Deutsche Bank Securities
Deutsche Bank Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Deutsche Bank Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Deutsche Bank Securities Salaries. You can even request information on how much does Deutsche Bank Securities pay if you want to. Learn about salaries, pros and cons of working for Deutsche Bank Securities directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Bertram Capital August 2014 - Present
Deutsche Bank Securities June 2012 - July 2014
UBS Investment Bank June 2011 - August 2011
Balyasny Asset Management L.P. June 2010 - August 2010
Skills
Investment Banking, Financial Modeling, Valuation, Private Equity, Bloomberg, Corporate Finance, Financial Analysis, Due Diligence, Capital Markets, Equities
Education
Harvard University 2007 — 2011
AB, Economics
Hipmunk, Inc. February 2011 - Present
Private Bank 2010 - 2011
Deutsche Bank Securities 2009 - 2010
Capmark Finance, Inc. June 2004 - May 2009
AIMCO 2001 - 2004
ProLogis 1998 - 2001
Swidler & Berlin 1997 - 1997
Skills
Contract Negotiations, Corporate Development, Global Business..., Strategic Planning, Investment Banking, Strategic Leadership, Start-ups, Structured Finance, Financial Analysis, Due Diligence, Monetization, Recruiting, Team Leadership, Strategic Partnerships, Online Advertising, Business Development, Contract Negotiation, Entrepreneurship, Leadership, Management, Strategy, New Business Development, Finance, Analysis, Competitive Analysis, Business Strategy, Mergers & Acquisitions, Valuation
Education
Gettysburg College
BA, Economics
EP ENERGY May 2008 - Present
Deutsche Bank Securities May 2005 - April 2008
Baxter Bold March 2004 - May 2005
Skills
Corporate Finance, M&A execution, International M&A, Oil & Gas Industry, Chartered Financial...
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance
Georgetown University 1993 — 1997
Bachelor of Science (B.S.), International Economics
Deloitte July 2014 - Present
AlixPartners 2012 - May 2014
Fordham Preparatory School November 2011 - January 2013
Deutsche Bank Securities June 2012 - July 2012
Midwest Products and Engineersing June 2009 - August 2010
National MS Society June 2008 - August 2010
Skills
Working written and..., Microsoft Office, Advanced problem..., High level knowledge of..., Management, Microsoft Excel, PowerPoint, Research, Microsoft Word, Public Speaking, Financial Analysis, Outlook, Accounting, Fundraising, Windows, Data Analysis, Market Research, Access, Customer Service, Event Planning, Social Media, Advertising, Financial Accounting, Investments, Financial Reporting, Teaching, Finance, Event Management, Risk Management, Financial Modeling, Bloomberg Terminal, Business Development, Entrepreneurship, Photoshop, Bloomberg, Spreadsheets, Valuation, HTML, Financial Statement..., Portfolio Management, Equity Research, Qualitative Research, Competitive Analysis
Education
Fordham University 2010 — 2014
Bachelor of Science (BS), Finance & Value Investing
Saint John's Northwestern Military Academy 2004 — 2010
High School, General Studies, A
Deutsche Bank Securities June 2014 - Present
BNY Mellon September 2007 - March 2014
Citco Fund Services 2006 - 2007
Citi September 1995 - September 2006
Prudential Financial September 1985 - September 1995
Skills
Extensive knowledge of..., 25 years+ successful..., Financial Reporting, Financial Analysis, Fund Accounting, Mutual Funds, Hedge Funds, Tax, Fund Administration, Accounting, Administration, Asset Management, Bloomberg, Equities, Securities, Fixed Income, Financial Services, Derivatives, Investments
Education
Hofstra University 1979 — 1983
Bachelor of Business Administration (BBA), Accounting and Finance
Pear June 2009 - Present
Worthee App, LLC September 2013 - Present
Brand Accelerator / Brand Innovators Labs November 2013 - Present
Chicagoland Entrepreneurial Center August 2011 - August 2013
Deutsche Bank Securities June 2008 - August 2009
Campus Threadz October 2005 - May 2008
Skills
Entrepreneurship, Start-ups, Financial Modeling, Venture Capital, New Business Development, Valuation, Business Strategy, Business Development, Music, Marketing, Strategic Planning, Social Media Marketing, Private Equity, Mergers & Acquisitions, Mergers, Strategy, Financial Analysis, Small Business, Strategic Partnerships, Corporate Development, Social Media, Marketing Strategy, Management, Digital Marketing, Online Advertising, Online Marketing, Analytics
Education
Indiana University - Kelley School of Business 2004 — 2007
B.S.
The Columbus Academy
Deutsche Bank Securities Head of Credit Sales, AsiaDeutsche BankJanuary 2014 - Present
Deutsche Bank Securities 2000 - 2012
Merrill Lynch 1992 - 2000
Skills
Credit Derivatives, Derivatives, Investment Banking, Capital Markets, Hedge Funds, Equity Derivatives, Valuation, Emerging Markets, Trading Systems, Alternative Investments, Fixed Income, Financial Markets, Bonds, Financial Analysis, Structured Finance, Bloomberg, Business Strategy, Management
Education
Harvard College 1985 — 1989
Bachelor of Arts (BA), Economics
ThinkEco Inc. October 2008 - Present
New York University June 2006 - October 2009
Columbia University 2005 - 2007
Deutsche Bank Securities 2004 - 2005
Vitae Pharmaceuticals 2001 - 2004
Skills
Cleantech, Energy Efficiency, Venture Capital, Start-ups, Business Development, Strategic Partnerships, Product Development, Energy, Renewable Energy, Entrepreneurship, Business Strategy, Manufacturing, Strategy, Solar Energy, Corporate Development, Intellectual Property, R&D, Due Diligence, Private Equity
Education
Harvard University 1997 — 2002
PhD, Chemical Physics
Harvard University 1989 — 1993
BA, Philosophy, cum laude
Siris Capital April 2011 - Present
SAC Capital April 2007 - March 2011
Deutsche Bank Securities 2005 - 2007
Houlihan Lokey 2004 - 2005
Skills
Private Equity, Valuation, Mergers & Acquisitions, Hedge Funds, Financial Modeling, LBO, Emerging Markets, Investment Banking, Alternative Investments, Capital Markets, Mergers, Corporate Finance, Equities
Education
Georgetown University - The McDonough School of Business 2001 — 2004
BSBA, Finance and International Business
Ghana International School
Microsoft September 2013 - Present
Microsoft March 2011 - August 2013
The Blackstone Group 2009 - 2011
Barclays Capital 2003 - 2007
Deutsche Bank Securities 2002 - 2003
Skills
Valuation, Financial Modeling, Market Research, Competitive Analysis, Due Diligence, Investor Relations, Private Equity, Portfolio Management, Strategy, Corporate Finance, Mergers, Mergers & Acquisitions, Corporate Development, Business Planning, Start-ups, Restructuring, Business Development, Analysis, Finance
Education
Harvard Business School 2007 — 2009
MBA
University of Notre Dame 1998 — 2002
BBA, Finance
CommonWealth Opportunity Capital GP LLC May 2014 - Present
Deutsche Bank Securities September 2013 - April 2014
Deutsche Bank Securities June 2009 - September 2013
Deutsche Bank August 2009 - January 2010
Deutsche Bank June 2008 - August 2008
Altegris Investments June 2007 - September 2007
Skills
Fixed Income, Trading, Financial Modeling, Derivatives, Bloomberg, Bonds, Global Macro, Financial Markets, Quantitative Analytics, Investments, Hedge Funds, VBA, Matlab, Futures, Swaps
Education
Harvard University 2005 — 2009
AB, Physics
Parche Capital Management, LLC July 2012 - Present
Retired and enjoying time with family August 2009 - July 2012
JPMorgan Securities October 2003 - July 2009
Merrill Lynch June 2000 - June 2003
Deutsche Bank Securities May 1995 - June 2000
Credit Suisse First Boston September 1990 - April 1995
US Navy June 1979 - September 1988
Education
Stanford University 1988 — 1990
MBA, Accounting and Finance
Georgia Institute of Technology 1976 — 1980
BNE, Nuclear Engineering
Avant, Inc. September 2015 - Present
BMO Capital Markets 2012 - 2015
UBS Investment Bank 2009 - 2011
Barclays Capital 2008 - 2009
Deutsche Bank Securities 1999 - 2008
Cravath, Swaine & Moore LLP 1995 - 1999
Skills
Credit Analysis, Investment Banking, Capital Markets, Leveraged Finance, LBO, Private Equity, Capital Structure, Valuation, Corporate Finance, Fixed Income, Financial Modeling, Financial Structuring, Credit Derivatives, Equity Research, Alternative Investments, Series 7, High Yield, Syndications, Special Situations, M&A experience, Mergers, Emerging Markets, Private Placements, Capital Raising, Equity Capital Markets, Derivatives, Debt Restructuring, Project Finance, Structured Products, Hedge Funds, Investments, Equity Valuation, Restructuring, Securities, Equities, Trading, Structured Finance, Financial Analysis, Mezzanine, Divestitures, Portfolio Management, Asset Managment, IPO, Corporate Development, Business Valuation, Bonds, Recapitalizations, Due Diligence, Securitization, Venture Capital
Education
Harvard Law School 1992 — 1995
JD, cum laude, Law
Indiana University Bloomington 1988 — 1992
BS, Finance
Deutsche Bank Securities June 2013 - April 2015
Nomura Securities June 2011 - June 2013
Morgan Stanley Smith Barney June 2010 - August 2010
Institute of International Bankers June 2009 - August 2009
Skills
Series 63, Series 7, Bloomberg Terminal, Equity Derivatives, Modern Standard Arabic, Arabic, Equities, Hedge Funds, Investment Banking, Derivatives, Emerging Markets, Capital Markets, Equity Research, Alternative Investments, Valuation
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Georgetown University 2007 — 2011
Brunswick School 1995 — 2007
Odyssey Investment Partners January 2011 - Present
Deutsche Bank Securities July 2009 - December 2010
Education
Georgetown University - The McDonough School of Business 2005 — 2009
BS in Business Administration, Finance, Management
FitBark 2012 - Present
Pipeline Entrepreneurs January 2015 - Present
TiE New York 2013 - Present
BRM Model Cars 2003 - Present
NOVA Italian MBA Association 2012 - Present
mSHIFT 2012 - 2013
Deutsche Bank Securities 2010 - 2012
Deutsche Bank AG 2009 - 2009
Socotherm Group 2006 - 2008
Socotherm Middle East 2004 - 2006
Skills
Strategy, Mergers, Business Development, Corporate Finance, Venture Capital, E-commerce, Private Equity, Social Networking, New Media, Fitness, Business Strategy, Product Management, Start-ups, Product Development, Entrepreneurship, Management Consulting, Financial Modeling, Due Diligence, Mergers & Acquisitions, Investment Banking, Energy, Restructuring, CRM, Management, Analysis, Corporate Development, Strategic Partnerships, Competitive Analysis, Mobile Devices, Pets, Dogs, Payments, Wearable Devices, Wearable Technology, Analytics, International Business, Market Analysis, Valuation, M&A experience, Business Modeling, Mobile Payments, Market Entry, Global Business..., Executive Management, Strategic Consulting
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA
IESE Business School - University of Navarra 2010 — 2010
MBA, Exchange Program
University of California, Los Angeles
Education Abroad Program
Università degli Studi di Padova
M.S., B.S.
Sterling Career Concepts, LLC 2004 - Present
AccountPros 2000 - 2003
PaineWebber 1999 - 2000
Deutsche Bank Securities 1998 - 1999
Oppenheimer & Co. 1995 - 1998
Skills
Resume Writing, Job Search Strategies, Interview Coaching, Salary Negotiation, LinkedIn Profile..., Cover Letters, Social Media Marketing, Personal Branding, Online Branding, Career Services, Career Management, Career Transitions, Returning to Work, Job Search, Profile Development, Job Coaching, Career Counseling, Resume, Benefits Negotiation, Interview Preparation, Career Assessment, Recruiting, Strategy, Interviews, Career Development, Coaching, Writing
Education
Georgetown University - The McDonough School of Business 1991 — 1995
BSBA
Bloomberg June 2011 - September 2013
Thomson Reuters May 2010 - June 2011
element22 October 2009 - May 2010
Merrill Lynch 2007 - October 2009
Bank of America 2003 - 2007
Deutsche Bank Securities 1999 - 2003
Morgan Stanley 1989 - 1999
Smith Barney 1988 - 1989
Education
Hofstra University 1983 — 1986
BBA, Information Systems
Republic Partners, Inc. October 2013 - Present
Deloitte Corporate Finance LLC August 2011 - October 2013
Deutsche Bank Securities June 2010 - August 2010
Hammond Kennedy Whitney & Co. April 2010 - May 2010
Skills
Financial Modeling, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Investment Banking, Valuation, Investments, Strategy, Financial Advisory
Education
Indiana University - Kelley School of Business 2006 — 2011
MBA, Accounting and Finance
Societe Generale November 2012 - Present
Linium Resources May 2012 - October 2012
Credit Suisse July 2010 - January 2012
Goldman Sachs August 2009 - May 2010
Goldman Sachs June 2007 - July 2009
Deutsche Bank Securities July 2005 - May 2007
Skills
Operations Management, Human Capital Management, Reporting & Analysis, Generalist, Training & Development, Recruitment/Retention, Graduate Recruitment, Compensation, Project Implementation, Performance Analysis, Cost Management, Presentation Development, Program Management, Financial Reporting, Project Coordination, Studies, Student Recruitment, Budget Management, Annual Budgets, Budget Development, Budget Tracking, PeopleSoft, New Hire Orientation, New Hire Training, Photoshop, Cost Control, Cost Analysis, Employee Relations, Salary Reviews, Salary Benchmarking, Vendor Management, Performance Management, Performance Metrics, Bloomberg Terminal, Essbase, Interviewing, Internal Communications, Contract Recruitment, Competitive Analysis, Event Management, Event Planning, Excel, Reconciliations, Access, Presentation Coaching, Microsoft Office, MS Project, Word, PowerPoint, Budgets
Education
Georgetown University - The McDonough School of Business 2001 — 2005
Bachelors, Management, Finance
Georgetown University
Bachelor of Science, Management & Finance
Mount Vernon Presbyterian School August 2012 - Present
Deutsche Bank Securities January 2005 - June 2011
Deutsche Bank Securities February 1997 - January 2005
Salomon Brothers January 1989 - February 1997
Salomon Brothers January 1986 - January 1989
McKinsey & Company June 1982 - August 1984
Skills
Investments, Relationship management, Financial Analysis, Conceptualizing, Negotiation, Customer Presentations, Planning, Teaching, Learning, Asset Management, Fixed Income, Institutional, Asset Managment, Relationship Management, Mergers & Acquisitions, Structured Products, Customer Service, Differentiated..., Curriculum Development, Customer Satisfaction, Curriculum Design, Mutual Funds, Structured Finance, Credit, Leadership, Analysis, Start-ups, Investment Management, Bloomberg, Project Planning, Problem Solving, Collaboration, Creative Strategy, Applied Mathematics, Statistics
Education
Stanford University Graduate School of Business 1984 — 1986
Master of Business Administration, Finance
Georgia Institute of Technology 1978 — 1982
Bachelor of Mechanical Engineering, (Graduated with Highest Honors)
Deutsche Bank Securities February 2014 - Present
Deutsche Bank Securities 2011 - January 2014
Deutsche Bank Securities July 2008 - 2010
Deutsche Bank June 2007 - August 2007
Harvard Law School April 2007 - May 2007
Hong Kong Monetary Authority June 2006 - August 2006
Manulife Financial August 2005 - August 2005
Skills
Market Research, Meticulous eye for..., Multilingual, Project Management, Competitive Analysis, Financial Analysis, Financial Accounting, Greater China, Microsoft Excel, PowerPoint, Performing Arts
Education
Harvard University 2004 — 2008
B.A. (Hons.), Economics
Columbia University in Paris 2005 — 2005
Harvard French language citation
Diocesan Girls' School
Deutsche Bank Securities April 2008 - December 2010
Barclays Capital 2005 - 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, French, Access, PowerPoint, Customer Service, Budgets, Spanish, Event Management, Baking & Cake Decorating
Education
Hunter College 2009 — 2011
Bachelor of Arts (B.A.), French Language and Literature
Hofstra University 1993 — 1997
BS, International Business
Deutsche Bank Securities July 2014 - Present
Deutsche Bank November 2011 - June 2014
Credit Suisse May 2010 - November 2011
Estee June 2008 - May 2010
JMN Investments Research (P) Ltd July 2007 - May 2008
DELMIA September 2006 - July 2007
Skills
R, Matlab, Quantitative Research, Multivariate Analysis, Portfolio Management, VBA, C#, Quantitative Finance, Derivatives, Financial Modeling, Quantitative Analytics, Equities, Bloomberg, Investment Banking, Trading
Education
Indian Institute of Technology, Kanpur 2002 — 2006
BTech, Mechanical Engineering
CFA Institute
Robert W. Baird & Company March 2005 - Present
Deutsche Bank Securities August 2000 - February 2005
Ernst & Young 1994 - 1998
Education
Indiana University Bloomington
Nationwide Financial May 2013 - Present
Samsung Life Insurance February 2009 - April 2013
New England Financial 2002 - 2009
Deutsche Bank Securities 2001 - 2001
PwC Consulting 1999 - 2000
Korea Development Bank 1995 - 1999
Eighth US Army April 1995 - July 1997
Skills
Risk Management, Insurance, Strategy, Portfolio Management, Strategic Planning, Strategic Financial..., Finance, Investments, Mutual Funds, Asset Management, Financial Services, Financial Modeling, Wealth Management, Corporate Finance
Education
INSEAD 2002 — 2002
Exchange Program
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
Yonsei University 1991 — 1995
BA, Business Administration and Management, General
Wild Oats Marketing December 2011 - Present
The Great Atlantic & Pacific Tea Company September 2010 - March 2012
American Apparel October 2010 - November 2011
Blockbuster September 2007 - August 2010
Deutsche Bank 1998 - 2007
Deutsche Bank Securities 1998 - 2007
Education
Harvard University 1985 — 1987
MBA
United States Naval Academy 1976 — 1980
BS
Fannie Mae September 2015 - Present
Fannie Mae April 2014 - September 2015
Brigham and Women's Hospital February 2010 - May 2012
Deutsche Bank Securities 2006 - 2009
Deutsche Bank Securities 2004 - 2006
Deutsche Bank Securities 2001 - 2004
Education
Georgetown University 1997 — 2001
Bachelor of Arts (BA), Economics
Harvard University 2009 — 2011
Health Careers Program - Diploma in Premedical studies
Georgetown University School of Medicine 2012 — 2013
Credit Suisse August 2014 - Present
Credit Suisse December 2012 - August 2014
Credit Suisse May 2011 - December 2012
Deutsche Bank Securities August 2004 - May 2011
RZB Finance LLC June 2003 - February 2004
Skills
Capital Markets, Fixed Income, Bank Regulatory Capital, Basel I, II & III, Hybrid Capital, Liability Management, Transaction Execution, Risk Transfer, Credit Analysis, Financial Modeling, Investment Banking, ALM, Structured Products
Education
CFA Institute
Chartered Financial Analyst
IMC Fachhochschule Krems 2000 — 2004
MA, Trade Finance / Export Management
Hogeschool INHOLLAND
BA, Economics
Arcapita August 2012 - Present
Deutsche Bank Securities July 2010 - January 2012
Aleutian Capital Partners February 2010 - June 2010
FOCUS LLC June 2008 - August 2008
Aviation Fuel Supply Company June 2007 - July 2007
Skills
Private Equity, Investment Banking, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Leveraged Finance, Capital Markets, Equities, Due Diligence, Portfolio Management, Distressed Debt, Real Estate
Education
Georgia Institute of Technology 2006 — 2009
Bachelor of Science, Industrial and Systems Engineering, with Highest Honor
Tiptree Financial LLC July 2015 - Present
Prospect Mortgage, LLC November 2012 - May 2015
Prospect Mortgage, LLC May 2012 - October 2012
PHH Corporation October 2008 - March 2011
Federal Home Loan Bank of Cincinnati April 2004 - November 2006
Deutsche Bank Securities August 1991 - April 2004
Skills
Strategic Planning, Mergers, Corporate Finance, IPO, Restructuring, Financial Reporting, SEC reporting, Financial Analysis, Private Equity, Investment Banking, Due Diligence, Risk Management, Credit, Banking, Investor Relations, Structured Finance, Mergers & Acquisitions, Executive Management, Finance, Strategy, Portfolio Management, Internal Controls, SEC filings, Credit Risk, Valuation, Investments, Accounting, Loans, Derivatives, Financial Services, Financial Structuring, Credit Analysis, Fixed Income, Capital Markets, Financial Modeling
Education
Harvard Business School 1981 — 1983
Masters in Business Administration, Finance, General
The Ohio State University 1975 — 1979
BA, Economics
Credit Suisse July 2015 - Present
Credit Suisse March 2015 - June 2015
Deutsche Bank Securities August 2001 - May 2010
Skills
Financial Services, Financial Markets, Interest Rate..., FX Derivatives, Risk Management, Capital Markets, Social Media, Finance, Financial Modeling, Derivatives, Fixed Income
Education
Princeton University 1999 — 2001
MSE, Operations Research & Financial Engineering
Franklin & Marshall College 1995 — 1999
BA, Mathematics & Economics
Ameresco October 2014 - Present
TAG Energy Partners October 2010 - September 2014
SCIENTIA Group May 2008 - October 2010
Deutsche Bank Securities November 2004 - February 2008
Merrill Lynch September 2001 - November 2004
Goldman Sachs June 2000 - August 2000
McKinsey & Company September 1997 - June 1999
Skills
Mergers, Investment Banking, Strategy, Joint Ventures, Investments, Business Development, Strategic Partnerships, Renewable Energy, Finance, Market Research, Project Finance, Valuation, Financial Modeling
Education
Massachusetts Institute of Technology 1999 — 2001
MBA
Harvard University 1993 — 1997
B.A. magna cum laude
St. Paul's School 1991 — 1993
Vanguard August 2013 - Present
Agora Partnerships January 2012 - Present
Deutsche Bank Securities June 2012 - August 2012
The Amity Foundation June 2011 - August 2011
Dragonfly Forest June 2010 - July 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Social Media, Data Analysis, Research, Stata, Editing, Teaching
Education
Haverford College 2009 — 2013
Bachelor of Arts (B.A.), Economics
North Hollywood High School 2005 — 2009
The Pritzker Organization September 2015 - Present
Deutsche Bank Securities August 2013 - July 2015
Deutsche Bank Securities June 2012 - August 2012
Huron Consulting Group June 2011 - August 2011
4th Gear Consulting May 2011 - June 2011
Merrill Lynch May 2010 - July 2010
Crawford Interiors June 2007 - August 2009
Education
Indiana University - Kelley School of Business 2008 — 2012
BS in Business, Finance and Economic Consulting
Deutsche Bank Securities July 2006 - Present
United States Army June 1998 - June 2004
Education
Harvard Business School 2004 — 2006
MBA
United States Military Academy at West Point 1994 — 1998
BS, Economics
Barclays Capital September 2008 - Present
Lehman Brothers 2005 - 2008
Deutsche Bank Securities 2000 - 2005
Bankers Trust 1980 - 2000
Skills
Leveraged Finance, Series 7, Capital Markets, Financial Structuring, Hedge Funds, Equities, Fixed Income, Structured Finance, High Yield, Investment Banking, Private Equity, Financial Modeling, Alternative Investments, Valuation, LBO
Education
Southern Methodist University - Cox School of Business 1984 — 1986
MBA, Finance
Hamilton College 1976 — 1980
BA, English, Government
Governor Dummer Academy 1972 — 1976
Coleman Research September 2014 - Present
Reflective Energy Solutions February 2011 - August 2014
Gerson Lehrman Group January 2003 - December 2010
Deutsche Bank Securities February 2000 - January 2003
Goldman Sachs December 1986 - February 2000
Bain & Company June 1984 - November 1986
Skills
Energy, Leadership, Business Development, Investments, Sales, Management, Portfolio Management, Mergers, Business Strategy, Mergers & Acquisitions, Start-ups, Asset Managment, Financial Modeling, Strategy, Budgets, Investment Banking, Hedge Funds, Valuation, Capital Markets, Alternative Investments, Asset Management, Financial Analysis, Equities, Corporate Finance
Education
Harvard Business School 1983 — 1985
MBA
Yeshiva University 1978 — 1981
BA, Economics
Deutsche Bank Securities March 2013 - Present
Merrill Lynch October 2008 - March 2013
Wachovia June 2004 - October 2008
Morgan Stanley September 2002 - June 2004
Skills
Portfolio Management, Capital Markets, Investments, Equities, Asset Management
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Indiana University - Kelley School of Business 1998 — 2002
B.S.
NBCUniversal, Inc. 2009 - 2015
Deutsche Bank Securities May 2006 - February 2009
Kern Capital Management, (Hedge Fund), New York, NY July 2005 - November 2005
Deutsche Bank Asset Management, New York, NY April 2003 - June 2005
Spherion Temping Agency, New York NY May 2001 - November 2002
Mount Sinai Medical Center, New York, NY August 1996 - March 2001
Education
Icahn School of Medicine at Mount Sinai
Certificate, Medical Terminology, ICD-9 Coding, CPT-Coding
Some College
Option Alpha March 2007 - Present
MVB Mortgage December 2013 - May 2015
Residential Finance July 2013 - December 2013
George Mason Mortgage August 2009 - July 2013
BB&T Capital Markets 2007 - 2008
Deutsche Bank Securities 2006 - 2007
Skills
Investments, Portfolio Management, Options, Investment Banking, Equities, Valuation, Risk Management, Financial Analysis, Derivatives, Financial Markets, Trading, Equity Research, Financial Modeling, Corporate Finance, Options Strategies, Entrepreneurship, Hedge Funds, Trading Strategies, Investment Properties, Investment Strategies, Strategic Financial..., Stock Trading, Real Estate Financing, Real Estate Investor, Market Analysis, Financial Planning, Options Pricing, Real Estate Investment, Real Estate Finance
Education
University of Virginia 2006 — 2008
Bachelors of Science, Finance
Indiana University of Pennsylvania 2004 — 2006
Finance, Business Management
World Business Lenders, LLC February 2012 - Present
Apeiron Capital Partners October 2008 - April 2014
Vak M6, LLC April 2011 - January 2014
Deutsche Bank Securities April 2005 - January 2012
Skills
Private Equity, Financial Modeling, Investments, Investment Banking, Portfolio Management, Venture Capital, Hedge Funds, Corporate Finance, Capital Markets, Mutual Funds, Business Development, Asset Management, Alternative Investments, Equities, Fixed Income, Valuation, Trading
Education
Hofstra University 2000 — 2004
BBA, Finance
Susquehanna International Group June 2011 - Present
Stone & Youngberg December 2008 - June 2011
Barclays Capital June 2006 - November 2008
Deutsche Bank Securities January 2000 - June 2006
Deutsche Bank 2000 - 2006
Goldman Sachs 1988 - 2000
Bear Stearns 1986 - 1988
Skills
Fixed Income, Trading, Hedge Funds, Series 7, Alternative Investments, Asset Management, Bloomberg, Bonds, Capital Markets, Derivatives, Equities, FINRA, Investments, Portfolio Management
Education
The University of Chicago Booth School of Business 1992 — 1997
MBA, Management
Indiana University - Kelley School of Business 1982 — 1986
BS, Finance
Barrington High School 1978 — 1982
Blackstone / GSO Capital Partners July 2015 - Present
Baring Private Equity Asia June 2014 - August 2014
First Reserve Corporation August 2011 - August 2013
Deutsche Bank Securities July 2009 - July 2011
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2006 — 2009
BS Economics, Finance, Operations & Information Management
University of Michigan 2005 — 2006
University of Pennsylvania
Saxons Diamond Centers May 2003 - Present
Deutsche Bank Securities 1998 - 2003
Liberty Trust Mortgage 1997 - 1998
Outback Steakhouse 1992 - 1998
Skills
Luxury, Watches, Customer Service, Visual Merchandising, Sales Management, Account Management, Luxury Goods, Sales, Jewelry, Merchandising, Strategic Planning, Wholesale, Negotiation, Retail, Hospitality, Marketing, Fashion
Education
Frederick Community College
AA
Towson University
BS, Psychology/Business
Deutsche Bank Securities July 2007 - Present
Lehman Brothers June 2005 - July 2007
Lehman Brothers June 1997 - June 2005
Skills
Alternative Investments, Prime Brokerage, Hedge Funds, Wealth Management..., Real Estate Due..., Operational Risk..., Residential Mortgages, Healthcare Information..., Pharmacoeconomics, Project Management, Credit Risk, Equities, Fixed Income, Derivatives, MBS, Structured Finance, Compliance, Due Diligence, Financial Analysis, Risk Management, Healthcare Consulting, UAT coordination, Data Analysis, Informatics, Private Equity, Auditing, Operations Management
Education
University of Florida - Warrington College Of Business 1996 — 1997
MBA, Finance
Howard University 1986 — 1991
BBA, Accounting
The D. E. Shaw Group January 2014 - Present
Fried, Frank, Harris, Shriver & Jacobson LLP October 2010 - January 2014
UBS Investment Bank August 2012 - December 2012
Bank of America July 2011 - December 2011
Deutsche Bank Securities April 2010 - September 2010
Morrison & Foerster LLP August 2009 - September 2010
McKee Nelson LLP (n/k/a Bingham McCutchen LLP) 2008 - 2009
UBS Investment Bank September 2006 - September 2007
McGrigors LLP July 2006 - July 2006
Lawrence Graham LLP July 2005 - July 2005
Skills
Derivatives, Distressed Debt, Securities Law, Securities, Securities Regulation, LSTA, ISDA, Corporate Law, Hedge Funds, Investment Banking, Corporate Governance, Financial Structuring, Structured Products, Restructuring, Due Diligence, Dodd-Frank, Asset Management, Clearing, Legal Writing, Legal Research, Document Drafting, Futures
Education
Georgetown University Law Center 2007 — 2008
LL.M.
Oxford Institute of Legal Practice 2005 — 2006
LPC
The London School of Economics and Political Science (LSE) 2002 — 2005
B.A.
Saint Peter's School, York
A-Levels
Commute Connect, LLC 2013 - Present
TCG Properties 2005 - 2013
ICR 2011 - 2012
independent March 2009 - September 2011
General Growth Properties May 2005 - March 2009
General Growth Properties/The Rouse Company May 2005 - March 2009
DB RREEF October 2002 - April 2005
RREEF 2002 - 2005
Deutsche Bank Securities November 2000 - September 2002
Deutsche Bank 2000 - 2002
Skills
Investor Relations, Equity Research, Real Estate Financing, Capital Allocation, Asset Managment, Valuation, Financial Modeling, Capital Markets, Investments, Due Diligence, Portfolio Management, Equities, Financial Analysis, Real Estate, Corporate Finance, Mergers, Alternative Investments, Private Equity, Bloomberg, Hedge Funds, Commercial Real Estate, Brokerage, Investment Banking, Series 7, Location Intelligence, Securities, Corporate Real Estate, Banking, Shopping Centers, Corporate Development, Joint Ventures, Leases, Market Analysis, Financial Services, Mergers & Acquisitions, Disposition, Real Estate Transactions, Strategic Financial..., Financial Structuring, Finance, Restructuring, Real Estate Economics, IPO, Leveraged Finance, Business Strategy, Analysis, Real Estate Development, Capital Raising, Fixed Income, Property
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, Finance, International Business
Hamilton College 1981 — 1985
BA, Economics
Wilton High School 1977 — 1981
Deutsche Bank June 2011 - July 2015
Deutsche Bank Securities June 2010 - August 2010
Thompson Wealth Management June 2009 - August 2009
Boston Red Sox June 2008 - August 2008
Skills
Microsoft Excel, Financial Modeling, Economics, Investments, Bloomberg, Social Media, Investment Banking, Public Speaking, Hedge Funds, Financial Analysis
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Harvard University 2007 — 2011
BA, Sociology/African American Studies
Deutsche Bank Securities March 2015 - Present
Deutsche Bank Securities June 2014 - August 2014
Envisage Technologies LLC June 2013 - August 2013
Skills
Financial Accounting, Financial Modeling, Quantitative Analytics, Auditing, Valuation, Investment Banking, Microsoft Excel
Education
Indiana University - Kelley School of Business 2013 — 2014
Master of Science (MS), Accounting
Indiana University - Kelley School of Business 2010 — 2013
Bachelor of Science (BS), Accounting, Finance, and Economic Consulting
Deutsche Bank Securities January 2014 - Present
Deutsche Bank Group July 2010 - December 2013
Skills
Investment Banking, Financial Modeling, Derivatives, Bloomberg, Fixed Income, Capital Markets, Financial Analysis, Valuation
Education
Indian Institute of Technology, Kharagpur 2005 — 2010
Masters, Aerospace Engineering
Carter, Terry & Company June 2012 - Present
MidSouth Capital Inc June 2005 - June 2012
Deutsche Bank Securities January 1999 - June 2005
Bear Stearns January 1989 - January 1999
Skills
Private Equity, Management, Capital, Derivatives, Structured Products, Capital Markets, Venture Capital, Funding, Alternative Investments, Structured Finance, Mergers & Acquisitions, Trading, Strategic Financial..., Mutual Funds, Asset Allocation, Finance, Securities, Private Placements, Asset Management
Education
Bachelors Degree
Georgia Institute of Technology
Electrical Engineering
Georgia State University
BA, Finance
Deutsche Bank Securities March 2006 - May 2008
Lehman Brothers New York September 2001 - March 2006
Lehman Brothers Japan June 2000 - September 2001
Education
Harvard University 1995 — 2000
AB, East Asian Studies, Applied Math, Economics
Deutsche Bank Securities 2010 - Present
Janney Montgomery Scott 2009 - 2010
WR Hambrecht + Co 2007 - 2009
WR Hambrecht + Co May 2006 - August 2006
Education
Georgetown University 2003 — 2007
BS, Finance and Accounting
MITRE June 2010 - Present
Intel Corporation June 2008 - June 2009
Intel Corporation June 2006 - June 2008
Intel Corporation May 2005 - August 2005
U.S. Attorney's Office - District of Arizona November 2003 - August 2004
US Department of Justice - Antitrust Division July 2000 - November 2003
Deutsche Bank Securities July 1999 - August 1999
Skills
Budgeting, Data Analysis, Process Improvement, Forecasting, Cost Savings, Financial Analysis, Continuous Improvement, Supply Chain, Lean Sigma, Invoice Processing, NPV, Scenario Analysis, Listening Skills, Teamwork, Visual Basic, Eye For Detail, Microsoft Excel, Budgets, Six Sigma, SAP, Business Process..., Finance, Leadership, Business Planning, Project Management, Management, Project Planning, Variance Analysis, Strategy, Accounting, Internal Controls, Financial Modeling, SharePoint, Entrepreneurship, Business Analysis, Risk Management, Oracle, Purchasing Processes, Managerial Finance, Program Management, Access, Strategic Financial...
Education
University of Arizona, Eller College of Management 2004 — 2006
MBA, Operations, Entrepreneurship
Georgetown University 1996 — 2000
BS in Foreign Service, International Economics
Northern Highlands Regional High School 1992 — 1996
Deutsche Bank Securities July 2006 - August 2008
Education
Harvard University 2008 — 2010
MBA
The Wicks Group April 2005 - Present
Deutsche Bank Securities June 2001 - April 2005
Epoch Partners June 2000 - August 2000
Skills
Venture Capital, Mergers & Acquisitions, Private Equity, Mergers, Corporate Development, IPO, Due Diligence, Investment Banking, M&A experience, Financial Modeling, Strategy, Asset Managment, Corporate Finance, Valuation
Education
Georgetown University 1997 — 2001
AB, Magna Cum Laude, Economics, English
Bellarmine College Preparatory 1993 — 1997
High School Diploma
Deutsche Bank October 2014 - May 2015
Morgan Stanley February 2012 - September 2014
Goldman Sachs June 2010 - December 2011
Goldman Sachs October 2006 - June 2010
American Stock Exchange July 2006 - September 2006
Bloomberg September 2002 - July 2006
Deutsche Bank Securities October 2001 - August 2002
Fleet Securities August 2000 - September 2001
Bankers Trust (Deutsche Bank) March 1997 - August 2000
DLJ Direct November 1994 - March 1997
Skills
Data Warehousing, Enterprise Architecture, Database Design, Business Intelligence, ETL, Data Modeling, Sybase, DB2, SDLC, Reference Data, Integration, Master Data Management, Derivatives, Analytics, Oracle, Trading Systems, Data Warehouse..., Dimensional Modeling, Data Integration, Business Analysis, Data Governance, Business Objects, Erwin, Metadata Management, OLAP, TimesTen, Databases, Enterprise Data..., meta data management, Data Profiling, Requirements Analysis, SQL
Education
Indian Institute of Technology, Bombay
MTech, Electrical Engineering: Control and Instrumentation
Shri Govindran Seksaria Institute of Technology and Science Indore
BE, Electronics Engineering
U.S. House of Representatives August 2015 - Present
Members Only Club April 2014 - Present
Young Professionals in Foreign Policy April 2011 - Present
U.S. House of Representatives August 2014 - February 2015
Permanent Mission of Sovereign Military Order of Malta to The United Nations March 2013 - 2014
Embassy of Islamic Republic of Afghanistan April 2012 - January 2013
RBS Greenwich Capital September 2010 - December 2010
Office of Arnold Roth Licenced Real Estate Broker March 2009 - June 2010
Deutsche Bank Securities July 2008 - January 2009
JP Morgan Chase February 2008 - May 2008
Skills
Fixed Income, Research, Diplomacy, International Relations, International Security, Area Studies, Foreign Policy, Policy Analysis, Policy Writing, British politics, Parliamentary Procedure, Congressional Hearings, European Union Politics, Middle East, South Asia, Diplomatic Protocol, Macroeconomics, Securities, Emerging Markets, Bonds, Brokerage, Financial Services, Peacekeeping, Negotiation, Political Science, Economics, Policy, Trading, Public Policy, Public Speaking, International..., Analysis, Politics
Education
University of Westminster, London 2004 — 2006
MA, International Relations and Contemporary Political Theory, International Relations and Affairs
University of Vermont 2000 — 2004
Bachelor of Arts, Political Science and European History
Freie Universität Berlin 2003 — 2003
FUBiS Certificate, International Relations of The European Union
JMP Securities, Inc. January 2013 - Present
Hanley & Associates February 2006 - Present
Deutsche Bank Securities January 2002 - December 2004
Prudential Equity Group February 1992 - June 2001
McDonald & Co. Securities (now KeyBank Capital Markets) November 1989 - February 1992
National City Bank January 1987 - November 1989
Skills
Investor Relations, Equities, Capital Markets, Hedge Funds, Equity Research, Fixed Income, Corporate Communications, Financial Analysis, Portfolio Management, Securities, Investments, Investment Banking, Asset Management, Financial Modeling, Alternative Investments, Valuation
Education
Indiana University Bloomington 1985 — 1986
MBA, Finance
University of Toledo 1981 — 1985
BBA, Finance
Millennium Partners July 2011 - Present
Barclays Capital Inc. July 2002 - July 2011
Deutsche Bank Securities June 1997 - July 2002
Education
Cornell University - S.C. Johnson Graduate School of Management 2004 — 2006
MBA, Business Administration and Management, General
Hamilton College 1993 — 1997
BA, Economics
Deutsche Bank Securities May 2007 - Present
Merrill Lynch June 2001 - August 2006
iAI international February 1998 - August 2000
Citigroup March 1989 - February 1998
Chase Private Banking 1982 - 1989
Skills
Equities, Securities, Management, Asset Allocation, Emerging Markets, Investment Banking, Valuation, Portfolio Management, Competitive Analysis, Mutual Funds, Capital Markets, Equity Research, Financial Services, Hedge Funds, Fixed Income, Due Diligence, Financial Markets, Financial Analysis, Research, Alternative Investments, Investments, Bloomberg
Education
Georgetown University 1979 — 1981
MSFS, International Relations, International Business
Princeton University 1975 — 1977
BA, Russian Area Studies, Slavic Languages and Literature
Smith College 1973 — 1975
Slavic Languages and Literature
Aiglon 1970 — 1973
high school, History, English Literature, French
The Ring Effect September 2012 - Present
Brain Tattoo Publishing and Restaurant Branding Roadmap January 2006 - Present
the orc group May 2004 - September 2012
ORC Group & Brain Tattoo Branding May 2004 - January 2006
Benjamin Moore & Co. June 2003 - August 2003
Deutsche Bank Securities August 1999 - May 2002
Deutsche Bank Securities 1997 - August 1999
Skills
Strategy, Strategic Planning, Business Strategy, Business Development, Entrepreneurship, Graphic Recording, Marketing Strategy, Marketing, Leadership, Strategy Development, Corporate Branding, Research, Brand Management, Management Consulting, Facilitations, Brainstorm Facilitation, Visual Communication, Graphic Facilitation, Brand Strategy, Visual Thinking, Strategic Brand..., Facilitation, Brand Architecture, Social Media
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Marketing, Strategy, Entrepreneurship
Hamilton College
BA, Economics
Deutsche Bank Securities October 2010 - Present
Lehman Brothers May 2007 - October 2010
Barclays Capital September 2008 - 2010
Goldman Sachs November 2005 - March 2007
Davis Polk & Wardwell 1999 - 2005
New York State Office of Federal Affairs 1994 - 1994
Education
University of Pennsylvania Law School 1996 — 1999
JD
Hamilton College 1989 — 1993
B.A., Government
Robert Tull and Co. September 2005 - Present
Factor Advisors, LLC August 2010 - April 2013
Old Mutual Global Index Trackers March 2010 - December 2010
Old Mutual Global Index Trackers September 2009 - March 2010
MacroMarkets September 2005 - September 2009
American Stock Exchange September 2000 - September 2005
Bankers Trust/Deutsche Bank May 1999 - June 2000
Deutsche Bank Securities March 1997 - May 1999
Deutsche Bank February 1996 - March 1997
Morgan Stanley 1982 - 1996
Skills
Product Development, Product Management, Product Design, Equities, Alternative Investments, ETFs, Options, Fixed Income, Prime Brokerage, Securities, Asset Management, Mutual Funds, Middle Office, Derivatives, Equity Derivatives, Structured Products, Financial Services, Investments, Asset Allocation, Trading, Investment Strategies, Trading Systems, Financial Markets, Series 63, Hedge Funds, Back Office, Series 7, Global Custody, Corporate Actions, Mergers & Acquisitions, Settlement, Portfolio Management, Capital Markets, Equity Trading, Electronic Trading, Structured Finance, Bloomberg, Investment Management, Trading Strategies, Bonds, Hedging
Education
Indiana University of Pennsylvania 1970 — 1971
Jude Ellis Interiors October 2013 - Present
Carnegie Fabrics November 2013 - March 2014
Deutsche Bank Securities 2006 - January 2012
Deutsche Bank March 2006 - March 2008
US Bank March 2004 - March 2006
US Bank June 2003 - February 2004
Skills
Bloomberg, Financial Modeling, Portfolio Management, Asset Management, VBA, Investments, Fixed Income, Valuation
Education
Harrington College of Design 2012 — 2014
Masters of Arts, Interior Design
University of Minnesota - Carlson School of Management 2000 — 2003
Bachelor of Mathematics; BS Economics, Minor in Mgmt
University of Minnesota-Twin Cities 1998 — 2003
Bachelors of Science, Mathematics and Economics
UBS April 2005 - Present
Deutsche Bank Securities February 2002 - April 2005
Lehman Brothers Holdings Inc. July 2000 - February 2002
Education
Indiana University - Kelley School of Business 2000 — 2004
BS, Finance
Texas Roadhouse September 2011 - Present
Texas Roadhouse September 2007 - September 2011
Deutsche Bank Securities February 2005 - July 2006
Deutsche Bank Securities August 2001 - February 2005
Education
Indiana University - Kelley School of Business 1999 — 2001
MBA, Finance
Northwestern University 1991 — 1995
BS
Lazard Asset Management March 2014 - Present
Deutsche Bank Securities February 2013 - March 2014
Deutsche Bank Securities June 2011 - January 2013
Wells Fargo August 2010 - May 2011
Colgate Palmolive October 2008 - August 2010
Colgate Palmolive August 2007 - October 2008
Colgate-Palmolive March 2006 - August 2007
Colgate Palmolive August 2004 - December 2005
Colgate Palmolive September 2003 - August 2004
CAPS Logistics 2000 - 2003
Skills
Equity Research, Corporate Finance, Investments, Financial Analysis, Financial Modeling, Business Analysis, Business Strategy, Data Analysis, Series 7, Series 63, Series 86, Series 87, Analytics, Forecasting, Supply Chain, Supply Chain Management, Supply Chain..., Business Process..., Strategic Sourcing, Process Improvement, Operations Management, Six Sigma, Competitive Analysis, Logistics, Consumer Products, Change Management, Pricing, SAP, Strategic Planning, Strategy, Mergers, Cross-functional Team...
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA
Georgia Institute of Technology 1994 — 2000
BSIE
Deutsche Bank September 2015 - Present
Deutsche Bank Securities May 2012 - Present
Piper Jaffrey June 2010 - May 2012
Deutsche Bank Securities August 2007 - June 2010
WaMu August 2005 - August 2007
Morgan Stanley August 2004 - May 2005
Asset Allocation & Management July 2000 - June 2004
Education
Indiana University Bloomington 1996 — 2000
Nazareth Academy 1992 — 1996
HSBC August 2004 - Present
HSBC Securities (USA) Inc. 2004 - Present
HSBC Securities 2004 - Present
Deutsche Bank Securities November 1998 - July 2004
Education
Hofstra University 1994 — 1996
Gettysburg College 1992 — 1994
Prime Trading Co. February 2011 - Present
Prime Trading Co. March 2010 - February 2011
Deutsche Bank Securities September 2008 - March 2010
CORESTAFF Services (staffed @ UBS) September 2007 - August 2008
Lundt Schafer Capital LLC September 2005 - February 2007
Nico Trading, LLC July 2004 - August 2005
Celtic Insurance February 2004 - July 2004
Skills
Trading
Education
Illinois State University 1999 — 2003
BS
MSD Capital, L.P. December 2009 - Present
Stanford Group Company April 2008 - March 2009
Thomas Weisel Partners August 2005 - April 2008
Deutsche Bank Securities August 1999 - August 2005
Skills
Administrative..., Executive..., Microsoft Office, Customer Service, Management, Strategic Planning, Marketing, Event Planning, Equities, Investments, Private Equity, Event Management, Hedge Funds, Investment Banking
Education
Frostburg State University
Bachelor of Science, Business Adminstration with a Concentration in Marketing
Phoenix, Arizona AVPDeutsche Bank Group, India2009 - May 2014
Deutsche Bank Securities 2001 - 2009
eResearch Technology 1998 - 2001
Skills
SDLC, Investment Banking, Operational Risk, Strategy, Team Management, Management, Leadership, Project Planning, Databases, Training, Business Analysis, Strategic Planning, Vendor Management, Risk Management, Middle Office, Offshoring, Requirements Analysis, Back Office, Derivatives, User Acceptance Testing, Equities, Capital Markets, Project Management, Financial Services, Credit Derivatives, Business Strategy, Account Reconciliation, Trading Systems, MIS, Banking, PMP, SWIFT payments, Outsourcing, Certified Scrum Master, Agile Project Management
Education
Indian Institute of Management, Bangalore 2011 — 2011
EGMP, Management
Stevens Institute of Technology 2001 — 2003
MS in IS, Computer Science Specialization, Information Systems
Loomis Sayles May 2008 - Present
Sharpridge Capital, LP March 2007 - April 2008
Deutsche Bank Securities July 2002 - March 2007
Salomon Smith Barney August 1999 - June 2001
Skills
Trading, Institutional Sales, Cash Management, Sales, Fixed Income, Financial Modeling, Equities, Mutual Funds, Portfolio Management, Financial Analysis, Capital Markets, Asset Managment, Investments, Valuation, Series 7, Series 63, Relationship Management, Hedge Funds, Bloomberg, Alternative Investments, Asset Allocation, Securities, Hedging
Education
Franklin & Marshall College 1995 — 1999
BA, Sociology
Milton Academy
Angelo, Gordon & Co. July 2010 - Present
Maggwire, LLC July 2008 - Present
Deutsche Bank Securities May 2006 - July 2008
A.G. Edwards & Sons, Inc. May 2005 - August 2005
Skills
Investment Banking, Leveraged Finance, Valuation, Financial Modeling, Private Equity, LBO, Corporate Finance, Capital Markets, Due Diligence, Hedge Funds, Bloomberg, Equities, Mergers & Acquisitions, Alternative Investments, Venture Capital
Education
Indiana University - Kelley School of Business 2003 — 2007
B.S., Finance and Accounting
Chaminade College Prep 1998 — 1999
CoreStrategies Management February 2008 - Present
Deutsche Bank Securities 2004 - 2008
RBC Capital Markets 2002 - 2004
Leerink Swann 2001 - 2002
Skills
Biotechnology, Management, Hedge Funds, Capital Markets, Equities, Valuation, Investor Relations, Financial Modeling, Trading, Derivatives, Due Diligence, Corporate Finance, Investment Banking, Mergers, Equity Research, Capital Formation, Competitive Analysis, Cross Functional..., Cross Functional Team..., Emerging Markets, Executive Management, Finance, Healthcare, IPO, Mergers, Private Equity, Strategy, Team Mentoring, Venture Capital
Education
Harvard Medical School/Massachusettes General Hospital 1995 — 1998
Fellowship-Dept of Medicine
Harvard University 1993 — 1995
Columbia Neurological Institute 1992 — 1993
Clinical Neurology
New York University 1988 — 1992
Horlick High School 1984 — 1988
McKinley Middle School 1981 — 1984
Jefferson Lighthouse 1976 — 1981
Shott Capital Management 2003 - Present
Deutsche Bank Securities December 2002 - January 2004
Shott Capital Management September 1994 - November 2002
Education
Golden Gate University 1993 — 1994
Finance
Consultant/advisor Managing Director, Head of Financial TechnologyRBC Capital MarketsFebruary 2011 - September 2015
Gleacher Partners April 2008 - May 2011
Deutsche Bank AG 1998 - 2008
Deutsche Bank Securities 1998 - 2000
Deutsche Bank Securities 1998 - 2000
Alex. Brown & Sons August 1995 - October 1998
Southport Partners January 1991 - July 1993
Skills
Mergers & Acquisitions, Venture Capital, Management, Financial Modeling, Capital Markets, Investment Banking, Private Equity, Due Diligence, Hedge Funds, Fixed Income, Derivatives, Corporate Finance, Valuation, Equities, Corporate Development, Equity Research, Emerging Markets, LBO, Leveraged Finance, IPO, Alternative Investments, Private Placements, M&A experience, Investments
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1993 — 1995
MBA, Business Administration and Management, General
Harvard University 1984 — 1988
Bachelor of Arts (B.A.), Political Science and Government
Skidgymnasiet Gällivare 1980 — 1982
HS, SH vetenskaplig (3yrs)
Websense April 2014 - Present
Dell February 2012 - February 2014
Dell April 2009 - February 2012
Deutsche Bank Securities July 2007 - April 2009
Army May 2000 - May 2005
Skills
Program Management, Strategic Planning, Leadership, Management, Go-to-market Strategy, CRM, Financial Modeling, Strategy, Business Strategy, Cross-functional Team..., Mergers, Competitive Analysis, Product Management, Financial Analysis, Business Development, Corporate Finance, Corporate Development, Valuation, Due Diligence, Mergers & Acquisitions, Cloud Computing, Analysis, Solution Selling
Education
Harvard Business School 2005 — 2007
MBA
United States Military Academy at West Point 1996 — 2000
Bachelor of Science, Economics
Deutsche Bank Securities July 2010 - Present
Oliver Wyman July 2008 - June 2010
Seva Mandir September 2009 - December 2009
PricewaterhouseCoopers June 2007 - August 2007
Protiviti June 2006 - August 2006
Skills
Financial Modeling, Due Diligence, Financial Analysis, Valuation, Business Planning, Market Research, Start-ups, Investment Banking, Market Analysis, Finance
Education
The University of Texas at Austin 2003 — 2008
Bachelor of Business Administration, Business Honors & Finance
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2008
Bachelor of Business Administration (BBA), Business Honors & Finance
HKUST Business School 2005 — 2005
The Hong Kong University of Science and Technology 2005 — 2005
Pfizer March 2010 - Present
Pfizer February 2006 - February 2010
HSBC January 2005 - January 2006
Deutsche Bank Securities January 2001 - January 2005
Goldman Sachs August 1997 - December 2000
Schlumberger August 1995 - August 1997
Skills
Capital Markets, international treasury, Corporate Finance, Financial Analysis, Asset Management, Global Asset Allocation, Pension Funds, Corporate Treasury, Financial Modeling, Financial Accounting, Emerging Markets, Asset Allocation, Strategy, Trading, Finance, Treasury Management, Fixed Income, Asset Managment, Hedge Funds, Investment Strategies, Portfolio Management, Economics, Investments
Education
New York University
Master of Business Administration (MBA)
Georgia Institute of Technology
Master of Science (MS), Computer Science; Aerospace Engineering
Deutsche Bank Securities October 2007 - Present
Thomas Weisel Partners 2000 - 2007
Morgan Stanley 1982 - 1999
Gleacher & Co 1990 - 1994
KPMG US 1980 - 1982
Skills
Investment Banking, Private Equity, LBO, Hedge Funds, Equities, Capital Markets, Venture Capital, Valuation, Corporate Development, Mergers, Private Placements, Corporate Finance, Financial Modeling, M&A experience, Equity Research, IPO, Alternative Investments, Fixed Income, Investments, Leveraged Finance
Education
Harvard Business School 1985 — 1987
MBA
Pace University 1976 — 1980
BBA, Public Accounting
Essex Catholic 1972 — 1976
Our Lady of Good Counsel 1964 — 1972
Deutsche Bank Securities 1999 - Present
Education
Georgetown University 1995 — 1999
Deutsche Bank Securities September 2010 - Present
KPMG Advisory Services Pvt. Ltd. June 2008 - September 2010
Roulac India Investment Advisory Pvt. Ltd. April 2007 - June 2007
eRevmax Technologies Pvt. Ltd. July 2004 - April 2006
Skills
Financial Modeling, Valuation, Business Strategy, Management Consulting, Competitive Analysis, Project Management, Investment Banking, Business Development, Private Equity, Corporate Finance, Strategy, Financial Analysis, Business Process..., Business Analysis, Business Valuation, Program Management, Software Project...
Education
Indian Institute of Management, Calcutta 2006 — 2008
PGDM, Finance
Indian Institute of Technology, Kharagpur 1999 — 2004
B. Tech + M. Tech, Electronics & Electrical Communication Engineering
Grass River Property January 2015 - Present
H/2 Capital Partners October 2011 - January 2015
Deutsche Bank Securities July 2007 - September 2011
Skills
VBA, Intex, Trepp, Valuation, Due Diligence, Financial Structuring, Trading, Financial Modeling, CMBS
Education
Georgetown University
Market Street Real Estate Partners, LLC July 2013 - Present
Bayview Asset Management November 2005 - June 2013
Credit Suisse January 2004 - November 2005
Deutsche Bank Securities 1998 - 2002
Skills
Disposition, Asset Management, Private Equity, Real Estate Economics, Due Diligence, Real Estate, Brokerage, Valuation, Acquisitions, Investments, Commercial Real Estate, Real Estate Transactions, Mergers & Acquisitions, Real Estate Development
Education
Harvard Business School 1996 — 1998
MBA
The University of Texas at Austin 1984 — 1987
BA-Finance, Finance (followed by a HBS MBA)
Athena Diagnostics, Inc. (a Quest Diagnostics company) October 2014 - Present
Athena Diagnostics, Inc. (a Quest Diagnostics company) August 2011 - October 2014
CBT Advisors 2009 - August 2011
Genocea Biosciences 2011 - 2011
EnVivo Pharmaceuticals 2011 - 2011
Arsenal Medical April 2010 - August 2010
Novartis Vaccines & Diagnostics June 2009 - August 2009
Clarion Healthcare October 2006 - July 2008
Deutsche Bank Securities June 2004 - June 2006
RBC Capital Markets April 2004 - June 2004
Skills
Commercialization, Product Launch, Cross-functional Team..., Strategic Marketing, Market Research, Marketing Strategy, Product Management, Forecasting, Marketing, Strategy, Pharmaceutical Industry, Strategic Planning, Business Strategy, Genetics, Analytics, Biopharmaceuticals, Biotechnology, Lifesciences, Oncology, Neurology, Medical Devices, Start-ups, Immunology, Financial Modeling, Medical Diagnostics, Business Development, Hardware Diagnostics, Genomics, Market Development, Pricing, Infectious Diseases, Cancer, Life Sciences, Financial Analysis, Corporate Strategy, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Pediatric Neurology, Equity Research, Sales Training, Business Analytics, Clinical Trials
Education
Harvard University 2008 — 2011
MS, Health Sciences & Technology (HST)
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA, Biopharmaceutical strategy and decision making
Harvard University 1997 — 2001
Bachelor's Degree, Biochemical Sciences
Comcast March 2015 - Present
Comcast March 2013 - February 2015
Comcast November 2010 - February 2013
Free People November 2009 - November 2010
Liz Claiborne October 2008 - November 2009
Deutsche Bank Securities June 2006 - October 2008
Skills
Financial Modeling, Management, Corporate Finance, Valuation, Financial Analysis, Strategy, Investment Banking, Analysis, Finance, Investor Relations
Education
Georgetown University 2002 — 2006
BSBA, Finance, International Business
BlackRock Solutions August 2010 - Present
Harvard Business School 2008 - 2010
Merrill Lynch July 2005 - May 2008
Deutsche Bank Securities September 2003 - July 2005
Skills
Equities, Fixed Income, Valuation, Financial Analysis
Education
Harvard Business School 2008 — 2010
Master of Business Administration (MBA)
Duke University 1999 — 2003
BS, Economics
WallachBeth Capital LLC November 2008 - Present
Deutsche Bank Securities March 2007 - August 2008
Wachovia Securities, LLC October 2005 - February 2007
TD Waterhouse 1999 - 2005
Skills
Securities, FINRA, Series 7, Series 24, Series 63, Equities, Options, Hedge Funds, ETFs, Equity Trading, Fixed Income, Trading, Derivatives, Electronic Trading, AML
Education
Green Mountain College 1988 — 1992
B of S, Bus Mgmt/Finance
Rutgers University-New Brunswick 1986 — 1987
St. Peter's Prep 1982 — 1986
college prep
Susquehanna International Group April 2010 - Present
Susquehanna International Group, LLP (SIG) 2010 - Present
Deutsche Bank Securities June 2006 - April 2010
Merrill Lynch August 2000 - June 2006
Skills
Trading, Equities
Education
Gettysburg College 1996 — 2000
BA, Business and computer science
Deutsche Bank Securities November 2014 - Present
UBS August 2012 - November 2014
Citigroup May 2006 - August 2012
Skills
Fixed Income, High Yield Bonds, Sovereign Debt, Credit, Municipal Bonds
Education
Georgia Southern University 2002 — 2006
Bachelor of Arts (B.A.), History
Benedictine Military School 1996 — 2000
C.J. Lawrence LLC January 2015 - Present
The Opera Foundation January 1993 - Present
ISI - International Strategy & Investment Inc. May 1999 - January 2015
Deutsche Bank Securities September 1993 - April 1999
Deutsche Bank AG London October 1989 - September 1993
Halberger Huette GmbH (Saint Gobain Group) July 1988 - August 1988
Skills
Portfolio Management, Portfolio Strategy, International Economics, Equities, Investments, Series 7, Wealth Management, Private Banking, Investment Management, Equity Research, Structured Finance, Financial Advisory, Asset Allocation, Asset Management, Securities, High Net Worth..., Fixed Income, Investment Strategies, Mutual Funds, FINRA, Alternative Investments, Emerging Markets, Financial Markets, Hedge Funds, Investment Banking
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1988 — 1989
M.A.
Bologna Center - SAIS of Johns Hopkins University 1987 — 1988
Part of JHU M.A. program
George Mason University 1982 — 1986
B.A.
Lieutenant islandPartners, LLC October 2008 - Present
Morehouse College 2007 - Present
Deutsche Bank Securities September 1996 - April 2008
Lehman Brothers June 1980 - September 1996
First National Bank of Boston 1975 - 1980
Skills
Private Equity, Capital Markets, Investment Banking, Valuation, Hedge Funds, Venture Capital, Mergers & Acquisitions, Management, Alternative Investments, High Yield, Finance, Banking, Emerging Markets, Mutual Funds, Financial Advisory, Corporate Law, Loans, LBO, Corporate Finance, Fixed Income, Equities, Financial Modeling, Due Diligence, Corporate Development, Private Placements, Securities, Investments, Financial Analysis, Asset Management, Equity Research, Investor Relations, Leveraged Finance, Portfolio Management, Structured Finance, Financial Structuring, Leadership Development, Leadership, Bloomberg, Mentoring Of Staff, Corporate Governance
Education
Harvard Business School
MBA, Finance
Princeton University
BA, History
Brookline High School
Glading Group LLC 2003 - Present
J.P. Morgan 1991 - 2001
Deutsche Bank Securities 1984 - 1991
Skills
Fixed Income
Education
Indiana University Bloomington 1973 — 1977
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
ING U.S. April 2014 - Present
Moody's Investors Service June 2010 - March 2014
Deutsche Bank Securities September 2008 - March 2010
Skills
Financial Analysis, Financial Modeling, Banking, Corporate Finance, Finance, Portfolio Management, Analysis, Capital Markets, Risk Management, Investments
Education
Hofstra University 2004 — 2008
BA/BBS, Economics, Finance
Citi April 2011 - Present
Deutsche Bank Securities January 2010 - March 2011
Rothschild Inc. August 2005 - January 2010
Education
Harvard Business School 2003 — 2005
Millennium Partners February 2013 - Present
Deutsche Bank Securities March 2011 - February 2013
Deutsche Bank Securities November 2010 - March 2011
Deutsche Bank Securities July 2009 - March 2010
Deutsche Bank Securities March 2009 - July 2009
Deutsche Bank Securities September 2008 - March 2009
Skills
Valuation, Credit Derivatives, Fixed Income, Derivatives, Product Control, Back Office, Collateral Management, Financial Services, Prime Brokerage, Hedge Funds, Relationship Management
Education
Hofstra University 2004 — 2008
BBA, Accounting
Fidelity Family Office Services June 2014 - Present
Deutsche Bank Securities January 2008 - May 2014
Roney Capital Management July 2005 - January 2008
Skills
Series 7, Series 63, Wealth Management, Asset Allocation, Investment Management, Bloomberg, Fixed Income, Alternative Investments, Hedge Funds, Mutual Funds, Investments, Relationship Management, Separately Managed..., Securities, Equities
Education
Gettysburg College 2001 — 2005
Thayer Academy 1997 — 2001
iSentium March 2013 - April 2015
Deutsche Bank Securities September 2009 - February 2013
Skills
Bloomberg, Derivatives, Equities, Financial Modeling, Fixed Income, Capital Markets, Hedge Funds, Equity Derivatives, Trading, Credit Derivatives, Financial Markets, Investments
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
Harvard University 2005 — 2009
Bachelor's degree, Physics
FBR January 2015 - Present
Laidlaw & Company June 2012 - December 2014
Murphy & Durieu June 2010 - May 2012
Mitsubishi UFJ Trust and Banking May 2003 - September 2009
Deutsche Bank Securities September 1998 - May 2003
BMO Capital Markets October 1997 - September 1998
Fahnestock and Company June 1996 - October 1997
Skills
Equity Research, Healthcare, Trading, Equities, Financial Modeling, Valuation, Investments, Bloomberg, Fixed Income, Hedge Funds, Capital Markets, Series 7, Securities, Investment Banking, Asset Management, Alternative Investments, Mutual Funds, Emerging Markets, Series 63, Options, Derivatives, Financial Markets, Investor Relations, Private Equity, Portfolio Management, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Due Diligence
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1994 — 1996
MBA, Finance
Icahn School of Medicine at Mount Sinai 1990 — 1992
Medicine
Manhattan College 1986 — 1990
BS, Biology
LaSalle Institute
Merrill Lynch Wealth Management February 2013 - June 2014
Deutsche Bank Securities 2011 - 2012
G2 Trading 2010 - 2011
Brunswick Partners LLC 2003 - 2010
AFA Management Partners LP February 2000 - September 2002
Sumitomo Bank Capital Markets, Inc. 1990 - 1995
Credit Commercial de France 1986 - 1990
EF Hutton, Inc. 1982 - 1986
Skills
Hedge Funds, Capital Markets, Equities, Derivatives, Portfolio Management, Investments, Financial Markets, Options, Structured Products, Finance, Risk Management, Banking, Hedging, Private Banking, Management, Private Equity, Investment Banking, Trading, Financial Advisory
Education
Harvard Business School
MBA
New York University - Leonard N. Stern School of Business
MS, Accounting
Princeton University
AB, History, Economics
CreditSights, Inc., New York, NY 2004 - 2008
Deutsche Bank Securities 2001 - 2003
Lehman Brothers 1993 - 2001
Skills
Fixed Income, Financial Modeling, Risk Management, Machine Learning, Quantitative Analysis, Credit Risk, R, Python, Data Science, Bloomberg, VBA, Perl, Excel, Credit, Quantitative Analytics, Hedge Funds, Equities, Portfolio Management
Education
New York University 1986 — 1992
Ph.D., Physics
Fudan University 1982 — 1986
BS, Physics
Pharmakon Advisors, LP June 2009 - Present
Deutsche Bank Securities May 2005 - June 2009
JP Morgan January 1996 - May 2005
Skills
Alternative Investments, Private Equity, Emerging Markets, Capital Markets, Investment Banking, Corporate Finance, Valuation, Asset Management, Mergers & Acquisitions, Equity Derivatives, Portfolio Management, Venture Capital, Investments, Equities, Hedge Funds, Trading, Due Diligence
Education
INSEAD 1995 — 1996
MBA, Business Administration
Investment Management March 2013 - Present
Deutsche Bank Securities July 2007 - March 2013
Education
Georgetown University - The McDonough School of Business 2003 — 2007
BS, Finance; International Business
Delbarton School 2000 — 2003
Blount International, Inc. 2015 - Present
Blount International September 2011 - Present
Kinderhook Industries 2007 - September 2009
Deutsche Bank Securities 2005 - 2007
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA, Strategy & Entrepreneurship
Georgetown University 2001 — 2005
B.S.F.S., International Politics
Humboldt University of Berlin
Business Advisors Network March 2002 - Present
Meritas Family of Schools October 2005 - February 2007
Deutsche Bank Securities June 1986 - January 2002
National Westminster Bank June 1981 - June 1986
French Army February 1977 - January 1978
Skills
Strategy, Leadership Development, Leadership, Coaching, Management, Management Consulting, Strategic Planning, Entrepreneurship, Business Strategy, Start-ups, Change Management, Corporate Finance, Executive Management, Consulting, Program Management, Venture Capital, Team Building, Business Alignment, Corporate Development, Organizational..., Project Management, Team Alignment, Business Planning, Budgets, Mergers, Due Diligence, Financial Modeling, Forecasting, Workshop Facilitation, Executive Coaching, Process Improvement, Business Process..., Business Transformation, Team Management, Organizational..., Team Leadership, Finance, Restructuring, Training, Public Speaking
Education
Thunderbird School of Global Management 1980 — 1980
MBA, Finance
Université Lumière (Lyon II) 1972 — 1978
MA, English
Institut d'Etudes Politiques de Lyon 1972 — 1976
Diplôme, Economie et Finance
Anheuser-Busch InBev August 2014 - Present
J.P. Morgan GIO June 2011 - September 2013
Deutsche Bank Securities May 2010 - May 2011
Standard Chartered Bank August 2009 - May 2010
Darby Overseas Investments March 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
LBO, Emerging Markets, Fixed Income, Financial Modeling, Investment Banking, Corporate Finance, Portfolio Management, Valuation, Bloomberg, Capital Markets, Mergers & Acquisitions, Equities, Due Diligence, Derivatives, Hedge Funds, Series 7, Bloomberg Terminal, Asset Management, Private Equity
Education
University of Oxford - Said Business School 2013 — 2014
Master of Business Administration (MBA)
Georgetown University 2005 — 2009
Bachelor of Science (BS), Foreign Service, Latin American Studies
Defense Logistics Agency February 2012 - Present
Fulton County August 2008 - August 2011
FDIC May 2009 - June 2010
MALDEF June 2008 - August 2008
Deutsche Bank Securities June 2006 - August 2006
Skills
Legal Research, Document Review, Legal Advice, Westlaw, Legal Writing, Litigation, Commercial Litigation, Civil Litigation, Courts, Arbitration, Trials, Appeals, Mediation
Education
Georgia State University College of Law 2007 — 2010
J.D.
Spelman College 2003 — 2007
B.A.
Oakwood Academy 1999 — 2003
College Prep
Athene Asset Management, LP November 2010 - Present
Knight Capital Group February 2009 - July 2010
Deutsche Bank Securities July 2005 - December 2008
Skills
Intex Desktop, Transition Rate Modeling, Severity Modeling, MBS, Residential Mortgages, Bloomberg, Fixed Income, Derivatives, Capital Markets, Structured Products, Hedge Funds, Trading, Bonds, Structured Finance, Valuation, VBA, SQL, Loan Modifications, Microsoft Excel, Hedging
Education
Harvard University 2001 — 2005
BA, Economics
Alyeska Investment Group July 2011 - Present
Madison Dearborn Partners July 2007 - July 2009
Deutsche Bank Securities June 2005 - July 2007
Education
Kellogg Graduate School of Management 2009 — 2011
MBA, Analytical Finance
Georgetown University 2001 — 2005
Scotia Capital 2011 - Present
MarketingMILE Inc. 2009 - 2011
Deutsche Bank Securities 2004 - 2008
Nestle 2003 - 2004
Procter & Gamble 1998 - 2000
Skills
Investment Banking, Financial Modeling, Business Strategy, Corporate Finance, Financial Analysis, Strategy, Valuation, Mergers, Competitive Analysis, Private Equity, Emerging Markets, Venture Capital, Mergers & Acquisitions, Investments
Education
Harvard Business School 2001 — 2002
MBA, Business
York University - Schulich School of Business 1994 — 1998
BBA, Marketing
NetSuite September 2013 - Present
Locality Media LLC January 2010 - Present
Canadian PGA Tour and European Challenge Tour January 2008 - January 2010
Deutsche Bank Securities 2005 - 2007
Deutsche Bank Securities 2002 - 2005
Skills
Soccer, Internet, Venture Capital, Business Strategy, Equities, Mergers, Make Things Happen, Due Diligence, Leadership, Management, Derivatives, Hedge Funds, Marketing, Sales, Valuation, Portfolio Management, Financial Analysis, Series 7, Risk Management, Private Equity, Fixed Income, Finance, Investment Banking, Capital Markets, Environmental Awareness, Investments, Alternative Investments, Financial Markets, Financial Services, Structured Finance, Securities, Asset Management, Financial Modeling, Corporate Development, Corporate Finance, Investor Relations, Start-ups, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business 1998 — 2002
BSBA, Marketing
Georgetown University - The McDonough School of Business
Deutsche Bank Securities May 2015 - Present
Education
Georgetown University 1998 — 2002
B.S. Foreign Service
Aiglon College 1993 — 1998
High school in Switzerland
INTERNATIONAL SCHOOL OF LAUSANNE
INTERNATIONAL SCHOOL OF LAUSANNE
INTERNATIONAL SCHOOL OF LAUSANNE
Prudential Insurance August 1998 - Present
Sharp Decisions 1996 - 2006
Citibank February 1997 - August 1998
Deutsche Bank Securities April 1996 - February 1997
Salomon Brothers January 1996 - April 1996
NIIT Limited 1992 - 1994
Skills
Enterprise Architecture, PMP, Data Warehousing, IT Strategy, Business Analysis, SDLC, Vendor Management, PMO, DB2, Software Project..., Oracle, Requirements Analysis, Solution Architecture, Databases, Business Intelligence
Education
Indian Institute of Management, Ahmedabad 1990 — 1992
PGDM, Information Technology, Finance
Osmania University 1986 — 1990
B.E., Computer Sciences
Sakara Life September 2015 - Present
HourlyNerd January 2015 - August 2015
American Express June 2013 - August 2013
HighVista Strategies August 2010 - June 2012
Welsh Carson Anderson & Stowe August 2009 - August 2010
Deutsche Bank Securities June 2007 - July 2009
Skills
Financial Modeling, Valuation, Private Equity, Hedge Funds, Alternative Investments
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Georgetown University 2003 — 2007
BA, Economics, English
Bronx High School of Science 1999 — 2003
Harvard Business School August 2015 - Present
Visa July 2013 - Present
Deutsche Bank Securities August 2011 - June 2013
Smith College September 2008 - May 2011
Deutsche Bank Securities June 2010 - August 2010
Skills
Data Analysis, Financial Modeling, R, Stata, Finance, Investment Banking, Microsoft Excel, Equities, Valuation, Project Planning, Research, Economics, Analysis, Microsoft Office
Education
Smith College 2007 — 2011
BA, Mathematics, Economics
London School of Economics and Political Science, U. of London 2009 — 2010
BA, Mathematics, Economics
Harvard Business School
Master of Business Administration (MBA)
Deutsche Bank Securities 2007 - Present
Deutsche Bank Securities 2003 - 2007
Commerzbank Capital Markets 2002 - 2002
J. P. Morgan Securities 1994 - 2000
Skills
Fixed Income
Education
Guilford College 1988 — 1992
Bachelor of Science, Management
BlackRock July 2014 - Present
Cohen & Steers July 2012 - July 2014
Goldman Sachs May 2010 - July 2012
Deutsche Bank Securities June 2007 - May 2010
Skills
Real Estate
Education
Georgetown University
Bachelor of Science (B.S.), Finance, General
Credit Suisse June 2014 - Present
UBS June 2009 - June 2014
Deutsche Bank Securities June 2007 - October 2008
Bank of America September 2003 - June 2007
Deutsche Bank Securities July 1999 - September 2003
Skills
Equity Derivatives, Equities, Derivatives, Capital Markets, Options, Securities, Structured Products, Asset Management
Education
INSEAD
MBA
McGill University
Bachelor of Civil Law and Bachelor of Laws
McGill University
Bachelor of Commerce
Deutsche Bank Securities October 2014 - Present
Macquarie Group January 2011 - October 2014
Goldman Sachs & Co June 2010 - January 2011
Zaner Group, LLC October 2008 - May 2010
Rosenthal Collins Group, LLC May 2005 - February 2007
Skills
Equities, Capital Markets, Bloomberg, Fixed Income, Equity Research, Investment Banking, Valuation, Financial Modeling, Derivatives, Corporate Finance
Education
Illinois State University
BS, Business Managment
Multimark Agents November 2008 - Present
Newell Rubbermaid 2005 - September 2008
Esselte March 2000 - September 2005
Deutsche Bank Securities September 1994 - September 1996
Marleau Lemire Securities September 1991 - September 1994
Loewen Ondaatje McCutcheon September 1985 - September 1991
Skills
Microsoft Office, Microsoft Excel, PowerPoint, New Business Development, Microsoft Word
Education
Humber College
Legal Assistant
Deutsche Bank Securities DirectorCiti2006 - 2007
Skills
Capital Markets
Education
Bristol University
Bachelor of Science (B.Sc.), Economics
Indiana University Bloomington
Master of Business Administration (MBA), Finance, General
Broad arch capital 2010 - Present
Bear Stearns 1994 - 2008
Deutsche Bank Securities 1990 - 1994
Skills
Asset Managment, Alternative Investments, Hedge Funds, Equities, Asset Allocation, Portfolio Management, Equity Research, Series 7, Capital Markets, Fixed Income, Asset Management, Trading, Investment Management, Securities, Bloomberg, Investments
Education
Georgetown University 1966 — 1972
Ph.d, Russian and Chinese history
University of Delaware
Bachelor of arts, Histor and economis
Deutsche Bank Securities June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Accounting
Education
Georgetown University 2010 — 2014
Westbrook Partners May 2006 - Present
Deutsche Bank Securities July 2004 - May 2006
Goldman Sachs Realty Japan October 2002 - June 2004
Education
Georgetown University 1996 — 2000
Bachelor’s Degree
St. Mary's International School 1990 — 1996
Deutsche Bank Securities October 2013 - Present
ISI Group March 2009 - October 2013
Merrill Lynch January 2003 - February 2009
Salomon Smith Barney April 1998 - December 2002
Skills
Equity Research, Capital Markets, Management, Equities, Valuation, Financial Modeling, Investment Banking, Investments, Bloomberg, Asset Management
Education
Indiana University Bloomington 2005 — 2007
Master of Business Administration (MBA), Finance & Investment Academy
State University of New York at Stony Brook
Bachelor of Arts (BA), Economics