Deutsche Bank (formerly Bankers Trust Company)
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Deutsche Bank (formerly Bankers Trust Company) Employees
Independent Management Consulting Services January 2011 - Present
TelePacific Communications 2006 - 2011
Union Bank 2000 - 2004
Deutsche Bank (formerly Bankers Trust Company) 1987 - 1999
Education
University of Southern California
MBA, Finance/Operations Management
University of Southern California
BS, Business Administration
Principal Financial Group February 2014 - Present
NeoZyte, Inc. March 2011 - January 2014
Deutsche Bank January 2007 - February 2011
Deutsche Bank 2000 - 2006
Deutsche Bank (formerly Bankers Trust Company) 1996 - 1999
Deutsche Bank (formerly Bankers Trust Company) 1993 - 1996
Skills
Financial Needs Analysis, Informal Business..., Buy-sell Agreements, Executive Benefit..., Salary Continuation, Business Continuation..., Income Protection, Survivor Income, Deferred Compensation..., Key Person Insurance, Disability Income..., College Funding..., Annuities (Variable &..., 401 (k), 403 (b), SEP &..., Charitable Giving, Estate Planning, IRAs (Traditional &..., Wealth Accumulation, Term Life Insurance, Universal Life Insurance
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance, Management & Entrepreneurship
State University of New York at Buffalo 1990 — 1992
Bachelor of Science, Business Administration
Monroe Community College 1988 — 1990
Associate of Science, Business Administration
DeSales Media Group 2012 - 2013
DeSales Media Group December 2011 - December 2012
DeSales Media Group September 2005 - December 2011
PTM Finance January 1998 - September 2005
Marsh & McLennan Companies, Inc. April 1986 - December 1998
Deutsche Bank (formerly Bankers Trust Company) October 1984 - March 1986
Marsh & McLennan Companies, Inc. September 1981 - October 1984
Skills
Microsoft Excel, Microsoft Word, Social Media, QuickBooks, Payroll Services, HRIS, HR Policies, Tax Law, Microsoft Office, Customer Service
Education
New York University - Leonard N. Stern School of Business 1985 — 1988
Master's degree, Finance, GPA = 3.5
St. Francis College 1977 — 1981
Psychology, Business Administration, GPA Major = 4.0, Overall GPA = 3.78
Gary M. Suhr CPA A Professional Corporation January 2000 - Present
Deutsche Bank (formerly Bankers Trust Company) July 1985 - December 1994
Skills
Accounting, Banking, Corporate Finance, Financial Modeling, Financial Reporting, Internal Controls, Business Strategy, Business Planning, Leadership, Start-ups, Strategy, Strategic Planning
Education
Fuqua School of Business, Duke University 1983 — 1985
Master of Business Administration (MBA), Finance
Pace University 1977 — 1982
Bachelor of Business Administration (BBA), Graduated Magna Cum Laude
Backstop Solutions Group September 2015 - Present
Advent Software June 2009 - August 2015
Fiserv Investment Services (formerly Checkfree Investment Services) November 2002 - February 2009
Entrust August 2001 - April 2002
RSA Security May 2000 - July 2001
The Bank of New York Mellon April 1998 - May 2000
Deutsche Bank (formerly Bankers Trust Company) November 1993 - May 1998
Skills
Financial Services, CRM, Product Management, Strategy, Business Development, Relationship Management, Business Analysis, Product Marketing, Management, Account Management, New Business Development, Analysis, Outsourcing, Project Management, Program Management
Education
Penn State University
BS, Finance
Stevens Institute of Technology
MS, Management
DePaul Catholic
HS Diploma, College Prep
Prestige Motors March 2014 - Present
American Stock Transfer June 2013 - March 2014
Broadridge Financial Solutions January 2012 - May 2012
The Haggerty Group August 2008 - October 2011
The Bank of New York Mellon May 2000 - August 2008
Deutsche Bank (formerly Bankers Trust Company) January 1997 - May 2000
Skills
Process Improvement, Risk Management, Account Reconciliation, Accounting, Vendor Management, Securities, Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Services, Internal Audit, Finance, Investments, Mergers
Education
Fairleigh Dickinson University 1988 — 1992
B.S., Finance
BNY Mellon June 2000 - Present
Alternative Investments Services at BNY Mellon June 2000 - Present
Deutsche Bank (formerly Bankers Trust Company) June 1991 - June 2000
Bankers Trust June 1991 - May 2000
Skills
Financial Services, Hedge Funds, Global Custody, Asset Management, Prime Brokerage, Securities, Mergers & Acquisitions, Mutual Funds, Fixed Income, Equities, Product Development, Collateral Management, Portfolio Management, Project Management, SWIFT messages, Mergers, Alternative Investments, Business Strategy, Acquisition Integration, Derivatives, Pricing Strategy, New Business Development, Marketing Strategy, Program Development, Website Development, Trading, Corporate Actions, Product Management, Settlement, Middle Office, Third Party Vendor..., Securities and Cash..., Liqudity and Credit Risk, Tri-Party Repo Reform, AIFMD Regulation
Education
Fairleigh Dickinson University
MBA, International Business
Montclair State University
B.S, Business Administration; Finance/Marketing
Marathon-London Asset Management September 2007 - Present
Citigroup Asset Management 1995 - 2002
The Mortgage Acquisition Corporation 1992 - 1994
Deutsche Bank (formerly Bankers Trust Company) 1986 - 1992
Skills
Business Development, Equities, Asset Managment, RFP, Asset Management, Due Diligence, Mutual Funds, Portfolio Management, Proposal Writing, Investments, Trading, Investment Management, Management, Hedge Funds, Strategy, CRM, Leadership, Financial Services
Education
New York University, Stern School of Business
BS, Finance & Marketing
University of San Francisco
MBA
Citi May 2014 - Present
Cablevision/Optimum October 2012 - May 2014
Sears Holding Corporation November 2011 - February 2012
APPCO Paper & Plastics Company March 2010 - September 2010
Technisource Staffing May 2005 - September 2009
Mid Island Bindery May 2004 - April 2005
Huntington Coach Corp. October 2002 - March 2003
Deutsche Bank (formerly Bankers Trust Company) November 1978 - May 2002
Greenpoint Savings Bank September 1975 - November 1978
Skills
Analytical Skills, Disaster Recovery, Software Documentation, Management, Security, Troubleshooting, Supervision, Technical Support, Staff Supervision, Data Center, Networking, Unix, CompTIA A+ Certification, Windows 7, Windows XP, Access, XP, Program Management
Education
Hunter Business School 2012 — 2012
Diploma, Computer Technology Repair and Networking, 4.0
The American Management Association 2001 — 2001
Certificate, Staff Management
Nassau Community College 1991 — 1992
Computer Science
Brooklyn College 1975 — 1976
Liberal Arts
Behringer June 2012 - Present
MMC Group LP October 2009 - November 2011
Beal Bank January 2009 - October 2009
HDG Mansur January 1999 - November 2008
Intershop Real Estate Services July 1993 - June 1998
Deutsche Bank (formerly Bankers Trust Company) June 1979 - June 1993
Skills
Acquisitions, Due Diligence, Disposition, Financial Analysis, International Marketing..., Real Estate Transactions, Commercial Portfolio..., Real Estate, Commercial Real Estate, Investments, Leases, Portfolio Management, International Marketing, Goal Oriented, Property Management, Real Estate Economics, Finance, Valuation
Education
Skidmore College
BA
Constantin Control Associates September 2000 - Present
Deutsche Bank (formerly Bankers Trust Company) October 1999 - September 2000
Bankers Trust Company 1986 - 1999
JPMorgan Chase 1981 - 1986
Skills
Asset Managment, Fixed Income
Education
Hobart and William Smith Colleges 1974 — 1979
BA, Psychology
Montclair High School
Law Office of David I. Abramson 2003 - Present
Fairwynds II at Cranwell 2005 - 2010
Bramloy Associates, LLC 2004 - 2010
Deutsche Bank 2003 - 2006
Deutsche Bank (formerly Bankers Trust Company) 1981 - 2003
Bankers Trust 1970 - 1999
Bankers Trust 1970 - 1999
Skills
Legal Writing
Education
Brooklyn Law School
JD
New York University School of Law
LLM, Taxation
Queens College
BS, Accounting
JPMorgan Chase February 2014 - Present
JPMorgan Chase October 2013 - February 2014
JPMorgan Chase January 2013 - October 2013
Deutsche Bank May 1983 - December 2010
Deutsche Bank (formerly Bankers Trust Company) 1996 - 2000
Skills
Corporate Actions, Loans, Syndications, Settlement, Back Office, Investment Banking, Middle Office, Derivatives, Fixed Income, Trading, Portfolio Management, FX Options, Banking, Financial Services, Securities, Credit Risk, Equities, Swaps, Capital Markets, Credit, Investments, Collateral Management, Restructuring, Prime Brokerage, Structured Products, Valuation, Financial Risk, AML, Alternative Investments, Cash Management, Operational Risk, Hedge Funds, Credit Derivatives, Bonds
Education
Adelphi University 1979 — 1981
Bachelor of Science, Management and Communications
Suffolk County Community College
Associates, Executive Secretarial Science