Deutsche Bank Private Wealth Management

Description

Address: 101 California St, San Francisco, CA 94111 Phone: (415) 617-2800Place name: Category: : : Website: : Hours: : : : 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 Private Wealth Management Employees

Employee
Years
Job
Industry
Diane Wakefield Diane Wakefield San Francisco Bay Area Details
Diane Wakefield's Deutsche Bank Private Wealth Management Experience October 2006 - July 2010
Job Senior Vice President and Private Client Advisor at City National Bank
Industry Financial Services
Experience
City National Bank  April 2015 - Present
U.S. Trust   August 2010 - April 2015
Deutsche Bank Private Wealth Management   October 2006 - July 2010
Premier Banking & Investment;Bank of America   March 2003 - November 2006
Charles Schwab & Co., Inc.   March 1999 - October 2002

Skills
Portfolio Management, Asset Allocation, Private Banking, Wealth Management..., Series 7, Alternative Investments, Fixed Income, Strategic Financial..., Uniform Combined State..., Trust Services, Private Equity, Relationship Management, Loans, Mortgage Lending, Real Estate, Investments, Investment Management, Asset Management, Banking, Financial Services, Risk Management

Education
Wharton School, University of Pennsylvania

Haas School of Business, UC Berkeley

Stephen F. Austin State University   1994 — 1997

Natasha Campos Natasha Campos Greater New York City Area Details
Natasha Campos's Deutsche Bank Private Wealth Management Experience May 2007 - August 2010
Job Nonprofit Development & Photographer
Industry Fund-Raising
Experience
Nike Football Society   July 2014 - Present
Nike  February 2015 - Present
International Center of Photography  March 2015 - Present
Young Survival Coalition  June 2012 - February 2015
By Any Meals   2013 - 2013
New York Needs You  July 2011 - May 2012
Girls Quest  September 2010 - June 2011
New York University  September 2010 - May 2011
Girls Quest  2007 - 2011
Deutsche Bank Private Wealth Management   May 2007 - August 2010

Skills
Fundraising, Nonprofits, Event Planning, Philanthropy, Community Outreach, Grant Writing, Program Development, Event Management, Social Media, Grants, Public Relations, Non-profits, Public Speaking, Research, Strategic Planning, Social Networking, Leadership Development, Prospect Research, Strategic Communications, Volunteer Management, Photography, Photoshop, Digital Photography, Portrait Photography, Event Photography, Fashion Photography, Commercial Photography, Donor Research, Spanish

Education
New York University   2009 — 2011
Master of Science (M.S.), Philanthropy & Fundraising

Long Island University, C.W. Post Campus   2004 — 2006
Bachelor of Arts (B.A.), Psychology

Stony Brook University   2004 — 2006
B.A., Psychology

Cheryl Paller Cheryl Paller Los Angeles, California Details
Cheryl Paller's Deutsche Bank Private Wealth Management Experience 2006 - Present
Job Managing Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank Private Wealth Management   2006 - Present
Deutsche Bank  2006 - Present
Banc of America  2000 - 2006
Wells Fargo Advisors  1990 - 2000

Skills
Investments, Asset Management, Alternative Investments, Hedge Funds, Private Equity, Lending

Education
UCLA
Bacherlor of Science, Math and Economics

USC Marshall School of Business
Master of Business Administration (MBA), Finan

Roberta R. Welch Roberta R. Welch Greater New York City Area Details
Roberta R. Welch's Deutsche Bank Private Wealth Management Experience November 2006 - April 2009
Job
Industry Financial Services
Experience
Citi  October 2010 - January 2012
UBS  August 2010 - October 2010
SapientNitro  April 2010 - June 2010
Morgan Stanley Investment Management  July 2009 - October 2009
Deutsche Bank, Private Wealth Management  November 2006 - April 2009
Marketing and Communications  November 2004 - November 2006
Morgan Stanley  May 1999 - November 2006
Syntra Limited   September 1996 - May 1999

Skills
Google Analytics, Documentum, HTML, FrontPage, RedDot, Content Management, Analytics, Web Analytics, Digital Marketing, Online Advertising, Content Development, Integrated Marketing, Marketing Communications, Strategy, Financial Services, Social Media, Marketing, Email Marketing

Education
State University of New York at Binghamton   1991 — 1996
Bachelor of Arts, Psychology

City University of New York at Baruch CollegePresent

Joseph Lucot Joseph Lucot Greater New York City Area Details
Joseph Lucot's Deutsche Bank Private Wealth Management Experience 2003 - 2005
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  June 2013 - Present
IBM Global Business Services  July 2010 - June 2013
JPMorgan Chase  2005 - January 2009
State Street Wealth Manager Services   2003 - 2005
Deutsche Bank Private Wealth Management   2003 - 2005
JPMorgan Chase  1989 - 2002
Mellon Bank  1982 - 1989
Electronic Data Systems  1979 - 1982

Skills
Portfolio Management, Trust Accounting, Brokerage, Requirements Analysis, Securities, PMO, SDLC, PMP, Business Analysis, Vendor Management, Back Office, IT Strategy, Requirements Gathering, Offshoring, Business Requirements, Program Management, Outsourcing, Visio, Capital Markets, MS Project, Process Improvement, Project Planning, Business Management, IT Management, Management Consulting, Banking, Project Delivery, User Acceptance Testing, Software Project..., Waterfall, Change Management, Business Transformation, Investment Banking, Equities, Acquisition Integration, Reporting & Analysis, Business Process..., Integration, Management, Project Management, Business Process..., Project Portfolio..., Strategy

Education
Stony Brook University   2009 — 2009
Certificate, Project Management Program

University of Pittsburgh   1982 — 1983
Business

Pittsburgh School of Computer Technology   1980 — 1981
Diploma, Computer Programming

Penn State University   1979 — 1981
Business

Shari Neckritz Shari Neckritz Greater New York City Area Details
Shari Neckritz's Deutsche Bank Private Wealth Management Experience June 2000 - December 2006
Job Executive Vice President at Choice Marketing Group, Inc
Industry Marketing and Advertising
Experience
Choice Marketing Group, Inc   2006 - Present
Deutsche Bank Private Wealth Management   June 2000 - December 2006
Bankers Trust Company  June 1992 - July 2000

Education
Fordham Gabelli School of Business   1995 — 1999
MBA, Finance and Management

University at Albany, SUNY   1988 — 1992
BA, Communications, Business

Eric Carter, CFA Eric Carter, CFA San Francisco Bay Area Details
Eric Carter, CFA's Deutsche Bank Private Wealth Management Experience October 2007 - December 2008
Job at Kobe Partners, LP
Industry Investment Management
Experience
Kobe Partners, LP   September 2009 - Present
Deutsche Bank Private Wealth Management   October 2007 - December 2008
Stone & Youngberg Asset Management   March 2007 - October 2007
Fisher Investments  January 2005 - June 2006
Fisher Investments  August 2003 - December 2004

Skills
Equities, Asset Management, Portfolio Management, Hedge Funds, Investments, Capital Markets, Options

Education
University of California, Riverside - A. Gary Anderson Graduate School of Management   2001 — 2003
MBA

University of California, Riverside   1996 — 2001
BA, Business Administration

Walter Holman, CFA Walter Holman, CFA Baltimore, Maryland Area Details
Walter Holman, CFA's Deutsche Bank Private Wealth Management Experience April 1996 - July 2006
Job Director at Deutsche Asset Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management  July 2006 - Present
Deutsche Bank Private Wealth Management   April 1996 - July 2006
Tracor Applied Sciences  May 1991 - April 1996

Skills
Equities, Asset Managment, Investments, Portfolio Management, Series 7, Wealth Management, Capital Markets, Asset Allocation, Investment Advisory, Mutual Funds

Education
University of Maryland College Park   1992 — 1995
MBA, Finance

Villanova University   1987 — 1991
Bachelor of Science (BS), Mechanical Engineering

Bill McBride, CFA, CIPM, CFP® Bill McBride, CFA, CIPM, CFP® New York, New York Details
Bill McBride, CFA, CIPM, CFP®'s Deutsche Bank Private Wealth Management Experience 1994 - 2004
Job Executive Vice President, Business Development & Marketing at Markov Processes International
Industry Financial Services
Experience
Markov Processes International (MPI)   May 2013 - Present
Bell Point Capital Management, LP   2009 - 2011
Objective Investment Advisors, LLC   2008 - 2009
Lehman Brothers Trust Company, N.A.   2005 - 2008
Deutsche Bank Private Wealth Management   1994 - 2004

Skills
Portfolio Management, Risk Management, Financial Modeling, Strategic Financial..., Banking, Investments, Hedge Funds, Wealth Management, Investment Advisory, Strategy, Relationship Management, Alternative Investments, Asset Management, Equities, Fixed Income, Mutual Funds, Capital Markets, Finance, Private Equity, Financial Services, Management, Asset Allocation

Education
Penn State University   1990 — 1992
Master of Business Administration (MBA), Finance & Marketing

Northeastern University   1984 — 1987
Bachelor of Science (BS), Finane & Insurance

Brian W. Formento, CAIA Brian W. Formento, CAIA Greater New York City Area Details
Brian W. Formento, CAIA's Deutsche Bank Private Wealth Management Experience June 2002 - December 2005
Job Executive Director, Senior Portfolio Strategist at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management  June 2009 - Present
UBS Wealth Management  September 2008 - July 2009
UBS Private Wealth Management  July 2006 - July 2008
Deutsche Bank Private Wealth Management   June 2002 - December 2005
KM Management now Volaris Volatility Management   2000 - 2001

Skills
Alternative Investments, Fixed Income, Portfolio Management, Derivatives, Equities, Wealth Management, Capital Markets, Investments, Asset Management, Investment Strategies, Trading, Financial Structuring, Insurance, Asset Allocation, Due Diligence, Hedge Funds, Wealth Management..., Financial Services, Structured Products, Financial Markets, Risk Management, Financial Advisory, Hedging, Structured Finance, Series 24, Private Placements, High Net Worth..., Wealth, Family Office, Institutional..., Investment Management, Series 7, Investment Advisory, Securities, Fund Of Funds, Private Equity, Bonds, Emerging Markets, Mutual Funds, Private Banking, Investment Banking

Education
Boston University   1977 — 1981
BA/MA, Economics

Kyle Delaney Kyle Delaney Greater New York City Area Details
Kyle Delaney's Deutsche Bank Private Wealth Management Experience 2006 - 2008
Job Client Adviser at Bridgewater Associates
Industry Financial Services
Experience
Bridgewater Associates  July 2010 - Present
Deutsche Asset Management  2008 - July 2010
Deutsche Bank Private Wealth Management   2006 - 2008
Bank of America  2001 - 2006
Morgan Stanley  1995 - 2001
US Army  May 1989 - 1994

Skills
Hedge Funds, Asset Managment, Investments, Financial Advisory, Alternative Investments, Asset Allocation, Wealth Management, Asset Management, Investment Management, Financial Modeling, Institutional..., Series 7, Equities, Investment Strategies, Investment Advisory, Capital Markets, Securities

Education
United States Military Academy at West Point   1985 — 1989
BS

Belmont Hill School   1978 — 1985
HS Diploma

Francis McGrail Francis McGrail Boston, Massachusetts Details
Francis McGrail's Deutsche Bank Private Wealth Management Experience August 2009 - Present
Job Managing Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank Private Wealth Management   August 2009 - Present
UBS  June 1982 - August 2009

Skills
Sales Leader, Business Growth Coach, Brand Development, Client Interfacing, Risk Management, Wealth Management, Private Banking, Industry Arbitrator, Equities, Alternative Investments, Capital Markets, CRM, Fixed Income, Asset Management, Hedge Funds, Investments, Series 7, Financial Services, Mutual Funds, Securities, Series 63

Education
Saint Peter's College   1977 — 1979
Bachelor of Science (BS), Political Science and Government

Saint Peter's University   1977 — 1979
Bachelor's degree, Political Science and Government

Yvonne Kierlanczyk Yvonne Kierlanczyk Greater New York City Area Details
Yvonne Kierlanczyk's Deutsche Bank Private Wealth Management Experience 2003 - 2005
Job Vice President, Assistant Portfolio Manager at 1919 Investment Counsel, a Stifel Company
Industry Financial Services
Experience
1919 Investment Counsel, Affiliate of Stifel Financial   January 2005 - Present
Deutsche Bank Private Wealth Management   2003 - 2005
J.P. Morgan Private Bank   June 2000 - November 2001
Knox Partners (Subsidiary of La Compagnie Financiere Edmond De Rothschild Banque)   October 1991 - December 1992

Skills
Equities, Alternative Investments, Wealth Management, Fixed Income, Bloomberg, Rich and global..., Factset, Baseline, Longview,..., PORTIA, APX and...

Education
Columbia University - Columbia Business School   1988 — 1990
MBA, Finance/Marketing

Billy Obregon Billy Obregon New York, New York Details
Billy Obregon's Deutsche Bank Private Wealth Management Experience January 2009 - December 2013
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

Patricia Janco-Tupper Patricia Janco-Tupper Greater New York City Area Details
Patricia Janco-Tupper's Deutsche Bank Private Wealth Management Experience August 2009 - October 2012
Job Wealth Advisor & SVP at Wells Fargo The Private Bank
Industry Banking
Experience
Wells Fargo The Private Bank  November 2012 - Present
Deutsche Bank Private Wealth Management   August 2009 - October 2012
Citi Private Bank  1999 - August 2009
JPMorgan Chase  1986 - 1999
People's Bank  1980 - 1986

Skills
Wealth Management, Banking, Estate Planning, Credit, Investment Advisory, Private Banking, Asset Management, Private Wealth..., Capital Markets, Alternative Investments, Investments, Portfolio Management, Securities, Private Equity, Equities, Asset Allocation, Financial Markets, Hedge Funds, Wealth Management..., Asset Managment, Series 7, Fixed Income, Strategic Financial..., Wealth, Investment Management, Financial Analysis, Due Diligence, Relationship Management, Financial Services, Investment Strategies, Mutual Funds, Financial Advisory, Series 63, High Net Worth..., Investment Banking, Financial Structuring, Bonds, Loans, Structured Products, Credit Analysis, Structured Finance, Derivatives, Financial Planning

Education
Convent of the Sacred Heart
High School Dipolma

Fairfield University
BS, Marketing & Computer Applications

Stuart C. Williams Stuart C. Williams Boston, Massachusetts Details
Stuart C. Williams's Deutsche Bank Private Wealth Management Experience 1998 - 2008
Job
Industry Financial Services
Experience
State Street Bank  2012 - Present
Island Institute  2010 - 2015
People's United Bank  2009 - 2012
Deutsche Bank Private Wealth Management   1998 - 2008
Alex. Brown & Sons   1993 - 1998
Trevor Stewart Burton & Jacobsen, Inc.   1990 - 1993
State Street Bank  1986 - 1990
IBM  1981 - 1986

Education
Indiana University - Kelley School of Business   2014 — 2015
Graduate Certificate (Candidate), Business Analytics

Hamilton College
B.A., Government

Cynthia Mullock Cynthia Mullock New York, New York Details
Cynthia Mullock's Deutsche Bank Private Wealth Management Experience November 2006 - April 2010
Job General Counsel at Artivest
Industry Financial Services
Experience
Artivest  July 2015 - Present
Snowden Lane Partners  July 2015 - Present
Snowden Lane Partners  April 2010 - July 2015
Deutsche Bank Private Wealth Management   November 2006 - April 2010
Sullivan & Cromwell LLP  September 2004 - October 2006

Skills
Strategy, Capital Markets, Corporate Law, Management, Private Equity, Private Placements, Corporate Finance, Investments, Securities, Alternative Investments, Investment Advisory, Securities Regulation, Due Diligence, Hedge Funds, Venture Capital, Mergers & Acquisitions, General Corporate..., Equity Capital Markets, Corporate Governance, Structured Finance, Investment Banking, Financial Structuring, Financial Markets, Mergers, Derivatives, Acquisitions, Series 7, Joint Ventures, Cross-border..., IPO

Education
Columbia University - Columbia Business School   2002 — 2004
Master of Business Administration (M.B.A.)

Columbia Law School   2000 — 2004
Juris Doctor (J.D.)

University of Pennsylvania   1994 — 1998
BA, English, Political Science

Bradley Gillin Bradley Gillin Greater New York City Area Details
Bradley Gillin's Deutsche Bank Private Wealth Management Experience September 2006 - Present
Job Vice President Deutsche Bank
Industry Banking
Experience
Deutsche Bank Private Wealth Management   September 2006 - Present

Skills
Equities, Capital Markets, Hedge Funds

Education
Lehigh University - College of Business and Economics   2001 — 2005

Westfield High School

Andrea Rossato Andrea Rossato Greater Los Angeles Area Details
Andrea Rossato's Deutsche Bank Private Wealth Management Experience 2002 - June 2010
Job Director, Private Banker at Citi Private Bank
Industry Financial Services
Experience
Citigroup Private Bank  June 2010 - Present
Deutsche Bank Private Wealth Management   2002 - June 2010
Bank of America - Private Bank  1998 - 2002

Skills
Banking, Capital Markets, Investments, Hedge Funds, Alternative Investments, Financial Analysis, Asset Management, Wealth Management, Mortgage Lending, Commercial Banking, Structured Products, Loans, Business Development, Derivatives, Management, Finance

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2005 — 2007
MBA, Finance

Louis Green, CFA, CFP Louis Green, CFA, CFP Greater New York City Area Details
Louis Green, CFA, CFP's Deutsche Bank Private Wealth Management Experience July 1997 - January 2003
Job Senior Investment Advisor at PNC
Industry Financial Services
Experience
PNC  July 2015 - Present
Deutsche Asset & Wealth Management  July 2005 - Present
Deutsche Asset & Wealth Management  January 2003 - July 2005
Deutsche Bank Private Wealth Management   July 1997 - January 2003

Skills
Asset Allocation, Wealth Management, Portfolio Management, Alternative Investments, Financial Services, Investment Advisory, High Net Worth..., Securities, Financial Modeling, Management, Sales, Investments, Bonds, Fixed Income, Fundamental Analysis, Investment Management, Asset Management, Equities, Hedge Funds, Financial Research, Financial Markets, Capital Markets

Education
City University of New York-Baruch College - Zicklin School of Business   1997 — 2000
Master of Business Administration (MBA), Finance, General

St. Francis College   1990 — 1995
Bachelor's Degree, English

Art Tremblay Art Tremblay Greater New York City Area Details
Art Tremblay's Deutsche Bank Private Wealth Management Experience June 2012 - Present
Job Director at Deutsche Bank Private Wealth Management
Industry Management Consulting
Experience
Deutsche Bank Private Wealth Management   June 2012 - Present
U.S. Trust - Bank of America   September 2009 - May 2012
Trinity Analytica   March 2008 - September 2009
Morgan Stanley  October 2006 - January 2008
Charles Schwab - U.S. Trust Company   September 2000 - September 2006
US Trust Company / Division of Bank of America   2000 - 2006
Atlantic Bank of New York  1994 - 2000

Education
Queens College   1985 — 1991
B.A., English

St. Francis Prep   1980 — 1984

St. Matthias   1972 — 1980

Mark Ambrose Mark Ambrose Greater Detroit Area Details
Mark Ambrose's Deutsche Bank Private Wealth Management Experience April 2007 - April 2009
Job Senior Vice President & Senior Investment Strategist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank  December 2014 - Present
U.S. Trust - Bank of America Private Wealth Management   March 2013 - December 2014
JP Morgan  April 2009 - March 2013
Deutsche Bank Private Wealth Management   April 2007 - April 2009
Citigroup Private Bank  March 2005 - April 2007
United States Army Reserve  May 1995 - July 2005
Bank of the West  July 2001 - March 2005
Citigroup  August 1998 - April 2001
US Army  May 1992 - May 1995

Skills
Private Banking, Wealth Management..., Series 7, Equities, Alternative Investments, Investments, Portfolio Management, Wealth Management, Investment Banking, Capital Markets, Private Equity, Asset Managment, Series 63, Valuation, Fixed Income

Education
Columbia University - Columbia Business School   1996 — 1998
Master of Business Administration (MBA), Finance, General

Columbia University - School of International and Public Affairs   1995 — 1998
MIA, Russian Area Studies

United States Military Academy at West Point   1988 — 1992
B.S., Russian and French

Brother Rice High School   1984 — 1988

Vernon C. Cole, CFP® Vernon C. Cole, CFP® Greater New York City Area Details
Vernon C. Cole, CFP®'s Deutsche Bank Private Wealth Management Experience June 1998 - September 2004
Job Client Advisory at Rockefeller & Co. Inc.
Industry Financial Services
Experience
Rockefeller & Co., Inc.   September 2004 - Present
Deutsche Bank, Private Wealth Management  June 1998 - September 2004
JPMorgan Chase  July 1996 - June 1998
JPMorgan Chase  July 1993 - July 1996

Skills
Equities, Banking, Finance, Fixed Income, Investments, Portfolio Management, Private Equity, Securities, Relationship Management, Trading, Wealth Management, Management, Investment Strategies, Mutual Funds

Education
Rutgers University-New Brunswick   1989 — 1993
Bachelor's degree, Economics

Rutgers University - Center for Management Development   2011 — 2011
MBA Certificate Program, Finance

New York University - SCPS   2012 — 2013
Financial Planning

Rutgers University-New Brunswick   1989 — 1993
Bachelor's degree, Economics, 3.0

Daria Palova Daria Palova Greater New York City Area Details
Daria Palova's Deutsche Bank Private Wealth Management Experience March 2005 - November 2006
Job Experienced Banking Professional
Industry Banking
Experience
Mizuho Corporate Bank  November 2006 - Present
Deutsche Bank, Private Wealth Management  March 2005 - November 2006
Federal Home Loan Bank of New York  October 2003 - September 2004
UniCredit Bulbank  May 1997 - May 2002
Postbank, Eurobank EFG Group  March 1995 - February 1997
Primorska Banka d.d.   April 1994 - February 1995

Skills
Credit Risk

Education
Baruch College, City University of New York (CUNY)   2003 — 2004
MBA, Finance

1st EG - Varna
High School, German Language and Literature

Ikonomièeski universitet, Varna
Bachelor of Business Administration (B.B.A.), Finance, General

Timothy Thornton, CFA Timothy Thornton, CFA Greater New York City Area Details
Timothy Thornton, CFA's Deutsche Bank Private Wealth Management Experience July 2009 - December 2011
Job MBA Candidate at Columbia Business School
Industry Investment Management
Experience
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

Edie A. Murphy Edie A. Murphy Miami, Florida Details
Edie A. Murphy's Deutsche Bank Private Wealth Management Experience June 2012 - Present
Job Director of Trust & Estates Florida at Deutsche Bank Private Wealth Management
Industry Banking
Experience
Deutsche Bank Private Wealth Management   June 2012 - Present
Wells Fargo  March 2006 - May 2012
Northern Trust Bank  September 1997 - March 2006

Skills
Wealth Management..., Securities, Investment Management, Asset Allocation, Banking, CRM, Due Diligence, Financial Services, High Net Worth..., Investment Advisory

Education
Florida International University
Bachelor of Science

John Marson John Marson New York, New York Details
John Marson's Deutsche Bank Private Wealth Management Experience July 2006 - June 2008
Job Director, Deutsche Asset & Wealth Management
Industry Banking
Experience
Deutsche Bank  Private Wealth ManagementDeutsche Asset & Wealth ManagementJuly 2008 - Present
Deutsche Bank Private Wealth Management   July 2006 - June 2008
Citigroup Private Bank  August 2002 - April 2005

Skills
Private Banking, Banking, Securities, Wealth Management, Series 7, Investments, Asset Management, Credit, Credit Analysis, Series 63, Loans, Asset Allocation, Capital Markets, Hedge Funds, Equities, Fixed Income, Portfolio Management

Education
Fordham Gabelli School of Business
M.B.A., Finance

Marist College
B.S., M.I.S. Business Administration

Thomas Mayer Thomas Mayer Greater Los Angeles Area Details
Thomas Mayer's Deutsche Bank Private Wealth Management Experience April 2008 - Present
Job Director & Senior Trust Officer at Deutsche Bank Private Wealth Management
Industry Banking
Experience
Deutsche Bank Private Wealth Management   April 2008 - Present
Morgan Stanley Trust  2002 - 2008
City National Bank  2001 - 2002
California Bank & Trust  1999 - 2001
Sanwa Bank  1998 - 1999
Fiduciary Trust International of California   1993 - 1997
Sanwa Bank  1987 - 1992

Education
Claremont Graduate University   2002 — 2003
MBA, Finance

Colgate University   1983 — 1987
BA, Economics

Guilherme Pereira das Neves Guilherme Pereira das Neves Greater New York City Area Details
Guilherme Pereira das Neves's Deutsche Bank Private Wealth Management Experience April 2003 - December 2003
Job Founder / CEO at Prominent Capital LLC, NY
Industry Financial Services
Experience
Netplus Capital LLC   February 2013 - Present
Standard Chartered Bank  October 2010 - January 2012
Solid Independent Advisors LLC   November 2008 - September 2010
UBS Wealth Management  May 2006 - October 2008
Banco Safra  June 2004 - March 2006
Deutsche Bank - Private Wealth Management  April 2003 - December 2003
Solid Independent Advisors LLC   April 2002 - April 2003
Delta National Bank of New York   May 1995 - March 2002

Skills
Capital Markets, Wealth Management, Investment Banking, Fixed Income, Equities

Education
Fordham University - Graduate School of Business Administration   1993 — 1995
Master of Business Administration (M.B.A.), Finance and Financial Management Services

Faculdade Candido Mendes
Bachelor's degree, Law