Deutsche Bank Securities
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1,356 Deutsche Bank Securities employees in database. Find out everything there's to know about Deutsche Bank Securities employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Deutsche Bank Securities Employees
Aksia September 2015 - Present
PNC Asset Management 2011 - Present
Gapstow Capital Partners 2010 - 2011
Optima Fund Management LLC 2004 - 2008
Morgan Stanley 2002 - 2004
Deutsche Bank Securities 2000 - 2002
Skills
Hedge Funds, Fixed Income, Portfolio Management, Equities, Investments, Alternative Investments, Asset Managment, Asset Allocation, Bloomberg, Fund Of Funds, Series 7, Valuation, Asset Management, Investment Management, Mutual Funds, Capital Markets, Derivatives, Investment Strategies, Private Equity, Due Diligence, Wealth Management, Investment Advisory, Financial Modeling, Hedging, Risk Management, Venture Capital, High Net Worth..., Institutional..., Wealth Management..., Equity Research, Securities, Finance, Financial Services, Financial Analysis
Education
Columbia University in the City of New York 1998 — 2002
Economics / Political Science
Deutsche Bank Securities January 2013 - Present
Deutsche Bank Securities Inc. January 2011 - December 2012
Deutsche Bank Securities Inc. June 2006 - December 2010
Envision Initiatives Inc. August 2004 - March 2006
Skills
Fixed Income, Securities, Middle Office, Business Analysis, Change Management, Loans, Project Management, Financial Modeling, Financial Analysis, Management, Financial Services, Analysis, Risk Management, Strategy, Banking
Education
Columbia Engineering 2000 — 2004
B.S., Industrial Engineering & Operations Research
Goldman Sachs February 2014 - Present
Deutsche Bank Securities May 2010 - February 2014
CIBC World Markets July 2001 - April 2010
Skills
Hedge Funds, Capital Markets, Equities, Equity Research, Electronic Trading, Derivatives, Emerging Markets, Series 7, Series 63, Mutual Funds, Institutional..., Bloomberg, Fixed Income, Investment Banking, Alternative Investments
Education
Columbia University in the City of New York 1997 — 2001
Bachelor of Arts (B.A.), International Politics
ACORE Capital July 2015 - Present
JMA Ventures LLC March 2015 - June 2015
Deutsche Bank Securities October 2014 - March 2015
Haas School of Business August 2012 - May 2014
JMA Ventures LLC June 2013 - August 2013
Campbell Lutyens December 2009 - July 2012
Centerboard Partners May 2008 - November 2009
Perfectis Private Equity June 2007 - 2007
Credit Lyonnais August 2006 - September 2006
The Nixon Center February 2005 - August 2005
Skills
Private Equity, Investments, LBO, Emerging Markets, Venture Capital, Alternative Investments, Portfolio Management, Financial Modeling, Financial Analysis, Finance, Investment Management, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Columbia University - Columbia Business School 2013 — 2013
MBA Exchange Program, Fall 2013 semester
Université Panthéon Sorbonne (Paris I) 2006 — 2007
Master, Financial Engineering and Fiscal Strategy
Georgetown University 2004 — 2005
Exchange program, Government and International Affairs
Institut d'Etudes politiques de Strasbourg 2002 — 2006
Maîtrise, Economics and Business
Era Group Inc. December 2014 - Present
Era Group Inc. May 2013 - December 2014
Deutsche Bank Securities April 2011 - December 2012
CIBC World Markets July 2008 - March 2011
CIBC World Markets May 2005 - July 2008
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Bloomberg, Equities, Equity Research, Private Equity, Corporate Finance, Fixed Income, LBO, Mergers & Acquisitions
Education
Carleton University 2001 — 2005
Bachelor of Commerce (BCom), Finance, General
Deutsche Bank February 2014 - Present
Deutsche Bank August 2013 - February 2014
Deutsche Bank February 2012 - August 2013
Deutsche Bank October 2010 - February 2012
Deutsche Bank Securities September 2009 - January 2011
Veris Wealth Partners January 2009 - November 2009
Smith Barney November 2005 - September 2008
Skills
Equities, Fixed Income, Series 7, Hedge Funds, Capital Markets, Bloomberg, Investments, Asset Managment, Bonds, Securities, Investment Strategies, Financial Services, Relationship Management, Banking, Cash Management, Asset Management, Bloomberg Terminal, Corporate Actions, Risk Management, Investment Banking
Education
California State University-Los Angeles 2005 — 2007
Finance, Minor: Economics
University of Central Florida 2000 — 2003
Finance, Business
Deutsche Bank Securities April 1999 - Present
Deutsche Bank 1999 - 2014
Education
Columbia University in the City of New York
Master's degree, Elementary Education and Teaching
McMaster University
Bachelor of Arts (B.A.), Literature
Gibson, Dunn & Crutcher LLP July 2012 - Present
Ropes & Gray LLP January 2011 - May 2012
United States Court of Appeals, First Circuit September 2010 - December 2010
Ropes & Gray LLP May 2009 - July 2009
Stutman, Treister & Glatt, P.C. May 2008 - August 2008
Deutsche Bank Securities June 2006 - August 2006
Education
Harvard Law School 2007 — 2010
J.D., Law
Brown University 2003 — 2007
A.B., Commerce, Organizations, & Entrepreneurship
Deutsche Bank August 2013 - Present
Deutsche Bank March 2010 - August 2013
Deutsche Bank Securities July 2008 - March 2010
Education
Carnegie Mellon University 2004 — 2008
BS, Business Administration (Finance)
Carnegie Mellon University - Tepper School of Business 2004 — 2008
Business Administration (Finance), Economics
Center for New York City Neighborhoods 2014 - Present
Harlem RBI DREAM Charter School 2012 - 2014
Empire State Development 2007 - 2012
Prudential Financial 2005 - 2007
Deutsche Bank Securities 2001 - 2004
RBS Greeenwich Capital (formerly NatWest Markets) 1995 - 1999
Skills
Strategic Financial..., Risk Management, Collaborative Problem..., Team Leadership, Project Management, Process Improvement, Coaching, Policies & Procedures..., Contract Negotiation, Board of Directors..., Structured Products, Economic Development, Budget Development, Financial Audits, Strategic Planning for..., HR Policies, IT Management, Facilities Operations, Project Finance, Financial Modeling, Cash Management, Capital Markets, Financial Analysis, Capital Budgeting, Strategy, Credit Analysis, Building Relationships, Cash Flow Forecasting, Commercial Insurance, Finance, Accounting, Corporate Finance, Start-ups, Manage Client..., Vendor Management, Written & Oral...
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA
Washington University in St. Louis 1991 — 1995
BS
Columbia University - Columbia Business School
Senior Leaders Program - Class of 2014
BNP Paribas April 2014 - Present
Deutsche Bank Securities July 2012 - March 2014
Invesco Ltd June 2011 - August 2011
Skills
Equities, Equity Research, Financial Modeling, Valuation, Finance, Investments
Education
Emory University - Goizueta Business School 2008 — 2012
BBA, Finance, International Business
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2010 — 2010
Choate Rosemary Hall 2004 — 2008
Wayne Hills
Davidson Kempner Capital Management November 2007 - Present
Merrill Lynch September 2006 - November 2007
Deutsche Bank Securities April 2005 - September 2006
Skills
Derivatives, Settlement, Hedge Funds, Middle Office, Bloomberg, Prime Brokerage, Swaps, Credit Derivatives, Investment Banking, Back Office, Risk Management, Securities, Equity Derivatives, CDS, Banking, Financial Analysis
Education
City University of New York-Brooklyn College 2000 — 2004
BS Business, Management & Finance, Business, Finance, Management
Deutsche Bank Securities September 2014 - Present
Sidley Austin LLP September 2013 - September 2014
UBS March 2011 - September 2012
Quinn Emanuel May 2009 - August 2009
Morgan Stanley March 2005 - September 2006
Robertson Stephens 1997 - 1997
Skills
Capital Markets, Emerging Markets, Structured Finance, Structured Products, Portfolio Management, Financial Structuring, Trading, Bonds, Commodity
Education
Columbia University School of Law 2007 — 2010
JD
New York University 2003 — 2004
MA, Economics
Columbia University in the City of New York 1998 — 2002
BA, Political Science
TJHSST 1994 — 1998
UBS Wealth Management August 2010 - Present
BNP Paribas June 2006 - December 2008
JPMorgan Chase May 2000 - September 2005
Deutsche Bank Securities May 1999 - May 2000
Skills
Equities, Investment Banking, Fixed Income, Derivatives, Capital Markets, Bloomberg, Hedge Funds, Investments, Structured Products, Wealth Management, Portfolio Management, Financial Markets, Alternative Investments, Securities, Asset Management, Asset Allocation
Education
Columbia University in the City of New York
Master's degree, International Business and Banking
New York University
Bachelor's degree, Economics
Oxford University
Certificate
Vonage May 2013 - Present
Deutsche Bank Securities December 2003 - April 2013
Goldman Sachs August 1994 - December 2003
Coopers & Lybrand Consulting August 1989 - July 1992
Education
Harvard Business School 1992 — 1994
MBA
Brown University 1984 — 1989
AB, Political Science/Organizational Behavior
The Rivers School, Weston, MA 1982 — 1984
High School, 11-12
Wayland High School 1979 — 1982
9-11
Myself 1990 - Present
WFMU-FM January 1987 - Present
Bank of America June 2014 - April 2015
Pymetrics April 2014 - May 2014
Newsela March 2013 - December 2013
Newsmotion November 2012 - March 2013
SET464 Inc. March 2012 - December 2012
Deutsche Bank Securities October 2010 - March 2012
Goldman Sachs May 2008 - October 2010
Lehman Brothers June 2007 - May 2008
Skills
Equities, Equity Derivatives, Interest Rate..., Risk Management, Trading Systems, Market Data, Derivatives, Electronic Trading, Hedge Funds, Options, Capital Markets, Financial Services, Bloomberg, Financial Markets, Equity Trading, FX Options, Structured Products, Series 7, Trading, Investment Banking, Blogging
Education
City University of New York-Brooklyn College
B.S., Computer and Information Science
New York University
Linguistics
Deutsche Bank June 2014 - Present
Deutsche Bank Securities August 2013 - May 2014
Columbia University August 2011 - May 2013
The Coca-Cola Company May 2011 - July 2011
MIT June 2010 - August 2010
Columbia University June 2009 - August 2009
Skills
Engineering, Mathematica, Matlab, Labview, Statistics, LaTeX, Physics, C++, Research
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2013
Bachelor, Electrical Engineering
Morehouse College 2008 — 2011
Bachelors, Applied Physics
Deutsche Bank Securities July 2013 - Present
Hawkeye Securities October 2009 - August 2010
Skills
Equities, Trading, Emerging Markets, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Data Analysis, Business Strategy, Investment Banking, R, q programming, Matlab, Python
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
Master of Science (M.S.), Computational Finance
Carnegie Mellon University - Tepper School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance and Economics
University of California, Santa Barbara 2004 — 2009
Bachelor of Applied Science (B.A.Sc.), Physics, 3.92
JPMorgan Chase July 2013 - Present
Moodys Corporation September 2011 - Present
Bank of America Securities June 2010 - September 2011
Deutsche Bank Securities May 2003 - June 2010
Prudential Securities November 2000 - May 2003
Securities and Exchange Commission August 1997 - November 2000
New York County District Attorney's Office August 1986 - July 1997
Skills
Securities, FINRA, AML, Compliance, Banking, Securities Regulation, Capital Markets, Internal Investigations, Securities Fraud, Securities Litigation, Risk Management, SEC, Corporate Governance, Hedge Funds, Financial Risk, Risk Assessment, Mutual Funds, Financial Regulation, Due Diligence, Corporate Law, Financial Services, FCPA, Fraud, Private Investigations, Financial Institutions, Private Equity, Securitization, Policy, Structured Finance, Anti Money Laundering
Education
Fordham University School of Law 1983 — 1986
J.D.
Columbia University in the City of New York 1977 — 1981
B.A.
Columbia University in the City of New York 1977 — 1981
ba
Gov. Livingston
Brown EP Idea Labs 2013 - Present
Deutsche Bank Securities June 2014 - August 2014
Mizuho Securities Co., Ltd. June 2013 - August 2013
Credit Suisse Founder Securities Ltd May 2013 - June 2013
Department of Economics at Brown University January 2012 - May 2012
Skills
Stata, Mandarin, Economics, Research, Data Analysis, Macroeconomics, Statistics, PowerPoint, Microsoft Excel, Microsoft Office, Entrepreneurship, Event Planning
Education
Brown University 2011 — 2015
Bachelor of Science (BSc)
High School Affiliated to Renmin University Of China 2008 — 2011
Harvard University
Summer School
Cornell University
Summer School
Qualcomm November 2013 - Present
Qualcomm May 2012 - November 2013
California Institute of Technology 2009 - 2012
Marketboy Inc. 2000 - 2003
Goldman Sachs & Co. 1997 - 2000
Deutsche Bank Securities 1996 - 1997
Goldman Sachs & Co. 1994 - 1996
AT&T Bell Labs 1991 - 1992
Education
Caltech 2003 — 2009
PhD, Computation and Neural Systems, GPA 4.2/4.0
University of Cambridge 1992 — 1994
British Marshall Scholar, BA with honors in Mathematics
Massachusetts Institute of Technology 1988 — 1992
SB, SM, Electrical engineering, GPA 5.0/5.0
Munich International School 1986 — 1988
high school
French International School 1978 — 1982
BIOTRONIK September 2015 - Present
CGI Federal July 2010 - September 2014
Lockheed Martin February 2010 - August 2010
Oasys Software January 1996 - January 2010
Deutsche Bank Securities August 2008 - October 2009
Edison Mission Energy 2008 - 2008
Bechtel SAIC Company 2004 - 2008
Caltech 1999 - 2008
Countrywide / B of A 2005 - 2007
Yakima area hop farmer 2000 - 2006
Skills
Java, JavaScript, Integration, Microsoft SQL Server, Requirements Analysis, Software Development, XML, Databases, Oracle, SQL, Unix, Windows Server, Enterprise Architecture, SDLC, Troubleshooting, Virtualization, Linux, VMware, System Administration, Active Directory, Web Development, Enterprise Software, IIS, SharePoint, Visio, Security, Visual Basic, SOA, Web Applications
Education
California State University-Los Angeles 1983 — 1987
BS, Computer Information Systems
SOS Security LLC 2014 - Present
Deutsche Bank Securities July 1998 - September 2012
Skills
Management, AS400, Rolfe & Nolan,..., Microsoft Office..., Security, Customer Service, Account Reconciliation, Teamwork
Education
City Colleges of Chicago-Kennedy-King College 2010 — 2015
Business Administration and Management, General, 3.1 GPA
City Colleges of Chicago-Kennedy-King College 2009 — 2014
Pursuing Bachelors, Applied Science
Deutsche Bank Securities June 2015 - Present
J.P. Morgan September 2013 - June 2015
J.P. Morgan July 2011 - September 2013
Skills
Quantitative Finance, Statistics, Time Series Analysis, Equity Derivatives, Interest Rate..., Credit Derivatives, FX Derivatives, Emerging Markets, Interest Rate Swaps, Stochastic Processes, Risk Management, Matlab, Python, Structured Products, Options, Financial Modeling, Financial Markets, Trading
Education
Columbia University in the City of New York 2006 — 2011
Ph.D., Statistics
Université Pierre et Marie Curie (Paris VI) 2005 — 2006
Master of Science (MS Probabilite et Finance, DEA El Karoui), Quantitative Finance
Ecole nationale supérieure des Télécommunications / ENST 2003 — 2006
Bachelor of Science (BS), Master of Science (M.S.), Applied Mathematics and Computer Science
Lycee Pierre de Fermat 2001 — 2003
MPSI-MP, Mathematics
Morgan Stanley November 2013 - Present
Morgan Stanley Wealth Management August 2007 - November 2013
Citigroup Private Bank March 2007 - August 2007
Deutsche Bank Securities January 2006 - March 2007
Skills
Quantitative Analytics, Quantitative Research, Quantitative Finance, Investment Banking, Finance, Equity Trading, Stock Trading, Bloomberg Terminal, Microsoft Office, Written & Verbal..., Dependable Team Player, Highly motivated..., Self-motivated Team..., Technology, Fixed Income, Equities, KYC, Bloomberg, FINRA, Due Diligence, Investment Strategies, Investment Management, Mutual Funds, Bonds, Options, Wealth Management..., FX trading, Equity Derivatives, Equity Research, Derivatives, Investment Advisory, Asset Management, Investments, Financial Advisory, Wealth Management, Securities, Foreign Exchange, Client Services, Settlement, Financial Risk, Prime Brokerage, Middle Office, FX Options, Currency
Education
Brooklyn College 2001 — 2005
Bachelor of Science (B.S.), Business Management and Finance
Golub Capital 2015 - Present
GE Antares 2013 - 2015
Oaktree Capital Management 2007 - 2013
Deutsche Bank Securities 1999 - 2007
Bankers Trust/BT Alex Brown 1998 - 1999
Bankers Trust Company 1994 - 1998
Kenneth Leventhal & Co. (Ernst & Young) 1989 - 1993
Skills
Credit investing, Leveraged finance, Deal sourcing, Credit analysis, Transaction structuring, LBO, Private Equity, Investment Banking
Education
UCLA Anderson School of Management 1993 — 1995
MBA, Finance and Real Estate
Colgate University 1986 — 1989
BA, Economics
Stonepeak Infrastructure Partners August 2013 - Present
Harvest Partners January 2009 - July 2013
Deutsche Bank Securities April 1998 - December 2008
J.P. Morgan August 1989 - December 1995
Skills
Risk Management, Valuation, Investments, Investment Banking, Midstream, Private Equity, Natural Gas, Capital Markets, Energy, Equity Capital Markets, Management, Equities, Financial Modeling, Mergers
Education
Columbia University - Columbia Business School 1996 — 1997
MBA, Finance
Drexel University 1983 — 1988
BA, Finance and Accounting
New Management Services August 2015 - Present
Deutsche Bank Securities December 2014 - August 2015
IT Consultant December 2011 - December 2014
Leadership for IT Consultants in Six Sigma in the Miami / Ft Lauderdale Area 2010 - 2012
Meridian Business Associates 2009 - 2010
EDS, an HP company 2006 - 2009
EDS Group 2005 - 2006
EDS Group 2003 - 2005
EDS Group 2001 - 2003
EDS Group 1997 - 2001
Skills
PMP, SDLC, Program Management, Agile Methodologies, Six Sigma, Scrum, Government, Manufacturing, ITIL, Business Analysis, Vendor Management, Requirements Analysis, Process Improvement, IT Service Management, PMO, Business Process..., IT Management, Visio, Business Process, IT Operations, MS Project, Project Management, Change Management, CRM, Outsourcing, Disaster Recovery, Management, Strategy, Leadership, Project Planning, Software Development, Resource Management, IT Strategy
Education
University of Notre Dame 2013 — 2014
Masters, Executive Leadership and Management
Villanova University 2014 — 2014
Lean Six Sigma Masters Black Belt
Central Michigan University 2000 — 2001
Masters of Science Admin, Business Admin, 3.85
Kennedy Western University
PHD, IT Management, 3.90
Saginaw Valley State University
Bachelor of Computer Science and Engineering Technology, Computer Science, 3.80
DeVry Inc. April 2010 - Present
Southeastern Institute May 2009 - April 2010
Olivia Mullin Company 2005 - 2008
State Street January 2002 - August 2004
Deutsche Bank Securities January 2000 - January 2002
Bankers Trust March 1993 - January 2000
SPS Transaction Services November 1986 - March 1993
Skills
Employee Relations, Talent Acquisition, Customer Service, Coaching, Organizational..., Team Building, Policy, Hiring, Process Improvement, Public Speaking, Performance Management, Event Planning, Staff Development, Change Management, Resume Writing, Compliance, Budgets, Recruiting, Training, Career Development, Interviews, Leadership Development, College Recruiting, Career Counseling, Employee Benefits, Student Affairs, Project Planning, Human Resources, Employee Training, Leadership, Higher Education, Management, Time Management, Onboarding
Education
Keller Graduate School of Management of DeVry University 2013 — 2014
Graduate Certificate
Keller Graduate School of Management 2010 — 2013
MBA
East Tennessee State University 1983 — 1987
Carson-Newman University 1978 — 1982
BA
MetLife July 2012 - Present
MetLife June 2011 - August 2011
MidOcean Partners June 2010 - September 2010
Tandem Global Partners October 2008 - June 2010
Deutsche Bank Securities September 2004 - September 2008
Skills
Investment Management, Investment Strategies, Bonds, Series 63, Emerging Markets, Management, Banking, Bloomberg, Fixed Income
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA with Distinction, Capital Markets and Asset Management
Colgate University 2000 — 2004
BA, Economics
Brandywine Global Investment Management 2013 - Present
RBC Capital Markets 2011 - 2013
Guardian Life Insurance 2009 - 2011
Goldman Sachs 1998 - 2009
Deutsche Bank Securities 1994 - 1998
Lehman Brothers 1986 - 1994
Skills
Financial Risk, Equities, Fixed Income, Portfolio Management, Options, Capital Markets, Financial Services, Risk Management, Change Management, Business Analysis, Strategy, IT Strategy, Trading Systems, Trading, Asset Management, Strategic Planning, Outsourcing, Securities, Leadership, Finance, Asset Managment, Vendor Relationships, CRM, Private Equity, Mutual Funds, Hedge Funds, PMO, Executive Management, Derivatives, Business Strategy, Middle Office, Project Portfolio...
Education
Columbia University in the City of New York
BA, Economics
Scotiabank May 2015 - Present
Scotiabank September 2014 - Present
TD May 2014 - September 2014
Deutsche Bank Securities November 2011 - August 2012
ICON Stockbrokers Ltd August 2010 - October 2011
Manpower UK September 2008 - June 2009
British Gas Business (Centrica Plc) February 2008 - July 2008
Kingsborough July 2007 - December 2007
Skills
Credit Control, cash and cheques..., Management reports, Financial Modeling, Derivatives, Financial Reporting, Investment Research, Accounts Receivable, Equities, Analysis, Portfolio Management, Equity Research, Finance, Management, Account Management, Investment Banking, Investment Brokerage, Accounting, Middle Office, Account Reconciliation, Hedge Funds, Options, Bloomberg, Fixed Income, Capital Markets, Equity Valuation, Settlement, Report Writing Skills, Structured Products, Alternative Investments, Securities, Equity Derivatives
Education
Niagara College 2013 — 2013
Diploma, General Arts and Science
Centennial College 2012 — 2013
Ontario College Graduate Certificate, Financial Planning
St Mary's University College, Twickenham 2011 — 2012
PGC, International Business Practice
University of Exeter, UK 2006 — 2007
MA, Finance and Investment
University of Lagos 1998 — 2004
BSc, Accounting
AJ Silicon
Time Inc. August 2015 - Present
SignalFive September 2008 - Present
MediaStorm June 2011 - July 2015
PopStay August 2010 - February 2011
Massify September 2007 - September 2008
Studio Moqa LLC December 2005 - September 2007
Credit Suisse First Boston Technology Group July 1998 - March 2002
Deutsche Bank Securities June 1997 - July 1998
Skills
Application Architecture, User Experience, Back-end Development, Web Applications, Mobile Applications, APIs, DevOps, System Administration, Test Driven Development, Continuous Integration, PHPUnit, Selenium Testing, Jenkins, Scrum, Docker, Containerization, PHP, CodeIgniter, Amazon Web Services..., Amazon EC2, Amazon RDS, MySQL database design, MySQL DBA, PostgreSQL, LAMP, Linux, Ubuntu, CMS, Python, Start-ups, Mobile Devices, Mobile Internet, Photojournalism, Photography, Lightroom
Education
Harvard University 1995 — 1997
A.B., Literature
Caltech 1993 — 1995
Electrical Engineering, Literature
Lester B. Pearson College 1991 — 1993
IB, Further Math, Math, Physics, Chemistry, English A, French B
Uplands 1987 — 1989
LGtkog
UBS Wealth Management October 2015 - Present
J.P. Morgan October 2011 - October 2015
Deutsche Bank Securities January 2010 - October 2011
Signature Resources February 2008 - January 2010
RA Sushi Bar & Restaurant August 2006 - May 2007
Smith Barney May 2004 - September 2004
Skills
Mortgage Lending, Securities Lending, Aircraft Finance, Asset Management, Asset Managment, Equities, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Fixed Income, Insurance, Investments, Leadership, Loans, Management, Marketing, Mutual Funds, Portfolio Management, Real Estate, Residential Homes, Residential Mortgages, Retirement Planning, Securities, Series 63, Series 7, Single Family Homes, Wealth Management, Asset Allocation
Education
California State University-Dominguez Hills 2002 — 2004
B.S., Business Administration
Far East National Bank November 2010 - June 2014
SinoPac Financial Holdings July 2010 - November 2010
China Construction Bank October 2009 - June 2010
China Development Financial Holding Corporation October 2005 - October 2007
Deutsche Bank Securities May 2004 - September 2005
Deutsche Bank 2004 - 2005
Telerate May 2003 - April 2004
Credit Lyonnais August 1998 - June 2002
Tokai Securities Inc. April 1997 - May 1998
The Chase Manhattan Bank April 1986 - April 1996
Skills
Bloomberg, Cash Management, Project Management, Sensitivity Analysis, Risk Management, Financial Risk, ALM, VAR, Financial Modeling, Securities, Financial Structuring, Credit Risk, Basel II, Financial Markets, Capital Markets, Investments, Asset Managment, Corporate Finance, Structured Finance, Investment Banking, Equity Derivatives, Finance, Mergers, Hedge Funds, Credit Analysis, Swaps, Trading, Credit, Fixed Income, Microsoft Excel, Loans, Commercial Banking, FX Options, Structured Products, Due Diligence, Market Risk, Equities, Banking, Treasury Management, Derivatives, Options, Interest Rate Risk..., Treasury, Portfolio Management, Financial Institutions, Middle Office, Funding, Valuation, Trading Systems, Prime Brokerage
Education
New York University - Leonard N. Stern School of Business 1978 — 1984
MBA, Finance
New York University 1973 — 1977
BS, Accounting & Economics
Case Western Reserve University 1971 — 1972
PS 196 1962 — 1966
iAdvise Real Estate LLC June 2015 - Present
iAdvise Partners LLC / iAdvise Partners EAFI, SL January 2009 - Present
Achievers Family Office January 2004 - December 2008
Deutsche Bank Securities April 2001 - December 2004
JP Morgan Securities August 1993 - April 2001
Skills
CFA, Equities, Hedge Funds, Fixed Income, Alternative Investments, Derivatives, Financial Markets, Bloomberg, Asset Managment, Structured Products, Private Equity, Investments, Portfolio Management, Emerging Markets, Corporate Finance, Private Banking, Valuation, Wealth Management, Wealth Management..., Financial Services, Inversiones alternativas, Gestión de activos, Acciones, Inversiones, Gestión de cartera de..., Tasación, Capital de inversión, Banca de inversión, Servicios financieros, Productos estructurados, Banca privada, Superior Client Service, Finanzas corporativas, Fondo de cobertura, Gestión de capital, Mercados emergentes, Mercados financieros, Rentas fijas
Education
1997 — 1999
MBA
Universidad Pontificia Comillas 1988 — 1993
Licenciado en Ciencias Economicas y Emmpresariales
Deutsche Bank Securities September 2013 - Present
Skills
Consumer Products, Retail, Financial Modeling, Investment Banking, Mergers & Acquisitions, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Capital IQ, Thomson One Banker, Market Share Analysis, LBO, Corporate Development, DCF, IPO, Quantitative Analytics, Leveraged Finance, Valuation
Education
Colgate University 2004 — 2008
BA, Mathematical Economics
Wilmington Trust July 2013 - December 2013
BNY Mellon January 2011 - June 2012
JP Morgan Chase January 2005 - November 2010
Deutsche Bank Securities January 2003 - January 2007
Skills
ABS, Asset Management, Fixed Income, Loans, Account Reconciliation, Trading, Investments, Derivatives, MBS, Equities, Mergers & Acquisitions, Customer Satisfaction, Securities, Risk Management, Banking, Capital Markets, Financial Modeling, Microsoft Excel, Strategic Planning, Asset Managment, Valuation, Financial Services, Wealth Management, Prime Brokerage, Portfolio Management, Management, Mutual Funds, Jewelry, Investment Banking, Financial Analysis, Credit Risk, Financial Risk, Swaps
Education
City University of New York 1976 — 1980
BA, Finance & Economics
N/A - Myself 2011 - Present
Columbia University 2003 - Present
Garden City Group 2007 - 2008
Glass House Consulting - Moody's 2006 - 2006
Deutsche Bank Securities August 2000 - September 2001
Consultant- S.I.A.C. ( owned NYSE and AMEX Computers ) July 1997 - July 2000
TIS Consulting - Banker's Trust July 1996 - July 1997
TIS Consulting - Kidder Peabody July 1993 - July 1996
Rockefeller Family Office March 1978 - March 1981
Skills
SDLC, Software Documentation, Management, Testing, Project Management, Quality Assurance, Oracle, Vendor Management, Sales, MS Project, Microsoft Excel
Education
City University of New York
Business
Wells Fargo Advisors,LLC. March 2002 - Present
Deutsche Bank Securities 1992 - 2002
Smith Barney Harris Upham 1980 - 1990
Lehman Brothers Kuhn Loeb 1976 - 1979
Skills
Certified Financial..., Estate Planning, Financial Services, Investment Strategies, Financial Advisory, Insurance, Retirement, Investment Planning, Finance, Wealth Management..., Wealth Management, Wealth Accumulation, Retirement Planning, Fixed Income, Financial Analysis, Series 7, Options, Bonds, Strategy, Public Speaking, Management
Education
Columbia University in the City of New York
Master's Degree
City University of New York-Brooklyn College
Bachelor of Arts (B.A.)
Amira Foods June 2014 - Present
Deutsche Bank Securities October 2006 - May 2014
Merrill Lynch February 2005 - October 2006
Prudential Financial June 1998 - August 2003
Skills
Investment Banking, Financial Reporting
Education
Columbia University in the City of New York 2002 — 2004
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 1990 — 1995
Bachelor of Arts (B.A.), Political Science
Association Capital Recovery March 2015 - Present
Deutsche Bank Securities December 2014 - March 2015
Florida Capital Bank October 2004 - December 2014
EverBank April 1998 - June 2003
Skills
Financial Reporting, Financial Analysis, Banking, Accounting, Credit, Internal Controls, Treasury Management, Credit Risk, Finance, Risk Management, Credit Analysis, Financial Risk, Portfolio Management, Forecasting, Auditing, Commercial Lending, Payroll, GAAP, Accounts Payable, Financial Audits, General Ledger, Budgets, Loans, Investments, Executive Management, Corporate Finance, Commercial Mortgages, Commercial Banking, Cash Management, Management, SEC filings
Education
Bryant University 1975 — 1979
BS,BA, Accounting
Deutsche Asset Management May 2014 - Present
Deutsche Asset Management August 2004 - May 2014
Deutsche Asset Management January 2000 - August 2004
Deutsche Bank Securities August 1999 - January 2000
Skills
Stable Value, High Yield, Fixed Income, Risk Management, Asset Management, Banking, Bloomberg, Capital Markets, Equities, Hedge Funds, Derivatives, Investments, Management, Portfolio Management, Project Planning, Trading
Education
The Health and Sciences Academy 2015 — 2015
Nutritional Therapy
City University of New York-College of Staten Island 1988 — 1992
Port Richmond High School
Deutsche Bank Securities July 2015 - Present
Carnegie Mellon University April 2013 - May 2015
Deutsche Bank Securities June 2014 - August 2014
Student in Free Enterprise March 2012 - May 2014
Carnegie Mellon University September 2012 - January 2014
Alpha Phi International Fraternity October 2012 - September 2013
Chinese Student Association April 2012 - May 2013
Carnegie Mellon University September 2012 - January 2013
Skills
Microsoft Office, R, LaTeX, Matlab, Maple, Mandarin, Cantonese, French, Leadership, Microsoft Word, Data Analysis, Microsoft Excel
Education
Carnegie Mellon University 2011 — 2015
Bachelor of Science, Business Administration(Finance), Mathematics
American Business School Paris 2014 — 2014
Finance
London School of Economics and Political Science
Summer School, Political Science and Government
Guandong Experimental High 2008 — 2011
Citrus Lane November 2014 - Present
Citrus Lane June 2013 - Present
Citrus Lane April 2012 - Present
Mint.com January 2009 - April 2012
Yahoo! June 2008 - December 2008
Yahoo! July 2005 - June 2008
Deutsche Bank Securities June 2004 - August 2004
Warner Music Group 2001 - 2003
CSFB 2000 - 2001
Skills
Strategy, Mergers, Business Strategy, Cross-functional Team..., Business Development, Strategic Planning, Financial Modeling, Management, Mergers, Product Development, Start-ups, Leadership, Online Marketing, Product Management, Forecasting, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
Duke University 1996 — 2000
BA
Deutsche Bank August 2014 - Present
Deutsche Bank Securities July 2011 - Present
Deutsche Bank March 2010 - March 2011
Coastal Carolina University 2006 - 2009
Rockaway Hunting Club May 2008 - December 2008
Myrtle Beach Golf Holiday April 2006 - August 2006
Skills
Business Analysis, Analysis, Strategy, Management, Fixed Income, Visio, Project Management, Finance, Statistics, Leadership, Investments, Equity Research, Hedge Funds
Education
Naresuan University (Bangkok, Thailand) 2011 — 2011
Certificate of Study - Asia Pacific Region, International Finance
St. Mary's University (London, England) 2010 — 2011
MBA, International Business Practices, Graduated with Distinction
Richmond, The American International University in London 2009 — 2009
BSc, Finance (Study Abroad Program)
Coastal Carolina University 2005 — 2009
Bachelor of Science (BSc), Finance and Pro-Golf Management
CFA Institute
Investments and Securities
FINRA
Series 7, 63
AppDirect August 2013 - Present
Deutsche Bank Securities January 2011 - August 2013
Deutsche Bank Securities May 2010 - December 2010
Deutsche Bank Securities March 2009 - April 2010
Intelligent Search Technology June 2008 - August 2008
Skills
MBS, Fixed Income, Java, JavaScript, GWT, Advanced CSS, C, C++, Erlang, Perl, C#, Oracle, Tomcat, Weblogic, Unix, Spring, Ehcache, Hibernate, REST, SOAP, Grid Computing, Git, Subversion, Unix Shell Scripting, JSP, Core Java, Eclipse, Spring Framework
Education
Columbia University in the City of New York 2007 — 2009
MS, Computer Science
Vellore Institute of Technology 2003 — 2007
B Tech, Computer Science
Bal Bhavan Public School 2001 — 2003
High School, Science
Nomura Securities International April 2015 - Present
Nomura Securities International October 2012 - March 2015
Deutsche Bank Securities February 2012 - October 2012
Deutsche Bank Securities July 2008 - January 2012
Deutsche Bank Securities June 2007 - August 2007
Tenaris July 2005 - May 2006
Tenaris April 2001 - June 2005
Bovis Lend Lease February 2001 - March 2001
Ernst & Young January 2000 - February 2000
Skills
Corporate Finance, Valuation, Financial Modeling, Investment Banking, Equities, Latin America, Banking, Capital Markets, Emerging Markets, Joint Ventures, Cross-border M&A, Asset Management, Equity Capital Markets, Private Equity, Debt Capital Markets
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Concentration in Finance and Economics
Instituto Tecnológico de Buenos Aires 1996 — 2000
Industrial Engineer, Engineering
Colegio Champagnat 1991 — 1995
Bloomberg LP March 2015 - Present
Wipro Technologies July 2012 - March 2015
EMC March 2009 - July 2012
Barclays Capital March 2009 - September 2009
Start up data vendor November 2008 - March 2009
Omgeo February 2004 - November 2008
Deutsche Bank Securities August 2001 - February 2004
Bank of New York May 1997 - August 2001
Merrin Financial 1997 - 1998
ISCC 1995 - 1997
Skills
Reference Data, Fixed Income, Business Analysis, Risk Management, Strategy, Equities, Capital Markets, Trading, Program Management, Investment Banking, Securities, Financial Services, Settlement, Business Strategy, Business Process, SDLC, Trading Systems, User Acceptance Testing, Business Development, FX Options, Back Office, CRM, Integration, Portfolio Management, PMO, Cross-functional Team..., Requirements Gathering, Banking, Analysis, Hedge Funds, Change Management, Asset Management, Management, Pre-sales, Project Management, Mergers & Acquisitions, Financial Risk, Consulting, IT Strategy, Vendor Management, Cloud Computing, Leadership, Investments, Business Process..., Business Transformation
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
MBA
Carnegie Mellon University 1988 — 1992
BS
Kaiser Permanente December 2012 - Present
SF Bay Area June 2012 - November 2012
Jefferies & Company June 2010 - June 2012
Bank of America Merrill Lynch May 2005 - June 2010
Deutsche Bank Securities June 2002 - May 2005
Ernst & Young June 1998 - July 2000
Kla-Mo-Ya Casino Corporation September 1997 - May 1998
Running Y Ranch Resort July 1996 - September 1997
Skills
Investments, Investment Banking, Capital Markets, Fixed Income, Bonds, Funding, Loans, Financial Analysis, Financial Modeling, Valuation, Private Equity, Strategic Planning, Finance, Portfolio Management, Mergers, Business Strategy, Business Development, Equities, Project Management, Hedge Funds, Financial Structuring, Due Diligence, Start-ups, Analysis, Corporate Finance, Financial Services, Mergers & Acquisitions, Credit
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Cornell University 1992 — 1996
B.S.
Deutsche Bank Securities 2009 - Present
JPMorgan 2000 - 2009
Skills
Investment Banking, Capital Markets
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Executive Program, Finance
Rutgers University-New Brunswick 1993 — 1998
Shasta Partners, LLC October 2002 - Present
Deutsche Bank Securities September 1996 - July 2002
Alex. Brown & Sons May 1990 - September 1994
Morgan Stanley February 1990 - May 1990
Drexel Burnham Lambert June 1988 - February 1990
Chemical Bank August 1983 - July 1987
Skills
Valuation, Software, Mergers
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA
Yale University 1979 — 1983
BA
Choate Rosemary Hall 1978 — 1979
Barclaycard / Entech December 2014 - Present
JPMorgan Chase September 2012 - December 2014
Wells Fargo May 2012 - August 2012
Urban Health Initiative Inc./Urban Solution Inc. April 2011 - May 2012
State Street IMS January 2008 - April 2011
Metro Dwellings LLC September 2006 - December 2008
Deutsche Bank Securities 2003 - 2006
Lehman Brothers 1999 - 2003
Skills
Certified Scrum Master...
Education
City University of New York City College 1992 — 2000
BA, Economics
City University of New York City College 1990 — 2000
economics
Cornwall College
Cornwall College
Prudential, Quantitative Management Associates June 2010 - August 2010
BGCantor Market Data April 2009 - July 2009
Deutsche Bank Securities June 2007 - August 2007
EVG Investment May 2004 - June 2006
ISBANK Group November 2001 - May 2004
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2011
MS., Operations Research, Financial Applications
Fordham Gabelli School of Business 2006 — 2008
Istanbul University 1998 — 2001
BS, Computer Science and Engineering
Progressive Insurance October 2013 - Present
Progressive Insurance February 2012 - October 2013
Progressive Insurance September 2010 - February 2012
Progressive Insurance October 2008 - September 2010
Progressive Insurance October 2007 - October 2008
McMaster-Carr 2006 - 2007
Deutsche Bank Trust Company Americas September 2003 - October 2006
Deutsche Bank Securities June 2001 - August 2003
Morgan Stanley June 2000 - August 2000
Skills
Financial Modeling, Process Improvement, Data Analysis, Financial Analysis, Forecasting, Business Analysis, Analysis, Iso 9000, Problem Management, Incident Management, Diversity & Inclusion, Software Development..., Quality Management, Application Performance..., Foundation Certificate..., IT Management, IT Service Management, Software Documentation, Management, Strategy, Disaster Recovery, Banking, Budgets, Internal Audit, Portfolio Management, Financial Reporting, Valuation, Due Diligence, Risk Management, IT Strategy, SDLC, Requirements Gathering
Education
Cleveland State University 2009 — 2012
Master of Business Administration (MBA)
Lehigh University 1997 — 2001
BS, Finance
Lehigh University - College of Business and Economics 1997 — 2001
BS, Finance
Ipreo April 2014 - Present
Mitsubishi UFJ Securities (USA), Inc. March 2009 - April 2014
Deutsche Bank Securities 2006 - 2009
Credit Suisse 2005 - 2006
Wachovia Bank 2003 - 2005
Prudential Securities 1998 - 2003
Skills
Capital Markets, Bloomberg, Fixed Income, Equities, Bonds, Microsoft Office, Series 7, Series 63, Series 79, Project Management, MS Excel Pivot Tables, Syndicate, Investment Banking, Securitization, Financial Modeling, Hedge Funds, Investments, Portfolio Management, FINRA, Trading, Derivatives, Financial Services
Education
Fashion Institute of Technology 2004 — 2005
Computer Animation
City University of New York-College of Staten Island 1996 — 2000
Liberal Arts
Iona College 1994 — 1996
Credit Suisse August 2005 - September 2012
SG Cowen 2001 - 2005
Cowen and Company LLC 2001 - 2005
Columbia Business School 1997 - 1999
Deutsche Bank 1995 - 1997
Deutsche Bank Securities 1995 - 1997
Salomon Smith Barney 1993 - 1995
TCAM, LLC 1991 - 1993
Skills
Equities, Investment Banking, Fixed Income, Capital Markets, Derivatives, Valuation, Bloomberg, Hedge Funds, Financial Modeling, Portfolio Management, Investments, Options, Low Latency, Equity Trading, Trading Systems, Equity Research, Market Data, Mergers & Acquisitions, Entrepreneurship, Business Strategy, Risk Management, Emerging Markets, Strategic Planning, Venture Capital, Financial Structuring, Strategy, Electronic Trading, Asset Management, Due Diligence, Swaps, Corporate Finance, Structured Finance, Bonds, Trading, Financial Markets, Financial Services, FX Options, Alternative Investments, Private Equity, Banking, Program Management, Series 7, Credit Derivatives, SDLC, Equity Derivatives, Vendor Management, Project Management, Sybase, Business Analysis, Structured Products
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
New York University - Polytechnic School of Engineering 1993 — 1996
MS, Computer Science
New York University - Polytechnic School of Engineering 1986 — 1990
BS, Electrical Engineering
GoldenTree Asset Management March 2015 - Present
Deutsche Bank Securities July 2012 - February 2015
Bank of America June 2007 - June 2010
Education
Brown University 2003 — 2007
New York University - Leonard N. Stern School of Business
MBA, Finance
Credit Suisse February 2012 - Present
HSBC September 2011 - February 2012
Morgan Stanley February 2011 - September 2011
Deutsche Bank Securities October 2005 - December 2010
UBS Wealth Management June 1998 - October 2005
The Chase Manhattan Bank July 1991 - October 1997
Skills
Business Analysis, Business Process..., Change Management, Financial Services, Investment Banking, Process Improvement, Project Management, SDLC, Back Office, Banking, Middle Office, PMO, Reference Data, Regulatory Reporting, Vendor Management, Trading Systems, Capital Markets, Derivatives, Fixed Income, Management, Program Management, Securities
Education
Rutgers, The State University of New Jersey-Graduate School of Management
MBA, International Business
Bryn Mawr College
Bachelor's, English Literature
Clifton High School
Deutsche Bank Securities January 2008 - Present
Banc of America Securities February 2005 - November 2007
The Macgregor Group February 2001 - February 2005
William E. Simon & Sons Municipal Securities January 1998 - February 2001
William E. Simon & Sons Municipal Securities June 1992 - January 1998
Skills
Equities, Electronic Trading
Education
Drew University
BA
Bucknell University
TPG Specialty Lending February 2014 - Present
Tennenbaum Capital Partners, LLC October 2012 - February 2014
Plainfield Asset Management June 2006 - January 2012
Heartland Industrial Partners January 2001 - January 2005
Deutsche Bank Securities 1998 - 2001
Education
Columbia University - Columbia Business School 2003 — 2005
St. Lawrence University
Deutsche Bank Securities February 2015 - Present
Deutsche Bank Securities July 2012 - February 2015
Deutsche Bank October 2008 - July 2012
Merrill Lynch January 2007 - October 2008
Skills
Microsoft Excel, Management, Misys Loan IQ, Corporate Finance, PowerPoint, FactSet, Banking
Education
Columbia University in the City of New York 2014 — 2014
Master of Business Excellence
University of North Florida 2006 — 2007
Master of Business Administration (MBA), Finance, General
Flagler College 2001 — 2005
Bachelor of Arts (BA), Business Administration and Management, General
Nippon Life Global Investors / Nippon Life Group 2013 - Present
Nippon Life Group / NLI Int'l 2006 - 2013
Deutsche Bank Securities 2000 - 2006
Skills
Equities, Capital Markets, Investment Banking, Equity Research, Bloomberg, Valuation, Financial Modeling, Portfolio Management, Securities, Asset Management, Emerging Markets, Equity Valuation, Corporate Finance, Business Strategy, Finance, Financial Markets, Strategy, Due Diligence, IPO, Investments, Trading, Series 7, Venture Capital, Investment Management, Investor Relations, Equity Derivatives, Structured Products, DCF, Mutual Funds, Series 63, Investment Strategies, Options, Equity Trading, Asset Allocation, Commodity, Corporate Development, Financial Structuring, Mergers & Acquisitions, Credit Derivatives, Wealth Management, FINRA, Electronic Trading, Financial Analysis, Business Valuation, Risk Management, Proprietary Trading, Strategic Financial..., Financial Services, Technical Analysis, Trading Strategies
Education
Columbia University - School of International and Public Affairs 1992 — 1993
M.I.A., Soviet Studies / Harriman Institute
Columbia University in the City of New York 1988 — 1992
B.A., Independent Major
Leningrad State University named after A.S. Pushkin
Summer Language Program
Toronto French School 1977 — 1987
Meridian Asset Finance LLC July 2011 - Present
Deutsche Bank Securities 1997 - 2011
Skills
Structured Finance, Fixed Income, Capital Markets, Financial Modeling, Alternative Investments, Corporate Finance, Investments, Hedge Funds, Investment Banking, Due Diligence, Valuation, Private Equity, Venture Capital, Corporate Development, Private Placements
Education
Columbia Business School 1995 — 1997
Master of Business Administration (MBA), Finance, General
Trinity College-Hartford 1986 — 1990
Bachelor of Arts (B.A.), Political Science
The Blackstone Group May 2014 - Present
Deutsche Bank Securities July 2010 - May 2014
Consultant August 2009 - July 2010
Banc of America Securities June 2006 - August 2009
Allen & Overy 2005 - 2006
Bear Stearns 2004 - 2005
Cadwalader, Wickersham & Taft LLP September 1999 - May 2004
Skills
Mergers
Education
Fordham Law School 1996 — 1999
Doctor of Law (J.D.)
City University of New York-Brooklyn College 1992 — 1996
Bachelor of Science (B.S.), Accounting
Brown University July 2013 - Present
Narragansett Management, L.P. 2008 - 2013
Banc of America Securities 2006 - 2007
Banc of America Securities 2003 - 2006
Deutsche Bank Securities 1996 - 2000
Skills
Leveraged Finance, Debt, Capital Markets, Equities, High Yield, Investments, Special Situations, Hedge Funds, Industry Analysis, Securities, Mezzanine, LBO, Private Placements, Structuring, Investment Banking, Private Equity, Valuation, Portfolio Management, Financial Modeling, Credit, Due Diligence, Capital Structure, Financial Analysis, Corporate Finance, Recapitalizations, Fixed Income, Credit Analysis, Alternative Investments, Origination, Securitization, Buyouts, Series 7, Asset Management, Bonds, Trading, Structured Finance, Mergers, Capital, DCF, Buy-side, Principal Investing, Deal Structuring, Equity Valuation, Value Investing, Deal Execution, Debt Structuring, Fundamental Research, Mergers & Acquisitions, Equity Research, Finance
Education
Columbia University - Columbia Business School 2002 — 2003
University of California, Berkeley 1992 — 1996
Bachelor of Arts (B.A.), Economics
Bush School
Pioneer Funding Group, LLC March 2010 - Present
LiveAce LLC June 2012 - January 2014
Creditor Liquidity, LP February 2009 - March 2009
Fortress Investment Group May 2007 - January 2009
Deutsche Bank Securities March 2005 - May 2007
CIBC World Markets August 2003 - February 2005
Arthur Andersen June 1998 - June 2001
Wachovia Bank August 1996 - June 1998
Skills
Investment Banking, Debt, Corporate Finance, Credit Analysis, Valuation, Loans, Investments, Leveraged Finance, Due Diligence, Financial Modeling, High Yield, Industry Analysis, Financial Analysis, Credit
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
Bucknell University 1992 — 1996
BA, Political Science
Delbarton 1988 — 1992
Bershire Partners September 2012 - Present
RBS Citizens March 2012 - August 2012
FTI Consulting February 2009 - February 2012
Deutsche Bank June 1995 - January 2008
Deutsche Bank Securities 2006 - 2008
Deutsche Banc Alex. Brown 1998 - 2003
Bankers Trust 1994 - 1998
chase manhattan bank 1991 - 1994
Skills
Investment Banking, Valuation
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Bryn Mawr College 1987 — 1991
BA, Economics, Minor French
JPMorgan Chase March 2013 - Present
Bank of America September 2009 - March 2013
Deutsche Bank Securities July 2007 - September 2009
Education
Colgate University 2003 — 2007
Bachelor of the Arts, Economics
Universidad Pablo de Olavide 2005 — 2005
Study Abroad, Spanish Language and Literature
Deutsche Bank Securities August 2011 - Present
Citigroup 2005 - 2011
Deutsche Bank Securities 2001 - 2005
Bear Services LLC 1998 - 2001
Citicorp 1988 - 1998
Johnson Controls 1984 - 1986
Education
Columbia University - Columbia Business School 1986 — 1988
Union College 1980 — 1984
BS, Mechanical Engineering
Macquarie Group July 2013 - Present
Centerstone Partners, LLC 2009 - 2013
Deutsche Bank Securities 2004 - 2009
Deutsche Bank Securities 1998 - 2004
Education
Bucknell University 1994 — 1998
BS, Accounting, Finance
George School
Newtown, Pennsylvania
Merrill Lynch July 2011 - Present
Deutsche Bank Securities February 2008 - June 2011
Deutsche Bank June 2006 - August 2006
Los Angeles Urban League June 2005 - August 2005
Caltech Computational Materials and Design Facility June 2005 - August 2005
Summer Undergraduate Research Fellowship - Caltech June 2004 - August 2004
Skills
Trading, FX, Currency, VBA, Derivatives, Interest Rate..., Fixed Income, Structured Products, Options, Swaps, Bloomberg, FX trading, Global Macro, Trading Systems, Quantitative Finance, Interest Rate Swaps, Market Making, Hedging, FX Options
Education
Caltech 2003 — 2007
BS, Applied Mathematics
Deutsche Bank Securities February 2015 - Present
Deutsche Bank Securities July 2011 - February 2015
Deutsche Bank Securities January 2011 - July 2011
Deutsche Bank Securities June 2008 - December 2010
Barclays Capital June 2006 - August 2006
Skills
Financial & Operational..., Operational Due..., M&A execution, Project Management, P&L Forecasting, Valuation, Investment Banking, Communication, Presenter, Capital Markets Advisory, Mentoring, Leadership, Microsoft Office, Bloomberg Terminal, Bloomberg, Capital Markets, Financial Modeling, Mergers & Acquisitions
Education
Columbia Business School 2011 — 2011
Executive education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
BA, Economics, Political science, Summa Cum Laude
Deutsche Bank Securities July 1998 - March 2009
Salomon Brothers 1994 - 1998
Education
California State University, Fresno 1980 — 1984
BA, Economics
Deutsche Bank Securities July 2010 - Present
Barclays Capital 2008 - August 2010
Lehman Brothers 2005 - 2008
Education
Central European University 2004 — 2005
MBA, Finance
National University of Ireland, Galway 2000 — 2004
LLB, Law
CFRA Research September 2008 - Present
ISS Institutional Shareholder Services April 2006 - September 2008
bigdough 2002 - 2006
Deutsche Bank Securities April 1999 - April 2002
Skills
Hedge Funds, Equities, Equity Research, Asset Managment, Capital Markets, Key Account Management, Client Development, Insurance
Education
Clemson University 1991 — 1995
BS, Financial Management
Freedom Mortgage Corporation November 2014 - Present
Patriarch Partners LLC September 2009 - July 2013
MBIA September 2001 - June 2009
MBIA UK Insurance Ltd. February 2008 - February 2009
Deutsche Bank August 1992 - September 2001
Deutsche Bank Securities 1992 - 2001
Skills
Structured Finance, Portfolio Management, Capital Markets, Investment Banking, Fixed Income, Due Diligence, Securitization, Project Finance, Financial Modeling, Corporate Finance
Education
Georgetown University 1990 — 1992
M.S., Int'l Finance and German Language
Middlebury Institute of International Studies at Monterey 1983 — 1985
BA, Int'l Economics and Russian Language
California State University, Fresno 1981 — 1983
General Education
MHR Fund Management February 2007 - Present
Seven Bridges Capital February 2005 - February 2007
Deutsche Bank Securities July 2000 - January 2005
Arthur Andersen 1996 - 2000
Skills
Bonds, Equities, Debt, Investments, Mergers & Acquisitions, Private Equity, Valuation, Capital Markets, Financial Modeling, Hedge Funds, Fixed Income, Alternative Investments, Investment Banking, Due Diligence
Education
Columbia University in the City of New York 1984 — 1988
BA, English
Moelis & Company January 2015 - Present
Deutsche Bank Securities June 2011 - December 2014
Darden School of Business, University of Virginia August 2009 - June 2011
Deutsche Bank Securities June 2010 - August 2010
Medtronic CardioVascular September 2004 - May 2009
Johnson & Johnson January 2004 - September 2004
Education
University of Virginia Darden School of Business 2009 — 2011
Columbia Engineering
MS, Materials Engineering
University of California, Los Angeles
BS, Materials Engineering
American Capital LLC January 2006 - Present
Friendship Ambassadors Foundation 2010 - 2012
American Institute of Wine and Food 2010 - 2012
Near & Far Aid 2009 - 2012
Palladian Research LLC 2003 - 2006
Deutsche Bank Securities 1997 - 2003
Lehman Brothers 1990 - 1997
Education
Columbia University in the City of New York 1988 — 1989
none, Mathematics Ph. D. program
Mount Holyoke College 1984 — 1988
B.A. summa cum laude, English and Mathematics
Deutsche Bank Securities June 2006 - Present
JP Morgan June 2004 - June 2006
Skills
Investment Banking, Equity Valuation, Bloomberg, Capital Markets, Equities, Hedge Funds, Valuation, Emerging Markets, Corporate Finance
Education
Carnegie Mellon University 1999 — 2003
BS, Business Administration
Deutsche Bank Securities May 2009 - Present
ABN AMRO 2003 - 2008
ABN Amro 2003 - 2008
ABN AMRO Bank 2003 - 2008
deutsche 2000 - 2004
JPMorgan Chase & Co. 1989 - 1992
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA Finance, Finance
Columbia Engineering 1982 — 1986
BS, Industrial Engineering
Deutsche Bank Securities June 2008 - August 2008
InfoChina Technologies 1999 - 2005
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2008
Peking University 1999 — 2002
MBA, Finance
Deutsche Bank Securities August 2013 - Present
Goldman Sachs August 2009 - April 2013
Education
Cornell University 2004 — 2009
Ph.D., Operations Research and Information Engineering
Carnegie Mellon University 2000 — 2003
B.S., Mathematical Sciences
Credit Suisse September 2015 - Present
Credit Suisse July 2012 - September 2015
Credit Suisse May 2011 - July 2012
Deutsche Bank Securities June 2004 - December 2010
Barclays Capital January 2004 - July 2004
UFJ Bank Limited March 2002 - December 2003
Skills
Equities, Fixed Income, Investment Banking, Financial Analysis, Business Analysis, Analysis, Business Objects, Bloomberg, Project Management, Financial Services, Capital Markets, Access, Middle Office, Portfolio Management, Front Office, Sales People and Trader..., iAnalyze, Essbase, System Testing, Performance Testing, Data Reconciliation, Data Analysis
Education
University of Phoenix 2005 — 2007
Masters in Management, Finance, Management
Brooklyn College 1998 — 2002
B.S. in Business / Management / Finance
Delphi March 2015 - Present
Deutsche Bank Securities June 2007 - March 2015
Carl Marks June 2001 - May 2007
KPMG June 1997 - August 1999
Skills
Investment Banking, Private Equity, Valuation, High Yield, Financial Modeling, Due Diligence, Hedge Funds, Private Placements, Capital Structure, Mergers, Equities, Fixed Income, Capital Markets, Buy-side, Alternative Investments, Restructuring, Structured Finance, Leveraged Finance, Bloomberg, Financial Structuring
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
Colgate University 1993 — 1997
AB, Political Science
NJSP 1992 — 1992
HSBC Securities (USA) Inc. July 2003 - Present
HSBC Securities (USA) Inc. July 2003 - August 2007
Deutsche Bank Securities October 1999 - July 2003
White & Case September 1998 - October 1999
Skills
Asset Management, Bloomberg, Bonds, Capital Markets, Corporate Finance, Credit Derivatives, DCM, Derivatives, Financial Markets, Fixed Income, Hedge Funds, Investment Banking, Investments, Securities, Series 63, Series 7, Trading
Education
Columbia University in the City of New York 1994 — 1998
Perella Weinberg Partners February 2012 - Present
DB Alternative Trading (DB Proprietary Trading) 2008 - February 2012
Deutsche Bank Securities 2004 - 2008
RBC Capital Markets 2000 - 2004
Skills
Equity Research, Equity Valuation, Valuation, Financial Modeling, Equities, Bloomberg, Stock Picking, Hedge Funds, Financial Analysis, Asset Managment, Portfolio Management
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
University of Saint Thomas 1988 — 1992
Deutsche Bank Securities 2010 - 2014
Piper Jaffray 2009 - 2010
Piper Jaffray 2006 - 2007
Piper Jaffray 2004 - 2006
Skills
Investment Banking, Strategic Advisory, Mentoring, Financial Analysis, Financial Modeling, Mergers, Due Diligence, Greater China, Emerging Markets, Strategy, Hedge Funds, Valuation, Financial Services, Private Equity, Venture Capital, Mergers & Acquisitions, Corporate Development
Education
Columbia University - Columbia Business School
MBA
Carnegie Mellon University
B.S.
Henry M. Gunn High School
Axioma Inc. June 2015 - Present
Kempen & Co, USA October 2014 - January 2015
Deutsche Bank Securities August 2012 - January 2014
Deutsche Bank Securities February 2008 - July 2012
Skills
Fixed Income, Options, Bloomberg, Hedge Funds, Equities, Bonds, Derivatives, Investment Banking, Trading, Alternative Investments, Capital Markets, Investments, Valuation, Financial Modeling, Asset Management, Portfolio Management, Series 7, Securities, Series 63, Equity Derivatives, Financial Markets
Education
Hofstra University 2005 — 2007
Bachelor of Business Administration, Finance
Butler University 2003 — 2005
B.A., Finance
Garden City High School
Litespeed Management June 2014 - March 2015
Elm Ridge June 2013 - August 2013
American Securities August 2010 - June 2012
Deutsche Bank Securities June 2008 - July 2010
Skills
LBO, Financial Modeling, Private Equity, Valuation, Strategy, Investment Banking
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Value Investing
Yale University 2004 — 2008
BA, Economics
Benchmark Plus Management LLC July 2012 - Present
S&P Indices September 2009 - July 2012
Morgan Stanley Investment Management January 2007 - January 2009
Morgan Stanley Alternative Investment Partners May 2004 - January 2007
Deutsche Bank Securities July 2001 - April 2004
US Navy August 1993 - August 2000
US Navy August 1993 - August 2000
Skills
Fixed Income, Hedge Funds, Derivatives, Equities, Options, Portfolio Management, Capital Markets, Trading, Equity Derivatives, Swaps, Commodity, Risk Management, Structured Finance, Mutual Funds, Hedging
Education
Carnegie Mellon University - Tepper School of Business 1998 — 2001
MBA, Finance, Derivatives, Accounting
Carnegie Mellon University 1989 — 1993
BS, Mechanical Engineering
HSBC September 2013 - Present
HSBC Securities December 2007 - June 2009
Deutsche Bank Securities March 2007 - November 2007
Credit Suisse First Boston May 2006 - March 2007
Hudson Capital Group November 2005 - April 2006
Skills
Investments, Equities, Trading, Options, Securities, Financial Risk
Education
City University of New York-College of Staten Island 2000 — 2004
BS, Finance and Economics
Pace University 1999 — 2000
GreensLedge Capital Markets March 2010 - Present
JP Morgan September 2004 - January 2009
Deutsche Bank Securities May 2001 - August 2004
Morgan Stanley July 1996 - April 2001
Education
Columbia Engineering 1992 — 1996
BS, Operations Research
Gibson, Dunn & Crutcher LLP October 2011 - Present
Gibson, Dunn & Crutcher LLP May 2010 - July 2010
US Department of Labor May 2009 - July 2009
Deutsche Bank Securities August 2006 - July 2008
Citigroup Capital Markets May 2005 - August 2005
US Securities and Exchange Commission June 2004 - July 2004
Education
Columbia University School of Law 2008 — 2011
JD
University of Pennsylvania 2002 — 2006
BS and BA, Finance, Business & Public Policy, International Studies
KeyBanc Capital Markets May 2010 - Present
Bernstein Private Wealth Management 2009 - 2010
Prudential Equity Group 2006 - 2007
Deutsche Bank Securities 1999 - 2006
JP Morgan 1994 - 1999
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Deutsche Asset Management September 2013 - Present
BNP Paribas March 2011 - July 2012
Carnegie Mellon Tepper School of Business August 2009 - March 2011
UBS Investment Bank July 2007 - July 2009
Carnegie Mellon University January 2007 - May 2007
Deutsche Bank Securities May 2006 - August 2006
IBM May 2005 - July 2005
Education
Carnegie Mellon University 2003 — 2007
Bachelor of Science, Electrical and Computer Engineering
Aon Benfield May 2010 - Present
Deephaven Capital Management April 2005 - July 2009
Deutsche Bank Securities January 1997 - March 2005
Morgan Stanley December 1990 - January 1997
Bankers Trust April 1990 - December 1990
Drexel Burnham Lambert June 1986 - March 1990
Skills
Business Process..., Change Management, Vendor Management, Project Management, Software Development, Risk Management, Budgets, Project Planning
Education
Columbia University in the City of New York 1982 — 1986
BA, Economics/Philosophy
ITOCHU International September 2005 - Present
Deutsche Bank Securities February 2001 - April 2002
JP Morgan May 2000 - February 2001
Lehman Brothers October 1994 - May 2000
Daimler-Benz/AEG Automation, Inc. 1988 - 1991
Education
Carnegie Mellon University - Tepper School of Business 1989 — 1992
MBA, Finance
University of Michigan 1981 — 1986
BS Engineering, Mechanical & Electrical Enginnering
St. Mary's International School (Tokyo) 1976 — 1981
High School
St. Maur's sister school
Ranieri Partners Management LLC June 2011 - Present
Deutsche Bank Securities 2004 - 2011
Deloitte & Touche LLP 1995 - 1997
Skills
Capital Markets, Structured Finance, Valuation, Fixed Income, MBS, Securitization, Structured Products, Investment Banking, Equities, Due Diligence, Financial Modeling, ABS, Investments
Education
Clarkson University
Columbia
HSBC Securities 2009 - Present
Deutsche Bank Securities 1998 - 2009
Education
Bucknell University
BA, Economics and International Relations
Fordham Gabelli School of Business
MBA, Finance and Marketing
Herring Creek Capital 2015 - Present
Newbrook Capital Advisors June 2014 - August 2014
Tyrian Investments, LP January 2014 - May 2014
SAC Capital April 2010 - May 2013
Deutsche Bank Securities June 2007 - April 2010
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Value Investing Program
Princeton University 2003 — 2007
B.S.E., Operations Research and Financial Engineering, Magna Cum Laude
American Folk Art Museum (AFAM) July 2013 - Present
Frick Art Reference Library January 2013 - June 2013
The Rockefeller Foundation September 2008 - March 2011
Deutsche Bank 2003 - 2008
Deutsche Bank Securities 2002 - 2008
Skills
Customer Service, Knowledge Management, Library Science, Metadata, Information Retrieval, Library, Competitive Intelligence, Information Management, Cataloging, Research
Education
Brooklyn College
Bachelor of Arts (B.A.), Education
Pratt Institute
Master of Library and Information Science, Library and Information Science
Comvest Partners 2009 - Present
UBS Investment Bank 2004 - 2008
Deutsche Bank Securities 1999 - 2004
Skills
LBO, Leveraged Finance, Mergers, Due Diligence, Recapitalizations, Mergers & Acquisitions, Investments, Equities, Capital Markets, Financial Structuring, Financial Modeling, Structured Finance, Finance, Capital, Private Equity, Credit Analysis, Middle Market
Education
Carleton College 1995 — 1999
Bachelor of Arts
Apple Valley High School 1991 — 1995
Rocky Mountain Institute 2013 - Present
Deutsche Bank 2010 - 2012
Douglas Westwood January 2010 - June 2010
Deutsche Bank Securities June 2009 - August 2009
Ecoban Finance Limited November 2008 - May 2009
UBS Investment Bank 2006 - 2008
Skills
Derivatives, Equities, Options, Trading, Financial Modeling, Economics, VBA, Bloomberg, Equity Derivatives, Fixed Income, Excel, Bonds, R, Python, Mandarin
Education
Columbia University - School of International and Public Affairs 2008 — 2010
Master of International Affairs, Energy Economics and Policy, 3.9
University of North Carolina at Chapel Hill 2001 — 2005
BA, Economics
Independent Online Courses (Coursera.org)
Wells Fargo Securities LLC March 2010 - Present
Egan-Jones Structured Products April 2009 - September 2009
Deutsche Bank Securities July 2004 - December 2008
Bear, Stearns & Co. Inc. 2002 - 2004
MBIA Insurance Corporation 2000 - 2002
GE Capital Corporation 1999 - 2000
ContiFinancial Corporation September 1994 - December 1999
CS First Boston Corporation 1991 - 1994
Bear, Stearns & Co. 1987 - 1991
Salmon Brothers Inc 1984 - 1987
Skills
Securitization, MBS, Capital Markets, Finance, Financial Structuring, Structured Finance, Structured Products, Fixed Income, ABS, Investment Banking, Loans, Commercial Mortgages, Bloomberg, Securities, Valuation, Derivatives, Hedge Funds, Credit, Series 7, Series 63, Series 24
Education
Bucknell University 1980 — 1984
BS, Mathematics
Darien High School 1976 — 1980
College Prep
Currently searching for an IR position January 2009 - Present
Deutsche Bank Securities July 2005 - December 2008
Deutsche Bank Securities June 2004 - August 2004
Morgan Stanley June 2000 - June 2003
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance & Economics
University of Michigan 1996 — 2000
BA, English
J.P. Morgan Alternative Investments 2012 - Present
UBS Investment Bank 2011 - 2012
Barclays Capital (Lehman Brothers) 2005 - 2011
Deutsche Bank Securities 2003 - 2005
Fleet Bank 2002 - 2003
Skills
Equity Research, Fixed Income, Mergers & Acquisitions, Capital Markets, Investment Banking, Hedge Funds, Alternative Investments, Equities, Financial Modeling
Education
Brown University 1998 — 2002
Economics; Organizational Behavior and Management
Chartered Financial Analyst (CFA) Program
J.P. Morgan January 2011 - Present
JPMorgan Chase June 2008 - January 2011
Deutsche Bank Securities April 2006 - December 2007
JPMorgan Chase July 1988 - March 2006
Skills
Risk Management, Options Strategies, Mortgage Servicing..., Trading, Asset/Liability..., Treasury Management, Regulatory Advisory, ALM, Banking, Derivatives, FX Options, Capital Markets, Financial Risk, Fixed Income, Interest Rate Risk..., Investments, Liquidity Risk, Options, Portfolio Management, Treasury, Equities, Hedge Funds, Investment Banking
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Finance
Columbia Engineering 1985 — 1986
M.S., Operations Research
Columbia University in the City of New York 1984 — 1985
M.A., Mathematics
Reed College 1980 — 1984
B.A., Mathematics
Seer Capital Management August 2009 - Present
Deutsche Bank Securities 2004 - 2008
Education
Columbia Engineering 2000 — 2004
BS, Operations Research, Economics
Hutchin Hill Capital, LP January 2015 - Present
Deutsche Bank Securities 1997 - June 2011
Paribas Capital Markets 1994 - 1997
GE Capital Aviation Services (GECAS) 1990 - 1994
Morgan Stanley & Co. Incorporated 1986 - 1990
Marine Midland Bank 1984 - 1986
Education
Colgate University 1979 — 1983
A.B., Economics, Asian Studies
Corre Partners Management, LLC 2009 - Present
Trafelet & Company 2003 - 2008
Deutsche Bank Securities 2001 - 2003
UBS Investment Bank 1996 - 2000
National Westminster Bank 1991 - 1994
Skills
Hedge Funds
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA
Colgate University 1986 — 1989
BA
Perella Weinberg Partners July 2011 - Present
Bentley Associates 2010 - July 2011
Deutsche Bank Securities 2005 - 2008
Citigroup 2004 - 2005
William Street Advisors 2002 - 2004
Merrill Lynch 1996 - 2002
Dean Witter 1995 - 1996
Education
Columbia Law School 1992 — 1995
JD
University of Pennsylvania - The Wharton School 1986 — 1990
BS Econ, Finance, Accounting
MKM Partners March 2012 - Present
Ticonderoga Securities LLC 2011 - March 2012
Soleil Securities 2008 - 2011
Calyon Securities 2004 - 2008
Blaylock & Partners 2002 - 2004
Philo Smith & Co. 2001 - 2002
Deutsche Bank Securities 1994 - 2000
Conning & Company 1984 - 1994
Skills
Equity Research, Valuation, Investments, Financial Modeling, Equities, Financial Analysis, Portfolio Management, Hedge Funds, Series 7, Bloomberg, Asset Management, Capital Markets, Equity Valuation, Securities, Trading, Fixed Income, Investment Banking, Insurance, Financial Markets, Series 63, Alternative Investments, Investment Strategies, Financial Services, Trading Systems, Series 24, FINRA, Equity Trading, Derivatives, Mutual Funds, Emerging Markets, Options, Electronic Trading, Bonds, ETFs, Financial Risk, Investment Management, Risk Management, Private Equity, Hedging, Institutional..., Corporate Finance, Proprietary Trading, Commodity, Structured Products, Bloomberg Terminal, Equity Capital Markets, Economics, Investor Relations, Asset Allocation
Education
Case Western Reserve University - Weatherhead School of Management 1974 — 1978
Master of Business Administration (MBA), Finance, General
Cleveland State University 1968 — 1973
Bachelor of Business Administration (BBA), Business Economics
KPMG August 2014 - Present
T.D. Securities June 2011 - August 2014
Highbridge Capital Management 2010 - 2010
Frontier Communications 2010 - 2010
Natixis 2006 - 2009
Jefferies & Company 2004 - 2006
Julius Baer 2001 - 2003
Morgan Stanley Smith Barney 2000 - 2001
Deutsche Bank Securities 1999 - 2000
Merrill Lynch 1998 - 1999
Skills
VBA, Equities, Fixed Income, Access, Data Analysis, Bloomberg, SQL, Capital Markets, Investment Banking, Financial Analysis, Finra Series 99..., Equity Derivatives, Trading, Risk Management, Derivatives, Financial Markets
Education
Columbia University in the City of New York
BA - Columbia College
SNK Capital LLC September 2008 - Present
Seton Hall University September 2008 - Present
Deutsche Bank Securities March 1988 - March 2009
Bankers Trust Company 1995 - 1999
Bankers Trust Company 1995 - 1999
Bankers Trust Company 1995 - 1999
Bankers Trust Company 1995 - 1999
Bankers Trust Company 1995 - 1999
Skills
Equities, Derivatives, Corporate Finance, Financial Modeling, Portfolio Management, Investments, Asset Managment, Financial Analysis, Valuation, Investment Banking, Finance, Financial Risk
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Saint Bonaventure University 1981 — 1985
BBA Finance, Finance
Deutsche Bank Securities August 2011 - Present
Credit Suisse First Boston April 2010 - September 2010
Halcyon Asset Management March 2007 - December 2008
Pzena Investment Management January 2006 - May 2006
Skills
Hedge Funds, Equities, Securities, Bloomberg, Asset Managment, Derivatives
Education
Cabrini College 1993 — 1995
BA, Summa cum Laude, Political Science/History
Eötvös Loránd University 1991 — 1993
N/A, Law
M/C Partners August 2013 - Present
Deutsche Bank Securities July 2011 - June 2013
Deutsche Bank Securities June 2010 - August 2010
Skills
Investment Banking, Financial Modeling, Capital IQ, Valuation, Private Equity, Corporate Finance, Equity Research, Economics, LBO, Mergers & Acquisitions, Microsoft Excel, Financial Analysis, Investments, Buy-side, Due Diligence, Operational Due..., Management Due Diligence, Finance, Microsoft Office, Strata, R, Fundraising, Portfolio Management
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Operations Research
Claremont McKenna College 2007 — 2009
Bachelor of Arts (B.A.), Economics
Roper Technologies, Inc. April 2013 - Present
VRA Partners, LLC April 2012 - April 2013
Morgan Keegan April 2010 - April 2012
Devon Value Advisers June 2004 - January 2009
Deutsche Bank Securities June 2003 - August 2003
Devon Value Advisers December 1999 - June 2002
Deloitte & Touche September 1997 - December 1999
Skills
Private Equity, Valuation, Mergers, Investment Banking, Equities, Strategy, Hedge Funds, Divestitures, Business Strategy, Acquisitions, Capital Raising, Recapitalizations, Financial Modeling, Corporate Finance, Capital Markets, Financial Analysis, LBO, Due Diligence, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance, Management
Princeton University 1993 — 1997
AB, Economics
Deutsche Bank Securities May 2015 - Present
Wells Fargo Securities July 2013 - May 2015
Carnegie Mellon Tepper School of Business August 2011 - May 2013
Wells Fargo Securities June 2012 - August 2012
Schneider Downs Corporate Finance July 2010 - July 2011
Schneider Downs Corporate Finance January 2007 - June 2010
Skills
Investment Banking
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
University of Pittsburgh 2002 — 2006
BSBA, Finance and Accounting
Imperator Capital 2004 - Present
Sandy Alexander 2007 - 2010
New York City Opera 1999 - 2010
National Dance Institute 1989 - 2009
Deutsche Bank Securities 1999 - 1999
BT Wolfensohn (division of Bankers Trust) 1996 - 1999
James D. Wolfensohn Inc. 1981 - 1996
Skills
Mergers, Investment Banking, Investments, Corporate Finance, Financial Advisory, Portfolio Management, Restructuring, Negotiation, Strategic Planning, Equities, Research, Due Diligence, Business Strategy, Asset Management, Valuation, Hedge Funds, Fundraising, Alternative Investments, Private Equity, Emerging Markets, Business Planning, Data Analysis, Cash Flow, Small Business, Capital Markets, IPO, Joint Ventures, Corporate Development, Excel, Management Consulting, Word, Planning, New Business Development, Budgeting
Education
The Tuck School of Business at Dartmouth 1979 — 1981
MBA, Finance
Colgate University 1972 — 1976
BA, Economics, Political Science, Psychology
Yang Capital LLC November 2013 - Present
Walnut Hill Group LLC April 2010 - October 2013
Square Mile Capital Management August 2006 - March 2010
Deutsche Bank Securities July 1999 - August 2006
Skills
real estate finance, Real Estate Investment, Hotels, Renovation, Real Estate Economics, Asset Managment, Real Estate, Mergers, Valuation, Investments, Asset Management, Mergers & Acquisitions, Investment Properties, Capital Markets, Due Diligence, Private Equity, Acquisitions, Commercial Real Estate, Financial Modeling, Disposition, Real Estate Development, Dispositions, Portfolio Management
Education
Columbia University - Columbia Business School 2003 — 2004
MBA, Finance, Real Estate
Georgetown University 1995 — 1999
BSBA, Finance and Technology Management, Management
Walter Johnson 1991 — 1995
Goldman Sachs April 2014 - Present
Goldman Sachs October 2010 - Present
Deutsche Bank Securities 2008 - 2009
Smith Barney January 2004 - December 2006
Skills
Corporate Finance, Equities, Investment Banking
Education
City University of New York-Brooklyn College
Bachelor, Business Management
Sumitomo Mitsui Banking Corporation February 2015 - Present
Ernst & Young 2011 - January 2015
Deutsche Bank Securities July 1999 - November 2010
Education
Columbia University in the City of New York 1992 — 1996
B.S., Engineering, Economics
Rivington Ca[pital 2001 - 2013
Deutsche Bank Securities 1966 - 1999
Skills
Equity Release, Retirement Savings, Mergers, Corporate Finance, Mergers & Acquisitions, Executive Management, Private Equity, Banking, Energy, Management, Equities, Corporate Governance, Finance, Auditing, Commercial Banking, Securities, Due Diligence, Private Placements, Financial Structuring
Education
College of the Holy Cross
Citi 2013 - Present
J.P. Morgan Asset Management 2012 - 2013
Deutsche Bank Securities 2003 - 2011
Skills
Hedge Funds, Equities, Options, Economics, Derivatives, Bloomberg, FX Options, Risk Management, Equity Derivatives, Financial Modeling, Capital Markets, Investment Banking, Trading, Credit Derivatives, Mergers & Acquisitions, Corporate Finance, Fixed Income, Securities, LATAM, KYC, Onboarding, Legal Compliance
Education
Hunter College
Bachelor of Arts (B.A.), English language Arts & Hebrew
HSBC September 2014 - Present
Wells Fargo Securities November 2013 - September 2014
Deutsche Bank Securities September 2003 - November 2013
Skills
Derivatives, Fixed Income, Capital Markets, Equities, Investment Banking, Valuation, Financial Risk, Risk Management, Financial Modeling, Hedge Funds
Education
McGill University 1992 — 1997
Doctor of Philosophy (PhD), Physics
Carnegie Mellon University - Tepper School of Business
Carnegie Mellon University - Tepper School of Business
HSBC October 2013 - Present
Deutsche Bank Securities June 2008 - September 2013
Citi August 2005 - May 2008
Skills
Derivatives, Trading, Swaps, Emerging Markets, Bonds, Currency, Rates, Foreign Exchange, Credit, Latin America, Fixed Income, Capital Markets, Equities, Bloomberg, Investment Banking, Financial Markets
Education
Cornell University 2000 — 2005
PhD, Applied Math
Columbia University - Fu Foundation School of Engineering and Applied Science 1995 — 1999
BS, Applied Math
BNP Paribas March 2003 - February 2005
Deutsche Bank Securities October 1999 - January 2003
UBS Securities Co., Ltd January 1994 - October 1999
Goldman Sachs May 1987 - January 1994
Education
Columbia University in the City of New York 1985 — 1987
Master of International Affairs, US - Soviet Foreign Policy; International Banking and Finance
State University of New York at Albany 1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government, Magna Cum Laude
BNP Paribas 2004 - December 2011
Deutsche Bank Securities 1994 - 2003
Sharps Pixley/Kleinwort Benson 1989 - 1993
Education
City University of New York-Brooklyn College
Accounting
Pace University - Lubin School of Business
Finance
The Buckingham Research Group April 2014 - Present
Wedbush Securities January 2006 - February 2014
Hibernia Southcoast Capital 2004 - 2005
Asiatone 2002 - 2004
Deutsche Bank Securities 2000 - 2002
SunTrust Robinson Humphrey 1998 - 2000
Deutsche Bank Securities (Alex. Brown & Sons) 1997 - 1998
Bell Sygma 1994 - 1997
Skills
Equities, Equity Valuation, Equity Research, Finance, Valuation, Telecommunications, Financial Modeling, Investments, Capital Markets, Investment Banking, Asset Management, Hedge Funds, Bloomberg, Corporate Finance, Financial Analysis
Education
Northeastern University - Graduate School of Business Administration 1992 — 1994
Master of Business Administration (MBA), Accounting and Finance
Carleton University 1988 — 1991
Bachelor of Commerce (B.Com.), Finance
J.P. Morgan March 2007 - Present
Deutsche Bank Securities August 2004 - March 2007
Education
Columbia Business School 2002 — 2004
Master of Business Administration (MBA), Finance
University of Chicago 1999 — 2002
Bachelor's degree, Economics
Citi July 2014 - Present
Deutsche Bank April 2011 - Present
Deutsche Bank Securities January 2006 - April 2011
Skills
KYC, Anti Money Laundering, Reference Data
Education
Brooklyn College
St. Francis College