Deutsche Bank (formerly Bankers Trust)
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Deutsche Bank (formerly Bankers Trust) Employees
Barclays Wealth and Investment Management February 2014 - Present
BNY Mellon April 2005 - May 2014
J&W Seligman December 2000 - April 2005
Neuberger Berman April 1999 - December 2000
Deutsche Bank (formerly Bankers Trust) July 1997 - April 1999
Coach September 1996 - July 1997
Abercrombie & Fitch August 1995 - September 1996
Skills
Fixed Income, Financial Services, Bloomberg, Analytics, Mutual Funds, Investments, Asset Management, Equities, Securities, Portfolio Management, Derivatives, Hedge Funds, Alternative Investments, Financial Analysis, Banking, GIPS, GIPS Compliance, Performance Attribution, Attribution, Market Risk, Risk Analytics, Investment Strategies, Investment Compliance, Management, Managerial Skills, Team Management, Relationship Management, Building Relationships, Customer Satisfaction, Sales, Product Development
Education
Seton Hall University
Bachelor of Science (BS), Finance, General
WellPoint January 2013 - Present
BlueCross BlueShield of Tennessee August 2010 - January 2013
WellPoint July 2009 - April 2010
Centennial Medical Center May 2005 - July 2009
Centennial Medical Center December 2004 - May 2005
Deutsche Bank (formerly Bankers Trust) June 1978 - June 2002
Skills
Access, Policy, Customer Service, Healthcare, Case Managment, Process Improvement, Microsoft Office
Education
Middle Tennessee State University 2006 — 2007
BSN, Nursing
Middle Tennessee State University 2002 — 2007
Bachelors of Science, Nursing2007
Columbia State Community College 2003 — 2005
Associates of Applied Science, Nursing2005
Nassau Community College 1976 — 1978
Associates of Science, Accounting
NYU Langone Medical Center December 2013 - Present
PineBridge Investments 1996 - March 2013
AIG 1996 - 2013
St. Luke's-Roosevelt Hospital Center 1995 - 1996
Deutsche Bank (formerly Bankers Trust) 1989 - 1995
Skills
Investments, Equities, Bloomberg, Asset Management, Hedge Funds, Emerging Markets, PowerPoint, Event Planning, Time Management, Equity Research, Employee Benefits, Management, Software Documentation, Insurance, Marketing, FINRA, Event Management, Project Management, Administrative..., Office Management, Outlook, Budgets
Education
City University of New York City College
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies, magna cum laude GPA: 3.6
Kate Spade and Co (formerly Liz Claiborne, Inc.) December 2002 - Present
New York City Board of Education May 2002 - November 2002
Zurich Scudder Investments July 2000 - October 2001
Deutsche Bank (formerly Bankers Trust) August 1999 - July 2000
Deutsche Bank (formerly Bankers Trust) January 1992 - August 1999
Deutsche Bank (formerly Bankers Trust) August 1991 - January 1992
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, MS Project, SnagIt, Adobe Presenter, MicroStrategy Reporting, Cornerstone, Learning Management..., Proprietary Systems, Certified Cash Manager, Project Management, Human Resources, Business Analysis, Microsoft Project, Retail
Education
State University of New York at Albany 1987 — 1991
Bachelor of Science (B.S.), Mathematics
Broward County August 1994 - Present
Deutsche Bank (Formerly Bankers Trust) August 1985 - May 1993
Citibank January 1974 - June 1979
Skills
Strategic Planning, Customer Service, Government, Research, Economic Development, Management Consulting, Public Speaking, Microsoft Office, Program Management, Nonprofits, Analysis, Policy, Leadership, Budgets
Education
Fordham Gabelli School of Business 1989 — 1992
MBA, Management Systems
Stony Brook University 1979 — 1980
BA, Economics
Piping Rock Partners, Inc. 2005 - Present
CIBC World Markets 1996 - 2004
Citicorp Securities 1994 - 1996
American Finance Group 1990 - 1994
Deutsche Bank (formerly Bankers Trust) 1988 - 1990
Skills
Private Equity, Due Diligence, Asset Managment, Structured Finance, Investments, Real Estate Transactions, Capital Markets, Finance, Real Estate, Commercial Real Estate, Acquisitions, Investment Properties, Investor Relations, Real Estate Economics, Asset Management, Real Estate Financing
Education
University of New Hampshire 1984 — 1988
B.A., History
Bayonne High School September 2013 - Present
Rutgers Business School 2013 - Present
NJIT 2013 - Present
WyzAnt Tutoring 2015 - 2015
GE Capital 2005 - 2012
Standard & Poor's 1997 - 2005
Rutgers Business School 1993 - 1997
Sumitomo Mitsui Banking Corporation 1992 - 1993
Commonwealth Bank of Australia 1988 - 1991
Deutsche Bank (formerly Bankers Trust) 1984 - 1988
Skills
Banking, Capital Markets, Credit, Fundraising, Leveraged Finance, Product Development, Risk Management, Strategic Planning, Syndications, Valuation, Fixed Income, Credit Risk, Financial Modeling, Securitization, Corporate Finance, Finance, Financial Structuring, Credit Analysis, Structured Finance, Loans, Portfolio Management, Investment Banking, Leadership, Financial Markets, Private Equity
Education
Rutgers, The State University of New Jersey-Newark 1993 — 1997
Doctoral Student in Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
College of William & Mary
BBA
Watchung Hills Regional
High School
HSBC June 2013 - Present
ICS Risk Advisors June 2008 - December 2012
Natixis 2011 - 2011
Credit Suisse June 2006 - September 2007
Depository Trust & Clearing Corporation (DTCC) February 2001 - June 2006
International Tax Services January 2001 - January 2004
Deutsche Bank (formerly Bankers Trust) September 1997 - January 2001
Oppenheimer Capital 1994 - 1997
Skills
Project Management, Operational Risk, Management, FCPA, KYC, USA PATRIOT Act, Regulatory Risk, Auditing, Basel II, AML, OFAC, MS Project, Enterprise Risk..., COSO, GAAS, Operational Risk..., Product Management, MS Office Suite, Compliance, Internal Audit, Regulations, Capital Markets, Bank Secrecy Act, Risk Management, Financial Services, Financial Risk, Securities, Finance, Banking, Financial Institutions, Fraud, Financial Regulation, Analysis, Corporate Governance, Credit Risk, Internal Controls, Investments, Executive Management, Hedge Funds, Investment Banking, Anti Money Laundering, Policy
Education
Temple University 2004 — 2006
Certificate in Event leadership, Event Leadership
Saint Peter's College 1999 — 2001
MBA, International Business
Lincoln University
B.S, Business Administration
Cushman & Wakefield (formerly Massey Knakal) February 2011 - Present
Anglo Irish Bank, New York Office September 2004 - February 2011
Kimco Realty Corp January 2004 - August 2004
Eurohypo Bank September 2000 - September 2003
Deutsche Bank (formerly Bankers Trust) October 1994 - August 2000
Education
Harvard University Kennedy School of Government 1984 — 1985
MPA, Leadership/Real Estate Finance, 3.5
State University of New York at Plattsburgh 1972 — 1976
Bachelor of Arts, Geography/Environment Science, 3.6
Winvin LLC October 2008 - Present
Hadley Partners Incorporated February 2004 - June 2007
Lula Belle Toffee September 2002 - December 2003
Merrill Lynch May 2000 - February 2002
Deutsche Bank (formerly Bankers Trust) July 1991 - April 2000
Education
Georgetown University 1987 — 1991
B.A.
Marlborough School 1981 — 1987
High School
Crane & Co., Inc. August 2008 - Present
MassMutual Financial Group May 2003 - August 2008
Goldman Sachs March 1999 - May 2003
Deutsche Bank (formerly Bankers Trust) April 1998 - March 1999
J.P. Morgan May 1997 - April 1998
BNY Mellon (formerly The Bank of New York) July 1992 - May 1997
Skills
Governance, Process Improvement, Business Strategy, Leadership, Strategy, Strategic Planning, Risk Management, Mergers, Change Management, Internal Controls, Financial Reporting
Education
New York University 1996 — 1999
MA, International Political Economy
University of Notre Dame 1988 — 1992
BA, Economics / Government & International Studies
MTA Metro-North Railroad October 2004 - Present
Altria (Owner of Philip Morris and Kraft Foods) April 2003 - October 2004
Steve Anduze, Esq. (Law Firm) August 2002 - April 2003
Deutsche Bank (formerly Bankers Trust) January 1999 - August 2002
Inacom Corporation (formerly Vanstar Corporation) July 1996 - January 1999
DecisionOne (Formerly Bell Atlantic Business Systems Services) February 1994 - July 1996
General Electric Computer Service August 1992 - October 1993
Skills
Cisco Technologies, Routers, Switches, Network Security, Windows Server, Servers, Operating Systems, VMware, Active Directory, Troubleshooting, Disaster Recovery, Integration, IT Management, Databases, Hardware, Software Installation, Windows
Education
SUNY Polytechnic Institute
Bachelor of Science, Electrical Engineering Technology
Westchester Community College
Associate in Applied Science, Electrical Technology
Global Knowledge, Ascolta Training, Nortel Networks & HP
E-Tek, Netlan, & Computer Generated Solutions
International Institute of Business Analysis - NJ Chapter 2013 - Present
Morgan Stanley 1998 - 2008
Deutsche Bank (formerly Bankers Trust) 1996 - 1998
Dow Jones Telerate 1994 - 1996
Skills
SDLC, Analysis, Business Analysis, Process Improvement, Software Documentation, Business Requirements, Testing, Vendor Management, Visio, Requirements Gathering, Business Intelligence, IT Strategy, Requirements Analysis, Software Project..., Business Process...
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, Information Systems
Rutgers, The State University of New Jersey-New Brunswick
B.S., Economics
Cato Institute September 2007 - Present
Fiduciary Trust Company 1995 - 2007
Deutsche Bank (formerly Bankers Trust) 1984 - 1995
KPMG 1978 - 1984
Skills
tax planning, financial planning, Fundraising, Planned Giving, Estate Planning, Non-profits, Trusts, Charities, Financial Planning, Income Tax, Leadership, Estate Tax Planning, Stewardship, Tax, Financial Planners, Program Management, Community Outreach, Board Development, Nonprofits, Philanthropy, Strategic Financial..., Estate Law, High Net Worth..., Private Foundations
Education
Emory University School of Law 1975 — 1976
LLM in Taxation, Taxation
Emory University School of Law 1972 — 1975
JD, law
Brown University 1970 — 1972
AB, history
Silver Associates 2009 - Present
J.P. Morgan March 2003 - August 2007
Deutsche Bank (formerly Bankers Trust) February 1998 - February 2003
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Finance
The George Washington University 1979 — 1983
BBA, Business
FASCore October 2013 - Present
FASCore August 2009 - November 2012
ING December 2004 - August 2009
Deutsche Bank (formerly Bankers Trust) December 1986 - January 2004
Bankers Trust 1986 - 1994
Skills
Mutual Funds, Pensions, Relationship Management, Securities, Retirement, Vendor Management, Employee Benefits, Operations Management, Series 6, Process Improvement, Management, Retirement Planning, Coaching, Financial Reporting, Series 63, PeopleSoft, Employee Training, Project Management, Organizational..., Benefits Administration, Customer Service, Six Sigma, Strategic Financial..., Human Resources, Employee Engagement, Recruiting, Succession Planning, Defined Benefit, Financial Services, Training, Risk Management, Insurance, Account Management, Banking
Education
Keller Graduate School of Management of DeVry University 2011 — 2015
MBA, Business Administration and Management, General
University of Phoenix 2002 — 2005
BS, Business Management
Novartis March 2003 - Present
Pfizer (formerly Wyeth) 1999 - 2002
Prudential Insurance 1995 - 1999
Deutsche Bank (formerly Bankers Trust) 1990 - 1995
Skills
Contract Negotiation
Education
Seton Hall University 2010 — 2011
M.A., Strategic Communication & Leadership
Seton Hall University 1987 — 1989
Bachelor of Science Business Administration, Finance
Lundbeck January 2013 - Present
Somaxon Pharmaceuticals August 2010 - November 2011
Pfizer (formerly Wyeth) January 2007 - November 2009
Pfizer (formerly Wyeth) June 2004 - December 2006
PDI, Inc. August 2003 - June 2004
Assent LLC March 2001 - July 2003
Tradescape February 1999 - March 2001
Deutsche Bank (Formerly Bankers Trust) 1997 - 1998
Skills
Neurology, Pharmaceutical Industry, Cardiology, Pharmaceutical Sales, Selling, Gastroenterology, Managed Care, Pain Management, Psychiatry, Sales, Sales Operations, Hospital Sales, Infectious Diseases, Pulmonology, Hospitals, Internal Medicine, Medicare/Medicaid..., Hospital Reimbursement
Education
State University of New York at Binghamton 1992 — 1996
Bachelor of Arts, Economics