Deutsche Bank Securities
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Deutsche Bank Securities Employees
Deutsche Bank Securities January 2015 - Present
New York Presbyterian Hospital August 2009 - January 2015
Nomura January 2014 - May 2014
Cadwalader, Wickersham & Taft LLP June 2012 - August 2012
HRN Services April 2008 - May 2009
Mt Sinai Medical Center July 2006 - December 2007
Skills
Research, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking
Education
New York Law School 2011 — 2014
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Pensacola Christian College 2002 — 2006
BSN, Registered Nursing/Registered Nurse
United Sales Agency LLC August 2013 - Present
The Troy Anderson Team Keller Williams Greater Seattle April 2012 - July 2013
C.R. Fletcher Associates, Inc. 2011 - 2012
Knight Securities 2010 - 2010
Deutsche Bank Securities 2008 - 2009
Credit Suisse 2005 - 2007
Skills
Trained in Lean Process..., International and..., Global Change Management, Merchandising, Analysis, Marketing, Sales, Real Estate, Office Management, Asset Services, Recruiting, Investment Properties, Time Management, Team Building, Human Resources, Training, Sales Management
Education
University of Phoenix 2008 — 2009
Master of Business Administration (MBA)
Lasell College 2003 — 2005
Bachelor of Science, Merchandising
University of Delaware 2001 — 2003
Fashion Merchandising
Deutsche Bank Securities March 2006 - Present
Deutsche Bank Securities March 2003 - February 2006
Education
Massachusetts Institute of Technology 1990 — 1994
Doctor of Philosophy (Ph.D.), Economics
Deutsche Bank Securities June 2015 - Present
Deutsche Bank January 2011 - April 2015
GlobeOp Financial Services October 2007 - December 2010
Citibank October 2006 - October 2007
ICICI Bank December 2004 - March 2006
Skills
Fixed Income, Financial Risk, Derivatives, Equities, Hedge Funds, Capital Markets, Investment Banking, Bloomberg, Valuation, Financial Modeling, Equity Research, Mutual Funds, Asset Management, Fund Accounting, Financial Markets, Securities, Finance, Portfolio Management, Banking, Risk Management, Financial Services, Financial Analysis, Analysis
Education
Institute of Technology and Management (in association with Southern New Hampshire University, NH) 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General, 3.7 GPA
Welingkar Institute of Management 2004 — 2005
Diploma in Finance Management, Finance, General, Distinction
Mumbai University 2002 — 2004
M.Com, Accounts and Taxation, First Class
AllianceBernstein LLC June 2007 - December 2012
Credit Suisse April 2006 - May 2007
Deutsche Bank Securities August 2000 - March 2006
UGO Networks 1999 - 2000
Office of Michael Ovitz/Artist Management Group/CKE Associates 1998 - 2000
Ladenburg Thalmann 1997 - 1998
Gerard Klauer Mattison & Co. 1996 - 1997
Skills
Equity Trading, Mutual Funds, Asset Management, ECM, Equity Syndicate..., Equity Capital Markets, Capital Markets..., International Capital..., Equities, Capital Markets, Syndicate, Asset Managment, Six Sigma, Investment Banking, Investments, Portfolio Management, Investor Relations, IPO, Securities, Trading, Private Placements, Hedge Funds, Valuation, Fixed Income, Equity Research, Bloomberg, Alternative Investments, Equity Derivatives, Investment Management
Education
Lafayette College
Bachelor of Arts (BA)
Chadwick Highschool
ICE March 2015 - Present
Citi June 2011 - May 2014
Deutsche Bank Securities February 2008 - June 2011
Merrill Lynch April 2003 - February 2008
Education
Virginia Polytechnic Institute and State University 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Osbourn 1996 — 1998
High School
Jakarta International School 1994 — 1996
High School
Deutsche Bank Securities April 2014 - Present
PwC September 2012 - April 2014
Bank of America September 2011 - September 2012
UBS Investment Bank August 2010 - August 2011
The Vanguard Group, Inc June 2008 - May 2010
Skills
Counterparty Risk, Credit Risk, Risk Management, Market Risk, VAR, Trading, Basel III, CCAR, ISDA, Credit Derivatives, Interest Rate..., Exchange Traded..., FX Derivatives, Enterprise Risk..., Operational Risk, Mark to Market, Credit Analysis, EEPE, EPE, PE, CE, Margin, Netting
Education
St. Mary's University College UK - School of Management
Post Graduate Certificate, International Business Management, Honors
Kutztown University of Pennsylvania
Bachelor of Science, Psychology; Industrial/Organizational Psychology
ISPE August 2015 - Present
Children's Hospital Association May 2011 - July 2015
NAESP May 2007 - September 2010
NAESP August 2006 - May 2007
Subway Development Corporation Of Washington August 2003 - August 2006
C&S Restaurant Group August 2001 - August 2003
Deutsche Bank Securities January 1999 - August 2001
Skills
Microsoft Office, SharePoint, iMIS, CRM, WebEx, Adobe Creative Suite, Zoomerang, SurveyMonkey, Skype, TurningPoint, Program Management, Management, Health Policy, Program Development, Organizational...
Education
Strayer University (VA) 2009 — 2012
Master of Business Administration (M.B.A.), Public Administration
Karachi University
Master's degree, English Language and Literature, General
Chunga Changa Inc January 2011 - Present
Nashe Delo Corp February 2009 - Present
Deutsche Bank Securities September 2002 - February 2009
Education
Massachusetts Institute of Technology 1998 — 2002
BS, Computer Science and Electrical Engineering
Massachusetts Institute of Technology 1998 — 2002
M.Eng., Computer Science and Electrical Engineering
Massachusetts Institute of Technology 1998 — 2001
BS, Mathematics
Amazon 2014 - Present
Deutsche Bank Securities 2012 - Present
Deutsche Bank Securities 2009 - Present
Westpac Institutional Bank October 2012 - October 2014
ANZ Investment Bank 2008 - 2009
Merrill Lynch 2007 - 2008
Barclays Capital 2005 - 2007
Various Institutional Clients 2001 - 2006
Goldman Sachs J.B Were 1999 - 2001
Oracle Corporation 1997 - 1999
Skills
Equity Derivatives, Trading Systems, Electronic Trading, Enterprise Architecture, Solution Architecture, Derivatives, Interest Rate..., Project Delivery, Capital Markets, Project Management, Risk Management, Market Risk, IT Management, Exchange Connectivity, IT Strategy, Equity Trading, UML, Exchange Traded..., Equities, Java, Software Design, Stakeholder Management, Scrum, Trading Strategies, Agile Methodologies, Derivatives Trading, Project Governance, Equity Capital Markets, C#, Cloud Computing, SOA, Compliance, Microsoft Excel, Software Design Patterns, High Frequency Trading, IT Risk Management, Programme Governance, Proprietary Trading, Global Delivery, Stakeholder Engagement, CORBA, Exotic Derivatives, FATCA, Calypso, C++, Big Data, Hadoop, Amazon Web Services..., Predictive Analytics
Education
Project Management Institute (PMI) 2012 — 2012
Project Management Professional (PMP)
Securities Institute of Australia (FINSIA) 2007 — 2008
Master of Applied Finance and Investment
Securities Institute of Australia (FINSIA) 2004 — 2007
Graduate Diploma of Applied Finance and Investment
Monash University 1996 — 1998
Bachelor of Information Systems (Honours- First Class), Electronic Commerce
Victoria University 1992 — 1995
Bachelor of Business, Information Technology
RGP June 2014 - December 2014
Credit Suisse August 2012 - May 2013
Deutsche Bank Securities May 2010 - August 2011
Thomson Reuters September 2007 - October 2009
Thomson Financial January 2004 - September 2007
Thomson Financial February 2002 - January 2004
Thomson Financial June 2000 - February 2002
A-T Financial, Inc. June 1998 - June 2000
Bessemer Trust 1984 - 1998
New York City Transit Authority 1982 - 1984
Skills
Reference Data, Business Analysis, Corporate Actions, Data Quality, Market Data, Data Management, Business Process..., Integration, Business Process, Project Management, Leadership, Management, Project Planning, Software Documentation, Process Improvement, SDLC, Financial Services, Consulting
Education
Massachusetts Institute of Technology 1979 — 1980
M.S., Civil Engineering, Transportation Systems
Massachusetts Institute of Technology 1975 — 1979
B.S., Civil Engineering, Transportation Systems
AccuShares June 2014 - Present
Mizuho Securities USA Inc. October 2012 - March 2014
Newedge August 2009 - September 2012
Macquarie Bank May 2008 - August 2009
Morgan Stanley June 2003 - May 2008
Deutsche Bank Securities June 1999 - June 2003
Skills
Hedging, Arbitrage, Securities Lending, Trading Strategies, ETFs, Trading, Market Making, Back Office, Market Data, Valuation, Currency, Financial Risk, Technical Analysis, Foreign Exchange, Market Risk, Settlement, Risk Management, Structured Finance
Education
Loyola University Maryland 1996 — 2000
Mathematics
Pace University
Pace University
Pace University
CHARLES SCHWAB & CO INC. June 2007 - July 2012
Charles Schwab & Co Inc. June 2007 - July 2012
Charles Schwab & Co Inc. June 2007 - January 2009
UBS FINANCIAL SERVICES December 2005 - October 2006
Deutsche Bank Securities July 2004 - May 2005
STRATEGIC WORKFORCE SOLUTIONS 2004 - 2005
cross / snelling personnel inc January 2000 - January 2002
national investors co. inc January 1998 - January 2000
Jefferies & co. inc January 1997 - January 1998
Republice NY Securities January 1994 - January 1996
Skills
MICROSOFT EXCEL, DTCC, MICROSOFT WORD, MICROSOFT OFFICE, ADP SYSTEM, Settlement, Mutual Funds, Microsoft Excel, Fixed Income, Securities
Education
SUNY Empire State College 1988 — 1991
BS, BUSINESS
Kingsborough Community College 1980 — 1982
ASSOCIATES DEGREE, Accounting
Empire State College
Bachelor of Science, Business Studies
Kingsborough Community College
Associate Applied Science, Accounting
Lafayette HS in Brooklyn
Paychex March 2014 - Present
Poetry at Parties April 2013 - Present
DAVO Technologies September 2012 - Present
SituatioNormal, LLC. October 2013 - March 2014
TEDxHoboken July 2012 - June 2013
Deutsche Bank Securities June 2011 - August 2012
Education
Montclair State University 2006 — 2011
Bachelor of Science (B.S.), Mathematics
Montclair State University 2006 — 2011
Bachelor of Arts (B.A.), Philosophy
Deutsche Bank Securities January 2007 - April 2013
Diversified Investment Advisors June 2006 - January 2007
Skills
Series 7, Securities, Series 65, Series 63, Financial Services, Customer Service, Administrative Functions, Travel Arrangements, Expense Reports
Education
Mercy College
Master of Science (M.S.), Occupational Therapy/Therapist
Iona College 2002 — 2006
Bachelor of Business Administration, Business Administration, 3.64
Deutsche Bank Securities July 2011 - Present
Education
MIT Sloan School of Management 2010 — 2011
Master, Finance
Tsinghua University 2008 — 2010
M.S., Computer Science
Tsinghua University 2004 — 2008
B.S., Computer Science
Deutsche Bank Securities June 2012 - Present
Deutsche Bank Securities February 2010 - June 2012
Deutsche Bank Securities September 2007 - February 2010
Barclays Capital May 2007 - September 2007
Updata Partners May 2006 - March 2007
Skills
Fixed Income, Bloomberg, Capital Markets, Bonds, Trading, Derivatives, Series 7, Electronic Trading, Prime Brokerage, High Yield, Venture Capital, Equities, Hedge Funds, Securities, Trading Systems, Credit Derivatives, Structured Products, Financial Modeling, Options
Education
Loyola University Maryland 2003 — 2007
BA, Finance
Seton Hall Preparatory School 1999 — 2003
High School
Silicor Materials (formerly known as Calisolar) February 2010 - Present
runcoach.com September 2009 - February 2010
Reformation Group August 2005 - August 2008
Deutsche Bank Securities April 2003 - August 2004
Citigroup Global Corporate & Investment Bank July 2001 - April 2003
United States Marine Corps May 1999 - November 2000
Education
The London School of Economics and Political Science (LSE) 2004 — 2005
MSc, Law & Accounting
Lehigh University - College of Business and Economics 1997 — 2001
BS, Double major: Finanace & Economics, Cum Laude
MIT Sloan School of Management August 2011 - June 2013
Social Finance (SoFi) June 2012 - August 2012
Foros September 2009 - August 2011
Deutsche Bank Securities June 2006 - July 2009
Skills
Financial Modeling, Mergers, Due Diligence, Finance, Valuation, Business Analysis, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Private Equity, Investment Banking
Education
MIT Sloan School of Management 2011 — 2013
Master of Business Administration (MBA)
Vanderbilt University 2002 — 2006
BA, Economics, Spanish, Pre-Med
ANN INC. September 2011 - May 2012
Colts Neck Neurology February 2010 - September 2011
Siftsort.com August 2008 - February 2010
Deutsche Bank Securities May 2005 - July 2008
Bear Stearns December 2003 - April 2005
Goldman Sachs and Co September 1997 - October 2003
Skills
Bloomberg, Sales, Equities, Marketing, Finance, CRM, Financial Services, Fixed Income, Hedge Funds, Strategic Planning, Customer Service, Marketing Strategy, Investments, Leadership
Education
New York School of Interior Design 2000 — 2002
Salve Regina University 1991 — 1995
Bachelor of Science, Business Administration - Double Major - Marketing and Economics
Cityview Capital Solutions, LLC October 2008 - Present
Deutsche Bank Securities June 2006 - August 2008
JPMorgan February 1994 - May 2006
Prudential Securities January 1992 - February 1994
Morgan Stanley February 1989 - January 1992
Goldman Sachs February 1986 - February 1989
Skills
Fixed Income, Options, Structured Products, Interest Rate Swaps, Derivatives, Bonds, Capital Markets, Municipal, Swaps, Interest Rate..., Forwards, Swaptions, Rates, Exotic Derivatives, Investment Banking, Structuring, Financial Structuring, Securities, Private Equity, Credit Derivatives, Risk Management, Financial Risk, Structured Finance, Equity Derivatives, Alternative Investments, Equities, Trading, Financial Markets, Banking, Hedge Funds, Hedging, Bloomberg, Emerging Markets, Securitization, Valuation, Market Risk, Prime Brokerage, FX Options, Asset Management, Credit, Portfolio Management, Trading Systems, Proprietary Trading, Quantitative Finance, Municipalities
Education
Massachusetts Institute of Technology 1982 — 1986
SB
Bergman Strategic Advisors March 2012 - Present
Deutsche Bank Securities October 2010 - January 2012
Jefferies & Company February 2004 - October 2010
JPMorgan Chase May 2000 - February 2003
UBS April 1999 - April 2000
Rothschild October 1997 - April 1999
Skills
CleanTech, Investment Banking, Corporate Finance, Capital Raises, M&A experience, New Business Development, Cross-border..., International Business, Technology, Industrials, Cleantech, Capital, Mergers & Acquisitions, Venture Capital, Strategy, Valuation, Entrepreneurship, Investments, Strategic Partnerships, Financial Structuring, Restructuring, Executive Management, Capital Raising, Corporate Development, Finance, Private Equity, LBO, Private Placements, Growth Capital, Financial Modeling
Education
国際大学 / International University of Japan 1995 — 1997
Master of Arts (M.A.), International Development with concentrations in Economics and Trade Policy, Cumulative GPA: 3.73; graduated with Departmental Honors
The Johns Hopkins University 1991 — 1995
Bachelor of Arts (B.A.), Political Science, Cumulative GPA: 3.67
American Express Global Business Travel August 2014 - Present
Ernst & Young August 2011 - August 2014
Church Pension Group February 2011 - August 2011
Deutsche Bank Securities March 2004 - October 2008
Explore Charter School 2002 - 2003
Explore Charter School 2002 - 2003
Skills
Employee Relations, Research, Community Outreach, Event Planning, Event Management, Office Management, Program Development, Human Resources, Customer Service, Advertising, Recruiting
Education
Walden University 2012 — 2014
Master of Business Administration (M.B.A.), Human Resources Management
City University of New York-Medgar Evers College 2010 — 2011
BS, Business Administration
Metropolitan College of New York 2008 — 2009
Associate's Degree, Human Resources Management and Services
Deutsche Bank Securities August 1987 - Present
Skills
Valuation, Series 7, Investments, Financial Modeling, Marketing, Portfolio Management, Strategic Planning, Hedge Funds
Education
Middle Tennessee State University
Master of Business Administration (M.B.A.), Accounting and Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1967 — 1971
Bachelor's Degree, Marketing
Rally Software December 2013 - Present
Deutsche Bank Securities April 2008 - July 2013
Cowen and Company August 2005 - February 2008
TFI International June 2004 - August 2004
Robertson Stephens April 2000 - June 2002
PwC August 1998 - March 2000
Skills
Private Placements, Investment Banking, Corporate Development, Venture Capital, Equities, Private Equity, Corporate Finance, M&A experience, IPO, Mergers & Acquisitions, Capital Markets, Start-ups, Valuation, LBO, Finance, Bloomberg, Financial Modeling
Education
London Business School 2003 — 2005
MBA, Finance
Princeton University 1994 — 1998
BA, Political Science
Brentwood
BB & T May 2013 - Present
Deutsche Bank Securities November 2010 - September 2012
Bank of America Merrill Lynch 1979 - November 2010
Continental Illinois Bank 1979 - 1994
Skills
Financial Structuring, Credit, Commercial Banking, Portfolio Management, Credit Analysis, Financial Analysis, Investment Banking, Equities, Financial Risk, Mergers, Valuation, Corporate Development, Banking, LBO, Due Diligence, Bloomberg, Business Valuation, Strategy, Financial Markets, Treasury Management, High Yield, Loans, Investments, Risk Management, Hedge Funds, Derivatives, Credit Risk, Capital Markets, Fixed Income, Finance, Series 63, Securities, Series 7, Loan Origination, Alternative Investments, Capital Structure, Financial Modeling, Leveraged Finance, Leadership, Syndications, Corporate Finance
Education
Miami University 1973 — 1977
BS, Finance
Indiana University/Kelly Graduate School of Business 1977 — 1979
Master of Business Administration (MBA), Finance
Tennessee Board of Regents July 2011 - Present
Tennessee Board of Regents September 2008 - July 2011
Tennessee Board of Regents July 2005 - September 2008
Tennessee Board of Regents August 2004 - July 2005
Deutsche Bank Securities January 2000 - May 2004
Cason Lane Academy August 1998 - December 1999
Skills
E-Learning, Educational Technology, Instructional Technology, Distance Learning, Instructional Design, Staff Development, Higher Education, Adult Education, Curriculum Design, Curriculum Development, Technical Writing, Desire2Learn, VMware ESX, VMware Fusion, Red Hat Linux, Ubuntu, OS X, Windows Server, Active Directory, Macintosh hardware
Education
Middle Tennessee State University 1995 — 1999
Bachelor of Science (BS), Mass Communications
Michigan State University 1988 — 1990
Communications
Constellation Energy December 2003 - Present
Deutsche Bank Securities 1998 - 2003
Societe Generale 1991 - 1998
Skills
Project Management, Budgets, Forecasting, Financial Reporting, SAP, Analysis, Corporate Finance, Management, Financial Modeling, Account Reconciliation, Finance, Financial Analysis, Project Finance, Valuation, Accounting
Education
Lafayette College 1977 — 1981
AB, Economics
Rutgers, The State University of New Jersey-Newark
MBA, Finance
Deutsche Bank Securities June 2013 - August 2014
Episode 21, LLC November 2011 - July 2013
Time Warner/HBO Inc. March 2010 - November 2011
Time Warner/Fortune Magazine December 2005 - June 2009
Pfizer March 2004 - September 2005
Talking Books Reader Productions November 2000 - March 2004
Blockbuster August 1999 - October 2000
Bankers Trust Venture Partners/Deutsche Bank July 1996 - July 1999
Skills
Office Management, Publishing, Administrative..., Research, Management, Budgets, Analysis, Time Management, Strategic Planning, Invoicing, Outlook, Administrative..., Human Resources
Education
Crown Business Institute 1985 — 1985
Certificate
Kingsborough Community College
A.A.S
Deutsche Bank Securities 2011 - Present
JPMorgan 2006 - June 2011
United Nations January 2010 - June 2010
JPMorgan May 1998 - April 2006
Skills
Fixed Income, Options, Capital Markets, Emerging Markets, Trading, Commodity, FX Options, Financial Markets, CDS, Credit, Corporate Finance, Entrepreneurship, Executive Management, Finance, Financial Risk, Foreign Exchange, Interest Rates, Risk Management, Swaps, Derivatives, Rates, Equities
Education
The New School 2005 — 2009
M.A., International Affairs
Lewis and Clark College 1994 — 1998
B.A., International Affairs/Economic Development
Menlo-Atherton
High school
Curtis High School February 2014 - Present
Shop Rite February 2014 - Present
Shop Rite August 2013 - February 2014
Craftmaster Builders October 2012 - June 2013
Fidelity National Financial July 2006 - April 2012
Lek Securities 2002 - 2006
Barclays Capital 2000 - 2002
Deutsche Bank Securities 1997 - 2000
JPMorgan Chase 1994 - 1997
Goldman Sachs 1986 - 1994
Skills
Buy-Ins, Back Office Operations, Supervisory Experience, DTC, Smart Track, Client Billing and..., Domestic Settlements, International..., Project Work, Trained Personnel in..., Back Office, Buy-in, Middle Office, Settlement, Bonds, Trading, Bloomberg, New Skills, Expertise, Banking, Risk Management, Financial Services, Securities, Fixed Income, Finance, Analysis, Corporate Actions, Account Reconciliation
Education
New Jersey City University 1979 — 1983
B.S., Business Administration
Water Street Capital 2015 - Present
Deutsche Bank July 2011 - October 2014
Osprey Financial Group August 2010 - May 2011
Deutsche Bank Securities June 2010 - August 2010
Wachovia Bank October 2007 - January 2009
Skills
Portfolio Management, Credit Derivatives, Financial Analysis, Equity Research, Financial Modeling, Bloomberg
Education
University of North Florida 2010 — 2011
Finance, Investments
Keiser College 2006 — 2008
Associate of Arts, Business Administration
Oracle September 2014 - Present
BrightEdge May 2014 - September 2014
Responsys January 2013 - May 2014
Responsys February 2012 - January 2013
Responsys July 2011 - February 2012
Deutsche Bank Securities July 2007 - June 2011
Skills
Marketing, Business Development, Salesforce.com, Sales, SaaS, CRM, Mobile Devices, Email Marketing, Program Management, Digital Marketing, Enterprise Software, Analytics, E-commerce, Start-ups, Competitive Analysis, Lead Generation
Education
Middlebury College 2003 — 2007
Bachelor of Arts, Economics, American Studies
Deutsche Bank Securities August 1994 - Present
Skills
Fixed Income, Portfolio Management, Capital Markets, Banking, Credit Derivatives, Securities, Middle Office, Corporate Finance, Investment Banking, Hedge Funds, Equities, Derivatives, Bloomberg, Structured Products, Prime Brokerage
Education
Monroe College
Associate, Accounting
Greenhouse Golf LLC January 2012 - Present
Wyckoff Fire Dept. April 1998 - Present
Deutsche Bank Securities October 2000 - February 2014
Education
Muhlenberg College 1979 — 1983
BA, Business/Spanish
Ed Koleshnick September 2013 - Present
UBS April 2012 - December 2012
RBS Global Banking & Markets November 2010 - November 2011
Deutsche Bank Securities October 1995 - July 2009
NATWEST SECURITIES 1995 - 1998
S.G. WARBURG 1985 - 1995
Cowen and Company 1981 - 1983
Skills
Settlements, Customer Service, Fixed Income, Equities, Reconciliations, Bonds, Securities, Derivatives, Middle Office, Back Office, Excel, Funding, Change Management, Word, DTC, Physical Security, Account Reconciliation, Settlement
Education
Kingsborough Community College
BS, Business Administration
HFP Capital Markets LLC April 2009 - April 2010
BNP Paribas July 2007 - January 2009
Royal Bank of Scotland January 2001 - January 2005
Deutsche Bank Securities January 1995 - January 2001
Bankers Trust 1993 - 1999
Barclays Bank January 1990 - January 1993
Skills
Leveraged Finance, Financial Structuring, Structured Finance, Private Equity, LBO, Loan Origination, Capital Markets, Credit Analysis, Mezzanine, Portfolio Management, Syndications, Debt Restructuring, Loans, Due Diligence, Finance, Investment Banking
Education
Lafayette College 1986 — 1990
Bachelor of Arts, International Affairs
THE HOTCHKISS SCHOOL 1984 — 1986
GE Measurement & Control 2012 - Present
General Electic Water and Process Technologies 2009 - 2012
ITT Corporation 2003 - 2009
Deutsche Bank Securities 1991 - 2002
Goldman Sachs 1985 - 1991
Skills
Strategy, Strategic Planning, Mergers & Acquisitions, Business Development, Business Strategy, Management, Cross-functional Team..., Due Diligence, Corporate Finance, Leadership
Education
Massachusetts Institute of Technology - Sloan School of Management
MS, Management
University of California, Los Angeles
BS, Economics
Investment Management Services June 2012 - Present
Morgan Stanley Wealth Management July 2007 - August 2011
Jefferies & Company September 2005 - June 2007
Deutsche Bank Securities November 2003 - August 2005
DB Alex Brown May 2002 - November 2003
BT Alex Brown May 1997 - May 2002
Alex Brown January 1996 - May 1997
Skills
Securities, Series 7, Bloomberg, Investment Advisory, Series 63, Wealth Management, Corporate Actions, Fixed Income, Investment Management, Process Improvement, Microsoft Excel, Bonds, Vendor Management, Performance Measurement, Investments, Financial Services, Retirement, Middle Office, Wealth Management..., Series 65, Uniform Combined State..., 401k, Eagle PACE, FactSet, Alternative Investments, Mutual Funds, Portfolio Management
Education
Loyola College in Maryland 1999 — 2001
Master's degree, Business Administration and Management, General
Loyola College in Maryland 1991 — 1995
Bachelor's degree, Business Administration and Management, General
Second Wind November 2011 - Present
Jefferies & Co June 2007 - December 2008
RBS Capital Markets January 2000 - June 2007
Deutsche Bank Securities 1995 - 2000
Deutsche Bank, NY August 1995 - December 1999
Bear Stearns Investment Bank January 1990 - July 1995
American Savings Bank June 1988 - January 1990
Financial Corp. of America, American Savings May 1983 - June 1988
Skills
Senior Banker, Mortgage..., Negotiation, Project Management, Customer Service, Editing, Microsoft Office, Microsoft Excel, Integration, Troubleshooting, Sales, Photoshop, Public Speaking
Education
Middle Tennessee State University 1969 — 1971
Bachelor's Degree, Aeronautical Administration
Miami Dade Junior College 1965 — 1967
Associate of Arts and Sciences (AAS), Aviation Administration
Citi October 2015 - Present
Deutsche Bank Securities May 2010 - September 2015
Seven Hills Partners May 2009 - May 2010
Broadpoint Capital March 2008 - March 2009
America's Growth Capital July 2005 - February 2008
Conservation Law Foundation December 2004 - June 2005
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Mergers, Capital Markets, Financial Analysis, M&A experience, Venture Capital, Mergers & Acquisitions, Equities, Hedge Funds, Investments, Due Diligence, Bloomberg, Corporate Development, Strategy, Private Equity, Finance
Education
Middlebury College 2001 — 2003
BA, Environmental Studies
Princeton University 1998 — 2000
BA, Psychology
Middlesex School 1994 — 1997
Deutsche Bank Securities July 2014 - Present
Skills
Financial Modeling, Derivatives, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Leadership, Sales, Public Speaking, Finance, Banking, Financial Services
Education
Marist College 2008 — 2012
Bachelor's degree, Finance and Economics
Permal Group June 2014 - Present
Barclays Wealth and Investment Management October 2012 - November 2013
Deutsche Bank Securities March 2001 - July 2012
HSBC Private Bank 2006 - 2007
J.P. Morgan June 1997 - March 2001
Skills
Hedge Funds, Equities, Wealth Management, Capital Markets, Fixed Income, Derivatives, Trading, Asset Management, Bloomberg, Portfolio Management, Private Equity, Investments, Valuation, Banking, Alternative Investments, Equity Derivatives, Structured Products, Financial Markets, Mutual Funds, Investment Banking, Mergers & Acquisitions, Emerging Markets, Financial Modeling, Financial Risk, Corporate Finance, Private Banking, Financial Services, Securities, Series 7, Risk Management, Credit, Venture Capital, Due Diligence
Education
Marist College 1991 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Ridgewood High School, Ridgewood NJ
High School Diploma
School City of East Chicago March 2013 - Present
St. John the Baptist School 2014 - 2015
DeVry University 2011 - 2015
Electric Motor Services, Inc., March 2012 - August 2012
Seyfarth Shaw LLP May 2005 - May 2011
Deloitte & Touche 2003 - 2004
Deutsche Bank Securities 2000 - 2002
Aon Enterprise Insurance Services, Inc. August 1999 - April 2000
EY September 1993 - May 1999
Skills
Training, Recruiting, Interviews, Mentoring, Human Resources, New Hire Orientations, Policy, Public Speaking, Nonprofits, Budgets
Education
Keller Graduate School of Management of DeVry University 2011 — 2015
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Purdue University Calumet 1996 — 2001
Bachelor’s Degree, Liberal Arts and Sciences/Liberal Studies, Concentration in Political Science
Joliet Junior College 1999 — 1999
Frontline Supervision Certificate Program, Buiness Administration and Human Resource Management
Deutsche Bank Securities 2007 - Present
Moodys Corporation 2006 - 2007
Skills
Fixed Income, MBS, Finance, Capital Markets, Bloomberg, Financial Analysis, Structured Finance, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (MBA)
Lafayette College 2000 — 2004
BA, Economics & Business
Union Bankshares Corp. September 2015 - Present
Deutsche Bank Securities January 2005 - June 2015
Girls Inc. September 2003 - October 2004
Skills
Microsoft Word, Investment Banking, Microsoft Office, Microsoft Excel, PowerPoint, Team Leadership, Public Speaking, Event Planning, Fundraising
Education
Marymount Manhattan College 2001 — 2005
Bachelor’s Degree, Liberal Arts and Sciences/Liberal Studies, Magna cum laude, Deans List
Oppenheimer & Co. Inc. March 2015 - Present
Deutsche Bank Securities September 2006 - March 2015
HSBC Securities October 2000 - September 2006
Fleet Securities February 1995 - October 2000
Royal Alliance Associates May 1988 - February 1995
Education
LIU Post 1977 — 1981
B.S., Finance & Management, Minor in Economics
Group One Investments LLC September 2009 - Present
Barclays Capital July 2007 - May 2009
Deutsche Bank Securities February 1998 - July 2007
Nat West April 1996 - February 1998
Morgan Stanley September 1989 - April 1996
Ernst & Young September 1987 - September 1989
Pannell Kerr & Foster October 1985 - September 1987
Skills
Accounting, Equities, Investments, Derivatives, Financial Services, Managerial Finance, Account Reconciliation, Equity Derivatives, Hedge Funds, Options, Prime Brokerage, Financial Risk, Finance, Swaps, Trading, Structured Products, Settlement, Investment Banking, Capital Markets, Fixed Income, Middle Office, Asset Management, Securities, Financial Modeling, Alternative Investments, Funding, Structured Finance, Financial Markets, Private Equity, Treasury, Financial Structuring, Valuation, Corporate Finance, Cash Management, Emerging Markets
Education
London Business School 2006 — 2007
Deutsche Bank GTO Leadership Programme, Business/Managerial Economics
Saint John's University 1981 — 1985
Bachelors, Accounting
State University of New York College at Geneseo 1981 — 1981
Rainmaker Films December 2014 - Present
Showtime Networks Inc. August 2014 - December 2014
NBC Olympics February 2014 - February 2014
Breadwinner Productions August 2013 - January 2014
Valiant Entertainment July 2013 - September 2013
New York Film Academy March 2012 - March 2013
Deutsche Bank Securities June 2011 - September 2011
Sorin Capital Management June 2009 - August 2009
Apple June 2008 - August 2008
Skills
Film, Social Media, Film Production, Marketing, Editing, Video Production, Television, Screenwriting, Entertainment, Theatre, Creative Writing, Photoshop, Public Speaking, Facebook, Social Networking, Digital Media, Social Media Marketing, Blogging, Event Planning, Feature Films, Public Relations, Commercials, Adobe Creative Suite, Directing, Video Editing
Education
New York Film Academy 2012 — 2013
Filmmaking
University of Notre Dame 2007 — 2011
BA, Economics, Political Science
Brunswick School
Deutsche Bank Securities February 2015 - Present
Deutsche Bank Securities July 2012 - February 2015
Skills
Financial Modeling, Economics, Research, Financial Analysis, Data Analysis, Management, Fixed Income, Investments, Valuation, Microsoft Excel, VBA, SQL, Equities, Electronic Trading, Equity Trading, Trading Systems, Portfolio Management
Education
Vanderbilt University 2010 — 2012
Master's Degree, Financial Economics
Zhejiang University 2006 — 2010
Bachelor's Degree, Economics
Ludwig-Maximilians Universität München / University of Munich 2007 — 2008
Exchange Student, Financial Economics
Kayne Anderson Capital Advisors, L.P. January 2015 - Present
Kayne Anderson Capital Advisors August 2013 - December 2014
Kayne Anderson Capital Advisors June 2012 - August 2012
The UCLA Foundation 2010 - 2011
The UCLA Foundation 2005 - 2009
Rockwell Scientific 2004 - 2005
Deutsche Bank Securities 2001 - 2003
Skills
Energy Investing, Master Limited..., Energy Industry, Hedge Funds, Investments, Financial Modeling, Investment Management, Equities, Financial Analysis, Fixed Income, Commodities, Asset Allocation, Portfolio Management, Asset Management, Alternative Investments, Energy Infrastructure, MLPs
Education
MIT Sloan School of Management 2011 — 2013
MBA, Finance Track with a focus on Investment Management
University of California, Berkeley 1997 — 2001
B.A., Economics
University of California, Berkeley, Haas School of Business 1997 — 2001
B.S., Business Administration
Morgan Stanley January 2015 - Present
Morgan Stanley August 2011 - Present
Deutsche Bank Securities June 2010 - August 2010
The Nielsen Company March 2008 - June 2009
Skills
Financial Modeling, Valuation, Investment Banking, Market Research, Strategy, Financial Analysis, Corporate Finance, Mergers, Equities, Capital Markets, Banking, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Kenyon College 2000 — 2004
BA, Political Science
Sumitomo Mitsui Banking Corporation January 2014 - Present
FEMA (Federal Emergency Management Agency) January 2013 - Present
Consultant March 2009 - Present
DCM February 2012 - February 2012
NYC Parks Dept February 2011 - October 2011
WEST LB AG February 2007 - November 2008
Contractual Paralegal Assignments January 2003 - November 2006
Deutsche Bank Securities August 1998 - May 2002
Legal Assistant Corporation September 1995 - June 1998
Sheltering Arms Childrens Service September 1990 - September 1995
Skills
Licensed Notary Public, Investment Banking, Document Management, Confidentiality, Financial Institutions, Commercial Mortgages, Merger and Acquisitions, AML, KYC, Compliance, Credit Derivatives, Energy& Utilities, Environmental & Chemical, Project Finance, Adoption Law, Foster Care, Judicial Surrender..., Real Estate Securities, Public Information, Offering Plan Review, Litigation Support, Document Production, Notary Public, Legal Research, Legal Assistance, Document Preparation, Due Diligence
Education
Long Island University, Brooklyn Campus
Paralegal Studies ABA Approved
Long Island University, Brooklyn Campus
AFE Consulting Inc. June 2011 - December 2011
Bernstein Litowitz Berger & Grossmann LLP November 2010 - June 2011
Milberg LLP 2006 - 2010
MortgageIT 2004 - 2006
Liddle & Robinson, LLP 2002 - 2004
UBS 1998 - 2001
Deutsche Bank Securities 1998 - 1999
Skills
Litigation, Legal Writing, Securities Litigation, Litigation Management, Trials, Accounting, Depositions, Defense, Legal Research, Civil Litigation, Commercial Litigation, Litigation Support, Employment Law, Mediation, Appeals, Arbitration, Bankruptcy, Business Litigation, Class Actions, Competition Law, Consumer Law, Corporate Governance, Corporate Law, Courts, Discrimination, Document Review, Hearings, Legal Assistance, Legal Issues, Motions, Pleadings, Product Liability, Securities, Securities Regulation, Westlaw
Education
The Catholic University of America, Columbus School of Law 1993 — 1996
J.D., Law
Marquette University 1985 — 1989
B.A., Journalism (Major: PR / Minor: Marketing)
St. Mary Central High School 1981 — 1985
Deutsche Bank January 2013 - Present
Deutsche Bank Trust Company N.A. 2007 - Present
The Hewitt School January 2013 - September 2014
Deutsche Bank 2006 - February 2013
Deutsche Bank April 2003 - January 2006
Deutsche Bank Securities April 1998 - May 2002
Bankers Trust March 1997 - September 1999
Alex. Brown & Sons 1985 - 1997
Skills
Investment Banking, Capital Markets, Hedge Funds, Investments, Equities, Private Equity, Equity Research, Derivatives, Asset Managment, Venture Capital, Securities, Corporate Finance, Portfolio Management, LBO, Series 7, Due Diligence, Structured Finance, Mergers, Equity Derivatives, Options, Wealth Management, Asset Allocation, Financial Markets, Investment Management, Private Placements, Equity Valuation, Credit Derivatives, Private Banking, Financial Analysis, Investment Advisory, Banking, Investment Strategies, IPO, Alternative Investments, Structured Products, Mergers & Acquisitions, Asset Management, Fixed Income, Bloomberg, Emerging Markets, Financial Structuring, Bonds, Wealth Management...
Education
Monmouth University 1975 — 1979
B.A., Political Science
Citi September 2010 - Present
Morgan Stanley April 2008 - September 2009
Deutsche Bank Securities July 2006 - July 2008
Education
Miami University
BS
Harborside Group October 2011 - Present
Deutsche Bank Securities 1998 - 2002
Alex. Brown & Sons 1996 - 1998
Alex. Brown & Sons (now Deutsche Bank) 1994 - 1996
Alex. Brown & Sons (now Deutsche Bank) 1993 - 1994
Skills
Investments, Equities, Media Relations, Equity Research, Public Relations, Finance
Education
Loyola College
MBA, Finance
Lynchburg College
BA, Managerial Economics
Bank of America September 2015 - Present
Deutsche Bank August 2011 - August 2015
Deutsche Bank Securities August 2010 - July 2011
Arnold and Porter March 2008 - August 2010
Davis Polk & Wardwell December 2006 - March 2008
Dorsey & Whitney LLP 2000 - 2005
NASD 1999 - 2000
Skills
FINRA, Securities, Securities Regulation, Fixed Income, Corporate Governance, Corporate Law, Dodd-Frank
Education
New York Law School 1995 — 1998
The George Washington University 1991 — 1995
BA
J.P. Morgan January 2014 - Present
J.P. Morgan June 2012 - December 2013
Deutsche Bank October 2001 - April 2012
Deutsche Bank Securities October 2001 - October 2011
ABN AMRO September 1999 - July 2001
PriceWaterhouse Coopers May 1999 - September 1999
J.P. Morgan May 1989 - May 1999
Skills
Operational Risk..., Change Management, Operations Management, Vendor Relations, Back Office, Middle Office, Derivatives, Equities, Fixed Income, Financial Markets, Trading Systems, Emerging Markets, Due Diligence, Banking, Equity Derivatives, Regulatory Reporting, Settlements, Restructuring, Market Risk, Risk, FX, Offshoring, Management Consulting, Business Intelligence, Business Management, Financial Planning, Program Management, Onshore, Risk Management
Education
LIU Post 1986 — 1989
B.S. Business Administration and Computer Science, Finance, Accounting
Nomura Securities June 2013 - Present
Susquehanna International Group June 2011 - May 2013
Deutsche Bank Securities October 2008 - April 2011
Bear Stearns 1994 - 2008
Kemper Securities, Inc 1992 - 1994
McDonald & Company Securities 1987 - 1992
Skills
Equities, Hedge Funds, Capital Markets, Valuation, Series 7, Portfolio Management
Education
Loyola University of Chicago 1991 — 1994
Master of Business Administration (MBA)
The University of Texas at Austin 1982 — 1986
BBA, Finance
Tom Clark High School - San Antonio, Texas 1979 — 1982
Ernst & Young 2005 - Present
Deutsche Bank Securities January 2002 - March 2004
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, External Audit, Auditing, Accounting, Big 4, Enterprise Risk..., Financial Accounting, US GAAP, Finance, Sarbanes-Oxley, SEC filings, Assurance, IT Audit, IFRS, COSO
Education
Montclair State University
BS, Accounting
Bank of America May 2015 - Present
Goldman Sachs April 2014 - May 2015
Bank of America Merrill Lynch September 2011 - April 2014
Bank of America October 2009 - September 2011
JPMorgan September 2007 - October 2009
JP Morgan 2007 - 2009
Deutsche Bank July 1998 - June 2007
Deutsche Bank Securities 1998 - 2007
Bankers Trust Co 1998 - 2007
Bear Stearns 1997 - 1997
Skills
Fixed Income, Investment Banking, Structured Products, Capital Structure, Hedge Funds, Credit Analysis, Capital Markets, Structured Finance, High Yield, Corporate Finance, Securities, Leveraged Finance, Investments, Alternative Investments, Valuation, Financial Structuring, Financial Modeling, Private Equity, Investment Strategies, Bonds, Wealth Management, LBO, Asset Management, Asset Allocation
Education
Middlebury College 1994 — 1998
BA, English, Political Science (Joint)
Kent Place 1985 — 1994
high school diploma
RBSA Rockaway Beach Systems Associates June 2012 - Present
GAIN Capital February 2008 - March 2012
FXDD February 2006 - February 2008
George Weston Bakeries (Entemann's) September 2005 - December 2005
Avon May 2005 - August 2005
Derive Technologies January 2003 - April 2005
HBO March 2000 - December 2002
Deutsche Bank Securities July 1996 - March 2000
The Depository Trust & Clearing Corporation December 1994 - July 1996
IBM June 1992 - December 1994
Skills
Microsoft Server..., Software Packaging, Software Deployment, Hardware Deployments, Novell Netware, OS/2, Forex Trading Systems, MCSA Server 2012 R2, CNE 4x, Trading Floor Support, FX Trading, IT Operations, IT Customer Support, MCSE Microsoft NT 4x, Software Quality..., Microsoft Exchange, Windows Server, Servers, System Deployment, Active Directory, Technical Support, DNS, Hardware, Operating Systems, Windows XP, Software Installation, Windows 7
Education
Marist College 1987 — 1991
Bachelor of Science, Business Administration minor in Computer Science
Archbishop Molloy H.S 1984 — 1987
High School Diploma
Deutsche Bank Securities 1997 - Present
Deutsche Bank Securities 2006 - 2013
Deutsche Bank Securities 1998 - 2006
Deutsche Bank Securities 1997 - 1998
Columbia University in the City of New York/Student Health Service 1985 - 1996
Columbia University in the City of New York/Student Health Service 1985 - 1990
Heuston Copy Center 1983 - 1985
Skills
Start-ups, E-commerce, Entrepreneur, Entrepreneurship, Marketing Strategy
Education
Monroe College 2009 — 2011
Bachelor of Science (BS), Public Accounting
Deutsche Bank Securities April 2010 - Present
Independent Contractor May 2009 - April 2010
Avenue Capital Group May 2006 - May 2009
Independent Contractor August 2004 - May 2006
The Macgregor Group 2003 - 2004
Vitech Systems Group 2002 - 2003
Advent Software October 1997 - October 2002
Skills
Asset Management, Fixed Income, Management, Equities, Hedge Funds, Investment Banking, Business Development, Trading Systems, Portfolio Management, Prime Brokerage, Options, Financial Services, Middle Office, Electronic Trading, Bloomberg, Asset Managment, Alternative Investments, Risk Management, Derivatives, Capital Markets, Credit Derivatives, Market Data, Sales
Education
Lehigh University 1991 — 1995
BS
Fordham Prep 1987 — 1991
Barington Capital Group August 2014 - Present
Cosmopolitan Finance Limited August 2011 - June 2014
RACE Asset Management December 2008 - August 2011
Prime Capital August 2006 - December 2008
Endowment Capital February 2005 - July 2006
Lazard August 2003 - January 2005
Deutsche Bank Securities June 2002 - August 2003
Skills
Capital Markets, Investments, Investment Banking, Private Equity, Corporate Finance, Portfolio Management, Restructuring, Hedge Funds, Asset Management, Mergers & Acquisitions, Emerging Markets, Financial Analysis, Valuation, Due Diligence, Finance, Project Finance, Asset Managment, Equity Valuation, Equity Research, Economics, Start-ups, Fixed Income, Financial Services, Venture Capital, Alternative Investments, Special Situations, Private Placements, Mutual Funds, Derivatives, IPO, Structured Finance, Corporate Development, Financial Structuring, Financial Markets, Bloomberg
Education
Middlebury College 1998 — 2002
BS, Economics
Scholastica 1994 — 1998
UBS March 2012 - Present
Royal Bank of Scotland May 2010 - August 2011
Deutsche Bank Securities June 2009 - May 2010
Carlyle Blue Wave May 2007 - December 2008
Linedata Services June 2005 - May 2007
Engineering Experience 1992 - 2004
Skills
Trading Systems, Hedge Funds, Equities, Derivatives, Electronic Trading
Education
Lehigh University 1990 — 1992
MS, Electrical Engineering
Lehigh University 1985 — 1990
BS, Computer Engineering
GHS Class of '84 1981 — 1984
Goldman Sachs April 2006 - Present
Tuttle Risk Management Services July 2003 - July 2005
Deutsche Bank Securities June 2002 - June 2003
Deutsche Bank 2002 - 2003
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2007
MBA, Finance
University of California, Los Angeles 1998 — 2002
BA, Business Economics
Eureka
Bank of America Merrill Lynch January 2013 - Present
Deutsche Bank Securities August 2010 - January 2013
Morgan Stanley September 2007 - January 2011
EquiLend Holdings, LLC 2004 - 2007
NJ Transit 2001 - December 2004
Multimedia Solutions 1999 - 2001
Education
New Jersey Institute of Technology
CIBC April 2010 - Present
Scotia Capital May 2009 - April 2010
Deutsche Bank Securities April 2008 - August 2008
Education
McMaster University 2005 — 2009
Honours Bachelor of Commerce, Finance
CAIA Association
Passed the Chartered Alternative Investment Analyst Level I Exam
CFA Institute
Passed the CFA Level l exam
CSI Institute
Deutsche Bank January 2015 - Present
Deutsche Bank Securities June 2010 - December 2014
Credit Suisse September 2008 - June 2010
Morgan Stanley May 2006 - February 2008
Deloitte & Touche September 2003 - April 2006
Deutsche Bank June 2002 - August 2002
Skills
CMBS, Valuation, Securitization, Structured Finance, Due Diligence, Portfolio Management, Commercial Real Estate, Investments
Education
Lehigh University - College of Business and Economics 2002 — 2003
MS
Lehigh University - College of Business and Economics 1998 — 2002
BS
University of New South Wales 2001 — 2001
Fair Lawn High School 1994 — 1998
Airex, Inc. April 2015 - Present
Creative Global Investments 2011 - March 2015
Strategic Planning and Business Development 2009 - 2011
Natixis Bleichroeder April 1998 - October 2009
Fidelity Capital Markets July 1995 - April 1997
Julius Baer Securities 1992 - 1995
Deutsche Bank Securities 1989 - 1992
Merrill Lynch 1983 - 1989
Greenwich Associates 1981 - 1983
Skills
Investments, Equities, Financial Markets, Strategic Planning, Business Planning, Business Relationship..., Start-ups, Entrepreneurship, Sales Management, Nonprofits, New Business Development, Management, European Markets, Strategy, Capital Markets, Global Business..., Business Development, Acquisition Integration, Finance, Mergers & Acquisitions, Trading
Education
Vassar College 1977 — 1980
BA, Political Science
Muhlenberg College 1976 — 1977
Bank of America Merrill Lynch January 2009 - March 2014
Merrill Lynch August 2006 - March 2014
UBS Investment Bank 2005 - 2006
Ameriquest 2000 - 2005
Deutsche Bank Securities 1998 - 2000
PricewaterhouseCoopers 1997 - 1998
KPMG 1994 - 1997
Skills
Securitization, Capital Markets, Structured Finance, MBS, Fixed Income, ABS, Hedge Funds, Valuation, Investment Banking, Portfolio Management, Asset Managment, Financial Modeling, Structured Products, CMBS, CDO, Series 7, Residential Mortgages, Finance, Banking, Mortgage Lending, Bonds, Asset Management, Credit, Financial Structuring, Loans, Securities, Derivatives, Due Diligence, Loan Origination
Education
James Madison University 1990 — 1994
Bachelor of Business Administration (BBA), Accounting, Finance
James Madison University - College of Business 1990 — 1994
Bachelor of Business Administration (BBA), Finance & Accounting
Deutsche Bank Securities November 2012 - Present
HSBC May 2011 - July 2012
Household Finance Corporation/HSBC BANKHSBC BANK April 2011 - July 2012
HSBC May 1996 - July 2012
HSBC BANK April 2010 - April 2011
HSBC Rolling Hill Esates Branch 2011 - 2011
Sears May 1996 - April 2009
HSBC Group March 1997 - March 2009
Sears April 1990 - May 1997
Telemarketing Center June 1995 - March 1996
Skills
Credit, Retail Banking, Relationship Management, Loans, Cash Management, Strategic Financial..., Financial Analysis, Banking, Business Analysis, Mortgage Lending, Business Process, Cross Selling, Branch Management, Credit Analysis, Sales, Training, Management, Small Business Lending
Education
Raritan Valley Community College 2009 — 2013
Registered Nursing Degree, Health Care
University of Phoenix 2006 — 2008
Middlesex County College 2006 — 2007
Bachelor Degree, Retail/Consumer Finance
Deutsche Bank March 2014 - Present
Deutsche Bank Securities April 2010 - Present
Legg Mason July 2008 - December 2008
Deutsche Bank 1998 - 2007
Skills
Mutual Funds, Asset Allocation, Investments, Portfolio Management, Equities, Financial Advisory, Management, Wealth Management..., Investment Banking, Hedge Funds, Investment Strategies, Series 7, Investment Management, Fixed Income, Asset Management, Analysis, Fund Of Funds
Education
Towson University
Master of Science (MS), Mass Communication/Media Studies
Loyola College in Maryland
Master of Business Administration (MBA), Finance, General
QVT Financial LP November 2007 - Present
Citi May 2005 - October 2007
Deutsche Bank Securities December 1997 - 2005
Bankers Trust 1997 - 1999
White & Case 1992 - 1997
Education
Middlebury College 1988 — 1991
BA, Political Science/Spanish
Medical Search Technologies March 2014 - Present
Medical Search Technologies June 2013 - March 2014
Groupon August 2011 - March 2014
Waud Capital Partners July 2009 - August 2011
Aberdeen Bar & Grill January 2008 - December 2010
Deutsche Bank Securities March 2007 - July 2009
Banc of America Securities June 2006 - March 2007
Banc of America Securities June 2005 - August 2005
Skills
Private Equity, Valuation, Corporate Finance, Due Diligence, Financial Modeling, Corporate Development, Venture Capital, Mergers & Acquisitions, Investment Banking, Business Development, Financial Analysis, Investments, Business Valuation, Strategic Planning, Strategy, Analysis, Management
Education
Miami University 2002 — 2006
Bachelor of Science (B.S.), Finance
Lana Zolon & Associates, PLLC August 2009 - Present
Barclays Capital May 2006 - August 2009
Deutsche Bank Securities August 2000 - May 2006
Education
New York Law School 2003 — 2007
Pace University 1998 — 2000
BS, Information Systems
Stony Brook University 1996 — 1998
Deutsche Bank Securities August 2011 - May 2014
J.P. Morgan May 2010 - August 2011
Goldman Sachs October 2008 - May 2010
Bloomberg June 2007 - October 2008
Skills
Fixed Income, Quantitative Finance, Derivatives, C++, Perl, Java, Algorithms, MBS, Bloomberg, Linux, Trading Systems, Equity Derivatives, Equities, Market Data, Structured Products, Analytics, Risk Management, Analysis, Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (MBA), Finance
University of Michigan 2003 — 2007
Bachelor of Science in Engineering, Computer Engineering
UBS AG June 2011 - Present
Greencrest Group LLC April 2008 - May 2011
Deutsche Bank Securities July 2006 - January 2008
Wachovia Securities August 2004 - June 2006
Eurohypo AG May 2004 - August 2004
Calyon May 2002 - May 2004
Standard & Poor's November 1999 - May 2002
Skills
Capital Markets, Securitization, Structured Finance, Valuation, Due Diligence, Commercial Real Estate, Financial Modeling, Investments, Portfolio Management, CMBS, Asset Management, Financial Structuring, Real Estate, Real Estate Economics
Education
New York University
MS, Real Estate Finance
Miami University
BS, Finance
Barron Designs, Inc. May 2014 - Present
Book Revue November 2012 - January 2014
Independent Contractor 2008 - 2012
Deutsche Bank Securities, Commercial Real Estate Division 2007 - 2008
Educational Pursuits 2004 - 2006
Deutsche Bank Securities 2001 - 2004
Garden City Schools 2000 - 2001
Berlitz International AB 1999 - 2000
Skills
Copy Editing, SEO copywriting, Editing, Proofreading, Editorial, Research, Copywriting, Market Research, Writing, Marketing Communications, Social Media, InDesign, Blogging, Teaching, Social Networking, English, Event Planning, Analysis, Photoshop, Customer Service, Microsoft Office, Word, Mentoring, Web 2.0, Outlook, Photography, Distribution, Education, Youth Work, Wordpress, German, Mac OS X, Problem Solving, YouTube, Data Analysis, Kaizen, Teamwork, Organizing, Windows, Troubleshooting, Team Building, PowerPoint, Creative Writing, Content Marketing, Content Management..., Onsite Optimization, Adobe Photoshop, Keyword Research, SEO, InCopy
Education
St. John's College (NM) 2005 — 2006
MA
Katholieke Universiteit Leuven 1999 — 2000
Completed one term at Graduate Institute of Philosophy
Loyola University Maryland 1994 — 1998
BA
Katholieke Universiteit Leuven 1996 — 1997
Junior Year Abroad
Aurelius Investment Group July 2007 - Present
Deutsche Bank Securities January 1994 - January 1997
Education
Middlebury Institute of International Studies at Monterey 1997 — 1999
MBA, Finance
University of Massachusetts Boston 1987 — 1990
B.A., Economics
Bank of America June 2013 - Present
Bank of America - Tek Systems October 2010 - June 2011
ADT Security-Tek Systems April 2010 - October 2010
Deutsche Bank Securities February 2009 - March 2010
Mission Critical Technology Inc. April 2008 - February 2009
Fidelity Information Services June 2001 - April 2008
CSX Technology 2008 - 2008
Visa International January 2000 - December 2001
Merrill Lynch January 1996 - January 2000
Charles Schwab January 1993 - January 1995
Skills
Disaster Recovery, Vendor Management, Security, Business Continuity, Virtualization, ITIL, Network Security, IT Management, IT Strategy, Data Center, IT Audit, Enterprise Architecture, Project Management, Information Technology, Infrastructure, Information Security..., System Deployment, Servers, Technical Support, Team Leadership, Unix, Solaris, Microsoft Exchange, SDLC, Networking, Leadership, Computer Security, Information Security, System Administration, VMware, PCI DSS, CISSP
Education
Jacksonville University 1986 — 1988
Bachelor of Science, Computer and Information Science
University of Florida 1982 — 1984
Bachelor of Arts, Political Science
Bank of America Merrill Lynch April 2015 - Present
Silverpeak Real Estate Finance December 2013 - March 2015
SP Full Stack Commercial Capital LLC October 2012 - November 2013
G2 Real Estate Partners LLC January 2010 - September 2012
Lehman Brothers June 2007 - March 2008
Deutsche Bank Securities May 2004 - June 2007
Prudential Mortgage Capital Company June 2001 - April 2004
Skills
Commercial Real Estate, Loans, CMBS, Securitization, Real Estate Economics, Valuation
Education
Lehigh University - College of Business and Economics 1996 — 2000
Deutsche Bank Securities February 2014 - Present
Deutsche Bank Securities June 2010 - January 2014
Deutsche Bank Securities June 2007 - June 2010
The Bank of New York June 2006 - September 2006
Credit Suisse First Boston June 2005 - August 2005
Skills
Financial Institutions, Investment Banking, Valuation, Financial Modeling, Corporate Finance
Education
Middlebury College 2003 — 2007
BA, Economics
CalPERS 2009 - Present
Saratoga Capital 2009 - 2009
Citigroup 2003 - 2008
Deutsche Bank Securities 1995 - 2003
NatWest Markets 1995 - 1998
Kidder Peabody 1993 - 1995
Education
Massachusetts Institute of Technology 1988 — 1993
Bachelor of Science, Economics
SS&C GlobeOp April 2010 - Present
Deutsche Bank Securities April 2006 - March 2010
Argent Mortgage August 2004 - March 2006
Skills
Fixed Income, Hedge Funds, Fund Accounting, Options, Equities, Private Equity, Account Reconciliation, Middle Office, Bloomberg, Alternative Investments, Securities, Settlement, Financial Services, Prime Brokerage, Bonds, Mortgage Lending, Management, Back Office, Fund Of Funds, Trading, Debt, Derivatives, Loans, FX Options, Collateral, Swaps, Investor Relations, Credit
Education
State University of New York at Albany 2000 — 2004
Bachelor of Arts (B.A.), Economics Major w/ Business Minor
La Salle University 1999 — 2000
Undergrad
Ambac September 2011 - Present
Deutsche Bank Securities January 2009 - November 2010
Transact Business Solutions Inc January 2004 - October 2009
Mok.En.Tech April 2003 - September 2006
Transact Business Solutions Inc, (New York/ Bermuda) August 2000 - December 2003
Scan Image Services March 1997 - August 2000
Skills
Document Capture, Business Analysis, Document Management, Integration, Vendor Management, Software Documentation, Software Project..., Requirements Analysis, Business Process..., Consulting, Visio, Process Improvement, Records Management, Operations Management, Process Management, Project Management, Management, Databases, Leadership, SDLC, Team Leadership, Risk Management
Education
London South Bank University 1992 — 1996
Bsc
London South Bank University 1992 — 1996
Bachelor of Applied Science (BASc)
Allscripts\North Shore-LIJ Health System May 2010 - Present
Deutsche Bank Securities September 2006 - May 2010
General Motors Asset Management July 2003 - June 2006
Merrill Lynch September 2002 - July 2003
Technosphere November 2002 - May 2003
Arkay Consulting April 2002 - May 2002
Credit Suisse First Boston November 1999 - January 2002
Pfizer January 1999 - November 1999
AIG May 1997 - January 1999
Merrill Lynch, July 1996 - May 1997
Skills
Windows Server, Microsoft Exchange, Disaster Recovery, Servers, Data Center, XP, Enterprise Architecture, DNS, Active Directory, Operating Systems, TCP/IP, Security, VMware, Unix, VMware ESX, Cisco Technologies, Requirements Analysis, Cluster, VPN, Troubleshooting, System Deployment, DHCP, Technical Support, Software Documentation, Infrastructure, Firewalls, Group Policy, Business Continuity, IT Management, HP, Storage Area Networks, ITIL, Storage, Integration, System Administration
Education
New Jersey Institute of Technology 1981 — 1985
bsee, Electrical Engineering
DFS, LLC March 2015 - Present
Enova International, Inc. April 2008 - March 2015
Deutsche Bank Securities 2007 - 2008
The Bank of New York 2006 - 2007
Weg & Myers, P.C. March 2005 - September 2005
New York City Department of Buildings May 2004 - August 2004
Skills
Banking Law, Financial Services, Risk Management, AML, Privacy Law, Litigation, Credit, Strategy, Regulations, OFAC, Loans, Portfolio Management, Data Privacy, Financial Regulation, Licensing, KYC, Corporate Governance, FCPA, Management, Corporate Law, Due Diligence, Consumer Lending, Arbitration, Securities, Legal Research, E-commerce, FCRA, Legal Writing, Bank Secrecy Act, Banking, Commercial Litigation, Finance, Anti Money Laundering
Education
New York Law School 2003 — 2006
JD, Law
University of Michigan 1999 — 2003
BA, Economics
Highland Park High School 1995 — 1999
Morgan Stanley 2014 - Present
Deutsche Bank Securities 2007 - 2014
Morgan Stanley 1999 - 2007
JP Morgan 1997 - 1999
Deloitte Consulting 1995 - 1997
Skills
Derivatives, Investment Banking, Fixed Income, Equities, Swaps, Equity Derivatives, Prime Brokerage, Capital Markets, Hedge Funds, Portfolio Management, Middle Office, Financial Services
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance
Mendeleyev University of Chemical Technology of Russia 1983 — 1987
Ph.D., Materials Science
Deutsche Bank Securities January 2010 - March 2013
Merrill Lynch April 2006 - December 2009
Citi Group January 2005 - March 2006
Lotus Capital Partners February 2004 - October 2004
Goldman Sachs October 1998 - February 2004
Education
Lomonosov Moscow State University (MSU) 1988 — 1993
M.Sc.
Wells Fargo Securities, LLC July 2009 - Present
Wachovia Securities 2006 - July 2009
Deutsche Bank Securities September 2005 - April 2006
Wachovia Securities 2004 - 2005
NASDAQ March 2000 - March 2004
Skills
Series 7, Series 24, Equities, Capital Markets, Securities, Trading, Trading Systems, Securities Regulation, Equity Trading, Electronic Trading, ETFs, KYC, FINRA, AML
Education
Loyola University Maryland 1999 — 2003
MBA, International Business
St. Mary's College of Maryland 1991 — 1996
BA, Sociology/Anthropology
Panton Capital Management, LLC PrincipalWyper Capital Mgt2005 - 2007
Deutsche Bank Securities 2004 - 2005
UBS Investment Bank 2002 - 2003
Soros/Bessent Capital Mgt 2000 - 2003
DLJ 1992 - 2000
DLJ 1992 - 2000
Donaldson, Lufkin & Jenrette 1992 - 2000
Education
Middlebury College 1983 — 1986
BA
Merrill Lynch January 2015 - Present
Wells Fargo Advisors May 2013 - Present
Deutsche Bank Securities July 2011 - February 2013
merrill lynch August 2008 - October 2010
Fidelity Investments September 2006 - March 2007
Skills
Retirement Planning, Retirement, Series 7, Estate Planning, Wealth Management, Equities, Investments, Asset Allocation, Mutual Funds, Financial Advisory, Banking, Options
Education
Iona College 1991 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General, 3.2
J.P. Morgan October 2009 - Present
Ziriux Consulting February 2009 - September 2009
Deutsche Bank Securities February 2006 - February 2009
Mexican Ministry of Finance September 1999 - February 2006
Banca Quadrum January 1999 - September 1999
FerroQuadrum 1997 - 1999
Skills
Capital Markets, Corporate Finance, Financial Markets, Credit, Fixed Income, Investment Banking, Valuation, Derivatives, Emerging Markets, Financial Modeling, Investments, Bonds, Financial Services, Investor Relations, Finance, Risk Management, Public Sector, Public Finance, Municipal Bonds, Hedge Funds
Education
Instituto Tecnológico Autónomo de México
MBA
Instituto Tecnológico Autónomo de México 1997 — 1997
Diploma, Corporate Finance
Universidad Anáhuac 1993 — 1996
Universidad Anáhuac
BA in Business
Hovde Group June 2014 - Present
Sandler O'Neill + Partners, L.P. March 2004 - June 2014
Prudential Equity Group February 2001 - February 2004
Deutsche Bank Securities May 2000 - February 2001
Sandler O'Neill + Partners, L.P. October 1998 - May 2000
SNL Securities January 1998 - October 1998
Skills
Equity Research, Capital Markets, Equities, Investment Banking
Education
James Madison University 1993 — 1997
B.S., Finance
Deutsche Bank Securities March 2009 - Present
Barclays Capital October 2008 - January 2009
Lehman Brothers September 1999 - September 2008
Merrill Lynch June 1996 - August 1999
Education
Manhattan College 1989 — 1993
BS, Finance
Deutsche Bank Securities Assistant to the Deputy Head of Global Banking AmericasDeutsche BankSeptember 2001 - Present
Education
New York Institute of Technology 1996 — 1998
BS, Business/English/Fine Arts
Deutsche Bank Securities September 2014 - Present
Deutsche Bank May 2010 - Present
Citibank November 2006 - May 2010
Yes Bank August 2005 - November 2006
ICICI Bank September 2004 - August 2005
Kotak Mahindra Bank June 2002 - September 2004
Skills
Investment Banking, Capital Markets, Corporate Finance, Banking, Trade Finance, Debt & Equity Financing, Fundraising
Education
Narsee Monjee Institute of Management Studies 2000 — 2002
MMS, Finance
Deutsche Bank Securities June 2007 - Present
Smith Barney September 1999 - June 2007
Skills
Investment Management, Securities, Series 7, Strategic Planning, Social Media, Financial Services, Leadership, High Net Worth..., Financial Advisory, Capital Markets, Investments, Alternative Investments, Asset Management, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Emerging Markets
Education
Simmons College 1998 — 1999
BA, Management
Uniwersytet Jagielloński w Krakowie / Jagiellonian University 1983 — 1986
candidate for MA, Romance Philology, French
V Liceum Ogólnokształcące im. Augusta Witkowskiego (The August Witkowski 5th High School) 1979 — 1983
Baccalauréat, French
Deutsche Bank Securities Prime BrokerageUBSMarch 2006 - March 2007
FINRA July 2003 - May 2005
Education
Manhattan College 1999 — 2003
Finance
RBC Capital Markets April 2013 - Present
Deutsche Bank Securities October 2010 - October 2012
Goldman Sachs & Company October 1985 - November 2008
Goldman Sachs & Company January 1997 - January 2008
Goldman Sachs & Company January 1985 - January 1997
Skills
Investment Banking, Options, Telephone Skills, Trading, Strategy, Fixed Income, Finance, Derivatives, Financial Markets, Equities, Portfolio Management, Electronic Trading, Bloomberg, Securities, Trading Systems, Commodity, Asset Allocation, Hedge Funds
Education
Lewis University 1973 — 1977
BA, Criminal/Social Justice
Mendel Catholic Prep School 1969 — 1973
Graduate
Deutsche Bank Securities July 2014 - Present
Aeteon Corporation April 2004 - June 2014
United States Army November 2000 - April 2004
Oracle June 1998 - November 2000
Skills
Business Objects, Oracle Applications, Unix, ETL, Erwin, SharePoint Designer, InfoPath, Databases, Business Intelligence, Data Migration, Oracle, PL/SQL, Microsoft SQL Server, T-SQL, Visio, .NET, Access, C#, Shell Scripting, Stored Procedures, Web Applications, Testing
Education
New Jersey Institute of Technology 1997 — 1998
MS, Information Systems
New Jersey Institute of Technology 1994 — 1997
B.S., Computer Science
Asset Staffing/ Deutsche Bank - Global Banking 2010 - Present
Deutsche Bank Securities 2004 - 2009
Spherion 2003 - 2004
Schwab Capital Markets L.L.C. (formerly Mayer Schweitzer Inc.) 2000 - 2002
Mayer & Schweitzer Inc 1989 - 2000
Skills
Microsoft Excel, Administrative..., Microsoft Office, Series 7, Equities, Securities, Data Entry, Lotus Notes, Bloomberg, Series 63
Education
Kingsborough Community College
A.A.S., Business Administration
Barclays Capital October 2008 - May 2009
Banc of America Securities September 2006 - October 2008
Deutsche Bank Securities June 2001 - July 2006
Education
Jones Graduate School of Business, Rice University 1999 — 2001
Master of Business Administration
The University of Texas at Austin 1990 — 1995
Bachelor of Science, Chemical Engineering
Deutsche Bank Securities January 2014 - Present
Fieldpoint Private July 2013 - January 2014
Morgan Stanley Wealth Management October 2011 - June 2013
Bank of New York Mellon June 2009 - December 2010
Skills
Workshop Facilitation, PowerPoint, Sports, Teaching, Business Development, Public Speaking, Marketing, Series 7, Series 63, Portfolio Management, Strategic Financial..., Financial Modeling
Education
Lafayette College
Bachelor of Arts (B.A.), Self-Designed Major: Business Marketing and Communications
Providence College
Bachelor’s Degree, Economics
The Harvey School
The Rumsey Hall School
Deutsche Bank Securities April 2010 - Present
Deutsche Bank Securities September 2008 - April 2010
Education
Lehigh University - College of Business and Economics 2004 — 2008
Bachelor of Science, Finance, Accounting, Spanish
One William Street Capital October 2013 - Present
UBS Investment Bank June 1998 - October 2013
Deutsche Bank Securities 1996 - 1998
Skills
Fixed Income, Capital Markets, Derivatives, Investment Banking, Credit Derivatives, Equities, Hedge Funds, Structured Products, Investments, Interest Rate..., Portfolio Management, Trading, Trading Systems, Equity Derivatives
Education
Massachusetts Institute of Technology 1989 — 1994
Ph.D., Electrical Engineering
University at Buffalo 1986 — 1989
B.S., Electrical Engineering
BMO Capital Markets April 2015 - Present
BMO Capital Markets May 2011 - April 2015
National Bank Financial January 2009 - November 2010
Merrill Lynch 2000 - 2008
TD Securities 1996 - 2000
Deutsche Bank Securities 1993 - 1996
Skills
Equity Valuation, Equity Research, Financial Modeling, Valuation, Equities, Investment Banking, Capital Markets, Healthcare, Bloomberg, Special Situations, Investments, Hedge Funds, Private Equity, Fixed Income, Equity Trading
Education
Ivey Business School at Western University 1991 — 1993
MBA
University of Toronto 1980 — 1990
BSc, PhD, Biochemistry
White & Case LLP January 2012 - Present
Military Parts Exchange LLC July 2008 - December 2011
Deutsche Bank Securities March 1998 - March 2008
White & Case October 1993 - March 1998
Skills
Private Equity, Capital Markets, Leveraged Finance, Investment Banking, Corporate Law
Education
Maurice A. Deane School of Law at Hofstra University 1990 — 1993
JD
University of Michigan 1986 — 1990
B.A., Economics
Fidelity Investments December 2014 - Present
RGP September 2014 - November 2014
The Depository Trust & Clearing Corporation May 2014 - August 2014
Deutsche Bank Securities August 2013 - February 2014
E*TRADE Financial Corporation February 2013 - June 2013
Bank of America Merrill Lynch December 2011 - September 2012
SANTANDER INVESTMENT SECURITIES March 2011 - January 2012
iCIMS.COM, Inc. September 2009 - December 2010
FINRA January 2008 - August 2009
RIDGE CLEARING AND OUTSOURCING SOLUTIONS, INC. April 2007 - September 2007
Skills
Equities, Securities, Finance, General Ledger, Internal Controls, Auditing, Project Planning, Accounting, Fixed Income, Financial Risk, Managerial Finance, Cash Management, Budgets, Analysis, Variance Analysis, Forecasting, Financial Services
Education
Monmouth University
Bachelor of Science, Accounting
mater dei high school
Board of Child Care January 2015 - Present
Good Shepherd Services (GSS) 2009 - January 2015
Alex. Brown Realty, Inc. 2007 - 2009
Deutsche Bank Securities 1999 - 2007
Deutsche Bank 1999 - 2007
Deutsche Bank Alex. Brown 1999 - 2007
Skills
Financial Analysis, Corporate Finance, Alternative Investments, Asset Management, Capital Markets, Due Diligence, Equities, Finance, Financial Modeling, Financial Services, Investments, Leadership, Mutual Funds, Portfolio Management, Project Management, Real Estate, Securities, Strategic Financial..., Strategic Planning
Education
Loyola University Maryland 2005 — 2007
MBA, Finance
Regeneron Pharmaceuticals April 2013 - Present
Hoffmann-La Roche February 2000 - April 2013
BCBS, Newark NJ September 1998 - December 1999
Deutsche Bank Securities March 1997 - July 1998
Skills
Drug Discovery, Pharmaceutical Industry, Drug Development, Target Identification, Oncology, Visual Basic, Biotechnology, Bioinformatics, Virology, Genomics, In Vivo, GLP, Computer System..., Biomarkers, Laboratory, Clinical Development, Assay Development, LIMS, High Throughput..., CRO, Biopharmaceuticals, Biomarker Discovery
Education
Kiev Polytech Institute 1987 — 1991
B.S., Computer Sciense
Kingsborough Community College 1993 — 1996
Computer Science, Biology
Kingsborough Community College 1993 — 1996
Deutsche Bank June 2010 - August 2013
Deutsche Bank Securities April 2009 - June 2010
Fidelity Investments December 2007 - September 2008
University of North Florida March 2005 - December 2006
Skills
Microsoft Excel, Securities, Series 7, Customer Service, Series 63, Microsoft Word, Financial Services, Relationship Management, Equities, Microsoft Office, Derivatives, Investment Banking, Process Improvement, Retirement Planning, Financial Analysis, Fixed Income, Bloomberg, Finance, Banking, Hedge Funds, Trading, Middle Office, Settlement, Back Office, Mutual Funds, Trading Systems, Accounting, Insurance, Electronic Trading, Swaps, Equity Derivatives, Accounts Receivable, Bonds
Education
DeVry University's Keller Graduate School of Management-Georgia 2013 — 2015
Master's degree, Accounting and Finance
University of North Florida - College of Business Administration 2005 — 2007
BBA, Financial Service
Berenberg Capital Markets August 2015 - Present
ConvergEx Group January 2014 - Present
Convergex Group August 2012 - January 2014
FINRA June 2010 - July 2012
NYSE Euronext May 2008 - June 2010
Deutsche Bank Securities March 2007 - May 2008
Maxim Group November 2004 - March 2007
Skills
Project Management, Regulatory Request /..., Communicative Ability, Staff Supervision &..., Data Research & Analysis, Surveillance Monitoring..., Regulatory Reforms, Policies and Procedures, Trading Advisory, Coordination, Inquiries, Surveillance, Policy, Training, Trading, Analysis, Communication, Request, FINRA, Options, Equities, Series 24, Securities Regulation, Due Diligence, Corporate Governance, Equity Trading, Capital Markets, Hedge Funds, Securities, Asset Management, Financial Services, Fixed Income, Series 7, Derivatives
Education
Loyola College in Maryland 1997 — 2001
BA, Communications
Regis High School 1994 — 1997
Sorensen HC Advisors Inc. June 2014 - Present
SunTrust Robinson Humphrey 2010 - June 2014
Deutsche Bank Securities 2003 - 2009
Banc of America Securities 1999 - 2003
Chase Securities 1993 - 1999
Merrill Lynch Capital Markets 1983 - 1991
Skills
Investment Banking, M&A experience, Business Development, Analysis, Equity Capital Markets, Mergers & Acquisitions, Financial Modeling, Medical Devices, Mergers, Corporate Finance, Private Equity, Management, Capital Markets, Valuation, Corporate Development, Leveraged Finance, Equity Research, Venture Capital, IPO, LBO, Equities, Business Valuation, Due Diligence, Financial Structuring, Private Placements, Fixed Income, Emerging Markets, Alternative Investments, Hedge Funds
Education
Macalester College
BA, Mathematics / Economics
The University of Chicago
MBA, Finance
Université catholique de Louvain
MBA, International Finance / Econometrics
AIG January 2015 - Present
AIG November 2010 - December 2014
Deutsche Bank Securities November 2005 - April 2010
Ernst & Young 2003 - 2005
Skills
CDO, ABS, Structured Finance, Structuring, Securitization
Education
Ithaca College 2000 — 2003
Credit Suisse July 2007 - Present
Deutsche Bank Securities May 2000 - May 2007
Education
Middlebury College 1992 — 1996
Potomac School
Citadel Investment Group January 2002 - October 2009
MetaLogic Solutions LLC July 2000 - December 2001
Deutsche Bank Securities January 2000 - June 2000
Morgan Stanley July 1997 - December 1999
Salomon Brothers January 1994 - June 1997
Education
New Jersey Institute of Technology
Master, Computer Science
Benefit Street Partners April 2015 - Present
FirstKey Lending June 2014 - April 2015
Margules Properties Inc. 2009 - 2010
Dillon Read Capital Management 2006 - 2007
UBS Investment Bank 2001 - 2006
JP Morgan Chase 2000 - 2001
Deutsche Bank Securities 1997 - 1999
UBS Global Asset Management 1993 - 1997
Skills
Asset Managment, Debt, Due Diligence, Real Estate Financing, Valuation, CMBS, Real Estate, Underwriting, Credit Analysis, Private Equity, Structured Finance, Asset Management, Securitization
Education
Ithaca College
BS, Finance & Accounting
Merrill Lynch June 2015 - Present
Deutsche Bank Securities July 2000 - May 2015
Skills
Alternative Investments, Asset Management, Capital Markets, Derivatives, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Mutual Funds, Portfolio Management, Private Equity, Securities, Valuation, Wealth Management
Education
Marist College
Finance and Financial Management Services
Citi July 2009 - Present
Deutsche Bank Securities December 1998 - July 2009
Education
Lafayette College 1990 — 1994
BA, Management
RtEc INTERNATIONAL LLC June 2009 - Present
RTEC International LLC June 2009 - 2012
DEUTSCHE BANK SECURITIES INC May 1997 - July 2009
Deutsche Bank Securities Inc. May 1997 - June 2009
Deutsche Bank Securities Inc May 1997 - June 2009
Deutsche Bank Securities February 1997 - June 2009
Bear Stearns October 1996 - May 1997
OPPENHEIMER April 1994 - October 1996
WATERHOUSE SECURITIES April 1992 - April 1994
DEAN WITTER REYNOLDS October 1987 - April 1992
Skills
Mergers, Corporate Actions, Equities, DTC, Settlements, Securities Lending, Prime Brokerage, Securities, Middle Office, Back Office, Client Service, Customer Relations, Excel, PowerPoint, Bonds, Problem Solving, Microsoft Office, Compliance
Education
City College of New York
Political Science
City College of New York
B.A, Political Science
Kingsborough Community College
New York Institute of Finance
Allen & Company June 2012 - September 2015
Deutsche Bank Securities November 2010 - May 2012
March Partners September 2006 - October 2010
Skills
Valuation, Bloomberg, Hedge Funds, Equities, Arbitrage, Capital Markets, Financial Modeling, Mergers & Acquisitions
Education
New York University 2002 — 2006
Daiwa Capital Markets Americas Inc. November 2011 - Present
CB Richard Ellis May 2011 - November 2011
Deutsche Bank Securities June 2008 - May 2011
Bear Stearns 2004 - June 2008
Education
Lafayette College 2000 — 2004
Economics and Business
Lafayette College 2000 — 2004
Bachelor of Arts, Economics and Business
Barclays Capital June 2012 - Present
Deutsche Bank Securities June 2009 - June 2012
UBS Investment Bank August 2008 - June 2009
Deutsche Bank June 2006 - August 2008
Citadel Investment Group September 1999 - June 2006
Skills
Bloomberg, Capital Markets, Derivatives, Equities, Equity Derivatives, Finance, Financial Markets, Fixed Income, Hedge Funds, Investment Banking, Portfolio Management, Prime Brokerage, Securities, Securities Lending, Series 7, Trading, Trading Systems, Structured Products, Swaps
Education
Lafayette College 1995 — 1999
BA, Economics, English
Morgan Stanley 2009 - Present
Goldman Sachs 2006 - 2009
Deutsche Bank Securities 2003 - 2006
Skills
Managerial Finance, Corporate Finance, Investment Banking, Strategic Finance
Education
Stanford Business School
project management
MIT Sloan School of Management
EMBA ( Executive Masters in Business Administration) Massaschuttes Cambridge USA, Management
Sauder school of business ( Vancouver, British Columbia canada)
Bachelor of commerce, Finance
Legg Mason May 2008 - Present
Deutsche Bank Securities January 2006 - May 2008
Deutsche Bank Securities July 2003 - January 2006
Deutsche Bank Securities September 2001 - July 2003
Deutsche Bank Securities August 1999 - September 2001
Deutsche Bank Securities March 1998 - August 1999
Skills
Analytics, Mutual Funds, Asset Managment, Series 7, Alternative Investments, Wealth Management, Investments, Fixed Income, Hedge Funds, Equities
Education
University of Maryland School of Law 1988 — 1992
Doctor of Law (J.D.)
Loyola College in Maryland 1986 — 1988
Master of Business Administration (M.B.A.)
Loyola College in Maryland 1981 — 1985
Bachelor of Business Administration (BBA)
Deutsche Bank Securities July 2011 - Present
US Treasury February 2011 - June 2011
Deutsche Bank Securities June 2010 - August 2010
Skills
Statistical Inference, Financial Engineering, Trading, Crude Oil, Shipping, Public Speaking, Applied Mathematics
Education
MIT 2008 — 2011
Doctor of Philosophy (PhD), Financial Mathematics, 5
MIT 2007 — 2008
Master's degree, Electrical Engineering and Computer Science, 5
MIT 2002 — 2006
Bachelor's degree, Electrical Engineering and Computer Science, 4.8
The Depository Trust & Clearing Corporation November 2012 - Present
The Depository Trust & Clearing Corporation 2012 - 2015
Deutsche Bank Securities August 2007 - July 2012
Swiss Re August 2002 - August 2007
Financial Security Assurance August 1999 - August 2002
Moody's Investors Service May 1998 - August 1999
Skills
Risk Management, Equity Derivatives, Credit Derivatives, Interest Rate..., VAR, Prime Brokerage, CDO, MBS, Options, Convertible Bonds, Equity Capital Markets, Volatility Arbitrage, Convertible Arbitrage, Hedge Funds, Stress Testing, Simulations, Risk Assessment, CDS, Fixed Income, Bonds, Financial Risk
Education
New York University, Stern School of Business
Master of Business Administration (MBA), Finance
New Jersey Institute of Technology
Master of Science (MS), Computational and Applied Mathematics
Deutsche Bank Securities March 2014 - Present
Spectrum Films August 2012 - January 2013
Wounded Warrior Project July 2011 - December 2011
Skills
Press Releases, Public Relations, Media Relations, Facebook, Strategic Communications, Social Media, Blogging, Newsletters, Social Media Marketing, Marketing Communications, Social Networking, Event Planning, Internal Communications, Copywriting, Journalism, Event Management, Advertising, Editing, Fundraising, Integrated Marketing
Education
Jacksonville University 2009 — 2013
Bachelor of Arts (BA), Communication and Media Studies
Simpson Thacher & Bartlett LLP May 2014 - August 2014
Peace Corps May 2010 - July 2012
The Wicks Group August 2005 - April 2010
Deutsche Bank Securities November 2004 - July 2005
Wachovia Securities, LLC June 2003 - November 2004
Skills
International..., Economics, Investment Banking, International Relations, Intercultural...
Education
New York University School of Law 2012 — 2015
Juris Doctor (J.D.)
Miami University 1999 — 2003
Bachelor's degree, Economics and Finance
Citibank July 2006 - January 2015
Randstad Work Solutions July 2005 - July 2006
Deutsche Bank Securities July 1999 - December 2004
Cariplo Bank January 1999 - July 1999
Natexis Banque March 1990 - January 1999
Westpac Banking June 1986 - March 1990
TC Ziraat Bankasi January 1984 - June 1986
Skills
Outlook, Travel Arrangements, Budgets, Invoicing, Accounts Payable, Administration, Training, Process Improvement, Financial Analysis, Administrative...
Education
Kansas State University