Deutsche Bank Asset & Wealth Management

Description

Address: 101 California St, San Francisco, CA 94111 Phone: (415) 617-2800Category: : Place name: Hours: Website: : : : : : Website: https://deutschewealth.com/content/deutschewealth/en/locations.html Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Deutsche Bank Wealth Management Posting publicly on the Web Write a review Reviews 1 Google review

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Deutsche Bank Asset & Wealth Management Employees

Employee
Years
Job
Industry
Natalie Barak Natalie Barak New York, New York Details
Natalie Barak's Deutsche Bank Asset & Wealth Management Experience July 2014 - Present
Job Vice President, Deutsche Bank Asset & Wealth Management
Industry Banking
Experience
Deutsche Bank Asset & Wealth Management   July 2014 - Present
U.S. Trust, Bank of America Private Wealth Management   March 2007 - July 2014
Penguin Group (USA) Inc.   July 2004 - March 2007

Skills
Banking, Credit, Series 7, Wealth Management

Education
College of the Holy Cross   2000 — 2004
Bachelor of Arts (B.A.), Political Science

Paul Gladkowski Paul Gladkowski Abingdon, Maryland Details
Paul Gladkowski's Deutsche Bank Asset & Wealth Management Experience June 2004 - February 2014
Job Assistant VP, Registered Marketing Associate Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management  February 2014 - Present
Deutsche Bank Asset & Wealth Management   June 2004 - February 2014

Skills
Customer Service, Financial Analysis, Microsoft Excel, Investments, Account Management, Financial Modeling, Financial Reporting, Risk Analysis, Investment Advisory, Options, Securities, Series 7, Mutual Funds, Asset Allocation, Trading, Equities, Derivatives, Portfolio Management, Equity Trading, Bloomberg Terminal, Financial Services, Finance, Wealth Management, Economics, Foreign Exchange

Education
Loyola University Maryland   2011 — 2014
Master of Science (MS), Finance

Towson University   1995 — 2000
Bachelor of Science (BS), Business Administration, Finance Concentration

Stephen Cordill Stephen Cordill Houston, Texas Details
Stephen Cordill's Deutsche Bank Asset & Wealth Management Experience August 2013 - Present
Job Deutsche Bank Private Wealth Management
Industry Financial Services
Experience
Deutsche Bank Asset & Wealth Management   August 2013 - Present
The Joy School  June 2013 - Present
Merrill Lynch Private Banking & Investment Group  August 2011 - August 2013
Sanders Morris Harris  April 2006 - August 2011
Park Sutton Advisors   2009 - 2011
Alkeon Capital Management  2009 - 2011
Presbyterian School  2003 - 2010
Oppenheimer & Co.   January 1992 - March 2006
CIBC World Markets Corp.  2000 - 2004
Alliance Capital Management  March 1990 - December 1991

Skills
Investments, Investment Advisory, Investment Strategies, Alternative Investments, Tax Law, Estate Tax Planning, Financial Analysis, Strategic Financial..., Strategic Planning, Financial Advisory, Financial Services, High Net Worth..., Mutual Funds, Private Banking, Series 7, Wealth Management, Wealth Management..., Financial Planning, Asset Management, Due Diligence

Education
University of Notre Dame Law School   1978 — 1981
Juris Doctor, Law

Indiana University - Kelley School of Business   1974 — 1978
Bachelor of Science (BS), Accounting, Business Administration

DePaul University College of Law   1982 — 1985
LL.M., Tax Law

Billy Obregon Billy Obregon New York, New York Details
Billy Obregon's Deutsche Bank Asset & Wealth Management Experience January 2014 - Present
Job Director, Alternative Investments Advisor at Deutsche Bank
Industry Banking
Experience
Deutsche Bank Asset & Wealth Management   January 2014 - Present
Deutsche Bank Private Wealth Management  January 2009 - December 2013
Deutsche Bank Private Wealth Management  November 2003 - December 2008
Marsh & McLennan Companies, Inc.   July 2002 - October 2003
Deutsche Bank  May 2000 - April 2001

Skills
Private Equity, Alternative Investments, Financial Services, Financial Structuring, Business Development, Investment Banking, Capital Markets, Client Development, Portfolio Management, Emerging Markets, Financial Analysis, Hedge Funds, Structured Products, Equities, Bloomberg, Financial Modeling, Private Banking, Sales Management, Advising Clients, Fund Of Funds, Real Estate, Fixed Income, Asset Allocation, Marketing Strategy, Sales Presentations, Infrastructure, Marketing Communications, Mezzanine, Series 7, Series 63

Education
Pace University - Lubin School of Business   2007 — 2008
Graduate Courses, International Business

BROOKLYN COLLEGE, The City University of New York   1997 — 2001
B.S, Business Management and Finance

Anthony Vitalone Anthony Vitalone Greater New York City Area Details
Anthony Vitalone's Deutsche Bank Asset & Wealth Management Experience February 2010 - Present
Job Head of Digital Marketing and Social Media at Deutsche Bank Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Bank - Asset & Wealth Management  February 2010 - Present
Goldman Sachs - Asset Management  October 2005 - November 2008
Guardian Life Insurance  May 2003 - August 2005
Management Consultant  May 2002 - May 2003
Qwest Interactive  April 1999 - May 2002
Thomson Reuters  April 1998 - April 1999
Chase - Online Banking   June 1993 - April 1998
Chase  1991 - 1993

Skills
E-commerce, Digital Marketing, Digital Strategy, Online Marketing, Financial Services, Email Marketing, Social Media, Strategic Partnerships, Web Analytics, Marketing Strategy, Vendor Management, Asset Management, Website Development, Interactive Marketing, Information Architecture, Banking, SEM, Media Measurement, Marketing Automation, Mobile Strategy, Internet Strategy, Multimedia Marketing, IT Operations, User Experience, Budget Management, Global Marketing, Strategic Planning, Contract Negotiations, Retail Banking, Online Payments, SEO, Information Systems..., Earned Media, E-commerce Solutions, Mobile Internet, Web Development, Financial Markets, Management Consulting, User Interface Design, Institutional Banking, Online Publishing, MBA, Software Integration, Agency Relations, Internet Banking, Legal Compliance, Marketing Technologist, Mobile Devices, B2B Marketing, Leadership

Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Marketing and Information Systems

State University of New York College at Oswego
Bachelor of Applied Science (B.A.Sc.), Economics / Banking and Pre-Law

Valerie Rivera Valerie Rivera Greater Chicago Area Details
Valerie Rivera's Deutsche Bank Asset & Wealth Management Experience July 2014 - Present
Job Internal Sales Consultant at Deutsche Bank Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Bank - Asset & Wealth Management  July 2014 - Present
La Casa Norte  May 2011 - Present
Bernstein Global Wealth Management  December 2012 - July 2014
ShoreBank/Urban Partnership Bank   January 2008 - November 2012
Project Exploration  December 2006 - January 2008
Chicago Public Schools  May 2003 - December 2006

Skills
Non-profits, Sales Presentations, Sales, Sales Management, Salesforce.com, Corporate Social..., Business Relationship..., Sales Process, Treasury Services, Community Development, Series 7, Series 63, Nonprofits, Business Development, Finance, Strategic Partnerships, Public Speaking, Relationship Management, Strategy, CRM, Consulting

Education
Northeastern Illinois University
Bachelor of Arts (B.A.), Economics

Whitney Young Magnet High School

Dave Forward Dave Forward New York, New York Details
Dave Forward's Deutsche Bank Asset & Wealth Management Experience June 2013 - August 2013
Job International Equities Analyst at Deutsche Bank
Industry Investment Management
Experience
Deutsche Bank  March 2015 - Present
Deutsche Bank  July 2014 - March 2015
3rd Annual Undergraduate Stock Pitch Challenge   September 2013 - September 2013
Deutsche Bank Asset & Wealth Management   June 2013 - August 2013
Seeking Alpha  November 2012 - June 2013
Mutual Investment Club of Cornell  September 2011 - May 2013
Nomadic Capital Partners LLC   June 2012 - August 2012
Bank of America Merrill Lynch  May 2012 - August 2012
WSO   April 2012 - August 2012
United States Senate  May 2011 - August 2011

Skills
Financial Analysis, PowerPoint, Investments, Equities, Microsoft Excel, Financial Modeling, Equity Research, Bloomberg, Valuation, Data Analysis, Portfolio Management

Education
Cornell University   2010 — 2014
Bachelor of Arts, Economics, Senior

Shawnee High School   2006 — 2010

Erin Patterson Erin Patterson Greater New York City Area Details
Erin Patterson's Deutsche Bank Asset & Wealth Management Experience July 2014 - Present
Job AVP, Research & Strategy at Deutsche Bank Asset & Wealth Management
Industry Real Estate
Experience
Deutsche Bank Asset & Wealth Management   July 2014 - Present
JLL  March 2013 - July 2014
Jones Lang LaSalle  November 2009 - March 2013
Rosen Consulting   November 2006 - November 2009
Cushman & Wakefield  2003 - 2006

Skills
Financial Analysis, Economics, Market Analysis, Analysis, Market Research, Real Estate Economics, Qualitative Research, Quantitative Research, Analytical Skills

Education
London School of Economics and Political Science   2002 — 2003
MSc., Regional and Urban Planning

Binghamton University   1998 — 2002
BA, History, Art History, Economics

LESLIE GRECOPOOL LESLIE GRECOPOOL United States Details
LESLIE GRECOPOOL's Deutsche Bank Asset & Wealth Management Experience April 2004 - Present
Job REGIONAL EXECUTIVE at DEUTSCHE BANK
Industry Financial Services
Experience
Deutsche Bank - Asset & Wealth Management  April 2004 - Present

Skills
Capital Markets, Equities, Portfolio Management, Fixed Income, Investments, Asset Management, Alternative Investments, Wealth Management, Derivatives, Series 7, Banking, Private Banking, Private Equity, Financial Services, Risk Management, Financial Markets, Financial Modeling, Financial Analysis, Mutual Funds, Emerging Markets

Education
The University of Texas at Dallas
Bachelor of Arts (BA), Economics & Finance

Anil Shankar Anil Shankar Greater New York City Area Details
Anil Shankar's Deutsche Bank Asset & Wealth Management Experience February 2013 - April 2014
Job Analytics & Cognitive Computing Strategy, Financial Markets at IBM
Industry Financial Services
Experience
IBM  March 2015 - Present
TradingColor Inc   July 2009 - Present
Deutsche Bank Asset & Wealth Management   February 2013 - April 2014
Bank of America Merrill Lynch  May 1994 - February 2009
Various Clients  July 1985 - April 1994

Skills
Cognitive computing, Big Data Analytics, Machine Learning, Capital Markets..., Wealth Management..., Asset Management, Equities, Fixed Income, Market Data, Derivatives, Portfolio Optimization, Portfolio Management, Trading, Risk Management, Hedge Funds, Portfolio Attribution, IT Strategy, SDLC, Wealth Management, Options, Entrepreneurship, Back Office, Finance, NLP, Mutual Funds, Commodity, CRM, Valuation, Strategy, Financial Risk, Financial Services, Mergers & Acquisitions, Electronic Trading..., Capital Markets, Electronic Trading

Education
University of Mumbai   1983 — 1985
Master of Business Administration (MBA)

University iof Mumbai   1979 — 1982
Bachelor's degree, Chemistry

Inwoo Lee Inwoo Lee Greater New York City Area Details
Inwoo Lee's Deutsche Bank Asset & Wealth Management Experience 2011 - Present
Job Vice President at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Bank - Asset & Wealth Management  2011 - Present
A.T. Kearney   2008 - 2011
Dun & Bradstreet  2004 - 2006
Banc of America Securities  2001 - 2004

Skills
Financial Modeling, Valuation, Due Diligence, Corporate Finance, Financial Analysis, Strategy, Management Consulting, Business Strategy, Mergers, Investment Banking, Strategic Planning, Analytics

Education
University of Michigan - Stephen M. Ross School of Business
MBA, Strategy

University of Pennsylvania - The Wharton School
BS in Econ, Finance & Accounting

Fred Ramos Fred Ramos Greater New York City Area Details
Fred Ramos's Deutsche Bank Asset & Wealth Management Experience January 2011 - September 2012
Job Investment Management PMP
Industry Financial Services
Experience
Merrill Lynch  2013 - Present
Deutsche Bank Asset & Wealth Management   January 2011 - September 2012
Deutsche Bank Asset & Wealth Management   January 2007 - January 2011
Deutsche Bank Finance   January 2004 - January 2007
Deutsche Bank Finance   January 1999 - January 2004
Deutsche Bank Finance   January 1995 - January 1999
Yamaichi International  January 1994 - January 1995
Fidelity Investments / National Financial Services   January 1987 - January 1994

Skills
Middle Office, Equities, Capital Markets, Hedge Funds, Fixed Income, Securities, Derivatives, Asset Managment, Wealth Management..., Prime Brokerage, Portfolio Management, Financial Modeling, Commodity, Investments, Mutual Funds, Wealth Management, Series 7, Investment Banking, Investment Management, Securities Lending, Real Estate License, SAP R/3, SAP BW, MS Project, Series 27, FINRA, Asset Management, Alternative Investments, Risk Management, Financial Services, Structured Products, Financial Risk, Private Equity, ETFs, Structured Finance, Finance, Banking, AML, Bloomberg, Corporate Actions, Treasury Management, Equity Derivatives, Bonds, FX Options, Options, Financial Markets, Credit Derivatives, Back Office, Trading Systems, Financial Reporting

Education
New Jersey State University   1988 — 1991
BS, Business Administration

Pace University
Accounting Studies