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
Anheuser-Busch InBev June 2015 - August 2015
Deutsche Bank February 2013 - June 2014
Ernst & Young May 2009 - February 2013
Skills
Auditing, Financial Modeling, Financial Analysis, Structured Finance, External Audit, Internal Audit, CPA, Corporate Finance, Financial Reporting
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Virginia 2009 — 2010
Master of Science, Accounting
The College of William and Mary 2005 — 2009
BBA, Finance
West Windsor-Plainsboro High School North 2001 — 2005
LashBee October 2014 - Present
Pragma Retail September 2013 - Present
Pymetrics September 2013 - May 2014
Accenture October 2010 - July 2013
ChangeEducate 2008 - 2011
Discover Worlds May 2005 - May 2010
Deutsche Bank June 2009 - August 2009
Bengal Rural Welfare Services May 2008 - August 2008
Skills
Management Consulting, Business Strategy, Strategic Planning, Strategy Development, Entrepreneurship, Business Planning, Customer Relations, Marketing Strategy, Start-ups, Retail, Market Research, Customer Insight, Business Process..., Strategy, Powerpoint, Prezi, Excel, Public speaking, Customer Service, Nonprofits, Social Media Marketing, Analytics, Public Speaking, PowerPoint
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Entrepreneurial Management and Marketing & Operations
Duke University 2006 — 2010
B.A., Neuroeconomics
International Honors Program 2008 — 2008
Study Abroad, Urbanization & Development
Kinnelon High School 2002 — 2006
Worldcolor September 2009 - October 2011
MidOcean Partners September 2007 - September 2009
Highline Partners, LLC January 2007 - September 2007
Entertainment Distribution Company January 2004 - January 2007
Big Flower Holdings & Chancery Lane Capital July 1995 - December 2003
Deutsche Bank July 1993 - July 1995
Skills
Mergers, Acquisitions, Private Equity, Venture Capital, Deal Origination, Strategic Planning, Investments, Contract Negotiation, Acquisition Integration, Board of Director..., Business Development, Deal Creation, Executive Management, Strategy, Joint Ventures, Corporate Governance, Corporate Finance, Negotiation, Mergers & Acquisitions, Competitive Analysis, Management, Board of Directors, Finance, Entrepreneurship, Due Diligence
Education
Wharton School, University of Pennsylvania 1989 — 1993
Bachelor of Science (BS), Finance and Entrepreneurial Management
Houlihan Lokey July 2015 - Present
Wall Street Oasis June 2013 - Present
Deutsche Bank June 2014 - August 2014
Bryant Park Capital September 2013 - December 2013
The Wharton Risk Management and Decision Processes Center September 2012 - September 2013
Shopperception June 2013 - August 2013
Prudential Financial May 2012 - July 2012
Simpson Thacher & Bartlett LLP June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, JMP, Korean, Financial Modeling, Investment Banking, Management
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.S.), Economics
The Lawrenceville School 2008 — 2011
10th-12th
Deutsche Bank June 2015 - August 2015
Citi June 2014 - August 2014
Roland Berger Strategy Consultants May 2013 - August 2013
Republic of Korea Army July 2011 - April 2013
Education
University of Pennsylvania - The Wharton School 2010 — 2016
Bachelor of Science in Economics (Finance)
University of Pennsylvania 2010 — 2016
Bachelor of Science in Systems Science & Engineering
Fountain Valley School of Colorado 2006 — 2010
High School
HSBC Private Bank February 2013 - Present
HSBC July 2011 - February 2013
Wharton Management Department September 2008 - May 2011
Conversion Partners LLC June 2010 - August 2010
Morgan Joseph June 2009 - August 2009
Deutsche Bank May 2009 - May 2009
Skills
Financial Analysis, Data Analysis, Analytics, Microsoft Excel, Investments, PowerPoint, Project Management, Financial Services, Banking, Business Strategy, Marketing, Strategy, Business Development, Training, Management, Corporate Finance, Leadership
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics
Eastchester High School 2003 — 2007
Petrus Partners June 2014 - Present
Hanover Street Capital October 2012 - June 2014
Deutsche Bank 2011 - 2012
Deutsche Bank June 2010 - August 2010
The Linneman Letter June 2009 - August 2009
The Farbman Group June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Corporate Real Estate, Real Estate Financing, Investment Banking, Valuation, DCF, Financial Modeling, Corporate Finance
Education
Wharton School, University of Pennsylvania 2007 — 2011
BS, Economics
Deutsche Bank July 2015 - Present
Deutsche Bank June 2014 - August 2014
Deutsche Bank June 2013 - August 2013
BNY Mellon May 2012 - August 2012
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (B.S.) in Economics, Finance
The Johnson Company September 2015 - Present
Moelis & Company August 2014 - August 2015
Angelo, Gordon & Co. July 2013 - August 2014
Deutsche Bank June 2012 - August 2012
Student Federal Credit Union at the University of Pennsylvania September 2009 - January 2012
Deutsche Bank June 2011 - July 2011
Skills
Financial Modeling, Accounting, Microsoft Excel, Microsoft Office, Financial Analysis, Credit, Valuation, Corporate Finance, Bloomberg, Investments
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.A. Economics, Finance
Cherry Hill High School East 2005 — 2009
High School Diploma
Deutsche Bank November 2013 - Present
ProShare Advisors, LLC July 2008 - November 2013
State Street July 2005 - August 2008
Merrill Lynch March 2003 - June 2005
Barclays Global Investors June 2000 - July 2003
Prudential Financial April 1999 - July 2000
ING 1995 - 1998
SunAmerica Financial Group April 1992 - June 1995
Skills
Alternative Investments, ETFs, Mutual Funds, Investments, Asset Management, Asset Allocation, Wealth Management, Hedge Funds, Investment Advisory, Financial Markets, Asset Managment, Financial Services, New Business Development, Insurance, Capital Markets, Finance, Management
Education
School of Hard Knocks 1966 — 2019
Seeking Knowledge, Wisdom, & Understanding, Psychology with Minor in Pleasant Persistence, Never Quits
University of Pennsylvania - The Wharton School 2002 — 2002
CIMA, Investment Management Analysis
Orange County 1985 — 1987
AS, Business, Marketing
Special Situations Funds February 2005 - Present
Columbia University January 2011 - Present
Progyny, Inc. September 2015 - Present
OvaScience December 2011 - Present
RESOLVE: The National Infertility Association December 2012 - Present
Hamilton Thorne, Inc. January 2011 - May 2014
GeneNews Corporation April 2009 - May 2014
Deutsche Bank February 2004 - January 2005
Saint Barnabas Health Care System July 1992 - January 2004
Brigham and Women's Hospital July 1990 - June 1992
Skills
Venture Capital, Lifesciences, Biotechnology, Medical Devices, Corporate Development, Entrepreneurship, Healthcare, Oncology, Business Strategy, Medicine, Clinical Research, Science, Start-ups, Strategic Planning, Strategy, Leadership, Pharmaceutical Industry, Life Sciences, Portfolio Management, Cell Culture, Investments, Commercialization, R&D, Drug Development, Drug Discovery, Immunology, Clinical Development, Technology Transfer, Cell Biology, Genetics
Education
University of Pennsylvania School of Medicine 1982 — 1986
MD
University of Pennsylvania - The Wharton School 1977 — 1981
BS, Economics
34 Pine Capital August 2014 - Present
Q Investments 2013 - 2014
Deutsche Bank June 2012 - August 2012
Grassroots Business Fund 2010 - 2011
Grassroots Business Fund 2008 - 2010
Blackheath Financial 2006 - 2008
Skills
Financial Modeling, Due Diligence, Investments, Financial Analysis, Financial Mgmt, Private Equity, Emerging Markets, Impact Investing, Valuation, Business Development, Board Development, Commercial Real Estate..., Argus Modeling, Microfinance, Credit, Analysis, Business Planning, Corporate Finance, Finance, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance
Yale University 2001 — 2006
BA, Political Science
Deutsche Bank October 2008 - Present
Fidelity Investments November 2006 - September 2008
AOL December 1995 - July 2006
Skills
User Acceptance Testing, Quality Center, Test Management, Test Planning, Investment Banking, SDLC, Regression Testing, System Testing, Test Strategy, Business Analysis, JIRA, Waterfall, Software Quality..., Agile Methodologies, Derivatives
Education
University of Phoenix 2002 — 2008
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Black House January 2007 - Present
RWO Acquisitions 2005 - 2008
WCI Communities 2003 - 2005
Deutsche Bank 2000 - 2003
Andersen Consulting 1994 - 1997
Skills
Debt, Structured Finance, Real Estate, Emerging Markets, Investment Banking, Acquisitions, Commercial Real Estate, Disposition, Due Diligence, Equities, Finance, Mergers & Acquisitions, Residential Homes, Valuation, Asset Management, Brokerage, Real Estate Development
Education
University of Pennsylvania 1997 — 1999
MA, International Affairs
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of Rhode Island - College of Business Administration 1990 — 1994
BS, Finance & MIS
Woodmere Academy
BNP Paribas June 2014 - Present
Barclays September 2008 - January 2014
Lehman Brothers July 2007 - September 2008
Deutsche Bank June 2005 - June 2007
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science (BS), Economics
Chaminade High School 1997 — 2001
Sanofi February 2014 - Present
Amgen September 2013 - February 2014
Baxter Healthcare February 2012 - September 2013
sanofi-aventis October 2004 - February 2012
sanofi-aventis February 2002 - October 2004
Lehman Brothers May 2000 - February 2002
Deutsche Bank August 1998 - May 2000
Deutsche Bank August 1997 - August 1998
Skills
Closing, Learning, Negotiation, Cardiology, Neurology, Psychiatry, Electrophysiology, Obstetrics, Internal Medicine, Institutional, Sales Operations, Rheumatology, Forecasting, Urology, Pharmaceutical Sales, Hospital Sales, Pharmaceutical Industry, Endocrinology, Pulmonology, Product Launch, OB/GYN, Allergy, Managed Care, Training, Infectious Diseases, Hypertension, Buy, Budgets, Osteoporosis, Biotechnology, Primary Care, Asthma
Education
University of Phoenix 2003 — 2005
MBA, Marketing
Rutgers University 1993 — 1997
BS, Accounting
Watermark Management June 2009 - Present
Kore Advisors LP December 2006 - June 2008
AIG Financial Products May 2005 - December 2006
Morgan Stanley February 2000 - April 2005
III Associates August 1998 - February 2000
Deutsche Bank March 1993 - June 1998
Credit Suisse March 1991 - March 1993
Skills
Alternative Investments, Hedge Funds, Investor Relations, Fundraising, Developing Client..., Derivatives, Structured Finance, New Business Development, Capital Markets, Fixed Income, Investment Banking, Trading, Financial Markets, Bonds, Investments, Investment Strategies, Securities, Financial Services, Financial Structuring, Mutual Funds, Structured Products, Fund Of Funds, Financial Risk, Funding, Finance, Financial Advisory, Credit, Asset Management, Credit Risk, Emerging Markets, Options, Bloomberg, Banking, Private Equity, Series 7, Asset Allocation, FX Options, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1977 — 1981
BS in Economics, Finance
London School of Economics and Political Science 1979 — 1980
International Economics
Sanford C. Bernstein June 2014 - Present
Deutsche Bank June 2013 - August 2013
Houzz October 2012 - May 2013
Debora Chatwin, Brand Consultant July 2012 - August 2012
The Daily Pennsylvanian September 2011 - May 2012
Canadian Culture & English Summer Camp (CCCEA) June 2011 - August 2011
Haldanes June 2009 - July 2009
Skills
Social Media Marketing, Advertising, Social Media, PowerPoint, Marketing, InDesign, Photoshop, Leadership
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (BSc), Finance and Marketing
Island School, Hong Kong 2003 — 2010
IB Diploma, HL: Biology, Music, Mathematics; SL: Economics, English, Chinese
Deutsche Bank August 2015 - Present
Societe Generale Corporate & Investment Banking February 2011 - August 2015
FactSet Research Systems June 2009 - February 2011
Skills
Investment Banking, Financial Modeling, Equities, Financial Markets, Equity Research, Corporate Finance, Bloomberg, Business Analysis, Valuation, Derivatives, Capital Markets, Financial Analysis
Education
University of Pennsylvania 2005 — 2009
BS, Finance/Management
University of Pennsylvania - The Wharton School 2005 — 2009
BS Economics, Finance, Management
Deutsche Bank September 2001 - Present
Joe pal Limo September 2007 - April 2008
United States Marine Corps April 1985 - April 2005
Skills
Leadership, Program Management, Operational Planning, Crisis Management, Military, Physical Security, Equities, Security Clearance, Risk Assessment, Risk Management, Security Management, Corporate Security, Security, Security Operations, Private Investigations, Executive Protection
Education
University of Phoenix 2010 — 2013
Bachelor's degree, Psychology
Deutsche Bank July 2014 - Present
Cantor Fitzgerald CCRE May 2013 - August 2013
George Smith Partners June 2012 - January 2013
Student Federal Credit Union at the University of Pennsylvania September 2011 - December 2012
Ivy Insiders May 2011 - September 2011
Altus Group June 2011 - August 2011
Skills
Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, Investments, Data Analysis, Due Diligence, Corporate Finance, Investment Banking, Microsoft Office, PowerPoint, Research, Analysis, Business Strategy
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor's Degree, Bachelor of Science (BS) in Economics
Sir Winston Churchill High School 2007 — 2010
Diploma in International Baccalaureate
McKinsey & Company July 2011 - Present
Unilever September 2010 - December 2010
Deutsche Bank June 2010 - August 2010
SummerHaven Investment Management January 2010 - May 2010
Pennten.com 2008 - 2010
Deutsche Bank June 2009 - August 2009
McKinsey & Company June 2008 - August 2008
Citi Group June 2007 - August 2007
Freshfields Bruckhaus Deringer July 2006 - August 2006
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science (BSc) in Economics, Finance and Management
Li Po Chun United World College 2005 — 2007
High School, IB Bilingual Diploma
St. Paul's Co-educational College 2000 — 2005
High School, HKCEE
Bayard Rock January 2011 - Present
Safe Banking Systems July 2002 - Present
Dresdner Kleinwort Wasserstein 2001 - 2002
Deutsche Bank 2000 - 2000
Commentary Magazine January 1996 - October 1996
Goldman Sachs 1995 - 1995
Skills
Data Mining, Analytics, Business Intelligence, Risk Management, Data Analysis, Statistics, Financial Risk, SAS, Cloud Computing, Analysis, Machine Learning, SaaS, Security, Java, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance, Strategic Management
Yale University 1991 — 1995
BA, Economics
Scoggin Capital Management 2015 - Present
MeehanCombs 2013 - 2014
Chicago Fundamental Investment Partners 2011 - 2013
Eos Partners 2007 - 2011
D.B. Zwirn & Co. 2005 - 2007
Deutsche Bank 2002 - 2005
Skills
Capital Markets, High Yield, Trading, Distressed Debt, Hedge Funds, Financial Modeling, Valuation, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1998 — 2002
Bachelor of Science (B.S.), Economics
Gilman School 1994 — 1998
Turner Impact Capital February 2014 - Present
Canyon-Agassi Charter School Facilities Fund August 2011 - February 2014
Credit Suisse June 2010 - August 2010
Deutsche Bank June 2005 - April 2009
Skills
Investments, Financial Modeling, Finance, Investment Banking, Real Estate Private..., Trading, Analysis, Capital Markets, Valuation, Corporate Finance, Mutual Funds, Private Equity, Emerging Markets, Fixed Income, Bloomberg, Equities, Hedge Funds, Structured Finance, Structured Products
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Management
University of Chicago 2001 — 2005
BA Honors, Economics
Deutsche Bank 2014 - Present
Cisco Systems 2012 - 2014
IT Staffing Firm 2009 - 2011
Nortel Networks 2005 - 2007
ManpowerGroup 2005 - 2005
IBM 2003 - 2005
GlaxoSmithKline 2000 - 2002
IBM 1996 - 1999
UPS 1994 - 1996
Skills
Human Resources, Recruiting, Customer Service, Talent Acquisition, Accounts Receivable, Office Administration, Applicant Tracking..., Oracle Applications, Web Applications, Quality Assurance, Employee Benefits, Team Building, Compliance, Call Centers, Customer Satisfaction, Database Administration, Data Analysis, Microsoft Excel, Employee Relations, Employee Engagement, Employee Training, HR Consulting, HR Policies, New Hire Orientations, Highly detail oriented, SAP HR, Strategic HR, HR Software, HR Project Management, Oracle HR, HRIS, HRIS Database Management, Lawson HRIS, Internet, Process Improvement, Performance Improvement, JD Edwards, Job Descriptions, Job Coaching, Microsoft Office, Microsoft Word, Relationship Mgmt, Team Mgmt, Acct Mgmt, Onboarding, Benefits Negotiation, Screening, Technical Recruiting, Interviews, Temporary Placement
Education
University of Phoenix 2008 — 2009
Master of Business Administration (MBA), Business Administration, Management and Operations
William G. Enloe High School
Diploma, General Studies
Balance With Mariana, LLC March 2015 - Present
Deutsche Bank, Asset & Wealth Management June 2013 - March 2015
Deutsche Bank July 2006 - April 2013
Skills
Equities, Bloomberg, Series 7, Equity Research, Series 63, Investments, Financial Markets, Fixed Income, Corporate Finance, Trading, Alternative Investments, Nutritional Counseling, Nutrition, Health Counseling, Wellness Coaching, Health & Wellness, Holistic Health
Education
Institute of Integrative Nutrition 2014 — 2015
Holistic Health Coach, Integrative Nutrition
Wharton School, University of Pennsylvania 2002 — 2006
Bachelor's degree, Finance, General, GPA 3.53 / 4.00
The British School Montevideo, Uruguay 2000 — 2002
International Baccalaureate
American Nicaraguan School 1994 — 1999
Deutsche Bank October 2013 - Present
Aerotek (Bank of America) March 2013 - April 2013
Special Counsel October 2011 - November 2012
Today's Professional Staffing June 2011 - September 2011
Legal Medical Staffing April 2011 - June 2011
Costello & Mains September 2010 - January 2011
Law Office of Debra Hart June 2006 - November 2008
Marshall, Dennehey, Warner, Coleman & Goggin June 2001 - April 2006
Skills
Legal Writing, Trials, Pleadings, Wordperfect, Civil Litigation, Software Documentation, Depositions, Courts, Personal Injury, Litigation, Legal Documents
Education
University of Phoenix 2009 — 2012
Bachelor, Business
HighBrook Investors January 2014 - Present
Deutsche Bank July 2012 - January 2014
Credit Suisse June 2011 - August 2011
Becker Capital Management June 2010 - August 2010
Skills
Valuation, Investment Banking, Financial Modeling, Bloomberg, Private Equity, Capital Markets
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.), Finance
Alfa Laval August 1998 - Present
Deutsche Bank 1990 - 1998
Skills
Sales, Negotiation, Pumps, Cross-functional Team..., Key Account Management, Management, Manufacturing, Product Development, Project Engineering, Lean Manufacturing, New Business Development, Product Management, Engineering, Heat Exchangers, Sales Operations, International Sales, Sales Management, Valves, Continuous Improvement, Process Improvement
Education
University of Phoenix 2000 — 2004
Bachelors of Science, Business Management
TPG Capital January 2015 - Present
Deutsche Bank July 2011 - December 2014
Deutsche Bank July 2010 - July 2011
Skills
Financial Modeling, Valuation, Investment Banking, Mergers & Acquisitions, Due Diligence, Financial Analysis, Investments, Corporate Finance, Capital Markets, Private Equity
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Real Estate, Finance
ISU Massie & Beck June 2004 - Present
Deutsche Bank May 2003 - August 2003
Skills
Workers Compensation, Key Person Insurance, Liability, D&O, Insurance, Professional Liability, Brokers, Employment Practices..., General Liability, Commercial Insurance, Property & Casualty..., Inland Marine, Product Liability, Umbrella Insurance, Fiduciary, Risk Management, Underwriting, Legal Liability, Claim, Disability Insurance, General Insurance, Excess, Casualty, Commercial Lines, Life Insurance, Health Insurance, Term Life Insurance, Reinsurance, Casualty Insurance
Education
University of Pennsylvania - The Wharton School 2000 — 2004
Bachelors, Insurance and Risk Management
Acalanes High School 1996 — 2000
High School Diploma
Deutsche Bank July 2015 - Present
McKinsey & Company April 2014 - Present
Deutsche Bank June 2014 - August 2014
UBS Wealth Management June 2013 - August 2013
The Grassroots Business Fund April 2011 - May 2011
Education
University of Pennsylvania - The Wharton School 2010 — 2014
B.S. Economics, B.A. International Studies & French, The Huntsman Program of International Studies and Business
Stone Ridge School of the Sacred Heart 2006 — 2010
High School Diploma
Bank of America November 2014 - Present
Bank of America April 2012 - July 2014
Bank of America January 2011 - February 2012
Deutsche Bank September 2010 - January 2011
Deutsche Bank September 2008 - September 2010
T-Systems April 2006 - April 2008
British Airways April 2001 - April 2006
United States Navy September 1985 - May 1993
Skills
Disaster Recovery, Integration, VMware, Unix, Security, Servers, Infrastructure, Cross-functional Team..., System Deployment, Vendor Management, IT Service Management, IT Strategy, IT Management, Incident Management, Software Documentation, Project Management, Leadership, Management, Hardware, Technical Support, PMO, Enterprise Architecture, SharePoint, Data Center, Strategy, IT Operations, Project Portfolio..., SDLC, Service Desk, Information Technology, Team Leadership, Business Continuity, Active Directory, Testing, Oracle, Visio, Service Delivery, Enterprise Software, Process Improvement, Governance, Business Analysis, Business Intelligence, Change Management, Call Centers, Problem Management, Project Delivery, Business Process..., Risk Management, Work Ethic, Outsourcing
Education
University of Phoenix 1991 — 1993
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Harbor View Advisors September 2015 - Present
Deutsche Bank July 2014 - September 2015
Grassy Creek LLC May 2013 - August 2013
EverBank May 2012 - August 2012
Epping Forest Yacht Club May 2010 - August 2012
The Bolles School May 2011 - August 2011
Epping Forest Yacht Club May 2008 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Public Speaking, Research, Event Planning, Data Analysis, Photoshop, Swim Instruction, Mortgage Lending, Analysis, Marketing, Write-ups, FX Hedging, Leadership, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2010 — 2014
B.S. in Economics, Dual Concentrations in Finance and Operations and Information Management (OPIM)
The Bolles School 2006 — 2010
High School Diploma
Catterton Partners July 2013 - July 2015
Deutsche Bank June 2011 - June 2013
Financo, Inc. June 2010 - August 2010
Standard Chartered Bank June 2009 - August 2009
Axiom Capital Management May 2008 - August 2008
Skills
Financial Modeling, Corporate Finance, Consumer Goods..., Investment Banking, Valuation, LBO, Due Diligence, Mergers, Private Equity, Financial Analysis, Capital Markets, Venture Capital
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2007 — 2011
BSE, Finance, OPIM
Deutsche Bank August 2014 - Present
Barclays Investment Bank 2013 - 2013
Skills
Microsoft Office, InDesign, PowerPoint, Microsoft Excel, Microsoft Word, Research, Social Media, Data Analysis
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor's Degree, Huntsman Program
The Lawrenceville School 2008 — 2010
Walden Group March 2012 - Present
eTutorschool.com -- ETS Global Network, LLC August 2014 - Present
eTutor School, iTalki, Live English, Blue English March 2014 - Present
Epoch Times December 2013 - Present
Not for Profit January 2014 - May 2014
Therapath, LLC July 2010 - March 2012
Neighborhood Coalition for Shelter December 2008 - July 2010
International Fund Services (Ireland) Ltd, A State Street Company December 2007 - November 2008
Deutsche Bank September 2007 - December 2007
Small Business Guarantee and Finance Corporation July 2006 - July 2007
Skills
Research, PowerPoint, Microsoft Office, Outlook, Management, Access, Business Services, Software Documentation, Databases, Banking, Administrative..., Business Valuation, Marketing, Mergers & Acquisitions, Surveying, Data Entry, Strategy, Time Management, SEC filings, E-commerce, Program Management, MS Office Suites, Novopath Database and..., HRA PACT Database, NYC MED Database..., AWARDS, , CAIRS and OMH Patient..., Technicals, ESL, Teaching English as a..., Public Speaking
Education
University of the Philippines 2002 — 2006
Bachelor of Science (BS), Agricultural Economics
University of Phoenix 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
Deutsche Bank May 2015 - Present
Digital Risk May 2012 - May 2015
MDF Holdings LLC May 2011 - May 2015
Claimone July 2010 - September 2011
American Enterprise Bank of Florida December 2006 - March 2010
Mercantile Bank March 2004 - November 2006
Skills
Banking, Business Intelligence, Business Analysis, Loans, Retail Banking, Customer Service, Financial Analysis, Risk Management, Portfolio Management, Mortgage Lending, Vendor Management, Credit, Visio, Leadership
Education
University of Phoenix 2009 — 2011
Bachelors, Business Information System
Pragmatic Works Foundation
TSQL Training
The Hole in the Wall Gang Camp January 2013 - Present
Deutsche Bank September 2013 - Present
TD Bank Group February 2012 - December 2012
Various Financial Companies January 2008 - December 2012
Mizuho Capital Markets January 2007 - December 2007
Citi February 2005 - August 2006
GE, Unilever, JPMorgan Chase & Deutsche Bank (Consultant with Spherion and Starpoint Solutions) March 2002 - December 2004
Merrill Lynch April 2000 - February 2002
Zurich Capital Markets January 1997 - April 2000
Skills
Risk Management, Internal Audit, Financial Risk, Sarbanes-Oxley Act, Financial Services, Business Process..., Enterprise Risk..., Internal Controls, Auditing, Change Management, Governance, Management, Process Improvement, Banking, Leadership, Operational Risk..., Strategy, Human Resources, Regulatory Requirements, Compliance, Capital Markets, PMO, KYC, SDLC, Training, Accounting, Fixed Income, Middle Office, Cash Management, Quality Auditing, Operational Risk, Restructuring, Back Office, Business Continuity, IT Audit, SOX, Language Skills, Front Office, Financial Audits, Fraud, Software Documentation, Fraud Investigations, Cost Savings, Risk, Compliance Audits, Risk Mitigation, Financial Control, AML, Finance, Securities Regulation
Education
University of Phoenix 2003 — 2006
MA, Organizational Management
University of Phoenix 2001 — 2003
Bachelor's Degree, Accounting, 3.6
Lauralton Hall
Diploma, College Prep
The Wharton School October 2013 - Present
South China Morning Post July 2009 - Present
Bain & Company July 2014 - August 2014
Credit Suisse June 2013 - August 2013
Deutsche Bank May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Financial Modeling, Research, Microsoft Word, Financial Analysis, Social Media, Economics
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.Sc.), Finance, Operation and Information, Management
German Swiss International School 2009 — 2011
GCE A-Levels
St. Paul's Co-Educational College 2004 — 2009
HKCEE
Pond Image Capital, LLC January 2013 - Present
Deutsche Bank January 2003 - January 2012
Skills
Equity Trading, Options Strategies, Portfolio Management, Equity Derivatives, Technical Analysis, Fundamental Analysis, Trading, Volatility, Hedge Funds, Long/Short Equity, Derivatives, Equities, Bloomberg, Fixed Income
Education
University of Pennsylvania
Bachelor of Arts (B.A.), Economics
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Accounting and Finance
PrintWithMe July 2014 - Present
GrubHub Inc. February 2013 - Present
Varsity Video LLC July 2007 - Present
Carpathia Communications LLC January 2015 - August 2015
Zest Health September 2014 - January 2015
Tagkast July 2014 - December 2014
Tagkast May 2011 - January 2013
Betterfly July 2010 - May 2011
Deutsche Bank May 2009 - August 2009
Bebetter LLC May 2008 - January 2009
Skills
Product Development, Software Project..., Product Management, Mobile Devices, User Experience, Start-ups, Marketing, Management, Web Analytics, Email Marketing, Entrepreneurship, Business Development, Agile Methodologies
Education
University of Pennsylvania - The Wharton School 2006 — 2010
B.S.
Goldman Sachs 2011 - Present
Deutsche Bank 2007 - 2011
Merrill Lynch 2002 - 2006
Skills
Investment Banking, Venture Capital, Wealth Management, Business Analysis, Private Equity, Mergers & Accquisition..., Business Strategy
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA), Finance and Economics, Honors
University of Toronto 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Electrical and Computer Engineering, Honors
Deutsche Bank March 2011 - Present
Bank of America September 2005 - December 2010
Citigroup May 2001 - September 2005
TEKsystems September 2000 - April 2001
Century 21 Department Stores March 1997 - September 2000
Skills
Active Directory, Computer Hardware, DNS, Technical Support, Disaster Recovery, Windows, TCP/IP, Operating Systems, VPN, Networking, Windows XP, Printers, System Administration, Troubleshooting, Vendor Management, Hardware, XP, Citrix, Software Installation, Laptops
Education
University of Phoenix 2006 — 2010
MBA, concentration on Technology Management (Degree not completed)
American Intercontinental University 2002 — 2005
Bachelor, Information Technology
Teknology Training Corp
MCP Windows 2000, Microsoft Certified Professional
Viceroy Computer CorpNew
A+, A+ Certification
Charles E Gorton 1989 — 1992
Barclays Corporate Banking May 2012 - Present
Barclays Capital March 2009 - May 2012
Barclays Capital November 2007 - March 2009
Barclays Capital November 2006 - November 2007
Barclays Capital June 2000 - November 2006
Deutsche Bank September 1993 - May 2000
Societe Generale December 1991 - September 1993
Manufacturers Hanover Trust April 1990 - December 1991
Skills
Strategy, Leadership, Management, Performance Management, Stakeholder Management, Due Diligence, Project Management, Middle Office, Fixed Income, Talent Management, Portfolio Management, Valuation, Mergers & Acquisitions, Coaching, Trading, Business Analysis, Operational Risk, Finance, Market Risk
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Concentration in Entrepreneurship
Saint John's University 1986 — 1990
BS, Quantitative Analysis
Onyx Renewable Partners, LP November 2014 - Present
Jounce Partners April 2011 - Present
The Alinea Group May 2013 - August 2013
D. E. Shaw & Co. January 2009 - May 2012
Deutsche Bank June 2007 - December 2008
Skills
Private Equity, Financial Modeling, Valuation, Hedge Funds, Due Diligence, Equities, Capital Markets, Investment Banking, LBO, Investments, Bloomberg, Equity Research, Mergers, Fixed Income, Alternative Investments, Strategy
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA), Double Major in Accounting & Finance
Yale University 2003 — 2007
BA, Political Science
Ridgewood High School 1999 — 2003
Diploma
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Deutsche Bank June 2013 - August 2013
Dalit Indian Chamber of Commerce and Industry May 2013 - June 2013
BNP Paribas June 2012 - September 2012
Face to Face September 2011 - December 2011
Hong Kong and Shanghai Banking Corporation June 2011 - August 2011
Skills
French, Spanish, Hindi, JMP, R, VBA, Financial Accounting, Corporate Finance, Microsoft Office, Microsoft Excel, Microsoft Access, Account Management, Foreign Exchange, Business Development, Finance, Financial Modeling, Management, Economics, Data Analysis, Valuation, Financial Analysis, PowerPoint, Public Speaking, Investment Banking, Leadership
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.Sc.) Economics, Finance
St.Christopher's School, Bahrain 1993 — 2011
A level Certification in Mathematics, Further Mathematics, Chemistry, Physics, Economics, ICT, Math, Phyiscs, Chemistry, Economics, ICT, A* grade achieved on all exams
Apple September 2014 - Present
Beats Music September 2013 - September 2014
Comcast May 2012 - August 2012
Sony Music Entertainment September 2009 - June 2011
Deutsche Bank June 2006 - February 2009
Skills
Business Strategy, Media Strategy, Digital Media, Corporate Development, Analytics, Competitive Analysis, Due Diligence, Entrepreneurship, Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Investment Banking, Mergers, Emerging Markets, Mergers & Acquisitions, Capital Markets, Business Development, Digital Strategy
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA
Wharton School, University of Pennsylvania 2002 — 2006
B.S.
trekaroo April 2014 - Present
Li Er Hanson July 2011 - Present
Homeschool Parent January 2006 - June 2007
Carmel Communications Pte. Ltd. February 2000 - June 2006
Rock Christian Academy 1998 - 1999
Martin/McGill Inc. 1994 - 1997
Deutsche Bank 1990 - 1993
Skills
Microsoft Excel, Microsoft Office, Project Management, Project Planning, Project Coordination, Bookkeeping, Graphic Design, Training, Microsoft Outlook, WordPress, Google Docs
Education
University of Pennsylvania - The Wharton School 1987 — 1990
Bachelor of Science in Economics
Hwa Chong Junior College, Singapore 1985 — 1986
Methodist Girls School 1981 — 1984
O-levels
Deutsche Bank July 2010 - Present
Deutsche Bank June 2009 - August 2009
Skills
Fixed Income, Derivatives, Rates, Interest Rate Swaps, Interest Rate..., Swaps
Education
University of Pennsylvania 2006 — 2010
Bachelor's Degree
Blair Academy 2002 — 2006
BMO Capital Markets July 2014 - Present
Waller Capital Partners November 2012 - March 2014
Deutsche Bank July 2010 - June 2012
Deutsche Bank July 2008 - July 2010
Skills
LBO, Leveraged Finance, Valuation, Hedge Funds, Capital Markets, Due Diligence, Equities, Financial Modeling, Financial Structuring, M&A experience, Investments, Fixed Income, Alternative Investments, Restructuring, Equity Research, Digital Media, Social Media, Entertainment
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (MBA), Finance
University of Pennsylvania Law School 2004 — 2008
JD, Law
Yeshiva 1999 — 2003
Bachelor's degree, Economics
Intent Media Inc. March 2014 - Present
Yext July 2013 - December 2013
Sonenshine Partners October 2012 - July 2013
Deutsche Bank July 2011 - September 2012
Deutsche Bank June 2010 - August 2010
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Competitive Analysis, Microsoft Excel, SQL, Data Analysis, Business Strategy, Analytics, Due Diligence, Finance, Corporate Finance, Mergers & Acquisitions
Education
Wharton School, University of Pennsylvania 2007 — 2011
Bachelor of Science (B.S.), Finance, Magna Cum Laude
BNP Paribas September 2014 - Present
Wing Lung Asset Management February 2012 - August 2014
Karsch Capital Management January 2006 - October 2010
Lazard Freres & Co. LLC July 2004 - January 2006
Rhone Group May 2003 - August 2003
Deutsche Bank June 2002 - August 2002
Skills
Hedge Funds, Private Equity, Investment Banking, Special Situations, Financial Modeling, LBO, Valuation, Equities, Equity Research, Investments, Alternative Investments, Capital Markets, Mergers & Acquisitions, Finance, Bloomberg, Investment Management, Emerging Markets
Education
University of Pennsylvania - The Wharton School 2001 — 2004
Bachelor of Science in Economics, Finance & Accounting
Livingston High School 1996 — 2000
Third Point LLC May 2002 - Present
Penske Business Media October 2012 - Present
Ception Therapeutics December 2006 - April 2010
3 Squared Capital May 2000 - 2001
Deutsche Bank July 1997 - May 2000
Skills
Valuation, Investments, Venture Capital, IPO, Capital Markets, Equities, Financial Modeling, Asset Management
Education
University of Pennsylvania - The Wharton School 1993 — 1997
B.S., Economics
Worldfab LLC September 2013 - Present
KeyAssets 2012 - September 2013
AEL Financial 2006 - 2012
Banc of America Leasing 1993 - 2006
Household International 1988 - 1993
Citicorp 1984 - 1988
Deutsche Bank 1974 - 1984
Skills
Portfolio Management, Credit, Finance, Syndications, Negotiation, Accounting, Joint Ventures, System Design, Leveraged Lending, Structured Finance, Loans, Loan Origination, Middle Market, Asset Based Lending, Commercial Lending, Capital Markets, Financial Structuring, Acquisitions, Financial Analysis, Corporate Finance
Education
Wharton School, University of Pennsylvania 1970 — 1974
BS Economics, Finance & Marketing
NYU Stern School of Business 1977 — 1979
MBA, Finance
Credit Suisse May 2008 - Present
Plaid August 2012 - Present
Datacoup February 2014 - Present
Cutcaster September 2008 - Present
Deutsche Bank September 2002 - April 2008
Skills
ETFs, Investment Banking, Equities, Delta One, Valuation, Financial Modeling, Bloomberg, Derivatives, Hedge Funds, Emerging Markets, Hedging, Market Making
Education
University of Pennsylvania - The Wharton School 1998 — 2002
Bachelor of Science (B.S.), Bachelor of Arts (B.A.), Finance, Economic History
Pasadena Polytechnic
Menlo Ventures September 2012 - Present
Credit Suisse July 2011 - August 2012
Deutsche Bank June 2010 - August 2010
Ennovance Capital LLC October 2009 - February 2010
Trophy Point Capital July 2009 - September 2009
Skills
Venture Capital
Education
University of Pennsylvania - The Wharton School 2008 — 2011
Bachelor of Science (B.S.), Economics
Metlife Bank August 2011 - Present
Application Security, Inc. December 2008 - August 2011
Deutsche Bank 2006 - 2008
Goldman Sachs 2005 - 2006
Career Center 1998 - 2005
Skills
Budgeting, Administration, Office Management, Scheduling, Coordination, Event Management, Event Planning, Corporate Real Estate, Administrative Support, Budgets
Education
University of Phoenix
Bachelor of Science in Business/Administration
ASA 1996 — 1998
AET, er Programming & Information Technology
Follow Us LLC April 2013 - Present
Deutsche Bank 2006 - 2009
Education
University of Pennsylvania
Bachelor of Applied Science (BASc), Systems Engineering, with honors
University of Pennsylvania
Master's degree, Environmental Systems Engineering
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics (BSE), Concentrations in Finance and Marketing, with honors
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Concentrations in Statistics and Accounting
Universal Music Group May 2014 - Present
Warner Music Group March 2006 - May 2014
Deutsche Bank 2005 - 2006
Bear Stearns 2000 - 2005
Skills
Investment Banking, Investor Relations, Financial Modeling, Corporate Development, Mergers & Acquisitions, Strategy, Valuation, Strategic Partnerships, Digital Media, Financial Analysis, Competitive Analysis, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA
Yale University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Brevan Howard October 2012 - Present
Deutsche Bank 2006 - October 2012
Caxton Associates 2003 - 2006
The World Bank 1985 - 1993
Skills
Derivatives
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
InterMune 2014 - 2015
Actelion 2012 - 2014
Genentech 2011 - 2012
Genentech 2010 - 2010
Roche 2007 - 2010
F Hoffmann-La Roche 2005 - 2007
Deutsche Bank 2002 - 2005
Feinstein Kean Healthcare 1998 - 2000
CBR Institute for Biomedical Research 1995 - 1998
Skills
Market Research, Oncology, Managed Care, Immunology, Biotechnology, Pharmaceutical Industry, Strategy, Commercialization, Diabetes, Pharmaceutical Sales, Therapeutic Areas, Hospital Sales, Leadership, Pharmaceutics, Product Launch, Cross-functional Team...
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Healthcare Management & Finance
Vassar College 1991 — 1995
BA, Chemistry
Mile Square Capital Partners LLC December 2009 - Present
Celtic Capital Management July 2009 - June 2010
Sunrise Senior Living July 2005 - October 2008
Lucent Technologies July 2002 - January 2005
Deutsche Bank August 1999 - July 2002
MCI August 1996 - July 1997
Ernst & Young September 1992 - July 1996
Skills
Corporate Development, Private Equity, Mergers, Finance, Accounting, Investment Banking, Capital, Financial Transactions, Capital Raising, M&A experience, Valuation, Financial Modeling, Investor Relations, Venture Capital, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Villanova University 1988 — 1992
BS
Tiger Global Management 2014 - Present
NI Design / Naiel.com November 1999 - Present
Caxton HAWK, associated with Caxton Associates 2011 - 2014
JPMorgan 2007 - 2011
JPMorgan 2006 - 2007
Deutsche Bank June 2005 - August 2005
Cogent Partners June 2004 - August 2004
Skills
Equities, Trading, Fixed Income, Global Macro, Quantitative Analytics, FX Options, Portfolio Management, Quantitative Analysis, Emerging Markets, Python, VBA, C#, Commodity, Investment Banking, Bloomberg, Hedging
Education
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics
Plano East Senior High 2000 — 2002
High School
Deutsche Bank 1997 - 2012
Coeur d'Alene Mines Corporation 2006 - 2009
Vitale Borghesi & Co 1995 - 1996
Kidder Peabody 1990 - 1995
Kidder Peabody 1986 - 1988
Skills
Series 24, 7, 63
Education
Wharton Business School 1988 — 1990
Master of Business Administration (MBA), Finance, General
Williams College 1982 — 1986
Bachelor of Arts (BA), Economics
Viacom Media Networks February 2015 - Present
Viacom Media Networks October 2010 - Present
MTV Networks April 2008 - September 2010
MTV Networks May 2007 - April 2008
MTV Networks July 2005 - May 2007
Turner Broadcasting System 2004 - 2004
Viacom / CBS Internet Group 2000 - 2003
Deutsche Bank 1998 - 2000
Skills
Online Video, Digital Media, Digital Distribution, Strategic Partnerships, New Media, Mobile, Web Video, Corporate Finance, Digital Strategy, Content Strategy, Mobile Devices, Strategy, Mobile Applications, Digital Marketing, Advertising, Business Development
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Strategic & Entrepreneurial Management
University of Pennsylvania - The Wharton School 1994 — 1998
BS Economics, Finance
Deutsche Asset & Wealth Management August 2004 - Present
Deutsche Bank 1999 - 2004
Bankers Trust Company 1994 - 1999
KPMG Peat Marwick 1989 - 1994
Skills
Liquidity Management, Asset Managment, Financial Markets, Cash Management, Investment Strategies, Investments, Treasury Services, Certified Treasury..., Payment Industry, Money Market Funds, Management Consulting, Institutional Sales, Relationship Management, Banking, Asset Management, Corporate Finance, Portfolio Management, Asset Allocation, Capital Markets, Financial Risk, Investment Management, Financial Modeling, Risk Management
Education
University of Pennsylvania 1983 — 1986
BA, Psychology
Deutsche Bank 2013 - Present
Blue Wolf Capital Management 2009 - 2012
GoldenTree Asset Management 2006 - 2008
American Capital Strategies 2004 - 2006
Gleacher Partners 2002 - 2003
Skills
Private Equity, Valuation, Hedge Funds, Financial Modeling, Equities, Investment Banking, Venture Capital, Alternative Investments, Capital Markets, Due Diligence, Investments, Fixed Income, Bloomberg, Asset Management, Corporate Finance, Emerging Markets, Mergers & Acquisitions, LBO, Equity Research, High Yield
Education
University of Pennsylvania - The Wharton School 1997 — 2001
BS, Economics
Deutsche Bank June 2014 - Present
Wingman (Formerly ProductStructure) March 2013 - Present
Defy Ventures February 2014 - Present
Deutsche Bank July 2008 - March 2013
Lehman Brothers Bank 2007 - 2007
Gabelli Asset Management 2003 - 2005
Skills
Financial Modeling, Equities, Fixed Income, Bloomberg, Capital Markets, Financial Analysis, Trading, Strategy, Portfolio Management, Risk Management, Competitive Analysis, Venture Capital, Entrepreneurship, Business Strategy, Options, Analysis, Product Management
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA/MA, Lauder Program - Finance / Chinese
University of Pennsylvania - The Wharton School 2003 — 2007
BS/BA, Huntsman Program - Finance / East Asian Studies
Hackley 1990 — 2003
High School
LeapFrog Systems Boston & North Carolina April 2007 - Present
Blue Cross Blue Shield of North Carolina - BCBSNC November 2004 - April 2007
WSI Miklos Solutions Ltd. January 2003 - November 2004
Morgan Stanley Dean Witter June 2002 - January 2003
Deutsche Bank November 2000 - April 2002
JP Morgan July 1996 - November 2000
Goldman Sachs June 1989 - July 1996
Skills
Agile Project Management, Business Analysis, Financial Services, Integration, MS Project, Management, PMO, PMP, Process Improvement, Program Management, Project Management, Project Portfolio..., Requirements Analysis, SDLC, Software Project..., Team Leadership, Vendor Management, Web Applications, Requirements Gathering, Testing
Education
University of Pennsylvania - The Wharton School 1985 — 1989
University of Pennsylvania - The Wharton School
Glenview Capital December 2014 - Present
Glenview Capital March 2013 - December 2014
Glenview Capital January 2010 - March 2013
Merrill Lynch May 2008 - December 2009
Merrill Lynch June 2007 - August 2007
Deutsche Bank June 2006 - August 2006
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BSE, Finance
Deutsche Bank July 2015 - Present
Wynn Las Vegas April 2010 - June 2013
Wynn Las Vegas September 2008 - April 2010
Wynn Las Vegas July 2008 - September 2008
Skills
Property Management..., Pre-opening, Online Travel, Hospitality, Management, Gaming, Casino, International Travel, Hotels, Finance, Hospitality Management, Resorts, Corporate Finance, Valuation, Online Gaming
Education
University of Pennsylvania - The Wharton School 2013 — 2015
MBA, Real Estate and Finance
University of Southern California 2004 — 2008
BA, International Relations
ThoughtWorks February 2015 - Present
ACIC / M3 Management System October 2007 - Present
Pfizer December 2012 - December 2014
Deutsche Bank May 2012 - September 2012
BlackRock February 2012 - May 2012
Ernst & Young May 2011 - February 2012
Pfizer September 2009 - May 2011
Interoute March 2008 - January 2009
Interoute Czech s.r.o. March 2008 - January 2009
DHL November 2004 - September 2007
Skills
IT Strategy, Cross-functional Team..., Service Delivery, Leadership, Program Management, IT Service Management, Business Process..., Managed Services, Project Portfolio..., PMO, Integration, PMP, ITIL, PRINCE2, Vendor Management, Project Delivery, Telecommunications, Certified Project..., Change Management, Six Sigma, Performance Management, Management, Banking, Business Analysis, Logistics, Pharmaceutics, Video, Strategy, SDLC, Consulting, Information Technology, IT Management, Governance, Enterprise Software, Outsourcing, Team Leadership, Data Center, Process Improvement, SharePoint, Business Process, Cloud Computing, Business Intelligence, Microsoft Project, IT Operations, Project Planning, Analysis, Infrastructure, Software Project..., Testing, CRM
Education
Project Management Institute 2007 — 2007
PMP
University of Phoenix 1998 — 2001
N/A
University of Saint Thomas - School of Business 1983 — 1999
Credit Suisse 2015 - Present
Deutsche Bank 2010 - 2015
Sophis 2004 - 2010
Skills
Derivatives, Equity Derivatives, Trading Systems, Risk Management, Fixed Income, Credit Derivatives, Investment Banking, Capital Markets, Financial Markets, Equities, Options, Interest Rate..., FX Options, Hedge Funds, Market Risk, Structured Products, Market Data, Trading, Swaps, Electronic Trading, Middle Office
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
Ecole Supérieure des Affaires 1999 — 2001
Masters, Finance and Management
Université Saint Joseph 1994 — 1999
ME, Electrical Engineering
Lycee Francais
AUA Private Equity Partners November 2009 - Present
Tijuana Flats Tex-Mex August 2015 - Present
Raymundos Food Group March 2015 - Present
Associated Supermarket Group December 2012 - Present
Columbus Nova August 2007 - 2009
Deutsche Bank 2005 - 2007
Education
University of Pennsylvania - The Wharton School 2000 — 2004
Deutsche Bank February 2002 - Present
Skills
Structured Finance, CDO, ABS, MBS, Securitization, Capital Markets, Financial Structuring, Fixed Income, Bonds, Bankruptcy, Credit Derivatives, Investment Banking, Special Situations, Debt Restructuring, Workout, Loan Origination, High Yield, Structured Products, CLO, Financial Modeling, Derivatives, Structuring, Debt, Origination, Securities, Corporate Finance, Project Finance
Education
University of Pennsylvania - The Wharton School
BS Economics, Finance
Marathon Capital January 2009 - Present
JP Morgan Chase May 2007 - January 2009
Deutsche Bank 2004 - 2007
Baker Hughes 1998 - 2002
Education
University of Pennsylvania - The Wharton School
Providence Equity Partners 2004 - Present
Deutsche Bank 2002 - 2004
Education
University of Pennsylvania - The Wharton School 1998 — 2002
Conestoga Capital Advisors June 2013 - Present
PENN Capital Management May 2011 - April 2013
Deutsche Bank June 2007 - November 2009
SMART Business Advisory and Consulting 2005 - 2007
Deloitte July 2004 - November 2005
Skills
Financial Modeling, Valuation, Bloomberg, Equities, Equity Research, Hedge Funds, Fixed Income, Capital Markets, Asset Managment, Investments, Alternative Investments, Portfolio Management, Financial Analysis, Due Diligence, Mutual Funds, Asset Allocation, Equity Valuation
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance
University of Richmond - Robins School of Business 2000 — 2004
Bachelor of Science, Economics and Accounting
Deutsche Bank June 2009 - Present
Deutsche Bank April 2005 - June 2009
Education
University of Pennsylvania - The Wharton School 2000 — 2004
Bachelor of Science (BS), Economics
Disaster TV April 2010 - Present
Give TV March 2011 - December 2013
Bank of America 2005 - 2007
Bank of England MPC September 1999 - September 2000
Deutsche Bank January 1999 - December 1999
Hypothesis Macrofund July 1997 - December 1998
Steinhardt Management January 1997 - June 1997
Soros Fund Management October 1996 - February 1997
UBS Investment Bank January 1996 - October 1996
The Wharton School December 1994 - May 1996
Skills
Options, Financial Markets, Trading, Entrepreneurship, Investments, Hedge Funds, Finance, Management, Marketing, Bloomberg, Training, Venture Capital, Start-ups, Mergers & Acquisitions, Equities, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1992 — 1997
BSc Economics, Finance and Statistics
Mount Sinai Innovation Partners February 2014 - Present
PMC Consultants January 2008 - January 2014
First Manhattan Co. July 2004 - December 2007
PMC Consultants 2000 - 2004
Deutsche Bank 1995 - 2000
Synthes 1993 - 1995
GlaxoSmithKline 1987 - 1991
Skills
Asset Management, Equities, Financial Analysis, Pharmaceuticals, Financial Modeling, Life Sciences, Hedge Funds, Investments, Securities, Asset Managment, Entrepreneurship, Competitive Analysis, Venture Capital, Business Planning, Business Development, Strategy, Valuation, Bloomberg, Mergers & Acquisitions, Private Equity
Education
University of Pennsylvania - The Wharton School 1991 — 1993
Master of Business Administration (MBA), Finance, General
Washington University in St. Louis 1983 — 1987
B.A., Biology
Deutsche Bank August 2010 - Present
Barclays Capital September 2008 - July 2010
Lehman Brothers July 2004 - September 2008
Education
University of Pennsylvania - The Wharton School 1991 — 1993
Redwood Trust April 2012 - Present
Wells Fargo Bank 2010 - May 2012
Deutsche Bank 2001 - 2008
Drinker Biddle & Reath LLP 1998 - 2000
Cadwalader, Wickersham & Taft LLP 1996 - 1998
Education
University of Pennsylvania Law School 1993 — 1996
J.D., Law
University of Pennsylvania 1990 — 1993
B.A., English
Citi March 2014 - Present
Deutsche Bank November 2011 - February 2014
Brown Brothers Harriman November 2007 - November 2011
BNY Mellon December 2000 - October 2007
Skills
Corporate Actions, Account Reconciliation, Global Custody, Fund Accounting, Tax, Auditing, General Ledger, Back Office, Risk Management, Internal Controls, Middle Office, Microsoft Excel, Hedge Funds, Banking, Securities, Mutual Funds, Financial Services, Equities, Finance, Investments, Financial Analysis, Fixed Income, Asset Management, Bloomberg, Derivatives, Financial Modeling, Mergers & Acquisitions, Investment Banking, Portfolio Management, Settlement, Series 7, Credit, Capital Markets, Cash Management, Client Services, Valuation, Trading
Education
The University of Phoenix 2003 — 2009
Finance, Business
WebMD August 2013 - Present
HealthiNation March 2011 - Present
AOL August 2010 - February 2011
Goldin Associates November 2008 - July 2010
HBK Capital Management August 2006 - October 2008
Deutsche Bank 2005 - 2006
Skills
Financial Modeling, Analytics, Financial Analysis, Competitive Analysis, Valuation, Strategy, Corporate Finance
Education
University of Pennsylvania/Wharton School 2000 — 2005
Bachelor of Science in Economics, Business and Engineering
Wharton School, University of Pennsylvania 2000 — 2005
Bachelor of Economics, Management, Business and Public Policy
NYC Department of Education September 2013 - Present
NYC Department of Education June 2013 - August 2013
Triumph Learning November 2011 - December 2012
IMS Health May 2003 - September 2011
Arrow Electronics February 2001 - February 2003
RH DONNELLEY January 1995 - September 2000
Dun and Bradstreet 1986 - 1994
Grant Thornton July 1982 - October 1986
Urban Business Assistance Corporation June 1981 - May 1982
Deutsche Bank February 1979 - August 1980
Skills
Budgets, Forecasting, Consolidation, Streamlining, Scorecard Management, Strategy Alignment, Strategic Forecasting, Modeling, Valuation, DCF Valuation, Foreign Currency..., Investor Relations..., Microsoft Excel, PowerPoint, Hyperion Planning, Essbase, Smartview, Training, Supervisory Experience, Financial Analysis, Publishing, International Business, Public Companies, Private Companies, Professional Services, Healthcare, Corporate Budgeting, Planning Budgeting &..., Budget Forecasts, Acquisition Integration, Analysis
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania - The Wharton School
BS, Management
Deutsche Bank April 2011 - Present
Broadridge February 2010 - March 2011
Novarum July 2008 - January 2010
Citigroup 2005 - June 2008
Citigroup 2002 - 2005
Citigroup July 1999 - 2002
Skills
Credit Derivatives, Capital Markets, Counterparty Risk, Financial Reporting, Fixed Income, Strategy, Derivatives, Investment Banking, Financial Modeling, Valuation, Bloomberg, Structured Products, Equities, Portfolio Management, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1995 — 1999
BSE, Finance and Management
Deutsche Bank 2014 - Present
Ernst & Young Capital Advisors 2011 - 2014
Bank of America Merrill Lynch 2009 - 2011
Merrill Lynch 2006 - February 2009
Towers Perrin 2001 - 2004
JPMorgan 2000 - 2001
Skills
Capital Markets, Mergers & Acquisitions, Strategy, Valuation, Healthcare, Investment Banking, Mergers, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Healthcare and Finance
Wesleyan University 1996 — 2000
Bachelors, Economics and Government
AXA Investment Managers July 2015 - Present
Edge Principal Advisors August 2013 - July 2015
Deutsche Bank July 2011 - July 2013
The Wharton School September 2008 - May 2011
University of Pennsylvania Student Federal Credit Union September 2007 - May 2011
Deutsche Bank June 2010 - August 2010
Mindspark Interactive Network, Inc. June 2009 - January 2010
Carlton Group June 2009 - September 2009
Shanghai Stock Exchange July 2008 - August 2008
March of Dimes April 2005 - September 2007
Skills
Mandarin, Microsoft Office, VBA, Analysis, Strategy, Project Management, Management, Financial Analysis, Data Analysis, Strategic Planning, Financial Modeling, Valuation, Investment Banking, Microsoft Excel, Finance
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S. Economics, Finance, Operations and Information Management & College Minor in Music
Brigade Capital Management August 2012 - Present
Deutsche Bank May 2009 - June 2012
Citadel Investment Group 2005 - 2008
Credit Suisse First Boston July 2002 - July 2005
Credit Suisse First Boston July 2000 - July 2002
CIBC World Markets July 1999 - July 2000
Education
University of Pennsylvania 1995 — 1999
BA, International Relations
Deustche Bank July 2010 - May 2014
Deutsche Bank June 2009 - August 2009
SeventySix Capital (formerly ETF Venture Funds) January 2009 - May 2009
Barclays Wealth June 2008 - August 2008
Skills
Series 7, Bloomberg, High Yield, Analysis, Leveraged Finance, Fixed Income, Financial Markets, Series 63, Asset Allocation, Economics, Bonds, Capital Markets, Portfolio Management, Investments
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania 2006 — 2010
Bachelor of Arts (BA), Economics
Deutsche Bank April 2013 - Present
Bank of America/Merrill Lynch August 2010 - April 2013
Bank of America/Merrill Lynch March 2007 - August 2010
Fidelity Investments September 2006 - January 2007
Citigroup June 2003 - September 2006
Citigroup March 1997 - September 2006
Citigroup October 2002 - June 2003
Citigroup June 2001 - September 2002
Citigroup March 2000 - June 2001
Citigroup January 1999 - January 2000
Skills
Team-oriented, Microsoft Office, Business Analysis, Process Improvement, SharePoint, Troubleshooting, Customer Service, Training, Microsoft Excel, Knowledge Management, Disaster Recovery, Help Desk Support, Operating Systems, XP, Project Management, Computer Hardware, Technical Support, Active Directory, ITIL, Servers, Data Center, Windows 7, Windows Server, Enterprise Architecture, BMC Remedy, IT Management, Microsoft Exchange, Call Centers, Information Technology, IT Service Management, System Administration, Software Documentation, Business Process..., Hardware, Visio, Management, Security, Incident Management, IT Operations, Databases, System Deployment, Networking, IT Strategy, Service Delivery, Vendor Management, SDLC, Lotus Notes, Access, Requirements Analysis, Integration
Education
University of Phoenix 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General, 3.86
University of Phoenix 2000 — 2008
Bachelor of Science (B.S.), Business/Commerce, General/E-business, 3.7
First Data Corporation 2015 - Present
Capital One April 2014 - 2015
RBS CITIZENS BANK September 2008 - April 2014
Citibank 2004 - 2008
Deutsche Bank 2001 - 2004
Citibank 1990 - 2001
Skills
Banking, Cash Management, Credit, Portfolio Management, Treasury Management, Business Development, Payments, Risk Management, Strategic Planning, Financial Risk, Credit Risk, Financial Services, Relationship Management, Sales, Management, Strategy, E-commerce, Trade Finance, Retail Banking, Continuous Improvement, Internet Banking, Value Creation, Commercial Lending, Strategic Planning..., Staff Coaching &..., Global Sales Management, Investments, Capital Markets, Leadership, Multimillion-Dollar..., Turnaround &..., Sales Growth, Sales & Marketing..., Solution Selling, Sales Forecasting, Complex Contract..., Client Education, Budget Administration, Multimillion-Dollar P&L, Crises Management, Policy Formulation, Consultative Sales..., Sales Team Leadership &..., Profit Margin Increases, Compliance Management, Market Analysis, Public Speaking, Client Retention..., Emerging Markets, Global Cash Management
Education
Iona College
Bachelor of Business Administration, Major in Finance
University of Pennsylvania - The Wharton School
Strategic Risk & Managing Value Creation
University of Virginia Darden School of Business
18-Month Management Associate Program
University of Virginia Darden School of Business
E-Commerce Executive Education Advanced Credit & Risk Training Program
Dawn Connell's Household March 2008 - Present
Bank of America October 2005 - March 2008
Wachovia Bank September 2002 - September 2005
Deutsche Bank June 2001 - August 2002
Deloitte & Touche December 1998 - May 2001
Skills
Operational Risk, Operational Risk..., Risk Management, Financial Risk, Banking, Enterprise Risk..., Basel II, Governance, Capital Markets, Business Process..., Risk Assessment, Strategy, Financial Services, Retail Banking, Analysis, Management
Education
University of Pennsylvania - The Wharton School 1994 — 1998
BSE, Marketing and Operations, Process, and Information Management
Real Estate Asset Disposition Corp March 2012 - Present
Deutsche Bank August 2009 - October 2011
BANK OWNED SERVICES October 2008 - May 2009
Green River Capital October 2007 - October 2008
ABN AMRO April 2005 - October 2007
Wachovia Account April 2002 - April 2005
Wachovia Account November 2001 - April 2002
Bank of America February 2001 - November 2001
Bank of America May 1999 - February 2001
Skills
REO, Foreclosures, Valuation, Asset Management, Default, Services Agreements, Breach Of Contract, Mortgage Insurance, Appraisal, BPO
Education
University of Phoenix 2002 — 2004
Bachelor of Science, Management
FLORIDA COMMUNITY COLLEGE 1996 — 1998
Associate of Arts
Florida Real Estate Institute
New Horizons Computer Learning Centers
STATE OF FLORIDA
RBC Capital Markets August 2013 - Present
Deutsche Bank August 2010 - July 2013
UBS Investment Bank August 1997 - June 2010
Skills
Investment Banking, Mergers & Acquisitions, Strategic Planning, Consumer Products, Food & Beverage, Valuation, Private Equity, Capital Markets, Corporate Development, Corporate Finance, LBO, Financial Structuring, M&A experience
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Jet Capital Management January 2009 - Present
Morgan Stanley July 2003 - May 2008
Deutsche Bank February 2000 - May 2003
Bear Stearns February 1998 - February 2000
Solomon Smith Barney January 1994 - January 1998
Education
University of Pennsylvania Law School 1988 — 1991
JD
University of Pennsylvania - The Wharton School 1984 — 1988
B.S., Economics
Brevan Howard September 2012 - Present
Brevan Howard 2012 - 2013
Deutsche Bank September 2006 - September 2012
Bank of America Securities 2003 - 2006
Merrill Lynch 1987 - 2003
Skills
Structured Products, Fixed Income, Hedge Funds, Derivatives, Capital Markets, Emerging Markets, Interest Rate..., Portfolio Management, Investment Banking, Trading, Equities, Financial Markets, Alternative Investments, Investments, Proprietary Trading, Asset Allocation, Bloomberg, Bonds, Swaps, Credit Derivatives, Equity Derivatives, Asset Management
Education
Wharton School, University of Pennsylvania 1985 — 1987
MBA, Finance
American Securities July 2014 - June 2015
American Securities August 2012 - June 2014
Deutsche Bank July 2010 - August 2012
Nomura June 2009 - August 2009
Morgan Stanley September 2008 - November 2008
Lehman Brothers June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science (BS), Finance, Accounting, Management
Deutsche Bank July 2015 - Present
Perficient July 2015 - Present
Credit Suisse June 2000 - July 2015
AAJ Technologies February 1999 - June 2000
Carnival Cruise Line February 1999 - 1999
Skills
Business Analysis, PMP, Requirements Gathering, MS Project, Microsoft SQL Server, .NET, C#, ASP, SDLC, Software Project..., Fixed Income, Requirements Analysis, Risk Management, Inspiring People, People-oriented, Waterfall, Software Development, Integration, Visual Basic, Investment Banking, IT Strategy, PMO, SQL, Enterprise Architecture, Project Management, Program Management, Architecture, Data Warehousing, Sybase, Project Portfolio..., Databases, Data Modeling, Architectures
Education
University of Phoenix 2006 — 2007
MIS, Computer Science
Pak-American Institute of Management Sciences 1993 — 1994
Master of Business Administration (MBA), Finance, Marketing
University of the Punjab, Lahore
Bachelor's degree, Maths, Physics
Goldman Sachs March 2006 - January 2014
Deutsche Bank January 2001 - March 2006
Addecco and Leafstone Staffing Services November 2003 - February 2004
Skills
Fixed Income, Travel Arrangements, Equities, Asset Management, Bloomberg, Investment Banking, Hedge Funds, Investments, Concur, Financial Services, Alternative Investments, Expense Management, Calendaring, PowerPoint, Event Planning
Education
University of Phoenix
Candidate for B.A. 2015, Economics
My Pet Friends August 2009 - Present
Berks and Beyond Employment Services Inc March 2011 - July 2012
Berks and Beyond Employment Services Inc 2011 - 2012
My Pet Friends August 2009 - March 2011
The Warner Companies June 2006 - July 2009
Deutsche Bank December 1989 - November 2005
Skills
Unclaimed Property..., Account Reconciliation, Bank Reconciliation, Payroll, Sourcing, Sales, ADP Payroll, Cash, Interviews, Cash Receipts, Data Entry, Balance, Expenses, Financial Statements, Customer Service, Strategic Planning, Microsoft Office, Risk Management, Management, Banking, Investments, Financial Analysis, Portfolio Management, Team Building
Education
University of Phoenix 2009 — 2014
Bachelors Degree (BS), Accounting, 3.70 GPA
Franklin Senior High Scool 1983 — 1985
Diploma, Academic
UBS O'Connor June 2013 - Present
Deutsche Bank July 2010 - September 2012
Goldman Sachs October 2007 - April 2010
Goldman Sachs June 2005 - October 2007
Goldman Sachs November 2000 - June 2005
Goldman Sachs May 1996 - November 2000
Skills
Investment Banking, Fixed Income, Hedge Funds, Alternative Investments, Credit Derivatives, Capital Markets, Structured Products, Trading, Asset Management, Portfolio Management, Investments
Education
Wharton School, University of Pennsylvania 1991 — 1995
Bachelor of Science (BS), Finance and Economics
AXA US April 2015 - Present
AXA Corporate Solutions Life Re 2010 - Present
AXA US 2009 - Present
AEGON 2003 - 2009
US Treasury Department 1999 - 2003
Deutsche Bank 1995 - 1998
Goldman Sachs 1989 - 1994
Skills
Sarbanes-Oxley Act, Consulting, Credit, Economics, Team Building, FX Options, Actuarial Science, Capital Markets, Derivatives, Economic Capital, Financial Markets, Financial Services, Fixed Income, Portfolio Management, Risk Management
Education
University of Pennsylvania - The Wharton School 1986 — 1989
Credit Suisse November 2014 - Present
Deutsche Bank August 2013 - November 2014
Deutsche Bank June 2012 - August 2012
Deutsche Bank June 2011 - August 2011
Citi July 2010 - August 2010
Drishtee May 2010 - July 2010
Skills
Financial Analysis, Equity Research, Valuation, Bloomberg, Data Analysis, Corporate Finance, Investments, VBA, Research, Strategy, Microsoft Office, Financial Accounting, Series 7, Series 63, Investment Banking
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S. in Economics, Finance, Operations and Information Management, Summa Cum Laude
Saint Maur International School 1997 — 2009
International Baccalaureate Diploma
AlpInvest Partners April 2013 - Present
GoldPoint Partners LLC July 2010 - April 2013
Deutsche Bank June 2008 - June 2010
Morgan Stanley January 2007 - May 2007
Allstate Insurance May 2006 - September 2006
Skills
Finance, Private Equity, Mergers & Acquisitions, Investments, Corporate Finance, Valuation, Investment Banking, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science, Concentrations in Finance and Marketing
Dulles High School
National Bank of Canada Director, Oil Derivatives TradingSuncor Energy2003 - 2008
AIG 2001 - 2003
Deutsche Bank 1999 - 2001
Bankers Trust 1998 - 1999
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Barbara Cleary's Realty Guild April 2010 - Present
Steel Homes, LLC May 2007 - 2012
Merrill Lynch September 2002 - May 2007
Deutsche Bank 1998 - 2003
Gavin Brackenridge & Co. Inc April 1975 - April 2000
Barclay Investments, Inc. February 1992 - March 1998
McDonnell & Co. NY Inc 1980 - 1992
National Home Settlers 1971 - 1980
Skills
Hedge Funds, Fixed Income, Investments, Derivatives, Real Estate, Strategic Planning, Investment Banking, Mutual Funds, Financial Modeling, Bloomberg, Private Equity, Fundraising, Asset Managment, ETFs, Series 63, Series 7, Venture Capital, Securities, Financial Analysis, Asset Management
Education
University of Pennsylvania - The Wharton School 1965 — 1971
BSE, International Business
Salisbury School 1960 — 1964
Riverdale Country School
Deutsche Bank April 2013 - Present
Citi March 2010 - April 2013
Citi January 2011 - 2011
Merrill Lynch 2005 - 2009
Skills
PMO, Process Improvement, Project Management, Risk Management, Financial Analysis, Banking, Equities, Six Sigma, Vendor Management
Education
University of Phoenix 2005 — 2010
Bachelors, Business Administration
Wedbush Securities March 2013 - Present
Loewen Ondaatje McCutcheon August 2012 - March 2013
Collins Stewart September 2010 - February 2012
Deutsche Bank 2002 - 2010
Education
University of Pennsylvania 1991 — 1995
BA, Biology
Advisors Asset Management, Inc. September 2011 - Present
Texel Fixed Income Hedge Fund January 2007 - August 2011
Huxley Capital Management 2008 - 2009
Texel Fixed Income Hedge Fund March 2005 - December 2007
GMAC-RFC July 2003 - March 2005
Lehman Brothers March 2000 - September 2001
Deutsche Bank July 1999 - March 2000
Bankers Trust August 1994 - July 1999
Goldman Sachs May 1993 - July 1993
Macquarie Group January 1988 - August 1992
Skills
Structured Products, Portfolio Management, Options, Investment Strategies, Private Equity, Hedge Funds, Investment Banking, Risk Management, ABS, MBS, CDO, Bloomberg, Alternative Investments, Arbitrage, Venture Capital, Start-ups, Equity Derivatives, Equity Trading, Credit Analysis, Due Diligence, Microsoft Excel, Accounting, Options Strategies, Relative Value Trading, Technology, Convertible Bonds, CLO, Correlation Trading, Black-Scholes, Chartered Financial..., Financial Risk..., Investment Selection, Investment Valuation, Family Office, Principal Investments, Principal Investing, Fixed Income Strategies, Fixed Income Portfolio..., Trading Floor, Entrepreneurship, Bond Markets, Equity Capital Markets, Analytical Models, Lateral Thinking
Education
Wharton School, University of Pennsylvania 1992 — 1994
MBA, Palmer Scholar, Finance, Management
University of NSW 1984 — 1987
Bachelor of Commerce (B.Com.) - Honors, Accounting and Finance
Deutsche Bank January 2014 - Present
Deutsche Bank July 2011 - December 2013
Skills
Valuation, Financial Modeling, Due Diligence, Financial Analysis, Investments, Private Equity, Asset Management, Investment Banking, Real Estate, Bloomberg, Microsoft Excel, Portfolio Management, Capital Markets, Analysis, Fixed Income, Economics, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science (BS), Economics
MGG Investment Group, LP October 2014 - Present
AEA Investors LP July 2011 - October 2014
Deutsche Bank June 2008 - June 2011
Wells Fargo Bank May 2007 - August 2007
Skills
Investment Banking, Mezzanine, Valuation, Private Equity, Financial Modeling, LBO, Corporate Finance, Leveraged Finance, Due Diligence, Capital IQ, Corporate Development, Alternative Investments, Mergers & Acquisitions, M&A experience, Securities, Fixed Income, DCF
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS - Economics, Finance, Operations Information Management
Loyalsock Township High School 2000 — 2004
Court Square Capital Partners October 2014 - Present
Evercore Partners June 2013 - September 2014
Evercore Partners June 2012 - August 2012
Deutsche Bank June 2011 - August 2011
Par Pharmaceutical June 2010 - August 2010
Skills
Mergers & Acquisitions, Investment Banking, Business Development, Valuation, Financial Modeling, Financial Analysis
Education
Wharton School, University of Pennsylvania 2009 — 2013
Bachelor of Science in Economics, Finance, Accounting
Don Bosco Preparatory High School 2005 — 2009
Deutsche Bank Securities June 2014 - Present
UBS Wealth Management July 2012 - February 2014
UBS Wealth Management January 2012 - July 2012
Deutsche Bank 2007 - 2011
ThinkCentric, Inc. 2004 - 2007
Cicero Inc. 2002 - 2003
Merrill Lynch 1995 - 2001
Capgemini 1993 - 1995
Design Integrity Systems 1988 - 1993
Pepper, Hamilton & Scheetz 1986 - 1988
Skills
Financial Services, ITIL, Portfolio Management, Requirements Analysis, Outsourcing, IT Strategy, Program Management, Asset Managment, Trading Systems, Integration, Trading, Securities, Strategy, Management, Asset Management, Cloud Computing, Data Center, Risk Management, Management Consulting, Project Management, Analysis, Databases, Infrastructure, Vendor Management, Enterprise Architecture, Information Technology, Governance, Business Analysis, Project Portfolio..., SDLC, PMO, Architecture, IT Management, Professional Services, Software Project..., Project Delivery, Oracle, Solution Architecture, Business Process, Business Intelligence, Business Process..., Business Transformation, Architectures
Education
University of Pennsylvania 1969 — 1973
BA, Mathematics
PointState Capital Management January 2011 - Present
Duquesne Capital Management May 2005 - December 2010
Deutsche Bank August 1998 - April 2005
Education
University of Pennsylvania - The Wharton School 1994 — 1998
BS, Economics, concentration in Strategic Management
Deutsche Bank August 2014 - Present
Bank of America May 2005 - July 2014
Skills
Fixed Income, Capital Markets, Emerging Markets, Investment Banking, Derivatives, Equities, Trading, Bonds, Financial Markets, Investments, Financial Modeling, Structured Finance, Credit
Education
Wharton School, University of Pennsylvania
Credit Suisse July 2009 - Present
Deutsche Bank July 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, VBA, Business Strategy, Strategic Consulting, Marketing Strategy, Strategic Planning, Microsoft Office, Email Marketing, Social Media, Social Media Marketing, Microsoft Excel, Customer Service, Project Management, Microsoft Word, PowerPoint, Change Management, Banking, Negotiation, SQL
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science (BS), Finance, General
Aston Peak June 2015 - Present
Deutsche Bank October 2014 - June 2015
Winstone Capital October 2013 - October 2014
Oxgem November 2012 - June 2013
Standard Bank June 2010 - November 2011
Goldman Sachs September 2008 - June 2010
Lehman Brothers May 2004 - August 2008
Dresdner Kleinwort Wasserstein May 2000 - May 2004
Indosuez Capital Management September 1997 - May 2000
Skills
Fixed Income, Capital Markets, Derivatives, Investment Banking, Equities, Hedge Funds, Structured Products, Credit Derivatives, Emerging Markets, Trading, Investments, Financial Markets, New Yorker, Financial Structuring, Portfolio Management, Bonds, Financial Modeling, Structured Finance, Asset Management, Private Equity, Valuation, Commodity
Education
Stuyvesant HS 1991 — 1995
Wharton Business School 1991 — 1995
Bachelor of Science (BS), Economics and Legal Studies
Deutsche Bank 2003 - 2012
Deutsche Bank August 2010 - September 2011
Skills
Investment Banking
Education
University of Pennsylvania - The Wharton School 2000 — 2004
Bachelor of Science Degree in Economics, Finance and Global Analysis
Stuyvesant High School 1996 — 2000
Sun Capital Partners August 2008 - Present
Deutsche Bank July 2007 - July 2008
Deutsche Bank October 2005 - June 2007
America's Growth Capital June 2004 - October 2005
Skills
Private Equity, Financial Modeling, Valuation, LBO, Investment Banking, Due Diligence, Finance
Education
Wharton School, University of Pennsylvania 2000 — 2004
Bachelor of Science (B.S.), Economics
Deutsche Bank August 2013 - Present
Lockwell Investments LLC August 2010 - July 2013
morgan stanley October 1999 - June 2010
Neuberger Berman 1996 - 1999
Education
University of Pennsylvania
Bachelor of Science (BS), Economics
Hudson Advisors, LLC January 2010 - Present
SL Green January 2007 - January 2010
Deutsche Bank June 2004 - January 2007
Education
University of Pennsylvania - The Wharton School 2000 — 2004
Deutsche Bank July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, Microsoft Word
Education
University of Pennsylvania 2012 — 2014
Bachelor of Arts (B.A.), Economics
First Republic Bank October 2012 - Present
Deutsche Bank September 2008 - September 2012
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts (B.A.), Economics
Deutsche Bank July 2014 - Present
Bank of America May 2012 - Present
TD February 2008 - March 2012
Wells Fargo May 2000 - February 2008
Skills
•Applicable working..., •Evaluate and review..., •Ability to quickly..., •Certified Corporate..., •Monitoring and..., •Credit lender..., •In proven ability to..., •Advanced knowledge of..., •Proficient in..., •Completed SAS coding..., •Project Management..., •Strong research and...
Education
University of Phoenix 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance
Cannon Financial Institute 2009 — 2011
Certified Corporate Trust Specialist, Corporate Trust
Beeline June 2014 - Present
Deutsche Bank April 2013 - June 2014
Marriott International August 2010 - October 2012
Education
University of Phoenix 2011 — 2014
Bachelor of Business Administration (BBA)
Deutsche Bank June 2014 - August 2014
HSBC Commercial Banking May 2013 - July 2013
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.S.), Economics with concentrations in Finance, Marketing, Accounting