacific Health Care May 2003 - May 2003
Toyota Motor Sales January 2003 - April 2003
Skills
Data Warehousing, ETL, Databases, Microsoft SQL Server, Business Intelligence, SSRS, SSIS, Database Design, Oracle, Data Modeling, SQL, PL/SQL, Data Migration, Web Applications, Solaris, Business Objects, Unix, Integration, Data Integration, Sybase, Shell Scripting, Enterprise Software, Java, Data Analysis, T-SQL, Enterprise Architecture, Team Leadership, Project Management, Cross-functional Team..., Requirements Analysis, Strategic Planning, Customer Satisfaction, Mobile Product..., Cloud Computing, Financial Reporting, Reporting Systems, Unix Shell Scripting, Stored Procedures, Crystal Reports, Relational Databases, Communication Skills, Inspiring People, User Interface Design, Mediation, Customer Insight, Mobile Interface Design, Ad Hoc Reporting, Executive Reporting, Performance Tuning, .NET
Education
University of California, Berkeley 1987 — 1991
B.S., Electrical Engineering & Computer Science
Pinole Valley High 1983 — 1987
High school diploma
Providence Equity- Benefit Street Partners December 2014 - Present
Lydian Realty, LLC September 2012 - Present
Deutsche Bank May 1999 - June 2008
First Union Securities/Wachovia 1995 - 1998
Citicorp Securities, Inc. December 1992 - June 1995
Bear Stearns & Co. June 1990 - December 1992
Skills
Valuation, Structured Finance, Due Diligence, Real Estate Economics, Investment Properties, Loan Origination, Brokerage, CMBS, Leases, Commercial Real Estate
Education
University of Michigan 1981 — 1985
BA
University of California, Irvine
Yodle May 2014 - Present
Dell October 2012 - February 2014
Dell February 2011 - September 2012
Dell August 2009 - January 2011
Dell April 2008 - August 2009
Dell October 2006 - April 2008
Dell August 2004 - September 2006
Citi February 2004 - August 2004
Deutsche Bank May 2001 - January 2004
Applied Materials 1996 - 2001
Skills
Direct Marketing, Marketing, Product Marketing, Go-to-market Strategy, Demand Generation, Product Management, Cross-functional Team..., Competitive Analysis, Multi-channel Marketing, Strategy, Marketing Strategy, Analytics, Product Launch, Sales Enablement, Lead Generation, Business Development, Strategic Partnerships, CRM, Segmentation, Marketing Management, Program Management, Marketing Communications, Online Marketing, Merchandise Planning, Start-ups, Media Planning, Merchandising, Advertising, Business Analysis, B2B Marketing, B2B Marketing Strategy, Social Media Marketing, P&L Management, Brand Management
Education
University of California, Berkeley - Walter A. Haas School of Business 1994 — 1996
Master of Business Administration (MBA)
University of Colorado Boulder 1986 — 1990
BS
Deutsche Bank July 2014 - Present
Miramax September 2013 - December 2013
Credit Suisse June 2013 - August 2013
Imperial Capital Bank January 2013 - June 2013
Undergraduate Business Society September 2012 - June 2013
Salem Partners LLC December 2011 - April 2012
Skills
Investments, Financial Analysis, Financial Modeling, Valuation, LBO, Microsoft Office, Investment Banking, Real Estate, Real Estate Transactions, Corporate Finance, Business Development, Finance, Private Equity, Bloomberg, Due Diligence, Strategy, PowerPoint
Education
UCLA 2010 — 2014
Bachelor of Arts (B.A.), Business/Managerial Economics
Fresh & Easy May 2014 - Present
Liberty Tax Service December 2011 - June 2014
Capital Group May 2013 - May 2014
Fresh & Easy February 2013 - May 2013
Deutsche Bank January 2010 - August 2012
The Ayco Company, L.P., a Goldman Sachs Company 2006 - 2007
Wells Fargo 2005 - 2006
Skills
Finance, Financial Analysis, Strategic Financial..., General Ledger, Tax, Account Reconciliation, Financial Accounting, Investments, Forecasting, Financial Modeling, Financial Reporting, QuickBooks, Budgets, Asset Management, Banking, Auditing, Management, Accounting
Education
University of La Verne 2009 — 2011
Master of Business Administration (MBA), Marketing
University of California, Riverside 2002 — 2005
Bachelor of Science (B.S.), Accounting and Business/Management
Tradewinds Global Investors April 2010 - Present
Deutsche Bank September 2008 - April 2010
UCLA Foundation April 2007 - December 2007
UCLA Health System October 2004 - April 2007
Skills
Data Analysis, Derivatives, Securities, VBA, Trading, Valuation, Analysis, Investments, FX Options, Fixed Income, Equities, Hedge Funds, Finance, Analytics, Bloomberg, Investment Strategies
Education
University of California, Los Angeles 2004 — 2008
2008, Mathematics/Economics
Orange County's Credit Union November 2010 - November 2013
Capital Group Companies (consulting through Solugenix Corporation) 2005 - September 2010
S.E.S. Insurances Services, Inc. August 2001 - June 2005
Deutsche Bank August 1997 - July 2001
US Army February 1990 - November 1993
Skills
Sybase, Data Modeling, Requirements Gathering, Gap Analysis, Business Analysis, Visio, SQL, Requirements Analysis, Data Warehousing, SDLC
Education
University of California, Los Angeles 1993 — 1997
BS, Applied Mathematics, w/a specialization in Computing
Downtown Business Magnet High School
High School/Secondary Diplomas and Certificates
Raymond James Financial Inc. 2014 - Present
Inverness Advisors April 2009 - December 2014
Thomas Weisel Partners 2005 - 2007
Deutsche Bank 2003 - 2005
Citigroup 1999 - 2003
Skills
Mergers & Acquisitions, Medical Devices, Management, Venture Capital, Due Diligence, Investment Banking, Biotechnology, Private Placements, Valuation, Private Equity, Financial Modeling, Corporate Development, Strategy, Corporate Finance, Angel Investing
Education
The University of Chicago 1996 — 1998
MBA, Finance, Accounting
University of California, Los Angeles 1985 — 1988
BA, English Literature
Royal Bank of Scotland November 2014 - Present
Royal Bank of Canada Capital Markets January 2011 - June 2014
Barclays Capital September 2008 - January 2011
Lehman Brothers August 2006 - September 2008
Deutsche Bank January 2003 - August 2006
Deutsche Bank June 1998 - January 2003
IBM June 1995 - June 1998
Skills
Market Data, Equities, Trading, Low Latency, Exchange Connectivity, Infrastructure, Order Management, Change Management, Strategy, Release Management, Trading Systems, Problem Management, Electronic Trading, Investment Banking, Fixed Income, Unix, Sybase, Equity Derivatives, Equity Trading, IT Outsourcing, Capital Markets
Education
University of California, Davis
Bachelor's Degree, Computer Science
The Prudential Insurance Company of America August 2011 - Present
One Financial Group April 2010 - August 2011
AXA Advisors March 2001 - April 2010
Deutsche Bank February 1995 - May 2000
Skills
Retirement Planning, Mutual Funds, Investments, Wealth Management, Financial Analysis, FINRA, Leadership, Training, Sales Management, Strategic Planning
Education
UC Irvine 1985 — 1989
Bachelor's degree, economics
Ares Management October 2013 - Present
Ares Management August 2011 - September 2013
Macquarie Group March 2010 - July 2011
Macquarie Group November 2007 - March 2010
Deutsche Bank January 2006 - November 2007
Deutsche Bank September 2005 - January 2006
Skills
CDO, Bloomberg, Credit Derivatives, Structured Products, Fixed Income, Asset Management, Alternative Investments, Bonds, CLO, Capital Markets, Credit, Equities, Fund Accounting, Hedge Funds, Investments, Portfolio Management, Trading
Education
University of California, Los Angeles
B.A., Economics
Deutsche Bank June 2013 - Present
Haas School of Business Behavioral Lab January 2011 - May 2013
Undergraduate Finance Association January 2010 - May 2013
Berkeley Investment Group October 2009 - May 2013
Young Entrepreneurs at Haas September 2009 - May 2013
Deutsche Bank June 2012 - August 2012
FXCM December 2011 - May 2012
Bay-Area Environmentally Aware Consulting Network September 2009 - May 2011
NASA, Jet Propulsion Laboratory June 2009 - August 2009
Skills
Microsoft Office, Excel, Stata, SPSS, LexisNexis, JSTOR, Puppy Linux OS, Mac OS X, PowerPoint, Access, Bloomberg Terminal, Financial Modeling, Econometrics, Statistical Data..., Statistical Software, Data Analysis, Valuation, Microsoft Excel, Team Leadership, Financial Institutions, Reinsurance, Specialty Finance, BDCs, Insurance, SNL Financial, FactSet, Finance
Education
University of California, Berkeley 2009 — 2013
BA, Economics
Loyola High School of Los Angeles 2005 — 2009
PepsiCo November 2014 - Present
BSH Bosch and Siemens Home Appliances Group November 2013 - November 2014
First American Title November 2011 - November 2013
Deutsche Bank April 2011 - November 2011
GE Healthcare May 2009 - April 2011
Schott A.G May 2008 - July 2008
CitiGroup May 2007 - July 2007
University of Michigan, Business School January 2006 - May 2006
Skills
Bloomberg, Marketing Strategy, Finance, Forecasting, Financial Modeling, Corporate Finance, Vlookup, Microsoft Excel, Business Objects, Microsoft Office, Salesforce.com, Film Production, Process Improvement, Project Management, Mergers & Acquisitions, Business Development, Analysis, Risk Management, Business Analysis, Competitive Analysis, Financial Analysis, Market Research
Education
University of Michigan 2005 — 2009
Bachelor of Arts, Economics
UC Berkeley 2010 — 2010
Certificate of Business Analysis Essentials & Planning, Business Analysis
Deutsche Bank April 2014 - Present
Comerica Bank May 2013 - April 2014
City National Bank April 2011 - May 2013
City National Bank January 2007 - April 2011
Auxilio May 2004 - August 2004
Skills
Unsecured Loans, Real Estate Financing, Professional Services..., Customized Underwriting, High Net Worth..., Technology Industry..., Commercial Banking, Banking, Underwriting, Portfolio Management, Real Estate, Loans, Commercial Lending, Credit, Financial Services, Mortgage Lending, Investments, Credit Analysis, Small Business Lending, Finance, Wealth Management, Securities, Insurance, Asset Management, Wealth Management...
Education
University of Michigan 2002 — 2006
BA, Economics
University of Pittsburgh 2005 — 2005
Semester at Sea
UCLA 2010 — 2012
Certificate in Personal Financial Planning
DocuSign November 2014 - Present
Philanthro Productions February 2007 - Present
Deloitte Consulting September 2010 - November 2014
Deutsche Bank June 2009 - August 2009
Deloitte Consulting August 2004 - June 2008
Skills
Investment Banking, Management Consulting, Financial Modeling, Business Strategy, Competitive Analysis, Entrepreneurship, Corporate Finance, Business Development, Financial Analysis, Strategic Planning, Project Management, Business Valuation, Product Marketing, Valuation, Marketing Strategy, Strategy, Market Research, Data Analysis, Marketing Communications, Business Modeling, Mergers & Acquisitions, Consulting, Management, Analytics, Program Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2010
MBA
University of California, Los Angeles 2000 — 2004
BS, Mathematics & Economics
Deutsche Bank December 2004 - Present
Homer Yen & Architects, Inc. March 2004 - December 2004
TXC Technology Inc. November 2002 - November 2003
Skills
Bloomberg, Structured Finance, Trust Services, Securities, CMBS, MBS, KYC, Securitization, Accounting, Finance
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2013
MBA
University of California, Irvine 1998 — 2002
BA, Economics
World Business Lenders, LLC June 2012 - Present
Palm National Partners LLC June 2012 - Present
Greenstone Equity Partners April 2011 - Present
Deutsche Bank May 2007 - April 2011
Montgomery Mortgage Capital 2004 - 2007
MortgageIT October 1999 - October 2001
Skills
CRM, Investment Banking, Investments, Private Equity, Asset Management, Capital Markets, Corporate Finance, Valuation, Financial Modeling, Banking, Real Estate, Financial Analysis, Due Diligence, Business Strategy, Portfolio Management, Equities, Mergers & Acquisitions, Emerging Markets, Mortgage Lending, Real Estate Development, Asset Managment, Business Development, Business Planning, Credit, Financial Structuring, Management, Mergers, New Business Development, Real Estate Economics, Restructuring, Structured Finance, Venture Capital
Education
University of California, Irvine
Deutsche Bank July 2008 - Present
EverBank February 2003 - July 2008
Education
University of California, Los Angeles - School of Law 1996 — 2000
B.S., Accounting
Albeck Advisory Services, LLC November 2007 - Present
Bayerische Landesbank November 2003 - April 2007
Independent Consultancy July 2002 - November 2003
ABN AMRO February 2001 - July 2002
Credit Suisse First Boston March 1997 - February 2001
Deutsche Bank September 1995 - March 1997
Citibank September 1974 - September 1995
US Navy 1967 - 1972
Skills
Structured Finance, Portfolio Management, Securitization, Financial Structuring, ABS, Due Diligence, Enterprise Risk..., Credit Derivatives, Project Finance, Capital Markets, Real Estate, Finance, Treasury Management, Loans, Business Strategy, Securities, Banking, Financial Analysis, Corporate Governance, Mergers & Acquisitions, Financial Risk, Real Estate Economics, Venture Capital, Commercial Banking, Commercial Lending, Loan Origination, Strategy, Funding, Trading, Financial Services, Structured Products, Financial Markets, Management Consulting, Emerging Markets, Financial Institutions, Restructuring, Leveraged Finance, FX Options, Bloomberg, Trade Finance
Education
University of Pennsylvania - The Wharton School 1972 — 1974
MBA
University of California, Berkeley, Haas School of Business 1961 — 1966
B.S.
Brooknol Advisors January 2006 - Present
Tech Coast Angels November 2014 - Present
Fields of Green July 2014 - Present
FounderDating October 2014 - Present
DT Securities June 2014 - August 2015
Deutsche Bank September 2008 - December 2012
Spyglass Partners, LLC June 2006 - December 2012
Ascent Capital Group, Inc. May 2008 - November 2012
Vobile May 2007 - November 2012
Napster 2004 - 2008
Skills
Private Equity, Investment Banking, Corporate Finance, Mergers, Venture Capital, Financial Modeling, Capital Markets, Valuation, Corporate Development, Equities, Due Diligence, Emerging Markets, Hedge Funds, Financial Analysis, Investments, LBO, Restructuring, Alternative Investments, Derivatives, Financial Structuring, Business Strategy, Asset Managment, IPO, Capital Structure, Structured Finance, Leveraged Finance, Financial Markets, Investor Relations, Economics, Structured Products, Securities, Bonds, Management Consulting, FX Options, Options, Banking, Finance, M&A experience, Film, Television, Theme Parks, Cinema, Music, Portfolio Management, Bloomberg, Fixed Income, Start-ups, Mergers & Acquisitions, Asset Management, Entertainment
Education
University of California, Los Angeles 1988 — 1989
Master of Business Administration (M.B.A.), Business/Managerial/Finance/Economics
University of Southern California 1979 — 1983
Bachelor of Science (BS), Business Administration and Management (Emphasis in Accounting)
Hoover High School 1975 — 1977
High School, Football, Basketball and Track
Kyruus May 2015 - August 2015
Castlight Health June 2012 - April 2015
Castlight Health October 2011 - June 2012
JPMorgan Chase August 2006 - March 2011
Deutsche Bank September 2004 - September 2006
Deloitte 2002 - 2004
Patelco Credit Union (nonprofit banking) September 2001 - August 2002
Building Trades Federal Credit Union (nonprofit banking) October 1999 - September 2001
Merrill Lynch September 1997 - September 1999
Skills
Project Management, Accounting, Financial Analysis, Finance, Financial Modeling, Investment Banking, Start-ups, Product Development, Product Management, Engineering Management, Healthcare Information..., Integration, Business Development, Strategy, Portfolio Management, Mergers & Acquisitions, Project Planning, Management, Management Consulting, Cross-functional Team..., Process Improvement, Enterprise Software, SaaS
Education
University of California, Los Angeles 1995 — 1997
BA, Economics
Valencia High School
Deutsche Bank September 2015 - Present
Deutsche Bank June 2015 - Present
GCA Savvian June 2014 - August 2014
Skills
Microsoft Excel, Investment Banking, Corporate Finance, Research, PowerPoint, Mergers & Acquisitions, Competitive Analysis, Business Strategy, Investments
Education
University of California, Berkeley, Haas School of Business
B.S. Business Administration
Rothstein Kass January 2014 - March 2014
Deutsche Bank June 2011 - August 2011
Skills
Microsoft Office
Education
University of California, Berkeley 2010 — 2013
Bachelor of Arts (B.A.), Economics
Deutsche Bank April 2015 - Present
Smile Brands Inc. December 2014 - April 2015
Bohm Kalish APC Law Firm June 2014 - October 2014
Yolo County District Attorney: Neighborhood Court Program October 2013 - June 2014
UC Davis 2012 - 2013
Kohl's Department Stores September 2010 - January 2012
U.S. Census Bureau November 2010 - January 2011
Skills
Microsoft Office, Research, Microsoft Excel, Public Speaking, Teamwork, Project Management, PowerPoint, Microsoft Word, Coordinating Tasks, Leadership, Analysis, Social Networking, Photoshop, Management, Managing Accounts, Communication, Training, Customer Service, Social Media, Administrative..., Recruiting, Community Development, Community Engagement, Project Planning
Education
University of California, Davis 2012 — 2014
Bachelor of Arts (B.A.), History
Corsa Coal Corp. August 2014 - Present
Quintana Capital Group August 2011 - Present
Deutsche Bank May 2010 - August 2011
Revolution Partners, a Division of Raymond James June 2008 - May 2010
Education
University of California, Berkeley 2004 — 2008
Electrical Engineering Computer Science
Deutsche Bank September 2013 - Present
Morgan Stanley June 2012 - August 2012
Sotheby's June 2011 - August 2011
Skills
Financial Modeling, PowerPoint, Microsoft Excel, Microsoft Office, Bloomberg, Research, Stata
Education
University of California, Berkeley 2009 — 2013
Bachelor's degree
REDF May 2015 - Present
Gryphon Investors August 2012 - June 2014
UBS Investment Bank March 2010 - June 2012
Deutsche Bank June 2008 - August 2008
Skills
LBO, Corporate Finance, Valuation, Investment Banking, Private Equity, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Capital Markets, Due Diligence, Equities, Investments, Corporate Development, Finance, Microsoft Office, Venture Capital
Education
UC Berkeley 2005 — 2009
Bachelor of Arts (B.A.), Statistics
UC Berkeley Haas School of Business 2005 — 2009
Bachelor of Science (BS), Business Administration
Pi Beta Phi Fraternity January 2015 - Present
Berkeley Finance Club February 2014 - Present
Deutsche Bank June 2015 - August 2015
Merrill Lynch May 2014 - August 2014
Skills
Social Networking, Investment Banking, Leadership, Management, Sales, Valuation, Teamwork, Close Attention to..., Organization, Public Speaking, Social Skills, Microsoft Office, PowerPoint, Event Planning
Education
University of California, Berkeley 2013 — 2017
Bachelor of Science (BS), Haas School of Business, Business Administration
Chaminade College Preparatory 2009 — 2013
Bruin Asset Management October 2014 - Present
FocalPoint Partners, LLC April 2015 - September 2015
Vitreous Partners, LLC January 2015 - March 2015
Doka March 2013 - May 2013
Deutsche Bank October 2012 - January 2013
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Data Analysis, Finance, Teamwork, Team Leadership, Valuation, Financial & Operational..., Financial Accounting, LBO
Education
University of California, Los Angeles 2013 — 2017
Bachelor of Arts (B.A.), Business Economics & Accounting
University of Cambridge 2012 — 2012
Business Management/Economics
Gems World Academy Dubai 2009 — 2012
IB Diploma
Deutsche Bank June 2015 - Present
Undergraduate Economics Association August 2014 - Present
University of California, Berkeley, Haas School of Business September 2013 - December 2014
Deutsche Bank June 2014 - August 2014
International Students' Advisory Committee October 2012 - December 2013
T. Rowe Price July 2013 - August 2013
College of Letters and Science Student Advisory Group March 2013 - May 2013
edX February 2013 - May 2013
Skills
R, Stata, Python, SQL, XML, Web Scraping
Education
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Economics
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Statistics
Deutsche Bank July 2015 - Present
J.P. Morgan June 2014 - August 2014
University of California, Berkeley, Haas School of Business 2014 - 2014
UC Berkeley Fung Institute for Engineering Leadership 2013 - 2013
AIA 2012 - 2012
Hong Kong Disneyland 2012 - 2012
Hong Kong Vocal Academy 2011 - 2011
Vitasoy International Holdings Ltd. 2011 - 2011
Hong Kong Disneyland 2009 - 2009
Theater Noir 2009 - 2009
Skills
Microsoft Excel, Research, PowerPoint, Microsoft Office, Microsoft Word, English, Customer Service, Financial Analysis, Windows, Teaching, Acting, Valuation, Outlook, Equities, Data Analysis, Mandarin, Musical Theatre, Fixed Income, Equity Trading, Capital Markets, Bond Markets, High Yield Bonds, CDS, Prime Brokerage, Prime, Bonds, Portfolio Management, Hedge Funds
Education
University of California, Berkeley, Haas School of Business 2011 — 2015
Bachelor of Science in Business Administration, with a minor in Theater, Dance and Performance Studies
Foundation for Affordable Housing April 2014 - Present
Deutsche Bank 2010 - April 2014
Fidelity National Title 2008 - 2010
Essex Property Trust 2007 - 2008
Option One Mortgage 2000 - 2005
Skills
Customer Service, Microsoft Office, Team Building, Marketing, Real Estate Transactions, Management, Strategic Planning, Contract Negotiation, Legal Research, Real Estate, Legal Writing, Microsoft Excel, Corporate Law, Microsoft Word, PowerPoint
Education
UCI
Paralegal Certificate
Deutsche Bank November 2014 - Present
Piper Jaffray July 2012 - October 2014
Holbrook & Company March 2009 - May 2010
Rutberg & Company July 2008 - March 2009
Mosaic Capital July 2007 - July 2008
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Master of Business Administration (MBA)
University of California, Berkeley 2002 — 2006
Rocksbox August 2015 - Present
Rocksbox July 2014 - Present
Rocksbox November 2014 - August 2015
Deutsche Bank July 2013 - July 2014
Deutsche Bank July 2010 - June 2013
Citi June 2009 - August 2009
SAP July 2007 - December 2008
Skills
M&A experience, Financial Modeling, Investment Banking, Valuation, Financial Analysis, Corporate Development, Due Diligence, IPO, Chinese, Technology, Internet, Private Placements, Mergers & Acquisitions, LBO, DCF, Equities, Capital Markets, Finance, Corporate Finance, Analytics
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
Bachelor of Science (B.S.), Business Administration
Deutsche Bank June 2015 - August 2015
International House at UC Berkeley January 2013 - June 2015
ExecRank June 2014 - August 2014
VerbVentures January 2014 - June 2014
MRY January 2014 - May 2014
Standard Chartered Bank June 2013 - August 2013
Summit Bank Limited June 2011 - July 2011
Kingsway Real Estate Brokerage July 2009 - August 2009
Skills
Time Management, PowerPoint, Leadership, Microsoft Office, Research, Microsoft Excel, Public Speaking, Economics, Marketing, Microsoft Word, English, Social Media, Java, Financial Analysis, Teamwork, Teaching, Networking, Capital IQ, Photoshop, Social Networking, Priority Management, Leveraged Finance, Due Diligence, Creativity, Thought Leadership, Personal Branding, Big Data, Valuation, Forecasting, Investment Banking, Financial Accounting
Education
University of California, Berkeley 2012 — 2016
Bachelor of Science (B.Sc.), Applied Mathematics & Economics
Lahore American School 2010 — 2012
High School Diploma
John Fraser Secondary School 2008 — 2010
Watertower Group May 2013 - June 2015
Deutsche Bank June 2014 - August 2014
Imperial Capital, LLC January 2014 - May 2014
Baskin Robbins March 2010 - August 2011
Education
University of California, Los Angeles 2011 — 2015
B.A
Windsor High School 2007 — 2011
Cantor Fitzgerald February 2015 - Present
BioTrillion November 2013 - Present
Deutsche Bank May 2006 - October 2013
Citigroup April 2002 - May 2006
Skills
Investment Banking, Business Relationship..., Written & Oral..., Public Speaking, Due Diligence, Negotiation, Marketing, Deal Origination, Deal Execution, Financial Modeling, Valuation Modeling, Financial Analysis, Financial Accounting, M&A experience, LBO, Accretion/dilution, Fairness Opinions, IPO, Underwriting, Board of Director..., Recruiting, Mentoring, Employee Management, Biotechnology, Specialty Pharma, China Business..., Business Travel, Angel Investing, Principal Investing, Mergers & Acquisitions, Entrepreneurship, Venture Capital, Equities, Board of Directors, Corporate Development, Deal Creation, Strategy, Corporate Finance, Valuation
Education
University of Pennsylvania
Master of Science in Engineering, Bioengineering
University of California, Berkeley
Bachelor of Science in Engineering, Bioengineering
Southern Wine & Spirits September 2012 - Present
Orange County Triathlon Club October 2010 - Present
Impros May 2010 - August 2012
Haneline Products November 2008 - January 2010
Nordskog Performance Products August 2004 - August 2009
RSM EquiCo June 2000 - May 2004
Deutsche Bank January 1995 - January 2000
Skills
Mergers, Operations Management, Manufacturing, Automotive Aftermarket, Small Business, Business Valuation, Banking, Financial Modeling, Triathlon, Microsoft Excel, Valuation, Due Diligence, Financial Analysis, Customer Satisfaction, Charity Work, Cycling, Finance, Mergers & Acquisitions, Pricing, Investments, Sales, Team Building, Forecasting
Education
CFA Institute (AIMR) 1998 — 2000
CFA, Finance, General
University of California, Irvine - The Paul Merage School of Business 1998 — 2000
MBA, Finance
University of Southern California - Marshall School of Business 1993 — 1995
BS, Finance
J.P. Morgan April 2015 - Present
eBay Inc 2005 - Present
Deutsche Bank June 2014 - August 2014
Fortress Investment Group April 2014 - June 2014
Beach Point Capital Management October 2013 - November 2013
Aristotle Capital Management, LLC June 2013 - September 2013
Apollo Jets February 2013 - September 2013
Morgan Stanley Wealth Management July 2012 - September 2012
Skills
Investments, Business Development, Finance, Management, CRM, Analysis, Valuation
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
Royal High School 2007 — 2011
Analytic Investors, LLC February 2013 - Present
Deutsche Bank July 2011 - December 2012
S.L. Reed & Company May 2008 - January 2011
Skills
Fixed Income, Bloomberg, Equities, Capital Markets, Derivatives, Financial Modeling, Hedge Funds, Portfolio Management, Asset Managment, Investments, Alternative Investments, Series 7
Education
UCLA 2007 — 2010
Bachelor of Arts (B.A.), Economics
SolarCity January 2015 - Present
SolarCity June 2012 - December 2014
Deutsche Bank March 2011 - March 2012
Rosewood Hotels & Resorts September 2010 - March 2011
City of Davis September 2009 - July 2010
ASUCD Coffee House November 2007 - August 2009
City of San Carlos 2003 - 2008
Skills
Social Media
Education
University of California, Davis 2006 — 2010
B.S, B.A., Managerial Economics, Sociology with an emphasis in Organizational Studies
University of California, Berkeley, Haas School of Business April 2015 - Present
Deutsche Bank June 2015 - August 2015
Cisco February 2015 - May 2015
Deutsche Bank June 2014 - August 2014
Great Pacific Securities June 2013 - August 2013
Internal Revenue Service January 2013 - March 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, English, Windows, Leadership, Market Research, Data Analysis, Social Networking, Marketing, Financial Modeling, Finance, Social Media, Public Speaking, Analysis, Financial Analysis, Management
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Bachelor of Science (B.S.), Business Administration and Management, General
Monta Vista High School 2008 — 2012
Prosper Marketplace March 2015 - Present
Barclays 2008 - June 2014
Lehman Brothers 1999 - October 2008
Deutsche Bank April 1997 - May 1999
Lehman Brothers 1991 - April 1997
Lehman Brothers July 1987 - April 1991
Henry F. Swift April 1985 - July 1987
Skills
Fixed Income, Capital Markets, Derivatives, Equities, Trading, Hedge Funds, Investment Banking, Asset Management, Financial Modeling, Business Analysis, Portfolio Management, Risk Management, Banking, Financial Analysis, Bloomberg, Team Leadership, Sales Management, Business Development, Investments, Alternative Investments
Education
University of California, Berkeley 1981 — 1984
Bachelor's Degree, US History/American Literature
American Express May 1997 - Present
Renault April 1986 - April 1992
Deutsche Bank August 1978 - August 1981
Skills
Sales Management, Operations Management, Commercial Banking, Mortgage Banking, Banking Law, Investment Strategies, Retail Banking
Education
UC Davis 1971 — 1975
Bachelor of Science (BS), Business Administration and Management, General
CSC November 2014 - Present
CSC May 2013 - October 2014
TripTwit January 2009 - April 2013
Citadel Investment Group September 2007 - December 2008
CIFC September 2006 - July 2007
Deutsche Bank September 2004 - July 2006
Skills
Project Management, Financial Accounting, Business Intelligence, Client Development, Big Data, Business Process, ERP, SAP BPC, SAP BW, Ad Hoc Reporting, SAP Implementation, SAP Netweaver, Master Data Management, SAP, SAP BI, Financial Reporting, Reporting Systems, EPM, SAP Business One, SAP Bank Analyzer, Start-ups, Financial Analysis, Portfolio Management, Strategy, CRM, Sales, Consulting
Education
University of California, Irvine 1999 — 2004
B.A., Social Science, focusing on Research & Social Policy
University of California, Irvine - The Paul Merage School of Business 1999 — 2004
Business Management
Lovely Inc February 2015 - Present
Minted March 2013 - February 2015
Minted October 2010 - 2013
Deutsche Bank March 2009 - March 2010
RBG Marketing July 2008 - September 2008
biteclub.com April 2008 - July 2008
UC Davis Repro Graphics April 2007 - June 2008
Skills
Adobe Creative Suite, Microsoft Office, Event Planning, Pivot Tables, Vlookup, Charts, Monthly Reporting, Graphic Design, Administrative Support, Program Coordination, Calendars, Bugzilla, Layout, Typography, Editing, Illustrator, Illustration, Photoshop, InDesign, Adobe Acrobat, Social Media Marketing
Education
University of California, Davis 2003 — 2007
BA
Deutsche Bank July 2015 - Present
Deutsche Bank Securities February 2014 - July 2015
Deutsche Bank Securities July 2012 - February 2014
Skills
Financial Modeling, Capital Markets, Investment Banking, Mergers & Acquisitions, Valuation
Education
University of California, Berkeley 2008 — 2012
Groton School, Groton, MA 2004 — 2008
UC Davis June 2014 - Present
Kaiser Permanente May 2011 - June 2014
Protiviti April 2010 - May 2011
NIIT Technologies Limited January 2010 - April 2010
Deutsche Bank May 2008 - August 2008
Education
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Science, Business Administration
NerdWallet March 2015 - Present
Match.com / OkCupid Labs June 2013 - November 2014
Delightful August 2013 - April 2014
Datepress Inc. August 2012 - July 2013
Recurrent Energy August 2009 - December 2012
Deutsche Bank 2007 - July 2009
Financial Technology Partners August 2006 - December 2006
Apple Computer June 2006 - August 2006
Skills
Financial Analysis, Due Diligence, Financial Modeling, Valuation, Entrepreneurship, Venture Capital, Partnerships, Project Management, Mergers & Acquisitions, Business Strategy, Analysis, Solar Energy, Management, Finance, Strategy, Investment Banking, Investments, Corporate Development, Start-ups, Analytics, Strategic Partnerships, Product Management, Business Development, Competitive Analysis, Marketing, E-commerce, Product Marketing
Education
University of California, Berkeley 2004 — 2007
Industrial Engineering and Operations Research, Engineering
Founder Institute 2012 — 2012
Founder, Entrepreneurship
San Dimas High School
UC Berkeley January 2014 - March 2015
Google August 2013 - October 2013
The Coca-Cola Company July 2013 - July 2013
Deutsche Bank June 2013 - June 2013
OMV June 2012 - July 2012
Education
UC Berkeley 2011 — 2015
Economics, Minor: German, CET Technology Entrepreneurship, 3.8
St.George's Austrian High School 2006 — 2011
Science-Math Track
Intuit 2012 - Present
Oppenheimer & Co. 2008 - 2011
CIBC World Markets 2003 - 2008
Kelling, Northcross & Nobriga 2002 - 2003
Deutsche Bank 2000 - 2002
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Capital Markets, Corporate Development, Equities, Bloomberg, Financial Analysis, M&A experience
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2008
MBA
University of California, Berkeley, Haas School of Business 1996 — 2000
BS, Business
Houlihan Lokey June 2015 - Present
MESA Global July 2013 - June 2015
Yahoo! April 2013 - June 2013
Deutsche Bank January 2013 - April 2013
Deutsche Bank February 2010 - January 2013
Deutsche Bank September 2007 - January 2010
Deutsche Bank June 2006 - September 2007
Deutsche Bank June 2005 - August 2005
Skills
Finance, Digital Media, Investment Banking, Valuation, Capital Markets, Financial Modeling, Bloomberg, Corporate Finance, Equities, Fixed Income, LBO, Due Diligence, Derivatives, Asset Management, Emerging Markets, Business Development, Equity Research, Structured Finance, Mergers & Acquisitions, Investments, Strategy, Leveraged Finance, Hedge Funds, DCF, M&A experience, Alternative Investments, IPO, Investor Relations, Equity Valuation, Financial Structuring
Education
University of California Los Angeles (UCLA) 2002 — 2006
B.A, Economics
University of California, Los Angeles 2002 — 2006
B.A., Economics
Deutsche Bank 1995 - 2006
DB Alex. Brown 1994 - 2005
Education
University of California, Berkeley
BS, Business
Wedbush Securities 2012 - Present
QuinStreet 2011 - 2012
Kool Smiles 2009 - 2010
Merrill Lynch 2006 - 2008
Deutsche Bank 2005 - 2006
Skills
Corporate Development, Investment Banking, Mergers, Valuation, Financial Analysis, M&A experience
Education
University of California, Berkeley 2000 — 2004
BA, Economics
University of California, Berkeley 2000 — 2004
Minor, Business Administration and Management, General
Modulated Imaging, Inc. April 2008 - Present
Deutsche Bank 2001 - 2004
Goldman Sachs 1997 - 2000
Skills
Excel, Microsoft Office, Business Strategy, Financial Analysis, Strategic Planning, Project Management, Finance, Biomedical Engineering, Business Development, Data Analysis, Medical Devices, Account Management, Microsoft Excel
Education
University of California, Irvine 2006 — 2008
MS, Biomedical Engineering
Villanova University 1993 — 1997
BS, Business Administration - Finance
HSBC April 2005 - Present
Capital Markets Credit Analysts Society, CMCAS August 1999 - Present
Risk Management Association NY Chapter August 1997 - Present
DEUTSCHE BANK September 1996 - April 2005
BNP Paribas March 1995 - September 1996
BNP Paribas April 1994 - March 1995
BNP Paribas March 1990 - April 1994
Skills
Derivatives, Series 63, Capital Markets, Credit Risk, Fixed Income, Hedge Funds, Credit, Financial Risk, Banking, Financial Services
Education
UCLA
Political Science/International Relations
PennyMac January 2015 - Present
Ocwen Financial Corporation - US February 2013 - January 2015
GMAC ResCap (subsidiary of Ally Financial Inc.) 2007 - February 2013
GMAC RFC 2005 - 2007
GMAC RFC 2004 - 2005
Deutsche Bank 2002 - 2004
Deutsche Bank 1999 - 2002
Skills
Mortgage Lending, Securities, MBS, Bonds, Capital Markets
Education
University of California, Irvine 1993 — 1997
B.A.
Comerica Bank December 2003 - Present
Deutsche Bank 1997 - 1999
Skills
Asset Based Lending, Commercial Lending, Credit Analysis, Commercial Banking, Loans, Credit, Credit Risk, Portfolio Management, Banking, Financial Analysis, Finance, Corporate Finance
Education
University of California, Irvine 1988 — 1992
Biological Sciences
Deutsche Bank February 2010 - Present
Canterbury Consulting 2009 - 2009
YWAM Associates January 2008 - December 2008
Morgan Stanley June 2006 - January 2008
Skills
Capital Markets, Valuation, Investments, Hedge Funds, Financial Analysis, Financial Modeling, Equities, Fixed Income, Bloomberg, Alternative Investments, Investment Banking, Derivatives, Strategic Financial...
Education
University of California, Los Angeles 2003 — 2006
Bachelor of Science (B.S.), Economics
University of Cambridge 2005 — 2005
International Economics
Pillsbury Winthrop Shaw Pittman LLP December 2014 - Present
Schulte Roth & Zabel LLP July 2013 - December 2014
Morgan Stanley 2011 - 2013
DLA Piper 2011 - 2011
Deutsche Bank 2009 - 2011
Thelen Reid Brown Raysman & Steiner LLP 2006 - 2008
Sonnenschein Nath & Rosenthal LLP 2004 - 2006
Nixon Peabody 1999 - 2004
Cadwalader, Wickersham & Taft LLP 1998 - 1999
Credit Suisse 1997 - 1998
Education
University of San Diego School of Law 1994 — 1997
JD, Law
University of California, Los Angeles
BA, Political Science
James Logan High School
Deutsche Bank July 2012 - Present
US Treasury, Office of Financial Research June 2011 - August 2011
Federal Reserve Bank of Philadelphia July 2006 - August 2008
Education
University of California, Los Angeles 2008 — 2012
Doctor of Philosophy (Ph.D.), Economics
Villanova University 2002 — 2006
Bachelor of Science (B.S.), Economics and Accountancy
Deloitte July 2014 - Present
Experian December 2012 - July 2014
Deutsche Bank April 2011 - December 2012
Deutsche Bank May 2010 - April 2011
American Musical and Dramatic Academy March 2009 - May 2010
Ameriprise Financial September 2007 - June 2008
Skills
Recruiting, Human Resources, Training, Onboarding, Organizational..., Interviews, HRIS, Leadership, Management, Employee Benefits, PeopleSoft, New Hire Orientations, Access, Strategy, Analysis, Change Management
Education
University of Minnesota-Twin Cities 2006 — 2008
Master's Degree, Human Resources and Industrial Relations
University of California, Irvine 2002 — 2006
Bachelor of Arts, Psychology, Cognitive Sciences
Capital One Multifamily Finance July 2011 - Present
Deutsche Bank 2001 - 2011
Skills
Investment Banking, Capital Markets, Valuation, Structured Products, Financial Modeling
Education
University of California, Berkeley 2000 — 2004
BA degree, emphasis on real estate finance and economics
UCI Medical Affiliates June 2014 - Present
Elite Financial March 2011 - Present
Capital Group July 2012 - July 2013
Deutsche Bank June 2011 - August 2012
State Street / IMS May 2008 - February 2011
Merrill Lynch 2006 - 2008
E*TRADE Financial February 2005 - May 2006
Skills
Derivatives, Mortgage Lending, Equities, Loans, Hedge Funds, Swaps, Finance, Bonds, Investments, Real Estate Transactions, Credit, Banking, Corporate Actions, Trading, Funding, Business Analysis, Securities, Bloomberg, Mutual Funds, Fixed Income, Financial Analysis, Asset Management, Valuation, First Time Home Buyers, Listings, Financial Services, Fitness Training, Sellers, Buyers, Middle Office, Kuali Financial System
Education
University of California, Irvine 2000 — 2004
Lennar January 2014 - Present
Deutsche Bank May 2012 - January 2014
KB Home November 2010 - August 2011
KB Home January 2007 - November 2010
Countrywide Financial June 2004 - December 2006
Skills
Corporate Finance, Financial Reporting, Auditing, Strategic Financial..., Analysis, Forecasting, Mergers & Acquisitions, Management, Sarbanes-Oxley Act, Finance, Budgets, Internal Controls, Enterprise Risk..., Financial Analysis, Cash Management, Process Improvement, Strategic Planning, Business Planning, Training, Accounting, Real Estate, Residential Homes, Account Management, Access
Education
University of California, Los Angeles 2001 — 2005
Bachelor of Arts (B.A.), Economics
University of California, Los Angeles 2001 — 2004
Economics, Minor in Accounting
Angeleno Group 2010 - April 2013
New Bridge Investments 2008 - 2010
Deutsche Bank 2005 - 2008
SOMA Capital 2002 - 2003
WR Hambrecht + Co 2000 - 2002
WR Hambrecht + Co 1998 - 2000
Education
Yale University - Yale School of Management 2003 — 2005
MBA, Finance and Law
University of California, Berkeley 1993 — 1997
BA, Economics, Computational Genomics
Deutsche Bank May 2013 - Present
Deutsche Bank August 2009 - April 2013
JPMorgan May 2009 - August 2009
ITG September 2001 - April 2009
Skills
Trading Systems, Low Latency, Electronic Trading, Market Data, Equities, Equity Derivatives, Equity Trading, Fixed Income, Exchange Connectivity, Investment Banking, Sybase, Trading System, Capital Markets, Trading
Education
University of California, Los Angeles 1995 — 2003
MS, computer science
Deutsche Bank 2004 - Present
Skills
Hedge Funds, Equities, Equity Research, Derivatives, Options, Chartered Financial..., Capital Markets, Valuation, Equity Derivatives, Asset Management, Bloomberg, Financial Markets, Financial Modeling, Investment Banking, Structured Products, Fixed Income
Education
University of California, Berkeley
Bachelor of Arts, Molecular and Cell Biology
University of California, Berkeley - Walter A. Haas School of Business
Masters, Master's of Financial Engineering
Deutsche Bank December 2008 - Present
Western Asset Management December 2005 - December 2008
State Street IMS October 2002 - December 2005
Education
University of California, Irvine 1997 — 2002
BA, ECONOMICS, DIGITAL ARTS
SS&C GlobeOp May 2014 - Present
Oaktree Capital March 2014 - May 2014
Deutsche Bank June 2012 - March 2014
Chase August 2010 - June 2012
New York Life Insurance Company May 2009 - March 2010
AXA Advisors May 2007 - April 2009
Skills
Finance, Microsoft Excel, Investments, Financial Analysis, Financial Reporting, Bank Reconciliation, Financial Modeling, Credit, Strategic Financial..., Portfolio Management, Mutual Funds, Series 7, Equities, Asset Managment, Banking, Insurance, Budgets, Accounting, Bloomberg, Securities, Financial Services
Education
University of California, Riverside 2002 — 2006
Bachelor of Science, Business Administration; Accounting 2006
European Investment Bank May 2014 - Present
Oesterreichise Nationalbank (Austrian Central Bank) December 2005 - April 2014
European Central Bank April 2010 - March 2012
Government of the Czech Republic July 2008 - June 2009
Deutsche Bank October 2005 - November 2005
Education
University of Vienna 2005 — 2008
Doctor of Philosophy (PhD), Economics, High distinction
UCLA 2004 — 2005
PhD, Economics
Wells Fargo Bank August 2011 - April 2014
Deutsche Bank April 2009 - August 2011
Bank of America 1988 - 2006
Security Pacific Bank 1980 - 1988
Skills
Leadership, Banking, Operations Management, Project Management, Organizational..., Risk Management, Six Sigma, Process Improvement, Leadership Development, Cash Management, Change Management, Customer Service, Coaching, Strategic Planning, Mergers
Education
University of California, Davis 2008 — 2009
Certificate, College Admissions Counseling & Career Planning
Walden University 2007 — 2009
MS, Organizational Psychology & Development
University of Nevada-Las Vegas 1990 — 1993
MBA, Finance
University of Nevada-Reno 1980 — 1984
BS, Business Administration - Finance
Clear Haven Capital Management June 2012 - Present
Macquarie Bank June 2009 - April 2012
Bayview Asset Management January 2008 - June 2009
Deutsche Bank August 2006 - January 2008
Lehman Brothers August 2005 - July 2006
Morgan Stanley 2005 - 2005
Skills
Hedge Funds, Fixed Income, Derivatives, Securitization, ABS, MBS, Trading, Equities, Capital Markets, Investment Advisory, Valuation, Bonds, Structured Products
Education
University of California, Berkeley - Walter A. Haas School of Business 2004 — 2005
Master's degree
The University of Connecticut 1998 — 2002
Bachelor's degree, Mathematics
Bethel High School 1994 — 1998
OneWest Bank March 2012 - April 2013
Deutsche Bank June 2010 - August 2010
CapitalSource April 2005 - December 2008
Putnam Lovell (Subsidiary of Jefferies & Company) July 2003 - November 2004
Mercer 2001 - 2001
Education
University of Southern California - Marshall School of Business 2009 — 2011
Finance
University of California, Los Angeles 1997 — 2002
BA, Economics
WCCT Global June 2013 - Present
PAREXEL October 2012 - October 2013
West Coast Clinical Trials June 2011 - October 2012
Allergan 2010 - 2011
Deutsche Bank August 2003 - April 2008
ToysRUs July 2001 - September 2002
Skills
Customer Relations, Budgeting, Program Management, Banking, Customer Service
Education
University of California, Irvine - The Paul Merage School of Business 2006 — 2009
MBA
University of California, Irvine 1996 — 2000
Bachelor of Arts, Social Sciences; Economics
State Street 2003 - Present
Deutsche Bank 1999 - 2003
Bankers Trust Company 1992 - 1999
Education
University of California, Los Angeles 1986 — 1990
B.A., Economics
Square March 2014 - Present
Deutsche Bank July 2012 - March 2014
Deutsche Bank June 2011 - August 2011
Evergreen Pacific Partners January 2010 - December 2010
Skills
Financial Modeling, Investment Banking, Valuation, Private Equity, Bloomberg, Financial Analysis, Capital IQ, LBO, Investments, Corporate Finance, Mergers & Acquisitions, Capital Markets, Emerging Markets
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (B.A.), B.A/ Business Economics, Accounting
Uber October 2014 - Present
Deutsche Bank July 2013 - September 2014
Deutsche Bank June 2012 - August 2012
FMV Opinions, Inc. December 2011 - April 2012
Litman Gregory June 2011 - August 2011
BayStreet Research, LLC June 2011 - August 2011
USDA June 2009 - August 2009
Skills
Business Valuation, Financial Modeling, Bloomberg, Equity Research, Financial Analysis, Valuation, Social Media Marketing, Microsoft Excel, Capital IQ, Investment Banking, Asset Management, Corporate Finance, Capital Markets, Equities
Education
University of California, Berkeley 2009 — 2013
Bachelor's Degree, Economics, Integrative Biology
Berkeley Law, UC Berkeley January 2009 - March 2013
Becherer, Kannett & Schweitzer 2005 - 2008
REMAX East Bay Hills 2003 - 2005
Translations 1995 - 1997
Deutsche Bank 1990 - 1994
Danske Bank 1985 - 1990
Skills
Blogging, Management, Life Coaching, Change Management, Analysis, Personal Development, Social Media, Nonprofits, Leadership Development, Entrepreneurship, Higher Education, Strategy, Workshop Facilitation, Teaching, Marketing, Research, LRAP, Finance, Student Loan Repayment..., Catalyst for Change, Educator, Professional Mentoring, Student Loans, Career Counseling, Executive Coaching, Facilitator, Presentations, Public Speaking, Strategic Planning, Leadership
Education
Martha Beck Life Coach Training 2012 — 2013
Certified Life Coach
UC Berkeley
Bachelor of Arts (B.A.), American Studies
J.P. Morgan June 2011 - Present
Deutsche Bank April 2008 - Present
State Street October 2007 - April 2008
Education
University of California, Irvine 2003 — 2007
Bachelors, International Studies
Citi June 2013 - Present
Deutsche Bank June 2012 - August 2012
Lawrence Berkeley National Laboratory April 2010 - May 2012
Student Learning Center, UC Berkeley August 2009 - December 2011
Greenwoods Asset Management June 2011 - August 2011
Tau Beta Pi, National Engineering Honor Society, CA-A Chapter August 2010 - May 2011
Skills
Matlab, Microsoft Office, VBA, Bloomberg, After Effects, Photoshop, Labview, COMSOL, Mathematica, AMPL
Education
University of California, Berkeley 2008 — 2012
B.A. Applied Math and B.S, Chemical and Biomolecular Engineering
Beijing High School Four 2005 — 2008
High School
VMware October 2014 - Present
Pantheon Ventures June 2007 - October 2014
Deutsche Bank June 2004 - May 2007
American Express September 1999 - March 2004
American Express August 1995 - August 1999
Skills
Administrative..., Event Planning, Travel Management, Accounting, Marketing, Outlook, Event Management, Budgets, Customer Service, Management, PowerPoint, Office Management, Microsoft Excel, Human Resources, Employee Relations, Microsoft Word, Microsoft Office, Recruiting, Leadership, Private Equity, Investor Relations, Research, Fundraising, Spanish
Education
Department of State 1988 — 1989
Intern, Political Section
University of Michigan 1987 — 1988
None, Psychology/Education
University of California, Berkeley 1984 — 1988
BA, Double Major: Psychology and History
MUFG in the Americas July 2015 - Present
Commerzbank AG February 2003 - June 2015
Zurich Capital Markets July 2001 - November 2002
Deutsche Bank March 1998 - July 2001
Skills
Structured Products, Structured Finance, Financial Analysis, Start-ups, Finance, Fixed Income, Financial Structuring, Capital Markets, Portfolio Management, Equities, Restructuring, Derivatives, Risk Management, Securitization, Hedge Funds, Financial Modeling
Education
University of Oxford - Said Business School 1996 — 1997
M.B.A.
University of San Francisco School of Law 1993 — 1996
J.D.
University of California, Berkeley 1989 — 1992
B.A., Psychology
Stuyvesant H.S. 1984 — 1988
The Fleming School
Deutsche Bank July 2015 - Present
Portware June 2014 - July 2015
Morgan Stanley June 2012 - May 2014
FDM Group July 2011 - May 2012
Skills
Java, Unix, SQL, Unix Shell Scripting, C++, Matlab, R, JUnit, Spring, REST, SOAP, Equity Derivatives, Excel, SDLC, Actuarial Exams, RDBMS, Distributed Databases, Scala, Eclipse, SOA, Object Oriented Design, Design Patterns, Multithreading, IntelliJ IDEA, Stored Procedures, Functional Programming, JDBC, Message Oriented..., Mockito, JBehave, Agile Methodologies, Scrum, Test Driven Development, BDD, Build Automation, Version Control, JIRA, Continuous Integration, OTC, Exotic Derivatives, Structured Products, Front Office Development, Front Office Trading..., Straight Through..., Execution Management..., Electronic Trading, FIX, Production Support, Release Management, Business Acumen
Education
University of California, Los Angeles 2008 — 2010
BS, Electrical Engineering
J. Safra Sarasin Asset Management 2014 - Present
Deutsche Bank 2008 - 2014
Education
University of California, Berkeley
Doctor of Philosophy (Ph.D.), Latin American Studies
Deutsche Bank December 1998 - Present
ABC Foster Home July 1996 - November 1998
Saddleback Unified School District July 1995 - June 1996
Skills
Notary Public - 1999 to..., Microsoft Excel, Notary Public
Education
University of San Diego 1993 — 1995
M.Ed, Educational Counseling
University of California, Irvine 1989 — 1993
BA, Psychology
Deutsche Bank June 2010 - August 2010
Funseafood Company January 2007 - April 2009
Citi January 2005 - July 2007
Skills
Financial Modeling, Fixed Income, Capital Markets, Private Equity, Valuation, Management Consulting, Equities, Emerging Markets, Hedge Funds, Investments, Investment Banking, Strategy, Financial Analysis
Education
Yale School of Management 2009 — 2011
MBA, Finance
University of California, Berkeley 1999 — 2003
BA, Economics
Deutsche Bank July 2014 - Present
Bruin Value Investing September 2011 - December 2013
Theta Chi Fraternity September 2011 - December 2013
Colony Capital June 2013 - November 2013
Wedbush Securities June 2012 - December 2012
Skills
Valuation, Financial Analysis, Equity Research, Leadership, Financial Modeling, Investments, Analysis, Market Research, Finance, Social Media, Nonprofits, Investment Banking, Microsoft Word, Private Equity
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Sociology and History, GPA: 3.90
AerCap June 2013 - Present
Deutsche Bank July 2010 - May 2013
Deutsche Bank May 2007 - July 2010
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, Capital Markets, LBO, Equities, Fixed Income, DCF, Equity Valuation, Leveraged Finance, Financial Analysis, M&A experience, Due Diligence, Mergers & Acquisitions
Education
UCLA 2003 — 2007
Bachelor of Arts (BA), Business Economics, 3.8 GPA (4.0 Major)
StillPoint Capital LLC July 2014 - November 2014
RBC Capital Markets August 2011 - July 2012
Deutsche Bank July 2007 - November 2010
Credit Suisse June 2003 - June 2007
RBC Capital Markets July 2002 - May 2003
Lehman Brothers June 2001 - August 2001
Education
University of California, Berkeley 1998 — 2002
Bachelor of Science
BlackRock January 2011 - Present
BlackRock December 2009 - January 2011
Barclays Global Investors (acquired by BlackRock in 2009) January 2008 - December 2009
Barclays Global Investors February 2006 - January 2008
RBC Capital Markets May 2003 - January 2006
Salomon Smith Barney March 2001 - May 2003
Deutsche Bank June 2000 - March 2001
Skills
Portfolio Management, Index Funds, Domestic equities, International equities, Emerging Markets, ETFs, Team Leadership, Equities
Education
University of California, Berkeley 1993 — 1997
Bachelor's degree, Biology and Economics
Deutsche Bank April 1998 - Present
Skills
Series 7, Series 63, Series 66
Education
University of California, Davis
Bachelor of Arts (B.A.), Political Science
Aspen Capital Management January 2008 - Present
Deutsche Bank April 2004 - January 2008
Credit Suisse August 2002 - April 2004
Education
University of Southern California 2000 — 2002
Master of Business Administration (M.B.A.)
University of California, Los Angeles 1993 — 1997
Bachelor's Degree, Applied Mathematics