Deutsche Bank Securities
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1,356 Deutsche Bank Securities employees in database. Find out everything there's to know about Deutsche Bank Securities employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Deutsche Bank Securities Employees
Crosslink Capital May 2014 - Present
Deutsche Bank Securities June 2012 - April 2014
Deutsche Bank June 2011 - August 2011
Allen & Overy June 2010 - August 2010
J.P. Morgan June 2009 - July 2009
Skills
Bloomberg, Valuation, LBO, Private Equity, Corporate Finance, Equity Research, Due Diligence, Financial Analysis, Economics, Fixed Income, Investments, Capital IQ, Emerging Markets, Venture Capital, Derivatives, Strategy, Mergers & Acquisitions, Science
Education
Stanford University 2008 — 2012
Bachelor of Arts, Psychology & Economics
United World College of South East Asia 2001 — 2007
International Baccalaureate
Cathedral and John Connon School 1998 — 2000
ORIX Capital Markets June 2008 - September 2013
Wachovia Securities, LLC June 2005 - December 2007
Deutsche Bank Securities July 2003 - May 2005
Merrill Lynch July 1998 - July 2003
Abbey National Treasury Services January 1996 - July 1998
Salomon Brothers 1991 - 1995
Skills
Capital Markets, Structured Finance, Securitization, Portfolio Management, Fixed Income, ABS, Valuation, Alternative Investments, Real Estate Economics, Financial Structuring, Investment Banking, Private Equity, Trading, Securities, Finance, Commercial Real Estate, Real Estate, Asset Management, Bonds, Equities, Bloomberg, Leveraged Finance, Credit Analysis, Investments, CMBS, Due Diligence
Education
Southern Methodist University
BBA / BA, Business, Political Science
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Finance, Real Estate
Wedbush Securities August 2014 - Present
Deutsche Bank Securities August 2013 - July 2014
Avondale Partners 2011 - July 2013
Rodman & Renshaw 2010 - 2011
Robert W. Baird & Co. 1997 - 2010
Skills
Outgoing, Self-motivated, Creative, Excellent attitude, Extreme attention to..., Superior Communications..., Skilled at working with..., Experienced at working..., Deadline driven, Highly organized, Personable, Integrity, Hospitality, Human Resources, Deadline Driven, Sales, Advertising, Marketing, Management, Corporate Events, Contract Negotiation, Market Research, Parties, Team Management, Hotels, Negotiation, Project Planning, Capital Markets, Equities, Financial Analysis, Marketing Strategy, Valuation, Financial Modeling, Investments, Portfolio Management
Education
Rochester Institute of Technology 1992 — 1995
Bachelor's degree, Photography/English
The University of Akron 1990 — 1991
George Smith Partners April 2014 - Present
AIG SunAmerica May 2013 - September 2013
Deutsche Bank Securities January 2013 - May 2013
Loews Hotels March 2011 - May 2012
The Dana on Mission Bay May 2007 - December 2009
US Navy September 2001 - May 2006
Skills
Hospitality Management, Leadership, Microsoft Excel, Purchasing, Training, Logistics, Recruiting, Finance, Accounting, Resource Management, Performance Appraisal, Program Implementation, Social Media, Hospitality, Hotels, Microsoft Office, Marketing, Social Media Marketing, Analysis, Real Estate, Food, Front Office, Hotel Management, Investments, Asset Management, Operations Management, Event Planning, Sales, Time Management, Customer Service
Education
University of Southern California - Marshall School of Business 2012 — 2014
Master of Business Administration, Real Estate
San Diego State University-California State University 2006 — 2009
Undergrad, Business Administration, Hospitality Management
Burbank high school
Parthenon Capital July 2014 - Present
Deutsche Bank Securities July 2013 - July 2014
Deutsche Bank Securities September 2010 - July 2013
Calyon Corporate and Investment Bank July 2009 - September 2010
Harlem RBI December 2008 - September 2010
Lehman Brothers July 2008 - February 2009
Lehman Brothers June 2007 - August 2007
Skills
Investment Banking, Financial Modeling, Capital Markets, Corporate Finance, Private Equity, Valuation, Finance, Due Diligence, Equities, Fixed Income, Investments, Venture Capital, Leveraged Finance, Financial Analysis, Mergers & Acquisitions
Education
Saint Louis University 2004 — 2008
B.S.B.A., Finance, Biology
Deutsche Bank Securities July 2007 - Present
Smith Barney April 1996 - July 2007
Skills
Alternative Investments, Retirement Planning, Investment Advisory, Wealth Management..., Investment Banking, Equities, Mutual Funds, Asset Managment, Private Equity, Direct Investments, Investments, Series 7, Series 63, Venture Capital, High Net Worth..., Asset Management, Financial Advisory, Financial Analysis
Education
Texas A&M Commerce 1987 — 1990
MBA, Business
Sul Ross State University 1980 — 1983
BS, Geology
Reinsurance Group of America, Incorporated November 2013 - Present
Genworth Financial May 2005 - August 2013
Deutsche Bank Securities September 2001 - May 2005
Deutsche Bank November 1991 - September 2001
Skills
Derivatives, Financial Analysis, Capital Markets, Risk Management, Financial Modeling, Fixed Income, Asset Managment, Valuation, Investments, Securitization, ALM, Financial Reporting, Accounting, Collateral Management, Bloomberg, Financial Risk, Open Link Findur, Principia, Credit Default Swaps, Foreign Exchange Risk...
Education
New York University, Stern School of Business 1989 — 1991
MBA, International Finance
Syracuse University 1982 — 1986
BS, Finance
Housatonic Valley Regional HS
Goldman Sachs March 2014 - Present
Lazard Capital Markets June 2013 - March 2014
Deutsche Bank Securities June 2012 - August 2012
CRT Capital Group, LLC May 2011 - August 2011
Skills
Series 7, Series 63, High Yield, Distressed Debt
Education
SMU 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Southern Methodist University 2009 — 2013
BBA, Finance
London School of Economics 2011 — 2012
General Course, Finance, Economics
St. Luke’s School 2005 — 2009
Deutsche Bank Securities November 2010 - Present
United States House of Representatives January 2008 - August 2010
Vapiano International April 2007 - November 2007
DB RREEF June 2006 - March 2007
Skills
Blogging, Customer Service, Editing, Event Management, Event Planning, Financial Analysis, Fundraising, Leadership, Marketing, Marketing Communications, Microsoft Excel, Microsoft Office, Microsoft Word, Nonprofits, Policy Analysis, PowerPoint, Public Policy, Public Relations, Public Speaking, Research, Sales, Social Media, Social Media Marketing, Social Networking, Strategic Communications
Education
The Johns Hopkins University 2010 — 2012
Masters, Public Relations- Communications
Southwestern University 2002 — 2006
Bachelor of Arts, Theatre and Dance
TouchSuite July 2014 - Present
Credit Union BUSINESS Magazine May 2012 - June 2014
Nova Capital Partners September 2011 - March 2012
Castle Harlan June 2011 - September 2011
Wells Fargo Family Wealth June 2010 - August 2010
Deutsche Bank Securities May 2009 - August 2009
Skills
Analysis, Financial Modeling, Market Research, Report Writing, Sales Presentations, Business Development, Entrepreneurship, Due Diligence, Private Equity, Competitive Analysis, Portfolio Management, Equities, Management, CRM, Finance, Risk Management, Strategic Planning, Financial Analysis
Education
Rollins College - Crummer Graduate School of Business 2009 — 2011
MBA, Business Administration
Rollins College 2003 — 2007
BA, Political Science
Varagon Capital Partners June 2014 - Present
CIT Healthcare February 2005 - March 2014
CIT Healthcare February 2005 - February 2008
GE Healthcare Financial Services 2002 - 2005
Deutsche Bank Securities 1992 - 2002
Skills
Leveraged Finance, Healthcare Industry, Mergers & Acquisitions, Mergers, Finance, Executive Management, Strategy, Investment Banking, Private Equity, Loans, Credit, Financial Modeling, Venture Capital, Investments, Capital Markets, Valuation, Due Diligence, Corporate Finance
Education
St. Lawrence University 1974 — 1979
BA, Economics
PearTree Securities Inc. March 2013 - Present
NTB Financial April 2012 - Present
Deutsche Bank Securities May 2009 - December 2010
HSBC Bank August 2002 - August 2008
RBC Capital Markets January 2000 - August 2002
RBC Capital Markets October 1997 - December 2000
RBC Capital Markets April 1995 - October 1997
Skills
Fixed Income, Structured, Derivatives, Credit, Bonds, Structured Products, Equities, Funding, Credit Derivatives, Hedge Funds, Swaps, Structured Philanthropy, Structured Solutions, Relative Value Trading, Relationship Management, Structured Finance, Investments, Corporate Finance, Investment Management, Emerging Markets, Interest Rate..., Mutual Funds, Commodity, Options, Solutions Marketing
Education
York University - Schulich School of Business 1989 — 1991
MBA, Finance
Royal Military College of Canada/Collège militaire royal du Canada 1985 — 1989
Bachelor of Engineering, Physics
Earl Haig
Citi June 2011 - Present
Deutsche Bank Securities April 2006 - March 2011
ABN AMRO Bank N.V. September 2003 - April 2006
Rothschild 2001 - 2003
PricewaterhouseCoopers July 1999 - February 2001
Skills
Securitization, ABS, Capital Markets, Fixed Income, Structured Finance
Education
Sweet Briar College 1995 — 1999
BA, Economics, Mathematics
Royal Holloway, University of London 1997 — 1998
Mathematics, Management
Barclays Capital October 2013 - Present
Deutsche Bank Securities June 2011 - September 2013
UBS Investment Bank December 2010 - June 2011
Moody's Investors Service August 2006 - December 2010
Skills
Investment Banking, Credit Analysis, Modeling, Research, Asian Markets, Legal Documentation, Debt Origination, Credit, Fixed Income, Mergers & Acquisitions, LBO, Equities, Finance, Financial Modeling, Valuation, High Yield, Financial Analysis, Capital Markets, Leveraged Finance, Asian markets, Corporate Finance
Education
Saint Bonaventure University
Bachelors of Business Administration, Finance
The American University of Rome
Ward Melville
Bluballoon October 2011 - Present
DPS Sporting Club Development Company February 2010 - January 2011
Deutsche Bank Securities January 2007 - February 2010
Education
St. Lawrence University
BS, Economics
REVL Capital Group May 2015 - Present
Kildare Capital, Inc May 2010 - January 2015
SolomonEdwardsGroup December 2009 - May 2010
UBS Investment Bank March 2002 - February 2008
Deutsche Bank Securities August 2001 - March 2002
PHH Mortgage May 1997 - July 2001
Skills
Capital Markets, Fixed Income, Due Diligence, Credit, Structured Finance, Banking, Loans, Mortgage Lending, Investment Banking, Portfolio Management, Financial Structuring, Valuation, Structured Products, Finance, Contract Negotiation, Securitization, Trading, Risk Management, Securities, Loan Origination, Financial Risk, Credit Risk, Real Estate, ABS, Bonds, Bloomberg, Financial Analysis, Forecasting, Financial Services, Accounting
Education
Rowan University 1993 — 1998
BS, Business/Accounting
Siemens Industry, Inc. - Energy June 2014 - Present
Capital District Physicians' Health Plan August 2013 - June 2014
IPLogic, Inc. December 2011 - June 2013
VISTACO, LLC February 2011 - November 2011
Capital District Physicians' Health Plan August 2007 - February 2011
LeaFAR Consulting, LLC February 2006 - July 2007
Ernst & Young, LLP October 1993 - January 2006
Deutsche Bank Securities May 1993 - September 1993
KPMG Peat Marwick November 1988 - April 1993
Skills
IT Strategy, Strategy, Program Management, Business Process..., Business Intelligence, PMO, Change Management, Business Process, Enterprise Architecture, Strategic Planning, Team Building, Integration, Vendor Management, Management, Governance, Cross-functional Team..., SDLC, Analysis, Software Development, Leadership, Process Improvement, PMP, Disaster Recovery, Project Portfolio..., Product Development, Telecommunications, Enterprise Software, Consulting
Education
Intense School
Certificate Program, Certified Information Systems Security Professsional (CISSP)
Monroe Woodbury High School
SUNY Orange
Associate's Degree, Accounting
State University of New York at Albany
Master of Business Administration, Executive MBA
State University of New York at Oswego
Bachelor's Degree, Psychology
Keefe, Bruyette & Woods February 2010 - Present
Deutsche Bank July 2008 - February 2010
Chanin Capital Partners August 2006 - June 2008
Deutsche Bank Securities June 2004 - July 2006
Skills
Investment Banking, Bloomberg, Series 7, Equities, Hedge Funds, Capital Markets, Series 63, Fixed Income, Due Diligence, Finance, Banking, FINRA, Financial Modeling, Valuation, Financial Analysis, ETFs, Portfolio Management, Equity Research, Investments, Corporate Finance, Derivatives, Alternative Investments, Trading, Equity Trading, Emerging Markets, Private Equity, Securities, Financial Markets
Education
Saint Bonaventure University 2000 — 2004
Bachelor of Business Administration, Finance
Waxie Sanitary Supply October 2013 - Present
Callaway Golf July 2012 - August 2013
Callaway Golf April 2009 - July 2012
Callaway Golf July 2007 - March 2009
Callaway Golf August 2005 - June 2007
Deutsche Bank Securities February 2002 - July 2005
Fairmount Country Club September 2000 - January 2002
The Farms Golf Club January 1997 - September 2000
Skills
Merchandising, Sales Operations, Sports Marketing, Golf, Sporting Goods, Footwear, Sports, Account Management, National Accounts, Territory Development, Networking, Creative Problem Solving, B2B, Sponsorship, Sales, New Business Development
Education
State University of New York College at Oneonta 1989 — 1993
B.A., Speech Communications
Fir Tree Partners January 2012 - Present
Marathon Asset Management July 2010 - January 2012
Credit Suisse August 2007 - June 2010
Deutsche Bank Securities December 2006 - August 2007
Deloitte June 2006 - November 2006
Skills
Private Equity, Investments, Investment Banking, Hedge Funds, Financial Modeling, Equities, Due Diligence, Capital Markets, Bloomberg, Residential Mortgages
Education
Rutgers University-New Brunswick 2002 — 2006
BSc, Accounting
Morgan Stanley September 2013 - Present
Deutsche Bank Securities March 2010 - August 2013
Deutsche Asset Management August 2005 - March 2010
Merrill Lynch June 2001 - August 2005
Skills
Equity Research, Trading Systems, Equities, Fixed Income, Investment Banking, Capital Markets, Asset Management, Hedge Funds, Valuation
Education
Rutgers University-New Brunswick 2005 — 2008
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Electrical Engineering / Computer Science
Citisoft May 2013 - Present
Arev Consulting 2009 - Present
Thomson Reuters October 2009 - November 2012
Accenture 2005 - September 2009
Wachovia 2007 - 2008
Deutsche Bank Securities 2004 - 2005
Telerate 2001 - 2004
Manulife Financial November 2000 - November 2001
Reuters 1997 - 2000
Nesbitt Burns 1993 - 1997
Skills
FX Options, Money Market, Market Data, Settlement, Requirements Gathering, Investment Banking, Fixed Income, Financial Markets, Derivatives, Equities, Business Process Design, SDLC, Process Improvement, Asset Management, Business Requirements, Data Quality, Business Analysis, Asset Managment, Requirements Analysis, Reference Data, Data Analysis, Capital Markets
Education
Sheridan College 2011 — 2011
Spanish Language and Literature
Wilfrid Laurier University 1989 — 1992
BA, Economics
Delhi 1983 — 1991
Kyle Capital, LLC January 2014 - Present
Olivewood Capital LLC September 2009 - December 2013
Deutsche Bank Securities June 2008 - August 2009
Brunswick UBS October 1997 - May 2008
UBS Investment Bank October 1997 - May 2008
Education
Texas A&M University 1985 — 1990
BBA, Finance
Steeplechase Financial March 2008 - Present
UBS Investment Bank March 2002 - February 2008
Deutsche Bank Securities August 2001 - March 2002
Education
Rowan University 1994 — 1997
Deutsche Bank Securities June 2014 - Present
Armada Analytics, Inc. (formerly Agency Advisors, Inc.) April 2010 - June 2014
Charles Seymour, Inc. April 2009 - May 2010
Agency Advisors Inc. November 2008 - June 2009
Amerland Group February 2008 - October 2008
Credit Suisse February 2004 - January 2008
Deutsche Bank Berkshire Mortgage October 2000 - September 2002
Skills
Financial Analysis, Valuation, Debt, Loans, Mortgage
Education
Sewanee-The University of the South 1996 — 2000
Bachelor of Arts, Economics
Woodward Academy 1993 — 1996
1996, High School
AmericanCertified.com 2013 - 2015
Deutsche Bank Securities 2011 - 2012
SCS Commodities Corp. 2010 - 2010
Go Festive 2009 - 2010
Revue Publishing 2009 - 2009
Department of Tourism and Resorts of Georgia 2008 - 2008
Skills
Social Media, Blogging, Marketing, Public Relations, Social Media Marketing, Microsoft Office, Marketing Strategy, Business Strategy, Market Research, Branding & Identity, Strategic Planning, New Business Development, Small Business Marketing, Financial Analysis, International Business, Foreign Languages, Film Production, Short Films, Facebook, Tourism Management, Hospitality Management, Economic Development, Spanish, Management, Sales, Analysis, Fundraising, Salesforce.com, Entrepreneurship, Public Speaking
Education
Temple University - Fox School of Business and Management 2009 — 2011
Bachelor of Business Administration (BBA), Entrepreneurship
European School of Management, Free University of Tbilisi 2005 — 2009
Associate's degree, Business Administration and Management, General
HGK Asset Management, Inc October 2002 - Present
Deutsche Bank Securities May 2000 - June 2002
Acadian Asset Management August 1998 - May 2000
State Street Corp. January 1997 - August 1998
Skills
Equities, Fixed Income, Investments, Asset Management, Bloomberg, Trading, Valuation, Finance, Portfolio Management
Education
Radford University - College of Business and Economics 1989 — 1993
B.B.A, Marketing
Barclays July 2013 - Present
US Securities and Exchange Commission September 2011 - December 2011
Gallo Vitucci Klar LLP May 2011 - August 2011
Office of the City Solicitor July 2010 - August 2010
Tennessee Attorney General's Office May 2010 - July 2010
Deutsche Bank Securities July 2007 - July 2009
Georgia Secretary of State September 2006 - December 2006
Skills
Legal Research, Bankruptcy, Negotiation, Legal Writing, Securities, Courts, Litigation, Nonprofits, Trials, Finance, Hearings, Training, Corporate Law, Investments, Research, Analysis
Education
Vanderbilt University Law School 2009 — 2012
Doctor of Law (J.D.)
Spelman College 2003 — 2007
Bachelor of Arts (B.A.), Economics
Stephenson High School
Deutsche Bank Securities December 2013 - Present
U.S. Department of State September 2012 - December 2013
U.S. Department of State April 2007 - September 2012
Deutsche Bank Securities June 2005 - April 2007
Bank of America July 2001 - May 2005
Mehaffy Weber June 1997 - August 1999
Skills
Financial Modeling, Corporate Finance, Capital Markets, Structured Finance, Valuation, Due Diligence, Emerging Markets, Economics, Latin America, Financial Analysis, International Relations, Brazilian Portuguese, Spanish, Strategic Planning, Corporate Development, Renewable Energy, Energy Policy, Sustainable Energy, Energy Efficiency, Energy Management, Solar Energy, Investments, Finance, Investment Banking, Foreign Policy
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2001
MBA, Finance
University of Houston Law Center 1994 — 1997
JD, Law
University of Houston 1988 — 1993
BBA, Finance
Stockholm School of Economics
The Gabor Agency, Inc. 2015 - Present
Elite Financial Partners 2008 - 2015
MassMutual Financial Group 2008 - 2015
Deutsche Bank Securities 2007 - 2007
Skills
Retirement, Finance, Insurance, Retirement Planning, Disability Insurance, Long Term Care Insurance, Financial Services, Customer Service, Banking, Fixed Annuities, Savings, Marketing, Funding, Financial Modeling, Life Insurance, Investments, Term Life Insurance, LLC, Sales, Mutual Funds, Access, Portfolio Management, IRAs, Institutions, Long-term Care, 401k, Asset Allocation, Bonds, FINRA, Investment Strategies, Estate Planning, Equities
Education
Rollins College 2003 — 2005
None, International Business
University of South Florida
Bachelor of Arts, History
Needham & Company July 2011 - Present
Restonic Corporation November 2008 - July 2011
SMH Capital April 2007 - September 2008
Stifel Nicolaus & Co., Inc. December 2005 - March 2007
Legg Mason September 1999 - November 2005
Deutsche Bank Securities June 1996 - June 1999
First Interstate Bank May 1994 - March 1996
AIM Management Group Inc. February 1992 - April 1994
Skills
Financial Services, Energy, Healthcare, Business Services, Industrial Sector, REIT, Equities, Series 7, Investments, Asset Managment, Series 63, Portfolio Management, Capital Markets, Hedge Funds, Series 24, Technology
Education
Southern Methodist University 1987 — 1991
BA, Political Science
Episcopal HighSchool 1985 — 1987
Renbrook School 1979 — 1983
N/A June 2011 - Present
AIG Asset Management Group March 2010 - May 2011
AIG Asset Management Group June 2009 - March 2010
AIG Investments August 2006 - June 2009
Barclays Capital February 2002 - August 2006
Deutsche Bank Securities February 1998 - February 2002
Bear Stearns January 1987 - February 1998
Corning Incorporated June 1980 - January 1987
U.S. Army June 1975 - June 1980
Skills
Fixed Income, High Yield, Bonds, Asset Managment, Investment Banking, Investments, Portfolio Management, Capital Markets, Series 7, Derivatives, Trading, Financial Modeling, Credit Derivatives, Emerging Markets, Credit, Credit Analysis, Asset Management, Securitization, CDS, Financial Markets, Risk Management, Banking, Structured Products, Finance, Bloomberg, Equity Research, Investment Management, Securities, Financial Structuring, Structured Finance, Mutual Funds, Venture Capital, Investment Strategies, Financial Institutions
Education
Syracuse University - Martin J. Whitman School of Management 1982 — 1986
MBA, Management
United States Military Academy at West Point 1971 — 1975
BS, Engineering
Victoram Energy Research & Consulting November 2013 - Present
Victoram Energy Research & Consulting November 2013 - Present
Merrill Lynch April 2012 - July 2013
Prospect Capital Funding (Energy BDC) September 2010 - March 2012
Haywood Dorland Energy Capital, LLC July 2008 - March 2012
HSH Nordbank December 2005 - July 2008
Commerzbank August 2001 - May 2005
Sithe Energies June 1998 - September 2000
Deutsche Bank Securities September 1995 - May 1998
Mizuho Financial Group September 1992 - August 1995
Skills
Shale Energy, Energy, Natural Gas, Solar, Private Equity, Wind, Oil and Gas, Project Finance, Fixed Income, Alternative Investments, Renewable Energy, Corporate Finance, Capital Markets, Start-ups, Finance, Investment Banking, Hedge Funds, Solar Energy, Due Diligence, Economics, Equities, Commodity Markets, Structured Finance, Banking, Wealth Management, Valuation, Financial Modeling, Cleantech, Venture Capital, Mergers & Acquisitions, Gas Pipelines, Refining, Energy Regulation, Portfolio Management, Emerging Markets, Commodity, Trading, Investments
Education
Southern Methodist University - Cox School of Business 1990 — 1992
MBA, Finance
University of Massachusetts, Amherst 1981 — 1985
BSBA, Finance
ZenPayroll June 2015 - August 2015
Startup:Education 2012 - 2015
KIPP:LA Schools 2011 - 2012
Education Pioneers 2011 - 2012
LeapFrog 2008 - 2011
Deutsche Bank Securities 2007 - 2008
Skills
Financial Analysis, Analytics, Competitive Analysis, Business Strategy, Strategic Planning, Finance, Strategy, Data Analysis, Financial Modeling, Corporate Finance, Cross-functional Team...
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (MBA)
Stanford University 2003 — 2007
Liquidnet Canada April 2008 - Present
E*TRADE Financial October 2006 - March 2008
E*TRADE Canada Securities Corp 2006 - 2008
ITG Canada May 2000 - July 2006
Deutsche Bank Securities January 1994 - May 2000
Skills
Equities, Back Office, Capital Markets, Front to Back Office, Electronic Trading, Middle Office, Settlement, Equity Trading, Trading Systems, Fixed Income, Investments, Prime Brokerage, Equity Derivatives, Derivatives, Hedge Funds, Asset Management, Bloomberg, Bonds, FINRA, FX Options, ETFs, Financial Services, Investment Banking, Mutual Funds, Portfolio Management, Trading
Education
Ryerson University 1990 — 1992
Psychology
Bank of Tokyo-Mitsubishi UFJ August 2011 - Present
UBS Investment Bank July 2008 - April 2011
Bank of Tokyo-Mitsubishi UFJ September 2000 - August 2006
Deutsche Bank Securities September 1999 - September 2000
Skills
Equities, Capital Markets, Valuation, Financial Modeling, Hedge Funds, Bloomberg, Banking, Investments, Credit Risk, Business Strategy, Investment Banking, Risk Management, Strategy, Corporate Finance, Portfolio Management, Emerging Markets, Financial Markets
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
MBA, Finance & Strategy
Stanford University
BA, Economics
FINRA ( Financial Industry Regulatory Authority) December 2010 - Present
The Compliance Search Group, LLC May 2010 - December 2010
Deutsche Bank Securities February 2007 - February 2009
Lehman Brothers July 2006 - December 2006
Special Counsel February 1995 - February 2005
Skills
Recruiting, Risk Management, Auditing, Corporate Law, Executive Search, Talent Acquisition, College Recruiting, Applicant Tracking..., Financial Services, Employee Relations
Education
Southern Connecticut State University
BS, Sociology / Education
M&T Bank November 2013 - Present
Citi July 2013 - October 2013
OneMain Financial/CitiFinancial September 2011 - July 2013
Deutsche Bank 2010 - 2011
Deutsche Bank Securities 2003 - 2010
Deutsche Bank Securities 2000 - 2003
Deutsche Bank 1998 - 2000
Skills
AML, KYC, OFAC, Due Diligence, Financial Risk, Bank Secrecy Act, Anti Money Laundering, USA PATRIOT Act, Securities, Finance, Internal Audit, Risk Assessment, Banking, FINRA, Internal Controls, Investments, Operational Risk, Financial Regulation, Compliance Management, Quality Assurance, Risk Management, Business Process..., Project Management, training and development, Data Privacy
Education
Randolph Macon Woman's College 1978 — 1982
Bachelor of Arts, Economics
India Outsourcing January 2014 - Present
Performance Reporting January 2013 - January 2014
Independent Consultant August 2011 - June 2012
State Street Bank December 2010 - May 2011
AIG Securities June 2010 - September 2010
APG Asset Management June 2009 - March 2010
Citco Hedge Fund Services December 2007 - November 2008
Ascend Technologies March 2007 - December 2007
Deutsche Bank Securities November 2005 - March 2007
Mizuho Securities January 2005 - September 2005
Education
Pace University, Graduate School of Business 1996 — 1998
Masters of Business Administration, International Business
Quinnipiac University 1988 — 1992
Bachelor Of Science, Economics
Compliance Science, Inc. May 2010 - Present
Bank of New York Mellon June 2006 - June 2009
Bank of New York October 2003 - June 2006
Jefferson Wells August 2002 - October 2003
Bank of America March 2001 - February 2002
United States Trust Company of New York September 1998 - February 2001
Deutsche Bank Securities May 1992 - October 1998
David Lerner Associates, Inc. 1981 - 1984
Skills
Compliance Audits, System Development, Risk Management, Quality Auditing, Compliance Monitoring, Analysis, Continuing Education, Hedge Funds, Auditing, OFAC, Securities, Program Management, Banking, Investments, Trading, Finance, KYC, Financial Services, Asset Management, AML, Wealth Management, Internal Audit, Investment Management, Equities, Investment Banking, Policy, Management, Loans, Broker-Dealer, FINRA, Training, Anti Money Laundering
Education
University of Pennsylvania - The Wharton School 2009 — 2010
Certificate Program, Certified Regulatory and Compliance Professional
State University of New York College at Brockport 1977 — 1979
Bachelor of Applied Science (B.A.Sc.), Education
State University of New York College at Fredonia 1975 — 1977
bs, music
FTV Capital 2013 - Present
FTV Capital July 2003 - Present
Deutsche Bank Securities January 2001 - February 2003
Education
Saint Mary's College of California 1996 — 2000
LinkedIn March 2015 - Present
Deutsche Bank Securities 2013 - 2015
Vista Point Advisors 2013 - 2013
Infinitedge Partners 2012 - 2012
UBS 2011 - 2011
Cisco Systems 2011 - 2011
Skills
Corporate Development, Investment Banking, Financial Analysis, Valuation, Mergers & Acquisitions, Microsoft Office, Finance, Leadership, Microsoft Excel, Corporate Finance, Financial Modeling, Business Development, Forecasting, Venture Capital, Strategy, Capital Markets, Due Diligence
Education
Santa Clara University
BS, Finance
Deutsche Bank July 2013 - Present
Deutsche Bank Securities July 2010 - June 2013
Deutsche Bank Securities May 2009 - August 2009
JPMorgan Chase June 2008 - August 2008
Skills
Financial Modeling, Presentation Preparation, Data Analysis, Market Research, Forecasting, PowerPoint, Business Strategy, Recruiting, Investment Banking, Capital Markets, Strategy, Hedge Funds, Private Equity, Equity Research
Education
Spelman College 2006 — 2010
B.A., English
Weil Gotshal and Manges April 2012 - Present
Barclays Capital December 2011 - February 2012
Investcorp May 2011 - September 2011
Coach July 2010 - December 2010
Evercore Partners May 2008 - June 2009
Banc of America Securities June 2007 - May 2008
Deutsche Bank Securities January 2001 - June 2007
EGS Securities June 1998 - January 2001
Skills
Equities, Investment Banking, Private Equity, Securities, Hedge Funds, Corporate Finance, Bloomberg, Asset Managment
Education
State University of New York College at Oneonta
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Citigroup June 2011 - Present
Deutsche Bank Securities June 2006 - May 2011
First Rehab Life September 2001 - May 2006
Skills
Business Analysis, SDLC, Requirements Gathering, Requirements Analysis, Back Office, Risk Management, Business Intelligence, Software Project..., Visio, SQL, Fixed Income, Investment Banking, Business Requirements, Derivatives, Consulting, Management, Project Management, Vendor Management, Equities, Capital Markets, Process Improvement
Education
Saint John's University - Peter J. Tobin College of Business 2003 — 2006
MBA, Finance
Vellore Institute of Technology 1997 — 2001
BE, Electrical & Electronics Engineering
St. Xaviers School
Partners in Education (PiE) (Fundraising for Palo Alto Unified School District) 2012 - Present
KidSenz (Short videos for school kids on US and World events) 2012 - 2013
MamaDigest (An online resource for parents and moms) 2008 - 2012
Snuggles ‘n Smiles 2006 - 2008
Financial Software Systems 2003 - 2004
Deutsche Bank Securities 2000 - 2003
Skills
Quality Assurance, Performance Testing, Test Automation, Online Marketing, Marketing Strategy, Entrepreneurship, Finance, Accounting, Product Management, Project Management, Business Development, Community Building, Online Video Based..., Kids Education, Fundraising, Business Planning, Marketing, Business Analysis, Strategy, Start-ups
Education
Wharton School, University of Pennsylvania 2004 — 2005
Certificate, Finance and Accounting
Rutgers University 1996 — 1999
Bachelor of Science (BS), Computer Science
Rutgers University 1996 — 1999
Minor, Economics
Deloitte Consulting September 2013 - Present
SocialRadar June 2013 - August 2013
Hilltop Consultants September 2011 - May 2013
Deutsche Bank Securities June 2012 - August 2012
Qiming Venture Partners May 2011 - August 2011
Georgetown University Investment Office February 2010 - May 2011
Skills
Financial Analysis, Chinese, Business Development, Strategic Thinking, Team Leadership, Self-reflection, Creative Thinking, Strategic Consulting, Management Consulting, Problem Solving, Analysis, d3.js, JavaScript, VBA, HTML, CSS, Marketing Analytics, Marketing Strategy, Strategic Planning, Product Marketing, Financial Modeling, Product Management, Data Analysis, Project Management, Strategy, Business Strategy, Business Analysis, Business Process..., Management
Education
Pioneer
Georgetown University, McDonough School of Business 2009 — 2013
BSBA, Finance, Magna Cum Laude
Shanghai International Studies University 2008 — 2009
Cranbrook Kingswood High School 2006 — 2008
IBM January 2015 - Present
IBM April 2013 - Present
IBM January 2012 - March 2013
IBM July 2007 - December 2011
IBM May 2005 - June 2007
Oki Data Americas, Inc. November 2001 - May 2005
Deutsche Bank Securities May 2000 - May 2001
Quantex Microsystems, Inc July 1997 - May 2000
Skills
Sales, Business Development, Channel, Solution Selling, Account Management, Enterprise Software, Smart Grid, Smart Metering, Marketing, Marketing Management, Marketing Strategy, Sales Presentations, International Sales, Public Speaking, Engaging Public Speaker
Education
Rider University 1999 — 2002
MBA, Marketing
Rutgers University-New Brunswick 1993 — 1997
BA, Communction
Gotham Air, LLC June 2015 - Present
t3 interactive January 2015 - Present
She's the First January 2013 - Present
South Mountain YMCA October 2012 - Present
HK Project March 2009 - November 2013
Renaissance Technologies LLC November 2006 - September 2010
Deutsche Bank Securities 1997 - 2006
First Security Associates 1987 - 1991
Skills
Alternative Investments, Derivatives, Equities, Equity Derivatives, Equity Swaps, Fund Accounting, Fund Of Funds, Funding, Fundraising, Hedge Funds, Leadership, Nonprofits, Prime Brokerage, Securities, FINRA, Mutual Funds, Portfolio Management, Trading, Fixed Income, Capital Markets, Investment Banking, Process Improvement, Public Speaking, Social Media, Strategic Planning, Trading Systems, Asset Management, Series 7, Bloomberg, Private Equity, Business Development
Education
Rowan University 1976 — 1980
Bachelor of Arts (B.A.), Accounting and Finance
Kalon Crossing May 2015 - Present
Self-Employed June 2014 - Present
Kiosk HQ, part of Flamingo Group February 2013 - May 2014
Flamingo Group, part of Omnicom DAS May 2011 - March 2013
Clear April 2010 - March 2011
Redscout May 2007 - April 2010
Vivaldi Partners April 2005 - May 2007
Mould Strategy, LLC August 2001 - April 2005
Deutsche Bank Securities July 2000 - July 2001
Skills
International Business..., Marketing Strategy, Strategy, Business Strategy, Innovation Development, Branding & Identity, Innovation Consulting, Marketing, Financial Analysis, Event Planning, Public Relations, Insight Generation, Brand Development, Brand Management, Brand Architecture, Segmentation, Entrepreneurship, Analytics, Customer Insight, Market Research, Start-ups, FMCG, Strategic Thinking, Digital Strategy, CRM
Education
Stanford University
AB
Deutsche Bank Securities April 2007 - Present
JPMorgan Chase December 1997 - April 2007
Skills
Banking, Capital Markets, Credit, Derivatives, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Investments, Mutual Funds, Portfolio Management, Securities, Series 7, Valuation
Education
Temple University - Fox School of Business and Management 2002 — 2005
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1989 — 1993
Bachelor of Arts (B.A.), American History (United States)
Deutsche Bank Securities July 2011 - Present
Deutsche Bank Securities July 2011 - September 2011
Deutsche Bank Securities July 2011 - August 2011
Deutsche Bank Securities June 2010 - August 2010
Updata Partners January 2010 - May 2010
Novartis June 2009 - August 2009
Education
Seton Hall University 2007 — 2011
Bachelors, Finance, Asian Studies
Citi March 2014 - Present
Deutsche Bank Securities June 2012 - March 2014
Deutsche Bank Securities January 2011 - May 2012
Wells Fargo January 2009 - December 2010
Tara Energy 2008 - 2008
Education
Texas A&M University - Mays Business School 2007 — 2008
Master's degree, Finance
Texas A&M University 2003 — 2007
Bachelor's degree, Genetics
Deutsche Bank Securities July 2012 - April 2015
Deutsche Bank Securities June 2011 - August 2011
MergerTech Advisors January 2011 - May 2011
Chicago Analytic Trading Company June 2010 - December 2010
Citigroup July 2009 - September 2009
Education
Santa Clara University - Leavey School of Business 2008 — 2012
Dual-Degree
Capco 2011 - Present
FPS Consulting Inc. February 2011 - September 2011
Nomura February 2011 - July 2011
JPMorgan Chase 2008 - 2010
Nomura Securities International 2006 - 2008
Deutsche Bank Securities 1998 - 2005
Deutsche Bank Securities 1998 - 2001
NatWest Markets 1994 - 1998
Morgan Stanley 1987 - 1994
Skills
Vendor Management, Change Management, Equities, Back Office, PMO, Program Management, Stakeholder Management, Acquisition Integration, Information Systems, SDLC, Risk Management, Mutual Funds, Cross-functional Team..., Derivatives, Fixed Income, Business Process, Middle Office, Banking, Management Consulting, Capital Markets, Portfolio Management, Business Transformation, Financial Services, Strategy
Education
Southern New Hampshire University 1982 — 1985
BS, Economics/Finance
Deutsche Bank Securities April 2011 - Present
Barclays Capital September 2008 - December 2010
Lehman Brothers June 2006 - September 2008
Morgan Stanley May 1987 - March 2006
Skills
Electronic Trading, Program Trading, Derivatives, Sales Management, Equities, Capital Markets, Relationship Management, Execution Management..., Best Execution, Risk Management, Liquidity Management, ETFs, Financial Markets, Investments, Trading, Asset Management, Equity Derivatives, Equity Trading, Fixed Income, Bloomberg, Hedge Funds, Investment Banking, Options, Portfolio Management, Prime Brokerage, Securities, Trading System, Trading Systems
Education
Rutgers University-New Brunswick 1984 — 1988
B.S., Accounting
Weichert January 2007 - Present
United States Postal Service November 2006 - December 2009
Contract Flight Crew January 2004 - April 2009
Deutsche Bank Securities August 1999 - November 2003
BT Alex Brown Securities February 1994 - September 1999
BT Securities Corp (subsidiary of Bankers Trust Co) September 1987 - January 1994
Bankers Trust Company September 1985 - January 1994
The Bank of New York September 1981 - September 1985
Kidder Peabody August 1980 - September 1981
Registrar & Transfer Company February 1978 - September 1980
Education
Saint Peter's University 1975 — 1981
St Francis School of Nursing 1975 — 1976
ICAP Services North America April 2015 - Present
UBS Investment Bank December 2013 - April 2015
HSBC Securities (USA) Inc. April 2012 - December 2013
Deutsche Bank Securities November 2009 - April 2012
Prudential Financial July 2007 - November 2009
Skills
AML, KYC, Fixed Income, Onboarding, Client Liason, Asset Management, USA PATRIOT Act, Dodd-Frank, Credit Risk, CIP, Client Service, Legal Compliance, ISDA, MRA, GMRA, Relationship Management, Investment Banking, Microsoft Office, Derivatives, Capital Markets, Equities
Education
Rutgers University 2002 — 2006
Bachelor of Science (BS), Criminal Justice
CRT Capital Group April 2012 - Present
Société Générale Corporate and Investment Banking April 2010 - December 2011
Divine Capital Markets LLC August 2009 - 2010
Deutsche Bank Securities April 2004 - January 2009
Deutsche Bank Securities 2007 - 2009
CIBC World Markets February 2000 - March 2004
Royal Alliance Associates INC 1998 - 1999
Skills
Project Management, Financial Risk, Risk Management, Management, Policy, Credit, Financial Services, Training, Capital Markets, Securities, AML
Education
Stony Brook University 1991 — 1995
Rutgers Business School January 2012 - Present
Natural Healthcare Center September 2011 - Present
Value Architects Asset Mgmt 2006 - July 2011
Deutsche Bank Securities 2004 - 2006
Skills
Financial Modeling
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2003
Bachelor’s Degree, Major: Finance Minor: Philosophy, GPA: 4.00
M&T Bank 2014 - Present
St. Bonaventure University October 2012 - Present
Oleet & Co. May 2009 - June 2011
The Corporate Presence March 2007 - May 2009
Deutsche Bank Securities June 2001 - December 2006
Skills
Financial Modeling, Bonds, Marketing, Valuation, Equities, Financial Advisory, Mergers, Strategic Planning, New Business Development, Capital Raising, Strategy, Integrated Marketing, Corporate Finance, Due Diligence, Finance, Financial Analysis, Investments, Mergers, Management
Education
Saint Bonaventure University 1997 — 2001
Marion
Deutsche Bank Securities 1994 - 2002
Lehman Brothers 1986 - 1994
Education
Siena College 1975 — 1979
St. Mary's
Deutsche Bank Securities June 2012 - Present
Deutsche Bank June 2010 - June 2012
Deutsche Bank October 2009 - June 2010
Deutsche Bank March 2007 - October 2009
Deutsche Bank September 2005 - February 2007
Skills
Fixed Income, Financial Services, Forecasting, Management, Outsourcing, Risk Management, Trading, Budgets, Human Resources, Project Planning, FX Options, Banking, Electronic Trading, Investment Banking, Finance
Education
State University of New York at Buffalo - School of Management 2001 — 2005
University at Buffalo 2001 — 2005
BS, Business Administration
Morgan Stanley June 2010 - Present
UBS Financial Services Inc. 1998 - July 2010
Tufau Systems July 1995 - June 1997
Deutsche Bank Securities February 1996 - January 1997
Deustche Bank 1996 - 1997
Goldman Sachs August 1994 - February 1996
Skills
Program Management, Software Development, Infrastructure, Project Management, Corporate Training, Strategic Planning, Identity Management, Security, SDLC, IT Strategy, Change Management, Disaster Recovery, Enterprise Architecture, Enterprise Software, Integration, Leadership, Process Improvement, Sybase, Unix, Data Center, System Administration, Management, ITIL
Education
Stevens Institute of Technology 2002 — 2004
BSTM, Telecommuncations Management
Stevens Institute of Technology 1991 — 1994
MSBS, Computer Science
Syracuse University 1984 — 1988
BSCE, Computer Engineering
Deutsche Bank Securities August 2009 - Present
Thomas Weisel Partners September 2005 - August 2009
UBS Financial Services May 1997 - September 2005
Skills
Equities, Fixed Income, Investment Banking, Series 7, Bloomberg, Series 63, Securities, Bonds, Financial Markets, Equity Trading, Alternative Investments, Investments, Asset Management, Financial Modeling, FINRA
Education
Salem State College 1988 — 1992
Bachelor's degree, Economics
Peabody Veterans Memorial High School 1984 — 1988
Goldman Sachs September 2012 - Present
Royal Bank of Scotland April 2011 - September 2012
Morgan Stanley August 2007 - April 2011
UBS Investment Bank February 2004 - August 2007
TD Ameritrade January 2002 - January 2004
Deutsche Bank Securities January 2001 - January 2002
ABN AMRO June 2000 - January 2001
ING Investment Banking October 1999 - June 2000
Banc of America Securities October 1998 - October 1999
New York Stock Exchange January 1998 - October 1998
Skills
Electronic Trading, Options, FX trading, Equity Derivatives, Algo, FIX, High Frequency Trading, Market Making, SQL, Unix, XML, Python, Equity Trading, Equities, Trading Systems, Swaps, Middle Office, Low Latency, Market Data, Financial Markets, Prime Brokerage
Education
Syracuse University 1993 — 1998
Fordham Prep
SG Securities May 2007 - August 2015
HSBC 2003 - 2006
Deutsche Bank Securities 1997 - 2003
Skills
High Yield, Interest Rate..., Debt, Bonds, Capital Markets, Capital Structure, Investment Banking, Fixed Income, Derivatives, Financial Advisory, Corporate Finance, Hedging, Interest Rate Risk..., Treasury
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
Southern Methodist University - Cox School of Business 1989 — 1993
BBA, Finance
CGI December 2009 - Present
Deutsche Bank Securities December 2009 - Present
Xchanging(formerly known as Cambridge Solutions) November 2005 - December 2009
NIIT Technologies Limited January 2005 - November 2005
Skills
Struts, Spring, JUnit, Weblogic, JSF, ADF, Hibernate, Maven, JSP, PL/SQL, Web Services, Oracle HR, Web Applications, Oracle, RichFaces, Sun Certified Java..., Software Engineering
Education
Sri Venkateswara University 2001 — 2004
MCA, Master Of computer Applications
Sri Venkateswara University 1998 — 2001
B.Sc, Computer Science
Credit Suisse June 2004 - Present
Deutsche Bank Securities 2000 - 2004
Skills
Fixed Income, CDS, Credit Derivatives, Middle Office, Equities, Equity Derivatives, Hedge Funds, Trading, Capital Markets, Derivatives, Bonds, Prime Brokerage, Risk Management
Education
Syracuse University - Martin J. Whitman School of Management 1993 — 1997
BS, Business Mgmt
Deutsche Bank Securities 2011 - 2012
Bank of Tokyo-Mitsubishi August 2005 - September 2011
Skills
Fixed Income, Capital Markets, Bloomberg, Investment Banking, Derivatives, Financial Analysis, Financial Modeling, Equities, Hedge Funds, Risk Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor's degree, Economics
Deutsche Bank Securities August 2012 - Present
NFA 2000 - Present
FIA Chicago Division January 2010 - December 2012
Deutsche Bank Securities February 2012 - August 2012
Citi February 2010 - January 2012
JP Morgan Futures Inc. February 2002 - December 2009
Lind-Waldock 1991 - 2001
Gelber Group LLC 1987 - 1991
Skills
Commodity, Trading, Options, Financial Markets, Derivatives, Risk Management, FX Options, Back Office, Executive Management, Securities Lending, Financial Analysis, Series 7, Leadership, Corporate Actions, Equities, Structured Finance, Management, Brokerage, Financial Accounting, Fixed Income, Asset Managment, SEC, Risk Assessment, Financial Structuring, Investments, Hedge Funds, Electronic Trading, Trading Systems, Capital Markets, Asset Allocation, Investment Banking, ISDA, Microsoft Excel, Securities, Series 99, Asset Management, Futures, Staff Management..., FINRA, Alternative Investments
Education
Saint Mary's University of Minnesota 1980 — 1983
BA, Accounting
RBC Wealth Management April 2009 - Present
Credit Suisse 1999 - 2009
Chase & MD Sass Partners January 1999 - December 1999
Deutsche Bank Securities 1994 - 1996
Education
State University of New York College at Oneonta
BS, Economics, International Business
Deutsche Bank Securities January 2010 - Present
Macquarie Capital Securities April 2008 - September 2009
CIBC World Markets September 2000 - April 2008
KPMG September 1999 - September 2000
TD Canada Trust January 1999 - April 1999
TD Canada Trust January 1998 - April 1998
Skills
Equities, Hedge Funds, Quantitative Finance, Fixed Income, Bloomberg, Derivatives, Portfolio Optimization, Equity Research, Financial Modeling, Portfolio Management, Quantitative Analytics, Capital Markets, Asset Managment, Equity Derivatives, Valuation, Asset Allocation, Alternative Investments, Asset Management, Equity Trading, Fund Of Funds, Hedging, High Frequency Trading, Proprietary Trading, Statistical Arbitrage, Strategy, Trading System, Trading Systems
Education
University of Toronto - Rotman School of Management 1997 — 1999
MMPA (aka MBA in Professional Accounting), Professional Accounting
Renmin University of China 1991 — 1995
Bachelor of Economics, Investment Management
Credit Suisse October 2004 - Present
Deutsche Bank Securities February 2000 - August 2004
Banc of America Securities March 1998 - February 2000
Skills
Equity Derivatives, Hedge Funds, Equities, Structured Products, Volatility, ETFs, Hedging, Credit Derivatives, Options, Derivatives, Asset Management, Investments
Education
Syracuse University 1983 — 1987
B.A., Economics
Deutsche Bank August 2015 - Present
Deutsche Bank Securities January 2011 - August 2015
Deutsche Bank Securities July 2004 - January 2011
Sanford C. Bernstein January 2004 - July 2004
Skills
Derivatives, FX Options, Series 7, Options, Trading, Securities, Valuation, Risk Management, Collateral Management, Settlement, Banking, MBS, Fixed Income, Investment Banking, Hedge Funds, Capital Markets, Equities, Bloomberg, Credit Derivatives, Equity Derivatives, Prime Brokerage, Middle Office, Swaps, Securitization
Education
Siena College 2000 — 2003
B.S., Finance
Poshmark June 2012 - Present
True & Co. January 2012 - May 2012
Stryker Neurovascular August 2011 - September 2011
Ekso Bionics June 2011 - July 2011
Probitas Partners August 2007 - April 2010
Deutsche Bank Securities June 2005 - July 2007
Skills
Strategy, Management, Product Marketing, Private Equity, Valuation, Marketing, Corporate Development, Analysis, Investment Banking, Finance, Budgets, Start-ups, Entrepreneurship, Real Estate, Venture Capital, Analytics, Business Strategy, Financial Modeling, Product Management, Business Development
Education
Stanford University Graduate School of Business 2010 — 2012
MBA
Stanford University 2001 — 2005
B.A., Economics and Psychology
Notre Dame Belmont High School 1997 — 2001
San Francisco Conservatory of Music 1996 — 2001
College Preparatory Division, Cello Performance, Chamber Music
Morgan Stanley September 2010 - Present
Deutsche Bank Securities March 2009 - October 2010
Deutsche Bank Securities October 2000 - February 2009
Deutsche Bank March 1997 - March 2000
Goldman Sachs 1990 - 1995
Skills
Investment Banking, Capital Markets, Securities, Derivatives, Equities, Prime Brokerage, Equity Derivatives, Fixed Income, Hedge Funds, Middle Office, Trading Systems, Account Reconciliation, Settlement, Credit Derivatives, Back Office, Electronic Trading, Project Portfolio..., Business Process..., Subledger Accounting, Segregated Funds
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance, Intl Business
Seton Hall University 1989 — 1990
Bachelor of Science (B.S.), Finance, General
SunTrust Robinson Humphrey November 2014 - Present
Deutsche Bank Securities June 2010 - April 2012
Banc of America Securities LLC July 2006 - February 2009
Banc of America Securities LLC August 1997 - June 2006
Education
University of Rochester - Simon Business School 1995 — 1997
MBA, Finance & Accounting
SUNY Buffalo Law School 1992 — 1995
JD
University of Rochester 1988 — 1992
BA, Economics & Political Science
Deutsche Bank May 2007 - Present
Deutsche Bank Securities 2007 - May 2010
Education
University of Southern California 2001 — 2002
Master of Accounting, Accounting
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
BS Finance and General Accounting, Finance and Accounting
JPMorgan Chase April 2014 - Present
Credit Suisse April 2011 - Present
JP Morgan Private Bank January 2009 - April 2011
Citi 2005 - 2008
Deutsche Bank Securities 2004 - 2005
Shoreline Utility Fund 2001 - 2004
Skills
Wealth Management, Fixed Income, Research, Investment Banking, Equities, Capital Markets, Hedge Funds, Derivatives
Education
Smith College 1997 — 2001
BA, Economics, Chinese Language & Literature
Bronx High School of Science 1993 — 1997
Deutsche Bank Securities June 2014 - Present
Deutsche Bank Bank CIB Centre March 2012 - May 2014
Deutsche Bank October 2008 - February 2012
UBS Wealth Management January 2007 - August 2008
Transparent Value August 2005 - January 2007
Sharekhan 2003 - 2005
Skills
Equity Research, Capital Markets, Investment Banking, Financial Modeling, Equities, Valuation, Investments, Financial Analysis, Due Diligence, DCF, Derivatives, Strategy, Economics, Bloomberg, Fixed Income
Education
FINRA Series 16,7 & 4 (ROP), Cleared all Levels of CFA curriculum
CFA Institute
Cleared all levels of CFA curriculum
ICAI
CA, Commerce
St. Xavier's College 1997 — 2000
B.Com, Commerce
South Point High School
Ice Cold Crime LLC April 2009 - Present
Barclays Capital May 2003 - August 2008
Deutsche Bank Securities March 2000 - May 2003
Merrill Lynch August 1999 - March 2000
EW Blanch Capital Markets February 1996 - August 1999
Norwest Corporation May 1994 - February 1996
Education
University of Minnesota - Carlson School of Management 1993 — 1994
MBA, Finance
St. Cloud State University 1989 — 1993
B.Sc., Finance, Economics
Bank of America August 2010 - Present
Deutsche Bank Securities October 2000 - September 2010
KPMG May 1999 - October 2000
Mendelsohn,Kary,Bell & Natoli LLP September 1995 - May 1999
Skills
SAP, ADP, RAM, Equities, Accounting, Bloomberg, Middle Office, Investment Banking, Bloomberg Terminal, Prime Brokerage, Swaps, Hedge Funds, Financial Risk, Financial Modeling, Credit, Market Risk, Risk Management, Derivatives, Equity Derivatives, Operational Risk, Account Reconciliation, Structured Products, Fixed Income, Trading, Internal Controls, Product Control, Due Diligence, Financial Services, Investments, Options, Credit Derivatives, Interest Rate..., Capital Markets, Bonds, Securities Lending, ADP Payroll
Education
St. Francis College 1991 — 1995
BS, Accounting
Xaverian High School 1987 — 1991
UBS January 2004 - Present
UBS Investment Bank January 2001 - December 2004
Deutsche Bank Securities January 1998 - December 2000
PricewaterhouseCoopers August 1997 - September 1997
Skills
Equity Research, Hedge Funds, Alternative Investments, Bloomberg, Equities, Financial Analysis, Investments, Valuation, IPO, Investment Banking
Education
RWTH Aachen University 1994 — 1997
PhD, Financing and Accounting
RWTH Aachen University 1990 — 1994
Diploma, Business Management
Promontory Financial Group, LLC June 2014 - August 2014
Deutsche Bank Securities July 2011 - August 2013
Deutsche Bank Securities June 2010 - August 2010
Skills
Capital Markets, Securitization, ABS, Financial Modeling, Valuation, Fixed Income, Structured Products, Structured Finance
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
Stanford University 2013 — 2014
Master of Arts (MA), Public Policy
Stanford University 2007 — 2011
BA, Economics, Physics minor
Scarsdale High School 2003 — 2007
Sterling Partners January 2008 - Present
ABS Capital Partners September 2002 - December 2007
Deutsche Bank Securities August 2000 - September 2002
PHH September 1998 - January 2000
Skills
Mergers & Acquisitions, Due Diligence, Financial Modeling, Corporate Finance, Finance, Private Equity, Valuation, Financial Analysis, Investments
Education
Salisbury University - Perdue School of Business 1994 — 1998
MS, Business Administration
Goldman Sachs January 2014 - Present
Goldman Sachs July 2012 - January 2014
Deutsche Bank Securities March 2010 - July 2012
PSEG January 2009 - March 2010
PSEG August 2007 - January 2009
NRG Energy May 2005 - August 2007
NJBPU January 2005 - May 2005
Business Information Services February 2002 - May 2005
Skills
Financial Modeling, Investment Banking, Valuation, Financial Analysis, Corporate Finance, Project Finance, Derivatives, Energy Trading, Structuring, Accounting, Fixed Income, Bloomberg, Mergers, Infrastructure Projects, Alternative Investments, Financial Planning, Risk, Options, Power, Utilities, Finance, Financial Structuring, Mergers & Acquisitions, Capital Markets, Investments, Renewable Energy, Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
B.A.
CFA Level II Candidate
JPMorgan Chase February 2012 - Present
Deutsche Bank Securities July 1994 - December 2011
Deutsche Bank 1994 - December 2011
Deutsche Bank Securities 1994 - December 2011
Bear Stearns June 1991 - July 1994
Drexel Burnham Lambert April 1985 - April 1990
First Boston May 1984 - April 1985
Skills
Prime Brokerage, Client, MBS, ABS, CMBS, Change Management, Productivity, Sales Operations, whole loans, Outsourcing, Cost Management, Business Process, Volunteer Management, Organizational..., RMBS, Series 99, Residential Mortgages, Loans, Fixed Income, Trading, Middle Office, Settlement, Credit Derivatives, Capital Markets, Financial Services, Derivatives, Investment Banking, Back Office, Equities, Bloomberg, Trading Systems, Options, Corporate Actions, Structured Finance, Financial Markets, Alternative Investments
Education
State University of New York at Oswego 1982 — 1983
Theatre
Oppenheimer & Co. March 2013 - Present
Nomura Securities May 2010 - March 2013
Deutsche Bank Securities August 2006 - May 2010
CIBC World Markets 1998 - 2006
Skills
Electronic Trading
Education
State University of New York College at Oswego 1992 — 1995
BS, Business Administration
Deutsche Bank Securities November 1999 - Present
Bear Stearns February 1987 - November 1999
Skills
Prime Brokerage, Trading Systems, Project Management, Equities, SDLC, Investment Banking, Market Data, Software Project..., Back Office, Fixed Income, Vendor Management, Risk Management, PMO, Middle Office, Business Analysis
Education
Rider University 1979 — 1983
Bachelors, Computer Science
HSBC September 2012 - Present
Credit Suisse June 2008 - April 2012
Deutsche Bank Securities December 2006 - June 2008
Deutsche Bank April 1998 - December 2006
M & M Footwear April 1986 - March 1998
Skills
ICI-Impact, DTC..., Middle Office, Trading, Finance, Hedge Funds, Bloomberg, Investment Banking, Back Office, Terminal, Fixed Income, Options, Financial Risk, Asset Management, Leadership, Account Reconciliation, Operations Management, Microsoft Excel, Cross-functional Team..., Securities, Derivatives, Capital Markets
Education
Saint John's University
B. S, Business Management
Trapper's Family of Restaurants May 2007 - Present
Artson Enterprises, LLC June 2005 - Present
Deutsche Bank Securities January 1996 - May 2005
Skills
Mergers & Acquisitions, Financial Modeling, Contract Negotiation, Leadership, Strategic Planning, Asset Management, New Business Development
Education
Siena College 1983 — 1987
Economics
UBS January 2001 - Present
Deutsche Bank Securities January 1998 - December 2000
Education
RWTH Aachen University 1990 — 1997
PhD, Financing, Business Administration
Financial Services September 2009 - Present
Deloitte 2009 - 2010
Deutsche Bank Securities December 2004 - January 2008
Deutsche Bank 2004 - 2008
Cantor Fitzgerald April 2004 - August 2004
Del Laboratories May 2003 - April 2004
Del Laboratories August 2000 - April 2003
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
Masters, Financial Engineering
Rensselaer Polytechnic Institute 1997 — 2000
BSC, Industrial & Management Engineering
Acelity June 2015 - Present
Acelity February 2015 - June 2015
Kinetic Concepts (an Acelity company) May 2014 - February 2015
ORIX USA Corporation April 2013 - April 2014
ORIX USA Corporation March 2010 - April 2013
Highland Capital Management, L.P. August 2008 - March 2010
Deutsche Bank Securities June 2006 - July 2008
Skills
Valuation, Financial Modeling, Private Equity, Capital Markets, Investment Banking, Bloomberg, Hedge Funds, Corporate Finance, Due Diligence, Equities, LBO, Fixed Income
Education
Texas A&M University 2002 — 2006
Bachelor's degree, Finance
RBC Capital Markets July 2014 - Present
Deutsche Bank Securities May 2010 - June 2014
Morgan Stanley 1998 - 2008
Education
St. Lawrence University
SUPERLEAF, LLC / detox water September 2014 - Present
Deutsche Bank Securities July 2011 - Present
Borealis Infrastructure September 2013 - September 2014
Deutsche Bank Securities June 2010 - August 2010
Berkery, Noyes & Co., LLC May 2010 - June 2010
Scottrade April 2009 - March 2010
Skills
Capital IQ, Investment Banking, Bloomberg, Financial Modeling, Valuation, Corporate Finance, Bloomberg Terminal, DCF, Due Diligence, Equity Valuation, Financial Statement..., Equities, M
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Science, Finance
HKIS
Hellman & Friedman June 2008 - Present
Pacific Growth Equities July 2002 - June 2008
Deutsche Bank Securities August 2000 - July 2002
Education
Saint Mary's College of California 1998 — 2000
BS, Business Administration
Citigroup January 2005 - November 2009
Premier Tech / Metlife October 2004 - January 2005
Deutsche Bank Securities 2002 - 2004
New York City Human Resources Administration 2001 - 2002
Aquidneck Management Associates / Integrated Partners Division 1999 - 2001
Wackenhut 1997 - 1999
US Army 1993 - 1994
Skills
Project Management, Strategic Planning, Leadership, Program Management, Recruiting, PowerPoint, Microsoft Excel, Team Leadership, Customer Service, Marketing, Social Media, Vendor Management, E-Learning, Events, Analytics, Administrative..., Coordination, Contractors, Disaster Recovery, Business Continuity..., Business Communications, Business Planning, Continuity of Operations, Operations Management, Security Operations, Security Clearance, Information Security, Problem Solving, Office Management, Executive Office..., Executive Support, finance industry, Corporate Finance, Long-term Customer..., Advertising, Business Analysis, Change Management, Finance, Interviews, Sales, SharePoint
Education
E-Mind (in house training) 2002 — 2008
N/A
Schenectady County Community College 1992 — 1993
None, Paralegal
Axia College
BS degree in current progress, Psychology, 3.6
Deutsche Bank Securities August 2013 - Present
Argentus Partners April 2010 - August 2013
Lehman Brothers November 1990 - April 2009
Salomon Brothers June 1976 - November 1990
Skills
Banking, Sales Management, New Business Development, Sales Operations, Business Strategy, Marketing Strategy, Portfolio Management, Trading, Financial Analysis
Education
SMU 1975 — 1976
MBA
Texas Tech University 1970 — 1974
BBA Finance Accounting
Merrill Lynch February 2009 - Present
Goldman Sachs 2004 - November 2008
Credit Suisse First Boston March 2003 - September 2004
Deutsche Bank Securities November 1997 - January 2001
Skills
Equities, Equity Research, Investments, Financial Modeling, Capital Markets, Valuation, Asset Management, Hedge Funds, Mining, Portfolio Management, Bloomberg, Equity Valuation, Emerging Markets, Alternative Investments, Investment Banking
Education
University of Toronto 1986 — 1998
M.Eng, Structures
York University 1993 — 1997
MBA, Finance
Tecnológico de Monterrey 1980 — 1984
B.Sc, Civil Engineering
Deutsche Bank Securities September 1999 - December 2008
Morgan Stanley September 1991 - September 1999
Leperq de Neuflize Securities August 1988 - October 1991
Education
Siena College 1984 — 1988
BS, Finance
UBS Investment Bank October 2012 - Present
UBS Investment Bank June 2006 - October 2012
Deutsche Bank Securities 2000 - 2006
RXR Capital Management 1995 - 1997
Skills
Collateral Management, Derivatives, Fixed Income, Options, Investment Banking, Bloomberg, Equities, Middle Office, Capital Markets, Prime Brokerage, Hedge Funds, Trading Systems
Education
Ramapo College of New Jersey 1992 — 1994
Bachelor’s Degree, Finance
Westwood High School 1983 — 1987
Premium Point Investments April 2011 - Present
Deutsche Bank Securities August 2007 - November 2010
UBS Investment Bank April 2005 - June 2007
Citigroup Global Markets July 2001 - April 2005
KPMG 1999 - 2001
Education
Stanford University 1998 — 1999
Master of Science, Engineering Economic Systems and Operations Research
University of Michigan 1994 — 1998
Bachelor of Science, Chemical Engineering
BedBath&Beyond Corporate Headquarters October 2012 - Present
Mercedes Benz USA April 2011 - June 2012
Lockheed Martin Corp. April 2010 - November 2010
Morgan Stanley January 2010 - March 2010
New York Life Insurance Co. September 2003 - August 2009
Deutsche Bank Securities January 1999 - January 2003
Morgan Stanley Dean Witter January 1998 - January 1999
NBC News March 1995 - January 1998
Skills
Troubleshooting, Video Conferencing, AV, TCP/IP, Integration, Networking, Tandberg, Vendor Management, Cisco Technologies, Technical Support, Network Administration, IP, Telepresence, Software Installation, Hardware, Security, WAN, LAN-WAN, Servers, Project Delivery, Instructional Technology, Polycom Video..., People Management, Data Center, Video Production, Videography, Video Editing, Broadcast Television, Telecommunications..., Digital Media, Collaboration Solutions, Audio Engineering, Budget Management, IT Strategy, Management, Project Management, Video, Leadership, Testing, Telecommunications, Sound, Network Engineering, Multimedia, Infrastructure, System Deployment, VoIP
Education
Technical Career Institutes 1995 — 1997
AOS, Industrial Electronics Engineering Technology \ Communications
Merrill Lynch April 2014 - Present
Capitol Securities June 2010 - March 2014
Bank of America December 2009 - June 2010
Wachovia Securities/AG Edwards February 2008 - July 2009
AG Edwards December 2004 - February 2008
Deutsche Bank Securities August 1995 - April 2004
Alex. Brown & Sons May 1993 - August 1995
Skills
Investments, Customer Relations, Microsoft Office, Customer Service, Management
Education
SUFFOLK UNIVERSITY 1989 — 1992
Bachelor of Science, Journalism
Suffolk University 1989 — 1992
Bachelor of Science, Journalism
Deutsche Bank Securities June 2010 - Present
Self Employed - Consultant 2009 - June 2010
Banc of America Securities 2006 - 2007
UBS Investment Bank 2005 - 2006
Credit Suisse First Boston 2002 - 2005
Sapient 2000 - 2001
Skills
Intex Desktop, VBA, CAS, Residential Mortgages, Bloomberg, Cash Flow Forecasting, Financial Structuring, Excel, Intex DealMaker, Bloomberg STRU Tool, Yieldbook, Cash Flow Modeling, Structuring, SQL, Loans, Due Diligence, Derivatives, Risk Management, Financial Modeling, Mortgage Lending, Structured Finance, Securitization, Banking, Alternative Investments, Fixed Income, Investment Banking, Financial Risk, Hedging, Equities, Credit, Capital Markets, Securities, Hedge Funds, Trading, MBS, Investments, Valuation, Portfolio Management, Asset Management, Credit Analysis
Education
Rutgers University-New Brunswick 1996 — 2000
B.S., Computer Science
Royal Bank of Canada October 2010 - Present
Credit Suisse July 2002 - October 2010
Deutsche Bank Securities January 1997 - July 2002
Goldman Sachs January 1992 - January 1997
Skills
Fixed Income, MBS, Middle Office, ABS, Swaps, Securitization, Structured Products, Capital Markets, Bonds, Trading, Options, Hedge Funds, Equity Derivatives, Credit Derivatives, Market Risk, Portfolio Management, Equities, Interest Rate..., Bloomberg, Derivatives, Investment Banking
Education
Siena College 1987 — 1990
Bachelor's of Science, Finance
Archbishop Molloy 1981 — 1985
Adaptive Insights September 2014 - Present
Deutsche Bank Securities September 2011 - September 2014
Rutgers University September 2009 - September 2011
Deutsche Bank June 2010 - August 2010
Infosys Technologies Ltd October 2007 - July 2009
Skills
Java, JSP, Unix, Spring, Oracle, SQL, Perl, Python, JavaScript, PL/SQL, Java Enterprise Edition, C++, Hudson, Toad, Atlassian JIRA, Ext JS, DBVisualizer, Eclipse, Core Java, AJAX, Struts, Scrum
Education
Rutgers University-New Brunswick 2009 — 2011
Master's degree, Computer Engineering
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2011
MS, Computer Engineering
Deutsche Bank Securities December 2011 - Present
Deutsche Bank Securities February 2010 - December 2011
USM Business Systems January 2008 - December 2011
Information Control Corporation December 2009 - February 2010
Avon Products Inc. 2009 - December 2009
Novartis June 2008 - 2009
Paramount Pictures 2007 - 2008
Skills
Microstrategy, Sybase SQL Anywhere, Teradata, Oracle SQL, SQL Server 2005/2000, SSIS, SSRS, QlikView
Education
Southern Illinois University, Carbondale
M.S
BNP Paribas July 2013 - Present
Deutsche Bank Securities July 2004 - December 2012
Institutional Investor 2004 - 2004
Instinet Incorporated November 1998 - August 2002
Sutherland Global Services 1997 - 1998
Skills
Natural Gas Trading, Swaps, Proprietary Trading, MBA, Options, Futures Trading, Commodity Markets, Trading Strategies, Commodity Risk..., Fundamental Analysis, Manage Client..., Structured Products, Project Management
Education
University College Dublin 2002 — 2003
Master of Business Administration (MBA), Finance, General, Honors
State University of New York College at Geneseo 1993 — 1996
B.A., Economics
Barclays Capital January 2014 - Present
JPMorgan June 2004 - December 2013
Deutsche Bank Securities February 2001 - June 2004
Skills
Surveillance, Securities, OFAC, Investment Banking, AML
Education
Rutgers, The State University of New Jersey-Newark 1996 — 2000
Schneider Electric September 2013 - Present
Cemex Headquarters January 2009 - August 2011
CEMEX Headquarters September 2007 - December 2008
CEMEX Headquarters November 2005 - August 2007
Deutsche Bank Securities May 2005 - October 2005
Grupo Chapa March 2003 - September 2004
Skills
Spanish-English, Hyperion Enterprise, Basic functions of..., Essbase, Microsoft Office, IFRS, US GAAP, Consolidation, Accounting, Derivatives Accounting, Derivatives, Teamwork, SEC filings, SOX Compliancy, Budgets, Financial Analysis, SAP, Forecasting, Acquisition Integration, Financial Audits, Internal Audit, Finance, Auditing, Financial Reporting, Analysis, Banking, Cash Flow, Internal Controls, Sarbanes-Oxley Act
Education
Garrigues European Study Center, Madrid Spain 2004 — 2005
Master's degree, Finance and Banking
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1998 — 2002
Bachelor's degree, Accounting and Finance, 9.5/10
Deutsche Bank Securities May 2010 - Present
Citigroup July 1999 - April 2010
Skills
Fixed Income, Trading Systems, Derivatives, SDLC, Business Analysis
Education
Stanford University 1983 — 1988
Ph.D., Mechanical Engineering
Deutsche Bank Securities June 2012 - Present
Rodman and Renshaw 2011 - June 2012
Education
State University of New York College at Oswego 1992 — 1996
Bachelor's degree, Marketing
DanceOn March 2014 - Present
Pharmavite June 2011 - March 2014
USC Marshall School of Business 2009 - 2011
Deutsche Bank Securities 2006 - 2008
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA
Rice University 2003 — 2006
BA
Bailard, Inc. January 2011 - Present
Bailard, Inc. June 2010 - August 2010
Deutsche Bank Securities May 2009 - August 2009
Deutsche Bank Securities May 2008 - August 2008
Navigant Consulting January 2007 - April 2007
Nemak January 2006 - April 2006
Skills
Quantitative Finance, Rates, Proprietary Trading, Financial Modeling, Bloomberg, Asset Managment, Fixed Income, Derivatives, Investment Strategies, Equities, VBA, Hedge Funds, Valuation, Capital Markets, Financial Analysis
Education
Stanford University 2009 — 2010
Master of Science, Financial Mathematics
University of Waterloo 2004 — 2009
Bachelor of Mathematics, Financial Mathematics
Wilfrid Laurier University 2004 — 2009
Bachelor of Business Administration, Finance Concentration
ERA Group Inc. April 2012 - September 2014
Deutsche Bank Securities April 2009 - April 2012
UBS Investment Bank February 2004 - April 2009
Morgan Stanley April 1998 - February 2004
Education
University of Houston Law Center 1989 — 1992
J.D., Law
Rice University 1985 — 1989
B.A., English
Lee's Summit High School 1982 — 1985
David Landau & Associates, LLC May 2011 - Present
Deutsche Bank Securities July 2010 - May 2011
Deutsche Bank SECURITIES INC October 2007 - July 2010
Deutsche Bank September 2006 - October 2007
MACQUARIE group June 2000 - July 2006
Skills
Securities, Equities, Options, Trading, Capital Markets, Investment Banking, Financial Services, FINRA, Banking, Finance, Hedge Funds, Investments, Internal Audit, Derivatives, Commodity
Education
Stony Brook University 1997 — 2001
Bachelor of Art, Economics and Studio Art
Bronx Science
Deutsche Bank Securities 1994 - Present
Education
Siena College
BS, Finance
FinancialForce.com September 2013 - Present
Intrigo Systems, Inc. January 2012 - August 2013
Burr Pilger Mayer December 2010 - December 2011
Corinthian Colleges August 2009 - May 2010
Deutsche Bank Securities August 2004 - August 2008
Skills
Accounting, Financial Analysis, Financial Reporting, QuickBooks, Financial Accounting, Financial Statements, Account Reconciliation, Microsoft Excel, General Ledger, Tax, Finance, PowerPoint, Sarbanes-Oxley Act, Process Improvement, Accounts Payable, Accounts Receivable, ERP, Management, Business Process, Analysis, Business Development
Education
Santa Clara University - Leavey School of Business 2009 — 2010
Certificate, Accounting
University of California, San Diego 1999 — 2004
B.S., Management Science
HSBC Global Banking and Markets May 2014 - Present
HSBC Securities September 2007 - Present
Risk Management Association, NY Chapter 2012 - Present
Deutsche Bank Securities 2000 - 2007
Chase Manhattan Bank 1996 - 2000
Chase Manhattan Bank 1992 - 1995
Vice President, Credit Approving Office for High Yield Bond Portfolio 1990 - 1991
Chase Manhattan Bank 1980 - 1989
Skills
Fixed Income, Hedge Funds, Derivatives, Credit Risk, Capital Markets, Bonds, Investment Banking, Equities, Alternative Investments, Credit, Portfolio Management, Securities, Structured Finance, Financial Markets, Structured Products, Bloomberg, Private Banking
Education
Boston University
B.A. magna cum laude, English Literature
Simmons College - Simmons School of Management
Goldman Sachs 2011 - 2011
Deutsche Bank Securities 2008 - 2009
Lehman Brothers 2006 - 2008
Skills
Customer Service, Equities, Fixed Income, Finance, Microsoft Excel, Capital Markets, Derivatives, Settlement, Bloomberg, Back Office, Business Analysis
Education
Rutgers University
BS, Finance
Broadridge Financial August 2011 - Present
Deutsche Bank Securities August 2002 - November 2010
National Discount Brokers November 1994 - September 2001
Pershing 1982 - 1992
Skills
Series 7, Middle Office, Equities, Back Office, Fixed Income, Hedge Funds, Prime Brokerage, Securities, Settlement, Alternative Investments, Derivatives, Financial Markets, Options, Capital Markets, Electronic Trading, Portfolio Management, Trading Systems
Education
State University of New York at New Paltz 1978 — 1982
BA, Business Administration
Deutsche Bank Securities November 2010 - Present
Jefferies & Company 2002 - 2009
Education
State University of New York College at Oneonta
MyPoints.com July 2013 - May 2014
Grant Park Securities January 2010 - November 2012
MF Global January 2005 - January 2010
Deutsche Bank Securities January 1998 - January 2005
Skills
Series 3, Credit Trading, Interest Rate Swaps, Swaps, Electronic Trading, Accounting, Internal Audit, Customer Service, Microsoft Office, Sales, Options, Derivatives
Education
Robert Morris University - Illinois 2006 — 2009
Bachelor's Degree, Business Administration, Accounting
Deutsche Bank Securities June 2013 - December 2014
MorganStanleySmithBarney April 2009 - February 2012
Goldman, Sachs & Co. July 2001 - April 2009
Amerex Group December 1996 - July 2001
Skills
CONCUR, Microsoft Office, NextGen, Salesforce.com, MS Excel, Word, Outlook
Education
Saint Peter's University
Bachelor of Arts (B.A.), Education
Saint Peter's University
Master of Business Administration (MBA), Management Information Systems
Société Générale August 2014 - Present
Deutsche Bank March 2014 - April 2014
Wells Fargo February 2013 - January 2014
UBS August 2012 - December 2012
Virtusa March 2012 - November 2012
KeyBank March 2012 - August 2012
Deutsche Bank Securities January 1996 - January 2011
Deutsche Bank Securities 1996 - 2011
Sygma Computer Services January 1995 - January 1996
SunGard 1995 - 1996
Skills
Project Management, Reconciliation, Troubleshooting, Management, Business Process, Back Office, Outsourcing, Training, Equities, Leadership, Six Sigma, Securities, Settlement, PMO, Business Analysis
Education
Saint Francis College, Brooklyn,NY 1977 — 1981
BS, Math
St. Francis College 1977 — 1981
BS Degree, Mathematics
Brooklyn Tech 1973 — 1977
Deutsche Bank Securities April 1997 - Present
NatWest Markets April 1997 - February 1998
Morgan Stanley February 1987 - April 1997
Education
St. Francis College 1989 — 1992
Bachelor of Science (BS), Business Management/Finance