Deutsche Bank Asset & Wealth Management
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
Deutsche Bank Asset & Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Deutsche Bank Asset & Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Deutsche Bank Asset & Wealth Management Employees
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
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
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
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
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
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
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
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
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
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
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
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