Deutsche Bank - Asset and Wealth Management
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Deutsche Bank - Asset and Wealth Management Employees
Deutsche Bank Asset and Wealth Management August 2014 - Present
Citi Private Bank 2011 - 2014
U.S. Trust February 2001 - January 2011
Skills
Private Banking, Financial Services, Equities, Fixed Income, Asset Management
Education
Georgetown University
Bachelor of Science (BS), Business Administartion
Chaminade High School
Deutsche Bank Asset and Wealth Management November 2013 - Present
Deloitte November 2011 - October 2013
Rothstein Kass November 2010 - November 2011
Auxiliary Police October 2009 - May 2010
Rothstein, Kass & Company June 2009 - August 2009
Skills
Tax Research, Finance, SEC filings, IT Audit, CPA, Process Improvement, US GAAP, Corporate Finance, Data Analysis, Financial Modeling, Internal Controls, Business Process..., Strategic Financial..., Access, Financial Statements, GAAP
Education
Penn State University 2006 — 2010
Bachelor of Science, Accounting
Monsignor Farrell
Deutsche Bank Asset and Wealth Management September 2013 - August 2014
Robert W. Baird & Co. July 2010 - September 2013
Wells Fargo Private Bank August 2007 - July 2010
Bear Stearns January 2005 - September 2006
Lehman Brothers December 1985 - January 2005
Skills
Wealth Management, Series 7, Investment Banking, Financial Advisory, Equities, Equity Research, Trading, Alternative Investments, Capital Markets, Asset Allocation, Asset Management, Fixed Income, Investment Advisory, Hedge Funds, Wealth Management..., Securities, Series 63, Mutual Funds, Investments, Portfolio Management
Education
Saint Louis University 1978 — 1982
BA, Psychology
St. Paul's School 1974 — 1978
High School Diploma
School of the Holy Child-Old Westbury 1968 — 1973
Deutsche Bank Asset and Wealth Management October 2013 - Present
U.S. Trust Bank of America Wealth Management December 2010 - August 2013
Citi Private Bank December 1988 - December 2010
Citigroup 1988 - 2010
Skills
Investment Strategies, Investment Finance, Wealth Management, Investments, Financial Planners, Private Equity, Alternative Investments, Insurance Planning, Investment Management, Hedge Funds, Finance, Wealth, Portfolio Management, High Net Worth..., Asset Allocation, Investment Advisory, Wealth Management..., Financial Structuring, Financial Planning
Education
Cleveland State University 1978 — 1980
MBA, Finance; Marketing
University of Michigan 1976 — 1978
Bachelor of Science, English - Honors Program
Deutsche Bank - Asset and Wealth Management January 2015 - Present
HSBC Securities Services - Corporate Trust & Loan Agency 2011 - 2013
HSBC Securities Services - Funds Services 2005 - 2011
Financial Industry Regulatory Authority - FINRA 1999 - 2005
Skills
Mutual Funds, Equities, Alternative Investments, Securities, Investment Banking, Fixed Income, FINRA, Fund Of Funds, Hedge Funds, Banking, Bloomberg, Investments, Trading, Capital Markets, Asset Management
Education
St. John's University
Master of Business Administration (M.B.A.), Finance
Baruch College
Bachelor of Business Administration (B.B.A.), Finance
Deutsche Bank, Asset and Wealth Management June 2007 - Present
Citi Private Bank April 1986 - March 2007
Bank of America January 1973 - April 1986
Skills
Fixed Income, Venture Capital, Mergers, Due Diligence, Structured Finance, Asset Managment, Asset Allocation, Capital Markets, Derivatives, Trust and estates, Investment Strategies, Investment Management, International Sales, Hedge Funds, Credit Analysis, Wealth Management, Initergenerational..., International Relations, Series 7, Series 63, Private Equity, Wealth Management Sales..., Equity Capital Markets, Commercial Real Estate..., Corporate Finance, Equities, Collateral Management, Alternative Investments, Funding, Mergers & Acquisitions, Private Banking, Entrepreneurship, Joint Ventures, Banking, Financial Services, Asset Management, Finance, Management
Education
The London School of Economics and Political Science (LSE) 1969 — 1972
Ll.B., Law
AB Bernstein June 2015 - August 2015
Deutsche Bank Asset and Wealth Management January 2014 - June 2014
Deutsche Bank Asset and Wealth Management January 2012 - December 2013
Deutsche Bank Private Wealth Management July 2009 - December 2011
Deutsche Bank Securities June 2008 - August 2008
Skills
Bloomberg, Equities, Valuation, Hedge Funds, Fixed Income, Series 7, Investments, Series 63, Portfolio Management, Equity Research, Investment Management, Equity Valuation, Investment Advisory, Chartered Financial...
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Investment Management
Amherst College 2005 — 2009
BA, Economics
Chaminade High School 2001 — 2005
BNY Mellon February 2015 - Present
Deutsche Bank Asset and Wealth Management July 2003 - January 2015
BNP Paribas April 1999 - September 2002
Skills
Financial Analysis, Financial Reporting, Variance Analysis, Banking, Account Reconciliation, Treasury, General Ledger, Analysis
Education
Sam Houston State University
BFA, Advertising
Deutsche Bank - Asset and Wealth Management December 2012 - Present
Deutsche Bank - Institutional Client Group February 2010 - December 2012
Banco BPI September 2005 - February 2010
Merrill Lynch June 2004 - August 2004
Skills
Finance, Structured Finance, Product Structuring, Sales, Derivatives, Team Leadership, Private Banking, Wealth Management, Capital Markets, Client Coverage, Credit Derivatives, Equity Derivatives, Structured Products, Interest Rate..., Fixed Income, Options, Swaps
Education
Universidade Nova de Lisboa 2000 — 2005
Licentiate degree, Business Administration and Management, General
Amsterdam School of Business 2004 — 2004
Licentiate degree, Business Administration and Management, General